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ASME Y14.5.1 2019

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ASME Y14.5.1-2019: Mathematical Definition of Dimensioning and Tolerancing Principles

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ASME 2019 101
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This Standard presents a mathematical definition of geometrical dimensioning and tolerancing consistent with the principles and practices of ASME Y14.5-2009, enabling determination of actual values. While the general format of this Standard parallels that of ASME Y14.5-2009, the latter document should be consulted for practices relating to dimensioning and tolerancing for use on engineering product definition and in related documentation.

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PDF Pages PDF Title
4 CONTENTS
9 FOREWORD
10 ASME Y14 COMMITTEE ROSTER
11 CORRESPONDENCE WITH THE Y14 COMMITTEE
12 Section 1 Scope and Definitions
1.1 SCOPE
1.1.1 Reference to Gaging
1.2 ASME Y14 SERIES CONVENTIONS
1.2.1 Mandatory, Recommended, Guidance, and Optional Words
1.2.2 Cross-Reference of Standards
1.2.3 Invocation of Referenced Standards
13 1.2.4 Parentheses Following a Definition
1.2.5 Notes
1.2.6 Acronyms and Abbreviations
1.2.7 Units
1.2.8 Figures
1.2.9 Precedence of Standards
1.3 REFERENCES
1.4 MATHEMATICAL NOTATION
1.4.1 Symbology
14 1.4.2 Algebraic Notation
1.5 DEFINITIONS
1.5.1 Actual Value
1.5.2 Candidate Datum
1.5.3 Candidate Datum Reference Frame
1.5.4 Candidate Datum Reference Frame Set
15 1.5.5 Candidate Datum Set
1.5.6 Conformance to a Geometric Tolerance
1.5.7 Cutting Surface
1.5.8 Derived Median Line
1.5.9 Derived Median Plane
1.5.10 Design Geometry
1.5.11 Direction Vector
1.5.12 Element, Circular
1.5.13 Element, Line
1.5.14 Engineering Data
1.5.15 Envelope, Actual Mating
1.5.16 Envelope, Actual Minimum Material
1.5.17 Feature
1.5.18 Feature of Size, External
1.5.19 Feature of Size, Internal
1.5.20 Half-Space
16 1.5.21 Perfect Form
1.5.22 Resolved Geometry
1.5.23 Size, Actual Mating
1.5.24 Size, Actual Minimum Material
1.5.25 Spine
1.5.26 Spine, Local Size
1.5.27 Surface of Support
1.5.28 Tolerance Zone
1.5.29 True Position
1.5.30 True Profile
1.6 SUMMARY OF CONVENTIONAL DESIGNATIONS
17 1.7 FORMAT
Figures
Figure 1-1 Example: Distance From a Point to a True Position Axis
Figure 1-2 Example: Cutting Surfaces to Evaluate Circular Runout
Tables
Table 1-1 Mathematical Symbology
18 Figure 1-3 Examples of a Planar Surface of Support
19 Section 2 General Tolerancing and Related Principles
2.1 SURFACE POINTS
2.2 DIMENSION ORIGIN
2.3 FEATURES OF SIZE
2.3.1 Limits of Size
20 2.3.2 Variation of Size
2.3.3 Actual Local Size Limits
21 2.3.4 Continuous Features of Size
22 2.3.5 Limits for Irregular Feature of Size (Type b)
2.3.6 Variation of Size Under Rule #1 for Irregular Features of Size
Figure 2-1 Irregular Features of Size (Type a), Collection of Features
Figure 2-2 Symbols Used in the Definition of Size
Figure 2-3 Conformance to Limits of Size, Internal Feature of Size
23 Figure 2-4 Examples of Surface Attributes Leading to Variations in the Derived Median Line
Figure 2-5 The Cutting Plane at a Point on a Local Size Spine, and Some of the Evaluation Lines in That Cutting Plane
