Professional Documents
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Lee 1997
Lee 1997
International Journal of
Production Research
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authors and subscription information:
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To cite this article: Y.-S. Lee & H. Ji (1997) Surface interrogation and
machining strip evaluation for 5-axis CNC die and mold machining, International
Journal of Production Research, 35:1, 225-252, DOI: 10.1080/002075497196064
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IN T. J. PROD . RES., 1997, VOL . 35, N O. 1, 225±252
Surface interrogation and machining strip evaluation for 5-axis CNC die
and mold machining
1. Introduction
Sculptured surfaces, or so-called free-form surfaces, are commonly used in the
aerospace, automotive, and die/mold manufacturing industry. These surfaces usually
have free-formed geometry of complex shapes and are di cult to be machined
(Kuragano et al. 1988). Sculptured surface objects are usually produced from a raw
stock by 2 12D roughing and 3-axis or 5-axis ® nishing (Held 1991). In aerospace
industry, it takes tens or even hundreds of hours to machine a free-form surface part
from a solid block and, in many cases, it takes weeks in preparing detailed operation
plans and NC part programs for sculptured surface machining. One of the main
obstacles, which prevents the implementation of entirely automatic manufacturing of
free-form objects, is the lack of robustness of the interrogation tools to support the
planning and programming for the manufacturing process.
To produce the mold or die e ciently, the bulk waste materia l is removed from
the workpiece during the roughing cut. A large cutting tool is used with a loose
tolerance to reduce the number of path sweeps, so that the waste materia l is removed
as rapidly as possible. Because bulk materia l is removed, the rough cut is carried out
slice by slice (Lee et al. 1992). Roughing is actually done by a series of 2 12D pocket
machining based on oŒsetting the boundary or using Voronoi diagrams (Altan et al.
1993, Lee and Chang 1994).
In ® nishing, a smaller cutting tool is used to mill the roughly cut workpiece to a
® ner ® nish. The general method of 3D ® nishing of a free-form surface is to use a ball
endmill to trace along the part surface by maintaining an acceptable tolerance (Chang
et al. 1991). Gouging is the main problem in 3D ® nishing. When a ball endmill cutter
is used, the cutter radius must be smaller than the smallest radius of concave
curvature to avoid gouging (Lee and Chang 1991). Choi and Jun (1989) introduced
an algorithm which avoids gouging by comparing each cutter contact (CC) point with
adjacent CC points which locate within the projection of the ball endmill on the XY-
plane. Another approach is to use a polygon oŒset surface to verify gouging
(Kuragano et al. 1988). When there is a self-intersectio n in the polygon oŒset surface,
the portion bounded by the self-intersectio n lines is trimmed oŒ. The existing methods
rely on discrete point data approximation, which does not guarantee the avoidance of
gouging. Consequently, a robust procedure to extract machining constraints directly
from a free-form surface description is desirable.
The increasing complexity of free-form parts makes the potential bene® ts of 5-axis
milling continuously grow. Some tool and die makers have found that, by changing
from 3-axis to 5-axis milling, e ciency gains of 10±20´ could be achieved (Vickers
and Quan 1989). However, 5-axis CAM software is still expensive and often lacks
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¯ exibility when specifying the tool orientation for machining. In theory, 5-axis CNC
machining oŒers many advantages over conventional 3-axis CNC machining, includ-
ing higher productivity and better machining quality. In practice, 5-axis machining
suŒers from a number of drawbacks, which are mostly related to complex tool
movements, gouging and tool interference (Li and Jerard 1993, Lee and Chang
1995a). Because of the two additional degrees of freedom compared to 3-axis
machining, 5-axis machining has brought advantages and added ¯ exibility as well
as new problems, such as insu cient support by conventional CAD and CAM
systems, highly complex algorithms for gouging avoidance and collision detection
between the tool and the non-machined portion of the workpiece.
The di culties inherent in the conventional CAD /CAM systems for die/mold
manufacturing are mainly due to the way in which free-form surfaces are represented.
