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CHAPTER 31
CLASSIFICATION SYSTEMS
Dell K. Allen
Manufacturing Engineering Department
Retired from Brigham Young University
Provo, Utah
31.1 PART FAMILY
CLASSIFICATION
AND CODING
31.3.3 Process Taxonomy
970
31.3.4 Process Code
973
31.3.5 Process Capabilities
973
951
31.1.1 Introduction
951
31.1.2 Application
952
31.4 FABRICATION EQUIPMENT
CLASSIFICATION
31.1.3 Classification Theory
954
974
31.4.1 Introduction
974
31.1.4 Part Family Code
955
31.1.5 Tailoring the System
962
31.4.2 Standard and Special
Equipment 976
31.4.3 Equipment Classification 976
31.4.4 Equipment Code
31.2 ENGINEERING MATERIALS
TAXONOMY 962
31.2.1 Introduction 962
31.2.2 Material Classification 962
31.2.3 Material Code 964
31.2.4 Material Properties 965
31.2.5 Material Availability 966
31.2.6 Material Processability 966
977
31.4.5 Equipment Specification
Sheets
978
31.5 FABRICATION TOOL
CLASSIFICATION AND
CODING
981
31.5.1 Introduction
981
31.3 FABRICATION PROCESS
TAXONOMY
31.5.2 Standard and Special
Tooling 982
31.5.3 Tooling Taxonomy 982
31.5.4 Tool Coding 982
31.5.5 Tool Specification Sheets 984
967
31.3.1 Introduction
967
31.3.2 Process Divisions
969
31.1 PART FAMILY CLASSIFICATION AND CODING
31.1.1 Introduction
History
Classification and coding practices are as old as the human race. They were used by Adam, as
recorded in the Bible, to classify and name plants and animals, by Aristotle to identify basic elements
of the earth, and in more modern times to classify concepts, books, and documents. But the classi-
fication and coding of manufactured pieceparts is relatively new. Early pioneers associated with
workpiece classification are Mitrafanov of the USSR, Gombinski and Brisch, both of the United
Kingdom, and Opitz of Germany. In addition, there are many who have espoused the principles
developed by these men, adapted them and enlarged upon them, and created comprehensive workpiece
classification systems. It is reported that over 100 such classification systems have been created
specifically for machined parts, others for castings or forgings, and still others for sheet metal parts,
and so on. In the United States there have been several workpiece classification systems commercially
developed and used, and a large number of proprietary systems created for specific companies.
Why are there so many different part-classification systems? In attempting to answer this question,
it should be pointed out that different workpiece classification systems were initially developed for
Mechanical Engineers' Handbook, 2nd ed., Edited by Myer Kutz.
ISBN 0-471-13007-9 © 1998 John Wiley & Sons, Inc.
815045630.003.png 815045630.004.png
different purposes. For example, Mitrafanov apparently developed his system to aid in formulating
group production cells and in facilitating the design of standard tooling packages; Opitz developed
his system for ascertaining the workpiece shape/size distribution to aid in designing suitable pro-
duction equipment. The Brisch system was developed to assist in design retrieval. More recent sys-
tems are production-oriented.
Thus, the intended application perceived by those who have developed workpiece classification
systems has been a major factor in their proliferation. Another significant factor has been personal
preferences in identification of attributes and relationships. Few system developers totally agree as
to what should or should not be the basis of classification. For example: Is it better to classify a
workpiece by function as "standard" or "special" or by geometry as "rotational" or "non-
rotational"? Either of these choices makes a significant impact on how a classification system will
be developed.
Most classification systems are hierarchal, proceeding from the general to the specific. The hi-
erarchal classification has been referred to by the Brisch developers as a monocode system. In an
attempt to derive a workpiece code that addressed the question of how to include several related, but
non-hierarchal, workpiece features, the feature code or polycode concept was developed. Some clas-
sification systems now include both polycode and monocode concepts.
A few classification systems are quite simple and yield a short code of five or six digits. Other
part-classification systems are very comprehensive and yield codes of up to 32 digits. Some part
codes are numeric and some are alphanumeric. The combination of such factors as application,
identified attributes and relationships, hierarchal versus feature coding, comprehensiveness, and code
format and length have resulted in a proliferation of classification systems.
31.1.2 Application
Identification of intended applications for a workpiece classification system are critical to the selec-
tion, development, or tailoring of a system.
It is not likely that any given system can readily satisfy both known present applications and
unknown future applications. Nevertheless, a classification system can be developed in such a way
as to minimize problems of adaptation. To do this, present and anticipated applications must be
identified. It should be pointed out that development of a classification system for a narrow, specific
application is relatively straightforward. Creation of a classification system for multiple applications,
on the other hand, can become very complex and costly.
