The GD&T Blog

If you’ve been keeping track of the new GD&T standard, then you’re probably aware of most of the bigger changes. (Yes, I know that 2009 doesn’t sound “new,” but most people still call it the new standard since it takes a while for companies to switch to a new dimensioning standard.)

The new item I want to show you is pretty easy.  It is called the “all over” symbol, and it is very similar to “all around,” which may be familiar to you.  Both of these symbols will be found with feature control frames that use profile of a line or profile of a surface.   Here’s an example of the “all around” symbol, which has been in use for many years:

The “all around” symbol is the small circle on the elbow of the leader line for the GD&T feature control frame.  This means that there is a profile zone imposed around the entire perimeter of the part, but only in the left-hand view. It doesn’t cover the two large faces of the part (this is why the 30 mm dimension still has a ± tolerance on it).  Here is the same “all around” profile zone shown in yellow:

OK, but now let’s look at the new one, which is called “all over”:

Notice that there are two circles around the elbow of the leader line — this is a new addition in the 2009 standard (to get the same effect previously, we could have used a text note “ALL OVER”).   This means that the profile tolerance extends everywhere!  Notice that the depth dimension of 30 must now be a basic dimension.  Here is this new tolerance shown in yellow:

So as I said, it’s not a difficult concept. But be careful — all over literally means all over!  If there were any holes in this block, the profile tolerance would also cover the walls of the hole (which means the diameter of the hole would have to be given as a basic dimension).  So use this new one with caution.

I hope everyone has had a great summer.   Here’s a topic that will be helpful even to seasoned experts in GD&T, and it kind of follows the previous blog entry…

Often, when discussing the finer points of GD&T with others, we end up going to the official standard (or standards) that pertain to dimensioning and tolerancing in order to seek guidance.  But if you’ve been in the real world, you know that a technical document can’t capture every possible scenario.

So we naturally look for the example or description in the standard that is closest to our real-world situation.  However, we have to make a decision whether we can make the leap of logic to say that a proposed design is still within the “spirit” of the standard.  This can sometimes be a sticky point!

An aside:  The two major standards when it comes to GD&T are ASME Y14.5 and also the ISO series of standards (ISO has an umbrella of several standards that embrace GD&T, not just one book).   The predominant standard in North America — and the one I’m most familiar with — is ASME.  In some ways the two standards have different philosophies about the depth of coverage:  in some areas ASME tries to nail down every option, and in other areas ISO takes the harder line.

There are those who would say that we must make our designs conform to the exact letter of the law, and any practice which is not described in the standard (or an obvious modification of one given in the standard) is not to be used.  But others espouse more leeway and say that the concepts given in the standard can be extended to many other areas that might have been unforeseen by the standard writers.

I put myself into the latter camp.  The key is to look carefully at the wording of the standard: if the words “shall” or “must” are used, then the door is pretty much closed to bending that principle.  But if no prohibition is given — or better yet, if the verb used is “may” — then there are probably other ways to practice the given idea and still be in conformity to the standard.

One concept that can serve as an example is the “tangent plane” modifier.  When introduced in the 1994 ASME standard, this modifier was shown for use on the three orientation symbols (when applied to surfaces).  Eventually, someone was bound to ask whether the tangent plane idea could be used with profile of a surface.  The standard never said this cannot be done, and so my vote would be that it’s OK.  Others said, nope, it wasn’t in the standard, so tangent plane wasn’t to be used on profile of a surface.   In the 2009 standard, the notion of extending “tangent plane” to profile of a surface is now clearly allowed; although no specific example is given, they added a footnote saying that the concept of tangent plane is equally applicable to “other geometric characteristic symbols where the feature is related to a datum(s)” (see page 103 of the current edition of Y14.5).

Bottom line:  GD&T is a language.  And like any language, there are certain rules that must always be followed.  However, there are many ways to patch together different parts of that language and still say something clear.  We shouldn’t be too legalistic and limit ourselves to designs that are only identical to the examples given in the standard.  Obviously, this is where training and knowledge of the fundamentals of GD&T are necessary in order to know when the envelope is being pushed to far!

Sorry that it’s been a while since my last blog post!  That simply means that our training schedule has been busy.  Though a good portion of the U.S. economy is still sluggish, I have definitely seen an uptick in the number of requests for GD&T training.  So remember, if you have a group of 4 or more people that need the basics or a refresher in GD&T, don’t hesitate to drop us a line or call for a customized price quote for a group class.

