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GOALS
To introduce the ASME Y14.5 M standard on geometric dimensioning and tolerancing To illustrate its importance to design specification, fabrication, and verification
TOPICS TO BE COVERED
MOTIVATION OVERVIEW OF THE ASME Y14.5M STANDARD DIMENSIONAL TOLERANCES GEOMETRIC TOLERANCES
MOTIVATION
REAL LIFE PART MANUFACTURE AND THE PRODUCT SPECIFICATION AND QUALIFICATION DILEMMA
.994 .002 Surface Shape: cylinder Surface Shape: cylinder with axial straightness error and non-uniform cross sections
1.000 .002
Design Specification
How are dimensional specifications to be interpreted and qualified when manufactured parts have geometric errors?
MOTIVATION
REAL LIFE PART MANUFACTURE AND THE PRODUCT SPECIFICATION AND QUALIFICATION DILEMMA
.994 .002 Surface Shape: cylinder
1.000 .002
Design Specification
Product Assembly
The American National Standards Institute (ANSI) solved this problem through the development of the ANSI Y14.5M standard This standard provides a suite of specifications to identify types of geometric variation and to specify their acceptable levels Designers can use this standard to translate product functional requirements into specifications that can be unambiguously interpreted ASME is now responsible for the modification and publication of the standard
.992 .002
Dimensional Tolerance
.001 A
Geometric Tolerance
1.002 .002
.001 A
Design Specifications
The dimensional tolerances and geometric tolerances combine to define virtual condition envelopes that bound the mating geometric features
The bounding envelopes are used for assembly verification If the bounding envelopes and datums can be conceptually assembled as designed, then actual product features satisfying the individual tolerances are guaranteed to assemble as designed
DIMENSIONAL TOLERANCES
Topics to be covered:
Specification of Dimensions and Dimensional Tolerances Definition of a Feature of Size Interpretation of a Dimensional Tolerance Applied to a FOS Assembly Analysis Interpretation of a Dimensional Tolerance Applied to a non FOS
Specification
.994 .994 .002 .996 .992
Illustration of a dimension and dimensional tolerance expressed as maximum and minimum limits
basic dimension (ordinarily used in combination with a geometric tol.) nominal dimension and a dimensional tolerance dimensional limits (nominal and tolerance are implied)
Specification
Prefix .994 Dimension Prefixes diameter S spherical diameter R radius SR spherical radius arc length
A dimension may appear with a special prefix to help identify its meaning Some important prefixes are shown above
The specifications associated with a dimensional tolerance are determined by whether it is or is not a Feature of Size (FOS) A FOS is anyone of the following:
A complete cylindrical surface A complete spherical surface Two parallel planar surfaces with opposing surface normals
.994 .002
3.500 .005
1.000 .002
MMC Limit: The dimension size of a FOS that will lead to the part having the maximum amount of material LMC Limit: The dimension size of a FOS that will lead to the part having the least amount of material
The features illustrated above are subject to dimensional tolerances but are not features of size
SMMC SLMC
SLMC
HMMC
D HLMC
This on a drawing
Means this
This on a drawing
Means this
Spec. #1: Variation of Size: Every cross section of the FOS must have a cross sectional envelope whose size lies within the specified size limits
Spec. #2: Variation of Form: The complete surface(s) of the FOS must not extend beyond a virtual condition envelope of perfect form whose size is the maximum material condition (MMC) limit
SLMC
D SMMC
T HLMC HMMC
HMMC
D HLMC
This on a drawing
This on a drawing
Exclusion of Spec. #2: Variation of Form: If the axis or center plane of a FOS is subject to a straightness tolerance, Spec #2 is null and void.
