NISTIR 88-3811

RECOMMENDED TECHNICAL SPECIFICATIONS

FOR PROCUREMENT OF EQUIPMENT

FOR A TURNING WORKSTATION

June 22, 1988 By:

Issued Kang Lee

June, 1989

NEW NIST PUBLICATION

June 12, 198?

U.S. DEPARTMENT OF COMMERCE National Institute of Standards & Technology

RECOMMENDED TECHNICAL SPECIFICATIONS

FOR PROCUREMENT OF EQUIPMENT FOR A TURNING WORKSTATION

Kang Lee

Sensor Integration

Automated Production Technology Division

National Institute of Standards

and Technology

Gaithersburg, Maryland

This publication was prepared by United States Government employees as part of their

official duties and is, therefore, a work of the United States Government and not subject

to copyright.

TABLE OF CONTENTS

Page

I. INTRODUCTION 1

II. MAJOR COMPONENTS 2

II. 1. CNC Turning Machine 2

II. 1.1 Functional Requirements 2

II. 1.2 Performance Characteristics 3

II. 1.3 Applicable Specifications, Codes, and Standards 16

II. 1.4 Performance Acceptance Testing 19

II. 1.5 Evaluation Criteria 21

II.2. Robot System 25

11.2.1 System Elements 25

11.2.2 Performance Characteristics 25

11.2.3 Applicable Specifications, Codes, and Standards 30

11.2.4 General Features 30

11.2.5 Safety 34

11. 2.6 Final Inspection 35

11.2.7 Documentation and Support 35

11.2.8 Performance Testing 37

11.2.9 Evaluation Criteria 38

III. SUMMARY 40

l
TABLES

Page

TABLE I. Specific Machine Tool Requirements 8

TABLE II. Specific Requirements for Machine Control

Unit, CNC Control 10

TABLE III. Tool Setting and Part Gaging 16

TABLE IV. Machine Accuracies 23

TABLE V. Performance Test 25

ii
FIGURES

Page

Figure 1. The Tool Coordinate System 41

Figure 2. Space Accessible by Robot 42

in

Procurement Specifications

I. INTRODUCTION TO THIS MANUAL

This manual serves as a technical guide to the specifications required to procure

commercially available, major components important in a Turning Workstation. The

specifications are written specifically for the procurement of an industrial robot and a

turning center (a computerized numerical control (CNC) turning machine) for use in a

technology transfer program. This program is developing a small-batch flexible

manufacturing workstation for the Mare Island Naval Shipyard. Some of the

specifications included herein are developed to meet the technical requirements for the

machining of families of nuclear submarine RISIC parts. This manual is intended to be

used as an aid for those in government, industry and academia who are engaged in

automated manufacturing research.

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Procurement Specifications

II. MAJOR COMPONENTS

1. CNC TURNING MACHINE

This turning center will be used in an extended series of experiments to evaluate the

effectiveness and limitations of on-line computer correction of machine-tool performance

and completely automated operation in a small batch manufacturing environment. The

turning center will become a research element of a microprocessor-based, network

controlled turning workstation and will be automatically tended by an industrial robot(s)

and controlled by a host computer, a workstation controller. This machine tool will run

untended by a human operator.

1.1. Functional Requirements

The turning center shall be designed and engineered to meet the purchaser’s

requirements as follows:

a) The turning center shall be delivered and installed as a self-contained unit

capable of performing CNC machining operations on parts held in a 3-jaw power

chuck or mounting between centers.

b) The turning center shall be controlled by a microprocessor-based machine

control unit (MCU) interfaced to the machine tool. The MCU shall receive

commands from a program stored in a self-contained memory unit or from a

program manually entered from a keyboard on the machine controller as manual

data input (MDI). The memory shall accept programs from memory storage,

magnetic tape, and MDI inputs. It shall be possible to save programs for future

use by writing the memory to external storage such as a magnetic tape cassette

recorder, paper tape punch, and bubble memory cartridge reader through

appropriate interfaces.

c) The turning center machine-tool-controller software shall be programmed in a

high-level structured language such as ADA or Pascal so that it can be modified by

the purchaser. The contractor shall furnish a listing of the controller source code

and an editor to modify the software.

d) The turning center shall provide a machining capability "C" axis, that is, the

spindle position can be programmed via the CNC controller.

