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Int J Adv Manuf Technol (2007) 32: 690–697

DOI 10.1007/s00170-005-0385-2

ORIGINA L ARTI CLE

Bing Li . Hui Tang . Xiaoping Yang . Hao Wang

Quality design of fixture planning for sheet metal assembly

Received: 18 August 2005 / Accepted: 27 December 2005 / Published online: 1 June 2006
# Springer-Verlag London Limited 2006

Abstract Fixturing plays an important role in enhancing industry, about 73% of variation problems from pre-
weld quality of the sheet metal assembly process. However, production to the production phase were caused by fixture
traditional experience-based fixturing schemes and purely related problems [1]. To improve the situation it is of great
optimal fixturing schemes are often sensitive to location importance to develop a fixture scheme with less sensitivity
fluctuation of the designed locators. In this paper a to control variables and noise effects. Therefore, in-depth
mathematical representation of deterministic locating and research on quality design of fixture planning for flexible
total fixturing for a flexible workpiece is developed first, sheet metal assembly is desired.
then a virtual beam model is proposed to evaluate the Considerable research focused on automating fixture
degree of flexibility of the locating points. A quality design design and analysis [2, 3], while other fixture design
model of fixture planning for sheet metal assembly with research has been directed toward deformable sheet metal
resistance spot welding is then developed; both the assembly [4, 5]. Rearick et al. [4] proposed a method
performance expectation and the variance are considered combining nonlinear programming and finite element
in the formulation of the objective function; a prescribed analysis to design and evaluate fixtures for deformable
factor is used to weight the two objectives. The finite sheet metal workpieces with resistance spot welding
element model based on ANSYS software is set up with a (RSW). Cai at al. [5] proposed an “N-2-1” locating scheme
spot weld feature employed and genetic algorithm is used for deformable sheet metals with RSW, and developed a
in the optimization process. A simple example and an corresponding algorithm to determine the fixturing
industrial case illustrate the feasibility of the developed scheme. The author has developed a new locating scheme
model. This work provides a basis for improving the with total locating and direct locating for sheet metal
quality of sheet metal assembly in the design phase. assembly with laser welding [6, 7]. Very little research on
quality design of fixture planning for sheet metal assembly
Keywords Fixture planning . Sheet metal assembly . has appeared recently.
Quality design Robust design is to reduce output variation from the
target by making product and process performance
insensitive to the disturbances of noise factors. The
1 Introduction application of robust design has covered a wide range of
engineering problems. Some researchers have carried out
The sheet metal assembly process is one of the most widely robust parametric design by employing the Taguchi
used manufacturing processes in discrete product indus- method [8, 9], and some have concentrated on robust
tries. Resistance spot welding constitutes a large percent- tolerance design [10, 11]. Some have considered multiple
age of this process. In order to control the weld quality, criteria, and in such cases a compromise procedure is
fixturing plays an important role in the process. According employed for the evaluation of multiple aspects of the
to the statistical report on the American automotive robust design [12, 13]. Cai et al. [14] developed a robust
fixture design for 3D rigid workpieces by a variational
B. Li (*) . H. Tang . X. Yang . H. Wang method.
Department of Mechanical Engineering & Automation, For flexible sheet metal parts there is no closed-form
Shenzhen Graduate School, Harbin Institute of Technology, solution between the source variation and the output
Shenzhen University Town, variation. As the optimized fixturing scheme does not
Xili, Shenzhen, 518055, People’s Republic of China
e-mail: libing.sgs@hit.edu.cn guarantee the least sensitivity to the location fluctuation of
Tel.: +86-755-26033485 the designed locators, quality fixturing design for sheet
Fax: +86-755-26033774 metals is to obtain a fixturing scheme with consideration of
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both performance and robustness. There have been system, the tangent plane at the ith locating point can be
relatively few reports on quality design of fixture planning written as Eq. 1.
for sheet metal assembly. In a previous work the author
T  T  T 
developed a robust design model for sheet metal assembly n0 i x0  x0i þ n0 i y0  y0i þ n0 i z0  z0i ¼ 0 (1)
with laser welding based on response surface methodology
[15]. This paper will discuss the quality design issue of
Equation 1 can be rewritten in vector form as shown in Eq.
fixture planning for sheet metal assembly with resistance
2 or Eq. 3.
spot welding.
The paper is organized as follows: in Section 2 the 0
n0 i  r0  n0 i  r0 i ¼ 0;
T T
mathematical representation of locating and fixturing a i ¼ 1; 2;    p (2)
flexible workpiece is presented; a generic quality design
model for sheet metal assembly is developed in Section 3; or
in Section 4 an illustrative example is given. The last
0
n0 i  AT ðr  r0 Þ  n0 i  r0 i ¼ 0;
T T
section contains a summary of the findings. i ¼ 1; 2;    ; p (3)

