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CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7

Contents lists available at ScienceDirect

CIRP Journal of Manufacturing Science and Technology


journal homepage: www.elsevier.com/locate/cirpj

State of art in standardization in GPS area


Zbigniew Humienny
Warsaw University of Technology, Institute of Machine Design Fundamentals, Narbutta 84, Warsaw, Poland

A R T I C L E I N F O A B S T R A C T

Article history: The ISO family of standards shortly called the GPS standards is characterized. The activity of Technical
Available online 26 August 2009 Committee ISO/TC 213 that has been working towards coordinated and systematic development of
international standards covering problems of dimensioning, geometrical tolerancing, surface texture
Keywords: and related metrology is reported. The attempts of the ISO/TC 213 to establish more mathematical,
Tolerancing systematic and scientific basis for new standards building are emphasized. The unified model for design,
Standardization manufacturing and verification based on the improved GPS language and its new concepts like surface
GPS, geometrical product specifications
models, geometrical features, characteristics, specification uncertainty, correlation uncertainty and
ISO/TC 213
operations is aimed to cover all aspects of the product development up to launch on the market.
ß 2009 CIRP.

1. Introduction specific geometrical characteristic are used in complete structure—


The chain of standards matrix model (Fig. 1). The matrix model is
The acronym GPS for design, manufacturing and metrology explained in the detail in Technical Report ISO/TR 14638 GPS
engineers shall mainly stand for Geometrical Product Specifications. Masterplan. Since 1996 every new GPS standard has to contain
This acronym is the sub part of the name of the Technical Committee annex in which relation of the particular standard to the GPS
ISO/TC 213 Dimensional and Geometrical Product Specifications and matrix model is marked. The ISO/TR 14638 was published in 1995
Verification. The Committee was established in 1996, when a group and at that time many of the matrix chains were empty. That
of three ISO technical committees’ experts, lead by Per Bennich, indicated lack of standards devoted to some GPS issues. It should
decided to start to cope with the problem of the contradictions, gaps be noted, that since 1996 the ISO/TC 213 prepared 105 new or
and the lack of cohesion with needs of modern CAD/CAM/CAQ thoroughly revised standards and over 50 documents are under
systems in the current set of standards devoted to dimensioning and development [1]. So it seems that ISO/TR 14638 should be revised
tolerancing. The circumstances had been felicitously characterized and updated to show, what standards are available in particular
by B. Grant, who during the 3rd ISO/TC 213 Plenary Session in June chain links.
1997 noted: We have standardized in the past by writing ‘‘standards’’
filled only with examples. We have spread the practice of Geometrical 2. Development of the GPS standards
Dimensioning and Tolerancing all over the world with only examples
defining what it is we are doing. Now is the time to standardize by The development of the GPS standards is executed interna-
broadly applied rules which define the accepted practice as best possible tionally in the ISO/TC 213 and thanks to the Vienna agreement [5],
in a common way across the world, taking advantage as best possible of all ISO standards in the GPS field are processed parallel in Europe in
available technology. This will: its mirror committee CEN/TC 290. The GPS standards are prepared
in the ISO/TC 213 by active cooperation of 24 participating
 Decrease the uncertainty in the design and manufacture of products; countries and 28 observer countries. The ISO/TC 213 has annually
 Increase the productivity of engineering and production efforts; two meetings and its core expert group comprises of about 30
 Increase the use of computers and other advanced technologies in people, however since 1996 over 150 people have served as
design and manufacturing [1]. experts. The experts represent automobile, aircraft and other high
tech industry, leading measuring equipment manufacturers,
Bennich formulated a new fundamental concept of chains of universities and consulting business.
standards [2]. Each chain has six links [3,4] that shall form an In the USA the description of a workpiece geometry for
unambiguous link between the drawing indication and the result engineering purposes is called geometrical dimensioning and
of measurement. The eighteen chains of standards, each covering tolerancing (GDT) and is covered mainly by the National
Standard ASME Y14.5 M [3,4,6,7], which latest edition was
published in March 2009. The both tolerancing systems – the
E-mail address: zhu@simr.pw.edu.pl. international and the American have a lot common, but are not

1755-5817/$ – see front matter ß 2009 CIRP.


doi:10.1016/j.cirpj.2009.06.007
2 Z. Humienny / CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7

The ISO/TC 213 activity is currently carried out in the 11


working groups (WGs) along with the 4 advisory groups (AGs) [1]
and may be divided into two areas:

 Reviewing, upgrading and improving of existing GPS standards.


