M01 - CAD-CAM Applications
M01 - CAD-CAM Applications
October, 2023
Addis Ababa, Ethiopia
Acknowledgment
Ministry of Labor and Skills and Ministry of Health wish to extend thanks and
appreciation to the many representatives of TVET instructors and respective industry experts
who donated their time and expertise to the development of this Teaching, Training and
Learning Materials (TTLM).
2D Two Dimension
3D Three Dimension
CAD Computer-Aided Design
CAM Computer- Aided Manufacturing
H.S.S. High Speed Steel
in. Inch /Inches
M Metre/s
Mm Millimetre/s
Rpm Revolution per minute
CAD-CAM systems are probably the most significant development in the field of new
technology related to engineering, design and drafting in all technical spheres. These systems
find application in all branches of modern design – from machine engineering to
microelectronics and others. This module describes in detail via review, selection, application
and implementation of such systems. The past decade has additionally witnessed the
emergence of new manufacturing technologies that build parts on a layer-by-layer basis.
Using these technologies, manufacturing time for parts of virtually any complexity is
measured in hours instead of days, weeks, or months. In other words, it is rapid. A host of
related technologies that are used to fabricate physical objects directly from Computer-Aided
Design data sources are reviewed in the module. These methods are generally similar to each
other in that they add and bond materials in layerwise-fashion to form objects.
For effective use this modules trainees are expected to follow the following instruction:
This unit will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:
In a computerized process planning system a formal structure and a knowledge database are
required in order to transform the engineering design information into the process definition.
A brief description of the operation of a computer aided process planning software is given in
the following section.
1. Materials to be used
2. Surface finished required
3. Tolerance to be allowed
4. Quantity of units
5. Types and Scale of drawings
6. Name of the object and how it is used
The term working drawing is used to describe the complete set of drawing information
needed for the machining and assembly of a product based on its design. An essential
element of a working drawing is the parts list, or bill of materials (abbreviated BOM). A
working drawing is a drawing or set of drawings produced by the designer, manufacturer, or
fabricator. Shop drawings are typically required for prefabricated components. The working
drawing normally shows more detail. Working drawings will develop in detail from block
and massing drawings and sketches to very detailed technical drawings describing every
component in a way that will enable them to be constructed and operated. The primary role
or function of working drawings is to convert design data into finished part information and
to clearly communicate that information to industry, code officials, product manufacturers,
suppliers and fabricators. Drawings show the machinist what to make and identify the
standards that must be followed so the various parts will fit together properly. The resulting
parts will also be interchangeable with similar components on equipment already in service.
A very important skill needed for success in the machining field is the ability to interpret
engineering drawings, or prints. Engineering drawings show the sizes and shapes of
components and their specific features, such as holes, slots, or surfaces. No matter how
skilled you are at performing machining operations, if you are unable to properly interpret
these drawings, you will not be able to produce machined components independently or
efficiently within required specifications.
Sequence of operation
Hardware Components
• Graphic device is composed of a display processing unit, a display device, and one or
more input devices
• Input devices:
➢ Mouse
➢ Space ball
➢ Data tablet with a puck or stylus
➢ Keyboard
• Output Devices:
➢ Plotters
➢ Color laser printers
Software Components
• CAD software allows the designer to create and manipulate a shape interactively and
store it
• CAM software plans, manages and controls the operations of a manufacturing site
• CAE software analyzes design geometry, allowing designer to study product behavior
Using CAD software enables design changes to be made rapidly. Before CAD, a particular
design change would have required a draftsperson to completely redraw the design to the
new specification. CAD software allows designers to thinker with designs and makes small
changes on the fly. It can also be used to simulate the behavior of the design in software. For
example, CAD software can be used to simulate the airflow around an engine. This allows
for greater flexibility in the software design process.
Another term for CAM is rapid prototyping. Rapid prototyping allows designers to construct
physical prototypes during the design process. These physical prototypes can be used to test
various aspects of the design. For example, if the goal is to design a steel object, then a
prototype can be made out of transparent acrylic. The transparency of the acrylic prototype
allows designers to view the pattern of stresses and strains within the object. This allows for
greater flexibility in the physical design and prototyping process.
Using CAD software enables the designer to automatically check if the design is within
specification. CAD software also enables clients to view designs at an earlier stage in the
design process than is usually the case. CAM also enables clients to check the progress of
functional and semi-functional prototypes at a much earlier stage than is possible in the
traditional design process.
CAD software often consumes large amounts of computer processing power. This requires
high-quality computer hardware that can be costly. CAM requires advanced manufacturing
devices that are also very expensive. The cost of hardware is a significant disadvantage of
CAD.CAM and a major barrier to the wider uptake of CAD.CAM technologies.
As CAD software advances, it becomes more flexible and adaptable. However, this comes at
the cost of making the software more complex. This complexity makes it more difficult for
first-time users to learn the software. Combined with the cost of training personnel in
CAD.CAM technologies, this complexity represents another disadvantage of CAD.CAM.
Surface Modelling
This process is used to create surfaces of desired shape by trimming, stitching and joining
different surfaces to create a final shape model.
This process is used to assemble the models created in solid or surface modelling to create a
final assembly. This is used to see the actual fitment of all models and see the actual working
of assembly.
Drafting Detailing
This process is used to create the 2D drawings of components or assemblies; usually directly
from a 3D model, although 2D CAD can create 2D drawings directly.
Reverse Engineering
This process is used to convert the real component into 3D CAD Model. Different types of
instruments such as laser scanner, white light scanner, CMM (coordinate measuring
machine) etc. are used to measure or decode the shape of real model. The virtual model
obtained can then be modified in a CAD program.
Classification of drawing
1. Assembly drawing
2. Lay-outdrawing
3. Detail drawing
4. Component drawing
1.3.5. Sections
• The break line on all broken-out section views shall be created with a smooth curve.
• The plotted arrowhead size on the cutting-plane line shall be ͘25"_(6 mm), two times
(2x) the size of the dimension arrow.
• Cutting-plane lines shall be drawn with thick phantom lines (lineweight = 0.6 mm).
(see Figure 1.4).
1.3.6. Assemblies
Assembly drawing- Is a drawing of various parts of a machine or structure assembled in their
relative working positions. Assembly drawings can be used to represent items that consist of
more than one component. Assembly drawings may include instructions, lists of the
component parts, reference numbers, and references to detail drawings or shop drawings, and
specification information. It helps streamline the manufacturing process. The precise details
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of the technical drawing helps builders create objects without errors, delays or other costly
issues. This alone is the most important duty of the drawings.
Hole basis system: Size of hole is kept constant, shaft size is varied to get different fits.
Hole Max Hole size – Basic Size = Upper Deviation
Min Hole size – Basic Size = Lower Deviation
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Figure 1.6: Hole basis system
Shaft basis system: - Size of shaft is kept constant, hole size is varied to get different fits.
