Process Planning

Chapter 8

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PROCESS PLANNING - Introduction

Process

planning is also called: manufacturing planning,

process planning, material processing, process
engineering, and machine routing.

Which machining processes and parameters are to be used

(as well as those machines capable of performing these
processes) to convert (machine) a piece part from its
initial form to a final form predetermined (usually by a
design engineer) from an engineering drawing.
The act of preparing detailed work instructions to produce
a part.
Using Manufacturing Process Planning, process planners
can efficiently create the initial process plan using the
product structure, modify the plan to specific
requirements, and link products and resources to the
steps of the plan
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PRODUCT REALIZATION
Product design

Process planning

Process,
machine
knowledge

Operation programming

Verification

Scheduling

Scheduling
knowledge

Execution
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PROCESS
PLANNING
Machine
Tool, Tools,
Operations

Design

Process
Planning

Scheduling and Production Control

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PROBLEMS FACED BY
MANUFACTURING INDUSTRY
Fact:
Only 11% of the machine tools in the U.S. are programmable.
More than 53% of the metal-working plants in the U.S. do not have
even one computer-controlled machine.

Some problems:
Cannot justify the cost
Lack of expertise in using such machines
Too small a batch size to offset the planning and programming costs

Potential benefits in reducing turnaround time by using

programmable machine tools have not been realized due to time,
complexity and costs of planning and programming.

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APPLICATION DOMAIN
One-of-a-kind and Small batch
Objectives: Lead-time, Cost
Approaches: process selection, use
existing facilities.

Mass production
Objective: Cost
Approaches: process design, optimization,
materials selection, facilities
design
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How do we do process planning?

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How can we make it?

How much does it cost?
How long will it take us to complete it?
How reliable will it be?
How can we recycle it

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How can we make

it?
Is this like something else that weve done?
Yes; What methods were used?
No; Design a new process

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What methods were

used?

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Machining methods
Pressworking
Welding/fabrication
Casting
Powder materials
Layered deposition
Others

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Welding/fabrication:
Additive techniques

Initial
Stock

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Weld
Add-on

Weld
Add-on

Final Product

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Machining Methods:
Subtractive techniques

Initial
Stock

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Slotting

Drilling

Final Product

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2"+0.01
0.01

ENGINEERING DESIGN
MODELING
0.001 AB

10"+0.01
0.01

4"+0.01
0.01
7"+0.05
0.05

1'4"+0.01
0.01

3"+0.01
0.01

5"+0.01
0.01

U*

S.F.64uinch

- *

CSG MODEL

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INTERACTION OF
PLANNING
FUNCTIONS
GEOMETRIC REASONING
global & local geometry
PROCESS SELECTION
process capability
process cost
CUTTER SELECTION
available tools
tool dimension and geometry
geometric constraints
MACHINE TOOL SELECTION
machine availability, cost
machine capability

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SETUP PLANNING
feature relationship
approach directions
process constraints
fixture constraints
FIXTURE PLANNING
fixture element function
locating, supporting, and
clamping surfaces
stability
CUTTER PATH GENERATION
path optimization
obstacle and interference
avoidance

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PROCESS
PLAN
Also called: operation sheet, route sheet, operation planning
summary, or another similar name.
The detailed plan contains:
route
processes
process parameters
machine and tool selections
fixtures
Operation: a process
Operation Plan (Op-plan): contains the description of an operation,
includes tools, machines to be used, process parameters,
machining time, etc.
Op-plan sequence: Summary of a process plan.

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EXAMPLE PROCESS
PLANS

Operation Routing Summary

by: T.C. Chang

Route Sheet

Part No. S1243

Part Name: Mounting Bracket
workstation
1.
2.
3.
4.

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Mtl Rm
Mill02
Drl01
Insp

Time(min)
5
4
1

Detailed Process Plan

PROCESS PLAN
Part No. S0125-F
Part Name: Housing
Original: S.D. Smart Date: 1/1/89
Checked: C.S. Good Date: 2/1/89
No.

Operation
Description

10

ACE Inc.

