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4 SP1
Manual Alignments with CAD
Training Manual
YDT0056_B1
Contents
1 Prerequisites 1
2 Purpose of Alignments 1
2.1 Six Degrees of Freedom ........................................................................................ 2
2.2 Primary, Secondary & Tertiary Datums .................................................................. 2
2.3 Location Fixture for a Cubic Part............................................................................ 3
2.4 Locating the Part in a Fixture ................................................................................. 3
2.5 Plane Line Point Analogy....................................................................................... 4
3 Create New Inspection Program 5
4 Plane Line Point Alignment 9
5 Plane & Two Circles Alignment 19
6 Cylinder Plane Circle Alignment 27
7 Three Plane Alignment with CAD wizard 37
8 Six Point Alignment 41
2 Purpose of Alignments
In this guide you will learn the importance and purpose of aligning the datum point within
CAMIO to the datum point of the part. You will also learn the skills required to create a
manual alignment on a part using various features. This is a pre-requisite for the more
accurate automatic alignments, and must not be used as a replacement.
When placed on the CMM table, a part's position and orientation to the CMM is unknown and
must be established before any automatic dimensions can be reported. The same is true
when you measure a part manually, you must align the part to the surface you are using to
locate the part, e.g. a surface table or a box plate. If you do not align the part, any
measurements that you take will be relative to either the CMM’s axes or worse still, the last
axis system that CAMIO remembers! The figure below shows a 3 dimensional view of the
capability part mis-aligned to the CMM axes.
For example, if CAMIO is restarted and you use the Measure Circle command to measure a
hole
on the Z face, you are actually measuring an ellipse. This would result in the incorrect
diameter and hole co-ordinates being produced.
These six degrees of freedom can be further sub divided into three categories known as
primary, secondary and tertiary.
Calibration: Save the probe and sphere calibration programs in this folder.
Model: Save any model files for this project in this folder.
Program: Store the measurement program in this folder.
Output: Use this folder as output folder for the reports.
When saving a program, multiple files will be created, each containing different information
pertaining to the program. These will be created as needed, so may not all appear in your
Calibration / Programs folder. For a program called "Program_Name", the following files will
be created.
• Program_Name.DMI - The DMIS Code created during programming.
• Program_Name.DMI.$ACT - Allows the program to be continued from the previous
project, if selected from the Advanced window of the Open Inspection dialog. This
saves previous actual measurements and program position.
• Program_Name.OUT - The actual measurements and tolerances recorded from the
DMIS program.
• Program_Name.BTC - A text file holding all the information and settings entered
using the Open Inspection dialog box.
• Program_Name.RES - Results of the tolerance outputs, shown in the Output window
in CAMIO.
• Program_Name.RTF - A rich-text format of the tolerance outputs, preserving text
colour.
• Program_Name.RPTX - An XML file which stores all the information required to build
the graphical report.
For a full list of file types associated with CAMIO, press F1 to open the help, and search for
"File Types".
2. In the inspection dialog box which opens select the Default template, the relevant
operation mode (Online = With physical or virtual CMM, Offline = Without a CMM
present) and Auto-Run program. By auto-running the program the parameters created by
the default template are automatically applied. This guide assumes you have access to a
CMM, and will run in online operation.
3. Browse to C:\LK to store your program using the browser in the New program
name group. Give the program a relevant name, for example "Training_Basic_Inspection"
and click Open in the browser window.
4. To use a model, select the Use Model File checkbox. Browse to the location of your CAD
model using the browser and select the CAD model for your part. For this example
we will be using the 2nd iteration of the CAPBLOCK model, called Capblock_2.
File Browser - Opens the file browser to define the location of your CAD
model or program.
Options - Allows the selection of operation mode, and whether the
program should run on opening.
5. Click OK in the New Inspection dialog box to create the program. Check that it runs to the
PAUSE step. The CAD model will be displayed in the Model window.
If the CMM is also shown in the model window it will often obscure the CAD model. To
remove this, open the machine display options menu and toggle the aspects of the
machine you wish to hide. For best results leave the machine as visible, but hide the Quill
and Quill Cover.
