ISO 3040:2009/DAmd 1.2

ISO 3040:2009/DAmd 1.2

Standards Content (sample)

DRAFT AMENDMENT
ISO 3040:2009/DAM 1.2
ISO/TC 213 Secretariat: DS
Voting begins on: Voting terminates on:
2014-04-03 2014-06-03
Geometrical product specifications (GPS) — Dimensioning
and tolerancing — Cones
AMENDMENT 1
Spécification géométrique des produits (GPS) — Cotation et tolérancement — Cônes
AMENDEMENT 1
ICS: 01.100.20
ISO/CEN PARALLEL PROCESSING
This draft has been developed within the International Organization for
Standardization (ISO), and processed under the ISO lead mode of collaboration
as defined in the Vienna Agreement.
This draft is hereby submitted to the ISO member bodies and to the CEN member
bodies for a parallel five month enquiry.

Should this draft be accepted, a final draft, established on the basis of comments

received, will be submitted to a parallel two-month approval vote in ISO and
THIS DOCUMENT IS A DRAFT CIRCULATED
formal vote in CEN.
FOR COMMENT AND APPROVAL. IT IS
THEREFORE SUBJECT TO CHANGE AND MAY
NOT BE REFERRED TO AS AN INTERNATIONAL
STANDARD UNTIL PUBLISHED AS SUCH.
To expedite distribution, this document is circulated as received from the
IN ADDITION TO THEIR EVALUATION AS
committee secretariat. ISO Central Secretariat work of editing and text
BEING ACCEPTABLE FOR INDUSTRIAL,
composition will be undertaken at publication stage.
TECHNOLOGICAL, COMMERCIAL AND
USER PURPOSES, DRAFT INTERNATIONAL
STANDARDS MAY ON OCCASION HAVE TO
BE CONSIDERED IN THE LIGHT OF THEIR
POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN
Reference number
NATIONAL REGULATIONS.
ISO 3040:2009(E)/DAM 1.2
RECIPIENTS OF THIS DRAFT ARE INVITED
TO SUBMIT, WITH THEIR COMMENTS,
NOTIFICATION OF ANY RELEVANT PATENT
RIGHTS OF WHICH THEY ARE AWARE AND TO
PROVIDE SUPPORTING DOCUMENTATION. ISO 2014
---------------------- Page: 1 ----------------------
ISO 3040:2009(E)/DAM 1.2
Copyright notice

This ISO document is a Draft International Standard and is copyright-protected by ISO. Except as

permitted under the applicable laws of the user’s country, neither this ISO draft nor any extract

from it may be reproduced, stored in a retrieval system or transmitted in any form or by any means,

electronic, photocopying, recording or otherwise, without prior written permission being secured.

Requests for permission to reproduce should be addressed to either ISO at the address below or ISO’s

member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail [e-mail]
Web www.iso.org
Reproduction may be subject to royalty payments or a licensing agreement.
Violators may be prosecuted.
ii © ISO 2014 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 3040:2009/DAM 1.2
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies

(ISO member bodies). The work of preparing International Standards is normally carried out through ISO

technical committees. Each member body interested in a subject for which a technical committee has been

established has the right to be represented on that committee. International organizations, governmental and

non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the

International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

Amendment 1 to ISO 3040:2009 was prepared by Technical Committee ISO/TC 213, Dimensional and

geometrical product specifications and verification.
© ISO 2014 – All rights reserved iii
---------------------- Page: 3 ----------------------
DRAFT AMENDMENT ISO 3040:2009/DAM 1.2
Geometrical product specifications (GPS) — Dimensioning and
tolerancing — Cones
In Clause 2, replace "ISO 1119:1998" by "ISO 1119:2011".
Replace Clause 6 "Tolerancing of cones" by the following:
A cone is intrinsically defined by its angle (see Figure 9).
Figure 9 – Intrinsic representation of a cone

NOTE A cone is different from a frustum which is defined by three geometrical entities (one of them is a cone).

EXAMPLE A frustum defined by a cone and two end planes (not necessarily perpendicular to the axes of this cone).

Key
1 Plane 1
2 Plane 2
3 Cone
Figure 10 – Example

Tolerancing controls deviations from the nominal definition observed on a real workpiece. The shape of the

cone cannot be perfect. The size of the cone (its angle) cannot be equal to the nominal value. Orientation

and/or the location of the cone from other features can also deviate from the nominal target value.

