Spindles and tool holders are in a constant battle with the forces of nature, with this battle becoming more and more difficult with heavier cuts and longer projections. Chattering and deflection have always been the bane of machinists’ existence, so much so that the sight of a long and slender toolholder will immediately cause goosebumps.

If you understand why a long tool holder behaves the way it does, you’ll know that there are ways to fight back against this bending. Every machinist knows that short and stubby holders are more resistant to deflection than long and slender holders. You’ve also probably heard that, if possible, you’ll want most of your cutting forces to be axial rather than radial.

Not only does this fight chatter in operations like boring, but your spindle also is better equipped to handle loads in this axis. However, these options aren’t always going to be on the table, especially in unavoidable long-reach situations and many milling operations.

In this constant battle with tool deflection, much time and effort has been spent designing shorter holders, stiffer tools, and clever anti-vibration geometry and materials. But oftentimes, the body diameter(s) of the holder can be overlooked as a means of increasing rigidity, especially in situations where it is all you have to work with. This is a serious shame, as you’ll soon discover.

The concept of dual-contact technology has been around for years, existing in many different forms but always with the same goal of capitalizing on this untapped potential of rigidity. For those who don’t know, dual contact refers to the shank contacting the spindle taper and the spindle face simultaneously.

Oftentimes, the solution involved ex post facto alterations to the spindle or tool holder, such as using ground spacers or shims to close the gap, for example. In other words, there was no standard solution, and if you wanted dual contact, you would have to be prepared to spend time and money either buying modified tool holders or modifying them yourself to adapt them to your spindle.

BIG-PLUS emerged as a solution to this issue. Essentially, both the spindle and tool holder were ground to precise specifications so that they closed the gap between spindle face and flange in unison (while depending on very small elastic deformation in the spindle). What this meant is that operators were able to confidently switch BIG-PLUS tooling in and out of a BIG-PLUS spindle and achieve guaranteed dual contact.

Not only that, but standard tooling could still be used in a BIG-PLUS spindle if necessary, and vice versa.

Though not technically an international standard, it’s been adopted by many machine tool builders because of the clear performance improvements and simplicity. In fact, BIG-PLUS spindles come standard on more machines than you would think. We often come across operators that have machines with BIG-PLUS spindles and don’t even realize it.

How exactly does dual contact help with tool rigidity? The torque (or moment) exerted by the cutting forces is maximized at the point where the holder and spindle meet, the base of the tool holder. With standard CAT40 tool holders, this would be the gage line diameter. When the holder contacts the spindle face via BIG-PLUS, the effective diameter would be the larger diameter of the v-flange, since this is the new anchoring point of the holder and spindle. So, you are beefing up the diameter at the point where the reactionary force is greatest.

It’s not too much of a leap to conclude that a larger effective diameter will give you more rigidity. That being said, you may still be asking yourself: does such a seemingly small increase in diameter really make a difference? To understand the effect of BIG-PLUS, you must understand the physics behind it.

Imagine a simple scenario in which a tool holder is represented by a cylindrical bar that is fixed at one end and free-floating at the other. In other words, a cantilever beam. If you think about it, this is essentially what a tool holder becomes once it’s secure in the spindle. Now, let’s introduce a radial force F that acts downward at the suspended end of the bar, which represents a cutting force you would encounter when milling or boring, for example. The bar, as you might expect, will want to bend downward. It’s similar to how a diving board bends when someone stands at the end, though less exaggerated.

It’s possible to predict the amount of deflection (or inversely, bending stiffness) at the end of this hypothetical bar if you know its length, diameter and material. The expression below represents the stiffness k at the end of the bar where d=diameter, L=Length and E=Modulus of Elasticity

I won’t ask you to do any math here, I just want you to look at the equation. We can see that increasing d will increase the value of k, while increasing L will decrease the value of k, since it’s in the denominator of the equation. This certainly makes sense if you think about it: a short and squat bar (large d, small L) will be more rigid than a long and slender bar (small d, large L). 

Something interesting to note is that d is raised to the 4th power, while L is only raised to the 3rd power. Diameter affects rigidity an entire order of magnitude more than the length does. This is where the power of BIG-PLUS comes from and is why a small increase in diameter can have such a powerful effect on performance.

For a CAT40 tool holder, the gage line diameter is Ø44.45 mm and the flange diameter is Ø63.5 mm. Let’s imagine two bars of identical length and material, so L and E remain unchanged. One bar has a diameter of Ø44.45 mm (standard CAT40) and the other has Ø63.5 mm (BIG-PLUS CAT40).

