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METROLOGY( Meng 5221 )
Lecture notes:-
By Instr. Bahiru B.
MECHANICAL ENGINEERING
College of Engineering
Wolaita Sodo University1.0 INTRODUCTION
Metrology is defined 2: ESSERESSEERSUREAI tis the language of science. you cannot
measure, you cannot describe it, you cannot analyze it. Measurement is Sa SAUTSEIUHA.,«.¢.,
toturn a shaft, measurement are USGS SSSI iiSCEnSESSISSEESHEGEGE. The measurement
for the shaft can be dimensional eg, radius, surface finish, roundness ete
1.4 System of International standards
‘This system has seven (7) base unit:
Quantity Unit
1. Length metre (m)
2 Mass kilogram (kg)
3. Time second (s)
4, Electric current ‘Ampere (A)
5. Temperature Kelvin (K}
6. Luminous intensity Candria (Cd)
7. Amount of substance ‘mole (mol)
From these base units, other units can be derived, e.g. Newton, N= kg.m/s?. One of the most commonly
used unit is the meter, which is defined as the distance travelled by light in vacuum during a time
interval of 1/299792458 of a second.
1.2 __Line and end standard
Line standards are measuring instruments which measure through some graduated scale ef, steel rule,
measuring tapes etc.Fig steetruleas2tine stnded
(ESSUERIETERESSRERNEMOEMRNIEES.€ c., eauge blocks (fig 1.2)
<=
‘The end standards are mainly used in both linear and angular measurements, Te surface finish must
have very low levels of roughness so as to minimize errors when measuring, and allow wringing,
1.3 Mathematical concepts in metrology
1.3.1 Definition of terms
2) Precision ~ hiss the FiiEESRGTSHSITESEUGRIAEREEMERY/measurand eg, 2.000% mm is
more precise than 1.001 mm.
») Accuracy This's EREHEEBERSRTSHAc.the nearness tothe ‘true’ value.
) Errors These can be described 2s iS FSCS EUS TESSUFERERT. They generally
are generally of two types:
') Systemic errors ~ these are ertors arising fromthe measuring system, such asa wrongly
graduated scale.a
14
li) Random errors ~ such as misreading a scale.
itis generally assumed that that not everything is known about the standard. if a measurement
is repeated severally, the observation will not be the same. This diserepancy is generally due to
random errors.
Repeatabi ty ~ This 's a measure of the reproducibility of reading of the reading of the
Standards
A stondord SESE SSS BERANE. These standards vary in accuracy
from the shop floor stancard all he way tothe international standard, The shop flor standard
should be traceable tothe organization's standard, which in turn should be traceable tothe
national standard and subsequently traceable tothe international standard SSeS
defined as the property of a measurement to be related to the national/international standard
through an unbroken chain of comparisons (salitsrat ons}
‘Through standardization/calibration/traceability, manufacturers can make components from
different locations and the parts will function as required. IE ssa
‘SEIS SRSELECIONEIOREBEEREE. For example a standard M10 by 1.25 mm bolt, if
‘made using calibrated equipment will always function regardless where it was made from.)
International Standard
National standard
¥
Company Standard
(company’s gauge block)
F
‘Shop floor vernier caliper
Fig 1.3: Traceability of a measurement144
Branches of metrology
Metrology can either be fra@@/legalimetloBy or Seiehtificmetrology. Madelmetrology simsat
promoting far trade to ensure that both the seller and buyer of say sugar get a fair deal
in
Kenya, trade metrology is regulated by the department of weights and measures, SINE
Scientific metrology in Kenya is under the mandate of the Kenya Bureau of Standards.2.0
LINEAR MEASUREMENT
2.4 Vernier instruments
Vernier instruments have two scales: » RGGESTESTOSTRAREESIE. his arrangement
improves the precision ofthe instrument. The most common examples ae the IAB
‘SiGRHSWERRIEEREREEEGEE. The principle of operation is such that the smallest graduation on
the main scale is divided into equal number of parts onthe sliding scale. The principle of reading
a vernier sale isilustratd in fig 2.1 below
> R44 vis
wil 7 oH
veep
‘ie opera fo
‘The steps are detailed below for the reading in fig 2.16,
(Note that the smallest division on the main scale is 1 mm. This is divided into ten (10) equal divisions
fon the sliding scale, giving 1/10 mm as the precision.)
