Beruflich Dokumente
Kultur Dokumente
Kaisarlis G.
Dept. of Mechanical Design & Control Systems, School of Mechanical Engineering, National
Technical University of Athens (NTUA), Athens, Greece
Provatidis C.
Dept. of Mechanical Design & Control Systems, School of Mechanical Engineering, National
Technical University of Athens (NTUA), Athens, Greece
Sfantsikopoulos M.
Dept. of Mechanical Design & Control Systems, School of Mechanical Engineering, National
Technical University of Athens (NTUA), Athens, Greece
Abstract
One of the most complex tasks that are carried out by Coordinate Measuring Machines (CMM) is the
verification of coaxial deviation of cylindrical features. The paper addresses the difficulties met in the
evaluation of coaxiality tolerances. A set of criteria, based on current GD&T standards and industrial
engineering practice, are introduced in order to safeguard the effectiveness of the coaxiality tolerance
verification by CMMs. The proposed criteria, along with the novel CMM measurement strategies for the
practical verification of coaxial deviation that are presented, can be easily implemented in CAD/ CMM
environments. The functionality of the approach is illustrated through an application example.
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ISO and ASME GD&T standards. The proposed dimensioning topic, e.g. [12], [13]. In contrast, the
methodology deals with the problem in a ANSI standard collected all relevant issues in the
systematic, time and cost efficient way, compatible ASME Y14.5M, [2], a popular standard commonly
with the current industrial insight. The approach, to used in industry. The coaxiality and concentricity
the extent of the authors knowledge, is the first of definitions as per ASME Y14.5M are thoroughly
the kind for this type of engineering problems that discussed hereafter. Two circles are said to be
can be directly implemented within a CAD/CAT concentric when their centers are coincident.
(Computer Aided Tolerancing)/CMM Moreover, coaxiality is the relationship of one axis
environments. The rest of the paper is organised as to another, thus two cylinders are said to be coaxial
follows: in the second section of the paper the when their axes are coincident. The deviation from
interpretations of coaxiality tolerancing in current the true centre or axis of the datum is controlled by
GD&T standards are compared and the practical the magnitude of the concentricity and coaxiality
difficulties met in their evaluation are briefly tolerance zone respectively. Coaxiality and
discussed. A set of criteria, based on industrial concentricity tolerances in ISO standards can apply
engineering practice, are then established in order on Regardless of Feature Size (RFS), Maximum
to safeguard the effectiveness of the coaxiality Material Condition (MMC) or Least Material
tolerance verification by CMMs. The introduced Condition (LMC) basis and must have at least one
criteria can be easily integrated in tolerance datum that also applies at RFS, MMC or LMC.
assignment software for respective realistic The method of indicating concentricity/coaxiality
tolerancing in the design phase. Two novel CMM tolerance on engineering drawings in accordance
measurement strategies for the verification of with ISO 1101, [12], is presented in Figure 1(a).
coaxial deviation of features of size are further The product requirement is to contain the axis of
presented. The functionality of the developed the right-hand cylinder within a 0.02mm
approach is illustrated through an application cylindrical tolerance zone which is coaxial with the
example. axis of the datum cylinder, A, Figure 1(b). In that
context, coaxiality tolerance zone as per ISO 1101
is interpreted as a cylinder of diameter t the median
2 Evaluation of coaxiality tolerance line of which is the datum axis A and will just
2.1 Coaxiality and Concentricity in current enclose the extracted (actual) median line of the
GD&T Standards toleranced cylinder, Figure 1(c).
