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Stefano Tornincasa
Politecnico di Torino
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FOREWORD
The book covers the changes and improvements in the ASME Y14.5-2018 standard
The author, Professor Stefano Tornincasa, has carried out research activities
for over thirty years in the field of functional design and geometric tolerances.
He was President of the ADM Improve Association (Innovative Methods in
PROduct design and deVElopment) from 2011 to 2015 and has published
more than 180 national and international scientific papers.
He is co-author of the best-selling book on Industrial Technical Drawing, which
is currently adopted in the design courses of most Italian universities (E. Chirone,
S. Tornincasa, Industrial Engineering Design, Volumes I and II, ed. Il capitello
Torino).
Professor Tornincasa has conducted training courses on GD&T in many of the
main manufacturing companies in Italy, and it is from this activity that he has
derived his skill and experience in functional design.
His other research topics have been focused on product development, cycle
innovation through digital models and virtual prototyping methodologies (PLM)
http://webd.polito.it/workbook/
3
Technical product documentation using ISO GPS - ASME GD&T standards
tan um
material condition is controlled by an external gauge (the
dis minim
ce
measurement between two opposite points), while the
,9
Fig. 53. Verification procedure of a hole according to the envelope principle. The minimum material condition is
controlled by an internal gauge (measured between two opposite points), while the maximum material condition is
checked by means of a pin with the MMC dimensions.
appropriate in the case of mating, may be restrictive of such an indication depends on the choices of
for all the other geometrical features, and may the designer or rather on an oversight within a
make it necessary, in the latter case, to furnish an complex technical document.
indication of exception (the ASME standards have Apart from this problem, the verification of the
introduced the È symbol, see Fig. 55), with the envelope principle, which requires the use of
consequence of a source of ambiguity being created functional gauges1 or controls carried out by
as it is not possible to be certain that the absence means of measurement machines that have
1
Gage in ASME
ASME
drawing
ISO
drawing
Fig. 55. If one
wishes to apply the
Fig. 54. The envelope requirement in the ISO standard independency principle
is indicated by means of a circled E, which is placed in ASME drawings, it is
next to the tolerance dimension; the hole has a necessary to insert the
perfect form when all the local diameters are in the independence symbol I
maximum material conditions, that is, 18 mm. next to the dimension.
33
Technical product documentation using ISO GPS - ASME GD&T standards
1
In the ASME Y14.5:2018 the term “theoretical datum feature simulator” was replaced with “true geometric counterpart”
47
simultaneously by means
of a pattern specification,
using tolerance zone pattern
modifiers CZ, CZR or SIMn
(fig. 288).
The use of the concept of
“simultaneous requirement”
transforms a set of more than
one geometrical specification
into a combined specification,
i.e. a pattern specification.
As pointed out in the previous sections, the ISO In short, a gauge is nothing more than a simulated
standard is defined as “CMM Friendly”, that is, physical datum feature that allows the relationships
the preferred control system is the coordinate between geometrical and dimensional errors to
measurement machine. The ASME standard is be verified at the same time, and the effect of an
based on the idea of specifying the geometrically increase in tolerance, due to a maximum material
perfect zones within which the real surfaces modifier applied to either the feature itself (bonus)
should fall. This is often indicated as a preference or to the datums (called shift or MMB), to be
for “hard gauging”, which means that it is possible foreseen. Generally, the tolerance on a gauge
to construct functional gauges that represent a is about 10% of the tolerance that has to be
physical representation of the tolerance zone. controlled, with temperature conditions of 20° and
A functional gauge basically represents the humidity no higher than 45%. If a functional gauge
materialisation of the feature that has to be mated is mated with the piece that has to be controlled,
(worst case) according to the specifications it is possible to be almost absolutely certain of the
indicated on the drawing. assembly with the mating counterpart.
