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In manufacturing, you can use gtols to specify the maximum allowable deviation from the exact size and shape specified by designers. This chapter describes how to create, modify, display, and delete geometric tolerances (gtols) in Drawing mode. Topic Introduction Using the Geometric Tolerance Dialog Box Getting Started Creating Geometric Tolerances Modifying Geometric Tolerances Deleting Geometric Tolerances Using the Pop-Up Menu Surface Finish Symbols
Introduction
Geometric tolerances provide a comprehensive method of specifying where on a part the critical surfaces are, how they relate to one another, and how the part should be inspected to determine if it is acceptable. When you store a Pro/ENGINEER geometric tolerance in a solid model, it contains parametric references to the geometry or feature it controls--its reference entity--and parametric references to referenced datums and axes. As a result, the system updates a gtol's display when you rename a referenced datum. In Assembly mode, you can create a gtol in a subassembly or a part. A gtol that you create in Part or Assembly mode automatically belongs to the part or assembly that occupies the window; however, it can refer only to set datums belonging to that model itself, or to components within it. It cannot refer to datums outside of its model in some encompassing assembly, unlike assembly-created features. For more information on creating gtols in Part or Assembly mode, see. You can use the geometric tolerance functionality in Drawing mode, Part mode, and Assembly mode; however, to create a gtol in Drawing mode, you must have a license for Pro/DETAIL.
Using the four tabbed pages of the Geometric Tolerance dialog box, you can perform the following tasks:
Specify the model in which to add the gtol and the reference entity, as well as place the gtol on the drawing (described in Specifying the Model). Specify the datum references and material conditions for a gtol, as well as the value and datum reference of a composite tolerance (described in Specifying the Datum References). Specify the tolerance value and the material condition (described in Specifying the Tolerance Value and Material Condition). Specify the gtol's symbols and modifiers, as well as the projected tolerance zone (described in Specifying Symbols and Modifiers).
The left side of the dialog box displays the gtol symbols available for selection. The next table shows the gtol types and the appropriate entities that you can reference. When you place the cursor on one of the gtol symbols, the type appears in the dialog box as balloon help and in the message status line. Geometric Tolerance Classes and Types
Type Class
Symbol
Reference Entity
Form
Straightness Flatness
Surface of revolution, axis, straight edge Plane surface (not datum plane)
Circularity Cylindricity
Profile
Line Surface
Orientation
Location
Runout
Circular Total
The following sections describe the purpose of each page of the Geometric Tolerance dialog box and the selections available in each.
Model--Specifies the model in which to add the gtol. You must explicitly select the model first. You can select the top model from the Model list or click Select Model to select a submodel. By default, the current gtol model is the current drawing model. Reference: To Be Selected--Specifies the reference entity type (edge, axis, surface, feature, datum, entity, or none). Select an item from the Type list or click Select Entity.
Note: Not all reference entity types are available for all gtol types. You must select a new entity whenever you change the entity type. The system does not allow you to complete the creation of a gtol until you select a reference entity. The reference entity is the geometry or feature that the gtol controls; you should not use it in place of a set datum or as an attachment type for the gtol.
Placement--Places the gtol in the drawing. Click Place Gtol and select an item from the Type list: o Dimension--Attaches the gtol to a dimension. The drawing setup file option ``gtol_dim_placement'' determines its location below the dimension (for more information, see Drawing Setup File Options). You can attach multiple gtols (stacked) to the same dimension, and they behave as a single tolerance when you manipulate the dimension symbol. o Datum--Attaches the gtol to a datum. If the gtol is already attached directly to a datum, the system selects this item for you. o Leaders--Attaches the gtol to multiple edges (including datum quilt edges) with leader lines or to dimension witness lines. o Free Note--Places the gtol anywhere on the drawing. In Part mode, you cannot display free gtols that were created in Drawing mode. You can use Free Note placement only when you have selected The Drawing from the Model list as the top model. o Normal Leader--Attaches the gtol to an edge along a leader line that is perpendicular to the selected edge. o Tangent Leader--Attaches the gtol to an edge along a leader line that is tangent to the selected edge, orienting the gtol text box at the same angle as the leader. o Other Gtol--Attaches the new gtol to an existing one (you cannot attach the existing gtol to a dimension). o Dim Related--Relates a gtol to specified dimension text. Select this item from the Type list; then select dimension text and a location relative to the text. To relate an existing free gtol to dimension text, choose TOOLS > Relate Dim (see Relating Detail Items to Dimension Text). o Make Dim--Creates a driven dimension and attaches the dimension to it. This dimension belongs to the drawing. The gtol appears in standard dimension format, but with the gtol instead of a dimension value. You can edit it by choosing Value from the MODIFY DRAW menu.
