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The Ultimative Guide to Tolerance Analysis

What the standard guide doesn't tell you.

• How to eliminate the need for dimensions and tolerances
• How to lower variation (improving quality) without tightening tolerances
• How to make sure your tolerance stack is valid

Learn how to master tolerance analysis. Not only for the stake of analysis - but with the purpose of making better designs that are simple and predictable.

Tolerance Stack-Up Basics and Forecasting
Handling Clearances
Identifying Tolerance Stacks
Parameter Studies and Optimization
Analysis Methods: Worst Case, RSS, Monte Carlo Simulation
1D, 2D, 3D stacks

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Tolerance Stack Up Analysis Guide

Why is Tolerance Stack-Up Important?

Tolerance analysis is essential for ensuring that parts fit together and function as intended.

It impacts:
• Product functionality - ensuring that the product always work, in all conditions, also when an assembly consists of parts all pushed to their limits of their tolerances
• Cost efficiency - Reduce need for tight tolerances, inspection, reduce scrap, expensive redesigns
• Reliability and quality - Deliver products that meet performance standards consistently

Not performing a proper tolerance stack-up analysis can lead to misaligned components, increased production costs, and product failure. By understanding and applying tolerance stack-up analysis, you can optimize design, improve manufacturability and maintain quality control throughout the product lifecycle.

This task is often postponed late into the design process - then revealing issues that can only be solved by making more precise parts (which is costly, more time consuming, harder to source or keep in control).




Explore the Steps to Become an Expert in Tolerance Stack-Up

The steps and videos below are designed to give expert know-how and considerations into your design - in light of practical examples and logic.

Want to see how a dedicated tolerance software tool can help you perform tolerance analysis effortlessly?

To get tolerance design support for a given project click below.

Tolerance Stack-Up: How to Set Up a Tolerance Analysis

Step 1

The Basics: Tolerance Stack Up Example

Step 1 - the basic techniques for setting up a tolerance stack.

In this guide we give a very basic Tolerance Stack up Example. We cover how RD8's Tolerance stack up analysis software works and how it will help you calculate your own tolerance stacks easily.

This includes how to define dimensions, assign tolerances, and assess their combined impact on assembly variation while gaining insight into best practices for Robust Design.

You will also see how to use different methods like Worst-Case Analysis, RSS, and Monte Carlo SImulation methods.

Lastly the guide covers how to define your requirements and make sure that your tolerance stack fulfils the requirement without failing.

Engineering software interface displaying tolerance boxes data and a 3D CAD model with labeled dimension arrows for three colored boxes inside a larger cradle.

Step 2

How To Handle Clearances

Clearances can be tricky - especially when dealing with tolerance stacks - and can significantly impact your design's performance if not managed correctly. This guide will show you a systematic approach to set up a tolerance stacks with clearance in the assembly, using a simple example to make the process clear.

You will learn how to define parameters, add dimensions and tolerances, and automatically find the transfer function for calculations.

The guide also covers best practices for handling clearances, such as making calculations with all parts at their extreme positions, and using Robust Design principles to eliminate the impact.

Close-up of hands holding a small black plastic component with an internal mechanism.

Step 3

Finding Your Tolerance Stack Path

Sometimes tolerance stack paths are easy to identify, but when you have more complex assemblies, it can be difficult to find the path. And in some cases perhaps impossible as there can be conflicting tolerance paths. This guide explains exactly why conflicting tolerance stacking paths can risk making you design unstable and problematic.

We will cover exactly how to find your tolerance stack path with a few examples of tolerance stacking using RD8's tolerance Path Finder, which can identify risk of conflicting paths much easier than the human eye.

You will see how conflicting paths are causing over-constraints - but also how these can be managed by Robust Design principles.

Software interface displaying an overview of a project titled 'Tolerance Boxes - 1 issue' with tolerance calculations, project details, and a 3D model of three interlocking parts in brown, green, and yellow.

Step 4

Parameter Sensitivity and Optimization

In this guide we explore how to manage parameter sensitivity and parameter optimization. With the objective of avoiding large variations in the final product/function due to a high sensitivity to input variations.
We go through the importance between sensitive- and Robust Design, and link it all to the tolerance stack in the design.

You will also be introduced to the best practices from Robust Design and Tolerance Stack-Up to reduce sensitivity in your designs, including keeping dimensions small and simplifying and reducing the number of parameters in a tolerance stack.

Comparison of design sensitivity between normal and robust systems showing input-output variation. Normal design has equal input and output variation with a wide output distribution graph. Robust design has greater input variation than output variation, with a narrower output distribution graph centered near the target value.

Step 5

Two-Dimensional Stacks (...and the difference between 1D-, 2D-, and 3D-stacks)

The different notions for 1D-, 2D-, and 3D-tolerances-stacks are explained in this step.

The key in this step is to simplify your design in order to minimize information and gain control of the design (so it it is simple to predict).

Diagram showing front, top, and 3D views of 1D, 2D, and 3D objects inside a hollow green base with labeled dimensions A_1, A_2, and A_3, and coordinate axes.

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