© ISO 2014 – All rights reserved 1
---------------------- Page: 4 ----------------------
ISO 3040:2009/DAM 1.2

The objective of tolerancing is to define a set of one or more GPS specifications. Each GPS specification

defines a particular characteristic and its permissible extent by the mean of one or two tolerances limits (see

Figure 9).

When a section plane is used in a specification, the section plane location shall be defined by TEDs (explicit

or implicit: 0 mm).

When a datum or datum system is used to locate or orientate the tolerance zone, the angular or linear

dimensions constraining the tolerance zone shall be defined by TEDs (explicit or implicit :0 mm, 0°, 90 °, 180°,

270°).

When a geometrical specification is applied to a cone with the any surface characteristic symbol without

datum or datum system and the intrinsic characteristic of the cone shall be taken into account as fixed, then:

 the symbol OZ shall not be indicated in the second compartment of the tolerance frame; and

 the angle of the cone shall be indicated by a direct indication, with the cone angle, or with the taper value

as TED.
Each characteristic controls a set of degrees of freedom on the real workpiece.

The set of degrees of freedom, which are possible to consider individually or collectively, is:

 the angle deviation;
 the form deviation on a section line or the surface;
 the location deviation (X, Y, Z : in Cartesian system);
 the orientation deviation ( : in Cartesian system).
Indication of a form specification of the cone Meaning
surface with its size considered as fixed
The extracted surface of the cone is requiered to be
inside of the tolerance zone without orientation or
location constraint coming. The tolerance zone
consists to the space included between two coaxial
conical surfaces with specified theoritical angle and
0,3 mm apart.
2 © ISO 2014 – All rights reserved
---------------------- Page: 5 ----------------------
ISO 3040:2009/DAM 1.2
Controlled deviations
Angle Form Location Orientation Illustration of degrees of freedom
deviation deviation deviation deviation
X Y Z   
Yes Yes No NoNo NeverNoNo
WARNING The orientation and location of the cone are not locked.

Figure 11 – Example of tolerancing of a cone : specification of the surface form considering its

theoretical exact angle

The designer is responsible to the set of specifications related on the cone, to manage all degrees of freedom

according to the functions. To perform that, for the cone, the designer may indicate on the same drawing one

or more specifications given independently in Figure 11 and in the different examples of Annex B.

Annex B presents various individual (independent) examples of possible dimensional or geometrical

specifications in relation with a cone, in accordance with ISO 1101 and ISO 14405. Each of these examples

shall be considered independently from each other, but could also be combined, the combination depending

on the design intent.

Add the following informative Annex B "Tolerancing of cone – Examples " and renumber Annex B "Relation to

the GPS matrix model" in Annex C
B.1 General

Cones belong to the invariance class of revolute surface. This implies that it is never possible to lock rotation

about the cone’s axis. The six degrees of freedom of the cone can be represented in a Cartesian or cylindrical

coordinate system. The origin of the coordinate system is situated on the axis located at the apex of the cone

(where the diameter of the cross section is equal to zero) or any other location along to the axis, where a

given cross sectional diameter, D, is located at a distance, L, from another geometrical feature

(trigonometrically related by considering the cone angle so that)
D 
 
L tan 
2 2
 
© ISO 2014 – All rights reserved 3
---------------------- Page: 6 ----------------------
ISO 3040:2009/DAM 1.2
B.2 Examples

EXAMPLE 1 Cone tolerancing - surface form without considering the cone angle (illustration of the closeness to a

perfect conical shape, without taking into account a predefined cone angle)
Indication of a form specification of the cone surface Meaning
with its size considered as variable
The extrated surface of the cone is requiered to
be inside of the tolerance zone without
orientation or location constraint coming. The
tolerance zone consists to the space included
between two coaxial conical surfaces with a
same unspecified angle and 0,3 mm apart.
Controlled deviations by the specification
Angle Form Location Orientation Illustration of degrees of freedom
deviation deviation deviation deviation
X Y Z
  
No Yes No No No Never No No
(conical
surface)
WARNING The orientation and location of the cone are not locked.