1" step.
2 step
3 step
4a? step
‘the largest division on the main scale = 30 mm
the main scale reading that is coincident or just after zero on the sliding scale s3 mm
the first vernier reading that is coincident to a main scale readings 4,
Amm
hhence 4 *1/10 mr
addition 30 mm +3 mm +0.4 mm‘This verner principle is applicable to all vernier instruments, including vernier instruments for angular
‘ESSUESTIERESUEHGSVETAENERGESEISS. The main parts of a vernier caliper are ilustrated in ig 2.2
Figa.2:Pat of avemiercalipar
2.4.1 Measurement with a vernier caliper
a) Alignment
When measuring, HiGaIISeEmiUsEos BrOBEHNSNGned, '.c., FRSIiGSHEssUreMenemUBEBE
‘SSSITRORASISGSHTSRTANGLANTGAAAGEANBE. rors arising fom misalignment are
illustrated in fig 2.3 to 2.5.
ligament of verter calipers during measurementpivot
Fig2.4: Messuringan
external diameter
‘The vernier caliper is
rocked around the pivot
until the largest distance
(diameter) Is obtained(34%
‘The vammier is aligned to ensure shat the line of
measurement is paaliel tothe beam
Fig 2.5: Internal measurement
Other variations of the vernier caliper include dial calipers and electronic/digital calipers.
2.2 Micrometer instruments
Micrometer instruments employ precise screw threads for measurement: They SNES
! we sales ao ane onthe barrel andthe second on the thimble ss sho nfs?Spindle
Knurled Gripe
Anvil Spindle
N Ratchet
«\Faces
Reading 2 micrometers easier than the vernier previously discussed, ISSR aNES@ ST SESS]
‘SESIS TSIEN SEU MUSE ERDAS NERNIMEIOBEAIS| This gives the precision of the
micrometer. For example, if the smallest barrel division is 0.5 mm, and the number of divisions on
thimble are 50, then the reading of the micrometer is 0.01 mm (5 mm/S0). The reading is in three steps
as illustrated in fig 2.7
Obtain the reading on the barrel scale, (2.5 mm}
— GEESTESSSIARTSERERAIBISERIE (38 * 01 mm = 0.38 mm)
RRB (2.5 + 0.38 = 2.88 mm)Fig2.7: Reading e micrometer
sorewgage
ations of the micrometer screw gage include iil ICES iets
‘micrometers, internal micrometers, depth micrometers, ot
In comparison to the vernier caliper, the micrometer screw gage has the following advantages
and limitations,
a) More accurate
b) Higher precision
Easier toread
4) Obeys Abbey's principle
e) The ratchet controls the measuring pressure
Limitations
2) Short measuring range
b) Best suited for external measurement
More expensive
Measuring with the external micrometer
‘When taking an external measurement, a procedure similar to the one previously discussed for the
caliper is used as illustrated in fig 2.8
10Fig2.8 Measuring with an
external micrometer
a
As with the vernier
caliper, the intrument is
rocked until the diameter
isobtained23 — Dial Gauges
These instruments are
components shown in fig 2.9
‘The dial gauge has the main
atte
Bae
pisise
2) Front
REEGGIEIASUEUSEREEGWA This motion represents the de
FBZ. the use ofa dial gauge is illustrated in fig 2.10.
