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10 Tips for Improving Tool Holder Performance

8/19/2021

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10 Tips for Improving cnc rotary ToolHolder Performance
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. 

1. Balance holders as a complete assembly

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.

2. Holder damage can go from bad to worse quickly

 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. 

3. The rule of thumb on holder dimensions

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

4. Rigidity can harm tapping operations 

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.

5. Balancing is crucial to five-axis machining

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. 

6. Consider spindle speed requirements when choosing between shrink-fit and hydraulic holders 

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.

7. Don’t overlook the tool’s effect on holder performance 

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.

8. Not all dual-contact tooling is the same

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.”

9. You may have a BIG-PLUS spindle and not even know it

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.

10. Use positive offsets during holder setup 

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. 

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INDICATION MARKS ON PULL STUDS ​IS NOT NORMAL

5/25/2021

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by Bernard Martin
There have been some who claim that drawbar gripper fingers and/or ball marks that appear on retention knob head after several tool changes is normal.
Picture
It is NOT.  
​THAT IS FALSE. 
​

According to Haas CNC, ball or gripper marks on the edge of the pull stud indicate that the drawbar does not open completely.

​If you see these indication marks you should check your drawbar and replace these pull studs immediately.

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Don't Take Your Retention Knobs for Granted

2/16/2021

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​by Bernard Martin
Retention Knobs are the critical connection between your machine tool and the tool holder and they are the only thing holding a steep taper tool holder in the machine’s spindle.

​Techniks has recently introduced their MegaFORCE retention knobs that have some rather unique features when compared to standard pull studs.  Before delving into the features of the MegaFORCE pull studs, let's review some things that you may not know, or think about, on a daily basis. 
1 Retention knob pull stud casues of failure

Retention knobs go through thousands of tool changes which means that they are subjected to the very high pulling forces from the spindle’s drawbar.

This force can be up to 2300 ft. lbs. for 40 taper toolholders and up to 5000 ft. lbs. for 50 taper toolholders.
​According to Haas, you should expect a service life of about 6000-8000 hours for a retention knob.  

​Most all rotary toolholder manufacturers state that you should be replacing your pull studs at least every three years.

However, if you're running multiple shifts, 24-7, making lots of tool changes, making very heavy cuts with long reach or heavy cutting tools, and/or have ball lock style grippers instead of collet type grippers used on the retention knob, you will probably need to replace your studs at least every six months.

Given the spindle speeds that we are running at to remain competitive, retention knobs are not an item that you want to take a chance on breaking.  I can tell you firsthand that 5 pound toolholder with a drill in it flying out of the spindle at 23,000 RPM is not something you want to experience. 

METAL FATIGUE: WHY THEY FAIL

Pull studs encounter catastrophic failure as a result of metal fatigue. The metal fatigue can be caused by a number of reasons including poor choice of base material, engineering design, machining process, poor heat treatment, and, sometimes, they have just met or exceeded their service life. We're going to dig into each of these reasons below but first let's look at some threading fundamentals.
The threads on your retention knob will stretch slightly when load is applied and the loading borne on each thread is different.

When you apply a tensile load on a threaded pull stud, the first thread at the point of connection sees the highest percentage of the load.
Percentage of Load on a Retention Knob Thread
Percentage of Load on each thread of a Retention Knob.
The load on each subsequent thread decreases from there, as show in the table. Any threads beyond the first six are purely cosmetic and provide no mechanical advantage. ​

Additional threads beyond the sixth thread will not further distribute the load and will not make the connection any stronger. 

That is why the length of engagement of the thread on a pull stud is generally limited to approximately one to one & a half nominal diameter. After that, there is no appreciable increase in strength. Once the applied load has exceeded the first thread's capacity, it will fail and subsequently cause the remaining threads to fail in succession.

​RETENTION KNOB DESIGN

Repetitive cycles of loading and unloading subject the retention knob to stress that can cause fatigue and cracking at weak areas of the pull stud.

What are the weak areas of a standard retention knob?  ​
For the same reason we put corner radiuses on end mills, sharp corners are a common area of failure for any mechanical device.

​The same holds true with your pull studs:  The sharp angles on the head of the retention knob and at the minor diameter of the threads are common locations of catastrophic material failure.
Retention Knob Metal Fatigue
These are the two weakest points of any retention knob.
The most common failure point for a retention knob is at the top of the first thread and the underside of the pull stud where the grippers or ball bearings of the drawbar engage and draw the toolholder into the spindle.

