A survey of research in the application of tolerance analysis to the design of mechanical assemblies

Agarwal, M. (1981), “Optimal Synthesis of Tolerance and Clearance in Function Generating Mechanisms—A Parametric Programming Problem,” ASME Paper No. 81-DET-5

Andersen, C.B. (1990), “General System for Least Cost Tolerance Allocation in Mechanical Assemblies,” ADCATS Report No. 90–2, Brigham Young University

ASME (1990), “Research Needs and Technological Opportunities in Mechanical Tolerancing,” ASME Publication No. CRTD-15

ASME (1983), “Dimensioning and Tolerancing,” ANSI Y14.5M-1982, ASME Publication

Baumgarten, J. and K. Van der Werff (1985), “A Probabilistic Study Relating to Tolerancing and Path Generation Error,”J. of Mechanism and Machine Theory, v 20, n 1, pp. 71–76

Bender, A., Jr. (1968), “Statistical Tolerancing as it Relates to Quality Control and the Designer,” SAE Paper No. 680490

Bennett, G. and L.C. Gupta (1969), “Least Cost Tolerances—I and II,”International J. of Production Research, v 8, pp. 65–74 and 169–181

Beohar, S. and A. Rao (1980), “Optimum Stochastic Synthesis of Four Bar Spatial Function Generators,” ASME Paper No. 80-DET-32

Bjorke, O. (1989),Computer-Aided Tolerancing, Second Ed., ASME Press

Byrne, D. and S. Taguchi (1987), “The Taguchi Approach to Parameter Design,”Quality Progress, pp. 19–26, December

Chase, K.W. (1991), “A Bibliography on Tolerance Analysis of Mechanical Assemblies,” ADCATS Report No. 91-2, Brigham Young University

Chase, K.W. and W.H. Greenwood (1988), “Design Issues in Mechanical Tolerance Analysis,”Manufacturing Review, ASME, v 1, n 1, pp. 50–59, March

Chase, K.W. and W.H. Greenwood, B.G. Loosli, and L.F. Hauglund (1990), “Least Cost Tolerance Allocation for Mechanical Assemblies with Automated Process Selection,”Manufacturing Review, ASME, v 3, n 1, pp. 49–59, March

Chase, K., C. Sorensen, and C. Andersen (1989), “Recent Developments in Tolerance Analysis Software for Mechanical Assemblies, Part A: Two-Dimensional Modeling,” Proceedings of the ASQC Western Regional Conference—1989, pp. 73–80

Chun, K. (1988), “Development of Two-Dimensional Tolerance Modeling Methods for CAD Systems,” ADCATS Report No. 88-7, Brigham Young University

Chung, J.C.H. and M.D. Schussel (1990), “Technical Evaluation of Variational and Parametric Design,”Computers in Engineering—1990, ASME, 1, pp. 289–298

Cox, N.D. (1979), “Tolerance Analysis by Computer,”J. of Quality Technology, v 11, n 2, pp. 80–87, April

Cox, N.D. (1986), “How to Perform Statistical Tolerance Analysis,” ASQC Series Vol 11, Basic References in Quality Control

Craig, M. (1989), “Managing Variation by Design Using Simulation Methods,”Failure Prevention and Reliability—1989, ASME Publ. No. DE—Vol 16, pp. 153–163

DeDoncker, D. and A. Spencer (1987), “Assembly Tolerance Analysis with Simulation and Optimization Techniques,” SAE Paper No. 870263

Dhande, S. and J. Chakraborty (1973), “Analysis and Synthesis of Mechanical Error in Linkages—A Stochastic Approach,”J. of Engineering for Industry, ASME, v 105, pp. 672–676

Dhande, S. and J. Chakraborty (1978), “Mechanical Error Analysis of Spatial Linkages,”J. of Mechanical Design, ASME, v 100, pp. 732–738

Doepker, P.E. and D. Nies (1989), “Designing Brake Components Using Variation Simulation Modeling,”Failure Prevention and Reliability—1989, ASME Publ. No. DE—Vol 16, pp. 131–138

Early, R. and J. Thompson (1989), “Variation Simulation Modeling—Variation Analysis Using Monte Carlo Simulation,”Failure Prevention and Reliability—1989, ASME Publ. No. DE—Vol 16, pp. 139–144

Eaton, F. (1975), “Computer Model of a Three-Dimensional Assembly,” ASME Paper No. 75-DE-21

Edel, D.H. and T.B. Auer (1965), “Determine the Least Cost Combination for Tolerance Accumulations in a Drive Shaft Seal Assembly,”General Motors Engineering Journal, Fourth Quarter, 1964, pp. 37–38, First Quarter, pp. 36–38

