checkbox optimizer checkbox optimierer · checkbox optimierer software + manual 192 145 gb 9909nh...

Checkbox Optimierer

Software +Manual192 145 GB

9909NH

Software packageCheckOpti

Version 1.0

Checkbox Optimizer

Contents and general safety instructions

Festo CheckOpti 9909NH I

Author: ................................................................ P. Mauch

Editors: ........................................... H.-J. Drung, M. Holder

Layout: .................................... Festo AG & Co., Dept. KI-TD

Type setting: ............................................................. KI-TD

Edition: ................................................................. 9909NH

Title: ..................................................... Software + Manual

Designation: ........................................... P.SW-CB-OPTI-GB

Order no. : ............................................................. 192 145

© (Festo AG & Co., D-73726 Esslingen,Federal Republic of Germany, 1999)

Internet: http://www.festo.come-mail: [email protected]

The copying, distribution and utilization of this document as wellas the communication of its contents to others without expressedauthorization is prohibited. Offenders will be held liable for thepayment of damages. All rights reserved, in particular the right tocarry out patent, utility model or ornamental design registration.


II Festo CheckOpti 9909NH


Festo CheckOpti 9909NH III

Contents

Designated use............................................................................................................V

Target group................................................................................................................VNotes on the use of this manual ..................................................................................V

System prerequisites..................................................................................................VI

Scope of delivery of the software package .................................................................VIImportant user instructions .......................................................................................VII

Documentation on the Checkbox family ...................................................................... X

Product-specific terms and abbreviations .................................................................. XI

1 System overview ........................................................................................1-1

1.1 The Checkbox family ...................................................................................1-3

1.2 Method of operation ...................................................................................1-4

1.3 Software packages for the Checkbox ..........................................................1-51.4 Scope of functions of the connected Checkbox...........................................1-6

2 Installation and general user instructions.................................................2-1

2.1 Installing CheckOpti....................................................................................2-3

2.1.1 CheckOpti installation program ..................................................................2-32.1.2 Deinstalling CheckOpti................................................................................2-4

2.2 General instructions for operating CheckOpti .............................................2-5

2.2.1 Creating the online connection ...................................................................2-52.2.2 Starting CheckOpti......................................................................................2-6

2.2.3 Configuring CheckOpti ................................................................................2-7

2.2.4 Determining the target system....................................................................2-82.3 Working with projects ...............................................................................2-10

2.4 Printing .....................................................................................................2-11

2.5 Importing and exporting data....................................................................2-12

3 User interface of CheckOpti........................................................................3-1

3.1 Program window .........................................................................................3-3

3.2 Windows and dialogue windows.................................................................3-4

3.2.1 Settings in CheckOpti..................................................................................3-43.2.2 Displaying and managing teach and test parts as well as features .............3-6

3.2.3 Displaying and processing the features ....................................................3-14

3.2.4 Project documentation..............................................................................3-183.2.5 Managing the tools ...................................................................................3-21


IV Festo CheckOpti 9909NH

3.2.6 Communication with the Checkbox...........................................................3-223.2.7 Print preview.............................................................................................3-24

3.3 Menu commands ......................................................................................3-25

3.4 Key assignment.........................................................................................3-313.5 Tool bar.....................................................................................................3-32

3.6 Colour conventions ...................................................................................3-33

4 Working with CheckOpti.............................................................................4-1

4.1 Method of working with CheckOpti .............................................................4-34.2 Teaching parts with CheckOpti ...................................................................4-5

4.2.1 Preparing the Checkbox ..............................................................................4-5

4.2.2 Teach procedure .........................................................................................4-64.3 Testing parts with CheckOpti ......................................................................4-9

4.3.1 Basic information on parts testing ..............................................................4-9

4.3.2 Test procedure..........................................................................................4-104.4 Evaluating the teach data .........................................................................4-12

4.4.1 Visual check of the teach and test parts....................................................4-13

4.4.2 Differentiating the orientations.................................................................4-144.4.3 Evaluating the scatter ...............................................................................4-16

4.4.4 Checking the bad parts .............................................................................4-17

4.4.5 Influence of tolerance ...............................................................................4-174.5 Optimizing the teach data.........................................................................4-18

4.5.1 Processing the teach and test parts ..........................................................4-19

4.5.2 Configuration tools ...................................................................................4-204.5.3 Automatic optimization.............................................................................4-23

4.5.4 Processing the features ............................................................................4-26

4.6 Documenting and printing the project ......................................................4-284.7 Transferring the teach data to the Checkbox.............................................4-29

4.8 Working with the Project Wizard ...............................................................4-31

4.8.1 The function of the Project Wizard ............................................................4-314.8.2 Starting the Project Wizard .......................................................................4-32

A General information ...................................................................................A-1

A.1 Error messages ...........................................................................................A-3

A.2 Example ......................................................................................................A-5A.3 Description of the configuration tools.......................................................A-12


Festo CheckOpti 9909NH V

Designated use

The software package Checkbox Optimizer (CheckOpti)enables both the teaching process and the checking of thetest procedure with regard to reliability (evaluation of theteach procedure) to be carried out in a user-friendly mannerfor all devices in the Checkbox family. In addition, the teachdata can be optimized and adapted with the CheckOpti.

All currently available Checkbox variants can be controlledwith CheckOpti.

The Checkbox used in each case, operation of the softwarepackage CheckKon, as well as the periphery elements to beconnected, are documented in the specific manuals.Please observe the safety instructions listed in the manualsand use the Checkbox only in the manner designated.

Target group

This manual is intended for users who have experience incommissioning and operating the Checkboxes. Furtherinformation can be found in the manuals listed under"Documentation on the Checkbox family."

Notes on the use of this manual

This manual refers to CheckOpti version 1.0. In the case ofother or specially adapted versions, the representation andmethod of operation may differ.The available options and parameters depend partly on theoperating system of the connected Checkbox. The method ofoperation described refers to Checkboxes with operatingsystem "Config" version 1.2 to 2.1.


VI Festo CheckOpti 9909NH

System prerequisites

The Checkbox Optimizer is a 32-bit application. The systemprerequisites are:

– IBM or IBM-compatible PC

– 486 processor or higher(recommended: Pentium as from 120 MHz)

– operating system Microsoft® Windows 9x or Windows NTas from version 4.0

– a mouse or a suitable graphical input device

– min. 8 Mbyte work memory

– min. 2 Mbyte hard disk memory

– a serial interface (RS 232)

Scope of delivery of the software package

The Checkbox Optimizer software package consists of:

– the CheckOpti program on diskette or CD ROM

– the relevant manual

In addition, you will require diagnostic cable type KDI-SB202-BU9 (Festo part no. 150268) for connecting the Checkbox tothe PC. This is included in the CheckKon software package.


Festo CheckOpti 9909NH VII

Important user instructions

Danger categories

This manual contains notes on possible dangers which mayoccur if the product is not used correctly. These notes aremarked (warning, caution, etc.), printed on a shaded back-ground and also accompanied by a pictogram. A distinction ismade between the following types of danger instructions:

WarningThis means that serious injury to persons or damage toproperty can occur if these instructions are not observed.

CautionThis means that injury to persons or damage to property canoccur if these instructions are not observed.

Please noteThis means that damage to property can occur if theseinstructions are not observed.

In addition, the following pictogram indicates passages in thetext which describe activities with electrostatically vulnerablecomponents:

Electrostatically vulnerable components: incorrect handlingcan cause damage to components.


VIII Festo CheckOpti 9909NH

Marking special information

The following pictograms mark passages in the text containingspecial information.

Pictograms

Information:Recommendations, tips and references to other sources ofinformation.

Accessories:Details about necessary or useful accessories for the Festoproduct.

Environment:Information on the environmental-friendly use of Festoproducts.

A lot of functions can be performed directly with the boxes inthe icon bar. The appropriate box is shown next to the text(e.g. "Start CheckKon").

Text markings

� The bullet marks activities which may be carried out in anydesired order.

1. Numbers indicate activities which must be carried out inthe sequence stated.

– Hyphens indicate general items.


Festo CheckOpti 9909NH IX

Conventions

In this manual various software elements are distinguished bythe printing type:

Menu commands are framed in square brackets, e.g. Thecommand [New ...] opens a new project in menu [File].

Names of windows, dialogue windows and boxes, e.g. "Partswindow," "Project features," "Discontinue" as well asdesignations are shown in inverted commas.

Names of keys on the PC keyboard are shown in upper-caseletters in the text (e.g. ENTER, CTRL, C, F1, etc.). For somefunctions, two keys must be pressed simultaneously, e.g.Hold the CTRL key pressed down and press the C key at thesame time. This is shown in the text as CTRL+C.


X Festo CheckOpti 9909NH

Documentation on the Checkbox family

Further information on using the Checkbox can be found in thefollowing manuals:

Manual Contents

Identbox manual,type IDENTBOXCountbox manual,type COUNTBOXSortbox manual,type SORTBOX

Description of the functioning, commissioning, operation andmaintenance of the relevant Checkbox variant.

Checkbox configurator, softwarepackage manual,type CHECKKON

Operation of the Checkbox configurator software package.

CheckBox optimizer, softwarepackage manual,type P.SW-CB-OPTI-..

Operation of the Checkbox optimizer software package.


Festo CheckOpti 9909NH XI

Product-specific terms and abbreviations

Term/abbreviation Meaning

Bad part A test part, of which at least one feature lies outside the tolerance.

C value The C value specifies the extent of the scatter of all the features ofthe teach parts.

Checkbox Any device in the Checkbox family (e.g. Identbox, Countbox, etc.).

Configuration tools Tools with which additional, user-defined features can be created.

Feature Characteristic features are ascertained from the contour data of theteach and test parts. These are e.g. length, height, etc., as well asone feature for each configuration tool.

Good part A test part, the features of which all lie within the tolerance.

Orientation The parts to be checked by the Checkbox can lie facing in differentdirections on the conveyor belt. During the teach procedure, youcan define the orientations by showing the different directions.Orientation 1 is usually the preferred orientation.

Parameters (only forCheckBox)

Parameters (settings) of the checkbox. These parameters are madewith CheckKon.

Project In a CheckOpti project you can process only one type of part.

Scatter of characteristics Value range of a feature, ascertained from several parts.

Teach data All features ascertained during the teaching procedure, in each casewith min./max. limits and average value.

Teach parts Parts shown during the teach procedure.

Teach procedure During the teach procedure, teach parts are shown to the Checkboxon the conveyor belt. The registered contour data are accepted asteach parts in the CheckOpti. The teach data are updatedimmediately. This is also referred to as "Learning parts."

Test data The test data are the data used for testing. These correspond to theteach data plus tolerances.

Test parts Parts shown during the test procedure.

Test procedure During the test procedure, test parts are shown to the Checkbox onthe conveyor belt and graded according to their orientation featuresand adherence to the tolerances. This is also referred to as "Testingparts."

Tolerance Factor in percent related to the average values and which affects themin./max. limits of all the features.

Tolerance factor Factor with which the effect of the tolerance on the min./max. limitsof a single feature can be modified.