Figure 2-6 Profile of a Surface Tolerance Describing an External IFOSb
24 Section 3 Symbology
25 Section 4 Datum Reference Frames
4.1 GENERAL
4.2 CONCEPTS
4.3 DEGREES OF FREEDOM
4.4 DATUM FEATURE SIMULATORS (THEORETICAL)
4.4.1 Datum Feature Simulator Requirements
26 4.5 CONSTRAINING DEGREES OF FREEDOM
4.5.1 Primary Datum Feature Types and Constrained Degrees of Freedom
4.5.2 Datum Feature Order of Precedence in a Datum Reference Frame
4.5.3 Partially Constrained Datum Reference Frame
4.5.4 Datum Reference Frames for Composite Tolerances
4.5.5 Customized Datum Reference Frames
4.6 TABULATION OF DATUM REFERENCE FRAMES
27 4.7 CANDIDATE DATUM SETS AND CANDIDATE REFERENCE FRAME SETS
4.7.1 Establishing a Candidate Datum Set
4.7.2 Types of Datum Features
4.7.3 Planar Datum Features
28 4.7.4 Datum Features of Size Referenced at RMB
4.7.5 Datum Features of Size Referenced at MMB
4.7.6 Datum Features of Size Referenced at LMB
29 4.7.7 Translation Modifier
4.7.8 Establishing a Candidate Datum Reference Frame Set
4.7.9 Conformance and Actual Value
4.7.10 Simultaneous Requirements
4.7.11 Alternate Stabilization Procedures
Table 4-1 Symbols for Datum Reference Frame Tables
30 Table 4-2 Point as Primary Datum (Spherical Datum Feature)
Table 4-3 Axis as Primary Datum (Cylindical Datum Feature)
31 Table 4-4 Plane as Primary Datum (Planar or Width Datum Feature)
Table 4-5 Coincident Axis and Point as Primary Datum (Conical Datum Feature)
Table 4-6 Axis and Plane as Primary Datum (Linear Extruded Shape Datum Feature)
Table 4-7 Axis Point and Plane as Primary Datum (Complex Datum Feature)
Table 4-8 Generic Invariant Cases
32 Figure 4-1 Example From Table 4-3 — Axis as Primary Datum
Figure 4-2 Example of Testing Whether a Plane Is a Valid Datum Plane
33 Figure 4-3 Tertiary Datum Feature Simulator Is Basically Located and Oriented
Figure 4-4 Example of Translation Modifier
34 Section 5 Tolerances of Form
5.1 GENERAL
5.2 FORM CONTROL
5.3 SPECIFYING FORM TOLERANCES
5.4 FORM TOLERANCES
5.4.1 Straightness
35 5.4.2 Flatness
36 5.4.3 Circularity (Roundness)
37 5.4.4 Cylindricity
38 Figure 5-1 Evaluation of Straightness of a Cylindrical Surface
Figure 5-2 Evaluation of Straightness of a Planar Surface
Figure 5-3 Illustration of Circularity Tolerance Zone for a Cylindrical or Conical Feature
39 Section 6 Tolerances of Orientation
6.1 GENERAL
6.2 ORIENTATION CONTROL
6.3 SPECIFYING ORIENTATION TOLERANCES
6.4 ORIENTATION TOLERANCE
40 6.4.1 Planar Orientation Tolerance Zone
41 6.4.2 Cylindrical Orientation Tolerance Zone
6.4.3 Linear Orientation Tolerance Zone
42 Figure 6-1 Planar Orientation Zone With Primary and Secondary Datum Planes Specified
Figure 6-2 Projection of Tolerance Vector Onto Primary Datum Plane
43 Figure 6-3 Cylindrical Orientation Zone With Respect to a Primary Datum Plane
Figure 6-4 Linear Orientation Zone Bounded by Parallel Lines
44 Section 7 Tolerances of Location
7.1 GENERAL
7.1.1 Material Condition Basis
7.1.2 Patterns of Features
7.2 POSITION TOLERANCING
45 7.2.1 In Terms of the Surface of a Feature
7.2.2 In Terms of the Resolved Geometry of a Feature
7.3 PROJECTED TOLERANCE ZONE
46 7.4 CONICAL TOLERANCE ZONE
7.4.1 In Terms of the Surface of the Feature
