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Welcome to a Course On

Fundamentals and Interpretation of Geometric Dimensioning


and Tolerancing (GD&T) Based on ASME Y14.5M-1994 with
Introduction to Dimension Management / Engineering
For

Ashley Design & Engineering Services, Chennai,


INDIA.
Aug 27,28,29 2008

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About iSquare

iSquare
(InterOperability & InterChangeability Solutions)
Pune, INDIA

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Focus Areas

CAD Data InterOperability : Consistent representation of 3D


CAD data in variety of CAD/CAM/CAE applications and platforms.

InterChangeability: Predicting Dimensional Variations, its impact


and causes at the product and assembly level at early design
stage.

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Relationships
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InterOperability:
With International TechneGroup Incorporated, USA having more than
20 years of Experience in CAD Data InterOperability technology,
solutions and services.

cadfix@isquare-india.com

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Relationships

InterChangeability:
With Dimensional Control Systems Inc., USA having more than 15
years of experience in Dimensional Control Techniques, Solutions
and Services.

3dcs@isquare-india.com

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Our Offerings
CAD Data InterOperability:
Focused & Customized Training Programs on:
CAD/CAM/CAE Data Exchange : Problems and Solutions from CAD, CAE, CAM Perspective.
CAD Model Quality Assessment : CAD Model Quality evaluation from downstream application
perspective

Software Solutions For:


Effective Data exchange between heterogeneous CAD/CAM systems: Regardless of source,
target application, standard and formats !! Solutions Include CADfix, IGES/Works,CAD/IQ.
Model Quality Assessment from Downstream application perspective

Quality Services for:


Data Exchange, Data Migration, Lower version to higher or vice-a-versa
Vendor Supplier data integration : ensuring effective data exchange with minimal / NO
rework at either ends.

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Our Offerings
InterChangeability:
Focused & Customized Training Programs on:
Dimensional Management : Understanding and appreciation of computer aided tools for.
Takes participants thru evolution, various approaches and real life problems from their
application areas.

Software Solutions For:


Dimensional Management / Stack Analysis: Solutions embedded in CATIA V5 as Gold
Partner and also Stand Alone solutions for data coming from other CAD platforms !! Solutions
Include 1-DCS, DCS-DFC, 3DCS-SA, 3DCS-CAA V5 Designer, 3DCS-CAA V5 Analyst,
GDM3D

Quality Services for:


Dimensional Engineering / Management : Base Line tolerance model creation, reporting with
suggestions and recommendations. Follow-on consulting
Per requirement, includes 1D, 1D with GD&T, Full 3D simulations, Piece part variations,
assembly variation prediction against desired objectives.

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Training Programs in Dimensional Management


/ Engineering
Courses from iSquare, Pune in the domain of Dimensional Variation Management
Sr#

Course Title

Pre-requisite

Fundamentals and Interpretation of Geometric Dimensioning


and Tolerancing (GD&T) as per ASME Y14.5M:1994

24hrs
(3 days)

None

Advanced Geometric Dimensioning & Tolerancing (GD&T):


Concepts & Applications as per ASME Y14.5M:1994

24hrs
(3 days)

Basic knowledge of
GD&T

Tolerance Stack-up Analysis using Co-ordinate System of


Dimensioning and GD&T : A practical Approach to Solve
Assembly Build Problems

24hrs
(3 days)

Basic knowledge of
GD&T

32hrs
(4 days)

Basic knowledge of
GD&T preferred

CATIA V5 Based GD&T/Tolerance Stack-up Analysis using DCS


(Dimensional Control Systems Inc., USA) Software Solutions.
(Covers exposure to 1DCS,DCS-DFC and 3DCS-CAAV5 Analyst)

Duration

GD&T and Tolerance Stack-up Analysis for an Automobile: A


Practical Approach to Control and Calculate Dimensional
Variations

32hrs
(4 days)

Basic knowledge of
GD&T

Introduction to Dimensioning and Tolerancing Principles for


Gages and Fixtures Based on ASME Y14.43:2003

24hrs
(3 days)

Basic knowledge of
GD&T

Engineering Limits & Fits with introduction to ANSI B4.2-1978


and ISO-286 Standards

8hrs
(1 day)

None

Introduction to Digital Product Definition Data Practices (Solid


Model Tolerancing) per ASME Y14.41:2003

24hrs
(3 days)

Basic knowledge of
GD&T

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Thats about iSquare

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How is this course organized?

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11

Total 10 Sessions; 3days


Pre-defined objectives at the beginning of each session
Classroom exercises at the end of each session
Homework
Extended hours as necessary
Assumption : Understanding of GD&T controls
Feel free to interrupt and ask Questions

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GD&T
Geometric Dimensioning and Tolerancing

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History

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In practice, the parts are produced with some variation to


accommodate process capabilities and interchangeability called
tolerances

Generally, tolerances are specified in plus/minus

Plus/minus system worked quite well and even today used in


many applications.

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Later, the idea of locating round features such as pins/holes etc, with
round tolerance zone rather than traditional square tolerance zone
introduced which later caught up and adopted by military standards and
late became unified ANSI standard

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Introduction to GD&T
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Simple part for own use No need for drawings when designer, inspector and
manufacturer are same!
Designer often creates an assembly, parts fit together with optimal clearances, He
conveys ideal size (nominal dimensions) and shapes to each manufacturer.
Volume production?:
Impossible to make every part identical
Every manufacturing process has unavoidable variations that cause variations
in manufactured parts.
Designer,with due consideration must analyze how much variation may be
allowed in size, form, orientation and location.
Then along with nominal dimensions, he must communicate magnitude of
such variations or TOLERANCE each characteristics can have and still
contribute to functional assembly.

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How to Communicate such Variation?

Often words are inadequate; eg. A note Make this surface a real flat
only has meaning where all concerned parties can do following:

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Understand English
Understand to which surface the note applies and extent of the surface
Agree on what Flat means
Agree on exactly how flat is Real Flat!!

To overcome miscommunication, throughout 20th century a specialized


language based on graphical representations and math has evolved to
improve communication. Such language is currently recognized as
Geometric Dimensioning and Tolerancing (GD&T)

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So, what is GD&T?

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Its a language for communicating Engineering Design Specifications;


approved by ANSI, ASME and United States Department of Defense
(DoD)

GD&T Includes all symbols, definitions, mathematical formulae and


application rules critical to embody a viable engineering language.

It conveys both: ie. Nominal (or ideal) dimensions and variations (or
tolerances allowed for that dimension.

It enhances co-ordinate system dimensioning and describes designers


intent

Designers requirements can be completely specified using GD&T


symbols thus eliminating/reducing foot notes on drawings.

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What GD&T is NOT

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Its not a creative design tool; it cant suggest how certain part surfaces should be
controlled (methods )

It does not convey parts intended function. Eg. Designer created a bore to
function as hydraulic cylinder to withstand 15kg/cm2 pressure; however GD&T
cant convey the purpose (intended function) of part.

GD&T specifications can address size, form, orientation, location and/or


smoothness of bore based upon stress/fit considerations of design by designers
experience.

Its incapable of specifying manufacturing processes to achieve desired


tolerances/variations

Its not a replacement to co-ordinate dimensioning system.

To summarize, GD&T is a language that designers use to translate design


requirements into measurable specifications.

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Where does GD&T come from? (references)


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GD&T vocabulary and grammatical rules are provided in:

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ASME Y14.5M-1994 Geometric Dimensioning and Tolerancing


ASME Y14.5.1M-1994 Mathematical Definition of Dimensioning and
Tolerancing Principals

To avoid confusion, hereafter we will call first standard as Y14.5 and


the later as Math Standard

Later, we will see differences between other International Standard (more


followed in Europe) ISO GD&T and the US dialect.

ASME offers no .800. number for help on technical issues and


interpretations. At times interpretation could be dispute, so users are
advised to refer to text / reference books and your organizations internal
staff.

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Why do we use GD&T?

Designer specifies distance to holes ideal


location
Manufacturer measures this distance and
marks a x spot and drills a hole.
The Inspector then measures the actual
distance to that hole.
ALL THREE PARTIES MUST BE IN
PERFECT AGREEMENT ABOUT THREE
THINGS:
From where to start the
measurement?
What direction to go?
And where measurement ends?
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So,
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When measurements are precise to two digits, the slightest difference in


interpretation (origin / direction /end )can lead to a usable part or
expensive paperweight!!

Even if everyone agrees to measure to holes center, a egg shaped hole


presents a variety of centers and each center is defensible based on
different design considerations

You may find claims that GD&T affords more tolerance for manufacturing, but by
itself, it doesn't. GD&T affords however much or little tolerance the designer
specifies. Just as a common claim that using GD&T saves money, but hardly
such claims are accompanied with cost or ROI analyses.

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Yet another example

Drawing of an Automobile Wheel Rotor


Has neat and uniform appearance
. But leaves many features totally out of control!!
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From Rotor Drawing;


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What if it were important that the n 139.7 bore to be perpendicular to


mounting face?
What if it was critical that n 139.7 bore and OD n279.4 be on the same
axis?

Nothing on the drawing addresses it!


Next slide shows the part that can be built and still meet specifications
however the part may not function in an assembly and therefore lead to
assembly rejection

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The no-sense Wheel Rotor dimensionally in


spec!
68.94
178.08

279.24

20.60

139.59

78.79

152.55

68.78
20.80

Manufactured part that conforms to the drawing without GD&T


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Shortcomings of Co-ordinate System of


Dimensioning
Coordinate Dimension Usage
Application

Correct / Incorrect Use

Overall Size of
component
Chamfers and Radii
Locating Part Features
Controlling angular
relationships
Defining the Form of
part feature

Co-ordinate tolerancing is a dimensioning system where a part features are


defined by means of rectangular dimensions with given tolerances.
Such system has three shortcomings:

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Square or Rectangular Tolerance Zones

Fixed Size Tolerance Zones

Ambiguous instructions for Inspection

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Wheel Rotor in Control with GD&T

Mounting face being important for the function of the rotor; has been made flat within 0.1.
Later Mounting face assigned as Datum A (foundation for drawing..)
Another critical face of Rotor has been made parallel to Datum A within 0.16
The Dia 139 bore has been made Perpendicular to mounting face; therefore directly controlled to our foundation (ie. Datum A) and
labeled as Datum B

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Together Datum A and B form a sturdy reference from which dia. 10 bolt holes and other round features can be derived/ located

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Contd

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Datum features A and B provide a very uniform and well aligned


framework from which a variety of relationships and fits can be precisely
controlled.

Thus, GD&T provides unique, unambiguous meaning for each control.


GD&T then, is simply means of controlling surfaces more precisely and
unambiguously.

This is fundamental reason for using GD&T. Clear communication


assures that manufactured parts will function and that those functional
parts will not be rejected later due to misunderstanding /
miscommunication.

So, fewer arguments Less Scrap.

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Hence, GD&T

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Adds clarity over co-ordinate system of dimensioning

Eliminates notes on the drawings

Depicts designers intent and inspection criteria

Most significant difference between GD&T and co-ordinate dimensioning


is location of round features. The co-ordinate system had square
tolerance zone that rejected some good parts!!

