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GD&T: Maximum angular misalignment of two bearing mounts on a shaft

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Nereth1

Mechanical
Feb 2, 2014
136
Hi everyone,

I have a reasonably long fabricated shaft with a bearing mounted to each end. The critical design constraint being that these mounts are aligned roughly coaxially (Ø1mm) and quite accurately parallel (2 minutes of arc). The mounts are welded on to the shaft so the welding distortion is likely to pull them out of good alignment right at the joint before the bearing despite the rest of the shaft being straight.

I'm new to GD&T (first time using it on a real project is this project) and no-one else at my company uses it, I'm basically teaching myself straight off the internet+ASME Y14.5, so I am not very confident in my chosen method.

What I have chosen to do is set one bearing mount axis as a reference datum, and then hold the other one coaxial to 1mm and parallel to Ø0.2mm, but this just doesn't feel very robust - I'm not too happy about measuring angularity using a distance instead of the actual angle, for one, if we modify the length of the whole welded spigot for some reason that tolerance needs to be changed, and it will be different on every slightly varying product in the range.

Based on my reading last night, there are a few other ways I can think of and they all might not be valid:

1) Use a parallelism tolerance that grows with distance, i.e. tolerance it Ø0.2/150. I'm not sure that method works the way I think it does. I'm not sure if it means "entire surface must lie within 0.2*(length/150) of a line parallel to the reference", which wouldn't work because subsections of a length longer than 150 could easily be more angled than it implies, or if it means "every 150mm long section of surface can have maximum 0.2 diametrical deviation from parallel), which would work as it holds every subset of the length within angular limits.

2) The standard describes making a conical tolerance zone by enforcing a wide diametrical tolerance on one surface and a narrow one on the other, and the reader interpolates. But that feels just as if not more awkward than what I'm doing currently.

3) I can enforce parallelism on only the bearing mount surface itself using a chain line to delineate it, rather than the whole spigot, but if we change the bearing spec to a bearing of different width we have the same issue with the tolerance needing to be changed.

I've never seen any reference to it yet in the standard or any of my reading (although I'm not done going through either) but wouldn't it be just great to be able to specify an angle in a geometric tolerance instead of a distance? Would completely solve this if I could just have a tolerance that reads "parallel, Ø0.033°, to reference axis A", but I don't think this is supported?

Thanks for your help and advice.
 
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Rigidly mounted bearings are not going to like that shaft no matter how you tolerance it, and no matter how long it is (not revealed).




Mike Halloran
Pembroke Pines, FL, USA
 
It's basically not possible to measure that shaft with the precision and resolution that the bearings need to survive. The only rational way to make it is to machine it oversize, weld, stress relieve, then grind both bearing seats to size, on centers, in one setup.

GD&T is not magic, and won't help. If you specify the numbers you really need for projected tolerance zones and such, nobody will bid on your parts.

If your bearings are self-aligning or mounted elastically, the design may work for a while, but don't expect miracles.








Mike Halloran
Pembroke Pines, FL, USA
 
Yes I agree this is almost certainly going to involve a finishing operation on the bearing seats, although we are going to try the first prototype without doing so to see what kind of welding misalignment we will actually be dealing with.

And yes actually being able to measure it will be horrible, I think we end up having to have the whole thing on vee blocks or steadies on a lathe and dial indicators on each side that we can slide along the bearing surface to measure both sides against each other.

If we ignore the difficulty of measuring it, any thoughts on the best way to tolerance it? And if we don't, any thoughts on the best way to measure it?
 
If one end is datum feature A and the other end is called datum feature B, then a total runout could be used on each end DRF to componed A-B
First end total runout xxx to A-B (this is datum feature A)
Second end totsl runout xxx to A-B (this is datum feature B)

or
maybe

composite position to be used:
upper segment xxx to A-B,
lower segment YYY (with no datums)
(composite callouts to be used on each end)

 
Greenimi,

I'm new to this (so new that I don't entirely understand your suggestion in the first place) so please don't bite if I'm wrong, but, wouldn't using a runout feature unnecessarily over-constrict the part? If I use cylindrical runout to limit angular misalignment of the two bearing mount points, I might inadvertantly reject parts that show excessive TIR due to ovality, non-concentricity, or taper, am I wrong? Knowing the pipe these are going to get put into, I suspect this will be an issue as a lack of concentricity is going to cause the dial indicator to go crazy, even though the part will work (since the pipe is long enough that a fair lack of concentricity won't translate into particularly much angular misalignment).

