Drawing Standards Guide
Well-prepared drawings help us quote and manufacture your parts accurately. Instant Quote prices from a STEP; a PDF print is optional. Follow these practices when you do send a drawing. Most shops already have their own standards — this guide is for anyone tightening up a package.
For Instant Quote: upload a STEP (.step / .stp). JPG or PNG works for 2D when you don’t have a PDF. Max 50 MB.
Without a print we default to ISO 2768-mK from the model. Call out tighter features on the drawing. See the Quality Guide.
Table of Contents
1. Required Views
The Purpose of Multiple Views
A machined part is a 3-D object; the drawing must translate that form into 2-D information the machinist can interpret unambiguously. Each view you place should add new information (shape, size, or relationship) that is not obvious in the others.
The Core Views Most Shops Expect
- Front (Primary) View – Shows the most characteristic outline of the part and normally carries the majority of the overall dimensions.
- Top View – Projected directly upward or downward from the front view; clarifies thickness and features hidden in the front.
- Right-Side View – Completes the orthographic set; shows depth features that are hidden or foreshortened elsewhere.
- Isometric (or Trimetric) View – Not used for dimensions, but gives the programmer/setup machinist an instant 3-D mental picture of the finished part. Mark it "FOR REFERENCE ONLY."
- Section Views – Sliced illustrations that expose interior cavities or stepped pockets. Use whenever a hidden feature would otherwise demand a forest of hidden lines.
- Detail Views – Enlarged circular/elliptical "call-outs" of small features such as chamfers, fillets, hole patterns, or intricate surface finishes.
- Auxiliary Views – Only when a critical face is angled relative to the normal projection planes and must be shown true-size for dimensioning.
Minimum-View Rule of Thumb
Two views can occasionally define a plate-like part; three orthographic views are generally the minimum for prismatic parts. Anything with angled faces, undercuts, or internal cavities usually needs at least one section or auxiliary. If a dimension cannot be measured with common shop tools from the views provided, you need an additional view.
Hidden Lines vs. Section Cuts
Excess hidden lines ("dashed-line soup") slow interpretation and invite mistakes. If more than ~30% of a view would be hidden lines, switch to a section view.
Orientation and Datums
Anchor every drawing to a consistent datum scheme (typically A|B|C). All views must be projected from the datum-oriented front view so that coordinate dimensions and GD&T reference frames remain coherent on every sheet.
Do's and Don'ts
- Choose the front view so the fewest hidden lines appear.
- Keep projection direction consistent (first- or third-angle; indicate with the standard symbol).
- Include a shaded isometric for quick visual confirmation.
- Break out or section complex pockets instead of cluttering orthographic views.
- Isolate tiny features in separate Detail views at 2:1, 5:1, etc.
- Suppress hidden lines in section views; hatch only the cut material.
- Dimension directly on the isometric view.
- Show the same edge in more than one view unless a different dimension is being applied—avoid redundancy.
- Rely solely on hidden lines to convey critical interior geometry.
- Mix first-angle and third-angle projections on the same drawing package.
- Rotate the part in auxiliary views without clearly labeling the rotation or providing a reference arrow.
- Crowd views; leave at least 20 mm (¾ in) of white space so the CNC programmer can add CAM notes if needed.
2. Dimensioning
Why Dimensioning Matters
Dimensions convert geometry into actionable numbers—tool-offsets, cutter paths, inspection limits. A clear, consistent dimensioning scheme shortens CNC-programming time, minimizes scrap, and anchors quality-control to the designer's true intent.
The Building Blocks
- Size Dimensions – Linear or angular values that define raw geometry: lengths, diameters, radii, chamfers, tap depths, angles.
- Location Dimensions – Distances that position features relative to datums or to each other.
- Reference Dimensions – Shown in parentheses; for information only, never inspected.
- Feature Control Frames (GD&T) – Symbolic blocks that combine tolerance and datum references for size, orientation, form, runout, etc.