 Development of new standards to create the next generation of
the GPS language.
Furthermore, it is recognized that there are two metrology
systems in the GPS:
 Conventional metrology based on hard gauging (calipers,
micrometers, gauge blocks, surface plates, gap gauges, plug
gauges, etc.).
 Digital computational metrology based on the sets of sampled
points and computer software for their assessment and analysis
(coordinate measuring machines, articulated arms, roundness
measuring machines, etc.).

The benefits for industry expected from the work of the


committee as well as the objectives and the strategies for their
achievement are in the details presented in the ISO/TC 213 Business
plan [9].
Among the number of the recently published ISO GPS
documents the following should be recalled as crucial for
consistent design, manufacturing and inspection:

 ISO/TS 15530-3:2004, -4:2008 GPS, Coordinate measuring


machines (CMMs): Technique for determining the uncertainty
of measurement – Part 3: Use of calibrated workpieces or
standards – Part 4: Evaluating task-specific measurement
uncertainty using simulation;
 ISO/TS 16610-. . .:2009 GPS, Filtration, . . . (multipart technical
Fig. 1. Structure of the GPS matrix according to ISO/TR 14638. specification);
 ISO 2692:2006 GPS – Geometrical tolerancing – Maximum
material requirement (MMR), least material requirement (LMR)
fully compatible (Fig. 2). A few American experts are active in and reciprocity requirement (RPR);
the ISO/TC 213, so a number of ASME ideas are adopted in the  ISO/TS 23165:2006 GPS, Guidelines for the evaluation of
new ISO standards (e.g. all around notation for tolerancing of coordinate measuring machine (CMM) test uncertainty;
profile of a line/surface) and we hope, that the ANSI will also  ISO 14978:2006 GPS – General concepts and requirements for
accept some ISO approaches. So it gives a chance to reduce and GPS measuring equipment;
hopefully eliminate confusions in such industry like automotive  ISO/TS 17450-1:2005 GPS – General concepts – Part 1: Model for
which operates worldwide over country boundaries. The geometrical specification and verification;
standards diversity is also a great challenge for educators and  ISO/TR 16570:2004 GPS: Linear and angular dimensioning and
students [8]. tolerancing:  limit specifications – step dimensions, distances,
The scope of the Technical Committee ISO/TC 213 is: angular sizes and radii;
Standardization in the field of geometrical product specifications  ISO 1101:2004 GPS – Geometrical tolerancing – Tolerances of
(GPSs), i.e. macro- and microgeometry specifications covering form, orientation, location and run-out.
dimensional and geometrical tolerancing, surface properties and the Selected important drafts of ISO GPS documents which are
related verification principles, measuring equipment and calibration under discussion in ISO/TC 213 are listed below:
requirements, including the uncertainty of dimensional and geome-  ISO 1101:2004/WD Amd 2 GPS – indication of special specifica-
trical measurements. The standardization includes the basic layout tion operators for straightness, roundness, flatness and cylin-
and explanation of drawing indications (symbols) [1]. dricity;

Fig. 2. The same symbol is used for the position tolerance according to ISO 1101 and the positional tolerance according to ASME Y14.5M, however interpretation is different.
According to the ISO the extracted median line (the actual feature) shall be within the tolerance zone. According to the ASME the axis of the inscribed cylinder (the ideal
feature) shall be contained in the tolerance zone.
Z. Humienny / CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7 3