Remember, bigger Radii are stronger than sharp corners. ​More on that soon.
Styles of Retention Knob for Rotary Toolholders
Styles of MegaFORCE Retention Knobs

MATERIAL

Not all retention knobs are made from the same material, however, material alone does not make for a superior retention knob. Careful attention to design and manufacturing methods must be followed to avoid introducing potential areas of failure.

Techniks MegaFORCE retention knobs are made from 8620H. AISI 8620 is a hardenable chromium, molybdenum, nickel low alloy steel often used for carburizing to develop a case-hardened part. This case-hardening will result in good wear characteristics.  8620 has high hardenability, no tempering brittleness, good weldability, little tendency to form a cold crack, good maintainability, and cold strain plasticity.

There are some companies making retention knobs from 9310. The main difference is the lower carbon content in the 9310. 9310 has a tad more Chromium, while 8620 has a tad more nickel.  Ultimate Tensile Strength (UTS) is the force at which a material will break. The UTS of 8620H is 650 Mpa (megapascals: a measure of force). The UTS of 9310H is 820 Mpa. So, 9310H does have a UTS that is 26% greater than 8620H.

​That said, Techniks chose 8620 as their material of choice because of the higher nickel content.  Nickel tends to work harden more readily and age harden over time which brings the core hardness higher as the pull stud gets older. The work hardening property of 8620 makes it ideally suited for cold forming of threads on the MegaFORCE retention knobs.

​It should be noted that some companies are using H13. H13 shares 93% of their average alloy composition in common with 9310. 

ROLLED THREADS VS. CUT THREADS

5. Cut thread vs rolled thread retention knob
A cut thread, image 1, has a higher coefficient of friction due the the cutting process, while a roll formed thread, image 2, has a lower coefficient of friction which means that it engages deeper into the toolholder bore when subjected to the same torque. You will notice that Cutting threads tears at the material and creates small fractures that become points of weakness that can lead to failure. Rolled threads have burnished roots and crests that are smooth and absent of the fractures common in cut threads.
Rolled threads produce a radiused root and crest of the thread and exhibit between a 40% and 300% increase in tensile strength over a cut thread. The Techniks MegaFORCE retention knobs feature rolled threads that improve the strength of the knob by 40%.  
6. LMT Fette - Thread rolling with F2 Rolling head on CNC lathe
Shown here is a Fette head cold forming a thread. Note how the three roller forms center and maintain near perfect concentricity of the pull stud shaft.
In cold forming, the thread rolls are pressed into the component, stressing the material beyond its yield point. This causes the component material to be deformed plastically, and thus, permanently.

There are three rollers in the typical thread rolling head that maintain better concentricity by default than single point cutting of the threads.

Also, unlike thread cutting, the grain structure of the material is displaced not removed.
Rolled threads produce grain flows that follow the contour of the threads making for a stronger thread at the pitch diameter which is the highest point of wear. 

The cold forming process also cold works the material which takes advantage of the nickel work hardening properties of 8620.
7. Fette Turning Concepts Thread Rolling Magnaflux
Photo courtesy Mike Roden at Fette Tool. www.turningconcepts.com
By comparison, cut threads interrupt the grain flow creating weak points.

MEGAFORCE GEOMETRIC DESIGN

MegaForce Retention Knob features vs standard pull stud
Overall Length
There are some claims that a longer projection engages threads deeper in the tool holder preventing taper swelling. While a deeper thread engagement can help prevent taper swelling, applying proper torque to the retention knob is an effective way to reduce taper swelling.

An over-tightened retention knob may still cause taper swelling regardless of how deep it engages the threads of the tool holder. Additionally, the longer undercut section above the threads presents a weak point in the retention knob.
Blended Radii
With the new Techniks MegaFORCE pull studs, stress risers of sharp angles have been eliminated through the blended radii on the neck where the gripper engages under the head of the pull stud.
9. Techniks MegaFORCE Pull Studs
Ground Pilot
There is a ground pilot, underneath the flange, which provides greater stability. The pilot means the center line of the tool holder and pull stud are perfectly aligned.