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Hidden costs that GD&T reduces (Quick ROI)


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Designers / Manufacturers / Inspectors wasting time to interpret drawings and


questioning the designers
Rework of manufactured parts due to misunderstanding
Inspection deriving meaningless data from parts while failing to check critical
relationships.
Handling and documentation of functional parts that are rejected!
Sorting, reworking, filing, shimming of parts often additional operation.
Assemblies failing to operate, failure analysis, Quality problems, Customer
complaints, loss of market share, product recall, loss of customer loyalty.
Meetings, corrective actions, debates, drawing changes and interdepartmental
vendettas resulted from failure!

ALL THE ADD UP TO AN ENORMOUS, YET UNACCOUNTED COST. BOTTOM


LINE? USE GD&T BECAUSE ITS RIGHT THING TO DO. ITS ALL PEOPLE ALL
OVER THE WORLD UNDERSTAND AND IT SAVES MONEY

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So, When do we use GD&T?


In absence of GD&T specifications, a parts ability to satisfy design requirements
depends largely upon four laws
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Workmanship Skills / Pride. Every industry has unwritten customary standards of product

quality and most workers strive to achieve them. But these standards are minimal requirements.
Further workmanship customs of precision aerospace machinists are rarely shared by
ironworkers.
Common Sense. Experienced manufactures develop fairly reliable sense as what the part is
suppose to do. Even without inadequate specifications, he will try to make bore straight and
smooth if he suspects its a hydraulic cylinder.
Probability. Todays modern precision machine tools have accuracy / repeatability say upto
0.0002mm, therefore, it is assumed that part dimensions should never vary more than that.
Further there is no way to predict what process may be used, how many and in what sequence to
produce a part.
Title Block, or contractual standards. Sometimes, these provide clarification. But often
they are very old and inadequate for modern high-precision tools. An example of a title block note
is All surfaces to be flat within 0.005

All above laws carries obvious risk. Where designer deems the high risk, GD&T
Specifications should be spelled out rigorously .

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How Does GD&T Work? - Overview


In previous slides, we alluded to goal of GD&T: To guide all parties towards reckoning
part dimensions the same, including the origin, direction and destination for each
measurement. GD&T achieves this goal through four simple steps:

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1.

Identify part surfaces to serve as origins and provide specific rules explaining
how these surfaces establish the starting point and direction for measurement.

2.

Convey the nominal (ideal) distances and orientations from origin to other
surfaces

3.

Establish boundaries and / or tolerance zone for specific attributes of each


surface along with specific rules for conformance.

4.

Allow dynamic interaction between tolerances (simulating actual assembly


possibilities) where appropriate to maximize tolerances.

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Comparing Co-Ordinate System and Geometric


System of Dimensioning

Method of Dimensioning and Tolerancing


Co-Ordinate

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Geometric

Tolerance Zone shape and


Size

Tolerance zones are


rectangular or square.
They are also of fixed
size

Tolerance zones may be


cylindrical and flexible (varying
size)

Inspection Procedure

Ambiguous. Without
explicit references
(Datums), results
would vary depending
upon inspectors.

The datum reference frame helps


communicating correct sequence
of part orientation in gage. Thus
repeatable inspection possible.

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Effects of Square / Rectangular Tolerance


Zone

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Square or rectangular tolerance allows more variation along diagonal


direction. There is no such specific requirement from products function.

Due to different tolerance in different direction, it rejected some good


functional parts (out side square tolerance zone but within round
tolerance zone)

Inspectors do not know how to locate and orient the part in inspection
equipment, which leads to dispute on parts acceptance.

Higher manufacturing cost (due to less tolerance zone)

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Expressing Size Limits

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Size Limits (Level 1 Control)


For every feature of size, the designer shall specify the largest and the smallest the feature can be.
Previously we discussed the exact requirements these size limits impose on the feature. The
standards provide three options for specifying size limits on the drawings.

Symbols for Limits and fits


For example, n12.45LC5 or 30f7 (ANSI B4.1 (inch) or ANSI B4.2 (metric))

Limit dimensioning

12.34
12.30

12.45 12.49

Plus and Minus Tolerancing

24.54+0.35
0.25

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or

or

11.65 0.45

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Millimeter values

When a dimension is less than one mm, zero must precede the decimal point
ex. 0.4 NOT .4

When a dimension is a whole number, neither a decimal point nor zero is used
ex. 45 NOT 45.00

When a dimension is a whole number and decimal, zero does not follow decimal
number
ex. 47.5

A dimension does not use a comma or space


ex 3450 NOT 3,450 or 3 450

A tolerance for dimension can have more numbers of decimal places than
dimension itself.
ex. 47`0.34

+0.76

When unilateral dimension is used, no sign be used with zero; ex. 450

3400.45

When a bilateral tolerance is used, both; the plus and minus tolerance must have
identical number of decimal places
ex.

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or

45+0.76
0.45

NOT

34 +0.55
0.4

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Millimeter values
When a limit dimension is used, the decimal places must match. ex:

54.15
54.00

NOT

53.15
53

Basic dimension can have any number of decimal places in Feature Control Frame.
ex.

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50

or

50.35

NOT

50.00

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Few Examples

20.2 means 20.2000


160 means 160.0000
Interpreting 80.5 - 80.2 :
-If part measures 80.199 part is
rejected
- If part measures 80.499 part is
accepted

All dimensional limits are absolute. A dimension is considered to


be followed by zeros after the last significant digit.

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Exercise 1

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Part Features

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Part Features
Up till now, we used term Surfaces and Features loosely and almost
interchangeably. To speak GD&T, we should begin to use terms as
defined in Y14.5
Feature is the general term applied to physical portion of a part such as
surfaces, pin, tab, hole or a slot.
Usually, part feature is a single surface (or a pair of opposed parallel plane
surfaces) having uniform shape. You can establish datums from, and
apply GD&T controls to features only.
There are two general types of features. Those that have built-in dimension
of size and those that dont.

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Non Size Features

A nonsize feature is a surface having no unique intrinsic size (diameter or


width) dimension to measure. It includes following:
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A nominally flat planer surface


An irregular or warped planer surface, such as face of windshield or
airfoil.
A radius a portion of cylindrical surface encompassing less than 180deg
of arc length.
A spherical radius a portion of a spherical surface encompassing less
than 180deg of arc length.
A revolute a surface such as cone, generated by revolving a line about
an axis.

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Features of Size

A feature of size is one cylindrical or spherical surface or a set of two


opposed elements or opposed parallel surfaces, associated with size
dimension.
Holes are internal features of size. Pins are external features of size.
Features of size are subject to principals of material condition modifiers
(to be discussed later)

Opposed parallel surfaces means the surfaces are designed to be parallel


to each other. To qualify as opposed, it must be possible to construct a
perpendicular line intersecting both surfaces. Only then, we can make a
meaningful measurements of size between them. From now on, we will
call this type of feature a width-type feature

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Bounded Features (Partial Size Features)


This type of feature is neither a sphere, cylinder, nor
width type feature, yet has two opposed elements.

12`0.2

The D hole for example is called irregular feature of


size by some text books. Y14.5s own coverage
for this type of feature is limited. Although feature
has obvious MMC and LMC boundaries, its
arguable whether feature is associated with size
dimension

5`0.15
12`0.2

11`0.15

=??

5`0.1
5`0.1

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4.95

4.9

5`0.1

5`0.1

20`0.2

For now, well consider this type feature as bounded


feature of non size

20.2
5.1
5.05

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Material Condition
Material condition is yet another way of thinking about the size of
an object considering objects nature.
For example, nature of a pizza is base with
topping. If you have exxxtraa topping, its
material condition increases and pizza gets
bigger and thicker.

The Nature of a cannon is that


its void, as erosion decreases
its material condition, cannon
gets bigger.
If a mating feature of size is as small as it can be, will it fit
tighter or sloppier? We cant answer until we know
whether were talking of internal or external feature (hole /
pin), but when you know feature of size has less material,
it will fit loosely regardless of its type.
In laymans term, Material Condition is features size in the
context of its intended function.
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MMC & LMC


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Maximum Material Condition (MMC m) is the condition in which a feature of size


contains maximum amount of material within the stated limits of size.

One can think of MMC as the condition where the most part material is present at the surface of
feature, or where part weighs the most (everything else being same). This translates to smallest
allowable hole or the largest allowable pin, relative to specified size limits.
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Least Material Condition (LMC l) is the condition in which feature of size contains
minimum amount of material within stated limits of size.

One can think of LMC as the condition where the least part material is present at the surface of
feature, or where part weighs the least (everything else being same). This translates to largest
allowable hole or the smallest allowable pin, relative to specified size limits.

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Basic Dimensions
Basic Dimension is a numerical value used to describe (1) the theoretically
exact size, true profile, orientation or (2) a location of feature or a gage
information (datum targets).
When a basic dimension is used to define part features, it provides nominal
location from which permissible variations are established by Geometric
Tolerances.
Basic dimensions are usually denoted by numerical value enclosed in a
rectangle or by addition a general note such as un-toleranced dimensions
are basic
Basic dimensions must be accompanied by geometric tolerance to specify
how much tolerance the part feature may have
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Basic Dimension Example


Basic dimensions
Can be used to define
theoretically exact location,
orientation or true profile of part
features or gage information.
That define part features must
be accompanied by a geometric
tolerance.
That define gage information
do not have a tolerance shown
on the drawing.
Are theoretically exact (but
gage makers tolerance do
apply)

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Exercise 2

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GD&T Symbols

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GD&T Symbols
(An attempt to explain Wheel Rotor Drawing w/o GD&T Symbols)

Tedious to Explain requirements,


instead use symbols. They are better.
Any one can read write symbols
Symbols mean exactly same thing to
everyone.
Symbols are compact and reduce
clutter
Quicker to draw and CAD softwares
can draw them automatically.
They can be easily spotted visually.
Compare this with GD&Ted Drawing
and find all positional callouts !!

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Form and
Proportions of
GD&T Symbols

h = size of letter

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Feature Control Frames (FCF)

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Feature Control Frame (FCF)

Each geometric control for a feature is conveyed on a drawing by a rectangular box called feature
control frame. A typical FCF is divided in compartments expressing following sequentially left to
right.
Geometric
Characteristic
Symbol

1st

Tolerance
Modifying
Symbol

Geometric
Tolerance
Value
Primary
Datum

3rd
4th
2nd
Compartments

Secondary
Datum
Datum Material
Condition Modifiers

Tertiary
Datum

5th

1st Compartment contains geometric characteristic symbol from 14 available


symbols.
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A Typical Feature Control Frame

When designers apply GD&T, they use feature control frames as shown
below describing tolerance values, datum planes etc.

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General Characteristics (Type wise) and


corresponding ASME sections
Geometric
Category

For Individual
Features
For Individual
or Related
Features

Tolerance
Type

Form

Profile

Orientation

For Related
Features

Location

Runout
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Description

Symbol

ASME Section

Straightness

6.4.1

Flatness

6.4.2

Circularity

6.4.3

Cylindricity

6.4.4

Line Profile

6.5.2(b)

Surface Profile

6.5.2(a)

Angularity

6.6.2

Perpendicularity

6.6.4

Parallelism

6.6.3

Position

5.2

Concentricity

5.11.3

Symmetry

5.13

Circular Runout

6.7.1.2.1

Total Runout

6.7.1.2.2

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Modifying / Modifier Symbols

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Feature Control Frame Placement


Place the frame below or attached to a leader-directed callout or dimension pertaining to the
feature.