The current parametric surface representation may be a good choice for CAD, but it
may not be good for manufacturing and process planning purposes (Marshall and
Gri ths 1994). There has been considerable progress in the area of solid topology and
surface modelling, but the developments have been mainly with CAD application s in
mind. User interaction is needed to generate a NC part program for sculptured
surface machining, which requires considerable checking, veri® cation, and rework
(Lee and Chang 1995b). Manual planning and programming for sculptured surface
machining is known to be error-prone and ine cient. These problems must be solved
in order that the full advantages of 5-axis machining can be exploited more widely.
This research is focused on the investigation of robust surface interrogation tools
which can support the planning and programming of 5-axis die/mold surface
machining. The proposed planning and programming tool consists of three phases:
(1) surface interrogation; (2) machining strip width evaluation; and (3) optimum tool
orientation for 5-axis machining. This proposed research can be used to improve the
quality of 5-axis CNC machining.
(Kim and Chu 1994). Gouging is the one of the most critical problems in N C
machining of free-form surfaces. Surface curvature plays a key role in selecting the
cutter size to avoid gouging (Lee and Chang 1996a). It is very important to determine
the distribution of the principal surface curvatures, which are the upper and lower
bounds of curvature at a given surface (Barnhill 1989). DiŒerent types of surface
curvatures can be found from surface description. The Gaussian, mean and principal
curvatures are used for the detection of surface irregularit y (F aux and Pratt, 1981,
Munchmeyer 1987). Graphic displaying has been used to display the variation of
surface curvature (Beck et al. 1986). Colour displaying provides an appreciatio n of the
diŒerential properties of surfaces but is not su cient to provide detailed machining
information nor permit automation of the machining process. The set of curvature
limits of a smooth surface should coincide with the designer’ s intention. Manufactur-
ing engineers would bene® t from prior knowledge of the distribution of the surface
curvature. Therefore, computation of all limits of surface properties is desired.
U = [1u u 2u 3 ], V = [1v v 2v 3 ],
M = é
| -
|
|
1
3
0
3
0
0
0
0 ||ù
|, B=
é
|
|
|
V00
V10
V01
V11
V02
V12
V03
ù
V13 ||
|.
ë û ë û
3 - 6 3 0 V20 V21 V22 V23
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j = |H | (5)
G
|G|
The Gaussian curvature j G describes the local shape of a surface. Another curvature
measure is given by the M ean curvature j M as de® ned in the following (Choi 1991):
= [n R uu )(R v R v ) - ] 2[(n ] [ ]
( R uv )(R u R v ) + (n R vv )(R u R u )
j (6)
2|G|
M
The mean curvature measures the deviation of a surface from the minimal surface:
these are surfaces with mean curvature equal to zero everywhere. Minimal surfaces
correspond to the surface formed by a soap bubble between four boundary curves.
Surface interrogation tools 229
Convex elliptic point: If < 0 and j M < 0, the surface lies entirely on the
surface normal side (n) of the tangent plane in its neighbourhood. Both the
principal curvatures are negative (i.e. j G > 0 and j M < 0).
· Concave elliptic point: If < 0 and j M > 0, the surface lies entirely on the
opposite side (- n) of the tangent plane in its neighbourhood. Both the principal
curvatures are positive (i.e. j G > 0 and j M > 0).
· Hyperbolic point ( Saddle point) : If > 0, the surface lies entirely on both sides
of the tangent plane in its neighbourhood. Both the principal curvatures have
diŒerent signs (i.e. j G < 0).
· Parabolic point: If = 0, the surface is a parabolic point. There is at least a
single line in the tangent place along which the curvature is zero (i.e. j G = 0).
The ability to classify sculptured surfaces into diŒerent regions can be used to ® nd
optimal tools in milling free-form surfaces. Convex and relatively ¯ at regions can be
machined using ¯ at-end cutters in milling free-form surfaces. Regions with small
curvature can be accurately milled faster with larger ball-end cutter. Since tool
changes are non-pro® t-added operations, they should be minimized . M inimization
can be achieved by subdividing the surface into regions with diŒerent curvature
bounds, each of which can be milled using tools appropriate to that region.
j min =j G -
Öj 2
M - j G (9)
In equations (8) and (9), the positive normal curvature j n is de® ned as the centre of
curvature which lies on the same side of the surface to the surface (concave), and
negative curvature when both lie on the diŒerent sides (convex). The radius of the
230 Y .-S. Lee and H. Ji
circle that best approximates the normal section curve, or the radius of curvature, is
de® ned as q = |j 1n |.