6. With the program still at the PAUSE step, recall any sensors to be used in the program.
Select your calibrated sensors from the Sensors window, right click and click Recall.
These settings will be added to the Program window as before.
For this exercise recall the "PAA1_TP20_2x20" probe definitions at 5 perpendicular
angles.
7. Select the first probe to be used in the program by right clicking and clicking Select from
the context menu that appears. This informs CAMIO of which sensor is currently attached
to the CMM. For this exercise select A0.0_B0.0_PAA1_TP20_2x20.
5 RECALL entries will be added into the program window followed by a SNSLCT, all
before the PAUSE step.
8. Save the program . Your basic inspection is now set up to allow measurement of your
part. When creating a new program in the following sections of this guide use the steps
described above.
9. When creating a program, you may wish to alter the programming mode. You can select
another mode from the status bar, if it is appropriate to the inspection program.
Depending on the mode, the commands you create in the dialog boxes may be executed
when you click OK, and may be inserted in your program if successfully executed.
Command Yes No
The drawing below shows a part marked with the Datum’s A, B and C.
Datum A will be used as the primary datum. This datum can be set by the measurement of a
plane.
This plane can then be used to control the X and Y axis rotation and the Z origin.
Datum B will be used as the secondary datum . This datum will be set by the measurement
of a line
This line can then be used to control the X axis rotation and Y origin.
Datum C will be used as the tertiary datum. This will set by the measurement of a point.
This point can then be used to set the X origin.
1. Create a basic inspection program as described in the Create Basic Program (see
"Create New Inspection Program" on page 5) section. A suggested name for this
program is "Training_Alignment_PlaneLinePoint".
2. If the program being created is to be used by another operator, touch point instructions in
the form of pictures and warnings may be used to ensure the correct touches are made.
3. To add a text prompt to the program, navigate to the Tolerance tab and select Text from
the Output Tools section.
4. In the dialog box that opens, select Operator Prompt and enter a message to send to the
operator. For this example, type "Take 3 points on the top face".
5. Click OK to add the prompt to the program. The prompt will then appear in the centre of
the CAMIO window. Click OK to continue with programming.
6. To show the location of the points to be taken, create a floating picture prompt. Navigate
to the Tolerance tab and select Float from the Output Tools section.
7. In the dialog box which opens, press the ellipsis button in the Background Picture group.
Use the file explorer which opens to navigate to an appropriate instructional picture. For
example, the image used later in this guide. Click Open.
Note that pictures must be in the format of .bmp, .ico, .wmf, .emf, .jpg or .gif to be
opened.
8. Set the display option to Wait for user response and click Run. The image will then show
in the centre of the CAMIO window. Click OK in the new window to close the picture
prompt and continue the program.
9. Set the primary axis and origin from the inspection of a plane, shown as datum A in the
drawing above. To do this navigate to the Tactile tab, and select Plane from the 3D
Features section.
Pick the primary plane of the model in the model window, as shown below. This plane will
control the Z-axis and Z origin.
10. In the Properties window change the name of the plane from PLN001 to something more
appropriate such as "Datum_A_Manual".
11. Add the code to the program by click the Apply button in the ribbon toolbar.
Take 3 points on the primary plane using the CMM handbox. When taking points, ensure
points are taken over a large area of the entire plane to reduce any misalignments
caused by local deformities. Suggested touch points are shown below. If you made an
incorrect touch point (e.g. collided with another feature) you can remove the last touch
point taken with the downwards facing arrow and re-take the point.
When finished the plane will be drawn in the model window, likely not aligned to your
CAD model, this is to be expected.
12. Navigate to the Alignment tab and select 3-2-1 Alignment from the Basic section. In the
Create Datum dialog box that appears set the axis alignment and origin for the primary
axis as shown in the dialog box below.
Set datum label to "Man-pri" as this datum contains only the primary feature.
Set the primary label to "Man_A" and feature to "Datum_A_Manual", which you just
created. Existing features can be selected from a drop-down menu by pressing the
downwards facing arrow.
Set the axis of the feature to +Z and origin to Z.
Ensure the Secondary and Tertiary features are disabled.
Click OK.