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Feature Control Frame Placement


Run a leader from the frame to the feature.

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Feature Control Frame Placement

Attach either side or either end of frame to an extension line from the feature, provided it is a plane
surface.

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Feature Control Frame Placement

Attach either side or either end of the frame to an extension of the dimension line pertaining to a
feature of size.

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Reading Feature Control Frame


It is easy to translate FCF into English and read a loud from left to right. Previous tables (slide#
110,111) show equivalent English words to the left of each symbol. Then we just add the
following English language preface for each compartment:
1st Compartment: The
2nd Compartment: of this feature shall be within
3rd Compartment: to primary datum
4th Compartment: and to secondary datum
5th Compartment: and to tertiary datum

With this, feature control frame shown above is reads as: The Position of this feature shall be within
cylindrical tolerance zone of diameter 1 at maximum material condition to primary datum A and to
secondary datum B at maximum material condition and to tertiary datum C at maximum material
condition
Isnt it Easy?
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Summarizing FCFs

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FCF is specified to each feature or group of features

FCF provides instructions form, orientation and position of features; thus


providing setup for mfg and inspection.

FCF contain information for proper part orientation in relation to specified


Datums

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Fundamental Rules

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Fundamental Rules
Before we get in to detailed application and meaning of Geometric Tolerances, we need to
understand few common ground rules that apply to every engineering drawing regardless of
type of tolerances used.

120

1.

Each dimension will have tolerance, except for those dimensions specifically identified as
reference, maximum, minimum, or stock. The tolerance may be applied directly to
dimension, indicated by general note, or located in supplementary block of drawing format
(Refer ANSI Y14.1)

2.

Dimensioning and Tolerancing shall be complete so there is full understanding of the


characteristics of each feature. Neither scaling nor assumption of distance or size is
permitted.

3.

Each necessary dimension of end product shall be shown. No more dimensions than those
necessary for complete definition shall be given. The use of reference dimensions should be
minimized.

4.

Dimensions shall be selected and arranged to suit the function and mating relationship of a
part and shall not subject to more than one interpretation.

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Fundamental Rules (contd )

121

5.

The drawing shall define part without specifying manufacturing methods. Thus only a
diameter of hole is given without indicating whether it is to be drilled, reamed, punched an so
on However as an exception, where manufacturing, processing, quality assurance is
essential for the definition of engineering requirement, it may be specified on the drawing.

6.

It is permissible to identify as non-mandatory certain processing dimensions that provide for


finish allowance, shrinkage allowance and other requirements provided final dimensions are
given on the drawing. For such non-mandatory dimensions; put a note such as
NONMANDATORY (MFG DATA)

7.

Dimensions should be arranged for provide required information for easy readability.
Dimensions should be shown in true profile views and refer to visible outlines.

8.

A 90 o angle applies where center lines and lines depicting features are shown on drawing at
right angle and no angle is specified.

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Fundamental Rules (contd )

122

9.

A 90 o basic angle applies where centerline of features in a pattern or surfaces shown at right
angle on the drawing are located by basic dimensions and no angle is specified.

10.

Unless otherwise specified, all dimensions are applicable at 20 o C. Compensation may be made
for measurements made at other temperatures.

11.

All dimensions and tolerances apply in a free state condition. This principle does not apply to
non rigid parts.

12.

Unless otherwise specified, all geometric tolerances apply for full depth, length and width of
feature.

13.

Dimensions and Tolerances apply only at the drawing level where they are specified. A
dimension specified for a given feature on one level of drawing (eg. Detail drawing) is not
mandatory for that feature at any other level (eg. An assembly drawing)

i2

Four Fundamental Levels of Control for FOS

128

i2

Features of Size :

l
l

129

Four fundamental Levels of Control

Four different levels of GD&T control can apply to a feature of size.


Each higher level control adds a degree of constraint demanded by
features functional requirement; however as we move up the level ladder,
the lower level control remain in effect.
Thus a single feature may subject to many tolerance simultaneously!
Level 1: Controls size and (for cylinders and spheres) circularity at each
cross section only
Level 2: Adds overall Form Control
Level 3: Adds Orientation Control
Level 4: Adds Location Control

i2

Level 1 : Size Control

130

i2

Math Standard : establishing size limit boundaries

Start

with geometric element: Spine

The

Spine for a cylindrical feature (such as pin /


hole) is a simple non-self-intersecting curve in
space.
Spine

could be straight or wavy

Take

a imaginary steel ball whose diameter =


small size limit of the cylindrical feature.
Sweep

balls center along the spine.

This

generates a wormlike 3D boundary for


the features smallest size
Similarly,

Generating a Size Limit Boundary

we take another spine and sweep


another ball whose diameter = large size limit of
the cylindrical feature
This

generates second 3D boundary, this time


for the features largest size.
132

i2

Math Standard : establishing size limit boundaries

lThis

shows a cylindrical feature of size


conforms to its size limits when its surface
can contain the small boundary and be
contained within larger boundary.

lUnder

Conformance to limits of size for a cylindrical


feature

133

Level 1 Control, the curvatures


and relative locations of each spine may
be adjusted as necessary to achieve the
hierarchy of containments as above;
except that the small size boundary shall
be entirely contained within large size limit
boundary

i2

Level 2 : Form Control

140

i2

Level 2 Control: Overall Feature Form

lAs

shown in figure left, features of


size should achieve clearance fit in an
assembly

lDesigner

calculates the size


tolerances based on assumption that
each feature, internal and external is
Straight. In this example, the designer
knows that n20.5 max pin will fit in a
n20.6 min hole if both are straight.

141

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Level 2 Control :

Overall Feature Form (contd )

lIf

pin is banana shaped and hole is


lazy S shaped, they usually wont
go together, because Level 1s size
limit boundaries can be curved, they
cant assure assemblability.

20.5

lLevel

2 adds control of overall


geometric shape or form of a
feature of size by establishing a
perfectly formed boundary beyond
which features surface(s) shall not
encroach.
20.6

142

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Perfect Form at MMC Only

145

(Rule #1)

Y14.5 established a default rule for perfect form based upon assumption
that most features of size must achieve a clearance fit.

Y14.5s Rule #1 decrees that, unless otherwise specified or overridden by


another rule, a features MMC size limit spine shall be perfectly formed
(straight or flat depending upon type). This invokes a boundary of perfect
form at MMC (also called an envelope)

Rule #1 does not require the LMC boundary to have a perfect form.

This Rule #1 is also referred as Taylors Envelope Principle

i2

Perfect Form at MMC Only

(Rule #1)
lThe

20.5

figure left shows how Rule


#1 establishes a n. .501
boundary of perfect form at
MMC (envelope) for pin.
Similarly, Rule #1 mandates a
n. .502 boundary of perfect
form at MMC (envelope) for the
hole.

19.5
20.5

lThe

21.4
20.6

20.6

figure also shows how


matability is assured for any
pin that can fit inside its n.
.501 envelope and any hole
that can contain its n..502
envelope.
lThis

simple hierarchy of
fits is called as the envelope
principle.

146

i2

Rule #1 Example (External FOS)

Part shall be always


contained within MMC
Envelope

Every Cross-sectional
measurement must be
within limits of Size

147

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Rule #1 Example (Internal FOS)

Boundary of Perfect form


MMC Envelope
148

Hole shall be always outside


the MMC perfect form
Envelope

Every crosssectional
measurement must
be within limits of
size

i2

Perfect Form at neither MMC nor LMC

Figure above is a drawing for electrical bus bar. Note that cross sectional dimensions have
relatively close tolerances, not because bar fits closely inside anything, but rather needed to
assure a minimum current carrying capacity without wasting expensive copper. Neither the MMC
nor the LMC boundary needed perfectly straight.

However, if bus bar is custom rolled, or machined from a plate, it wont automatically be
exempted from Rule #1. In such a case, Rule #1 shall be explicitly nullified by adding a note as
shown.

152

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Rule #1 Arguments
Many experts argue that Rule #1 is actually the exception that fewer than half of all
features of size need any boundary of perfect form.
Which means, for majority of features of size, Rule #1s perfect form at MMC
requirement accomplishes nothing except to drive up costs!!
The Solution is that Y14.5 prescribes the perfect form not required note and
engineers simply fail to add it more often. Interestingly, ISO defaults to perfect
form not required (sometimes called as independency principal) and requires
special symbol to invoke the envelope of perfect form at MMC. This is one of the
major differences between ISO and Y14.5

Every engineer should consider for every feature of size whether a boundary
of perfect form is a necessity or a waste?

153

i2

Why Rule #1?

l
l
l

154

Ensures assembleability through InterChangeability


Automatically separates bad parts that encroach envelope of
perfect form at MMC
For welded parts, rule #1 applies after welding operation is
performed (since one or more parts when welded become single
part)

i2

Rule #2

Rule #2 states that in absence of modifier (such as m or l) in


tolerance or datum compartment, the tolerance applies on RFS
(Regardless of Feature Size) basis. In short, modifier s is no
longer used.

15 0.15
0.25

155

15 0.15
0.25

i2

Boundaries:
Virtual Condition (Fixed Size)
Inner & Outer (Variable Size)
Worst Case IB/OB (Fixed Size)

156

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Virtual Condition Boundary for Overall Form


There are cases, where perfect
form boundary is needed, but at
different size than MMC or LMC.
Figure on left shows a slender pin
that will mate with very flexible
socket in a mating connector. Pin
being slender, its difficult to
manufacture pins satisfying Rule
#1s boundary of perfect form at
MMC and LMC.

MMC virtual condition of a cylindrical


feature

157

Moreover, since mating connector has


flared lead in, such near perfect
straightness isnt functionally
necessary.

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Virtual Condition Boundary for Overall Form


(Contd )

Another example shows a flat


washer to be stamped out of a
sheet.
Note that thickness has close
tolerance because excessive
variation may cause motor shaft
misalignment.
Here again, for the tolerance and
aspect ratio, Rule #1 would be
unnecessarily restrictive,
nevertheless, envelope is needed to
prevent badly warped washers
jamming in an automated assembly
equipment

MMC virtual condition of a width-type


feature

158

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So, Virtual Condition Boundary is

Virtual Condition is NOT a Control

Its a condition of a feature established by collective efforts of Size,


Geometric Tolerances and Modifiers

Virtual Condition Boundaries can be established for Internal and External


Features of size.

