Authors: Cortney Holles (Colorado School of Mines); Ekaterina Rzyankina (University of Cape Town).

Topic: Critical digital literacy.

Engineering disciplines: Computer Science; Information Systems; Biomedical engineering.

Ethical issues: Cultural context; Social responsibility; Privacy.

Professional situations: Public health and safety; Working in area of competence; Informed consent.

Educational level: Intermediate.

Educational aim: Engaging in ethical judgement: reaching moral decisions and providing the rationale for those decisions.

 

Learning and teaching notes:

The case involves an engineering student whose personal choices may affect her future professional experience. It highlights both micro- and macro-ethical issues, dealing with the ways that individual actions and decisions can scale to create systemic challenges.

An ethical and responsible engineer should know how to work with and use digital information responsibly. Not all materials available online are free to use or disperse. To be digitally literate, a person must know how to access, evaluate, utilise, manage, analyse, create, and interact using digital resources (Martin, 2008). It is important to guide engineering students in understanding the media landscape and the influence of misleading information on our learning, our political choices, and our careers. A large part of critical digital literacy is evaluating information found on the web. For students working on a research project or an experiment, accessing accurate information is imperative. This case study offers several approaches to engaging students in the critique and improvement of their critical digital literacy skills. The foundations of this lesson can be applied in multiple settings and can be expanded to cover several class periods or simplified to be inserted into a single class.

This case study addresses two of AHEP 4’s themes: The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37.

The dilemma in this case is presented in two parts. If desired, a teacher can use the Summary and Part one in isolation, but Part two develops and complicates the concepts presented in the Summary and Part one to provide for additional learning. The case allows teachers the option to stop at multiple points for questions and / or activities as desired.

Learners have the opportunity to:

Teachers have the opportunity to:

 

Learning and teaching resources:

News articles:

Educational institutions:

Legal regulations:

Non-profit organisations:

Business:

 

Summary:

Katherine is a biomedical engineering student in her 3rd year in 2022, and will have a placement in a community hospital during her last term at university. She plans to pursue a career in public health after seeing what her country went through during the Covid-19 pandemic. She wants to contribute to the systems that can prevent and track public health risks from growing too large to manage, as happened with Covid-19. She is motivated by improving systems of research and treatment for emerging diseases and knows that communication between a variety of stakeholders is of the utmost importance.

 

Optional STOP for questions and activities:

1. Discussion: What can you determine about Katherine’s values and motivation for her studies and her choice of career?

2. Discussion: How do you connect with her mission to improve diagnostic and treatment systems for public health threats?

3. Discussion: Who should be responsible for the messaging and processes for public health decisions? How are engineers connected to this system?

4. Activity: Research the Covid-19 vaccine rollout in the United Kingdom versus other countries – how did power, privilege, and politics influence the response?

5. Activity: Research current public health concerns and how they are being communicated to the public. In what ways might engineers affect how and what is communicated?

 

Dilemma – Part one:

As Katherine approaches the winter holiday season, she makes plans to visit her grandmother across the country. She hasn’t seen her since before the Covid-19 pandemic and is excited to be around her extended family for the holidays once again. However, she receives an email from her cousin informing everyone that he and his family are not vaccinated against Covid-19 because the whole vaccination operation was forced upon citizens and they refused to participate. Katherine is immediately worried for her grandmother – at 85 years old, she is at a higher risk than most – and for her brother, who suffers from Addison’s disease, an autoimmune disorder. Additionally, if Katherine comes into contact with Covid-19 while celebrating the holidays with her family, she could suffer repercussions at both her university and the hospital where she will work for her placement.

 

Optional STOP for questions and activities:

1. Discussion: How can Katherine communicate with her cousin about her concerns for her brother and grandmother? How might she use her expertise as a biomedical engineer in this conversation?

2. Discussion: What kind of information will be most convincing to support her decision? What sources would provide the evidence she is looking for, and which ones would provide counter arguments?

3. Discussion: What impacts might the decision have on Katherine’s position as a student or in the hospital?

4. Discussion: Do engineers, scientists, and medical professionals have more of an obligation to promote and adhere to public health guidance? Why or why not?

5. Activity: Talk to people in your life about their experience of navigating the Covid-19 vaccine. Did they choose to get it as soon as it was available? Did they avoid getting the vaccine for particular reasons? Were there impacts on their personal relationships or work because of their choices about the vaccine?

6. Activity: Research some of the impacts on individuals with health concerns and comorbidities in regard to Covid-19 and other viruses or public health concerns. How do these experiences match with or differ from your own?

7. Activity: Investigate the different ways that engineers were involved in vaccination development and response.    

 

Dilemma – Part two:

Katherine went back to university after a lengthy break for the holidays and immediately registered for an account on Facebook as a brand-new user. She was in such a hurry to have her profile up that she did not take the time to configure any privacy settings. She stayed up late reading an article about Covid-19  that had been posted on the website of one of the online newspapers. Before she posted this report on her own Facebook page, she did not verify the accuracy of the information or the source of the information.

 

Optional STOP for questions and activities:

1. Discussion: What kind of impact might this social media activity have on Katherine’s position as a student or in the company/organisation/hospital she is working for as an intern? What should Katherine be worried or concerned about after posting information?

2. Discussion: Do social media companies collect or ask for any other non-essential information from you? Why does the website claim that they are collecting or asking for your information? Does the website share/sell/trade the information that they collect from you? With whom does the website share your collected information? How long does the website keep your collected information? Does the website delete your information, or simply de-personalise it?

3. Discussion: Regarding question 2, how are engineers involved with products, processes, or services that enable those choices and actions?

4. Discussion: What is real and fake news? How do you know? What do you look for to know if it is real or fake news (share guidelines)? Do you expect it to be easy to spot fake news? Why should we care if people distribute and believe fake news?

Students are particularly susceptible to being duped by propaganda, misleading information, and fake news due to the significant role that information and communication technology which is problematic to verify plays in their everyday life. Students devote a significant portion of their time to participating in various forms of online activity, including watching television, playing online games, chatting, blogging, listening to music, posting photos of themselves on social networking sites, and searching for other individuals with whom they can engage in online conversation. Students owe a significant portion of what they know about the world and how they perceive reality to the content that they read online. While many people share reliable and positive information online, others may engage in negative impact information sharing:

5. Discussion: What are some other examples of how engineering might fall prey to negative impact information sharing?

6. Discussion: How might engineers help address the problem of fake news and negative impact information sharing?

 

References:

Martin, A. (2008). ‘Digital Literacy and the “Digital Society”’, in Lankshear C. and Knobel M. (eds.), Digital Literacies: Concepts, Policies, and Practices. New York: Peter Lang,  (pp. 151-176).

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Author: Onyekachi Nwafor (KatexPower).

Topic: A country-wide energy transition plan.

Engineering disciplines: Energy; Electrical.

Ethical issues:  Sustainability; Social responsibility; Risk.

Professional situations: Public health and safety,

Educational level: Beginner.

Educational aim: Engaging in Ethical Judgement: reaching moral decisions and providing the rationale for those decisions.

 

Learning and teaching notes:

At COP26, H.E. President Muhammadu Buhari announced Nigeria’s commitment to carbon neutrality by 2050. This case involves an engineer who is one of the stakeholders invited by the president of Nigeria to implement an Energy Transition Plan (ETP). It requires the engineer, who is a professional and well experienced in renewable energy and energy transition, to deliver a comprehensive decarbonisation roadmap that will ensure net zero emissions.

This case study addresses two of AHEP 4’s themes: The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37.

The dilemma in this case is presented in two parts. If desired, a teacher can use Part one in isolation, but Part two develops and complicates the concepts presented in Part one to provide for additional learning. The case allows teachers the option to stop at multiple points for questions and / or activities, as desired.

Learners have the opportunity to:

Teachers have the opportunity to:

 

Learning and teaching resources:

UK website:

Think tank:

Nigeria government site:

Industry publication:

Business:

 

Dilemma – Part one:

You are an electrical engineer working as a technical consultant in an international organisation aiming to  transform the global energy system to secure a clean, prosperous, zero-carbon future for all. The organisation is one of the stakeholders invited by the federal government of Nigeria to implement the country’s new Energy Transition Plan (ETP) and you are given the task of creating a comprehensive decarbonisation roadmap and presenting it at the stakeholder meeting.

 

Optional STOP for questions and activities:

1. Discussion: In what ways could an electrical engineer bring needed expertise to the ETP? Why are engineers essential to ensuring a zero-carbon future? Should engineers be involved in policy planning? Why or why not?

2. Activity: Wider context research: Nigeria is currently an oil-producing country. What might policy makers need to consider about this reality when implementing an ETP? How strongly should you advocate for a reduction of the use of fossil fuels in the energy mix?