There are two types of programming modes or positioning reference system which is called
the incremental and the absolute system, are used for CNC. Both systems have applications
in CNC programming, and no system is either right or wrong all the time. Most controls on
machine tools today are capable of handling either incremental or absolute programming.
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Incremental program locations are always given as the distance and direction from the
immediately preceding point (Figure 1.12). Command codes which tell the machine to move
the table, spindle and knee are explained here using vertical milling machine as an example.
• A “X plus” (X+) command will cause the cutting tool to be located to the right of the last
point.
• A “X minus” (X-) command will cause the cutting tool to be located to the left of the last
point.
• A “Y plus” (Y+) command will cause the cutting tool to be located toward the column.
• A “Y minus” (Y-) will cause the cutting tool to be located away from the column.
• A “Z plus” (Z+) command will cause the cutting tool or spindle to move up or away from
the work piece.
• A “Z minus” (Z-) moves the cutting tool down or into the work piece.
In incremental programming, the G91 command indicates to the computer and Machine
Control Unit (MCU) that programming is in the incremental mode.
Absolute program locations are always given from a single fixed zero or origin point
(Figure 1.13). The zero or origin point may be a position on the machine table, such as the
corner of the worktable or at any specific point on the work piece. In absolute dimensioning
and programming, each point or location on the work piece is given as a certain distance
from the zero or reference point.
• A “X plus” (X+) command will cause the cutting tool to be located to the right of the zero
or origin point.
In absolute programming, the G90 command indicates to the computer and MCU that the
programming is in the absolute mode.
The addresses X and Z, within a program, relate to a co-ordinate position from the workpiece
datum (the zero position). The addresses U and W, within a program, relate to the individual
axis movements required to reach the new position, from the last position reached by the
tool. The address U refers to the X axis and the address W refers to the Z axis.
Figure 1.14
When programming arcs and radii, the programmer needs to describe the destination point
(X, Y, Z axis coordinates), the direction of the arc (G02 or G03) and the location of the
center of the arc. After choosing destination point, and direction of the arc, describe the
center of the arc using an I, J, and/or K code(s).
Where,
• I refers to an incremental distance and direction (+/-) from the start point of the arc to
the arc center along the X axis.
• K refers to an incremental distance and direction (+/-) from the start point of the arc
to the arc center along the Z axis.
• J, refers to an incremental distance and direction (+/-) from the start point of the arc to
the arc center along the Y axis. (see diagram shown).
Absolute:
G01X40; (P1-P2)
G03X60Y60J20; (P2-P3)
G01X80; (P3-P4)
G02X100Y40J-20; (P4-P5)
Incremental:
G01U40; (P1-P2)
G03U20W20J20; (P2-P3)
G01U20; (P3-P4)
Go2U20U-20J-20; (P4-P5)
Part II: Multiple Choice - Instructions: For each of the following question choose the best
correct answer and circle the letter of your choice from the given alternatives.
1. ______ is used to create surfaces of desired shape by trimming, stitching and joining
different surfaces to create a final shape model.
a. Solid modeling b. Surface Modelling
c. Drafting Detailing d. Reverse Engineering
2. Which one of the following is not a benefit of CAD/CAM
(a) Ease of modification (c) Quality of output
(b) Repeatability of output (d) Reduction of wastage (e) None
3. _____ is locations are always given from a single fixed zero or origin point.
a. 3D printing b. Surface modeling
c. Absolut program d. Incremental program
4. The main application of CAM is __________.
a. Plotter b. Laser cutting c. Turning d. All
5. The permissible variation on the size is called__________.
a. Fit b. limits c. tolerance d. none
6. Specification includes
A. Part number B. Number required
C. Type of material E. All
Part III: Marching - Instructions: For the following questions match from “B” to “A”
column
Part IV: Short answer – Instructions answer all the questions listed below.
This unit will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:
• Calculate coordinates for simple tool path machining functions
• Code the program using CAD software
• Write a program into an Automated CAM code/process
• Simulate and edit a program according
• Download, verify and store a program according to standard operating procedures
Three types of coordinate systems are needed in order to input, store, and display model
geometry and graphics.
• The working coordinate system (WCS),
• The model coordinate system (MCS), and
• The screen coordinate system (SCS).
In AutoCAD, you can use either relative polar or Relative Cartesian coordinates.
The form of the coordinate system is x,y. The first value is always for X and then Y, they are
separated by comma “,”. X and Y can be positive or negative. Both x and y are positive if
they are in the first quadrant. (See figure 2.1 for detail) By default objects are mostly drawn
in the first quadrant, it is not a rule.
Figure 2.1
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B. Relative coordinate system
Relative coordinate system is also called rectangular coordinate system. Even some times it
is also called relative Cartesian coordinate system. That’s OK, let’s worry about its use.
The form is @X,Y. A space is not needed while entering coordinate. X becomes negative if
the next coordinate is to the left side of a previous point and Y becomes negative if a
coordinate moves down from the last point.
For the next line segment, let’s try another method for specifying exact distances:
1. Enter @0, 0.15 . Metric users should enter @0, 0.5 . A short line appears above the
endpoint of the last line. Once again, @ tells AutoCAD that the coordinate you specify
is from the last point picked. But in this example, you give the distance in X and Y
values. The X distance, 0, is given first, followed by a comma, and then the Y
distance, 0.15. This is how to specify distances in relative Cartesian coordinates.
2. Enter @-3,0. Metric users should enter @-9,0. This distance is also in X,Y values,
but here you use a negative value to specify the X distance. The result is a drawing
that looks like Figure 2.2. Positive values in the Cartesian coordinate system are from
left to right and from bottom to top. (You may remember this from your high school
geometry class!) If you want to draw a line from right to left, you must designate a
negative value. It’s also helpful to know where the origin of the drawing lies. In a new
drawing, the origin, or coordinate 0,0, is in the lower-left corner of the drawing.
3. Type C. This C stands for the Close command. It closes a sequence of line segments.
A line connecting the first and last points of a sequence of lines is drawn and the Line
command terminates. The rubber-banding line also disappears, telling you that
AutoCAD has finished drawing line segments. You can also use the rubber-banding
line to indicate direction while simultaneously entering the distance through the
keyboard. See the upcoming sidebar “A Fast Way to Enter Distances.”
To enter the exact distance of 3 (or 9 metric) units to the right of the last point you selected,
do the following:
1. Type @3<0. Metric users should type @9<0. As you type, the letters appear at the
Command prompt.
2. Press Enter. A line appears, starting from the first point you picked and ending 3 units
to the right of it (see Figure 2.3). You’ve just entered a relative polar coordinate.
Figure 2.3 Notice that the rubber banding line now starts from the last point selected. This
indicates that you can continue to add more line segments.
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The “at” sign (@) you entered tells AutoCAD that the coordinate you’re specifying is from
the last point you selected. The 3 (or 9 metric) is the distance, and the less-than symbol (<)
tells AutoCAD that you’re designating the angle at which the line is to be drawn. The last
part is the value for the angle, which in this case is 0 for 0°. This is how to use polar
coordinates to communicate distances and directions to AutoCAD.
