Technical Blog courtesy of Techniks USA
​Edited and amended by Bernard Martin

If you work in the metalcutting, signmaking or cabinet making manufacturing industry, the term “collets” is already very familiar to you.

​There are many types of collets used in many different industries and applications. This article is focused on collets used in rotary tool holders found in CNC milling machining centers and CNC Routers and also used in CNC Lathes and Swiss Style CNC's. 
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 Let's cover the basics:

Collets are the critical connection between the cutting tool and the tool holder, also called a collet chuck. Most collets are round, cone-shaped, and slotted. Collets encircle the cutting tool shank to evenly distribute holding power around its center bore.
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Before getting too deep into the technical aspect of collets, It's going to be helpful to anyone new to the use of collets to understand the basic anatomy of collets and of a collet chuck system.

The tapered collet base is made to fit into the collet pocket of the collet chuck body. The free release locking tapered (16°included, 8° per side) design of the collet base and collet pocket allows the collet to be centered in the pocket as it is pushed in by the collet nut on the lead face during setup.

This centering effect enables the collet to achieve a high degree of accuracy (concentricity); much more than drill chucks and side-lock style end mill holders.

As he collet nut is tightened down on the collet, it is pushed into the pocket collet chuck pocket.  The slots in the collet allow the I.D. bore to collapse and apply clamping pressure to the cutting tool shank. It's essentially a spring that is compressed tight around the shank of the cutting tool such as a drill or end mill.

​The result is a very strong and rigid clamping force on the cutting tool. Since the collet base is tapered to match the collet pocket, tool runout (T.I.R.) is reduced.

Total indicator runout (TIR) is a term often used in manufacturing, especially when dealing with rotating parts such as cutting tools, particularly endmills and drills. TIR is defined as the difference between the maximum and minimum values measured across an entire rotating surface about a reference axis.

By John Zaya, Product Specialist, BIG DAISHOWA—Americas

As the title implies adjusting screws, also known as back-up screws, stop screws and preset screws, are not just a simple set screw. They are a screw with a purpose--three actually.

The first is to provide a fixed stop for a cutting tool to rest against during tool changes. This allows an operator to save time as they do not have to pull out a ruler, setting jig, etc. to reassemble the cutter into a holder.

A secondary purpose of the adjusting screw is to assist the tool holder in keeping the cutter from being pushed up into the holder if the cutting loads increase to the point where the tool may slip up into the holder.

​The third is to offer sealing for coolant-through tools. ​

When an old cutter is swapped out and a new one put in its place, the repeatability of this process will vary based on a few parameters such as cleanliness and the OEM cutting tool overall length tolerances.

Cleaning the clamping bore or collet of a holder provides better runout repeatability which should be old news to everyone, but if old coolant and contaminants are not removed, they would get jammed between the end face of the shank and the adjusting screw, affecting the length setting. 

Cutting tool overall length tolerances may also vary from one OEM to another. We have seen them range from ±.3mm to ±.5mm (±.012” to ±.019”). Others may be tighter or looser.

​Most modern machining centers come with tool length offset measurement systems which will provide the final precise gage length of a tool assembly. With the rough position provided by the adjusting screw, the machine operator can continue working and does not need to worry about tool clearances and stick outs. 

The clamping mechanism of the holder also affects the length repeatability. Both hydraulic chucks and milling chucks are radial clamping systems, whereas a tapered collet is drawn down into a taper by a threaded nut. This draw down causes the cutter to be drawn down as well.

​For this we have two types of adjusting screws: HMA/HDA solid type and NBA rubberized type. The solid type is a one-piece steel construction part, whereas the rubberized type has a rubber padded conical pocket that absorbs the axial travel of the cutter shank as the collet is clamped. 

Milling chucks also have a second type of adjustment screw option that can be built into the back end of a reduction sleeve. As cutting tool diameters get smaller, the length of the shank also gets shorter.

​As such, the end face of the shank may not reach the HMA adjusting screw when installed it the body of the holder. The AC Type Collet adjuster screws into the back end of the reduction sleeve where the shank the tool can easily be reached. 

It is always recommended to consult the tool holder catalog or technical documentation to ensure that a holder can support an adjusting screw. Some holders are very short or have very deep internal features that may not allow for the use of any adjusting screw. In those cases, a depth setting ring or collar on the shank of the cutting tool may be an acceptable alternative. 

Caution should be used on shrink-fit holders. Thermal expansion/contraction occurs in all three axes, so as the body of a shrink-fit holder cools down it will draw the cutter down jamming onto the adjusting screw. This could lead to damage to the screw, the holder or the cutter. 

The ER Collet Fixtures provide a simple and low profile solution for clamping cylindrical workpieces using the same technology you are already familiar with in your rotary toolholders.

It’s been estimated that a tool with a run-out of 50% of the tool’s chip load will reduce its tool-life by 40%.

That means that a 1/8” tool with a 0.00019” chip load per tooth will lose 40% of its tool-life with a run-out of less than 0.0001”.
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Excessive and inconsistent run-out from a properly setup ER collet chuck assembly typically occurs due to friction build-up between the 30° face of the collet and the collet nut.