Material: steel 4340Si

Changes:
Date:
Approved: T.C. Chang Date: 2/14/89

Workstation

Setup

Tool

Time
(Min)

Millbottomsurface1

MILL01

seeattach#1
forillustration

Facemill
6teeth/4"dia

3setup
5machining

20

Milltopsurface

MILL01

seeattach#1

Facemill
6teeth/4"dia

2setup
6machining

30

Drill4holes

DRL02

setonsurface1

twistdrill
1/2"dia
2"long

2setup
3machining

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FACTORS AFFECTING
PROCESS
PLAN SELECTION
Shape
Tolerance
Surface finish
Size
Material type
Quantity
Value of the product
Urgency
Manufacturing system itself
etc.
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PROCESS PLANNING CLASSIFICATION

1. MANUAL
2. COMPUTER-AIDED
(a) Variant Approach
(b) Generative Approach
3. AUTOMATIC
Note: 2 can co-exist with 1 or 3
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REQUIREMENTS IN
MANUAL PROCESS
ability to interpretPLANNING
an engineering drawing.
familiar with manufacturing processes and
practice.
familiar with tooling and fixtures.
know what resources are available in the shop.
know how to use reference books, such as
machinability data handbook.
able to do computations on machining time and
cost.
familiar with the raw materials.
know the relative costs of processes, tooling, and
raw materials.
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INDUSTRIAL SOLUTION
.

2"+0.01
0.01

0.001 AB

10"+0.01
0.01

.01
4"+0
0.01
7"+0.05
0.05

1'4"+0.01
0.01

3"+0.01
0.01

5"+0.01
0.01

S.F.64uinch

PRODUCT
CONCEPT

CAD

N0010 G70 G 90 T08 M06

N0020 G00 X2.125 Y-0.475 Z4.000 S3157
N0030 G01 Z1.500 F63 M03
N0040 G01 Y4.100
N0050 G01 X2.625
N0060 G01 Y1.375
N0070 G01 X3.000
N0080 G03 Y2.625 I3.000 J2.000
N0090 G01 Y2.000
N0100 G01 X2.625
N0110 G01 Y-0.100
N0120 G00 Z4.000 T02 M05
N0130 F9.16 S509 M06
N0140 G81 X0.750 Y1.000 Z-0.1 R2.100 M03
N0150 G81 X0.750 Y3.000 Z-0.1 R2.100
N0160 G00 X-1.000 Y-1.000 M30

CAM

CUTTER
PATH

HUMAN - decision making

COMPUTER - geometric computation, data handling
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PROCESS PLANNING
STEPS
Study the overall shape
of the part. Use this

information to classify the part and determine the type

of workstation needed.

Thoroughly study the drawing. Try to identify every

manufacturing features and notes.
If raw stock is not given, determine the best raw
material shape to use.
Identify datum surfaces. Use information on datum
surfaces to determine the setups.
Select machines for each setup.
For each setup determine the rough sequence of
operations necessary to create all the features.

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PROCESS PLANNING
STEPS
(continue)
Select tools for each operation. Try to use the same
tool for several operations if it is possible. Keep in
mind the trade off on tool change time and
estimated machining time.
Select or design fixtures for each setup.
Evaluate the plan generated that far and make
necessary modifications.
Select cutting parameters for each operation.
Prepare the final process plan document.

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COMPUTER-AIDED
PROCESS
PLANNING
ADVANTAGES
1. It can reduce the skill required of a planner.
2. It can reduce the process planning time.
3. It can reduce both process planning and
manufacturing cost.
4. It can create more consistent plans.
5. It can produce more accurate plans.
6. It can increase productivity.
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PROCESS
PLANNING
Design

Machining features

Workpiece Selection
Process Selection
Tool Selection
Feed, Speed Selection
Operation Sequencing
Setup Planning
Fixturing Planning
Part Programming

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A. VARIANT PROCESS PLANNING

(within Computer-Aided Planning)
part
coding

part
family
formation

standard
plan
preparation

part
coding

part
family
search

process
plan
retrieval

finished
process
plan

Standard
process
plans&
individual
process
plans

process
plan
editing

GROUP TECHNOLOGY BASED RETRIEVAL SYSTEM

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PROBLEMS ASSOCIATED WITH

THE VARIANT APPROACH
1. The components to be planned are limited to
similar components previously planned.
2. Experienced process planners are still
required to modify the standard plan for the
specific component.
3. Variant planning cannot be used in an
entirely automated manufacturing system,
without additional process planning.