The code number has eight digits. For each digit, there are 16 possible values (zero through 9
and A through F) which are used to describe the parts design and manufacturing
characteristics. The initial digit position indicates the basic geometry of the part and is called
the major division of the code system. This digit would be used to specify whether the shape
was cylinder, flat, block, or other. The interpretation of the remaining digits forms a chain-
type structure. Hence the CODE system possesses a hybrid structure.
AutoCAD Mechanical Power Pack library containing over 500,000 standard machine
elements, standard technological elements, over 20,000 standard openings, coupling
elements, shafts generator, engineering shaft calculations, bearings, selection of materials, etc
Draw the object below on figure 2.4 Point “A” is the start point. Arbitrarily you can enter a
coordinate to determine the start point. Twelve points, labeled A to L, are necessary to draw
the object. Using absolute coordinate system, first specify point A then successively the
other points up to L and finally back to point A. See the right procedures after figure 2.4.
• First select line
• From draw click “Line” or from draw tool bar click Line button or
• Enter “L” on command line (l . )
• Line specify first point appears on command line. In our case point A.
• Enter 10,30 ., it is arbitrary but for this example you should use 10,30
• Specify next point, B.
• Enter 95, 30. . Line AB is 85 and X coordinate on point A is 10 plus the distance 85
become 95. Since delta in Y direction is zero, Y on point A and B is the same, 30.
Close and undo are optional commands for “Line”. If you make a mistake while entering the
above points, choose undo (u .) to go one step back.
Figure 2.4.
• Draw the object on figure 2.4, on the previous page, using relative coordinate system.
➢ Select line
✓ From draw click “Line” or
For the object on figure 2.5 the angle is -300 if the angle is measured in clockwise direction.
The same angle is 3300 for counter clockwise measurement. Draw the object using relative
polar coordinate system and absolute polar coordinate system.
Figure 2.5
Example 2.4
Draw the object below using polar coordinate system. Take “A” as first point and move to
counter clockwise direction. First try by yourself and see the procedure below, haa!
• Select line
• Click any where to specify the first point, in this case A.
• Specify next point appears on command line, enter:
➢ @100<0 or @100<360 or @100,0 . ( to the right of the reference point,
A, to the east, 0 or 360 degree)
• Specify next point. @100<60 ( 60 degree from east)
• Specify next point. @60<0
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• Specify next point. @100<90 ( 90 degree from east, north is 90)
• Specify next point. @60<180 ( towards west)
• Specify next point. @100<120 ( it is 30 degree from north but from east it is 120
degree, 90+30)
• Specify next point. @100<180
• Specify next poin. @173<210 (30 degree from west, 210 degree from east, 180+30)
• Specify next point. @100<270 or @100<-90 (clockwise)
• Specify next point. @173<330 or @173<-30
• Stop the command
Figure 2.6
SolidWorks 2010 allows fast and efficient operation adequately using all typical means of
Windows menus like indicating, selecting, copying, holding and shifting objects. It is easy to
organize and develop complicated projects using the so-called FeatureManager, which
reflects the history of creation of engineering components. The work of the user has been
additionally facilitated by Internet access provided by the so-called FeaturePalette, a
constantly updated library of standard details and engineering components.
The latest version of SolidWorks has means built-in to ease transitions between two-
dimensional and three-dimensional design, which include an AutoCAD command emulator.
This emulator allows AutoCAD users to apply their acquired habits and skills to create drafts
and drawings in SolidWorks.
The latest version provides simpler detail means especially when making detail views and
cross-sections. Various layers could be maintained. The conditions for more complete
implementation of company standards and proprietary symbols, texts and formatting frames
have greatly been improved. Some capabilities have been added to provide copying views
from different sheets, making tabulated drawings as well as adjustment of various gauges for
material specifications.
SolidWorks 2010 allows building of assembled units by means of direct addressing to details
already created and creating new details in an existing assembly unit based on the built up
geometry. It offers impressive efficiency and convenience when using both methods also
known as bottom-to-top and top-to-bottom design. Interconnections – alignment,
2.2.3. CATIA
The definition of CATIA is Computer Aided Three-dimensional Interactive Application.
CATIA is a highest-class system for automation of engineering labour. It is one of the
undisputable leaders in the world of modern CAD/CAM/CAE systems. CATIA was created
by Dassault Systems and is being distributed by IBM. In 1998, a version of CATIA V5 was
released, with support for UNIX, Windows NT and Windows XP since 2001. In 2008,
Dassault announced and released CATIA V6. While the server can run on Microsoft
Windows, Linux or AIX, client support for any operating system other than Microsoft
Windows is dropped. CATIA represents a unique integrated solution for creating and
developing engineering products and their optimization in the conditions of team design. It
improves the entire product line of the system aiming at increasing customer competitiveness
in the design, optimization, production and planning of resources. It convenient to use
module for assembling products based on the abstraction for graphic representation based on
the hierarchy tree. Customers, who consider the shape of the design of significant
importance, like consumer goods or a new product for efficient and high-quality data
exchange between CATIA and ALIAS. This increases efficiency when designing shapes
allowing easy agreement between the designer and engineer’s activities.
The product Generative Shape Modeling dramatically accelerates the process of detail
design. The companies where the usage of highly efficient solid-body modelling is critical
are able to take advantage of the serious improvements in efficiency compared to earlier
CATIA. The drawing generation process has also been accelerated. These improvements are
of primal importance for the design of motors, reducers and all types of machine mechanism
where large models are usually involved. The CATIA new version is a move forward to a
new quality level of automation of technological operations. The Surface Machining
Programmer product is a complete and easy to use selection of means for generating 3D
programs for 3-axes milling machines. The Multi-Axis Machining Programmer product uses
leading NCCS technologies and is addressed to the need of complicated machining in plane
building techniques. As a whole, CATIA improves flexibility when selecting between two
types of functionalities: fully interactive geometrically based ones and semi-automated
process-oriented ones. This version significantly improves the analysis and optimization
functions. The product Generative Part Optimization is intended to provide sensitive analysis
and optimization of products with the aim of ensuring the best quality design in the fastest
possible way and with minimum effort involved. The design engineer is offered intuitive
analysis of shell structures, which adds to the existing functions for three-dimensional stress
analysis. The 2D arrangement of finite elements is significantly improved and enriched with
methods allowing integration of streamlining tests in the design process. Accelerating the
design process for metal ships the CATIA Shipbuilding application has been completely
Before starting the geometry creation, customize the toolbars to see the toolbars required to
create the geometry and machine a part. Make sure that the Grid is enabled. It will show you
where the part origin is.
NOTE: Because the part is symmetrical in the Z-Axis, you will only draw 1/2 of the total
part. The size of the grid may appear differently based on the sizes you use in the config.
Change the Cplane to +D +Z.
• See Setting the Construction and
Tool Plane to DZ on page A-12 in
Getting Started.
• Select Planes from the Status Bar.