XII Festo CheckOpti 9909NH

System overview

Festo CheckOpti 9909NH 1-1

Chapter 1

System overview

1-2 Festo CheckOpti 9909NH

Contents

1 System overview ........................................................................................1-1

1.1 The Checkbox family ...................................................................................1-3

1.2 Method of operation ...................................................................................1-41.3 Software packages for the Checkbox ..........................................................1-5

1.4 Scope of functions of the connected Checkbox...........................................1-6

System overview


1.1 The Checkbox family

The devices in the Checkbox family can be used for the visual(without contact) position and quality check of conveyedparts.

Different variants of the CheckBox are available for specificneeds.

Device Description

Identbox Basic device with separate rejectpoints for incorrectly orientatedparts and bad parts

Countbox Functions as for IdentboxPlus: counting of good parts withpreselectable set value

Sortbox Functions as for CountboxPlus: simultaneous sorting andcommissioning of severalconveyed parts

System overview


1.2 Method of operation

The parts to be tested are placed on a conveyor belt andpassed in front of a camera. The controller analyses thecontour of the test sample and decides whether it is a correctpart, an incorrectly orientated part or a faulty (bad) part.

Incorrectly orientated parts or faulty (bad) parts are blowndown.

1 Delivery position

for good parts

2 Conveyor belt

3 Blow down position

for faulty (bad) parts

4 Blow down position

for incorrectlyorientated parts

5 Camera housing

6 Controller

1 2 3 4 5 6

Fig. 1/1: Method of operation of the Checkbox

The set contour of the parts is ascertained by a simple teachprocedure. A row of teach parts is shown to the Checkbox(teach process). Specific features are ascertained from thecontour of the teach parts. On the basis of these specificfeatures, the test parts are judged with regard to theirorientation and quality.

System overview


1.3 Software packages for the Checkbox

Various software packages are available for user-friendlycommissioning, optimization and monitoring of the productsin the Checkbox family.

Software package Functions

Checkbox configurator(CheckKon)

� Display and grading of the lastregistered test part

� Display and protocolling of the partcontours as well as of the featuresderived from the contour

� Display of the light intensity seen by thecamera

� Display and printout of the systemconfiguration

� Display and modification of the systemparameters

� Loading a new operating system into theCheckbox

Checkbox optimizer(CheckOpti)

� User-friendly learning of the teach parts� Monitored testing of parts, display of the

registered features� Grading of parts test with regard to

reliability (evaluation)� Graphical representation of test

sequence� Optimizing the parts test by manual

adaption of the min./max. values of theteach data or by configuration tools

� Support in planning, management anddocumentation

Checkbox statistic(CheckStat)

� Display, evaluation and printout of staticdata of the tested parts

The software packages have been developed specially for theproducts in the Checkbox family and can be used with all thedevices in the Checkbox family.

System overview


1.4 Scope of functions of the connected Checkbox

The functions provided by the CheckOpti depend on the scopeof functions of the connected Checkbox.

The functions described refer to Checkboxes with operatingsystem "Config" version 1.2 to 2.1. With other operatingsystems some of the functions, e.g. configuration tools orprocessing the features, are not always available.

Please noteIn order to match the functions of the Checkbox andCheckOpti with each other:

� Always carry out the comparison between the Checkboxand CheckOpti in the dialogue window "Determining thetarget system."

The comparison is absolutely necessary if CheckOpti is tofunction correctly.

Installation and general user instructions


Chapter 2



Contents

2 Installation and general user instructions.................................................2-1

2.1 Installing CheckOpti....................................................................................2-3

2.1.1 CheckOpti installation program ..................................................................2-32.1.2 Deinstalling CheckOpti................................................................................2-4

2.2 General instructions for operating CheckOpti .............................................2-5

2.2.1 Creating the online connection ...................................................................2-52.2.2 Starting CheckOpti......................................................................................2-6

2.2.3 Configuring CheckOpti ................................................................................2-7

2.2.4 Determining the target system....................................................................2-82.3 Working with projects ...............................................................................2-10

2.4 Printing .....................................................................................................2-11

2.5 Importing and exporting data ...................................................................2-12



2.1 Installing CheckOpti

In order to operate CheckOpti, you must install the softwareon the PC. Installation is carried out by means of a setupprogram.

If a version of CheckOpti is already installed, you should firstdeinstall this version.

2.1.1 CheckOpti installation program

Start installation with the program "Setup.EXE" on theinstallation CD ROM.

To do this, switch to the CD ROM drive, e.g. in the Explorer.Start the file with a double click.

First select the language in which CheckOpti is to be installed.Confirm the selection with "OK."

Fig. 2/1: Installation program – language selection



Follow the instructions of the installation program. With"Continue" you move to the next step; with "Backwards" youmove back to the previous step.

The installation program will lead you through the followingsteps:

1. Greetings from the installation program.

2. Display current information on CheckOpti.

3. Select the installation directory.

4. Start the installation.

5. Display the successful installation.

6. New start of PC after an enquiry.

When installation is completed, you will find the entry forstarting CheckOpti in the start menu under [Programs] [FestoSoftware] [Checkbox] [CheckOpti].

2.1.2 Deinstalling CheckOpti

CheckOpti can be deinstalled with the aid of the function"Software" in the system control of Windows.

Proceed here as described in your Windows manual.



2.2 General instructions for operating CheckOpti

2.2.1 Creating the online connection

In order that CheckOpti and the Checkbox can communicatewith each other, they must be connected with the diagnosticcable type KDI-SB202-BU9. This is supplied with theCheckKon.

Connect the diagnostic cable to the following ports:

� the diagnostic interface (X1) of the Checkbox

� a serial interface COM1 or COM2 of the PC.

1

1 Diagnostic interface (X1)

Fig. 2/2: Connecting the Checkbox to the PC



2.2.2 Starting CheckOpti

Start CheckOpti by selecting the entry start menu under[Programs] [Festo Software] [Checkbox] [CheckOpti] in thestart menu.

CheckOpti starts with the dialogue window "Welcome toCheckOpti."

Fig. 2/3: Starting CheckOpti

Select one of the following options.

Option Meaning See

Project Wizard CheckOpti starts with theproject wizard

Chapter 5

Manual Creation CheckOpti starts with a new(empty) project

Chapter 4

Open existingproject file

CheckOpti starts with thedialogue window "Open," inwhich you can open a savedproject file

Chapter 4

With "Continue," you can start CheckOpti with the selectedoption. With "Exit" you can conclude CheckOpti.



2.2.3 Configuring CheckOpti

Before communication can take place between CheckOpti andthe connected Checkbox, the data transmission must beconfigured.

Set the interface and the baud rate used in CheckOpti:

1. Select the command [Options] in the menu [Extra] (Selectthe option "Manual Creation" in the dialogue window"Welcome ..." when CheckOpti has started).

2. Select the interface (COMx) as well as the baud rate usedunder "Serial Connection."(Recommendation: accept setting "auto", by thisCheckOpti uses automatically the appropriate baud rate)

3. Accept your entries with "OK" or start to determine thetarget system with "Start."

Further settings see section 3.2.1, "Settings in CheckOpti –Specify the Target System".



2.2.4 Determining the target system

CheckOpti must be adapted to suit the functions of theCheckbox used.

To do this you must determine the type (Identbox, Countbox,...) as well as the software version of the Checkbox. You mustperform this adaption process in the dialogue window"Specify the target system."

Carry out the adaption for every new or modified Checkbox.The data ascertained will be saved in the current project.

Open the dialogue window "Specify the target system" usingone of the following methods:

� The dialogue window will be opened automatically if youselect the option "Manual Creation" in the dialoguewindow "Welcome ..." after starting CheckOpti.

� Select the command [Identify Checkbox] in the menu[Action].

� Select the command [Options] in the menu [Extra]. Actuatethe button "Start" under "Specify the Target System" inthe dialogue window "Options."

When adapting the Checkbox to the target system in thedialogue window "Specify the Target System," use thebutton "Insert settings into project description." In this way,the settings ascertained will be accepted into the projectdocumentation.



Fig. 2/4: Specify the target system

Determine the target system as follows:

� Recommendation:With "Start," you can load the information of theCheckbox connected to the PC (automatic adaption). Thisis only possible if the type of Checkbox is known inCheckOpti (current operating system version).

� By selecting or entering the correct settings under"Manual," you can enter the relevant informationyourself.This is necessary, e.g. when an unknown Checkbox isconnected.

Accept your entries with "Continue."



2.3 Working with projects

In order to document, reuse and archive the work carried outwith CheckOpti, you must save this work in projects.

Each project contains information on one parts type:

– learnt teach parts (with contour data)

– teach data

– test parts (with contour data)

– configured tools

– project documentation

– information on the target system (parameters of theCheckbox).

Create a separate project for each parts type.

All the information on a project is saved in a project file. Thishas the file extension ".cbp." The name and the directory pathwill be requested when the project is saved for the first time.

Manage your project files with the Windows Explorer. You cancopy, shift, delete or open these files in CheckOpti as youdesire.

Document your processed projects in the dialogue window"Project documentation" (see section 3.2.4). Enter allrelevant information in order to simplify the later assignmentof the individual projects.



2.4 Printing

CheckOpti supports you in documenting your work with auser-friendly printing function.

Before printing, check the settings of the printer (command[Print setup] in the menu [File] ).

With the command [Print Project], you can print out asummary of the current project. This will contain:

– the project documentation

– the contents of the window "Part contour" (the first partof every orientation)

– the current teach data

– all the feature sequences

Use the command [Print] to print the contents of the currentwindow.

Depending on the active window, the following informationwill be printed:

Window Printed information

Project documentation The project data

Parts contour The part currently represented

Teach data The teach data of all orientations

Features graph The features graph currently represented

If necessary, check first the contents of the printout in thewindow "Print preview" (command [Print Preview] in themenu [File] ).

Please noteUse only paper sizes "A4" or "Letter" in portrait format.Otherwise a correct print-out is not ensured.



2.5 Importing and exporting data

In order to exchange projects or to use them again in otherprograms (e.g. in CheckKon), you can import or export variouscomponents of the current project.

1. Select the command [Import] or [Export] in the menu[File].

2. Select the desired components in the dialogue window"Select type."

Components Contents Format Normal use

Project Contents of projectdocumentation

Only text (*.txt) Exporting in text processing

Teach parts Contour data of teach parts Only text (*.txt) Importing contour data filesfrom CheckKon

Test parts Contour data of test parts Only text (*.txt) Importing contour data filesfrom CheckKon

Teach data Teach data with tools (tooldefinitions)

Binary file (*.typ) Data exchange withCheckKon

3. Select the desired file in the dialogue window "Open" orenter a file name in the dialogue window "Save fileunder."

User interface of CheckOpti


Chapter 3



Contents

3 User interface of CheckOpti .......................................................................3-1

3.1 Program window .........................................................................................3-3

3.2 Windows and dialogue windows.................................................................3-43.2.1 Settings in CheckOpti..................................................................................3-4

3.2.2 Displaying and managing teach and test parts as well as features .............3-6

3.2.3 Displaying and processing the features ....................................................3-143.2.4 Project documentation..............................................................................3-18

3.2.5 Managing the tools ...................................................................................3-21

3.2.6 Communication with the Checkbox...........................................................3-223.2.7 Print preview.............................................................................................3-25

3.3 Menu commands ......................................................................................3-26

3.4 Key assignment.........................................................................................3-323.5 Tool bar.....................................................................................................3-33

3.6 Colour conventions ...................................................................................3-34



3.1 Program window

The appearance and operation of the CheckOpti programwindow correspond to the usual conventions for userprograms under Windows.