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ASME standard controls all median points of all position, i.e. the centre or axis of the datum
diametrically opposed points on the surface of the feature, and the tolerance value is the diameter of
toleranced feature, the aggregate of all median the tolerance zone. In that context, true position
points, sometimes described as a cloud of median tolerances can alternatively be used for the
points, must lie within a cylindrical tolerance zone expression of the same design intend as coaxiality
whose axis is coincident with the axis of the datum tolerances for coaxial cylinders. The ASME
feature. Hence, ASME concentricity tolerance is Y14.5M standard explicitly states that the
independent of both size and form deviations. selection of the proper coaxial features control
While the ASME Y14.5M standard does not give depends on the functional requirements of the
specific instructions on how to derive the median design and, as well as, that the amount of
points, the ASME Y14.5.1 standard, [1], that permissible variation from coaxiality may be
concerns the mathematical definition of expressed by a position tolerance, a runout
geometrical tolerancing, does. In the latter it is tolerance or a profile tolerance. However,
stated that a concentricity tolerance specifies that concentricity requirement is substantially different
the centroid of corresponding point elements on than position, profile or runout tolerances, [2]. In
the surfaces of the actual features must lie in (the) general, a position control is recommended when
tolerance zone and that the centroids (median parts are mated in a static assembly and runout
points) are obtained by intersecting a pattern of should be specified for high-speed rotating
symmetry rays with the actual feature. The assemblies. According to the ASME standard,
symmetry rays are projected from and concentricity should only be applied where the
perpendicular to the datum axis and are also major design requirement is that a part is
projected 180 apart. The intersection of these two dynamically balanced about the datum axis. Often
symmetry rays with the feature surface defines two where balance is required, the out of circularity or
points, for example A and B. The median point, C, lobbing effect and other possible form errors may
between A and B must lie within the cylindrical be permissible. Hence, any basically symmetrical
tolerance zone. At each cross section, there are form of revolution, (e.g. hexagons, cones) or
several sets of opposed symmetry rays. Therefore, consistently symmetrical variation of such shape,
at each cross section a cloud of median points that could satisfy a concentricity tolerance where a
all must lie within the tolerance zone should be runout requirement may not. Nevertheless, due to
derived. Thus, if point A moves farther away from its definition, the concentricity control requires a
the datum axis, then point B must also move rather sophisticated and expensive inspection
farther away for the centroid to remain in the process; it is therefore appropriate only in
tolerance zone. Along with the above context, it is applications where precise balance is strongly
clear the concentricity/coaxiality as per ASME required. The terms concentricity and coaxiality as
Y14.5M controls the toleranced feature to be described in the ISO standard are not
centered on the datum and it also controls the form interchangeable with the same terms described in
of its surface, but only at diametrically opposed the ASME standard. However, a frequent mistake
points. The controlled feature could not be D- in industrial metrological practice is that a
shaped, but it could be elliptical or it could have a concentricity tolerance as per ASME is arbitrarily
flat on one side, as long as it had a corresponding converted to a concentricity tolerance as described
flat on the opposite side. in the ISO standard.
2.2 Comparison of ISO and ASME coaxial 2.3 Problems in measuring coaxiality by CMM
controls CMM measurement strategy, number and
According to the ISO 1101 standard, concentricity distribution of contact points, performance of the
/coaxiality tolerance can be considered as a probing system, measurement speed and
particular case of location tolerancing, in which the acceleration, thermal and environmental stability
toleranced feature and the datum feature are mainly are, among others, the most common factors that
circles or cylinders respectively. The tolerance influence the uncertainty of CMM measurement
limits the deviation of the position of the centre or results of all the types of GD&T tolerances.
axis of the toleranced feature from its true However, industrial metrological practice points
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out two additional important issues that may 3 Effective CMM coaxiality tolerance
strongly affect the reliability of CMM concentricity verification
and coaxiality deviation measurements, in
3.1 Set of criteria - Decision rules
particular:
A datum feature is chosen on the basis of its
The length of the datum feature.
geometric relationship to the toleranced feature and
The intermediate distance between the the particular characteristics of the design intent.
controlled feature and the datum feature. The direction of the datums axis vector is
In order to safeguard the effectiveness of the CMM extremely important for the calculation of
coaxiality inspection the above issues should be concentricity and coaxiality deviation as defined in
taken into account during the early stages of a both the ISO and ASME standards. Only a datum
product life cycle and especially during the cylinder with sufficient length that is accessible for
tolerance designation phase of a mechanical probing near both its ends can provide a repeatable
assembly, in either use of ISO or ASME GD&T datum axis vector and therefore safeguard the
standards. Focusing on ASME concentricity repeatability of coaxiality CMM measurements.
