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International Journal of Production Research
International Journal of Production Research
To cite this article: D. I. LEGGE (1996) Integration of design and inspection systems - a literature review, International
Journal of Production Research, 34:5, 1221-1241, DOI: 10.1080/00207549608904962
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Integration of design and inspection systems - a literature review
This article reviews the published material relating to the integration of computer
aided design with automatic or semi-automatic off-line programming systems for
coordinate measuring machines. Numerous techniques have been developed and
demonstrated in research systems for the creation and validation of inspection
plans and are now becoming available in commercial systems. Fully automated
inspection planning is not yet generally available, primarily due to the problems of
tolerancing 3D CAD models and transferring this information to OLP systems.
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1. Introduction
T o take a component model from a computer aided design (CAD) system and
automatically generate all the information required for down stream activities such as
machining, assembly and inspection, is a utopian situation which is still many years
away from realisation.
The situation facing manufacturing industry today is far from this ideal, with
numerous separate systems linked, at best, through transfer of files in standard
formats or via specially written routines. Individual systems often have limited
facilities to help automate the planning activity. The linking and automation of the
activities involved in the design and manufacture of components hence provides
fertile ground for research and development.
This article reviews a significant proportion of the published work related to the
linking of CAD, automated inspection planning systems for coordinate measuring
machines (CMMs) and the evaluation and presentation of inspection results. The
article begins with an overview of the development and current use of C M M s in
industry. A brief background to C A D and the application of tolerances to geometric
models is followed by a review of the literature on inspection planning systems
including all key techniques applied in automation of inspection planning for CMMs.
Brief mention is also made of evaluation of inspection data.
Many of the techniques discussed are now available in commercial systems. The
development of the standard for the exchange of product model data (STEP, I S 0
10303), to allow transfer of toleranced C A D models to take place will lead to the
increased automation of many process planning activities, not least of which will be
inspection planning. Possible future trends are hence briefly discussed at the end of
the article.
This article provides a thorough and timely review of the state of the art for those
working with off-line programming and inspection systems.
2. Inspection systems
The growing emphasis towards product quality has lead to an increasingly
important role being played by inspection within manufacturing industry. An
in C M M design, construction materials and isolation techniques means that they are
now commonly placed on the shop floor. This increasing use of CMMs a t or near
individual production activities is reflected in the rapid growth in the market for 'shop
hardened' CMMs (Kunzmann and Waldele 1988) and even portable C M M s (Raab
1994).
Small batch sizes, just-in-time (JIT) manufacturing and highly productive numeri-
cally controlled (NC) machine tools used today demand near instant component and
process verification. CMMs can be used to indirectly check the capability of
production processes and equipment and the validity of individual numerically
controlled (NC) machine part programmes (Bowen and Duncan). Techniques such
as statistical process control (SPC) are not applicable with small batch sizes and one-
off production. In these situations, the use of CMMs to inspect individual com-
ponents can reduce scrap or rework (Bosch 1988). This is also true even if inspection is
for process refinement, for example when fine tuning the form of moulds and dies
(Smith 1993).
The use of CMMs has changing the nature of inspection; many different
inspection procedures which were once carried out using different techniques can
now be carried out on the CMM (Kunzmann and Waldele 1988). The most obvious
benefits from using CMMs are the significantly lower inspection times when
compared with traditional inspection techniques; reductions of 90% being commonly
quoted (Bosch 1988). CMMs often eliminate the need and cost of complex gauging
fixtures; simple fixtures can be use to support the component correctly with respect to
datum surfaces. In many cases even this type of fixturing is unnecessary, the
component simply being located on the table of the CMM and datum faces being
inspected as part of the inspection process.
In practice, inspection remains a hybrid task with a mixture of traditional
measurement techniques used in combination with a C M M although it is certain
that CMMs will continue to play an ever increasing role in manufacturing companies
inspection activities.
divides geometric tolerances into four categories; form, orientation, location and
runout. Tolerances should only be applied 'where they are essential, that is, in the
light of functional requirements, interchangability and probably manufacturing
circun~stances'.
Tolerances constrain a feature to lie within regions known as tolerance zones and
may relate to a single feature, for example a diameter, o r to several features, for
cxample a distance between two holes. Related features usually are referenced to
datum features which are used to establish the location and orientation of component
datum's o r reference surfaces.
