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Optical Edge and Crosshair User's Guide

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1. m Align and establish a datum for the part being measured part m Measure the first feature that requires a tolerance from the print In our example we will use a Circle Page 39 m Select the detailed feature view for this circle The actual values of the circle you just measured are now displayed m Press the Actuals n t d button to display the nominal entry screen m To enter the nominal information select the numeric field to the right of the X button the values will now turn blue and a numerical keypad will appear You can either use the keypad to manually enter the nominal value or Auto Rounding can be used as described below m As an example the measured value of the circle is 0 4997 the nominal value from the print is 0 5000 In this case to round up to 5000 to match the print simply press the 4 digit This will round the X nominal value to 5000 Note The digit selected will cause rounding either up or down based on the value in the place to the right For example if the value is 3727 and you select and press the 2 your new value will be 3730 m To make adjustments up or down to any digit select the digit and while holding down slide your finger or the mouse pointer downward off of the digit This will select the digit place to be incremented or decremented from m Slide your finger or mouse pointer to your left to increase the value or to the right to decrease th
2. Part View Zoom Menu Zoom All Zoom Selected Features Feature Zoom Marquee Simple Crosshair selects the manual crosshair probe for manual point entry Manual Edge Probe selects the manual edge probe for user assisted optical edge detection measurements Auto Edge Probe selects the auto edge probe for automatic optical edge detection measurements Optical Edge Teach initiates the three pass optical edge teach routine Zoom All Features sets the current Part View zoom level to fit the current features in the feature list Zoom Selected Feature sets the current Part View zoom level to the specified marquee region Zoom Marquee sets the current Part View zoom level to a defined marquee region Page 13 Preferences Menu Polar Cartesian DMS DD Degrees Minutes Sec Decimal Degrees IN MM Inchy Millimeter v On Screen Keyboard Distance Calibration Report Screen Provides access to the report view screen The report view will display all features currently in the feature list using the selected format The reporting type can be toggled between CSV Standard Tolerance and European format using the Format Toggle button Rows of data from within any given report can be hidden using the Hide Row button Some information such as Nominal Data can be edited using the Edit Cell button from Report data can be exported in CSV or TXT format using the Export Data File butto
3. Report Header Column Header e The options listed below can be configured either globally from within the Printouts setup screen or at the point of each print execution Note To configure the software to prompt for Printout settings at each Print command configure the Printout settings item called Prompt for Print Settings to Yes Printout settings items m Print Report Header Set this field to Yes to include the report header in your report printout Additional items listed below will affect what items are included in the report header Set this item to No to omit the report header from printed reports Print Column Header Set this field to Yes to include column headers in report printouts The column header labels the contents of a report column by category Some examples are X Y Deviation etc Set this field to No to omit the column header from printed reports m Print Grid Lines Set this field to Yes to include grid lines on printed reports Set this field to No to have the grid lines removed from printed reports Print PrintLogo bmp in Header Set this field to Left Center or Right to include a custom bitmap image in the desired location of the report header Set this field to No to omit the custom bitmap from the report header Place the desired custom bitmap image with the file name PrintLogo bmp i
4. E Rows of daia bom within arty green rapari can be tesien using the Hide Row bation a Displays a iet of ah renanured constructed Same mlcrmaton sah as Depinys he current stage or crested besties Namina Dota can be edited position when no tanfires ara using the Edit Col tution pom saleched Feature detail i splayed n the Feature Displays donated feature Dated window fer 3 Ja cosMciengs when a feature sadn Hout insted from the fearuve bet Report dats can be exported in CSV ot TXT torrat using thm Export Data Fite Suton Y Repost Measure Liso Repeat Memesre Distance Measure Show me 1234 A TD 1234 Create Distanse Measere Level Plane The M2 Horizontal Format Toolbar Buttons Order below is according to the toolbar image above left to right m M2 System Button Menu Provides access to the System Command button DRO View Selector Sets the DRO view to the focus view port m Part View Selector Sets the part view to the focus viewport Data View Selector Sets the data view to the focus viewport Magnification Button Menu Provides access to the magnification selection menu m Undo Button Executes an Undo on the last performed software command Help Button Launches a PDF viewer with the M2 User s Manual e O 4 Order below is according to the toolbar image above left to right Measure Point Button Menu Measures Point feat
5. feature and provides access to the Datum Menu Order below is according to the toolbar image above left to right m Part View Selector Sets the bottom view panel to display the part view Data View Selector Sets the bottom view panel to display the data view m Preferences Menu Provides access to configured preference selection items including unit type distance calibration and the on screen keyboard launcher These items are configured in Settings Desktop Zoom Menu Provides access to the Part View Zoom control buttons Horizontal Format The M2 horizontal layout contains three 3 main viewports one large viewport on the left side of the screen and two smaller viewports to on the right side of the screen The left viewport is the focus port and can provide a large display of the current encoder position selected feature detail or part view The view selector buttons in the top tool bars will set the desired view to the focus viewport The viewports themselves can also be pressed to switch views on the fly By default the feature and program list is displayed below the small right hand viewport The location of the small viewports can be changed within the Desktop settings screen DRO View Part View Magnification Undo Button Help System Report Screen e Proades Tha reporting type can be togged tatawan CSV Sunsara Tolerance and European format using the Format Toggle tuton
6. filter by failed toleranced features filter to the currently selected data report format Filter Selected applies the filter by selected feature filter to the currently selected data report format Record Into executes a Record Into routine on the currently selected program edit step The Record Into step will be recorded after the selected step Play From Here executes a Program Playback from the currently selected program edit step Re measure Feature prepares the software to re measure a previously measured feature while in Program Edit Mode Delete Feature Step deletes the currently selected program step Add User Message displays a text entry screen for adding user messages to programs Page 15 Measure Construct Buttons Measure Point Menu ai Repeat Measure Point Create Point Measure Line Menu Repeat Measure Line Create Line Measure Circle Menu Repeat Measure Circle Measure Arc AVA ep Create Circle Repeat Point enables the multi measure capability for point features Create Point displays the Create Point feature screen Repeat Line enables the multi measure capability for line features Create Line displays the Create Point feature screen Repeat Circle enables the multi circle capability for line features Measure Arc initiates a discrete Arc feature measurement Create Circle displays the Create Circle feature screen Page 16
