UNIT 3: MACHINE TOOL DESIGN
I. FUNDAMENTALS OF MACHINE TOOLS & KINEMATICS
A. Definition & Classification of Machine Tools
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Definition: Machine tools are power-driven, non-portable machines used to shape metal (or other materials) by removing material (machining) or deforming it (forming). They provide controlled relative motion between the tool and workpiece.
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Classification:
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By Work Material: Metal-working, wood-working, stone-working.
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By Operation: Turning, drilling, milling, grinding, gear cutting, boring.
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By Degree of Automation: Manual, semi-automatic, automatic.
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By Control: Conventional (mechanical/hydraulic), Numerical Control (NC), Computer Numerical Control (CNC).
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B. Kinematical Structures of Machine Tools
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Kinematic Chain: A series of connected links (rigid bodies) and joints (kinematic pairs) that transmit motion from the input (motor) to the output (tool/workpiece). It defines all possible motions.
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Kinematic Diagram: A simplified schematic representing the kinematic chain using standard symbols for links and joints. It abstracts away physical details to show motion paths.
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Kinematical Features:
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Degrees of Freedom (DOF): Number of independent motions possible in the system.
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Independent Motions: Motions that can be controlled separately (e.g., spindle speed, table feed). A machine tool's complexity is often defined by its number of independent motions (e.g., 3-axis CNC has 3 independent motions).
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Structural Analysis: Involves identifying the basic structure (main frame, supports) and kinematic structure (motion transmission elements like gears, lead screws, belts).
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C. Ray Diagrams & Speed Diagrams
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Ray Diagram:
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Definition: A graphical method to visualize and design the speed range of a machine tool spindle, typically driven by a cone pulley or gearbox.
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Construction: Speeds are plotted on a logarithmic scale (for equal ratios). Rays originate from a common point (representing motor speed) and intersect the speed lines. Each ray represents a specific transmission ratio (e.g., a particular pulley/belt combination or gear pair).
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Application: Ensures even distribution of speeds (geometric progression) and identifies overlapping speed ranges.
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Formula for Geometric Progression: $$\displaystyle \phi = \sqrt[n-1]{\frac{N_{max}}{N_{min}}} $$, where $\phi$ = progression ratio, $n$ = number of speeds, $$\displaystyle N_{max/min} $$ = max/min speeds.
\boxed{\phi = \sqrt[n-1]{\frac{N_{max}}{N_{min}}}}
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Speed Diagram:
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Definition: A plot of spindle speed (N) vs. transmission ratio (i) for a given motor speed ($$\displaystyle N_m $$). It directly shows the speed steps achieved by each gear/pulley combination.
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Construction: Speed $$\displaystyle N = N_m / i $$. Plotted on linear or log scales.
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Purpose: To determine the actual speed steps and check for gaps or overlaps. Used for optimizing gear/pulley sizes.
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Distinction:
| Feature | Ray Diagram | Speed Diagram | | :--- | :--- | :--- | | Purpose | Design & visualize speed range & distribution | Determine actual speed values for each step | | X-axis | Transmission ratio (i) | Transmission ratio (i) or Step Number | | Y-axis | Spindle Speed (N) on log scale | Spindle Speed (N) on linear or log scale | | Key Use | Ensuring geometric progression, avoiding gaps | Selecting specific gear/pulley diameters |
D. Need for Speed Variation in Machine Tools
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Rationale: Cutting speed ($$\displaystyle V_c = \pi D N / 1000 $$ m/min) must be optimized for:
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Tool Material & Workpiece Material: Different combinations have optimal $$\displaystyle V_c $$ (e.g., HSS vs. carbide; steel vs. aluminum).
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Tool Life: Taylor's Tool Life Equation: $$\displaystyle VT^n = C $$. Higher $V$ reduces tool life exponentially.
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Surface Finish: Optimal $$\displaystyle V_c $$ minimizes built-up edge and vibration.
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Operation Type: Roughing (lower $$\displaystyle V_c $$, high feed) vs. Finishing (higher $$\displaystyle V_c $$, low feed).
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Conclusion: A wide, finely divisible speed range is essential for productivity (high speed for finish) and economy (low speed for tool life in roughing).
II. DESIGN PARAMETERS: SPEED, FEED, AND POWER
A. Selection of Speed Ranges
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$$\displaystyle N_{min} $$: Determined by minimum practical cutting speed for the hardest material/operation and minimum spindle speed for safe, vibration-free operation.
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$$\displaystyle N_{max} $$: Determined by tool material limit (centrifugal force on inserts), workpiece material (safe speed for balance), and machine rigidity.
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Geometric Progression: Preferred for equal speed ratio between steps. Ensures no large gaps and simplifies design. Progression Ratio ($\phi$) is key.