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Procurement Specifications

e) The turning center shall have a quick change tool head at the tool turret that

can be actuated remotely for quick change of tooling.

f) The turning center shall have turret-mounted live tooling for all secondary

machining operations. Secondary machining operation shall include, but not be

limited to, face milling, slotting, and off-axis drilling and tapping.

g) The turning center shall have an automatic gaging system, furnished with a tool

and a workpiece gaging probe, and necessary software integrated into CNC control.

h) The turning center shall be equipped with automatic lathe door open and door

close functions.

1.2. Performance Characteristics

1.2.1. General Description

The machine tool shall be new and essentially one of the manufacturer’s current models.

The machine tool shall be a 2-axis, continuous path positioning/contouring machine with

a rotary turret for tool positioning. In addition, the machine tool shall be capable of

holding the spindle in position in order to allow the use of live tooling. The design of

the machine shall include features and components necessary for maintaining alignment

and accomplishing turning, boring, threading, drilling, and shaft turning operations as well as off-axis boring, threading, drilling and milling. The machine shall have a

horizontal axis spindle. Motion in the X and Z axes, spindle operation, and turret

indexing shall be directed by a computer numerical control (CNC) type MCU. The

machine shall have full-axis servo drives on the linear axes with precision positioning

feedback devices and turret indexing with at least 12 indexing positions to allow the

specified machine capacity to be exercised.

The machine functions shall be controllable directly by manually-operated control

devices, semi-automatically by manual data input devices, and automatically from parts

programs in data memory, and remotely from a computer.

All parts of the machine or system that are subject to wear, breakage, or distortion shall

be accessible for adjustment, replacement, and repair.

1.2.2. Detailed Requirements

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Procurement Specifications

Construction Features: The machine shall be so constructed that when installed, filled

with operating fluids, and connected to power, it will be ready for operation. The

machine shall be constructed of parts which are without defects and free of repair. The

structure shall be capable of withstanding all forces encountered during operation of the

machine to its maximum rating and capacity without permanent distortion.

Castings and Forgings: All castings and forgings shall be free of defects, scale, and

mismatching. No process such as welding, peening, plugging, or filling with solder or

paste shall be used for reclaiming any defective part.

Welding, Brazing, or Soldering: Welding, brazing or soldering shall be employed only

where specified in the original design. None of these operations shall be employed as a

repair measure for any defective part.

Fastening Devices: All screws, pins, bolts, and similar parts shall be installed in such a

manner as to prevent change of tightness. Those subject to removal or adjustment shall

not be swaged, peened, staked, or otherwise permanently deformed.

Surfaces: All surfaces of castings, forgings, molded parts, stampings, and welded parts

shall be cleaned and free from sand, dirt, fins, sprues, flash, scale, flux, and other

harmful or extraneous materials. All edges shall be either rounded or beveled unless

sharpness is required to perform a necessary function. Except as otherwise specified

herein, the condition and finish of all surfaces shall be in accordance with the

manufacturer’s standard commercial practice. The manufacturer’s standard-color paint

shall be used where applicable.

Threads: All threading of parts shall be done in the SI (metric) unit system, or inch

system conforming to Federal Screw Thread Standard H28, excluding hydraulic

components and manufacturer’s standard electronic connectors.

Plates: All words on speed-and-feed indicating plates and/or instruction plates shall be

in the English language and engraved, etched, embossed, or stamped in boldface

characters on a contrasting background.

Gears: The gears used in the machine shall be machined in either the SI (metric) unit

system or in inches. In either case, the gears shall be suitable for the intended purpose,

and shall be heat-treated by a process that will impart the necessary toughness and

hardness that will enable the gear train to transmit full-rated torque without failure or

premature wear.

