An Automatic Tolerance Assignment Approach For Tolerance Charting
An Automatic Tolerance Assignment Approach For Tolerance Charting
There are two dimensional sets in a tolerance chart: the Furthermore, the outcome from the approach is compared
blueprint (B/P) dimensional and the working dimensional with the original manual result and the solution from the LP
group. The interrelation between these dimensional groups model. Finally, the proportional smoothing approach is
makes it very difficult to assign appropriate tolerances to extended to a statistical tolerance model.
individual working dimensions. This paper deals with the
automatic tolerance assignment problem in a tolerance chart,
especially for computer-aided tolerance charting. After the 2. Background
manual methods of tolerance assignment are briefly discussed,
a linear programming model is analysed. Owing to the The detailed development and calculation procedure for
impractical solution from the linear programming ( LP) model, manual tolerance charting can be obtained elsewhere [9]. Fig.
a proportional smoothing approach is described with a numerical 1 shows a tolerance chart for a steel plug [9], which was
example, which can assign appropriate tolerances automatically modified with the representation of dimensional chains [8].
and systematically, based on the requirements of both blueprint The units in this example are inches (1 in = 25.4 mm).
dimensions and process capabilities. The result from this Tolerance assignment allocates appropriate tolerances to
approach is compared with that of the LP model and the each constituent link, arising from the tolerance of the closing
original manual procedure. Finally, the approach is extended link, in a dimensional chain9 For example, B/P dimension
to a statistical tolerance model. 1.000 -+ 0.020 has four constituent links: working dimensions
6, 7, 8 and 9. The tolerance summation of these working
Keywords: Dimensional chain; Linear programming; Pro- dimensions must not exceed the required tolerance value
portional smoothing; Statistical tolerance model; Tolerance 0.020 (the bilateral tolerance system is discussed in this
assignment; Tolerance chart
I -
1. Introduction
IS C D~l
Several computer-aided tolerance charting systems [1-5] have U c~/aon Wo~mg D~. Sli~k Rcn~,~al
been developed, and some theoretical research has been done NO. K,m~ -1-Tid. ~ C'lulm
I O,9"/9 003 Solid
on, tolerance charting [6, 7]. However, automatic tolerance I,q~4 .003 Solid
"%" I0 T~ml
assignment is still a problem, which delays the full automation ,003
4 4.031 .010 Solid
of a computer-aided tolerance charting system. A linear
3 20 T~,DS I.OO~l (io.I ,(1"~o (117 -3 4 .3
programming model was proposed [8], which considers the 6 30 1 ~.lm#
blueprint (B/P) design dimensions and process capabilities
i
paper). The problem here is how much tolerance each working dimension, the interrelation of the two dimensional groups
dimension should have. Traditionally, an experienced process must be considered systematically, that is, all dimensional
engineer assigns tolerances according to his knowledge and chains have to be studied together. This leads to the
experience, and then checks the limitation of B/P dimensions formulation of a linear programming model.
and process capabilities. Obviously, it is very difficult for a
computer to follow this approach, even for an expert system.
Besides this empirical approach, there are another two manual 3. Linear Programming Model
methods of assigning tolerances for a single dimensional chain:
the equal tolerance and the equal tolerance grade method. A linear programming model was formulated in [8], and is
The equal tolerance method assigns the required tolerance of presented as follows:
the closing link to each constituent link equally, that is, each
constitutent link has the same tolerance. For example, working Maximise ~'~ tj (1)
j=l
dimensions 6, 7, 8 and 9 have an equal tolerance 0.005
(=0.020/4) from the B/P dimension 1.000---0.020. This subject to
method is very simple, however, it is impractical if some
ti <--sri (i=n+l,n+2 ..... m) (2)
constituent links are rough machining operations, and some
j~-Sg i
are final precision machining. For example, the stock removal
of operation sequence no. 8 has constituent links 1, 3, 5, 6, tj <- bp~ (i = 1,2 ..... n) (3)
7 and 8. Working dimensions 1, 3 and 5 are turning operations, j~-BP i
while working dimensions 6, 7 and 8 are grinding operations.