Figure 31.1 is a matrix illustrating this principle. As the applications increase, the number of
required attributes also generally increases. Consequently, system complexity also increases, but often
at a geometric or exponential rate, owing to the increased number of combinations possible. There-
fore, it is important to establish reasonable application requirements first while avoiding unnecessary
requirements and, at the same time, to make provision for adaptation to future needs.
In general, a classification system can be used to aid (1) design, (2) process planning, (3) materials
control, and (4) management planning. A brief description of selected applications follows.
Design Retrieval
Before new workpieces are introduced into the production system, it is important to retrieve similar
designs to see if a suitable one already exists or if an existing design may be slightly altered to
accommodate new requirements. Potential savings from avoiding redundant designs range in the
thousands of dollars.
Design retrieval also provides an excellent starting point for standardization and modularization.
It has been stated that "only 10-20% of the geometry of most workpieces relates to the product
function." The other 80-90% of the geometric features are often a matter of individual designer taste
or preference. It is usually in this area that standardization could greatly reduce production costs,
improve product reliability, increase ease of maintenance, and provide a host of other benefits.
One potential benefit of classification is in meeting the product liability challenge. If standard
analytic tools are developed for each part family, and if product performance records are kept for
those families, then the chances of negligent or inaccurate design are greatly reduced.
The most significant production savings in manufacturing enterprise begin with the design func-
tion. The function must be carefully integrated with the other functions of the company, including
materials requisition, production, marketing, and quality assurance. Otherwise, suboptimization will
likely occur, with its attendant frequent redesign, rework, scrap, excess inventory, employee frustra-
tion, low productivity, and high costs.
Generative Process Planning
One of the most challenging and yet potentially beneficial applications of workpiece classification is
that of process planning. The workpiece class code can provide the information required for logical,
consistent process selection and operation planning.
The various segments of the part family code may be used as keywords on a comprehensive
process-classification taxonomy. Candidate processes are those that satisfy the conditions of the given
815045630.005.png
I WORKPIECE ATTRIBUTES/CHARACTERISTICS/VALUES
//$//////$////t/*/ /
/ ///§/9/*/*/*/£/ ///// /
/•/*/£/*/////*/$/£/*/*/ /
APPUCAT.OMS /^ff^f^
Generative design
Design retrieval
Generative
process planning
Equipment
selection
Tool design
Time/cost
estimating
Assembly
planning
Quality planning
Production
scheduling
Parametric part
programming
Fig. 31.1 Attribute selection matrix.
basic shape and the special features and the size and the precision and the material type and the
form and the quality/time requirements.
After outputting the suitable processes, economic or other considerations may govern final process
selection. When the suitable process has been selected, the codes for form features, heat treatments,
coatings, surface finish, and part tolerance govern computerized selection of fabrication and inspection
operations. The result is a generated process plan.
Production Estimating
Estimating of production time and cost is usually an involved and laborious task. Often the results
are questionable because of unknown conditions, unwarranted assumptions, or shop deviations from
the operation plan. The part family code can provide an index to actual production times and costs
for each part family. A simple regression analysis can then be used to provide an accurate predictor
of costs for new parts falling in a given part family. Feedback of these data to the design group could
provide valuable information for evaluating alternative designs prior to their release to production.
Parametric and Generative Design
Once the product mix of a particular manufacturing enterprise has been established, high-cost, low-
profit items can be singled out. During this sorting and characterization process, it is also possible
to establish tabular or parametric designs for each basic family. Inputting of dimensional values and
other data to a computer graphics system can result in the automatic production of a drawing for a
given part. Taking this concept back one more step, it is conceivable that merely inputting a product
name, specifications, functional requirements, and some dimensional data would result in the gen-
815045630.006.png
eration of a finished design drawing. Workpiece classification offers many exciting opportunities for
productivity improvement in the design arena.
Parametric Part Programming
A logical extension of parametric design is that of parametric part programming. Although parametric
part programming or family of parts programming has been employed for some time in advanced
numerical control (NC) work, it has not been tied effectively to the design database. It is believed
that workpiece classification and coding can greatly assist with this integration. Parametric part pro-
gramming provides substantial productivity increases by permitting the use of common program
modules and reduction of tryout time.
Tool Design Standardization
The potential savings in tooling costs are astronomical when part families are created and when form
features are standardized. The basis for this work is the ability to adequately characterize component
pieceparts through workpiece classification and coding.
31.1.3 Classification Theory
This section outlines the basic premises and conventions underlying the development of a Part Family
Classification and Coding System.