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Procurement Specifications

Lubrication: All bearings (except sealed-for-life type), matting gears, and sliding parts

shall be provided with means for automatic lubrication with a system of capacity for at

least 100 hours. Oil reservoirs shall be fitted with oil-level sight gages. Manually

operated systems for ways and remote areas shall have control handles mounted in

accessible locations. All oil holes, grease fittings, and filter caps shall be easily

accessible.

Interchangeability: To provide for replacement of work parts, all parts bearing the same

part number shall be functionally interchangeable without modification of part or

machine, and shall be dimensionally identical within the manufacturing tolerance limits in

use by their manufacturer.

Reclaimed Materials: The machine shall contain reclaimed materials to the maximum

extent possible without jeopardizing its intended use or its performance. The reclaimed

materials shall have been reprocessed, remanufactured or recycled in a manner which

restores them to the same chemical composition and physical properties as the materials

originally selected for use on the machine. Reclaimed materials shall include iron, steel,

copper, brass, aluminum, glass, fiber products, plastics, and elastomers that have been

collected from discarded solid, liquid, semisolid, or gaseous waste such as garbage,

refuse, or sludge.

1.2.2. 1. Component Specification

The principal components of the turning center shall include, but shall not be limited to:

bed base, turret, carriage, 3-jaw chuck, spindle, head stock, numerically controllable axes,

precision feedback devices, coolant system, electrical system, hydraulic system, numerical

control system, machine/control system interfaces, and appropriate safety devices. These

components shall provide a machine tool that conforms as described in Table I Specific

Machine Tool Requirements and Table II Specific Requirements for Machine Control

Unit, CNC Control.

Numerical Control System: The turning center shall have a fully automatic numerical

control system with a machine control unit (MCU), axis servo drives, and position

feedback devices. This control system shall be configured in a manner consistent with

the functional requirements stated in Section 1.3 above to allow the purchaser to

accomplish the operations outlined in Sections 1.1 and II.3. The MCU shall have the

features listed and described in Table II, and shall operate as follows: The system shall

control the machine to accomplish axis movement, spindle operation, turret indexing,

and all other part-program-directed functions. Spindle operations include spindle locking

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Procurement Specifications

in order to machine with the rotary tooling. The MCU shall be a continuous-path

contouring unit.

System Software: Part programs, the operating program, tool data, materials data, time

cycles, and resident diagnostics shall be stored and processed by the MCU utilizing

semiconductor memory. The MCU memory capacity shall be sufficient to store the

equivalent or at least 1000 feet (394 m) of multiple part-program tape data in addition

to the storage of all other software of the system. Programs stored in memory from

tape input shall be accessible for repetitive execution without the use of the tape reader.

The MCU shall translate the program data into machine control language and shall

store this in the memory.

The MCU shall also be capable of accepting binary code perforated paper tape input

and magnetic tape input.

The system shall control the axis servo drives to move the controlled elements to the

program-commanded positions with the MCU regulating speed, direction, sequence, and

dwell. The system shall position the controlled slides in rapid traverse, feed in any

controlled axis at the program feed rate, elect spindle speed and direction of rotation,

initiate tool index, and control the flow of coolant fluid.

Movement of the X and Z turret axes shall be actuated through closed-loop electric or

hydraulic servo mechanisms. The speed shall be variable on X and Z movements. The

feed drives of the linear axes shall be accomplished using antibacklash ball lead screws

with preloaded recirculating ball nuts. Positioning feedback devices on the axes shall

provide the MCU with position data in order that it may be compared with the control

output and the machine slides moved in the direction that will tend to reduce the

difference to zero.

The contractor shall furnish source code such that the system software can be modified.

