Ternopil Ivan Puluj National Technical University

Каф. інжинірингу машинобудівних технологій

Industrial Equipment


1. Educational programs for which discipline is mandatory:

# Educational stage Broad field Major Educational program Course(s) Semester(s)
1 bachelor's 13. Механічна інженерія 131. Прикладна механіка (бакалавр) 4 8

2. The course is offered as elective for all levels of higher education and all educational programs.

3. Information about the author of the course

Full name Diachun Andrii
Academic degree Cand. Sc.
Academic title Assoc. Prof.
Link to the teacher`s page on the official website of the University
Е-mail (in the domain

4. Information about the course

Study hours structure Lectures: 32
Practical classes: 16
Laboratory classes: 16

Amount of hours for individual work: 86
ECTS credits: 5,0
Teaching language english
Form of final examination exam
Link to an electronic course on the e-learning platform of the university

5. Program of discipline

Description of academic discipline, its goals, subject of study and learning outcomes

The purpose of study of the discipline «Industrial Equipment» is the acquisition of theoretical bases and rules of jigs and fixtures design, and also acquaintance with typical elements, mechanisms, classification and structures of the machine-tool equipment systems.
The task of a given discipline is the receipt by the students the abilities to identify the types of locators and supports used for jigs and fixtures, specify the use of locators and supports, analyze sample parts and select the locating and supporting devices best suited for each, identify the source of specified design data, identify the classes of jigs and fixtures, identify the types of jigs and fixtures, choose a class and type of jig and fixture for selected operations on sample parts, explain the basic principles of workholders, identify the types of workholding devices, match the characteristics and applications to a particular type of clamping device, identify the characteristics of tool bodies, identify various drill bushings, describe the proper placement and clearance for drill bushings, identify common jig and fixture hardware, identify and define the principles of design economy, complete an economic analysis of a tool design, describe the primary types of power-workholding systems, identify the major elements of a power-workholding system, describe the primary advantages of power workholding, describe the primary purpose of modular workholding systems, identify the major types of modular workholding systems, identify the major types of workholders used for welding and inspection.

The place of academic discipline in the structural and logical scheme of study according to the educational program

Prerequisites. List of disciplines, or knowledge and skills, possession of which students needed (training requirements) for successful discipline assimilation

Fundamentals of Technology for Assembly and Machine Parts Production, Metal Processing, Cutting Tools, Automated Manufacturing Technology

Contents of the academic discipline

Lectures (titles/topics)

Topic. Introduction to Fixture Design.
Elements of Fixtures. Importance of Fixtures in Manufacturing. General Requirements of a Fixture. Fixture Design Fundamentals. Fixture Design Criteria. Fixture Design Procedure. Locating Principles. Restrictions on the Degrees of Freedom of a Workpiece. Clamping Principles. Automation in Fixture Design.
Topic. Supporting and Locating Principles
Referencing. Basic Rules for Locating. Positioning the Locators. Part tolerance. Foolproofing. Duplicate location. Planes of Movement. Restricting Movement. Locating from a Flat Surface. Locating from an Internal Diameter. Locating from an External Profile. Ejectors. Spring-Stop Buttons and Spring-Locating Pins.
Topic. Clamping and Workholding Principles.
Workholders. Basic Rules of Clamping. Positioning the Clamps. Clamping Forces. Types of Clamps. Strap Clamps. Screw Clamps. Swing Clamps. Cam-Action Clamps. Wedge Clamps. Power Clamping. Chucks and Vises. Nonmechanical Clamping. Special Clamping Operations. Clamping Odd Shapes. Multiple Clamping Devices. Clamping Accessories.

Topic. Types and Functions of Jigs and Fixtures.
Jigs and Fixtures. Classes of Jigs. Types of Jigs. Types of Fixtures. Classification of Fixtures.
Topic. Basic Construction Principles.
Tool Bodies. Preformed Materials. Drill Bushings. Types of Bushings. Installing Drill Bushings. Bushing Clearance. Burr Clearance. Set Blocks. Fastening Devices. Special-Purpose Bolts and Nuts. Retaining Rings. Jig Pins. Lifting Devices.
Topic. Power Workholding.
Types of Power-workholding systems. Air-Assisted Hydraulic Workholding Systems. Pneumatic Workholding Systems. Basic operation of power-workholding systems. Benefits of power workholding.
Topic. Modular Workholding.
Modular Fixturing Systems. Subplate Systems. “T”-Slot Systems. Dowel-Pin Systems. Modular Fixturing Applications. Constructing Modular Tooling. Advantages of Modular Tooling. Standard Modular Elements.
Topic. Design Economics.
Simplicity. Preformed Materials. Standard Components. Tolerance and Allowance. Simplified Drawings. Economic Analysis. Estimating Tool Cost and Productivity. Calculating Labor Expense. Calculating the Cost Per Part. Calculating Total Savings. Calculating the Break-Even Point. Comparative Analysis.