- Notes & Call-outs – Thread specs, keyway standards (e.g., "KEYWAY PER ANSI B17.1"), surface finishes, or material removal limits.
Best-Practice Conventions
- Dimension FROM datums, not from other features, to prevent stack-up.
- Use baseline (ordinate) or polar dimensions for CNC-friendly XY or polar coordinate entry.
- Dimension each feature once and only once, in the view where its true shape is shown.
- For cylindrical features, express diameter "Ø" in the view where the circle appears; show depth with "↧" symbol or section.
- Show hole quantities as "4X Ø6.80 THRU" instead of repeating four individual call-outs.
- Put angular dimensions on an arc leader or between the radial centerlines—not off to the side.
- Keep decimals consistent: e.g., three-place (.000) for ±0.005 in, two-place (.00) for ±0.01 in.
- Convey tolerances by:
- Title Block default (e.g., "UNLESS OTHERWISE SPECIFIED: .X ±.2 .XX ±.01 .XXX ±.005")
- Direct bilateral limit (12.70 ± 0.05 mm)
- GD&T frame (Ø12.70 A B | Ø0.05)
- Use local notes or flag notes for process-critical info: "BREAK SHARP EDGES 0.25 MAX," "NO BURRS >0.1."
Chain vs. Baseline Dimensioning
Chain (feature-to-feature) accumulates error. Whenever overall accuracy matters, start every location dimension from a single baseline datum or use ordinate dimensioning. Reserve chain only for non-critical patterns like decorative slots.
Integrating GD&T (When to Use)
- Form (flatness, cylindricity) when the function requires the entire surface to be uniformly tight, not just opposite points.
- Orientation (parallelism, perpendicularity) to guarantee assembly fit instead of relying on tiny angular values (e.g., "0.1°").
- Position – the workhorse for hole patterns; apply MMC/LMC modifiers to allow bonus tolerance and cheaper inspection.
- Profile – the "Swiss Army knife" for castings or complex surfacing where a composite tolerance zone is easier than dozens of separate call-outs.
Do's and Don'ts
- State units once—INCH or MM—in the title block and stick to it.
- Apply tolerances in accordance with both function AND manufacturing capability; ±0.0005 in on a sand-casting boss is meaningless.
- Leave at least 6 mm (¼ in) between dimension lines to keep the drawing scannable.
- Flag critical-to-function (CTF) dimensions with a triangle or cloud per your quality system.
- Show tap drill depth and thread depth separately (e.g., "M10 × 1.5 – 6H TAP 18 DEEP; TAP DRILL 22 DEEP").
- Over-dimension; redundant sizes create contradictions during ECOs.
- Place dimensions on hidden lines—use section or removed views instead.
- Mix unilateral, bilateral, and limit tolerances for similar features; pick one scheme.
- Specify tighter than necessary; every extra decimal place can double the machining cost.
- Rely on "SCALE: 1:1" as a substitute for a missing dimension—models may print at different scales.
- Put functional dimensions in general notes; they belong on the face of the drawing where they will be seen.
3. Tolerances & Functional Fits
Why Tolerances Matter
A nominal size is only an ideal. Every cutting tool, machine axis, and gage has finite accuracy, so you must tell the shop how much variation is acceptable before function or interchangeability is lost. Good tolerance selection balances:
- Functional performance (assembly, load capacity, leakage)
- Manufacturing capability (machine/process limits)
- Cost (tighter = more setups, slower feeds, more inspection)
The Vocabulary of Variation
- Dimensional Tolerances – Linear or angular limits, e.g., 25.00 ± 0.05 mm or 24.90 – 25.10.
- Fit Classes – Clearance, transition, interference ranges that control how mating parts slide or press together.
- Geometric Tolerances – Form, orientation, position, profile, runout (GD&T) that govern shape and location beyond simple size.
- Surface Texture – Ra, Rz, lay direction; affects sliding fits and sealing.
- Material-Condition Modifiers – MMC, LMC, RFS to link geometric tolerances to size for bonus tolerance.