7. of the results and tolerance data Individual rows of feature data can be hidden from any report format to create fully customized reports for print or export Flexibility for report contents and formatting allows for full customization of the data format header information and header and footer graphics Part view graphics time and date stamps and operator information can all be included for any report type Reports can be viewed printed or exported at the conclusion of a single part measurement or they can be included in a part program to support repetitive and or automated measurement and reporting Reports can be printed as hard copies to standard Windows compatible printers or exported as data files in popular file formats Page 44 Select Report Template Example The M2 software supports 4 report format templates These templates can be toggled using the following procedure m Populate your Feature List with measured constructed or created features Access the report view screen using the Report View button found in the top or bottom toolbar m Select from the available report templates using the Report Type menu button found in the bottom toolbar m The name of the currently selected report template will be shown at the top left of the report screen Hide Report Data Example The M2 software supports hiding and displaying of specific report data rows and can be accomplished using th
8. the part view and detailed report data The feature and program list are always displayed to the right of the lower viewport along the lower right hand side of the screen Magnification Undo Button Help System Encoder Position Feature Detail ass e 6 465 2 000 30 14 02 eae i ae Measure Angle Menu Order below is according to the toolbar image above left to right Home Button Resets all viewports to default view positions Exits a measurement routine a Magnification Button Menu Provides access to the magnification selection menu m Undo Button Executes an Undo on the last performed software command Help Button Launches a PDF viewer with the M2 User s Manual m M2 System Button Menu Provides access to the System Command button rl SOA L Order below is according to the toolbar image above left to right Probe Menu Provides access to the Probe selection buttons Measure Point Button Menu Measures Point feature and provides access to the Point Menu Measure Line Button Menu Measures Line feature and provides access to the Line Menu Measure Circle Button Menu Measures Circle feature and provides access to the Circle Menu Measure Distance Button Menu Measures Distance feature and provides access to the Distance Menu Measure Angle Button Menu Measures Angle feature and provides access to the Angle Menu Measure Datum Button Menu Measures Datum
9. the zoom level features may fall outside the viewable area of the Part View Panning allows you to grab the Part View and move it in any direction m With two fingers spaced about an inch apart press within the Part View hold down and move your fingers The Part View will pan according to the direction of your finger swipe When using a mouse the right mouse button is used to pan Features that are outside the limits of the Part View can also be brought into viewable range by using one of the several available zoom commands found in the Part View Zoom Menu Touch screen systems with multi touch support can also make use of pinch zooming within the Part View Page 33 Section 5 Part Alignment and Datuming Concepts Datuming in the M2 software can be accomplished using any of a variety of alignment operations These operations may be used individually or in combination and will be based upon the capability of the measuring machine as well as the particular alignment requirements of the application Datum operations can be performed in the form of explicit datum feature measurements by modifying the individual coefficient values of previously measured features or by constructing datum features from existing features The M2 software supports a two part alignment system Skew correction for a part as an alignment step corrects for x axis alignment error Establishing an origin or datum point sets a coordinate syst
10. Circle Measurement The Circle is added to the Feature List and Part View All supported feature types can be measured explicitly using the same procedure described above In addition any of the M2 Probe Types may be used to measure features explicitly according to the procedure above In the case of the Auto Edge probe the Enter key need not be used points will be entered automatically upon crossing an edge Measure Repeat Example The M2 software supports measuring features in Repeat Mode using the following procedure m When measuring in Repeat Mode the Measure Feature button does not need to be pressed between each feature measurement The system prepares the next feature measurement automatically at the completion of the previous feature This mode is designed for measuring a large quantity of like features sequentially Repeat Mode is available for all feature types using the same procedure m Press the measure feature button for the desired feature type and select the corresponding repeat button for that feature J A m You can now begin probing the first feature When finished press Done m You will notice that the system is now ready for another line measurement This will continue until Repeat mode is exited Press the Done Green Check Button button to exit Repeat Mode Page 20 Points requirements for probed and constructed features Point Features req
11. Edge probes can be used to perform feature measurements If an edge teach failure occurs attempt the teach routine again If failure continues please contact your machine service provider for assistance Using the Manual optical edge probe Example Page 27 The Manual optical edge probe requires that edge crossings be confirmed by keypress The point acquired at the last edge crossing will be added to the current feature measurement when either the large measure feature button vertical format or the yellow measure window horizontal format is pressed The M2 Software supports measuring features with the Manual Edge probe using the following procedure m Select the Manual optical edge probe from the probe menu m Cross an edge on the feature to be measured a point enter sound will be played indicating an edge crossing d m Press the large measure feature button or click in the yellow measure window to enter the point for the last edge crossed This point will be added to the counter for the current feature measurement oo X 1 543 Y 0 078 1 iQ 0 00 00 Kv m After the desired number of points have been probed press Done Green Check Button to complete the measurement Note If a measurement fails after pressing Done please refer to the probe points requirements list or the measure feature examples both found in Section 2 Using the Auto optical edge probe Example Page 28 The A
12. Repeat Distance enables the multi distance capability for Distance features Menu Create Distance displays the create Distance feature screen Repeat Measure Distance Create Distance Measure Angle Repeat Angle enables the multi angle capability for angle features Menu Create Angle displays the create Angle feature screen Repeat Measure Angle Bisa 34 Create Angle Page 17 Measure Skew enables the multi angle capability for angle features Menu Rotate Skew displays the Rotate Skew Angle screen Offset Skew displays the Offset Skew screen Measure Skew Rotate Skew Offset Skew Page 18 Section 2 Feature Measurement and Construction E ee E Concepts Feature measurements in the M2 software can be performed either explicitly using a Crosshair or Optical Edge probe or automatically using the Auto Edge probe along with the EdgeLogic system Available for Optical Edge enabled systems only The Edge Logic probing system allows features to be measured without interacting with the software itself Crossing the same edge location twice will initiate an Edge Logic measurement when the desired points have been probed on the feature crossing an edge location twice again will complete the measurement The M2 software will make an intelligent feature type determination for Circles Arcs Lines and Distances Explicit feature measurements can always be performed by choosing the desired feature and pro