2ee
rT
Fig 2.10. Gauging with
otal ingicator
‘etre as atnion therpesiveoenestveromihislength Oil ncicstorscon aio be
3as shown in fig 2.11,
aheftis slowly
rotated
Fig 2.11: checking he rue running
Gauging is generally a measurement method where [SUSIE SURES els WeSrBEreBERNEER
inom and oc ee i ——____,
4Three tyes of ils are commonly used as illustrated in fg2.12
°
20
0
«
30
b) Continuous ant
elochwize balanced
al Concineus clockwise
Fig2A2: Types of ciale used in dial indicators
The most common gauge isthe SONOSORSUER
Ring gauges
Consider a 10 mm # 0.02 mm diameter shaft. The minimum acceptable diameter is 9.98 mm
while the maximum is 10.02 mm as illustrated in fig 2.13»)
Plug gauges
Consider a hole to be drilled with the same tolerance of 10 mm £0.02 mm diameter. The
maximum permissible diameter (minimum metal coeltion is 10.02 mm while the minimum
diameter f 9.98 mm (maximum metal condition). This hole EiS=SEea USSG!
(NOSOTEBUEB as itustrated in fig 2.14
16It should be noted that
Pten
b
0
a
Limits, fits and limit gauges
Definition of terms
Basic size ~ this also called the nominal siz, SSS is SS STEN
designer.
‘Actual size — this is the FiESiTESSUred Sane eOmBOnent
Limts of size ~this is the faximunt and minimum permissible sizes ofthe part
Tolerance ~th’s the difference between the maximum and the minimum limits of size as
illustrated in fig 2.15,
v7_—f y+
TP] Bese
252 Fits
‘The fit between two mating parts is the type of relationship between them, with respect to the
clearance or interference when joined. Three types of fits are identified
3) Glearance fit - the BSHEISSEEYSERaIERERSRIENEIRGIE. The minimum clearance is the
difference between the largest shaft and the smallest hole, while the maximum clearance is the
difference between the smallest shaft and the largest hole.
itference between the agest shaft andthe sales ole
©) Transition ft - eecurs when the variation between shaft and hole can result in either a clearance
or an interference fit
The three types of fits are illustrated in fig 2.16
18transition interference
Fig 2.16: Clearance, transition and
Interference fits
‘To obtain the various fits, two approaches are adopted:
(ESRREREt anal
iMustrated in fig 2.17,
‘These approaches are
19Generally, the hole basis system is preferred because holes are routinely made by standard tools such as
‘The clearance is a common type of fit and several categories are identified:
3) Slide fit- Werysmialilesrance. used when mating parts move slowly relative foleschiothet c.,
the feed motion in a drilling machine.
b) Easy slide- this ft guarantees 2 SaIEIESFanes.' SrisUresialignment between shaftanid HOIeTot
slow non-regular motion
eg. piston and slide valves
©) Running fit- these allow for SSBISEBISEIESIaRES. They re EPISVERIRpoNestOnENn
‘SESHSRSERRGUETSRERBEREE cg, crankshatts at the main bearings.
4) Slack running fits- Efile elesrarice RO CoMmipensate MOUntINEHTOR «5, camshafts in
internal combustion engines.
2.5.3 General limits of tolerance
‘The tolerance required in a part depend on. -
(i) eiaRIGF he Brod eg, the tolerances ona shaft ina posho mill would have very large
tolerances as compared to a shaft in a jet plane,
(ii) Manufacturing processes available
(iil) Cost generally the smaller the tolerances, the higher the cost.
the lowest cost. Tolerances can either be unilateral or bilateral os il ustroted in P22
i) Unitaryie.,x +3 or x £9] dimensions vary in one direction
i) Bilateral fx +2
20
Downloaded by Bans Sadaeno (busrmane3@gmsleem)252,
Soi Sato Soto.
ote SOD, Soro
2
the
BERR. The ISO system oflimits and fits covers holes and shafts from a few mm in diameter to over 3000,
mm diameter.