Functional Fits: Picking the Right Bandwidth
Use a recognized fit system so the machinist, QC, and assembly techs all speak the same language.
3.1 ISO 286 Hole-Basis System (most common)
• Clearance Fits (loosely sliding)
- H9/d9 (Gear housings, light pressurised covers)
- H7/g6 (Free-running shafts, bearing seats that slide in)
• Transition Fits (push-in by hand or light tap)
- H7/k6 (Locating dowels, detachable pulleys)
- H7/n6 (Gears on keyed shafts with set-screw)
• Interference Fits (press or shrink)
- H7/p6 (Rotor to shaft, permanent)
- H7/s6 or H7/u6 (Structural press pins, cold-rolled)
3.2 ANSI B4.1 RC / LC / FN (inch) quick guide
- RC1-2 Precision sliding (instrument spindles)
- RC3-5 Running fits (motor shafts, bushings)
- LC1-3 Locational clearance (dowel holes)
- FN1-5 Force & shrink (structural pins, gears)
3.3 Practical Tip
Pick the hole as BASIC (H7, RC, etc.) because reamers, boring heads, and grinding stones set hole size accurately. Alter the shaft tolerance—it's cheaper to polish or grind diameters than to chase holes after heat-treat.
How Tight Is Tight Enough? (Rule-of-Thumb Process Capability)
- Shop default without a print: ISO 2768-mK from the STEP
- Typical CNC when called out: ±0.001 in (±0.025 mm) on critical features the design supports
- Tighter than that needs a print, extra setups, and more inspection
If a band is tighter than ISO 2768-mK, put it on the drawing — that’s capability, not the default.
Putting Tolerances on the Drawing
- a. Limit or ± Size: Ø25.00 +0.02/-0.00 (press fit)
- b. GD&T Frame: Ø25.00 A|B|C | ⌀0.02 MMC (locational control)
- c. Title-Block Defaults: ISO 2768-mK is ours when nothing else is stated; tighten only critical features.
- d. Surface Finish: "2.4 µm Ra ON BORE Ø25.00" — place the triangle symbol directly on the leader to avoid ambiguity.
- e. Projected Tolerance Zone: add Ⓓ symbol for studs or press pins that protrude through mating parts.
Tolerance Stack-Up Awareness
- Baseline/ordinate dimensioning reduces accumulative error.
- Use GD&T Position with MMC so bonus tolerance absorbs manufacturing drift without sacrificing assembly.
- Consider temperature: aluminium grows ~23 µm/m-°C; an H7/g6 fit at 20 °C may seize at 80 °C.
Surface & Geometric Coupling
A tight sliding fit needs BOTH:
- Size control (Ø20 H7)
- Cylindricity (⌀0.03) or Straightness so it doesn't bind.
- Surface finish ≤0.8 µm Ra so it doesn't gall.
State all three; leaving any out jeopardises performance.
Do's and Don'ts
- Choose the loosest fit that still meets function; every 0.01 mm you open can save hours of machine time.
- Use internationally recognised symbols (ISO or ANSI) rather than custom notes.
- Tie geometric tolerances to datums that reflect assembly conditions.
- Flag press fits with a process note: "ASSEMBLE Ø25 H7/ p6 SHAFT WITH 0.05 mm INTERFERENCE – HEAT HUB TO 120 °C."
- Verify vendors' actual capability before freezing an ultra-tight call-out.
- Mix fit systems (e.g., ISO H7 with ANSI FN) on the same drawing package.
- Apply ±0.01 mm everywhere "just to be safe"—costs escalate and scrap rises.
- Forget surface finish and form; a size-perfect but barrel-shaped hole will still seize.
- Specify interference on thin-wall parts without a supporting analysis—walls may burst or distort.
- Leave tolerances out expecting "the shop will know what I mean." If it matters, write it.
4. Notes & Special Instructions
Why Notes Matter
Even the best-detailed views and dimensions leave questions about material, finish, handling, or revision control. Notes consolidate those non-geometric requirements so the part emerges from the shop exactly as engineering intended—first time and every time.