13. anually enter point positions that are determined using some externally generated crosshair image or other reference based positioning mechanism The simple Crosshair probe requires that the operator s eye be used to line up the crosshair with the feature edge or requires positioning of a target artifact according some reference location Points are then entered by pressing the Enter key or by pressing the yellow measure feature view port The two M2 Optical Edge probes Manual and Auto will capture points automatically upon crossing a feature edge The Manual optical edge probe requires that edge crossings be confirmed by keypress where the last edge crossed is stored for keypress entry The Auto optical edge probe enters points immediately for each edge crossed within a feature measurement Both Optical Edge probe types require that the measuring machines light levels have been successfully taught in the M2 software If when in a feature measurement points are not being registered upon edge crossing the optical edge system should be re taught Page 24 Page 25 Using an External Crosshair Example The M2 Software supports measuring features with an External Crosshair using the following procedure m In Optical Edge enabled systems select the crosshair probe from the probe menu For crosshair only systems proceed to the next step os m Press a Measure Feature button from the center or bottom too
14. ations will be enhanced under this widely supported operating system Welcome Thank you for choosing to learn more about the M2 Optical Edge and Crosshair Software package The following guide will present and explain the 9 key concepts and procedures of the M2 software package This guide will m Serve as a syllabus for understanding the core fundamental concepts of the M2 inspection software m Provide a quick reference format for seeking help on a particular procedure from within a topic m Present in a logical learning flow necessary for understanding any piece of measuring software Sections Section 1 Introduction to the User Interface UI The M2 Toolbar Buttons 7 The M2 Menu 11 The Command and Control Buttons 12 17 Section 2 Feature Measurement Construction Measure Circle Example 19 Repeat Feature Measurement Example 19 Probe Points Requirements by Feature 20 Line Construction Example 20 Using EdgeLogic Example Supported Constructions 22 Section 3 Probing and the Optical Edge Probes Using an External Crosshair 24 Teaching the Optical Edge probe 25 Using the Manual optical edge probe 26 Using the Auto optical edge probe 27 The Auto Point Entry Feature 28 Section 4 The Feature List and Part View Using the Feature Multi Select Tool 30 Deleting Features 30 Accessing Feature Detail Screens 31 Panning Zooming the Part View 31 Section 5 Part Alignment and Datuming Establishing a Part Skew Establishi
15. bing at least the minimum required points on the feature s edge Features can be measured or constructed as above or by allowing the M2 software to determine the feature type automatically using Edge Logic and based on the points collected Feature constructions are performed by selecting the desired feature construction type then selecting the parent features to be used for the feature construction When the feature measurement is complete the desired construction will be added to the feature list and part view The M2 software supports measuring constructing and creating Lines Circles Angles Points and Distances When a feature measurement is complete it is added to the Feature List and Part View Detailed feature information including coefficients and a data cloud of the points probed is always available for measured features Applicable tolerances types can always be applied to measured features Page 19 Simple Crosshair Measure Circle Example The M2 Software supports measuring Circle features and can be accomplished using the following procedure m Select the Measure Circle button from the Measure Toolbar ia P i N x 1 e fi0O A Y Meee m Using the Enter button or by pressing in the yellow points windows probe at least 3 points on the feature s edge using the simple crosshair probe selected from the probe menu a m Press Done Green Check Button to complete the
16. ctions may also execute during playback Data exports report printouts and user messages are some examples Program Editing All newly created part programs can be edited Program Editing may or may not be available for a given saved part program A programs author may select the availability of program edit controls using the Allow program editing setting in the program properties edit step Note It is always recommended that a program author generates an edit copy of any program file Because the Allow programming editing setting is permanent and not reversible by a regular user this copy will be needed if further edit changes are required after locking the program Changes made to an existing program will be reflected in subsequent program runs for the current program file session If the file is reloaded these changes will only be reflected if the program file was saved Using Program Edit Mode Example The M2 software supports editing of current or previously saved part programs using the following procedure m To edit existing program files open the target program file A 5 mlxpart m Press the program play button from the M2 menu mM m Press the Run button found at the top of the feature program list to toggle to edit mode Page 55 Run The Edit mode will always be available for either newly created or unlocked programs m The program ste
17. ded actual values prior to the part program being saved As the program playback proceeds measured features will display in white pass or no tol or red fail tol and reflect newly acquired measurement data The Blue Pin will indicate the current step in the program playback routine The playback state can be toggled by pressing or clicking on the resume playback button in the bottom toolbar IMPORTANT Programs created using the Optical Edge probes will always default to the Manual Edge probe type for the first feature in a program playback This will help avoid unwanted probe firing in the event edges must be traversed in order to position your probe for the start of playback See section 3 for information on using the Manual Edge probe With the exception of the above rule all feature program steps will be played back according to the probe type used to measure the feature initially In addition the operator can always over ride the probe type used in playback by selecting the desired probe from the probe menu Page 53 Using Program Playback Mode Example The M2 Software supports playing back part programs using the following procedure m Press the play button in the M2 System Menu to execute program playback F In the event the program is newly created not from a previously saved file a default program file name will automatically be assigned and the program file saved m Probe the first feature in the playback seq
18. deleted either individually or in groups by using the Multi Selection mode see above To delete all the features in the Feature List you can press and hold the Delete button Features that have been deleted can be restored by pressing the Undo button Page 32 Feature Detail View Example Accessing the Feature Detail screens m To access expanded Feature Detail select the desired feature from the Feature List and press the DRO Feature Detail viewport on either the left or right side of the screen Or in the M2 vertical format feature detail will be displayed automatically upon selecting a feature from the feature list The expanded Feature Detail view will fill either the large focus viewport or for M2 vertical format the top view port of the M2 application window The Feature Detail screen contains the feature graphic showing the probed points as well as fit and tolerance zones The Feature Detail screen also provides access to tolerancing and datuming functions These topics as well as an explanation of the actuals nominals tolerance and deviation screens are covered in Sections 6 and 7 Circle 2 pActualindtids X 0 429 LY 2 265 d 2 204 rs 0 014 r 1 102 f 0 009 Pts 81 of 82 Iama Least Squares Ref1T Bore e rE Form s b Part View Zoom Pan Example Panning and Zooming the Part View As features are measured constructed and created they will populate the Part View Depending on