• Select Lathe diameter +D +Z.
In this step you will learn how to create a line knowing an endpoint, the angle and the length.
Use this line to create other parallel lines from.
• Create
➢ Line.
➢ Endpoint.
➢ Enter the Length then press tab on your keyboard and enter the Angle
as shown below (Enter).
Figure: 2.10.
NOTE: During the geometry creation of this tutorial, if you make a mistake you can undo the
last step using the Undo icon. You can undo as many steps as needed. If you delete or
undo a step by mistake, just use the Redo icon. To delete unwanted geometry, select it
first and then press Delete from the keyboard.
• Enter the Length then press tab on your keyboard and enter the Angle as
shown below (Enter).
➢
• [Specify the first endpoint]: Select the Origin as shown in Figure: 2.11.
Figure: 2.11.
• Enter the Length then press tab on your keyboard and enter the Angle as
shown below (Enter).
➢
• [Specify the first endpoint]: Select the Endpoint as shown in Figure: 2.12.
Figure: 2.12.
NOTE: The length on this line is not important as we will trim the lines later on. For now we
will use 32.0 mm.
• Enter the Length then press tab on your keyboard and enter the Angle as
shown below (Enter).
• [Specify the first endpoint]: Select the Endpoint as shown in Figure: 2.13.
Figure: 2.13.
In this next step we will enable an option found in the autocursor configuration to help us
sketch a horizontal line.
• Select the Config button in the Autocursor toolbar.
➢
• Ensure that you have Horizontal/Vertical enabled as shown below.
Figure: 2.14
• [Specify the second endpoint] Sketch the line to a point beyond 135° line as shown.
Figure: 2.15.
In this step, we will trim the intersecting lines left from step 2.
• Edit
➢ Trim/Break.
➢ Trim/Break/Extend.
Figure 2.16
In this step we will use the create line perpendicular command, create line parallel command
and fillet entities to create the groove geometry.
• Create
➢ Line.
➢ Perpendicular.
➢ [Select which line to keep] Choose the line on the left side of the line as shown
below.
In this step you will create parallel lines from the polar line we created in Step #2.
• Create
➢ Line.
➢ Parallel.
➢ [Select a line] Select the perpendicular line we just created as shown in
Figure: 2.18.
➢ [Select the point to place a parallel line through] choose a point to the left of
the line we just created as shown in Figure: 2.18.
Figure 2.18.
Figure: 2.20.
4.3 Trim the 11 mm line to a length of 6 mm
• Edit
➢ Trim/Break.
➢ Trim/Break/Extend.
➢ Enable the Extension Length and enter in the value as shown.
➢ [Select the entity to trim/extend] Select Entity A, on the left end of the line as shown.
• Create
➢ Line.
➢ Endpoint.
➢ [Specify the first endpoint] Select Endpoint A as shown in Figure: 2.21.
➢ [Specify the second endpoint] Select Endpoint B as shown in Figure: 2.21.
Figure: 2.21
• Edit
➢ Delete.
➢ Delete Entities.
➢ [Select Entities] Select the line as shown below.
• Create
➢ Fillet.
➢ Entities.
➢ Enter in the Fillet Radius, set the style to Normal and ensure Trim is enabled
as shown below.
✓
➢ [Fillet: Select an entity] Select Entity A as shown in Figure: 2.22.
➢ [Fillet: Select another entity] Select Entity B as shown in Figure: 2.22.
Figure: 2.22.
Figure: 2.23
In this final step we will use the circle center point and arc tangent command to create the
needed geometry to finish the part. We will also trim the part to clean up the leftover
geometry.
• Create
➢ Arc.
✓
➢ [Enter the center point] Enter in the coordinates 25, -14.
✓
➢ Select the Apply button to stay within the command.
➢ The part should appear as shown in Figure: 2.25.
Figure: 2.25.
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➢ Enter in the Radius as shown.
✓
➢ Select the Ok button to exit the command.
➢ The part should appear as shown in Figure: 2.26.
Figure: 2.26.
• Create
➢ Arc.
➢ Arc Tangent.
Figure: 2.27.
• Edit
➢ Trim/Break.
➢ Trim/Break/Extend.
➢ Enable the Divide button.
NOTE: When using the Trim Divide command, ensure you select the portion
of the line you wish to delete. The entity will trim up to an intersection point.
➢ [Select the curve to divide/delete] Click on the portions of line that are shown
as dotted lines below.
Figure: 2.28.
• File
➢ Save As.
➢ File name: "Your Name_3".
Manual programming is recommended for simple workpieces which require only a few
blocks of program. Programming of complex workpieces requires the help of a CAM
Selecting the manufacturing processes to transform the raw material into the finished part is
based on matching requirements with process capabilities. Process capability is the database
of knowledge for each process. It includes:
i. The shape and size of part a process can produce
ii. The dimensions and geometric tolerances that can be obtained
iii. The surface finish attainable
iv. The material removal rate
v. The relative cost
vi. Technological parameters
Process engineering does not necessarily imply that all process selection is based on the
information above. However, the more the information considered in selecting a process, the
more complete the result will be. A computer aided process planning system functions based
on this process capability information.
Earlier it was mentioned that planning systems could be classified into variant and generative
types. A variant planning system is a retrieval system and is analogous to planning based on
experience. In the variant planning system, standard plans are stored based on component
shape. These plans are then retrieved based on the similarity of a coded part. A generative
system, however, makes processing, tooling and other decision via software logic.
The milling machine has three (3) linear axes defined as X axis, Y axis, and Z axis. The X
and Y axis will move the machine table below and around the spindles centerline, while the
Motion in the X axis will move the machine table to the left with negative values and to the
right with positive values. Motion in the Z axis will move the tool toward the machine table
with negative values and away from the machine table with positive values.
A program is written as a set of instructions given in the order they are to be performed. The
instructions, if given in English, might look like this:
• Line #1 = select cutting tool
• Line #2 = rapid to starting position of part, turn coolant on
• Line #3 = turn spindle on and select the rpm
• Line #4 = choose the proper feed rate and make the cut(s)
• Line #5 = turn off the spindle and the coolant
• Line #6 = return tool to holding position and select next tool
CNC Controllers
The NC controller is the brain of the NC system, it controls all functions of the machine.
• Motion control deals with the tool position, orientation and speed.
• Auxiliary control deals with spindle rpm, tool change, fixture clamping and coolant.
Point-to-point control systems cause the tool to move to a point on the part and execute an
operation at that point only. The tool is not in continuous contact with the part while it is
moving. Drilling, reaming, punching, boring and tapping are examples of point-to-point
operations.
Continuous-path controllers cause the tool to maintain continuous contact with the part as
the tool cuts a contour shape. These operations include milling along any lines at any angle,
milling arcs and lathe turning.
M-codes are not grouped into categories, although several codes may control the same type
of operations such as M03, M04, and M05 which control the machine tool spindle.