In this case, the equal tolerance grade method is more tj->ej (j = 1, 2 ..... m) (4)
appropriate. It groups the constituent links according to their (LP1)
operations, and then assigns unequal tolerances to different where n number of B/P dimensions
groups, the links in the same group having equal tolerances. m number of working dimensions
However, how much tolerance is assigned to each group is tj tolerance of the # h working dimension
dependent on the process engineer. This method does not sr~ minimum allowed tolerance of ith stock removal
consider the nominal sizes of different dimensions. As seen
bpi tolerance of the ith B/P dimension
in Fig. 1, working dimension 9 should have a larger tolerance
than working dimension 6, 7 or 8, if possible. SRi constituent link set of the ith stock removal
The previous discussion was concerned about one dimen- BP~ constituent link set of the ith B/P dimension
sional chain only. In a tolerance chart, all B/P dimensions ej minimum economic tolerance for the #h working
and working dimensions are related to each other via dimension
dimensional chains. A dimensional chain cannot be studied and
without consideration of other dimensional chains. The
dimensions in a tolerance chart can be classified as two sets, sri = min{(SRmeani- SRmini),
e.g. the B/P dimensional and the working dimensional group. (SRmaxi - SRmeani)} > 0
The former is the requirement, while the latter results from
the former to ensure that all B/P dimensions (including ( i = n + 1,n + 2 ..... m) (5)
tolerances) are guaranteed, so the latter depends on the where SRmini minimum allowed stock removal of
former. In general, the process engineer cannot change the sequence no. i
B/P dimensions, while he can freely modify his process plan, SRmaxi maximum allowed stock removal of
so, the former is fixed, while the latter can be changed and sequence no. i
the two dimensional groups are interrelated. For example,
SRmeanl mean stock removal assigned for sequence
working dimension no. 9 is involved in the dimensional chains
no. i
of all B/P dimensions. On the other hand, B/P dimension
1.000 +- 0.020 should be guaranteed by working dimensions The objective function (1) is to maximise the cumulative
6, 7, 8 and 9 (the constituent links of the dimension chain). tolerance of each working dimension, which corresponds to
This interelation makes it more complicated to assign tolerances each tolerance assigned as being as large as possible. Constraint
for all dimensional chains than for just one dimensional chain. set (3) is derived from B/P dimensional chains to meet the
For example, B/P dimension 4.000 +- 0.005 has only one design requirements. Constraint set (4) is required from the
constituent link, working dimension no. 9, so it is intuitive minimum economic capability of each process sequence.
to assign a tolerance to the working dimension of "--0.005. Constraint set (2) and equation set (5) are derived from:
However, working dimension no. 9 is also involved in B/P SRmini -< SRmeani --+ ~ ti <- SRmaxi
dimensions 1.000 +_ 0.020, 2.000 --- 0.009, and 3.000 --- 0.002. jESR i
The tolerance ---0.005 is probably acceptable for B/P dimen-
sions 1.000 --- 0.020, and 2.000 --- 0.009, however, it is defi- (i=n+l,n+2 ..... m)
nitelyunacceptable for B/P dimension 3.000 +- 0.002. In this which reflects the dimensional chains of stock removal, and
case, B/P dimension 3.000 -+ 0.002 should be considered first. ha~ o n l y m - n because there are n solid stock removals.
In order to obtain a proper tolerance for each working The detailed derivation can be obtained elsewher(~ [8].
364 P. Ji
The model LP1 can be written in a matrix format: recommended chart, as shown in Fig. 2 [10], so the m i n i m u m
economic tolerance can be obtained for each working dimen-
Maximise
sion from Table 1 [10]. The solution of the LP model is: h
IT (6) = 0.0274, t2 = 0.0126, t3 = 0.0006, t4 = 0.0160, t5 = 0.0004,
t6 = 0.0002, t7 = 0.0002, t8 = 0.0002, t9 = 0.0018, and
subject to
xg=~ tj = 0.0594. From this solution, several tolerances (e.g.
