M3 User Manual

Version 4

Video and FOV Inspection Software User’s Guide

August 2021 PN# 15008-00 Revision 6

M3 Version 4 Video Inspection Software User’s Guide

Crosshair, Video Edge Detection and Field of View System

MetLogix Incorporated 175 Canal Street

Manchester, NH 03101. USA Telephone 603.836.4452 Fax 603.369.6499

info@MetLogix.com www.MetLogix.com

M3 Version 4 Crosshair, Video Edge Detection and Field of View System User’s Guide

Published by: MetLogix Incorporated 175 Canal Street Manchester, NH 03101. USA

M3 software version: 4.00.00

All information set forth in this document, all rights to such information, any and all inventions disclosed herein and any patents that might be granted by employing the materials, methods, techniques or apparatus described herein are the exclusive property of MetLogix, Incorporated, Manchester, New Hampshire.

Terms, conditions, and features referenced in this document are subject to change without notice.

No part of this document may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of MetLogix, Inc. Requests to MetLogix, Inc. for permission should be addressed to the Customer Services Department, MetLogix, Incorporated. 175 Canal Street, Manchester, New Hampshire 03101. Limit of liability and disclaimer of warranty While this guide was prepared with great care, MetLogix makes no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaims any implied warranties of merchantability or fitness for a particular purpose. The advice, methods and instructions contained in this book might not be suitable for your situation. When in doubt regarding suitability, you are encouraged to consult with a professional where appropriate. MetLogix shall not be liable for any loss of profit or any damages, including but not limited to special, incidental, consequential or other damages. Trademarks MetLogix, is a registered trademark of MetLogix, Incorporated. Windows is a registered trademark of the Microsoft Corporation in the United States and other countries.

Introduction The M3 Version 4 Video Inspection Software User Guide describes the operation of the M3 precision measuring software for software versions 4.00.00 and above. The encoder-based systems support manual part positioning and feature measurement under user control, and CNC part positioning and automated measurement under program control. Field of view systems do not include encoders or support CNC operations; all measurements are performed in the video field of view. While many M3 functions are common to encoder-based and field of view systems, there are some important functions that are unique to one or the other of the two systems. The organization of information in this user guide is shown below. Touch probe support is provided as an option in some CNC enabled systems.

User guide organization Section Content

Systems

1 2 3 4 5 6 7 8 9

Overview

Encoder and Field of View Encoder and Field of View Encoder and Field of View Encoder systems only Encoder and Field of View Encoder and Field of View Encoder and Field of View Encoder and Field of View Encoder and Field of View

User Interface

Probes

Measuring, Constructing and Creating Features Encoder and Field of View

Image Stitching

Feature List and Part View

Reference Frames

Tolerancing

Reporting Data Exporting Data Programming

10 11 12

Encoder (includes CNC) and Field of View (no CNC)

Field of View Functions

Field of View Systems Only

While it is likely that this Guide includes some material that doesn’t apply to your specific M3 system, most concepts explained here can easily be applied to all M3 systems. The concepts explained in this Guide are necessary for the operation of any M3 system. Operators and supervisors will find the contents invaluable in conducting measurements, programming automatic functions and reporting results. A few user setup functions are also described that will help users and supervisors customize the M3 measurement tools, user interface screens and report formats. Prerequisites Operators and supervisors are assumed to understand dimensional metrology theory and practice and have a good working knowledge of the Microsoft Windows operating system use and conventions.

Conventions & Terms The term “M3 system” refers to the M3 software and the measuring hardware connected to it. Icons This guide uses the following icons to highlight information:

WARNINGS

The raised hand icon warns of a situation or condition that can lead to personal injury or death. Do not proceed until the warning is read and thoroughly understood.

CAUTIONS & IMPORTANT INFORMATION

The exclamation point icon indicates important information regarding equipment operation or maintenance, or a situation or condition that can lead to equipment malfunction or damage. Do not proceed until the information is read and thoroughly understood.

NOTES

The question mark icon indicates important supplementary information about an activity or concept.

Menu path navigation Many references are made in this guide to measurement tools that are displayed by touching or clicking the mouse cursor on a series of toolbar buttons and menu items. This kind of navigation path and the shorthand used to describe it is demonstrated in this example of displaying the Measure Skew button of the Datum menu, accessed through the Measure toolbar. The long form instruction to perform this operation is: Press or click the Datum button of the Measure toolbar and then press or click the Skew button. The shorthand that will be used in instructions to describe this operation is: Measure toolbar > Datum button > Skew

A graphic representation of the operation is shown below.