The primary datum has now been set, so the plane will be aligned to the top of CAD
model correctly. As the secondary and tertiary datums are not set it will not be aligned in
the X or Y axis.
13. Set the secondary axis and origin from the inspection of a line, shown as datum B in the
drawing above. Navigate to the Tactile tab and select Line from the 2D Features section.
Pick a line on the secondary axis as shown below. This line will be used to set the X-axis
and Y origin.
To change the direction of the line navigate to the Grid window. If this is not visible,
enable it by opening the drop-down View menu in the top right corner of CAMIO and
selecting Report Grid. With your line selected press the directions button to
cycle between the possible combinations of normal and line directions. The desired
combination is I=1 and Normal j = 1.
Important note: To correctly set the Y-origin, the touch points must be made on the Y
face of the model, and the normal line must be facing positive Y. The normal direction
can be changed by opening the change direction dialog box in the Properties window and
selecting the +Y option. If the normal is facing +Z then the Y origin will not be set
correctly and the alignment will fail.
14. Navigate to the Properties window, set the name to something more appropriate such as
"Datum_B_Manual". Apply the code to your program as before.
15. A Measure Feature dialog box will appear at this point. Take 2 points along the line on
the Y-face with the CMM handbox. When taking points on a line, the first sets the origin,
and second sets the direction. Ensure that points are taken in the correct direction for
your line, as shown in the numbered suggestion below.
16. Repeat the alignment using "Datum_B_Manual" to set the X axis and Y origin.
Set the datum name to "Man-Sec"
Set the primary datum point as before.
Set the secondary label to "Man_B", and feature to "Datum_B_Manual". Existing features
can be selected from a drop-down menu by pressing the downwards facing arrow.
Set the secondary axis to +X and origin to Y.
Ensure the Tertiary feature is disabled.
Click OK.
The line will now align to the +X axis as shown on the CAD model. The secondary datum
has now been set, but not the tertiary, so the line can't be correctly drawn along the
X-axis.
17. Set the tertiary origin from the inspection of a point, shown as datum C on the drawing
above. Navigate to the Tactile tab and select Point from the 2D Features section.
Pick a point on the CAD model to set the datum as shown below. This point will control
the X-axis origin.
18. Set the point name to something more appropriate such as "Datum_C_Manual" and add
the code to the program by pressing Apply.
19. At this point a Measure Feature dialog box will appear. Take one touch over the point
using the CMM.
20. Repeat the alignment and origin for all three axis, using:
Set the datum name to "Man_Ter"
Set the primary and secondary datum point as before.
Set the tertiary label to "Man_C" and feature to "Datum_C_Manual".
Set the tertiary origin to X.
Click OK.
21. Your plane line point alignment is now complete. The measured features should map with
the nominal features as shown below.
The drawing below shows a part marked with the Datums A, B and C.
Datum A will be used as the primary datum. This datum can be set by the measurement of a
plane.
This plane can then be used to control the Y & Z axis rotation and the X origin.
Datum B will be used as the secondary datum. This datum will be set by the construction of a
line between circles C1 and C2.
This line can then be used to control the X axis rotation.
Datum C will be used as the tertiary datum. This will set by the measurement of circle C1.
This circle can then be used to set the Y & Z origin.
1. Create a new program as described in the Create Basic Program (see "Create New
Inspection Program" on page 5) section. A suggested name for this program is
"Training_Alignment_Plane2Circles".
2. Set the sensor approach and retract values to 1mm as you will be measuring small
diameter circles in this exercise. Select sensor "A90.0_B0.0_PAA1_TP20_2x20" as you
will be measuring features on the back plane of the capabilities block.
3. To orient the CAD model correctly, press the back view button in the Model
window. Right click and drag the mouse down in the model window until features on the
back face are clearly visible.
4. If the program being created is to be used by another operator, touch point instructions in
the form of pictures and warnings may be used to ensure the correct touches are made.
5. To add a text prompt to the program, navigate to the Tolerance tab and select Text from
the Output Tools section.
6. In the dialog box that opens, select Operator Prompt and enter a message to send to the
operator. For this example, type "Take 3 points on the back face".
