Guide Ways and Spindles
Guide Ways and Spindles
13.1 INTRODUCTION
Design of machine tool elements is critical in tool engineering. They must withstand against applied external load. The machine tool elements such as guideways, slideways and spindle unit are discussed in detail in the next section. Additionally, requirements, functions and types of guideways and spindle are also explained.
Objectives
After studying this unit, you should be able to understand various types and functions of guideways, the design of slideways, the design of spindle, and function of spindle.
(c)
Guideways should have high accuracy of travel. It is possible only when the deviation of the actual path of travel of the operative element from the predetermined normal path is minimum. Guideways should be durable. The durability depends upon the ability of guideways to retain the initial accuracy of manufacturing and travel. The frictional forces acting on the guideway surface must be low to avoid wear. There should be minimum possible variation of coefficient of friction. Guideways should have good damping properties. What are various functions of guideways? State requirements of guideways.
SAQ 1
(a) (b)
vs
Fh = C * vs
. . . (13.1)
Where C is constant and depends upon wedge angle , the geometry of sliding surfaces, viscosity of the lubricant and parameter of lubricant film. vs is sliding velocity. W is weight of the sliding body. The resultant normal force acting on sliding body, R = Fh W From Eq. (13.1), it is clear that the hydrodynamic force increases with increase in sliding velocity. The sliding body rests on the stationary body when hydrodynamic force is less than the weight of the sliding body. Here, there are semi-liquid type friction conditions and under these conditions the two bodies are partially separated by the lubricant film and partially have metal to metal contact. The resultant normal force on sliding body starts to act upwards and the body floats as hydrodynamic force is greater than the sliding weight of the body. The sliding surfaces are completely separated by the lubricant film and liquid friction occurs at their interface. The slideways in which the sliding surfaces are separated by the permanent lubricant layer are known as hydrodynamic slideways. This permanent lubrication layer is due to hydrodynamic action. A permanent lubricant layer between the sliding surfaces can be obtained by pumping the liquid into the interface under pressure at low sliding speed. The sliding body is lifted by this permanent lubricant layer. Such slideways are called as hydrostatic slideways.
SAQ 2
(a) (b)
pmax Pmp
where
. . . (13.2)
pm = maximum pressure acting on the mating surface, and pmp = permissible value of the maximum pressure.
It is seen during the subsequent analysis that slideway designed for maximum pressure is quite complicated. Sometimes, this design is replaced by a simple procedure based upon the average pressure acting on the mating surfaces. The condition is that: Pa Pap where pa = average pressure acting on the mating surface, and . . . (13.3)
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pap = permissible value of the average pressure. Hence from Eqs. (13.2) and (13.3), the design of slideways for wear resistance requires that (a) (b) (c) pm and pa to be known, pmp and pap to be known, and The values of pmp and pap are given for different operating conditions of slideways on the basis of experience. For determining pm and pa, the first and foremost task is to determine the forces acting on the mating surfaces.
Forces acting on the mating surfaces in combination of V and flat slideways. The combination of V and flat slideways is commonly used in lathe machines. The schematic diagram of slideways and the forces acting on the system for the case of orthogonal cutting are illustrated in Figure 13.2.
d Fy
h F3 Fz
F1 S W b
The forces acting on V and flat slideways are : (a) (b) (c) Cutting force component Fz (in the direction of the velocity vector) and Fy (radial), Weight of carriage W, and Unknown forces F1, F2 and F3 acting on the mating surfaces.
The unknown forces are calculated from following equilibrium conditions : Sum of components of forces acting along Y-axis = 0 i.e.