161

i2

VCB of Location for Internal FOS controlled at MMC

163

i2

VCB of Location for Internal FOS controlled at MMC

164

Hole Size

Position Tol

Bonus Tol

Total Tol

VCB

29.85 (MMC)

0.1

0.1

29.75

VCB = Hole Size Total Tolerance

29.95

0.1

0.1

0.2

29.75

OR

30

0.1

0.15

0.25

29.75

30.1

0.1

0.25

0.35

29.75

30.15

0.1

0.3

0.4

29.75

30.25 (LMC)

0.1

0.4

0.5

29.75

VCB = MMC Size limit Geo Tol

i2

VCB of Location for External FOS controlled at MMC

165

i2

VCB of Location for External FOS controlled at MMC

166

Pin Size

Position Tol

Bonus Tol

Total Tol

VCB

VCB = Pin Size + Total Tolerance

29.55 (MMC)

0.1

0.1

29.65

OR

29.5

0.1

0..05

0.15

29.65

29.4

0.1

0.15

0.25

29.65

29.35

0.1

0.2

0.3

29.65

29.3 (LMC)

0.1

0.25

0.35

29.65

VCB = MMC Size limit + Geo Tol

i2

Geometric Tolerance modified to MMC


l

The MMC virtual condition boundary represents a restricted air space reserved
for mating part feature. In such a mating interface, the internal features MMC
virtual condition must be at least as large as that for the external feature. MMC
virtual condition (the boundarys fixed size) is determined by three factors:
1.
2.
3.

Features type (internal or external)


Features MMC size limit
Specified geometric tolerance value.

For internal feature of size,


MMC virtual condition = MMC size limit geometric tolerance value
For external feature of size,
MMC virtual condition = MMC size limit + geometric tolerance value

167

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VCB of Orientation

168

(controlled at MMC)

Tolerance Zone = n0.3 at MMC

Tolerance Zone = n0.3 at MMC

VCB = MMC + GTol

VCB = MMC - GTol

VCB = 12.6 + 0.3 = n12.9

VCB = 13.2 - 0.3 = n12.9

In this case VCB is same as Outer


Boundary (worst case)

In this case VCB is same as Inner


Boundary (worst case)

In either case, controlled feature never encroaches respective VCBs. VCBs lie
in air space.

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Geometric Tolerance modified to LMC

The LMC virtual condition boundary assures a protected core of part material
within a pin, boss or a tab or protected case of a part material around a hole or
slot.
LMC virtual condition (boundarys fixed size) is determined by three factors:
1.
2.
3.

Features type (internal or external)


Features LMC size limit.
Specified geometric tolerance value.

For an internal feature of size,


LMC virtual condition = LMC size limit + geometric tolerance value
For external feature of size,
LMC virtual condition = LMC size limit geometric tolerance value

169

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LMC Virtual Condition Example


Figure at left shows a part where straightness of
datum feature A is necessary to protect wall
thickness.
Here, the straightness tolerance modified to LMC
supplants the boundary of perfect form at LMC.
The tolerance establishes a virtual condition
boundary embedded in a part material beyond
which feature surface shall not encroach.
LMC virtual condition of a cylindrical feature
For OD

For datum feature (external) A, the diameter of


such virtual boundary equals to LMC size limit
minus the straightness tolerance value: n19.7n0.3=n19.4
Note the difficulty of verifying conformance where
the virtual condition boundary is embedded in part
material and cant be simulated with hard gages.

170

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VCB of Orientation

171

(controlled at LMC)

Tolerance Zone = n0.3 at LMC

Tolerance Zone = n0.3 at LMC

VCB = LMC - GTol

VCB = LMC + GTol

VCB = 12.3 - 0.3 = n12.0

VCB = 13.6 + 0.3 = n13.9

In this case VCB is same as Inner


Boundary (worst case)

In this case VCB is same as Outer


Boundary (worst case)

In either case, controlled feature never encroaches respective VCBs. VCBs


are embedded in material.

i2

Inner & Outer Boundaries


As per Y14.5,
l

Inner Boundary is defined as:

Outer Boundary is defined as:

A Worst case Boundary (ie locus) generated by the largest feature (LMC for Internal
Feature and MMC for External feature) plus the stated Geometric Tolerance Value and
any additional Geometric Tolerance (if applicable) from the features departure from its
specified material condition.

Worst Case Boundary is defined as:

172

A Worst case Boundary (ie locus) generated by the smallest feature (MMC for Internal
Feature and LMC for External feature) minus the stated Geometric Tolerance Value and
any additional Geometric Tolerance (if applicable) from the features departure from its
specified material condition.

It is a general term to refer to the extreme boundary of a FOS that is the worst case for
assembly. Depending upon dimensioning method, the WCB can be Inner or Outer or
Virtual Condition Boundary.

i2

Inner & Outer Boundaries Example

OB = n20.15

OB = (n20.15+0.3) = n20.45

IB = (20 - 0.14)=19.86
173

OB = n20.15

i2

RFS Case : Inner and Outer Boundaries


When Geometric
tolerances are applied
on RFS Basis, i.e. there
is no modifier such as
m or l in tolerance
portion of FCF, the OBs
and IBs are calculated
as:

IB = n13.2 - 0.3 = n12.9


OB = n12.6 + 0.3 = n12.9
WCOB = MMC + GTol =
n12.9

WCIB = MMC - GTol =


n12.9
For External FOS:
WCOB = MMC + Geometric Tolerance
WCIB = LMC Geometric Tolerance
For Internal FOS:
WCIB = MMC Geometric Tolerance
WCOB = LMC + Geometric Tolerance

174

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Summarizing Boundary Calculations

Type of Control

FOS with no GD&T


FOS with GD&T at RFS

FOS Type

Formula to calculate WCB

Internal

IB = MMC

External

OB = MMC

Internal

IB = MMC - GTol

External

OB = MMC + GTol

Internal

IB = VCB = MMC GTol


OB = LMC + GTol + Bonus

External

OB = VCB = MMC + GTol


IB = LMC GTol - Bonus

Internal

IB = MMC GTol Bonus


OB = VCB = LMC + GTol

External

OB = MMC + GTol + Bonus


IB = VCB = LMC - GTol

FOS with GD&T at MMC

FOS with GD&T at LMC

GTol = Geometric Tolerance


175

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Actual Mating Envelope/Size


Bonus Tolerance
Actual Minimum Material Envelope/Size

176

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Actual Mating Envelope


The Actual Mating envelope is a surface, or a pair of parallel plane surfaces, of perfect form which
correspond to a part feature of size as follows:

177

For External Feature: A similar perfect feature counterpart of smallest size, which can be
circumscribed about the feature so that it just contacts the feature surface(s). For examples a
smallest cylinder of perfect form or two parallel planes of perfect form at minimum separation
that just contacts the surface(s).

For Internal Feature: A Similar perfect feature counterpart of largest size, which can be
inscribed within the feature so that it just contacts the feature surface(s). For example a largest
cylinder of perfect form or two parallel planes of perfect form at maximum separation that just
contact(s) the surface(s).

In certain cases, the orientation, or the orientation and location of an actual mating envelope
shall be restrained to one or two datums (see next figure)

i2

Actual Mating Envelope (contd)

Example of restrained and unrestrained AMEs

178

i2

Bonus Tolerance
Bonus Tolerance is an additional tolerance for geometric control.
Whenever a geometric tolerance is applied to FOS and it contains
an MMC (m) or LMC (l) modifier in the tolerance portion of
FCF, a bonus tolerance is permissible
When MMC modifier is used in tolerance portion of FCF, it means the
stated tolerance is applies when toleranced FOS is at its
maximum material condition. When the actual mating size of
feature departs from MMC (towards LMC), an increase in the
stated tolerance = amount of departure is permitted. Thus this
increase or extra tolerance is called as Bonus Tolerance

181

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Bonus Tolerance Examples

Wide gage (2 plates)


Bonus tolerance is an additional tolerance for a
geometric control.
Bonus tolerance is only permissible when an MMC (or
LMC) modifier is shown in the tolerance portion of a
feature control frame.
Bonus tolerance comes from the FOS tolerance
Bonus tolerance is the amount the actual mating size
departs from MMC (or LMC)
182

Plate
Thickness

Specified
Straightness
Tol

Bonus
Tol

Total
Tol

3.8(mmc)

0.4

0.4

3.7

0.4

0.1

0.5

3.6

0.4

0.2

0.6

3.5 (lmc)

0.4

0.3

0.7

i2

Bonus Tolerance Examples


Bonus tolerance comes from
Size (FOS) Tolerance. In this
case, Max bonus=0.4

m denotes
Bonus
tolerance is
permissible

Bonus tolerance comes from


Size (FOS) Tolerance. In this
case, Max bonus=0.2

No Bonus applicable. Tolerance


applied to non FOS

183

m denotes
Bonus
tolerance is
permissible

i2

Level 3 : Orientation Control

191

i2

Level 3 Control: Virtual Condition Boundary for Orientation


l

For two mating features of size, Level 2 control overall perfect form boundary can only
assure assemblability in absence of any orientation or location restraint between two features.
Ie. Features are free floating to each other.

In the example at left, pin fitting into a hole. We


added a large flange for each part. The requirement
is the both flanges shall bolt together and make full
contact.
This introduces an orientation restraint between two
mating features. When flange faces are bolter
together tightly, the pin and the hole must be
square to their respective flange faces. Though the
pin and the hole might each respect their MMC
boundaries of perfect form; nothing prevents from
boundaries being badly skewed to each other. (see
fig on next page)

192

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Level 3 Control: Virtual Condition Boundary for Orientation

VCB=(n21.5-0.5)=n21

n21

VCB=(n20.5+0.5)=n21

We can address the requirement by


taking the envelope principle one
step further to Level 3 Control.
An orientation tolerance applied to a
feature of size, modified to MMC ot
LMC, establishes a virtual boundary
beyond which surface(s) of features shall
not encroach

In addition to Level 2 control of perfect form, this new boundary has perfect orientation in all
applicable degrees of freedom (360deg) relative to any datum features we select.
The shape and size of the virtual condition for orientation are governed by the same rules as for
form at Level 2. Again, a single feature of size can subject to multiple levels of control, thus
multiple virtual condition boundaries.

193

In figure above, weve restrained virtual condition boundary perpendicular to flange face and
shows how matability is assured for any part having a pin that can fit inside its n21 MMC virtual
condition boundary and any part having a hole that can contain its n21 MMC virtual condition
boundary.

i2

Level 4 : Position Control

194

i2

Level 4 Control: Virtual Condition Boundary for Location


For two mating features of size, Level 3s virtual condition
boundary for orientation can only assure assemblability in
absence of any location restraint between two features, for
example where no other mating features impede optimum
location alignment between or pin and hole.
In the figure left, we moved the pin and hole close to the
edges of flange and added a large boss and bore mating
interfaces at the center of the flanges.

When flange faces are tightened together with bots


and the boss and bore are fitted together, the pin
and the hole must each still be very square to their
respective flange faces.
However the parts can no longer slide freely to
optimize the location alignment between the pins
and the hole.
This necessitates the additional restraint that the
pins and holes must be accurately located relative to
its respective boss or bore.

195

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Level 4 Control: Virtual Condition Boundary for Location (contd )


A Positional tolerance applied to a feature of
size, modified to MMC or LMC, takes the
virtual condition one step ahead: Level 4.
n20.7
VCB

n35
VCB

50

In addition to perfect form and perfect


orientation, the new boundary shall have
perfect location in all applicable degrees of
freedom relative to any datum features we
select.
The shape and size of virtual boundary for
location is governed by the same rules as for
form at Level 2 and for orientation at Level 3
with one addition.