Today I should begin by answering the question posed in the title of this blog entry:  No — there isn’t always one right way to tolerance something.  Recall that GD&T is a language, and like any language there may be more than one way of accomplishing something. People often criticize prints for “bad” or “misapplied” GD&T.  And there are certainly many examples of that.  But many times what people are calling “bad GD&T” is simply a different way of doing something! That being said, however, I’d like to present the most common GD&T mistakes which are definite no-nos.

Here are my “Top 5″ of the most common GD&T errors:

• Failure to show a diameter symbol in the feature control frame (if a cylindrical zone is desired)
• Having parallelism (or perpendicularity) on a surface, and then adding a flatness tolerance of the same amount or greater
• Using the position symbol on a single feature related to a perpendicular datum (use perpendicularity!)
• Using concentricity when position RFS would be adequate (assuming ASME standard is invoked)
• Showing the datum feature symbol on a center line (yes, a center line can be a datum, but the symbol MUST be tagged with a physical feature)

Of course there are others, but if any of these items shows up on your drawings, you should at least be comfortable in raising a question to the designer/engineer.   If you aren’t sure what I’m referring to in the items given above, or think that they are OK, then that would make for some good homework for you!  Think about why those things don’t make sense; use your GD&T reference books, or if you need further explanation, feel free to add a comment here and I’ll try to address it in a future blog entry.

This website and blog naturally focus on GD&T, but it’s a good time to discuss the importance of simple print-reading skills as a prerequisite to learning GD&T.  As I travel around teaching classes on GD&T, you’d be surprised how many people don’t fully understand some of the simple rules of drafting, view layouts, and notation on drawings.

First, note that there can be different terms for this skill; the title of this blog entry mentions “blueprint” reading, but nobody uses actual “blue” prints anymore.  (This name was given because at one time they really were blue, due to the chemical process used in producing these drawings; see here for more on the history of this.)    I suppose a more proper term today would be an “engineering drawing” but if you want to call them blueprints still, hey, go ahead.

If GD&T is to make sense, then the object being toleranced must certainly be understood first.  Most drawings use “orthographic” projection, which is simply a fancy name referring to the straight-on, flat view of a part from a particular angle.  Think of a cube: each of the six sides can be flattened out to display six orthographic views.  Depending on the part, there may be fewer or more than six orthographic views (in addition to other views such as section views).

Here is a simple example showing three orthographic views of the same part:

The trick is to look at a series of flat pictures and be able to visualize a three-dimensional object from those views.  Some people are born with that gift of spatial viewing, others can get it with practice.   Plus, on many modern drawings a 3-D “isometric” view is given, which certainly helps to visualize the part.

(Note: the traditional orthographic views are usually laid out in a specific arrangement.  Here in North America, the standard arrangement is “third-angle projection,” which places the top view above the front view, and the right side view off to the right side of the page.  In Europe and many other countries, the predominant arrangement is “first-angle projection,” where the top view is placed below the front view and the right side view is placed to the left.  They are both acceptable, but simply different customs.  To be sure, always read the title block or notes to determine which system is being used!)

Here’s one reason why all this is all so important to GD&T:  Suppose a surface is labeled as datum A in a certain view.  When we look at another view we may see a feature control frame tolerancing another surface back to datum A.  But if we make a mistake in the visual interpretation, then we may end up applying the tolerance to the wrong face of the part!

 Even if you may feel embarrassed about not being proficient at print reading, don’t hesitate to ask for help or seek out some self-study training materials.  Happy new year to everyone…

Several months ago I wrote about the requirements for becoming certified as a “GD&T Professional.”   (View that blog entry here.)    This time, I would like to present some advanced questions.

There are two levels of certification for GD&T Professionals: Technologist and Senior. You do not need to be certified at the Technologist level in order to take the Senior level exam.  But you would need to be sure that you are very familiar with all the tricky nuances of GD&T!  (Plus, you must submit a letter of verification that you have been regularly involved with GD&T for at least five years.)

So the following are a few questions that might be representative of the more difficult stuff.  Answers are at the end, along with the appropriate paragraph number from the 1994 edition of Y14.5… 

Sample question #1:

The derived median plane of a feature can best be described as:

  a. a theoretically perfect plane through the center of a part’s actual mating envelope

b. a plane that coincides with the centerplane of the true geometric counterpart

c. an imperfect plane passing through center points of all line segments bounded by the feature

d. an imperfect plane representing the average height of a surface plate used to simulate a datum surface

Sample question #2:

Simulating equalized datums may be accomplished by using:

  a. pins

b. V-type knife edges

c. V-type planes

d. all of the above

Sample question #3:

For the drawing given above, the minimum permissible distance between the outside of the part and the edge of a hole is:

  a. 16.6

b. 16.65

c. 16.8

d. 16.95

Sample question #4:

The dimension line of an angle should be:

  a. an arc

b. normal to the extension line

c. parallel to the extension line

d. angled to the extension line

Sample question #5:

For the following print, a part of Ø9.17 would be _______ .

a. a good part

b. a bad part

c. good, only if statistical data is monitored

d. good only if a stack is calculated

Sample question #6:

In the following drawing, the .008, .005, and .002 tolerances control ________ respectively.

a. location & size; orientation; form

b. location & perpendicularity; location; form

c. location; orientation & size; form

d. location & orientation; perpendicularity; size & form

Here are the answers:  1=c (paragraph 1.3.15), 2=d (4.6.6), 3=b (4.5.3 and 5.4.1), 4=a (1.7.1.3), 5=c (2.16), 6=d (6.5.9.1)

More information about the official ASME test can be found at their website:

http://www.asme.org/Codes/CertifAccred/Personnel/Y145_Geometric_Dimensioning.cfm

In my opinion, one of the most underutilized tools in the GD&T toolbox is the tangent plane modifier. It was introduced in the 1994 ASME standard, yet some people still think of it as a new concept.  Shown in the example below, the tangent plane modifier (circled T) can save money by only controlling the high points of a surface, rather than every point:

To understand the drawing above, first realize what parallelism controls if no T modifier is given.  Regular parallelism requires that every point on the top of the part be within a tolerance zone of 0.2 mm. This means that regular parallelism inherently controls flatness to the same specification.

But there might be times when a designer does not need to control flatness. Perhaps another mating part will contact the top of our part, and we only care about the angle at which the mating part sits.  In that case, we don’t need the surface to be flat within 0.2, since our mating part will only feel the high points anyhow.

In that case, the tangent plane modifier makes sense.  It does not give us a “bonus tolerance” as the MMC modifier does with features of size, but it does have the advantage of being more forgiving of the surface’s form error.  The following is an illustration of the possible error that would be allowed by the tangent plane modifier:

Notice that portions of the surface can actually go below the tolerance boundary; this is because the tolerance is imposed only on the imaginary tangent plane — this can easily be inspected by placing a gage block or a flat plate on the top and then measuring the gage block’s parallelism.

Of course, there are times when this is not desired, such as when there are concerns about fluid leaking between this part and a mating part. And it should also be noted that the tangent plane modifier can be used not just on parallelism, but also on perpendicularity, angularity, and even profile of a surface.

This time around, I’d like to present another “pet peeve” of mine, at least in the world of GD&T.  It involves using the position symbol when the only quality being controlled is perpendicularity.

This is very common — it stems from some subconscious notion that if GD&T is going to be used on a hole, it’s got to be the “true position” symbol.  NO!

Consider the following example. There is a position tolerance applied to the large hole on the left, and the datum being referenced is A.

But let’s go to the standard and examine how the geometric control called “position” should be used: ASME Y14.5-2009 (and prior editions)  state that position’s main job is to control location — meaning that it involves a distance — and perpendicularity often comes along as part of that position control.

Since the large hole given above is already distanced from the edges by plus/minus dimensions, the geometric tolerancing has nothing to do with location. The only relationship that the large hole has with datum A is one of orientation. Therefore, an orientation symbol must be used:

Notice the perpendicularity symbol. This is the correct way to identify this hole, since the hole itself now becomes the datum feature for other features to locate back to.

That said, there are no GD&T police that will haul you to jail if you insist on using the position symbol. But recall that the purpose of geometric tolerancing is to use a standardized language to express the design requirements. So it’s best to stick with the proper terms and symbols if you want to minimize confusion when expressing your requirements!

One final footnote — there are times when a position tolerance may reference only one datum: If a pattern of features (two or more) are being positioned with one feature control frame, then a single datum plane is allowed (because there is the location between the two features that position controls).  And another example is that of coaxial features; we may have one diameter positioned to another diameter, and this “coaxiality” is indeed a location control.

Occasionally users of GD&T suggest that everything be simplified by just boiling all 14 symbols down to just two or three.  (What, you didn’t know there were 14 symbols? Click here for a handy chart!)

There is some logic to what these people are saying — namely, that many GD&T symbols overlap others, and position and profile can be used in such a way as to cover the others.  But as you might guess, there are pros and cons to this.

• First, realize that position always controls two qualities: location and orientation. Location is obvious, but don’t forget orientation — because position extends all the way through the depth of a feature, it will control any tilt or angling of that feature.

• Profile of a surface, if used with datum references and basic dimensions tying it back to those datums, can control all four required qualities: location, orientation, size, and form (shape). Since it covers ALL of these, it can be argued that the other GD&T symbols could be ignored and simply use this one symbol (well, two if you count profile of a line).

