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:
research various aspects of decarbonisation and the energy transition;
consider short- and long-term components of ethical decision-making;
practice negotiating between stakeholders;
develop and present an energy transition plan.
Teachers have the opportunity to:
introduce or expand on technical content related to decarbonisation;
introduce or reinforce bibliographic research skills;
informally evaluate critical thinking and argumentation.
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?
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 responsibilityand 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:
determine if an engineering situation has ethical dimensions and identify what these are;
identify where tensions might arise as an engineer versus a business;
debate possible solutions to an ethical dilemma.
Teachers have the opportunity to:
highlight professional codes of ethics and their relevance to engineering situations;
address approaches that resolve interpersonal and/or professional conflict;
integrate technical content on materials design and chemistry;
informally evaluate students’ critical thinking and communication skills.
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 manufacturedand 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.
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:
determine if an engineering situation has ethical dimensions and identify what these are;
identify where tensions might arise between professionals and practise resolving those tensions;
consider and present possible solutions to a professional dilemma;
integrate ethical considerations into an engineering solution.
Teachers have the opportunity to:
highlight professional codes of ethics and their relevance to engineering situations;
address approaches to resolve interpersonal and/or professional conflict;
integrate technical content on engineering design;
evaluate students’ critical thinking and communication skills.
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:
Checking each blade for damage;
Assessing whether repairs are needed, what repairs those are, and how urgently;
Determining how maintenance can be conducted efficiently and cost-effectively.
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:
Employment safety regulations;
Legal guidelines governing industrial activity in the open sea.
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:
The company to meet or exceed its corporate responsibility commitments relating to social licence to operate;
Maintain the ecological integrity of the ecosystem.
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:
Minimises or removes the need for personnel rope access and working from height;
Minimises or removes downtime of a wind turbine generator (WTG) during inspection.
Aspects to consider:
Types of damage that the solution can detect
Detection methods
Accuracy of data and how data is retrieved and processed
Weather and sea conditions
Ease and flexibility of operation e.g., distance from turbines, battery life, charging requirements
Speed of inspection
Safety of operation
Effects on the environment.
Teachers could task teams to work together to:
Develop a feasible blade inspection solution
Create a project programme for development of the solution
Assess risk, technical merit and personnel health & safety within the field
Pitch the solution in a technical sales meeting.
The pitch could include details of:
Overview of solution, methodology and unique selling points
Technical explanation of solution (including product specifications and risk)
Explanation of operability within the field
Assessment of health & safety and environmental impact.
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.
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.
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:
identify legal, professional, and ethical rules and guidance;
investigate technical and environmental components of circularity;
consider professional roles and associated responsibilities;
practice preparing for a public interview.
Teachers have the opportunity to:
introduce or provide practice in Life Cycle Assessment;
highlight relevant ethical codes and quality standards;
address approaches to professional and/or interpersonal conflict;
informally evaluate critical thinking and analysis.
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.
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.
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:
identify underlying values of professional situations;
practise developing, defending, and delivering arguments;
debate the potential options of an ethical decision;
make and justify an ethical decision;
identify and define positions on an ethical issue;
apply codes of ethics to an engineering ethics dilemma;
consider different perspectives on an ethical issue and what values inform those perspectives;
practise professional communication related to ethical dilemmas;
identify professional responsibilities of engineers in an ethical dilemma;
determine and defend a course of action in response to an ethical dilemma;
consider how they would act in an ethical situation.
Teachers have the opportunity to:
evaluate critical thinking, argumentation, and communication skills;
highlight professional codes of ethics and their relevance to an engineering situation;
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.
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).
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 4here 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:
understand how the current energy system works;
relate the implementation of new technologies to real-world impacts on the consumer;
improve their zeroth order approximation skills and use these back of the envelope calculations to inform decisions;
consider how to weigh the benefits and burdens of ethical decisions;
consider the influence of policy on technology uptake and consumer behaviour.
Teachers have the opportunity to:
introduce concepts related to energy pricing;
integrate technical content about energy and thermodynamics;
informally evaluate students’ research skills and zeroth order approximation.