47 7.4.2 In Terms of the Resolved Geometry (Axis) of the Feature
7.5 BIDIRECTIONAL POSITION TOLERANCING
7.5.1 In Terms of the Surface of the Feature
48 7.5.2 In Terms of the Resolved Geometry (Axis) of the Feature
7.5.3 Polar Bidirectional Tolerancing in Terms of the Resolved Geometry (Axis) of the Feature
49 7.6 POSITION TOLERANCING AT MMC FOR BOUNDARIES OF ELONGATED HOLES
7.7 CONCENTRICITY AND SYMMETRY
50 Figure 7-1 First Illustration of the Difference Between Surface and Resolved Geometry Interpretations of Position Tolerancing
Figure 7-2 Second Illustration of the Difference Between Surface and Resolved Geometry Interpretations of Position Tolerancing
Figure 7-3 Tolerance Zone and Conformance: Holes at MMC or RFS, Shafts at LMC — Surface Interpretation
Figure 7-4 Tolerance Zone and Conformance: Tabs at MMC or RFS, Slots at LMC — Surface Interpretation
Table 7-1 Definition of Position Tolerance Zone — Surface Interpretation
51 Figure 7-5 Tolerance Zone and Conformance: Holes at MMC or RFS, Shafts at LMC — Resolved Geometry Interpretation
Table 7-2 Size of Position Tolerance Zone — Surface Interpretation
Table 7-3 Size of Position Tolerance Zone — Resolved Geometry Interpretation
Table 7-4 Definition of Verifying Volume for Projected Tolerance Zone
52 Figure 7-6 Projected Tolerance Zone for a Hole
Figure 7-7 Surface Interpretation of Conical Tolerance Zone for Holes at MMC or RFS
Figure 7-8 Resolved Geometry (Axis) Interpretation of Conical Tolerance Zone for Holes at MMC or RFS
Table 7-5 Definition of Conical Tolerance Zone — Surface Interpretation
Table 7-6 Size of Conical Tolerance Zone — Surface Interpretation
53 Table 7-7 Size of Conical Tolerance Zone — Resolved Geometry (Axis) Interpretation
Table 7-8 Definition of Bidirectional Tolerance Zone — Surface Interpretation
Table 7-9 Size of Bidirectional Tolerance Zone — Surface Interpretation
54 Figure 7-9 Bidirectional Hole Tolerance at MMC With Cylindrical Tolerance Zones — Surface Interpretation
Figure 7-10 Bidirectional Shaft Tolerance at MMC With Parallel Plane Tolerance Zones — Surface Interpretation
Table 7-10 Size of Bidirectional Tolerance Zone — Resolved Geometry (Axis) Interpretation
55 Figure 7-11 Definition of the Tolerance Zone for Polar Bidirectional Tolerancing
Figure 7-12 Tolerance Zone and Conformance, Elongated Hole at MMC — Tolerance Zone is the Right Cylinder Shown in Cross Section
Table 7-11 Size of Polar Bidirectional Tolerance Zone — Resolved Geometry (Axis) Interpretation
56 Figure 7-13 Rays Are Arranged in the Lowest Order of Symmetry About an Axis or a Point
Table 7-12 Symmetry Elements for ObtainingCorresponding Feature Elements
57 Section 8 Tolerances of Profile
8.1 GENERAL
8.2 PROFILE
8.2.1 Types of Profile Tolerances
8.3 TOLERANCE ZONE BOUNDARIES
8.3.1 Uniform Tolerance Zones
58 8.4 PROFILE APPLICATIONS
8.4.1 Optimization of Profile Tolerance Systems
8.4.2 Constraint Properties of Profile Tolerance Zones
59 8.4.3 Effect of Pattern Creation (Grouping) Mechanisms
8.4.4 Effect of Individual Profile Specifications
8.4.5 Datum Feature References
8.4.6 Effect of Simultaneous Requirements
8.4.7 Composite Profile
8.5 EXTENSION OF TOLERANCE ZONE BOUNDARIES FOR SHARP CORNERS
60 8.6 NONUNIFORM TOLERANCE ZONE