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Number of Speed Steps ($n$): A compromise between cost (more gears/pulleys) and flexibility. Common values: 6, 8, 12, 16.
B. Selection of Feed Rates
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Factors: Tool geometry (nose radius), work material, machine/ workpiece rigidity, surface finish requirement, depth of cut.
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Typical Ranges (mm/rev):
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Roughing: 0.2 - 1.5 (higher for heavy cuts)
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Finishing: 0.05 - 0.3 (lower for better finish)
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Drilling: 0.1 - 0.5
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Threading: Equal to pitch.
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C. Power Requirements
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Estimation: $$\displaystyle P_c = \frac{F_c \cdot V_c}{60 \times 1000} $$ kW, where $$\displaystyle F_c $$ = cutting force (N), $$\displaystyle V_c $$ = cutting speed (m/min).
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Cutting Force ($$\displaystyle F_c $$): Depends on specific cutting force ($$\displaystyle k_s $$), depth of cut ($$\displaystyle a_p $$), feed ($f$): $$\displaystyle F_c = k_s \cdot a_p \cdot f $$.
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Motor Power ($$\displaystyle P_m $$): $$\displaystyle P_m = \frac{P_c}{\eta_{total}} $$, where $$\displaystyle \eta_{total} $$ = overall efficiency (transmission, spindle bearings, etc., typically 0.7-0.85).
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Selection: Based on maximum power demand (heavy roughing) but must also handle average loads. Service factor (1.1-1.25) often applied.
D. Integrated Design
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Holistic Approach: Speed, feed, and power are interdependent via $$\displaystyle P_c \propto a_p \cdot f \cdot V_c $$.
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Balancing: For a given machine:
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Low-speed, high-torque end must provide sufficient power at low speeds for heavy roughing.
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High-speed end must be within tool and spindle limits.
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Feed-drive must be powerful enough for the chosen depth/feed at any speed.
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Design must meet requirements for the hardest material and most demanding operation the machine is intended for.
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III. METAL FORMING PROCESSES & TOOL DESIGN
A. Cold Working of Metals
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Definition: Deformation of metal below its recrystallization temperature.
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Effects:
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Strain Hardening: Dislocation density increases → increased strength & hardness, decreased ductility.
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Residual Stresses: Non-uniform deformation → internal stresses.
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Surface Finish: Generally good, but may have stress-corrosion cracking susceptibility.
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Common Operations: Rolling, drawing, bending, squeezing, cold forging.
B. Rolling Mills
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Types: Two-high, Three-high, Four-high, Cluster (Sendzimir).
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Detailed: Three-High Roll Mill:
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Principle: Three rolls in a triangle. Top & bottom rolls driven, middle roll rotates by friction. Workpiece passes top→middle→bottom in one revolution.
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Pass Arrangement: Used for reducing thickness of bars/sections in multiple passes. Can have reversing or three-stand continuous arrangements.
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Advantages: Higher reduction per pass than two-high; no need to reverse rolls for each pass.
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Disadvantages: Roll diameter limited by middle roll size; complex roll force balancing; not suitable for very wide plates.
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C. Forging & Die Design
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Design Principles for Forging Dies:
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Draft Angles: 3°-7° on vertical surfaces to facilitate ejection.
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Fillets & Radii: Large fillets (≥3x stock thickness) at corners to reduce stress and improve metal flow. Radius on parting line to avoid sharp edges.
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Parting Line: Should be single, straight, on a single plane if possible. Located on flat surface or largest cross-section to aid in flash formation and die closure.
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Flash Design: Flash gutter (1.5-3x stock thickness) and flash land (0.5-1.5 mm). Purpose: Controls excess metal, builds pressure in die cavity, protects die edges.
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Material: Tool Steels (e.g., H-13, H-11) for hot forging; Carbide for high-volume, abrasive materials.
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D. Flow Molding (Flow Forming)
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Definition: A cold forming process where a rotating metal tube is axially compressed by rollers, causing the wall to flow and thin over a mandrel.
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Process: Tube rotates; one or more rollers (with specific profile) press against the tube, forcing it to conform to the mandrel shape. Wall thickness reduces, length increases.
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Applications: Manufacturing axisymmetric, thin-walled, high-strength components: cylinders, pressure vessels, automotive wheels, rocket motor cases.
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Tooling: Mandrel (defines inner diameter/shape), Rollers (defines outer profile). Requires precise CNC control.
IV. TOOLING: JIGS, FIXTURES, AND GAUGES
A. Jigs vs. Fixtures
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Jig:
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Definition: A work-holding device that also guides the cutting tool to the correct location and orientation.
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Function: Locates & Clamps workpiece + Guides tool (e.g., drill jig with bushings).
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Use: For drilling, reaming, tapping where tool guidance is critical.