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:
the second law of thermodynamics and how a heat pump works;
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:
The air source heat-pump has a COP of 2.5
The air-source heat pump runs for 8 hours a day to maintain a temperature of 21 °C
The average UK property size is 82 m2
A poorly insulated property (Victorian, single-glazed, no loft insulation) has an average heat loss of 110 W/m2
A well-insulated property (recent new build, post-2006) has an average heat loss of 30 W/m2
The unit price of electricity is 33.8 p per kWh
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:
The building requires 15,000 kWh for heating every year
A boiler has an efficiency of 85 %
An air-source heat pump (ASHP) has a COP of 2.5
A ground-source heat pump (GSHP) has a COP of 4.0
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:
Identical assumptions to Task B on the heating requirement (15,000 kWh), boiler efficiency (85%), and heat pump COP (2.5 for air-source and 4.0 for ground-source)
The average boiler lifetime is 10 years
The average heat pump lifetime (air-source and ground source) is 20 years
The infrastructure cost for boiler installation is £1,500, for an ASHP is £7,000, and for a GSHP is £14,000
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.
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.
Activity: Prompts to facilitate discussion activities.
Author: Sarah Jayne Hitt, Ph.D. SFHEA (NMITE, Edinburgh Napier University).
Overview:
There are several points in this case during which an educator can facilitate a class discussion about relevant issues. Below are prompts for discussion questions and activities that can be used. These correspond with the stopping points outlined in the case. Each prompt could take up as little or as much time as the educator wishes, depending on where they want the focus of the discussion to be.
Case Summary – Discussion prompts:
1. Professional Contexts. The question listed in the case study is meant to elicit students’ consideration of working as an engineer in a professional culture different from the one they are familiar with. To answer this question, educators could have students reflect quietly and make notes for a few minutes, or discuss with a partner before sharing with the class. If students are hesitant to engage in questions of cultural differences, they could be prompted to examine why they have that discomfort. Educators might also want to prepare for conversations like this by reviewing the guidance article Tackling tough topics in discussion.
2. Meeting Preparation. The question listed in the case study focuses on the choices that engineers make when presenting data; that is, should they show managers a complete or incomplete picture of the situation in question? What implications does that have in terms of managers’ ability to make decisions? The question also is meant to help students consider aspects of professional communication. Students could be tasked with actually doing a version of the meeting preparation as pairs in the classroom, or they could do this as a reflective exercise as well.
Dilemma – Part one – Discussion prompts:
1. Personal and Professional Responsibility. Here, students are being asked to explore their own personal responses to the informal housing situation outside the factory and interrogate whether or not that response could or should affect their professional actions. The question also investigates the scope of professional responsibility, and at what point an engineer has fulfilled this or fallen short. To engage students in this discussion, educators could split the class in half, with half the room discussing the position that Yasin does NOT have a responsibility, and why; and the other half discussing the position that Yasin DOES have a responsibility and why. Alternatively, students could be asked to write down their own answer to this question along with reasoning why or why not, and then the educator could ask volunteers to share responses in order to open up the discussion.
2. Economic Contexts. Students can use this question to expand on question 1 of this section, and in fact they may already have drawn cost into their reasoning. One way to open up this discussion is to think of the broader costs, meaning: is there a social or environmental cost that the company externalises through its polluting activities? Another way into the question is to go back to the question of responsibility, because engineers are routinely responsible for making budgets and judgements related to costs. Through this financial activity, are they able to advocate for more ethical practices, and should they?
Dilemma – Part two – Discussion prompts
1. Job Offer. This question is meant to point to the issue of bribery, and have students wrestle with the situations presented in the case. Educators could have students review various definitions of bribery, including the one in the RAEng’s Statement of Ethical Principles. They could compare this with the Engineering Council of India’s Code of Ethics. What do these two codes say about Yasin’s case? If they don’t give clear guidance, what should Yasin do? Students could discuss why or why not they think this is bribery in small or large groups, and could debate what Yasin’s action should be and why.