Y =0
F1 sin F2 sin + Fy = 0 . . . (13.4)
Z =0
F1 cos + F2 cos + F3 W Fz = 0
. . . (13.5)
Mx = 0
F1 cos .
b b d b + F2 cos . Fz . Fy . h F3 . = 0 2 2 2 2
d 2h Fy b b
. . . (13.6)
F3 = F1 cos + F2 cos Fz
If the apex angle of the V is 90o, and assume that present angle may change to = 90 , the solution of simultaneous algebraic Eqs. (13.4) and (13.7) gives :
F1 =
. . . (13.8) . . . (13.9)
F2 =
F3 =
. . . (13.10)
Eq. (13.10) represents the forces acting on the mating surfaces in combination of two flat sideways. The schematic diagram of the slideways and the forces acting on the system under orthogonal cutting conditions are shown in Figure (13.3).
d Fy F3 w F2 II W b YQ Figure 13.3 : Forces Acting on Combination of Two Flat Slideways
xp Z Fx Fz X
F1
Fz S
Yp
F1
The forces acting on combination of two flat slideways are : (a) (b) (c) (d) Cutting force components, i.e. axial Fx, radial Fy, and Fz in the direction of velocity vector. Weight of carriage, W. Unknown forces F1, F2 and F3 acting on the mating surfaces. Frictional forces F1, F2, F3, where is the coefficient of friction between the sliding surfaces. 21
The unknown forces F1, F2 and F3 are calculated from following equilibrium conditions :
X =0
Fx + ( F1 + F2 + F3 ) R = 0
. . . (13.11)
y=0
F2 Fy = 0 F2 = Fy
. . . (13.12)
z=0
F1 + F3 Fz W = 0
. . . (13.13)
Mx = 0
W
From Eq. (13.14)
F3 = Fz y p Fy h b + W 2
b + Fz y p Fy h F3 b = 0 2
. . . (13.14)
. . . (13.15)
The pulling force, R is calculated from Eq. (13.11) on substituting the values of F1, F2 and F3. R = Fx + ( Fz + Fy + W )
Determination of Average Pressure
. . . (13.16)
pF1 = pF2 =
pF3 =
where
F1 vL F2 wL
F3 uL
L = length of the carriage, and v, w, u = the width of slideway faces on which forces F1, F2 and F3 are acting respectively.
It is necessary to establish the points of action of the resultant normal forces F1, F2 and F3 on the respective faces for calculating the maximum pressure. The distance between the point of action of normal force F1 on the flat slideway I and the center of the carriage is denoted by x A . This is shown in Figure 13.3. The distance between force F2 acting on the vertical face of flat slideway II and the center of the carriage is denoted by x B , and the distance between force F3 acting on horizontal face of flat slideway II and the center of the carriage is denoted by xc . For determining x A , x B and xC , we have two equilibrium conditions :
My = 0
Fx h + Fz x p F1 x A F3 xc + RzQ = 0 22 . . . (13.17)
And
Mz = 0
Fx y p + Fy x p RyQ F2 xB + F2 (l + u ) + F3 l = 0 2
. . . (13.18)
An additional equation may be written by assuming that the moment of reactive forces F1 and F3 about the Y-axis is proportional to the width of the slideway face, i.e.
F1 x A v = F2 xc u
. . . (13.19)
On solving Eqs. (13.17), (13.18) and (13.19), we get, the values of x A , x B and xc . The ratio of x A /L, x B /L and xc /L calculates the shape of the pressure distribution diagram and the maximum pressure on a particular face of the slideway. The procedure for determining the maximum pressure on flat slideway I is being subjected to the normal force F1 which is described below. The most general case of pressure distribution along the length of contact L corresponds to a trapezoid as shown in Figure 13.4.
F1
pmax pmin
L/2
yc
Force F1 acts at the center of gravity of trapezoid. The distance yc at the center of gravity from the larger arm of the trapezoid can be determined as :
yc =
pmin L .
pmin ) L L. 2 3 pmin L 2
. . . (13.20)
As a result,
yc =
xA =
Now
L yc 2
A =
. . . (13.21)
xA 1 < L 6
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In this case the pressure distribution diagram represents a trapezoid. This is explained with the help of following example.