3. Discussion and activity: List the potential benefits and risks to implementing the ETP. Are these benefits and risks the same no matter which country they are implemented in?

4. Activity: Research and outline countries that have attained a zero emission target. What are their energy distribution mixes? Based on this information, what approach should Nigeria take and why?

5. Activity: What will be your presentation strategy at the stakeholder meeting? What will you advocate for and why? What ethical justifications can you make for the plan you propose?

 

Dilemma – Part two:

At the stakeholder meeting, you were given the opportunity to present your decarbonisation roadmap and afterwards faced serious opposition by the chief lobbyist of the Fossil Fuel and Mining Association, Mr. Abiola. Mr. Abiola is of the opinion that because Nigeria contributes less than 1% to the global emissions, it should not be held accountable for climate change, and therefore no country-wide climate policy is necessary. Furthermore, he fears the domestic market for coal that is used to produce electricity as well as the global market for fossil fuels will shrink because of the new policy. He also argues that a shift away from coal and fossil fuels could result in challenges to the security of supply, since renewables are by definition unreliable and volatile. Other stakeholders, such as activists and environmental experts, also voiced different concerns and opinions. They argue that time has already run out, and no country can delay decarbonisation plans no matter how small their impact on the global total. This conflict has resulted in disagreements in the negotiation.

 

Optional STOP for questions and activities:

1. Debate: Do different countries have different ethical responsibilities when it comes to decarbonisation? Why or why not? If so, for what reasons?

2. Discussion: How should countries weigh the short-term versus long-term benefits and burdens of the energy transition? What role do governments and corporations play in managing those? What role should citizens play?

3. Discussion: How will you prepare for and handle opposing questions to your roadmap plan? 

4. Activity: Create a participatory stakeholder engagement plan embedded in the overall decarbonisation strategy.

5. Activity: How will you utilise the different renewable energy mix to provide 100% access to electricity and ensure security of supply as an electrical engineer?

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Author: Dr. Natalie Wint (UCL). 

Topic: Responsibility for micro- and nano-plastics in the environment and human bodies.  

Engineering disciplines: Chemical Engineering; Environmental Engineering; Materials Engineering; Mechanical Engineering. 

Ethical issues: Corporate social responsibility; Power; Safety; Respect for the Environment. 

Professional situations: Whistleblowing; Company growth; Communication; Public health and safety. 

Educational level: Intermediate. 

Educational aim: Becoming Ethically Sensitive: being broadly cognizant of ethical issues and having the ability to see how these issues might affect others. 

 

Learning and teaching notes:  

This case study involves a young engineering student on an industrial placement year at a firm that manufactures cosmetics. The student has been working hard to impress the company as they are aware that this may lead to them being offered a job upon graduation. They are involved in a big project that focuses on alternative, more environmentally friendly cosmetic chemistries. When they notice a potential problem with the new formulation, they must balance their commitment towards environmental sustainability with their desire to work for the company upon graduation.  

This dilemma can be addressed from a micro-ethics point of view by analysing personal ethics, intrinsic motivations and moral values. It can also be analysed from a macro-ethics point of view, by considering corporate responsibility and intergenerational justice. The dilemma can also be framed to emphasise global responsibility and environmental justice whereby the engineers consider the implications of their decisions on global communities and future generations.  

This case study addresses two of the themes from the Accreditation of Higher Programmes fourth edition (AHEP4): The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37. 

The dilemma in this case is presented in two parts. If desired, a teacher can use Part one in isolation, but Part two develops and complicates the concepts presented in Part one to provide for additional learning. The case allows teachers the option to stop at multiple points for questions and / or activities, as desired.

Learners have the opportunity to:   

Teachers have the opportunity to:    

 

Learning and teaching resources:  

Professional organisations: 

EU agencies: 

Industry publications: 

EU law: 

 

Dilemma – Part one: 

Microplastics are solid plastic particles composed of mixtures of polymers and functional additives; they also contain residual impurities. Microplastics generally fall into two groups: those that are unintentionally formed as a result of the wear and tear of larger pieces of plastic, and those that are deliberately manufactured and added to products for specific purposes (primary microplastics). Microplastics are intentionally added to a range of products including cosmetics, in which they act as abrasives and can control the thickness, appearance, and stability of a product.  

Legislation pertaining to the use of microplastics varies worldwide and several loopholes in the regulations have been identified. Whilst many multinational companies have fought the introduction of such regulations, other stakeholders have urged for the use of the precautionary principle, suggesting that all synthetic polymers should be regulated in order to prevent significant damage to both the environment and human health. 

Recently, several changes to the regulation of microplastics have been proposed within Europe. One that affects the cosmetics industry particularly concerns the intentional addition of microplastics to cosmetics. Manufacturers, especially those who export their products, have therefore been working to change their products. 

 

Optional STOP for questions and activities:  

1. Discussion: Professional values – What ethical principles and codes of conduct are applicable to the use of microplastics? Should these change or be applied differently when the microplastics are used in products that may be swallowed or absorbed through the eyes or skin?

2. Activity: Research some of the current legislation in place surrounding the use of microplastics. Focus on the strengths and limitations of such legislation.  

3. Activity: Technical integration – Research the potential health and environmental concerns surrounding microplastics. Investigate alternative materials and/or technological solutions to the microplastic ‘problem’.  

4. Discussion: Familiarise yourself with the precautionary principle. What are the advantages and disadvantages of applying the precautionary principle in this situation?  

 

Dilemma – Part two: 

Alex is a young engineering student on an industrial placement year at a firm that manufactures cosmetics. The company has been commended for their sustainable approach and Alex is really excited to have been offered a role that involves work aligned with their passion. They are working hard to impress the company as they are aware that this may lead to them being offered a job upon graduation.  

Alex is involved in a big project that focuses on alternative, more environmentally friendly cosmetic chemistries. Whilst working in the formulation laboratory, they notice that some of the old filler material has been left near the preparation area. The container is not securely fastened, and residue is visible in the surrounding area. The filler contains microplastics and has recently been taken out of products. However, it is still in stock so that it could be used for comparative testing, during which the performance of traditional, microplastic containing formulations are compared to newly developed formulations. It is unusual for the old filler material to be used outside of the testing laboratory and Alex becomes concerned about the possibility that the microplastics have been added to a batch of the new product that had been made the previous day. They raise the issue to their supervisor, asking whether the new batch should be quarantined.  

“We wouldn’t ever hold such a large, lucrative order based on an uncertainty like that,” the supervisor replies, claiming that even if there was contamination it wasn’t intentional and would therefore not be covered by the legislation. “Besides, most of our products go to countries where the rules are different.” 

Alex mentions the health and environmental issues associated with microplastics, and the reputation the company has with customers for being ethical and sustainable. They suggest that they bring the issue up with the waste and environmental team who have expertise in this area.  

Their supervisor replies: “Everyone knows that the real issue is the microplastics that are formed from disintegration of larger plastics. Bringing up this issue is only going to raise questions about your competence.”  

 

Optional STOP for questions and activities: 

1. Discussion: Personal values – What competing personal values or motivations might trigger an internal conflict for Alex? 

2. Activity: Research intergenerational justice and environmental justice. How do they relate to this case? 

3. Activity: Identify all potential stakeholders and their values, motivations, and responsibilities. 

4. Discussion: Consider both the legislation in place and the RAEng/Engineering Council Ethical Principles. What should Alex do according to each of these? Is the answer the same for both? If not, which set of guidance is more important? 

5. Discussion: How do you think the issue of microplastics should be controlled? 

6. Activity: Alex and their boss are focused on primary microplastics. Consider the lifecycle of bulk plastics and the various stakeholders involved. Who should be responsible for the microplastics generated during the disintegration of plastic products?

7. Discussion: What options for action does Alex have available to them? What are the advantages and disadvantages of each approach? What would you do if you were Alex? 

8. Activity: Technical integration related to calculations or experiments on microplastics. 

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.


Author: Dr Gill Lacey (Teesside University).

Topic: Maintenance of an offshore wind farm.

Engineering disciplines: Mechanical; Energy.

Ethical issues: Sustainability; Risk.

Professional Situations: Public health and safety; Quality of work; Conflicts with leadership/management.

Educational level: Beginner.

Educational aim: Becoming Ethically Aware: determining that a single situation can be considered from a ethical point of view.

 

Learning and teaching notes:

The case is based on a genuine challenge raised by a multinational energy company that operates an offshore wind farm in the North Sea. It involves three professional engineers responsible for various aspects of the project to negotiate elements of safety, risk, environmental impact, and costs, in order to develop a maintenance plan for the wind turbine blades.