Numerically Controlled Axes: With machine axis and motion nomenclature assigned in

accordance with EIA RS-267, the MCU shall control the axes of the machine to

perform turning, boring, drilling, continuous-path contouring, and threading through

simultaneous movements of the X and Z axes utilizing linear interpolation and circular

interpolation. Positioning axes shall execute program movement at fixed or programmed

velocities independent of the movements of any other axis. Contouring axes shall have

simultaneous start and completion of defined moves with vector and velocity control.

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Procurement Specifications

The MCU shall provide interface circuitry and plug receptacles to output stored

programs from the memory to external storage.

The MCU shall provide interface circuitry and plug receptacles to output stored

programs from the memory to external storage. Memory space formerly occupied by

deleted programs shall be accessible for reutilization. The methods used shall be those

stated in Section II.l.l (b).

MCU’s utilizing volatile-type memory shall have a self-contained emergency power

source that will maintain program and data storage for a period of not less than 24

hours.

Auxiliary Functions: The MCU shall respond to all program command auxiliary

functions. System preparatory and miscellaneous functions shall be coded in accordance

with EIA RA-274, Appendix B. Preparatory functions shall include interpolation, fixed

cycles, and dwell. Miscellaneous functions shall include program stop, optional program

stop, end of program, spindle CW, spindle CCW, spindle off, coolant on, coolant off,

turret index, end of program (rewind) and program restart.

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Procurement Specifications

TABLE I. Specific Machine Tool Requirements

Characteristics must not be less than the requirements shown, except when a range is

specified; acceptable performance for a range is from the smaller figure, or less, to the

larger figure, or more.

X Axis Travel: 6-inch working travel

Z Axis Travel: 8.5-inch working travel

Resolution, Both Axes: 0.00001 inch

Maximum Turning Diameter, w/3-jaw chuck: 12 inches

Maximum Turning Length, distance between centers: 15 inches

3-Jaw Chuck Size, Powered: 12-inch (include at least one set of soft jaws and one set of

hard jaws)

Collet Chuck Size, Powered: N/A

Hole Through Spindle: 2.5 inches

Spindle Speed Range: 45-3000 rpm

Main (Spindle) Drive Motor: 30 hp

Spindle Indexing: 1800 positions per revolution ( 0.2 degree )

Minimum Tool Positions: 12

Minimum Turret Indexing Positions: 12

Rapid Traverse Rate (All Axes): 300 ipm

Rotary Tool Spindle Speed: 0-3000 rpm

Rotary Tool Spindle Motor: 7 hp

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Procurement Specifications

Machine Ways (hardened)

Chip Conveyer: NC controlled on/off.

Axis-Drive Motors: DC servo

Coolant System: Flood type, NC controlled on/off

Electrical System: 460 Volt, 3 Phase, 60 Hertz; shall conform to NFPOA 378; shall

meet or exceed electromagnetic interference characteristics of MIL-STD-461.

Hydraulic System: Shall be complete and adequate to perform all specified functions.

Motors: Shall be specifically designed for the purpose to be used and shall conform to

NEMA std. MG1.

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Procurement Specifications

TABLE II. Specific Requirements for Machine Control

Unit, CNC Control

Characteristics must not be less than the requirements shown, except when a range is specified; acceptable performance for a range is from the smaller figure, or less, to the

larger figure, or more.

Controlled Axes: 2 Axes (X and Z), simultaneously

Decimal-Point Programming

Increment System:

Least Input Increment: 0.00001 inch

Maximum Programmable Dimension: 99.9999 inches

Program Input/Output: RS-232 interface, paper-tape reader, MDI

Rapid Traverse Override: 100%, 50%, 25%, 0%, or 0-100% or greater.