Surface curvature analysis is a particular ly adequate tool to support the planning
and manufacturing of complex surfaces encountered in CAPP and CAM applica-
tions. As a general remark, surface curvature analysis is very sensitive to the surface
geometric characteristics. It reveals surface imperfection s that are not detected by
other methods, e.g. visual evaluation, inspection of re¯ ection lines or contour lines
(Barnhill 1989). The re¯ ection lines provide a good idea of the global shape of the
surface, whereas curvature plots give detailed local information.
In this paper, we apply the surface interrogation techniques to analyse complex
surface curvature contours for global shape information and for detailed local
information to support the planning and programming of sculptured surface machin-
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ing. For manufacturing applications, principal curvatures are of primary interest since
they convey information about surface geometry. In this paper, the principal curvature
map is constructed using the surface patch subdivision method to support the planning
and programming of 5-axis machining, which will be discussed in §4 and 5.
the proposed technique, machined surface errors in 5-axis machining are analysed
and path intervals for optimal tool path generation can be determined.
æ öæ ö
p
xL r cosk L cos!L sinh - r cosk L cos !L - r sin !L cos h
| | | |
)L = | p | = | |
è ø è ø
F (k L, !L h yL - r sink L sin h + r sink L (10)
p
zL r cosk L sin!L sin h - r cosk L sin !L + r cos !L cos h L
= æ öæ
|
0
|
= |
0
ö |
è ø è ø
p
E 1 (h ) L yL - r sink L sin h + r sink L . (11)
p
zL r cosk L sin !L sin h - r cosk L sin !L + r cos !L cos h L
The eŒective cutting shape E l (h ) is used later to ® nd the machining strip width for
tool path generation.
Yp =j max 2
Xp +
j min 2
Z p. (12)
2 2
Depending on the signs and values of j max and j min , the above equation may represent
convex elliptic, concave elliptic, hyperbolic, or parabolic region. The oŒset surface in
Surface interrogation tools 233
( ) )
2 2 2 2
j cos a + j min sin a j min sin a + j min cos a
YL = max 2
XL + ZL
2
2 2
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( )
2 2
j sin a + j min cos a
YL = max 2
ZL + h (17)
2
j =j min cos
2
a + j max sin
2
a , where a = cos - 1 (®X ®X ).
p L
(18)
To ® nd the machining strip width, the intersections of the eŒective cutting shape E (h )
and the oŒset surface need to be calculated . By substituting equation (11) to equation
(17) and rearranging equation (17), we have the following equations:
2
D 1 sin h + D 2 sin h + D 3 sin h cos h - D 3 cos h + D 4 = 0, (21)
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where
2 2 2 2
!L (kmax sin a + kmin cos 2 a )
D1 =r cos k L sin
,
2
D2 = r sink L - 2D 1 ,
D3 = r 2 cosk L cos !L sin !L (k max sin 2 a 2
+ kmin cos a ), and
D4 = h - r sink L = D 1 .
By solving the h a and h b from equation (21), the intersection points Ca and Cb can be
found, as shown in Fig. 4. To ® nd the machined surface error (or machining strip
width), we are interested in the solutions h a and h b close to the cutting position C* (at
which h = 2p ), as shown in Fig. 4. The solution h a and h b can be found by using a
numerical method to solve equation (21).
By ® nding the two solution h a and h b of equation (21), the machining strip w of the
current cutting location C* with tool orientation (k L , !L ) can be calculated as
following:
wa = | z aL | = | r cosk L sin !L sin h a - r cosk L sin !L + r cos !L cos h |
a ; (22)
wb = | z bL | = | r cosk L sin !L sin h b - r cosk L sin !L = r cos !L cos h B |. (23)
The machining strip width w at the current cutting position C* with tool orientation
(k L , !L ) can be found as:
w = wa + wb . (24)
As shown in F ig. 4, wa is not always equivalent to wb if the tilt angle !L is not set to 0
(!L =/ 0). The solutions h a and h b of equation (21) can also be used to support the
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calculatio n of the cusp height between two adjacent cutter paths. A technique of
calculatin g cusp height for 5-axis machining had been presented in the previous work
in (Lee and Chang 1996b) and will not be discussed in this paper.
