Functional interface
Describe the fit, seal, alignment, motion, load path, contact patch or clearance the feature supports. Include the mating-part condition and any assembly adjustment that affects acceptance.
Engineering design resource
A stack up decides whether parts that are each in tolerance still assemble, and the method you choose changes the answer by a wide margin: worst case sums every contributor, statistical methods do not. Compare the three methods below, then use the checklist to separate critical interfaces from general geometry, connect dimensions to datums, and state the condition each tolerance is measured in. MakeNexa reviews tolerance scope with the full CAD package.

Use this guide
Begin with the assembly or use condition. Identify the faces, axes, holes, clearances, sealing lands, alignment features or motion paths that determine whether the part works. Then define a datum structure that represents how the part is located in that condition. A dimension can be numerically tight yet still fail to protect function when it references an unstable or unrelated surface. Conversely, a feature may accept a broader size range when its position, orientation or relationship to a mating datum carries the real requirement.
Tolerance planning also has to name the material condition, manufacturing state and acceptance state. Heat treatment, coating, blasting, forming, molding, stress relief or assembly can change the surface or relationship being controlled. State whether a requirement applies before or after those operations and whether the selected gauge or inspection method can reach the feature in that state. MakeNexa reviews exact limits, supplier fit and evidence per RFQ; this checklist organizes the buyer's functional inputs and does not establish a universal network capability.
Design priorities
Use the assembly relationship and receiving decision to decide which controls deserve special attention.
Describe the fit, seal, alignment, motion, load path, contact patch or clearance the feature supports. Include the mating-part condition and any assembly adjustment that affects acceptance.
Choose locating features that are stable, accessible and representative of how the part functions or is inspected. Confirm that the datum sequence constrains the intended degrees of freedom.
Review the chain of dimensions and relationships across every contributing part. Allocate variation intentionally instead of applying the final assembly requirement independently to every component.
State the material, heat treatment, coating, assembly and conditioning state in which the requirement applies, especially where thickness, distortion or temperature can change the result.
Common review gaps
Most over-tolerancing problems begin when a general default replaces a feature-specific functional decision.
A blanket title-block tolerance can make cosmetic, clearance and non-mating features as restrictive as controlled interfaces. Separate general dimensions from the characteristics that truly need tighter control.
Independent coordinate dimensions, plus-minus locations and geometric controls can overlap or create incompatible acceptance zones. Use one coherent scheme and identify which requirement governs.
Coating, plating, anodizing, paint or blasting may change size, texture and datum contact. A requirement that omits the applicable process state can be interpreted differently during manufacturing and receiving.
Deep bores, internal grooves, flexible walls, interrupted surfaces and assembled interfaces may need different evidence than an open external feature. Confirm access before prescribing the record.
Practical choices
The best definition is the one that communicates function and can be produced and verified in the intended state.
Mark the small set of interfaces that affect safety, fit, sealing, motion or downstream processing. Connect each characteristic to its datum, final state and requested evidence.
Size limits may control a mating diameter, while position, orientation, profile or runout may better describe how that feature relates to the assembly. Select controls from function, not drafting habit.
When function is known but the most economical definition is open, ask engineering to propose a process-compatible tolerance or inspection approach and return the assumption for approval.
Design decision table
Typical published practice for planning tolerances before release. Achievable values depend on material, process and inspection capability, and the project requirement is confirmed on the reviewed quote rather than from this table.
| Review layer | Typical published value | Question before release |
|---|---|---|
| Start from the assembly, not the part | A clearance that must never close is the requirement; the part tolerances are how it is allocated | Which single relationship the stack has to protect? |
| Cost of each band | ±0.125 mm costs nothing extra, ±0.025 mm adds passes and inspection, ±0.005 mm implies grinding | Is the tight band on the feature that actually needs it? |
| Allocation, not duplication | Splitting a 0.2 mm assembly clearance across four parts gives ±0.025 mm each; concentrating it gives one tight feature and three loose ones | Has variation been allocated rather than applied everywhere? |
| Setup boundaries | Each re-fixture adds roughly 0.05 mm between faces, so a cross-setup relationship inherits it | Can the relationship be cut in one setup? |
| Material behaviour | Acetal reaches ±0.05 mm; unfilled nylon 6/6 cannot hold ±0.1 mm because moisture moves it 0.5 to 0.8% | Does the material support the tolerance at all? |
| Thermal effect | Aluminium moves about 23.6 µm per metre per °C; acetal about 110 | At what temperature does the dimension apply? |
| Process state | Heat treatment moves a part past ±0.05 mm; welding moves an assembly 1 mm per metre and more | Which operation does the feature become final at? |
| Finishing allowance | Anodize at 5 to 25 µm growing half outward, powder at 50 to 100 µm per surface, electropolish removing 10 to 40 µm | Before or after finishing, and which features are masked? |
| Datum choice | Datums should be the functional locating surfaces, referenced under ASME Y14.5 | Do the datums match how the part locates in the assembly? |
| Measurement capability | A gauge is conventionally expected to resolve about a tenth of the tolerance — 0.005 mm for a ±0.025 mm feature | Is the tolerance measurable with the intended equipment? |
| Free-state condition | A clamped part is not the free-state part, especially thin or welded geometry | How and in what condition is it measured? |
| Slots and clearance | A slot or an enlarged clearance hole absorbs variation a tighter tolerance would have to eliminate | Can the design absorb the variation instead of removing it? |
Stack up analysis
The same dimension chain returns a different assembly tolerance under each method, so the method has to be stated alongside the result. Worst case is the only one that guarantees assembly at the tolerance limits; the statistical methods trade that guarantee for looser part tolerances and a stated defect rate.