26 _Limit gauges
(ESRTGHTISNENGIETEREE. They are versatile tools in that they can be used even by unskilled labor to
accept/reject work pieces. An illustration of limit gauges is shown in fig 2.9
Limit systems
sh Gmginghles wth couse sats wth soa ens
22.6.1 _ Design of limit gauges
There are no hard rules, but 2
The
rule of the thumb is that
toe ean have uniateral or blteralrancs,
a) Unite
This is illustrated in fig 2.20
hm
I Z *
x Go
ut La min hole ae Fo
|_| -9
Fig 2.20: Unilateral tolerances on a gauge
z
For example, consider a hole, site of 30 +205
High hole limit is 30.05 mm
Low hole limit 29.95 mm
Tolerance = 0.1 mm, therefore gauge tolerance is 0.1/10 = 0.01 mm
Dimension of GO plug= 29.95 +3 mm
Dimension of NO GO plug 30.05 Boy mim
2TM) Bilateral system
In this cave, the tolerance on the workis bisected by the gauge
the 0.01 mm tolerance is bisected. Hence,
the above example is considered, then
Dimensions ofthe GO plug 29.95 48235 mm
Dimensions ofthe NO GO plug = 30.05 +825 mm
Inthe course of use, These gauges are routinely rubbing against the work, resulting in wear, IAREORH
‘can be compensated when designing the gauges to prolong ther life. Genera iy, 5% allowance of work
(GIEESRRESIETAEMUBEW This alowance is included when obtaining the nominal size of the gauge, It should
be noted that this wear generally affects the GO gauge.
For the example above,
Work tolerance = 0.1 mm, hence 5% of 0.1 mm = 0.005 mm
This is added to the nominal size of the gauge.
‘Therefore, nominal size of the gauge is 29.95 + 0.005 = 29.955 mm
‘With this nominal sizeof the gauge, the gauge tolerances can be obtained, kg for bilateral, the gauge
willhave a size of 29.995 28205 mm
2.7 Geometrical and positional tolerances
Tolerances has been described as the [afin iniensiohs tata bartean avelanGtil SENVEHHe
(RRREERBUBEEE. Geometrical and positional tolerances are important mainly:
1 When features are ete o functionality orinterehangeabity
bi 1c ensure consisteney Between desig, manufacturing aninspecton
Psion lero etr othe RESORASTGERIGRGMERURE. ne ocavon of shoe tobe
drilled as shown in fig 2.21
2320+)
204,
Fig 2.21: Positional tolerancing of a hole
‘The tolerance zone defined in fig 2.21 is a square zone as shown in fig 2.2220+}
Fig 2.22: Conventional Tolerance, prescribes a square zone
However, [isu AUARSCESSERESENBA os detailed in fg 2.23. Point A is acceptable as far as
function and tolerancing is concerned. But the shaded area in the circle is not acceptable from the
positional tolerancing. But if point Ais acceptable, then the shaded area is also functionally acceptable.
SIEGREINE. Adopting this method effectively increases the avaiable work tolerances during
25‘manufacturing thereby reducing the cost.
fig 2.23: Restriction of conventional tolerancing
Definition of terms
Feature — general term applied to a physical portion on a part eg, hole, slot, etc
Datum. theoretically correct/exac plane, point or axis from where dimensions are measured from (the
metrologst could use a surface plate or marking out table as his datum while the designer can use the
drafting table o set the datum in the computer when using a design software
Form tolerance - it species how far an actual feature is permitted to vary from the prescribed form in
the drawing
Profle tolerance specifies how far an actual feature is permitted to vary from the prescribed form in
the drawing relative toa datum (examples ae ilstrated in fig 2.4)
(Orientation tolerance — specifies how fara feature can vary relative to a datum,
(BeatlonSIeFARER— specines how the location of a feature can vary from a perfect location relative toa
datum or other feature
26unout tolerance ~ states how far a feature is permitted to vary from the desired form during a full 360°
rotation ofthe part ona datum aks
‘Type of Tolerance _| Symbol Characteristic ___| Uses datum
Form Straightness Never
flatness
ereulariy
Gylindrcity
Profile Profie ofaline | Sometimes
Profile ofa surface
Orientation “Angularity ‘Always
Perpendicularity
Parallelism
Tocation Postion
‘concentricity
Symmetry
OFS es 0 Q)0/0|
Run out Circular run out
7Total run out
Fig 2.23: Sample Geometric Dimensional and Tolerancing (GD&) symbols
283.0 ANGULAR MEASUREMENT
3.1 Introduction
‘Angles basically deal with directions. They define the relationship between two line/planes.