For spherical feature, the tolerance is preceded by the Sn symbol and specifies a virtual
condition boundary that is sphere.
A single feature of size may be subjected to multiple levels of control thus multiple virtual
condition boundaries one for each form, orientation, location tolerance applied

196

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Level 4 Control: Virtual Condition Boundary for Location (contd )


In the example above, we identified two datums for each part and added dimensions and
tolerances for our understanding of assembly.
The center boss has MMC size limit of n34.5 and perpendicularity tolerance of n0.5 at MMC.
Since its external feature of size, its virtual condition is
n34.5+n0.5=n35.
The bore has an MMC limit of n35.5 and perpendicularity tolerance of n0.5 at MMC.
Since its internal feature of size, its virtual condition is
n35.5-n0.5=n35
Note that for each perpendicularity tolerance, the datum feature is the flange face
Each virtual condition boundary for orientation is restrained perfectly perpendicular to its
referenced datum, derived from flange face.

197

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Level 4 Control: Virtual Condition Boundary for Location (contd )


Next, The pin and hole combination requires MMC virtual condition boundaries with location restraint
added. Note that each location tolerance, the primary datum feature is the respective flange face and
secondary datum feature is center boss or bore.
Each virtual condition boundary for location is restrained perfectly perpendicular to its referenced primary
datum, derived from flange face. Each boundary is additionally restrained perfectly located relative to
its referenced secondary datum, derived from boss or bore.
This restraint of both orientation and location on each part is crucial for perfect alignment between
boundaries on both parts, thus assemblability.
The pin has MMC size limit of n20.4 and a positional tolerance of n0.3 at MMC. Since its external feature
of size, its virtual condition is n20.4+n0.3=n20.7
The hole has an MMC size limit of n21 and a positional tolerance of n0.3 at MMC. Since its internal
feature of size, its virtual condition is n21-n0.3=n20.7
Any pin contained within its n20.7 boundary can assemble with any hole containing its n20.7 boundary.
Try this without GD&T!!

198

i2

Derived Elements

210

i2

Derived Elements
Many Geometric Elements can be derived from any feature. A Geometric tolerance RFS applied to
a feature of size controls one of the following:
1.
2.
3.
4.
5.

Derived median line(from a cylindrical feature)


Derived median plane (from a width type of feature)
Feature center Point (from a spherical feature)
Feature Axis (from a cylindrical feature)
Feature center plane (from a width type feature)

A Level2 (straightness or Flatness) tolerance nullifies Rule #1s boundary of perfect form at MMC.
Instead, a separate tolerance controls overall feature form by constraining a derived median
line or derived median plane (according to type of feature)

211

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Derived Elements (Contd)


As shown in figure left, in absence of
material condition modifier means that
straightness tolerance applies RFS by
default. This specifies a tolerance zone
bounded by a cylinder having a diameter
equal to the tolerance value, within which
the derived median line shall be
contained.

Tolerance zone for straightness control at RFS

213

i2

Derived Elements (Contd)

Tolerance zone for Flatness control at


RFS
In above figure, the flatness tolerance applies RFS by default.This specifies a tolerance zone
bounded by two parallel planes, separated by a distance equal to tolerance value, within which
the entire derived median plane shall be contained.
Both size limits are still in force, but neither the spine for the MMC size boundary nor the spine
for LMC size boundary need to be perfectly formed.
As you will note, its a difficult deriving a median plane, But where its necessary to control
overall form within a tolerance that remains constant, regardless of feature size, there is no
simpler options.
214

i2

When to Use MMC / LMC / RFS ?

215

i2

Use MMC for clearance fits

217

Use MMC for any feature of size that assembles with another feature of
size on a mating part and foremost concern is that the two mating
features clear (not interfere with) each other.

Use MMC on any datum reference were the datum feature of size itself
makes a clearance fit, and the features controlled to it likewise make
clearance fits.

Because clearance fits are so common and permits functional gaging,


many designers have wisely adopted MMC as a default (previously Y14.5
made it the default, now its RFS).

Where a screw thread must be controlled with GD&T or referred as


datum, try to use MMC

i2

Use LMC for Minimum stock protection


l

Use LMC where you must guarantee a minimum shell of material all over a surface of any
feature of size, for example:

For a cast, forged or rough machined feature to assure stock for cleanup in a subsequent
cleanup operation.
For a non mating bore, fluid passes etc to protect minimum wall thickness for strength.
For a non mating boss around a hole, to protect minimum wall thickness for strength
For a gaging features of a functional gage to assure the gage wont clear a non
conforming part
..

We dont often see LMC applied to datum features, but consider an assembly where datum
features of size pilot two mating parts that must be well centered to each other. LMC applied to
both datum features guarantee a minimal offset between the two parts regardless of how the
loose the fit. This is a valuable technique for protecting other mating interfaces in the assembly.
LMC is an excellent choice for datum references on functional gages.

218

i2

Use RFS for Centering


l

RFS is obsessed with a features center to the point of ignorance of features actual size. In fact, RFS
does not allow dynamic interaction between size and location or between size and orientation of
feature.
However, this apparent limitation of RFS actually makes it an excellent choice for self centering
mating interfaces where the mating features always fit together snugly and center on each other
regardless of their actual mating size. For example:

Press fits
Tapers such as Morse Tapers and countersinks for flat headed screws.
Elastic parts, or elastic intermediate parts such as O rings
An adjustable interface where an adjusting screw, shim, sleeve etc will be used on assembly to
center a mating part.

Certain geometric characteristics, such as run out and concentricity where MMC or LMC are so
inappropriate that the rule prohibit material condition modifiers. For these type of tolerances, RFS
always applies.
RFS principal now apply by default in absence of any material condition modifier.
RFS is a poor choice for in clearance fit mating interfaces because it does not allow dynamic tolerance
interaction. That means smaller tolerance, usable parts are rejected and higher scarp and costs

219

i2

Exercise 3

220

i2

Form Tolerances
Straightness
Flatness
Circularity
Cylindricity

221

i2

Straightness Tolerance for Line (Surface)


Elements

When straightness tolerance FCF is specified as shown in figure above, the tolerance controls only line elements of
that feature. The FCF may only appear in a view where the controlled surfaces is represented by a straight line.
Tolerance specifies a tolerance zone plane containing a tolerance zone bounded by two parallel lines separated by
distance equal to tolerance value. As the tolerance zone plane sweeps the entire feature surface, the surfaces
intersection with plane shall anywhere be contained within the tolerance zone (between two lines). Within the plane,
the location and orientation of tolerance zone may adjust continuously to part surface while sweeping.

223

i2

Straightness Control Applied to Line (Surface)


Element
When straightness control is applied to surface
elements,

224

The tolerance zone applies to surface element


The tolerance zone is two parallel lines
Rule#1 applies
The Outer/Inner Boundary is not affected
No tolerance modifiers may be specified
The straightness tolerance value specified must be less
than the size tolerance.
No Datum reference required in FCF
The control must be directed to surface elements
The straightness control must be applied in the view
where the controlled elements are shown as a line

i2

Straightness Tolerance Applied to a Cylindrical


FOS
A straightness tolerance control frame placed according to option a or d specified in
slide #108 replaces Rule #1s requirement of perfect form at MMC with a separate
tolerance controlling the overall straightness of the cylindrical feature. Where the
tolerance is modified to MMC or LMC, it establishes a Level 2 virtual condition
boundary as described earlier.
Unmodified, the tolerance applies RFS and establishes a central tolerance zone as
described earlier within which the features derived median line shall be contained.

Straightness Applied on MMC Basis


225

Straightness Applied on RFS Basis

i2

Straightness Control Applied to a Cylindrical


FOS
When straightness control is applied to a FOS,

226

The tolerance zone applies to the axis or centerplane of


the FOS
Rule#1 is overridden
The Virtual condition or Outer/Inner Boundary of the FOS
is affected
The MMC Modifiers may be specified in the tolerance
portion of the control
If tolerance modifiers are specified (MMC), the bonus
tolerance applies
The straightness tolerance value specified may be greater
than the size tolerance.
A fixed gage may be used to inspect straightness.
No Datum references can be specified in the FCF
The control must be associated with a FOS dimension
If applied to cylindrical FOS, a diameter symbol n
should be specified in the tolerance portion of FCF

i2

Flatness Tolerance Applied to a Planer Surface


When a Flatness FCF is placed according to options b or c as
in slide #78, the tolerance applies to single nominal flat
feature. The flatness FCF may be applied only in a view
where the element to be controlled is represented by a
straight line.
This specifies a tolerance zone bounded by two parallel
planes separated by distance equal to the tolerance value,
within which the entire feature surface shall be contained. The
orientation and location of tolerance zone may adjust to the
part surface.
A flatness tolerance cannot control whether the surface is
fundamentally concave, convex or stepped, just the maximum
range between its highest and lowest undulations.

For a width type of feature of size, Rule #1 automatically limits the flatness deviation of each surface.
Thus to have any meaning, a separate flatness tolerance applied to either single surface must be less
than the total size tolerance.
The specified tolerance in the FCF is implied as RFS. MMC/LMC does not apply to flatness control
because only surface area is controlled and area have no size
227

i2

Flatness Control Applied to a Planar Surface


l

When Flatness control is applied to Planar Surface:

Typical Flatness Control Application:

228

No Datum references can be specified in the FCF


The control must be applied to a planar surface
No tolerance Modifiers can be specified in the FCF
The tolerance value specified must be less than any other geometric controls that limit the
flatness of the surface.
The tolerance value specified must be less than the size tolerance.

For a Gasket or a Seal


To attach a mating part
For better contact of datum feature with datum plane.

i2

Circularity Tolerance

A circularity tolerance controls a


features circularity (roundness) at
individual cross section. So, a circularity
tolerance may be applied to any type of
feature having uniformly circular cross
sections, including sphere, cylinders,
revolute (cones), tubular shapes, rods,
torus shapes.
When applied to non-spherical feature,
the tolerance specifies a tolerance zone
plane containing an annular tolerance
zone (ring shaped) bounded by two
concentric circles whose radii differ by
an amount equal to tolerance value.

230

i2

Circularity Tolerance (contd)


The tolerance zone plane shall be swept along a simple non-self-intersecting tangent continuous
curve (spine). At each point on the spine, the tolerance zone plane shall be perpendicular to
the spine and tolerance zone centered on the spine.
As the tolerance zone sweeps the entire feature surface, the surfaces intersection with the plane
shall anywhere be contained within an annular tolerance zone (ie. Between two circles). While
sweeping, the tolerance zone may continually adjust in overall size, but shall maintain the
specified radial width.
This effectively removes diametrical taper from circularity control. Additionally, the spines
orientation and curvature may be adjusted within aforesaid constraints. So, in addition this
effectively removes straightness from circularity control
A circularity tolerance greater than the total size tolerance has no effect. It is preferred that
circularity tolerance be less than half the size tolerance to limit multi-lobbed deviations (egg
shaped or tri-lobed).

