When manufacturing large or complex parts, often a rough operation such as casting is used to create the majority of the part geometry. Due to the highly variable nature of the casting process, for mechanical components that require precision surfaces for functionality or assembly with others, some of the important features are machined to specification. Depending on the relative locations of as-cast to-be-machined features and the amount of material at each, the part may be positioned or ‘set up’ on a fixture in a configuration that will ensure that the pre-specified machining operations will successfully clean up the rough surfaces and produce a part that conforms to any assigned tolerances. For a particular part whose features incur excessive deviation in the casting process, it may be that no setup would yield an acceptable final part. The proposed Setup-Map (S-Map) describes the positions and orientations of a part that will allow for it to be successfully machined, and will be able to determine if a particular part cannot be made to specification.

The Setup Map is a point space in six dimensions where each of the six orthogonal coordinates corresponds to one of the rigid-body displacements in three dimensional space: three rotations and three translations. Any point within the boundaries of the Setup-Map (S-Map) corresponds to a small displacement of the part that satisfies the condition that each feature will lie within its associated tolerance zone after machining. The process for creating the S-Map involves the representation of constraints imposed by the tolerances in simple coordinate systems for each to-be-machined feature. Constraints are then transformed to a single coordinate system where the intersection reveals the common allowable ‘setup’ points. Should an intersection of the six-dimensional constraints exist, an optimization scheme is used to choose a single setup that gives the best chance for machining to be completed successfully. Should no intersection exist, the particular part cannot be machined to specification or must be re-worked with weld metal added to specific locations.

Parts are always manufactured with deviations from their nominal geometry due to many reasons such as inherent inaccuracies in the machine tools and environmental conditions. It is a designer job to devise a proper tolerance scheme to allow reasonable freedom to a manufacturer for imperfections without compromising performance. It takes years of experience and strong practical knowledge of the device function, manufacturing process and GD&T standards for a designer to create a good tolerance scheme. There is almost no theoretical resource to help designers in GD&T synthesis. As a result, designers often create inconsistent and incomplete tolerance schemes that lead to high assembly scrap rates. Auto-Tolerancing project was started in the Design Automation Lab (DAL) to investigate the degree to which tolerance synthesis can be automated. Tolerance synthesis includes tolerance schema generation (sans tolerance values) and tolerance value allocation. This thesis aims to address the tolerance schema generation. To develop an automated tolerance schema synthesis toolset, to-be-toleranced features need to be identified, required tolerance types should be determined, a scheme for computer representation of the GD&T information need to be developed, sequence of control should be identified, and a procedure for creating datum reference frames (DRFs) should be developed. The first three steps define the architecture of the tolerance schema generation module while the last two steps setup a base to create a proper tolerance scheme with the help of GD&T good practice rules obtained from experts. The GD&T scheme recommended by this module is used by the tolerance value allocation/analysis module to complete the process of automated tolerance synthesis. Various test cases are studied to verify the suitability of this module. The results show that software-generated schemas are proper enough to address the assemblability issues (first order tolerancing). Since this novel technology is at its initial stage of development, performing further researches and case studies will definitely help to improve the software for making more comprehensive tolerance schemas that cover design intent (second order tolerancing) and cost optimization (third order tolerancing).

There is very little in the way of prescriptive procedures to guide designers in tolerance specification. This shortcoming motivated the group at Design Automation Lab to automate tolerancing of mechanical assemblies. GD&T data generated by the Auto-Tolerancing software is semantically represented using a neutral Constraint Tolerance Feature (CTF) graph file format that is consistent with the ASME Y14.5 standard and the ISO STEP Part 21 file. The primary objective of this research is to communicate GD&T information from the CTF file to a neutral machine readable format. The latest STEP AP 242 (ISO 10303-242) “Managed model based 3D engineering“ aims to support smart manufacturing by capturing semantic Product Manufacturing Information (PMI) within the 3D model and also helping with long-term archiving of the product information. In line with the recommended practices published by CAx Implementor Forum, this research discusses the implementation of CTF to AP 242 translator. The input geometry available in STEP AP 203 format is pre-processed using STEP-NC DLL and 3D InterOp. While the former is initially used to attach persistent IDs to the topological entities in STEP, the latter retains the IDs during translation to ACIS entities for consumption by other modules in the Auto-tolerancing module. The associativity of GD&T available in CTF file to the input geometry is through persistent IDs. C++ libraries used for the translation to STEP AP 242 is provided by StepTools Inc through the STEP-NC DLL. Finally, the output STEP file is tested using available AP 242 readers and shows full conformance with the STEP standard. Using the output AP 242 file, semantic GDT data can now be automatically consumed by downstream applications such as Computer Aided Process Planning (CAPP), Computer Aided Inspection (CAI), Computer Aided Tolerance Systems (CATS) and Coordinate Measuring Machines (CMM).

Design problem formulation is believed to influence creativity, yet it has received only modest attention in the research community. Past studies of problem formulation are scarce and often have small sample sizes. The main objective of this research is to understand how problem formulation affects creative outcome. Three research areas are investigated: development of a model which facilitates capturing the differences among designers' problem formulation; representation and implication of those differences; the relation between problem formulation and creativity.