Where they intersect, is the vertex as shown in fig 3.1, We can thus define angle AOB
A
Fig 3.1: Vertex of two
lines
3.2 Measurement
The instruments used for angular measurements vary from simple scale instruments such as
protractors to highly specialized interferometers.
3.2.1 Squares
When a circle is bisected, two 180°angles result, Perpendicularity is the measurement ofa right
angle (90°). The right angle is generated from a plane surface. Squares are hardened steel right,
angles as shown in fig 3.2
29‘The cylindrical square, in conjuction with a surface plate is used to calibrate squares as shown in fig 3.3
cylindrical squar2
Check for alignment
square
3.3: Calibration of squares with e cylindrical square
Squareness may be defined as the accuracy of the right angle. When installing machines or in precision
scientific works, itis measured in seconds of an arc. On the shop floor, its more convenient to express
squareness deviations in terms of a length in a specified distance (like the way tapers are specified)
3.2.2 Spiritlevels
Levels are very common instruments and sometimes they are inbuilt in equipments e.g. in
tripods. They come in various formas as shown in fig 3.4
30Fig3.4: Spirit levels,
‘These levels are bubble instruments in that a bubble in a fluid that isin arc of a circle will respond to
gravity as shown in fig 3.5
Fig2.5: Bubble in a spirit level
Initially, the tubes were filled with spirits of wine (to avoid freezing), hence the term spirit level. The
precision of the level depend on the length of the radius of curvature, the larger the radius, the higher
the precision.
The spirit levels read as illustrated in fig 3.6
Cotter) Cae esr
a) level ') one division to the right
Fig 3.6: Reading spirit level
31‘The graduation is normally given in ratios ofan elevation to a length. e.g. 1 um to 100 mm.
3.2.
‘The spirit level is only used for small angles. This limitation is addressed by the clinometers. The
clinometer isa level mounted on a frame that can be rotated. The frame is rotated to take the reading,
‘The vials used to approximate the reading. The scale is then observed through an eye piece to obtain
precise readings. Typical sensitivity/precision is S seconds. The clinometers is illustrated in fig 3.7
Clinometers
Fig 3.7: Clinometer
3.2.4 Sine bars
The sine bar uses the trigonometric ratio the sine of an angle. The bar forms the hypotenuse of a
triangle while the opposite side can be obtained accurately (e,g. usig gauge blocks). The functional
features of a sine bar are shown in fig3.8
plugfyinder
known centerlengthcistance
Figasthe sine bar
32‘Atypical application of the sine bar isillustrated in fig 3.9
‘gauge blacks
Fig 2.9: Application of gauge
blocks
= sin
sin
Where 8
gle
= gauge block height
|= fength of sine bar.
‘The sine bar used together with a dial indicator can be used to gauge an angular surface as ilustrated in
fig3.10
33gauze blocks
Fig 3.10: Gauging with sine
bars
3.2.5 Angle gauge blocks
These blocks operate in a similar way to the length gauge blocks. They are end standards,
‘manufactured to very high accuracy and precision. They come with fewer pieces than the length
gauge blocks, since through their orientation during use depends ifthe angles on each block will
bbe added or subtracted from each other. This silustrated in fig 3.11
34
Downloaded by Bans Sadaeno (busrmane3@gmsleem)3.2.6 Dividing Heads
‘These instruments were developed to assist in dividing circles into equal number of divisions.
‘They find applications in miling (e.g. of gears, splines, etc)
a) The dial index head
It consists of a horizontal spindle mounted on a base as illustrated in fig 3.12.
plunger lever
Face plate
Pin
Scale
Fig 3.12: Dial index dividing head
‘On one end of the spindle , there is @ face plate for clamping work, on the other end there is a wheel for
‘turning the spindle against a scale. The plate has holes that engages the stationary housing. For example
a plate with 24 holes gives (360/24) = 25° increments.