The main features can be seen in the following diagram.

1 Title bar of the

CheckOpti windowwith name ofcurrent project

2 Menu bar

3 Tool bar of

CheckOpti window

4 Window in

work range

5 Status line

6 Minimized window

1 2 3 4

6 5

Fig. 3/1: CheckOpti program window

The tool bars enable fast access to important or frequentlyused functions (e.g. starting CheckKon).



3.2 Windows and dialogue windows

The following sections contain an overview of the mostimportant windows and dialogue windows in CheckOpti.A description of the steps, which can be carried out withCheckOpti, can be found in the chapter "Working withCheckOpti."

3.2.1 Settings in CheckOpti

"Options" Global settings for CheckOpti can be made in the dialoguewindow "Options" ( [Extra] [Options] ). From here you alsoopen the dialogue window "Specify the Target System."

Before you can start CheckKon via the tool bar of CheckOpti,the program path for CheckKon must be entered correctly.

1 Serial interface for

connection withCheckbox

2 Baud rate

3 During learning/testing:

signal tones for partsreceived or nextorientation

4 Path specification for

CheckKon (start via toolbar)

5 Search for file

CheckKon.exe

6 Opens dialogue window

"Specify the TargetSystem"

1 2 3 4

6 5

Fig. 3/2: Dialogue window "Options"



"Specify the TargetSystem"

In the dialogue window "Specify the Target System"( [Action] [Identify Checkbox] ) you can adapt CheckOpti tothe functions of the Checkbox used (e.g. the use ofconfiguration tools or the processing of features are onlypossible with the operating system "Config" as from version1.2).

Here you can register the type (Identbox, Countbox, ...) as wellas the software version of the Checkbox. The specification ofthe target system is saved in the current project.

1 Starts automatic

adaption to theconnected Checkbox

2 Type of Checkbox

3 Software version

("operating system" ofCheckbox)

4 Detailed specifications

on Checkbox

5 Accepts settings into

project documentation

6 Accepts settings and

returns to CheckOptiuser interface

1 2 3

6 5 4

Fig. 3/3: Dialogue window "Specify the Target System"

Please noteIt is absolutely necessary to determine the target system, inorder that the scope of functions of Checkbox and CheckOptican be adapted to suit each other. If an incorrect targetsystem has been set, malfunctioning may occur during thecheck.



3.2.2 Displaying and managing teach and test parts as well as features

"Part List" In the window "Part List" ( [Window] [Part List] ) you canmanage the current teach and test parts with the assignedorientation.

1 List of teach parts

2 List of test parts

3 Copy/move selected

teach or test parts intothe other list

4 Delete selected test

parts

5 Delete selected teach

parts

6 Modify orientation of

selected teach parts

7 Set selected teach

parts as "bad"(Def. = defective, partsare ignored)

1 2

7 6 5 4 3

Fig. 3/4: "Part List" window



In order to rectify errors in the teach procedure, you canassign a different orientation to the teach parts or define themas invalid with the buttons under "Set Ori." If necessary, youcan delete incorrect or incorrectly learnt teach parts.

With the buttons under "Copy" and "Move" you can accepte.g. suitable test parts as teach parts and take their propertiesinto account when ascertaining the features.

The individual parts are each marked according to the colourconvention.

Symbol Meaning

Dark green "T"Good teach part

Red "T"Deactivated (invalid) teach part

Green dotGood test part

Red dotBad test part

The part selected under "Teach Parts" or "Test Parts" isdisplayed in the window "Part Contour." The windows"Feature Graph" and "Teach Data" show the relevant teach ortest part data.



"Part Contour" The window "Part Contour" shows the contour photographedas well as the features of the current teach or test part.

Here you can visually check the parts for any teach errors (e.g.incorrect orientation, unfavourable direction).

1 Navigation between

the parts shown

2 Switch from teach

to test parts andvice versa

3 Zoom window

(zoom tool on/off)

4 Manage tools

5 New ROI, Vstrip

or Ctool

6 Follow selected tool

in window "PartContour - Zoom"

7 Features of current

part

8 Contour of part

9 Status line

aJ Colour marking:

Test part good (green)or bad (red)

1 2 3 4 5 6

aJ 9 8 7

Fig. 3/5: "Part Contour" window



The features ascertained and the orientation uncertainty areshown in the right-hand part of the window. The scatter is alsoshown for teach parts and the deviation is shown for testparts.

The individual features are each marked according to thecolour convention.

Symbol Meaning

Green dotFeature in tolerance range

Red arrow pointing upwards Outside of tolerance in positivedirection

Red arrow pointing downwards

Outside of tolerance in negativedirection

Yellow dotFeature on tolerance limit

When a tool is selected, it can be displayed with the button"Create tool tracking window" in the window "Part Contour –Zoom."

The windows "Feature Graph" and "Teach Data" each showthe current part. The window "Feature Graph" is set at theselected feature in the windows "Part Contour" (with a mouseclick).

The status line shows the orientation, the number of the part,the co-ordinates of the mouse pointer and a description of thepart (Info).



"Part Contour – Zoom" The window "Part Contour – Zoom" ( [Window] [Part Contour –Zoom] ) offers a view of the parts contour irrespective of theillustration in the window "Part contour."

1 Navigation between

the parts shown

2 Switch from teach

to test parts andvice versa

3 Set zoom window /

zoom

4 Frame of tool

5 Status line

1 2 3

5 4

Fig. 3/6: "Part Contour – Zoom" window

In this way you can always display e.g. the complete contouror a certain tool in magnified form.



The button "Set the Zoom Window/Zoom" in the tool baropens the window "Select Type," in which you can select oneof the following viewing options.

View (type) Display

No zoom Displays complete parts contour

Track Config Tool No.: ... Displays the appropriate tool

The size of the display is adapted to the size of the windowset.

When the tool has been selected, you can activate theappropriate display directly in the tool bar by means of thebutton "Create Tool Tracking Window" in the window "PartContour."



"Teach Data" The window "Teach Data" ( [Window] [Teach Data] ) shows thevalue ranges of the features for the various orientationsascertained from the teach parts.

1 Next or previous

orientation

2 Increase tolerance

3 Reduce tolerance

4 Switch from teach to

test parts or vice versa

5 Orientation or C value

6 Features with value

range and tolerancefactor

7 Preselected counter

status

8 Current orientation and

tolerance

1 2 3 4 5

8 7 6

Fig. 3/7: "Teach Data" window

A graph showing the various parts is displayed in the upperpart of the window. The C value is shown for teach parts; theorientation for test parts. Orientation "0" stands for badparts.

Test immediately the influence of the tolerance on theevaluation of the parts, by entering various tolerances withthe buttons "Increase tolerance" and "Reduce tolerance."The modifications to the value range which thus result can beobserved in the view of the test parts.



Under "Part Count" you can enter a preselect value for thecounter. This value is only effective when a Sortbox orCountbox is connected.

In the lower part of the window you will see a list of the valueranges of the features for the current orientation, in each casewith the minimum, average and maximum values as well asthe tolerance factor.

The relevant feature selected (with a mouse click) is shown inthe window "Feature graph."

By means of a double click on the name of a feature in theteach part view (teach data), you can open the window "Teach– Feature Settings," in which you can modify the values of thefeatures, providing the operating system of the checkBoxsupports this function.

Modified features are marked by an appropriate icon.

Symbol Meaning

"T" on green backgroundFeatures of the teach parts

"A" on a grey backgroundFeatures of the test parts

"D" on a yellow backgroundFeature disabled in allorientations

"F" on a yellow backgroundFeature manually modified inthis orientation with saving andand locked (fix)

"M" on a yellow backgroundFeature manually modified inthis orientation without savingbut not locked

The term "locked" refers to saving the modification in theCheckBox during a new teach procedure (see window "Teach– Feature settings", section 3.2.3).



3.2.3 Displaying and processing the features

"Teach – Feature Settings" In the dialogue window "Teach – Feature Settings" you canprocess individual features, providing the operating systemof the Checkbox supports this function.

You can open the window "Teach – Feature Settings" bymeans of a double mouse click on the name of the desiredfeature in the window "Teach Data." The teach parts viewmust be activated for this.

1 Current orientation

2 Current feature

3 Setting the options

for the current feature(see table)

4 Feature range of the

orientation displayed

5 Feature ranges for

further orientations(is only shown whenoption for manualentry of features isselected)

6 Multiplication factor

for the tolerancesof the current feature

1 2 3

6 5 4

Fig. 3/8: Dialogue window "Teach – Feature Settings"

You can enter a multiplication factor under "Tol. Factor" (seeAppendix A.2).



By selecting one of the following options, you can determinehow the feature is to be considered during the parts test.

Option Meaning

Enable Feature in ALLOrientations (standardsetting)

The current feature is taken into consideration during the teach andtest procedures with the tolerance ranges ascertained from theteach parts.

Disable Feature in ALLOrientations *)

The current feature is not taken into consideration during the teachand test procedures.

Change and Lock Feature forTHIS Orientation *)

The feature values entered manually under "Feature Ranges" applyto the orientation displayed for the current feature.The values entered manually are protected in the Checkbox againstbeing overwritten by a new teach procedure.

Change without Lock Featurefor THIS Orientation

The feature values entered manually under "Feature Ranges" applyto the orientation displayed for the current feature.The values entered manually are not protected in the Checkbox andwill be overwritten by a new teach procedure.

*) The modifications (as also the tools) are saved when the teach data are transferred to theCheckbox, even after a new teach procedure. They can only be deleted if the teach data aretransferred again (without tools and modifications).

If you have selected one of the last two options, you can enterthe desired individual values for the current feature under"Feature Ranges."

In order that you can compare the feature range with those ofthe other orientations, the values for all the other orientationsare also displayed under "Feature Ranges."

The option set for each feature is marked in the window"Teach data" by an appropriate icon in front of the feature.



"Feature Graph" The window "Feature Graph" ( [Window] [Feature Graph] )shows the sequence of a feature for the various parts.

1 Show previous feature

2 Show next feature

3 Show next or previous

part

4 Switch from teach to

test parts and vice versa

5 Current feature

6 Value ranges of the

feature in individualorientations

7 Status line

8 Values of features of

individual parts

9 Current part

(large dot)

1 2 3 4 5

9 8 7 6

Fig. 3/9: "Feature Graph" window

In this way you can examine the individual features for theirsuitability for the recognition process.

The features suited for the test of the orientation distinctionare distinguished by narrow ranges and large gaps betweenthe orientations.

All features with relatively narrow ranges (gap betweenorientations not necessary) are suitable for the quality check.



The feature values of the individual parts are marked in thegraph with a dot. The relevant current part is marked with alarge dot.

In the test parts view, bad parts are shown crossed through(red lines/crosses).

