Test Gauge for Tool Holder Distortion Detection

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Solution Overview

Problem

Machine tools face machining errors and compromised tolerances due to improper installation of retention knobs in tool holders, leading to relative movement between the tool holder and spindle, resulting in wear and reduced tool life.

Innovation Solution

A test gauge with a tapered bore and multiple dial indicators is used to measure the distance between reference points on the tool holder and gauge body, ensuring proper installation of the retention knob and detecting any distortion caused by it, thereby maintaining full contact between the tool holder and spindle.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If the retention knob is overtightened to secure the tool holder in the spindle, then the tool holder is held firmly, but distortion is created in the tool holder shank which prevents full engagement with the spindle socket

Engineering Contradiction:
Improveholding forceVSAvoidengagement precision
Core Design Contradiction:
StrengthVSManufacturing precision

Solution Approach 1:

The test gauge is used to check the tool holder shank for distortion before installing the retention knob. This preliminary detection allows the operator to adjust the retention knob installation process to avoid overtightening, thereby preventing distortion that would compromise engagement precision while still achieving sufficient holding force.

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If the retention knob is properly installed to avoid distortion, then full contact between the tool holder shank and spindle socket is maintained, but additional measurement and verification steps are required

Engineering Contradiction:
Improveengagement precisionVSAvoidverification complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The test gauge is designed with a self-indicating mechanism where the dial indicator automatically shows whether the tool holder shank is distorted when the gauge is placed on the tool holder. This self-service approach simplifies the verification process by providing immediate visual feedback without requiring complex measurement procedures or skilled interpretation.

Inventive Principle:
Principle #25Self-service

3Reliability

If the tool holder shank is not in full contact with the spindle socket, then relative movement occurs under heavy machining, but detecting this condition requires additional testing equipment

Engineering Contradiction:
Improvecontact reliabilityVSAvoiddetection complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The test gauge acts as an intermediary device between the tool holder and the measurement process. By placing the gauge on the tool holder shank, it indirectly detects distortion that would prevent full contact with the spindle socket. This intermediary approach allows detection of contact reliability issues without requiring direct measurement of the interface between the tool holder and spindle.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS9527185B2Test gauge
Publication Date: 2016.12.27 STONEBACK JOHN WAYNE
  • US9527185B2 patent drawing
  • US9527185B2 patent drawing
  • US9527185B2 patent drawing

AI summary

A test gauge for determining whether a tool holder assembly that utilizes a retention knob is properly assembled. The test gauge is mounted on a tool holder before the installation of a retention knob. Measurement devices, such as dial indicators, determine whether a “wobble” exists between the test gauge and the tapered surface of the tool holder and also provide a distance measurement between the test gauge and a reference surface on the tool holder. After installation of the retention knob, the test gauge is again placed on the tool holder in the same relative position and the distance between the test gauge and the reference surface is again observed. Any change in the distance measurement is an indication that the installation of the retention knob produced a distortion in the tool holder tapered surface which, if not corrected, can produce wear in the tool holder, the spindle and/or the cutting tool. The test gauge also includes at least one measurement device for measuring wobble between the test gauge and a tool holder received by the test gauge.