AT-<Q (7) t3, ts, tr, t7, /8) are included in the m i n i m u m economic
tolerances because the simplex method always gets the optimal
T-E (8)
solution at one of the corner points, that is, at the boundary of
(LP2) the constraints. This solution is acceptable, but unreasonable,
where 1 = [1, 1 . . . . 11 because it is difficult to machine those working dimensions
T = [t,, t2. . . . . t.,] T which have the m i n i m u m economic tolerances. This problem
can be illustrated by the tolerance ratios. For example, the
A =[aii]
original ratio of e9/ea is 1.5, however, the final tolerance ratio
{ 10 if tJ is a c~ link ~ the of I9/t8 (=tg/es) is 9, which means that 19 has been made 6
ith dimentional chain of (i,/' = 1, 2, times larger while ts is still the same. This is unavoidable
a0 = either stock removal or .... rn) owing to the simplex method once some constraints have
B/P dimension become redundant. For example, the constraint t9 -< 0.00500
otherwise plays no role because of the constraint t6 + t9 -< 0.00200.
*All tolerances above heavy line are in accordance with American-British-Canadian (ABC)
agreements.
Gi=~aq~
/=l
(11)
1 0 0 1 1 1 0 0 0.0170 0.0017 10.00
2 0 0 0 0 1 0 0 0.0042 0.0004 10.50
and 3 0 1 1 0 1 1 0 0.0132 0.0018 7.33
4 1 0 1 0 1 1 1 0.0282 0.0018 15.67
qi 5 0 0 1 0 1 0 0 0.0068 0.0010 6.80
ui = a i 7 0 0 0 0 0 1 1 0.0180 0.0004 45.00
8 0 0 0 0 0 1 0 0.0070 0.0002 35.00
F r o m Table 2, it can be seen that the m i n i m u m value of
ui(i = 1, 2 . . . . . m ) is Ug. So constraint no. 9 is c o n s i d e r e d
first, and q9 is partitioned to t6 and t9 as: t6 = u9 e6 = 4.00 A new q~ is o b t a i n e d by subtracting t6 a n d / o r t9 from the
x 0.0002 = 0.0008, and t9 = u9 x e9 = 4.00 x 0.0003 = previous q; if working d i m e n s i o n 6 a n d / o r 9 is a constituent
0.0012. Certainly, t6 + t9 = 0.0020 = qg. N o w constraint no. link in the ith constraint.
6 is r e d u n d a n t . By deleting constraints no. 6 and no. 9, N o w the smallest u~(i = 1, 2, 3, 4, 5, 7, 8) is Us, and t3 =
removing columns t6 and t9 from Table 2, and calculating q , u5 e3 = 6.80 x 0.0006 ~ 0.0040, 15 = us x e5 = 6.80 x
Gi and ul, Table 3 is o b t a i n e d . 0.0004 ~ 0.0028. Continuing in this way, o t h e r tolerances are
obtained: t~ = 0.0132, t2 = 0.0048, t4 = 0.007, t7 = 0.0016,
Table 2. ta = 0.0066, and Eg=l ti = 0.042. If an integer set M = {1,
2 . . . . . m} is defined to r e p r e s e n t the constraint indices, an
i tt t2 t3 t4 ts t6 t7 ts t9 q, Gi u, algorithm can be s u m m a r i s e d for the p r o p o r t i o n a l s m o o t h i n g
a p p r o a c h as follows:
1 0 0 1 1 1 0 0 0 0 0.0170 0.0017 10,00
2 0 0 0 0 1 1 0 0 0 0.0050 0.0006 8.33 Step 1: i ~ - - 1 , and M ~ - - { 1 , 2 . . . . . m}
3 0 1 1 0 1 1 1 0 0 0.0140 0.0020 7.00
4 1 0 1 0 1 1 1 1 0 0.0290 0.0020 14.50 Step 2: q_L
5 0 0 1 0 1 0 0 0 1 0.0080 0.0013 6,15 G~ ~-- ~ aq ei, and u i <--
j=! Gi
6 0 0 0 0 0 0 0 0 1 0.0050 0.0003 16.67
7 0 0 0 0 0 1 1 1 1 0.0200 0.0009 22.22 If ui < 1, then stop ( t h e p r o b l e m d o e s not have a
8 0 0 0 0 0 1 1 0 1 0.0090 0.0007 12.86 feasible solution)
9 0 0 0 0 0 1 0 0 1 0.0020 0.0005 4.00 O t h e r w i s e , if i 4: m , t h e n i ~ i + 1, go to Step 2
O t h e r w i s e , go to Step 3
366 P. Ji
Step 3: d ~-- min{ui; i E M}, and let s be the constraint instead of (11). Also, Step 4.1 should be modified as "If a~i