With a double click on a feature dot, the relevant part willbecome the current part. The appearance of the otherwindows will be set accordingly.

The status line shows the orientation and the number as wellas a description of the part (Info).



3.2.4 Project documentation

"Project Documentation" In the window "Project Documentation" ( [Window] [ProjectDocumentation] ), you can describe the current project inthree register cards.

1 Register card for

project data

2 Register card for

customer data

3 Register card for

technical data of theCheckbox

4 Enters the

current date

5 Select a file to

which the projectis to be assigned

1 2 3 4 5

Fig. 3/10: "Project Documentation" window

In the register card "Project," you can enter generalinformation on the project. Under "Addititonal file" you canenter the name and path of any file. You can, therefore, referto e.g. a text file with detailed information (only refer to, noconnection).



The register card "Customer" offers you space for enteringspecific firm data for two customers or firms.

In the register card "Checkbox," you can enter the specifictechnical data of the Checkbox. You can carry out thecomparison between the order code and the individualproperties automatically as follows:

� With the button "Type -› Data," you can create the specificproperties out of the order code entered.

� With the button "Data -› Type," you can create the typedesignation (order code) out of the properties entered.



"Part Properties" You can assign a remark or a description to the individualteach and test parts. For the part selected in the window "PartList," you can open the dialogue window for entering theremark with the command [Edit] [Edit Properties].

1 Modify orientation

(only teach parts)

2 Remark or

description of part

1 2

Fig. 3/11: Dialogue window "Part Properties"

"Edit Text" Alternatively open the dialogue window "Edit Text" to enterthe remark for the part displayed in the window "PartContour" with the command [Edit] [Part Comment].

1 Remark or

description of part

1

Fig. 3/12: Dialogue window "Edit Text"

This remarks can be found as information in the status line ofthe various windows, as well as in the appropriate printouts.



3.2.5 Managing the tools

"Config Tools" For clear management of the inserted tools, open thewindow "Config Tools" by means of the button "Edit theConfig Tools" in the tool bar of the window "Part Contour."

1 List of tools already

inserted, in order of tooltype

2 Inserts a new tool

3 Opens configuration

window of selected tool

4 Deletes selected tool

5 Closes the window and

updates the settings

1 2 3 4 5

Fig. 3/13: Dialogue window "Config Tools"

A description of the various dialogue windows "Edit ... (tool)"for configuring the tools can be found in the Appendix.



3.2.6 Communication with the Checkbox

"Checkbox Panel" With the window "Checkbox Panel" ( [Action] [Teach/Test viaSerial Connection] ) you can control the Checkbox whenteaching as well as when testing via the serial connection.

The window representation is based on the operating anddisplay elements of the Checkbox.


(when teaching viaserial connection)orcurrent tolerance (whentesting via serialconnection)

2 Increases orientation or

tolerance

3 Reduces orientation or

tolerance

4 Stops the teach or test

procedure

5 Create connection to

Checkbox

6 Without function

7 "Fast Part-Acquisition"

1 2 3

7 6 5 4

Fig. 3/14: "Checkbox Panel" window



Please noteWith the window "Checkbox Panel," you can carry out theteach or test procedure only in CheckOpti.

� The checkbox reacts differently as regards time whenthe contour data are transferred.

� The procedure carried out is not directly effective inthe Checkbox.

In order that pictures can be received more quickly from theserial interface, the setting "Fast Part-Acquisition" switchesoff all windows and the relevant calculations, with the soleexception of the control panel itself.

The mode "Fast Part-Acquisition" is sensible when a largenumber of parts or parts with a high parts rate are to beregistered.

After "Stop" or when "Fast Part-Acquisition" is deactivated,the windows will be visible again.

Additional information will be shown on the control panel inthe "Fast Part-Acquisition" mode.



"Transfer Data from/toCheckbox"

In the dialogue window "Transfer Data from/to Checkbox"you can control the exchange of teach data betweenCheckOpti and the Checkbox.

You can only transfer teach data into a Checkbox whichcorresponds to the target system set in CheckOpti. In theevent of deviations, a warning message will be displayed.

1 Selects the type

memory of theconnected Checkbox

2 Transfers the current

teach data incl. toolsfrom CheckOpti to theselected type memory ofthe Checkbox

3 Transfers the teach data

incl. tools from selectedtype memory of theCheckbox to CheckOpti

1 2 3

Fig. 3/15: Dialogue window "Transfer Data from/to Checkbox"

Please noteMake sure that the set target system corresponds to theCheckbox (see "Determining the target system", section2.2.4).

Further windows for communication with the Checkbox

The dialogue windows described under "Settings inCheckOpti" also lead to communication with the Checkbox.



3.2.7 Print preview

"Print preview" In order to check the appearance of printouts, you can look atthese in a window before they are printed ( [File] [PrintPreview] ).

1 Start printing

2 Turn to next page

3 Turn to previous page

4 Display two pages

5 Zoom in (enlarge

display)

6 Zoom out (reduce

display)

7 Close page view

8 Page representation

9 Status line

1 2 3 4 5 6 7

9 8

Fig. 3/16: Dialogue window "Print preview"

Information on printing can be found in the chapter"Installation and general operating instructions."



3.3 Menu commands

Menu [File]

Command Function

[New] Creates a new project.The current project will be closed after arequest to save.

[Open] Opens a saved project.

[Save] Saves the current project.When the project is first saved, thedialogue window "Save as" appears forentering the project name.

[Save as] Saves the current project.Enter a new name in the dialogue window"Save as."

[Import] Opens the dialogue window "Select type"in which you can select the desired datatype. Then select the desired file in thedialogue window "Open."Projects, teach parts, test parts or teachdata must be exported from anotherproject for this purpose or created with adifferent program (e.g. Contour data withCheckKon).

[Export] Opens the dialogue window "Select type"in which you can select the desired datatype. Then enter a file name in the dialoguewindow "Save as."Project documentations, teach parts, testparts or teach data can be exported,providing these data exist in the project.



Menu [File] (continued)

Command Function

[Transfer Data] Opens the dialogue window "Transfer datafrom/to Checkbox."

[Print setup] Opens the standard dialogue window"Print setup."

[Print preview] Opens a window in which, depending onthe previously current window, a printpreview is displayed.

[Print] Prints information on the current window.Check the settings in the dialogue window"Print" and start printing with "OK."

[Print project] Print all information on the current project.Check the settings in the dialogue window"Print" and start printing with "OK."

[1 ...][2 ...][3 ...][4 ...]

The last 4 opened projects are displayed asa menu command and can be openeddirectly.

[Exit] Concludes CheckOpti.



Menu [Edit]

Command Function

[Cut] Deletes the element marked in the currentwindow and saves it in the intermediatebuffer.

[Copy] Copies the element marked in the currentwindow.

[Paste] Adds the content of the intermediate bufferin the current window to the selectedposition.

[Delete] Deletes the element marked in the currentwindow.

[Edit properties] Opens a dialogue window for entering theproperties of the selected element.

[Insert Config Tool][ROI]

Inserts a tool of type ROI (Region ofInterest) in the window "Parts contour."

[Insert Config Tool][VStrip]

Inserts a tool of type VStrip (Vertical Strip)in the window "Parts contour."

[Insert Config Tool][CTool]

Inserts a tool of type CTool (Contour Tool)in the window "Parts contour."

[Part comment] When the window "Part contour" is active,this command opens a dialogue window, inwhich a comment on the current part canbe entered.



Menu [Action]

Command Function

[Teach via serialConnection]

Starts the teach procedure in CheckOpti forthe connected Checkbox (see section 4.2).Only the contour data are transferred herefrom the Checkbox. The teach procedure iscarried out by CheckOpti and is thereforenot effective in the Checkbox.

[Test via serialConnection]

Starts the test procedure in CheckOpti forthe connected Checkbox (see section 4.3).Only the contour data are transferred herefrom the Checkbox. The test procedure iscarried out by CheckOpti and is thereforenot effective in the Checkbox.

[Start Project Wizard] Starts the project wizard (see section 4.8).

[Start Self-Optimizing] Opens the wizard for automaticoptimization (see section 4.5.3).

[Start CheckKon] Starts the Checkbox configurator(providing this is installed on the PC).

[Identify Checkbox] Opens the dialogue window "Specify theTarget System" for comparison with theconnected Checkbox.



Menu [Navigate]

Command Function

[Switch between Teachand Test data]

Switches between displays of teach andtest data.

[Previous Part] Switches to previous part.

[Next Part] Switches to next part.

[Goto Part No.] In the window "Parts contour," thiscommand opens a dialogue window inwhich you can enter the number of a partwhich is to be shown.

[10 Parts back] Switches 10 parts back.

[10 Parts forward] Switches 10 parts forward.

[Previous Orientation] Switches to previous orientation.

[Next Orientation] Switches to next orientation.

[Previous Feature] Switches to previous feature.

[Next Feature] Switches to next feature.



Menu [Extra]

Command Function

[Options] Opens the dialogue window "Options," inwhich global settings are made forCheckOpti.

[Filter] [Viewing area] Calculates the displayed part contour, as ifthe parameter of the viewing area limit hadbeen modified with CheckKon (can only bemade smaller).

Menu [Window]

Command Function

[Part List] Shows the window "Parts list."

[Part Contour] Shows the window "Parts contour."

[Part Contour – Zoom] Shows the window "Parts contour –zoom."

[Teach Data] Shows the window "Teach data."

[Feature Graph] Shows the window "Feature graph."

[ProjectDocumentation]

Shows the window "Projectdocumentation."

[Cascade Windows] Arranges the windows in CheckOpti incascade.

[Tile windows] Arranges the windows in CheckOpti.

[1 ...][2 ...]...

All opened windows in CheckOpti areshown here and can thus be activated.



Menu [Help]

Command Function

[Help Topics] Opens the online help for CheckOpti.

[About CheckOpti] Shows information on the current programversion of CheckOpti.

3.4 Key assignment

You can use the following keys for simple navigation in thevarious windows of CheckOpti, depending on the activewindow.

Key Function

Arrow left Previous part

Arrow right Next part

Pos 1 10 parts back

End 10 parts forward

Picture up Previous orientation

Picture down Next orientation

Arrow up Previous feature

Arrow down Next feature

Del (Delete) Delete selected Teach part orTest part

The available key combinations for fast access to the menucommands are shown after the relevant menu command.



3.5 Tool bar

The tool bar of the CheckOpti program window is assigned asfollows:

1 2 3 4 5 6 7 8 9 aJ aA aB aC aD

1 New project

2 Open project

3 Save project

4 Print

5 Teach via serial connection

6 Test via serial connection

7 Parts list

8 Parts contour

9 Teach data

aJ Parts contour – zoom

aA Feature graph

aB Project documentation

aC Start CheckKon

aD Context sensitive Help

Fig. 3/17: Tool bar of CheckOpti program window



3.6 Colour conventions

In CheckOpti, the type of parts, their properties and theorientation are shown throughout in appropriate colours.