If you were to plug these values into the above equation for comparison, you would find that the BIG-PLUS holder results in a k value that is around 4 times greater than the standard bar. Based on this comparison, you could say that a BIG-PLUS holder is 4 times as rigid as an identical standard CAT40 holder, because it is 4 times as resistant to deflection.

Think of the tool life and surface finish improvements you would see with a tool that is 4 times more rigid, not to mention the reduction in fretting and potential for reduced cycle time. You would get similar results if you were to make the same comparison for CAT50, BT40, BT30, etc.

If you’re still not convinced, we can also compare the rigidity in this way: Let’s say there is a Ø63.5 mm BIG-PLUS CAT40 bar of some arbitrary length. One of our more common gage lengths is 105 mm, or just over 4 inches, so let’s use it as an example. 

You’re probably wondering, at what length would a comparable standard CAT40 holder have an equal stiffness? If we take our stiffness expression and set it equal to itself (one side representing BIG-PLUS, the other non BIG-PLUS), we can plug in this BIG-PLUS holder length and our known diameters to find our unknown non-BIG PLUS length:

What does this mean? A BIG-PLUS holder of around 4 inches or 105 mm in length will have equal rigidity to a standard CAT40 holder of around 2.5 inches or 65 mm in length. Any experienced machinist will know quite well the difference in rigidity between a 4-inch long holder and a 2.5-inch long holder.

If this is true, we can say that implementing BIG-PLUS is equivalent to a 40% reduction in length in terms of rigidity. Theoretically, a BIG-PLUS tool holder will behave like a standard tool holder that is nearly half of its length! 

Obviously, we’ve used simple and idealized cases here to represent the complicated and dynamic world of metal cutting. Tool holders, of course, don’t have uniform body diameters or materials and the cutting forces usually aren’t acting in one direction in a constant and predictable way. If our holder necks up and down to different body diameters along its length, which is realistically what happens, each of these sections would be its own microcosm of “beam” that would influence the overall behavior (at that point, finite element analysis on a computer becomes the only practical way to predict behavior). 

So, will the advantage of BIG-PLUS really be as dramatic as our hand-calculated classical beam theory suggests? Probably not, but it depends on the tool holder/tool. Most cases will follow our simple model quite closely in practice; others not so much. If nothing else, we’ve demonstrated how dramatically the flange contact of BIG-PLUS can influence rigidity, at least in a purely mathematical sense. 

As if you needed any more reasons to be on the BIG-PLUS bandwagon besides increased rigidity, you will also eliminate Z-axis movement at high speeds, improve ATC repeatability and decrease fretting. This means that you will take heavier cuts, scrap less parts, and increase tool and spindle life.
BIG-PLUS isn’t a new idea by any means, but with a proven track record of tackling tough jobs, it’s hard to imagine working in a modern machine shop and not taking advantage of what it has to offer.

If you’re still not convinced, we can also compare the rigidity in this way: Let’s say there is a Ø63.5 mm BIG-PLUS CAT40 bar of some arbitrary length. One of our more common gage lengths is 105 mm, or just over 4 inches, so let’s use it as an example. 

You’re probably wondering, at what length would a comparable standard CAT40 holder have an equal stiffness? If we take our stiffness expression and set it equal to itself (one side representing BIG-PLUS, the other non BIG-PLUS), we can plug in this BIG-PLUS holder length and our known diameters to find our unknown non-BIG PLUS length:

by Alan Miller  
Originally published in Fabricating & Metalworking  Oct 24, 2018

Shrink-fit and hydraulic holders are especially useful in low clearance, tight work envelopes because of their relatively slim design. This has made them effective in moldmaking applications and more coveted since the widespread adoption of multi-axis machinery. Hydraulic and shrink-fit holders also share a middle-of-the-road gripping strength: about half that of a milling chuck and about double that of collet chucks.

These similarities are why we’re taking the time to compare the two. When it comes to deciding between one or the other, it’s the differences that will guide the choice. So let’s dig into some of the fundamental contrasts that may help you decide which holder type is best for you and your work.

When it comes to the holders themselves, shrink-fit is generally a slightly lower cost. The delicate hydraulic clamping systems built into the holders add cost when compared to the simple and solid bodies of shrink-fit holders. Where the major difference lies is in the equipment needed to heat the shrink-fit holders.

When heated to the proper temperature, the resulting growth of the ID allows the tool to be slipped into the bore. Once cooled, the holder expands, gripping the tool. This process, especially the induction heating, involves cost. Shrink-fit heating systems start at around $5,000 and go up from there. They also require fairly significant power, adding a slight ongoing expense.

If you want to see a full return on your shrink-fit investment and then some, maintenance is critical. When dealing with temperatures that can approach 600 deg F, the stakes are heightened.

