Surfaces
In theory, every physical feature on a part is a surface. Surfaces can be flat, cylindrical, round, conical – any conceivable shape. The controls in this half of the map are defined by Y14.5 to apply to surfaces, each control delineating a tolerance zone to control (i.e., contain) the points that comprise the surface.- more...
Some older GD&T books use the terms “feature” and “feature of size” in place of “surface” and “feature of size.” The map is a venn diagram of all features, with surfaces being represented in the top half and derived features in the bottom. It’s conceptually important to note that there is no physical axis, for example, on a part – there is only the cylindrical surface that gives rise to a theoretical axis, only the physical surface from which a CMM or inspector may derive, calculate, or find.
What is GD&T?
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GD&T (Geometric Dimensioning and Tolerancing) is a particular way of communicating dimensions and tolerances for size, location, orientation, and form. In North America, the current standard is ASME Y14.5-2009, which is very similar to ISO, DIN, JIS, and other standards used outside of the US.
Geometric: A way of thinking about and communicating dimensions and tolerances for a product.
Dimensioning: Calculating, recording, and communicating desired values for size, location, orientation, and form.
Tolerancing: Calculating, recording, and communicating acceptable ranges for size, location, orientation, and form.
What’s ASME Y14.5-2009?
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American Society of Mechanical Engineers publishes various engineering standards relating to dimensioning and tolerancing. The standard for defining a geometric approach has their rather cryptic index “Y14.5” (don’t ask why, just remember Y14.5) and was last updated in 2009.
Features of Size
Any surface or set of surfaces from which a plane, line, or point may be derived.
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Distinctions between different features of size can be made in several ways, including internal vs. external or round vs. square, but an important distinction is the difference between regular and irregular.
When applied to a surface, each orientation control applies to the entire surface, with one 3-D zone, like flatness (except, of course, it relates the zone to a datum which flatness doesn’t do). There are no orientation symbols that imply that only 2-D zones apply to any given cross-sectional line element, so the words "EACH ELEMENT" can be added to create a 2-D tolerance zone.
Example
When applied to a surface, each orientation control applies to the entire surface, creating a 3-D tolerance zone consisting of two parallel planes, which is the same size and shape tolerance zone as flatness. So, flatnessIf the words “Each Element” are used, then it’s only straightness.
is included by default when any orientation control is applied to any surface. The tangent plane only modifier modifies the tolerance so that it only applies to a plane that is tangent to the surface, in short, to a plane containing the three highest points of the surface.
Sometimes this is necessary to avoid rejecting a part that overall has the proper orientation but may not have good enough form.
Example
The tolerance zone for profile of a surface is a 3-D zone (a volume) extending along the entire shape of the controlled surface. It may or may not be related to a datum reference frame.
Examples
Drawing
Interpretation
Flowchart
A modifier for describing an unequally disposed profile tolerance. The default for profile tolerances is equal bilateral, unless otherwise specified. These two examples create the same unequal bilateral tolerance zone, one using the symbol, one using phantom lines.
Examples
Format
Example Using Symbol
Example Using Phantom Lines
A circle at the knee of a leader line indicates that the profile tolerance applies all around the true profile of the designated features of the part in the view where it is specified.
Examples
Drawing
Interpretation
A double circle at the knee of a leader line indicates that the profile tolerance applies all over the 3-D true profile of the designated part. (An alternate method is to place the words “ALL OVER” below the feature control frame.)
Examples
Drawing
Interpretation
Runout
Runout tolerances control surfaces constructed around a datum axis or at right angles to a datum axis. They control location, orientation, and form, and imply an inspection method using an indicator.
For “nonrigid” parts, typically a part that experiences elastic deformation under its own weight, such as large sheet metal parts, there can be confusion about the conditions under which drawing requirements apply to the part. For example, does a profile tolerance apply to a sheet metal part after the part is restrained, or does it apply to the part in its free state?
The default condition is that unless otherwise specified, all drawing requirements apply when the part is in its free state. (See paragraph 5.5 of Y14.5.)
Quite often, parts are restrained using a general note that reads something like, “All requirements apply to the part in the restrained state.” The drawing then goes on to list how the part is to be restrained.
In the case of a drawing with a general restraint note, a part may still need to meet some requirement in the free state, perhaps to ensure that the part is reasonably close to meeting the requirement in the free state and to avoid inducing residual stresses into a part during the restraining process.
In such cases, the free-state modifier may be placed in the feature control frame after the tolerance and any other modifers.
Example
Note: The flatness control must be checked prior to restraining the part and checking the other requirements.
Virtual Condition
Defined as a constant boundary generated by the collective effects of the “worst case” size and geometric tolerance for a considered feature of size. For example, the inner boundary created by the smallest sized hole and the maximum location tolerance.
Square
"Square" is a term referring to features of size consisting of two parallel opposed planes, including keys, keyways, slots, tabs, and widths. Like square pizzas, a “square” feature of size is usually rectangular.
Round
"Round" is a term referring to features of size consisting of a single cylindrical (or spherical) surface, including holes, dowels, shafts, etc. Diametral and diametrical are terms sometimes used to describe round features of size. The diameter symbol precedes all diametral values.
Internal/External
Internal and external are terms used to indicate female and male, respectively. Used to denote the relative positioning of two parts or features of parts that assemble. Holes and IDs (internal diameters) are internal, while shafts and ODs (outer diameters) are external.