index where the value u is the minimum, i.e. u, = = I, then ti ~ min(vi, max(e/, w i d))" instead of ti ~ eid to
d ensure both lower and upper tolerance bound. In other words,
Algorithm 1 uses the minimum economic tolerance e i as
Step 4 : F o r j ~ - - 1 t o m , do:
weight w#
Step 4.1: If a.~i = 1, then ti ~-- ej d
Step 4.2: ViEM, do:
If aii = 1, then aq ~-- 0, and qg ~-- q~ -
t; 6. Comparison
Step 5: M ~ - - M f q s
The results of four different approaches are listed in Table
Step 6: V i ~ M, do: 4. Comparing the result of the proportional smoothing
Step 6. 1: approach with that of the manual procedure, the tolerances
G~ ~ ~ aii e~
,. j=l of working dimension no. 4, 5, 6, 7 and 8 of the former are
Step 6.2: If Gi = 0, then M ~-- M rl i; Otherwise, tighter than those of the latter. For working dimension no.
qi 4, the tolerances from the approach are between tolerance
ui "~ Gi grade 12 and 13 (the tolerance of the former is reached at
Step 7: If M :# ~, then go to Step 3; Otherwise, stop tolerance grade 12, while that of the latter is greater than 12,
but less than 13). For working dimension no. 5, the two
In the algorithm, Step 6.2 is to find a redundant constraint. tolerances are between tolerance grade 11 and 12 (the
This algorithm is obtained by combining the simplex method tolerance of the former is larger than 11, but less than 12,
and the direct smoothing approach: Step 3 is to obtain a pivot while that of the latter is at 12). So, for these two working
equation, while Step 4 corresponds to the elimination step of dimensions for turning operations, there is no substantial
the simplex method. The big difference is that the proportional difference between the results of the two tolerance assignment
smoothing approach partitions the required value to several approaches. As far as the grinding operations 6, 7 and 8 are
individual variables according to the direct smoothing concerned, the smallest tolerance 0.0016 (-+0.0008) from the
approach, while the simplex method has only one entering proportional smoothing approach is greater than that of
and one leaving variable for each iteration. The algorithm tolerance grade 8. The tolerance grade range for grinding is
complexity of the approach is O(m 2) in the worst case. This from 5 to 8, so there is no difficulty in obtaining those
proportional smoothing approach can also be used for a dimensions. In other words, the propertional smoothing
unilateral tolerance system. approach is applicable in this example.
A general linear programming model for the tolerance Under normal conditions, the result from the proportional
assignment problem in a tolerance chart was presented smoothing approach is acceptable. However, if one of the
previously [8], and can be expressed as follows: tolerances of B/P dimensions is very tight, the tolerances
from the approach will be very close, and may seem
Maximise unacceptable. To make matters worse, condition (9) may not
be met in some cases. In other words, tolerances of working
dimensions are assigned as the minimum economic tolerances,
j=l
but they still exceed the required tolerance of a B/P dimension.
subject to In this situation, even an experienced process engineer finds
it difficult to assign appropriate tolerances. It is recommended
~ t~<-srl (i=n+l,n+2 ..... m) that a statistical tolerance model for tolerance assignment is
j ~ SR~ used in this case.
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