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Should your company be using an addendum to the Y14.5 standard? Part 3

Part 3 - Tips on creating and implementing an addendum

Introduction

Welcome to part three of the article on addendums. It covers a few tips on creating and implementing an addendum in your organization. How to implement an addendum is just as important as the creation process.

Three types of tips for creating an addendum

This section covers a few tips on creating an addendum. The tips are divided into three parts; useful information, tips for creation, and typical pitfalls to avoid.

1. Useful information for creating an addendum

The list below contains an example of useful information for creating an addendum. All of the items may not apply to your organization.

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    Discourage the use of "extension of principles" beyond coverage of Y14.5 and your addendum on drawings.
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    List the specific standard(s) that are used as a base for your addendum. Include the name and version of each base standard.
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    Provide guidance on how to handle legacy design data with outdated, incomplete, or no GD&T.
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    Include a list of temporary CAD workarounds for areas where your CAD software does not have the new symbols from the latest version of the standard.
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    Include a list of approved template drawings for typical applications.
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    Include a list of quality assurance and metrology standards and practices used in your company
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    Include tips on how to apply tolerances to a drawing. (for example, position tolerances can only be applied to features of size. Rule #1 only applies to individual regular features of size. Also include other tips as needed.)
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    Review the addendum annually to consider and changes requested.
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    Check with your legal department to ensure the addendum is worded correctly and does not cause any legal issues.

2. Tips for creating an addendum

The list below contains an example of useful information for creating an addendum. All of the items may not apply to your organization.

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    Make a presentation to management to get support for the addendum project. The presentation should include: why an addendum is needed, how the addendum will benefit your company's business goals, who are the key stakeholders, and what is involved in creating and implementing the addendum.
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    Create a scope for your addendum. List the topics and base standards that you will include.
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    During the creation process, assemble an addendum team. Involve representatives from all key stakeholders. Typically, the stakeholders include product engineering, supplier quality, metrology, manufacturing engineering, and purchasing.
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    Make the addendum a corporate wide document If necessary, create separate sections for different divisions or locations that have unique needs..
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    Make the addendum an official corporate document (e.g. engineering standard or similar type document.) in your organization with change control and a formal approval process.
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    Include a Y14.5 / ISO standards expert on your addendum team to ensure the addendum is in harmony with the ASME and ISO GPS standards.
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    Add a sentence to your addendum to inform the reader where to send issues, changes, and suggestions.
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    include tips on how to apply tolerances to a drawing. (for example, position tolerances can only be applied to features of size. Rule #1 only applies to individual regular features of size. Also include other tips as needed.)

3. Common addendum pitfalls to avoid. 

The list below contains common addendum pitfall . All of the items may not apply to your organization.

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    Repeating sections of the standard.
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    Using different terminology than in the standard
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    Changing the interpretation of the standard without clearly defining the new interpretation.
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    Forcing the use of the Y14.5 standard on applications where "better" standards exist. (e.g. ISO 10315 Edge Definitions.)
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    Creating new tolerancing tools or methods for applications when tools already exist in the Y14.5 standard.

Tips for implementing an addendum

This section covers a few tips on implementing an addendum. The tips include approvals/buy-in, distribution, and training. All of these tips may not apply to your organization.

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    Require each drawing to have the addendum number in the notes section of the drawing.
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    Develop an internal training program for the addendum and make required for all drawing users.
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    Publish a corporate wide "Notice of Publication" for the addendum.
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    If your addendum changes the interpretation of the Y14.5 standard, distribute it to all of your suppliers. This will help to ensure they have all the information needed to interpret your drawings.
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    Make the addendum available for the public to purchase through a third=party company like Global IHS.

Summary and closing thoughts

Hopefully, some insights were gained with this brief look at addendums. As you may have noticed, I am an advocate of using addendums in large corporations. Developing an addendum renews the focus on the importance of drawings.

In a survey I conducted, I found that about 30% of the companies in the survey use addendums (or some sort of supplement to the Y14.5 standard), and about 15% mentioned that they felt an addendum would be useful in their company.

NOTE:

If you would like to see an example of an addendum, you can purchase a copy of the GM addendum by clicking the button below.

 

Does your company use an addendum? Do you have any suggestions for items that should be in a Y14.5 standard addendum? If so, add a comment below.

If you would like assistance in creating a corporate addendum, contact me at Alex@KrulikowskiConsulting.com 

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