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Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson Taylor Anderson UGS UGS June 15, 2001 June 15, 2001

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Page 1: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Surface Variation and Mating Surface Rotational Error in Assemblies

Taylor AndersonTaylor AndersonUGSUGS

June 15, 2001June 15, 2001

Page 2: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Introduction

Periodicity in surface variation

Characterization of surfaces

Quantifying assembly variation

Conclusions

outline

Page 3: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

introduction

Every product manufacturer in the world is chasing the product quality “Holy Grail”

Effective Product Lifecycle Management must include variation analysis and tolerance management

ADCATS and others are working to make this as painless as possible

Page 4: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

component variation

Size or location variation

Form or shape variation

Feature orientation variation

Surface roughness variation

Page 5: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

real-world surface variation

All real surfaces contain SOME variation.

Surface variation can cause assembly variation.

Surface variation can propagate through assemblies.

Page 6: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

assembly variation

Component size variation

Component feature location variation

Component form or shape variation

Page 7: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

accumulation of variation

Geometric variations propagate through an assembly as imperfect shapes and surfaces contact each other.

Page 8: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

propagation of variation

F

F

FK

K

K

F

F

XX

Y

Y

Assembly joints (contacts) have:

Kinematic degrees of freedom

Feature variation degrees of freedom

Feature variation propagates along kinematically constrained degrees of freedom

K

Page 9: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

research objectives

1. Characterize surface variation

2. Correlate rotational error magnitude due to surface variation

Page 10: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Many manufacturing processes are periodic

Milling, turning, machined molds, etc.

Many factors affect periodicity

Spindle speeds / feed rates

Vibration and/or deflection of: cutting tool

material being cut

fixturing assemblies

machine tool

periodicity in surface variation

Page 11: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Surface variation can be characterized as a sum of several sinusoids.

periodicity in surface variation

Surface Profile

Page 12: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

extracting periodic information

Sum of periodic variations appears in nature– Vibratory systems

– Optics

– Signal processing

– Acoustics

– others…

time

signal amplitude

sampling interval

signal processing

distance

surface variation amplitude

sample length

surface variation

Page 13: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

t

y y

Fourier analysis method

T

Fixed sampling interval

Fixed sampling rate

Store ( t , y ) pairs

– Time coordinate

– Amplitude coordinate

Time Variation Frequency Spectrum

Page 14: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

AutoSpectrum

Surface

Fourier analysis method

Page 15: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

C.L.1 C.L.2

/ C.L.

wavelength is not enough…

Page 16: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Scalable when rotation is less than 5 degrees. (small angle theorem)

C.L.1

C.L.2

<max rotation depends on / C.L.

C.L.1 C.L.2

dimensionlessparameter

Page 17: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

non-dimensionalizing rotation

Characteristic Length = C.L.Characteristic Length = C.L.

Tolerance ZoneTolerance Zone

Page 18: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

non-dimensionalizing rotation

Characteristic Length = C.L.Characteristic Length = C.L.

Tolerance ZoneTolerance Zone

= actual rotational error

Tolerance ZoneTolerance Zone

Page 19: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

ArcTanArcTan (( ))ZoneZone

C.L.C.L. ==

non-dimensionalizing rotation

Characteristic Length = C.L.Characteristic Length = C.L.

Tolerance ZoneTolerance Zone

= standardized rotational error

Page 20: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

non-dimensionalizing rotation

Characteristic Length = C.L.Characteristic Length = C.L.

Tolerance ZoneTolerance Zone

Tolerance ZoneTolerance Zone

is dimensionless

(standardized)

(actual)

Page 21: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Video microscope

Collect simulated surface data Collect real surface data

Known sinusoidal inputs Manufactured surfaces

Surface generation program

Analyze rotational error

Interpret results

research methodology

Simulation Application

Page 22: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

theoretical surface simulation

Inputs

Assembly Simulation

Random sinusoidal inputs for:Form variation (wavelength, amplitude, phase)Waviness variation (wavelength, amplitude, phase)Roughness variation (wavelength, amplitude, phase)

Simulated Surfaces 200 data points per sample

4000 samples per Monte Carlo simulation

Page 23: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

manufactured surface analysis

Raw Data

Digital Enhancement

Assembly Simulation

Page 24: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Wavelength / Characteristic Length

Max

Rot

atio

n M

agni

tude

/ B

eta

0.5 1.0 10.0

/ / C.L.C.L.

max rotational error vs. / C.L.