| Method | How the contributors combine | What you get | When it fits |
|---|---|---|---|
| Worst case | Arithmetic sum of every contributor at its limit | A tolerance no assembly can exceed, and the tightest part tolerances of the three | Safety-critical interfaces, very low volumes, and any stack where a single failure is unacceptable |
| RSS (root sum of squares) | Square root of the sum of the squared contributors | A looser assembly tolerance covering most of the distribution, with a small tail that will not assemble | Higher volumes with several independent contributors, where the process distributions are actually known |
| Simulation (Monte Carlo) | Random sampling from each contributor's distribution across many trials | A predicted distribution and defect rate rather than a single number | Non-linear or geometric stacks that arithmetic cannot represent, when distribution data exists to sample from |
RSS and simulation both assume the contributor distributions are known and independent. Applying either to a process you have no data for produces a confident number with nothing behind it, which is worse than a worst case result you know to be conservative. State the method and the assumed distributions on the drawing or in the RFQ, not just the resulting tolerance.
Turn the guide into an RFQ
Send the function behind special controls so engineering can review feasibility and return explicit assumptions.
Complete packages move faster: revision-matched CAD, critical dimensions, quantity and material notes are enough to open engineering review across the network.
Get a QuoteIdentify mating parts, load paths, seals, motion, alignment or clearance behind critical features
Define the datum sequence and confirm the datum features are stable and accessible
Review tolerance stacks across all contributing parts, including assembly adjustment
Separate title-block defaults from feature-specific size and geometric controls
State whether requirements apply before or after treatment, finishing, assembly or conditioning
Define requested gauges, sampling, reports or other evidence without assuming universal feasibility
Questions before routing
These answers prepare the request; the reviewed quote controls project-specific commitments.
All three commercial bands are routable — ±0.125 mm (±0.005 in) standard, ±0.025 mm (±0.001 in) precision, ±0.005 mm (±0.0002 in) ground — so the useful question is not what is possible but what is worth buying. Standard practice costs nothing extra; each step tighter adds passes, inspection and eventually a second process. Spend it on the relationships that carry function, and note that a relationship spanning two setups inherits roughly 0.05 mm of positional error, so cutting both features in one setup is often cheaper than tightening either. Name the feature and its measurement condition and the band is confirmed on the quote.
Start from the assembly rather than the part. Identify the clearance or fit that must never fail, then allocate variation across the contributing features rather than applying a tight band everywhere. Concentrating the tolerance on one feature and leaving the rest at ±0.125 mm is almost always cheaper than splitting it evenly across four. And consider absorbing the variation instead: a slot or a larger clearance hole removes the need for the tolerance entirely.
State it explicitly, because the amounts are decisive at precision bands. Anodize adds 5 to 25 µm growing about half outward, powder adds 50 to 100 µm per surface, zinc adds 5 to 25 µm, and electropolishing removes 10 to 40 µm. On a ±0.025 mm fit, any of these is larger than the tolerance. Mark the final condition for each critical dimension and say which features are masked or machined after finishing.
Prescribe it where the method is part of the acceptance requirement, and always check the tolerance is measurable. A gauge is conventionally expected to resolve about a tenth of the tolerance it verifies, so a ±0.025 mm feature wants roughly 0.005 mm of capability. Metrology is also referenced to 20 °C, and aluminium moves about 23.6 µm per metre per °C, so state the temperature and the free-state condition on anything tight.
On the relationships, not the individual dimensions. A bore held to ±0.025 mm is often less important than that bore being perpendicular to its mounting face — and the cheapest way to get that is to cut both in one setup, since each re-fixture adds roughly 0.05 mm of positional error between faces. Mark which relationships must hold together, and the tolerances on the individual features can usually relax.
Worst case sums every contributor at its limit and guarantees the assembly works even when every part sits at its worst permitted value. It also demands the tightest part tolerances, which is the expensive half. RSS takes the square root of the sum of the squared contributors, which returns a looser assembly tolerance because every contributor reaching its limit in the same direction is improbable. That improbability is the trade: a small fraction will not assemble. Use worst case where a single failure is unacceptable or volumes are low enough that the tighter tolerances cost little. Use RSS where volumes are high, contributors are independent and you have real distribution data. Do not use RSS because worst case gave an inconvenient answer.
Next step
Apply the guide to a real drawing and RFQ package. MakeNexa routes capable suppliers from a global network covering competitor-class process categories, then returns a prepared quote or focused clarification for your revision.