NOTE Toolbar buttons can be touched with a fingertip or clicked with a mouse cursor in M3 touchscreen systems. Instructions in this guide will use the term “press” to indicate a finger press or mouse click.

Getting Help Help is available in this guide, in the electronic version of this guide accessed from the Help menu (question mark icon) of the System toolbar, from your MetLogix distributor or system provider and from our product support page at www.MetLogix.com. Should it become necessary to contact your MetLogix distributor or system provider, be prepared to supply the following information: • The M3 software version number can be found in the About Settings screen accessed through the M3 System menu (M3 logo in the System toolbar). M3 System menu > Settings > About • Information describing the measuring system hardware can be found in the Hardware Settings screen also accessed from the About Settings screen. M3 System menu > Settings > About • A detailed description of the problem and steps that you’ve taken to resolve it

Video Inspection Software User’s Guide

Contents Section 1: System Overview ........................................................................................................................................... 1 Section 2: User Interface ................................................................................................................................................. 3 User Interaction ........................................................................................................................................................... 3 Viewports and Screen Organization ............................................................................................................................ 3 Screen Viewport Navigation..................................................................................................................................... 3 Live Video Screen ................................................................................................................................................ 4

Measure Feature Screen ..................................................................................................................................... 4

Part View Screen ................................................................................................................................................. 5

Feature Detail Screen .......................................................................................................................................... 6

Report (Run Results) Screen................................................................................................................................ 6 Toolbars, Menus and Function Buttons ....................................................................................................................... 7 Measure Toolbar ...................................................................................................................................................... 7 Feature Measurement Menus ............................................................................................................................ 7

Change Feature Type Button ............................................................................................................................ 10

Part View Markup Menu ................................................................................................................................... 10

Part Lighting Controls........................................................................................................................................ 11

Autofocus Mode Button.................................................................................................................................... 11

Probe Menu....................................................................................................................................................... 11

Zoom Menus ..................................................................................................................................................... 11

Goto Move Button ............................................................................................................................................ 12

Extra Menu ........................................................................................................................................................ 12 System Toolbar ...................................................................................................................................................... 13 System menu..................................................................................................................................................... 13

Main viewport indication .................................................................................................................................. 14

Home View Button ............................................................................................................................................ 14

Freeze Live Video Images Button ...................................................................................................................... 14

Image Stitching Button...................................................................................................................................... 14

Report Button.................................................................................................................................................... 15

Video Magnification Indication ......................................................................................................................... 15

Undo Button ...................................................................................................................................................... 15

Help Button ....................................................................................................................................................... 15 Report Toolbar ....................................................................................................................................................... 15

Contents 1

Video Inspection Software User’s Guide

Edit Cells Button................................................................................................................................................ 16

Report Format Menu ........................................................................................................................................ 16

Hide Row Button ............................................................................................................................................... 16

Export Data Menu ............................................................................................................................................. 16

Report Filters Menu .......................................................................................................................................... 17

Import DXF Nominals ........................................................................................................................................ 17

Statistics ............................................................................................................................................................ 17

Pivot View ......................................................................................................................................................... 17

Delete Run Results ............................................................................................................................................ 17 Program Edit Toolbar ............................................................................................................................................. 17 Play Button........................................................................................................................................................ 18

Play From Here Button...................................................................................................................................... 18

Record Into Button............................................................................................................................................ 18

Re-measure Feature Button.............................................................................................................................. 18

Step and Repeat Button .................................................................................................................................... 18

Ask Button......................................................................................................................................................... 18

Delete Program Step Button ............................................................................................................................. 18 Feature List ................................................................................................................................................................ 18 Section 3: Probes .......................................................................................................................................................... 19 Crosshair Probes ....................................................................................................................................................... 19 Multipoint Video Probes............................................................................................................................................. 19 Touch Probes ............................................................................................................................................................ 19 Points Required for Single Point Probing .................................................................................................................. 20 Points ..................................................................................................................................................................... 20 Lines....................................................................................................................................................................... 20 Circles and Arcs ..................................................................................................................................................... 20 Slots and Rectangles ............................................................................................................................................. 20 Blobs ...................................................................................................................................................................... 20 Distances ............................................................................................................................................................... 20 Angles .................................................................................................................................................................... 20 Planes and Datum Planes ..................................................................................................................................... 20 Spheres.................................................................................................................................................................. 20 Cylinders ................................................................................................................................................................ 20 Cones ..................................................................................................................................................................... 21 Axis (3D Line) features .......................................................................................................................................... 21 Datum Point Features ............................................................................................................................................ 21