• M03 turns the spindle on clockwise
• M04 turns the spindle on counterclockwise
• M05 turns the spindle off
NOTE: For the purpose of this tutorial, we will be using the Default lathe machine.
• To display the Operations Manager press Alt + O.
• Use the Fit icon to fit the drawing to the screen.
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Machine type
• Lathe.
• Default.
• Define the stock by setting the stock geometry to Cylinder and entering the stock
dimensions. Ensure you enable Use Margins and enter in the values as shown in
Figure: 2.32.
Figure: 2.32
NOTE: The stock model that you create can be displayed with the part geometry when
viewing the file or the toolpaths, during backplot, or while verifying toolpaths. You can
create stock on the left or right spindle.
Make the necessary changes to define the chuck size, the clamping method and the stock
position. Ensure that you choose the clamping method OD#1 as shown in the graphic below.
Figure: 2.33
➢ Face.
➢ Select the OD Rough Right -80 Degree Tool and enter in the comment.
NOTE: The Feed Rate and the Spindle Speeds are based on the Mastercam Tool Definitions.
They can be changed at any time, based on the material that you are going to machine.
➢ Select the Face Parameters tab and make all of the necessary changes as
shown in the screenshot below.
➢ Once the you have entered in all of the information select the Ok button to
• Canned.
• Rough.
NOTE: The chaining mode is Partial by default. You will have to select the first entity
and the last entity of the contour.
• Select Entity A.
NOTE: Make sure that the chaining direction is CCW, otherwise select the Reverse
• Select the Rough Parameters tab and make any necessary changes as shown.
NOTE: We need to extend the contour for the lead in and lead out to make sure that the tool
will not crash into the part on the next finish canned operation that uses the rough settings.
We will also extend the end of the contour for a better finish.
• Select the Lead out tab and enable Extend end of contour and specify a length of 6.0
as shown.
➢
• Click on Select all Operations.
• Select Toggle Toolpath Display on selected operations to turn toolpath display off.
➢
NOTE: You can also use ALT + T to toggle toolpath display on or off. For the remaining
tutorials, the toolpath display will be automatically disabled.
• Canned.
• Finish.
NOTE: The chaining dialog box does not appear because a Canned Finish toolpath uses the
information from the Canned rough toolpath.
• Select the OD 55 Degree Right tool from the tool list and enter in the comment.
NOTE: The Feed Rate and Spindle Speed are based on the Mastercam Tool Definition.
• Select the Finish Parameters tab and make all of the necessary changes as shown below.
Figure: 2.37.
Toolpaths
• Groove.
• Choose Chain when the Grooving Options dialog box opens up.
➢ 1 Point allows the user to select points from the graphics area to identify a groove.
➢ 2 Points allows you to specify a groove by indicating the top corner of the groove
and the point in the lower opposite corner.
➢ 3 Lines allows you to select three lines from the graphics screen to define the
groove shape.
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➢ Chain allows you to chain a more complex shape to define a groove by chaining
on-screen geometry.
➢ Multiple Chains allows you to chain multiple grooves by chaining on screen
geometry.
➢ Manual Point Selection allows you to manually select points from the graphics
area.
➢ Window Point Selection allows you to create a window in the graphics area and
chains all of the points within the window.
• Select Entity A as your first chain, then select Entity B as your second chain as shown
below.
NOTE: We need to specify the angle we want to groove because the groove is on a 45°
angle.
• Right click on the tool and select Edit Tool.
• [Select a line parallel to the plunge direction] Select Entity A as shown below.
• Select the Groove finish parameters tab and disable the option to Finish Groove as
shown below.
• Select the Ok button to exit the Lathe Groove dialog box and generate the toolpath.
Figure: 2.39.
Toolpaths
• Groove.
• Choose Chain when the Grooving Options dialog box opens up.
• Select the Holders tab and make the changes as shown below.
• Select the Setup Tool button as shown above and change the Plunge Direction as
shown below.
• Select the Ok button to exit the Lathe Tool Setup dialog box.
• To see a preview of how the tool looks, select the Draw Tool button.
NOTE: To save the tool to the library you can select the Save to Library button. Otherwise,
the tool will be available only for this job.
• Press Enter once complete.
• Select the Groove Finish Parameters tab and make any changes as shown below.
• Select the Second pass Lead in tab and change the entry vector to -135° as shown.
• [Select endpoint for second cut] Move your cursor to a location close to the one
shown below and left click.
• Select the Ok button to exit the Lathe Groove dialog box and generate the toolpath.
Figure: 2.41.
Toolpaths
• Finish.
• Leave the chaining mode set to Partial.
• Select Entity A as shown below.
• Select the Holders tab and make the changes as shown below.
• To see a preview of how the tool looks, select the Draw Tool button as outlined
above.
• Select the Lead In/Out button as shown above and change the Lead In as shown
below.
• Select the Ok button to exit the Plunge Cut Parameters dialog box.
Figure: 2.43.
• Cutoff.
• [Select cutoff boundary point] Select Point A as shown below.
• Scroll to the bottom of the tool list and choose the OD Cutoff Right tool and enter in
the comment as shown below.
• Select the Cutoff parameters tab and make any changes as shown below.
Figure: 2.45.
In this case, we are using a simple analogy to stress how a programmer must be able to
visualize a CNC program’s execution. We first look at how a machinist would machine a
hole in a work piece held in a vise on a milling machine. Then we’ll show how the same
operation will be performed with a CNC program. The machinist standing in front of the
milling machine has everything they need right in front of them. They wouldn’t forget
something as simple as turning the spindle on before trying to drill the hole. On the other
hand, a CNC programmer must typically work with nothing more than a blueprint, a pencil, a
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calculator, and a blank piece of paper. They must be able to visualize every motion and
function of the program’s execution in their minds.
Here is the same operation (drilling a hole) performed by a CNC program. Each step will be
explained.
Program Description
N035 M30
In all these systems based on surface discretization, simulation and verification are achieved
through the intersections of swept volumes with straight lines (i.e., point normal vectors).
Direct pixel comparison of the work piece with the design model (Hook’s, Atherton’s and
Wang’s) can produce a good volumetric approximation of the removed material. Generally,
however, image-based verification may not be adequate since it is view dependent so that
errors invisible in the viewing direction cannot be detected. Object based point-vector
approaches do not share this limitation.
• Determine and note the starting block of your program. This point must be in
agreement with the portion of the part graphic where the cross hairs cross in your CAM
Works setup. This point will become your X and Y part zero location during set up
• Ensure that your program begins and ends with %.
• Every program block should end with a semicolon (;).
• Your program should have a program name that begins with the letter “O” and a four-
digit number (Onnnn).
2.6.7. Tool paths simulation using MastercamX5's Verify and Back plot
Step-by-step Fundamentals of tool paths simulation functions, useful tools and parameter
descriptions
• The Student will simulate the toolpaths using Mastercam's Verify and Backplot by:
➢ Defining a 3-dimensional cylinder the size of the workpiece.
➢ Running the Backplot to see the path the tool takes to cut the part.
