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The conventional statistical method of three-dimensional tolerance analysis requires numerous pseudo-random numbers and consumes enormous computations to increase the calculation accuracy, such as the Monte Carlo simulation. The purpose of this paper is to propose a novel method to overcome the problems.

With the combination of the quasi-Monte Carlo method and the unified Jacobian-torsor model, this paper proposes a three-dimensional tolerance analysis method based on edge sampling. By setting reasonable evaluation criteria, the sequence numbers representing relatively smaller deviations are excluded and the remaining numbers are selected and kept which represent deviations approximate to and still comply with the tolerance requirements.

The case study illustrates the effectiveness and superiority of the proposed method in that it can reduce the sample size, diminish the computations, predict wider tolerance ranges and improve the accuracy of three-dimensional tolerance of precision assembly simultaneously.

The proposed method may be applied only when the dimensional and geometric tolerances are interpreted in the three-dimensional tolerance representation model.

The proposed tolerance analysis method can evaluate the impact of manufacturing errors on the product structure quantitatively and provide a theoretical basis for structural design, process planning and manufacture inspection.

The paper is original in proposing edge sampling as a sampling strategy to generating deviation numbers in tolerance analysis.

The purpose of this paper is to propose a novel mathematical model to present the three-dimensional tolerance of a discrete surface and to carry out an approach to analyze the tolerance of an assembly with a discrete surface structure. A discrete surface is a special structure of a large surface base with several discrete elements mounted on it, one, which is widely used in complex electromechanical products.

The geometric features of discrete surfaces are separated and characterized by small displacement torsors according to the spatial relationship of discrete elements. The torsor cluster model is established to characterize the integral feature variation of a discrete surface by integrating the torsor model. The influence and accumulation of the assembly tolerance of a discrete surface are determined by statistical tolerance analysis based on the unified Jacobian-Torsor method.

The effectiveness and superiority of the proposed model in comprehensive tolerance characterization of discrete surfaces are successfully demonstrated by a case study of a phased array antenna. The tolerance is evidently and intuitively computed and expressed based on the torsor cluster model.

The tolerance analysis method proposed requires much time and high computing performance for the calculation of the statistical simulation.

The torsor cluster model achieves the three-dimensional tolerance representation of the discrete surface. The tolerance analysis method based on this model predicts the accumulation of the tolerance of components before their physical assembly.

This paper proposes the torsor cluster as a novel mathematical model to interpret the tolerance of a discrete surface.

The purpose of this study is to establish an assembly accuracy analysis model of deployable arms based on Jacobian–Torsor theory to improve the assembly accuracy. Spacecraft deployable arm is one of the core components of spacecraft. Reducing the errors in assembly process is the main method to improve the assembly accuracy of spacecraft deployable arms.

First, the influence of composite connecting rod, root joint and arm joint on assembly accuracy in the tandem assembly process is analyzed to propose the assembly accuracy analysis model. Second, a non-tandem assembly process of “two joints fixed-composite rod installed-flange gasket compensated” is proposed and analyzed to improve the assembly accuracy of deployable arms. Finally, the feasibility of non-tandem assembly process strategy is verified by assembly experiment.

The experiential results show that the assembly errors are reduced compared with the tandem assembly process. The errors on axes x, y and z directions decreased from 14.1009 mm, 14.2424 mm and 0.8414 mm to 0.922 mm, 0.671 mm and 0.2393 mm, respectively. The errors round axes x and y directions also decreased from 0.0050° and 0.0053° to 0.00292° and 0.00251°, respectively.

This paper presents an assembly accuracy analysis model of deployable arms and applies the model to calculate assembly errors in tandem assembly process. In addition, a non-tandem assembly process is proposed based on the model. The experimental results show that the non-tandem assembly process can improve the assembly accuracy of deployable arms.

Assembly errors of aeroengine rotor must be controlled to improve the aeroengine efficiency. However, current method cannot truly reflect assembly errors of the rotor in working state owing to difficulties in error analysis. Therefore, the purpose of this study is to establish an optimization method for aeroengine rotor stacking assembly.

The assembly structure of aeroengine rotor is featured. Rotor eccentricity is optimized based on Jacobian–Torsor model. Then, an optimization method for assembly work is proposed. The assembly process of the high-pressure compressor rotor and the high-pressure turbine rotor as the rotor core assembly is mainly considered.