This kind of specification combines two requirements (any straightness of generatrixes and any roundness of

directrixes).
4 © ISO 2014 – All rights reserved
---------------------- Page: 7 ----------------------
ISO 3040:2009/DAM 1.2
EXAMPLE 2 Cone tolerancing - form of any generatrix lines
Indication of a form specification of any generatrix of Meaning
the cone (straightness)
Controlled deviations by the specification
Angle Form Location Orientation Illustration of degrees of
deviation deviation deviation deviation freedom
X Y Z
  
No Yes No No No Never No No
(Line:
generatrix)
WARNING The orientation and location of the cone and its size are not locked.
The form of the cone is partially locked.

EXAMPLE 3 Cone tolerancing - form of any directrix lines at any cross section perpendicular to the axis of associated

feature with the real surface of the cone, using the least squares criteria.
Indication of a form specification of any directrix of the Meaning
cone (roundness)
© ISO 2014 – All rights reserved 5
---------------------- Page: 8 ----------------------
ISO 3040:2009/DAM 1.2
Controlled deviations by the specification
Angle Form Location Orientation Illustration of degrees of
deviat
...

DRAFT AMENDMENT ISO 3040:2009/DAM 1
ISO/TC 213 Secretariat: DS
Voting begins on Voting terminates on
2012-08-09 2013-01-09

INTERNATIONAL ORGANIZATION FOR STANDARDIZATION  МЕЖДУНАРОДНАЯ ОРГАНИЗАЦИЯ ПО СТАНДАРТИЗАЦИИ  ORGANISATION INTERNATIONALE DE NORMALISATION

Geometrical product specifications (GPS) — Dimensioning and
tolerancing — Cones
AMENDMENT 1
Spécification géométrique des produits (GPS) — Cotation et tolérancement — Cônes
AMENDEMENT 1
ICS 01.100.20
ISO/CEN PARALLEL PROCESSING

This draft has been developed within the International Organization for Standardization (ISO), and

processed under the ISO-lead mode of collaboration as defined in the Vienna Agreement.

This draft is hereby submitted to the ISO member bodies and to the CEN member bodies for a parallel

five-month enquiry.

Should this draft be accepted, a final draft, established on the basis of comments received, will be

submitted to a parallel two-month approval vote in ISO and formal vote in CEN.

To expedite distribution, this document is circulated as received from the committee

secretariat. ISO Central Secretariat work of editing and text composition will be undertaken at

publication stage.

Pour accélérer la distribution, le présent document est distribué tel qu'il est parvenu du

secrétariat du comité. Le travail de rédaction et de composition de texte sera effectué au

Secrétariat central de l'ISO au stade de publication.

THIS DOCUMENT IS A DRAFT CIRCULATED FOR COMMENT AND APPROVAL. IT IS THEREFORE SUBJECT TO CHANGE AND MAY NOT BE

REFERRED TO AS AN INTERNATIONAL STANDARD UNTIL PUBLISHED AS SUCH.

IN ADDITION TO THEIR EVALUATION AS BEING ACCEPTABLE FOR INDUSTRIAL, TECHNOLOGICAL, COMMERCIAL AND USER PURPOSES,

DRAFT INTERNATIONAL STANDARDS MAY ON OCCASION HAVE TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL TO BECOME

STANDARDS TO WHICH REFERENCE MAY BE MADE IN NATIONAL REGULATIONS.

RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT, WITH THEIR COMMENTS, NOTIFICATION OF ANY RELEVANT PATENT RIGHTS OF WHICH

THEY ARE AWARE AND TO PROVIDE SUPPORTING DOCUMENTATION.
© International Organization for Standardization, 2012
---------------------- Page: 1 ----------------------
ISO 3040:2009/DAM 1
Copyright notice

This ISO document is a Draft International Standard and is copyright-protected by ISO. Except as permitted

under the applicable laws of the user’s country, neither this ISO draft nor any extract from it may be

reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic,

photocopying, recording or otherwise, without prior written permission being secured.

