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Shops Use Shrink-Fit with Presetters for Toolholding Efficiency

Ilene Wolff
By Ilene Wolff Contributing Editor, SME Media

Using a separate presetter vs. an all-in-one is subject to debate

Haimer offers the VIO linear toolshrink machine, which is a combination shrink-fit unit and presetter, especially for use with shrinking tools, sister tools or multi-spindle machines. In includes a Microvision VIO Image processing system; ISS-U universal ultra-high precision spindle with automatic adapter identification, mechanical clamping and motorized indexing; a fully automatic Haimer induction unit with 13 kW coil; automatic monitoring of shrinking parameters; and automatic length adjustment within ±10 μm.

Unlike its name, the use of shrink-fit tooling is expanding. A shrink-fit toolholder starts with a slightly undersize bore that is heated to enlarge the inner diameter enough to accept a cutting tool and then grip the cutter as it cools and contracts.

Why do it? It provides the cutting tool with lower runout, stronger gripping torque, greater balance, slimmer profile, and extended reach options. It also decreases the inventory a shop needs to keep track of and store, improves repeatability, and shortens tool change time.

“It certainly is growing in popularity,” said Brendt Holden, president of Haimer USA, Villa Park, Illinois. “We’re seeing more and more companies adopt the shrink-fit technology. Initially it started with [some] die mold [and] some high-speed machining applications that aligned with aerospace or medical-type work. What we’re seeing now is shrink-fit in the general machining markets.” This includes automotive production facilities, sub-suppliers of parts and the general market. “Shrink-fit is fast and reliable but if it wasn’t providing better toolholding in the machine tool, where the machine tool can run more efficiently, we wouldn’t even be talking about it,” he said.

One factor behind the rise in the popularity of shrink-fit toolholding is high-speed machining, also known as high-velocity milling, said Olivier Branget, application engineer for tooling systems, Seco Tools LLC, Troy, Mich.

Branget’s colleague Jay Ball, product manager for solid milling at Seco, explained, “There’s this dynamic shift going on in manufacturing as far as how we process parts and as a result, we’re seeing a lot of high-velocity milling strategies. More and more customers are using larger-diameter carbide end mills, say ½", ¾" or 1" (12.7, 19 or 25.4 mm), to replace larger, helical cutters to be able to get high metal removal rates. The cost can be substantially lower.”

Enabling high-speed machining, in addition to holders with stronger clamping forces and reduced runout, are more complex algorithms in computer-aided machining software, Ball said.

There are other operational reasons for shrink fitting.

“With a lot of the harder materials, Inconels and titanium, a higher grip force is needed so the tool doesn’t spin inside the holder,” said Matt Brothers, Industry 4.0 Tech Center manager for Zoller Inc., Ann Arbor, Mich.
Consistency in setup among operators is the No. 1 draw for shrink-fit toolholding, according to Holden. “To put a cutting tool in a toolholder in a shrink-fit chuck [is the same] if you are working in a shop for two weeks or 20 years,” Holden said. “Whereas if you’re using a collet chuck or other systems, the guy who’s been working there forever, he’s an expert. He knows how to clean out the collets, he knows exactly what to do to get the runout and the better performance while the new guy needs time to get up to speed. In the meantime, you have inconsistent production.”

The consistency Holden described helps not only with day-to-day operations, but also when quoting a job, so the shop doesn’t overestimate or underestimate machining time depending on the operator, according to Brothers.

Yet another reason for using shrink-fit toolholding is its compatibility with automated operations, said Ron West, senior product manager, marketing for Kennametal Inc., Pittsburgh. As a result, he sees customers using shrink-fit to facilitate lights-out operations.

Improvements to Shrink-Fit Technology

While the basic concepts behind shrink-fit toolholding—heating expands and cooling contracts—have remained the same since its inception in the 1990s, companies responsible for the technology behind it have improved their machinery and processes. Apocryphal stories remain about using a blow torch to expand the inner bore, and some shops still quench a heated tool holder in a bucket of water and coolant to prompt contraction, but now there are much safer and more controlled ways to do both.

Zoller’s »redomatic« is a two-in-one shrink-fit unit and presetter that comes in two versions, the 400 and 600, which are distinguished by the height of their Z axes. It offers presetting, heat shrinking and measuring in a single process; a patented longitudinal axis system; a safe »sls« heat shrink control system; and a patented flue gas suction device. It can be used in combination with »roboSet« technology, which offers fully automatic heat shrinking and unclamping of tools.

“I know places do that, but I’d be concerned about changing the material structure of the holder,” said Alec Janson, product engineer II, OSG USA Inc., Irving, Texas, about quenching the holder. “Not that it would be too much but you’re dealing with something that’s supposed to be precision equipment.”

Changing the material properties of the toolholder isn’t the only concern. “What we found is [that with] unevenly cooling the tool, shocking the tool, there could be some negative effects,” Holden said, adding that he’s also seen operators pick up a heated toolholder and place it in sand to cool. “[It] could actually induce runout. You want to have even cooling. It’s important.”