Assembly Analysis
shaft bushing SMMC SLMC HLMC HMMC
Given:
Determine the minimum guaranteed clearance that can be realized Determine the maximum clearance that may be realized
Assembly Analysis
SMMC SLMC SVC = SMMC HVC = HLMC HMMC HMMC
This on a drawing
Guarantees this
This on a drawing
Guarantees this
The condition of minimum clearance occurs when both the shaft and hole are subject to the maximum degree of combined size error and form error The geometry of each is touching the virtual condition envelope associated with its dimensional tolerance
Assembly Analysis
The minimum clearance is derived by assembling the virtual condition envelopes The minimum diametric clearance Cmin is computed as:
Cmin = HVC - SVC = HMMC - SMMC
Assembly Analysis
SLMC HLMC shaft bushing Shaft Subject to No Form Error Hole Subject to No Form Error
The condition of maximum clearance occurs when both the shaft and hole are:
free of form error have a uniform cross section diameter at the LMC limit
Assembly Analysis
shaft bushing .994 .002 1.000 .003
SMMC = .996; SLMC = .992 HMMC = .997; HLMC = 1.003 CMIN = HMMC SMMC = .001 CMAX = HLMC SLMC = .011
1.000 .005
This on a drawing
Datum Plane
Means This
A datum plane is established relative to the extreme points of the planar datum feature
.995
1.005
Datum Plane
Means This
A tolerance zone is positioned relative to the toleranced surface The tolerance zone consists of two planes parallel to the datum plane at distances indicated by the size tolerances
HOMEWORK ASSIGNMENT
Do Homework Set #1
GEOMETRIC TOLERANCES
Topics to be covered:
Geometric Tolerance Overview Form Tolerance: Straightness Specification Applied to the Axis of a Cylinder (RFS) Form Tolerance: Straightness Specification Applied to the Axis of a Cylinder (MMC) Orientation Tolerance: Perpendicularity Specification Applied to the Axis of a Cylinder Position Tolerance Applied to the Axis of a Cylinder Datums and Datum Establishment Tolerance Specification Example
Datum A plane
This on a drawing
Means this
Datum C plane
A geometric tolerance defines a 2D/3D tolerance zone within which the toleranced feature must lie
A geometric tolerance is specified within a Feature Control Frame (FCF) drawn near the toleranced feature or with a connecting leader The first element specified within a FCF is the geometric tolerance type
Orientation Tolerances Control Form Error and Orientation Error Relative to a Prescribed Datum
Parallelism of an axis, center plane, linear surface element, or planar surface Perpendicularity of an axis, center plane, linear surface element, or planar surface Angularity of an axis, center plane, linear surface element, or planar surface
Position Tolerance Controls Form Error, Orientation Error, and Position Error Relative to a Prescribed Datum System
Position of an axis for center plane
Some of the more important tolerance types are shown above These are used to control the geometric variation of:
a surface a linear element or circular element on a surface an axis or center plane of a FOS
The second element specified is the size of the tolerance zone The form of the tolerance zone is implied by the feature that is toleranced A prefix helps identify the size type e.g. diameter, width, etc.
Mode of Application for Toleranced FOS M Maximum Material Condition basis L Least Material Condition basis Regardless of Feature Size: (default)
If the tolerance is applied to the axis or center plane of a FOS, the mode of application must be specified Regardless of Feature Size (RFS) is the default mode Maximum Material Condition (MMC) or Least Material Condition (LMC) modes must be explicitly identified with a symbol
4.000
A Datum Feature
If the tolerance requires prescribed datums, these are identified within the last elements of the FCF The datums are associated with part features that are identified with datum feature symbols
Mode of Application for Datum Associated with a FOS M Maximum Material Condition basis L Least Material Condition basis Regardless of Feature Size: (default)
2.500
4.000
Mode of Application
If the datum is associated with a FOS, the mode of application must be identified Regardless of Feature Size (RFS) is the default mode Maximum Material Condition (MMC) or Least Material Condition (LMC) modes must be explicitly identified with a symbol
HOMEWORK ASSIGNMENT
Do Homework Set #2
T SMMC SLMC
SMMC SLMC
SMMC SLMC T
leader drawn from the FCF to the cylindrical surface
Consider the application of a straightness tolerance to the axis of a cylindrical shaft on an RFS basis This should not be confused with the application of a straightness tolerance to a linear element on a surface
actual shaft
Straightness Tolerance Requirement The axis of the cylindrical feature (e.g. shaft) must lie within a cylindrical tolerance zone whose diameter is T. 1.000 .005
Each circular cross section must have a diameter that lies within the
actual shaft
Closer Review of the Interpretation Define a datum axis at optimal orientation and position relative to the 1.000 .005 actual cylindrical surface (e.g. the datum axis that will result in the smallest measureable straightness error)
Closer Review of the Interpretation Randomly define a cross section of the cylinder via a cutting plane that is 1.000 .005 orthogonal to the datum axis
Closer Review of the Interpretation Determine the distance d between the envelope center point and the datum axis
The cross section straightness error = 2 x d To be in compliance with the straightness tolerance: straightness error T