231

i2

Circularity Application

When Circularity is applied to circular elements:

232

The diameter must be within its size tolerance


The circularity control does not override Rule #1
The circularity tolerance must be less than size tolerance
The circularity control does not affect the Boundaries of the FOS
No Datum references can be specified in the FCF
No Tolerance modifiers can be specified in the FCF
The control must be applied to diametrical feature

i2

Cylindricity Tolerance
Drawing

A Cylindricity tolerance is a composite control of


form that includes circularity, straightness, and
taper of a cylindrical feature.
A cylindricity tolerance specifies a tolerance
zone bounded by two concentric cylinders
whose radii differ by an amount equal to the
tolerance value. The entire feature surfaces
shall be contained within the tolerance zone
(between two cylinders). The tolerance zone
cylinders may adjust to any diameter, provided
their radial separation remains equal to the
tolerance value . This effectively removes
feature size from cylindricity control.

Part
As with the circularity tolerance, a cylindricity tolerance must be less than half the size tolerance
to limit multi-lobbed from deviations
Since neither circularity nor a cylindricity tolerance can nullify size limits for a feature, there is
nothing to be gained by modifying either tolerances to MMC or LMC
233

i2

Cylindricity Tolerance over a Limited Length


or Area

Some designs require form control over a


limited length or area of the surface, rather
than the entire surface.
In such cases, as shown above, draw a thick
chain line adjacent to the surface, basically
dimensioned for length and location as
necessary. Form tolerance applies only within
the limits as indicated by chain line.

234

i2

Cylindricity Application

When Cylindricity is applied to cylindrical surfaces:

235

The diameter must be within its size tolerance


The cylindricity control does not override Rule #1
The Cylindricity tolerance must be less than size tolerance
The Cylindricity control does not affect the OB of the FOS
No Datum references can be specified in the FCF
No Tolerance modifiers can be specified in the FCF
The control must be applied to cylindrical feature

i2

Straightness Tolerance on a Unit Basis

There are many features for which the


design could tolerate a generous
amount of form deviation, provided
the deviation is evenly distributed over
the total length and/or breadth of the
feature.
This is usually the case with parts that are long or broad in proportion to their cross sectional
areas.
From the above figure, 6 piece of stock could be severely bowed after heat treatment, but if the
bar is then sawed into 6 length, we are concerned about how straight 6 units are?
The special form requirements can be addressed by specifying a form (only) tolerance on a unit
basis. The size of the unit length or area, for example 6.00 or 3.0x3.0, is specified to the right of
the form tolerance value, separated by slash /. This establishes a virtual condition boundary or
tolerance zone as usual, except limited in length or area to the specified dimension(s). As the
limited boundary or tolerance zone sweeps the entire length or area of the controlled feature, the
features surface or derived element (as applicable) shall conform at every location.
236

i2

Flatness Tolerance on a Unit Basis

Since the bar in previous


example may be bowed no
more than .03 in every 6 units
length, it accumulated bow over
6 cant exceed 4.38 and
automatic saw can handle it.

However, a windshield in above figure may be warped as much as .05 in any 3x3 area,
its maximum accumulated warp over 36 square is 6.83 a panel that wont fit in to
assembly fixture, Thus for a windshield, a compound feature control frame is used,
containing a single flatness symbol with two stacked segments.
The upper segment specifies flatness tolerance of .25 applicable to entire surface.
The lower segment specifies flatness per unit area not to exceed .05 over a area 3x3.

237

i2

Radius Tolerance

A radius is a portion of a cylindrical


surface encompassing less than 180o
arc length. A radius tolerance denoted
by R, establishes a zone bounded by a
minimum radius arc and maximum
radius arc, within which the entire
surface feature shall be contained. By
default, each arc shall be tangent to the
adjacent part surfaces.

238

i2

Radius Tolerance (contd)

Where a center is drawn, as shown in figure


left, two concentric arc of maximum and
minimum radius bound the tolerance zone.
Within the tolerance zone, the features
contour may be further refined with a
controlled radius tolerance

239

i2

Controlled Radius Tolerance

Where a symbol CR is applied to a radius, the


tolerance zone will be as described in previous
slide #176. But there are additional
requirements for the surface. The surface
contour shall be fair curve without any
reversals.
This means a tangent continuous curve that is
everywhere convex or concave.

240

i2

When Do We use a Form Tolerance?


As a general rule, apply a form (only) tolerance to a non datum feature only where
there is some risk that the surface will be manufactured with form deviations
severe enough to cause problems in subsequent manufacturing operations,
inspection, assembly or function of the part.
For example,
l
l
l

241

A flatness tolerance might be appropriate for a surface that seals with a gasket.
A roller bearing might be controlled with a cylindricity tolerance
A conical bearing race might have both a straightness of surface element tolerance
and a circularity tolerance

i2

Form

Form Selection
Process

Consider Limits of
Size (Para. 2.7)

Flatness
c

Straightness

(Para.6.4.2)

(Para. 6.4.1)

Surface
Elements

Circularity

Cylindricity

e (Para. 6.4.3) g (Para. 6.4.4)

Axis or
Center Plane

Consider
Material Conditions
(Para. 6.4.1.1.2)

242

RFS
(Para. 2.8.1)
Implied Condition

MMC
(Para. 2.8.2)
Specify m

i2

Summarizing Form Tolerances


Form Tolerances are Straightness, Flatness, Circularity, and Cylindricity
Straightness tolerance zone for line elements - two parallel lines
The straightness tolerance zone for a diametrical feature is a cylinder for the
derived axis of the feature
Straightness can be applied to surfaces, line elements, and features of size
When straightness is applied to a feature of size Rule #1 doesnt apply
Flatness tolerance zone - Two parallel planes
Circularity tolerance zone - Two concentric circles: similar to straightness
control
Cylindricity tolerance zone - two concentric cylinders: similar to flatness
control
243

i2

Summarizing Form Tolerances

Geometric
Control

Correct to apply to ...

Surface?

FOS?

Use of m
or l?

Are
boundaries
affected?

Overrides
Rule#1?

Datums
referencing?

Yes

No

No

No

No

No

Yes

Yes

May*

May*

May*

No

Yes

No

No

No

No

No

Yes

No

No

No

No

No

* When applied to FOS

244

i2

Applicability Of Tolerance and Datum Modifiers for


various Geometric Tolerances

245

i2

Exercise 4

246

i2

Datums

247

i2

What is Datum?
A Datum is a theoretically exact point, axis or plane derived
from the true geometric counterpart of a specified datum
feature.
A datum is an origin from which the location or geometric
characteristics of features of a part are established.
A datum feature is an actual feature of a part that is used to
establish a datum.
A datum reference is an alphabetic letter specified in a
compartment following a Geometric tolerance in a
feature control frame. It specifies a datum to which the
tolerance zone or acceptance boundary is basically
related.
A feature control frame may have zero, one,two or three
datum references.
248

i2

Establishing Datum
Reference Frames from
Part Features

Datum feature begets True


geometric counterpart which
begets a datum which is
building block for Datum
Reference Frame, which is the
basis of establishing tolerance
zone for other features.

We shall refer to this figure often

249

i2

Datum Feature
Recall our session #1, where we said:
The first step in GD&T is to identify part surfaces to serve as origins and provide
specific rules explaining how these surfaces establish the starting point and
direction for measurements
Such a part surface is called as datum feature
Builders understood the need for a consistent and uniform origin from which to base
their measurements. It was a patch of leveled ground once. For precision
manufacturing, its a flat surface or a straight and round diameter on a machine
part. Although any type of part feature can be a datum feature, selecting one is bit
like hiring a CEO who will provide strong moral center and direction for the entire
organization.
So, what qualifications of CEO should we look for?

250

i2

Datum Feature Selection

251

The most important quality you want in CEO (datum


feature) is leadership. A good datum feature is a
surface that most strongly influences the origin
and/or location of parts in its assembly. We shall call
it a functional datum feature.

Rather than a being a slender and small, a good


datum feature such as shown below, should have
broad shoulders able to take on the weight of the
part and provide overall stability. Avoid shaky and
unfinished surfaces with high and low spots.

Just as you want your CEO highly visible, choose a


datum feature that is always accessible for fixturing
manufacturing, or at various stages of inspection
during stages of manufacturing

i2

Functional Hierarchy

lIts

tough to judge leadership from

void
lSpot

it intuitively when you see


how a prospect (parts and
features) relates to each other
lIn

the assembly figure left for a


car engine, consisting of three
parts : Engine block, Cylinder
Head and Rocker Arm cover, we
intuitively rank the dependencies
as:
Engine block makes a foundation, to
which we bolt on the cylinder head to
which in turn we bolt rocker arm
cover.
252

i2

How to Identify Datum Features and Apply


Symbols?

256

i2

Identifying Datum Features


Once the CEO (datum feature) has sworn in, he needs to
put a badge to denote its authority. So, instead of a
star, we use the datum feature symbol as shown
below.
The symbol consists of a capital letter enclosed in a square
compartment, a leader line extending from the frame to
datum feature and a terminating triangle. The triangle may
be solid filled, making it easier to spot on a drawing.

Each datum feature shall be identified with a different latter


of alphabet (except I, O, Q). When alphabets are exhausted,
double letters (AA through AZ, BA through BZ etc) are used
and compartment is stretched to fit.

257

i2

Datum Feature Symbol Application

A Datum feature symbol is


applied to concerned feature
surface outline, extension line,
dimension line, or feature control
frame (FCF) as follows:
(a) Placed on the outline of a
feature surface, or on an extension
line of feature outline, clearly
separated from dimension line,
when the datum feature is surface
itself.

259

i2

Datum Feature Symbol Application

(contd)

(b) Placed on an extension of a dimension line of a feature of size when datum is an axis or
center plane. If there is insufficient space for two arrows, one of the arrow may be replaced
with datum feature triangle

260

i2

Datum Feature Symbol Application

(contd)

( c ) Placed on the outline of a cylindrical feature surface, or the extension of the the feature
outline, separated from the size dimension, when the datum is the axis. The triangle may be
drawing tangent to the feature

261

i2

Datum Feature Symbol Application

(contd)

(d) Placed on a dimension leader line


to the feature size dimension, where
no geometric tolerance and feature
control frames are used.

(e) Placed above or below and attached to


the feature control frame when the feature
(or a group of features controlled is the
datum axis or datum center plane

262

i2

Summarizing Datum Feature Symbol


Application ( for FOS datum features)

(a) Datum is axis

(b) Datum is axis

(c) Datum is common axis

(e) Datum is centerplane

263

(d) Datum is center plane

i2

Introduction to True Geometric Counterpart (TGC)

264

i2

Introduction to True Geometric Counterpart


(TGC)

265

Assigning a part surface as a datum feature still doesnt give uniform origin
necessary for precision measurements.

Even a straight or round or a flat as the case may be, the feature still has small
irregularities in its shape that could cause difference in repeated measurements
from it.

To avoid variation in measurements, we must to take it from a geometric shape


that is well perfect.

Such a perfect shape is called a True Geometric Counterpart or simply TGC

i2

Introduction to True Geometric Counterpart


(TGC) (contd)
l

Thus GD&Ts datum principals are based upon following assumptions:

The foremost design criteria is matability


High points adequately represent part features matability

Thus, like it or not, all datum methods are based on surface high points.
In many cases, the TGC and the datum feature surface are concept ually brought
together in space to where they contact each other at one, two or three high points
on the datum feature surface.
In some cases TGC is custom fitted to datum features high points and some cases,
the TGC and datum feature surface are meant to clear each other.