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Fixture:
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Definition: A work-holding device that only locates and clamps the workpiece. Does not guide the tool.
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Function: Locates & Clamps workpiece with reference to machine tool's own axes (e.g., milling fixture, welding fixture).
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Use: For milling, turning, grinding, inspection where machine provides tool path.
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Comparison:
| Aspect | Jig | Fixture | | :--- | :--- | :--- | | Tool Guidance | Yes (bushings) | No | | Primary Function | Locate, Clamp, Guide | Locate, Clamp | | Typical Operations | Drilling, Reaming | Milling, Turning, Grinding | | Complexity/Cost | Generally higher | Generally lower |
B. Principles of Location & Clamping in Fixtures
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Principles of Location (3-2-1 Principle):
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Concept: A workpiece in space has 6 degrees of freedom (3 translational, 3 rotational). To fully constrain it, 6 independent locators are needed.
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3-2-1 Rule: Use 3 points on one plane to restrict Z-translation & X,Y-rotation. Use 2 points on a perpendicular plane to restrict Y-translation & X-rotation. Use 1 point on the third plane to restrict X-translation & Z-rotation.
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Datum: The reference surface/feature (primary, secondary, tertiary) against which locating is done.
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Clamping:
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Purpose: Secure workpiece against locating surfaces and cutting forces.
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Elements: Clamps (toggle, screw, cam), Straps, Bolts, Quick-acting mechanisms.
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Design Considerations:
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Rigidity: Clamping force must exceed cutting forces.
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Accessibility: No interference with tool path or chip flow.
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Deformation: Avoid clamping on thin/soft sections.
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Safety: Operator safety, positive locking.
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Efficiency: Quick loading/unloading.
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C. Design of Gauge - Thread Snap Gauges
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Purpose: GO/NO-GO inspection of thread pitch diameter for batch acceptance. Fast, pass/fail check.
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Design Features:
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Type: Ring gauge for external threads (bolts), Plug gauge for internal threads (nuts).
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GO Gauge: Must fully engage the thread with hand force. Checks minimum pitch diameter (material present).
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NO-GO Gauge: Must not engage beyond a specified number of threads (usually 1-2). Checks maximum pitch diameter (not undersized).
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Tolerance: Based on thread class (e.g., 6H, 6g). Gauges are made to gauge makers' tolerance (typically 10% of thread tolerance).
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Wear Allowance: Applied to GO gauge only (made slightly smaller initially) to account for wear and maintain rejection of bad parts.
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Construction: Hardened, ground tool steel. Threads are precision ground.
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Calibration: Periodic checking with master ring/plug and thread micrometer.
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V. ELECTRICAL DRIVES FOR MACHINE TOOLS
A. Types of Electrical Drives
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DC Motors:
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Shunt: Constant speed, good regulation. Used for constant speed drives (e.g., pumps).
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Series: High starting torque, speed varies with load. Used for cranes, elevators.
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Compound: Combines characteristics. Used where moderate starting torque & better regulation needed.
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AC Motors:
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Squirrel Cage Induction: Rugged, low cost, maintenance-free. Constant speed (slight slip). Speed control requires VFD.
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Slip-Ring (Wound Rotor) Induction: High starting torque, speed control via external rotor resistance. Used for heavy-duty cranes, mills.
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Stepper & Servo Motors (CNC):
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Stepper: Open-loop, precise positioning in steps. Lower torque, can lose steps.
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Servo: Closed-loop (with encoder/resolver), high torque, high speed, precise position/velocity control. Used for axis drives in CNC.
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B. Selection Criteria & Control
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Matching Characteristics:
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Starting Torque: Must overcome static friction & initial cut (high for heavy machines).
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Speed Range: Required $$\displaystyle N_{max}/N_{min} $$ ratio (e.g., 10:1 for lathe, 1000:1 for thread grinder).
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Speed Regulation: How constant speed under varying load (important for finishing).
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Overload Capacity: For intermittent heavy cuts.
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Basic Control:
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Direction: Reversing motor terminals or using contactor arrangement.
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Speed: For DC - armature voltage/field flux control. For AC - VFD (Variable Frequency Drive) is dominant. VFD changes frequency (f) and voltage (V) to control induction motor speed: $$\displaystyle N_s = \frac{120f}{P} $$.
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Variable Frequency Drives (VFDs): Modern standard for AC motor speed control. Provide soft starting, energy savings, and precise speed regulation. Convert AC to DC, then invert to variable-frequency AC.
[!TIP] Exam Focus: Be prepared to compare/contrast Ray vs. Speed Diagram, Jig vs. Fixture, and justify the need for speed variation using Taylor's equation. Know the 3-2-1 principle and thread gauge types (GO/NO-GO) thoroughly. For electrical drives, know which motor type suits which machine tool requirement (constant speed vs. variable torque).