Exploring Tolerances in Engineering: Part III - How Are Tolerances Determined?

In this concluding article of our "Exploring Tolerances in Engineering" series, we’ll explore how tolerance limits are determined and the various types of tolerances that exist. Understanding these concepts is vital for ensuring parts function correctly and are manufactured efficiently.

When designing a part, it's essential to keep tolerances as large as possible while ensuring the part works properly. This balance helps avoid unnecessary costs, as tight tolerances can lead to higher manufacturing expenses and wasted resources.
Here are some key methods for determining tolerance limits:
1. Existing Parts
Leveraging historical data is a key strategy in design and manufacturing, especially when working with established components. By referencing the proven production processes of a component, you can set new tolerances that are both practical and achievable. For instance, consider a valve that has been produced successfully for years. When introducing a new feature to this valve, you can establish tolerances for the new design based on the successful parameters used previously. This approach minimizes the risk of manufacturing complications and builds on a foundation of past successes.

2. Engineering Knowledge References
Consulting authoritative texts, such as Machinery’s Handbook, is crucial for selecting the appropriate tolerances in engineering design. These resources compile industry standards and best practices, making them invaluable for engineers seeking reliable guidance. For example, if you're designing a hole for a close fit around an M12 bolt, the "Clearance Holes for Metric Fasteners" table can provide precise diameter limits for different fits. This allows you to quickly determine the necessary tolerances, ensuring that your design meets both functional and manufacturing requirements.

3. Scientific Principles
Conducting tests, such as prototyping and cycle tests, is essential for determining tolerances effectively. These scientific tests validate whether a part performs as expected under real-world conditions. Through this process, you can make iterative adjustments based on the insights gained from testing. For instance, if a prototype consistently fails under stress, you can modify the design before moving to full-scale production. This approach ensures that the final part functions correctly and meets performance expectations, ultimately enhancing reliability and reducing the risk of costly manufacturing issues.
Example: Imagine a team developing a new smartphone model. During prototype testing, they discover that the screen cracks easily when dropped from a height. Rather than proceeding to mass production with this design flaw, the team decides to strengthen the screen material and redesign the corners to absorb shock better. By making these adjustments based on the prototype's performance, they ensure that the final product is more durable and meets customer expectations for reliability. This proactive approach not only improves the phone's reputation but also prevents potential recalls and costly repairs down the line.

4. Professional Experience
Gaining insights over time is vital for engineers and machinists, as their practical experience allows them to understand which tolerances work best for specific applications. This accumulated knowledge helps in setting realistic tolerances that can be effectively achieved in a manufacturing environment. Additionally, understanding the limits of tools and machines is crucial when establishing tolerances. For example, a machinist may know that a particular CNC machine can reliably achieve tolerances of ±0.01 mm, which directly informs the design process and ensures that the final product meets performance requirements without exceeding the machine's capabilities.

Types of Tolerances

While dimensional tolerances are the most recognized, several other types of tolerances are crucial:

1. Dimensional Tolerances
Tolerances define acceptable limits for physical measurements, including diameter, thickness, and length. For instance, if a part’s diameter is specified as 10 mm with a tolerance of ±0.2 mm, the acceptable range becomes 9.8 mm to 10.2 mm. This flexibility is crucial as it helps streamline the manufacturing process by minimizing the need for rework, allowing for smoother production and ensuring that parts can fit together properly even with slight variations.

2. Geometric Tolerances
Geometric tolerances specify allowable variations in the shape, orientation, and location of a part. These tolerances are crucial for assembly, as they ensure that components fit together correctly. For example, a tolerance requiring that two surfaces be perpendicular within ±0.1 mm is vital for maintaining proper alignment during assembly. This precision directly impacts the performance of the final product, highlighting the importance of geometric tolerances in achieving reliable and functional designs.

3. Force or Load Tolerances
Load tolerances define the maximum forces or loads that a part can safely handle. Understanding these tolerances is crucial for safety and performance, especially in applications subjected to dynamic loads. For instance, a spring may have a tolerance on its spring rate, indicating how much it can compress or extend under specified loads without failing. By knowing these limits, engineers can ensure that components perform reliably and safely within their intended applications, preventing potential failures that could lead to safety hazards.

4. Test Criteria Tolerances
Test criteria tolerances establish the conditions for evaluating a part to ensure it meets quality and performance standards. For example, a component might need to pass a fatigue test at a specified load for a defined number of cycles—such as 10,000 cycles—without failure. These criteria are essential for verifying that a part functions correctly before it is approved for use, ensuring reliability in real-world applications and helping to prevent potential issues during operation.

In summary, setting tolerance limits is vital for effective manufacturing. By using existing parts, referring to engineering books, testing designs, and drawing on experience, designers can determine the right tolerances to ensure parts work well. Different types of tolerances—like size, shape, strength, and testing conditions—help define acceptable variations, leading to better quality products and smoother production. Understanding and applying these principles can greatly improve both the design and manufacturing processes, resulting in successful engineering results.

Supplements:

Exploring Tolerances in Engineering: Part I – What is a Tolerance?

Exploring Tolerances in Engineering: Part II – Why use Tolerances?


Reference:
Oberg, E. , Jones ,F.D. , Horton H.L. , Ryffel H.H., (2016) . Machinery's Handbook. 30th edition.  Industrial Press Inc.
Oberg, E. , Jones ,F.D. , Horton H.L. , Ryffel H.H., (2012) . Machinery's Handbook. 29th edition.  Industrial Press Inc.
ASME B18.2.8-1999, Clearance holes for bolts, screws and studs