Using Advanced GD&T Techniques | Design for Inspection, Part 4

Throughout this series on GD&T, we’ve explored the importance of communicating our design intent and building a better datum coordinate system that works with the inspector’s tools and techniques. Aaron Nelson, our expert presenter on GD&T, calls this approach “Design for Inspection” (DFI) because we’re using GD&T to drive successful inspection outcomes.

Now let’s take a look at some of Aaron’s most recommended advanced GD&T techniques. These insights are based on his 25+ years of experience using GD&T to develop tighter controls, cleaner drawings, quicker datum construction, and clearer communication.

Aaron Nelson AC Mechanical Engineer & Technical Lead

“I’ve found that I don’t need a lot of tools to be successful with GD&T, but there are several recommendations that I frequently find useful when designing complicated parts.

Some of these recommendations simply add clarity to a few common misconceptions; others are a handful of advanced techniques that are essential to understand and incorporate into our GD&T discipline so we can be efficient and clear about our design intent.

Taken together, I hope this series helps you understand how to use GD&T to greater effect, and ultimately helps to ensure your success in the manufacturing and inspection of parts.”

Advanced GD&T Techniques | Using Datum Surfaces to Add Coordinate Systems

For complex parts, we can create an orthogonal coordinate system based off of the datums by using basic dimensions.

A helpful illustration of this is found in Dimensioning and Tolerancing, ASME Y14.5-2009, on page 52, which shows how to build an XYZ coordinate system for a non-orthogonal part based off of datums ABC.

Once we define the XYZ coordinate system based on datums ABC, we can use this same methodology to create other views and transformations. For example, we might want to rotate a coordinate system to show the draft direction or some other consideration.

Advanced GD&T Techniques | Adding Local Coordinate Systems for Specific Part Features

3 Dimensions

With complex parts, there is often more than one component that interacts with the part. The designer can choose to create multiple coordinate systems based on datum surfaces that interact with each of the components.

By adding a local datums and coordinate system, we reduce the tolerance between features since only the features that interact with a component are related to a single coordinate system.

Local coordinates systems clarify our design intent for specific part features by:

> Conveying to the tooler (as well as future engineers) that a set of features are not strongly related to other features on the same part.

> Reducing tolerances between the features in that local region because the distances are shorter.

NOTE: In general, when working with plastic parts, the position tolerances increase as the distance between the features increases. By defining a local region, we can have much tighter tolerances if all our features are close together and they’re only measured to each other.

Local coordinate systems also help to reduce tolerances since the distance from the feature to its datum origin will be shorter.

Example: Local coordinates M & N for screw holes

Let’s take a look at an example of when to use a local coordinate system:

In this drawing, there are four screw holes near the center of the part that don’t interface with any of the other features.

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We can create a local coordinate system just for the four holes. And since the distance between the holes is less than the distance between the holes and datums A, B, and C, the tolerances can be less.

Also, in this case, the screw bosses and holes are defined by the draft direction, which is also conveniently the Datum A direction for this part.

For the local datums, we define M and N from two of the holes similar to how we established Datums B and C. Only two basic dimensions tie Datum M to the original coordinate system [ABC].

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This gives a little bit of control on the position of this local hole pattern, but the designer could choose to not include the two basic dimensions which would create a completely independent coordinate system. The location of the hole pattern would then be determined by notes or block tolerances.

It’s that easy – M and N are now used to create a local coordinate system [AMN]. The other two screw bosses, that are not datums, can be measured using the basic dimensions with respect to M and N.

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Advanced GD&T Techniques | Being Specific When Using Dimension Identification Numbers

Engineers often try to finish a drawing as quickly as possible and, in doing so, can overlook similar features and the number of inspections required. Let’s see an example of this below:

The designer might be tempted to put this on the drawing:

gd&t advanced

Correctly, there is a separate dimension number for the diameter and one for the position.

Incorrectly, there is only one dimension number for diameter and one for position when there are two holes.

Let’s improve the drawing by ensuring there are two dimension numbers for the diameter and two for the position:

advanced gd&t training

Tip: If there are high multiples of the repeated feature, save space by using a range for dimension numbers.

But wait; what happens if dim 102 is out of spec? Which hole is it? Is it the left one or the right one? It’s clear that we need one more improvement.

One solution might be to repeat the diameter and position callouts on the right hole, but that creates a chance of typing in the wrong positional tolerance or making it more time-consuming if the tolerance needs to change. Consider if there were 100 holes!

Example: Here’s a fast way to be precise while minimizing repeated dimensions.

The following example enables us to be precise with a minimum of repeated dimensions – it also happens to be the fastest to implement:

advanced gd&t techniques
Using this convention makes it clear which dimension identification numbers are related to which features and it doesn’t repeat dimensions and tolerances.