113
THE STRAIGHTNESS TOLERANCE IN
THE ASME STANDARD
centre points of each cross section
By default, the ASME Y14.5 standard applies
the envelope requirement, and the rule shown axis
in Figure 164 therefore applies. However, it is AME
necessary to pay particular attention, because
whenever the straightness tolerance is applied
to a derived median line, Rule #1 is no longer straightness tolerance
derived median line zone diameter 0,04
applicable, that is, the component does not have
a perfect form at the maximum material (and the
rule in Figure 165 is therefore valid). Fig. 170. The concept of derived median line for the case
of a shaft, obtained from a set of central points of the
Figure 170 shows, for the case of the shaft in
single perpendicular points of the axis of the smallest
Figure 165, the concept of derived median line,
restricted cylinder (Actual Mating Envelope): the derived
obtained from the set of central points of the
median line should fall within a cylinder centred on the
singular perpendicular sections of the axis of the
nominal axis of an envelope of perfect form.
smallest restricted cylinder: the derived median
line should fall within a cylinder centred on the
nominal axis of an envelope of perfect form.
The configuration indicated in Figure 167 is called
“virtual condition”, and it defines the fixed size of
the functional gauge that should be used for the
verification of a straightness error (Fig. 171).
Virtual condition
gauge
Virtual condition
In the ASME Y14.5:2018 the supplementary geometry in
gauge the annotated model avoids the use of the intersection
plane of the ISO standard
Virtual condition
Fig. 171. Whenever straightness is specified on an
gauge
LMS
the part produced with the MMC basis, functional gauging techniques may be used.
actual low limit size (LMC)
permits the straightness to be
increased to 0,24
Flatness
Flatness represents the condition of a surface which has all its points
belonging to the same plane: the flatness error is constituted by the deviation of
the real surface points from the plane.
A flatness tolerance specifies a three-dimensional zone, determined by
two parallel planes with a distance that is equal to the flatness control tolerance
value. One of the two planes of the tolerance zone is orientated by the highest
points of the surface, while the other plane is parallel to the first and offset by the
flatness tolerance value.
74
Technical product documentation using ISO GPS - ASME GD&T standards
B, resulting in only one pattern specification. The constraint between them (at 16 mm [24 mm between
tolerance zone pattern (combined zone) is composed the groups] apart in a horizontal direction and 12
of twenty-four cylindrical zones of diameter 0,6 mm mm [28 mm between the groups] apart in vertical
with orientation constraint (parallel between them direction and constrained from datum B and C to a
and perpendicular to datum A) and with location distance of 12 mm).
135
Designed with
Fig. 26
SOLIDWORKS Model Based definition includes other tools that can be used to dimension
tolerances to tolerance a part in compliance with ASME standards, such as:
Manual basic location dimension
Manual basic size dimension
Moveable datum targets
These tools can be found in the MBD
tab in the command manager.
170
Designed with
Fig. 5
Fig. 6
Fig. 8
172
INDEX
FOREWORD............................................................................................................................................................................................................. PAGE 3
1. INTRODUCTION.......................................................................................................................................................................................................... 4
2. C LASSIFICATION AND INDICATION OF GEOMETRIC TOLERANCES...................................................................... 9
3. D IMENSIONING WITH GEOMETRICAL TOLERANCES........................................................................................................ 18
4. THE GD&T LANGUAGE ACCORDING TO THE ISO AND ASME STANDARDS................................................. 22
The fundamental ISO 8015 standard....................................................................................................................................................................25
General geometrical tolerances.................................................................................................................................................................................29
The main differences between the ISO GPS and ASME GD&T standards...................................................................35
5. I NTERDEPENDENCE BETWEEN THE SIZE AND FORM....................................................................................................... 37
Maximum material condition........................................................................................................................................................................................37
Least material conditions...................................................................................................................................................................................................40
Virtual condition...........................................................................................................................................................................................................................40
6. DATUMS........................................................................................................................................................................................................................... 42
Indication of the datum features..............................................................................................................................................................................44
Terms and definition in ISO 5459..............................................................................................................................................................................45
Location of a workpiece in a datum reference frame .....................................................................................................................50
Selection of the datum features.................................................................................................................................................................................51
Types of datums............................................................................................................................................................................................................................54
Datum features referenced at MMR and LMR (Size datum) ......................................................................................................57
Customised datum reference frame......................................................................................................................................................................58
Examples of other modifiers used to indicate datums....................................................................................................................61
Datum targets.................................................................................................................................................................................................................................63
Contacting feature.....................................................................................................................................................................................................................67
7. FORM TOLERANCES............................................................................................................................................................................................. 70
Straightness tolerance...........................................................................................................................................................................................................70