tolerance, its inspection is a rather complicated Additionally, for the ISO 1101 standard, the axis of
task. Generally, a CMM with advanced the toleranced feature has to be derived as well
metrological software tools or a dedicated from a limited number of contact points and its
inspection machine with a precision spindle should vector has also a strong effect on coaxiality
be used for that purpose. As mentioned in Section tolerance calculations. The accuracy specification
2.1, for an entire feature to conform to its of the measurement equipment that is used has a
concentricity tolerance, all median points shall direct impact on a vectors calculated 3D direction,
conform, for every possible ray pattern, for every thus it should be considered in conjunction with
possible origin point on the datum axis within the the geometrical characteristics of the datum and the
feature. Although its impossible to verify controlled feature. The above issues are
infinitely many median points, a sufficient sample systematically addressed in the paper in order to
(perhaps dozens or hundreds) should be safeguard the effectiveness of CMM coaxiality
constructed and computationally evaluated [15]. tolerance verification. For that purpose a set of
Undoubtedly this is a tedious, costly and time criteria in the form of geometrical constraints, that
consuming procedure. Most CMM measurement can also be used as decision rules for tolerance
software packages evaluate concentricity and designation in the design phase, is formulated.
coaxiality deviations using a calculation based on
the controlled features derived centre point or
axis, hence they do not evaluate concentricity as
per the ASME definition. For instance, PC-DMIS,
a well-established CMM measurement software
developed by Wilcox Associates Inc., uses the start
point and end point of the toleranced feature to
calculate coaxiality deviation. The perpendicular
distance of each of these points from the datum
features axis is calculated. These two distances
define the maximum and minimum values and the Figure 4 : Introduced symbols for the decision
coaxiality is twice the maximum value [16]. Even rules.
though the calculation algorithms that control the
measurement procedures of commercially available
CMM metrology software are not accessible by the The mathematical expressions of the decision rules
user [9], the fact that during the measurement are given below, eq. (1) (6). The symbols that are
procedure the user is not prompted to probe the used are illustrated in the typical component of
measured feature in opposed point pairs eliminates Figure 4. Let TCOX be the designated coaxiality
the possibility for the results to be in accordance tolerance, LD the length of the datum feature, LF
with the ASME concentricity definition. the length of the toleranced feature and LINT the
intermediate distance between them. The actual
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distance of their centroids is defined as the be modified and the available inspection
effective length, LEF, and is approximated by equipment does not conform to the above criteria
equation (6). The coefficients k and p are (1) (7). In such a case the effectiveness of the
calculated as the integral part of the expressions in coaxiality tolerance verification can still be
the right side of the equations (3) and (4) safeguarded if the standard CMM measurement
respectively. strategy is modified. The developed approach is
illustrated in Figure 5 and encompasses the
LEF following steps:
LD (1)
k
i. A series of circular cross sections, typically
LEF p (LD LF ) (2) four to eight, are taken on the full length,
LF, of the toleranced feature and their
Tcox centers are established.
k (3)
MPE E ii. The set of points created in Step i. are used
by the CMM measurement software for the
Tcox construction of the 3D axis of the
p (4)
5 MPEE toleranced feature.
iii. A series of circular cross sections, typically
Tcox 5 MPE E (5) four to eight, are taken on the full length,
LD, of the datum feature and their centers
LD LF are established.
LEF LINT (6)
2
iv. The set of points created in Step iii. are
In the above expressions, MPEE (Maximum used by the CMM measurement software
Permissible Error) is a commonly used parameter for the construction of the 3D axis of the
that describes the volumetric accuracy performance datum feature.
of a CMM as per ISO 10360-2 [17]. In equation v. The full set of points created in both Steps i.