Datum References--Specifies the primary, secondary, and tertiary datum references for any gtol that permits datum references. Click Primary, Secondary, or Tertiary and select an item from the Basic and Compound lists. The lists contain the currently selected datum and all other datums in the current gtol model. If you want to select another set datum or axis, click Select. For basic and compound datum references, you can also specify a material condition by selecting an item from the Basic and Compound lists. Composite Tolerance--Creates a composite gtol. Type a value in the Value box and select the datum references to show from the Datum Reference list. Geometric Tolerance Dialog Box (Datum Refs Page)
Using the buttons on the Tol Value page of the dialog box, you can specify the tolerance value and material condition:
Tolerance Value--Specifies the tolerance value. Type a value in the Overall Tolerance box, or select the Per Unit Tolerance check box and type a value in the Value/Unit and Unit Length boxes (or Unit Area for some gtol types). Material Condition--Specifies the material condition.
MMC
RFS
RFS/Default
RFS, but does not show a symbol in frame Geometric Tolerance Dialog Box (Tol Value Page)
Using the buttons on the Symbols page of the dialog box, you can specify the gtol's symbols, modifiers, and the projected tolerance zone:
Symbols and Modifiers--Specifies the gtol symbols and modifiers. Select the Statistical Tolerance, Diameter Symbol, Free State, All Around Symbol, or Tangent Plane check box. Projected Tolerance Zone--Specifies the location of the projected tolerance zone. Select None, Below Gtol, or Inside Gtol. You can also specify the height of the projected tolerance zone by typing a value in the Zone Height box. Profile Boundary (available for Profile gtols only)--Specifies unilateral direction, bilateral direction, or both. The Flip side allows you to modify the profile direction. Geometric Tolerance Dialog Box (Symbols Page)
Getting Started
When you add a geometric tolerance (gtol) to a drawing, you can choose the model in which to place the gtol, or create a nonparametric graphical gtol within the drawing itself. However, before you can add a gtol to a drawing, you must have set datums and basic dimensions. Note: The Pro/ENGINEER File menu is not available during gtol creation.
A set datum plane, attached to a dimension, appears in a drawing only when you show the dimension to which it was associated. The system does not show a reference datum plane in a drawing unless it is perpendicular to the screen. How to Create a Reference Datum Using the Set Datum Command
1. Choose GEOM TOL > Set Datum; then select the datum plane or axis to set.
2. From the DATUM LOC menu, choose a command: o Dimension--Attaches the datum name to a dimension. o Geom Tol--Attaches the datum name to a selected gtol (this command is available if the drawing setup file option ``gtol_datums'' is set to an ISO or ASME value). o Default--Displays the datum name in its default location, at the end of the plane. 3. The system encloses the datum in a set datum symbol. If necessary, manipulate the set datum by choosing the following commands from the DETAIL menu: o Choose Move to adjust the ends of the set datum. o Choose Move Text to move the text box along the text line. o Choose Mod Attach to move the text box in two directions simultaneously: along the datum line and the text line. How to Create a Reference Datum Using the Datum Dialog Box
1. Choose DETAIL > Modify > Datum/Axis; then select the datum on the screen. 2. In the Datum dialog box, click -A- (set). The system encloses the datum in a feature
control frame. 3. Click OK to close the dialog box and save the change. How to Specify the Placement of a Set Reference Datum
1. Select In Dim and Pick Dim in the Datum dialog box.
2. Select a dimension in the model. The system places that set datum under the dimension on the screen. Note: If you set the drawing setup file option ``gtol_datums'' to ``STD_ASME'' or ``STD_ISO,'' you can also place a set datum on a gtol. Click In Gtol and Pick Gtol in the Datum dialog box; then select a gtol in the model.
3. Click OK to close the dialog box and save the change.
You can specify compound datums as reference datums for gtols, as shown in the following figure. Geometric Tolerance Symbol with a Compound Datum
frame. To select several dimensions, choose PICK MANY > Pick Box. Note: To change the dimensions back to their original status, choose GEOM TOL > Clear before exiting the menu.
