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Int J Adv Manuf Technol (2000) 16:7397472000 Springer-Verlag London LimitedAutomated Assembly Modelling for Plastic Injection MouldsX. G. Ye, J. Y. H. Fuh and K. S. LeeDepartment of Mechanical and Production Engineering, National University of Singapore, SingaporeAn injection mould is a mechanical assembly that consists ofproduct-dependent parts and product-independent parts. Thispaper addresses the two key issues of assembly modellingfor injection moulds, namely, representing an injection mouldassembly in a computer and determining the position andorientation of a product-independent part in an assembly. Afeature-based and object-oriented representation is proposedto represent the hierarchical assembly of injection moulds.This representation requires and permits a designer to thinkbeyond the mere shape of a part and state explicitly whatportions of a part are important and why. Thus, it providesan opportunity for designers to design for assembly (DFA). Asimplified symbolic geometric approach is also presented toinfer the configurations of assembly objects in an assemblyaccording to the mating conditions. Based on the proposedrepresentation and the simplified symbolic geometric approach,automatic assembly modelling is further discussed.Keywords: Assembly modelling; Feature-based; Injectionmoulds; Object-oriented1. IntroductionInjection moulding is the most important process for manufac-turing plastic moulded products. The necessary equipment con-sists of two main elements, the injection moulding machineand the injection mould. The injection moulding machines usedtoday are so-called universal machines, onto which variousmoulds for plastic parts with different geometries can bemounted, within certain dimension limits, but the injectionmould design has to change with plastic products. For differentmoulding geometries, different mould configurations are usuallynecessary. The primary task of an injection mould is to shapethe molten material into the final shape of the plastic product.This task is fulfilled by the cavity system that consists of core,cavity, inserts, and slider/lifter heads. The geometrical shapesCorrespondence and offprint requests to: Dr Jerry Y. H. Fuh, Depart-ment of Mechanical and Production Engineering, National Universityof Singapore (NUS), 10 Kent Ridge Crescent, Singapore 119260.E-mail: mpefuhyhK.sgand sizes of a cavity system are determined directly by theplastic moulded product, so all components of a cavity systemare called product-dependent parts. (Hereinafter, product refersto a plastic moulded product, part refers to the component ofan injection mould.) Besides the primary task of shaping theproduct, an injection mould has also to fulfil a number oftasks such as the distribution of melt, cooling the moltenmaterial, ejection of the moulded product, transmitting motion,guiding, and aligning the mould halves. The functional partsto fulfil these tasks are usually similar in structure and geo-metrical shape for different injection moulds. Their structuresand geometrical shapes are independent of the plastic mouldedproducts, but their sizes can be changed according to theplastic products. Therefore, it can be concluded that an injectionmould is actually a mechanical assembly that consists ofproduct-dependent parts and product-independent parts. Figure1 shows the assembly structure of an injection mould.The design of a product-dependent part is based on extractingthe geometry from the plastic product. In recent years,CAD/CAM technology has been successfully used to helpmould designers to design the product-dependent parts. TheMouldMouldbaseCoolFillLayoutPlugSocketCav_1Cav_2CA-plateGuild-bushTCP-plateBep-plateCb-plateEa-plateEb-plateGuid-pinIp-plateRet-pinSliderbodyguideStop-blkHeel-blkheadCoreCavityProduct-independent partProduct-dependent partMove-halfFixed-halfFig. 1. Assembly structure of an injection mould.740 X. G. Ye et al.automatic generation of the geometrical shape for a product-dependent part from the plastic product has also attracted alot of research interest 1,2. However, little work has beencarried out on the assembly modelling of injection moulds,although it is as important as the design of product-dependentparts. The mould industry is facing the following two difficult-ies when use a CAD system to design product-independentparts and the whole assembly of an injection mould. First,there are usually around one hundred product-independent partsin a mould set, and these parts are associated with each otherwith different kinds of constraints. It is time-consuming forthe designer to orient and position the components in anassembly. Secondly, while mould designers, most of the time,think on the level of real-world objects, such as screws, plates,and pins, the CAD system uses a totally different level ofgeometrical objects. As a result, high-level object-oriented ideashave to be translated to low-level CAD entities such as lines,surfaces, or solids. Therefore, it is necessary to develop anautomatic assembly modelling system for injection moulds tosolve these two problems. In this paper, we address the follow-ing two key issues for automatic assembly modelling: rep-resenting a product-independent part and a mould assembly ina computer; and determining the position and orientation of acomponent part in an assembly.This paper gives a brief review of related research inassembly modelling, and presents an integrated representationfor the injection mould assembly. A simplified geometric sym-bolic method is proposed to determine the position and orien-tation of a part in the mould assembly. An example of auto-matic assembly modelling of an injection mould is illustrated.2. Related ResearchAssembly modelling has been the subject of research in diversefields, such as, kinematics, AI, and geometric modelling. Lib-ardi et al. 3 compiled a research review of assembly model-ling. They reported that many researchers had used graphstructures