Concurrent optimization of dimensions and tolerances on structures and mechanisms

The paper deals with a problem of robust optimization of mechanical assemblies, which combines the allocation of tolerances with the selection of dimensional parameters. The two tasks are carried out together with the aim of minimizing the manufacturing cost and the variation on an assembly-level functional characteristic. The problem is addressed in the specific context of planar linkages used in structures and mechanisms. The proposed solution is based on an optimality condition involving both tolerances and dimensions, which allows to define a joint optimization problem avoiding the need of two sequential optimization phases. The condition is developed with the method of Lagrange multipliers using an expanded formulation of the reciprocal power cost-tolerance function. The optimal tolerances depend on the stackup coefficients of the output characteristic, which are calculated with a tolerance analysis method based on a static analogy. The procedure is demonstrated on two examples to illustrate some application details and discuss potential advantages and limitations.