This is why we recommend using dry cutting tools without oil on them. From there, diligent attention must be paid to the cleanliness of holder bores and tool shanks. Any contamination will be baked onto the metal and progressively deteriorate performance.

When it comes to hydraulic chucks, maintenance is straightforward as long as the hydraulic chamber stays sealed. To ensure the hydraulic system performs consistently, we recommend using test pins to gauge its force over time.

Hydraulic chucks are infinitely simple. A turn of a wrench locks the tool in place. When it comes to shrink-fit systems, there are a few more factors to consider when getting the team up to speed, including safety considerations. Aside from the operators who handle the tooling and heating system directly, others on the floor need to be made aware of the risk of burns.

Heating stations are usually benchtop arrangements because of the power requirements. This means hot metal will need to be transported across the floor in one form or another. Another training consideration is that tools can be overcooked, so to speak. This will cause permanent damage that harms performance. Operators must understand, know how to prevent and diagnose this.

As mentioned earlier, hydraulic chucks use a simple wrench to lock in the tool. Tools can also be swapped at the machine or offline. When it comes to shrink-fit setups, they must be done exclusively offline where the heating and cooling can be powered. Most heating cycles can be as fast as 15 seconds.

Cooling can take several minutes, even with assistance like air. Having extra compatible holders is a viable solution to speed concerns, if you’re comfortable with the additional investment. All that being said, there are significant time-saving opportunities to be found setting up tools offline. We believe strongly in tool measuring systems and recommend offline setup when and where applicable.

Hydraulic chucks have two specific advantages in terms of vibration and accuracy. The first is that shrink-fit tools and holders are dependent on the heating and cooling processes being consistent. This brings us back to the maintenance section above; the slightest imperfection in the holder bore, not to mention the natural inconsistencies in the heating and cooling processes, can be multiplied at the cutting edge in the form of vibration or runout.

There is also the chance of some variation from operator to operator. Hydraulic chucks are less reliant on these variables and their production is imminently consistent. Once a master bore is established during manufacturing and assembly, it’s a repeatable process over thousands of cycles.

This translates to consistent clamping tolerances and forces over the life of the holder. The second advantage is the natural damping characteristics that hydraulics provide. That’s not to say shrink-fit holders are ineffective in terms of vibration management. Their runout is five times better than side-lock holders.

That brings us to some application talk. While they may not be as precise, shrink-fit holders’ rigidity makes them effective in moderate to heavy milling work where clearance is an issue, and in many high speed scenarios. The superior vibration control of hydraulic chucks makes them good choices for finish milling, reaming and drilling work.

Up to this point, you may think I’m an advocate of hydraulic chucks over shrink-fit holders, but that’s not the case. We offer both products. In fact, shrink-fit holders are fundamentally the perfect tool holder. From an engineering perspective, there are no moving parts, no additional components, they use the properties of the holder itself to grip the tool and they’re symmetrically round. But as we all know, a manufacturing floor is not a perfect environment. Variables must be considered when choosing equipment.

Should the choice between hydraulic chucks and shrink-fit holders come up, the factors discussed here will help guide your choice.

With this innovative centering tool from Big Kaiser, spindles and tools can be centered quickly and easily.  It's ideal for limited spaces within small lathes.  The Centering Tool is a static dial gauge for easy centering.

• Reduce setup time
• Centering the tool holder is simplified since the dial gauge position is static and in front
• Easy setting with a fine adjustment mechanism
• Magnetic base allows for flexible mounting positions

Check out the technical video below to learn how to get center on your CNC Lathe.

Richfield, Wisconsin. 
The  Mini Tools line from Carmex, combining long-reach carbide shank toolholders, through tool coolant, with a wide selection of quick indexing coated inserts, are designed for high performance threading, turning, grooving, boring, and chamfering in conventional and hard materials.

Applications include threading – threads with large pitch/profile, long thread generation, and applications requiring over-hang.

The carbide shank toolholder with through coolant provides excellent vibration resistance combined with long reach.

Inserts feature BLU submicron grade carbide with advanced PVD triple layer coating for high heat resistance and smooth cutting operation. Inserts are available in a variety of sizes and configurations.

According to Jeff Dei, president of Carmex USA, “The new Mini Tools line is another example of Carmex’s emphasis on top quality tooling for smaller parts. The increasing market for Swiss-style machining on smaller complex parts includes multiple applications in fields such as aerospace, medical tools and implants, the energy industries, and others. The Carmex combination of innovative product design and superior quality is helping our customers meet these new challenges and maintain a competitive edge.”

