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L4.1 - Production Equipment & Tooling Selection
L4.1 - Production Equipment & Tooling Selection
L4.1 - Production Equipment & Tooling Selection
Prepared by Gebre F.
Dec. 2022
Production equipment & tooling selection
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Learning objectives
Students are able to know
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Production equipment and tooling selection
I. Production processes & tooling
❖Factors to be considered when selecting production
equipment for a particular component;
➢ the machine’s physical size
➢ Construction and
➢ Power
❖ These in turn will be factors in determining:
✓ the speeds and feeds available
✓ and the maximum depth of cut the machine is
capable of
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Production processes & tooling Cont.
❖ Tooling in manufacturing refers to
➢ Cutting tools (Consumable tooling)
➢ Work holders
➢ Jigs and fixtures (Durable tooling)
❖Among the factors to be considered in selecting
appropriate tooling include:
➢ Workpiece material
✓Type of cut
➢ Machine tool characteristics ✓Part geometry/size
➢ Cutting tool materials ✓Lot size
➢ Tool holding ability/capability ✓Machining data
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Production processes & tooling Cont.
Production Equipment for Specific Processes
➢ Manufacturing processes can be classified in five
categories:
1. Casting
2. Shaping/forming
3. Machining
4. Joining and
5. Surface processes
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Production processes & tooling Cont.
1. Casting process & Equipment
➢The major casting techniques employed are steel and
aluminum alloys as these are the two most commonly
used engineering materials.
➢ Casting processes can be classified as
1.1. Expendable mold or
1.2. Permanent mold processes.
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Production processes & tooling Cont.
1.1. Expendable mold processes
➢In expendable mold processes, the molds are broken in
order to remove the casting.
➢The most basic of these processes is sand casting.
➢The patterns are then removed and the cope and drag
joined.
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Figure- Injection moulding process and equipment
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Production processes & tooling Cont.
2. Shaping/forming equipment
✓Shaping/forming processes can be broken down in to
three groups
2.1. Bulk forming
2.2. Sheet forming and
2.3. Powder processing
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Production processes & tooling Cont.
2.1. Bulk forming
2.1.1. Rolling
➢ The most widely used forming process is hot rolling where
material passes through a number of rollers until the
desired shape is achieved.
➢ Hot rolling is used to form steel sections and sheet from
large ingots or thick plate, which will generally undergo
further processing.
➢ Rolling mills usually consist of a number of rollers and the
manner in which they are arranged determines the shape
formed.
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Figure- Side-by-side rolling machine
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Figure- Double-high rolling machine
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Production processes & tooling Cont.
2.1.2. Forging
➢ Hot forging is probably the most commonly used hot
forming processes.
➢ There are three types of forging namely:
Open-die :
Equipment can range
from a simple anvil
and hammer to huge
computer controlled
presses.
Only simple shapes
can be produced. Figure- Open die forging
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Production processes & tooling Cont.
Closed-die:
Capable of more complex geometry
Particular importance must be paid to the die design
Impression forging:
Flash cavity in the die overcomes creation of pressure on
the die due to over-filling.
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Figure- Forging processes and equipment
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Production processes & tooling Cont.
2.2. Sheet forming
➢The most commonly used processes to form cold rolled
sheet.
✓ deep drawing
✓ bending and
✓ stretch forming
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Figure- Brake press and tooling for bending 25
Figure- Forming processes
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Production processes & tooling Cont.
Vacuum forming (thermoforming) is widely used forming
processes for polymers.
➢ Thermoplastic sheet is heated until soft.
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Figure- Vacuum forming
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Production processes & tooling Cont.
2.3. Powder processing
➢ The steps involved in powder processing are :
✓ Powder blending
✓ Compacting
✓ Sintering and
✓ Finally secondary processing
➢The equipment, requires a press that can deliver
compacting forces in the range of 1.0–1.7 MN.
✓ For large parts, press capacities of 45MN
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Production processes & tooling Cont.
3. Machining equipment
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Production processes & tooling Cont.
3.1. Cutting Processes
Cutting processes can be further classified according to
the primary motion as:
✓ tool translates
✓ tool rotates and/or
✓ workpiece rotates
❖The main cutting processes where the tool translates are:
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Production processes & tooling Cont.
➢Shaping is generally
used for relatively
small workpieces.
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Figure 17- Broaching machining setup 34
Production processes & tooling Cont.
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Figure- Typical bench drill 35
Production processes & tooling Cont.