19. e following procedure m Populate your Feature List with measured constructed or created features m Access the report view screen using the Report View button found in the top right toolbar m Select the individual or group of data rows that you would like to hide for a given report template m Press the Hide Data button from the bottom toolbar to hide these rows from display The hidden rows will be excluded from printed reports and file exports m Rows of hidden data for a given feature can be restored by pressing the Hide Data button with the feature selected Page 45 Print Report Template Example The M2 software supports printing the selected report view to a Windows compatible printer using the following procedure m Display the desired report template in Report View and configure the report to look like the desired printed report m While in Report View press the Print Report button found in the M2 System Menu and confirm print settings from the displayed Windows Print dialog box Customize Report Template Example The M2 software supports customizing reports with custom header information part view graphics grid lines column headers page numbers etc The following diagram and list of Print Options can be used to configure the report contents to meet specific reporting requirements Page 46 PrintLogo bmp System Username a Time Date Stamp Metlogix E
20. e and can be accomplished by using the following procedure m Select the circle feature in the feature list you intend to apply the tolerance to Access the feature detail screen for the circle by selecting it in the feature list or by pressing in the feature detail viewport m Toggle the feature detail screen from Actuals view to Nominals view using the screen selection button located above the feature coefficients Actual n t d m Set the nominal position values in X and Y for your circle feature X 0 0337 Y 0 0311 m Select the X or Y positional tolerance button from the toolbar and then enter the desired tolerance values in the appropriate fields x Y m Switch the detail view screen from Tolerance to Deviation using the view selector button to observe the results of the applied tolerance Auto Round Nominals Example The M2 software supports Auto Rounding of nominal values and can be accomplished according to the following example The following software feature can often save time when repetitively entering nominal feature data The key principal is that when you first measure a part that needs tolerances applied it is common for the measured values to be close to the blue print nominal values Using Auto Round Nominals the nominals for each coefficient can be quickly rounded up or down to match the likely nominal values based upon the actual measured values
21. e the report formatting according to the file export style desired m Press the Export Data toolbar button found in the bottom toolbar and choose the desired export format m The exported data file will be written to the designated target location and a message will appear indicating successful export of the data file To select a specific target location for the file export set the export location in the File Location setup screen The export options can be configured as a global setting from within the Export Setup screen or on an export by export basis by enabling the settings export prompt from within the Export setup screen Note To configure the software to prompt for Export settings at each File Export command configure the Export settings item called Prompt for Export Settings to Yes Export settings items a File Name Configure the desired base filename for file exports in the File name field of the Export setup screen Include column headers Set this field to Yes to include column headers in file export The column header labels the contents of a report column by category Set this field to No to omit the column header from printed reports m Target file type Set this field to Append to append exported data to the existing target file set to Overwrite to overwrite the target file with a new file on each data export and set t
22. e value Place Tolerancing Example The M2 software supports Place Tolerance style tolerance entry and can be configured using the procedure below This time saving convention relies upon using tolerance information found in the detail block of a blue print This blueprint element indicates the tolerance values to be used based on the number of digits reported for the actual value of a feature The following is an example of how this may appear X 0 1 XX 0 01 XXX 0 001 The above graphic indicates that if a diameter coefficient has a nominal value of 1 50 the tolerance that should be applied is 01 Note In order to take advantage of place tolerancing the option must be enabled Set the item Enable tolerance places to Yes in the Tolerance Setup screen of the settings section of the M2 software Tolerance place data on new part can also be set to Yes within this setup screen in order to apply the same place tolerance chart to all newly created parts This method of tolerancing is supported for both metric and English values m Align and datum you part Measure the first feature to be toleranced For our example we will use a circle Page 40 m Once you have measured the circle select the detailed feature view You will see the actual values of the circle Select the Nominal n t d a button once You will now see the nominal data entry page Enter the nomina
23. em zero position Used together a complete two part alignment can be achieved When measuring a datum dependent part it is advisable to go through the process of establishing a datum or part alignment first followed by measuring the features associated with that datum Offset Skew allows for setting a skew line position in a location that is not directly measured by the system This skew position is identified by offset values from other measured or constructed features Rotate Skew allows for the presetting of the current skew orientation to a specified angular value Page 34 Part Skew Example The M2 software supports skew or secondary alignment and can be explicitly measured using the following procedure m Select a Probe from the probe menu m Press the Datum toolbar button to access the datum submenu _ r b I e O Ail I 7 NS ge m Press the Measure Skew button to initiate the explicit skew measurement or skew construction o m Probe at least 2 points on the line to apply skew to or select the features from the feature list or part view that you would like to construct the skew line from m Press Done Green Check Button to complete the skew measurement Note Previously measured or constructed features can also be used to apply skew by manually zeroing the theta angle coefficient and the X or Y axis coefficient Pressing the label buttons to the le
24. ft of these coefficients in either the feature detail screen or the mini DRO view port sets the corresponding value to zero Part Datum Example The M2 software supports setting a Datum Origin point and can be performed using the following procedure Note Setting a datum position is typically performed on a previously constructed or measured feature Datum points can be explicitly measured as well using the Measure Datum button Datum Construction Method m Press the Datum toolbar button to initiate the datum procedure The system is now prepared to set an existing feature to the datum or to explicitly measure a datum position po e 7 O lt A NS m Select the feature that you would like to set as the Datum Zero position S N N 7 1 J i m Press Done to apply the datum to the selected feature Or to measure explicitly m After pressing the measure datum button probe a point and press Done Green Check Button Page 35 Note Previously measured or constructed features can also be used to apply a datum by manually zeroing the X and Y coefficients of the feature Pressing the label buttons to the left of these coefficients in either the feature detail screen or the mini DRO view port sets the corresponding value to zero Rotate Coordinate System Example The M2 software supports Rotating of the coordinate system The rotation will be added to