Colour code for the type of parts

Type of parts Colour

Teach parts Dark green

Test parts Grey (sometimes also grey/green)

Colour code for the properties or features

Property / Feature Colour

Good part / feature within thetolerance

Bright green

Bad part / feature outside oftolerance

Red

Feature directly on tolerancelimit

Yellow

Colour code for orientation

Orientation Colour

1 Bright green

2 Magenta

3 Bright blue

4 Dark blue

5 Yellow

6 Blue

7 Orange

8 Pink

Working with CheckOpti


Chapter 4



Contents

4 Working with CheckOpti.............................................................................4-1

4.1 Method of working with CheckOpti .............................................................4-3

4.2 Teaching parts with CheckOpti ...................................................................4-54.2.1 Preparing the Checkbox ..............................................................................4-5

4.2.2 Teach procedure .........................................................................................4-6

4.3 Testing parts with CheckOpti ......................................................................4-94.3.1 Basic information on parts testing ..............................................................4-9

4.3.2 Test procedure..........................................................................................4-10

4.4 Evaluating the teach data .........................................................................4-124.4.1 Visual check of the teach and test parts....................................................4-13

4.4.2 Differentiating the orientations.................................................................4-14

4.4.3 Evaluating the scatter ...............................................................................4-164.4.4 Checking the bad parts .............................................................................4-17

4.4.5 Influence of tolerance ...............................................................................4-17

4.5 Optimizing the teach data.........................................................................4-184.5.1 Processing the teach and test parts ..........................................................4-19

4.5.2 Configuration tools ...................................................................................4-20

4.5.3 Automatic optimization.............................................................................4-234.5.4 Processing the features ............................................................................4-26

4.6 Documenting and printing the project ......................................................4-28

4.7 Transferring the teach data to the Checkbox.............................................4-294.8 Working with the Project Wizard ...............................................................4-31

4.8.1 The function of the Project Wizard ............................................................4-31

4.8.2 Starting the Project Wizard .......................................................................4-32



4.1 Method of working with CheckOpti

The following list provides an overview of the steps you willusually take when working with CheckOpti.

1. Start CheckOpti as described in section 2.2.2, "StartingCheckOpti".Select the option "Manual Creation" in the window"Welcome ..."Then carry out the comparison with the connectedCheckbox in the window "Specify the Target System" asdescribed in section 2.2.4, "Determining the targetsystem".

2. Teaching parts via the serial connection.Normal good parts are shown to the Checkbox in a teachprocedure (teach parts). The contours registered areloaded into CheckOpti, where they can be displayed.Checking the teach data ascertained from the partscontour of the teach parts. If necessary, the teach data canbe processed (e.g. delete incorrectly learnt parts).

3. Testing parts via the serial connection.Monitored testing of parts (as in normal operation, nospecial selection). The contours registered are transferredto CheckOpti, where they can be displayed (test parts).



4. Evaluating and recognizing the teach data with regard toreliability (evaluation). For this purpose, the parts aregraded as being good or bad. The features ascertained inthe course of the test are represented as a graph (e.g.C value, deviation).

5. Optional: optimizing the parts test by manually adaptingthe features or by using configuration tools.

6. Optional: documenting and printing out the project.

7. Transferring the teach data to the Checkbox. Saving theproject.

Notes on carrying out the individual steps can be found in thefollowing sections 4.2 to 4.7.Alternatively, you can start the Project Wizard which will leadyou interactively through the most important steps (seesection 4.8, "Working with the Project Wizard").



4.2 Teaching parts with CheckOpti

4.2.1 Preparing the Checkbox

Prepare the Checkbox as follows:

1. Fit the Checkbox ready for operation.

2. Switch on the Checkbox (mains switch at rear).

3. The Checkbox must be connected to the PC as describedunder "Creating the online connection."

4. If necessary, adjust the Checkbox with CheckKon to theparts to be tested (see CheckKon manual).

5. Set the key switch to operating mode SELECT(recommendation).

6. Checkbox in STOP status (STOP button lights up).

7. Start CheckOpti (if not already started).Select the option "Manual Creation" in the dialoguewindow "Welcome ... "Carry out the adaption with the connected Checkbox (see"Specify the Target System," section 2.2.4 ).

Provide suitable teach parts with the following properties:

– The teach parts show all the properties which a partaccepted as "good" should show.

– Use various teach parts with a usual scatter of thefeatures. With the scatter of the teach parts, you candetermine the degreee to which the test parts classified as"good" may later deviate from each other.



4.2.2 Teach procedure

When you have prepared the Checkbox, start the teachprocedure.

Please noteThe teach procedure is not carried out by the Checkbox, butby CheckOpti on the PC. The checkbox transmits only thecontour pictures of the parts.The teach procedure is not, therefore, effective until theteach data have been transferred to the Checkbox (seesection 4.7, "Transferring the teach data to the Checkbox").Note that good parts can therefore be blown down and badparts can reach the good parts position.

1. Select the command [Teach via Serial Connection] in themenu [Action]. The window "Checkbox Panel" repeats thedisplay on the Checkbox. The current orientation isdisplayed under "Tolerance."

2. Press the START key on the Checkbox, in order to start theconveyor belt of the Checkbox.

3. Set the desired orientation with the buttons "+" and "-" inthe window "Checkbox Panel."

4. Place the teach parts on the conveyor belt one after theother according to the set orientation.Wait until the contour image has been completelytransmitted (bleep tone), before placing the next part onthe conveyor belt.



Pay attention to the positioning of the teach parts.

– These should be positioned exactly like the parts to betested later. You need not be too careful at first.

– Carry out the teach procedure as realistically as possible.Use e.g. the conveyor device intended for this purpose (forsupply).

– In cases where especially different variations of theascertained parts contour (view) are permitted or arepossible in an orientation, you should show the "extreme"variations or as many different variations as possiblewhen teaching.

Recommendation:

Show at least 6 parts of the current type per orientation. Ifpossible, use different parts, if necessary, however, the samepart can be shown several times.

Observe the TOLERANCE display in the "Teach Data"window. This shows the C-value. If this value changes onlyslightly, then sufficient scatter has usually been achieved inlearning the teach parts in the current orientation.

Please noteThe transmission of the conture pictures can lead to amodified time reaction of the Checkbox. Parts may then notbe blown down correctly and bad parts may reach the goodparts position without being checked.



5. Repeat steps 3 and 4 for all the orientations.

6. Press the STOP key on the Checkbox.

7. Conclude the teach procedure with "Stop" in the window"Checkbox Panel."

The learnt teach parts are shown in the window "Part List."After the teach procedure, you can perform one of thefollowing steps:

� Start the parts test (see section 4.3, "Testing parts withCheckOpti").

� Check the completed teach procedure in respect oforientation and quality (see section 4.4, "Evaluating theteach data").If necessary, you can optimize the teach data (see section4.5, "Optimizing the teach data").

� Document your work (see section 4.6, "Documenting andprinting the project").Load the ascertained teach data into the Checkbox (seesection 4.7, "Transferring the teach data to theCheckbox").



4.3 Testing parts with CheckOpti

4.3.1 Basic information on parts testing

By means of the parts testing with CheckOpti, you can checkthe success of the teach procedure. The registered contours ofthe test parts are then transferred to CheckOpti.

This offers the following possibilities:

– Displaying the tested parts with their grading (good part,bad part, orientation)

– Displaying the contours of the tested parts

Prerequisites for the parts testing:

� The contour data of the teach parts or the teach data mustbe loaded in CheckOpti. For this you have:– carried out the teach procedure for the relevant parts

as described under "Teaching parts with CheckOpti";– or opened an existing project file;– or loaded the teach data from the Checkbox (menu

[File], command [Transfer Data] );– or loaded contour data of the teach parts or teach data

from a file (menu [File], command [Import] ).

� The Checkbox must be prepared as described under"Teaching parts with CheckOpti:"– the operating mode SELECT must be set

(recommended),– the Checkbox must be in the STOP status.

� Suitable test parts must be available (see "Testprocedure", section 4.3.2).



4.3.2 Test procedure

When you have prepared the Checkbox, you can start the testprocedure.

Please noteThe teach procedure carried out in the previous step does notyet have any effect in the Checkbox, but has been carried outby CheckOpti on the PC.The teach procedure is not, therefore, effective until the teachdata have been transferred to the Checkbox (see section 4.7).Note that good parts can therefore be blown down and badparts can reach the good parts position.

1. Select the command [Test via Serial Connection] in themenu [Action]. The window "Checkbox Panel" repeats thedisplay on the Checkbox. The current tolerance is shownunder "Tolerance."

2. Press the START button on the Checkbox in order to startthe conveyor belt of the Checkbox.

3. If necessary, set the desired tolerance in the window"Checkbox panel" with the buttons "+" and "–".

4. Place the test parts on the conveyor belt one after the other.

Pay attention to the positioning of the test parts.

– Use test parts which correspond approximately in theircomposition to the parts to be tested later in AUTO mode,i.e. good, bad and incorrectly orientated parts.

– The test parts should be positioned exactly like the partsto be tested later in AUTO mode. Avoid special care inpositioning. If possible, use the conveyor device intendedfor this purpose.

– Wait until the contour image has been completely transmitted(bleep tone), before placing the next part on the conveyor belt.



Recommendation:

Check a sufficient number of parts, in order to obtain areproducible result. Show, for example, 6 parts recognized asgood as well as 6 bad parts per orientation.

Please noteThe transmission of the conture pictures can lead to amodified time reaction of the Checkbox. Parts may then notbe blown down correctly and bad parts may reach the goodparts position without being checked.

5. When you have checked a sufficient number of parts,press the STOP button on the Checkbox.

6. Conclude the test procedure with "Stop" in the window"Checkbox Panel."

The test parts are shown in the window "Part list." Check herethe grading of the parts according to good parts, bad parts oraccording to their orientation.

After the test procedure, you can perform one of the followingsteps:

� Check the teach data and the test parts in respect oforientation and quality (see section 4.4, "Evaluating theteach data").If necessary, you can optimize the teach data (see section4.5, "Optimizing the teach data").




4.4 Evaluating the teach data

By means of the teach data, we can obtain a reliable gradingof the parts to be tested according to the following criteria:

– orientation

– quality (e.g. dimensional accuracy of the parts)

Evaluate the teach data therefore in respect of their reliability(evaluating the teach procedure). A description of theindividual methods or criteria for evaluation can be found inthe following sections:

– Visual check of the teach parts (correct and completecontour image)

– Differentiating the orientations

– Evaluating the scatter

– Checking the bad parts

– Influence of tolerance

After evaluating the teach data, carry out one of the followingsteps depending on the result of the evaluation:

� If necessary, repeat the teach procedure or learn furtherteach parts (see section 4.2, "Teaching parts withCheckOpti").

� If necessary, you can optimize or process the teach data,e.g. by inserting configuration tools (see section 4.5,"Optimizing the teach data").




4.4.1 Visual check of the teach and test parts

Teach parts

Check the individual teach parts in the window "PartContour."

Pay attention here especially to teach errors such as:

– incorrect setting of the orientation (this may be the causeof error E20 – Orientations cannot be distinguished);

– inaccurate or incorrect positioning of a part;

– incorrect or unsuitable teach parts;

– cut-off contour images (transmission error)

Correct the teach errors as described under "Optimizing theteach data" (see "Editing the teach and test parts", section4.5.1).