This case study addresses two of AHEP 4’s themes: The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37.

This case is presented in two parts. In the first part, the perspectives and responsibilities of the three engineers are outlined so that students can determine what professional and ethical responsibilities are inherent in their roles. In the second part, a scenario is developed that puts the roles into potential conflict. Students then have the opportunity to work through a real-world brief that requires them to negotiate in order to present a solution to management. Teachers can choose to use Part one in isolation, or some or all of Part two to expand on the issues in the case. The case allows teachers the option to stop at multiple points for questions and / or activities, as desired.

Learners have the opportunity to:

Teachers have the opportunity to:

 

Learning and teaching resources:

Professional organisations:

Business:

Journal articles:

 

Dilemma – Part one:

Offshore wind has huge benefits to the electricity industry as a renewable, low carbon resource.  The size and scale of the turbines, together with the remoteness – the wind farm referred to in this case is 200 km from shore – are a problem. However, it is a rapidly maturing industry and many of the issues around accessibility during installation have been solved. A wind farm is expected to generate for twenty years and so a system of inspection and maintenance needs to be put in place. At the same time, the environmental impact of industrial activity (including ongoing maintenance and repairs) needs to be managed in order to mitigate risks to ecosystem resources and services provided by the open sea.

In this wind farm there are one hundred turbines, each with three blades. The blades are 108 m long. Clearly, they need to be kept in good condition. However, inspecting the blades is a difficult and time consuming job.

There are three engineers that are responsible for various aspects of maintenance of the wind turbine blades. They are:

1. Blade engineer: My job is to make sure the blades are in good condition so that the wind farm operates as it was designed and generates as much power as possible. I am responsible for:

2. Health and safety engineer: My job is to make sure that the technicians who inspect and maintain the turbine blades are at minimal risk. I need to ensure compliance with:

3. Environmental engineer: My job is to ensure that the ecosystem is damaged as little as possible during turbine inspection and maintenance, and to rectify as best as possible any adverse effects that are incurred. After all, wind power is considered to be “green” energy and so wind farms should do as little damage to the environment as possible. This work helps:

 

Optional STOP for questions and activities:

1. Discussion: What sort of instances might cause damage to the turbine blades? (Possible answers: bird strike, collision with a vessel, storm, ice etc.)

2. Discussion: What problems might a damaged blade cause? (Possible answers: a damaged blade cannot generate properly; it might unbalance the other two blades until the whole turbine is affected. If a blade were to come loose it could strike another turbine blade, a vessel, sea creatures etc.)

3. Activity: Research how blade inspection is done. (Answer: a combination of photos from drones and reports from crew who need to use rope access to take a close look.)

a. If a drone is used, what issues might the drone have? (Answers: needs to be operated from a nearby vessel; weather (wind!); getting good resolution photos from a vibrating and moving drone; energy (battery) to power the drone.)

b. If a technician goes onsite, what issues are there with rope access? (Answers: time consuming; dangerous; can only be done in good weather; have to stop the turbine to access; training the inspection team; recording the findings.)

4. Discussion: What competing values or motivations might conflict in this scenario? Explain what constraints each engineer might be operating under and the potential conflicts between the roles.

5. Activity: Research what health and safety, environmental, and legal policies affect offshore wind farms. If they are in the open sea, which country’s laws are applied? Who is responsible for maintaining ecosystem health in the open sea? How are harms identified and mitigated?

 

Dilemma – Part two:

So, the blade engineer wants maintenance done effectively, with as little down time as possible; the H&S engineer wants it done safely, with as little danger to crew as possible; while the environmental engineer wants it done with as little damage to the ecosystem as possible. These three people must together develop an inspection plan that will be approved by upper management, who are largely driven by profitability – limited downtime in maintenance means increased profits as well as more energy delivered to customers.

 

Optional STOP for questions and activities:

The students are then presented with a brief that gives some background to the wind farms and the existing inspection regime. The brief is structured to allow engineering design, engineering drawing and technical research to take place alongside consideration of potential ethical dilemmas.

Brief: In teams of three, where each team member is assigned a different role outlined above (blade engineer, health and safety engineer, environmental engineer), propose a feasible method for blade inspection that:

Aspects to consider:

Teachers could task teams to work together to:

The pitch could include details of:

 

1. Activity: Working in groups, consider possible solutions:

a. Explore 2 or 3 alternatives to answer the need or problem, identifying the ethical concerns in each.

b. Analyse the alternative solutions to identify potential benefits, risks, costs, etc.

c. Justify the proposed solution.

 (Apart from the design process, this activity allows some discussion over the choice of solution. Looking at more than one allows the quieter students to speak out and justify their thinking.)

2. Activity: Working in groups, present a solution that consists of one or more of the following:

a. Make a CAD or drawn prototype.

b. Make a physical or 3D model.

c. Create a poster detailing the solution which could include technical drawings.

d. Presentation.

 

Students will be assessed according to:

a. Quality of final solution

b. Construction and testing of model

c. Innovation and originality

d. Communication skills

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Author: Dr Irene Josa (University College London). The author would like to acknowledge Colin Church (IOM3) who provided valuable feedback during the development of this case.

Topic: Materials sourcing and circularity.

Engineering disciplines: Materials engineering; Manufacturing; Environmental engineering; Construction.

Ethical issues: Respect for the environment; Risk.

Professional situations: Conflicts of interest; Public health and safety; Legal implications; Whistleblowing; Power; Corporate social responsibility.

Educational level: Intermediate.

Educational aim: Gaining ethical knowledge. Knowing the sets of rules, theories, concepts, frameworks, and statements of duty, rights, or obligations that inform ethical attitudes, behaviours, and practices.

 

Learning and teaching notes:

This case involves an engineer responsible for verifying the source of recycled construction material to ensure it is not contaminated. The case is presented in three parts. Part one focuses on the environmental, professional, and social contexts and may be used in isolation to allow students to explore both micro-ethical and macro-ethical concerns. Parts two and three bring in a dilemma about public information and communication and allows students to consider their positions and potential responses. The case allows teachers the option to stop at multiple points for questions and / or activities as desired.

This case study addresses two of AHEP 4’s themes: The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37.

Learners have the opportunity to:

Teachers have the opportunity to:

 

Learning and teaching resources:

NGOs:

Government site:

Business:

Journal articles:

Professional organisations:

 

Dilemma – Part one:

Charlie is a junior environmental engineer who started working at Circle Mat after graduating. Circle Mat is a construction products company that takes pride in using recycled materials from waste in their products, such as mortars and concretes. In fact, Circle Mat was recently nominated by the National Sustainability Association in the prize for the most innovative and sustainable production chains.

Charlie’s role is to ensure that the quality standards of the recycled waste used in the products are met. She is sent a report every two weeks from the factories receiving the waste and she checks the properties of this waste. While she is also supposed to visit all the factories once a month, her direct supervisor, Sam, advised her to visit only those factories where data shows that there are problems with the quality. While it is Charlie’s responsibility to verify the quality and to create the factory visit plan, she trusts her line manager as to how best approach her work.

Among all the factories with which they are working, the factory in Barretton has always had the highest quality standards, and since it is very far from where Charlie is based, she has postponed for months her visit to that factory.

 

Optional STOP for questions and activities:

1. Discussion: Charlie is responsible for checking the quality from the data she receives, but what about the quality/reliability of the data? Where does her responsibility begin and end? What ethical guidance, codes, or frameworks can help her decide?

2. Activity: Research the issue of asbestos, including current science, potential risks, and legal implications.

3. Discussion: Macroethical context – What is circularity, and how does it relate to climate goals or environmental practice?

  

Dilemma: Part two:

After several months, she finally goes to the town where the factory is located. Before getting to the factory, she stops for a coffee at the town’s café. There, she enquires of the waiter about the impacts of the factory on the town. The waiter expresses his satisfaction and explains that since Circle Mat started operations there, the town has become much more prosperous.

When Charlie reaches the factory, she notices a pile of waste that, she assumes, is the one that is being used as recycled aggregate in concrete. Having a closer look, she sees that it is waste from demolition of a building, with some insulation walls, concrete slabs and old pipes. At that moment, the head of the factory arrives and kindly shows Charlie around.

At the end of the visit, Charlie asks about the pile, and the head says that it is indeed demolition waste from an old industrial building. By the description, Charlie remembers that there are some buildings in the region that still contain asbestos, so asks whether the demolition material could potentially have asbestos. To Charlie’s surprise, the head reacts aggressively and says that the visit is over.

 

Optional STOP for questions and activities:

1. Activity: Use an environmental and social Life Cycle Assessment tool to assess the environmental and social impacts that the decision that Charlie makes might have.