Eggert, R.J. and R.W. Mayne, (1990), “Probabilistic Optimization Using Successive Surrogate Probability Density Function,Proc. of ASME 16th Design Automation Conf., Chicago, IL, DE—Vol 23-1, p. 129, September

Etesami, F. (1987), “On the Theory of Geometric Tolerancing,”Computers in Engineering—1987, ASME, 2, pp. 327–334

Evans, D.H. (1967), “An Application of Numerical Integration Techniques to Statistical Tolerancing,”Technometrics, v 9, n 3, pp. 441–456, August

Evans, D.H. (1970), “A Statistical Tolerancing Formulation,”J. of Quality Technology, v 2, n 4, pp. 226–231, October

Evans, D.H. (1971), “An Application of Numerical Integration Techniques to Statistical Tolerancing, II—A Note on the Error,”Technometrics, v 13, n 2, pp. 315–324, May

Evans, D.H. (1972), “An Application of Numerical Integration Techniques to Statistical Tolerancing, III—General Distributions,”Technometrics, v 14, n 1, pp 23–25, February

Evans, D.H. (1974), “Statistical Tolerancing: State of the Art, Part 1. Background,”J. of Quality Technology, v 6, n 4, pp. 188–195, October

Evans, D.H. (1975a), “Statistical Tolerancing: State of the Art, Part 2. Methods of Estimating Moments,”J. of Quality Technology, v 7, n 1, pp. 1–12, January

Evans, D.H. (1975b), “Statistical Tolerancing: State of the Art, Part 3. Shifts and Drifts,”J. of Quality Technology, v 7, n 2, pp. 72–76, April

Faux, I.D. (1986), “Reconciliation of Design and Manufacturing Requirements for Product Description Data Using Functional Primitive Part Features,” CAM-I Report No. R-86-ANC/GM/PP-01.1, CAM-I Inc, Arlington, TX, December

Fenton R., W. Cleghorn, and J. Fu (1989), “Allocation of Dimensional Tolerances for Multiple Loop Assemblies,”J. of Mechanisms, Transmissions, and Automation in Design, v 111, pp. 465–470, December

Fortini, E. (1967),Dimensioning for Interchangeable Manufacture, Industrial Press

Fortini, E. (1985), “Dimensions and Tolerances,”Mechanical Design and Systems Handbook, Second Ed., H. Rothbart editor, McGraw-Hill

Foster, L.W. (1986),Geometrics II—The Application of Geometric Tolerancing Techniques. Addison-Wesley

Fu, J., W. Cleghorn, and R. Fenton (1987), “Synthesis of Dimensional Tolerances of a Slider Crank Mechanism,”10th Applied Mechanisms Conference, Oklahoma State University

Garrett, R. and A. Hall, Jr. (1969), “Effect of Tolerance and Clearance in Linkage Design,”J. of Engineering for Industry, ASME, v 91, pp. 198–202, February

Gladman, C.A. (1980), “Applying Probability in Tolerance Technology,”Trans. Inst. Eng. Austral. Mech. Eng., v ME5, n 2, p. 82

Gossard, D.C., R.P. Zuffante, and H. Sakurai (1988), “Representing Dimensions, Tolerances, and Features in MCAE Systems,”IEEE Computer Graphics & Applications, v 8, n 2, pp. 51–59, March

Greenwood, W.H. (1987), “A New Tolerance Analysis Method for Designers and Manufacturers,” (Dissertation), ADCATS Report No. 87-2, Brigham Young University.

Greenwood, W.H. and K.W. Chase (1987), “A New Tolerance Analysis Methods for Designers and Manufacturers,”J. of Engineering for Industry, ASME, v 109, pp. 112–116, May

Greenwood, W.H. and K.W. Chase (1988a), “Worst Case Tolerance Analysis with Nonlinear Problems,”J. of Engineering for Industry, ASME, v 110, pp. 232–235, August

Greenwood, W.H. and K.W. Chase (1990), “Root Sum Squares Tolerance Analysis with Nonlinear Problems,”J. of Engineering for Industry, ASME, v 112, pp. 382–384, November

Grossman, D. (1976), “Monte Carlo Simulation of Tolerancing in Discrete Parts Manufacture,” Stanford Artificial Intelligence Laboratory, Memo AIM-280, Computer Science Dept. Report No. STAN-CS-76-555, May