Test parts

Check the test parts in the window "Part Contour" with regardto the following:

– Have the orientations been recognized correctly?

– Is the grading of the parts classified as good correct?

– Is the grading of the parts classified as bad correct?

If these points are not fulfilled, you can ascertain the causeswith the methods or criteria described in the followingsections.



4.4.2 Differentiating the orientations

In order that the orientation of parts can be checked reliably,the features ascertained for the individual orientations mustdiffer from each other to a large extent.

The window "Feature Graph" shows the sequence of thedifferent features ascertained.

� Check to see if there is at least one feature, in which thevarious orientations differ from each other to a very largeextent (narrow ranges of the coloured bars with large gapsbetween).

� Make sure in particular that orientation 1 (the "goodparts" orientation) differs to a very large extent from allother orientations in at least one feature.

If these criteria are not fulfilled, you must optimize or edit theteach data (see "Optimizing the teach data", section 4.5), e.g.by:

– inserting configuration tools

– editing the features



The diagram below shows an example.

1 Parts with

orientation 1

2 Parts with

orientation 2

3 Parts with

orientation 3

4 Range / min. max.

limits of featuresin the individualorientations

5 Ranges of features

for orientation 3

6 Ranges of features

for orientations1 and 2

1 2 3 4 5 6

Fig. 4/1: "Feature Graph" window

The range of orientation 1 differ considerably from theorientation 3. However, this is not the case with orientations 1and 2.

If no other feature fulfils this criterium, the teach data must beoptimized, e.g. by insertion of a configuration tool.



4.4.3 Evaluating the scatter

Check the sequence of the scatter (C-value) in the "TeachData" window:

– Small C-values indicate narrow manufacturing tolerancesand good, i.e. even feeding of the parts.

– Very large C-values indicate considerble deviation in theproperties of the teach parts. This may be desired, if theparts are permitted to differ considerably from each other.

– A "jump" in the C-value indicates an incorrectly learntpart.

– Optimum: the sequnce of C-values rises at first, thenevens out.

If there are irregularities in the C-values, check the learntteach parts (see "Visual test of the teach and test parts",section 4.4.1). Check also the teach part on which the jumpoccurred.



4.4.4 Checking the bad parts

Check the test parts with regard to their grading.

To do this, display the individual parts in the window "PartContour."

– Check whether the grading of the parts is correct.

– With parts classified as bad, the features, which led to thisgrading, are marked. The relevant icons indicate, e.g. thedirection of the deviation.

– If you have also tested faulty parts, check whether thesehave also been recognized as bad.

4.4.5 Influence of tolerance

Check the influence of tolerance on the grading of the testparts.

To do this, vary the tolerance. By a minor modification of thetolerance (e.g. ± 2 steps), the grading should not usuallychange. This can be rated as a stabilty criterium of the test.

The normal tolerance setting is 5% (standard tolerance of theCheckbox).



4.5 Optimizing the teach data

If the result of the evaluation does not fulfil expectations, youcan optimize the teach data.

The possibilities for doing this depend on the target systemset.

If you are using a Checkbox with software version typeconfiguration as from version 1.2, the following possibilitiesare available:

– inserting configuration tools

– editing teach and test parts

– editing features

A descripton of the individual methods or criteria for gradingcan be found in the following sections.

Always check the success of the optimization. To do this,carry out a regrading of the teach data.

When the optimization and the regrading of the teach data aresuccessful, carry out the following steps:

1. Document your work (see "Documenting and printing theproject", section 4.6).

2. Load the Teach data into the Checkbox (see "Transferringthe teach data to the Checkbox", section 4.7).



4.5.1 Processing the teach and test parts

You can process the teach and test parts in the window"Part list."

� Modify the orientation of incorrectly supplied teach parts.

� Delete incorrect or unfavourable parts.

� If necessary, accept characteric test parts as teach partsand vice versa (copy or shift).

� Invalidate teach parts with the "Def." button. In this way,they will not be considered when the teach data areascertained (marked by orientation "0").

Notes on the window "Part List" can be found in Chapter 3.



4.5.2 Configuration tools

If the standard features for reliable recognition of the partsare not sufficient, you can supplement these with additionalfeatures.

Insert a suitable tool, depending on the demand. Themaximum number of tools depends on the target system set.

Use tools if e.g.:

– the contour differences are too small for the orientationand/or the quality to be recognized reliably;

– the reliability of the test is to be improved;

– a quality check is to be determined for a certain smallrange in the contour. This depends on the test criteria ofthe relevant part.

The configuration tools behave like all other features whenthey are installed. They are taught like these with the aid ofthe teach parts during the teach procedure.

During the test procedure, the tools can grade a part as badlyor incorrectly orientated, just as with every other feature.They are also influenced by the tolerance set.



Please noteConfiguration tools, which have been installed, are not lostduring a teach procedure on the Checkbox. They are taughtagain like the other features.

In order to remove configuration tools from the Checkbox,you must transfer new teach data (without configurationtools or with new configuration tools) to the Checkbox withCheckOpti or CheckKon.

Please noteIf only the quality is to be checked, but not the orientation:

� install e.g. two tools horizontally-symmetrically in thecase of two horizontal-symmetrical orientations (thiscorresponds to the symmetry of the orientations).

Selection of the correct configuration tool depends on theindividual requirements of the part.

Observe and compare the contour images. For the qualitycheck, find the position at which the quality is to be checkedand place the tool at that point.

A description of the various tool types can be found in theAppendix.



Inserting the configuration tools

Insert the configuration tools in the window "Part Contour."

To do this, select the desired tool type in the menu [Edit][Insert Config Tool] or click on the appropriate button in thetool bar.

The inserted tool is shown in the contour image.

Click on the tool. The tool will then be activated. Therelevant contour sections will be shown in red. At the sametime, the window "Feature Graph" will show the appropriatefeature.

With a double click on the tool, you can open the relevantdialogue window for editing the tool settings.

By pulling with the mouse, you can shift the tool. When thetool is active, you can adapt the size with the aid of thegripping devices on the border lines.

If necessary, activate the dialogue window "Part Contour –Zoom."

Managing the configuration tools

For clear managment and processing of the configurationtools, open the dialogue window "Config Tools."



4.5.3 Automatic optimization

CheckOpti can be used for optimizing with a Project wizard.This will check the teach data and, if necessary, insert suitableconfiguration tools.

1 Specify maximum

time for theoptimization

2 Grid size with which

the optimization iscarried out

3 Start the optimization

procedure

4 Progress display of

the optimization

5 Switch further to

result of theoptimization

5 4

1

2

3

Fig. 4/2: Project Wizard "Optimization settings"

Proceed as follows:

1. Start the Project Wizard with the command [Action] [StartSelf-Optimizing].

2. Specify a time duration in minutes during which theoptimization is to be carried out.



3. Set the optimization grid. The finer the details of the partscontour, the finer you should select the optimization grid.However, more tme is required for the optimization if thegrid is very fine.

4. Then start the optimization with "Start Optimization."

The end of the optimization procedure will be shown by themessage "Processing is finished, press 'Next'" under theprogress display.

Switch to the display of the optimization results with the"Next" button.

1 Information on the

teach procedureand the automaticoptimization

2 End the automatic

optimization

3 Return to the

settings for theoptimization

3 2 1

Fig. 4/3: Results of the optimization



Check the results shown. These are marked by an appropriatesymbol:

Symbol Meaning

Yellow "i"Information on the learnt orientations as wellas the inserted tools.

Green dotGood results.

Yellow dotNot optimum results. These should be checkedand, if necessary, improved.

Red dot Bad or insufficient results. These must at allcosts be improved or eliminated.

If the results do not fulfil your expectations (i.e. red or yellowdots):

� switch back to the optimization settings with "Back."

Possibilities for improvement:

– Select a finer grid.

– Set more time for the optimization process.In the case of difficult parts with a fine grid, it is advisableto set considerably longer times (e.g. 60 min.).

– If necessary, teach more parts.

If the results fulfil your expectations:

� conclude the Wizard with "Finish."



4.5.4 Processing the features

In special cases, you can process the ascertained teach datamanually.

– You can deactivate the feature (not considered when theteach data are ascertained or during the test).

– Modify the grading of the feature for the parts test bysetting an individual tolerance factor:Small value: The feature has a narrower tolerance and

thereby "lifted out" (e.g. length)Large value: The values for the feature may deviate

more.

– As a special case, you can enter directly values for thepermitted min./max. limits or for the average value of thefeature.

In order to process the features, activate the "Teach view" inthe window "Teach Data" (the data of the teach parts aredisplayed).

� With a double click on the feature to be modifed, you canopen the dialogue window "Teach – Feature settings"(providing this function is supported by the operatingsystem of the Checkbox).



Notes on processing the features can be found in theappendix or in the description of the dialogue window inchapter 3.

Description of the features

Feature Meaning

Length_x Length of registered contour surface (x-direction)

Height_y Height of registered contour surface (y-direction)

Area Area of registered contour surface

Circumf. Circumference of registered contour surface

Area-x/2 Area of registered contour surface from beginningup to half length

Area-y/2 Area of registered contour surface from bottom tohalf height

CG_co_x X-coordinate of area mass

CG_co_y Y-coordinate of area mass

Pol.min. Minimum polar distance, smallest distance ofarea mass from outer contour

Pol.max. Maximum polar distance, smallest distance ofarea mass from outer contour

Feat_11 Special contour test feature

Feat_12 Special contour test feature

... With every inserted configuration tool, anadditional appropriate feature is defined



4.6 Documenting and printing the project

Document your processed projects in the dialogue window"Project Documentation." Enter all relevant information inorder to simplify the later assignment of the individualprojects.

When adapting the Checkbox to the target system, select theoption "Insert settings into project description" in thedialogue window "Specify the Target System." In this way,the ascertained parameters will be transferred to the projectdocumentation.

The dialogue window "Project Documentation" is described inchapter 3.

If required, you can print out the relevant information for cleararchive purposes.



4.7 Transferring the teach data to the Checkbox

When the teach data is transferred to the Checkbox, the datacreated with CheckOpti and the tools, which have been set up,will be installed on the selected type memory.

The Checkbox then checks all incoming parts with these teachdata.

Please noteThe contours of the teach parts, from which the teach dataare ascertained, must be created with the same Checkboxand the same Checkbox parameter settings, onto which thecreated teach data are then loaded.

In particular, modifications with CheckKon to the parameters:

� exposure time,

� upper and lower picture limits,

� conveyor belt speed (without encoder)

make a complete new teach procedure necessary.

Please noteTools and special settings in the teach data transferred to theCheckbox remain saved on the Checkbox even after a newteach procedure.

The installed tools and settings are not deleted until a newtransfer of teach data (without the tools or settings) takesplace.

Please noteTransfer teach data to the Checkbox only if the set targetsystem corresponds to the connected Checkbox. If necessary,carry out the adaption in the window "Specify the TargetSystem."



You can load the teach data into the Checkbox as follows:

1. Open the dialogue window for transferring the teach dataand the settings to the Checkbox with the command[Transfer Data] in the menu [File].

