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ArencibiaPiratellietal Simplifiedmodel JBSMCE2015
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Article in Journal of the Brazilian Society of Mechanical Sciences and Engineering · January 2015
DOI: 10.1007/s40430-014-0157-8
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J Braz. Soc. Mech. Sci. Eng. (2015) 37:411–421
DOI 10.1007/s40430-014-0157-8
TECHNICAL PAPER
Received: 16 February 2012 / Accepted: 15 October 2013 / Published online: 12 March 2014
The Brazilian Society of Mechanical Sciences and Engineering 2014
A. Piratelli-Filho
Greek symbols
Department of Mechanical Engineering, Faculty of Technology,
Universdade de Brası́lia, Brası́lia, DF 70910-900, Brazil aE Coefficient of thermal expansion of the scale,
e-mail: pirateli@unb.br C-1
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412 J Braz. Soc. Mech. Sci. Eng. (2015) 37:411–421
ap Coefficient of thermal expansion of the Sousa and Wandek [36] have identified deficiencies in
workpiece, C-1 the understanding and proper application of GD&T in
Da Difference between coefficients of thermal design and manufacturing of parts in Brazil. The main
expansion of the scale and workpiece, C-1 deficiencies found were related to a superficial knowledge of
D(Pmax) Correction associated with the Pmax the existing standards for geometrical specification of parts
D(Pmin) Correction associated with the Pmin and to a little experience of designers and manufacturing
DI Uncertainty associated with the CMM workers in the extrapolation of such knowledge to help
indication system, lm defining good measurement practices, which have caused
Ds(DCIR) Correction associated with the circularity various problems for Brazilian industry. According to the
deviation, lm authors, in addition to the difficulties related to GD&T
Ds(DCYL) Correction associated with the cylindricity specifications, difficulties to evaluate uncertainty measure-
deviation, lm ments and to verify if they are adequate according to the
DEA Correction associated with the errors of the specified tolerance are another problem. It is important to
CMM probing system, lm invest time and money in a series of actions to minimize
DIT Correction due to the uncertainty associated such problems, in particular in the qualification of personnel
with the thermometer indication system, C involved in the whole design and manufacturing chain.
DR Correction associated with the CMM Also, dimensional and geometrical control goes beyond
resolution, lm the manufacturing chain and gains vital importance in
DRT Correction due to the thermometer resolution, manufacturing research which can enable many manufac-
C turing processes to be improved [5, 13, 34, 39].
DT Difference between the room temperature and In this context, coordinate measuring machines (CMM)
20 C, C are metrological instruments that have been proving to
DT20 Correction due to the difference between the meet modern manufacturing demands with respect to
room temperature and 20 C, C dimensional and geometric control. They enable the mea-
DdT Correction due to the temperature variation surement of complex structures and the simultaneous
during measurement, C control of various metrological characteristics, and there-
fore have been replacing a large proportion of instruments
Subscripts conventionally used in metrology laboratories.
I Number of points CMMs are fast, accurate, flexible and allow a reliable
N Number of input variables quality control. Nevertheless, their performance has been
limited by several factors, which can have complex inter-
actions, generating the so-called volumetric error. The
main error sources that can limit the performance of a
1 Introduction
CMM include:
The main goal of any machining operation is to produce • Geometric errors: they represent the largest fraction of
interchangeable parts with maximum functionality at reason- the volumetric error [8] and are considered to have the
able costs. Such need requires each part or assembly of parts of strongest effect on accuracy and precision for mea-
a final product to be manufactured according to predefined surements using CMMs [11, 27]. The systematic nature
specifications for dimensions, geometry and surface finish. of the geometric errors allows their correction or
The evolution of machining tools has enabled the compensation via computational programs [6, 23, 46].
manufacturing of parts to be faster and more practical. New • Measuring probe errors: these errors are associated with
technologies implemented in machining processes have electric, kinematic and mechanical characteristics of
also contributed to improve final products significantly. the probe [28]. Extensive research has been published
Despite all of that, the occurrence of dimensional and presenting methodologies to determine systematic
geometrical deviations is inevitable. An appropriate errors related to the measuring probe in CMMs [15,
understanding and use of the existing standards related to 16, 24, 26, 27, 37].
GD&T (Geometric Dimensioning and Tolerancing) and of • Errors due to computational programs: computational
the ISO-GPS (Geometric Product Specification) standards methods to adjust the part geometry (least squares
both in engineering departments and in metrology rooms method, minimum zone criterion, etc.) and simplica-
are fundamental to guarantee that the deviations occurred tions used to reduce computational time are examples
during manufacturing do not jeopardize the proper of possible error sources associated with the computa-
assembly and functioning of the manufactured parts. tion of the measurements using CMMs [28, 31].