Advanced GD&T Techniques | Using a Note to Reference 3D CAD for Basic Dimensions

The most commonly used GD&T callouts are profile and position. Sometimes we use flatness to control orientation and form; less often we call out perpendicularity.

In general, for profile and position, we want to measure the features with respect to our coordinate system. From our example using Datums AMN, our basic dimensions come from the original coordinate system [ABC].

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What about complex features, like these detents? How do we control them using a local coordinate system?

advanced gd&t techniques

We need to control these peaks and valleys using a local coordinate system since the features are generally not related to other features in the part. The profile of those surfaces is important because the surfaces need to be in the right position for the detent to function properly.

In this drawing, we use a basic dimension, a 9mm radius, that defines a cutting plane to create Section M-M.

advanced gd&t techniques

The tolerance reference frame says to control the profile within 0.2mm tolerance zone using this local coordinate system from points G to H.

advanced gd&t techniques

For these detents, how many line elements are there from G to H? Each line element would need multiple dimensions to locate it properly with respect to the local coordinate system [GHC]. There are eleven line elements between G and H, which means we need dozens of dimensions to control the position of all these features. That’s a lot. But there’s a way around all of this.

Because all CMMs can import CAD geometry, we simply drop in a note on the first page: “USE 3D CAD GEOMETRY FOR BASIC DIMENSIONS.”

From the note, the inspector can simply pull the dimensions from the CAD file – the designer does not need to dimension all these line elements which keeps the drawing uncluttered.

advanced gd&t techniques

Additionally, by using the convention “G<—->H”, the inspector will report the profile as if it was a single feature.

If that’s not clear, the continuous feature symbol could be used. The value reported would be the maximum deviation of any of the eleven line elements.

Advanced GD&T Techniques | Understanding Profile of a Surface

The most used GD&T symbol is Profile of a surface, but it is often confused with Profile of a line which is the same symbol without the line on the bottom.

Profile of a surface (left); Profile of a line (right)

In reality, we rarely need to use Profile of a line, so let’s focus on the best way to handle Profile of a surface.

In this example, we don’t want to measure the whole surface, because it would require the CMM to go in and out of the page multiple times and build up a point cloud of this surface.

Instead, let’s trust our tooling and just say: “AT THIS SECTION ONLY”.

advanced gd&t techniques

This note and basic radius dimension make it clear to the inspector what is required.

In this drawing, R9 indicates to the inspector where they should measure the profile of the surface.

advanced gd&t techniques

Because it’s not practical to get more than one hit on this rib, measuring one cross-section is good enough to confirm it’s within the tolerance specification.

Tip: Clarify the profile at a specific position to avoid the default of taking multiple points. 

When we know a feature is small and the inspector is going to use a CMM, we can anticipate there’s very little room to take multiple points. Using this approach, we are considerate of the inspector by ensuring the profile is measured at the position called out in the drawing, which helps create a successful inspection.

Advanced GD&T Techniques | Anticipating Profile Reporting Methods

The Profile symbol is one of the most commonly used in GD&T. In reality, however, it’s not always clear how profile is measured and reported.

There are two ways to report profile:
> ISO method
> ASME method

For example, in the US, nearly all drawings include a note that states: “This drawing is controlled by ASME 14.5-YYYY.”

Image Credit: | Profile of a Surface

What is frequently misunderstood is that most CMM software, for Southeast Asian suppliers, defaults to ISO reporting of profile. So, even though we may have called out ASME on the drawing, 9 times out of 10, they report profile using the ISO method.

What are the differences, and how is profile measured and reported using both methods?

ISO GD&T Profile Reporting

The ISO profile reporting method says to take the absolute value of the maximum deviation and multiply by two.

The result is a mathematical range, but not a maximum deviation, or even a physical range. However, maximum deviation is usually what we want as designers.

ASME GD&T Profile Reporting

The ASME profile reporting method says to take the absolute value of the maximum negative deviation and add it to the maximum positive deviation.

We get the true range of deviation of that feature, but we don’t have the actual deviations, so we don’t know how close the feature is to being out of specification.

NOTE: Negative deviations are into the part and positive deviations are away from the part.

Ideally, we want two numbers reported: maximum negative and maximum positive deviation. Actually, for both ISO and ASME methods, that’s really the information we want, though that’s never the information we get.

TIP: To get the best of both worlds, you can ask the inspector to report surface deviations in addition to the standard profile results. This also allows you to see which of the two methods they’re using.

The key takeaway is that we need to remember that most vendors are reporting profile using the ISO method, which is the maximum deviation multiplied by two.