Anatomy of a Robust Title Block
A well-structured title block is the machinist's "one-stop shop" for global requirements.
- Drawing Number & Sheet Count – unique ID; "1 OF 2" prevents missing pages.
- Part / Assembly Name – plain-language description.
- Material & Specification – e.g., "7075-T651 ALUMINUM PER ASTM B209."
- Finish & Coating – "ANODIZE PER MIL-A-8625 TYPE II CLASS 2, BLACK."
- Heat Treat – "HARDEN & TEMPER TO 32-36 HRC."
- Default Tolerances – e.g., "UNLESS OTHERWISE SPECIFIED: .X ±.2 .XX ±.01 .XXX ±.005 ANGLES ±0.5°."
- Units – "DIMENSIONS IN MILLIMETRES."
- Scale – "SCALE 1:2 (DO NOT SCALE DRAWING)."
- Mass/Weight – aids shipping and lifting plans.
- Finish Symbol Default – "SURFACE FINISH ≤3.2 µm Ra UNLESS NOTED."
- Revision & ECO Table – change letter, description, date, approvals.
- Sign-off Fields – Drawn / Checked / Approved initials & dates.
Manufacturing Note Categories (with common wording)
A. General Notes (apply to the entire drawing)
- "REMOVE ALL BURRS AND SHARP EDGES 0.25 mm MAX."
- "PART TO BE FREE OF OIL, COOLANT, AND CHIPS PRIOR TO PACKAGING."
B. Process-Specific Notes
- Machining – "Bore Ø32 H7 AFTER HEAT TREAT AND GRIND FLAT A."
- Welding – "WELD PER AWS D1.2, VISUAL INSPECTION LEVEL B."
C. Assembly & Hardware
- "INSTALL M6 × 1.0 HELICOIL PER NAS1130-06, FLUSH ±0.25 mm."
D. Surface Finish & Cosmetic Requirements
- "FACE C TO BE 1.6 µm Ra OR BETTER; NO TOOL CHATTER VISIBLE TO NAKED EYE AT 400 mm."
E. Handling, Cleaning, and Packaging
- "HANDLE WITH NYLON SLINGS ONLY—NO CHAIN CONTACT."
- "VACUUM-SEAL IN VCI BAG, LABEL WITH PART NUMBER AND REV."
F. Compliance & Certification
- "RoHS AND REACH COMPLIANT MATERIALS ONLY."
- "CERTIFICATE OF CONFORMANCE REQUIRED WITH SHIPMENT."
Organising Notes for Fast Consumption
- Number notes sequentially (1, 2, 3…) and use those numbers in flag balloons next to features.
- Keep general notes on Sheet 1; move lengthy process specs to a separate "Process Sheet" if they exceed ~⅓ of the page.
- Use CAPS for global notes, Sentence Case for local notes—consistent styles increase scan speed.
Revision Control Essentials
- Never overwrite a note—add a new revision entry so the paper trail survives audits.
- If a revision affects fit/function, call out "AFFECTS INTERCHANGEABILITY" in the ECO description.
- Grey out superseded views but keep them legible until final release for traceability.
Do's and Don'ts
- State material, finish, and default tolerances in the title block to avoid buried surprises.
- Flag critical instructions (e.g., press-fit temperature) right next to the feature using a leadered note.
- Use recognised specifications (ASTM, ISO, MIL) rather than open-ended phrases like "machine finish."
- Include cleaning/packaging notes if corrosion or damage risk exists during transit.
- Keep note text concise—aim for one requirement per bullet.
- Place vital information only in a model tree or PLM system; the shop often sees the PDF alone.
- Duplicate the same note in multiple places—edit once, propagate everywhere through reference.
- Mix metric and inch units within notes unless absolutely necessary—and then label each clearly.
- Leave obsolete notes lingering after a design change; strike them via the revision block.
- Rely on verbal agreements ("the usual finish"); if it isn't on the drawing, it won't be inspected.