267

i2

Datum Features and their TGCs

Go Slide 300
Go Slide 301
268

Go Slide 302

i2

Datum Reference Frame (DRF)

270

i2

Datum Reference Frame (DRF) (contd)


l

Usually, it takes two or three


datums to build this complete
DRF.

Since each type if datum has


different abilities, it is not vary
obvious which one can be
combined, nor it is obvious how
to build DRF needed for a
particular application.

Datum Reference Frame as Per ASME Y14.5

273

i2

Datum Reference Frame (DRF) (contd)

274

i2

Degree of Freedom (DOF)

279

i2

DRF Development Examples

294

i2

DRF Development Example 1


With reference to this drawing, answer following
questions
How many datum features are there for this part?
What are types of datum features and Datums?
What are tolerance zone shapes and sizes for various
FCFs?
How are tolerance zones orientated and/or located to
DRF?
Are the tolerance zones fixed or flexible ? If flexible , how
)
much is maximum permissible
bonus tolerance ?
Write down your observation on selection of datum
features
Does the DRF imply any sequence of operation?
How many DOF each datum feature removes from part?
How many DOF available at the end?

295

i2

DRF Development Example 2


With reference to this drawing, answer
following questions
How many datum features are there for this
part?
What are types of datum features and
Datums?
What are tolerance zone shapes and sizes
for various FCFs?
How are tolerance zones orientated and/or
located to DRF?
Are the tolerance zones fixed or flexible ? If
flexible , how much is maximum permissible
bonus tolerance ?
Write down your observation on selection of
datum features
Does the DRF imply any sequence of
operation?
How many DOF each datum feature
removes from part? How many DOF available
at the end?
296

i2

DRF Development Example 3


With reference to this drawing, answer
following questions
How many datum features are there for this
part?
What are types of datum features and Datums?
What are tolerance zone shapes and sizes for
various FCFs?
How are tolerance zones orientated and/or
located to DRF?
Are the tolerance zones fixed or flexible ? If
flexible , how much is maximum permissible
bonus tolerance ?
Write down your observation on selection of
datum features
Does the DRF imply any sequence of
operation?
How many DOF each datum feature removes
from part? How many DOF available at the end?

297

i2

Comparison of Datum Precedence

299

i2

Comparison of Datum Precedence Case B

To simulate datum feature A, an adjustable gage/fixture is required.

Case b

Once datum feature A is simulated, it decides orientation of part.


The axis of two small holes shall be parallel to datum A, and
perpendicular to datum feature simulator for B

Ref Slide 268

Note that small holes axis is not perpendicular to datum feature B

300

No relative movement allowed between datum feature A and its


simulator.

i2

Comparison of Datum Precedence Case C

Once datum feature B is simulated, it decides orientation of part.

Case c

The axis of two small holes shall be perpendicular to datum feature B


To simulate datum feature A, an adjustable gage/fixture is required.
No relative movement allowed between datum feature A and its
simulator.

301

Ref Slide 268

i2

Comparison of Datum Precedence Case D

The axis of two small holes shall be perpendicular to datum feature B

Case d

302

To simulate datum feature A, a fixed gage/fixture of dia 16.0 is required.


relative movement allowed between datum feature A and its simulator.
Such relative movement could cause the two small holes to shift more wrt
to datum axis A

Ref Slide 268

i2

TGC Types

303

i2

Adjustable Size TGC : Primary Datum (axis) at RFS

Adjustable Chuck
to Simulate datum
feature A
Datum Axis A.
Same as axis of
chuck
Stepped Shaft
Example

310

i2

Adjustable Size TGC : Primary Datum (axis) at RFS

Expandable mandrel
used to simulate datum
feature B

311

i2

Adjustable Size TGC : Primary Datum (centerplane) at RFS

Adjustable Vice to
Simulate datum feature
C

312

i2

Adjustable Size TGC : Primary Datum (centerplane) at RFS

Expandable plates to
Simulate datum feature
D

313

i2

Adjustable Size TGC : Secondary Datum (Axis) at RFS

Datum axis F

Surface plate to
Simulate datum
feature E

314

Expandable
mandrel to
simulate datum
feature F

i2

Adjustable Size TGC : Secondary Datum (Axis) at RFS + Tertiary


Datum (Centerplane) at RFS Example

Datum axis F

Surface plate to
Simulate datum
feature E

Expandable mandrel
to simulate datum
feature F
Expandable width to
simulate datum
feature G

Datum centerplane G
315

i2

Adjustable Size TGC : Datum Axis from Co-Axial diameters RFS


Primary Example

317

i2

Fixed Size TGC (contd)

Dia 89.31 fixed size


opening in
gage/fixture to
simulate Hm

324

i2

Fixed Size TGC (contd)

Dia 89.61(=VCB size of H)


fixed size opening in
gage/fixture to simulate
Hm

325

i2

DRF Displacement
(Also referred to as Datum Shift or Pattern Shift)

326

i2

DRF Displacement Example 1

338

i2

Effect of Datum Shift on hole location ..

Datum shift can result in an additional tolerance for a


geometric control
Datum shift is only permissible when a modifier is shown in
datum compartment of a feature control frame
Datum shift results when the AME of the datum feature departs
from given material condition (in this case MMC
The maximum allowable datum shift is the difference between
the gage size (for the datum feature) and LMC size of the datum
feature.

339

i2

DRF Displacement Example 2

When a special-case FOS datum is


referenced at MMC, datum shift may be
possible when the datum feature is at
MMC
Datum Shift = Fixed gage size AME of Datum feature
340

i2

DRF Displacement Example 3 :

Datum Axis MMC Primary

Fixed size opening = MMC


size of datum feature A
341

i2

DRF Displacement Example 4 :

Datum Axis MMC Primary

Fixed size mandrel = MMC


size of datum feature B
342

i2

DRF Displacement Example 5 :

Datum Centerplane MMC

Primary

Two plates
separated by dist =
MMC size of datum
feature C

343

i2

DRF Displacement Example 5 :

Datum Centerplane MMC

Primary

A gage block of
width = MMC size of
datum feature D

344

i2

DRF Displacement Example 6 :

Datum Axis MMC

Secondary, Datum Centerplane MMC Tertiary

A gage pin of dia = VCB of


datum feature F = MMCGTol = (58.73 - 0.25) - 0.2 =
58.28

345

A gage block of width =


VCB of datum feature G =
MMC-GTol = (18.76 - 0.25) 0.2 = 18.31

Both the simulators will be perpendicular to datum E.


Center plane of G will align with datum axis F

i2

DRF Displacement Example 7 :

Datum Axis from a

Pattern of Holes, MMC Secondary.

A
B

4 Pins of dia = VCB of one


small hole = 10.5 0.2 =
10.3

1 Pin of dia = VCB of


center hole = 18.3 0.15 =
18.15
346

i2

Orientation Tolerance
Perpendicularity
Angularity
Parallelism

383

i2

Orientation Tolerance (Level3 Control)

Orientation is features angular relationship to a DRF. An Orientation tolerance


controls this relationship without meddling in location control.
Thus, an orientation tolerance is useful for relating one datum feature to another and
for refining the orientation of a feature already controlled with a positional
tolerance.

384

i2

How to apply Orientation Tolerance?

An orientation tolerance is specified using a feature control frame one of the three orientation characteristic
symbols.
The symbol used depends on the basic orientation angle as follows:
0o or 180o parallelism symbol
90o or 270o Perpendicularity Symbol
Any other angle Angularity Symbol
All three symbols work exactly same. The only difference is that where angularity symbol is used, basic angle
should be explicitly specified. Where the parallelism or perpendicularity is used, the basic angle is implied
by the drawing view that shows parallel or perpendicular relationship.
The feature control frame includes the orientation tolerance value followed by one or two datum references.
385

i2

Datums for Orientation Control


Orientation control requires a DRF. A primary datum plane or axis always establishes
rotation about two axes of the DRF and usually the only reference needed for
orientation control.
However in some cases, rotation it may be necessary to restrain rotation about third
axis and in such case, secondary datum is needed to orient/locate tolerance zone
plane for controlling elements of feature

386

i2

Angularity Tolerance applied to a Width-Type


FOS
When an orientation tolerance FCF is placed as
per options (a) or (d) in previous table (associated
with a diameter or width dimension), the tolerance
controls the orientation of the cylindrical or width
type of feature.
Where tolerance is modified to LMC/MMC, it
establishes a level3 virtual condition boundary as
described earlier. Alternatively the center method
discussed earlier may be applied to an orientation
tolerance at MMC/LMC.
Unmodified, tolerance zone applies RFS and
establishes a central tolerance zone as described
earlier within which the features axis or center
plane shall be contained
When applied to feature of size, orientation
tolerance provides no additional form control
beyond level2
In the figure at left, the center plane of the slot is
held within the central parallel plane tolerance zone

388

i2

Angularity Tolerance applied to a Cylindrical


FOS
Y14.5 also allows orientation of axis to be
controlled within a parallel plane tolerance zone,
however this would not prevent axis from
revolving like a compass needle between two
parallel planes, such application usually
accompanies a larger positional tolerance.
In the figure left, a diameter symbol precedes
the orientation tolerance value. Here the tolerance
zone is bounded by a cylinder having dia. equal to
tolerance value. This is more like a positional
tolerance except the orientation zone is not
basically located from the datums.
A positional tolerance also controls orientation for
a feature of size to the same degree as an equal
orientation tolerance. Thus for a feature of size, an
orientation tolerance equal to or greater than its
positional tolerance is meaningless.

389

Conversely, when engineer needs to maximize


positional tolerance while protecting
orientation, a generous positional tolerance can
be teamed up with more restrictive orientation
tolerance.

i2

Perpendicularity Tolerance applied to a


Planar Feature (Two Datum References)

The shape of the tolerance zone is two


parallel planes that are perpendicular to the
datum plane(s).
The distance between the plane is equal to
the perpendicularity tolerance zone.
All elements of the toleranced surface must
be within the tolerance zone
The perpendicularity tolerance zone limits
the flatness of the toleranced feature.

390

i2

Parallelism with Tangent Plane Modifier

396

i2

Explanation of Position Tolerance at LMC


Figure at left illustrates a boss and a hole combination
located by basic dimensions. Wall thickness is
minimum where boss and hole are at their LMC sizes
and both features are displaced in opposite extremes.

Since positional tolerance is specified on LMC


basis,as feature departs from LMC the wall thickness
increases and thus permits a corresponding increase
in positional tolerance thus maintaining minimum
material thickness between features

At LMC

417

At MMC

i2

Guide to Tolerance Modifier Usage

Modifier

Typical Applications

Comparative cost
of Production and
Verification

-Clearance

fits
-Assemblability is criteria

Does Modifier
permit Bonus and
Datum Shift?