 
If the shaft rotates fast enough to need balancing, then everything had better be dead nuts concentric to start, or you will have to add or subtract a great deal of mass to balance it.

How long is the typical instantiation of this shaft design?

You will need 'tenths' indicators at least.

You need to review the fine print in the thickest bearing catalog you can find.



Mike Halloran
Pembroke Pines, FL, USA
 
To give some added detail of the engineering, the shaft is stationary, the application is materials handling conveyor rollers. The design will be for the longer ones, 700mm+ between bearings I imagine, bearings would be deep groove ball, between 25-50 ID.
 
Crap; I thought you were talking about helicopter drive shafts or something similar.

I thought m/h rollers typically used super-cheap machined ball bearings, with soft races that sort of burnish/brinnell in service, have loose tolerances and clearances, and are noisy from day one. The roller assemblies are typically replaced a couple of years after the balls fall out or turn to powder.

Have you checked the shaft for deflection? Static camber and dynamic deflection may cause more angularity of the bearing seats than a regular bearing can stand. Is that why you're using a three piece shaft, i.e. the center section is a tube and the shafts are stubs? Or are you welding bushings near the ends of a rather skinny shaft?







Mike Halloran
Pembroke Pines, FL, USA
 
What about:
composite callout
PLTZF: position 1mm to A-B
FRTZF: 0.02mm to A-B

Lower segment FRTZF will control ORIENTATION ONLY

Why this soluton does not work?

And yes you are right about total runout

"9.4.2.1 Applied to Surfaces Around an Axis.
Where applied to surfaces, constructed around a datum axis, total runout may be used to control cumulative variations such as circularity, straightness, coaxiality, angularity, taper, and profile of a surface"
 
Hi Nereth 1

A question, are the bearing mounts not machined after welding in position? Can you provide a sketch of your situation?

 
Mike,

Not hellicopter shafts, thankfully. But not rollers quite as cheap as you have in mind, as these will be running easily 10,000 tonnes per hour+, and are designed to a bearing life of 75000 hrs L10 (which admittedly they rarely reach before either bulk changeout at 20k hours or grease failure at 35k, but a spec is a spec). As such we use bearings from the big manufacturers (SKF, FAG, etc).

Yes I have taken into account loading deflections - the 2 minutes of arc I quoted was chosen with enough head room to allow for those. Speeds are about 600 RPM at most and shafts are designed in our industry (for better or worse) to about 8 or 12 minutes of Arc deflection depending on the spec one is working to (No official standard for this one here, only company standards).

Desertfox,

This is currently a prototyping operation to develop a new product. I am hoping we don't need a secondary machining operation, and will know once I have measured the welding deflections, since on the production line, turning these around after welding and sending them back to the turning section will be costly. Having said that, I am about 85% sure that regardless of what I "hope", it is going to have to happen.

Gabimot,

I have attached a exerpt from the drawing so you can see what I went with on Friday as my first pass with about 1 hours experience with GD&T. Is this similar in functionality to what you are after? Please feel free to tell me if I am using GD&T incorrectly as at that point I didn't even have the ASME standard to read through.

If that is similar to what you are saying, please see my original post for why I don't particularly like it :p

Thanks everyone. Awaiting your replies.


 
 http://files.engineering.com/getfile.aspx?folder=726084b2-de41-4829-a81d-a9be41a4b0dc&file=Hollow_shaft.jpg
Hi Nereth1

Firstly I don't think you need the parallel tolerance if your using concentricity see this link:-


Its been my experience that you weld components first and then machine them afterwards, however I still don't see where your welding the mounts onto the shaft but I think your heading for a fall.
 
Desertfox,

Note that the parallel tolerance is much tighter than the concentric tolerance. Also with total runout, as I mentioned to gabimot, that ends up failing parts on more parameters than I want to.
 
Well I spoke to one or two other people (A consultant we have working with us that usually works in the automotive industry helped out, he was good but not a total guru) about this and the best solution I came up with was to chain line a subset of the surface and tolerance that for parallelism. I still don't like the idea of using distances to tolerance angles in the same way as I don't like dimensioning from A to B and B to C when it's A to C that I actually care about, but it's the best solution I could come up with at the time.

I'd still love an explanation of the 0.1/100 tolerances that can be used to vary the tolerance with the length of the feature, if anyone could explain? I'm not sure if they are:

a) total variation of the part is 0.1 * part length/100

or

b) Part can only vary by 0.1 in any given length of 100.

If it's the latter, that's my real solution as it allows conical and tapered tolerance zones. If it's the former, it just widens the tolerance zone as the part gets larger which isn't great.
 
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