where n0 Ti refers to the normal vector at the ith


2 Mathematical representation of locating and fixturing
a flexible workpiece locating point ri0 ¼ ½ x0i ; y0i ; z0i T ; such that
    T
n0 Ti ¼ @Fi0 @x0 @Fi0 @y0 @Fi0 @z0 , and AT refers to the
2.1 Constraint equation for locating flexible workpiece direction cosine matrix of the local coordinate system
with regard to the global coordinate system. As the ith
In the modeling of deterministic locating and total fixturing after-clamping locating point ri0 ¼ ½ x0i ; y0i ; z0i T must
for a flexible body two basic assumptions are used. Firstly satisfy Eq. 3, the constraint equation for deterministic
we assume that the workpiece is enclosed by piecewise locating can be written as Eq. 4 such that:
differential surfaces; secondly, a locator is defined as a
point contact on the workpiece surfaces. A generic locating   0
n0 i  AT ri0  r0  n0 i  r0 i ¼ 0;
T T
i ¼ 1; 2;    ; p (4)
scheme with p locators is shown in Fig. 1, the O-XYZ
represents the global coordinate system and O′ -X′Y′Z′
represents a local coordinate system. In the figure the solid
and dashed lines represent the workpiece profile before and In this paper a virtual beam model is proposed to
after locating. Assuming that p locating points on the consider the flexibility of the workpiece, where we assume
workpiece surface before clamping are A1, ···Ai, ···Ap after that there is a virtual cantilever connecting origin O and the
clamping the locations of the p locators will move to the locating point Ai as shown in Fig. 2. After clamping, the
points B1, ···Bi, ···Bp due to the flexibility of the workpiece. point Ai will move to Bi, and the total positional variation di
Let the differential workpiece surface equation be can be written as follows,
Fi0 ¼ ðx0 ; y0 ; z0 Þ ¼ 0; i ¼ 1; 2;   p . In the local coordinate 
di ¼ Fci ri3 ð3Eli Þ (5)

di
Ai
locator i
Bi
ri r ''i
locator p
r 'i Y Ap
O
Y r0 Z
X Bp

O
X A1 B1
Z

locator 1

Before Clamping
After Clamping

Fig. 1 Locating scheme for a flexible workpiece Fig. 2 An FE model for a simple sheet metal assembly
692

