The following
table has been useful to me when comparing the different means of holding
the workpiece:
Method
Precision
Repeatability
Convenience
Notes
3-Jaw Self-Centering Chuck
Low
Low
High
Common, cheap, simple. Low precision, low repeatability
if you remove the workpiece and have to put it back.
4-Jaw Chuck
High
High
Medium
Can be time consuming to individually adjust the jaws,
but will result in high precision. Can hold pieces offset for turning
cams or eccentrics. Can hold irregular shapes and square or rectangular
stock.
6-Jaw Self-Centering Chuck
Medium
Medium
High
Best for thin wall work or to grip finished edges of
workpiece. Obviously good for hex stock.
Faceplate Turning
Varies w/ Setup
Medium
Low
Great for irregular shapes. Involves clamps like a milling
setup. May need counterweights to keep things balanced.
Turning Between Centers
High
High
Low
Great precision, allows part to be put back between
centers with very high repeatability.
Constant Face Turning
High
High
High
The modern alternative to turning between centers. Instead
of using lathe dogs, which are kind of a nuisance to set up, the constant
face system uses hydraulic or other force to grip and drive the spindle
end. You can now buy these systems relatively cheaply on eBay (see
seller 800Watt who sold me mine).
Collet Chuck
High
High
High
Fast, high precision, high repeatability, grips well,
unlikely to mar workpiece, grip spread over a wide area. Expensive
chucks and collets. Handles limited lengths. Workpiece must be round
and must fit nearly exactly to the collet size.
Expanding Arbors
High
High
High
These work from the inside out rather than the outside
in but are otherwise much like collets.
Method
describes the particular technique or tooling to be used.
Precision
describes how precisely the workpiece will be held, or how close to concentrically
it will run with the spindle before taking any cuts.
Repeatability
describes how easy it is to take the workpiece out and then get it back
in precisely again.
Notes
provides narrative summary of the method's strengths, weaknesses, and
uses.
Below we will
consider each method in more detail. You should be able to choose an appropriate
method pretty well from this table based on your needs. For example, if
you can carry out all the operations on the part with removing it from
the lathe, repeatability should not be an important factor.
3-Jaw
Self-Centering Chuck: Low Precision, Low Repeatability, High Convenience
If your mission is to chuck
up a cylindrical piece of material and get started making chips quickly,
the 3-jaw chuck is your tool of choice. They are possibly the lowest precision
option for holding your workpiece because there are many ways for them
to be off in terms of concentricity with the axis of spindle rotation.
Any little chip or dust between the jaws and workpiece or in the scroll
mechanism will throw one off. Because they are so easy to use, they often
have a lot of wear.
Once you turn a workpiece
in the chuck, the physics of turning will ensure that your workpiece is
now concentric with the spindle. Unfortunately, if you take it out of
the chuck, the low precision means you are right back to an imprecise
situation. Always try to finish all the operations, both rough and finishing
in one setup when using a 3-jaw chuck! Conversely,
if you can finish a piece entirely in one setup of the 3-jaw chuck, it
is probably the absolute best choice because it will let you get started
the fastest.
Harvey (Machine Shop Trade
Secrets) says there is no point in using one unless it can be adjusted
for concentricity. Such chucks (often called "Set-Tru") are
extremely expensive for the hobbyist market and so are seldom seen. I
think it is interesting to note that very few 3-jaw chucks are pictured
in Harvey's book, yet the web sites catering
to the hobby market show that this is the most popular means of workholding.
The Harvey book shows more 4-jaw chucks than anything. Of course this
is the chuck that comes with your lathe, it's the one everybody has seen,
and so it will be the one that gets used firstest and mostest.
Note that the 3-jaw chuck,
having the fewest jaws of the chuck types (thank you Albert Einstein!),
will therefore apply the most pressure to the workpiece yet with the least
surface area. More jaws will spread the pressure more evenly. This can
result in marring of the surface, so a 3-jaw is not ideal for gripping
a finished part of the piece in the jaws. Considering its accuracy and
repeatability issues, this should be avoided anyway.
4-Jaw
Chuck: High Precision, High Repeatability, Medium Convenience
Next up in popularity is
the 4-jaw chuck. Many lathes include one. This is your weapon of choice
if you have to take a workpiece and start out with it being as close to
concentric as possible right after you put it in the chuck before taking
any cuts. It's ability to do this speaks to the repeatability of the chuck
should you need to remove a part and then put it back. The fly in this
ointment is convenience gets sacrificed. Each time you put a part into
the chuck you need to center it by adjusting the jaws and using a dial
indicator or wobbler.
4-jaw chucks grip the workpiece
more tightly than a 3-jaw, which may yield benefits in rigidity, especially
for small parts. They also allow a part to be turned eccentrically (i.e.
off center), which is essential for making cams and similar kinds of parts.