2. Select the type memory, into which the teach data are tobe loaded under "Teach Data."

3. Start the download with "to Checkbox."

Observe the warnings and instructions displayed.

A message will be displayed to confirm that the transfer hasbeen successful.



4.8 Working with the Project Wizard

4.8.1 The function of the Project Wizard

The ProjectWizard conducts you interactively through all thesteps which are required for a normal teach, test andoptimizing procedure with CheckOpti.

The scope of functions of the steps performed corresponds toa large extent to the procedure described in the previoussections.

Fig. 4/4: The Project wizard

With the aid of the Project Wizard, even inexperienced userscan work easily, fast and in a comfortable manner withCheckOpti.



4.8.2 Starting the Project Wizard

You can start the Project Wizard as follows:

� After starting CheckOpti:Select the option "Project Wizard" in the dialogue window"Welcome ..." and confirm with "OK."

� At any other moment:Select the command [Start Project Wizard] in the menu[Action].

Within the Project Wizard, you can navigate between theindividual steps with the buttons "Next" and "Back."

If the button "Next" is inactive, an entry is missing in thecurrent step. This entry is necessary in order to continue.

A lot of steps, e.g. adapting the Checkbox to CheckOpti, arecarried out automatically by the Project Wizard.

General information

Festo CheckOpti 9909NH A-1

Appendix A

General information

A-2 Festo CheckOpti 9909NH

Contents

A General information ...................................................................................A-1

A.1 Error messages ...........................................................................................A-3

A.2 Example ......................................................................................................A-5A.3 Description of the configuration tools.......................................................A-12

General information


A.1 Error messages

The table below contains the most important error messagesof CheckOpti as well as instructions on how to rectify the fault.

Error message Meaning / Remedy

Wrong Data Format.Please make sure thatMinimum �= Mean �= Maximum

Non-permitted values have been entered for thevalue range of a feature.� Correct the values entered.

Display of Tool is not possible The tool cannot be used with the current part(e.g. the reference points cannot be determined).

Orientations cannot be separated - [E20] !!The fault must be eliminated.Please check the teach parts.

The orientations of the learnt parts do not differfrom each other clearly in any feature.� Check and correct the teach parts.

Further instructions can be found in chapter 4.

Communication problems....(further description of the error)

Communication between CheckOpti and theCheckbox cannot be made.� Check the connection (e.g. plug not inserted

correctly).� Check the Checkbox (error, STOP status).� Check the connecting parameters.� If necessary, close CheckKon.Then repeat the activity.

System identification....(further description of the error)

The operating system of the target system (of theconnected Checkbox) is not known in the currentCheckOpti version.If the operating system for the Checkbox is� Version 1.2:� Use a later operating system for the Checkbox

(min. Version 1.2).If the operating system for the Checkbox is� Version 1.2:� Use a later version of CheckOpti

General information


Error message Meaning / Remedy

File error.Project file cannot be opened.

Error in opening a CheckOpti project:� the project file does not exist or� the project file is being used or� the project file is not a valid CheckOpti project

file.� Check e.g. with the Explorer to see if the file

exists.� If necessary, check the data medium which

contains the project file.

File error.Unknown project file version

The project file was created with an unknownversion of CheckOpti.� If necessary, use a later version of CheckOpti.

File error.Project file version does not contain informationabout the target system.Default values are used instead.Please adapt these, if necessary, and save thefile again.

The file was created with an earlier version ofCheckOpti.� Carry out a comparison with the target system

and save the project.

File error.Project already exists. Replace file ?

The specified project file already exists.� Confirm the message in order to overwrite the

project or� interrupt the procedure and save the project

under a new name.

General information


A.2 Example

For this example, you will find an appropriate project in thesub-directory "Demo projects" of the program directory ofCheckOpti.

Further examples can be found in the section "Description ofthe configuration tools."

All examples refer to a Checkbox with operating system"Config."

Adapting features for testing

The testing of parts can be influenced by the user. This isusually accomplished when the user sets the tolerance on theCheckbox. The tolerance range of all the features is therebymodified by the same degree.

In many cases, it is an advantage if the features are adaptedmanually. The test of the features can be influenced in thefollowing ways:

1. By means of the tolerance factor, you can specify to whatextent the tolerance setting of the Checkbox has an effecton the individual feature.

2. By switching off the feature, you can specify that thefeature is not to be tested at all.

3. As a special case, you can enter the tolerance rangemanually (i.e. the values do not depend on the valuesascertained during the teach procedure).

To do this, select the appropriate feature in the window"Teach Data" (see chapter 3).

General information


With a double click on the name of the relevant feature, youcan open the dialogue window "Teach – Feature Settings."


2 Current feature

3 Setting the options

for the current feature(see table)

4 Feature range of the

orientation displayed

5 Feature ranges for

further orientations(is only shown whenoption for manualentry of features isselected)

6 Multiplication factor

for the tolerancesof the current feature

1 2 3

6 5 4

Fig. A/1: Feature Settings

The settings made are shown in the window "Teach Data"(see chapter 3).

General information


The feature can now be configured for testing.

Method Entry Description Typical application

Enter tolerancefactor

The tolerancefactor is entered inthe appropriatefield.

The standard setting of thetolerance factor is 1.0, i.e. thetolerance set on the Checkboxis used unmodified in thetesting of this feature.If, e.g., 1.0 is entered for thefeature "length" (length_x) 0.1and "height" (height_y), with atolerance of 5%, 0.5% willaccordingly be specified forlength and 5% for height.

The tolerance factor willusually be modified, ifindividual features for thetest have differentmeanings, i.e. if thespecification of tolerancesis critical for theassessment of quality withindividual features, or ifother features are allowedto be extremely widelyscattered.

Switch offfeature

Option"Disable Feature inALL Orientations"

With this option, the featurewill be completely deactivatedand therefore not taken intoaccount during teaching andtesting.

Features are switched off ifthey are not important forthe test or if they have anegative effect on the test(e.g. when good parts aresometimes classified asbad as a result of thisfeature).

Enter tolerancerange manually

Options"Changeand/without LockFeature for THISOrientation"

If one of these options isselected, the desired permittedvalue ranges can be enteredmanually in the fields intendedfor this purpose.� "... and Lock:"

the manually entered valueswill not be overwritten duringa new teach procedure.

� "... without Lock:"the manually entered valueswill be adapted to the newpart during a new teachprocedure.

It is sensible to enter thevalue range of a featuremanually if, e.g., theapproximate scatter of theproduction is known, butnot all the representativeteach parts are available.The manually entered valueranges will be subject tothe usual tolerance (set onthe Checkbox) during thetest.

General information


Example of metal springs

While being passed to an automatic fitting machine, springshave to be tested to make sure that they have the correctnumber of turns, i.e. that their height is correct. In addition, acheck must be made to see if the springs pass the CheckOptiindividually.

The spring is always conveyed in the upright position, so theorientation does not have to be checked.

Fig. A/2: Contour images of the springs

Good springs can appear on the belt in all possible positions.It is therefore difficult to teach the complete spectrum of thepossible positions of the springs.

General information


Checking the height Bad springs can be recognized by their height.

As this is the decisive feature for the test, the deviation mustbe less than that permitted for the other features. Thetolerance range of the feature should therefore be reduced.

With the setting 0.5 of the tolerance factor for the feature"Height" (height_y) and with a tolerance of 5% set on theCheckbox, the height of the springs will be tolerated asfollows:

5% x 0.5 = 2.5%

All other features have the standard setting 1.0 for thetolerance factor and are therefore tolerated with 5%.

1

1 Tolerance factor

Fig. A/3: Feature Settings – reducing the tolerance

General information


In this way, springs with the incorrect height will be reliablydetected without other irrelevant deviations being taken intoaccount.

Fig. A/4: Bad springs with incorrect height

Variation of positions As not all positions can be demonstrated, it may happen thatgood parts are sometimes incorrectly recognized as bad partsdue to the features "Feat_11" and "Feat_12".

In order to prevent this, these features have been switched offin the example (option "Disable Feature in ALL Orientations").

The "disturbing" features are not therefore taken into accountduring the parts test. Features which have been switched offare marked with a "D" (deactivated) in the window "TeachData."

General information


1 Feature is not taken into account during test

1

Fig. A/5: Feature settings – disable the feature

Fig. A/6: Teach data – disable the feature

As a result of the adaptions carried out, the test parts in theexample are now recognized correctly.

General information


A.3 Description of the configuration tools

The following tools are available:

Tool Function Typical applications

ROI(Region Of Interest)

Region (contour surface of a partwithin a rectangular area)

� Distinction between variousorientations

� Quality check of a certain area

VStrip(Vertical Strip)

Surface of vertical strip � Quality check of a certainstrip, e.g. whether there is agroove or a seal

CTool(Contour Tool)

Contour tool (difference in height,medium height and curved lengthof parts contour – upper edgewithin a limited area)

� Quality check of a contoursection (e.g. thread or recess)

Valid for Checkboxes with operating system type Config, as from software version 1.2.Further tools are being prepared

You can assign any desired individual name to each tool andthereby also to the assigned feature. However, this name willnot be used in the Checkbox. It serves only for documentationwithin CheckOpti.

General information


Activate the tool with a mouse click. Open the relevantdialogue window for setting the tool parameters as follows, ineach case in the active window "Parts Contour:"

� with a double click on the tool represented in the pictureof the part

� with a double click on the feature defined by the tool inthe feature list

� when the tool has been selected with the command [EditProperties] in the menu [Edit] or in the context menu

� In the dialogue window "Config Tools" with the button"Edit."

Please noteThe tools are saved in the Checkbox when the teach data istransferred, even after a new teach procedure. They can onlybe deleted by a new transfer of the teach data (withouttools).

You will find an appropriate project for each tool in the sub-directory "Demo projects" of the program directory ofCheckOpti.

General information


VStrip tool

The VStrip tool calculates the area of the parts contour withina horizontally limited region. A vertical strip thereby arises.

Like the other features, this area produces an additional testfeature.

Fig. A/7: VStrip tool

The limits of the area, i.e. the left and right-hand borders, canbe defined in three different ways. These refer to the start ofthe part (left in CheckOpti) and/or to the end of the part (rightin CheckOpti).

With a selected displayed VStrip tool, the distances to thereferences are shown as blue horizontal bars; the calculatedarea is shown in red.

General information


Carry out the settings for the relevant tool in the dialoguewindow "Edit Vertical Strip."

1 Name of tool

2 Left and right-hand

limits of contour sectionused for calculating thefeature (related in eachcase to the extreme leftand right-hand columns)

3 Distance reference of

the left and right-handlimits

1 2 3

Fig. A/8: Dialogue window "Edit Vertical Strip"

The distances between the references and the limits areshown in pixels.

General information


Select the reference of the distances under "DistanceReference."

Reference Meaning Usual application

Left and Left � Distance to left limit of tool refers tostart of parts

� Distance to right limit of tool refers tostart of parts

The contour section to beexamined lies to the left of thecentre

Left and Right � Distance to left limit of tool refers tostart of parts

� Distance to left limit of tool refers toend of parts

In special cases (the width of thetool changes with the length ofthe part)

Right and Right � Distance to left limit of tool refers toend of parts

� Distance to right limit of tool refers toend of parts

The contour section to beexamined lies to the right ofThe centre

Possible exception:When e.g. a contour section is to be tested to the left of thecentre, but the manufacturing tolerances on the test part aremeasured from the right and are therefore usually less. Inthis case, select "Right and Right," although the VStrip toollies to the left of the centre.