Flatness...................................................................................................................................................................................................................................................74
Roundness...........................................................................................................................................................................................................................................78
Cylindricity..........................................................................................................................................................................................................................................79
8. ORIENTATION TOLERANCES....................................................................................................................................................................... 81
Parallelism............................................................................................................................................................................................................................................81
Perpendicularity...........................................................................................................................................................................................................................84
Angularity............................................................................................................................................................................................................................................87
9. LOCATION TOLERANCES................................................................................................................................................................................. 91
Position tolerances....................................................................................................................................................................................................................91
Position tolerance applied to median surfaces........................................................................................................................................95
Effects of Specifying the MMR Modifier........................................................................................................................................................ 107
Concentricity................................................................................................................................................................................................................................. 109
Symmetry......................................................................................................................................................................................................................................... 110
10. PROFILE TOLERANCES................................................................................................................................................................................116
ISO 5458:2018. Pattern and combined geometrical specification................................................................................. 123
11. RUN-OUT TOLERANCES.............................................................................................................................................................................124
Circular run-out........................................................................................................................................................................................................................ 125
Total run-out................................................................................................................................................................................................................................ 126
12. G EOMETRICAL PRODUCT SPECIFICATION FOR NON-RIGID PARTS............................................................130
ISO 5458:2018. Multi-level single indicator pattern specification......................................................................... 134
Tolerancing of a cone.......................................................................................................................................................................................................... 136
1. Introduction to SOLIDWORKS MBD.........................................................................................................................................138
2. The first step towards MBD: making a 3D model the master by leveraging
on modelling dimensions with annotation views..................................................................................................140
3. Using DimXpert for coordinate tolerancing..................................................................................................................147
4. 3D Views....................................................................................................................................................................................................................158
5. GD&T with DimXpert.................................................................................................................................................................................164
6. Preparing the model and reading manufacturing information............................................................171
7. Leveraging on PMI........................................................................................................................................................................................178
INDEX..................................................................................................................................................................................................................................... 182
ANALITIC INDEX
REFERENCES
(1) Georg Henzold, Geometrical Dimensioning and Tolerancing for Design, Manufacturing and Inspection: A
Handbook for Geometrical Product Specification using ISO and ASME standards, Butterworth-Heinemann, 2006.
(2) E. Chirone, S. Tornincasa, Disegno tecnico Industriale, vol. I e II, ed. Il capitello, 2018.
(3) The American Society of Mechanical Engineers, Dimensioning and Tolerancing ASME Y14.5 2009, 2009.
(4) Alex Krulikowski, Advanced Concepts of GD&T Textbook Based on ASME Y14.5M - 1994, Effective Training Inc, 1999.
(5) Bryan R. Fischer, The Journeyman’s Guide to Geometric Dimensioning and Tolerancing: GD&T for the New
Millennium, Advanced Dimensional Management Press, 2009.
(6) Alex Krulikowski, Fundamentals of GD&T Self-Study Workbook 2th ed., Effective Training Inc, 1997.
(7) Don Day, The GD&T Hierarchy (Y14.5 2009), Tec-Ease, Inc., 2009.
(8) Alex Krulikowski, Alex Krulikowski’s ISO Geometrical Tolerancing Guide, Effective Training Inc., 2010.
(9) Edward Morse, Tolerancing Standards: A Comparison, Quality Magazine, 2016.
(10) Gunter Effenberger, Geometrical Product Specifications (GPS) - Consequences on the Tolerancing of Features of
Size, TEQ Training & Consulting GmbH, 2013.
(11) International Standards Organization, ISO 8015:2011 Geometrical product specifications (GPS) - Fundamentals -
Concepts, principles and rules, International Standards Organization, 2011.
(12) International Standards Organization, ISO 1101:2017 - Geometrical product specifications (GPS) - Geometrical
tolerancing - Tolerances of form, orientation, location and run-out, International Standards Organization, 2017.
(13) International Standards Organization, ISO 5459:2011 Geometrical product specifications (GPS) - Geometrical
tolerancing - Datums and datum systems, International Standards Organization, 2011.
(14) Alex Krulikowski, ISO GPS Ultimate Pocket Guide, Effective Training Inc., 2015.
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