The result?

• Improved tool runout
• Longer tool-life
• Less frequent tool changes
• Improved surface finishes

Other Parlec P3 collet advantages:

• 3 micron T.I.R
• Fewer slots that standard collets making them more rigid – in the cut!
• Special slotting seal for coolant up to 2,000 PSI

​Don’t throw away you ER collet chucks to improve accuracy
Try Parlec P3 collets and supercharge your ER collet system.

Written and edited by Bernard Martin

One of the most important elements of the toolholding 'system' is the collet nut. Each toolholder "system" consists of a precision ER tool holder that comes with a special "Power Coated" high power nut that holds tighter than any other nuts.

According to Techniks, the 'Power Coat' nut is the secret to their high holding power. Because it holds so tight, the 'Power Coat' nut improves T.I.R., extends carbide tool life, and improves finish in heavy milling operations.

Techniks recommends that for best results always tighten the nut to the proper torque using a torque wrench with a tightening stand, and never over-tighten the nut because this can damage both the collet and the collet pocket.

To demonstrate the difference between an uncoated and coated collet nut, Mike Eneix, from Techniks did some testing.

He took an uncoated, imported nut and put it to the test against the Parlec PowerCOAT nut. Mike took them to the limit to see which one gives you more holding power.  Check out the video below!

Micromachining, cutting where the volume of chips produced with each tool path is very small, is not a high-speed operation in relation to chip load per tooth. Rather, it involves a high spindle speed relative to cutter diameter. The part may be physically larger, but details of the part require ultra-small profiles achieved only by micromachining. In other words, micromachining is not limited in scope to only miniature parts.

TOOLHOLDING
In medical work, where tight tolerances are standard, dynamic runout; the measurement of the spindle at high speeds, performed using laser or capacitance resistance technology, and balance must be controlled to deliver and maintain viable tool life.

A holder with 0.00060" runout accuracy produced nearly two-thirds fewer holes, only 800. In this scenario, the shop could save hundreds of dollars a month in carbide costs – as well as labor costs due to less tool changing – by making one smart tool holder choice.

Holder attributes that can boost production include symmetrical design, a perfectly concentric collapse of the collet around the cutter, and a ball-bearing raceway nut with precision-ground threads.

CHALLENGES
While these characteristics are good rules of thumb, things change fast in this field and, like our customers, we must adapt as trends emerge.

Batch sizes are getting smaller. Bone screws, for example, were typically run on multi-axis, Swiss-type lathes where the same tools and programs ran for days at a time. Traditionally, prototyping in this arrangement was not an option because of the complexity and time involved in programming and setup. Today’s need for customized sizes demands flexibility and quick changeover to remain productive.

We are investing a large portion of our research and development (R&D) in tackling this challenge. We are working on hydro-clamping tool holder systems that could make the decades-long approach of using ER collets obsolete. It would make it possible, for example, to perform a simple drill change on a gang slide in seconds.

COOLANTS
Another trend in medical manufacturing being driven by the U.S. Food and Drug Administration (FDA) is clean machining without the use of water-soluble coolants.

We are focusing on two features:

• Holders that remain completely sealed to outside atmosphere
• Very small delivery holes in collet faces or clamping nuts that properly restrict gas flow
  

TOOLING
Tool considerations also must be taken into account to keep up with the demanding medical field. Better results often cannot be achieved by simply increasing spindle speeds or using smaller tools; a deeper understanding of cutters is necessary.

We consider tools with diameters <3mm to be micro tools. These aren’t simply smaller versions of their macro counterparts. They have geometric considerations all their own. For example, the 1mm Sphinx drill can run at 80xD. But this is only possible because the cylindrical shaping extends further down the tool, closer to the tip, to facilitate pecking and maintain strength.

Tool carbide should be ultra-fine grain (nano or submicron grain size) to ensure high abrasion resistance and good toughness. Coatings are valuable too, but it’s important to understand how coatings can negatively impact micro tool performance. Micro tools have extremely fine surface finishes and sharp cutting edges. Coatings can fill in valuable space – a flute on a drill, for example – needed for proper chip evacuation, which is critical in these applications.

Coatings must be ultra-thin (<1µm) and smooth; our experience shows that misapplied coatings result in poor tool life due to breakage; the coating reduces cutting edge sharpness, increasing torque force on the drill. When coating is necessary, consult with the cutting tool manufacturer to provide this directly.

Chips and small tooling naturally do not get along well. Compensating for low spindle speeds with tools that have more flutes support an ideal feed rate, but chip evacuation may suffer. Determining the appropriate chip load – as close to the cutting edge as possible – allows operations at the highest possible spindle speed, accelerating the cycle and improving surface finish.
Optimal conditions exist when the chip load is relatively equal to the cutting edge radius.

Many micro end mills are designed so the cutting edge radius has a positive rake angle to create a shearing action. A chip load less than the cutting edge radius often results in a negative rake angle where the tool rubs rather than cuts. This increases the force required and generates more heat which can result in built-up edges and poor tool life. A chip load significantly bigger than the cutting edge radius often leads to premature failure because the tool is not robust enough to withstand such forces.