Harry, M. (1987), “The Nature of Six Sigma Quality,” Motorola Corporation

Harry, M. and J. Lawson (1990), “Six Sigma Producibility Analysis and Process Characterization,” Publication No. 6σ-3-03/88, Motorola Corporation

Harry, M. and R. Stewart (1988), “Six Sigma Mechanical Design Tolerancing,” Publication No. 6σ-2-10/88, Motorola Corporation

Haugen, E. (1980),Probabilistic Mechanical Design, John Wiley

Jayaraman, R. and V. Srinivasan (1989), “Geometric Tolerancing: 1 Virtual boundary requirements,IBM J. of Research and Development, v 33, n 2, pp. 90–104, March

Kackar, R., (1986), “The Power of Taguchi Methods,”Quality Progress, pp. 21–29, December

Kendrick, J. (1991), “Customers ‘Win’ in Baldrige Award Selections,”Quality, pp. 23–31, January

Lee, W. and T.C. Woo (1989), “Optimum Selection of Discrete Tolerances,”J. Mechanisms, Transmissions, and Automation in Design, v 111, pp. 243–251, June

Lee, W. and T.C. Woo (1990), “Tolerances: Their Analysis and Synthesis,”J. of Engineering for Industry, v 112, pp. 113–121, May

Levy, S. (1974),Applied Geometric Tolerancing, TAD Products Corp., Beverly, MA

Light, R. and D. Gossard (1982), “Modification of Geometric Models Through Variational Geometry,”Computer-Aided Design, v 14, n 4, pp. 209–214, July

Mallik, A. and S. Dhande (1987), “Analysis and Synthesis of Mechanical Error in Path-Generating Linkages Using a Stochastic Approach,”J. of Mechanism and Machine Theory, v 22, n 2, pp. 115–123

Mansoor, E. (1963), “The Application of Probability to Tolerances Used in Engineering Designs,”Proc. of the Inst. of Mech. Engineers, v 178, pt 1, n 1, pp. 29–51

Marler, J. (1988), “Nonlinear Tolerance Analysis Using the Direct Linearization Method,” ADCATS Report No. 88-6, Brigham Young University

Martino, P.M. and G.A. Gabriele (1989a), “Application of Variational Geometry to the Analysis of Mechanical Tolerances,”Failure Prevention and Reliability—1989, ASME Paper No. DE—Vol 16, pp. 19–27

Martino, P.M. and G.A. Gabriele (1989b), “Estimating Jacobian and Constraint Matrices in Variational Geometry Systems,”Failure Prevention and Reliability—1989, ASME Paper No. DE—Vol 16, pp. 79–84

Michael, W. and J.N. Siddall (1981), “The Optimization Problem with Optimal Tolerance Assignment and Full Acceptance,”J. of Mechanical Design, ASME, 103, pp. 842–848, October

Michael, W., J.N. Siddall (1982), “The Optimal Tolerance Assignment with Less Than Full Acceptance,”J. of Mechanical Design, ASME, 104, pp. 855–860, October

Mischke, C.R., (1989), “Stochastic Methods in Mechanical Design, Parts 1–4,”Failure Prevention and Reliability—1989, ASME Publ. No. DE—Vol 16, pp. 1–28

Monte, M.E. and P. Datseris, (1982), “Optimum Tolerance Selection for Minimum Manufacturing Cost and Other Criteria,” ASME Paper No. 82-DET-35, pp. 1–9

Ostwald, P.F. and J. Huang (1977), “A Method for Optimal Tolerance Selection,”J. of Engineering for Industry, ASME, 99, pp. 558–565, August

Parkinson, A.R., C. Sorensen, J. Free, and B. Canfield, (1990), “Tolerances and Robustness in Engineering Design Optimization,”Proc. of ASME 16th Design Automation Conf., Chicago, IL, DE—Vol 23-1, p. 121, September

Parkinson, D.B. (1982), “The Application of Reliability Methods to Tolerancing,”J. of Mechanical Design, v 104, pp. 612–618, July

Parkinson, D.B. (1985), “Assessment and Optimization of Dimensional Tolerances,”Computer-Aided Design, 17, 4, pp. 191–199, May

Patel, A.M. (1980), “Computer-Aided Assignment of Manufacturing Tolerances,”Proc. of the 17th Design Automation Conf., Minneapolis, MN, June

Peters, J. (1970), “Tolerancing the Components of an Assembly for Minimum Cost,”J. of Engineering for Industry, ASME, pp. 677–682, August

Placek, C. (1989a), “Motorola, Westinghouse Nuclear Fuel Unit, Globe Metallurgical Named Malcolm Baldrige National Quality Award Winners,”Quality, pp. 13–14, January

