Vertical Machine Tool Spindle Lock for Milling and Turning

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Solution Overview

Problem

Existing vertical machine tools require separate machines for milling and turning operations, increasing complexity, time, and cost due to the inability to perform both operations on the same machine without compromising accuracy.

Innovation Solution

A vertical machine tool with an upper headstock and lower tailstock that includes a mechanical spindle lock, allowing for both milling and turning operations by securely fixing the headstock spindle against rotation using an annular locking member, enabling high-speed turning operations up to 2500 RPM.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the headstock spindle is allowed to rotate freely during turning operations, then the machine can perform turning operations, but the spindle rotation compromises the accuracy of the turning operation

Engineering Contradiction:
Improveturning operation capabilityVSAvoidturning operation accuracy
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The headstock spindle's rotational state is made dynamic, switching between rotating (for milling) and locked (for turning) based on the operation type. The mechanical spindle lock enables this dynamic reconfiguration, allowing the spindle to be locked during turning operations to maintain accuracy while permitting rotation during milling operations.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

A mechanical spindle lock acts as an intermediary component between the headstock spindle and the machine frame. This lock mechanism mediates the spindle's rotational freedom, selectively restraining it during turning operations to ensure accuracy while allowing rotation during milling operations.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If a mechanical spindle lock is implemented to fix the headstock spindle, then turning operation accuracy is improved, but the device complexity increases

Engineering Contradiction:
Improveturning operation accuracyVSAvoidspindle locking mechanism
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The locking function is extracted as a separate, dedicated mechanical component (spindle lock) rather than being integrated into the motor control system. This extraction simplifies the overall system architecture by providing a clear mechanical solution that is easy to implement and maintain, avoiding the complexity of sophisticated electronic control systems.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces potential complex electronic or magnetic locking systems with a simple mechanical locking mechanism. This mechanical substitution provides a reliable, accurate, and cost-effective solution that avoids the complexity of electronic controls while achieving the desired spindle fixation during turning operations.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Device complexity

If the headstock spindle uses only magnetic resistance from the electric motor to resist rotation, then the structure is simpler, but the spindle may rotate even slightly during turning operations compromising accuracy

Engineering Contradiction:
Improvespindle resistance mechanismVSAvoidturning operation accuracy
Core Design Contradiction:
Device complexityVSManufacturing precision

Solution Approach 1:

The resistance mechanism is segmented into two distinct components: magnetic resistance from the electric motor for general operation, and a mechanical locking component for precise fixation during turning. This segmentation allows each component to perform its specialized function optimally, with the mechanical lock providing the additional rigidity needed for accurate turning operations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The spindle resistance system uses a composite approach, combining magnetic resistance (from the electric motor) and mechanical resistance (from the spindle lock). This composite resistance mechanism provides both the simplicity of magnetic braking and the precision of mechanical locking, achieving accurate turning operations while maintaining structural simplicity.

Inventive Principle:
Principle #40Composite materials

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables accurate and rapid performance of both milling and turning operations on the same machine, reducing operational complexity and cost by maintaining spindle stability during high-speed rotations, thus improving efficiency and accuracy.

Implementation Method 1

The mechanical spindle lock provides a rigid, mechanical engagement between the headstock spindle and the headstock housing that is more robust than simply using the internal magnetic resistance of a headstock electric motor

Methodology Applied
Scientific EffectMechanical engagement: Mechanical Fastener

Implementation Method 2

The headstock spindle lock may include an annular locking member extending about the headstock spindle and the headstock housing may include an annular locking portion extending about the headstock spindle. The annular locking member engages the annular headstock housing portion and the headstock spindle around the spindle with the mechanical spindle lock in the locked configuration.

Methodology Applied
Scientific EffectMechanical locking: Mechanical Fastener

Implementation Method 3

The mechanical spindle lock provides a rigid, mechanical engagement between the headstock spindle and the headstock housing that is more robust than simply using the internal magnetic resistance of a headstock electric motor

Methodology Applied
Scientific EffectMagnetic resistance: Magnetic Field

Data Source

PatentUS10071427B2Vertical machine tool apparatus and method
Publication Date: 2018.09.11 MAZAK CORP
  • US10071427B2 patent drawing
  • US10071427B2 patent drawing
  • US10071427B2 patent drawing

AI summary

In accordance with one aspect, a vertical machine tool is provided having an upper headstock with an upper spindle and a lower tailstock with a lower spindle. A workpiece is secured to the lower tailstock and the headstock drives the upper spindle and a milling tool connected thereto at high speeds for milling the workpiece. The vertical machine tool is also operable to perform turning operations on the workpiece using a turning tool connected to the headstock spindle. The headstock has a mechanical spindle lock that may be configured to rigidly fix the headstock spindle to the headstock housing so that, during the turning operation, the headstock spindle is secured against rotation from loading applied to the turning tool held in the headstock spindle. The lower tailstock drives the lower spindle to rotate the workpiece at speeds up to 2,500 RPM while the non-rotating turning tool held in the upper headstock machines the workpiece.