experience in the geometrical dimensioning and tolerancing (the


first ISO recommendation ISO/R 1101 was published in 1969).
The recently revised standards ISO 1101 and ISO 2692 [3,10] are
the cases of such policy. The both contain the sets of drawings with
examples of indication of the geometrical tolerances and inter-
pretations. The clause 18 Definitions of geometrical tolerances in the
second edition ISO 1101:2004 contains 101 drawings. The
substituted first edition ISO 1101:1983 in the relevant clause 14
Detailed definitions of tolerances contains only 88 drawings.
Furthermore drawings in the new edition are more commu-
nicative, which is a great advantage of the edition from December
2004. In the annex to ISO 1101:2004 a few former practices of
Fig. 3. (a) The perpendicularity tolerance specified according to the withdrawn ISO drawing indications are shown. They should no longer be used
1101:1983. It is stated in the ISO 1101:2004 that such indication, with an arrow of
leader line terminating directly to the axis, should no longer be used because of the
because of the risk of their ambiguous interpretations (Fig. 3).
risk of ambiguous interpretations. (b) There are more possible interpretations than Significantly bigger changes are in the new edition of the ISO
two shown. 2692:2006. It combines definitions from ISO 2692:1988 Technical
drawings – Geometrical tolerancing – Maximum material principle
and its amendment ISO 2692/Amd 1:1992 Least material require-
 ISO/FDIS 286-1,2 GPS ISO code system for tolerances of linear ment as well as introduces the new modifier R (reciprocity
sizes – Part 1: Basis of tolerances, deviations and fits – Part 2: requirement) – Fig. 4. It should be emphasized that in the ISO
Tables of standard tolerance grades and limit deviations for holes 2692:2006 consistent set of terms and definitions is given and the
and shafts; 14 rules for toleranced feature verification are clearly stated. The
 ISO/DIS 5459.4 GPS – Geometrical tolerancing – Datums and standard is supplemented by informative annex with 52 drawings
datum-systems; on which the various cases of the modifier applications are
 ISO/FDIS 10360-2 GPS – Acceptance and reverification tests for discussed.
coordinate measuring machines (CMMs) – Part 2: CMMs used for The default understanding of a size with required tolerance
measuring linear dimensions; class (e.g. 160h7) is changed in processed drafts ISO/FDIS 286-1,2
 ISO/DIS 10360-5,7 GPS – Acceptance and reverification tests for and ISO/DIS 14405 as follows: the default definition of size is two
coordinate measuring machines (CMM) – Part 5: CMMs using point size for both lower limit of size and upper limit of size (Fig. 5). It
single and multiple stylus contacting probing systems – Part 7: shall be recalled that currently according to the ISO system of
CMMs equipped with imaging probing systems; limits and fits the default case, when the tolerance class is used is
 ISO/DIS 14405-1.2 GPS – Dimensional tolerancing – Part 1: two point size for the least material limit of size and mating size for
Linear sizes – Part 2: Dimensions other than linear sizes; the maximum material limit of size (Fig. 5). Moreover – which is
 ISO/DIS 14406 GPS – Data extraction; surprising because millions of the machines are working in the
 ISO/DIS 14659 GPS – Fundamentals – Concepts, principles and world – the definition of the size tolerance specification by direct
rules; indication (e.g. 160,015  0,015) is not given in any International
 ISO/DIS 22432 GPS – Features utilized in specification and Standard. Therefore it results in an ambiguous requirement whenever
verification;
 ISO/CD TR 23605 Technical product specification (TPS) –
Application guidance – International model for national imple-
mentation;
 ISO/DIS 25378.2 GPS – Geometrical characteristics.

3. Improvement of the existing GPS standards

The globalization in the production, widespread outsourcing


and subcontracting of highly sophisticated parts as well as rapid
development of the coordinate measuring technique, the form
measuring machines and the profile measurement devices
indicated, that some specifications based on the set of standards
that were used in last quarter of the XXth century may have
different interpretations (Fig. 3) or do not give any tool to specify
some functional requirements or measuring conditions. For
example, currently for the roundness tolerance there is no
standardized ISO notation to specify the measuring conditions
like filter or stylus tip radius which significantly influence the
measuring result. So the ISO/TC 213 decided, that such drawbacks
shall be removed as far as possible by ‘‘repairing’’ of the existing
standards or adding new standards for everyday industrial use
without any sophisticated concepts that require application of the Fig. 4. (a) Functional requirement—the sleeve face in the assembly shall be in the
advanced mathematics. Such standards shall be based as far as intimate contact with the pin face. The MMVS for pin is MMVS = MMS + T = 30.2. (b)
possible on the existing practice and the traditions which shall be Tolerancing with modifier M according to the ISO 2692:1988. (c and d) The actual
enriched by the new adequate tools for the unambiguous drawing pins released to assembly. (e) Such actual pin shall be rejected during checking
conformity according to the specification (b) albeit it is fully functional. (f) The new
indication and specification. The improvement of the GPS system modifier R, reciprocity requirement; introduced in the ISO 2692:2006, which
shall be performed evolutionary as it is demanded by the majority enables to accept pins with size bigger than specified, when perpendicularity
of industry which use drawings based on over half century deviation is smaller than specified.
4 Z. Humienny / CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7