3. Choose EXIT > Done.
How to Transform Existing Dimensions into Basic Dimensions Using the Modify Dimension Dialog Box
1. Choose MODIFY > Dimension. 2. Select dimensions; then choose GET SELECT > Done Sel.
3. In the Modify Dimension dialog box, select the Basic Dim check box. The system
encloses each dimension in a feature control frame. Note: To return the dimension to its original status, select the Basic Dim check box before exiting the dialog box. How to Use the GEOM TOL Menu to Set Inspection Dimensions According to the DIN Standard
1. Choose GEOM TOL > Inspect Dim.
2. Select dimensions. The system encloses the value of each selected dimension in an oval box, along with any associated text. Note: To change the dimensions back to their original status, choose GEOM TOL > Clear before exiting the menu.
3. Choose EXIT > Done.
How to Use the Modify Dimension Dialog Box to Set Inspection Dimensions
1. Choose MODIFY > Dimension. 2. Select dimensions; then choose GET SELECT > Done Sel. 3. In the Modify Dimension dialog box, select the Inspection Dim check box. The system
encloses the value of each selected dimension in an oval box, along with any associated text. Note: To return the dimension to its original status, select the Inspection Dim check box before exiting the dialog box. Inspection Dimension
1. Choose DETAIL > Create > Geom Tol > Make Target. 2. In the drawing, select a set reference datum defined by the datum targets. You can select
draft datum planes and axes as well. 3. Using the TARGET menu, do one of the following: o Choose Simple to contain the name of the referenced datum in the lower half of the datum target symbol. o Choose Diameter to select a dimension point for each datum point (shown in the top half of the datum target symbol). 4. Using the GET DTM PNT menu, do one of the following: o Choose Select Point to select a datum point in the drawing. o Choose Create Point to create a new datum point (see the Part Modeling User's Guide). 5. Select the location for the target.
To add a geometric tolerance (gtol) to a drawing, you may use two, three, or all four pages of the Geometric Tolerance dialog box, depending on the specific characteristics of the gtol you are creating. This section explains the general process for creating all gtols and presents an example. How to Add a Gtol to a Drawing
1. Choose DETAIL > Create > Geom Tol > Specify Tol. 2. In the Geometric Tolerance dialog box, specify the model in which to add the gtol (the
system selects Model Refs). By default, the current gtol model is the current drawing model. 3. Select the gtol type and the reference entity (the type of entity to which the gtol applies). 4. Click Place Gtol. If the gtol is attached directly to a datum, it appears (the system selects Datum for you from the Type list). Otherwise, select an item from the Type list and place the gtol in the drawing. Note: As you continue creating the geometric tolerance, the system updates it on the drawing. You can check your work as you go along and make corrections, if necessary. 5. Specify the datum reference(s) and material condition(s), if applicable. 6. Type a tolerance value and material condition, if applicable. 7. Specify symbols and modifiers, the profile direction, and the projected tolerance zone, if applicable. The completed gtol now appears in the drawing. 8. Do one of the following: o Close the dialog box and save the changes by clicking OK. The system clears the reference entity selection and placement information from the dialog box, but retains all other data. When you reenter Gtol Creation mode, it retains all commands in the previous session of gtol creation for the object in the current window. o Create another gtol by clicking New Gtol. o Delete the gtol from the model by choosing GEOM TOL > Clear to delete the gtol from the model. o Exit gtol creation mode and cancel the changes by clicking Cancel.
How to Indicate an ISO Standard Projected Tolerance Zone When Creating a Location/Position Gtol
1. After selecting the Location/Position button, specify referenced datums and their
material conditions.
2. Click Symbols at the top of the dialog box.
3. Do one of the following: o To indicate the projected tolerance zone and specify the height, select the Zone Height box and type a value. o To indicate the projected tolerance zone without specifying the height, placing it on a separate line below the gtol, select Below Gtol.
o o
To indicate the projected tolerance zone without specifying the height, placing it on the same line next to the gtol, select Inside Gtol. To specify no projected tolerance zone, select None.
