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Chapter 20

Geometrical tolerancing
and datums

Geometrical tolerances could increase costs in manufacture and inspection.


Tolerances should be as wide as possible, as the
satisfactory design function permits.
The object of this section is to illustrate and interpret
in simple terms the advantages of calling for
geometrical tolerances on engineering drawings, and General rules
also to show that, when correctly used, they ensure
that communica- tions between the drawing office and The symbols relating to geometrical characteristics
the workshop are complete and incapable of mis- are shown in Fig. 20.1 with additional symbols used
interpretation, regardless of any language barrier. in tolerancing in Fig. 20.1A. Examination of the
various terms – flatness, straightness, concentricity,
etc. – used to describe the geometrical characteristics
shows that one type of geometrical tolerance can
Applications control another form of geometrical error.
For example, a positional tolerance can control
Geometrical tolerances are applied over and above perpendicularity and straightness; parallelism,
normal dimensional tolerances when it is necessary to perpendicularity, and angularity tolerances can control
control more precisely the form or shape of some flatness.
feature of a manufactured part, because of the The use of geometrical tolerances does not involve
particular duty that the part has to perform. In the or imply any particular method of manufacture or
past, the desired qualities would have been obtained inspection. Geometrical tolerances shown in this
by adding to drawings such expressions as ‘surfaces book, in keeping with international conventions, must
to be true with one another’, ‘surfaces to be square be met regardless of feature size unless modified by
with one another’, ‘surfaces to be flat and parallel’, one of the following conditions:
etc., and leaving it to workshop tradition to provide a
satisfactory inter- pretation of the requirements. (a) Maximum material condition, denoted by the
symbol M describes a part, which contains the
maximum amount of material, i.e. the minimum
Advantages size hole or the maximum size shaft.
(b) Least material condition, denoted by the symbol
Geometrical tolerances are used to convey in a brief L describes a part, which contains the minimum
and precise manner complete geometrical amount of material, i.e. the maximum size hole or
requirements on engineering drawings. They should the minimum size shaft.
always be considered for surfaces which come into
contact with other parts, especially when close
tolerances are applied to the features concerned. Theoretically exact dimensions
No language barrier exists, as the symbols used are (Fig. 20.2)
in agreement with published recommendations of the
International Organization for Standardization (ISO) These dimensions are identified by enclosure in a
and have been internationally agreed. BS 8888 rectangular box, e.g. 50 EQUI-SPACED 60 Ø30
incorporates these symbols. and are commonly known as ‘Boxed dimensions’.
Caution. It must be emphasized that geometrical They define the true position of a hole, slot, boss
tolerances should be applied only when real profile, etc.
advantages result, when normal methods of Boxed dimensions are never individually
dimensioning are considered inadequate to ensure toleranced but are always accompanied by a
that the design function is kept, especially where positional or zone tolerance specified within the
repeatability must be guaranteed. Indiscriminate use tolerance frame referring to the feature.
of geometrical tolerances
Geometrical tolerancing and datums 161

Symbols for geometrical characteristics

Type of Characteristics Symbol Datum Applications


tolerance to be toleranced needed

Straightness No A straight line. The edge or axis of a feature.

Flatness No A plane surface.

Form Roundness No The periphery of a circle.Cross-section of a bore,


cylinder, cone or sphere.

The combination of circularity, straightness and


Cylindricity No parallelism of cylindrical surfaces. Mating bores and
plungers.

Profile of a line No The profile of a straight or irregular line.

Profile of a surface No The profile of a straight or irregular surface.

Parallelism of a feature related to a datum. Can control


Parallelism Yes
flatness when related to a datum.

Surfaces, axes, or lines positioned at right angles to


Perpendicularity Yes
each other.

Orientation Angularity Yes The angular displacement of surfaces, axes, or lines


from a datum.
The profile of a straight or irregular line positioned by
Profile of a line Yes theoretical exact dimensions with respect to datum
plane(s).
The profile of a straight or irregular surface positioned by
Profile of a surface Yes theoretical exact dimensions with respect to datum
plane(s).

Position See The deviation of a feature from a true position.


note below

Concentricity The relationship between two circles having a common


and coaxiality Yes centre or two cylinders having a common axis.

Location Symmetry Yes The symmetrical position of a feature related to a datum.

The profile of a straight or irregular line positioned by


Profile of a line Yes theoretical exact dimensions with respect to datum
plane(s).
The profile of a straight or irregular surface positioned by
Profile of a surface Yes theoretical exact dimensions with respect to datum
plane(s).

Circular runout Yes The position of a point fixed on a surface of a part which
is rotated 360 about its datum axis.
Runout

Total runout Yes The relative position of a point when traversed along a
surface rotating about its datum axis.