F igure 5 shows the eŒects of surface shape on the machining strip width. The same
eŒective cutting shape E (h ) has diŒerent machining strip widths w on diŒerent surface
regions. Given the same eŒective cutting shape E (h ), the concave region (j > 0) has
the largest machining strip width and the convex region (j < 0) has the smallest
machining strip width. As shown in Fig. 5, the machining strip width w of the same
eŒective cutting shape E (h ) in diŒerent surface regions has the relationship of
(wconcave > wplanar > wconvex ).
When machining the concave (j > 0) region, tool orientatio n is changed based on
the local surface shape to avoid gouging, as being discussed in §5. The machining strip
width w becomes smaller when the same cutter is used to machine the more curved
region (higher j ). As shown in Fig. 6, the machining strip width (w2 ) of the more curved
region (j 2 > j 1 ) is smaller than that of the comparatively ¯ at region ( w2 < w1 ).
æ ö æ ö
p
xL 0
| |
è ø è ø
|
yL
p
= |
r sink L (25)
p
z L Cutter centre - r cosk L sin !L L
By equations (11) and (25), the radius of the ellipse E (h ) to the cutter centre can be
derived as:
[
q (h ) = (- r sink ]
1
L sin h )2 + (r cosk L sin !L sin h + r cos !L cos h )2 2 . (26)
Surface interrogation tools 237
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sin !L + sin !L ) = 0.
4 2 2 2 4 2
+ (sin !L sin k L - sin k L sin !L - (28)
By solving equation (28), the h major of the major axis can be solved as:
- sin !L cosk L cos !L
sin h major = ------------------------------------------------- , and cos h major = ------------------------------------------------- .
Ö 2
sin !L + cos k 2
L cos
2
!L Ö 2
sin !L + cos 2 k L cos 2 !L
(29)
And, the h minor of the minor axis can be solved as:
cosk L cos !L sin !L
sin h minor = ------------------------------------------------ , and cos h minor = ------------------------------------------------ .
Ö 2
sin !L + cos 2 k L cos 2 !L Ö sin !L + cos 2 k
2
L cos
2
!L
(30)
238 Y .-S. Lee and H. Ji
As shown in F ig. 7, the two end points P 1 and P 2 along the major axis of E (h ) on
Y L - Z L plane can be found by substituting h ma jor and (h major + p ) into equation
(11). The side cutting strip can be found by ® nding the intersection points S1 and S2
between the oŒsetting surface and the cutter side edges. The unit tool axis ® A with
tool orientation (k L , !L ) projected on the Y L - Z L plane can be found from F ig. 1
as:
é ù éÖ ù
0
0 | | cosk
| | L
| | |
-----------------------------------------------
® A = | yAL
ë û ëÖ
= |
|
cos 2 k L + sin k L sin 2 !L || 2
. (31)
| |
û
zAL L sink L sin !L
-----------------------------------------------
cos 2 k + sin 2 k L sin
2
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L !L L
The intersection point S l can be found as the intersection between a circle and a vector
®
A starting from the end point P l , as shown in F ig. 7. The intersection point S l can be
found by equations (11) and (31) as:
é ù é ù
S T T
x lLl 0
| | ® |
= = P1 + =|
ë û
|
ë û
S1 | y lL1
S
tA ylL + t yAL , (32)
S zlL + t zAL L
z 1Ll L
where P l is found by substituting h major into equation (11). As shown in Fig. 7, the
intersection point S l is also located at the oŒset circle centred at (0, j1 , 0)L with radius
1
j - h . In the triangle O k S l P v shown in F ig. 7, the lengths of O k S l , S l P v and O k P v
can be found as:
1
Ok Sl = - h , (33)
j
S l P v = | z lLl | = | zlL = r zAL |,
S
(34)
1 1
Ok P v = =
S
- y lLl - ylL - t yAL . (35)
j j
The intersectio n point S l can be found using the relationship of O k S l P v and
equations (33)±(35). F rom O k S l P v , one has the following relationship:
( ) ( )
2 2
1 1
ylL + tyAL - + (zlL + t zAL )2 = - h and t > 0. (36)
j j
By solving equation (36), the parameter t can be found as:
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - --
t =
(yj
AL
- ylL yAL - zlL zAL -
Ö( yAL
j - ylL yAL - zlL zAL - (y2AL + z2AL ) y2lL + z2lL - 2 j lL - 2h
(y2AL + z2AL )
2
( y
j -
2h
j - h
2
.