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J Braz. Soc. Mech. Sci. Eng. (2015) 37:411–421 413
• Thermally induced errors: CMMs are sensitive to expression of uncertainty in measurement) requirements
variations in the environment conditions, in particular using a coordinate measuring machine (CMM). We expect
to temperature variations and gradients, which have the this work to help personnel involved in design, manufac-
strongest effect on accuracy and precision [9, 25]. turing and quality control to estimate measurement
• Errors related to the measurement strategy: generally, uncertainty using a simple and easy model, to adequate
the CMM operator chooses the measurement strategy such measurements to ISO/IEC 17025 (2005) [22]. We also
based on intuition and experience. According to expect to contribute to the improvement of scientific rigour
Weckenmann et al. [43], it is necessary to develop in research and therefore in publications in the area.
intelligent systems able to analyse the geometry of part
to be measured and then decide the algorithm, the
number of measurement points and the most adequate 2 Theoretical background
distribution of measurement points.
• Errors due to properties of the part to be measured: A significant amount of manufactured parts has cylindrical
physical and mechanical properties of the part can shape or at least some portions with a cylindrical section.
influence the measurement result. For example, a part Form tolerances (circularity and cylindricity) are fre-
can deform elastically or plastically due to the contact quently applied to such parts, which are particularly
of the probe tip, which will alter the coordinates of the important in designs that require high accuracy. The
measurement points. The part surface finish (surface development of instruments and procedures to verify if
roughness, burr formation, etc.) can also lead to errors these tolerances are in accordance with the design
during the interpretation of the measurement results requirements is of utmost importance to ensure the inter-
[28]. changeability and functionality of the manufactured parts.
• Vibrations: external vibrations can induce relative
movement between the measuring probe, the axis and 2.1 Circularity and cylindricity deviations
the part being measured, which can affect measurement
accuracy and precision. Manufacturers of CMMs Circularity deviation is graphically equivalent to the min-
provide values for the maximum vibration to be imum radial distance between two concentric circumfer-
allowed and suggest installation procedures to mini- ences within which the real profile of the part must be
mize vibration effects during measurements [25]. contained (NBR 6409, 1997) [2]. As shown in Fig. 1a, the
International standards present tests to assess and largest circle inscribed in the cross section of the part and
analyse vibration [3, 10]. the smallest circumscribed circle are considered to mini-
mize the distance between the circles.
For many years, time and effort has been dedicated to
The determination of circularity deviation is carried out
the mathematical modelling of CMM to compensate for
in a circular section of a cylindrical part. It must be
the measurement errors. Various techniques have been
emphasized that some measurement systems take into
used, such as vector analysis [46]; homogeneous trans-
account an infinite number of points of the analysed cross
formations [12, 14, 18, 19, 41] and statistical analysis [17,
section, while others can only make a discrete evaluation
29, 30, 40].
by considering a determined number of points over a given
However, independently of the mathematical tool used
cross section.
in the modelling, the resulting mathematical models will be
In many projects, only the application of circularity
complex due to the large number of factors that can con-
tolerances is not sufficient to guarantee a good performance
tribute to the uncertainty in CMMs [45]. The machine
versatility also contributes to the complexity of the model,
since it allows the measurement of several metrological
features of a workpiece [4]. These factors can increase the
difficulty to evaluate measurement uncertainty in CMMs,
as shown in [1, 24, 41, 42].
Alternatively, several authors have used of Monte Carlo
methods to calculate CMM measurement uncertainties;
these methods make use of Virtual CMMs that should
simulate realistic CMM behaviour [4, 32, 35].
This paper aims to present procedures to estimate cir-
cularity and cylindricity measurements according to ISO Fig. 1 Graphic representation of circularity (a) and cylindricity
TAG 4/WG [21], popularly known as GUM (Guide to the (b) deviations
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414 J Braz. Soc. Mech. Sci. Eng. (2015) 37:411–421
of the manufactured parts. In such cases, cylindricity tol- The application of ISO TAG 4/WG [21] requires a
erances must also be used to limit the maximum deviations. mathematical model of the measurement process, e.g., the
Cylindricity deviation is defined as the radial difference output variable (measurand) must be expressed as a func-
between two coaxial cylinders between which the real tion of the input variables, as shown Eq. (1).
surface of the part must be contained (Fig. 1b). This dif- V ¼ f ðW1 ; W2 ; . . .; WN Þ ð1Þ
ference must be equal or less the specified cylindricity
tolerance. It is important to point out that cylindricity where V represents the output variable and W1, W2,, WN
deviation is a composed form deviation used to control are the input variables.
both circularity and straightness of the generatrix. The law of uncertainty propagation can be applied to
A classic measurement system to verify the form tol- mathematical model to determine the combined standard
erance of parts is composed of a dial gauge attached to a uncertainty related to the measurement, so that Eq. (2) is
tailstock device, which has a simple working principle and obtained.