An aeroengine rotor is assembled to verify the method. The results show that the predicted eccentricity differed from the measured eccentricity by 6.1%, with a comprehensive error of 8.1%. Thus, the optimization method has certain significance for rotor assembly error analysis and assembly process optimization.

In view of the error analysis in the stacking assembly of aeroengine rotor, an innovative optimization method is proposed. The method provides a novel approach for the aeroengine rotor assembly optimization and is applicable for the assembly of high-pressure compressor rotor and high-pressure turbine rotor as the rotor core assembly.

The purpose of this paper is to carry out an assembly tolerance analysis by means of a combined Jacobian model and skin model shape. The former is based on small displacements modeling of points using 6 × 6 transformation matrices of open kinematic chains in robotics. The latter easily models toleranced features with all kinds of geometric deviations.

This paper presents the procedure of performing tolerance analysis by means of the Jacobian model and skin model shape for assemblies. The point cloud-based discrete representative is able to model the actual toleranced surfaces instead of the ideal or associated ones in an assembly, which brings the simulation tools closer to reality.

The proposed method has the advantage of skin model shape which is suitable for geometric tolerances management along the product life cycle and contact analysis of kinematic small variations, as well as, with the Jacobian, enabling transformation of locally expressed parts deviations to globally expressed functional requirements. The result of the case study shows the accuracy of the method.

The proposed approach has not been developed fully; other functional features such as the pyramid are still ongoing challenges.

It is an effective method for supporting design, manufacturing and inspection by providing a quantitative analysis of the effects of multi-tolerances on the final functional key characteristics and for predicting the quality level.

The paper is original in taking advantages of both Jacobian model and skin model shape to consider all geometric tolerances in assembly.

The assembly quality of complex products is pivotal to their lifecycle performance. Assembly precision analysis (APA) is an effective method used to check the feasibility and quality of assembly. However, there is still a need for a systematic approach to be developed for APA of kinematic mechanisms. To achieve more accurate analysis of kinematic assembly, this paper aims to propose a precision analysis method based on equivalence of the deviation source.

A unified deviation vector representation model is adopted by considering dimension deviation, geometric deviation, joint clearance and assembly deformation. Then, vector loops and vector equations are constructed, according to joint type and deviation propagation path. A combined method, using deviation accumulation and sensitivity modeling, is applied to solve the kinematic APA of complex products.

When using the presented method, geometric form deviation, joint clearance and assembly deformation are considered selectively during tolerance modeling. In particular, the proposed virtual link model and its orientation angle are developed to determine joint deviation. Finally, vector loops and vector equations are modeled to express deviation accumulation.

The proposed method provides a new means for the APA of complex products, considering joint clearance and assembly deformation while improving the accuracy of APA, as much as possible.

Assembly accuracy is the guarantee of mechanical product performance, and the characterization of the part with geometrical deviations is the basis of assembly accuracy analysis.

The existed small displacement torsors (SDT) model cannot fully describe the part with multiple mating surfaces, which increases the difficulty of accuracy analysis. This paper proposed an integrated characterization method for accuracy analysis. By analyzing the internal coupling relationship of the different geometrical deviations in a single part, the Monomer Model was established.

The effectiveness of the Monomer Model is verified through an analysis of a simulated rotor assembly analysis, and the corresponding accuracy analysis method based on the model reasonably predicts the assembly deviation of the rotor.

The Monomer Model realizes the reverse calculation of assembly deformation for the first time, which can be used to identify the weak links that affect the assembly accuracy, thus support the accuracy improvement in the re-assembly stage.

This paper aims to develop a mathematical method to analyze the assembly variation of the non-rigid assembly, considering the manufacturing variations and the deformation variations of the non-rigid parts during the assembly process.

First, this paper proposes a deformation gradient model, which represents the deformation variations during the assembly process by considering the forces and the self-weight of the non-rigid parts. Second, the developed deformation gradient models from the assembly process are integrated into the homogenous transformation matrix to model the deformation variations and manufacturing variations of the deformed non-rigid part. Finally, a mathematical model to analyze the assembly variation propagation is developed to predict the dimensional and geometrical variations due to the manufacturing variations and the deformation variations during the assembly process.