The other great
use for a 4-jaw is holding non-cylindrical pieces that have to be turned.
Since the jaws are individually adjustable, you can make them fit a piece
well. I have seen an amazing amount of work get done on non-cylindrical
pieces using a 4-jaw from machinist's who don't have access to a mill.
I also use mine if I started
with the 3-jaw and have to put the piece back in for futher machining.
You won't get the 3-jaw lined up properly again, but the 4-jaw is made
for realignment.
Many of the old hands feel
a beginner should force himself to work exclusively with the 4-jaw until
it becomes second nature, and there is much to be said for that. The act
of indicating in a 4-jaw is something that ought to be second nature to
a machinist, and it resembles many other measurements you will have to
make, particularly if you have a mill.
Indicating in a 4-Jaw
Chuck so the Work is Centered:
1. After rough aligning to the chuck rings, using a dial
indicator on the work-piece, rotate the spindle through one complete revolution
noting the highest and lowest indicator readings;
2. Continue rotating the spindle and halt at exactly Midway between the
above two readings, then zero the indicator bezel to the needle;
3. Rotate the spindle to bring jaw #1 ‘on plunger’ and adjust
jaws #1 and #3 to re-zero the indicator; finally
4. Rotate the spindle 90 degrees and adjust jaws #2 and #4 to zero the
indicator once again.
This is one of those things where I read it, it made total
sense, it was elegant, and it made me feel stupid for not having thought
of it myself. Here is a nice video by David Lemereis showing how to perform
this technique:
Fastest way to indicate a 4-jaw...
QCTP Indicator Holders
You can slap a magnetic indicator holder down on the cross
slide, most people do, but having a QCTP indicator holder seems like such
a wonderful luxury. Eventually I must build one, and it is on the project
list. Meanwhile, here is a photo to show you what I mean:
A QCTP Indicator Holder...
Indicating Square or Hex Stock
Indicating in square or hex stock? Try my height
gage method.
I use a bubble level to get the face level,
then I drop my height gage onto the cross slide platform (mine is flat)
and measure the height of the face. This is compared to the height of
the opposite face. It really helps to know how far the jaws move in one
revolution. On my 4-jaw, it's 0.140" per turn. Once you know how
far off you are numerically and how much a turn gives you, the process
goes much faster. As you can see, I got it lined up within a thousandth.
Using a Wobbler with
a 4-Jaw Chuck:
Some people
swear by wobblers, but this seems to be old school. I have a wobbler,
and have tried it, but frankly can see no particular advantage over a
dial test indicator, and its one more thing to learn. Mine is gathering
dust in a shop corner somewhere. However, there is a way to use something
like a wobbler to spot a point on a part that is otherwise hard to indicate
to. See for example this photo:
I came across
this
nice shot of dialing in an irregular part (or a feature of a part)
on a 4-jaw.
6-Jaw
Self-Centering Chuck: Medium Precision, Medium Repeatability, High
Convenience
I personally love the wonderfully
complex look of a 6-jaw chuck. Their true forte is in holding thin walled
tubing or finished parts without marring or collapsing the walls. Aside
from their ability to grip with more surface area, and to spread the gripping
force more evenly, they're pretty similar to 3-Jaw Chucks. Given the 6-Jaw
advantage, and the tendency to reserve them only for finished workpieces
or thin wall tubing, they achieve somewhat higher precision and repeatability
than a 3-jaw with the same high convenience. Their biggest disadvantage
is that they are costly. I would not throw a piece of rough stock into
one of these elegant expensive beasts. I was finally able to afford one
by haunting eBay until I got a good deal on a 5" Buck 6-Jaw. The
chuck is a little "experienced", and I had to machine
a backplate for it, but I sure do love it!
I love my 6-jaw chuck!
Some of the
machinists I most respect swear by the 6-jaw chuck. Swede, the master
machinist behind the popular 5Bears site
says it is his favorite chuck. If you are a fan of Harvey's
book, Machine Shop Trade Secrets, you will note there are very
few pictures there of 3-jaw chucks. Most are 6-jaw or 4-jaw models.
Faceplate
Turning: Variable Precision, Medium Repeatability, Low Convenience
Think of the faceplate as
a milling machine where we spin the work instead of the cutting tool.
We can bore a large hole in a piece of rectangular stock, for example.
We need to take care to set up the work accurately and clamp it firmly
using techniques very much like that off a mill. An additional complication
is that you may need to also clamp a counterweight to the faceplate if
the piece is off center in shape or mass to keep the vibration down.
This is all a lot of trouble,
hence the low convenience rating. If you have a mill, you are probably
going to use it to do these operations rather than futzing with a faceplate.
The other use for the faceplate
is when turning between centers. The spindle engages the workpiece by
means of a lathe dog which tracks in a groove on the faceplate.