Feed rate Override: 0-110%

Automatic Acceleration/Deceleration

Absolute/Incremental Programming

Absolute-Zero-Point Programming

Linear/Circular Interpolation

Tool Offset: 32 pairs in memory

Dry Run Capability

Part Program Storage Capacity (equivalent): 1000 feet of tape program

Backlash Compensation: 0-0.255 mm (0-0.010 inch)

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Procurement Specifications

Single Block Operation

Interlock

Machine Lock

Stored Stroke Limit

Feed Hold

Tape Reader: The MCU shall have a photoelectric-type tape reader for holding,

feeding, and reading one inch, eight channel perforated tape as required herein. The

tape reader shall be located on the exterior of the MCU, in a position that is readily

accessible, visible, and protected from environmental contaminants. The reading speed

of the tape reader shall be not less than the capability of the MCU to receive and

process such input data and, in any event, not less than 150 characters per second. The

MCU shall have controls for feeding, rewinding, and stopping the tape for single and

multiple block operation to include stored program and sequence number search.

Parity Check: The MCU shall have a parity check system which stops the tape reader

and illuminates an error indicating light on the control panel or produces an error

message on the CRT or readout when the number of holes read in a traverse row of

tape data does not comply with the program character code (EIA RS-244 or EIA RS358). The system shall include controls for overriding parity error.

Tape Hold Verification: The reader shall be stopped and a read error signal given if

parity check indicates that the number of holes read does not conform to the established

tape format, if sprocket hold verification detects the absence of a hole, or if there is

tape misalignment. It shall be possible to feed tape data which is not required for

control operation through the reader without registering a parity error, such as leader

information containing program identification data, operator messages, and other

functions as appropriate.

Block Delete: The MCU shall have a block delete system which can be controlled by

the operator for reading through or ignoring blocks of tape data.

Buffer Storage: The MCU shall have buffer storage for transferring blocks of program

data from the tape reader to internal storage without delaying the next incoming block

or interrupting the active command functions. The buffer shall delay or store input data

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Procurement Specifications

until allocated by the controlling devices. The buffer shall store one or more blocks of

program data.

MCU Console: The MCU console shall be constructed in accordance with the

applicable requirements of ELA RS-281. The MCU shall be a solid-state, modular-type

unit. The console shall have a control panel for displaying the visual signals and

operating controls of the system and machine. The console shall have removable panels

or other means that provide access to all circuit boards, wiring, and other components

contained within. Circuits shall include tagged or color-coded wiring, terminal board

markings, and branch circuit fusing. The MCU shall include electrical and safety

interlocks as required for the protection of the system, machine, and the operator. The

console shall be sealed to protect the contained components from dust or other

environmental matter that could adversely affect performance of the MCU. The system

shall function effectively and accurately within any ambient temperature ranging between

10° C and 48° C and in a relative humidity of up to 95 percent.

Control Panel: The control panel of the MCU shall include an alphanumeric keyboard

and other switches and push buttons necessary to control the unit. A cathode ray tube

(CRT) display shall be provided.

Program Edit: The MCU shall be configured with an edit mode that is operational

through the control panel keyboard and other controls as necessary for the display and

modification of program data of tape being input and programs stored in memory. The

mode shall include controls for searching the selected data input source (tape or data

memory) both forward and reverse and block-by-block for a designated sequence

number of block of program data. When located, the designated block shall be

displayed for review and editing. The mode shall permit data to be deleted or altered

and shall permit additional blocks to be inserted between blocks of program data. It shall also permit the edited data of tape programs to be input to data memory and

merged with the programs for tape execution.

Tape Punch Interface: The MCU shall include a tape punch output interface with

necessary hardware and software for allowing the coded data of stored programs to be

produced by a tape punch unit. In order to facilitate punch unit connection, the

interface shall include necessary circuitry and a plug receptacle in accordance with ELA

RS-232.

Direct Machine Control: The MCU console shall be configured to provide direct

override control over feed rates and spindle speed and to provide jogging capability on

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Procurement Specifications

all axes. Feed rate override shall allow manual adjustment of the tape or stored

program commanded feed rate for each axis controlled by the numerical control system.

The override shall be as specified in Table II, and have a continuous low- and highspeed bidirectional jog movements of the slides for each controlled axis.

Program Adjustment: The MCU shall have controls for locating the zero reference (set)

point at any position throughout the range of departure for each controlled axis.

