Dave,
I didn't use scan mode, it was discrete points. As far as I remember, I used to take one hit in the center of the datum target area and an 8-point circle around the outer periphery. The thinking was that this would get close to where the high points were most likely to be.
If the datum target areas were coplanar, then I would create a plane using all the points and find the high points of that plane. If the datum target areas were not coplanar (i.e. some sort of step datum feature), then it was more of a pain. The CMM software didn't have a canned routine for it, so I wrote a custom routine to find the high points. There were typically secondary and tertiary datum targets involved as well, so the high points would change after the calculation. Usually the alignment had to be iterated two or three several times before it converged sufficiently.
Fortunately, the success of the alignment can be tested. The datum target areas can be re-probed after the alignment, and each area should have one point that reads nominal and all other points reading below nominal.
In hindsight, this does seem like a lot of work, doesn't it? Now that I think about it, the targets were half-inch diameter and not quarter-inch. I'm not sure that I would have done all this on quarter-inch targets, because the potential error would not have been as big.
The reason I was going to all this trouble on sand castings was that the CMM program was pre-screening the castings before machining. The castings were often so warped and distorted that they couldn't be machined properly - there would be insufficient machining stock in some areas, too much in others, etc. The CMM program was used to screen out the bad castings so that time wouldn't be wasted fixturing and machining them. So the program probed the part on datum target areas that corresponded exactly to the machining fixture locators, then inspected the critical surfaces. We could have built an inspection fixture, but this was a very small company and there weren't a lot of in-house resources for things like that. There were also several different castings that needed this treatment, so several different fixtures would have been needed. I was able to use the generic CMM fixturing kit to hold all of the different castings.
Evan Janeshewski
Axymetrix Quality Engineering Inc.