25. is armed m Once you stop moving the stage the timer graphic will count down and a point will be automatically fired at the current crosshair position m You can now move on to the next point to be fired Note When using the count down timer you may accidentally enter an incorrect point To remove an entered point simply press the Undo button or the Cancel Point button red X and proceed with probing ge X 0 2094 m X em X 0 0220 Y 0 0617 Y 0 0004 0 Q 0 03 43 0 la 0 03 43 4 Q 0 03 40 Kv DAKA X Page 30 Section 4 Feature List and Part View Concepts The Feature List and Part View are the primary means of viewing and manipulating features that have been measured constructed or created in the M2 software Selecting features in the feature list allows for feature construction access to feature detail views as well as provides a means of deleting features The Part View is a graphical display of features measured constructed or created in the M2 software Features are displayed in their relative positions to each other The Part View supports feature selection for constructions using the same simple method as the Feature List Feature selection from the Part View also provides a means for deleting features and accessing additional feature detail A simple set of tools are provided for zooming and panning around the Part View For touch screen enabled systems pinch zooming and
26. k MetLogix mM Optical Edge and Crosshair User s Guide Metlogix Inc 33 South Commercial Street Manchester NH 03101 USA June 2011 Issue 1 Features of the M2 Measuring Solution Designed for Multi Touch software control In addition to conventional mouse interface the expanded Multi Touch logic allows for versatile pan and zoom of the and active part view with a pinch swipe or press m Advanced crosshair probe toolbox For Optical Edge enabled systems both simple and auto edge crosshair probes are available The auto edge probe captures points on edges automatically The M2 s industry first Edge Logic system OE enabled systems only enables gesture driven control of start and end measurement commands Start and finish measurements quickly without the need for direct software interaction Graphics based Part View constructions Generate popular construction types like Distances and Tangent Lines from within the graphical part view itself a Industry leading support for additional tolerance conventions Tolerances can be applied in the standard feature to feature fashion or by using a more traditional place tolerancing system Engineering drawings may indicate that all features reported to 2 significant digits will get one tolerance value where all features reported to 3 digits will get another The M2 software allows for the entry and application of universal tolerance values acco
27. l be modified within the M2 s edit program mode Only programs that have not been locked by a supervisor will allow access to the Edit mode functionality Once a part has been loaded a part run can be executed to begin a program playback routine or to enter the programs edit mode The M2 software will provide a visual indication of the current part program step and what the next step in the measurement routine is At the completion of program playback a program options panel will be displayed The display panel provides you with a convenient mechanism for replaying the part program staring a new part or evaluating or editing the currently loaded program Additional feature and system characteristics will also be saved as part of an M2 part program Details such as applied tolerances selected magnifications and data output or printing can all be saved as part of an M2 part program file Part program files in the M2 software will always be saved using the extension mlxpart Page 51 Page 52 Program Playback Groups of measured and constructed features as well as other software operations can be played back as part of a sequence of program steps When a saved part is newly opened the Feature List will populate with shaded grey feature items This grey color indicates that the features are un measured or not yet played back The feature data for a newly opened part will reflect the last recor
28. l values for the X Y and D coefficients either by using the keypad or the Auto rounding feature m Check your blueprint and see how many digits to the left of the decimal point were used to specify the dimension Then look at the tolerance block and look for the corresponding number of X s and the value associated with it For example if the nominal value for the X position was 1 500 and the Y value was 2 000 and the Diameter was 1 000 then look for the value associated with XXX For this example we will use 001 for XXX tolerancing m Press the third digit to the right of the decimal point for the X Y and D values You will now see all digits to the right of this place position go gray m From the nominal entry screen you will see an icon X X X XX X XXX in the bottom toolbar Press this button and the place tolerance set up screen will appear In this screen you can enter the values from the tolerance block of you blue print that corresponds to the various X X value Only fill in the place fields that correspond to the print you are working from xx 0 000000 0 000000 x 0 020000 0 020000 xx 0 000000 0 000000 xxx 0 000000 M0000000 X XXXX Page 41 Supported Tolerances The following list contains all of the supported tolerance types on a feature by feature basis The feature type from list below represents the feature type tha
29. lbar 215s a d H 1 t gt Ps we ar eer m Position your comparator crosshair or externally generated crosshair on the edge of the feature to be measured m Press the large measure feature button or click in the yellow measure window to enter points for the feature measurement Press Done Green Check Button to complete the measurement Measure Circle 1 Note If a measurement fails after pressing Done please refer to the probe points requirements list or the measure feature examples both found in Section 2 The Optical Edge Probes Page 26 M2 systems equipped with Optical Edge capability can make use of two types of Optical Edge probe the Manual Optical Edge probe and the Auto Optical Edge probe The use of either of these probes requires that a valid optical edge teach routine be performed in the M2 software Teaching Optical Edge Example m Select the Probe Teach button located in the probe menu m Follow the on screen instructions for positioning your optical sensor throughout the 3 stage teach routine q Place the edge sensor in a lighted area Press Place the edge sensor in a dark area Press Place the edge sensor in a lighted area again Next when ready Next when ready Press Next when ready m At the completion of the teach routine a message will be displayed indicating the results of the teach After a successful teach the Optical
30. n WW Polar Cartesian sets the current coordinate system display type to Polar or Cartesian DMS DD sets the displayed angular unit type to Degrees Minute Seconds or Decimal Degrees IN MM sets the displayed linear unit type to inch or millimeter On Screen Keyboard displays the On Screen keyboard Distance Calibration initiates a distance calibration routine Format Toggle displays the data report formats available for selection Standard Tolerance CSV and European Hide Row hides the currently selected report view data row Report exports and printouts will reflect these hidden rows Edit Cell enabled editing of applicable report view data cells Export Data displays buttons for data export in CSV or TXT format Report Filters Fitter Faited Tolerance Filter Feature Type Program Edit Record Into Play From Here Remeasure Feature Delete Feature Step Add User Message Filter All applies the displays all features filter to the currently selected data report format Filter Selected applies the filter by selected feature filter to the currently selected data report format Filter Toleranced applies the filter by tolerance features filter to the currently selected data report format Filter Passed Tolerance applies the filter by passed toleranced features filter to the currently selected data report format Filter Failed Tolerance applies the
31. ng a Part Datum Rotate Coordinate System Example Offsett Alignment Example Section 6 Applying Tolerances Applying X Y Position Tolerance Example Using the Auto Rounding Nominals Feature Using the Place Tolerance System Supported Tolerances by Feature The Tolerance Symbols Buttons Section 7 Reporting Selecting a Report Template Hide Show Report Data Example Printing a Report Customizing a Report The Printout Settings Section 8 Data Export Data File Export Example 47 The Data Export Settings 47 Section 9 Part Programs Editing and Playback Program Playback 49 Using Program Playback Mode Example Using Program Edit Mode Example Appending Program Steps Example Re Measuring Feature Steps Example Deleting Program Steps Example Play from Selected Step Example Adding a User Message Example Section 1 Introduction to the User Interface UI This section describes the main M2 software interface The diagrams below illustrate basic button function information and button location for various M2 software commands These button commands and their functions are enlarged for additional detail below the diagrams The M2 Viewpanel layouts Vertical Format The M2 vertical layout contains two 2 main viewports one on the upper portion of the screen and one at the bottom The upper viewport displays encoder position feature detail and active measurement information The bottom viewport displays