Placek, C. (1989b), “Mechanical Tolerancing Workshop,”Quality, pp. 16–17, December

Placek, C. (1990), “Milliken and Xerox Garner 1989 Baldrige National Quality Awards,”Quality, pp. 13–14, January

Rao, S., and S. Gavane (1980), “Analysis and Synthesis of Mechanical Error in Cam-Follower Systems,” ASME Paper No. 80-DET-22

Requicha, A.A.G. (1983), “Toward a Theory of Geometric Tolerancing,”Int. J. of Robotics Research v 2, no 4, pp. 45–60, Winter

Requicha, A.A.G. (1986), “Representation of Geometric Features, Tolerances and Attributes in Solid Modelers Based on Constructive Solid Geometry,”IEEE J. of Robotics and Automation RA-2 no 3, pp. 156–166, September

Robison, R.H. (1989), “A Practical Method for Three-Dimensional Tolerance Analysis Using a Solid Modeler,” ADCATS Report No. 89-3, Brigham Young University

Schade, R. (1980), “Probabilistic Models in Computer Automated Slider-Crank Function Generator Design,” ASME Paper No. 80-DET-48

Schade, R. (1982), “A Probabilistic Model of Four-Bar Mechanisms,” ASME Paper No. 82-DET-43

Shapiro, S. and A. Gross (1981),Statistical Modeling Techniques, Marcel Dekker

Sorensen, C., D. Nielsen, and K. Chase (1991), “Improved Methods for Tolerance Analysis of Mating Hole Patterns,”Proc. of the Internat. Design Productivity Conf., Honolulu, Hawaii, February

Speckhart, F.H. (1972), “Calculation of Tolerance Based on a Minimum Cost Approach,”J. of Engineering for Industry ASME, v 94, pp. 447–453, May

Spence, R. and R. Sion (1988),Tolerance Design of Electronic Circuits, Addison-Wesley

Spotts, M.F. (1973), “Allocation of Tolerances to Minimize Cost of Assembly,”J. of Engineering for Industry ASME, v 95, pp. 762–764, August

Spotts, M.F. (1975), “Probability Theory for Assemblies with Piece Part Errors Concentrated Near End of Tolerance Limit,” ASME Paper No. 75-DE-1

Spotts, M.F. (1978), “How to Use Wider Tolerances, Safely, in Dimensioning Stacked Assemblies,”Machine Design, pp. 60–63, April

Spotts, M. F. (1983),Dimensioning and Tolerancing for Quantity Production, Prentice-Hall.

Srikanth, S. and J. Turner (1990), “Toward a Unified Representation of Mechanical Assemblies,”Engineering with Computers v 6, pp. 103–112

Srinivasan, V. and R. Jayaraman (1989), “Geometric Tolerancing: 2 Conditional Tolerances,IBM J. of Research and Development 33, 2, pp. 105–124, March

Sutherland, G. H. and Roth, B. (1975), “Mechanism Design: Accounting for Manufacturing Tolerances and Costs in Function Generating Problems,”J. of Engineering for Industry ASME, v 97, pp. 283–286, February

Taguchi, G. (1986),Introduction to Quality Engineering, Asian Productivity Organization

Taguchi, G., E. Elsayed and T. Hsiang, (1989),Quality Engineering in Production Systems, McGraw-Hill

Turner, J. (1990), “Relative Positioning of Parts in Assemblies Using Mathematical Programming,”Computer-Aided Design v 22, n 7, pp. 393–400, September

Turner, J. and S. Srikanth (1990), “Constraint Representation and Reduction in Assembly Modeling and Analysis,” Rensselear Design Research Center, Tech. Report No. 90027.

Turner, J. and M. Wozny (1987), “Tolerances in Computer-Aided Geometric Design,”The Visual Computer, n 3, pp. 214–226

Turner, J. and M. Wozny (1990), “The M-Space Theory of Tolerances,”Advances in Design Automation-1990 v 1, ASME Publication No. DE-Vol 23-1, pp. 217–225

Turner, J., M. Wozny, and D. Hoh (1987), “Tolerance Analysis in a Solid Modeling Environment,”Computers in Engineering-1987 ASME, v 2, pp. 169–175.

Wilde, D. and Prentice, E. (1975), “Minimum Exponential Cost Allocation of Sure-Fit Tolerances,”J. of Engineering for Industry ASME, v 97, pp. 1395–1398, November

Wirtz, A. (1988), “Vectorial Tolerancing,” Tech. Paper CH 9470, New-Technikum Buchs, Gallen, Switzerland