The virtual condition envelope that results from the combined dimensional tolerance and axial straightness tolerance circumscribes the locus of cross sections, each at MMC diameter, and each at the maximum 1.000 .005 permissible straightness error The diameter of the envelope (SVC) is defined as: SVC = SMMC + T
Consider the application of a straightness tolerance to the axis of a cylindrical hole on an RFS basis Its interpretation is nearly identical to the case of the shaft with two notable exceptions
1.000 .005
The virtual condition envelope inscribes the locus of cross sections, each at MMC diameter, and each at the maximum permissible straightness error
1.000 .005
T HLMC HMMC
Consider the application of a straightness tolerance to the axis of a cylindrical shaft or a cylindrical hole on an MMC basis The interpretation is identical to the RFS cases with one notable exception
Tolerance Zone Size Assessment For each cross section assessed, an actual tolerance zone diameter (Ta) must be determined as follows: An increase in allowable straightness error if the cross section Ta = T + |MMC - a| where:
size departs from MMC Bonus can not exceed dimensional tolerance Bonus does not affect the virtual condition envelope The possibility of a bonus implies that a straightness tolerance applied on an MMC basis is less restrictive than RFS
a: cross section envelope diameter MMC: MMC size limit of the cylinder T: straightness tolerance diameter indicated in the FCF
A A
SMMC SLMC
T A
HLMC HMMC
T A
Consider the perpendicularity tolerance applied to the axis of a shaft or hole on an RFS basis
datum A plane
shaft axis cylindrical tol. zone
datum A plane
hole axis cylindrical tol. zone
Perpendicularity Tolerance Requirement The axis of the cylindrical feature must lie within a cylindrical tolerance zone whose diameter is T and whose axis is perpendicular to datum A
The tolerance zone can be positioned to obtain the optimal measurement The tolerance controls the straightness of the axis as well as its orientation All the tolerance rules and characterization concepts used for straightness apply here with the exception that the tolerance can be larger than the dimensional tolerance
datum A plane virtual condition envelope due to combined dimensional & perpendicularity tolerance SVC HVC
datum A plane
Virtual Condition Envelope The virtual condition envelope is a cylinder whose axis is perpendicular to datum A
Similar to the case of the straightness tolerance, the envelope diameter is computed as:
{Shaft} {Hole}
HLMC HMMC
4.000
This on a drawing
Consider the position tolerance applied to the axis of a cylinder on an RFS basis
Datum A plane
Means this
Datum C plane
The tolerance controls the straightness, orientation, and position of the cylinder axis The axis of the tolerance zone and the virtual condition envelope must be at true orientation and position with respect to the datums
A This on a drawing
A Or this on a drawing
A Or this on a drawing
Means this
A datum feature is a feature on an actual part on to which a datum is to be established A datum feature is identified in a drawing by a datum feature symbol. The feature is identified by either: placing the symbol directly on the datum feature placing the symbol on an extension line extending from the datum feature drawing a leader from the symbol to the datum feature, or
A This on a drawing
A Or this on a drawing
A Or this on a drawing
Means this
The feature is identified by either: placing the symbol directly on the datum feature placing the symbol on an extension line extending from the datum feature drawing a leader from the symbol to the datum feature
A This on a drawing
This on a drawing
Means this
Means this
1.000 .002 1.000 .002 .001
A This on a drawing
Or this on a drawing
Means this
attaching the symbol to a feature control frame that is used to control the datum feature attaching the symbol to a dimension line if the datum feature is a feature of size attaching the symbol to a feature control frame next to dimensional limits if the datum feature is a feature of size
A This on a drawing
1.000 .002
Means this
A This on a drawing
Datum A is an axis
The most important datum feature /datum tandems are: Planar Surface/Plane Cylindrical Surface/Axis Opposing Parallel Planar Surfaces /Center Plane
Means this
1.000 .002
A This on a drawing
Means this
B A
Datum A is an axis
The spatial relationships between datums must be equivalent to the basic spatial relationships between corresponding datum features in the engineering drawing
This on a drawing
Means this
Datums must be established in the sequential order called out by the feature control frame using prescribed datum establishment rules
st
1 to be established: primary datum 2nd to be established: secondary datum 3rd to be established: tertiary datum
B 4.000 4.000
A .500
This on a drawing
.001 B A 1.000 .002
A B .500
Means this
Hole Position Tolerance Zone
B 4.000 4.000
This on a drawing
Means this
Due to datum feature variability, a unique datum system can only be achieved by establishing the datums in the sequential order called out by the feature control frame
B 4.000
4.000
This on a drawing
Means this
The datum plane is defined by the extreme points of the datum feature
Primary datum plane: Minimum of three extreme points Secondary datum plane: Minimum of two extreme points Tertiary datum plane: Minimum of one extreme point
Means this .