The completed gtol appears with the specified projected tolerance zone. The following figure presents an example. Projected Tolerance Zone
How to Indicate a Standard Tolerance Applied to a Restricted Length for Parallelism and Perpendicularity
1. After selecting the Orientation/Perpendicularity or Orientation/Parallelism button,
3. Specify the tolerance value by doing one of the following: o To show only the gtol, without indicating the restricted length, specify a value in the Overall Tolerance check box. o To indicate the restricted length to which the tolerance applies, select the Per Unit Tolerance check box and type values in the Value/Unit and Unit Length or Unit Area boxes. To specify the ``per unit length or area'' of Form/Straightness and Form/Flatness gtols, indicate the restricted length to which the tolerance applies by selecting the Per Unit Tolerance check box and typing values in the Value/Unit and Unit Length boxes.
appears. If you set ``draw_models_read_only'' to ``no,'' and there are no assembly views on the current page, the Part command is the default in the Model list. If an assembly view is present, Assembly is the default. How to Create a Gtol in an Assembly Drawing
1. Choose GEOM TOL > Specify Tol. 2. In the Geometric Tolerance dialog box, select Assembly from the Model list of the
Example
Following the next procedure, use the characteristics and values given in this table to create a sample geometric tolerance. Sample Gtol Characteristics and Values
Value Characteristic
Entity
Hole
Tolerance Location
0.25
Material Condition
MMC
RFS/Default
RFS/Default
3. 4. 5. 6.
7. 8.
9.
system selects Model Refs). By default, the current gtol model is the current drawing model. Click Location/Position. Specify the type of entity to which the tolerance applies. Select Feature from the Reference Entity Type list; then click Select Entity to select the hole in the drawing. Click Place Gtol and select Dimension from the Type list. Select the hole's dimension. The gtol appears in the drawing below the dimension. Click Datum Refs at the top of the dialog box: o To specify the primary datum reference, click Primary; then select A and RFS (no symbol) from the Basic lists. o To specify the secondary datum reference, click Secondary; then select B and RFS (no symbol) from the Basic lists. Click Tol Value at the top of the dialog box and type [0.25] in the Overall Tolerance box. Select MMC from the Material Condition list. Click Symbols at the top of the dialog box. Select the Diameter Symbol check box to indicate that the tolerance value refers to a diameter zone; then select None as the projected tolerance zone. The completed gtol appears, as shown in the following figure. Click OK to close the dialog box and save the changes. Sample Gtol
Change the value of an individual material condition symbol. Add, replace, or remove a datum reference. Modify a gtol value. How to Modify the Value of an Individual Material Condition
2. Select a gtol. 3. In the Geometric Tolerance dialog box, click Datum Refs. 4. Click Primary, Secondary, or Tertiary (whichever is appropriate) in the Datum References box. 5. For a basic datum reference, select a material condition from the Basic list. For a compound datum reference, select a material condition from the Compound list. 6. The system updates the gtol on the screen. To close the dialog box and save the changes, click OK. How to Modify a Datum Reference to a Gtol
1. At the top of the Geometric Tolerance dialog box, click Datum Refs.
2. Do one of the following: o Add a new datum reference by converting an existing simple datum reference into a compound reference feature. Add a secondary or tertiary datum reference
clicking either Secondary or Tertiary. Select a datum reference from the Compound list. Specify a material condition, if needed. Replace a datum reference with another datum. Click Primary, Secondary, or Tertiary (whichever is appropriate) in the Datum References box; then select a different datum name from the Basic or Compound list. If the datum that you want to use is not on the list, click Select to select it in the drawing. Remove a datum reference. Click Primary, Secondary, or Tertiary in the Datum References box (whichever is appropriate); then select None from the Basic or Compound list.
2. In the drawing, select the value to change. 3. Type a value. The system updates the display to reflect the change. How to Modify a Gtol Value Using the Geometric Tolerance Dialog Box
1. Choose DETAIL > Modify > Geom Tol. 2. Select a gtol for modification. In the Geometric Tolerance dialog box, click Symbols. 3. Select the Zone Height check box and type a value. The system updates the display to
After adding a gtol as a note, you can modify it using either of the following methods:
Change the value of a gtol by choosing Value from the MODIFY DRAW menu; then type a new value for the gtol. Replace one gtol with another through text editing. If you type a new ``#'' when editing a note, the system replaces the old gtol with the one corresponding to the new ``#.'' To modify a gtol as text, choose Text Line or Full Note from the MODIFY DRAW menu.