Advanced GD&T Techniques | Using Bootstrap Metrology Coordinates to Measure Organic Parts

Many parts fall into the category of “organic” shapes, meaning they don’t have many, or any, planar features on which to create a coordinate system. Considering the role that Industrial Design plays in the design of modern consumer electronics, we often have products that are often very organic and sweeping. It can mean that for the mechanical design we don’t have a lot of planar features available to build datums on.

For organic shaped parts, we may need to resort to using non-planar surfaces for datums. But there will be some issues to anticipate, because the position of where we measure a non-planar surface is important. As we reviewed earlier, any deviation in position will change the Z position.

When using non-planar surfaces, we can use a method of datum creation called “bootstrap” – or iterative.

What is the bootstrap coordinate system creation method?

Bootstrap is an iterative inspection method best suited for parts held in a fixture, but not necessarily restrained. The inspection involves creating an initial coordinate system with the fixture and also imported into the CMM. Then, the non-planar surfaces are used to construct a second coordinate system and the distance between those two origins is measured.

> If the distance is small enough (within ~10% of the tightest tolerance), then the iterations can stop.
> If the distance is greater, then the datum coordinate system is created again until it meets the 10% criteria.

Example: Using the bootstrap method to measure an egg

To illustrate the challenge, let’s consider how to create a datum coordinate system to define the measurement of an egg.

Bootstrap Setup & Fixture Configuration

> Imagine an egg and a fixture.

> The fixture is holding the egg in the correct orientation.

> On the fixture, the initial datum coordinate system is defined by physical features which are part of the fixture (it could be three surfaces or a cube; there are lots of ways to do it).

> The drawing and 3D CAD of the egg has six points (three for datum A, two for datum B, and one for datum C) defined by XYZ coordinates that reference the datum coordinate system defined by the fixture.

Bootstrap Method Inspection Process

> The operator uses the CMM to measure the physical feature of the fixture to construct the first datum coordinate system.

> The operator then references the drawing of the egg for the location of the six points.

> Using the fixture coordinate system, the operator inputs the locations of the six points and instructs the CMM to take measurements at those locations. The CMM will report different values than the positions of the six points from the drawings because the part and fixture are not perfect.

> These six new points create a second datum coordinate system origin which is used to compare to the initial coordinate system.

> If the difference in origin positions is smaller than some criteria, then the method is complete. Otherwise, the process repeats to create a new coordinate system using the previous coordinate system.

When a Datum Coordinate System Isn’t Required

When a datum coordinate system isn’t required for an organic shape, use Profile all over, which says to take a cloud of points on the surface, compare it to CAD, and output the deviation.

Note: There are no datums in the reference frame, thus no need for a coordinate system.

For example, when we’re defining an organic silicone part, it would be excessive to create a datum coordinate system and it wouldn’t be accurate since the CMM probe force would deform the part and cause incorrect measurements. If we just need to confirm the shape and size, then we can specify Profile all over.

Then there is a hybrid method that uses all over to create an unspecified coordinate system, but that’s a topic for another blog.

Using Words When Symbols Fall Short

As we come to the end of this series on GD&T, there is one insight that can save hours of frustration and wasted time. It’s not always possible to convey everything we need to say using GD&T symbols. This means, in some cases, we simply have to use words instead.

To understand why this is important, let’s return to one of the first guidelines we explored in Part 1 of this series: GD&T is a language. So, let’s give ourselves permission to simply switch to a different language.

Remember our overarching goal using GD&T is to be understood. Clarity might mean we combine our specifications and GD&T symbols with some written instructions.

We don’t have to stick to a rigid approach using only symbols because, frankly, there are times we simply need to write it out to be clear and understood.

Remember, GD&T is a language – the goal is to be understood.

Write instructions and avoid the clutter.

Here are a few ways we can write inspection instructions without cluttering up a drawing:

> For short statements, add the note directly to the dimension or tolerance.

> For long instructions, add a flag note to the drawing.

> For highly complex parts, we may need to write a whole document on how we expect the part to be measured and reported. This may also be included in an MSOP (Measurement System Operating Procedure).

Keep in mind, if we struggle to say something, we should expect the reader will also struggle to understand us.

The key takeaway here is that sometimes we need to make it easier on ourselves and the inspector by creating a drawing note and explaining, in words, what is to be measured.

How can we help you succeed?

We hope you’ve enjoyed this series on GD&T. AC’s goal through Lunch & Learn presentations is to strengthen our culture and enable seasoned engineers, like Aaron, to mentor less experienced engineers. Working together, we ensure the success of our clients, their part designs, and manufacturing outcomes.

How can we help ensure the success of your part designs and inspections?

Let’s talk.



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