Not only could runout be induced with uneven cooling, the tool also could be sentenced to an early death. “You’re changing some of the makeup of the holder and you could decrease the life of the tool,” Brothers said.

Another method for cooling uses a spray of water on the heated toolholder followed by air blown over it or cooled solely with forced air, which Seco shrink fit units do.

Commonly seen in commercially available cooling equipment are sleeves with internal coolant that fit over the heated toolholder and reduce its temperature in a matter of seconds. Instead of sleeves, Seco calls its technology cooling bells.

Forget about using the blow torch to get the holder hot enough to accept the tool, said the experts. The common method for applying the kind of heat needed is to use the electromagnetism of an induction coil.

Haimer and Zoller have an intelligent coil that can sense the distance from the inside of the coil to the outside of the chuck so it doesn’t exert any more power than needed to heat the holder.

“This is a really important aspect of shrink-fit,” said Kennametal’s West. “The rapid, controlled heating of the toolholder has to stay within the limits of the material from which the adapter is made. Exceeding the maximum temperature will jeopardize the integrity of the adapter, which in turn reduces grip and runout. It takes its toll on tool life.”

Induction coils solved a problem at Seco in the early 2000s, Branget said. At the time, some tools—typically those with smaller diameters and also ones made of solid-carbide inserts in steel shafts—were getting stuck in shrink-fit holders because the method used to expand the internal bore was so slow that it heated the tool at the same time. The thermal coefficient of the holder and the shank was the same. Today, induction systems are so powerful you can heat up the holder enough to expand it before the tool gets hot, said Branget.

Shrinkfit 3.jpg
Seco Tools new EASYSHRINK EVO offers fast, ergonomic shrinking and unshrinking for steel, high-speed steel, heavy metal or carbide tools. According to Seco, it offers extended toolholder life due to individually optimized heat settings; ergonomic tool setting that ensures safety due to the machine design; fast and easy operation due to a simple interface; and versatility and flexibility with an all-in-one solution.

Many Ways to Do Presetting

Along with advanced technology for heating and chilling, some operators favor using a shrink-fit unit that is designed for presetting. And presetters are favored by shops running specific types of machine tools. “The people who really gravitate to those machines (presetters) are those with multi-spindle machines,” Holden said, noting there are milling machines with two or four spindles as well as single-spindle machine tools. “All four spindles are running the same program at the same time. So, they need to make sure all four of the tool angles are the same on the Z axis.”

For those who operate single-spindle machines, 90 percent of them just want to make sure when they put the cutting tool in that they have clearance between the nose of the toolholder and the tip of the cutting tool edge, Holden said.

“What most people do, they’ll take a scale, a ruler let’s say, and they’ll say ‘I’ve got this sticking out 4"’,” Holden said. “They’ll put a magic marker mark on the shank of the cutting tool (and use that to set the tool). And that’s good enough. They might bring it to a standalone presetter at that point and take their final Z dimension and that’s all they’re looking for. Now that’s not very sophisticated, admittedly.”

Janson said his criteria for whether to use a presetter depends on the application, the tool size, the level of precision required and the need for speed in production.

“Presetters are another expense, though, so it’s a tradeoff,” he said. “Are you saving more money by saving that time or are you not able to offset that?”

Where Janson works, operators use a touch-off gage (a gage of a known height equipped with a dial to measure distance) set on the workpiece or on the table in the machine. The operator takes the tool, drops it down and touches it on the top surface of the probe until the dial registers the height.

“That’s a tried and true practice that works great,” said Janson. “The issue is if you get a tool that’s less than 1 mm in diameter, especially end mills and square end mills, you start to have concerns about the potential of chipping from that. That’s the concern we have when we’re dealing with stuff of that size. So, we typically use a presetter.”

OSG also has a laser mounted in one of its machines that will do automatic tool touch-offs. “It’s kind of like the presetter we have, it’s just within the machine,” Janson said. “It’s used in the same way but a little bit quicker and less manual.”

In addition to using height indicators and risky touch-offs that can damage the tool in lieu of a presetter machine, Janson said he’s seen one operator place a piece of paper between the tool tip and workpiece. As he lowers the tool, he knows he’s reached the correct height when he can’t pull the paper away.

Brothers said he’s even seen some people do presetting with calipers. “There’s even some ways of doing it on the machine tool where they have different gages, touch-off probes and lasers,” he said. “But then all you’re using the machine tool for is a presetter, not making chips. [That’s why] it’s always nice to have that done offline.

Haimer USA’s Power Clamp Preset NG is a high-performance shrink-fit machine that features the company’s intelligent new generation (NG) coil. The NG coil adapts to the size of the shrink-fit chuck in length and diameter. Stop discs are no longer necessary. The unit features a vertical stop for length presetting; integrated contact cooling; capability for solid-carbide and HSS tools from 3–32 mm in diameter; and 13 kW power.