Requests for permission to reproduce should be addressed to either ISO at the address below or ISO’s

member body in the country of the requester.
ISO copyright office
Case postale 56  CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail [e-mail]
Web www.iso.org
Reproduction may be subject to royalty payments or a licensing agreement.
Violators may be prosecuted.
ii © ISO 2012 – All rights reserved
---------------------- Page: 2 ----------------------
ISO 3040:2009/DAM 1
Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies

(ISO member bodies). The work of preparing International Standards is normally carried out through ISO

technical committees. Each member body interested in a subject for which a technical committee has been

established has the right to be represented on that committee. International organizations, governmental and

non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the

International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent

rights. ISO shall not be held responsible for identifying any or all such patent rights.

Amendment 1 to ISO 3040:2009 was prepared by Technical Committee ISO/TC 213, Dimensional and

geometrical product specifications and verification.
© ISO 2012 – All rights reserved iii
---------------------- Page: 3 ----------------------
DRAFT AMENDMENT ISO 3040:2009/DAM 1
Geometrical product specifications (GPS) — Dimensioning and
tolerancing — Cones
Replace clause 6 "Tolerancing of cones" by the following:
A cone is intrinsically defined by its angle (see Figure 9).
Figure 9 – Intrinsic representation of a cone

NOTE A cone is different from a frustum which is defined by three geometrical entities (one of them is a cone).

EXAMPLE "A frustum defined by a cone and two end planes (not necessarily perpendicular to the axes of this cone).

Tolerancing controls deviations from the nominal definition observed on a real workpiece. The shape of the

cone cannot be perfect. The size of the cone (its angle) cannot be equal to the nominal value. Orientation

and/or the location of the cone from other features can also deviate from the nominal target value.

The objective of tolerancing is to define a set of one or more GPS specifications. Each GPS specification

defines a particular characteristic and its permissible extent by the mean of one or two tolerances limits (see

Figure 9).

When a section plane is used in a specification, the section plane location shall be defined by TEDs (explicit

or implicit: 0 mm).

When a datum or datum system is used to locate or orientate the tolerance zone, the dimensions constraining

the tolerance zone shall be defined by TEDs (explicit or implicit :0 mm, 0°, 90 °, 180°, 270°).

© ISO 2012 – All rights reserved 1
---------------------- Page: 4 ----------------------
ISO 3040:2009/DAM 1
Each characteristic controls a set of degrees of freedom on the real workpiece.

The set of degrees of freedom, which are possible to consider individually or collectively, is:

⎯ the angle deviation;
⎯ the form deviation on a section line or the surface;
⎯ the location deviation (X, Y, Z : in Cartesian system);
⎯ the orientation deviation (β, γ : in Cartesian system).
Controlled deviations
Angle Form Location deviation Orientation deviation
deviation deviation
X Y Z
α β γ
Yes Yes No NoNo Never No No
WARNING The orientation and location of the cone are not
locked.

a) Specification of the form of the cone  b) Deviations controlled by the specification

Figure 9 – Example of tolerancing of cone from the surface form considering its theoretical angle

The designer is responsible to the set of specifications related on the cone, to manage all degree of freedom

according to the functions. To perform that, for the cone, the designer may indicate on the same drawing one

or more specifications given independently in the different examples of Annex B.

Annex B presents various individual (independent) examples of possible dimensional or geometrical

specifications in relation with a cone, in accordance with ISO 1101 and ISO 14405. Each of these examples

shall be considered independently from each other, but could also be combined, the combination depending

on the design intent.

Add the following informative Annex B "Tolerancing of cone – Examples " and renumber Annex B "Relation to

the GPS matrix model" in Annex C
B.1 General

Cones belong to the invariance class of revolute surface. This implies that it is never possible to lock rotation

about the cone’s axis. The six degrees of freedom of the cone can be represented in a Cartesian or cylindrical

coordinate system. The origin of the coordinate system is situated on the axis located at the apex of the cone

(where the diameter of the cross section is equal to zero) or any other location along to the axis, where a

2 © ISO 2012 – All rights reserved
---------------------- Page: 5 ----------------------
ISO 3040:2009/DAM 1

given cross sectional diameter, D, is located at a distance, L, from another geometrical feature

(trigonometrically related by considering the cone angle θ, so that:
D⎛⎞θ
L = tan
B.2 Examples

EXAMPLE 1 Cone tolerancing - surface form without considering the cone angle (illustration of the closeness to a

perfect conical shape, without taking into account a predefined cone angle)
0,3 [OZ]
Controlled deviations
Angle Form Location deviation Orientation devi
...