❖Milling– the milling tool rotates and the workpiece is fed
into the tool while clamped to the work table.
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Production processes & tooling Cont.
❖Boring– depending on the application and type of
machine, rotation of tool and workpiece is possible.
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Production processes & tooling Cont.
❖ The engine lathe is the basic standard lathe.
❖ The bench lathe is a smaller version of engine lathe
designed to be mounted on a bench.
❖ The turret lathe is similar to an engine lathe with the
tailstock is replaced with the tool turret.
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Production processes & tooling Cont.
3.2. Abrasive Processes
The main use for abrasive processes is improving the
surface finish of previously processed surfaces and hence
it is a finishing processes.
The main abrasive processes and equipment are:
➢ Grinding ➢ Polishing
➢ Honing ➢ Buffing
➢ Lapping
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Production processes & tooling Cont.
❖Grinding– there is a variety of grinding processes and
equipment available.
➢ hand grinders
➢ belt grinders and
➢ grinding wheels
❖The most commonly used of these is the grinding wheel and
it is used for both surface and cylindrical grinding
purposes.
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Figure- Grinding processes and equipment :
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(a) surface grinding; (b) cylindrical grinding 43
Production processes & tooling Cont.
❖Honing–uses abrasive stones mounted in an expanding
mandrel to remove very fine amounts of surface material
(see Figure 1).
➢Its main application is for finishing holes to a fine surface
finish.
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Production processes & tooling Cont.
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Production processes & tooling Cont.
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Production processes & tooling Cont.
3.3.1. Mechanical
➢ Mechanical energy in some form other than the action
of a conventional cutting tool is used in these
nontraditional processes.
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Production processes & tooling Cont.
3.3.2. Electrical
Use electromechanical energy to remove a material.
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Production processes & tooling Cont.
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Figure- Schematic of ECM process
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Production processes & tooling Cont.
3.3.3.Thermal
➢These processes use thermal energy to cut or shape the
work part.
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Production processes & tooling Cont.
3.3.4. Electrical-discharge machining (EDM)
✓ The tool and the workpiece act as electrodes.
✓ The workpiece material is vaporized by the spark
discharges created by the power supply.
✓ A dielectric fluid is used to cool the vaporized chips and
flush them away from the workpiece.
✓ The shape of the finished work surface is produced by a
formed electrode tool.
✓ The sparks occur across a small gap between tool and
work surface.
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Figure- Typical EDM set-up
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Production processes & tooling Cont.
3.3.4.Chemical
➢Most materials (metals particularly) are susceptible to
chemical attack by certain acids or other etchants.
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Figure-Surface finishes for some
common manufacturing processes
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Production equipment & tooling selection contd.
II. Factors in equipment selection
Some of the factors used to select a suitable process will
be used again to select a suitable machine, for example,
surface finish and machine accuracy.
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Factors in equipment selection Cont.
1. Technical factors
➢ The focus of the technical factors is to ensure the machine
tool selected is capable of producing the part to the
required specification.
➢The main factors considered are:
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Factors in equipment selection Cont.
❖Physical size– the machine tool must be of a sufficient
size to cope with the dimensions of the workpiece and be
physically able to carry out the desired processing.
Pm = Fc V
Where: Pm- is power (W)
Fc- the cutting force (N) and
V- the cutting speed (ms-1)
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Material Specific cutting force K (N/mm2)
low-carbon steels 2200
Medium-carbon steels 2600
high-carbon steels 3000
low alloy steels 2500–3300
high alloy steels 3000–4500
Malleable cast iron 1200–1300
grey cast iron 1300–1500
White cast iron (nodular) 1200
cast steel (unalloyed) 2200
cast steel (low alloy) 2500
cast steel (high alloy) 3000
stainless steels 2450–2800
titanium alloys 1680
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Factors in equipment selection Cont.
Example: A low alloy steel bar is being roughed to size on a
lathe.
✓The depth of cut is 5mm and the width of the cut is 1 mm.
✓ The cutting speed for the roughing is 10m min-1.
✓ Calculate the cutting force
Solution
Fc = ? Kc = 2500N/mm2 (from table)
W = 1mm Fc = W dc Kc
Dc = 5mm Fc = 1 x 5 x2500
Fc = 12500N
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➢ Pm = ? ➢ Pm = Fc V
➢ Fc = 12500N ➢ Pm = 12500 X 0.167, Pm
➢ V = 10m min-1 … = 2087.5W
= 0.167ms-1
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Factors in equipment selection Cont.