2. External Reporting. This question addresses whistleblowing, and what responsibilities engineers have for reporting unethical actions to professional or legal entities. Students could be asked individually to answer the question and give reasons why, based on the codes of ethics relevant to the case. They could also answer the question based on their own personal values. Then they could discuss their responses in small groups and interrogate whether or not the codes conflict with their values. Educators could at this point raise the question of whether or not there may be different cultural expectations in this area that Yasin might have to navigate, and if so, if this should make any difference to the action he should take. Students could also be asked to chart out the personal and professional repercussions Yasin could experience for either action. This discussion could be good preparation for activity #5, the debate.
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: Mr Neil Rogers (Independent Scholar); Sarah Jayne Hitt, Ph.D. SFHEA (NMITE, Edinburgh Napier University).
Topic: Suitable technology for developing countries.
Ethical issues: Sustainability; Honesty; Integrity; Public good.
Professional situations: Communication; Bribery; Working cultures; Honesty; Transparency.
Educational level: Advanced.
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 requires a newly appointed engineer to make a decision about whether or not to sell unsuitable equipment to a developing country. Situated in Ghana, the engineer must weigh perspectives on environmental ethics that may differ from those informed by a different cultural background, as well as navigate unfamiliar workplace expectations.
The engineer’s own job security is also at stake, which may complicate decision-making. As a result, this case has several layers of relations and potential value-conflicts. These include values that underlie assumptions held about honesty, integrity, the environment and its connection to human life and services.
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.
This case study 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 study allows teachers the option to stop at multiple points for questions and/or activities as desired.
Learners have the opportunity to:
analyse value assumptions related to environmental ethics;
consider whether decisions made by an engineer are ethically acceptable or unacceptable;
undertake cost-benefit and value trade-off analysis in the context of an ethical dilemma;
practise argument and reasoning related to an ethical dilemma;
use heuristics to help ethical decision-making.
Teachers have the opportunity to:
introduce concepts related to values in environmental ethics;
informally evaluate students’ argument and reasoning skills;
integrate technical content in the areas of electrical or mechanical engineering related to remote water supplies;
highlight heuristics as tools for ethical decision-making;
address cultural and professional norms in different countries.
To prepare for activities related to environmental ethics, teachers may want to read, or assign students to pre-read, the academic articles found in the resource list: ‘Environmental ethics: An overview’ or ‘Mean or Green: Which values can promote stable pro-environmental behaviour?’
Dilemma – Part one:
You have just graduated from university as a mechanical engineer and you are starting your first job as a sales engineer for JCD Engineering, a company that designs and manufactures pumping equipment. JCD has recently expanded operations in sub-Saharan Africa and you took the job because you were excited for the opportunity to travel and work in a country and culture different from your own.
For your first project, you have been asked to put together quite a large bid for a water pumping aid project for some farms in northern Ghana. It just so happens that there is a trade show being held in Accra, so your manager has suggested you attend the show with a colleague to help on the company stand and combine this with a site visit to where the pumping equipment is to be installed. A representative from the aid organisation agrees to drive you to where the project will be sited before the trade show takes place.
On arrival in Ghana, you are met by the rep to take you on your journey up country. This is your first visit to a developing country; you are excited, a little apprehensive and quite surprised by disorganisation at the airport, poor infrastructure, and obvious poverty in the villages up country. Still, you immediately see the difference that water pump installation could make to improve quality of life in villages. After two days of travelling, you eventually arrive at the village where the project JCD is bidding on will be situated. You are surprised to hear that the aid rep is quite cynical about engineering aid projects from the UK; this is because many have failed and she hopes that this won’t be another one. She is very busy and leaves you with local school teacher Amadou, who will host you during your stay and act as your interpreter.
The local chief, farmers, and their families are very excited to see you and you are taken aback by the lavish food, dancing, and reception that they have laid on especially for you. You exchange social media contacts with Amadou, who you understand has been instrumental in winning this contract. You get excited about working with Amadou on this project and the prospect of improving the livelihoods of the locals with better access to clean water.
After some hours you get shown some of the existing pumping equipment, but you don’t recognise it and it has obviously been left idle for some time and looks to be in a poor state. The farmers appear confused and are surprised that you aren’t familiar with the pumps. They explain that the equipment is from China and was working well for many years. They understand how it operates and have even managed to repair some of the fittings in local workshops, but there are now key parts they have been waiting many months for and they assume that you have brought them with you.