35a) The plain index head
This is an improvement ofthe dial index head. A worm and gear mechanism is introduced to improve
‘the precision. Consider the dial index head with 24 holes as illustrated in fig 3.13,
SECTORARM INDEX INDEXHEADSPINDLE WORM WHEEL 40 TEETH
secon Anu’ INDEXPLATE WORMSHAFT WORMSINGLE
jain indexing head
Indexing moves Work piece
40 revs rev
I2arev (a/aoy (i724)
1/2arev= is '360/(40°24) = 0° 22" 307
With a 40:1 worm and gear addition, the precision improves from 15°to 0° 22’ 30”
364.0 COMPARATORS
4.1 Introduction
Comparators generally are measuring instruments that do not give an absolute measurement, but
compare two dimensions and give the difference between them. The dial gauge is the simplest
comparator. The standard is used to zero set the gauge and the measurand is the introduced and the
deviation is noted as illustrated in fig 4.1
rh
(0) zero set using the (2) Comparision
standard length |
Fig 4.1: Use of 2 dial gauge as a comparator
The amplification of the dial gauge is obtained through the use of levers and/or gear trains. However,
‘these amplifications have limitations, hence also limiting the resolution that cn be obtained. This is
solved by using optical, pneumatic or electronic amplification
4.2 High amplification comparators
4.2.4 High amp!
The traditional method is gearing method with a rack and pinion to convert the linear motion to
circular deviation as applied to dial gauges. With these methods, resolution of up to 0.5 um has been
achieved. These mechanical comparators have limitations due to friction, inertia, etc.
ication mechanical comparators
374.2.2 Electronic measurement
In this case, a mechanical measurement is converted into an electrical signal. The signal can then be
amplified ( power amplification) without the challenges of inertia/friction as experienced in the
mechanical comparators. The output signal can also be used to control a machine or a process.
‘The basic circuit is the Wheatstone Bridge as illustrated in fig 4.2
pick up
Meter
Fig 4.2: The Wheatstone Bridge
When the bridge is balanced, Le all resistances are equal there is no variation in the meter reading. If
the pick up resistance changes, there is a corresponding change in the meter. However, the instrument
is not stable, since the meter reading is dependent on the battery voltage. This s addressed by using an
impedance bridge. The bridge uses a linear variable differential transformer. (LVDT)
4.2.3 Pneumatic Comparators
‘These use pressurized air through a port whose size can be controlled. The feature to be measured
causes the calibrated air flow to change, corresponding to the feature that is being measured,
Pneumatic comparators have power amplification and also eliminates metal to metal contact, The
comparators use either pressure or flow rate control
a) Back pressure instruments
‘These instruments use pressure for measurement. A common type is the double orifice system,
Ilustrated in fig 4.3.
38Source Pressure
Restriction orifice
Intormediate pressure
nozale orifice
jouble orifice system
‘The nozzle orifice restricts flow in direct relation to the clearance distance x. this restriction causes
changes in the intermediate pressure. This change is measured and related to the clearance distance x.
Reducing x reduces the flow, increasing the pressure, Due to the compressibility of air, the sensitivity of
the instrument is affected. The mass of air entering the gauge must be equal to the mass of air leaving.
The gauge measures the clearance distance x by measuring the intermediate pressure variation.
However, the intermediate pressure is attained after sometime due to the compressibility, This
challenge is addressed by using rate of flow systems
b) rate of flow systems
‘These systems use constant pressure, while the rate of flow varies with the clearance x as illustrated in
fig 4.4
39Clesrancex
prossure 7
supaly valve
t ow meter
VY
rfiow
Figs: Constant Pressure,
flow rater ave
‘As the clearance is increased, the flow rate is also increased. The rise in the flow rate is measured by the
flow meter, and related to
e clearance distance x.