32. ng the context generation m Once the record into edit command has been initiated the operator may measure or construct new features or insert data output or print command steps according to the standard software procedures for these functions m These newly added program steps will be added to the current program edit list m To save the newly added program steps to the currently loaded part program press the save button found in the M2 System Menu Re Measuring Feature Steps Example Page 56 The M2 software supports re measuring feature steps in edit mode and can be accomplished using the following procedure m Select the program edit view m Select the program feature step of the feature that you would like to re measure m Press the re measure feature edit command from the bottom toolbar m The software will prompt the operator to re measure the selected feature Proceed with re measuring the selected feature and press done when finished m The newly measured feature data will replace the existing measured feature within the program Note The re measure edit command is commonly used to record new environment variables along with the feature measurement for a given step within a program The newly created feature program step will contain all program variable information that exists at the time the re measure is executed m To save the newly created feature program steps
33. nstructed features of a target measurement subject Each feature type has a supported group of tolerance conditions that can be applied to that feature Typically tolerance conditions are applied to features after valid datum operations have been performed and a part coordinate system has been established The feature detail screens are used to apply tolerance types to features enter tolerance values and execute other tolerance related operations Once a tolerance is applied you can see on screen or in a report the actual nominal and variance data for a given feature Tolerance conditions can be applied to a single part inspection routine or included within a part program for repetitive part measurement Tolerances can be applied in the standard feature to feature fashion or by using a more traditional place tolerancing system Engineering drawings may indicate that all features reported to 2 significant digits will get one tolerance value where all features reported to 3 digits will get another The M2 software allows for the entry and application of universal tolerance values according to these feature resolution groupings Notification that a feature has failed tolerance is indicated in the feature list the part view the feature detail view and the report view by way of red color signaling Page 38 X Y Position Tolerance Example The M2 software supports applying an XY positional tolerance to a circle featur
34. nto the root location of your M2 software Page 47 u Print User Name in Header Set this field to Left Center or Right to include the currently logged in user name in the desired location of the report header Set this field to No to omit the username from the report header Print Date Time in Header Set this field to Left Center or Right to include the system date and time in the desired location of the report header Set this field to No to omit the date and time from the report header a Print Part View with Data Set this field to Top Bottom or Watermark to include an image of the current part view in the desired location of the printed report Setting the field to Watermark will print an alpha blended part view image underneath the report data Set this field to No to omit the part view image from printed reports a Print Page Number in Footer Set this item to Yes to include a page number in the report footer Set this item to No to omit page numbers from report printouts a Printed Part View Height Set this item to the desired size of the part view to be included with the printed report This item can be set to 25 50 75 or 100 of the native size of the part view image Print Custom Text in Header Enter custom alpha numeric information into these fields to be displayed in the report header Custom text entered into these field
35. o Auto Number to create a new file on each export that increments starting with the Auto number file name identified below Auto number file name Set this field to the desired file export auto number The file number will automatically increment when the target file type is set to Auto Number Page 50 Section 9 Part Programs Editing and Playback Concepts In the M2 software groups of measured constructed and created features can be saved to a part program file Part program files when loaded will prepare the M2 software to repeat a sequence of feature measurement steps When a part program file is loaded all existing feature list contents are cleared making room for the newly loaded part features The M2 software can be in any of three operating modes interactive mode playback mode and edit mode Interactive mode is the default free measure mode of the M2 software and is typically used for either part program creation or for performing on the fly or non programmatic measurements Playback mode is for running a previously saved or recently created part measurement routine Edit mode is used for modifying the steps of a previously saved or recently created part program In edit mode program steps can be modified deleted and or added to an existing part program Functions such as re measuring features appending measurement steps and changing system parameters can al
36. om toolbar m Context dependent steps will be executed automatically or prompted for manually and playback will begin from the selected step Program playback will proceed from this step per normal playback behavior Adding a User Message Example Page 58 The M2 software supports adding and editing custom user messages for program playback and can be accomplished using the following procedure Note User messages are added and edited in program edit mode Part program edit mode can only be accessed after the play program button has been pressed m Select the program edit view m Select the program step where you would like the user message displayed in program playback The message will be displayed after this selected step m Press the User Message edit command found in the bottom toolbar 5 m The user message window will appear Enter the desired user message text into the space provided m Press the Done button to complete the user message The user message will be displayed as part of the program playback sequence Acknowledgements Page 59 Windows is a registered trademark of Microsoft Corporation in the United States and or other countries Page 60
37. ps will be listed within the Edit view Select a program step to make changes to recorded feature detail tolerance values and data export and printing commands m Use the feature detail screens to make changes to tolerance and feature data for a selected program step Use the on screen controls to make changes to data export and print steps and magnification steps m f desired save the program file using the Save button from the M2 System Menu Appending Program Steps Example The M2 software supports appending or recording in program steps and can be accomplished using the following procedure m Select the program edit view m Select the program step where you would like your newly created program operations to be added These newly added program operations will be inserted after the selected program step m Press the Record Into button from the bottom toolbar v m A blue Edit Pin will be positioned between the currently selected program step and the following step indicating the current record into position Note When editing a program that has already been played back the context generation will occur automatically filling in context dependent program steps automatically from the previously acquired program data For programs that have not yet been played back the software will prompt the operator to manually measure all context dependent features prior to completi
