It is widely acknowledged that the allocation of part tolerances is a highly responsible task due to the complex repercussions on both product quality and cost. As a consequence, since its beginnings in the 1960s, least-cost tolerance allocation using optimization techniques, i.e. tolerance-cost optimization, was continuously in focus of numerous research activities. Nowadays, increasing cost and quality pressure, availability of real manufacturing data driven by Industry 4.0 technologies, and rising computational power result in a continuously growing interest in tolerance-cost optimization in both research and industry. However, inconsistent terminology and the lack of a classification of the various relevant aspects is an obstacle for the application of tolerance-cost optimization approaches. There is no literature comprehensively and clearly summarizing the current state of the art and illustrating the relevant key aspects. Motivated to overcome this drawback, this article provides a comprehensive as well as detailed overview of the broad research field in tolerance-cost optimization for both beginners and experts. To facilitate the first steps for readers who are less familiar with the topic, the paper initially outlines the fundamentals of tolerance-cost optimization including its basic idea, elementary terminology and mathematical formulation. These fundamentals serve as a basis for a subsequent detailed discussion of the key elements with focus on the different characteristics concerning the optimization problem, tolerance-cost model, technical system model and the tolerance analysis model. These aspects are gathered and summarized in a structured mind map, which equips the reader with a comprehensive graphical overview of all the various facets and aspects of tolerance-cost optimization. Beside this, the paper gives a retrospect of the past fifty years of research in tolerance cost-optimization, considering 290 relevant publications. Based thereon, current issues and future research needs in tolerance-cost optimization were identified.

Part tolerances and fixture layouts are two pivotal factors in the geometrical quality of a compliant assembly. The independent design and optimization of these factors for compliant assemblies have been thoroughly studied. However, this paper presents the dependency of these factors and, consequently, the demand for an integrated design of them. A method is developed in order to address this issue by utilizing compliant variation simulation tools and evolutionary optimization algorithms. Thereby, integrated and non-integrated optimization of the tolerances and fixture layouts are conducted for an industrial sample case. The objective of this optimization is defined as minimizing the production cost while fulfilling the geometrical requirements. The results evidence the superiority of the integrated approach to the non-integrated in terms of the production cost and geometrical quality of the assemblies.

The development of complex products with high quality in dynamic markets requires appropriate robust design and tolerancing workflows supporting the entire product development process. Despite the large number of methods and tools available for designers and tolerance engineers, there are hardly any consistent approaches that are applicable throughout all development stages. This is mainly due to the break between the primarily qualitative approaches for the concept stage and the quantitative parameter and tolerance design activities in subsequent stages. Motivated by this, this paper bridges the gap between these two different views by contrasting the used terminology and methods. Moreover, it studies the effects of early robust design decisions with a focus on Suh’s Axiomatic Design axioms on later parameter and tolerance optimization. Since most robust design activities in concept design can be ascribed to these axioms, this allows reliable statements about the specific benefits of early robust design decisions on the entire process considering variation in product development for the first time. The presented effects on the optimization of nominal design parameters and their tolerance values are shown by means of a case study based on ski bindings.

Tolerance allocation methods significantly contribute to the qualification of Additive Manufacturing (AM) for (small-)series production ensuring high performance and efficiency. However, their usage prerequisites the availability of quantitative, reliable information on the impact of the assigned tolerances on the resulting manufacturing costs. The given article proposes a novel methodology for the systematic development of tolerance-cost curves for a cost-efficient tolerancing of 3D-printed parts. The proposed structured workflow aims at serving as a general guideline for both researchers and practitioners, while the exemplarily chosen perspective from Fused Layer Modeling (FLM) illustrates its adaption to a specific AM technology. The indirect, non-apparent interrelations between tolerances and resulting costs are modelled with the aid of an activity-based cost model, whereas the individual costs elements are mapped as function of the values for the machine-specific process parameters for AM, e.g., layer height or printing speed, which are required to achieve the assigned design tolerances. The total procedure covers all relevant steps, viz. the identification and quantification of the single cost items, the design of benchmark artifacts, adapted to given manufacturing and measuring techniques, the empirical determination of data on cost and geometrical accuracy by design of experiments and tolerance-cost curves. Its exemplary application to an academic use case shows its general applicability and benefits, but also its current limitations.