You try to explain through Amadou that there has been some misunderstanding and that you don’t have the spares but will be quoting for replacement equipment from your company in the UK. This is not what the farmers want to hear and the mood changes. They have spent many years getting to know this kit and now they can even locally fabricate some of the parts. Why would you change it all now? The farmers start shouting and Amadou takes you to one side and suggests you should respond by offering them something in return.
What should you offer them?
Optional STOP for questions and activities:
1. Discussion: What is your initial reaction to the miscommunication? Does it surprise you? What might your initial reaction reveal to you about your own perspectives and values?
2. Discussion: What is your initial reaction to the reception given to you? Does it surprise you? What might your initial reaction reveal to you about your own perspectives and values?
3. Activity: Technical integration – undertake an electrical engineering technical activity related to water pumps and their power consumption against flow rates and heads.
4. Discussion and activity: List the potential benefits and risks to implementing water pump technology compared to traditional methods of water collection. Are these benefits and risks the same no matter which country they are implemented in?
5. Activity: Research water pumping in developing countries. What are the main technical and logistical issues with this technology? Are there any cultural issues to consider?
6. Activity: This activity is related to optional pre-readings on environmental ethics. Consider how your perspective is related to the following environmental values, and pair/share or debate with a peer.
Anthropocentrism versus Biocentrism: are humans above or a part of the environment?
Intrinsic versus Instrumental: is nature inherently valuable or only valuable because of the use humans can make of it?
Holism versus Individualism: are certain elements of the environment more valuable than others, or does every part of the ecosystem have equal value?
Egoism versus Altruism: do we care about the environment as a result of what we gain from it, or regardless of human benefits?
Obligations to future generations: do we have a responsibility to provide a safe and healthy environment for humans that don’t yet exist, or for an ecosystem that will eventually change?
Dilemma – Part two:
You reluctantly backtrack a little on what you said earlier and convince Amadou and the farmers that you will be able to sort something out. Back in Accra at the local trade show, you manage to source only a few spares as a quick fix since you had to pay for them yourself without your colleague noticing. The aid representative agrees to take them up country next time she travels.
You arrive back in the UK and begin to prepare the JCD bid. You are aware that the equipment from your company is very different to the Chinese kit that the farmers already have. It is designed to run on a different voltage and uses different pipe gauges throughout for the actual water pumping. The locally fabricated spares will definitely not connect to the JCD components you will be specifying.
You voice your concerns to your manager about the local situation but your manager insists that it is not your problem and the bid will not win if it is not competitive. Sales in your department are not good at the moment, and after all you are a new employee on probation and you want to make a good first impression.
Having further investigated some comments Amadou made on the trip, you discover that the water table has dropped by several metres in this part of Ghana over the last five years and you realise that the equipment originally quoted for might not even be up to the job!
Optional STOP for questions and activities:
1. Discussion: Should you disclose these newly discovered concerns about the water table height or keep quiet?
2. Discussion: Do you continue to submit the bid for equipment that you know may be totally inappropriate? Why, or why not?
3. Activity: Role-play a conversation between the engineer and the JCD manager about the issues that have been discovered.
4. Discussion and activity: Research levels of the water table in West Africa and how they have changed over the last 50 years. Is there a link here to climate change? What other factors may be involved?
5. Discussion: Environmental ethics deals with assumptions that are often unstated, such as the obligation to future generations. Some people find that our obligation is greater to people who exist at this moment than to those that don’t yet exist. Do you agree or disagree with this position? Why? Can we maintain an obligation to future generations while simultaneously saying that this must be weighed against the obligations in the here and now?
6. Activity: Both cost-benefit and value trade-off analyses are valuable approaches to consider in this case. Determine the possible courses of action and undertake both types of analysis for each position by considering both short- and long-term consequences. (Use the Mapping actors and processes article to help with this activity.)
7. Activity: Using reasoning and evidence, create arguments for choosing one of the possible courses of action.
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.
Activity: An ethical evaluation of the technology and its impacts.
Author: Dr Fiona Truscott (UCL).