Table 8-1 Table of Profile Tolerance Dispositions
61 Figure 8-1 Tolerance Zone Derivation — Equally Disposed Profile
Figure 8-2 Tolerance Zone Derivation — Unequally Disposed Profile
62 Figure 8-3 Tolerance Zone Derivation — Unilaterally Disposed Profile (Outside)
Figure 8-4 Tolerance Zone Derivation — Unilaterally Disposed Profile (Inside)
63 Figure 8-5 Actual Zone Definition for Equally Disposed Profile — Example of Conformance
Figure 8-6 Actual Zone Definition for Unequally Disposed Profile — Example of Conformance
Figure 8-7 Actual Zone for Unilateral (Outside) Profile — Example of Nonconformance
64 Figure 8-8 Actual Zone for Unilateral (Inside) Profile — Example of Nonconformance
Figure 8-9 Profile Tolerance for a Single Feature Without a Datum Reference Frame
Figure 8-10 Profile Tolerance Zone for a Single Feature Without a Datum Reference Frame
65 Figure 8-11 Candidate Configuration #1 (System Not Optimized)
Figure 8-12 Candidate Configuration #2 (System Optimized)
Figure 8-13 Actual Values in a Multi-Feature Profile Tolerance System — Specification
66 Figure 8-14 Actual Values in a Multi-Feature Profile Tolerance System — Basically Related Profile Tolerance Zones
Figure 8-15 Actual Values in a Multi-Feature Profile Tolerance System — Candidate Configuration #1 (System Not Optimized)
Figure 8-16 Actual Values in a Multi-Feature Profile Tolerance System — Candidate Configuration #2 (System Optimized)
67 Figure 8-17 Individual Requirements for Profile — Specification
Figure 8-18 Individual Requirements for Profile — Tolerance Zones
Figure 8-19 Individual Requirements for Profile — Individual Requirement 1
68 Figure 8-20 Individual Requirements for Profile — Individual Requirement 2
Figure 8-21 Datum Feature References With Profile — Specification
Figure 8-22 Datum Feature References With Profile — Tolerance Zones and Simulators
69 Figure 8-23 Datum Feature References With Profile — Invalid Candidate Configuration
Figure 8-24 Datum Feature References With Profile — Valid Candidate Configuration
Figure 8-25 Simultaneous Requirements for Profile — Specification
70 Figure 8-26 Simultaneous Requirements for Profile — Tolerance Zones
Figure 8-27 Simultaneous Requirements for Profile (System Not Optimized)
Figure 8-28 Simultaneous Requirements for Profile (System Optimized)
71 Figure 8-29 Composite Profile Lower Segment — Specification
Figure 8-30 Composite Profile Lower Segment —Tolerance Zones (FRTZF)
Figure 8-31 Composite Profile Lower Segment (System Not Optimized)
72 Figure 8-32 Composite Profile Lower Segment (System Optimized)
Figure 8-33 Tolerance Zone Derivation — Profile With Sharp Corner
Figure 8-34 Actual Zone Definition — Profile With Sharp Corner
73 Section 9 Tolerances of Runout
9.1 RUNOUT TOLERANCE
9.1.1 Circular Runout
74 9.1.2 Total Runout
75 Figure 9-1 Circular Runout Zone
76 NONMANDATORY APPENDICES
NONMANDATORY APPENDIX A PRINCIPAL CHANGES AND IMPROVEMENTS
A-1 GENERAL
A-2 STANDARD Y14 FORMAT
A-3 SECTION 1, SCOPE AND DEFINITIONS
A-4 SECTION 2, GENERAL TOLERANCING AND RELATED PRINCIPLES
A-5 SECTION 3, SYMBOLOGY
A-6 SECTION 4, DATUM REFERENCE FRAMES
A-7 SECTION 5, TOLERANCES OF FORM
77 A-8 SECTION 6, TOLERANCES OF ORIENTATION