3.2.2. Geot?ietric dimension and tolerance dam in CAD
Whilst 3D C A D modellers allow nominal geometry to be defined, most commer-
cial systems do not support geometric dimensional and tolerance (GD&T) informa-
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tion; although this situation is changing. This is a known problem when integrating
systems which require tolerance data (Yau and Menq 1992). As GD&T information
must be associated with component surfaces in the geometric model, the user should
operate through a common user interface to both the geometric model and the GD&T
model (Patrik 1987, Brown and Gyorog 1990).
Component geometry presented in a two dimensional drawing is open to inter-
pretation and cannot be relied upon to give an unambiguous representation of a
product. It is therefore quite possible that the original design intent can be lost
(Smolky and Vrana 1992). Wireframe models lack mathematical rigour and therefore
a surface o r solid model based upon a B-rep and/or CSG representations are required
as ;I basis of a product data modeller which incorporates tolerances (Patrik 1987,
Brown and Gyorog 1990). If the underlying solid modeller uses boundary representa-
tion, linking tolerances to surfaces of the model presents few problems. However,
with CSG modellers specific surfaces are not known to exist until the model is
'evaluated' in which case primitive surfaces may be split or even totally disappear
(Juster 1992).
3.3. Toleratices in research CAD systems
3.3.1. Tolerancing oS3D geometry
The provision of tolerance data in 3D C A D models has been investigated by many
researchers. Roy and Liu (1988) developed a structured face adjacency graph (SFAG)
over a hybrid B-rep/CSG modeller. The face adjacency graph linked B-rep surfaces to
CSG primitives in such a way that all kinds of tolerance could be attached to the part
model. Gossard et al. (1988) also used a combined B-rep/CSG modeller and a graph
structure known as an object graph. This representation held dimensions as a relative
position operator (RPO) giving the location of a feature face relative to a reference face.
Wang and Ozsoy proposed a hybrid B-Rep/CSG structure in which the CSG tree
was modified with the addition of constraining operator nodes (Cnodes) which
constrains the position o r orientation between two primitives. Requicha and Chan
(1986) presented a variational graph or VGraph tolerance representation based upon
CSG modeller PADL-2. The VGraph stores all tolerance information about an object
linked to a traditional CSG tree through a set of nominal faces (NFaces) of the object.
Kanai et a/. used a hyper-patch model which was toleranced through the application
of entity attribute relationships (EARS). These were also used to attach information
about machining processes used to generate the referenced surfaces.
EPS-I (Patrick 1987, Reimann and Sarkis, Ranyak and Fridshal) and IPPEX
(Brown and Gyorog 1990) used two separate databases, one for dimensional and
Integration of design and inspection systerns - a literature review 1225
tolerance data and one containing a B-rep model for nominal geometry. These two
databases were accessed through a common programming interface which allowed
calls to be made to the underlying data structure via an application interface
specification (AIS). The link between these two databases was a dimension and
tolerance (D&T) node consisting of a datum reference frame, which pointed to the set
of entities (features or surfaces) in the geometric model which were used as a
reference, an entity linking node, pointing to the specific entity on the model which
was being toleranced and an evaluated data node used to hold dimensions. (see Fig. 1.)
EPS-I and IPPEX built upon CAM-1's work (Johnsson 1985) which attached
tolerances to the geometric model using the concept of entity linking nodes. (see Fig. 2.)
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Geomeuic
Geometric Modelling System Models
DimensionL!
Tolerance Node
Evaluated Data
Walker and Wallis (1992) used a CSG modeller which allowed attributes to be attached
to surhces. Yau and Menq (1991, 1992) used CATIA's Graphic Interactive Interface
(GI]) and the ATTRIBUTE function as a basis for associating tolerances with
particular component surfaces.
significantly small sub-set of these would be used, but even this sub-set will not
necessarily form a good basis for automation of down stream activities, for example
manufacturing o r inspection planning (Hummel and Brown 1989). There is thus the
need for feature recognition, feature refinement, feature conversion or feature
mapping where features are a context dependent entity. All these are active areas
of research interest (Salomons).
ElMaraghy and G u (1987) developed a feature based system offering a limited
number of toleranced primitives with known engineering and dimensional attributes.