5. File Formats
Why File Formats Matter
The right file format ensures your design intent is preserved and can be efficiently processed by our manufacturing systems. Different formats serve different purposes in the manufacturing workflow.
Preferred Formats
- STEP (.step / .stp) – Required for Instant pricing. Native CAD is not accepted in the uploader.
- PDF – Optional 2D print. Same part number and revision as the STEP when both are sent.
- JPG / PNG – Fine for 2D when you don’t have a PDF.
- IGES, DWG, DXF – Convert to STEP or PDF before upload. Email us if you need a manual quote from another format.
Common File Submission Mistakes
- Low resolution or blurry images
- Missing views or dimensions
- Files over 50 MB
- Hand-drawn sketches as primary files
- Send high-resolution, legible files.
- Double-check that all views and notes are included.
- Upload a STEP for Instant Quote; add a PDF if you have callouts.
- Send photos of hand-drawn sketches as your only file.
- Submit files with missing or unreadable information.
- Use obscure or proprietary file types.
Drawing Submission – Quick-Check List
Tick each box before you send a quote package. Instant Quote still runs from the STEP alone if you don’t have a print yet.
A. Files & Revision Control
B. Views & Layout
C. Dimensions & Tolerances
D. Material & Heat Treat
E. Finishes & Marking
F. GD&T (if used)
G. Notes & Special Instructions
H. Contact & Status
Final Check
All boxes checked? Your package is ready for a fast, accurate quote and zero-delay kickoff
Machinist-Preferred Methods
Why Machinist-Friendly Drawings Matter
Some drawing habits are common among engineers but can cause confusion, extra work, or even mistakes in the shop. Here are some tips to make your drawings more machinist-friendly:
- Dimension from a single, consistent datum (not from multiple edges).
- Use clear, unambiguous callouts for threads, holes, and features.
- Group related dimensions together for easy reading.
- Call out features in the order they will be machined, if possible.
- Include a general tolerance block and only specify tight tolerances where truly needed.
- Dimensioning to multiple, unrelated edges (causes stacking errors).
- Leaving out thread specs or using generic notes like "tap as required."
- Over-tolerancing non-critical features (increases cost and complexity).
- Using reference dimensions without clarifying their purpose.
- Specifying surface finishes or features that are difficult or expensive to achieve without justification.
Tip: If in doubt, ask your machinist for feedback on your drawing before finalizing it. Collaboration leads to better parts and fewer surprises!
Tooling & Stock Pitfalls
Why Tooling Considerations Matter
Even well-dimensioned drawings can create manufacturing headaches if they don't account for real-world tooling and material constraints. Here are some of the most common pitfalls and how to avoid them:
Stock Size Selection
Specifying a part size that matches a nominal bar or plate size (e.g., 1.000" x 1.000") may seem efficient, but to achieve clean, machined surfaces, we often need to order the next size up and machine all sides. Always allow for a small amount of material to be removed on each face.
Corner Radii Considerations
Internal corners in pockets or slots cannot be perfectly sharp due to the round profile of end mills. Always specify a minimum inside radius (e.g., 0.031" or larger) and avoid calling out "sharp" internal corners unless absolutely necessary. Larger radii are easier and cheaper to machine.
Length-to-Diameter (L/D) Ratio
Deep holes or pockets with a high L/D ratio (e.g., a 6" deep hole with a 0.125" diameter) require special long-reach tooling, which is expensive, prone to deflection and chatter, and may not be stocked. Try to keep L/D ratios under 5:1 for best results, and consult with your machinist for deeper features.
End Mill Corner Radii
Most end mills have a small corner radius (e.g., 0.015" or 0.03") rather than a perfectly sharp tip. When designing internal corners, specify a radius at least as large as the tool's corner radius, and ideally make internal corners larger than the diameter of the end mill that will be used. This allows the tool to "roll" through the corner smoothly, rather than plunging in and abruptly changing direction—a common source of chatter, tool wear, and poor surface finish.
Tip: If you're unsure about manufacturability, ask your machinist for feedback before finalizing your design. A quick conversation can save time and money!