Practical classes (topics)

Locating Error Modeling. External Cylindrical Surfaces as Locating Datum.
Locating Error Modeling. Planar Surfaces and Internal Cylindrical Surfaces as Locating Datum.
Fixture Clamping Layout Synthesis.
Clamping Force Calculation
Pneumatic Cylinder for Clamping Force Calculation.
Preliminary Analysis and Fixture Planning.
Preliminary Analysis and Jig Planning.
Estimating Tool Cost and Productivity.

Laboratory classes (topics)

Tool Materials. Properties of Tool Materials. Ferrous Tool Materials. Alloy Steels. Tool Steels. Nonferrous Tool Materials. Nonmetallic Tool Materials. Specialty Materials. Designing With Relation to Heat Treatment.
Developing The Initial Design. Predesign Analysis. Overall Size and Shape of the Part. Type and Condition of Material. Type of Machining Operation. Degree of Accuracy Required. Number of Pieces to be Made. Locating and Clamping Surfaces. Type and Size of Machine Tool. Type and Size of Cutters. Sequence of Operations.
Designing Around the Human Element. Design Ergonomics. Safety as Related to Tool Design. Developing Tooling Alternatives. Note Taking.
Tool Drawings. Tool Drawings Versus Production Drawings. Assembly Drawings. Detailed Drawings. Simplified Drawings. Using Templates, Guides, and CAD Libraries. Making the Initial Drawing. Developing the Sketch. Dimensioning Tool Drawings. Rules for Using SI Drawings. Geometric Dimensioning and Tolerancing. Supplementary Symbols. Designing Jigs and Fixtures on the Computer.
Welding and Inspection Tooling. Tooling for Welding Operations. Types of Jigs and Fixtures. Basic Design Considerations. Modular Fixturing for Welding. Objectives in Design. Inspection Fixtures. Gauging Fixtures. Measuring Fixtures. Supplement Gauges.
Low-Cost Jigs and Fixtures. Chucks and Chucking Accessories. Chuck Jaws. Specialty Chucks. Collets and Collet Accessories. Specialty Collet Devices. Collet Blocks. Collet Stops. Foolproofing with Collet Stops. Controlled Length Collets. Specialty Collet Chucks. Expanding Collets.
Vises and Vise Accessories. Specialty Vises. Vise Accessories. Specialty Clamps and Workholding Devices. Independent Clamping Elements. Workholder Mounting Devices.
Tooling for Numerically Controlled Machines. Tooling Requirements for Numerical Control. Types of Workholders for Numerically Controlled Machines.

Learning materials and resources

1. Edward G. Hoffman. Jig and Fixture Design, Fifth Edition. Delmar, New York, 2004.
2. Andrew Y. C. Nee, Z. J. Tao and A. Senthil Kumar. An Advanced Treatise on Fixture Design and Planning. World Scientific Publishing Co. Pte. Ltd., Singapore, 2004.
3. Erik K. Henriksen. Jig and Fixture Design Manual. Industrial Press Inc., New York, 1973.
4. Webb R.M. Jig and Fixture Design. The Institution of Production Engineers, London, 1973.

1. Grant, H.E. Jigs and Fixtures: Non-Standard Clamping Devices. New York: McGraw-Hill. 1967.
2. Rong, Y. and Y. Zhu. Computer-aided Fixture Design. Marcel Dekker. 1999.
3. Nee, A.Y.C., K. Whybrew and A. Senthil kumar. Advanced Fixture Design for FMS. London: Springer-Verlag. 1995.
4. Wilson, F.W., Konecny, A.R., and Potthoff, W.J., Fundamentals of Tool Design, ASTME, Prentice-Hall, NJ. 1962.

6. Policies and assessment process of the academic discipline

Assessment methods and rating system of learning results assessment

Form of final term control – examination.

Table of assessment scores:

Assessment scale
(100 points)
(4 points)
90-100 Excellent А
82-89 Good B
75-81 C
67-74 Fair D
60-66 E
35-59 Poor FX
1-34 F
Approved by the department
(protocol №
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