2. Discussion: Map possible courses of action regarding the approach that Charlie could adopt when the factory head tries to shut down the visit. Discuss which is the best approach and why. Some starting questions would be: What should Charlie do? What feels wrong about this situation?

3. Discussion: if she reports her suspicions to her manager, what data or evidence can she present? Should she say anything at all at this point?

 

Dilemma – Part three:

In the end, Charlie decides not to mention anything, and after writing her report she leaves Barretton. A few days later, Circle Mat is announced to be the winner of the prize by the National Sustainability Association. Circle Mat organises a celebration event to be carried out in Barretton. During the event, Charlie discovers that Circle Mat’s CEO is a relative of the mayor of Barretton.

She is not sure if there really is asbestos in the waste, and also she does not know if other factories might be behaving in the same way. Nonetheless, other junior engineers are responsible for the other factories, so she doesn’t have access to the information.

Some days after the event, she receives a call from a journalist who says that they have discovered that the company is using waste from buildings that contain asbestos. The journalist is preparing an article to uncover the secret and wants to interview her. They ensure that, if she wants, her identity will be kept anonymous. They also mention that, if she refuses to participate, they will collect information from other sources in the company.

 

Optional STOP for questions and activities:

1. Activity: Technical integration related to measuring contaminants in waste products used for construction materials.

2. Discussion: What ethical issues can be identified in this scenario? Check how ethical principles of the construction sector inform the ethical issues that may be present, and the solutions that might be possible.

3. Discussion: What interpersonal and workplace dynamics might affect the approach taken to resolve this situation? 

4. Discussion: Would you and could you take the interview with the journalist? Should Charlie? Why or why not?

5. Activity: In the case of deciding to take the interview, prepare the notes you would take to the interview.

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Authors: Dr Yujia Zhai (University of Hertfordshire); Associate Professor Scarlett Xiao (University of Hertfordshire). 

Topic: Data security of industrial robots.  

Disciplines: Robotics; Data; Internet of Things. 

Ethical issues: Safety; Health; Privacy; Transparency. 

Professional situations: Rigour; Informed consent; Misuse of data. 

Educational level: Intermediate. 

Educational aim: Gaining ethical knowledge. Knowing the sets of rules, theories, concepts, frameworks, and statements of duty, rights, or obligations that inform ethical attitudes, behaviours, and practices. 

 

Learning and teaching notes: 

This case study involves an engineer hired to develop and install an Industrial Internet of Things (IIoT) online machine monitoring system for a manufacturing company. The developments include designing the infrastructure of hardware and software, writing the operation manuals and setting policies. The project incorporates a variety of ethical components including law and policy, stakeholders, and risk analysis. 

This case study addresses three of the themes from the Accreditation of Higher Education Programmes fourth edition (AHEP4): Design and Innovation (significant technical and intellectual challenges commensurate the level of study), the Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools, and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37. 

The dilemma in this case is presented in three parts. If desired, a teacher can use Part one in isolation, but Part two and Part three develop and complicate the concepts presented in Part one to provide for additional learning. The case study allows teachers the option to stop at multiple points for questions and/or activities as desired. 

Learners have the opportunity to: 

Teachers have the opportunity to:  

 

Learning and teaching resources: 

Professional organisations: 

Legal regulations: 

UN agency: 

Educational resource: 

Government sites: 

 Educational institutions: 

 

Summary:  

IIoT is a new technology that can provide accurate condition monitoring and predict component wear rates to optimise machine performance, thereby improving the machining precision of the workpiece and reducing the production cost.   

Oxconn is a company that produces auto parts. The robotic manipulators and other automation machines on the production line have been developed at considerable cost and investment, and regular production line maintenance is essential to ensure its effective operation. The current maintenance scheme is based on routine check tests which are not reliable and efficient. Therefore Oxconn has decided to install an IIoT-based machine condition monitoring system. To achieve fast responses to any machine operation issues, the machine condition data collected in real time will be transferred to a cloud server for analysis, decision making, and predictive maintenance in the future. 

 

Dilemma – Part one – Data protection on customers’ machines:

You are a leading engineer who has been hired by Oxconn to take charge of the project on the IIoT-based machine monitoring system, including designing the infrastructure of hardware and software, writing the operation manuals, setting policies, and getting the system up and running. With your background in robotic engineering and automation, you are expected to act as a technical advisor to Oxconn and liaise with the Facilities, Security, Operation, and Maintenance departments to ensure a smooth deployment. This is the first time you have worked on a project that involves real time data collection. So as part of your preparation for the project, you need to do some preliminary research as to what best practices, guidance, and regulations apply. 

 

Optional STOP for questions and activities: 

1. Discussion: What are the legal issues relating to machine condition monitoring? Machines’ real-time data allows for the identification of production status in a factory and is therefore considered as commercial data under GDPR and the Data Protection Act (2018). Are there rules specifically for IIoT, or are they the same no matter what technology is being used? Should IIoT regulations differ in any way? Why? 

2. Discussion: Sharing data is a legally and ethically complex field. Are there any stakeholders with which the data could be shared? For instance, is it acceptable to share the data with an artificial intelligence research group or with the public? Why, or why not? 

3. Discussion: Under GDPR, individuals must normally consent to their personal data being processed. For machine condition data, how should consent be handled in this case? 

4. Discussion: What ethical codes relate to data security and privacy in an IIoT scenario?  

5. Activity: Undertake a technical activity that relates to how IIoT-based machine monitoring systems are engineered. 

6. Discussion: Based on your understanding of how IIoT-based machine monitoring systems are engineered, consider what additional risks, and what kind of risks (such as financial or operational), Oxconn might incur if depending on an entirely cloud-based system. How might these risks be mitigated from a technical and non-technical perspective? 

 

Dilemma – Part two – Computer networks security issue brought by online monitoring systems:

The project has kicked off and a senior manager requests that a user interface (UI) be established specifically for the senior management team (SMT). Through this UI, the SMT members can have access to all the real-time data via their computers or mobiles and obtain the analysis result provided by artificial intelligence technology. You realise this has implications on the risk of accessing internal operating systems via the external information interface and networks. So as part of your preparation for the project, you need to investigate what platforms can be used and what risk analysis must be taken in implementation. 

 

Optional STOP for questions and activities: 

The following activities focus on macro-ethics. They address the wider ethical contexts of projects like the industrial data acquisition system. 

1. Activity: Explore different manufacturers and their approaches to safety for both machines and operators. 

2. Activity: Technical integration – Undertake a technical activity related to automation engineering and information engineering. 

3. Activity: Research what happens with the data collected by IIoT. Who can access this data and how can the data analysis module manipulate the data?  

4. Activity: Develop a risk management register, taking considerations of the findings from Activity 3 as well as the aspect of putting in place data security protocols and relevant training for SMT. 

5. Discussion/activity: Use information in the Ethical Risk Assessment guide to help students consider how ethical issues are related to the risks they have just identified. 

6. Discussion: In addition to cost-benefit analysis, how can the ethical factors be considered in designing the data analysis module? 

7. Activity: Debate the appropriateness of installing and using the system for the SMT. 

8. Discussion: What responsibilities do engineers have in developing these technologies? 

 

Dilemma – Part three – Security breach and legal responsibility: 

At the beginning of operation, the IIoT system with AI algorithms improved the efficiency of production lines by updating the parameters in robot operation and product recipes automatically. Recently, however, the efficiency degradation was observed, and after investigation, there were suspicions that the rules/data in AI algorithms have been subtly changed. Developers, contractors, operators, technicians and managers were all brought in to find out what’s going on. 

 

Optional STOP for questions and activities: 

1. Discussion: If there has been an illegal hack of the system, what might be the motive of cyber criminals?   

2. Discussion: What are the impacts on company business? How could the impact of cyber-attacks on businesses be minimised?

3. Discussion: How could threats that come from internal employees, vendors, contractors or partners be prevented?

4. Discussion: When a security breach happens, what are the legal responsibilities for developers, contractors, operators, technicians and managers? 

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.


Author: Wendy Attwell (Engineering Professors’ Council).

Topic: Balancing personal values and professional conduct in the climate emergency. 

Engineering disciplines: Civil engineering; Energy and Environmental engineering; Energy. 

Ethical issues: Respect for the environment; Justice; Accountability; Social responsibility; Risk; Sustainability; Health; Public good; Respect for the law; Future generations; Societal impact. 

Professional situations: Public health and safety; Communication; Law / Policy; Integrity; Legal implications; Personal/professional reputation. 

Educational level: Intermediate. 

Educational aim: Practicing Ethical Reasoning: the application of critical analysis to specific events in order to evaluate and respond to problems in a fair and responsible way. 