➢ Running the Verify to simulate the tool cutting from the solid model.
• You can step through the Backplot by using the Step forward or Step back buttons.
• Select the Play button in the VCR bar.
➢
• Select the OK button to exit Backplot.
Part II: Multiple Choice - Instructions: For each of the following question choose the best
correct answer and circle the letter of your choice from the given alternatives.
3. The swept volume of each tool movement in a cutter location data file is modeled and
a geometric model of the work piece is modified by subtracting the swept volume.
Part III: Marching - Instructions: For the following questions match from “B” to “A”
column
______ 1. The number line has a zero reference point A. Absolute zero
Part IV: Marching – Instructions: Answer all the questions listed below. Use the Answer
sheet provided in the next page:
1. Write at least five recommendation when you debug your program before
downloading it to the CNC machine’s controller?
2. Write the procedures downloading the program?
3. Write the procedures uploading the program?
Purpose: Apply fundamentals of 2D geometry creation functions, useful tools and parameter
Procedures:
Quality criteria: the output drawing must be identical with the given figure
Instruction I: Given necessary templates, tools and materials you are required to perform the
following tasks within 3 hours.
Task 3: Simulate the tool paths using Master cam's Verify and Back plot
This unit will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:
• Observe OHS procedures and environmental guidelines
• Select tools and materials for the job and plan sequence of operations
• Set the tools and mount or set a part
• Perform dry run in accordance with the desired tool path movement
• Perform CAM/CNC operations and produce part to CAD drawing specifications
• Perform corrective measures/adjustments based on operational procedures
The built-in safety system on a CNC machine includes guards and protective devices which
should be securely fitted and always kept in position while the machine is being used. It may
include: Emergency Stop Button used to shut down the machine immediately. It is located on
DO:-
• Always wear safety glasses and hearing protection when operating CNC machines.
• Always wear safety glasses when closely observing cutting tools.
• Always wear safety boots or other suitable footwear.
• Always keep long hair covered when operating CNC machines.
• Always keep hands clear of moving parts during machining operations.
• Always stand clear of the machine while it is running and warn others of the dangers of
being too close.
• Always avoid contact with cutting edges when handling tools or changing tools by hand.
• Always turn off CNC machine completely and clean it up when finished using it.
DON'T:-
• Never wear gloves.
• Never wear loose clothing or jewellery.
• Never reach into a CNC machine while it is running.
• Never place hands near a revolving spindle.
• Never leave the machine so that someone else is able to start it by pressing the cycle start
button.
• Below are some general tooling safety rules that you can use as a starting guide. You
might like to add any other rules that apply to you.
DON'T:-
• Never use blunt tools.
• Never use cracked or chipped tools.
• Never use tools with damaged tungsten tips.
• Below are some general machine safety rules that you can use as a guide only. You might
like to add any other rules that apply to you.
DO:-
• Always keep the area around the machine clear of obstacles.
• Always stack material where you can reach it but where it is clear of the moving parts of
the machine.
• Always check that tools are sharp and set correctly.
• Always check that the correct tool data is entered into the CNC program.
• Always make sure that all guards are in position while the machine is in operation.
• Always make sure that all work and fixtures are clamped securely before starting
machine.
• Always make sure spindle direction is correct for right-hand or left-hand operation.
• Always conduct a dry run to ensure the program is correct.
• Always follow company policy on correct procedures when handling or lifting parts or
tooling.
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DON'T:-
• Do not use the machine table as a workbench.
• Do not use compressed air to blow chips from the parts of the machine, machine surfaces,
cabinets, controls or floor around the machine.
• Use the jog function keys and dial to move the tool to part zero point
• Press the OFFSET key
• PAGE UP on work coordinate page to G54 X
• Push PART ZERO SET key and the X-axis value will be stored as the offset
• The cursor will automatically move to the G54 Y location
• Push PART ZERO SET key and the Y-axis value will be stored as the offset
• Leave the Z value at zero at this point
With CNC machining, manufacturing equipment and tools are controlled by programmed
software to complete various complex factory operations. Common CNC machine types
include but are not limited to three-dimensional cutting tools, lathes, routers, mills and
grinders. CNC stands for computer numerical control.
A. Set up
• Ensure the machine is fully powered down. Don't leave any risk of the machine
turning on by accident.
• Securely load the part. In a CNC lathe, the stock is held in a “chuck” by tightening
screws at each end.
• Select and load your tooling.
• Correctly calibrate the tools and the part.
• Enter and execute the program
• Use the jog handle to accurately position tool tip to Z0 on top of your part
• Press the OFSET key
• PAGE DOWN to the Tool Offset page and cursor to Tool #1
• Press the TOOL OFSET MESUR key and the Z value will be stored in tool offset #1
• Repeat 1-4 for other tools if using multiple tools
• Press Power Up button to return tool to its home position
Entering machine parameters: These are three methods of entering machine parameters.
i. Setting through parameter CD-ROM-each block contains a machine set up data code
to identify the machine parameter followed by data for that parameter.
ii. Setting data through MDI - the machine data can be input through the operator’s
control panel by following the procedure for the control system.
iii. Setting data in EPROM’s - machine parameters can be entered in the erasable
programmable read only memories. The data is permanently stored in specific
locations in the memory chip. To enter the set up data in EPROM, an EPROM
programmer is necessary.
• Clean Surface: Clean all surfaces like table, vise jaws and part (work piece) with cloth, so
that no oil drops, material chips remain there.
• Load Tool: it required to complete part (including edge finder, vise leveling at 0).
• Load Part: Load part (work piece) in vise or hold your part (work piece) with your
machine holding arrangements.
• X, Y axis’s Offsetting: Set the part (work piece) offset. Use edge this purpose finder or
do it with End Mill Cutter (if you are using end mill cutter for tool offset, then read Tool
Offset Article). First do the zero offset for the X axis. Pick up the X0 position by using
edge finder. Go to the zero offset page and add the machine absolute X value to the value
currently in the zero offset page’s registry. Do the same for the Y axis.
• Z axis Offsetting: After X,Y axis’s offsetting set the tool length offset for each tool by
loading first tool in spindle. Manually move the Z axis down until the tool’s tip is near
the Z0 position. Get a piece of 1.00 mm shim stock (always use any fix size of shim like
1, 2 or 5 mm ) and hold it between the part (work piece) and the tip of the tool. Carefully
lower the Z axis in 0.001 mm increments until the shim stock can be pulled with a slight
drag. Go to your tool length offset page and enter the machine’s absolute Z value plus -
1.00 mm in the tools registry. Repeat procedure to additional tools. Note: -1.00 mm is
added for the shim stock’s thickness.
• Cutter Radius Compensation: Enter each tool diameter in tool length offset page. That
will be helpful when you are using Cutter Radius Compensation in your program.
• Coolant or Cutting Oil: Adjust coolant lines because coolant can properly cool tools and
wash chips away, and most important coolant will increase the cutter life.
• Cycle start: Put the machine in low feed, activate single block and then press cycle start.