7. Click OK to add the prompt to the program. The prompt will then appear in the centre of
the CAMIO window. Click OK to continue with programming.
8. To show the location of the points to be taken, create a floating picture prompt. Navigate
to the Tolerance tab and select Float from the Output Tools section.
9. In the dialog box which opens, press the ellipsis button in the Background Picture group.
Use the file explorer which opens to navigate to an appropriate instructional picture. For
example, the image used later in this guide. Click Open.
Note that pictures must be in the format of .bmp, .ico, .wmf, .emf, .jpg or .gif to be
opened.
10. Set the display option to Wait for user response and click Run. The image will then show
in the centre of the CAMIO window. Click OK in the new window to close the picture
prompt and continue the program.
11. Set the primary axis and origin from the inspection of a plane, shown as datum A in the
drawing above. To do this navigate to the Tactile tab, and select Plane from the 3D
Features section.
Pick the primary plane of the model in the model window, as shown below. This plane will
control the X-axis and X origin.
12. In the Properties window change the name of the plane from PLN001 to something more
appropriate such as "Datum_A_Manual".
13. Add the code to the program by pressing the Apply button in the ribbon toolbar.
Take 3 points on the primary plane using the CMM handbox. When taking points, ensure
points are taken over a large area of the entire plane to reduce any misalignments
caused by local deformities. Suggested points are shown below. If you made an incorrect
touch point (e.g. collided with another feature) you can remove the last touch point taken
with the downwards facing arrow and re-take the point.
When finished the plane will be drawn in the model window, likely not aligned to your
CAD model, this is to be expected.
14. Navigate to the Alignment tab and select 3-2-1 Alignment from the Basic section. In the
Create Datum dialog box that appears set the axis alignment and origin for the primary
datum as shown in the dialog box below.
Set datum label to "Man-Pri" as this datum contains only the primary feature.
Set the primary label to "Man_A" and feature to "Datum_A_Manual", which you just
created. Existing features can be selected from a drop-down menu by pressing the
downwards facing arrow.
Set the axis of the feature to -X and origin to X.
Ensure the Secondary and Tertiary features are disabled.
Click OK.
The primary datum has now been set, so the plane will be aligned to the face of CAD
model correctly. As the secondary and tertiary datums are not set it will not be aligned in
the Z or Y axis.
15. Set the secondary axis from a line constructed from two circles. To do this navigate to the
Tactile tab and select Circle from the 2D Features section.
16. Add the code to the program by pressing the Apply button in the ribbon toolbar. Navigate
to the Properties window, and change the name of CIR002 to "Datum_C_Manual",
A Measure Feature dialog box will appear at this point. Take 3 points on the inside of
circle 1, then circle 2. Ensure that points are being taken from a depth of at least the
probe's radius, so the outermost edge of the ruby is coming into contact with the circle to
be measured.
17. Construct a line between the two circles. Navigate to the Construct tab and select Line
from the 2D Features section. To construct a line from the two circles, select CIR001
from the Explorer window, and drag it into the Construction Wizard window (shown
below). Repeat with CIR002. In the Properties window, rename the line to
"Datum_B_Constructed".
The order of the circles is important, as the first sets the origin of the line, and second
sets the direction. By ordering the circles in this manner, the constructed line will point in
the +Y direction.
Ensure the line style is Best Fit and press the green check mark to construct the line.
18. Navigate to the Alignment tab and select 3-2-1 Alignment from the Basic section. In the
dialog box that opens set the axis alignment with regards to Datum A, B & C as follows:
Set the Datum label to Man-Ter.
Set the Primary label to "Man_A" and feature to "Datum_A_Manual". This is aligned
along the -X axis and marks the X origin. Existing features can be selected from a
drop-down menu by pressing the downwards facing arrow.
Set the Secondary label to "Man_B" and feature to "Datum_B_Constructed". This is
aligned along the +Y axis and does not mark an origin.
Set the Tertiary label to "Man_C" and feature to Datum_C_Manual. This marks the Y & Z
origin.
Click OK.
19. Your plane and two circles alignment is now complete. The measured features should
map with the nominal features as shown below.