MACHINE TOOLS
Micromachining requires machine tools with very high sensitivity, fine resolution in the feed axis, and very precise spindles capable of high speed with low dynamic runout. For micro-drilling operations, specialized micro machines are best.

Micro milling machines are suited for small tools and small workpieces. They are characterized by spindle speeds faster than 50,000rpm using small HSK tool holders such as HSK-E32, E25, or E20. With the right holder, tool runout can be controlled to less than 1µm (0.000040") at the cutting edge, ensuring sub-micron accuracy.

In medical micromachining, understanding each piece of the equipment puzzle is critical. It’s also important not to make assumptions based on other tools or parts you may have worked with, especially in more standard sizes. Invest the right time and energy in gearing up for the next medical job and you’ll get more parts done right faster.

The four critical requirements for tool holders are clamping force, concentricity, rigidity, and balance for high-spindle speeds. When these factors are dialed in just right, there’s nearly no chance of holder error and considerable cost reduction is achieved thanks to longer tool life and reduction of down-time due to tool changes. 

Easier said than done, our experts shared some of their best, quick-hitting advice for top tool holder performance in different situations. 

Long-reach milling has some unique demands; when setting up this type of job, always balance tool holders as a complete assembly. While many tooling providers pre-balance their holders at the factory, it’s often inadequate, especially for long-reach applications.

 Wear and tear on holders can be costly in the end, but there are ways to protect against it. Inspect and care for your holders. Trauma on a holder or spindle—dings, scratches, gouges, etc.—can magnify quickly. One bad holder can spread its problems like an illness. If you’re seeing disruptions like these on your holders, get them out of the rotation. 

Looking for affordable ways to avoid vibration? Start by opting for a holder with a combination of the largest diameter and shortest length possible.

What many don’t realize about tapping operations is that a perceived strength of collet chucks—their rigidity—can actually be detrimental. Rigidity does very little to counteract the dramatic thrust loads imposed on the tap and part, exacerbating the already difficult challenge of weathering the stop/reverse and maintaining synchronization.

Five-axis machining introduces a whole new set of tooling challenges. While important in any type of machine, balance may be of most importance in full five-axis work. A well-balanced holder helps ensure the cutting edge of the end mill must be consistently engaged with the material in order to prevent chatter and poor surface finish quality. 

If you have to choose between shrink-fit and hydraulic holders in a long-reach application, consider the spindle speed required. If a hydraulic chuck exceeds its rated RPM, fluid is pulled away from the holder’s internal gripping gland, causing loss of clamping force. But when used within its recommended operating range, a hydraulic tool holder offers superior runout and repeatability. On average, a good shrink-fit holder has about 0.0003-inch runout, while a hydraulic chuck offers 0.0001 inch or better.

The cutting tool affects holding ability more than most machinists and engineers realize:

1. Polished shanks reduce friction, as does the cleanliness.
   
2. Oil and coolants reduce gripping power.
3. Cutter shank roundness is often assumed to be close enough to perfect to ignore, but in reality, a 25 millionths tolerance is necessary for high-speed performance.

Anyone in the market for BIG-PLUS dual-contact tooling should consider this simple statement: Only a licensed supplier of BIG-PLUS has master gages that are traceable to the BIG grand master gages and have the dimensions and tolerances provided to make holders right. Everyone else is guessing and using a sample BIG-PLUS tool holder as their own master gage—a practice that any quality expert will advise against.

Look for the marking: “BIG-PLUS Spindle System-License BIG DAISHOWA SEIKI.”

You’d be surprised how often we hear from our certified regrinders or engineers in the field about folks that didn’t realize their machine had a BIG-PLUS spindle—the message can get lost in the supply chain or during the sales process. 

The easiest way to know if an interface is BIG-PLUS is to place a standard tool into the spindle and see how much of a gap there is between the tool holder flange face and spindle face. Without BIG-PLUS, the standard gap should be visible, or about 0.12 in. If it is BIG-PLUS, the gap is half of this amount, or only 0.06 in. These values change depending on 30 taper, 40 taper or 50 taper sizes, but the gap is visibly less than usual.

It may be how it’s traditionally been done but touching off holder assemblies in each machine to establish negative tool offsets based on the zero-point surface—the vise, machine table, workpiece, etc.—is not the most efficient process. We think the choice is pretty clear: adapting machines to a single presetter so they can receive positive gage lengths is superior to using all types of machine-specific negative offsets. 

This is a change to “the way things have always been done” that can be met with some resistance, but in the grand scheme of things, it’s a relatively small and simple step that makes life much easier. It’s a relatively low-cost opportunity to introduce more standardization of holder setup to the shop floor.

Holders are the bridge between the machine and the part. That’s a lot of pressure—literally and figuratively. It’s important to select, care for and use holders carefully from the day they are purchased until they’re tossed into the recycling bin. 

From collet chucks to coolant inducers, BIG KAISER is North America’s source for standard-bearing tool holders that guarantees high performance. Explore the full lineup.