is relatively cheap. However, the recent literature in the XN
of 2 2
area shows that other measurement systems are more u2c ðvÞ ¼ u ðwi Þ
i¼1
owi
widely used in research related to form control of machined
parts, in particular coordinate measuring machines [5, 13, X
N 1 XN
of of
þ2 uðwi Þ u wj rðwi ; wj Þ ð2Þ
34, 39]. i¼1 j¼iþ1
owi owj
Despite the different possible configurations of CMMs,
their working principle is similar. They work by digitally where v is the estimate of the output variable V, wi is the
storing the coordinates of the measurement points (X, Y and estimate of variable Wi, u2(wi) is the variance associated
Z). Computational programs use these coordinates to cal- with wi, for i varying from 1 to N, N is the number of
culate the desired feature (circle diameter, sphere diameter, variables that affect the measurement result V, u(wi) is the
distance, angle, form deviations, etc.). uncertainty associated with the error source represented by
These programs are based on analytical geometry and the estimate wi and r(wi, wj) is the correlation coefficient
vector analysis principles. They generally use least squares between the estimates wi and wj.
methods to adjust the part geometry. The second term in Eq. (2) expresses the correlation
The verification of circularity and cylindricity deviations between two uncertainty sources wi and wj, i = j.
is carried out in production lines during the form control of The International Committee for Weights and Measures
machined parts, as well as during research in machining. (abbreviated CIPM from the French Comité International
To follow the standards related to GPS, research has been des Poids et Mesures) proposes the description of mea-
conducted in the area. Sami et al. [33] have described a surement uncertainty using the intervals that represent the
method to analyse uncertainty in cylindricity measure- expected values for the measurement error, with a known
ments using a CMM. Zhao et al. [47] have proposed a probability. The CIPM uses the term expanded uncertainty
method to estimate uncertainty propagation during the (Up) to describe such interval, as shown in Eq. (3).
verification of cylindricity deviations according to GPS. Up ¼ k uc ð3Þ
Sun et al. [38] have estimated uncertainty in the mea-
surement of form deviations in CMMs following the where uc is the combined standard uncertainty and k [ 0 is
requirements of the new GPS system. the coverage factor.
The coverage factor k relates to the probability distri-
2.2 Measurement uncertainty bution of the values obtained during measurement, which
normally presents a normal distribution. For situations
Measurement uncertainty is defined as a non-negative where this probability is not normally distributed, The
parameter that characterizes the dispersion of the values Central Limit Theorem together with the t Student distri-
attributed to a measurand based on the information used bution can provide a coverage factor based on the effective
[7]. degree of freedom of the standard measurement uncertainty.
To estimate the measurement uncertainty, the concepts The effective degree of freedom meff is obtained using the
and recommendations presented in GUM must be properly Welch–Satterthwaite formulation, as shown in Eq. (4).
known. This document, published first in 1993, is the result u4c ðyÞ
of an international consensus about how to calculate veff ¼ : ð4Þ
P u4i ðwi Þ
N
measurement uncertainty. The latest version for GUM is vi
i¼1
from 2008. This guide presents three types of uncertainties:
standard uncertainty, combined standard uncertainty, and The calculation of the uncertainty measurement requires
expanded uncertainty. the operator to be perfectly knowledgeable about the
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N
X
X N
oDr 2 oDr 2 2 Substituting (20) in (8) and (9) and applying the law of
u2c ðDCIR Þ ¼ 2
u xj þ u yj
j¼1
oxj j¼1
oyj propagation of uncertainty, Eqs. (22) and (23) are obtained.
2 " #
oDCIR oDCIR 2 2
oDPmax 2 2 oDPmax 2 2 u2C ðDCIR Þ ¼ u2 ðDsðDCIR ÞÞ þ 2 u ðDRÞ
þ u ðxPmax Þ þ u ðyPmax Þ oDsðDCIR Þ oDR
oxPmax oyPmax " 2 # " #
oDCIR oDCIR 2 2
oDPmax 2 2 oDPmin 2 2 þ2 u2 ðDEAÞ þ 2 u ðDI Þ
þ u ðzPmax Þ þ u ðxPmin Þ oDEA oDI
ozPmax oxPmin " 2 # " #
oDCIR oDCIR 2 2
þ2 2
u ðDT20 Þ þ 2 u ðDdT Þ
oDPmin 2 2 oDPmin 2 2 oDT20 oDdT
þ u ðyPmin Þ þ u ðzPmin Þ:
oyPmin ozPmin ð22Þ
ð17Þ 2 " #
oDCYL oDCYL 2 2
u2C ðDCYL Þ ¼ u2 ðDsðDCYL ÞÞ þ 2 u ðDRÞ
In sequence, all the partial derivatives in Eq. (17) must oDsðDCYL Þ oDR
" 2 # " #
be calculated. The whole development can be found in oDCYL oDCYL 2 2
þ2 u2 ðDEAÞ þ 2 u ðDI Þ
Vieira Sato [42]. The calculations are complex and require oDEA oDI
the use of applicative programming languages such as " 2 # " #
oDCYL oDCYL 2 2
Mathematica or Matlab. Therefore, the complexity of this þ2 u2 ðDT20 Þ þ 2 u ðDdT Þ :
oDT20 oDdT
methodology makes it difficult to be adopted by the
majority of the community dedicated to the geometric ð23Þ
control of machined parts. The standard uncertainty related to s(DCIR) and s(DCYL)
The present paper proposes alternative mathematical can be calculated as shown in Eq. (24).