Basic Premises
The first premise underlying the development of such a system is that a workpiece may be best
characterized by its most apparent and permanent attribute, which is its basic shape. The second
premise is that each basic shape may have many special features (e.g., holes, slots, threads, coatings)
superimposed upon it while retaining membership in its original part family. The third premise is
that a workpiece may be completely characterized by (1) basic shape, (2) special features, (3) size,
(4) precision, and (5) material type, form, and condition. The fourth premise is that code segments
can be linked to provide a humanly recognizable code, and that these code segments can provide
pointers to more detailed information. A fifth premise is that a short code is to be adequate for human
monitoring, and linking to other classification trees but that a bitstring (O's, 1's) that is computer-
recognizable best provides the comprehensive and detailed information required for retrieval and
planning purposes. Each bit in the bitstring represents the presence or absence of a given feature and
provides a very compact, computer-processable representation of a workpiece without an excessively
long code. The sixth premise is that mutually exclusive workpiece characteristics can provide unique
basic shape families for the classification, and that common elements (e.g., special features, size,
precision, and materials) should be included only once but accessed by all families.
E-Tree Concept
Hierarchal classification trees with mutually exclusive data (E-trees) provide the foundation for es-
tablishing the basic part shape (Fig. 31.2). Although a binary-type hierarchal tree is preferred because
it is easy to use, it is not uncommon to find three or more branches.
It should be pointed out, however, that because the user must select only one branch, more than
two branches require a greater degree of discrimination. With two branches, the user may say, "Is it
this or that?'" With five branches, the user must consider, "Is it this or this or this or this or
this?" The reading time and error rate likely increase with the number of branches at each node. The
E-tree is very useful for dividing a large collection of items into mainly exclusive families or sets.
Round
Solid Shapes |SSund' w/Devia''°ns
[Round, Bent C'Line
Rotational Dome
I O/T Solid pklli—
Basic Shape Ll2™i_
Columnar, Straight
Sheet Forms
iNon-Rotational Box.|jke So|j(js
Named Shapes
Fig. 31.2 E-tree concept applied to basic shape classification.
815045630.001.png
N-Tree Concept
The N-tree concept is based on a hierarchal tree with nonmutually exclusive paths (i.e., all paths may
be selected concurrently). This type of tree (Fig. 31.3) is particularly useful for representing the
common attributes mentioned earlier (e.g., form features, heat treatments, surface finish, size, preci-
sion, and material type, form, and condition).
In the example shown in Fig. 31.3, the keyword is Part Number (P/N) 101. The attributes selected
are shown by means of an asterisk (*). In this example the workpiece is characterized as having a
"bevel," a "notch," and a "tab."
Bitstring Representation
During the traversal of either an E-tree or an N-tree, a series of 1's and O's are generated, depending
on the presence or absence of particular characteristics or attributes. The keyword (part number) and
its associated bitstring might look something like this:
P/N-101 = 100101 • • • 010
The significance of the bitstring is twofold. First, one 16-bit computer word can contain as many
as 16 different workpiece attributes. This represents a significant reduction in computer storage space
compared with conventional representation. Second, the bitstring is in the proper format for rapid
computer processing and information retrieval. The conventional approach is to use lists and pointers.
This requires relatively large amounts of computation and a fast computer is necessary to achieve a
reasonable response time.
Keywords
A keyword is an alphanumeric label with its associated bitstring. The label may be descriptive of a
concept (e.g., stress, speed, feed, chip-thickness ratio), or it may be descriptive of an entity (e.g.,
cutting tool, vertical mill, 4340 steel, P/N-101). In conjunction with the Part Family Classification
and Coding System, a number of standard keywords are provided. To conserve space and facilitate
data entry, some of these keywords consist of one- to three-character alphanumeric codes. For ex-
ample, the keyword code for a workpiece that is rotational and concentric, with two outside diameters
and one bore diameter, is "Bll." The keyword code for a family of low-alloy, low-carbon steels is
Al. These codes are easy to use and greatly facilitate concise communication. They may be used as
output keys or input keys to provide the very powerful capability of linking to other types of hierarchal
information trees, such as those used for process selection, equipment selection, or automated time
standard setting.
31.1.4 Part Family Code
Purpose
Part classification and coding is considered by many to be a prerequisite to the introduction of group
technology, computer-aided process planning, design retrieval, and many other manufacturing activ-
* Bevel
Chamfer
* Corner/Edge c\\\^
Features
-^
* Notch
Radius
O/T Above
Hole/Recess
Teeth/Thread/Knurl
Form Features
Bend
Boss
Keyword I P/N-1011 ^ . 4.
Fin
II * Projection
F'ange
pTab
Joggle/Louver
Fig. 31.3 N-tree concept applied to form features.
815045630.002.png
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