Note: The reference axis do not appear at the CAD origin as they do with a 3-plane or
plane-line-point alignment. Instead the reference axis is shown at the X & Y origin
CIR002. To view more clearly, you may disable nominal and measured features from the
Attributes Display Options menu or uncheck all boxes in the Explorer window.
The drawing below shows a part marked with the Datum’s A, B and C.
Datum A will be used as the primary datum. This datum can be set by the measurement of a
cylinder.
This cylinder can then be used to control the X and Z axis rotation, and the X and Z origin.
Datum B will be used as the secondary datum. This datum will be set by the construction of a
line between the cylinder (Datum A) and circle.
This line can then be used to control the Y axis rotation.
Datum C will be used as the tertiary. This will set by the measurement of plane.
This plane can then be used to set the Y origin.
1. Create a basic inspection program as described in the Create Basic Program (see
"Create New Inspection Program" on page 5) section. A suggested name for this
program is "Training_Alignment_CylinderPlaneCircle".
2. Set the approach and retract distance to 1mm and A90.0_B90.0_PAA1_TP20_2x20 as
the sensor.
3. To orient the CAD model correctly, click the left view button in the model window.
Right click and drag the mouse down until features on the back face are clearly visible.
4. If the program being created is to be used by another operator, touch point instructions in
the form of pictures and warnings may be used to ensure the correct touches are made.
5. To add a text prompt to the program, navigate to the Tolerance tab and select Text from
the Output Tools section.
6. In the dialog box that opens, select Operator Prompt and enter a message to send to the
operator. For this example, type "Take 6 points in the cylinder, 3 at either end".
7. Click OK to add the prompt to the program. The prompt will then appear in the centre of
the CAMIO window. Click OK to continue with programming.
8. To show the location of the points to be taken, create a floating picture prompt. Navigate
to the Tolerance tab and select Float from the Output Tools section.
9. In the dialog box which opens, click the ellipsis button in the Background Picture group.
Use the file explorer which opens to navigate to an appropriate instructional picture. Click
Open.
Note that pictures must be in the format of .bmp, .ico, .wmf, .emf, .jpg or .gif to be
opened.
10. Set the display option to Wait for user response and click Run. The image will then show
in the centre of the CAMIO window. Click OK in the new window to close the picture
prompt and continue the program.
11. Set the primary axis and origin from the inspection of a cylinder, shown as datum A in the
drawing above. To do this navigate to the Tactile tab and select Cylinder from the 3D
Features section.
Pick the cylinder in the model window as shown below. This cylinder will control the Y
axis and Z X origins.
12. In the Properties window change the name from CYL001 to something more appropriate
such "Datum_A_Manual".
13. Add the code to the program by pressing the Apply button in the ribbon toolbar.
Take 3 points inside the cylinder in a circle, at a depth of at least the probe tip radius.
Take a further 3 touches in the same manner further down the cylinder, ensuring you
don't crash into the part. Ideally you should take the second set of touches at the
opposite end of the cylinder, though this is not possible with the current cylinder and
probe selected.
15. Navigate to the Alignment tab and select 3-2-1 Alignment from the Basic section. In the
Create Datum dialog box that appears set the axis alignment and origin for
Datum_A_Manual as shown in the dialog box below.
Set datum label to "Man-Pri" as this datum contains only the primary feature.
Set the primary label to "Man_A" and feature to "Datum_A_Manual", which you just
created. Existing features can be selected from a drop-down menu by pressing the
downwards facing arrow.
Set the axis of the feature to -Y and origin to X and Z.
Ensure the Secondary and Tertiary features are disabled.
Click OK.
The primary datum has now been set. Without a secondary and tertiary datum the part
may still be rotated around the Y axis or move back and forth along the Y-axis.
16. Set the Y origin from the inspection of a plane. Navigate to the Tactile tab and select
Plane from the 3D Features section.
17. In the Properties window change the name of the plane from PLN001 to something more
appropriate such as "Datum_C_Manual".
