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Surface Variation and Mating Surface Rotational Error in Assemblies. Taylor Anderson UGS June 15, 2001. outline. Introduction Periodicity in surface variation Characterization of surfaces Quantifying assembly variation Conclusions. introduction.
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Surface Variation and Mating Surface Rotational Error in Assemblies Taylor Anderson UGS June 15, 2001
outline • Introduction • Periodicity in surface variation • Characterization of surfaces • Quantifying assembly variation • Conclusions
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
component variation • Size or location variation • Form or shape variation • Feature orientation variation • Surface roughness variation
real-world surface variation • All real surfaces contain SOME variation. • Surface variation can cause assembly variation. • Surface variation can propagate through assemblies.
assembly variation • Component size variation • Component feature location variation • Component form or shape variation
accumulation of variation Geometric variations propagate through an assembly as imperfect shapes and surfaces contact each other.
propagation of variation • Assembly joints (contacts) have: • Kinematic degrees of freedom • Feature variation degrees of freedom • Feature variation propagates along kinematically constrained degrees of freedom F F K F Y K Y K X X F K F
research objectives 1. Characterize surface variation 2. Correlate rotational error magnitude due to surface variation
periodicity in surface variation • 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 Surface variation can be characterized as a sum of several sinusoids. Surface Profile
extracting periodic information signal amplitude surface variation amplitude surface variation time distance sampling interval sample length • Sum of periodic variations appears in nature • Vibratory systems • Optics • Signal processing • Acoustics • others… signal processing
Fourier analysis method • Fixed sampling interval • Fixed sampling rate • Store ( t , y ) pairs • Time coordinate • Amplitude coordinate Time Variation Frequency Spectrum y y t n T
Fourier analysis method AutoSpectrum Surface
wavelength is not enough… C.L.2 C.L.1 l l / C.L.
max rotation depends on l / C.L. < l l C.L.2 C.L.1 C.L.2 C.L.1 l dimensionlessparameter Scalable when rotation is less than 5 degrees. (small angle theorem)
non-dimensionalizing rotation Characteristic Length = C.L. Tolerance Zone
non-dimensionalizing rotation Characteristic Length = C.L. Tolerance Zone Tolerance Zone f = actual rotational error f f
non-dimensionalizing rotation Characteristic Length = C.L. Tolerance Zone () Zone = b ArcTan C.L. b = standardized rotational error b
non-dimensionalizing rotation Characteristic Length = C.L. Tolerance Zone Tolerance Zone f b is dimensionless b (standardized) f (actual)
research methodology Simulation Application Known sinusoidal inputs Manufactured surfaces Surface generation program Video microscope Collect simulated surface data Collect real surface data Analyze rotational error Interpret results
theoretical surface simulation • Random sinusoidal inputs for: • Form variation (wavelength, amplitude, phase) • Waviness variation (wavelength, amplitude, phase) • Roughness variation (wavelength, amplitude, phase) Inputs Simulated Surfaces 200 data points per sample 4000 samples per Monte Carlo simulation Assembly Simulation
manufactured surface analysis Raw Data Digital Enhancement Assembly Simulation
max rotational error vs. l / C.L. f b Max Rotation Magnitude / Beta l / C.L. 0.5 1.0 10.0 Wavelength / Characteristic Length
max rotational error vs. l / C.L. 0.80 1.00 1.20 3.00 0.66 5.00 0.50 0.25 longer wavelengths Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length
max rotational error vs. l / C.L. Zone #1: l / C.L. < 0.5 Zone #2: l / C.L. > 0.5 and l / C.L. > 1.0 Zone #3: l / C.L. > 1.0 Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length
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 l/C.L. C.L. C.L. C.L. C.L.
max rotational error vs. l / C.L. Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length ≤ 0.50
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 0.50
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 0.66
distribution for l / C.L. = 0.66 66%=0 66% in spike +0.72 +0.72 2 1 3 Amplitude 1 4 0% Phase 100% 2 3 Frequency 0 Amplitude 4
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 0.80
distribution for l / C.L. = 0.80 25%=0 +1.70 +1.70 25% in spike 2 1 Amplitude 1 4 3 0% Phase 100% 2 3 Frequency 0 Amplitude 4
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 1.00
distribution for l / C.L. = 1.00 +2.35 +2.35 3 1 2 Amplitude 1 4 0% 100% 2 Phase 3 Frequency 0 Amplitude 4
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 1.20
distribution for l / C.L. = 1.20 +2.32 3 1 2 Amplitude 1 4 0% Phase 100% 2 3 Frequency 0 Amplitude 4
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 3.00
distribution for l / C.L. = 3.00 +1.05 3 1 Amplitude 2 1 4 0% Phase 100% 2 3 Frequency 0 Amplitude 4
rotational error vs. l / C.L. vs. phase Phase Max Rotation Magnitude / Beta 0.5 1.0 10.0 Wavelength / Characteristic Length 5.00
distribution for l / C.L. = 5.00 +0.63 1 3 Amplitude 2 1 4 0% Phase 100% 2 3 Frequency 0 Amplitude 4
rotational error distributions • Distributions different at every l / C.L. • Distributions are highly non-normal • Logical, gradual change in shape l / C.L. < 0.5 l / C.L. = 0.66 l / C.L. = 0.8 l / C.L. = 1.0 l / C.L. = 1.2 l / C.L. = 3.0 l / C.L. = 5.0 l / C.L. =
conclusions • This graph describes an UPPER BOUND on rotational error at a given value of l / C.L. Max / l / C.L. 0.5 1.0 10.0 • Given uniformly distributed phase, these distributions describe the STATISTICAL PROBABILITY of a given rotational error at a given value of l / C.L. 0 3 1
conclusions • Only SOME values of l / C.L. are relevant to assemblies • l / C.L. greater than 0.5 • l / C.L. less than 4.0 (higher for some applications) • Translates to geometric form variations • Roughness and waviness may be neglected
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
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
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