Tolerance Budgeting With Jacobian-Based Compensator Selection

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Solution Overview

Problem

Tolerance analysis and allocation in systems design is computationally demanding and often requires an iterative trial-and-error approach, especially when dealing with perturbations in input parameters affecting output parameters, which can be time-consuming and inefficient.

Innovation Solution

The problem is addressed by transforming the task of tolerance allocation into fitting a multi-dimensional axis-aligned cuboid (orthotope) inside an ellipsoid using linear algebra, incorporating the effect of compensators to determine the efficacy of their choice, and providing an algorithm for this process, allowing for computationally efficient calculations and automatic tolerance allocation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If iterative trial-and-error approach is used for tolerance allocation, then tolerance analysis can be performed, but computational time and complexity increase significantly

Engineering Contradiction:
Improvetolerance allocation accuracyVSAvoidcomputational time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The patent transforms the tolerance allocation problem from an iterative trial-and-error process into a direct mathematical optimization problem by changing the parameters from tolerance values to vertex coordinates of an orthotope. This parameter transformation enables direct computation of optimal tolerances using linear programming, eliminating the need for repeated iterative simulations and significantly reducing computational time while maintaining allocation accuracy.

Inventive Principle:
Principle #35Parameter changes

2Measurement precision

If Monte Carlo simulations are used for tolerance analysis, then output errors can be estimated, but computational demand increases

Engineering Contradiction:
Improveoutput error estimation accuracyVSAvoidcomputational complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces the Monte Carlo simulation approach (which relies on repeated random sampling and statistical analysis) with a deterministic mathematical programming approach. By formulating tolerance allocation as an optimization problem with linear constraints and objective functions, the method substitutes probabilistic computational complexity with efficient linear programming algorithms, reducing both computational demand and algorithmic complexity while maintaining estimation accuracy.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If compensators are selected to correct perturbed systems, then output parameters can be brought within specifications, but selection process becomes complex

Engineering Contradiction:
Improvesystem tolerance to errorsVSAvoidcompensator selection complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent incorporates compensator effects directly into the optimization formulation by transforming the problem parameters to account for compensator adjustments. This allows the compensator selection and tolerance allocation to be performed simultaneously through a unified mathematical program, rather than through separate iterative processes. The transformation embeds compensator efficacy metrics into the objective function, simplifying the selection process while ensuring output parameters meet specifications.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS20220244718A1Method for tolerance analysis, synthesis, and compensator selection
Publication Date: 2022.08.04 JAIN PRATEEK
  • US20220244718A1 patent drawing
  • US20220244718A1 patent drawing
  • US20220244718A1 patent drawing

AI summary

Algorithm for tolerance analysis, allocation, and synthesis, also known as tolerance budgeting, is discussed. Also discussed is a metric to rank compensators for a system. It is based on the system Jacobian and the inner product of the output vector error as the tolerancing criterion. These tolerances are calculated by fitting an appropriate, axis aligned multidimensional Orthotope within an ellipsoid like region that is not necessarily axis aligned.