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This material handling equipment (MHE) taxonomy was created by Michael G. Kay for use in IE 453: Facilities Design
and IE 753: Material
Handling Systems at North Carolina State University.
The taxonomy is adapted from the MHE classifications presented in Table 1 of Chu et al.
[1] and Section 6.6 of Tompkins et al. [2]. Although not explicitly cited, much of the
information provided for each type of equipment has been culled from the following primary
sources: Tompkins et al. [2], Kulwiec [3], Konz [4], and Ward [5].

Using the Taxonomy as an Educational Tool
This taxonomy is not intended to be as comprehensive as, for example, Ward's [5]
taxonomy. Instead, it is intended to provide a finite amount of information about the most
common types of material handling equipment to students unfamiliar with material handling
terminology. This taxonomy can be used to provide a bounded amount of material that
students can be expected to memorize for a 10 to 15 question 30-minute closed-book portion
of an exam.
Suggested types of exam questions include the following:
 | What is a principal difference between MHE x and MHE y?; e.g.,
describe a principal difference between a pallet jack and a pallet truck. |
 | Describe one advantage and one disadvantage of using MHE x as opposed to MHE y;
e.g., describe one advantage and one disadvantage of using a slipsheet as opposed to a
pallet to support a unit load. |
 | Determine a particular type of MHE given its characteristics; e.g., what type of
industrial truck is not used to transport material? |
 | Given the characteristics of a particular move, is MHE x or MHE y
likely to be the most appropriate type of equipment? Explain your answer. For example,
describe why, as compared to a pallet jack or counterbalanced lift truck, a walkie stacker
is likely to be the most economical and/or technically feasible for infrequent,
short-distance moves of pallets from a loading dock to pallet racks. |
 | List n types of MHE of a particular kind; e.g., list five different types of
bulk handling conveyors. |
 | Visual identification, by name, of line drawings of MHE, where only the figures from the
taxonomy are presented. |
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References
- H.-K. Chu, P.J. Egbelu, and C.-T. Wu, "ADVISOR: A computer-aided material handling
equipment selection system," Int. J. Prod. Res., 33(12):3311-3329, 1995.
- J.A. Tompkins et al., Facilities Planning, Second Edition, Wiley, New York,
1996.
- R.A. Kulwiec, Ed., Material Handling Handbook, Second Edition, Wiley, New York,
1985.
- S. Konz, Facility Design: Manufacturing Engineering, Second Edition, Publishing
Horizons, Scottsdale, AZ, 1994.
- R.E. Ward, An Overview of Basic Material Handling Equipment, Material Handling
Institute, Charlotte, NC, 1986.
- R.A. Kulwiec, Advanced Material Handling, Material Handling Institute,
Pittsburgh, PA, 1983.
- R.A. Kulwiec, Basics of Material Handling, Material Handling Institute,
Charlotte, NC, 1981.
- Application Guidelines for Ergonomic Assist and Safety Equipment, E.A.S.E.
Council of Material Handling Institute, Charlotte, NC, 1996.
- Considerations for Conveyor Sortation Systems, Material Handling Institute,
Charlotte, NC, 1989.
- Considerations for Planning an Automated Storage/Retrieval System, Material
Handling Institute, Pittsburgh, PA, 1982.
- Reference Guide to Overhead Material Handling Systems, Material Handling
Institute, Charlotte, NC, 1993.
- F. Pellegrino, Rensselaer Polytechnic Institute: Conveyors and Palletizers,
ALVEY Inc., 1993.
- G. Boothroyd, C. Poli, and L. Murch, Automatic Assembly,
Marcel Dekker, New York, 1982.
- M. Gardner, New Mathematical Diversions, Mathematical Assoc. of
America, Wahsington, DC, 1995.
- D. Locke, Global Supply Management: A Guide to International
Purchasing, Irwin, Chicago, 1996.
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Figure Source Citations
The order of the citations listed below follow the same format as the MHE taxonomy.
Figures not listed below are original.