Be careful and read every block programmed and watch each movement the machine
makes ready to stop the machine in case there are any programming errors. (You could
also run the program 10 mm or whatever above the part (work piece) to make sure
everything is good and use Dry Run if you feel it necessary.
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3.4.2. Adjustment of machines
When using any machine tool, accuracy is everything. That’s why getting your tools set up
and maintained to specific tolerances from the off is vital.
Every machine tool works by holding the cutting tool against the work piece in a controlled
manner. To resist the cutting forces put on it, the machine is designed to take these forces and
be strongest where maximum force exists. Therefore the slide ways on each tool must be
adjusted precisely so they can slide smoothly, without showing slackness under stress.
On the milling machine there are, like the lathe, three main slide way movements to
maintain. These run on the three axis;
• The X axis (side to side)
• The Y Axis (back and forward)
• The Z axis (up and down)
Similarly to the lathe, all the slide ways on the mill are adjusted using jib strips. These are
parts of the slide way that can be moved to reduce clearance. This is all done using screws,
which are tightened until the axis is stiff and then backed off slightly, to achieve the correct
clearance.
B. X and Y Axis
Both of these slide ways are adjusted in similar ways. The X axis slide way will have a row
of screws and locknuts underneath the main table on the front of the machine. It’s best to
start with the outer screws on here as they give better control of the slide way alignment.
Loosen the locknut and then whilst winding the hand wheel tighten the screw until you feel
resistance. Back off 5 degrees at most before tightening the locknut.
The Y axis requires a similar adjustment but this time the screws are to the side and
underneath the main table. Once again wind the hand wheel whilst tightening the screw until
resistance is felt. Back off again very minimally and then retighten the locknut.
Perhaps the hardest of the slide ways to adjust, the Z axis is also the most important. It is the
most important due to its direct effect on the alignment of the spindle.
On the Z axis you have a screw on the underside and topside of the machine head, close to
the column. These are attached to a tapered strip that increases/decreases the slide way
clearance. Firstly you will have to loosen the bottom screw. Then whilst winding the hand
wheel, tighten the top screw until resistance is felt and back off approximately 1/2 a turn.
Now re-tighten the bottom screw to push the jib strip up to the top screw.
There are two things that you can do to check the accuracy of your spindle;
• Check the spindles slackness – This is done with a dial gauge pressed against the side
of the spindle. You then proceed to try and move the spindle side to side – checking
the amount of movement. Unfortunately if there is any amount of movement there is
little you can do except send the machine back to the company’s servicing
department.
• Establish if the spindle is square to the other axis (only required on tilt head
machines). To do this the dial gauge needs to be fixed on to the spindle itself with the
needle touching the main table and set to zero. The spindle then needs to be turned
180 degrees, and the figure on the gauge noted.
If the reading is slightly out, this can be rectified. Just slacken the clamping bolts and then
lightly tap the machine head, noting the dial gauge as you go. Once it’s back to zero, clamp
again and retest, just in case the reclamping has moved the head slightly.
Alongside regular adjustments, periodic lubrication is very important. Slide ways and lead
screws require lubrication to prevent premature wear and excess friction. These adjustments
to the slide ways and spindle will help you get the very best from your milling machine. It
should be noted that continued checking of the slide ways should be done on a regular basis
(depending on how much the machine is used). This is due to them being worn away by the
constant movement.
• In the Post Processing window, make all of the necessary changes as shown to the
below.
• Select the Red "X" Box in the upper right corner to exit the editor.
• Choice of the most adequate machine tool for the several stages of machining
• Relevant features:
➢ The workspace of a machine versus the part to be produced
➢ The options available on each machine
➢ The tools available
➢ The mounting and the part handling
➢ The operations that each machine can perform
C. Cutting data
N Sequence Number
G Preparatory Functions
X X Axis Command
Y Y Axis Command
Z Z Axis Command
R Radius from specified center
A Angle ccw from +X vector
I X axis arc center offset
J Y axis arc center offset
K Z axis arc center offset
F Feed rate
S Spindle speed
T Tool number
M Miscellaneous function
N40 G01 Z0
G01 linear interpolation (feed)
Z0 tool point touching end of the work
N55 X.580
X.580 tool moves out to the small diameter of .060 x 450 bevel
N65 Z-1.150
Z-1.150 the .700 diameter cut to 1.150 length
N70 X.750
X.750 cutting tool feeds out to .750 (small end of taper)
N85 Z-2.050
Z-2.050 the .925 diameter is cut to 2.050 length
N90 X1.050
X1.050 the tool is fed out to .050 past the diameter of the part
Finish Turning
N110 M30
M30 end of program
% Rewind code
Part II: Multiple Choice - Instructions: For each of the following question choose the best
correct answer and circle the letter of your choice from the given alternatives.
Part III: Marching - Instructions: For the following questions match from “B” to “A”
column
______ 2. Spindle Speed, Feed rate and Depth of Cut B. Cutting data
Part IV: Short answer – Instructions answer all the questions listed below.
Procedures:
Quality criteria: The output of the simulation must be identical with the given figure
Instruction I: Given necessary templates, tools and materials you are required to perform the
following tasks within 10 hours.
This unit will also assist you to attain the learning outcomes stated in the cover page.
Specifically, upon completion of this learning guide, you will be able to:
It’s simple enough to take a ruler or a measuring tape and mark out inches or millimeters. But
measuring dimensions of CNC machined parts – many with tolerances tighter than +/- .001
inch – is a whole other ball game. When you’re dealing with measurements that small, you
need to have sophisticated measuring tools, and the knowledge to use them.
• Go/No-Go Gage
Go/No-Go gages measure parts to ensure that they are within their specified tolerances. The
“no-go” portion represents one end of the tolerance range, and the “go” portion represents the
other. For example, in a plug gage, the “go” end should fit into the hole, while the “no-go”
end should not.
• Calipers
Calipers range broadly in shape, size and sophistication. Regardless of type, calipers all
measure using the same principle: by allowing two opposing tips to rest at the beginning and
end of a distance being measured. The common protractor, used to measure degrees, is also a
type of caliper.
• Vernier calipers: first perfected in the 1600s, vernier calipers consist of a flat bar
along which two opposing tips slide. The distance between the tips is measured using
an accurately graded scale.
• Dial calipers: dial calipers function similarly to Vernier calipers, but display
measurements on a simple dial, making them easier to read.
• Digital calipers: like dial calipers, digital calipers offer an easy-to-read display–in this
case, a digital screen.
• Micrometer
Micrometers use a calibrated screw, connected to a scale that moves as the screw is turned
clockwise or counterclockwise. Many micrometers look and function similarly to calipers,
but they can come in a variety of shapes.
• Bore micrometer: a micrometer attached to a bore gage, used to measure the size and
shape of holes.
• Depth micrometer: a micrometer used to measure the depth of any recess, hole or slot.