Contents 2

Video Inspection Software User’s Guide

Skew Features ....................................................................................................................................................... 21 Using Video Probes ................................................................................................................................................... 21 Video Probe Scanning ........................................................................................................................................... 21 Standard Crosshair Probe ..................................................................................................................................... 21 Simple Active Crosshair Probe .............................................................................................................................. 22 Vtouch Probe ......................................................................................................................................................... 22 MeasureLogic Probe .............................................................................................................................................. 22 EyeMeasure Probe ................................................................................................................................................ 22 Nearest Furthest Probe.......................................................................................................................................... 25 Auto Point Entry ..................................................................................................................................................... 25 Auto Focus Mode ................................................................................................................................................... 26 Auto Focus States .............................................................................................................................................. 26

Focus Assist ....................................................................................................................................................... 26

Auto Focus Measurements ............................................................................................................................... 28 Setting the Number of Points Captured by Multipoint Probes ............................................................................... 32 Using Video Probes Effectively .............................................................................................................................. 32 Video Probe Terms and Functions .................................................................................................................... 32 Advanced Edge Teach ........................................................................................................................................... 34 Inspection Example Images............................................................................................................................... 36

Low Edge Contrast and Uniform Edge Form ..................................................................................................... 36

Probe behavior in program playback ................................................................................................................ 38 Pattern Recognition................................................................................................................................................ 39 Teaching a pattern ............................................................................................................................................ 39

Datum Pattern Measurement ........................................................................................................................... 39

Standard Pattern Measurement ....................................................................................................................... 40

Pattern Recognition in Program Playback......................................................................................................... 40 Viewing the Image Source for Pattern Features .................................................................................................... 41 Using Touch Probes .................................................................................................................................................. 41 Straight, Disc, Cylinder and Star Probes ............................................................................................................... 41 Making Probe Contact....................................................................................................................................... 41 Touch Probe Setup Operations ................................................................................................................................. 42 Calibrating a Probe Tip .......................................................................................................................................... 42 Calibrating using the Contact Probe Settings Screen........................................................................................ 42 Calibrating using the Probe Teach Function ..................................................................................................... 43 Adding a Probe Tip ................................................................................................................................................ 43 Removing a Probe Tip ........................................................................................................................................... 44

Contents 3

Video Inspection Software User’s Guide

Editing a Probe Tip ................................................................................................................................................ 44 Changing the probe Tip Name .......................................................................................................................... 45

Assigning a Tip Type .......................................................................................................................................... 45

Designating the Probe as a Reference .............................................................................................................. 45 Changing the Current Probe Tip ............................................................................................................................ 45 Configuring Probe Path Data ................................................................................................................................. 46 Section 4: Measuring, Constructing and Creating Features ......................................................................................... 47 Explicit and Automatic Measurement ........................................................................................................................ 47 Feature Constructions ............................................................................................................................................... 47 Feature Creation........................................................................................................................................................ 47 Preparing for Measurement Activities ....................................................................................................................... 48 Lighting Adjustment ............................................................................................................................................... 48 Image Processing .................................................................................................................................................. 48 Calibrating a Touch Probe Tip ............................................................................................................................... 51 Configuring (Touch) Probe Path Data ................................................................................................................... 51 Teaching Video Edge Recognition ........................................................................................................................ 51 Establishing a Reference Frame ............................................................................................................................... 51 Part Leveling .......................................................................................................................................................... 51 Skew Alignment ..................................................................................................................................................... 52 Part Datum ............................................................................................................................................................. 52 Probing a Part Datum Point .............................................................................................................................. 52 Constructing a Skew and Part Datum Point from Parent Features ....................................................................... 52 Skew .................................................................................................................................................................. 52 Datum Point ...................................................................................................................................................... 53 Creating a Datum by Manually Zeroing the X and Y Coefficients of a Feature..................................................... 53 Probing and Measuring Features .............................................................................................................................. 54 Single Point Probing .............................................................................................................................................. 54 Multipoint Probing .................................................................................................................................................. 54 Probing Features ................................................................................................................................................... 55 Probing Features with the Crosshair Probes..................................................................................................... 55

Probing Features with a Touch Probe............................................................................................................... 55

Probing Features with the Simple Active Crosshair probe ............................................................................... 55

Probing Features with the MeasureLogic Probe............................................................................................... 56

Probing Features with the EyeMeasure Probe ................................................................................................. 56

Probing and Measuring Blobs ........................................................................................................................... 56 Repeat Mode Feature Measurements ................................................................................................................... 58