Page 25: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

0.5 1.0 10.0

longer wavelengths

max rotational error vs. / C.L.

Wavelength / Characteristic Length

Max

Rot

atio

n M

agni

tude

/ B

eta

0.25

0.50

0.66

0.80

1.00

1.20

3.00

5.00

Page 26: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Zone #1: / C.L. < 0.5Zone #2: / C.L. > 0.5 and / C.L. > 1.0 Zone #3: / C.L. > 1.0

0.5 1.0 10.0

max rotational error vs. / C.L.

Wavelength / Characteristic Length

Max

Rot

atio

n M

agni

tude

/ B

eta

Page 27: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

phase distribution assumption

Probability that a given C.L. will encounter a given phase is uniformly distributed.

Goal is statistical understanding of the distribution of rotational errors for various values of /C.L.

C.L.

C.L.

C.L.

C.L.

Page 28: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Wavelength / Characteristic Length

Max

Rot

atio

n M

agni

tude

/ B

eta

0.5 1.0 10.0

max rotational error vs. / C.L.

Page 29: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

Page 30: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

≤ 0.50

Page 31: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

0.50

Page 32: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

0.66

Page 33: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 0.66

0% 100%Phase

Amplitude

Fre

qu

ency

0

66%=0

66% in spike

4

3

2

1

1

2

3

4

+0.72

+0.72

Am

pli

tud

e

Page 34: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

0.80

Page 35: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 0.80

0% 100%Phase

Amplitude

Fre

qu

ency

0 4

2

1

2

3

Am

pli

tud

e

4

3

125%=0

25% in spike

+1.70

+1.70

Page 36: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

1.00

Page 37: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 1.00

0% 100%Phase

Amplitude

Fre

qu

ency

0 4

1

2

3

Am

pli

tud

e

+2.35

2

4

3

1

+2.35

Page 38: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

1.20

Page 39: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 1.20

0% 100%

Amplitude

Fre

qu

ency

0 4

1

2

3

Am

pli

tud

e

+2.32

2

4

3

1

Phase

Page 40: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

3.00

Page 41: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 3.00

0% 100%

Amplitude

Fre

qu

ency

0 4

1

2

3

Am

pli

tud

e

+1.05

2

4

3

1

Phase

Page 42: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Max

Rot

atio

n M

agni

tude

/ B

eta

Phase

rotational error vs. / C.L. vs. phase

Wavelength / Characteristic Length

0.5 1.0 10.0

5.00

Page 43: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

distribution for / C.L. = 5.00

0% 100%

Amplitude

Fre

qu

ency

0 4

1

2

3

Am

pli

tud

e

+0.63

2

4

3

1

Phase

Page 44: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

rotational error distributions

Distributions different at every / C.L.

Distributions are highly non-normal

Logical, gradual change in shape

/ C.L. < 0.5 / C.L. = 0.66 / C.L. = 0.8 / C.L. = 1.0

/ C.L. = 1.2 / C.L. = 3.0 / C.L. = 5.0 / C.L. =

Page 45: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

/ C.L.

Max

/

0.5 1.0 10.0

conclusions

This graph describes an UPPER BOUND on rotational error at a given value of / C.L.

Given uniformly distributed phase, these distributions describe the STATISTICAL PROBABILITY of a given rotational error at a given value of / C.L.

0

1

3

Page 46: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

conclusions

Only SOME values of / C.L. are relevant to assemblies

/ C.L. greater than 0.5

/ C.L. less than 4.0 (higher for some applications)

Translates to geometric form variations

Roughness and waviness may be neglected

Page 47: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

conclusions

Characterization using a sum of sinusoids is sufficient

Most easily sampled frequencies are most important

Very high and very low frequencies are actually least relevant

Non-dimensionalized graphs are scalable

May be used for any size geometry

Form variation will dominate rotational error

Variation amplitude and rotation magnitude are linearly correlated within realm of small angle theorem

Page 48: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

contributions

Rigorous mathematical relationships between periodic surface variation and rotational errors in assemblies

Surface variation simulation model

Application of Fourier transform to surface periodicity extraction

Three regions of rotational behavior

Non-dimensionalized rotation graphs

Monte Carlo simulation of distributions

Small angle theorem applicability

Page 49: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

recommendations

Model new distributions for use in CATS

Fine-tune the frequency spectra extraction

Characterize manufacturing processes

Specify geometric tolerances based on selection of a characterized manufacturing process

Page 50: Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001

Thank You !