The MCU shall have linear and circular interpolation capability for directing contouring

cuts by simultaneous incremental or absolute movements of any or all axes controlled.

Circular interpolation shall provide a means within the system for generating an arc in

any one quadrant using one block of program data. Direction of the tool center arc

shall be clockwise or counterclockwise.

The MCU shall be configured to allow tool length offsets up to at least 999.999 mm or

99.9999 in, as applicable, and gauge lengths ranging from not more than 0.003 mm

(0.0001 in) to at least 999.999 mm or 99.9999 in, as applicable, for at least 12 tools.

Tool length offsets and gauge lengths shall be set through the control panel and shall be

displayed on the control panel.

Direct Numerical Control Interface (DNC): A DNC interface to the MCU shall be

provided that permits DNC operation of the machine tool and bidirectional

communications with a host computer. The protocols utilized to implement

communications and error checking on the computer link shall be described. The

hardware to implement the DNC interface at the MCU, and a 300-foot cable and

connector for the computer link shall conform to RS-232C or EIA-422. The minimum

data transmission rate shall be 9600 baud. The DNC interface and computer link shall

permit the following operations: a) transmit machine control data from the host

computer to the MCU for storage in program memory, b) transmit edited machine

control data from MCU memory to the host computer.

Safety Devices: Covers, guards, or other safety devices shall be provided for all parts of

the machine that present safety hazards. The safety devices shall not interfere with the

operation of the machine. The safety devices shall prevent unintentional contact with

the guarded part, and shall be removable to facilitate inspection, maintenance, and

repair of the parts. All machine parts, components, mechanisms, and assemblies

furnished on the machine, whether or not specifically required herein, shall comply with

all of the Standards promulgated under OSHA that are applicable to the machine itself.

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Procurement Specifications

Maintenance tools: One set of wrenches and operating and repair tools shall be

furnished according to the normal practice of the manufacturer.

Documentation: At least three copies of documentation for the complete turning center

shall be supplied. This shall include operating, service, and programming manuals as

well as mechanical drawings, and complete electronic and electrical schematics. In

addition, source code for the operating system shall be supplied.

Training: Reasonable technical training in the operation, maintenance, programming,

and routine use of the turning center shall be provided at the buyers site. For this

purpose, the manufacturer’s standard courses in the machine operation, maintenance,

programming, and routine use will suffice.

Plates: A corrosion-resistant metal nameplate shall be securely attached to the machine.

The nameplate shall contain the information listed below. If the machine is a special

model, the model designation shall include the model of the basic standard machine and

a suffix identified in the manufacturer’s permanent records. The captions listed may be

shortened or abbreviated, provided the entry for each such caption is clear as to its

identity:

Nomenclature

Manufacturer’s Name

Manufacturer’s Serial Number

Manufacturer’s Model Designation

Class, Axes Pos., Axes Cont.

Size, HP Spindle Motor

Power Input (Volts, Total Amps, Phases, Frequency)

Contract Number/P.O. Number

Date of Manufacture

Also, a lubrication chart or plate shall be permanently and securely attached to the

machine. It shall be placed in a transparent plastic folder or permanently sealed

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Procurement Specifications

between clear plastic sheets with suitable means for mounting. The following

information shall be furnished on the chart or plate:

Points of Application

Service Interval

Type of Lubricant

Viscosity

Chip and Coolant Shielding: The machine shall be provided with shielding for the

reasonable containment of coolant and chips. The containment device must be

transparent or contain a transparent window to provide work area visibility.

Power Operated Chuck: The chuck shall be a heavy-duty, three-jaw self-centering chuck

not less than the size required in Table I. The chuck shall be operated by pneumatic or

hydraulic power as normally supplied. Chuck grip pressure and manual operating

controls shall be provided.

In-Process Part Gaging: The machine tool shall be equipped with a turret-mounted

touch probe and necessary control software to provide automatic in-process part gaging

operation on the machine. The required repeatability of the probe is given in Table III.