Least

Yes

Higher than m but


lower than RFS

No

Highest among
modifiers

-Functional

RFS

418

gages
-Protection of wall
thickness or assure
minimum material around
feature

Yes

- Limit offset between


mating parts
-Centering
-Alignment

i2

Concentricity
Symmetry

457

i2

Concentricity Tolerance
Concentricity is that condition where median points
of all diametrically opposed elements of figure
of revolution (or correspondingly located
elements of two or more radially disposed
features) are congruent with the axis (or center
point) of a datum feature.
Concentricity tolerance is a cylindrical (or spherical)
tolerance zone whose axis (or center point)
coincides with the axis (or center point) of
datum feature(s)
The median points of all correspondingly located
feature(s) being controlled, regardless of
feature size, must lie within the cylindrical (pr
spherical) tolerance zone. The specified
tolerance and datum references can apply on
Irregularities in the form of a actual feature to be inspected may make it
RFS basis only.
difficult to establish the location of that features median point. For
Concentricity tolerance requires the establishment
example a nominally cylindrical surface of revolution may be bowed or out
and verification of features median points
of round in addition to being displaced from its datum axis, in such cases
finding median point may be very time consuming. Therefore unless there
is definite need to establish median points, it is recommended to use
position or runout tolerance.
458

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Difference between Coaxiality and


Concentricity Controls

Both parts are acceptable from coaxiality


control inspection.

459

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Difference between Coaxiality and


Concentricity Controls

This is the one part configuration acceptable


under concentricity control.
While parts as shown in previous slide may
get rejected when inspected from
concentricity viewpoint, if their median points
do not lie in 0.4 central tolerance zone
cylinder. Note that there are no material
modifiers specified for tolerance value as
well as for datum feature reference.

460

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Comparing Coaxiality, Concentricity and Runout


Controls

Geometric Control
r

Tolerance Zone

Cylindrical

Two Co-axial
cylinders

Cylindrical or two
parallel planes

Control Applies
to

Derived Median
Line

Surface elements
of toleranced
feature

Axis / centerplane
of AME of
toleranced feature

Location and
Orientation

Location,
Orientation and
Form

Location and
Orientation

Cost of
Production
Cost of
Verification
Controls

461

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Symmetry Tolerance

462

Symmetry control is same as Concentricity control. The difference is that while


concentricity is used on surface of revolution, symmetry is used on planar feature of
Size

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Runout Tolerance
Circular Runout
Total Runout

464

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Runout Tolerance

465

Runout is the oldest and simplest concepts used in GD&T

Runout is a composite form, location and orientation control of


permissible error in the desired part surface during a complete revolution
of part around datum axis

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Runout Tolerance Why we use it?

In precision assemblies runout causes


misalignment and/or alignment problems.
As shown in figure at left, runout of ring groove
diameters relative to pistons diameter may
cause rings to squeeze unevenly around the
piston or force the piston off center in its bore.
A motor shaft that runs out relative to its bearing
journals will cause motor to run out of balance
shortening its working life.
A designer can control such wobble by
specifying runout control.
There are two levels of runout :
Circular Runout
Total Runout

466

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Runout Tolerance How does it work?

lSpun

the shaft about its functional axis while probing the surface
with a dial indicator. As the indicators tip move up and down over the
undulating surface, its dial swings gently back and forth, visually
displaying the magnitude of runout.
lSo,

measuring runout can be simple if we agree on three things:


lWhat

surface(s) establish functional axis (datums) for spinning

lWhere
lHow

the indicator to probe?

much swing of the indicators dial is acceptable

lFor

the indicator swing, Y14.5 adopted the international term: FIM (Full Indicator Movement) which sometimes
referred as FIR (Full Indicator reading) or TIR (Total Indicator Reading)
lFIM

is the difference (in mm/in) between the indicators most positive and most negative excursions. So, if lowest (ve) reading is 0.001mm and the highest is +0.002mm, them FIM (or FIR or TIR) is 0.003mm
lJust

because runout tolerance is defined and discussed in terms of FIM does not mean runout tolerance can only
be applied to parts that spin in assembly, neither does it require part to be rotated, nor use of dial indicator to verify
conformance. The indicator swing is the ideal meant for describing the requirements of surface. Conformance can
be verified using CMM, Optical Comparator, scanning, computer mo deling etc.

467

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Datums for Runout Control


lA

runout tolerance controls surface elements of a


round feature relative to a datum axis. Every runout
tolerance shall reference a datum axis.
lIn

the figure above, since designer wish to control


the runout of surface as directly as possible, its
important to select the functional feature to establish
a datum axis.
lDuring

inspection for the part shown above, the


datum feature might be placed on V block or fixtured
in a precision spindle so that the part can be rotated
about the axis of datum features TGC.
lThis

requires datum feature be long enough and its


form be well controlled (by own size limits or separate
form tolerance (level2 control)). In addition datum
feature should be accessible for fixturing and probing.

469

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Circular Runout Tolerance

lCircular

runout tolerance can also be applied


to a face or a face groove that is
perpendicular to datum axis.Here, the surface
elements are circles of various diameters,
each concentric to the datum axis and each
evaluated separately from the others.

472

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Total Runout Tolerance


Total runout is greater level of control. Its tolerance
applies to the FIM while the indicator sweeps over the
entire controlled surface. Rather than each circular
element being evaluated separately, the total runout
FIM encompasses the highest and lowest of all
readings obtained at all circles
For a nominal cylindrical feature, the indicators body
shall be swept parallel to the datum axis, covering the
entire length of controlled feature, as the part is rotated
360o about the datum axis. Any taper or hourglass
shape in the controlled feature will increase FIM
For a nominally flat surface perpendicular to datum
axis, the indicators body shall be swept in a line
perpendicular to the datum axis, covering entire
breadth of controlled feature, Any conicity, wobble in
the controlled feature will increase FIM. The control
imposed by this type of total runout control is identical to
that of an equal perpendicularity tolerance with a RFS
datum reference.
473

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When do we use a Runout Tolerance?


l

Runout tolerance is especially suited for parts that revolve about a datum axis in an assembly,
and where alignments and dynamic balances are critical.

Circular runout tolerance is often ideal for O ring grooves, where cylinder bore is datum.
Remember that the datum feature and controlled feature should be accessible for
fixturing/inspection as the case is. For example, circular runout tolerance applied to internal
groove with internal bore as datum feature makes groove inaccessible for inspection!

Following equations pertain to the controls imposed by circularity, cylindricity, concentricity,


circular runout and total runout when applied to a revolute or cylindrical feature.

Circularity + Concentricity = Circular Runout


Cylindricity + Concentricity = Total Runout

474

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Profile Tolerance

491

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Profile Control

What is Profile?

492

A profile is outline of an object in a given plane (2D figure)

Profiles are formed by projecting a 3D figure onto a plane or by taking cross sections
through the figure.

Such profile can contains straight lines, arcs, curves.

If the drawing specifies individual tolerances for elements or points of a profile, these
elements or points need individual verification

i2

Profile Tolerancing
l

493

The profile tolerance specifies a uniform boundary along


the true profile within which the elements of surface must
lie.
It is used to control form or combination of size, form,
orientation or location. Where used as refinement of size,
the profile tolerance must be contained within the size
limits.
Depending upon design requirements, the tolerance may
be divided bilaterally to both sides of true profile or
applied unilaterally to both sides of profile.
When an equally disposed bilateral tolerance is needed,
its necessary to show only FCF with leader directed to
surface.
For an unequally disposed or unilateral tolerance,
phantom lines are drawn parallel to true profile to indicate
tolerance zone boundary
Phantom line should extend only a sufficient distance to
make its application clear.

i2

Profile Tolerancing

Where a profile tolerance applies all


around the profile of a part, the symbol
used to designate all around is placed on
the leader from the FCF.

494

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Profile Tolerancing

Where segments of profile have different


tolerances, the extent of each profile
tolerance may be indicated by the use of
reference letters to identify the extreme
positions or limits of each requirement.

If some segments of profile are controlled by


a profile tolerance and other segments by
individually toleranced dimensions, the
extend of profile tolerance must be indicated.

495

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Application of Datums for Profile Tolerance

General:
Where a profile tolerance need only control a features shape, its unnecessary to relate the profile
tolerance to any DRF. There are many applications where a profile FCF should have no datum
references. Where the tolerance also must control the orientation, or orientation and location of
the considered feature, the tolerance zone shall be related to DRF. Depending upon design
requirements, the DRF may require one, two or three datum references in FCF.
Profile of Surface Tolerance:
A FCF bearing a profile of surface symbol specifies a 3D tolerance zone having total width equal
total tolerance value. The entire feature surface shall everywhere be contained within the
tolerance zone. If DRF is referenced, it restrains the orientation, or orientation and location of
the tolerance zone.

499

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Combining Profile Tolerance with other


Controls

In this case, a part with profile of line


tolerance where size is controlled by a
separate tolerance. Line elements of
the surface along the profile must lie
within the profile tolerance zone and
within a size limiting zone.

503

i2

Profile tolerance for Coplanar Surfaces


Coplanarity is the condition of two or more
surfaces having all elements in one
plane.
A profile of a surface tolerance may be used
where it is necessary to treat two or more
surfaces as a single interrupted or
noncontinuous surface. In this case, the
control provided is similar to that achieved
by flatness tolerance applied to a single
planar surface.
As shown in figure at left, the profile of a
surface tolerance establishes a tolerance
zone defined by two parallel planes within
which considered surfaces must lie. No
datums are specified as in case of flatness
as the considered surfaces themselves
establishes a plane
505

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Profile tolerance for Coplanar Surfaces

Where two or more surfaces are involved, it may be


desirable to identify specific surface(s) to be used as
datum feature(s). Datum feature symbol is applied to
these surfaces with appropriate tolerance for their
relationship with each other.
Datum reference letters are added to the FCF for the
features being controlled. The tolerance zone thus
established applies to all coplanar surfaces including
datum surfaces

506

i2

Profile tolerance for Plane Surfaces

Profile tolerance may be used to control form and


orientation of plane surfaces. In this case, profile of
surface is used to control a plane surface inclined to a
datum feature.

507

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Exercise 10

512

i2

Miscellaneous

513

i2

GD&T for Head/Turn Lamp Mounting Bracket

(sample only)

CAD Model is BASIC


The Dimensioning and tolerancing is incomplete

514

i2

GD&T for Head/Turn Lamp (sample only)

CAD Model is BASIC

515

The Dimensioning and tolerancing is incomplete

i2

GD&T Reference Chart

519

i2

Dimensioning Habits (?)

520

i2

Suggested Readings & References


l
l
l
l
l
l
l
l
l

521

ASME Y14.5M-1994 Geometric Dimensioning and Tolerancing


ASME Y14.5.1M-1994 Mathematical Definition of Dimensioning and Tolerancing Principals
Geometrics IIIm - Lowell W. Foster
Geometric Dimensioning and Tolerancing: Applications and Techniques for Use in Design, Manufacturing, and
Inspection - James D. Meadows
Tolerance Design: A Handbook for Developing Optimal Specifications Clyde M. Creveling
CAD/CAM Theory and Practice : Ibrahim Zeid
Interpretation of Geometric Dimensioning and Tolerancing : Daniel Puncochar. Dimensioning & Tolerancing
Handbook : Paul Drake Jr.
References from ETI Mailbag
Fundamentals of GD&T : Alex Krulikowski

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