Overview:
This enhancement is for an activity found in the Dilemma Part one, Point 1 section of the case: “Identify different aspects of the production process where ethical concerns may arise, from production to delivery to consumption.” Below are prompts for discussion questions and activities that can be used. Each prompt could take up as little or as much time as the educator wishes, depending on where they want the focus of the discussion to be.
In this group activity, students will act as consultants brought in by the Power to Food team to create an ethical evaluation of the technology and any impacts it may have throughout its lifetime. The aim here is for students to work together to discuss the potential ethical issues at each stage of the production process as well as thinking about how they might be addressed. Groups will need to do research, either in class or at home. Depending on the timeframe you may want to give them a starting point and some basic information found in the case study’s learning and teaching resources.
Suggested timeline:
Introduce students to the Power to Food case study (this could be pre-reading) and what they will be doing in their teams.
Some facilitated workshop time/space for Q&As; this may be more or less open-ended depending on where your students are in their programme. Depending on time, you may want to centre workshops around harms or values or a particular stage of the production process. You can use the questions below to structure a discussion session or get teams to look at alternative viewpoints.
Teams present/submit their work.
Team briefing:
You are a team of consultants brought in by the company who has developed Power to Food technology. Before they go to market they want to understand the ethical issues that may arise from the technology and address them if possible. They want you to look at the process as a whole and identify any ethical issues that might come up. They also want to know how easy these issues might be to address and want you to suggest potential ways to address them. You will need to provide the company with a briefing on your findings.
Tools:
It’s useful to give teams some frameworks through which they can do an analysis of the production process. One of those is to discuss who is harmed by the process at each stage. This is harm in the widest possible sense: physical, environment, political, reputational etc. What or who could be impacted and how? Another framework is the values of the people or entities involved in the process: what are they trying to achieve or what do they want and are any of these in conflict? Topics such as sustainability and accessibility also have an ethical dimension, and using these as a lens can help students to look at the problem from a different viewpoint.
Prompts for questions:
These are questions that you can get students to answer in class or suggest that they cover in an assessment. This could also be information you give the team so that they can use it as a foundation.
Identify the different stages of the Power to Food production process and the contexts that they happen in.
What harms might happen in each stage? Who or what might be harmed, how likely is it and what impact would it have?
What values might each person or entity that is involved with each have? What would they want and what are their responsibilities? Is there conflict between these?
Is there anything outside of harms and values that might cause an ethical issue?
What happens if you use a sustainability lens? Or a risk lens? What about accessibility?
Think about how you might address these ethical issues. Sort your identified ethical issues out into those that might be easy to address and those that aren’t.
Why are some easier than others to address?
Assessment:
This group activity lends itself to a few different assessment formats, depending on what fits with your programme and timeframe. The two key things to assess are whether students can understand and identify ethical issues across the whole Power to Food production process and whether they can discuss ways to address these issues and the complexities that can be involved in addressing these issues. These two things can be assessed separately; for example through a written report where teams discuss the potential issues and a presentation where they talk about how they might address these issues. Or one assessment can cover both topics. This can be a written report, a live or recorded presentation, a video, podcast or a poster. Teams being able to see other teams’ contributions is both a good way of getting them to discuss different viewpoints and makes for a fun session. You can get teams to present their final work or a draft to each other.
Depending on the timeframe, you may also want to build in some skills assessment too. The AAC&U’s VALUE rubrics are a great starting point for assessing skills and IPAC is a good tool for assessing teamwork via peer assessment.
Understanding and identification of ethics issues across the whole Power to Food production process
Has identified and understood context specific ethical issues across the production process. May have shown some understanding of how issues may impact on each other.
Has identified and understood broad/general ethical issues around production processes but hasn’t linked much to the specific context of the case study. Some stages may be more detailed than others.
Has not identified many or any ethical issues and seems to have not understood what we’re looking for.
Discussing ways to address these issues and the complexities that can be involved
Has identified context specific ways to address the ethical issues raised and has understood the potential complexities of addressing those ethical issues.
Has identified broad/general ways to address the ethical issues raised and made some reference to differing levels of complexity in addressing ethical issues.
Has not identified many or any ways to address the ethical issues raised and seems to have not understood what we’re looking for.
Communication
Very clear, engaging and easy to understand communication of the ethical issues involved and ways to address them. Right language level for the audience.
