Dimensioning and Tolerancing Handbook

Part 3: Design

Chapter List

Chapter 9: Traditional Approaches to Analyzing Mechanical Tolerance Stacks
Chapter 10: Statistical Background and Concepts
Chapter 11: Predicting Assembly Quality (Six Sigma Methodologies to Optimize Tolerances)
Chapter 12: Multi-Dimensional Tolerance Analysis (Manual Method)
Chapter 13: Multi-Dimensional Tolerance Analysis (Automated Method)
Chapter 14: Minimum-Cost Tolerance Allocation
Chapter 15: Automating the Tolerancing Process
Chapter 16: Working in an Electronic Environment

Paul Drake

9.1 Introduction

Tolerance analysis is the process of taking known tolerances and analyzing the combination of these tolerances at an assembly level. This chapter will define the process for analyzing tolerance stacks. It will show how to set up a loop diagram to determine a nominal performance/assembly value and four techniques to calculate variation from nominal.

The most important goal of this chapter is for the reader to understand the assumptions and risks that go along with each tolerance analysis method.

9.2 Analyzing Tolerance Stacks

Fig. 9 1 describes the tolerance analysis process.


Figure 9 1: Tolerance analysis process

9.2.1 Establishing Performance/Assembly Requirements

The first step in the process is to identify the requirements for the system. These are usually requirements that determine the performance and/or assembly of the system. The system requirements will, either directly, or indirectly, flow down requirements to the mechanical subassemblies. These requirements usually determine what needs to be analyzed. In general, a requirement that applies for most mechanical subassemblies is that parts must fit together. Fig. 9 2 shows a cross section of a motor assembly. In this example, there are several requirements.

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