Through the case study with a crosshead non-rigid assembly, the results indicate that during the assembly process, the individual deformation values of the non-rigid parts are small. However, the cumulative deformation variations of all the non-rigid parts and the manufacturing variations present a target value (w) of −0.2837 mm as compared to a target value of −0.3995 mm when the assembly is assumed to be rigid. The difference in the target values indicates that the influence of the non-rigid part deformation variations during the assembly process on the mechanical assembly accuracy cannot be ignored.

In this paper, a deformation gradient model is proposed to obtain the deformation variations of non-rigid parts during the assembly process. The small deformation variation, which is often modeled using a finite-element method in the existing works, is modeled using the proposed deformation gradient model and integrated into the nominal dimensions. Using the deformation gradient models, the non-rigid part deformation variations can be computed and the accumulated deformation variation can be easily obtained. The assembly variation propagation model is developed to predict the accuracy of the non-rigid assembly by integrating the deformation gradient models into the homogeneous transformation matrix.

The purpose of this paper is to present a novel Kriging meta-model assisted method for multi-objective optimal tolerance design of the mechanical assemblies based on the operating conditions under both systematic and random uncertainties.

In the proposed method, the performance, the quality loss and the manufacturing cost issues are formulated as the main criteria in terms of systematic and random uncertainties. To investigate the mechanical assembly under the operating conditions, the behavior of the assembly can be simulated based on the finite element analysis (FEA). The objective functions in terms of uncertainties at the operating conditions can be modeled through the Kriging-based metamodeling based on the obtained results from the FEA simulations. Then, the optimal tolerance allocation procedure is formulated as a multi-objective optimization framework. For solving the multi conflicting objectives optimization problem, the multi-objective particle swarm optimization method is used. Then, a Shannon’s entropy-based TOPSIS is used for selection of the best tolerances from the optimal Pareto solutions.

The proposed method can be used for optimal tolerance design of mechanical assemblies in the operating conditions with including both random and systematic uncertainties. To reach an accurate model of the design function at the operating conditions, the Kriging meta-modeling is used. The efficiency of the proposed method by considering a case study is illustrated and the method is verified by comparison to a conventional tolerance allocation method. The obtained results show that using the proposed method can lead to the product with a more robust efficiency in the performance and a higher quality in comparing to the conventional results.

The proposed method is limited to the dimensional tolerances of components with the normal distribution.

The proposed method is practically easy to be automated for computer-aided tolerance design in industrial applications.

In conventional approaches, regardless of systematic and random uncertainties due to operating conditions, tolerances are allocated based on the assembly conditions. As uncertainties can significantly affect the system’s performance at operating conditions, tolerance allocation without including these effects may be inefficient. This paper aims to fill this gap in the literature by considering both systematic and random uncertainties for multi-objective optimal tolerance design of mechanical assemblies under operating conditions.

Determinative locating and riveting distortions are highly coupled at assembly locale. Recent methods only take every tested or assumed locating errors at the mating surface into the process planning for the assemblies in a simple form. However, the growth of part number makes it nearly infeasible to take every locating error at every mating surface into the dimensional precision calculation. This paper aims to provide a solid riveting process planning for the reduction of practical locating-related distortions.

Large-scale metrology firstly measures the determinative coordinates for the locating-deviated key points. Iterative finite element (FE) analyses then calculate the riveting-related key point distortions from every rivet upsetting directions (UDs) and assembly sequence. These key points on the actual assembly contour and relative FE nodes yield two virtual planes. Virtual plane manipulation adds the riveting distortions into the locating-deviated coordinates. Finally, optimal algorithm integrates the iterative FE analyses with virtual plane manipulation.

Case studies validate that the virtual plane manipulation coincides with the test well, and the proposed method has good compensation of practical locating distortion.

The optimized rivet UDs may be set in a chaotic distribution, which may complicate the abundant riveting operations and the assembly appearance. Therefore, the use of automatic riveting systems can overcome the operational complexity, and the industrial design of rivet UD distribution will improve the assembly appearance.

The optimized UDs and assembly sequence are for assembly workers or automatic riveting systems.

The proposed method is the first to reduce the determinative locating distortion by a novel and efficient solid riveting process planning in detail, and the solid riveting process designed is conservative and accurate for practice.