The features available represented a trade OR between the flexibility and generality of
the modelling system developed and the complexity of the feature data structure.
Merat and Radack (1992) developed a feature base design system, the strategic
design driven inspector (SDDI), based upon Concept ~ o d e l l e r Associated
~~. with
each feature type was a set of alternative schemas for dimensioning and tolerancing
the feature. When developing a component, the user would create a starting feature,
for example a block or cylinder, and add or subtract additional features.
4. Component inspection
4.1. Inspection planning
4.1.1. Computer airled process plannir~gand CADICAM
Computer aided process planning (CAPP) systems are often regarded as being
central to the realization of computer integrated manufacturing as they provide the
link between design and manufacturing activities (Brown and Gyorog 1990).
Early CAPP systems were almost purely text based and used for the high level
planning of the overall method of manufacture. Generating cutter paths and the code
necessary to drive computer numerically controlled (NCICNC) machines has a
similar background; the text language Automatically Programmed Tool (APT)
being probably the best known (Eversheim and Scheenwird 1993).
Integration of design and inspection systems - a lirerature review 1227
For many years now it as been commonplace to use the 2 o r 3D geometry from a
computer aided design (CAD) system as a basis for generating cutter paths. This is
known as CAD/CAM. In this article, the term Inspection Planning will be used to
encapsulate the high levels of planning automation typically associated with CAPP as
well as the generation of the programmes to drive computer controlled measuring
machines. This is also sometimes known as off-line programming o r OLP.
(4) Inspection process planning expert (IPPEX) . Brown and Gyorog (1 990)
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(9) Netv South Wales, PC based inspection. Farmer and Smith (1991) described a
PC based inspection planing system where inspection data coded into feature
attributes in a 2D AutoCAD drawing were used to drive a CMM.
T Surface Nonnal
termed the features' local accessibility cone (LAC). (see Fig. 3.) For regular features
the LAC can be calculated. In order to account for situations where valid probe
orientations intersected the workpiece, i.e. a clash situation, a global accessibility cone
(GAC) was also determined as the set of probe orientations which did not pass
through the workpiece. Given that a set of features can be inspected by the same
probe if there is a non-empty intersection of their GAC's, determining the minimum
number of probe orientations required to inspect all features is a matter of finding the
minimum number of sets of features with non-empty GAC intersections. Finding the
optimal minimum number of sets is an insoluble problem, but algorithms for
determining sub-optimal sets are possible. Other techniques must be used to select
appropriate orientations from the candidate orientations suggested. Yau and Menq
(1994) used the principle of local accessibility cones for free form surfaces which
cannot be directly calculated. Instead, the set of surface normals for a finite number of
candidate inspection points was used to create the LAC.
Khoshnevis and Yeh (1992) developed the similar concept of accessibility zones
for given feature surfaces. An accessibility zone was the area of the feature accessible
given the available probe orientations.
Cowling and Mullineux (1989), Medland er at. and Medland and Mullineux
(1993) used standard probing algorithms for regular features and point to point
inspection for other, non-regular surfaces. Standard algorithms included equi-distant
points on the circumference of a circle, the number of points to be inspected could be
defined interactively.
EPS-1 (Patrick 1987, Brown and Gyorog 1990) used a template for each feature
assuming an ideal relative orientation of probe and feature (see Fig. 4). This idea was
extended by Legge and Ahman to compensate for relative probelfeature orientation.
Merat and Radack (1992) used a template known as an inspection plan fragments
generator (IPFG) which produced inspection code fragments, i.e. inspection plans for
individual feature, depending upon tolerance feature type.
Walker and Wallis (1992) used a regular rectangular grid projected upon the
surface of the feature to be measured, placing probing points a t random positions
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inside each grid cell. These points were then grouped into 'clusters', the cluster size
(and grid mesh) depending upon feature type and tolerance. Each cluster was
subsequently replaced by a representative probing point. Varder and Ozsoy used a
method for the placement of probing points on a planar surface which was derived
from the technique of mesh generation for finite element analysis (FEA). A candidate
set of inspection points was given by the centroid of each of the triangular mesh
pzitches from the mesh generation algorithms. Three methods of selecting the required
number of points from this candidate set were presented; random selection,
maximizing the distance between selected points and selection of the outermost points
within the meshed surface (see Fig. 5).