18. Add the code to the program by pressing the Apply button in the ribbon toolbar.
A Measure Feature dialog box will appear at this point. Take 3 points on the plane using
the CMM handbox. When taking points, ensure points are taken over a large area of the
entire plane to reduce any misalignments caused by local deformities. A suggested
spread of points is shown on the CAD model below.
19. Repeat the alignment and origin for the plane using Datum_C_Manual to set the Y origin.
Set the datum name to "Man-Sec"
Set the primary datum point as before.
Set the secondary label to "Man_C", and feature to "Datum_C_Manual".
Set the secondary axis to None and origin to Y.
Ensure the Tertiary feature is disabled.
Click OK.
20. Set the secondary axis from a line constructed from the cylinder and a circle. This line will
set the Z axis. Navigate to the Tactile tab and select Circle from the 2D Features section.
Pick the circle shown as C1 at the top of this section, and on the CAD model below.
21. Set the circle name to something appropriate such as "Man-Circle", and add the code to
the program by pressing Apply.
22. A Measure Feature dialog box will appear at this point. Take 3 points on the inside of
the circle. Ensure that points are being taken from a depth of at least the probe's radius,
so the outermost edge of the ruby is coming into contact with the circle to be measured.
23. Navigate to the Construct tab and select Line from the 2D Features section. The
Construction Wizard window will open. From the Explorer window, drag
"Datum_A_Manual" into the Construction Wizard window, then "Man-Circle". These
features must be added in this order, as the cylinder gives the origin of the line, and circle
gives the direction of the line.
In the Properties window, rename the line to "Datum_B_Constructed". Ensure the line
style is Best Fit and press the green check mark to construct the line.
24. Repeat the alignment and origin for the plane using Datum_B_Constructed to set the Z
axis.
Set the datum name to "Man-Ter"
Set the primary datum point as before.
Set the secondary datum label to "Man_B" and feature to "Datum_B_Constructed".
Set the secondary axis alignment to +Z and deselect any origin.
Set the teriary datum label to "Man_C" and Feature to "Datum_C_Manual".
Set the tertiary origin to +Y.
Click OK.
25. Your Cylinder Plane Circle alignment is now complete. The CAD reference axis is shown
in the centre of the cylinder. To enable easier viewing of the reference axis navigate to
the explorer window and deselect all measured features to hide them from the model
window.
3. When the 3 planes wizard is opened, 3 planes will be created, centered on the machine
origin. Pick the Z, Y and X planes in sequence to set the nominal planes.
4. In the Program window, select the first plane, labeled [A]. Rename this plane to
"Datum_A_Manual" in the Properties window. Repeat for [B] (Datum_B_Manual) and [C]
(Datum_C_Manual).
5. Add the code to the program by pressing the Apply button in the ribbon toolbar.
Take 3 points on the feature named Datum_A_Manual. Repeat for datums B & C when
directed to by each dialog box. When taking points, ensure points are taken over a large
area of the entire plane to reduce any misalignments caused by local deformities.
Suggested touch points are highlighted in red on the CAD model below.
6. After all points have been taken the DMIS code for each feature measurement and
alignment will automatically be added to the program. The alignment is now complete.
Nominal planes should align with your measured planes as in the image below.
1. Create a new program as described in Create Basic Program (see "Create New
Inspection Program" on page 5).
2. Navigate to the Tactile menu and select Point from the 2D Features section.
3. Pick 6 points on the CAD model as shown in the image above. 3 on the Z face, 2 on the
Y face and 1 on the X face. Press Apply to add the touches to your program.
Use the CMM handbox to take the 6 points in the order you placed them on the CAD
model.
5. Navigate to the Alignment tab and select Six Point Best Fit from the Basic section.
6. In the dialog box that opens, change the datum name to "Manual Six Point" by typing in
the first text box. With feature "PNT001" selected from the drop down menu click the Add
button. Repeat this until all 6 points are added. Ensure the Iterate checkbox is cleared
and click OK.
Datum name - Enter "Manual Six Point"
Feature List
7. The alignment is now complete. All six points taken will map closely with the points
marked on your CAD model, as shown below.
8. If desired, the above method can be used with more than six features for a better fit. It is
highly recommended that a manual six point alignment is followed up with an automatic
six point alignment using iterative measurements.
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