This dissertation proposes the Problem Map (P-maps) ontological framework. P-maps represent designers' problem formulation in terms of six groups of entities (requirement, use scenario, function, artifact, behavior, and issue). Entities have hierarchies within each group and links among groups. Variables extracted from P-maps characterize problem formulation.

Three experiments were conducted. The first experiment was to study the similarities and differences between novice and expert designers. Results show that experts use more abstraction than novices do and novices are more likely to add entities in a specific order. Experts also discover more issues.

The second experiment was to see how problem formulation relates to creativity. Ideation metrics were used to characterize creative outcome. Results include but are not limited to a positive correlation between adding more issues in an unorganized way with quantity and variety, more use scenarios and functions with novelty, more behaviors and conflicts identified with quality, and depth-first exploration with all ideation metrics. Fewer hierarchies in use scenarios lower novelty and fewer links to requirements and issues lower quality of ideas.

The third experiment was to see if problem formulation can predict creative outcome. Models based on one problem were used to predict the creativity of another. Predicted scores were compared to assessments of independent judges. Quality and novelty are predicted more accurately than variety, and quantity. Backward elimination improves model fit, though reduces prediction accuracy.

P-maps provide a theoretical framework for formalizing, tracing, and quantifying conceptual design strategies. Other potential applications are developing a test of problem formulation skill, tracking students' learning of formulation skills in a course, and reproducing other researchers’ observations about designer thinking.

A process plan is an instruction set for the manufacture of parts generated from detailed design drawings or CAD models. While these plans are highly detailed about machines, tools, fixtures and operation parameters; tolerances typically show up in less formal manner in such plans, if at all. It is not uncommon to see only dimensional plus/minus values on rough sketches accompanying the instructions. On the other hand, design drawings use standard GD&T (Geometrical Dimensioning and tolerancing) symbols with datums and DRFs (Datum Reference Frames) clearly specified. This is not to say that process planners do not consider tolerances; they are implied by way of choices of fixtures, tools, machines, and operations. When converting design tolerances to the manufacturing datum flow, process planners do tolerance charting, that is based on operation sequence but the resulting plans cannot be audited for conformance to design specification.

In this thesis, I will present a framework for explicating the GD&T schema implied by machining process plans. The first step is to derive the DRFs from the fixturing method in each set-up. Then basic dimensions for the features to be machined in each set up are determined with respect to the extracted DRF. Using shop data for the machines and operations involved, the range of possible geometric variations are estimated for each type of tolerances (form, size, orientation, and position). The sequence of manufacturing operations determines the datum flow chain. Once we have a formal manufacturing GD&T schema, we can analyze and compare it to tolerance specifications from design using the T-map math model. Since the model is based on the manufacturing process plan, it is called resulting T-map or m-map. Then the process plan can be validated by adjusting parameters so that the m-map lies within the T-map created for the design drawing. How the m-map is created to be compared with the T-map is the focus of this research.

Conceptual design stage plays a critical role in product development. However, few systematic methods and tools exist to support conceptual design. The long term aim of this project is to develop a tool for facilitating holistic ideation for conceptual design. This research is a continuation of past efforts in ASU Design Automation Lab. In past research, an interactive software test bed (Holistic Ideation Tool - version 1) was developed to explore logical ideation methods. Ideation states were identified and ideation strategies were developed to overcome common ideation blocks. The next version (version 2) of the holistic ideation tool added Cascading Evolutionary Morphological Charts (CEMC) framework and intuitive ideation strategies (reframing, restructuring, random connection, and forced connection).

Despite these remarkable contributions, there exist shortcomings in the previous versions (version 1 and version 2) of the holistic ideation tool. First, there is a need to add new ideation methods to the holistic ideation tool. Second, the organizational framework provided by previous versions needs to be improved, and a holistic approach needs to be devised, instead of separate logical or intuitive approaches. Therefore, the main objective of this thesis is to make the improvements and to resolve technical issues that are involved in their implementation.

Towards this objective, a new web based holistic ideation tool (version 3) has been created. The new tool adds and integrates Knowledge Bases of Mechanisms and Components Off-The-Shelf (COTS) into logical ideation methods. Additionally, an improved CEMC framework has been devised for organizing ideas efficiently. Furthermore, the usability of the tool has been improved by designing and implementing a new graphical user interface (GUI) which is more user friendly. It is hoped that these new features will lead to a platform for the designers to not only generate creative ideas but also effectively organize and store them in the conceptual design stage. By placing it on the web for public use, the Testbed has the potential to be used for research on the ideation process by effectively collecting large amounts of data from designers.