Yau and Menq (1991, 1992) used a statistical sampling plan to determine the
number of probing points required based upon the design tolerance and the accuracy
of the manufacturing processed used to generate the feature. This information was
held as inspection attributes associated with each feature in the C A D system used.
The sampling plan gave the number of inspection points but not their distribution
over the feature and, as would be expected, increased the number of sample points in
response to tighter tolerances, and reduced them as process capability improves.
Duffie et al. (1988) generated paths for probing complex sculpted surfaces which
drove the probe normal to the surface, with a given scanning density. This technique
was also described by Roth-Koch (1993) and Reynolds (1988). Kawabe et al.
increased the probing density at the edge of the free form surface to reduce the
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In clash avoidance schemes, clash situations are avoided when defining a probe
path. In clash evasion schemes candidate probe paths are checked for clash situations
which, if found, are corrected (Udupa). In both situations it is important to know the
distance between objects during relative movement as well as the extent of a clash if it
should occur. Dong and Yuan (1993) identify a variety of techniques for calculating
the distance between two objects including geometric transforms and hamming nets.
Merat and Radack (1992) used pre-calculated configuration spaces (Lozano-Perez
and Wesley 1979) for probing a feature with given CMM/probe combinations. As the
configuration space for a component is the union of the configuration spaces of its
individual features, they were able to generate a component configuration space. This
was then used with a minimum path algorithm to derive allowable paths within the
configuration space.
Yau and Menq (1991, 1992) consider the avoidance of clash by selection of
alternative probe orientations. The idea of a local accessibility cone developed by
Spyridi and Requicha (1990) was modified to take account of only those points being
inspected rather than the entire surface of the feature. From the candidate orienta-
tions found, the probe orientations which allow access to the inspection points can be
determined. A heuristic method was used to select a probe orientation that does not
chsh with the component during approach to these points.
Walker and Wallis (1992) used the technique of shrinking the model of the probe
tip (or any other part of the probe model) to a point and growing the model of the
component being inspected by a corresponding amount. If the probe tip centre lies
inside the grown component a t any time then a clash situation exists. This is a
technique well known in the robot path planning community (Dong and Yuan 1993,
Target Point
Start Point
component. A heuristic method was then used to modify the probe path by the
placement of additional transit points if a clash situation was discovered; however no
details were given.
4.4. Evaluarion
4.4.1. Random and deterministic measurement errors
In order to evaluate the raw data from the C M , it has to be known that this raw
data itself accurately represents the measured points. Deterministic errors can be
compensated for by correcting the measured probe points with a mathematical model
of the C M M developed by either measuring a testpiece with known geometry, for
example a three dimensional ball plate, or by measuring individual geometric
parameters using a n independent measurement technique such as laser interferome-
try. These are known as artefact testing and parametric calibration respectively. A
total of 21 dimensional errors can be identified in a CMM: three scale errors, vertical
and horizontal straightness, three angular errors per axis, and three squareness errors.
These techniques can improve accuracy by a factor of ten (Kunzmann and WLldele
1988, Elshennawy and Harn).
'pre-localization'.
Localization errors can also be corrected by other means. Yau and Menq
(1991, 1992) proposed a statistical method of separating random errors, i.e. resulting
from the measurement itself o r from errors, from deterministic errors, i.e. resulting
from the mislocation of the component, when measuring surfaces of a known
form.
systems, close commercial links to specific software vendors to achieve high levels of
functionality limits user choice and also the entry of new systems t o the market place.
It seems likely that the emerging standard for the exchange of product data
(STEP) will lead to new problems and possibilities for researchers to explore. The
fruits of this work will probably not be seen in commercial systems for several years to
come. Higher levels of automation are likely to be seen in all areas of computer
support for activities in design and manufacturing related areas, it simply remains for
these to be implemented.
Acknowledgements
As this article represents a review of published work it is impossible to include the
most recent developments. Limitations of space also preclude a more detailed analysis
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of individual aspects of inspection planing, which after all, are dealt with most
thoroughly in the original works. I hope that the researchers and research groups
whose work is mentioned here will bear this in mind when criticising me for the poor
coverage I have given their work.
Acknowledgement is duly given to my co-workers in the Department of Manu-
facturing Engineering at Luled University of Technology and especially t o N U T E K
for funding.
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