(37)
The inter section point S l can be found by substituting t in to equation (32). U sing
the same method, one can ® nd another intersection point S 2 . As shown in F ig. 8,
to calculat e the machining strip width, the extreme points Q 1 and Q 2 , which are
t he ext r eme Z L va lu es of th e ellipse E (h ), need t o be found. The h E x t r eme of
these two Z L extreme points can be found by der iving Z L (h ) from eq uatio n (11)
Surface interrogation tools 239
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as following:
d (Z L (h ))
= r cosk L sin !L cos h - r cos !L sin h = 0, (38)
dh
h Extreme = tan - 1
( cosk L sin !L
cos !L )
. (39)
By substituting h Extreme into equation (11), the two extreme points Q 1 (h Extreme < p2) and
Q 2 (h Extreme > p2 ) can be found. The machining strip width w, depending on the sign of
the tilt angle !L , can be found as following (also in F ig. 8):
w = | S 1 Q 2 | = | Z S1, L - Z Q1, L | if (!L > 0), (40)
w = | Q 1 S 2 | = | Z Q1,L - Z S1, L | if (!L < 0), (41)
240 Y .-S. Lee and H. Ji
.
sink L
The radius of the eŒective cutting edge, R eff , Z L , in the side direction (Z L -axis) on the
XL - YL plane can also be found as:
2
R eff , Z L = g2 (r , k L , !L )Z L = 0 = r sin (44)
!L
sink L
By using equations (43) and (44), one can calculat e the eŒective cutting radius Reff , XL
and R eff , Z L in both the major and the side cutting directions. To avoid gouging, the
eŒective cutting radius R eff should be no larger than the radius of the local surface
curvature. As shown in Fig. 4, the eŒective cutting radius should be smaller than or
equal to the radius of the local surface curvature (R eff < j1 ) to avoid gouging.
G iven a cutter radius r, the minimum tool inclinatio n angle k L , min can be de® ned
by avoiding over-cutting on both X L - Y L and Y L - Z L planes. Initially, the tilt
angle !L is set to be 0. As shown in F ig. 9, if the curvature j Z L on X L - Y L plane is
non-positive (j ZL < 0), which means the surface is convex or planar, the tool inclinatio n
angle k L is set to a small default angle (for example, 5Ê). If the surface is concave
(j ZL > 0), the tool inclinatio n angle k L to avoid over-cutting on the X L - Y L plane can
be calculated according to the local surface curvature j ZL , as shown in Fig. 9.
= sin - é
|
1| ù ( )
r |
| 1
ë ( )û
1
k L if r< and (j ZL > 0). (45)
1 j ZL
j ZL
As shown in F ig. 10, to avoid gouging on the Y L - Z L plane, the tool inclinatio n
angle k L can be found by equating R eff , XL in equation (43) to the radius of surface
curvature j 1XL , and the inclinatio n angle k L to avoid gouging can be found as:
= sin - é
|
ù ( )
r |
| 1
ë ( )û
2 1|
k L if r< and (j XL > 0). (46)
1 j XL
j XL
The minimum tool inclinatio n angle k L , min is found from equations (45) and (46) as
following:
k L , min = MAX [k 1L , k 2
]
L . (47)
The inclinatio n angles are calculated to avoid over-cutting along both XL - and Z L -
directions, and the minimum tool inclinatio n angle k L , min is selected using equations
(45)±(47). As can be veri® ed from the above equations, to get a real solution of k L , min ,
the cutter radius should be no larger than the radius of curvature (r < j1 ). If the cutter
size r is larger than the local radius of curvature, searching for a new tilt angle !L is
needed to ensure the eŒective cutting radius Reff < j1 along both the X L - and Z L -
directions.
