Freeform

Non-Sequential Tolerancing in Optical Systems

Tolerancing is the process of systematically introducing errors—such as manufacturing, assembly, and material variations—into an optical system to evaluate their impact on performance. In Non-Sequential Mode (NSC), tolerancing follows different rules than sequential systems due to the physics-based nature of ray interactions (splitting, scattering, multiple reflections).

This article summarizes key considerations for non-sequential tolerancing, with an example based on a freeform lightpipe illumination system.

 

Key Points in Non-Sequential Tolerancing

1. Compensators and Constraints

  • Compensator min/max bounds are ignored in NSC tolerancing.
  • Only the Merit Function and/or User Script define valid criteria.
  • To constrain compensator values, use Merit Function boundary operands (e.g., NPGT, NPLT).

 

2. Use of TOLR in NSC

  • TOLR is supported during optimization in Non-Sequential Mode.
  • User Script must be the active criterion; selecting the Merit Function as the criterion can create an infinite loop.
  • Ensure that Merit Functions loaded by scripts do not themselves contain TOLR operands.

 

3. Disabled Sequential-Only Settings

Tolerance options that don’t apply to NSC physics—such as ray aiming, separate fields, or separate configurations—are disabled automatically.

 

4. Multi-Configuration Systems

When tolerancing multi-configuration NSC systems, the Merit Function must explicitly include CONF operands to account for each configuration.

 

Example: Freeform Lightpipe Tolerancing

As an example, consider an optimized freeform lightpipe system consisting of:

  • An OSRAM LED source
  • A freeform lightpipe optimized for maximum power transfer and collimation at the detector

The tolerancing study evaluates how realistic errors affect delivered power and beam quality.

 

Error Categories Considered

Manufacturing Errors

  • Incorrect lateral sag at freeform control points
  • Incorrect overall thickness
  • Incorrect refractive index

 

Assembly Errors

  • LED position and orientation errors
  • Detector position and orientation errors

These errors are introduced statistically to assess robustness of the design under production conditions.

 

Reporting with User Scripts

When a User Script is employed, any desired performance metric can be reported directly in the tolerance output. This is especially useful for:

  • Monitoring specific detector metrics (power, uniformity, centroid)
  • Tracking custom KPIs not represented by standard operands
  • Ensuring production-critical values remain within limits

 

Practical Guidance

  • Prefer User Script–driven criteria for NSC tolerancing to avoid logic conflicts.
  • Use boundary operands to enforce practical limits on compensators.
  • Ensure the Merit Function explicitly covers all configurations when applicable.
  • Start from an over-optimized nominal design to create margin before tolerancing.

 

 

Conclusion

Non-sequential tolerancing differs fundamentally from sequential tolerancing. By respecting NSC-specific constraints—especially around compensators, scripts, and configurations—engineers can accurately predict production robustness for complex illumination systems such as freeform lightpipes.

 

References

  1. https://www.zemax.com/