 

Learning and teaching notes:  

This case study involves an engineer who has to weigh personal values against professional codes of conduct when acting in the wake of the climate crisis. This case study allows students to explore motivations and justifications for courses of action that could be considered morally right but legally wrong.  

This case study addresses two of the themes from the Accreditation of Higher Education Programmes fourth edition (AHEP4): The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4  here and navigate to pages 30-31 and 35-37. 

The dilemma in this case is presented in three parts. If desired, a teacher can use Part one in isolation, but Parts two and three develop and complicate the concepts presented in Part one to provide for additional learning. The case study allows teachers the option to stop at multiple points for questions and/or activities, as desired. 

Learners have the opportunity to: 

Teachers have the opportunity to: 

 

Learning and teaching resources: 

Professional organisations: 

Educational institutions: 

Education and campaign groups: 

 News articles:  

 

Summary: 

Kelechi is a civil engineer in a stable job, working on the infrastructure team of a County Council that focuses on regeneration and public realm improvements. Kelechi grew up in an environment where climate change and its real impacts on people was discussed frequently. She was raised with the belief that she should live as ethically as possible, and encourage others to consider their impact on the world. These beliefs were instrumental in leading Kelechi into a career as a civil engineer, in the hope that she could use her skills and training to create a better world. In one of her engineering modules at university, Kelechi met Amanda, who encouraged her to join a student group pushing for sustainability within education and the workplace. Kelechi has had some success with this within her own job, as her employer has been willing to participate in ongoing discussions on carbon and resilience, and is open to implementing creative solutions.  

But Kelechi is becoming frustrated at the lack of larger scale change in the wake of the climate emergency. Over the years she has signed petitions and written to her representatives, then watched in dismay as each campaign failed to deliver real world carbon reduction, and as the government continued to issue new licenses for fossil fuel projects. Even her own employers have failed to engage with climate advocates pushing for further changes in local policy, changes that Kelechi believes are both achievable and necessary. Kelechi wonders what else she can do to set the UK – if not the world – on a path to net zero. 

 

Dilemma – Part one: 

Scrolling through a news website, Kelechi is surprised to see a photo of her friend and ex-colleague Amanda, in a report about climate protesters being arrested. Kelechi messages Amanda to check that she’s ok, and they get into a conversation about the protests. Amanda is part of a climate protest group of STEM professionals that engages in non-violent civil disobedience. The group believes that by staging direct action protests they can raise awareness of the climate emergency and ultimately effect systemic change.  

Amanda tries to convince Kelechi to join the group and protest with them. Amanda references the second principle of the Statement of Ethical Principles published by the Engineering Council and the Royal Academy of Engineering: “Respect for life, law, the environment and public good.” Amanda believes that it is ok to ignore the tenet about respect for the law in an effort to safeguard the other three, and says that there have been plenty of unjust laws throughout history that have needed to be protested in order for them to be changed for the public good. She also references another part of the Statement: that engineers should ”maximise the public good and minimise both actual and potential adverse effects for their own and succeeding generations”. Amanda believes that by protesting she is actually fulfilling her duty to uphold these principles.  

Kelechi isn’t sure. She has never knowingly broken the law before, and is worried about being arrested. Kelechi consults her friend Max, who is a director of a professional engineering institution, of which Kelechi is a member. Max, whilst she has some sympathies for the aims of the group, immediately warns Kelechi away from the protests. “Forget about being arrested; you could lose your job and end your career.”  

 

Optional STOP for questions and activities: 

1. Discussion: What personal values will Kelechi have to weigh in order to decide whether or not to take part in a civil disobedience protest? 

2. Discussion: Consider the tenet of the Statement of Ethical Principles “Respect for life, law, the environment and public good.” To what extent (if at all) do the four tenets of this ethical principle come into conflict with one another in this situation? Can you think of other professional situations in which they might conflict? 

3. Discussion: Is breaking the law always unethical? Are there circumstances when breaking the law might be the ethical thing to do in the context of engineering practice? What might these circumstances be? 

4. Discussion: To what extent (if at all) does the content of the Statement of Ethical Principles make a case for or against being part of a protest where the law is broken?  

5. Discussion: Following on from the previous question – does it make a difference what is being protested, if a law is broken? For example, is protesting fossil fuels that lead to climate change different from protesting unsafe but legal building practices, such as cladding that causes a fire risk? Why? 

6. Activity: Research other professional codes of engineering: do these have clear guidelines for this situation? Assemble a bibliography of other professional codes or standards that might be relevant to this scenario. 

7. Discussion: What are the potential personal and professional risks or benefits for Kelechi if she takes part in a protest where the law is broken? 

8. Discussion: From a professional viewpoint, should Kelechi take part in the protest? What about from a personal viewpoint? 

 

Dilemma – Part two: 

After much deliberation, Kelechi decides to join the STEM protest group. Her first protest is part of a direct action to blockade a busy London bridge. To her own surprise, she finds herself volunteering to be one of two protesters who will climb the cables of the bridge. She is reassured by the risk assessment undertaken by the group before selecting her. She has climbing experience (although only from her local leisure centre), and safety equipment is provided.  

On the day of the protest, Kelechi scales the bridge. The police are called and the press arrive. Kelechi stays suspended from the bridge for 36 hours, during which time all traffic waiting to cross the bridge is halted or diverted. Eventually, Kelechi is convinced that she should climb down, and the police arrest all of the protesters.  

Later on, Kelechi is contacted by members of the press, asking for a statement about her reason for taking part in the protest. Kelechi has seen that press coverage of the protest is so far overwhelmingly negative, and poll results suggest that the majority of the public see the protesters’ actions as selfish, inconvenient, and potentially dangerous, although some have sympathy for their cause. “What if someone died because an ambulance couldn’t use the bridge?” asks someone via social media. “What about the five million deaths a year already caused by climate change?” asks another, citing a recent news article.  

Kelechi would like to take the opportunity to make her voice heard – after all, that’s why she joined the protest group – but she isn’t sure whether she should mention her profession. Would it add credibility to her views? Or would she be lambasted because of it? 

 

Optional STOP for questions and activities: 

1. Discussion: What professional principles or codes is Kelechi breaking or upholding by scaling the bridge?  

2. Activity: Compare the professional and ethical codes for civil engineers in the UK and elsewhere. How might they differ in their guidance for an engineer in this situation?  

3. Activity: Conduct a risk assessment for a) the protesters who have chosen to be part of this scenario, and b) members of the public who are incidentally part of this scenario. 

4. Discussion: Who would be responsible if, as a direct or indirect result of the protesters blocking the bridge, a) a member of the public died, or b) a protester died? Who is responsible for the excess deaths caused directly or indirectly by climate change? 

5. Discussion: How can Kelechi best convey to the press and public the quantitative difference between the short-term disruption caused by protests and the long-term disruption caused by climate change? 

6. Discussion: Should Kelechi give a statement to the press? If so, should she discuss her profession? What would you do in her situation? 

7. Activity: Write a statement for Kelechi to release to the press. 

8. Discussion: Suggest alternative ways of protesting that would have as much impact in the news but potentially cause less disruption to the public. 

 

Dilemma – Part three: 

Kelechi decides to speak to the press. She talks about the STEM protest group, and she specifically cites the Statement of Ethical Principles as her reason for taking part in the protest: “As a professional civil engineer, I have committed to acting within our code of ethics, which requires that I have respect for life, the environment and public good. I will not just watch lives be destroyed if I can make a difference with my actions.”  

Whilst her statement gets lots of press coverage, Kelechi is called out by the media and the public because of her profession. The professional engineering institution of which Kelechi is a member receives several complaints about her actions, some from members of the public and some from other members of the institution. “She’s bringing the civil engineering profession into disrepute,” says one complaint. “She’s endangering the public,” says another. 

It’s clear that the institution must issue a press release on the situation, and it falls to Kelechi’s friend Max, as a director of the institution, to decide what kind of statement to put out, and to recommend whether Kelechi’s membership of the institution could – or should – be revoked. Max looks closely at the institution’s Code of Professional Conduct. One part of the Code says that “Members should do nothing that in any way could diminish the high standing of the profession. This includes any aspect of a member’s personal conduct which could have a negative impact upon the profession.” Another part of the Code says: “All members shall have full regard for the public interest, particularly in relation to matters of health and safety, and in relation to the well-being of future generations.” 

As well as the institution’s Code of Conduct, Max considers the historic impact of civil resistance in achieving change, and how those engaging in such protests – such as the suffragettes in the early 1900s – could be viewed negatively at the time, whilst later being lauded for their efforts. Max wonders at what point the tide of public opinion begins to turn, and what causes this change. She knows that she has to consider the potential impacts of the statement that she puts out in the press release; how it might affect not just her friend, but the institution’s members, other potential protesters, and also her own career.  