Turning
Between Centers: High Precision, High Repeatability, Low Convenience
Turning a piece between
centers means you have to drill the holes the centers run in, hence there
is setup overhead resulting in low convenience. However, if want a part
to be well supported and hence rigid, and if you will need to take that
part on and off the lathe more than once so needing repeatability, turning
between centers is a great approach to take.
Chuck center button for turning between centers...
And away we go...
Tip:
If you don't own or want to deal with a faceplate and center at the spindle
end, turn a "center" by chucking up some round stock in the
3-jaw or 6-jaw and tapering it to a point. Try for about a 60 degree taper.
As long as you leave the center in the chuck, it will be perfectly aligned
to the spindle. You can even put a lathe dog on the workpiece and let
the chuck jaws drive it. If you have a 4-jaw or Set-Tru chuck, you can
even make this new center a permanent fixture in your tooling because
you'll be able to dial it in with the 4-jaw so it is properly centered
again.
Tip: No lathe dogs?
I've seen guys use geared hose clamps (like on your car's radiator hoses)
to good effect for this purpose. They will not deal with incredible amounts
of force, so go easy!
Constant
Face Turning: High Precision, High Repeatability, High Convenience
The modern alternative to
turning between centers. Instead of using lathe dogs, which are kind of
a nuisance to set up, the constant face system uses hydraulic or other
force to grip and drive the spindle end. You can now buy these systems
relatively cheaply on eBay (see seller 800Watt who sold me mine). More
on this when I get a chance to experiment with the rig I purchased. Meanwhile,
if you are curious, do a little Google footwork. I found these interesting
links:
Collet
Chuck: High Precision, High Repeatability, High Convenience
Straight A's on this report
card, so how can we lose? There are basically three disadvantages to collets.
Checking runout on my 5C Collet Chuck. That's an Interapid 10ths indicator, so we're seeing not quite 0.0004"...
First, is capacity. You can only use a 5C collet up to perhaps a 1"
diameter workpiece capacity and the collet will only take a similar length
inside the collet. By definition this limits us to small parts. Of course there are larger collet systems, such as 16C. But by comparison to the size lathe you generally see a 16C collet on, this still begs the question of how to hold even larger workpieces.
Second,
you will need a collet that fits the workpiece with an accuracy of 1/64",
at least for the very popular 5C collet system. The ER system tolerates
more error, but is much more expensive and harder to find. Lastly, collets
are expensive. You will need an expensive collet chuck and an even more
expensive collet set. Given how closely the collets have to fit the workpiece,
you will need a lot of them if you expect to cover a wide range of sizes.
Still, if you want the most
efficient and precise macining of small parts, collets are the way to
go. Incidentally, the total mass of a collet workholding system is often
less than conventional chucks allowing you to run higher spindle speeds
with less vibration. The collet will also grip with more force spread
over a greater area, and is less likely to mar a workpiece than many other
methods.
I purchased a full set of
5C collets and a rack on eBay for a great price, so I had to follow up
with a collet chuck. I got one of those from Lathemaster. If you take some care fitting the chuck to a backplate, you can achieve remarkable accuracy. Check out my article on how to do this.
There are a variety of ways to get started with collets. One of the simplest is to purchase a collet chuck. Slightly more involved is to use a nosepiece and drawbar setup. With a lever operated collet closer, you can quickly pop parts in and out of the collet, which is a tremendous productivity increase when making runs of identical parts. The logical conclusion to all this is a pneumatic collet closer and bar feeder. In CNC applications, you
can set up the collet so bar is fed in, machined, and parted off as a
continuous operation.
Using collets is an art form unto itself. Hardinge has or used to have some excellent publications on techniques.
Expanding
Arbors
TBD
Use
of Rests and Centers
TBD
Mandrels
& Cat Heads
TBD
Unique
Setups: Offset Turning or Eccentric Turning
If you are going to build
model engines, you'll need to get used to offset turning. Creating the
right tooling to make this possible is a creative art. I find old metalworking
books and magazines have a lot of ideas, and I have collected a small
page of techniques as well.
Surface Plate and Height Gage Used to Create An
Offset Fixture...
Using a cutoff tool for clearance to turn the crank
offset...
Soft
Jaws
TBD
Adjust-Tru
and Set-Tru Chucks
TBD
Truing
a Lathe Chuck
You can increase the accuracy
of a lathe chuck by truing the jaws. Doing so involves grinding them with
the chuck spinning. You will also want the jaws to be loaded, so place
a washer or other piece deep inside the chuck and clamp down on it. Then,
use a toolpost grinder (rig one up if you have to) and a small stone to
grind the inside of the jaws until you get down to the washer. You are
only looking to take off a tiny bit of material, which makes the lathe
jaws concentric.
It is also suggested that
for maximum accuracy, you always tighten with one of the multiple tightening
holes in a 3-jaw chuck. Check which one works best, mark it, and stick
to it.