I. Transport Equipment
A. Conveyors
- 1. Fig. 17 in [5]
- 2(left and right) Fig. 18 in [5]
- 3a. Fig. 19 in [5]
- 3b. Fig. 24 in [5]
- 4. Fig. 25 in [5]
- 5. Fig. on p. 7 in [9]
- 6. Fig. 22 in [5]
- 7. Fig. 9-3 in [6]
- 8. Fig. 9-2 in [6]
- 9. Fig. 9-2 in [6]
- 10. Fig. 9-2 in [6]
- 11. Fig. 9-2 in [6]
- 12a. Fig. 9-2 in [6]
- 12b. Fig. 51 in [5]
- 13a. Fig. 38 in [5]
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- 13b. Fig. 36 in [5]
- 14. Fig. 43 in [5]
- 15. Fig. 8-8 in [6]
- 16(right) Fig. 8-8 in [6]
- 17(right) Fig. 8-8 in [6]
- 18(right) Fig. 8-5 in [6]
- 19. Fig. 1 in [9]
- 19a(left) Fig. 27 in [5]
- 19a(right) Fig. 28 in [5]
- 19b(left) Fig. 29 in [5]
- 19b(right) Fig. 30 in [5]
- 19c. Fig. 31 in [5]
- 19d. Fig. 32 in [5]
- 19e. Fig. 33 in [5]
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B. Cranes
- Fig. 103 in [11]
- 1. Fig. 70 in [5]
- 2. Fig. 72 in [5]
- 3(left) Fig. 20 in [11]
- 3(middle) Fig. 21 in [11]
- 3(right) Fig. 75 in [5]
- 4. Fig 77 in [5]
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C. Industrial Trucks
- 1a. Fig. 8-4 in [6]
- 1b. Fig. 8-4 in [6]
- 1c(left) Fig. 8-4 in [6]
- 1c(right) Fig. 87 in [5]
- 2a. Fig. 8-4 in [6]
- 2b. Industrial Truck Association (Fig. 15 in [5]) *
- 3a. Insert in [8]
- 3b. Industrial Truck Association (Fig. 16 in [5]) *
- 4. Industrial Truck Association (Fig. 16 in [5]) *
- 5a. Industrial Truck Association (Fig. 15 in [5]) *
- 5b. Industrial Truck Association (Fig. 15 in [5]) *
- 6a. Fig. 7-7 in [6]
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- 9a. Industrial Truck Association (Fig. 14 in [5]) *
- 9b. Industrial Truck Association (Fig. 15 in [5]) *
- 10. Industrial Truck Association (Fig. 14 in [5]) *
- 11. Industrial Truck Association (Fig. 14 in [5]) *
- 12. Adapted from Fig. 8-4 in [6]
- 13. Fig. 8-4 in [6]
- 14a. Fig. 45 in [5]
- 14b. Fig. 46 in [5]
- 14c. Adpated from Fig. 1-2 in [7]
- 14d. Adpated from Fig. 47 in [5]
- 14e. Fig. 48 in [5]
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II. Positioning Equipment
- 2. Fig. 68 in [5]
- 3. Fig. 16a in [5]
- 4. Fig. 20 in [5]
- 5. Fig. 67 in [5]
- 6. Adpated from Fig. 67 in [5]
- 7. Fig. 8-7 in [6]
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- 8. Fig. 78 in [5]
- 9. Fig. 81 in [5]
- 10a. Fig. 69 in [5]
- 10b. Fig. 8-9 in [6]
- 10c. Insert in [8]
- 11. Fig. 9-6 in [6]
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III. Unit Load Formation Equipment
- 2. Fig. 5.7a in [10]
- 5. Fig. 86 in [5]
- 6(left) Fig. 5.7c in [10]
- 6(right) Fig. 5.7g in [10]
- 11. Adapted from Fig. 5.7c in [10]
- 12. Fig. 18.1.2 in [3] *
- 13. Fig. 3-4 in [7]
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- 14. Fig. 89 in [5]
- 15a. Adapted from Fig. on p. 6 of [8]
- 15b. Adpated from Fig. 67 in [5]
- 15c(top) Fig. in Sec. 3 of [12] *
- 15c(bottom) Fig. in Sec. 3 of [12] *
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IV. Storage Equipment
- 2. Fig. 6-3 in [6]
- 3. Fig. 5 in [5]
- 4. Fig. in [3] (Fig. 4 in [5]) *
- 5. Fig. 53 in [5]
- 6. Fig. 6 in [5]
- 7. Fig. 7 in [5]
- 8. Fig. 8 in [5]
- 9. Fig. 92 in [5]
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- 10. Fig. 6-10 in [6]
- 11. Fig. 55 in [5]
- 12a. Fig. 6-17 in [6]
- 12b. Fig. 6-14 in [6]
- 12c. Fig. 61 in [5]
- 12d. Fig. 3.4 in [10]
- 13. Fig. 66 in [5]
- 14. Fig. 12 in [5]
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V. Identification and Communication Equipment
* Indicates non-MHI figure (will need permission or replacement)

Please send any questions or comments concerning the MHE Taxonomy to Michael G. Kay at kay@eos.ncsu.edu
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