“Even touching off … some people will shrink the tool then bring it down and touch the tool off, but you could damage the part if you don’t have an experienced operator and it could come down and chip the tool,” Brothers continued. “Again, not using the tool to make chips.”

If the same tool is going to be used over and over and there is concern about clearance, shops should shrink-fit and preset the holder, then insert a backup screw for a repeatable Z axis, Holden advised. Haimer, Seco and Zoller machines also have a rod the operator can insert through the center of the toolholder that functions just like the backup screw.

Combination Machines Offer Benefits

Some manufacturers make machines that combine shrink-fitting with presetting. There are pros and at least one con to these. A combination machine requires only one cost justification to the bean counters vs. having to justify the price of two machines. A combination machine can also take up less floor space than a standalone shrink-fit unit and presetter would.

The two-in-one machines may also be a boon to speed, accuracy and safety. “You’re going to get more setting accuracy in the tools, you’re going to have a faster preset cycle time, and it’s also a safety thing as well because you’re not handling any sharp objects,” said Zoller’s Brothers. You’re not taking the chance of dropping these heavy tools if one was to have shrinking and presetting done separately.”

Brothers described how room for error is introduced when using a separate shrink-fit unit and presetter. “In the touch-off method, the procedure is to zero out the encoders, bring it down, touch it off and look at the distance that it traveled,” he said. “Then, you’ll go to the table and type in the value. But there is the risk of typing in the wrong number.”

That problem is solved with automated data transmission. Zoller has an option, data output, where if there’s a networked or USB port or if the machine is capable of accepting a file from a post-processor, the operator can do the presetting and generate the same machine code with the offsets. It inputs all the right information into the proper pockets. As a result, the operator doesn’t need to type anything.

Zoller’s »zidCode« machine was developed as a tool identification and data transfer solution for small and medium-size businesses. It does not need a network connection, and transmits data for complete tools using a QR code.

Brothers’ company also has another product option called »zidCode«, which prints out a QR code that the operator can scan for the offsets that will input the information in the table as well. “That’s growing in popularity,” he said. “It’s quick data input and you’re eliminating data transfer errors.”

Another failsafe method uses RFID tags. “We check the tool, we write the information to the chip,” Brothers said. “Then we place the unit into the machine tool and it transfers the information when it’s ready to use the tool. Usually in high production [applications], companies use RFIDs just for the sake of repeatability and to decrease errors. So, they don’t have to come back after making a few parts and quality control comes and says ‘this part’s oversized.’”

One big problem that all-in-one machines can create, however, is a line of idle workers. “Sometimes having two machines in one might not be advantageous if someone is clogging up the machine and all you need is a quick in and out of a shrink-fit drill,” Holden said. “It’s holding you up.”

Shrink-Fit and Presetting Tips You Didn’t Learn in School

The following are tips and tricks of the trade, shared with Manufacturing Engineering by the experts.

“Modern shrink fit machines use preprogrammed heating cycles that are based on the nose diameter of the holder. This ensures uniform heating and consistent holder life by not overheating the holder, which can change the molecular properties, causing the holder to lose its gripping force.”— Jay Ball, product manager for solid milling, Seco Tools

“The thing I’ve always liked, especially coming from the inspection side of the cutting tool industry, and that a lot of customers like, is doing in-process gaging and in-process inspection with a presetter. There are things that I can qualify—diameters, lengths, runouts, radii, concentricity—and we can do DXF overlay profiles if necessary. If an operator wants to do some verification, it doesn’t take that much longer after presetting the tool. They can then be assured that the tool is qualified and will make a good part.” — Matt Brothers, Industry 4.0 Tech Center manager, Zoller

“If your toolholder loses its shine and becomes black and dull instead after repeated shrinking, it was probably made of inferior material.” — Brendt Holden, president, Haimer USA

“The one caveat that we run into with shrink units is they don’t avoid tool pullout. They’re really good at keeping the tool in place if it’s drilling so you’ve got forces going up into the machine. But in milling, especially aggressive roughing, the way the helix angle on the end mill imparts forces onto the holder you will sometimes see the tool shift by up to 0.015-0.02" (0.381-0.508 mm), which can take you out of tolerance. The tool can get pulled slowly out of the holder. It’s something that all holders can have an issue with. You might be better off with something you don’t have to potentially worry about damaging.”— Alec Janson, product engineer II, OSG USA, Glendale Heights, Illinois

“Presetting is especially important when using reconditioned tooling because the reconditioning process takes a little off the length. Having a good tool management system that uses reconditioning creates the possibility there could be duplicate cutting tools in different reconditioning cycles and therefore different tool heights. Presetting the tool heights eliminates the differences and promotes accuracy.”— Ron West, senior project manager, marketing, Kennametal Inc.

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