 

Optional STOP for questions and activities: 

1. Discussion: Historically, has civil resistance been instrumental or incidental in achieving systemic change? Research to find out if and when engineers have been involved in civil resistance in the past. 

2. Discussion: Could Kelechi’s actions, and the results of her actions, be interpreted as having “a negative impact on the profession”? 

3. Discussion: Looking at Kelechi’s actions, and the institution’s code of conduct, should Max recommend that Kelechi’s membership be revoked? 

4. Discussion: Which parts of the quoted code of conduct could Max emphasise or omit in her press release, and how might this affect the tone of her statement and how it could be interpreted? 

5. Activity: Debate which position Max should take in her press release: condemning the actions of the protesters as being against the institution’s code of conduct; condoning the actions as being within the code of conduct; remaining as neutral as possible in her statement. 

6. Discussion: What are the wider impacts of Max’s decision to either remain neutral, or to stand with or against Kelechi in her actions?  

7. Activity: Write a press release for the institution, taking one of the above positions. 

8. Discussion: Which other authorities or professional bodies might be impacted by Max’s decision? 

9. Discussion: What are the potential impacts of Max’s press release on the following stakeholders, and what decisions or actions might they take because of it? Kelechi; Kelechi’s employer; members of the STEM protest group; the institution; institution members; government policymakers; the media; the public; the police; fossil fuel businesses; Max’s employers; Max herself. 

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Author: Dr J.L. Rowlandson (University of Bristol).

Topic: Home heating in the energy transition. 

Engineering disciplines: Chemical; Civil; Mechanical; Energy. 

Ethical issues: Sustainability; Social responsibility. 

Professional situations: Public health and safety; Conflicts of interest; Quality of work; Conflicts with leadership/management; Legal implication. 

Educational level: Intermediate. 

Educational aim: Becoming Ethically Sensitive: being broadly cognizant of ethical issues and having the ability to see how these issues might affect others. 

 

Learning and teaching notes: 

This case study considers not only the environmental impacts of a clean technology (the heat pump) but also the social and economic impacts on the end user. Heat pumps form an important part of the UK government’s net-zero plan. Our technical knowledge of heat pump performance can be combined with the practical aspects of implementing and using this technology. However, students need to weigh the potential carbon savings against the potential economic impact on the end user, and consider whether current policy incentivises consumers to move towards clean heating technologies.  

This case study offers students an opportunity to practise and improve their skills in making estimates and assumptions. It also enables students to learn and practise the fundamentals of energy pricing and link this to the increasing issue of fuel poverty. Fundamental thermodynamics concepts, such as the second law, can also be integrated into this study.  

This case study addresses two of the themes from the Accreditation of Higher Education Programmes fourth edition (AHEP4): The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37. 

The dilemma in this case is presented in six parts. If desired, a teacher can use the Summary and Part one in isolation, but Parts two to six develop and complicate the concepts presented in the Summary and Part one to provide for additional learning. The case study allows teachers the option to stop at multiple points for questions and/or activities, as desired. 

Learners have the opportunity to: 

Teachers have the opportunity to: 

 

Learning and teaching resources: 

Open access textbooks: 

Journal articles: 

Educational institutions: 

Business: 

Government reports: 

Other organisations: 

Stakeholder mapping: 

 

Summary – Heating systems and building requirements: 

You are an engineering consultant working for a commercial heat pump company. The company handles both the manufacture and installation of heat pumps. You have been called in by a county council to advise and support a project to decarbonise both new and existing housing stock. This includes changes to social housing (either directly under the remit of the council or by working in partnership with a local housing association) and also to private housing, encouraging homeowners and landlords to move towards net zero emissions. In particular, the council is interested in the installation of clean heating technologies with a focus on heat pumps, which it views as the most technologically-ready solution. Currently most heating systems rely on burning natural gas in a boiler to provide heat. By contrast, a heat-pump is a device that uses electricity to extract heat from the air or ground and transfer it to the home, avoiding direct emission of carbon dioxide.  

The council sets your first task of the project as assessing the feasibility of replacing the existing gas boiler systems with heat pumps in social housing. You are aware that there are multiple stakeholders involved in this process you need to consider, in addition to evaluating the suitability of the housing stock for heat pump installation.  

 

Optional STOP for questions and activities: 

1. Discussion: Why might the council have prioritised retrofitting the social housing stock with heat pumps as the first task of the project? How might business and ethical concerns affect this decision?  

2. Activity: Use stakeholder mapping to determine who are the main stakeholders in this project and what are their main priorities? In which areas will these stakeholders have agreements or disagreements? What might their values be, and how do those inform priorities?  

3. Discussion: What key information about the property is important for choosing a heating system? What does the word feasibility mean and how would you define it for this project? 

4. Activity: Research the Energy Performance Certificate (EPC):  what are the main factors that determine the energy performance of a building?  

5. Discussion: What do you consider to be an ‘acceptable’ EPC rating? Is the EPC rating a suitable measure of energy efficiency? Who should decide, and how should the rating be determined?  

 

Technical pre-reading for Part one: 

It is useful to introduce the thermodynamic principles on which heat pumps operate in order to better understand the advantages and limitations when applying this engineering technology in a real-world situation. A heat pump receives heat (from the air, ground, or water) and work (in the form of electricity to a compressor) and then outputs the heat to a hot reservoir (the building you are heating). We recommend covering: 

An online, open-source textbook that covers both topics is Applications of Thermodynamics – Heat Pumps & Refrigerators. 

 

Dilemma – Part one – Considering heat pump suitability: 

You have determined who the main stakeholders are and how to define the project feasibility. A previous investigation commissioned by the council into the existing housing stock, and one of the key drivers for them to initiate this project, has led them to believe that most properties will not require significant retrofitting to make them suitable for heat pump installation.  

 

Optional STOP for question and activities: 

1. Activity: Research how a conventional gas boiler central heating system works. How does a heat pump heating system differ? What heat pump technologies are available? What are the design considerations for installing a heat pump in an existing building? 

 

Dilemma – Part two – Inconsistencies: 

You spot some inconsistencies in the original investigation that appear to have been overlooked. On your own initiative, you decide to perform a more thorough investigation into the existing housing stock within the local authority. Your findings show that most of the dwellings were built before 1980 and less than half have an EPC rating of C or higher. The poor energy efficiency of the existing housing stock causes a potential conflict of interest for you: there are a significant number of properties that would require additional retrofitting to ensure they are suitable for heat pump installation. Revealing this information to the council at this early stage could cause them to pull out of the project entirely, causing your company to lose a significant client. You present these findings to your line manager who wants to suppress this information until the company has a formal contract in place with the council.  

 

Optional STOP for question and activities: 

1. Discussion: How should you respond to your line manager? Is there anyone else you can go to for advice? Do you have an obligation to reveal this information to your client (the council) when it is they who overlooked information and misinterpreted the original study? 

2. Activity: An example of a factor that causes a poor EPC rating is how quickly the property loses heat. A common method for significantly reducing heat loss in a home is to improve the insulation. Estimate the annual running cost of using an air-source heat pump in a poorly-insulated versus a well-insulated home to look at the potential financial impact for the tenant (example approach shown in the Appendix, Task A). 

3. Discussion: What recommendations would you make to the council to ensure the housing is heat-pump ready? Would your recommendation change for a new-build property? 

 

Dilemma – Part three – Impact of energy costs on the consumer: 

Your housing stock report was ultimately released to the council and they have decided to proceed, though for a more limited number of properties. The tenants of these dwellings are important stakeholders who are ultimately responsible for the energy costs of their properties. A fuel bill is made up of the wholesale cost of energy, network costs to transport it, operating costs, taxes, and green levies. Consumers pay per unit of energy used (called the unit cost) and also a daily fixed charge that covers the cost of delivering energy to a home regardless of the amount of energy used (called the standing charge). In the UK, currently the price of natural gas is the main driver behind the price of electricity; the unit price of electricity is typically three to four times the price of gas. 

Your next task is to consider if replacing the gas boiler in a property with a heat pump system will have a positive or negative effect on the running costs.  

 

Optional STOP for questions and activities: 

1. Activity: Estimate the annual running cost for a property when using a heat pump versus a natural gas boiler (see Appendix Task B for an example approach). 

2. Discussion: Energy prices are currently rising and have seen drastic changes in the UK over the past year. The lifetime of a new heat pump system is around 20 years. How would rising gas and electric prices affect the tenant? Does this impact the feasibility of using a gas boiler versus a heat pump? How can engineering knowledge and expertise help inform pricing policies? 