A-9 SECTION 7, TOLERANCES OF LOCATION
A-10 SECTION 8, TOLERANCES OF PROFILE
78 A-11 SECTION 9, TOLERANCES OF RUNOUT
A-12 NONMANDATORY APPENDICES
79 NONMANDATORY APPENDIX B MATHEMATICAL DATUM SIMULATORS REFERENCED AT RMB: DEFINITIONS AND PROPERTIES
B-1 INTRODUCTION
B-2 REQUIREMENTS FOR A SINGLE SIMULATOR
83 Figure B-1 Signed Distances
Figure B-2 Least Squares Simulators
Figure B-3 Min–Max Simulators
84 Figure B-4 L1 Simulators
Figure B-5 Progressed Least Squares Simulators
Figure B-6 Mating of Actual Parts
85 Figure B-7 Mostly Progressed Least Squares Simulators
Figure B-8 Constrained L1 Simulators
Figure B-9 Constrained Min–Max Simulators
86 Figure B-10 Constrained Least Squares Simulators
Figure B-11 Constrained Simulators for a V-Shaped Feature
Figure B-12 Constrained Simulators for a Peanut-Shaped Circular Feature
87 Figure B-13 Constrained Simulators for an Hourglass-Shaped Opposed Lines Feature
Figure B-14 Constrained Simulators for a Skew-Convex Linear Feature
88 Figure B-15 Constrained Simulators for a Dented Circular Feature
Figure B-16 Constrained Simulators for a Skew-Convex Opposed Lines Feature
Figure B-17 Large Voids Can Harm Constrained Simulators
89 Figure B-18 Void-Filling Can Improve Constrained Simulators
Figure B-19 Void-Filling Can Degrade the Constrained Min-Max Simulator
90 NONMANDATORY APPENDIX C FORMER PRACTICES
C-1 PROFILE CONTROL
91 Figure D-1 Size Ordering for Perfect and Imperfect Features of Size
NONMANDATORY APPENDIX D CONCEPTS RELATED TO SIZE
D-1 GENERAL
D-2 ORDERING OF SIZE VALUES
92 Table D-1 Uniqueness and Containment Relationships for Features of Size — Part 1
Table D-2 Uniqueness and Containment Relationships for Features of Size — Part 2
93 NONMANDATORY APPENDIX E A SELECTION OF MATHEMATICAL CONCEPTS
E-1 WHY THIS APPENDIX?
E-2 MANIFOLDS
E-3 CONTINUITY
E-4 SUPPORT
E-5 REGULARIZED SETS
94 Figure E-1 Examples of One-Dimensional Manifold (Left) and Not (Right)
Figure E-2 A Line Which Is Continuous (Left) and Not (Right)
Figure E-3 A Line Which Is Tangent Continuous (Left) and Not (Right)
Figure E-4 An Object, Its Interior, and Its Boundary
95 Figure E-5 The Result of Union Between Two Objects, and the Non-Manifold Boundary
Figure E-6 The Interior of Two Objects, and Their Union With a Manifold Boundary
96 NONMANDATORY APPENDIX F POTENTIAL MISUSE OF THE SWEPT-SPHERE DEFINITION OF SIZE
F-1 GENERAL
F-2 THE SHORT SPINE
F-3 THE SPACE-FILLING SPINE
97 Figure F-1 MMC and LMC Spheres, and a Part to Be Tested for Conformance
Figure F-2 LMC and MMC Spines
Figure F-3 LMC and MMC Swept Regions
Figure F-4 Conformance to the Size Tolerance
Figure F-5 MMC and LMC Spheres, and a Part to Be Tested for Conformance
Figure F-6 LMC and MMC Spines
F-4 THE NONSURROUND CASE
F-5 POSSIBLE REMEDIES
98 Figure F-7 LMC and MMC Swept Regions
Figure F-8 Incorrect Determination of Conformance to the Size Tolerance
Figure F-9 MMC and LMC Spheres, and a Part to Be Tested for Conformance
Figure F-10 LMC and MMC Spines
Figure F-11 LMC and MMC Swept Regions
Figure F-12 Incorrect Determination of Conformance to the Size Tolerance
Figure F-13 MMC and LMC Spheres, and a Part to Be Tested for Conformance
Figure F-14 Incorrect Determination of Conformance tothe Size Tolerance
ASME Y14.5.1 2019
$98.04