Contents 4

Video Inspection Software User’s Guide

Probing Features that Extend Beyond the Field of View ....................................................................................... 58 Multi-feature measurements .................................................................................................................................. 59 Multi-Measure Tool Filters................................................................................................................................ 60 An example of using the Multi-Measure tool ................................................................................................... 61 Pattern Recognition................................................................................................................................................ 61 Teaching a pattern ................................................................................................................................................. 61 Registration Pattern Measurement .................................................................................................................. 62 Standard Pattern Measurement ....................................................................................................................... 62 Pattern Program Playback ..................................................................................................................................... 63 Viewing the Image Source for Pattern Features .................................................................................................... 63 Goto Move Function .................................................................................................................................................. 64 Enabling the Goto Move Function.......................................................................................................................... 64 Goto Position (Absolute/Relative) .......................................................................................................................... 64 Goto Feature .......................................................................................................................................................... 65 Goto Part View location.......................................................................................................................................... 65 Constructing Features ............................................................................................................................................... 66 Point Constructions ................................................................................................................................................ 66 Circle Constructions ............................................................................................................................................... 67 Arc Constructions ................................................................................................................................................... 67 Line Constructions ................................................................................................................................................. 67 Axis (3D Line) Constructions ................................................................................................................................. 68 Angle Constructions ............................................................................................................................................... 68 Distance Constructions .......................................................................................................................................... 68 3D Distance Constructions .................................................................................................................................... 68 Plane Constructions ............................................................................................................................................... 69 Sphere Constructions............................................................................................................................................. 69 Cylinder and Cone Constructions .......................................................................................................................... 69 Feature Construction Procedures .......................................................................................................................... 69 Construction Procedures for Gauge Circle and Gauge Line ................................................................................. 69 Gauge circle between two lines ........................................................................................................................ 69

Gauge circle between two arcs ......................................................................................................................... 70

Gauge line between two lines........................................................................................................................... 70 Construction Procedures for all Other Features .................................................................................................... 70 Changing Constructed Feature Type ..................................................................................................................... 70 Creating Features ...................................................................................................................................................... 72 Formula Results via Calc Feature ............................................................................................................................. 73 An example of using the Calc feature ............................................................................................................... 73

Contents 5

Video Inspection Software User’s Guide

Editing a Calc Feature Result:............................................................................................................................ 74

Using a Calc feature as a variable: .................................................................................................................... 75

Using a variable in program GoTo step:............................................................................................................ 75

Global Variables: ............................................................................................................................................... 76 Section 5: Image Stitching ............................................................................................................................................ 77 Stitching a Super Image ............................................................................................................................................ 77 Enabling Image stitching ........................................................................................................................................ 77 Rectangular Image Stitching.................................................................................................................................. 77 Free Form Image Stitching .................................................................................................................................... 78 Preset Stage Stitching ........................................................................................................................................... 79 Opening a DXF Overlay over a Stitched Image ........................................................................................................ 80 Stitching a Super image Within a Part Program........................................................................................................ 82 Section 6: Feature List, Feature Detail and Part View Functions ................................................................................. 83 The Feature List ........................................................................................................................................................ 83 Displaying Part Name and Run Numbers .............................................................................................................. 83 Displaying Features ............................................................................................................................................... 84 Scrolling the Feature List................................................................................................................................... 84 Selecting features .................................................................................................................................................. 84 Feature Finder................................................................................................................................................... 84 Deleting Features from the Feature List ................................................................................................................ 86 Feature Detail screen ................................................................................................................................................ 87 Part View Screen ....................................................................................................................................................... 89 Accessing the Part View screen ............................................................................................................................ 89 Selecting Features in the Part View screen ........................................................................................................... 89 Zooming and Panning ............................................................................................................................................ 90 Adding Feature Annotations .................................................................................................................................. 90 Adding Box Markups .............................................................................................................................................. 91 Adding Text Markups ............................................................................................................................................. 91 Enhanced Data Cloud Display ............................................................................................................................... 92 An example for adding Data Cloud Markup to the part view ........................................................................... 93 3D Viewing ............................................................................................................................................................. 95 Displaying 3D Part Views................................................................................................................................... 95

Rotation and elevation view controls ............................................................................................................... 96

Preset 3D Views ................................................................................................................................................ 97 The Part View Overlay ........................................................................................................................................... 97 Section 7: Reference Frames ....................................................................................................................................... 99 Establishing a Reference Frame ............................................................................................................................... 99