 

Dilemma – Part four – Tenants voice concerns: 

After a consultation, some of the current tenants whose homes are under consideration for heat pump installation have voiced concerns. The council is planning to install air-source heat pumps due to their reduced capital cost compared to a ground-source heat pump. The tenants are concerned that the heat pump will not significantly reduce their fuel bills in the winter months (when it is most needed) and instead could increase their bills if the unit price and standing charge for electricity continue to increase. They want a guarantee from the council that their energy bills will not be adversely affected. 

 

Optional STOP for questions and activities: 

1. Discussion: Why would air-source heat pumps be less effective in winter? What are the potential effects of increased energy bills on the tenants? How much input should the tenants have on the heating system in their rented property? 

2. Discussion: Do the council have any responsibility if the installation does result in an increased energy bill in the winter for their tenants? Do you and your company have any responsibility to the tenants?  

 

Dilemma – Part five – The council consultation: 

The council has hosted an open consultation for private homeowners within the area that you are involved in. They want to encourage owners of private dwellings to adopt low-carbon technologies and are interested in learning about the barriers faced and what they can do to encourage the adoption of low carbon-heating technologies. The ownership of houses in the local area is similar to the overall UK demographic: around 20% of dwellings are in the social sector (owned either by the local authority or a housing association), 65% are privately owned, and 15% are privately rented.  

 

Optional STOP for questions and activities: 

1. Activity: Estimate the lifetime cost of running an air-source heat pump and ground-source heat pump versus a natural gas boiler. Include the infrastructure costs associated with installation of the heating system (see Appendix Task C for an example approach). This can be extended to include the impact of increasing energy prices.  

2. Activity: Research the policies, grants, levies, and schemes available at local and national levels that aim to encourage uptake of net zero heating. 

3. Discussion: From your estimations and research, how suitable are the current schemes? What recommendations would you make to improve the uptake of zero carbon heating? 

 

Dilemma – Part six – Recommendations: 

Energy costs and legislation are important drivers for encouraging homeowners and landlords to adopt clean heating technologies. There is a need to weigh up potential cost savings with the capital cost associated with installing a new heat system. Local and national policies, grants, levies, and bursaries are examples of tools used to fund and support adoption of renewable technologies. Currently, an environmental and social obligations cost, known as the ‘green levies,’ are added to energy bills which contribute to a mixture of social and environmental energy policies (including, for example, renewable energy projects, discounts for low-income households, and energy efficiency improvements).  

Your final task is to think more broadly on encouraging the uptake of low-carbon heating systems in private dwellings (the majority of housing in the UK) and to make recommendations on how both councils locally and the government nationally can encourage uptake in order to reduce carbon emissions.  

 

Optional STOP for questions and activities: 

1. Discussion: In terms of green energy policy, where does the ethical responsibility lie –  with the consumer, the local government, or the national government?  

2. Discussion: Should the national Government set policies like the green levy that benefit the climate in the long-term but increase the cost of energy now?  

3. Discussion: As an employee of a private company, to what extent is the decarbonisation of the UK your problem? Do you or your company have a responsibility to become involved in policy? What are the advantages or disadvantages to yourself as an engineer?  

 

Appendix: 

The three tasks that follow are designed to encourage students to practise and improve their zeroth order approximation skills (for example a back of the envelope calculation). Many simplifying assumptions can be made but they should be justified.  

Task A: Impact of insulation 

Challenge: Estimate the annual running cost for an air-source heat pump in a poorly insulated home. Compare to a well-insulated home.  

Base assumptions around the heat pump system and the property being heated can be researched by the student as a task or given to them. In this example we assume:  

Example estimation: 

1. Estimate the overall heat loss for a poorly- and well-insulated property.

Note: heat loss is greater in the poorly insulated building.

 

 2. Calculate the work input for the heat pump.  

Assumption: heat pump matches the heat loss to maintain a consistent temperature.

 Note: a higher work input is required in the poorly insulated building to maintain a stable temperature.

 

3. Determine the work input over a year. 

Assumption: heat pump runs for 8 hours per day for 365 days.

 

4. Determine the running cost 

For an electricity unit price of 33.8 p per kWh.

 

Note: running cost is higher for the poorly insulated building due to the higher work input required to maintain temperature. 

 

Task B: Annual running cost estimation 

Challenge: Estimate the annual running cost for a property when using a heat pump versus a natural gas boiler.  

Base assumptions around the boiler system, heat pump system, and property can be researched by the student as a task or given to them. In this example we assume: 

Energy tariffs (correct at time of writing) for the domestic consumer including the energy price guarantee discount: 

Domestic energy tariffs 
Electric standing charge  51.0p per day 
Unit price of electricity  33.8p per kWh 
Gas standing charge  26.8p per kWh 
Unit price of gas  10.4p per kWh 

 

Example estimation: 

1. Calculate the annual power requirement for each case. 

Assumed heating requirement is 15,000 kWh for the year. 

2. Calculate the annual cost for each case: 

Note: the higher COP of the ground-source heat pump makes this the more favourable option (dependent on the fuel prices).  

 

Task C: Lifetime cost estimation  

Challenge: Estimate the total lifetime cost for a property when using a heat pump versus a natural gas boiler.  

Base assumptions around the boiler system, heat pump system, and property can be researched by the student as a task or given to them. In this example we assume: 

Energy tariffs (correct at time of writing) for the domestic consumer including the energy price guarantee discount: 

Domestic energy tariffs 
Electric standing charge  51.0p per day 
Unit price of electricity  33.8p per kWh 
Gas standing charge  26.8p per kWh 
Unit price of gas  10.4p per kWh 

 

1. Calculate the lifetime running cost for each case.

 

2. Calculate the total lifetime cost for each case.

 

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Case enhancement: Glass safety in a heritage building conversion

Activity: Do engineers have a responsibility to warn the public if there is a chance of risk?

Author: Cortney Holles (Colorado School of Mines, USA).

 

Overview:

This enhancement is for an activity found in the Dilemma Part two, Point 1 section of this case: Debate whether or not Krystyna has an ethical or professional responsibility to warn relevant parties (“of matters . . .  which are of potential detriment to others who may be adversely affected by them” – The Society of Construction Law’s Statement of Ethical Principles).

After introducing or studying the Glass Safety case, teachers may want students to dig deeper into the ethical issues in the case through a debate.  The resources and lesson plan below guide teachers through this lesson.

 

1. Introduce the debate assignment:

Students will debate whether or not Krystyna has an ethical or professional responsibility to warn relevant parties. Build in some time for students to prepare their arguments in small groups (either during class or as a homework assignment).  Create small groups of 2-5 students that can develop positions on each of the following positions on the question of the debate:

Does Krystyna have a responsibility to warn Sir Robert or future residents of the buildings about the glass?

 

2. Supporting the arguments in the debate with texts:

Provide students with resources that offer support for the different positions in the debate, listed below.  Perhaps you have assigned readings in the class they can be asked to reference for support in the debate.  Teachers could also assign students to conduct independent research on these stakeholders and positions if that matches the goals of the class.

 

Resources:

Journal articles:

Law:

Professional organisations:

Educational institution:

Ethics:

 

3. Running the debate in class:

Key concepts this debate can cover:

 

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Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

Authors: Diana Martin (Eindhoven University of Technology); Sarah Jayne Hitt, Ph.D. SFHEA (NMITE, Edinburgh Napier University).

Topic:  Participatory approaches for engaging with a local community about the development of risky technologies. 

Engineering disciplines: Nuclear engineering; Energy; Chemical engineering. 

Ethical issues: Corporate Social Responsibility; Risk; Accountability; Respect for the Environment. 

Professional situations: Conflicts of interest; Public health and safety; Communication. 

Educational level: Advanced.  

Educational aim: Engaging in ethical judgement: reaching moral decisions and providing the rationale for those decisions.  

 

Learning and teaching notes:  

This case study involves an early career engineer tasked with leading the development of plans for the construction of the first nuclear plant in a region. The case can be customised by instructors when specifying the name of the region, as to whether the location of the case study corresponds to the location of the educational institution or if a more remote context is preferred. The case incorporates several components, including stakeholder mapping, participatory methods for assessing risk perception and community engagement, qualitative risk analysis, and policy-making.  

The case study asks students to identify and define an open-ended risk problem in engineering and develop a socially acceptable solution, on the basis of limited and possibly contradictory information and differing perspectives. Additionally, students can gain awareness of broader responsibilities of engineers in the development of risky technologies, as well as the role of engineers in public debates and community engagement related to the adoption or development of risky technologies. 