to model assembly topology. In this graph scheme,the components are represented by nodes, and transformationmatrices are attached to arcs. However, the transformationmatrices are not coupled together, which seriously affects thetransformation procedure, i.e. if a subassembly is moved, allits constituent parts do not move correspondingly. Lee andGossard 4 developed a system that supported a hierarchicalassembly data structure containing more basic informationabout assemblies such as “mating feature” between the compo-nents. The transformation matrices are derived automaticallyfrom the associations of virtual links, but this hierarchicaltopology model represents only “part-of” relations effectively.Automatically inferring the configuration of components inan assembly means that designers can avoid specifying thetransformation matrices directly. Moreover, the position of acomponent will change whenever the size and position of itsreference component are modified. There exist three techniquesto infer the position and orientation of a component in theassembly: iterative numerical technique, symbolic algebraictechnique, and symbolic geometric technique. Lee and Gossard5 proposed an iterative numerical technique to compute thelocation and orientation of each component from the spatialrelationships. Their method consists of three steps: generationof the constraint equations, reducing the number of equations,and solving the equations. There are 16 equations for “against”condition, 18 equations for “fit” condition, 6 property equationsfor each matrix, and 2 additional equations for a rotationalpart. Usually the number of equations exceeds the number ofvariables, so a method must be devised to remove the redundantequations. The NewtonRaphson iteration algorithm is used tosolve the equations. This technique has two disadvantages:first, the solution is heavily dependent on the initial solution;secondly, the iterative numerical technique cannot distinguishbetween different roots in the solution space. Therefore, itis possible, in a purely spatial relationship problem, that amathematically valid, but physically unfeasible, solution canbe obtained.Ambler and Popplestone 6 suggested a method of comput-ing the required rotation and translation for each componentto satisfy the spatial relationships between the components inan assembly. Six variables (three translations and threerotations) for each component are solved to be consistent withthe spatial relationships. This method requires a vast amountof programming and computation to rewrite related equationsin a solvable format. Also, it does not guarantee a solutionevery time, especially when the equation cannot be rewrittenin solvable forms.Kramer 7 developed a symbolic geometric approach fordetermining the positions and orientations of rigid bodies thatsatisfy a set of geometric constraints. Reasoning about thegeometric bodies is performed symbolically by generating asequence of actions to satisfy each constraint incrementally,which results in the reduction of the objects available degreesof freedom (DOF). The fundamental reference entity used byKramer is called a “marker”, that is a point and two orthogonalaxes. Seven constraints (coincident, in-line, in-plane, parallelFz,offsetFz, offsetFx and helical) between markers are defined.For a problem involving a single object and constraints betweenmarkers on that body, and markers which have invariant attri-butes, action analysis 7 is used to obtain a solution. Actionanalysis decides the final configuration of a geometric object,step by step. At each step in solving the object configuration,degrees of freedom analysis decides what action will satisfyone of the bodys as yet unsatisfied constraints, given theavailable degrees of freedom. It then calculates how that actionfurther reduces the bodys degrees of freedom. At the end ofeach step, one appropriate action is added to the metaphoricalassembly plan. According to Shah and Rogers 8, Kramerswork represents the most significant development for assemblymodelling. This symbolic geometric approach can locate allsolutions to constraint conditions, and is computationallyattractive compared to an iterative technique, but to implementthis method, a large amount of programming is required.Although many researchers have been actively involved inassembly modelling, little literature has been reported on fea-ture based assembly modelling for injection mould design.Kruth et al. 9 developed a design support system for aninjection mould. Their system supported the assembly designfor injection moulds through high-level functional mouldobjects (components and features). Because their system wasAutomated Assembly Modelling 741based on AutoCAD, it could only accommodate wire-frameand simple solid models.3. Representation of Injection MouldAssembliesThe two key issues of automated assembly modelling forinjection moulds are, representing a mould assembly in com-puters, and determining the position and orientation of a pro-duct-independent part in the assembly. In this section, wepresent an object-oriented and feature-based representation forassemblies of injection moulds.The representation of assemblies in a computer involvesstructural and spatial relationships between individual parts.Such a representation must support the construction of anassembly from all the given parts, changes in the relativepositioning of parts, and manipulation of the assembly as awhole. Moreover, the representations of assemblies must meetthe following requirements from designers:1. It should be possible to have high-level objects ready touse while mould designers think on the level of real-world objects.2. The representation of assemblies should encapsulate oper-ational functions to automate routine processes such aspocketing and interference checks.To meet these requirements, a feature-based and object-orientedhierarchical model is proposed to represent injection moulds.An assembly may be divided into