38. rding to these feature resolution groupings m Feature Detail Graphics Individual feature views provide informative drawings displaying point cloud distributions as well as nominal deviations and tolerance results Scroll through your measured features list from this view for a feature by feature display of Actual Nominal Tolerance Deviation and Data Fit Type information Report Generation Flexible reporting capability supports a range of application requirements from simple to complex Custom report headers footers and printout graphics can all be included as part of easily generated program playback routines or simply printed or exported as data files on the fly Support for all current industry standard software methodologies for Stage and Optics calibration Simple machine optic calibration can be achieved using popular machine and optic correction methods LEC SLEC NLEC Distance Calibration Industry leading Operating System platform The Windows 7 operating system represents the current enterprise solution for personal computer based software operating systems You gain the performance and reliability of a globally recognized software solution as part of you measuring machine package m Additional Windows based functionality Other Windows functionality may also be utilized to meet and address specific application requirements Flexibility in exporting data printing reports and interfacing to third party windows applic
39. s will always be aligned left and bottom in the report header Leaving these fields blank will omit custom text from the printed report Page 48 Section 8 Data Export Concepts Measurement data in the M2 software can be exported to a data file on your computer from the Report View screen Data can be exported in standard ACSII txt format or in csv format for import to a spreadsheet or SPC application The exported data file will be formatted according to the selected report template at the time the export is executed The exported file will also reflect any other modifications made to the report view including the hiding or modification of data cell contents The destination of exported data files can be configured from within the File Locations setup screen Data can be exported to a folder location a fixed drive location or a network location Data file exports can have custom file names applied and can be configured to append an existing file overwrite an existing file or be added as a new file with an auto number applied Data Export steps that are part of a saved part program can be edited to change the report format type of the exported data file Page 49 Export Data File Example The M2 software supports exporting of measurement data in either txt or csv format and can be accomplished using the following procedure m Display the desired report template in report view and configur
40. t supports the tolerance listed to the right Feature Type Tolerance Type Feature Type Tolerance Type Point True Position RFS Line X Y Positional X Y Z Positional Angle Theta Parallelism Angularity Perpendicularity Straightness Circle True Position Distance X Y Z Positional RFS MMC LMC Length X Y Positional Diameter Concentricity Runout Roundness True Position RFS Angle Angle Theta X Y Positional Diameter Radius Page 42 The following tolerance symbols indicate the associated tolerance type as well as the correct corresponding tolerance entry button within the M2 software X Y Z Positional X Y Z Tolerance Diameter Radius D Size Tolerance Theta Angle Tolerance Length Width Size Tolerance Form Tolerance Parallelism Orientation Tolerance Angularity Tolerance True Position Tolerance Straightness Tolerance Perpendicularity Tolerance 8 L Roundness Tolerance O Concentricity Tolerance Runout Tolerance Place Tolerancing Entry Chart Page 43 Section 7 Reporting Concepts After feature or part measurements any of 4 standard report formats can be viewed within the Report View screen By default any features within the Feature List will be populated within each of these 4 report formats The report styles range from simple including only feature numbers and actual values to complex including graphical representations
41. the feature list to indicate the manipulation of the coordinate system m Press the Datum toolbar button to access the datum submenu m Press the Rotate button to access the Rotate Coordinate System screen ra ah N i e O ua vA a F Saa m Enter the desired angular rotation value into angle field 45 00 00 m Press Done to complete coordinate system rotation Offset Alignment Example The M2 software supports establishing an Offset Alignment from previously measured features m Press the Datum toolbar button to access the datum submenu m Press the Offset Alignment button to access the Offset Alignment screen O sD amp Sgae m Using the Axis Selector select the axis that you would like the offset applied in m Enter the desired offset values to be applied to feature 1 and 2 and press Done m The system will exit to standard Measure mode displaying the measure prompt Page 36 Measure or select the features that you would like to be the basis for the offset alignment values entered in the previous step m Press Done to complete the offset alignment The new alignment feature will be added to your feature list an part view Page 37 Section 6 Applying Tolerances Qe Concepts The Tolerance functionality in the M2 software allows you to apply blueprint nominal information to the measured and co
42. thod Using Edge Logic Example The Edge Logic measurement capability allows for feature measurement without the need for key press interaction with the software Automated measure start and end as well as intelligent feature type assignment are made possible using Edge Logic m Select the Auto Edge optical edge probe from the probe menu Se Page 21 m At a typical probing velocity probe the same 2 edge locations on the feature to be measured m The measure prompt will be displayed in the upper view port wee X 1 0753 Y 1 1488 14 o 0000 Kv Anything m Probe the remaining points desired around or along the edge of the feature to be measured Our points probed will be displayed in the measure feature display in the top viewport m When the desired number of points is reached again cross an edge location twice at a moderate probing velocity m The feature measurement will automatically be completed and the feature will be added to your feature list and part view Page 22 Supported Constructions The list below contains all of the possible feature construction types on a feature by feature basis The feature types from the list below represent the measure feature types that should be chosen from the M2 to achieve the desired construction sub type listed to the right The features chosen as parent feature will determine which construction subtype is produced Feat
43. to the currently loaded part program press the save button found in the M2 System Menu Deleting Program Steps Example Page 57 The M2 software supports deleting program steps and can be accomplished using the following procedure m Select the program edit view m Select the program step that you would like to delete m Press the delete program step edit command found in the bottom toolbar XK m The selected program step will be deleted m Newly deleted program steps will be deleted for current part playback session Save the program using the save button found in the M2 System Menu to permanently apply these delete changes to the part program Play from Selected Step Example The M2 software supports playing a part program back from a specified program step and can be accomplished using the following procedure When Play from Selected Step is used the software will determine requirements for generating feature context If context dependent features have already been measured the system will advance immediately to the selected play from step If it is determined that additional context information is required the operator will be prompted to measure the feature s required to do so m With a program loaded select the program edit view m Select the program step that you would like to play from m Press the play from selected step button found in the bott