Let
pmax pmin =
pmin =
From above equation, it is clear that pmin is a positive, non-zero value. Hence pressure distribution diagram must be a trapezoid.
pmax + pmin = 2 pav
. . . (13.22)
pmax pmin =
12 x A pav L
. . . (13.23)
6x pmax = pav 1 + A L
C A CB .h CC
Hence total radial deflection is given by
CFF = CB +
C A CC .h b
. . . (13.24)
In the lathe bed using a combination of flat and V slideways, the contact deformation of the flat slideways is shown by lowering CC. The faces of the V-slideways suffer a deformation of CA and CB. This will result in :
B
(a)
(b)
24
h CB Z CA Y b
Figure 13.5 : Radial Displacement of Cutting Edge in Combination of Two Flat Slideways
This nature of deformation of flat and V-slideways results in : (a) (b) radial deflection of the cutting edge by CH and rotation of the saddle due to unequal vertical lowering of the flat and V slideways which leads to radial deflection of the cutting edge by
Cv Cc .h b
The total radial deflection then becomes
CFv = Ch +
Cv Cc .h b
. . . (13.25)
The contact deformation is assumed proportional to the average pressure for the purpose of stiffness design. The coefficient of proportionality d is known as contact compliance. This coefficient must be determined for each pair of slideway materials. However for approximate calculations, an average value of d = 1 10 6 mm2/N may be used. Eqs. (13.24) and (13.25) can be rewritten as follows :
CFF = d pB + d
p A pc .h b
. . . (13.26) ...
dh ( pB sin + p A cos pC ) b
After calculating the total radial deflection of the cutting edge, the design for stiffness is carried out in accordance with Ci = Cip .
SAQ 1
(a) (b) What are principle parameters in designing slideways? Design the slideways for machine tool.
It clamps the workpiece or cutting tool in such a way that the workpiece or cutting tool is reliably held in position during the machining operation. It imparts rotary motion or rotary cum translatory motion to the cutting tool or workpiece. It is used for centering the cutting tool in drilling machine, milling machine, etc. while it centers the workpiece in lathes, turrets, boring machine, etc. The spindle should rotate with high degree of accuracy. The accuracy of rotation is calculated by the axial and radial run out of the spindle nose. The radial and axial run out of the spindle nose should not exceed certain permissible values. These values depend upon the required machining accuracy. The rotational accuracy is influenced mainly by the stiffness and accuracy of the spindle bearings especially by the bearing which is located at the front end. The spindle unit must have high dynamic stiffness and damping. The spindle bearing should be selected in such a way that the initial accuracy of the unit should be maintained during the service life of the machine tool. Spindle unit should have fixture which provides quick and reliable centering and clamping of the cutting tool or workpiece. The spindle unit must have high static stiffness. Maximum accuracy is influenced by the bending, axial as well as torsional stiffness. The wear resistance of mating surface should be as high as possible. Deformation of the spindle due to heat transmitted to it by workpiece, cutting tool, bearings etc. should be as low as possible. Otherwise it will affect the accuracy of the machining accuracy.
(b) (c)
The spindle is basically designed for bending stiffness which requires that maximum deflection of spindle nose should not exceed a prespecified value, i.e. d max d per
F2
. . . (13.28)
F1
a
Figure 13.6 : Principle of Working of Spindle
The total deflection of spindle nose consists of deflection d1 of the spindle axis due to bending forces F1 and F2 and deflection d2 of the spindle axis due to compliance of the spindle supports. When the spindle has tapered hole in which a center or cutting tool is mounted, the total deflection of the center or cutting tool consists of deflections d1, d2 and d3 of the center or cutting tool due to compliance of the tapered joint. 26
F1
(b)
Mr
(c)
d1
Figure 13.7(a) shows schematic diagram of spindle. Figure 13.7(b) depicts the design diagram of the spindle and figure 13.7(c) illustrates deflected axis of the spindle. Consider the spindle shown in Figure 13.7(a). By replacing the rear ball bearing by a hinge and the front sleeve bearing by a hinge and reactive moment Mr, the spindle can be reduced to the design diagram as shown in Figure 13.7(b). The deflection at the free end of the beam (spindle nose) can be determined by Macaulays method and is found out to be
d1 = 1 3 EI a k 2 F1 m (a + m) 0.5 F2 k b m 1 a M r a m
. . . (13.29)
where
E is Youngs modulus of the spindle material. Ia is average moment of inertia of the spindle section.
