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Camio 8.

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

Manual Alignments with CAD YDT0056_B1 i


1 Prerequisites
This guide assumes you are have previously created and calibrated a probe at 5
perpendicular angles for part inspection.
This guide assumes you know how to take touch points with a CMM.
This guide assumes you have a CAD model for the part you will be measuring.

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.

Component axis system

CMM's axis system

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.

Manual Alignments with CAD YDT0056_B1 1


Purpose of Alignments

2.1 Six Degrees of Freedom


When fixturing a component, the rules are that you must constrain the six degrees of
freedom of the part, i.e. three linear and three rotational movements, see the figure below.

These six degrees of freedom can be further sub divided into three categories known as
primary, secondary and tertiary.

2.2 Primary, Secondary & Tertiary Datums


When creating a fixture or axis system you need to divide the alignment features into an
order of precedence.
Primary represents the feature used as the first datum for the part and is unique, i.e. it is not
related to or controlled by any other feature.
Secondary represents the second datum feature which is always assumed to be normal (at
right angles) to the primary feature but is freely rotating about the axis of the primary feature.
Tertiary represents the third datum feature and is always assumed to be normal to the
secondary and primary features. As a result of this control, the tertiary datum is more of a
positional datum than an rotational datum.

2 YDT0056_B1 Manual Alignments with CAD


Purpose of Alignments

2.3 Location Fixture for a Cubic Part


So a simple fixture to locate, say a cube, has to provide a means of preventing these
movements. For example, 3 pads for the part to rest on and stop the up/down movement.
Two pins to stop the left/right (or rotational) movement and a single pin to stop the
forward/backward movement.

3 point location to support the part and prevent vertical movement

2 point location support to prevent part lateral movement

1 point location to prevent longitudinal movement

2.4 Locating the Part in a Fixture


When the part is placed in the fixture (image below) and pushed against the pins, it is
securely located and ready for inspection (assuming that the base plate lies in the reference
plane).

Manual Alignments with CAD YDT0056_B1 3


Purpose of Alignments

2.5 Plane Line Point Analogy


So that you can align the parts using CAMIO you are provided with a suite of commands that
emulate this function. As an analogy, we will use the plane-line-point alignment described in
this section. Aligning the Z plane is similar to mounting the part on a 3 point location (primary
datum), Aligning a line uses two points to stop the part from rotating (secondary datum) and
aligning a point acts as an end stop (tertiary datum). See the image below for visual
representation.

3 points to create a plane feature.

2 points to create a line feature.

1 point to create a point feature.

4 YDT0056_B1 Manual Alignments with CAD


Create New Inspection Program

3 Create New Inspection Program


It is advisable to make the following folder structure for every model/project you want to
measure. These should be stored within the C:\LK folder for reuse or communal access. If
you store your programs on a network server, always make a local copy when running the
program. CAMIO is continually writing to output files and reading from .btc files when being
opened. Running the program over a network can cause permissions errors or cause the
program to run very slowly.

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".

Manual Alignments with CAD YDT0056_B1 5


Create New Inspection Program

1. Open the file menu and select New Program.

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.

Use Template - Select Default for this exercise.

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.

6 YDT0056_B1 Manual Alignments with CAD


Create New Inspection Program

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.

Manual Alignments with CAD YDT0056_B1 7


Create New Inspection Program

The following modes are available:

Mode Command Command Notes


executed? inserted?

Command Yes No

Teach Yes Yes

Insert No Yes For inserting single


commands. Not intended
for inserting blocks of
commands or for building a
program.

8 YDT0056_B1 Manual Alignments with CAD


4 Plane Line Point Alignment
This guide will take you through the steps required to manually create a Plane-Line-Point
alignment, using a CAD model.

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.

Manual Alignments with CAD YDT0056_B1 9


Plane Line Point Alignment

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.

10 YDT0056_B1 Manual Alignments with CAD


Plane Line Point Alignment

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.

Manual Alignments with CAD YDT0056_B1 11


Plane Line Point Alignment

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.

12 YDT0056_B1 Manual Alignments with CAD


Plane Line Point Alignment

A Measure Feature dialog box will appear at this point.

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.

Manual Alignments with CAD YDT0056_B1 13


Plane Line Point Alignment

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.

14 YDT0056_B1 Manual Alignments with CAD


Plane Line Point Alignment

Note that there are two arrows created


here, one facing along the line, one
perpendicular.
The arrow facing along the line is the
line direction, and will control the
X-axis. This must be facing in the +X
direction.
The arrow facing perpendicular is the
line normal. This is the direction from
which the probe should approach the
model.

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.

Manual Alignments with CAD YDT0056_B1 15


Plane Line Point Alignment

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.