Fig. 5. (a) Specification (IT7 = 0,03 mm). (b) The current interpretation of hole size according ISO 286:1998 – the mating size for the lower limit of size and the two point size for
the upper limit of size. (c) The new interpretation of size according to ISO/FDIS 286-1,2 and ISO/DIS 14405 – the two point size is default for both, the lower limit of size and the upper
limit of size.

it is used on the features of size with not perfect form [11]. It means development (Fig. 7) is highlighted in the ISO/TS 17450-1. The
that for more than a century all over the world some engineering specification operator is formulated as the virtual measuring
thumb knowledge was applied during the manufacturing, verification procedure. The verification operator defines the sequence of
and assembling parts. This is no more accepted when tolerances are operations used during the measuring process. The theoretically
decreasing and the functional demands are increasing, especially exact verification operator is the implementation of the specification
when integrated CAD/CAM/CAQ systems are employed [12]. operator. Up to now, in most cases, the operations of partition,
The ISO/DIS 14405 defines the 11 types of sizes and the extraction, filtration, association, collection and construction have
adequate symbols for their specifications on the drawings. The been introducing during measurement as the metrologist activity
possibility of the size definition is divided into the following four without information from the designer. The control staff needs
categories: suggestions from the designers to clear, what shall be measured—
the complete specification operator is required. Only the complete
 Local size (two-point size, local size defined by sphere); specification operator is unambiguous and therefore has no
 Global linear size (least square size, maximum inscribed size, specification uncertainty. The specifications in the ISO/TS
maximum circumscribed size); 17450-2 are defined by the ordered sets of operations. It is the
 Calculated size (circumference diameter, area diameter, volume new approach, which gives to the designer much more powerful
diameter); tool to define expected functional requirements than it is possible
 Rank order size (maximum size or maximum diameter,
minimum size or minimum diameter, average size or average
diameter).
The clear intent of the Technical Report ISO/TR 16570 is to make
the designers and the measuring staff realize, that although the ISO
129-1:2004 – Technical drawings–Indication of dimensions and
tolerances – Part 1: General principles contains rules for dimensioning
and tolerancing with  specifications, such way of specifications is
not always sufficient for an unambiguous description of the workpiece
geometry. Any  specification usually causes large specification
uncertainty and it is strongly recommended [4,11,13] to substitute it
by the geometrical tolerancing according to the ISO 1101 (Fig. 6).

4. Development of the next generation of the GPS language

The basic demand of the new GPS approach is unambiguous


definition of a workpiece along the entire production process. It
can be accomplished because the ISO/TC 213 experts realized, that
the specification and the verification are strongly related to each
other both in the theory and in the practice [1,14–17]. In the ISO/TC
213 great attempts are made to develop mathematical definitions,
to put the current standards on a firmer basis to reduce risk of
misinterpretations and ambiguities. The new GPS approach
utilizes classification of the 3D surfaces based on their invariance
properties [18].
The basic tools for the next generation of the GPS language are
given in the ISO/TS 17450. Almost 70 terms are defined in this
specification. The specification with recently published 1st part
shall be regarded as the global GPS document, because it influences
all the chain links of the chains of standards in the GPS matrix
model (Fig. 1). The specification is not intended to be used directly
as a standard way to specify the geometry of a workpiece, but
should serve as a basis for revising and completing existing
standards according to the unified and systematic approach.
Fig. 6. (a) Dimensioning and tolerancing of the hole axis placement with 
The importance of parallelism and complementary of the specifications is ambiguous. (b and c) A few different coordinate systems may be
actions that shall be distinguished in the specification procedure established for the workpiece verification on the coordinate measuring machine (there
and the verification procedure in the process of a product are more possible interpretations than two shown).
Z. Humienny / CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7 5