d2 = G m+x x
m d 2 = 1 + G x
E E
. . . (13.30)
O (c)
G H
d2
G = E x ax
x=
a G E + G
m m d 2 = 1 + G + E a a
. . . (13.31)
Hence it is clear from above equation that displacement G of the front bearing has greater influence upon deflection d 2 of spindle nose than displacement E of the rear bearing. Displacement E =
RE SE
and
G =
RG SG
Where RE and RG are the support reactions at E and G respectively. SE and SG are stiffness at E and G respectively. At equilibrium,
M
Similarly 28
=0
RG a F2 k + M r F1 ( m + a ) = 0
RG =
F2 k M
+ F1 ( m + a ) a
=0
RE a F2 b M r + F1 m = 0
Deflection d 2 =
RE =
( F2 b + M r F1 m) a
F2 k M r + F1 (m + a) m F2 b + M r F1 m m 1 + + . . . (13.32) a SB a a SA a
d = d1 + d 2
d2 d d1
a . The optimum value of this ratio is the one that makes sure that minimum m total deflection d can be determined from differentiating it partially with respect to .
Where, = For minimum deflection d,
dd = 0. d
The point of the minimum of the d1 + d 2 curve, gives the optimum value of ratio a/m which generally lie between 3 and 5. The value of opt depends upon ratio of stiffness of the front and rear bearings, = Where SC = 3EI m m3
S I SE and factor J = G m . SG SC I a
Im = average moment of inertia of the spindle over cantilever. Ia = average moment of inertia of the spindle over the supported length. An opposite constraint on maximum span stems from the requirement that for normal functioning of the spindle driving gear, the stiffness of the span should not be less than 245-260 N/m. This constraint is expressed through the following relationship :
a
where
4/3 Da 1/ 3
i
Da = average diameter of the supported length of the spindle, i = 0.05 for normal accuracy machine tools, and = 0.1 for precision machine tools. 29
When the spindle is supported on hydrostatic journal bearings, the maximum deflection at the middle of the span should satisfy the condition: d a max 10 4 a
And the maximum span length a max should be limited by the above constraint. This constraint is based upon the requirement that the maximum misalignment due to deflection of the journals should not exceed one third of the bearing gap.
where
If manufacturing the errors of the taper are ignored, and can be calculated from following equations :
= =
where
4 DC1 ( d C2 + C3 ), m D 4 F 2 C1 (2 d C4 + C2 ) D
C2, C3, C4 = coefficients that account for the diameter variation along the length of taper.
1 = 4 2.3 C D 1
1/ 4
, cm 1
D and d are expressed in cm. Generally displacement due to contact compliance can be ignored in comparison with the displacement due to bending of the shank or center. Hence,
d3 =
4 F 2 C1 (2 d C4 + C2 ) d , m D
. . . (13.33)
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deformation of the spindle and deformation of drive components. As stated earlier, spindles are designed for stiffness, primarily radial. However in heavily loaded spindles the stiffness design must be proved by a strength check against fatigue failure. The strength check requires that
f f min
where f = factor of safety against fatigue failure. fmin = minimum value of safety factor = 1.3 to 1.5 If spindles are subjected to combined bending and torsion, the factor of safety f is determined from the equation, f = 3 (1 4 ) de e 10 (kM b )2 + (bT )2 . . . (13.34)
where
where
Q=
. . . (13.35)
where
= 1.7 to 2.0
SAQ 2
(a) What are functions and requirements of spindle? 31
(b) (c)
Design the spindle for machine tool. Explain the deflection of spindle due to bending and spindle support.
13.7 SUMMARY
The guideway is used to ensure moving of the cutting tool or machine tool operative element along predetermined path. Slideways and anti friction slideways are two types of guideways. Slideway is basically designed for wear resistance and stiffness. The pressure acting on mating surfaces create wear. Hence it is essential to resist wear. The design for stiffness specifies that the deflection of cutting edge due to contact deformation of slideways should not exceed permissible value, which is required to maintain the accuracy. Spindle is generally used for centering and clamping the workpiece, and imparting rotary motion. Spindle is basically designed for bending stiffness.
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