16 YDT0056_B1 Manual Alignments with CAD


Plane Line Point Alignment

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.

Manual Alignments with CAD YDT0056_B1 17


Plane Line Point Alignment

Click OK.

21. Your plane line point alignment is now complete. The measured features should map with
the nominal features as shown below.

18 YDT0056_B1 Manual Alignments with CAD


5 Plane & Two Circles Alignment
This guide will take you through the steps required to manually create a Plane-Two-Circles
alignment, using a CAD model.

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.

Manual Alignments with CAD YDT0056_B1 19


Plane & Two Circles Alignment

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.

20 YDT0056_B1 Manual Alignments with CAD


Plane & Two Circles Alignment

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.

Manual Alignments with CAD YDT0056_B1 21


Plane & Two Circles Alignment

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.

22 YDT0056_B1 Manual Alignments with CAD


Plane & Two Circles Alignment

A Measure Feature dialog box will appear at this point.

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.

Manual Alignments with CAD YDT0056_B1 23


Plane & Two Circles Alignment

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.

Pick the first and second circle as shown below.

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

24 YDT0056_B1 Manual Alignments with CAD


Plane & Two Circles Alignment

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.

Manual Alignments with CAD YDT0056_B1 25


Plane & Two Circles Alignment

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.

26 YDT0056_B1 Manual Alignments with CAD


6 Cylinder Plane Circle Alignment
This guide will take you through the steps required to create a manual Cylinder/Plane/Circle
alignment, using a CAD model.

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.

Manual Alignments with CAD YDT0056_B1 27


Cylinder Plane Circle Alignment

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.

28 YDT0056_B1 Manual Alignments with CAD


Cylinder Plane Circle Alignment

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.

Manual Alignments with CAD YDT0056_B1 29


Cylinder Plane Circle Alignment

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.

30 YDT0056_B1 Manual Alignments with CAD


Cylinder Plane Circle Alignment

14. A Measure Feature dialog box will appear at this point.

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.

Manual Alignments with CAD YDT0056_B1 31


Cylinder Plane Circle Alignment

16. Set the Y origin from the inspection of a plane. Navigate to the Tactile tab and select
Plane from the 3D Features section.

Pick the Y plane as shown below.

17. In the Properties window change the name of the plane from PLN001 to something more
appropriate such as "Datum_C_Manual".

32 YDT0056_B1 Manual Alignments with CAD


Cylinder Plane Circle Alignment

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.

Manual Alignments with CAD YDT0056_B1 33


Cylinder Plane Circle Alignment

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.

34 YDT0056_B1 Manual Alignments with CAD


Cylinder Plane Circle Alignment

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.

Manual Alignments with CAD YDT0056_B1 35


Cylinder Plane Circle Alignment

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.

36 YDT0056_B1 Manual Alignments with CAD


7 Three Plane Alignment with CAD wizard
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_3Planes".
2. Navigate to the Tactile tab, and select 3 Planes from the Alignment section

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.

Initial plane placement Suggested plane placement

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).

Manual Alignments with CAD YDT0056_B1 37


Three Plane Alignment with CAD wizard

5. 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 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.

38 YDT0056_B1 Manual Alignments with CAD


Three Plane Alignment with CAD wizard

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.

Manual Alignments with CAD YDT0056_B1 39


8 Six Point Alignment
This guide will take you through the steps required to create a 6 point alignment, using a
CAD model.
A six point alignment is designed to align a part where you do not have any features, only
free-form surfaces. As such it is very useful in the automotive industry when testing body
panels. The nominal for each point is defined by hand, and then taken by hand, without any
reference features to guide the user. As such a manual six-point alignment is inaccurate and
should not be relied on as a final alignment. Once rough touch positions have been taken,
the alignment should be repeated in an automatic manner, which uses multiple iterations of
touch points to create an accurate alignment.
When creating a six point alignment, keep in mind the 3-2-1 method of alignment:
• The first three points should be widely distributed with co-directional normal vectors.
• The second two points should be widely spaced with co-directional normals, orthogonal
to the first set of points.
• The final point should be as orthogonal as possible to the previous two sets of points.
Six suggested touch points are shown on the CAD model 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.

Manual Alignments with CAD YDT0056_B1 41


Six Point Alignment

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.

4. A Measure Feature dialog box will appear at this point.

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

Iterate - Leave unchecked

42 YDT0056_B1 Manual Alignments with CAD


Six Point Alignment

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.

Manual Alignments with CAD YDT0056_B1 43


Copyright Nikon Metrology NV 2017. All rights reserved. The materials presented here are summary in nature and intended for general information only.

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