| 1 | Match the field of view to the part | Object-space field of view (FOV), measured as width × height at the inspection distance. | Confirm that the complete feature fits inside the usable image area without relying on the extreme image corners. | Allow approximately 5–15% margin around the inspected feature when positioning permits. | Prevents clipped edges and reduces sensitivity to fixture-positioning errors. |
| 2 | Verify telecentricity on both sides | Object-space and image-space telecentricity; the lens should maintain nearly constant magnification over the specified working range. | Move the part or lens through the intended depth range and compare feature size and edge position in calibrated images. | For precision measurement, use the manufacturer’s stated magnification variation and telecentric error rather than assuming zero change. | Minimizes perspective distortion and measurement changes caused by object height variation. |
| 3 | Check the working distance | Working distance (WD), measured from the lens reference surface to the object plane or specified measurement plane. | Measure the available clearance, including clamps, conveyors, protective windows, lighting, and moving stages. | Select a WD with physical clearance beyond the nominal part height; common machine-vision values are roughly 65–200 mm, depending on FOV and design. | Avoids collisions and leaves room for coaxial, collimated, or backlighting equipment. |
| 4 | Match the lens to the sensor | Image-circle diameter, sensor format, pixel size, and active sensor dimensions. | Ensure the lens image circle fully covers the sensor and verify that the projected pixel size meets the measurement requirement. | Keep the sensor diagonal at or below the specified image-circle diameter; smaller pixels generally demand better optical resolution and focus stability. | Prevents corner vignetting, unused pixels, and resolution loss at the sensor boundary. |
| 5 | Confirm resolution and contrast | Modulation transfer function (MTF), limiting resolution, and contrast across the FOV and depth of field. | Use a calibrated resolution target or edge target at the center and corners, at the actual aperture and lighting level. | A practical object-space sampling goal is often at least 2–3 pixels across the smallest measured feature, with margin for blur and processing. | Ensures small defects and dimensional edges remain measurable rather than merely visible. |
| 6 | Check depth of field and aperture | Usable depth of field (DOF), f-number, focus position, and acceptable blur over the part-height range. | Test the highest and lowest points of the part at the production aperture, not only at a fully open aperture. | Use the lens supplier’s DOF definition and acceptance criterion; stopping down may increase DOF but can require substantially more light. | Balances focus tolerance, diffraction, exposure time, and measurement repeatability. |
| 7 | Confirm lighting compatibility | Entrance pupil, clear aperture, illumination angle, wavelength range, and available working space around the lens. | Test the lens with the intended backlight, telecentric illuminator, coaxial light, or diffuse dome while checking for shading and flare. | Use a collimated or telecentric backlight for silhouette measurement; use coaxial or diffuse lighting for suitable flat or reflective surfaces. | Correct illumination often has a greater effect on edge quality than increasing camera resolution. |
| 8 | Evaluate distortion and calibration needs | Geometric distortion, chief-ray behavior, field curvature, and calibration model. | Measure a certified grid or dimensional target at multiple positions and compare error before and after calibration. | For high-accuracy gauging, specify a maximum residual error after calibration that is comfortably below the allowed tolerance. | Controls systematic dimensional error across the image and improves traceable measurement results. |
| 9 | Verify mechanical fit | Mount interface, housing diameter, overall length, mass, adjustment range, cable clearance, and vibration sensitivity. | Compare the mechanical drawing with the camera mount, lens holder, lighting adapter, enclosure, and available travel. | Allow installation clearance around the housing and ensure the mount can support the lens without optical-axis movement. | Prevents assembly interference, focus drift, and alignment changes during operation. |
| 10 | Validate complete system integration | Camera interface, triggering, exposure time, frame rate, data bandwidth, software calibration, and environmental conditions. | Run a representative production trial with the final camera, lighting, fixture, motion profile, and image-processing settings. | Check that exposure time prevents motion blur, the interface supports the required data rate, and calibration remains valid after thermal warm-up. | Confirms that optical performance translates into stable, repeatable inspection results on the production line. |