Magnetic Particle Tested
Each Techniks MegaFORCE retention knob is magnetic particle tested to ensure material integrity and physical soundness. MegaFORCE retention knobs are tested at 2.5X the pulling forces of the drawbar.
MegaFORCE Technical Specs
  • Material: SAE8620
  • All knobs are case carbrized, hardened, and tempered to:
    • Case depth: 0.025” – 0.030”
    • Surface hardness: HRc 56-60
    • Core hardness: HRc 44 minimum
Torque Specs
The following are the guidelines for torquing your pull studs according to Techniks.
  • BT 30 36 ft. lbs.
  • ISO 30 - 36 ft. lbs.
  • 40 taper - 76 ft. lbs.
  • 50 Taper - 100 ft. lbs.

RETENTION KNOB BEST PRACTICES

In order to maximize the life of your retention knob and prevent catastrophic failure here are some technical tips to keep your shop productive and safe.
  • Regularly inspect retention knobs for signs of wear. Wear may appear as dimples or grooves under the head or visible corrosion anywhere on the retention knob. 
Picture
  • If the retention knob demonstrates any signs of wear replace it immediately
  • Make sure to properly torque the retention knob to the manufacturer’s specifications. Use a torque wrench and retention knob adapter to ensure proper torque. 
  • Overtightening can overly stress the retention knob leading to premature failure and can cause the tool holder taper to swell leading to a poor fit between the machine spindle and the tool holder.
  • Apply a light coat of grease to the retention knob MONTHLY to lubricate the drawbar. If you use through-spindle coolant (TSC), apply grease to the retention knobs WEEKLY.

Special thanks for Greg Webb at Techniks and Mike Roden from Fette Tools/ Turning Concepts, for providing technical insights. 
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Spindle Maintenance Tips to Ensure Top Machining Performance

11/11/2020

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A machine’s spindle is one of the key links in the machining chain. In other words, if there are irregularities inside or at the face, they can show up on your part.

It makes regular inspection and spindle maintenance critical to getting the most out of your equipment and maintain process efficiency. These three accessories, the Dyna Contact Taper Gage, the Dyna Test Bar and the Dyna Force Measurement Tool, can help you perform this maintenance easily without eating into valuable spindle time.

Dyna Contact Taper Gage

Dyna Contact CNC Spindle taper gage
Dyna Contact CNC Spindle Taper Gage
Spindle taper protection
The Dyna Contact taper gage makes verifying taper accuracy simple. All the operator must do is apply blue dye to the ceramic gage, insert it in the machine spindle and remove it. A quick visual check will reveal any improper contact points inside the taper.

Dyna Test Bar

Dyna CNC Spindle Test bar
Dyna CNC Spindle Test Bar
Static accuracy inspection
Another way to ensure your spindle bearings are good and ensure quality control is to measure its static accuracy. Using something like our Dyna Test bar, which inserts into the taper and extends out, is one way to do this.
With the help of a dial indicator, you can uncover any runout while safely spinning the spindle at a very low RPM and verify the parallelism of Z-axis motion.

Dyna Force Measurement Tool

Dyna Force CNC Spindle force measurement tool
Dyna Force CNC Spindle Force Measurement Tool
Retention force verification
Finally, in the machinery category, let’s talk retention force. The clamping mechanism in your spindle reduces chatter while ensuring rigidity and reliability. Like any other mechanism this can wear, making regular inspection a smart idea.
The Dyna Force measurement tool provides a precise digital reading that reveals reduction in retention force in increments of 0.1kN.
If you would like a demonstration for any of these tools contact us or set up an appointment for one of our Next Generation Tooling engineers to visit you!
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Remember to Replace Your Spindle Cleaners Regularly

8/9/2017

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Picture
Guest Blog: Douglas Sumner
Product Manager TMS
​BIG

douglas.sumner@us.bigkaiser.com
Tel: 224.770.2915

Remember to replace your spindle cleaners on a regular basis so that you aren't using worn out cleaners. What you think is helping to preserve your valuable Machine Tool/Presetter might actually be hurting it.

​When replaced regularly, spindle cleaners can prolong the life of your machine, tools & holders, and tool cleaners enhance the repeatability to the machine spindle. This is a perfect example of how a small investment can make a big impact.
CAT BT Toolholder taper cleaners
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Next Generation Tooling Now Offers Technical Training!

6/14/2017

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We are very excited to announce that we are now able to offer on-site technical training to YOUR machinists at YOUR location!  This is offered at no charge  to customers who use any of the manufacturer's whom we represent in California and Nevada.  

However, just because you don't purchase things from us, don't feel left out! We also offer on-site topic specter training on any of the following topics for $150/hour.  