 Measurement uncertainty is inherently associated with any


measurement and may be large in case when measured is not
defined properly (differences between the specification and the
verification operator – chosen measuring method is not full in
line with the design intend) and significant, when implementa-
tion of the measuring method is away from its concept.
The correlation and the specification uncertainties may be
reduced by the designers, while the measurement uncertainty may
be reduced by the metrologists. The uncertainty of measurement
always counts against the party who is providing the proof of
conformance or non-conformance and therefore making the
measurement (ISO 14253).
The key factors that influence the compliance uncertainty are
discussed in [21]. The problem of the lack of completeness of the
current tools for drawing indication is raised, which supports the
drive to develop the next generation of the GPS standards.
The drafts ISO/DIS 14659, ISO/DIS 25378 and ISO/DIS 22432 are
processed to establish another three basic standards for the next
generation of the GPS language.
The 33 types of characteristics are defined in the ISO/DIS
25378.2. The characteristic is a single property of one or more
feature(s) expressed in linear or angular units. The geometrical
characteristic corresponds to a quantification or a quantification of
one or more constraints:

 On one ideal feature or non-ideal feature (individual character-


Fig. 7. The GPS duality principle of the specification and verification procedures.
istic);
 Between one ideal feature or non-ideal feature and one ideal
by the application of the tolerance zones according to the ISO 1101, feature or non-ideal feature (relationship characteristic).
which played historical role by putting forward the specification
opportunities comparing to the specification by the tolerance The constraint can be a size, surface texture, form, orientation
interval according to the ISO 286. or location constraint.
The integrated duality principle of the specification and the The concept of the GPS characteristics enables the formal and
verification established by the ISO/TC 213 induced, that the the unique definition of the deviations and the dimensions with
uncertainty concept generally accepted in the metrology [19,20] the regard to the ideal features. The texture and the form
has been generalized beyond interpretation well known in the deviations correspond to the defects in relation with the type of
measurements. The development of the next generation of the GPS the input features. The sizes correspond to the defects in relation
language is firmly based on the generalized concept of the with the intrinsic characteristics of the features. The orientation
uncertainty (Fig. 8), where: and the location correspond to the defects in relation with the
situation characteristics between features.
 Correlation uncertainty is used to estimate, how well the The systematic collection and explanation of the 12 GPS
geometrical specifications express the intended functional fundamental concepts is given in the ISO/DIS 14659. These
requirements. It should be noted, that final performance of the fundamental concepts, principles and rules are valid for the creation
machine depends not only on the geometry of its parts but also and the interpretation of the all other International Standards.
on a few other factors like material properties and operating Some concepts are new like:
conditions;
 Specification uncertainty may occur due to some ambiguities,  Duality principle: the GPS specification defines a GPS specification
which exist in the specification itself. The ambiguities may be operator independently of any measurement procedure or
caused by incorrect or incomplete application of the GPS measurement equipment and the GPS specification operator is
standards or due to the lack of appropriate standards; realized in a verification operator which is independent of the
GPS specification itself, but it is intended to mirror the GPS
specification operator;
 Uncertainty principle: it is necessary to quantify the closeness of a
specification operator to the functional operator and the
closeness of a verification operator to the specification operator.

The other concepts are recalled from the published standards


e.g.:

 Reference condition principle: by default all GPS specifications


apply at reference conditions such as standard temperature
defined in ISO 1;
 Independency principle: by default every GPS requirement for a
feature or relation between features shall be fulfilled indepen-
dent of other requirements, except when it is stated in a standard
Fig. 8. The generalized concept of the uncertainty according to the ISO/TS 17450-2. or by special modifiers (M, L, R, E).
6 Z. Humienny / CIRP Journal of Manufacturing Science and Technology 2 (2009) 1–7