If you place a gtol on a dimension in a part, and then create a drawing using that part, you must show the dimension in the drawing first; otherwise, the gtol does not appear. If a gtol is attached to a part dimension that the system cannot display in an assembly drawing, it does not display the gtol either.
You can use the Show/Erase dialog box to display gtols that were created in Assembly and Part modes. For more information, see Displaying Items.
Move them to a different location on the drawing sheet. Modify their attachment. Switch them to another view. Make jogs. Switch the leader type. Modify the text style. Redefine them. Edit the text. Erase and unerase them. Delete and undelete them.
For more information about the pop-up menu, see Modifying Items Using the Pop-Up Menu.
Generic
Machined
Unmachined
no_value
2. Using the GET SYMBOL menu, do one of the following: o Use Name to select a symbol from the namelist menu. This menu lists all of the symbols that are currently in the drawing. When symbols appear to have the same names, but are, in fact, from different symbol directories, the system identifies them in the SYMBOL NAMES menu with a number in parentheses (#). The oneline help for each name provides the name and path for each symbol. o Use Pick Inst to select a symbol by selecting any instance of the symbol in the drawing. o Use Retrieve to select a symbol by choosing one from a list of symbols on disk. Selecting UP brings you up one directory. Selecting another directory name brings you down to that directory. The menu name is the name of the current
directory. Unlike storing a symbol, you can retrieve one from anywhere you have read permission, both up and down the directory tree. 3. Choose one of these commands from the INST ATTACH menu: o Leader--Creates the symbol with a leader. Choose commands from the ATTACH TYPE menu (see Manipulating Leader Lines for more information). o Entity--Attaches the symbol to an entity (model edge or draft geometry). o Normal--Attaches the symbol to an edge, entity, or dimension. Positions it with the vertical reference pointing up. When attached to an edge at an angle, a yellow arrow indicates how to position it normal to the selected entity. o No Leader--Creates a symbol that is unattached. 4. Respond to the system prompts and menu commands for the commands you chose. 5. Type a value for the surface roughness. The system places the symbol on the drawing with the size relative to the default text height.
Surface finishes are associated with surfaces in the part, not the entities or views in the drawing. Each surface symbol applies to the entire surface. When you specify a surface finish for a surface that already has one, Pro/ENGINEER redefines the surface finish information in the part and replaces the old symbol with the new one. Just as you cannot display the same dimension in two different views, in Pro/ENGINEER, you cannot display the same surface finish in two views. How to Create a Surface Finish Symbol
1. Choose DETAIL > Create > Symbol > Instance > Retrieve > System Syms.
2. From the SYMBOLS menu, choose the surface finish directory, and select the surface finish symbol. Locate the symbol on the drawing. 3. Type the symbol height. 4. Specify groups to include in the symbols. For details, see Adjusting Instance Location. 5. Respond to the system prompts by typing the required data. The symbol appears on the screen. To adjust the symbol location, use the ADJUST INST menu. Choose Done.
The following table describes the groups that you can use to create a surface finish symbol. The first column indicates if it is an ANSI or ISO symbol, or both. Creating a Surface Finish Symbol
DESCRIPTION
ILLUSTRATION
ISO ANSI
MACHINED
ISO only
PROD_METHOD
ANSI only
ROUGH_ SPACE
ISO ANSI
SAMPLE_LEG
ISO only
OTHER_ROUGH
ANSI only
DESIGNATION
ISO ANSI
REMOVAL ALLOW
Material removal by machining that is required to produce the surface (mm or inch).
ISO ANSI
LAY
Designates direction of lay. The system supports the following types: PARALLEL--Approximately parallel to the line representing the surface to which the symbol is applied. PERP--Approximately perpendicular to the line representing the surface to which the symbol is applied. ANGULAR--Angular in both directions to the line representing the surface to which the symbol is applied. MULTI_DIR--Multidirectional. CIRCULAR--Approximately circular relative to the center of the surface to which the symbol is applied.
RADIAL--Approximately radial to the center of the surface to which the symbol is applied. NON_DIR--Nondirectional, or protuberant.
ISO ANSI
UNSPECIFIED
Basic surface texture symbol. You can produce the surface by any method, except when the bar or circle is specified.
ANSI only
WAVINESS
ISO ANSI
ROUGHNESS
Roughness rating indicates permissible roughness range (mm or inch). The system supports these types: AVERAGE--Roughness average rating. MAX_MIN--Maximum and minimum roughness average values.