where E represents Young’s modulus, Ii represents the analyzing the relationship between load and variation.
moment of inertia, and Fci represents the clamping load. ANSYS 8.0 software is used in this research. An
Substituting Eq. 5 into Eq. 4 we can obtain Eq. 6. illustrative example for sheet metal assembly is shown in
h i Fig. 2. The panels of sheet metals are modeled with plate
 1
Φi ¼n0 i AT ðri þ di  r0 Þ  n0 i ri0 þ AT element, while two pins of the assembled parts are set as
T T
 di ¼ 0;
constraints in the X and Y directions, and the designed
i ¼ 1; 2; ::::p locators are set as constraints in the Z direction.
The traditional way of modeling spot welds involves
(6)
matching the meshes of different parts at the spot weld
connection points, which introduces meshing difficulties
For a locating scheme with p locators, the constraint and often requires parts to be meshed manually. In addition,
equations can be written as follows: this approach does not take into account the effects of the
 T spot weld radius, and it underestimates the strength of the
Φðq0 Þ ¼ Φ1 ; Φ2 ;    ; Φp (7) spot weld connection when the radius of the spot weld is
the same or lesser order of magnitude than the mesh size.
where q0 stands for the parameters of six degrees of To solve the problem ANSYS software provides a spot
freedom of a workpiece, q0  ½x0 ; y0 ; z0 ; e1 ; e2 ; e3 T . weld feature, which is based on the internal multipoint
constraints (MPC) approach, by which the spot weld can be
located anywhere between the connected parts, indepen-
dent of the mesh and the node locations. This approach
2.2 Conditions of deterministic locating and total takes into account effects of the spot weld radius input by
fixturing the user. ANSYS will create multipoint constraint
equations internally through two contact pair definitions,
According to the definition by Cai et al. [14], if a one on each spot weld surface. The internal constraint
workpiece can not make any infinitesimal motion with a equations couple the motion of the surface nodes to the
locating scheme while maintaining contact with all motion of the spot weld node in an average sense. Each
locators, the workpiece is deterministically located. The new spot weld set created by the SWGEN command in
mathematical representation of deterministic locating is ANSYS consists of a beam element and two node-to-
that the rank of the Jacobian of the workpiece is six for surface MPC contact pairs. Each node-to-surface pair will
locating a 3D object and three for locating a 2D object. The generate six constraint equations. One can choose either a
Jacobian of the constraint equation can be denoted as Eq. 8. rigid element or a deformable element to link the spot weld
 T surfaces. Thermal influence is not considered in this paper.
J  Φq0  J1 ; J2 ;    Ji ;    Jp (8)
  3.2 A generic quality design model
@Φi @Φi @Φi @Φi @Φi @Φi
where Ji ¼ .
@x0 @y0 @z0 @e1 @e2 @e3 As developed by Cai et al. [5], an “N-2-1” locating scheme
When a workpiece is deterministic, locating the com- is appropriate for application in a typical sheet metal
plete contact between workpiece and locators can be assembly. For most sheet metal manufacturing processes,
achieved and is called total fixturing, in which case the the major dimensional problem is the sheet metal defor-
reaction forces at locating points are non-negative. The mation in the direction normal to its surface, in this
equations of reaction forces based on static analysis are direction “N” locators are applied to restrain the primary
given in Eq. 9. deformation. Two locators on the secondary and one
  locator on the tertiary datum are required to restrain the
@Φi @Φi @Φi rigid body motion of sheet metal parts in the surface
FiC ¼  λi ; λi ; λi (9) direction. “2-1” locating is generally implemented by a
@x0 @y0 @z0
4-way pin and a 2-way pin. In the assembly process the
where λi denotes the Lagrange multiplier vector. Let the locations of the two pins are arranged on the longer edge of
resultant applied forces and torques be F A and T A, then λi the sheet metal and the distance of the two pins is set
 T further apart, so that the “2-1” locating can be pre-
can be written as λi ¼ JiT F A T A . determined. Therefore, the design variables are only the
“N” designed locators.
For the general optimal design we can simply define the
3 Quality design modeling of fixture planning following model:

3.1 Finite element modeling minimize f ð xÞ


(10)
subject to gi ð xÞ  0 i ¼ 1; 2; :::; n
As the analytical model of mechanics for sheet metal parts
is still not available, finite element modeling is used in
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where x stands for design variables; gi (x) stands for design where M refers to the means of the design variables; Var(xi)
constraints; and f(x) stands for the performance. Letting the is the variance of xi; and Cov (xi, xj) is the covariance of xi
variation of the node i be ωi, in this paper a root square and xj. Based on the central finite difference approach as
approach which represents the average variation of derived in a previous work of the author, the expression for
concerned nodes on the panels is then usedsto evaluate
ffiffiffiffiffiffiffiffiffiffiffi variance can be written as:
P 2
n sffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
the objective function f(x), such that f ð xÞ ¼ ωi . X n 