2. Operational Factors
➢The focus of the operational factors is about the available
resources and how they can be used cost-effectively to fulfill
the master production schedule (MPS).
➢ The factors include:
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Factors in equipment selection Cont.
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Factors in equipment selection Cont.
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Production equipment & tooling selection Contd.
III. Machine selection method
First Cut Selection
➢The types of machine will be specified by the virtue of
having already preselected the manufacturing processes.
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Machine selection method Cont.
For example:
➢A lathe whose machine bed is shorter than the length of
the part cannot be used to turn that part.
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Machine selection method Cont.
Power/Force Analysis
➢After having calculated the power requirements for all
operations, those machines that cannot meet the
maximum power requirement can be discounted.
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Machine selection method Cont.
Capability analysis
The factors considered in the capability analysis are the
dimensional and geometric accuracy and the surface
finish required.
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Machine selection method Cont.
☺ Operational Analysis
➢The only operational factor to be considered in any
detail by the process planner is that of the batch size.
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Machine selection method Cont.
Final Selection
➢If there are more than one machine still being considered at
this stage, a single machine can be selected:
✓By selecting the machine with the lowest machining time.
✓By selecting the machine with the lowest time for any
operation.
✓By selecting the machine with the lowest time for the most
operations.
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Figure- Machine selection method 7
5
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Production equipment & tooling selection contd.
IV. Tooling for specific production equipment
Tooling For Casting, Shaping & Forming
➢Tooling for casting, shaping and forming processes falls into
mould or die categories:
The difference between a die and a mold:
Mould- molten material is poured into it
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Tooling for specific production equipment Cont.
☺ Tooling for machining
It is important that the correct tool is selected for the
particular operation required.
The size and shape of the cutting tools used will also
depend on the size and shape of the part being machined.
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Tooling for specific production equipment Cont.
1. Tooling for broaching
Broaching can be carried out on both internal and
external surfaces.
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Tooling for specific production equipment Cont.
Roughing, semi-finishing, and finishing of the component is
done just in one pass by broaching.
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Tooling for specific production equipment Cont.
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Tooling for specific production equipment Cont.
4. Tooling For Milling
There are various types of milling machine operations
including
✓ Slab milling
✓ Form milling
✓ Slotting and
✓ Straddle milling
The rotating cutter, known as a milling cutter, can take
numerous forms.
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Tooling for specific production equipment Cont.
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Figure- Typical tools for vertical
milling 8
7
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Tooling for specific production equipment Cont.
5. Tooling For Turning
On a lathe, the cutting tool is fixed while the workpiece
rotates, unlike the milling machine.
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Tooling for specific production equipment Cont.
7. Tooling For Grinding
The most commonly used grinding machines use wheels as
the cutting tools.
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Figure- Some common types of grinding wheels
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Production equipment & tooling selection Contd.
V. Factors in tooling selection
There are numerous factors that influence the tool selection
decision and these can be considered as a constraint,
operating requirements, or tool performance factors as
shown in the Figure.
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Factors in tooling selection Cont.
3. Analysis of workpiece characteristics
The focus is on the workpiece material and geometry and
the capability in terms of dimensional and geometric
accuracy and surface finish.
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Factors in tooling selection Cont.
4. Tooling analysis
Using the tooling data available, the general tooling
specifications generated at the third stage can be
translated into a statement of tooling requirements for the
job, that is, a tooling list.
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Factors in tooling selection Cont.
5. Selection of tooling
There are two routes that the tool selection can take at
this point.
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Factors in tooling selection Cont.
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Production equipment & tooling selection Contd.
Example
For the component shown below, determine what tooling
would be required to turn it.
✓The brass billet is represented by the rectangle that is
100x ø20mm.
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Production equipment & tooling selection Contd.
Solution
1. Evaluation of process and machine selection.
➢As stated in the problem, the process identified is turning
and the machine tool is a small bench lathe.
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Production equipment & tooling selection Contd.
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Production equipment & tooling selection Contd.
3. Analysis of workpiece characteristics.
➢ The fact that the workpiece material is brass means that
HSS tooling is more than sufficient to carry out all
operations.
➢Using the contouring tool for both features on the radius and
chamfered groove with permitting rake angle, minimizes
number of tools.
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Production equipment & tooling selection Contd.
4. Tooling analysis.
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Production equipment & tooling selection Contd.
5. Selection of tooling
❖Face the end and rough out the excess material with the left-
hand turning tool as shown in Figure 3.
❖The majority of the finish turning can be carried out with the
left-hand turning tool.
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