4.3 Optical Projectors
‘These are also called profile projectors. They are used for measuring such features as pitch of screw
threads, dimensions of small components such as diameter of pin sized shafts, etc. the partis placed on
the table of the projector. Light is then moved through a series of lenses to project the image on the
screen. By moving the x or y coordinate as appropriate, measurements can be taken,
44 Microscopes
‘These operate in a similar way to the profile projectors. However, the image is viewed with the eye and
‘the measurements taken as described for the profile projector.
45 Collimation
Light travels in straight lines, but it can be reflected back. If the reflector is placed at 90°, the light will
travel back on the same path as shown in fig 4.5.
40Reflector
Collimating lens
Fig 4.5: Collimation
Collimation is the action of aligning light to move in a specific direction. Ifthe mirror in fig 45 is tilted by
an angle 8, the reflected rays will be projected at A as shown in fig 4.6.
a1Fig 4.6: Measurement of angles with a collimator
‘This principle is used in auto collimators to accurately/precisely measure small angles. The auto
collimator uses this principle to measure angles/tlatness.
42Lame
iffuser
Cross line graticule
View point
Eyepiece
Collimatar objective
collimator
Fea.
Straightness
When two perfect planes meet, they form a perfect straight line, Straightness is a measure of the
deviation from this perfect straight line, The tolerance zone of straightness is the space between two
parallel straight lines that contain the actual ine. Straightness can be applied to an axis orto a surface as
illustrated in fig 4.8 and 4.9 respectively
43=
ga. straightness applied to an axis
Figs: straightness
tolerance on asurface
4.7 Flatness
This isthe property of a surface having all points on the same plane, Flatness is specified by two ‘Tat’
parallel planes that contain all the points on the surface under consideration as illustrated in fig 4.10'b) Tolerance zone
455.0 SURFACE TEXTURE
5.1 Introduction
‘The smoothness or roughness of a surface is dependent on the manufacturing method and the
application/use of the component. For rough surfaces, casting, rolling, forging, etc can be used as,
‘manufacturing methods of choice. Smooth surfaces such as those of gauge blocks, must be finished by
some secondary processes such as grinding, polishing, lapping, etc. These two scenarios,(from the rough
cast surface to the lapped surface) have a wide range and there is a need to specify the surface finish
required. Surface metrology is used to ensure that the design specifications can be ascertained in the
produced part
5.2 Surface texture measurement
5.2.1 Measurement
Surface finish/surface texture is the deviation from a true plane surface at @ micro level, as illustrated in
gS.
Fig 5.1: Surface finish
Several types of instruments are available for surface finish measurement
Stylus method instruments
‘These instruments have a stylus that traces the surface aver a certain length and the same is plotted on
a graph, Pocket size/shop floor instruments, as illustrated in fg 5.2, will probe the surface and display
‘the various results
46ce
Fig 5.2: Pocket Surface lester
Since the measurements are very small, the stylus would need to be smaller to be able to trace. The tip
radius of the stylus is generally between 1.27 jum and 12.3 um. The principle of operation of a stylus
instrument is illustrated in fig 5.3,
<——>
(ot
Fig 5.3: Surface roughness measurement with a stylus instrument
‘Two types of stylus instruments are identified
47(a) True datum/ skidless instrument
In this case, the assessment is made based on the path that the datum forms. The stylus moves across
the part along a datum surface established by the instrument as illustrated in fig 5.4
‘The main advantage of this layout is that
he resulting graph is a very close representation to the actual
surface being analyzed. However, setting up is difficult since the surface being analyzed must be aligned
to the machine datum,
(b) Surface datum/skid type instrument
‘These instruments use the surface being evaluated as the datum as illustrated in fig 5.5.