2
σf ¼ σxi  @f
i¼1
@xi
M
However, treating mean value as a measure of variation i¼1
sffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
performance may still be sensitive to the fluctuation of the X n 

2
¼σ @f
@xi
M
stochastic parameters which gives rise to the need for a
more robust design [16]. A quality design based on multi- i¼1
criteria measures of goal performance is presented in this vffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
u N  2
paper. In this formulation, the quality design optimization uX 1
¼σ t kf ðxi þ "x Þ  f ðxi  "x Þk (13)
problem is shown to be a vector optimum problem, in k2"x k
which two criteria of the mean value and the standard i¼1
deviation of the goal performance are to be minimized. In
the quality design optimization problem the two design where ɛx refers to the mesh size on the design area of the FE
criteria often conflict with each other; therefore, a trade-off model, and N is the number of designed locators.
between them must be made. Pareto optimality is one Substituting Eqs. 12 and 13 into Eq. 11 we can obtain
possible way of defining a vector optimum [16]. In order to the objective function of the quality design model:
obtain a Pareto optimum, a scalarization approach of the
linear combination method is used, in which the minimum f ðM Þ
of a weighted linear combination of the individual minimize F ð xÞ ¼ð1  αÞ  
μ
objective is regarded as Pareto optimal. In this approach, sffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
the relative weights to put on the different objective PN (14)
functions can be easily specified by a prescribed weighting σ ½kfiþ1  fi1 k2
i¼1
factor. The quality design model is given as: þα
j2hjσ
 
minimize FðxÞ ¼ ð1  αÞE ðf ð xÞÞ=μ þ α  σðf ð xÞÞ=σ
subject to Eðgi ð xÞÞ þ βi σðgi ð xÞÞ  0 i ¼ 1; 2;    ; n where fi+1 and fi-1 refer to the objective functions
σðf ð xÞÞ  σU corresponding to the two neighboring nodes xi+1 and xi-1
xL  x  xU of the node i, and h represents the mesh size on the design
area.
(11)

where σU refers to the upper limit of the variance; xL and xU 3.3 Optimization algorithm and flowchart
stand for the lower and upper limits of the design variables;
the quantity βi>0 is a prescribed feasibility index for the ith In fixture planning of sheet metal assembly, the input
original constraint; 0<α<1 is the factor weighting the two consists of locations of designed locators and the output is
objectives; and μ* and σ* are normalization factors. The average deformations of sheet metals. There is no
above design model can be converted into a pure mean analytical representation between input and output. If a
value minimization problem for α=0 or a pure standard general non-linear planning based optimal method is used,
deviation minimization problem for α=1. one optimal cycle (corresponding to one FEA run) can only
The Taylor series is employed to simplify the above deal with one fixturing scheme. As quality design needs a
quality design model, assuming that all the design variables great amount of sensitivity checking runs, it will be time-
take the same variance. First-order approximations of the consuming. Genetic algorithm (GA) is an optimal approach
mean value and the variance of the response are used in this which only needs performance information and has been
paper for the purpose of simplification. widely used in engineering optimization. Particularly with
the employment of the sub-case function of ANSYS, one
n 

1X FEA run can handle more fixturing schemes; thus, GA can
Eð f Þ ¼ f ð M Þ þ @2 f @x2i
M  Varðxi Þ be very efficiently used as an optimization method in
2 i1
n fixture design. There are six steps in a simple GA. The first
X
n X 
 
þ @2 f @xi @xj
M  Cov xi ; xj  f ð M Þ step is encoding. The encoded strings can be used with
i¼1 j>i various alphabets based on the need of the actual problem,
such as binary, integer or floating-point. Then, an initial
(12) population is produced randomly. The third step is to
evaluate fitness. In engineering problems, fitness is
generally taken as an objective function, and it is also the
694

START designed locators can be obtained by weighting the mean


value and the variance of the objective function. The
weighting factor α can be set in the range of 0<α<1 based
Generate initial on the designer’s preference.
population randomly