242 Y .-S. Lee and H. Ji
The new tilt angle !L , min can be determined using equations (43)±(47), as shown in the
following:
(Ö )(
--------------------------------
sin(k
)
) r 1
1
!L = cos - 1 machine - limit
if > and ( j XL > 0), (48)
rj XL sin(k machine - limit ) j XL
(Ö )(
--------------------------------
sin(k
)
) r 1
2
!L = cos - 1 machine - limit
if > and (j ZL > 0), (49)
rj ZL sin(k machine- limit ) j ZL
F igure 12. D istribution of the major principal curvature (j max ) of the example surface.
244 Y .-S. Lee and H. Ji
F igure 13. D istribution of the minor principal curvature (j min ) of the example surface.
F igure 14. EŒective cutting shapes of diŒerent tool orientations for 5-axis machining.
Surface interrogation tools 245
The selected tool orientation ( k L , !L ) can optimally ® t the eŒective cutting shape
E (h ) into the local surface shape in 5-axis surface machining.
® nd the two principal curvatures j max and j min are orthogonal to each other at the
same surface point. The maximum surface curvature is 3. 574 in the concave region
which means the minimum radius of surface curvature is 0.279. The maximum cutter
size for machining the example surface can be determined based on the minimum
radius of surface curvature to avoid gouging in machining.
® ®
F igure 14 shows the diŒerent eŒective cutting shapes E (h ) on the Y L - Z L plane
with diŒerent tool orientations, using the Theorist ‡ software. F igure 14 shows the
ellipse shape cutting shape E a (h ) with (k L , !L ) = (10Ê, 10Ê). The cutting shape E b (h )
of another tool orientation, (k L , !L ) = (25Ê, 30Ê), is also shown in F ig. 14. A ball end-
mill shape is also shown in F ig. 14 for comparison. By comparing the results shown in
F ig. 14, one can ® nd that the eŒective cutting shape E (h ) changes drastically owing to
the change of tool orientation in 5-axis machining. As shown in F ig. 14, an inclined
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end-mill cutter in 5-axis machining has a wider eŒective cutting shape than a ball end-
mill cutter does.
To demonstrate the machining strip width of diŒerent tool orientation, a cutter
with radius r equivalent to 0.25 unit is used and the cutter path distribution is sparse
for the comparison purpose. F igure 15 shows the machining strips along the
sculptured surface, which are evaluated using the presented technique. The tool
F igure 16. M achining strips with adjusting tool orientation by local surface property.
Surface interrogation tools 247
inclinatio n angle k L is set is 20Ê, the tilt angle !L is set to be 0Ê, and the surface
tolerance (h) is set to be 0.004 unit. As can be seen from F ig. 15, the machining strip
varies along the surface following the local surface shape. Please notice that the
machining strip becomes narrower when the cutter moves in the convex area and
becomes wider in the concave region, as shown in F ig. 15.
F igure 16 shows the machining strips on the same surface with a smaller initial
tool inclinatio n angle, (k L , !L ) = (10Ê, 0Ê). The tool orientation is changed based on
the local surface curvatures using the technique presented in §5 to avoid gouging the
adjacent surfaces. The machining strip gets wider when the cutter moves to the
concave region with lower curvature j , because the eŒective cutting shapes ® t closer
to the local surface by instantaneously adjusting tool orientations. Due to the
inclinatio n and tilting of the cutter, the machining strip gets narrower once the
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cutter moves into very curvy region with high curvature j (the curved valley area), as
shown in F ig. 16.
F igure 17 shows the machining strip of the same example surface with another
smaller initial tool inclinatio n angle, (k L , !L ) = (5Ê, 0Ê). The machining strip width w
gets even wider in most of the convex and concave region. However, the machining
strip gets narrow once again when the cutter enters the high curvature valley area, the
Figure 17. Wider machining strips with a smaller tool inclination angle (k L = 5Ê).