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Procurement Specifications

TABLE III. Tool Setting and Part Gaging

Tool Setting Station :

Repeatability of the touch probe .000020 inch, one standard deviation

Positioning repeatability of the arm +/- .0002”

In-process Gaging Probe:

Repeatability .000020 inch, one standard deviation

Tool Setting Station: The machine tool shall be equipped with a tool setting station and

necessary control software to provide automatic measurement of tool offsets on the

machine and update the tool offset registers automatically. The required repeatability of

the tool setting station is given in Table III.

Tooling: The machine turrets shall be equipped with tapered shank tooling that can

readily be changed by a robot. Live tooling is not required to have tapered shank.

Automatic Lathe door: The lathe door opening and closing shall be remotely under

CNC control. When the door is fully open, it shall have a minimum of 21-inch wide

clearance for robot access into the lathe work volume.

1.3. Applicable Specifications, Codes, and Standards

The following documents of the issue in effect on date of request for proposals form a

part of this specification to the extend specified herein.

UNITED STATES MILITARY STANDARDS

MIL-STD-1815 ADA Programming Language

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Procurement Specifications

MIL-STD-461 Electromagnetic Interference Characteristics Requirements for

Equipment

(Copies of military specifications, standards, drawings, and publications

required by contractors in connection with specific procurement should be

obtained from the procuring activity or as directed by the Contracting Officer.)

OCCUPATIONAL SAFETY AND HEALTH ACT (OSHA) OF 1970

Title 29, Code of Federal Regulations, Chapter XVII, Part 1910, and

amendments. Occupational Safety and Health Administration Standards

FED-STD-H28 SCREW THREADS FOR FEDERAL SERVICES

ANSI B1 - ISO Metric Screw Threads

(Application for copies should be addressed to the Superintendent of

Documents, Government Printing Office, Washington, CS 20402.)

AMERICAN NATIONAL STANDARDS INSTITUTE (ANSI)

ANSI X3.9-FORTRAN

ANSI X3.37-Programming Language APT

(Application for copies should be addressed to the American National

Standards Institute, Dept. 969, 1430 Broadway, New York, NY 10018.)

NATIONAL FIRE PROTECTION ASSOCIATION (NFPA) STANDARDS

NFPA No. 79-Electrical Standard for Metalworking Machine Tools.

(Application for copies should be addressed to the National Fire Protection

Association, 470 Atlantic Avenue, Boston, MA 02110.)

ELECTRONIC INDUSTRIES ASSOCIATION (EIA) STANDARDS

RS-227 One-Inch Perforated Paper Tape

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Procurement Specifications

RS-232 Interface Between Data Terminal Equipment and Data

Communication Equipment Employing Serial Binary Data Interchange

RS-267 Axis and Motion Nomenclature for Numerically Controlled Machine

Tools

RS-274 Interchangeable Perforated Tape Variable Block Format for

Positioning, Contouring, and Contouring/Positioning Numerically Controlled

Machines

RS-281 Electrical and Construction Standards for Numerical Machine Control

RS-350 Subset of USA Standard Code for Information Interchange for

Numerical Machine Control Perforated Tape

(Application for copies should be addressed to Electronic Industries

Association, Engineering Dept., 200 Eye St., N.W., Washington, DC 20006.)

INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS (IEEE)

STANDARDS

IEEE-488 Digital Interface for Programmable Instrumentation

IEEE-770-1982 Pascal Computer Programming Language

(Application for copies should be addressed to the Institute of Electrical and

Electronics Engineers, 345 E. 47th St., New York, NY 10017.)

NATIONAL ELECTRICAL MANUFACTURER’S ASSOCIATION (NEMA)

STANDARDS

MG1 Motors and Generators

(Application for copies should be addressed to the National Electrical

Manufacturer’s Association, 155 East 44th St., New York, NY 10017.)