4 Examples
Decoding, FEA data file
initial formation/updating 4.1 A simple example

Two rectangular panels of sheet metal assembled with


FEA resistance spot welding are used here as an example. The
Using ANSYS length, width and thickness of the two panels are 80
mm×40 mm×1 mm and 80 mm×40 mm×2 mm. The
material of the two panels are mild steel with Young’s
Extract data from
modulus E=207,000 N/mm2 and Poisson’s ratio γ=0.3.
ANSYS output file The assembly process is described as follows. Three spot
weld joints are located at the center of the overlapping area
of the two panels, the X and Y coordinates of the weld
Performance evaluation
nodes are (70, 0), (70, 20), (70, 40),and the width of the
combining fitness and robustness
overlapping area is 20 mm. The welding force is set as
100 N and the acting direction is along the −Z direction. A
No
Genetic operations: “4-2-1” locating scheme is applied to the two sheet metals.
Convergence? sorting, reproduction, According to Section 3 the “2-1” locating pins can be fixed
crossover, mutation so that the quality design objective is to determine the
Yes locations of the eight designed locators that can only move
Output of quality along the Z direction. The finite element model of the
design results DONE example is shown in Fig. 2. The origin is located in the
lower left hand corner of the model. “2-1” locating is
simulated with constraint in the X and Y directions, which
Fig. 3 Flowchart of fixture planning for sheet metal assembly is labeled with C12 and C1 for panel one and C34 and C3 for
panel two. Notations B1, B2, …, B8 stand for the initial
basis for selection and evaluation. The higher the fit of the locations of the locators before clamping, notations A1,
individuals, the higher the probability of being selected for A2, …, A8 stand for the locations of the locators after
reproduction. By applying genetic operators to selected clamping. SHELL63 is selected as the element type in
individual pairs with certain probability, a new offspring ANSYS, where the mesh size is 2 mm. Three spot welds
results. In order to avoid preconvergence, a mutation are modeled in the example. In the FE model the designed
operator is required. Then, fitness of the new offspring will locators will move along the edge of the sheet metals, and
be evaluated. If the convergence criterion is satisfied, the in the overlapping area the locator will clamp two
optimal solution is reached. Otherwise, the same procedure corresponding nodes together which is then treated as
is continued to select and regroup by genetic operators until merging two nodes, i.e. as only one constrained node.
convergence. The control parameters of GA in this paper In this example the initial population is set at 30 and the
are determined as follows: the reproduction probability is maximum number of genetic generations is 300. Five
0.15, the crossover probability is 0.9, the mutation different weighting factors with α=0, 0.3, 0.5, 0.7 and 1 are
probability is 0.01, and the convergence criterion is considered and for each weighting factor the optimal
kFiþ1  Fi k  ξ . locating scheme is obtained. Results for the quality design
The flowchart of fixture planning for the optimal process of fixture planning are listed in Table 1. The relationship of
is shown in Fig. 3. The quality design results of the objective function and genetic generations of the optimal

Table 1 Quality design results for simple example


Weighting No. of genetic Coordinates of optimal designed locators Mean value Variance
factor α generations (mm) (mm)

0 159 (60,0,0) (60,8,3) (60,40,0) (0,20,0) (80,0,3) (140,20,3) (80,40,3) (80,36,3) 1.3414 1.3216
0.3 107 (36,0,0) (60,18,3) (58,40,0) (0,36,0) (80,0,3) (140,30,3) (82,40,3) (80,18,3) 1.968 0.21167
0.5 107 (42,0,0) (60,36,3) (58,40,0) (0,34,0) (80,0,3) (140,32,3) (82,40,3) (80,24,3) 3.002 0.1401
0.7 122 (58,0,0) (60,10,3) (58,40,0) (0,28,0) (80,0,3) (140,20,3) (82,40,3) (80,18,3) 3.1126 0.13609
1 124 (8,0,0) (60,20,3) (58,40,0) (0,40,0) (80,0,3) (140,24,3) (82,40,3) (80,10,3) 3.4675 0.13231
695
Fig. 4 Objective function and 0.16 0.25
α=0.3 α=0.5