Dimensional Metrology is the branch of science that determines length, angular, and geometric relationships within manufactured parts and compares them with required tolerances. The measurements can be made using either manual methods or sampled coordinate metrology (Coordinate measuring machines). Manual measurement methods have been in practice for a long time and are well accepted in the industry, but are slow for the present day manufacturing. On the other hand CMMs are relatively fast, but these methods are not well established yet. The major problem that needs to be addressed is the type of feature fitting algorithm used for evaluating tolerances. In a CMM the use of different feature fitting algorithms on a feature gives different values, and there is no standard that describes the type of feature fitting algorithm to be used for a specific tolerance. Our research is focused on identifying the feature fitting algorithm that is best used for each type of tolerance. Each algorithm is identified as the one to best represent the interpretation of geometric control as defined by the ASME Y14.5 standard and on the manual methods used for the measurement of a specific tolerance type. Using these algorithms normative procedures for CMMs are proposed for verifying tolerances. The proposed normative procedures are implemented as software. Then the procedures are verified by comparing the results from software with that of manual measurements.

To aid this research a library of feature fitting algorithms is developed in parallel. The library consists of least squares, Chebyshev and one sided fits applied on the features of line, plane, circle and cylinder. The proposed normative procedures are useful for evaluating tolerances in CMMs. The results evaluated will be in accordance to the standard. The ambiguity in choosing the algorithms is prevented. The software developed can be used in quality control for inspection purposes.

Small metallic parts of size less than 1mm, with features measured in tens of microns, with tolerances as small as 0.1 micron are in demand for the research in many fields such as electronics, optics, and biomedical engineering. Because of various drawbacks with non-mechanical micromanufacturing processes, micromilling has shown itself to be an attractive alternative manufacturing method. Micromilling is a microscale manufacturing process that can be used to produce a wide range of small parts, including those that have complex 3-dimensional contours. Although the micromilling process is superficially similar to conventional-scale milling, the physical processes of micromilling are unique due to the scale effects. These scale effects occur due to unequal scaling of the parameters from the macroscale to the microscale milling. One key example of scale effects in micromilling process is a geometrical source of error known as chord error. The chord error limits the feedrate to a reduced value to produce the features within machining tolerances. In this research, it is hypothesized that the increase of chord error in micromilling can be alleviated by intelligent modification of the kinematic arrangement of the micromilling machine. Currently, all 3-axis micromilling machines are constructed with a Cartesian kinematic arrangement with three perpendicular linear axes. In this research, the cylindrical kinematic arrangement is introduced, and an analytical expression for the chord error for this arrangement is derived. The numerical simulations are performed to evaluate the chord errors for the cylindrical kinematic arrangement. It is found that cylindrical kinematic arrangement gives reduced chord error for some types of the desired toolpaths. Then, the kinematic redundancy is introduced to design a novel kinematic arrangement. Several desired toolpaths have been numerically simulated to evaluate the chord error for kinematically redundant arrangement. It is concluded that this arrangement gives up to 5 times reduced error for all the desired toolpaths considered, and allows significant gains in allowable feedrates.

This thesis contains the applications of the ASU mathematical model (Tolerance Maps, T-Maps) to the construction of T-Maps for patterns of line profiles. Previously, Tolerance Maps were developed for patterns of features such as holes, pins, slots and tabs to control their position. The T-Maps that are developed in this thesis are fully compatible with the ASME Y14.5 Standard. A pattern of square profiles, both linear and 2D, is used throughout this thesis to illustrate the idea of constructing the T-Maps for line profiles. The Standard defines two ways of tolerancing a pattern of profiles - Composite Tolerancing and Multiple Single Segment Tolerancing. Further, in the composite tolerancing scheme, there are two different ways to control the entire pattern - repeating a single datum or two datums in the secondary datum reference frame. T-Maps are constructed for all the different specifications. The Standard also describes a way to control the coplanarity of discontinuous surfaces using a profile tolerance and T-Maps have been developed. Since verification of manufactured parts relative to the tolerance specifications is crucial, a least squares fit approach, which was developed earlier for line profiles, has been extended to patterns of line profiles. For a pattern, two tolerances are specified, and the manufactured profile needs to lie within the tolerance zones established by both of these tolerances. An i-Map representation of the manufactured variation, located within the T-Map is also presented in this thesis.

Conformance of a manufactured feature to the applied geometric tolerances is done by analyzing the point cloud that is measured on the feature. To that end, a geometric feature is fitted to the point cloud and the results are assessed to see whether the fitted feature lies within the specified tolerance limits or not. Coordinate Measuring Machines (CMMs) use feature fitting algorithms that incorporate least square estimates as a basis for obtaining minimum, maximum, and zone fits. However, a comprehensive set of algorithms addressing the fitting procedure (all datums, targets) for every tolerance class is not available. Therefore, a Library of algorithms is developed to aid the process of feature fitting, and tolerance verification. This paper addresses linear, planar, circular, and cylindrical features only. This set of algorithms described conforms to the international Standards for GD&T.; In order to reduce the number of points to be analyzed, and to identify the possible candidate points for linear, circular and planar features, 2D and 3D convex hulls are used. For minimum, maximum, and Chebyshev cylinders, geometric search algorithms are used. Algorithms are divided into three major categories: least square, unconstrained, and constrained fits. Primary datums require one sided unconstrained fits for their verification. Secondary datums require one sided constrained fits for their verification. For size and other tolerance verifications, we require both unconstrained and constrained fits