Generally understandable but not clear in places or uses the wrong level of language for the audience (assumes too much or not enough prior knowledge).
Difficult to understand the point being made either due to language used or disconnection to the point of the assessment or topic.
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.
Activity: Role-play the council meeting, with students playing different characters representing different perspectives.
Author: Cortney Holles (Colorado School of Mines, USA).
Overview:
This enhancement is for an activity found in the Dilemma Part two, Point 6 section: “Role-play the council meeting, with students playing different characters representing different perspectives.” Below are several prompts for discussion questions and activities that can be used. Each prompt could take up as little or as much time as the educator wishes, depending on where they want the focus of the discussion to be.
Prompts for questions:
After discussing the case in class, and completing the stakeholder mapping activity (Dilemma Part one, Point 4 – repeated below) from the Water Wars case study, this lesson guides teachers through conducting a role-play of the council meeting scenario.
1. Discuss the stakeholder mapping activity: Who are all the characters in the scenario? What are their positions and perspectives? How can you use these perspectives to understand the complexities of the situation more fully?
2. To prepare for the council meeting role-play activity, assign students in advance to take on different stakeholder roles (randomly or purposefully), or let them self-assign based on their interests. Roles can include any of the following:
Suggestions from Stakeholder mapping activity:
Data Storage Solutions
Farmers’ union
Local Green party
Local council
Member of the public
Stakeholders who use DSS’s data storage services (such as the local hospital and schools)
Non-human stakeholders – for example, the fish, birds and insects.
Additional stakeholders to consider:
Councillors – you can choose to have them represent different political stances in your area
Environmental representatives or activists – speaking on behalf of the ecosystem and the species within it
Local citizens worried about their water supply
Local citizens in support of DSS and its economic importance in the area
DSS employee representatives – arguing on behalf of the company and their jobs
Farmers who are worried about their crops and the water supply
Clients of DSS who use data storage (hospitals, schools)
Others you or your students want to include (businesses, community groups, local politicians).
3. Before the class session in which the role-play will occur, students should research their stakeholder to get a sense of their values and motivations in regard to the case. Where no information is available, students can imagine the experiences and perspectives of the stakeholder with the goal of articulating what the stakeholder values and what motivates them to come to the council meeting to be heard on this issue. Students should prepare some statements about the stakeholder position on the water use by DSS, what the stakeholder values, and what the stakeholder proposes the solution should be. Students assigned to be council members will prepare for the role-play by learning about the conflict and writing potential questions they would want to ask of the stakeholders representing different views on the conflict.
4. In class, students prepare to role-play the council meeting by first connecting with others in the same stakeholder role (if applicable – you may have few enough students to have only one student assigned to a stakeholder) and deciding who can speak (you may want to require each student to speak or ask that one person be nominated to speak on behalf of the stakeholder group).
5. As the session begins, remind students to jot down notes from the various perspectives’ positions so there can be a debrief conversation at the end. Challenge students to consider their personal biases and position at the outset and reflect on those positions and biases at the end of the council meeting. If they were a lead member of the council, what solution would they propose or vote for?
6. As the Council Meeting begins, the teacher should act as a moderator to guide students through the session. First the teacher will briefly highlight the issue up for discussion, then pass it to the students representing the Council members. Council members will open the meeting with their description of the matter at hand between DSS and other local parties. They set the tone for the meeting with a call for feedback from the community members. The teacher can help the Council members call up the stakeholders in turn. Each stakeholder group will have a chance to state their argument, values, and reasons for or against DSS’ water use. Each stakeholder will have an opportunity to suggest a proposed solution and Council members can engage in discussion with each stakeholder to clarify anything about their position that was unclear.
7. At the end of the meeting, the council members privately confer and then publicly vote on a resolution for the community. All students, no matter their role, end the class by reflecting on the outcome and their original position on the case. Has anything shifted in their position or rationale after the council meeting? Why or why not?
8. The whole class could then engage in a discussion about the outcome of the council meeting. Teachers could focus on an analysis of how the process went, a discussion about the persuasiveness of different values and positions, and/or an exploration of the internal thinking students went through to arrive at their positions.
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.