Note: If two or more groups of features are shown on the same axis, they shall be considered to be a single pattern
when not related to a datum.

Fig. 20.1
162 Manual of Engineering Drawing
Ø2
Datum target indication A1
Additional symbols

Description Symbols
Theoretically exact 50
dimension
Toleranced feature
indication Projected tolerance zone P

Maximum material
M
requirement
A A
Datum feature indication Least material L
requirement
Free state condition
F
(non-rigid parts)

All around profile and lower limit of size is known as the ‘tolerance’. In
the example above, the tolerance is 0.2 mm. The
tolerance is the amount of variation permitted.
Envelope requirement E
Nominal dimension Limits and tolerances are based
Common zone CZ on ‘nominal dimensions’ which are target dimensions.
In practice there is no such thing as a nominal
Fig. 20.1A dimension, since no part can be manufactured to a
theoretical exact size.
Definitions The limits referred to above can be set in two ways:
(a) unilateral limits – limits set wholly above or
Limits The maximum and minimum dimensions for below the nominal size;
a given feature are known as the ‘limits’. For (b) bilateral limits – limits set partly above and partly
example, 20  0.1. below the nominal size.
The upper and lower limits of size are 20.1 mm and
19.9 mm respectively. Geometrical tolerance These tolerances specify the
maximum error of a component’s geometrical
Tolerance The algebraic difference between the characteristic, over its whole dimensioned length or
upper surface. Defining a zone in which the feature may lie
does this.

Tolerance zone A tolerance zone is the space in


which any deviation of the feature must be
contained.
e.g. – the space within a circle;
the space between two concentric circles;
the space between two equidistant lines or two
parallel straight lines;
the space within a cylinder;
the space between two coaxial cylinders;
the space between two equidistant surfaces or
two parallel planes;
the space within a sphere.
The tolerance applies to the whole extent of the
considered feature unless otherwise specified.

Method of indicating geometrical


tolerances on drawings
Geometrical tolerances are indicated by stating the
following details in compartments in a rectangular
frame.
6  Ø 20
Ø 0.2 A B
B

0.1 A
60

60
30

30 60 60 30 A

Fig. 20.2
Geometrical tolerancing and datums 163

(a) the characteristic symbol, for single or related 4 Holes 6


features; Ø 0.01 Ø 0.1
(b) the tolerance value
(i) preceded by Ø if the zone is circular or cylindrical,
(ii) preceded by SØ if the zone is spherical; Fig. 20.8 Fig. 20.9
(c) Letter or letters identifying the datum or datum
systems. Indications qualifying the feature within the
tolerance zone should be written near the tolerance
Fig. 20.3 shows examples. frame and may be connected by a leader line.
Third compartment:
0.3 Not
convex
Left-hand compartment: datum identification letter(s) Fig. 20.10
symbol for characteris tic
0.2
Ø 0.03 X If it is necessary to specify more than one tolerance
characteristic for a feature, the tolerance specification
Second compartment: should be given in tolerance frames positioned one
total tolerance value in the unit used under the other as shown.
for linear dimensions

Fig. 20.3 0.01


0.06 B

Methods of applying the tolerance frame Fig. 20.11


to the toleranced feature
The application of tolerances to a
Figures 20.4 and 20.5 illustrate alternative methods of restricted length of a feature
referring the tolerance to the surface or the plane
itself. Note that in Fig. 20.5 the dimension line and Figure 20.12 shows the method of applying a tolerance
frame leader line are offset. to only a particular part of a feature.
0.01

Fig. 20.4 Fig. 20.5 Fig. 20.12

The tolerance frame in Fig. 20.13 shows the


The tolerance frame as shown in Fig. 20.6 refers to method of applying another tolerance, similar in type
the axis or median plane only of the dimensioned but smaller in magnitude, on a shorter length. In this
feature. case, the whole flat surface must lie between parallel
Figure 20.7 illustrates the method of referring the planes 0.2 apart, but over any length of 180 mm, in
tolerance to the axis or median plane. Note that the any direction, the surface must be within 0.05.
dimension line and frame leader line are drawn in
line. Tolerance of whole
0.2 feature
0.05/180

Tolerance Length
value applicable
Fig. 20.13

Figure 20.14 shows the method used to apply a


tolerance over a given length; it allows the tolerance
Fig. 20.6 Fig. 20.7
0.02/100
Procedure for positioning remarks
which are related to tolerance
Remarks related to the tolerance for example ‘4
holes’, ‘2 surfaces’ or ‘6x’ should be written above Fig. 20.14
the frame.

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