Objective Function (mm)

Objective Function (mm)


the number of genetic 0.14
generations 0.2
0.12

0.1 0.15

0.08
0.1
0.06

0.04 0.05
0 20 40 60 80 100 120 0 20 40 60 80 100 120
No.of Genetic Generations No. of Genetic Generations

0.3 0.4
α= 0.7 α=1
Objective Function (mm)

Objective Function (mm)


0.25
0.3
0.2
0.2
0.15
0.1
0.1

0.05 0
0 50 100 150 0 50 100 150
No.of Genetic Generations No. of Genetic Generations

process is shown in Fig. 4. The relationship of mean value the assembly tolerance of the sheet metal parts can be
and variance of the optimal locating scheme with regard to controlled in a relatively small range.
different weighting factors is shown in Fig. 5. Compared to
the design results, the pure optimal fixturing scheme with
α=0 is the smallest in mean value while the biggest in 4.2 A industrial case study
variance, and vice versa for the robust fixturing scheme
with α=1. The most typical assembly in automotive body assembly is
From the design results we can see that by quality door subassembly, which is used in this paper. The
design with α>0 we can obtain the locating scheme with illustrative diagram and FE model for the door subassem-
relatively large mean value of node variations; however, bly are shown in Figs. 6 and 7, where the element type in

Fig. 5 Diagram of mean value a b


and variance with regard to 3.5 1.4
weighting factor

1.2
3

2.5
Mean Value µ

0.8
Variance σ

0.6
2

0.4

1.5
0.2

1 0
0 0.3 0.5 0.7 1 0 0.3 0.5 0.7 1
Weighting Factor α Weighting Factor α
696

Fig. 8 The optimal process with GA

In GA the population number is set at 20, the crossover


probability is 0.85, and the mutation probability is 0.05.
There are two convergence criteria used here, one is that
the maximum number of generations should be less than
300; the other is that the objective function difference of the
Fig. 6 An illustrative diagram for door subassembly best fixturing scheme in every 30 generations should be
satisfied by j"j < 103 . The initial scheme comes from the
ANSYS software is SHELL63, and the thickness for the local automotive workshop. The process of quality design
upper and lower panels are 1.5 mm and 2.0 mm, with GA is shown in Fig. 8, from the figure we can see that
respectively. The material of the two panels are mild steel after 30 generations of evolution the objective function is
with Young’s modulus E=207,000 N/mm2 and Poisson’s approaching stability. In the optimal model shown in Eq.
ratio γ=0.3. The mesh size is set at 25 mm. The designed 14 the parameter α is set at 0.75. The quality design results
locators will move around the edges of the panels. In this are listed in Table 2. From the results we can see that both
case the coordinates of the 2-way locating pins are mean value and variance are obviously reduced and this
(72,433,0), (472,433,0), and the coordinate of the one- shows that the optimal fixturing scheme with quality
way pin is (0, 175,0). Similar to the simple example, the design is better than the practically used initial fixturing
welds are modeled with the spot weld feature of ANSYS scheme.
software.

Fig. 7 FE model of a door


subassembly
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Table 2 Quality design results for door subassembly (weighting factor α=0.75)
Coordinates of 8 designed locators(mm) Mean value (mm) Variance (mm)

Initial locating scheme (50,0,0),(225,0,0),(600,99.5,0) (193,750,0),(121.5,750,0) 358.74 9.5625


(405.6,734.5,0),(0,550,0),(0,450,0)
Quality design results (75,0,0),(250,0,0),(600,322.2,0) (97.7,750,0),(516.6,575.0,0) 238.32 1.4152
(240.7,750,0),(0,350,0),(0,525,0)

By quality design of fixture planning for sheet metal Acknowledgements This project is partly supported by the Natural
Science Foundation of China (No. 50505010) and also supported by
assembly, the fixturing scheme with small fluctuation and the Natural Science Foundation of Guangdong (No. 04300845).
insensitivity to the design variables can be obtained, which
will help to continually improve the quality of the body-in-
white assembly in the automotive industry. References
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