Each presentation lasts about 2 hours.  The presentations last approximately 45-60 minutes with the remaining time for Q&A and discussion about unique applications in your facility.
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Training Classes Available:
Machining 101
  • Basic Boring
  • Basic Chamfering
  • Basic Drill Training
  • Basic End Mill
  • Basic Indexable
  • Basic Tap Training
  • Basic Tool Holders
  • Basic Work Holding / Fixturing​

Advanced Part Manufacturing:
  • Programming Tool Path – Climb versus Conventional
  • Material Machinability – Cubic Inches of Stock Removal
  • Part Set Up / Work Holding / Fixture 
  • Tool Holder Selection, Collet, Solid, Hydraulic, Shrink Fit
  • Cutting Tool Selection – Substrate, Geometry, Coating, Speed and Feeds 
  • Estimating Part Cycle Time
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Rotary Toolholder Maintenance Best Practices

8/12/2015

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Picture
In order to get the maximum life out of your Steep taper rotary toolholders in your CNC milling machines, follow these best practices that you can implement in your shop.  Perhaps not all of them can be implemented every day or every time but it's well worth being aware of how to best protect your investment.
  • Remove the toolholder from the Spindle after each usage.
  • Clean the taper and the holder with a an air blast to remove any fine chips or dirt that may be adhering to the holder.
  • Wipe the holder with a clean shop rag.
  • Spray the holder down with anti-rust lublcricant.
  • Put the holder in an antitrust bag.
  • Place the holder in the proper storage rack for that type of holder. 
  • If you are not going to be original shipping container using it again for some time, store it in the original shipping container
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Rotary Toolholders: Understanding the problems to watch

12/12/2012

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CNC machines feature high-capacity tool changers that automatically swap toolholders in and out of the spindle as needed, by means of a high speed swing arm or a rotary carousel. Periodically, toolholders should be examined for wear and if necessary replaced to maintain cutting performance.
You lose 10% of cutting tool life for every “tenth” (0.0001”) of ru
You lose 10% of cutting tool life for every “tenth” (0.0001”) of ru
New operators should be taught how to properly evaluate toolholders so they can recognize when toolholders need to be replaced to prevent premature cutting tool failure, or even expensive damage to the spindle.

​Many operators do not know why it is necessary to replace their tooling, or have the experience to tell when it is time to do so.

Determining if toolholder components need to be replaced is not a difficult task, but does require that the operator knows what to look for. Here's a few things you should be aware of when checking your rotary toolholders.

Checking For Spindle Mouth Wear

Inspect Fretting Steep Taper Toolholder where to look
A worn spindle can cause runout issues that affect toolholder accuracy and reduce cutting quality and productivity. This is a condition known as bell mouthing. If toolholder issues can be eliminated by bench checking T.I.R., then the source of the problem is often a worn out spindle mouth. A trained professional will be required to check and repair bell mouthing.

T.I.R. (total indicator runout) is the measurement of axial deflection of the cutting tool in the toolholder assembly. Techniks toolholders are manufactured to minimize runout and extend cutting tool life. You lose 10% of cutting tool life for every “tenth” (0.0001”) of runout. That's what the chart above depicts.

Automatic Tool Changer Alignment Issues

Measuring Runout TIR Rotary Toolholder wear
It’s crucial to maintain proper ATC swingarm alignment. If the ATC does not insert the toolholder perfectly, damage to the spindle and toolholder may result. Also poor cutting tool performance and reduced tool life will be evident. A trained professional will be required to check and repair ATC issues.

Evaluating Toolholders for Wear

A worn out toolholder will not provide good accuracy and will quickly wear out your cutting tools. Worn tooling can also cause poor surface finish, and may even damage your spindle. Keep and eye out for these issues and your tool life, surface finish and cycle time will all improve to help you make more money on every job in your machine shop.

Special thanks to TechniksUSA for providing this detailed information!
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    Technical Support Blog

    At Next Generation Tool we often run into many of the same technical questions from different customers. This section should answer many of your most common questions.

    We set up this special blog for the most commonly asked questions and machinist data tables for your easy reference.

    If you've got a question that's not answered here, then just send us a quick note via email or reach one of us on our CONTACTS page here on the website
    email us

    Authorship

    Our technical section is written by several different people. Sometimes, it's from our team here at Next Generation Tooling & at other times it's by one of the innovative manufacturer's we represent in California and Nevada.

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Next Generation Tooling
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916.765.4227
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