The ISO 5459:1981 is an example of the standard which Looking through the list of standards recently published and
urgently needs revision and considerable improvement because it standards under development it shall be noticed that the number
contains unclear statements that is crucial in everyday applica- of standards devoted to:
tions of datums or datum systems for the orientation, location and
run-out tolerances. The new concepts and terms from the ISO/TS  coordinate measuring techniques;
17450-1 are applied in the 4th draft of ISO/DIS 5459. However it is  measurement of surface texture.
worth to mention that ISO members are far away from the is strongly growing. It is in line with rapid increase of the
consensus. Some claim that the text is written very much for CMM application in industry and demands for reliable tests for
academia and is too difficult for normal usage, they suggest to their verification [23,24].
rewrite the standard in the way directed to the industry. The others
believe that the 4th version of ISO DIS 5459 is much better than The key performance criterion for the coordinate
previous drafts, however there is still a lot to do to write the good measuring machines and the machine tools is the geometrical
standard, because there are some unclear paragraphs or missed accuracy and dedicated software reliability. The new concepts
information. The tolerancing of the geometrical features implies given in the ISO 10360, ISO/TS 15530 and ISO/TS 23165, the new
the limitation of the geometrical deviations in relation to their calibrations methods and increasing capability of machine
nominal form, orientation and/or location by zones in which the controllers to compensate mathematically geometry errors are
geometrical features shall be situated. There are two cases: thoroughly discussed in [25]. This paper indicates that methods
developed for assessment and compensation of the CMM
 Each zone is oriented and/or located by other features called geometrical errors can be extended to the manufacturing
datums; machines.
 Zone are oriented and located between each other.
In the ISO/DIS 5459 first time, the datums and the datum- 5. Conclusions
system setting are addressed from the two points of view:
 The designer, who has specific needs to code the functional The geometrical product specifications tools are in the state of
requirements related to the datums into graphical notation – the dynamic change and continuous improvement. The main challenge
10 writing rules are defined; of the Technical Committee ISO/TC 213 is to provide the standards
 The other persons in companies which shall be able to for coherent product geometrical description along the phases of the
reconstruct the designer intent, i.e. decode the graphical design, manufacturing and inspection. These standards shall contain
language into requirements – the 10 reading rules are coordinated and mutually consistent concepts, terminology and
simultaneously defined to avoid any divergence. indication rules to facilitate the economic management of variability
in products and processes. The definitions for the next generation of
The development of the standards defining the next genera- the GPS language are based on mathematics that enables simulation
tion of the GPS language due to their general and fundamental of the product functions using both physical and mathematical
character requires deep discussion to reach consensus. It is time models. This is in contrary to the previous practice based on the
consuming and progress is not so visible in the number of definitions described by the sets of examples. The worldwide
released ISO documents. Huge batch of standard drafts is under harmonization of the standards development and implementation is
processing. a crucial issue.
The new approach with its sophisticated terms and definitions The two fundamental concepts in new generation of the GPS
is relevant for: language – the duality principle and the uncertainty principle may
be actually distinguished. There is always some uncertainty
 Programming of measuring instruments (like coordinate mea- whether the finished product will fulfill the intended functions.
suring machines); The formalized one-to-one mapping between the operations in the
 Definition of very small tolerances; specification operator and the verification operator unclosed in the
 Precise evaluation of the measurement uncertainty; duality principle shall be carefully traced during the product
 Computer aided production process planning [22]. development and manufacturing.
The GPS standards analyzed in the paper were chosen arbitrary,
The standard ISO 14978:2006 represents the ISO/TC 213 as the examples to show main trends in the standardization in the
pursuits to develop standards that provide general layout for the GPS area. Some of the presented tendencies may be observed in the
new standards and the data sheets for the measuring equipment other recently published GPS standards or documents under
requirements. This standard specifies general requirements, preparation.
terms and definitions of characteristics of the GPS measuring The ISO/TC 213 experts serve voluntary. So, although the ISO/TC
equipment and forms basis for describing the design character- 213 has routinely two meetings each year and the ISO secretariat
istics and the metrological characteristics for an equipment. The formally limits time for a standard development to 36 months,
standard has been published to precise the communication some times the processing of a draft takes more time.
between the measuring equipment manufacturer and the user. It
is decided not to give any numerical values of the metrological
characteristics in the new generation of standards relating to the References
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