Kurt Machining (Minneapolis, Minnesota) specializes in providing precision CNC machined parts, using state-of-the-art technologies and up to 5-axis machining. Since 1952, this 110,000 sq. ft. shop has provided its customers in a variety of high-quality demand markets with components and welded assemblies. These include aerospace, defense, semiconductor, energy, automotive and more.

Eisenshank turned to his local tooling distributor, Abrasive Specialists, Inc. (ASI) and their tooling partner, Platinum Tooling, for suggestions. Leigh Kinnan of ASI worked with the local Platinum Tooling representative, Cody Papenfus, to test run a Heimatec speed increaser, with the goal of increasing RPM on the machine and decrease part cycle time, with a documentation of the potential savings.

After performing the calculations in consultation with Preben Hansen, president of Platinum Tooling and exclusive importer for Heimatec products in North America, it was determined a significant savings could be realized.

Detailing the application, ASI demonstrated that a 1:3 speeder, increased the spindle RPM enough that when coupled with the nearly 3X increase in the feed rate on the machine, would produce a significant improvement to the current machining cycle.

Calculating the reduction in machining cost per part and factoring the cost of the speed increaser, it was determined the use of the Heimatec product onboard the Hwacheon turning center would result in a 9X cost saving for the customer, in the first year’s production run on this engraved aluminum component.

As Shawn Eisenshank notes, “This is one of those classic scenarios, where the theoretical has proven out in practice, as we’ve seen exactly the results ASI and Platinum Tooling proposed in their test calculations.”

Cody Papenfus of Hexis in Plymouth, Minnesota, who is the area rep for Platinum Tooling adds, “We say we put our expertise to work at the spindle of the machine and, in this case, that’s exactly what happened. The speed increaser performed as expected, the customer got the results promised and it was a win-win, for all. We serve our customers for the long haul and successes like this one are the big reason.”

Kurt Machining performs both vertical and horizontal milling and turning, complex assemblies and weldments, delivering with rapid lead times. CAD compatibility is offered for web-based communications and fully interactive manufacturing engagement for its customers.

The company performs contract manufacturing in high quantity as well as prototyping for new designs. Kurt also performs impact extrusion, heat treating and cleanroom operations including ultrasonic cleaning of stainless steel and aluminum components and assemblies, with cleaning to Class 1000 with 100 protocol.

The company is ISO 9001:2015 and AS9100D plus NADCAP Certified. Kurt Machining is quality certified by the U.S. Government to MIL-Q-9858 and MIL-I-45208.

Accu is the message that is displayed when the battery needs to be changed.

This message does not mean there is an error or accuracy malfunction with the boring head. The head should still continue to function for a few more adjustments. If this message appears on the EWE heads, the wireless connectivity to the App and history functions are deactivated until the battery is replaced.

Excellent Rigidity
Another important feature of the Mogul Bar series is high rigidity. Mogul Bars increased rigidity is a result of a newly designed bar head configuration and a minimal flat width on the bar.

Steel shank Mogul Bars can machine as deep as L/D=5, a depth which nor-mally requires expensive carbide shank boring bars.

NTK carbide shank Mogul Bars can machine up to L/D=7 depth and this gives users flexibility of machin-ing deeper bores in a single process. rigidly and mini-mal flat widths reduce vibration.

Variety of Insert Grades
NTK offers both coated carbide grades and cermet insert grades for Mogul Bars. As most tooling engineers know, cermet grades can machine at faster speeds with higher productivity, provide better sur-face finishes and can achieve more accurate dimen-sion control, than carbide grades. These benefits come from the fact that the primary substrate of cermet grades, Tin /TiC, are chemically stable compared with WC of carbide grades and have better adhesion resistance.

Mogul Bars are available from a minimum machining diameter of 5mm. With the combination of NTK unique chipbreakers, you can enjoy better chip control and highly rigid boring bars. In comparison with solid carbide boring tools, Mogul Bars has cost advantage as well.

If you are facing chip control or chattering issues, NTK believes that Mogul Bars can be the answer to your problems.

Over the years, many of our customers have come to us because they were regularly breaking taps.

This meant that the holes had to go from a depth of .150" to .190". The 2-56UN thread’s major diameter was .086", and the drill diameter .070".

Repeatability was nearly impossible on his CNC equipment, and he literally came in every Saturday to tap the holes by hand. When he started talking with us, he was breaking his taps after only 20 holes — an extraordinarily short tool life.

By re-examining his technology, and switching to Carmex Precision thread milling, he was able to accomplish the threading of 683 holes with a single thread-mill on his CNC equipment.

Despite the number of passes, the wear factor between the first and the last holes could only be measured in tenths, and the customer was able to get the thread detail back to its original .150" full thread depth. Perhaps just as important, his Saturdays are now “tap-free.”