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 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. 

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.

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.

DEPTH OF CUT COLUMN
by Jack Burley, President and COO at BIG KAISER Precision Tooling Inc.

Since its institution in 1940, the G2.5 balance specification has been widely accepted across the industry; i.e., “it’s how things have always been done.”

However, machines were much slower 80 years ago. Back then, the most advanced machines would have spun larger, heavier tools at a maximum speed of about 4,000 RPM. If you applied the math from those days to today, you’d get unachievable values.

For example, the tolerances defined by G2.5 for tools with a mass of less than 1 pound rated for 40,000 RPM calculates to 0.2 gram millimeters (gm.mm.) of permissible unbalance and eccentricity of 0.6 micron. This isn’t within the repeatable range for any balance machine on the market.

Similarly, application-specific assemblies, for operations like back boring and small, lightweight, high-speed toolholders, can’t be accurately balanced for G2.5.

Machine tool builders rely on an outdated number, too, often basing spindle warranty coverage on using balanced tools at very specific close tolerances. While it’s true that poorly balanced tools run at high speeds wear a spindle faster, decently balanced tools performing common operations won’t wear spindles or tools drastically and deliver the results you’re looking for.

​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. 

​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. 

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 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.

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?  ​

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.

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 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%.  

By comparison, cut threads interrupt the grain flow creating weak points.

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.

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.

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.

Special thanks for Greg Webb at Techniks and Mike Roden from Fette Tools/ Turning Concepts, for providing technical insights. 

by, Bernard Martin

As carbide end mills gain higher and higher speeds and metal removal rates there has also been a trend by round tool manufacturers to tighten up the tolerances on both the cutting diameter and the shank diameter to improve concentricity. At the same time, shrink fit holders have become more and more popular because they hold a tighter concentricity as well.  To achieve this both the shank and the bore now have similar surface finishes and this has led to a problem  The tools pull out in the cut.

Shrink fit holders are the most accurate for TIR as the toolholder engages completely around round shank tools with a bore tolerance of -0.0001" to  -0.0003".  As high performance end mills have tightened shank tolerances to the same range of -0.0001" to  -0.0003" they have used finer and finer grain grinding wheels which give the shanks a 'shiny' appearance. 

Shiny means that the superfinished shank has a lower coefficient of friction. So, although the TIR is tighter, the shank is more "slippery".   End mills traditionally had surface finish of about 8 μin on the tool shank. But that's changed.  It's been recommended that tool shanks used in shrink fit holders should not have a finish finer than 16 μin. for optimum holding power, but tell that to the guy who just superfinished the end mill to a super cocncentric tolerance that you don't want it looking that good.

Everyone knows that the last thing you want is for the end mill to slip in the middle of a heavy cut or on the finishing pass of a high tolerance part.  These 'hi performance' end mills, often times have higher helix angles which are great for ejecting chips but also create a higher pull out force on that slippery shank. And reducing the helix angle is not the answer.

We  already know that the gripping pressure is a function of the interference between the tool shank  and the shrink fit toolholder bore. Most shrink fit holders have a already bore surface finish of between 12 μin. and 16 μin.  So they are ground to a very high tolerance and have about the same surface finish as the toolholder shank.

End mill manufacturers and machinist have tried a variety of methods over the years to stop the tools from pulling out. This has ranged from grit blasting the shank to rubbing chalk on the shank, but most everyone in the industry has felt that the problem really needs to be addressed by the longer life toolholder rather than the replaceable cutting tool.

That's the problem that Techniks wanted to address. Techniks claims that their "proprietary non-slip TTG594 compound virtually fuses the tool shank with the shrink fit toolholder."

ShrinkLOCKED Toolholders eliminate cutting tool pull-out and provide 4X the friction drive force compared to un-treated shrink holders.

It’s not just a rougher bore finish that enhances the holding power. TTG-594 is a compound that has a much higher Brinell hardness than carbide so it can “bite” into the tool shank. But this does not affect the ability to perform tool changes.

Techniks arrived at their 4x the holding power comes from torsion testing vs. a standard shrink fit toolholder. They used a ¾” carbide gage pin in a standard holder and found the torque at which the tool will spin in the bore.

They then tested the ShrinkLOCKED holder using the same test.

According to Greg Webb, at Techniks,
"We actually could not find the point at which the tool would spin in the ShrinkLOCKED holder as we broke the carbide gage pins at 4x+ times the torque of the standard holder. The holding power is greater, we just have not found a way to measure this, so we kept our claims conservative at 4x."

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.