The datum is an axis/center plane of a theoretical counterpart that bounds the datum feature extreme points at maximum/minimum size
.001 A
The datum is an axis/center plane of a theoretical counterpart that is the virtual condition of the datum feature If the datum feature departs from its extreme permissible variation, it may be adjusted within the counterpart to obtain a favorable pose MMC datum establishment is much less restrictive than RFS
.001 A M
.992 .002
Given:
Desired mode of assembly between a Speed Lock and a bushing Tolerances applied to the mating features of the Speed Lock
Derive the tolerance scheme for the mating features of the bushing Assume that the allowable size variation of the hole is to be equivalent to the allowable size variation of the Speed Lock shaft diameter
In order to achieve the desired mode of assembly, the following must be controlled:
Hole size error Hole perpendicularity error with respect to the mating planar surface
Identifying the planar surface as a datum feature Applying dimensional tolerance limits to the diameter of the hole Applying a perpendicularity tolerance to the hole axis with respect to the planar surface
Since guaranteed assembly is the only concern, the perpendicularity tolerance should be applied on a MMC basis in order to provide the loosest acceptable specification
Maximum Clearance Requirement The maximum allowable clearance (CMAX) occurs when the Speed Lock and bushing have no form error, no orientation error, and have their cylindrical features at their LMC size
In this case:
CMAX = HLMC SLMC -> HLMC = CMAX + SLMC -> HLMC = (.012) + (.990) =1.002
(1) (2)
.992 .002
Size Tolerance Equivalence Requirement The size tolerance on the Speed Lock shaft diameter is .004
HLMC HMMC = .004 -> HMMC = HLMC .004 -> HMMC = (1.002) - .004 = .998
(3) (4)
datum A plane virtual condition envelope due to combined dimensional tolerance and perpendicularity tolerance SVC
datum A plane
virtual condition envelope due to combined dimensional tolerance and perpendicularity tolerance
HVC
The minimum clearance occurs when the cylindrical feature of each part has the maximum allowable size error and perpendicularity error prescribed by the dimensional tolerance and perpendicularity tolerance In this case each is touching its virtual condition envelope
datum A plane
SVC HVC
Mating of Parts that have Maximum Allowable Perpendicularity Error and at MMC Size: CMIN = .003
By assembling the virtual condition envelopes and their encapsulated parts, it can be seen that the minimum clearance (CMIN) can be computed as:
(5) (6)
Tshaft
.992 .001 .001 A
virtual condition envelope due to combined dimensional tolerance and perpendicularity tolerance SVC Virtual Condition
Virtual Condition Size Requirement In combination, the size tolerance and perpendicularity tolerance (Tshaft) assigned to the Speed Lock shaft leads to virtual condition envelope whose size (SVC) is:
(7)
datum A plane
Bushing Specifications
Virtual Condition Size Requirement In combination, the size tolerance and perpendicularity tolerance (T) assigned to the bushing hole leads to a virtual condition envelope whose size is: HVC = HMMC T (8)
(HMMC T) (SMMC + T(shaft)) = .003 ->T = HMMC SMMC - T(shaft) - .003 ->T = (.998) (.994) (.001) - .003 = 0
Bushing Specifications
Required Hole Specifications The required hole specifications are shown above
HOMEWORK ASSIGNMENT
Do Homework Set #3