But there are two problems with this minimalist philosophy: For one thing, it may sometimes be necessary to really only control a particular aspect, such as parallelism. You wouldn’t want to use position, since we don’t care so much about location. And you wouldn’t use profile, because form control is not needed!

Second, though the minimalist philosophy seeks to simplify drawings, it can actually make it harder for people to decipher what you are trying to say. I mean, come on — if you want something to be perpendicular, what’s so hard about understanding the perpendicularity symbol? Profile might do the same thing, but recall that profile can be applied to any angle, so it doesn’t immediately mean 90º to the reader (although the drawing makes a corner look like 90º, what if it’s an 89º corner and you didn’t look too carefully for an angular dimension?).

So the bottom line is: While it is possible — and often desirable — to use position and profile to control multiple qualities of a feature, we shouldn’t ignore the other symbols, which have a definite role to play in the GD&T world.

Another new feature that was introduced in the 2009 standard (ASME Y14.5-2009) is the option of creating a “non-uniform” tolerance zone for either of the two profile symbols.

Recall that the profile symbols normally specify a uniform boundary or bandwidth that is centered around the “true” or perfect profile. This true profile is first established by basic dimensions on the drawing or by referencing the CAD model, which is the perfect design.  Here’s a traditional profile callout:

where the tolerance zone looks like:       

Notice that the 2 mm zone follows the exact contour of the intended design — this is how profile tolerances have always been understood, and will continue to be understood if no other indication is made.  But the latest version of the Y14.5 standard allows a non-uniform zone, where the feature control frame simply says “non-uniform,” but it is then required that the zone be described in detail on the drawing or by referencing a note or other detailed information. An example:

Notice that each side of the tolerance zone has a different radius; the surface of the actual manufactured part can now deviate anywhere within these two curved planes. There may be various reasons why the designer wishes to do this.

I should also mention that the “non-uniform” profile usage may have a tolerance zone of any shape — it doesn’t have to always be a radial type as given here.  Of course, if you have your new copy of Y14.5, you may read more about this in paragraph 8.3.2.

On an unrelated note, I can share with you that our training schedule is getting quite busy for the first half of 2010!  Despite the recent economic woes, it seems that many managers are aware of the value in having all their engineers trained in the new standard. So if you haven’t already, please contact us to obtain a detailed proposal to have our seminar offered at your company.

I wrote about this a long time ago, but it’s worth mentioning again as the new year approaches (for people who still do New Year’s resolutions!).  Regular GD&T users should be aware of the certification process for GD&T Professionals.

The American Society of Mechanical Engineers (ASME) has established a credential for GD&T proficiency, called GDTP, which stands for ‘Geometric Dimensioning and Tolerancing Professional.’

It is a testing process that measures your ability to interpret and apply tolerances correctly. It is not a license to practice GD&T (no one can legislate that) but it is something that looks nice on your resume!

There are actually two certification levels: the Technologist Level, which measures your ability to read GD&T; and the Senior Level, which tests not only interpretation, but also the application of GD&T to a design. One does not necessarily need to become a Technologist first; some people go right for the Senior Level, although they are required to document at least five years of experience in GD&T (and they have a more difficult test!).

If you decide to pursue either level, be aware that the questions on the test come from all sections of the 1994 Y14.5 standard. (Despite the new 2009 edition, as of now the testing is on the 1994 standard.) Each chapter has a “weight” that determines the number of questions from the chapter that appear on the test. This means that there is more than just GD&T; you need to be familiar with the nuances of traditional tolerancing as well as the many definitions contained in that standard. Some questions representative of the Technologist Level:

Sample question #1:

A dimension ‘not to scale’ is symbolized by:

   a. placing the number in parentheses

b. placing a line under the number

c. including NTS after the number

d. italicizing the number

Sample question #2:

If a datum feature of size is applied RFS, a datum displacement is:

a. not allowed

b. allowed at MMC

c. allowed at LMC

d. allowed at the resultant condition

Sample question #3: 

When applied to planar surfaces, angularity, parallelism, and perpendicularity also control:

a. size

b. location

c. form

d. Rule #1

Sample question #4: 

Which of the following datum feature symbols is incorrect?

The GDTP process is not for everybody, but if it’s something that might interest you, contact us for some guidance or you may visit ASME’s website for more detail:

http://www.asme.org/Codes/CertifAccred/Personnel/Y145_Geometric_Dimensioning.cfm

FYI — the answers are: b, a, c, and “Q,” respectively. If you got all those, send a comment and I’ll post some questions from the Senior-level test next time!