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Tolerance Stack Up Analysis:
The Basics of Tolerance Stack Up

Step 1 introduces you to the fundamentals of tolerance stack-up analysis in a clear, practical way. You’ll learn how to define dimensions, assign tolerances, and assess their combined impact on assembly variation while gaining insight into best practices for robust design. All demonstrated using RD8’s tolerance software.

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Tolerance Stack Up Analysis Guide

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Tolerance Stack Up Analysis Step 1

See "Episode 1" of the "How to set up a tolerance stack"-series

3D assembly model highlighting a section with colored blocks and a green banner reading 'IDENTIFY POI (POINT OF INTEREST)'.

Point 1 - Identify the Point of Interest (POI)

• Begin by locating your point of interest.

• In this example, the point of interest lies between the cradle, and the third box.

3D model of three colored rectangles—pink, yellow, and purple—partially inserted into a larger olive green rectangular block on a dark background with the text 'Take a Screenshot' above.

Point 2 - Find Appropriate Views

Switch to fullscreen mode and position your model as shown in the reference image.

Take a screenshot of the view.

• Open your empty worksheet, and click once to insert the screenshot.

• Click again to add the corresponding coordinate system.

Engineering software interface showing a tolerance box setup with labeled parts A and B and a pathfinder tool for auto-detecting paths between parts.

Point 3 - Identify and Setup the Tolerance Stack

• Position your object so it fits within the dotted square.

Add help/leader lines.

• Indicate the point of interest(POI) using the blue arrows. It will snap to the helping lines.

• Use the
tolerance path finder to define parameters.

• Select part A and part B corresponding to the POI.

• Select the path that the system found for us.

Engineering software interface showing a tolerance analysis with colored blocks labeled A, B, and C inside a larger box labeled D, with dimension arrows and a parameter table on the left side.

Point 4 - Make Illustration with Annotations and Link to Annotations to Parameters

• Locate the 'designation arrow' in the menu on the right.                    

• Assign each arrow to its corresponding parameter

Software interface showing table of tolerance box parameters including elements, dimension IDs, descriptions, nominal values, upper and lower tolerances, tolerance classes, and coefficients.

Point 5 - Add Data: Nominal Dimensions and Tolerances

• Enter the values for each parameter.                                                   

• Click save to store your inputs.

Engineering software screen displaying tolerance boxes on the left with transfer function definition, and a 3D model of colored boxes with labeled dimensions on the right.

Part 6 - Define the Transfer Function

• Define the transfer function as shown in the reference image.

• For 1D stacks - the transfer function can be derived automatically.

• Define the positive direction of the analysis.

Software interface displaying tolerance box parameters on the left and a colored 3D model with labeled dimensions on the right, with green banners labeled 'CHANGE METHOD' and 'START DEFINING REQUIREMENTS'.

Point 7 - Define Requirements and Set Targets

• Open the menu to define your requirements in the top right corner.

• In this example we say "there should always be clearance" which corresponds to setting LSL target to 0.00.

•Click save to make the program calculate based on your chosen settings.

•Change the evaluation method under the "Method" tab.

Software interface showing tolerance box measurements for parts with nominal, upper and lower tolerances, process capability indices, and a Monte Carlo simulation result with yield percentages and a bell curve distribution graph.

Point 8 - Optimize or Adjust

• Using Monte Carlo simulations, this example resulted in a succesfull scenario 99.46% of the time.

• We can now modify the parameter values and click save again. This will generate a new draft, with updated values, allowing you to compare them with previous ones.

•Click "PREVIEW AND PUBLISH DRAFT" to finalize and apply the changes.

Software interface showing tolerance box parameters and a diagram of nested colored boxes labeled A, B, C, and D with a conclusion stating there will always be clearance.

Point 9 - Make a Conclusion

• After adjusting the parameters, the design now ensures that clearance is always maintained.

• Now we write in the conclusion: "There will always be clearance"

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