248 Y .-S. Lee and H. Ji
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F igure 18. EŒects of tool inclination angle ( k L) on machining strip width (w).
same as the cases shown in F igs 15 and 16. Comparing F igs 15, 16 and 17, one can ® nd
that the machining strip with a smaller tool inclination angle k L gets wider strip width
w over most of the surfaces except for the high concave curvature (j > 0) area where
w becomes smaller for all the cases. This is owing to the adjustment of tool orientation
by the high surface curvature to avoid local gouging. Examples in F igs 15±17 also
show the dangerous traditional practice of using a ® xed tool inclinatio n angle k L
without adaptively adjusting tool orientation by the local surface shapes. Gouging or
over-cutting does occur in the high curvature concave area if a ® xed tool angle is used
without adaptively adjusting the tool orientation.
The examples shown in F igs 15±17 are consistent with the discussion presented in
§4 and 5. The result indicates that, when possible, the eŒective cutting shape should
be ® tted onto the surface shape as much as possible by adaptively adjusting tool
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F igure 19 shows the eŒects of initial tilt angle (!L ) on the machining strip width.
As shown in F ig. 19, a larger tilt angle !L causes a smaller machining strip width w.
Comparing F ig. 19 with F ig. 18, the in¯ uence of tilt angle !L on machining strip width
is much smaller than that of the inclination angle k L . Figures 18 and 19 suggest that
gouging avoidance should be conducted mainly by adjusting the inclinatio n angle k L ,
and the tilt angle !L is only adjusted when certain constrains of k L (for example
machine limits) have been reached.
Please notice that, in Fig. 19, the highest machining strip width w occurs at
j a = 0. 69 which is equivalent to the inverse of the cutting radius, (1=R eff , XL (10Ê, 0Ê) .
The result of F ig. 19 shows that the adaptive adjusting tool orientation by ® tting
cutting shape to the local surface curvature has the highest machining strip width (w).
This result is consistent with the algorithm of tool orientation determination
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discussed in §5.2.
F igure 20 shows the in¯ uence of diŒerent tolerances (h) on the machining strip
width (w) of the same example surface. The machining strip width decreases as the
tolerance (h) becomes smaller. Please notice that when h is larger, there are cases that
side cutting occurs and the machining strip width w gets close to 2´ the cutter radius
(w = 2r = 0. 50). As shown in F ig. 20, side cutting occurs in some concave curvature
region when h is de® ned as 0. 010 unit. When a large tolerance h is used (for example
tolerance h = 0. 05), side cutting happens and the machining strip keeps at the level of
2´ of cutter radius (2r = 0. 50), as shown in F ig. 20. This means, if a large tolerance h
is given, side cutting occurs and the machining strip width is always close to the cutter
diameter.
F igure 21 shows the cutter paths generated for machining the example part
surface. F or comparison, only the cutter paths of the ® rst two machining strips are
shown in F ig. 21. G ouging the surface is avoided by adaptively adjusting tool
orientation according to local surface shapes. Shorter machining time can be achieved
by getting wider machining strips with the given surface tolerance. This leads to the
conclusion that, instead of the conventional practice of ® xed tool orientation in
machining, a better way to generate 5-axis cutter paths is to adjust tool orientation
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adaptively based on the local surface property. The techniques proposed in this paper
can be used to support the automation of 5-axis complex surface machining for better
machining quality and shorter machining time.
7. Conclusions
This paper presents a robust surface interrogation tool and the techniques to
evaluate machining strip width to support the automatic planning and programming
of 5-axis surface machining. The machining strip is analysed by ® nding the inter-
section between the oŒset surface and the eŒective cutting shape of the inclined
cutters. Surface curvature information is used to adaptively adjust tool orientation to
optimally ® t the cutting shape into the local surface for better machined surface
quality. A wider machining strip can be achieved using the proposed technique. The
proposed work exploits the current capabilities of 5-axis machine tools for better
machining quality. The proposed methodology can be used to automate 5-axis die/
mold complex surface machining.
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