44. two finger panning is also supported In program playback the part view and feature list provide a means for both program playback and program editing guidance In program playback mode the Part View will highlight the next feature to be measured as well as indicate measured versus unmeasured features using a black vs grey shaded feature graphic In program edit mode the feature list will indicate your current position within the program sequence and indicate the position in the sequence where edit commands will be performed Page 31 Feature Selection Tool Example The M2 software manages feature selection using the Multi Selection button located at the top of the feature list J lt gt L Features in the Feature List can be selected and de selected either individually or in groups The Multiple Selection tool is used to choose which selection mode is active The single bar selector allows for individual feature selection and de selection when pressed The double bar selector allows for mutiple features to be selected one feature at a time Pressing or clicking on the current selection mode button will toggle to the alternate selection mode Delete Feature s Example Feature deletion in the M2 software Features can be deleted by selecting them in the Feature List and then pressing the Delete button Red X from the bottom toolbar The Delete key on a keyboard may also be used Features can be
45. uence according to the screen instruction and the Blue Pin position in the run list The feature to be measured will be highlighted by a white region on grey background within the part view The first two features in playback should be probed using the red ball as the target location Once a valid coordinate system is established subsequent features will require the target ball be green in order for the currently selected probe to be active The target playback ball will be red until the stage coordinates are close to the target ball at which point the ball turns green m Continue measuring the programmed features of the part program where each target ball will turn green allowing for point entry by either manual crosshair or an optical edge probe The size of the active target playback zone can be increased or decreased the Edge Zone parameter in the Programs settings screen 1 1851 Y 1 4798 2 Q_ 0 03 40 a A i Page 54 m When the program playback is complete the program options screen will appear The part program can then be Replayed cleared for New Part creation display measurement results or edited pending adequate privileges The program has finished running What would you like to do next Zo m For features with tolerances applied the features name in the run list the part view graphic and the corresponding detail view field will display in either red fail or white pass m Other software fun
46. uire one 1 or more points When more than one 1 point is probed or used in a construction the average point is the result m Line Features require two 2 or more points When more than two 2 points are probed a data fit type is applied to the feature s data cloud m Circle and Arc Features require three 3 or more points When more than three 3 points are probed a data fit type is applied to the feature s data cloud Angle Features require four 4 or more points The first 2 points must be probed on one leg of the angle followed by two 2 additional points on the second leg More points can be added after the initial 4 in any location of the angle s legs m Distance Features are measured or constructed using only two 2 points Distances are measured by probing 2 points and constructed using 2 previously measured points Construct Line Example The M2 Software supports Tangent Line Constructions they can be performed using the following procedure m Select the measure line button from the measure toolbar ons N e O A LS 4 ka o eo Select the two circles from the feature list or part view that are to be parents of the tangent line construction m Press Done Green Check Button to complete the Tangent Line construction The feature will be added to the feature list and part view All supported feature constructions can be performed using this same procedural me
47. ure Type Construction Sub type Point Average Point Duplicate Point Center Point End Point Mid Point Intersect Point Tangent Point Perpendicular Point Feature Type Construction Sub type Distance Duplicate Distance Center Distance Nearest Distance Farthest Distance Length Distance Feature Type Construction Sub type Angle Duplicate Angle Line Angle Included Angle 180deg minus Angle 180deg plus Angle 360deg minus Angle Circle or Arc Feature Type Construction Sub type Line Average Line Duplicate Line Perpendicular Line Mid Line Center Line Tangent Line Parallel Line Feature Type Construction Sub type Duplicate Circle Arc Average Circle Bolt Circle Page 23 Section 3 Probing and the Optical Edge Probes Concepts In the M2 software features are measured either manually using an externally supplied crosshair and image source manually entering points in the software or by probing points automatically across the edge of a feature using one of M2 s Auto Edge optical edge probes There are two main types of M2 probes Crosshair probes and Optical Edge probes M2 systems that support optical edge measurement probes will display a probe menu providing access to the various probe choices For systems without optical edge support the M2 software will always be prepared to accept manually entered points from within a feature measurement routine The M2 crosshair probe is used to m
48. ure and provides access to the Point Menu Measure Line Button Menu Measures Line feature and provides access to the Line Menu Measure Circle Button Menu Measures Circle feature and provides access to the Circle Menu Measure Distance Button Menu Measures Distance feature and provides access to the Distance Menu Measure Angle Button Menu Measures Angle feature and provides access to the Angle Menu Measure Datum Button Menu Measures Datum feature and provides access to the Datum Menu m Preferences Menu Provides access to configured preference selection items including unit type distance calibration and the on screen keyboard launcher These items are configured in Settings Desktop Page 11 M2 User Interface and Button Detail The M2 System Menu gt Play Part E New Part Log Out xt Settings Open Part oO Save Part Print executes print command for the current view Settings provides access to the setup screens buttons Play Part initiates run of the current or loaded part Open Part allows loading of previously saved part New Part clears loaded part or current feature program list Save Part saves file of current feature program state Log Out returns system to login screen logging off user Exit exits the current software session Page 12 Command Control Buttons Simple Crosshair Manual Edge Probe Auto Edge Probe
49. uto optical edge probe enters points automatically upon crossing an edge The point acquired at the edge crossing will be added to the current feature measurement routine The M2 Software supports measuring features with the Auto edge probe using the following procedure m Select the Auto optical edge probe from the probe menu m Press a Measure Feature button from the center or bottom toolbar m Cross an edge on the feature to be measured a point enter sound will be played and the point will be added to the current measurement d i mere X 1 543 Y 0 078 q4 Qa 0 00 00 Kv m After the desired number of points have been probed press Done Green Check Button to complete the measurement Note If a measurement fails after pressing Done please refer to the probe points requirements list or the measure feature examples both found in Section 2 Auto Point Entry Example Page 29 The M2 software supports Auto Point Entry with the crosshair or the Manual Edge probe using a count down timer m Select the crosshair probe from the probe menu Select the desired feature to measure m A small red dot will appear in the measure window of the top viewport This red dot is the activation button for the Auto Point Entry timer Press the dot to enable the timer m Position the stage on the edge you would like to begin probing on As you move the dots will turn green indicating the timer

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