Contents 6

Video Inspection Software User’s Guide

Part Leveling .......................................................................................................................................................... 99 Skew alignment .................................................................................................................................................... 100 Datum Creation .................................................................................................................................................... 100 Probing a Part Datum Point ............................................................................................................................ 101 Constructing a Part Datum Point from one or more Parent Features.................................................................. 101 Creating a Datum by Manually Zeroing the X and Y Coefficients of a Feature ................................................... 101 Rotating and Offsetting a Reference Frame ............................................................................................................ 102 Rotating the Measurement Reference Frame...................................................................................................... 102 Offsetting the Skew Alignment ............................................................................................................................. 102 Managing Multiple Reference Frames..................................................................................................................... 103 Unsaved Reference Frames ................................................................................................................................ 104 Saving Reference Frames ................................................................................................................................... 104 Locking and Unlocking Features from their Reference Frames .......................................................................... 104 Registration Datum .............................................................................................................................................. 105 Saving and loading reference frames to and from a file ...................................................................................... 105 Section 8: Tolerancing................................................................................................................................................. 107 Supported Tolerances ............................................................................................................................................. 107 Applying Tolerances to a Single Feature................................................................................................................. 108 Keypad Entry of Nominal Values ......................................................................................................................... 109 Select Feature and go to the Nominal Feature Detail screen ......................................................................... 109 Enter Nominal Values using the Keypad ......................................................................................................... 109 Go to the Tolerance Screen, Select and Enter Tolerance ................................................................................... 109 Go to the Deviation Screen to Observe Results .................................................................................................. 110 Entering Nominal Values using Auto-Round ....................................................................................................... 110 Entering Nominal and Tolerance Values using Place Tolerancing...................................................................... 111 Importing Nominal Values from a DXF Drawing File ........................................................................................... 113 Applying Tolerances to a Group of Features ........................................................................................................... 115 Quick Tolerance Functions ...................................................................................................................................... 116 Configuring Preset Tolerance Values .................................................................................................................. 116 Accessing the Quick Tolerance Functions ........................................................................................................... 117 Interactive Mode ............................................................................................................................................ 117 Program Edit Mode ......................................................................................................................................... 117 Applying Quick Tolerances .................................................................................................................................. 118 Applying Nominal Values and Tolerances to Individual Coefficients.............................................................. 118 Applying Nominal Values and Tolerances to Multiple Feature Coefficients................................................... 119 Section 9: Reporting Data and the Results Screen..................................................................................................... 121 Report Template Formats ........................................................................................................................................ 121

Contents 7

Video Inspection Software User’s Guide

Selecting a Report Format ................................................................................................................................... 121 Editing Report Templates ........................................................................................................................................ 122 Accessing Report Template Editing Functions .................................................................................................... 122 Displaying Report Edit Functions......................................................................................................................... 123 Adding or Deleting Template Categories (Columns) ........................................................................................... 124 Changing Column Order and Column Width ....................................................................................................... 125 Increasing or Decreasing Horizontal Lines .......................................................................................................... 125 Increasing or Decreasing Vertical Lines .............................................................................................................. 126 Changing the Number of Feature Names for European Templates .................................................................... 126 Changing the Row Height .................................................................................................................................... 127 Resetting Template Modifications to the Factory Default .................................................................................... 127 Discarding Changes Before Saving ..................................................................................................................... 127 Saving Template Changes as the New Default ................................................................................................... 127 User Defined Report Templates .......................................................................................................................... 128 Editing Report Cells ................................................................................................................................................. 128 Hiding Report Data .................................................................................................................................................. 129 Customizing Printed Reports ................................................................................................................................... 130 Specifying Printout Settings ................................................................................................................................. 130 Results View Visual Review Tools .......................................................................................................................... 132 Pivot view ............................................................................................................................................................. 132 Pinning Coefficient Data ................................................................................................................................. 132 Statistics............................................................................................................................................................... 133 Results View Statistics..................................................................................................................................... 133 Pivot View Statistics ........................................................................................................................................ 134 Run Zero Tab ....................................................................................................................................................... 135 Delete Tab ........................................................................................................................................................... 135 Results Statistical Analysis Feature ................................................................................................................. 135 An example of using the Statistical Analysis feature: ..................................................................................... 136 Section 10: Exporting Data ......................................................................................................................................... 138 Specifying Export Settings....................................................................................................................................... 138 Exporting a Data File ............................................................................................................................................... 139 Direct Data Transfer to Excel .................................................................................................................................. 139 Direct to New Sheet Export ............................................................................................................................ 139

Export to Existing/Custom Excel Sheet ........................................................................................................... 140

An example of exporting to new Excel sheet.................................................................................................. 141

An example of exporting to a custom Excel sheet.......................................................................................... 141 Section 11: Programming............................................................................................................................................ 143

Contents 8

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