Tolerance & Interchangeability

Tolerance, Need for tolerancing, Functional dimensions, Tolerance allocation, Interchangeability, Universal or full interchangeability, Advantages of interchangeable manufacture, Selective assembly

Tolerance:

              The permissible variation of a size is called tolerance. It is the difference between the maximum and minimum permissible limits [sizes] of the given dimension. This is called tolerance zone. The tolerance permitted on a given size does not affect the functioning of the part when assembled and put to use. The variation may be allowed on one side or both sides of the basic size. When the variation is permitted on both sides of the basic size, it need not be equally distributed. If the variation is provided on one side of the basic size, it is termed as unilateral tolerance. Similarly, if the variation is provided on both sides of the basic size, it is known as bilateral tolerance as shown.
Tolerance
              It may be noted that in bilateral system of limits, same fit cannot be maintained between the mating parts, whereas, the type of fit is not changed in the case of unilateral tolerance system, when the dimensions are permitted to vary. Unilateral system of tolerancing has an advantage over the other system example in limit gauging Go gauges have the same lower limit [for hole] and same upper limit [for shafts] for different grades of tolerance. If the tolerances are fixed very close to the basic size i.e., reducing the tolerance zone, the cost of production goes up due to manufacture of components with closer tolerances, as shown as Fig., due to selection of precision machines, highly skilled operators and close supervision and control.

Need for Tolerancing:

              An assembly of components will only function if its constituent parts fit together in a predictable manner. As it is not possible to manufacture to an exact size, the designer has to decide how close to the ideal size is satisfactory.
Cost implications of tolerances:
              There are considerable benefits available from being able to manufacture to close tolerances, but there is also cost involved. The three main characteristics affecting cost of achieving a given tolerance are:
1.Tolerence size:
              The smaller the tolerance, the greater the cost to achieve that tolerance on a given component. The tolerance may affect the type of tolerance form, example a sand casting cannot be held to the same dimensional accuracy as investment casting. The required tolerance is likely to influence the choice of machine to manufacture the component. Thus the effect of tighter tolerance is higher cost, likely to require more manufacturing operations, more intensive inspection and probably higher level of scrap.
2.Component size:
              Large components are more difficult to handle and require bigger, more expensive machines to produce them. Any scrap produced is also likely to be of higher value.
3.Detail of the feature:
              Some features are easier to achieve the given tolerances than others. Example : External circular features can be easily produced to the required tolerance levels than internal circular features.

Functional Dimensions:

              The addition of dimensions and tolerances to a drawing will inevitably add to the production and inspection costs of the component. Hence care should be taken to ensure to define the dimensions and the associated tolerances to simplify the manufacturing process and keep the costs to a minimum. This could be achieved by concentrating on functional dimensions. A functional dimension is one that directly affects the function of the product. Using functional dimensions as datums, will prevent the use of unnecessary tight tolerances. Normally other datums will only be chosen if they allow a simple method of manufacture/inspection.

Tolerance Allocation:

              A drawing must contain enough dimensions to ensure that the component is fully dimensioned, however, it should not be over dimensioned. If more than the minimum number of dimensions are shown, some will be redundant and cause confusion, particularly when tolerances are involved. 
Tolerance allocation
              Tolerance on the dependant dimension is equal to the sum of the tolerances on all the dimensions that affect the dependant dimension. The method of dimensioning is a better method and the auxiliary dimension included in parenthesis is not toleranced.

Interchangeability:

              A part which can be substituted for the component manufactured to the same shape and dimensions is known as interchangeable part. The operation of substituting the part for similar manufactured components of the same shape and dimensions is known as interchangeability. In earlier days, components are produced to small number of units. To obtain desired fit, the operator has to adjust the mat parts within the permissible limit. But today the operator is responsible for manufacturing the component and assembly too. Mass production techniques play an important role for breaking up of several smaller activities there by leading to specialization. Any one randomly selected component should assemble with any other randomly selected component. Due to interchangeability, the increased production can be obtained by minimizing production cost. In case of big assembly, several parts of that unit may be produced in different country with respect to the availability of trained labour, raw material, power and other facilities. But final assembly is carried out at one place. So, each part should he manufactured under the concept of interchangeability with other same mating part. Now-a-days, the interchangeable parts are called as spare parts. The advantages of Interchangeability are:
Replacement of worn out parts is easy.
Repair is carried out easily.
Maintenance cost is less.
Shutdown of machines having interchangeable components is reduced.
             Interchangeability is not possible without using any standards. So, some standards should be strictly followed. Mainly, two standards are followed such as International standards and local standards. Local standards are followed for obtaining spares from other source. At the same time, this standard is also based on international standards. International standards are mainly used to obtain Universal acceptance. It can be obtained in two ways namely;
1.Universal or full interchangeability
2.Selective assembly.

Universal or Full Interchangeability:

              This means that parts, which go into assembly, may be selected at random from a large number of parts. In this type of interchangeability, any component will mat with any other mating component without doing any minor alterations to mat them. But many times, this interchangeability is not feasible because high accuracy and closer supervision are required at each and every time. Full interchangeability is useful where process capability is equal to or less than the manufacturing tolerance allowed for that part. Process capability is defined as its ±3σ spread of dimensions of components produced by the machine.
Where, σ - be a standard deviation.
Advantages of interchangeable manufacture:
Components can be manufactured in large batches.
Repair of existing machines or products is simplified because component parts can be easily replaced.
During assembly, individual fitting is not necessary. This results in reduced production cost.
Interchangeability

Selective Assembly:

              A product's performance is often influenced by the clearance or, in some cases, by the preload of its mating parts. Achieving consistent and correct clearances and preloads can be a challenge for assemblers. Tight tolerances often increase assembly costs because labour expenses and the scrap rate go up. The tighter the tolerances, the more difficult and costly the component parts are to assemble. Keeping costs down while maintaining tight assembly tolerances can be made easier by a process called selective assembly, or match gauging. The term selective assembly describes any technique used when components are assembled from sub-components such that the final assembly satisfies higher tolerance specifications than those used to make its sub-components. The use of selective assembly is inconsistent with the notion of interchangeable parts, and the technique is rarely used at this time. However, certain new technologies call for assemblies to be produced to a level of precision that is difficult to reach using standard high-volume machining practices. To match gauge for selective assembly, one group of components is measured and sorted into groups by dimension, prior to the assemble process. This is done for both mating parts. One or more components are then measured and matched with a presorted part to obtain an optimal fit to complete the assembly. It results in complete protection against defective assemblies and reduces the matching cost.
Selective assembly
              Consider the case of bearing assembly on shaft, done by selective assembly method. Pick and measure a shaft. If it is bit big, pick a big bearing to get the right clearance. If it is bit small, pick a small hearing. For this to work over a long stretch, there must be about the same number of big shafts as big hearings, and the same for small ones. By focusing on the fit between mating parts, rather than the absolute size of each component, looser component tolerances can be allowed. This reduces assembly costs without sacrificing product performance. In addition, parts that fall outside their print tolerance may still be usable if a mating part for it can be found or manufactured, thus reducing scrap. Consider the example of a system in the assembly of a shaft with a hole. Let the hole size be 25±0.02 and the clearance required for assembly be 0.14 mm on the diameter. Let the tolerance on the hole and shaft be each equal to 0.04.  Then, dimension range between hole diameter [25±0.02 mm] and shaft diameter [24.88±0.02 mm] could be used. By sorting and grading, the shafts and holes can be economically selectively assembled with the clearance of 0.14 mm as combinations given as follows. Hole diameter and shaft diameter pairs are 24.97 and 24.83, or 25.00 and 24.86, or 25.112 and 24.88, etc. Not all products are candidates for selective assembly. When tolerances are broad or clearances are not critical to the function of the final assembly, selective assembly isn't necessary. Selective assembly works best when the clearance or preload tolerance between parts is tight. Selective assembly is also a good strategy when a large number of components must be stacked together to form the assembly, as with an automobile transmission system. In that instance, holding tolerances tight enough for random assembly while maintaining the correct clearance or preload would be impractical.


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