48siyus
‘skid
Fig 85: Skid ype styusinstument
A supporting slide rests on the surface and slides the stylus along the surface being evaluated. The
radius of the skid must me much larger than the feature being evaluated to ensure that it does not
‘probe’. The main advantage of this method is that it is very easy to set up. However, distortion of the
obtained graph is more as compared to the true datum instruments
5.2.2 Parameters Measured
(a) Arithmetic average (Rs)
This is the a
metic average of the absolute deviations measured from the center line along a specified
sampling length as shown in fig 5.6. The absolute values, irrespective of the sign, are used.
ty t ya tobe
nex BEMAY: Ir
cotetme
Sagi bh
alortnterghinoaress
49(b) Root Mean Square (RMS) method
This is computed in a manner similar to the arithmetic average, but the deviations are squared, added
‘together and the square root of the sum obtained
[it yt + yh + nt ve
RMS
(c) Maximum peak value thickness (Re
‘This picks the maximum outer and minimum inner point asin fig 5.7. It should be noted that any single
exceptionally large deviation outlier point (e.g. points x and y) would distort the results,
Fig 57: Maximum Peak Value (max)
(6) Ten point average (R,)
‘This method averages between five highest peaks and five deepest valleys in the sampling length
effectively reducing the effect of exceptional points that would distort maximum peak value above.
506.0 SCREW THREADS
6.1 Introduction
‘Threads are used as fasteners and as power transmission elements. The accuracy requirements of
threads depend on the application. This accuracy dictates the method of production, since the
production method has a big effect on the accuracy. Threads may be made though casting, thread
chasing (cutting), rolling, ete.
6.2 ‘Thread measurement and inspection
‘The elements to be checked are the major diameter, minor diameter, pitch diameter, pitch and the helix
angle.
6.2.4 Major diameter
‘The major diameter of a screw and the minor diameter of a nut can be measured with a snap and plug
‘gauge respectively. They can also be measured with a vernier caliper. The two parameters are illustrated
infig 6.2
‘ 2 : ) major Wr major
Minor diameter eae “NAA diameter
(a) Screw (b) Nut
Fig 6.1: Major and minor diameter of
screw threads
‘To measure the major diameter of a screw with a micrometer, the anvils should have a sufficient
diameter to span at least two threads as illustrated in fig 6.2
™m
m4
Fig 6.2: Measurement of major
diameter
516.2.2 Minor diameter
‘The minor diameter of a screw can be measured with a screw thread micrometer. This micrometer is
similar to the ordinary micrometer, but the anvils are replaced with anvil and spindle inserts as shown in
fig6.3
Fig 6.3: Screw thread micrometer
‘Two ‘V” inserts are used to contact the root of the thread as shown in fig 6.4
insert
Insert
Fig 6.4: Measurement of minor
diameter
526.2.3 Pitch Diameter
‘The three wire method is used. It involves using three small diameter cylinders (wires) of equal and
precise/accurate diameter as illustrated in fig 6.5.
Fig 6.5: The three wire
method
“Three wires are used to prevent misalignment of the measuring faces of the micrometer. The
‘measurement is carried out, and the dimension W, over the wires as shown in fig 6.5 is determined. The
pitch diameter is then computed as illustrated in fig 66
a vy
AC
Pyare reer S
2 as
53Peace £
WePe ances
where Wis the dstance ove the wires, Pi the pltchclameter and di the wie dameter
but c= AD —co
From the igure 42 = sin (2)
tence, AD = 8 = Leosec$
coe
co 2
Hence, CD = 2, = —Eewnere piste pitch ofthe tread and asthe thread angle
Therefore,
Therefore,
War +2(deosees
Hence,
ae
27 47
P= W-2(dcosee
Hence, using the three wire method, the pitch diameter can be determined
For iso metric screw threads, a = 60°
© a_¢@
2,
From this expression, the diameter of the wire to use for a particular pitch of threads can be
determined,
546.2.5 Pitch and thread angle
‘The pitch is defined as the distance between two corresponding points ina screw thread. Itcan be
‘gauged with a screw pitch gauge. It can be also be measured with profile projectors. The thread angle on
the other hand is generally measured using optical methods such as the profile projector.
55