subassemblies, which in turnconsists of subassemblies and/or individual components. Thus,a hierarchical model is most appropriate for representing thestructural relations between components. A hierarchy impliesa definite assembly sequence. In addition, a hierarchical modelcan provide an explicit representation of the dependency ofthe position of one part on another.Feature-based design 10 allows designers to work at asomewhat higher level of abstraction than that possible withthe direct use of solid modellers. Geometric features areinstanced, sized, and located quickly by the user by specifyinga minimum set of parameters, while the feature modeller worksout the details. Also, it is easy to make design changes becauseof the associativities between geometric entities maintained inthe data structure of feature modellers. Without features,designers have to be concerned with all the details of geometricconstruction procedures required by solid modellers, and designchanges have to be strictly specified for every entity affectedby the change. Moreover, the feature-based representation willprovide high-level assembly objects for designers to use. Forexample, while mould designers think on the level of a real-world object, e.g. a counterbore hole, a feature object of acounterbore hole will be ready in the computer for use.Object-oriented modelling 11,12 is a new way of thinkingabout problems using models organised around real-world con-cepts. The fundamental entity is the object, which combinesboth data structures and behaviour in a single entity. Object-oriented models are useful for understanding problems anddesigning programs and databases. In addition, the object-oriented representation of assemblies makes it easy for a“child” object to inherit information from its “parent”.Figure 2 shows the feature-based and object-oriented hier-archical representation of an injection mould. The represen-tation is a hierarchical structure at multiple levels of abstraction,from low-level geometric entities (form feature) to high-levelsubassemblies. The items enclosed in the boxes represent“assembly objects” (SUBFAs, PARTs and FFs); the solid linesrepresent “part-of” relation; and the dashed lines representother relationships. Subassembly (SUBFA) consists of parts(PARTs). A part can be thought of as an “assembly” of formfeatures (FFs). The representation combines the strengths of afeature-based geometric model with those of object-orientedmodels. It not only contains the “part-of” relations betweenthe parent object and the child object, but also includes aricher set of structural relations and a group of operationalfunctions for assembly objects. In Section 3.1, there is furtherdiscussion on the definition of an assembly object, and detailedrelations between assembly objects are presented in Section Definition of Assembly ObjectsIn our work, an assembly object, O, is defined as a unique,identifiable entity in the following form:O = (Oid, A, M, R) (1)Where:Oid is a unique identifier of an assembly object (O).A is a set of three-tuples, (t, a, v). Each a is called anattribute of O, associated with each attribute is a type,t, and a value, v.M is a set of tuples, (m, tc1, tc2, %, tcn, tc). Eachelement of M is a function that uniquely identifies amethod. The symbol m represents a method name; andmethods define operations on objects. The symbol tci(iFig. 2. Feature-based, object-oriented hierarchical representation.742 X. G. Ye et al.= 1, 2, %, n) specifies the argument type and tc specifiesthe returned value type.R is a set of relationships among O and other assemblyobjects. There are six types of basic relationshipsbetween assembly objects, i.e. Part-of, SR, SC, DOF,Lts, and Fit.Table 1 shows an assembly object of injection moulds, e.g.ejector. The ejector in Table 1 is formally specified as:(ejector-pinF1, (string, purpose, ejecting moulding),(string, material, nitride steel), (string, catalogFno,THX),(checkFinterference(), boolean), (pocketFplate(), boolean),(part-of ejectionFsys), (SR Align EBFplate), (DOF Tx,Ty).In this example, purpose, material and catalogFno areattributes with a data type of string; checkFinterference andpocketFplate are member functions; and Part-of, SR and DOFare relationships.3.2 Assembly RelationshipsThere are six types of basic relationships between assemblyobjects, Part-of, SR, SC, DOF, Lts, and Fit.Part-of An assembly object belongs to its ancestor object.SR Spatial relations: explicitly specify the positionsand orientations of assembly objects in anassembly. For a component part, its spatialrelationship is derived from spatial constraints(SC).SC Spatial constraints: implicitly locate a componentpart with respect to the other parts.DOF Degrees of freedom: are allowable translational/rotational directions of motion after assembly, withor without limits.Lts Motion limits: because of obstructions/interferences,the DOF may have unilateral or bilateral limits.Fit Size constraint: is applied to dimensions, in orderto maintain a given class of fit.Table 1. Definition of an assembly object-ejector.Object Oidejector-pinF1Instance-of EjectorFpin Derived from ejector classA Purpose “ejecting moulding” Type stringMaterial “nitrided steel” Type stringCatalogFno “THX” Type stringM CheckFinterference Check interference(coolFobj) between ejectors andcooling linesPocketFplate() Make a hole on plate toaccommodate ejector pinsR Part-of ejectorFsysSR align with EBplateDOF Tx, TyAmong all the elements of an assembly object, the relation-ships are most important for assembly design. The relationshipsbetween assembly objects will not only determine the positionof objects in an assembly, but also maintain the associativitiesbetween assembly objects. In the following sub-sections, wewill illustrate the relationships at the same assembly level withthe help of examples.3.2.1 Relationships Between Form FeaturesMould design, in essence, is a mental process; mould designer

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