• Air Gage
Air gages use pressurized air to measure the dimensions of an object. They were first
introduced in the 1940s, and have undergone improvements to become one of the most
trusted precision measuring tools in machine shops. Air gages function by shooting air out of
a specifically calibrated nozzle, and recording the rate at which the air returns to multiple
sensing nozzles. Thus, they are able to read the air flow between the measuring tool and the
object being measured.
• Profilometer
Dating back to the 1950s, CMMs are mechanical devices designed to automate various
aspects of measurement. They are often shaped like an upside-down “U,” with legs that move
on either side of a surface plate. The probe also moves side-to-side along the bridge of the
“U,” as well as up and down, allowing measurement of X, Y and Z axes.
CMMs vary widely when it comes to the “probe” component, or the attachment that directly
measures an object through contact or proximity. Originally, all probes were mechanical, and
recorded coordinates through direct contact with a surface. Optical probes, more recently
developed, have a camera-like component that scans images at specified coordinates,
registering changes in contrast within the image to determine accurate measurements.
Modern probes use lasers or white light to scan objects, recording thousands of data points at
a time. This technology makes it possible to integrate with CAD software and produce virtual
3D models of parts with a high degree of accuracy.
• Travers Tool
Travers Tool carries a variety of measuring equipment from standard to digital. Confirm your
part's design with Travers Tool's hand-held and simple gages such as angle gages, bore
gages, chamfer gages, depth gage calipers, gage balls and blocks, height gages and
accessories, hole gages, micrometers, and more. Blocks, calipers and accessories, coating
measurement, drafting, electrical testing, hardness testers, indicators, levels, are also included
in Travers Tool's measuring and inspection section.
Performing machining operations is only one part of a career in the machining field.
Measurement is another core duty that is performed many times every day in the industry.
During machining, dimensions, or specified print sizes, must be measured to be sure they are
within required specifications. Every dimension shown on a print is given a certain amount
of allowable variation. That allowable variation is called a tolerance. A tolerance gives a size
range that is acceptable. Why do tolerances exist? They are an engineer’s or designer’s way
of saying “so long as this print dimension is within this range, the machined part will
function correctly.”
This definition for conformance says it is right or it is not right for shipment. In
manufacturing, when products conform, we ship them. If products don’t conform, they fail
the quality test and we must rework, repair, sort good from bad, or scrap the product. We
can’t ship nonconformances “as is”. Conformance sounds like an internal requirement, but it
is not. Customers set external standards when they buy an advertised product. Costs and
schedules are also important product conformance items. As a consumer, do you want to
spend more and receive your purchase later than meets conformance to your requirements?
Conformance by sorting good product from bad is a terminal manufacturing illness. The
sorting approach is better than nothing but not much better. Waste from the sort-and-suffer
philosophy is insidious. Sorting begins with the best of intentions, but the results are costly.
A better manufacturing method is: “Do it right the first time”.
The accuracy of machine tools is one of the most fundamental requirements for high
precision engineering. It is typically milling, grinding and turning operations that produce the
most tightly toleranced features within high-value machines and assemblies. An
Kinematic Errors
Kinematic errors are those built into the machine due to manufacturing inaccuracies and
clearances in its geometry-defining components such as linear slide ways and rotary
bearings. They are always present regardless of any external factors such as temperature and
forces. Many kinematic errors only depend on position, such as the straightness of an axis or
the alignment between axes. Play in drives, slide ways and rotary bearings results in
hysteresis effects, which cause different errors depending on the direction of travel.
Examples of these effects include backlash and lateral play.
Because kinematic errors are repeatable, they are relatively easy to compensate using
calibration. Traditionally, the emphasis was on making mechanical adjustments to machines
to eliminate these errors, for example, by grinding an axis flat. Although a good standard of
mechanical alignment is still the foundation for machine tool accuracy, the use of computer
numerical control (CNC) now allows much greater use of digital correction. This means that
if there is a measured high point on the x-axis that produces an error in the z-direction.
Rather than attempting to remove the high point on the x-axis, it is easier to introduce a
corrective offset in the CNC controller. So, when the x-axis approaches the high point, the z-
axis will automatically move in the opposite direction to maintain straight line motion of the
tool along the nominal x-axis.
Machine tool errors are the difference between the actual tool path and the desired path. A
physical object has 6 degrees of freedom with regard to its motion; 3 translations and 3
The weight of moving parts of the machine and of the work piece will cause a repeatable
displacement of the machine structure, which depends on the combination of axis positions.
The standard approach to kinematic calibration assumes that the errors in each axis depend
only on position along that axis. This means that each axis can be calibrated in isolation and
the resultant errors for any given position calculated by superposition. However, when
considering loads acting on the axes, this assumption is not valid since when an axis as the
end of the kinematic chain is fully extended, it will exert a larger moment on the axis to
which it is attached. For this reason, for the highest accuracy, so called volumetric
compensation must be carried out. This means that instead of taking measurements at a
number of discrete positions along each independent axis, measurements are taken at grid
positions within the volume of the machine. The result is a far lengthier calibration process.
The additional controller software required to implement volumetric compensation can also
be very expensive, meaning that this is only applied for the most demanding applications.
Luckily, the inherent stiffness of machine tools means that these errors are usually very
small, probably less than a micron for typical CNC machine tools. However, for large gantry-
based machines, operating at scales of several meters, volumetric compensation can
eliminate significantly larger errors.
Additional deformations of the machine tool structure, and resulting errors, are caused by
acceleration of the machine and work piece mass, as well as process forces. These can have a
significant effect on machine errors. Inertial forces are predictable and could, therefore, be
compensated using model-based correction, although this is not thought to be done by any
Motion control errors include both physical effects, such as the dragging of cable looms, and
control interpolation errors, such as servo mismatch and reversal spikes. Dynamic errors are
those which are only present when the machine is in motion. Such errors include controller
errors such as reversal spikes, and servo mismatch and vibration.
A spindle is effectively an additional rotary axis with the important difference that rotational
positioning about the spindle axis does not need to be accurately controlled. In fact, the
spindle may be referred to as the rotary drive axis, however, due to the high speed of
operation, entirely different measurement techniques are required to measure spindle errors.
Errors associated with this axis are sometimes referred to as runout so that radial errors are
referred to as radial runout and axial errors as axial runout. Angular positioning is generally
not a consideration since the tool is continuously rotating within the axis rather than being
rotated accurately.
Although kinematically identical to any other rotary axis, in practice error sources and
detection are very different due to the far greater speed of rotation. Non-contact sensors that
provide very high frequency measurements are therefore required, such as proximity sensors
that make use of eddy current effects.
Additional errors are associated with the repeatability of the tool change operation (index
errors) and tool wear which affects tool length, tool diameter and tool geometry. These may
be calibrated using laser tool calibrators that are able to recalibrate the tool position and size
rapidly during operation of the machine.
Part I: Multiple Choice - Instructions: For each of the following question choose the best
correct answer and circle the letter of your choice from the given alternatives.
Part II: Short answer – Instructions answer all the questions listed below.