(7) MPEE is calculated in microns (m), A and B and iii. are used by the CMM measurement
are integer constants that are specified by the software for the construction of a 3D axis.
equipment manufacturer and LEF is put in
millimetres. In the ISO 10360 series of standards vi. The coaxiality deviations of the toleranced
the effects of CMM geometric errors of single feature and the datum features axes from
point probing are evaluated when measuring block the axis constructed in Step v. are evaluated
gauges or step gauges in several directions in the with the standard measurement procedure of
working volume of the machine. the CMM software.
LEF vii. The component is in tolerance only if the
MPE E A (7) coaxiality deviations of both the toleranced
B
and the datum feature are within half the
Non conformance with the presented decision rules originally designated TCOX cylindrical
during the inspection phase of a mechanical tolerance zone (T/2, Figure 5(b))
component can be used as a technically sound established from the common 3D axis that
guideline for the selection of the appropriate was constructed in Step v.
measurement equipment that can effectively
validate its concentricity and/ or coaxiality The 3D axes of the toleranced feature (step ii),
tolerance requirements. of the datum feature (step iv) and the common
axis (step v) are the total least square axial
features in 3D space that are constructed by
3.2 CMM measurement approach for ISO 1101 mathematical fitting on the relevant set of
coaxiality verification points. Hence, the available points are best
A frequently met industrial problem is when the fitted so that the average squared error is
tolerance designation and the geometrical minimized in the least squares method and the
configuration of a mechanical component cannot maximal error is minimized in the minmax
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method. The proposed CMM measurement The establishment of a common 3D axis from both
approach allows for an alternative kind of the datum and the measured feature and its further
specific control of feature-to-feature coaxiality. use as the new datum is clearly not in absolute
It is strongly based on the concept of conformance with the coaxiality requirement
compound datum feature that appears in ISO originally denoted on the engineering drawings of
1101 and ISO 5459 [18] and allows for a the component. Apparently, according to the
common axis construction that can be used as a GD&T standards the coaxiality tolerance of a
single datum. Moreover, the proposed approach cylinder, the datum being another cylinder, is a
offers high repeatability of CMM coaxiality different tolerance than coaxiality in their common
measurement results which cannot be achieved zone. In metrological inspection, tolerances must
by the standard CMM strategy for components/ be verified in accordance with their standardized
equipment that do not meet the criteria of definition or as near as possible depending on the
Section 3.1. A common requirement in capabilities of the available metrological tools. In
coordinate measurement technology is to fit an that context, the approach of the above steps (i
associated feature to a data set consisting of vii) can only be considered as an alternative under
coordinate measurements of a real feature. This the following conditions:
fitting is carried out by dedicated software a. On both the datum and the measured features
algorithms. The reliability of information about certain accuracy and geometrical characteristics
real features that is determined from associated (e.g. tolerances of form, limits of size, surface
features is strongly influenced by the quality of roughness, nominal diameter, symmetrical
the software for computing these features. location on the part) are identical and/ or of the
Therefore it is considered critical for the same range.
trustworthiness of the above approach that the
b. All members of the engineering team
accuracy of fitting algorithms used by the
involved in product development (design,
CMM software is tested and adhere to relevant
manufacturing, inspection, assembly, )
ISO 10360-6 requirements [19].
concurrently approve the modified coaxiality
CMM verification method (Figure 5(b)), being
aware that it does not directly correspond to the
design intend as denoted on the original
blueprints (Figure 5(a)).
Such an agreement can be further combined/
reinforced with a modified quality management
plan, e.g. coaxiality verification by the standard
CMM strategy on a typical sample size of the
(a) components using third party, high accuracy
equipment that satisfies the criteria of Section 3.1.
The described CMM strategy does not intend to
substitute or replace the standard datum
toleranced feature coaxiality tolerance
verification. However, for a certain range of
applications and under the conditions (a) and (b), it
aims to offer a viable, time and cost-effective
option, compatible with the current industrial
(b) metrological insight.
Figure 5 : Coaxiality requirement based on single
(a) and on compound (b) datum.
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[8] Germain F. Denimal D. and Giordano M.,
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Tolerance Analysis and Synthesis Applied to
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