Position
Position is one of the most useful geometric control symbols, and may be applied to internal, external, round, square, spherical, or bounded feature of size. Position may also use the MMC or LMC modifiers or the projected tolerance zone modifier.
When using position, the location of the controlled feature to any referenced datums must be defined using stated or implied basic dimensionsBasic dimension: A theoretically exact dimension (indicated by a rectangular box around the dimension) used to dimension a true position, true profile, true angle, or gage/fixture dimension. Title block tolerances do not apply to basic dimensions. . Any right-angle (90°) relationship (for angles), or centered relationship (for coaxial diameters or coplanar center planes) are implied as basic for purposes of locating features.
Example
In this example, the basic dimensions define the theoretically exact location of the pattern of four holes. The axis of each of the four holes must lay within one of the four 0.4 mm cylinders. The center of each of the 0.4 mm tolerance zone cylinders is precisely located by the basic dimensions, and the tolerance zone allows each actual hole is to vary up to 0.2 mm away from the true position in any direction (radially).
The term true position refers to the location (32, 24, and 10 mm) of the tolerance zones; the symbol is most properly referred to as a position tolerance.
Flowchart
Whenever straightness or flatness are applied to a feature of size, Rule #1 no longer applies to that feature.
Rule #1Rule #1, sometimes called the envelope principle or Taylor principle, is a idea that says size tolerances automatically limit the shape (form) of the toleranced feature. It is essentially a formal description of the widely recognized GO/NO-GO gage concept for checking sizes.
Rule #1 officially states, “The form of an individual regular feature of size is controlled by its limits of size,” but can be simply stated in just a few words: “size controls form.”
Exceptions to Rule #1Rule #1 does NOT automatically apply to flexible parts, like rubber hoses and the like.
Also, it does NOT automatically apply to stock sizes, which are typically governed by industry or manufacturers standard tolerances.
The independency symbol (circled I) can exempt a feature from the form control implied by Rule #1. However, using the independency symbol without a supplementary form control (such as flatness or straightness) will leave the feature’s form uncontrolled. Rule #1 states that size controls form...
Rule #1: Example
The above part, when interpreted according to Y14.5, has a worst-case outer boundary of 13.0 mm. In addition to the fact that every 2-D cross sectional measurement must be between 12.4 and 13.0 mm, the part must also fit into a perfect boundary of 13.0 mm (a “GO” gage).
Note: ISO does not make this assumption with size dimensions, and requires a note (such as “Perfect form is required for features of size at MMC”) or a “Envelope” modifier (a circled E) after the size to establish the same boundary of form.
Rule #1 Overridden: Example
The above part, when interpreted according to Y14.5 or ISO, has a worst-case outer boundary of 13.1. In addition to the fact that every 2-D cross sectional measurement must be between 12.4 and 13.0, the axis must also be verified, regardless of its size. So if a part were made at 13.0 mm (size) and had an axial variation of 0.1 (straightness), the effective envelope the part would have is 13.1 mm.
Therefore, the size limit (12.4-13.0) is no longer controlling the form, and we say that “the straightness control overrides Rule #1.”
These modifiers are used with features of size. They either follow the specified geometric tolerance to indicate that the specified tolerance applies at a particular feature size, or they follow a datum reference to indicate a particular material boundary interpretation for simulating the datum.
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The ASME standard assumes that geometric tolerances apply to the full length (or depth) of the toleranced feature; the projected tolerance zone modifier clarifies that the tolerance zone applies a specified length outside of the toleranced feature.
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Concentricity and symmetry may correctly be applied to only round and square features of size, respectively.
When a geometric tolerance is applied to a feature of size without any size modifier (i.e., without an MMC or LMC in the feature control frame), it applies regardless of feature size (RFS) meaning that the geometric tolerance does not vary regardless of the size the feature happens to be; the geometric tolerance is constant and applies equally at all sizes, from LMC to MMC.
Every control symbol inside this dashed line – and only those inside – can have the MMC or LMC symbols applied to the geometric tolerance. Under no other circumstances is it “legal” per Y14.5 for a geometric control to have an MMC or LMC modifier follow the tolerance value.
Every control symbol inside this dashed line – and only those inside – can have the MMC or LMC symbols applied to the geometric tolerance. Under no other circumstances is it “legal” per Y14.5 for a geometric control to have an MMC or LMC modifier follow the tolerance value.
Every control symbol inside this dashed line – and only those inside – can have the MMC or LMC symbols applied to the geometric tolerance. Under no other circumstances is it “legal” per Y14.5 for a geometric control to have an MMC or LMC modifier follow the tolerance value.
When a tolerance applied to a feature of size has no MMC or LMC modifier, it is interpreted as applying to the feature regardless of the feature's size (RFS, Rule #2).
More...The idea is to better control symmetrical relationships, alignments, etc., and inspection typically requires variable measurements, NOT pass/fail or go/no-go. It is usually better to think of the tolerance zone, which is fixed, or static, than it is to focus on the outer or inner boundary created by the geometric tolerance, since the boundary (actual mating envelope) will vary with the part’s size.
There is no additional “bonus” tolerance available from the size variation, and if a datum feature of size is referenced without an MMB or LMB, then there is no datum shift and the datum is referenced RMB, regardless of material boundary (this is part of Rule #2).