models that are easy to understand and simple to be s
sðDCIR Þ ¼ sðDCYL Þ ¼ pffiffiffi ð24Þ
implemented, to popularize the uncertainty calculation n
during circularity and cylindricity deviation measurements.
This new formulation is presented in Eqs. (18) and (19). where s is the standard deviation of the deviation readings
and n is the total number of measurement cycles.
DCIR ¼ DsðDCIR Þ þ DPmax þ DPmin ð18Þ The correction due to the CMM resolution is given by
DCYL ¼ DsðDCYL Þ þ DPmax þ DPmin : ð19Þ Eq. (25).
These equations take into account the variability of the R
uðDRÞ ¼ pffiffiffi : ð25Þ
circularity deviations (Ds(DCIR)) or cylindricity deviations 2 3
(Ds(DCYL)), considering the n measurement cycles and the The correction due to errors of the CMM probing system
corrections associated with the furthest point in relation to is given by Eq. (26).
the centre (Pmax ) and the point least distant from the centre
EA
(Pmin ). uðDEAÞ ¼ pffiffiffi : ð26Þ
On the other hand, the uncertainty of those two points 6
is a function of: corrections associated to the CMM The correction due to the uncertainty associated with the
resolution (DR); errors of the CMM probing system CMM indication system is given by Eq. (27).
(DEA); uncertainty associated with the CMM indication sffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
ffi
system (DI); corrections associated with the difference DIðxÞ 2 DIðyÞ 2 DIðzÞ 2
uðDIÞ ¼ þ þ ð27Þ
between coefficients of thermal expansion of the scale kðxÞ kðyÞ kðzÞ
and workpiece (Da); corrections due to the distancing of
The correction due to difference between coefficients of
the temperature in relation to 20 C (DT20); and cor-
thermal expansion of the scale and workpiece is given by
rections due to temperature variation during measurement
Eq. (28).
(DdT).
Where aE is the coefficient of thermal expansion of the
DPmax ¼ DPmin ¼ DR þ DEA þ DI þ LDaDT20 þ LDadT scale and ap is the coefficient of thermal expansion of the
ð20Þ workpiece.
L is the CMM indication and can be calculated by 0:01ðaP aE Þ
uðDaÞ ¼ pffiffiffi : ð28Þ
Eq. (21), where Xi, Yi and Zi are the coordinates of the 3
point, Pmax and Pmin, respectively.
qffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi Both variables related to room temperature variation
L ¼ Xi2 þ Yi2 þ Zi2 ð21Þ were measured using the same measurement system.
Therefore, they were treated as correlated.
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3 Methodology
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Table 1 Diameters of the features measured in the tests Circularity deviation uncertainty
Measurand Diameter (mm) 8 uc Up
Uncertainty (µm)
6
Feature 1 8.008 0.004
Feature 2 19.936 0.016 4
Feature 3 47.953 0.013
Feature 4 67.957 0.005 2
0
1 2 3 4
Table 2 Circularity and cylindricity deviations Feature
Measurand Circularity deviation (lm) Cylindricity deviation
Fig. 4 Uncertainties for the circularity deviation measurements
(lm)
Mean Standard deviation Mean Standard deviation
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Uncertainty (µm)
6
4
4
2
2
0
1 2 3 4
Feature 0
1 2 3 4
Fig. 5 Uncertainties for the cylindricity deviation Feature
6 Conclusions In all cases, the CMM probing error and the reading
variability had the strongest influence on the final uncer-
The simplified models proposed in this paper have proved tainty values.
to be viable and of easy application to evaluate circularity The expanded uncertainty values were between 4.5 and
and cylindricity deviation uncertainty measurement. 6.3 lm for circularity deviation, whereas for cylindricity
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deviation they varied between 4.6 and 6.6 lm. In both 13. Cavalcante FJN (2010) Análise de Utilização de Broca Escalo-
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