This case study addresses two of the themes from the Accreditation of Higher Education Programmes fourth edition (AHEP4): The Engineer and Society (acknowledging that engineering activity can have a significant societal impact) and Engineering Practice (the practical application of engineering concepts, tools and professional skills). To map this case study to AHEP outcomes specific to a programme under these themes, access AHEP 4 here and navigate to pages 30-31 and 35-37. 

The dilemma in this case is presented in three parts. If desired, a teacher can use Part one in isolation, but Part two and Part three develop and complicate the concepts presented in Part one to provide for additional learning. The case allows teachers the option to stop at multiple points for questions and / or activities as desired.

 Learners have the opportunity to: 

Teachers have the opportunity to:  

 

Learning and teaching resources: 

Journal articles: 

Community engagement organisations: 

 

Dilemma – Part one:

You are an early career engineer working in the civil nuclear industry for Ultra Nuclear. This is a major company overseeing the construction of new power stations that has a strong reputation as a leader in the field with no controversies associated with its activity. Indeed, you have been impressed with Ultra Nuclear’s vision that the transition to using more nuclear energy can significantly reduce carbon emissions, and their development of next-generation nuclear technologies. After two years of working on the strictly technical side of the business, you have been promoted to a project manager role which requires you to do more public engagement. Your manager has assigned your first major project which involves making the plans for the development of a new power plant.  

 

Optional STOP for questions and activities: 

1. Activity: Societal context – What is the context in which Ultra Nuclear operates? Identify the national and supranational policies and regulation in your country related to the adoption of nuclear energy. Reflect on the broader rationale given for the adoption of nuclear energy. Research the history of nuclear technological developments (including opposition and failures) in your country. When tracing the context, you may consider:

2. Discussion: Personal values – What is your initial position on the adoption of nuclear energy? What are the advantages and disadvantages that you see for the adoption of nuclear energy in your country? What alternatives to nuclear energy do you deem more suitable and why?

3. Discussion: Risk perception – How do you perceive the risk of nuclear energy? How do your family and friends see this risk? How is nuclear energy portrayed in the media? Do you see any differences in how people around you see these risks? Why do you think this is so?

4. Activity: Risk mapping – Using a qualitative risk matrix, map the risks of a nuclear power plant.

 

Dilemma – Part two:

As it happens, this will be the first power plant established in the region where you were born, and your manager counts on your knowledge of the local community in addition to your technical expertise. To complete your project successfully, you are expected to ensure community approval for the new nuclear power plant. In order to do this, you will have to do some research to understand different stakeholders and their positions.  

 

Optional STOP for questions and activities:

1. Activity: Stakeholder mapping – Who are all the groups that are involved in the scenario? 

1.a. Activity: Read the article by Sven Ove Hansson, which puts forward a method for categorising stakeholders as risk-exposed, beneficiaries, or decision-makers (including overlaps of the three categories). Place each stakeholder group in one of these categories.

1.b. Discussion: Why are some groups risk-exposed, others beneficiaries, and others decision-makers? Why is it undesirable to have stakeholder groups solely in one of the categories? 

1.c. Discussion: What needs to change for some stakeholder groups to be not only in the category of risk-exposed, but also in the category of beneficiaries or decision-makers?  

2. Activity: Stakeholder mapping – How does each stakeholder group view nuclear energy? For each stakeholder group identified, research the arguments they put forward, their positions and preferences in regard to the adoption of nuclear energy. In addition to the stakeholder groups previously identified, you may consider:

For your research, you may consult the webpage of the stakeholder group (if it exists); any manifesto they present; mass media features (including interviews, podcasts, news items or editorials); flyers and posters. 

3. Discussion: How convincing are these arguments according to you? Do you see any contradictions between the arguments put forward by different groups? 

3.a. Discussion: Which group relies most on empirical data when presenting their position? Which stakeholders take the most extreme positions, according to you (radical either against or for nuclear energy), and why do you think this is so?  

3.b. Discussion: In groups of five students, rank the stakeholders from those that provide the most convincing to the least convincing arguments, then discuss these rankings in plenary. 

3.c. Roleplay (with students divided into groups): Each group is assigned a stakeholder, and gets to prepare and make the case for why their group is right, based on the empirical data and position put forward publicly by the group. The other groups grade on different criteria for how convincing the group is (such as 1. reliability of data, 2. rhetoric, 3. soundness of argument). 

4. Guest speaker activity: The instructor can invite as a guest speaker a representative of one of the stakeholder groups to talk with students about the theme of nuclear energy. Students can prepare a written reflection after the session on the topic of “What I learned about risks from the guest speaker” or “What I learned about my responsibility as a future engineer in regard to the adoption of nuclear energy.” 

 

Dilemma – Part three:

You arrive at the site of the intended power plant. You are received with mixed emotions. Although you are well liked and have many friends and relatives here, you are also warned that some residents are against the plans for the development of nuclear energy in the area. Several people with whom you’ve had informal chats have significant concerns about the power plant, and whether their health or safety will be negatively affected. At the same time, many people from the surrounding area do not yet know anything about the plans for building the nuclear site. In addition, in the immediate vicinity of the power plant site, the community hosts a small number of refugees who, having just arrived, are yet to be proficient in the language, and whose communication relies mostly on a translator. How will you ensure that this community is well informed of the plans for developing the power plant in their region and approves the plans of Ultra Nuclear? How will you engage with the community and towards what aims? 

 

Optional STOP for questions and activities: 

1. Activity: Research empirical data on the risk awareness and risk perception of public attitudes about nuclear energy, and sum up any findings that you find interesting or relevant for the case study. 

1.a. Discussion: According to you, is risk awareness and perception the same thing? How do they differ as concepts? Considering the research you just did, is there a relation between people’s risk awareness and perception? What does this imply? 

1.b Discussion: Do you identify any differences in the risk perception of the public (based on gender, age, geographical location, educational level)? Why do you think this is so?  

1.c. Discussion: Does the public see the same risks about nuclear energy as technical experts do? Why is this so? 

1.d. Activity: Read Sheila Jasanoff – The political science of risk perception. What is the key takeaway message for you?

2. Group activity: Compose a survey to understand the risk awareness and risk perception of members of the local community.

2.a. Discussion: What are the key questions for the survey? 

2.b. Discussion: How will you distribute the survey and to how many people? 

2.c. Discussion: Do you need to make any special arrangements to ensure that the views of all relevant groups are represented in the survey? 

2.d. Discussion: How will you use the data from the survey and how do you plan to follow-up on the survey?

3. Group activity: Develop a method for engaging with the community in the stages of developing and operating the nuclear plant.

3.a. Discussion: What values and principles do you highlight by engaging with the community? 

3.b. Discussion: How do you choose which participatory methods to use? 

You can use the following resources: Participation toolkit  or Performing Participatory Foresight Methods, Mazzurco and Jesiek, Bertrand, Pirtle and Tomblin. 

 

Annex:  

Localised case study: The development of Nuclear Energy in Ireland. 

Context description: Wikipedia entry for Nuclear power in Ireland and the Carnsore Point protests. 

Summary: 

The entire island of Ireland, comprising The Republic of Ireland and Northern Ireland (part of the UK), has never produced any electricity from nuclear power stations. Previous plans have been opposed as early as the 1970s through large public rallies, concerts, and demonstrations against the production of nuclear energy on the island. At the time, Carnsore Point was proposed as a site for the development of four nuclear reactors by the Electricity Supply Board. Public opposition led to the cancelling of this nuclear project and its replacement with a coal burning power station at Moneypoint. Since the 2000s there has been a renewed interest in the possibilities for producing nuclear energy on the island, in response to climate change and the need to ensure energy security. Surveys for identifying public acceptance and national forums have been proposed as ways to identify current perceptions and prospects for the development of nuclear energy. Nevertheless, nuclear energy in the Republic of Ireland is still prohibited by law, through the Electricity Regulation Act (1999). Nuclear energy is currently a contentious topic of debate, with many involved parties holding varying positions and arguments. 

Example of stakeholders: The Irish government; the UK government; political parties; electricity supply board (state owned electricity company); BENE – Better Environment with Nuclear Energy (lobby group); Friends of the Irish Environment (environmental group), Friends of the Earth – Ireland (environmental group); The Union of Concerned Scientists; Wind Aware (lobby group); local community (specified further based on demographic characteristics, such as the Traveller community); scientists in the National Centre for Plasma Science & Technology at Dublin City University (university researchers). 

Sources used for the description of the roles: Policy documents; official websites; institutional or group manifestos; news articles, editorials and other appearances in the media. 

 

This work is licensed under a Creative Commons Attribution-ShareAlike 4.0 International License.

Any views, thoughts, and opinions expressed herein are solely that of the author(s) and do not necessarily reflect the views, opinions, policies, or position of the Engineering Professors’ Council or the Toolkit sponsors and supporters.

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