Example:

Before a QS plug connector is forwarded to the packingmachine, a check is to be made to ascertain whether a sealhas been fitted and whether it is positioned correctly. In thiscase, the orientation is not important. A check is made of thequality.

General information


The part undergoes two orientations:

Orientation 1 (good) Orientation 2 (good) Orientation 2 (bad)

Fig. A/9: Orientations with VStrip tool

The following configuration tools are determined:

– Left VStrip tool (reference "Left and Left")

– Right VStrip tool (reference "Right and Right"), all othersettings are identical with the left VStrip tool.

Tip for creating symmetrical suspension devices:

1. Select the tool with the mouse.

2. Then copy the tool with the command [Copy] (menu ,context menu). The tool now lies directly one on top ofthe other.

3. Double click on one of the tools and the dialoguewindow for setting will open.

4. Simply change the setting here from "Left and Left" to"Right and Right" (or vice versa).

When you confirm with "OK," the selected tool will be placedsymmetrically on the other side of the part.

General information


Checking the reliability of the orientation check:

Fig. A/10: Orientation check

The good parts of orientations 1 and 2 are clearly and reliablyseparated by the feature area -x/2.

This is basically of no importance for the task. As, however,the features of the tools must be compared with the correctset of teach data (orientations 1/2), correct recognition of theorientations is always a prerequisite.

If this is not the case, a part with orientation 1 could, e.g. beincorrectly checked with the teach data for orientation 2.

General information


Please noteEven if only the quality is to be checked, it is not sufficient toteach just one orientation, in which both alignments of thepart are shown.

In this case, the ranges of the feature values, normallyseparated by the orientation, would be grouped together.In this way, the reliability of the quality check would beconsiderably reduced.

If possible, the individual orientations must always be learntseparately.

Checking the reliability of the quality check :

Fig. A/11: Quality check of orientation 1

Orientation 1 (parts 1-6 with seal) is recognized reliably(feature values are reliable within the permitted range).

The feature values for parts 7-13 (without seal) are clearlyoutside the permitted range.

General information


The same applies to orientation 2 (parts 1-5 without seal,parts 6-10 with seal):

Fig. A/12: Quality check of orientation 2

The check requested is therefore possible without any faults.

General information


CTool

The CTool ascertains features from the upper edge of thecontour of a part.

The following features can be ascertained:

Feature Meaning Typical application

Scalar Length (curvelength)

This determines the length along the upperouter edge within the horizontally limitedarea

e.g. checking whether there is athread (setting: scalar length,reference left and left)

Height Difference This determines the maximum difference inheight within the horizontally limited areaalong the upper outer contour

e.g. checking a recess (setting:difference in height, right andright)

Mean Value This determines the average heights withinthe horizontally limited area along theupper outer contour

e.g. local height check (setting:mean value, right and right)

Scalar Length (curve length) Height Difference Mean Value

Fig. A/13: Features ascertained with the CTool

Only one function can be selected per configuration tool.

The function selected then calculates the feature value of theconfiguration tool. Like the other features, it represents anadditional test feature.

General information


Carry out the settings for the relevant tool in the dialoguewindow "Edit Contour Tool."

1 Name of tool


limits of contoursection used forcalculating thefeature (related ineach case to theextreme left andright-hand columns)

3 Distance reference

of left and right-handlimits

4 Calculation method

(ascertained feature)of CTool

1 2 3 4

Fig. A/14: Dialogue window "Edit Contour Tool"

The distances to the limits are given in pixels.

General information


The left and right-hand limits of the area to be examined canbe defined in three different ways. These refer to the start ofthe parts (left in CheckOpti) and/or to the end of the parts(right in CheckOpti).

With a selected displayed CTool, the references arerepresented as blue horizontal bars; the outer contourexamined is shown in red.

Select the reference of the distances under "DistanceReference."


Left and Left � Distance to left limit of tool refers to thestart of the parts

� Distance to right limit of tool refers tothe start of the parts

The contour section to beexamined lies to the left of thecentre

Left and Right � Distance to left limit of tool refers to thestart of the parts

� Distance to left limit of tool refers to theend of the parts

In special cases (the width of thetool changes with the length ofthe part)

Right and Right � Distance to left limit of tool refers to theend of the parts

� Distance to right limit of tool refers tothe end of the parts

The contour section to beexamined lies to the right of thecentre

Possible exception:When e.g. a contour section is to be tested to the left of thecentre, but the manufacturing tolerances on the test part aremeasured from the right and are therefore usually less. Inthis case, select "Right and Right," although the CTool lies tothe left of the centre.

General information


Example:

A hollow screw is to be checked for orientation and quality.

The following is checked in orientation 1:

– Does the thread exist (scalar length)?

– Does the recess have the correct depth (difference ofheight)?

Parts with orientation 2 are rejected and must be passedthrough again.

The task can be solved with three 3 CTools:

– Scalar Length (curve length)

– Height Difference

– Mean Value

Orientation 1, everything OK Orientation 2, everything OK

Fig. A/15: Example of CTool

General information


ROI tool

The ROI tool calculates the surface area of the parts contourwithin a limited rectangular area (region).

Like the other features, this area then produces an additionaltest feature.

Fig. A/16: ROI tool

The size of the ROI tool is defined by its width and height.The position of the ROI tool is determined by horizontal andvertical references.

The references are shown as blue, horizontal bars in the caseof a selected, displayed ROI tool; the calculated area is shownin red.

General information


Carry out the settings for the relevant tool in the dialoguewindow "Edit Region of Interest."

1 Name of tool

2 Position and size of tool

related to referencesdefined below

3 Determine the

coordinate origin forposition of tool

4 Select calculating

method for upper(vertical) reference

5 Reference for limiting

contour section used forcalculating upperreference


limits of contour sectionto which the calculatingmethod, which leads toupper reference, isapplied

1 2 3 4 5 6

Fig. A/17: Dialogue window "Edit Region of Interest"

The distances to the limits are given in pixels.

General information


Determining the horizontal position and the width

The position of the tool in the horizontal is determined by thedistance to the start of the parts (Left and Top) or to the end ofthe parts (Right and Top).

Select the reference of the distances under "CoordinateReference."


Left and Top � The left limit of the tool refers to the start ofthe parts

� The upper limit of the tool refers to acalculated value (see below)

The contour section to beexamined lies to the left ofthe centre

Right and Top � The right limit of the tool refers to the end ofthe parts

� The upper limit of the tool refers to acalculated value (see below)

The contour section to beexamined lies to the rightof the centre

Specify the distance in the field "Dist. Left abs." or "Dist.Right abs."

The width of the ROI tool borders on in this position in thedirection determined. Specify the width in the field "Width."

General information


Determining the vertical position and the height

The position of the tool in the vertical is determined by thedistance to a reference which is calculated from the upperedge of the contour. The vertical reference is always "Top."

Please noteThe position in the vertical is not determined by the distanceto the height Y=0 (coordinate axis), but by the distance to aY-value calculated from the upper edge of the contour.

This has the advantage that the ROI tool can therefore beplaced relative to the upper edge of the part. The ROI tool isthereby less sensitive to fluctuations in height.

The upper reference is calculated, similar to the features ofthe CTool, from an area of the upper edge of the contour.

There are two methods of calculation:

– Max. Coord. (maximum coordinate): the reference value isderived from the maximum Y-value within the specifiedarea.

– Mean Value (average): the reference value is derived fromthe average height within the specified area.

General information


The area, from which the upper reference value is calculated,is determined by a left and right limit. These refer in turn tothe start of the parts (left in CheckOpti) and/or to the end ofthe parts (right in CheckOpti).

Select the reference of the distances under "ContourReference."


Left and left � The distance to the left limit of the contoursection refers to the start of the parts

� The distance to the right limit of the contoursection refers to the start of the parts

The contour section to beexamined lies to the left ofthe centre

Left and right � The distance to the left limit of the contoursection refers to the start of the parts

� The distance to the left limit of the contoursection refers to the end of the parts

In special cases

Right and right � The distance to the left limit of the contoursection refers to the end of the parts

� The distance to the right limit of the contoursection refers to the end of the parts

The contour section to beexamined lies to the rightof the centre

Possible exception:When e.g. a contour section is to be tested to the left of thecentre, but the manufacturing tolerances on the test part aremeasured from the right and are therefore usually less. Inthis case, select "Right and right," although the ROI tool liesto the left of the centre.

Specify the distance in the field "Dist. Top ref."

The height of the ROI tool borders on in this positiondownwards. Specify the height in the field "Height."

General information


If an ROI tool is selected, the area within the ROI tool will beshown in red.

The horizontal distance to the reference will be shown as ahorizontal blue bar.

The area of the upper edge of the contour, which is used forcalculating the upper reference value, is also marked in blue.

Starting from this area, the vertical distance is represented asa vertical blue bar. If the "maximum coordinate" calculatingmethod is used, the bar will start at the position which led tothe maximum coordinate (highest point in the area).

Fig. A/18: Left and Top, Contour Reference Left&Left, Start 10End 50, Max. Coord.

General information


If the "average" calculating method is used, the bar will be inthe centre of the area and begins in the "average" height.

Fig. A/19: Left and Top, Contour Reference Left&Left, Start 10End 50, Mean Value

Example:

A miniature plug connector is to be moved to a componentsfitting installation with the correct orientation. However, onlyorientation 1 may be used here, all further orientations are tobe returned to the conveyor system.

The part can be passed to the Checkbox in four orientations,whereby orientations 1 and 3 (or 2 and 4) are distinguishedonly by a small chamfer on the upper right-hand (or left-hand)corner of the part.

General information


Good Orientation 1 Good Orientation 2

Good Orientation 3 Good Orientation 4

Fig. A/20: Possible orientations

As orientation 1 is the "good orientation," this must bedistinguished reliably from the other orientations, especiallyorientation 3. This is accomplished by a small ROI tool whichexamines the chamfer.

General information


Orientation 1 Orientation 3

Fig. A/21: The ROI tool in different orientations

Orientation 1 Orientation 3

Fig. A/22: Feature sequence of the ROI tool

The check of the reliability to separate the orientations in thewindow "Features graph" shows a clear separation betweenorientation 1 (parts 1 to 10) and the remaining orientations(parts 11 to 37).

General information


Example:A parts reversing station, which can reverse the partsaccording to the signals from the Checkbox, is fitted in thepath from the Checkbox to the components fitting installation.In order to separate further orientations reliably from eachother (orientation 2 from 3 and orientation 2 from 4), furthertools can be set up with CheckOpti.

This could be accomplished if an ROI tool with the appropriatesettings were fitted e.g. on the upper left-hand corner.

Fig. A/23: ROI tool for distinguishing the orientations

General information


With this further tool, the feature sequence is as follows:

Fig. A/24: Feature sequence of the ROI tool

All orientations could therefore be separated from each otherjust with this tool.

General information


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