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ADVANTAGES OF THE
VARIANT APPROACH
1. Once a standard plan has been written, a variety
of components can be planned.
2. Comparatively simple programming and
installation (compared with generative systems) is
required to implement a planning system.
3. The system is understandable, and the planner
has control of the final plan.
4. It is easy to learn, and easy to use.

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[Link] APPROACH
(within Computer-Aided Planning)
A system which automatically synthesizes a
process plan for a new component.
MAJOR COMPONENTS:
(i) part description
(ii) manufacturing databases
(iii) decision making logic and
algorithms

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ADVANTAGES OF THE
GENERATIVE APPROACH
1. Generate consistent process plans rapidly;
2. New components can be planned as easily as
existing components;
3. It has potential for integrating with an
automated manufacturing facility to provide
detailed control information.

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KEY DEVELOPMENTS
1. The logic of process planning must be
identified and captured.
2. The part to be produced must be clearly and
precisely defined in a computer-compatible
format
3. The captured logic of process planning and the
part description

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PRODUCT REPRESENTATION
Geometrical information
Part shape
Design features
Technological information
Tolerances
Surface quality (surface finish, surface integrity)
Special manufacturing notes
Etc.
"Feature information"
Manufacturing features
e.g. slots, holes, pockets, etc.
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FEATURES IN DESIGN AND

MANUFACTURING
A high level geometry which includes a set of
connected geometries. Its meaning is
dependent upon the application domain.
Boss

Pocket with an island

Design Feature
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vs

Manufacturing Feature
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DESIGN FEATURES
For creating a shape
For providing a function

Motion

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Slot feature

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MANUFACTURING FEATURES
For process selection
For fixturing

Manufacturing
is feature based.

Drilling

End mill a slot

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Round hole

Turning
Rotational
feature
End milling
Plane surface,
Hole, profile, slot
pocket
Ball end mill
Free form
surface
Boring Cylindrical shell
Reaming
Cylindrical shell
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DATA ASSOCIATED WITH

DESIGN FEATURES
Mechanical Engineering Part Design
Feature Type
Dimension
Location
Tolerance

A Slot

Surface finish
Function

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DATA ASSOCIATED WITH

MANUFACTURING FEATURES
Feature type
Approach

Dimension
Location

Approach

Tolerance
Surface finish
Relations with other features
Approach directions

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DESIGN WITH MANUFACTURING

FEATURES
Make the design process a simulation of the
manufacturing process. Features are tool swept
volumes and operations are manufacturing
processes.

Design

Bar stock - Profile

Bore hole

Process Planning
Turn profile

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Drill hole
Bore hole

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PROS AND CONS OF DESIGN

WITH
MANUFACTURING FEATURES
Pros
Concurrent engineering - designers are forced
to think about manufacturing process.
Simplify (eliminate) process planning.
Cons
Hinder the creative thinking of designers.
Use the wrong talent (designer doing process
planning).

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BACKWARD PLANNING
.

B o rin g

Fi n is h e d
p a rt

Drillin g

Mi l l i n g

Wo rk p ie c e

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SOME RESEARCH
ISSUES
Part design representation: information contents,
data format
Geometric reasoning: feature recognition, feature
extraction, tool approach directions
Process selection: backward planning, tolerance
analysis, geometric capability, process knowledge,
process mechanics
Tool selection: size, length, cut length, shank length,
holder, materials, geometry, roughing, and finishing
tools

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SOME RESEARCH
ISSUES
(continue)

Fixture design: fixture element model, stability

analysis, friction/cutting force
Tool path planning: algorithms for features,
interference avoidance algorithms, automated
path generation
Software engineering issues: data structure, data
base, knowledge base, planning algorithms, user
interface

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CAD

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SOME
APPROACHES
ProcessPlanner

CAM

2D
Drafting

drawinginterpretation
varianttypeplangeneration
interactivepartprogramming

NCcontrol

2D
Drafting

automaticdrawinginterpretation
[Link]

Automaticpart
programming

3DCAD
Model

interactivedrawinginterpretation
gen./varianttypeplan
generation

cannedcutter
pathcycles

3D
SolidModel

geometricreasoning
expertplanner
nohumandecision

automaticpart
programming

Featurebased
solidmodel

featurerefinement
limitedgeometricreasoning
generativeplanning
seqmaydictatedbydesign

canned/[Link]
pathcycle

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