NATIONAL MACHINE TOOL BUILDERS’ ASSOCIATION (NMTBA)

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Procurement Specifications

Definition and Evaluation of Accuracy and Repeatability for Numerically

Controlled Machine Tools

(Application for copies should be addressed to the National Machine Tool

Builders’ Association, 7901 Westpark Drive, McLean, VA 22101.)

(Technical society and technical association specifications and standards are

generally available for reference from libraries. They are also distributed

among technical groups and among Federal agencies.)

1.4. Performance Acceptance Testing

Contractor Responsibility: The contractor shall provide and maintain an effective

inspection system which will assure that all articles submitted to the purchaser for

acceptance conform to contract requirements whether manufactured or processed by the

contractor, or procured from subcontractors or suppliers. Quality assurance personnel

shall perform or verify all inspections or tests. The purchaser reserves the right to

perform any inspections or tests necessary to assure articles conform to prescribed

requirements.

The contractor shall perform sufficient inspections of parts, components, and assemblies

to assure that articles conform to the latest applicable drawings and specifications with

respect to workmanship, configuration, finish, performance, and identification. These

inspections shall include receiving, fabrication, assembly, end-item, and shipping phases.

The contractor shall maintain calibrated suitable inspection equipment of range,

accuracy, and type necessary to ensure conformance; maintain control over processes

which are not readily detectable or measurable by inspection of finished articles; and

maintain effective and positive control of nonconforming articles.

It is intended that documentation will be minimal; however, the contractor shall provide

objective evidence of quality in the form of records of inspections. The contractor’s

existing documentation shall be utilized whenever possible, subject to review by the

purchaser.

The supplier is responsible for the performance of all inspection requirements as specified herein. Except as otherwise specified in the contract or order, the supplier

may use his own or any other facilities suitable for the performance of the inspection

specified herein, unless disapproved by the purchaser. The purchaser reserves the right

to perform any of the inspections set forth in the specification when such action is

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Procurement Specifications

deemed necessary to ensure that supplies and services conform to prescribed

requirements.

1.4.1. Preshipment Examination

The purchaser reserves the right to examine the completed machine tool before it is

packaged for shipment to confirm that it meets the specified requirements in Sections

II.l.l and II.1.2 above (including Table I and Table II).

The purchaser reserves the right to examine source code for the controller software to

confirm that it is suitable for the requirement in Sections II.l.l and II. 1.2.

All tapes, materials, and tools required to perform and evaluate these tests shall be

furnished by the supplier. The numerical control test tapes and computer printouts used

shall become the property of the purchaser.

1.4.2. Operational Test

The machine and its numerical control system shall be operated in accordance with the

manufacturer’s standard operating test procedure for warm-up and run-off checks.

During the warm-up period, proper operation of all manual controls, motors, adjustment

mechanisms and accessories shall be verified. After warm-up, the machine shall be

cycled continuously under numerical tape control for a period of not less than 4 hours.

This operation shall include turret indexing, spindle speed, and feed rate changes that

include the highest, intermediate, and lowest settings of each range, rapid traverse of all

slides, simultaneous movement of slides and automatic feed cycles as applicable. The

numerical control system shall be further tested to verify proper operation of MDI,

program edit, and system diagnostics. Should a malfunction occur, it shall be corrected

and the operational test repeated until a full 4 hours of running time is completed

without failure.

1.4.3.

Alignment and Accuracy Test

The machine and its numerical control system shall be tested for conformance with the

alignment and accuracy requirements listed in Table IV. The evaluation of accuracy

shall follow NMTBA guidelines unless otherwise specified.

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Procurement Specifications

To assess axis positioning accuracy and overshoot values, the following tests shall be

used. Starting at positions other than the extremes of axis travel, two identical

movements of each control able linear axis shall be programmed and executed in each

direction. Programmed span shall not be less than 200 mm and each digit of starting

and end point shall be other than zero with respect to reference zero. Feed rate axis

shall be 50mm per minute. Absolute positioning and positioning repeatability errors

shall not exceed the permissible tolerances of Table IV. Similar movements of each

linear axis shall be programmed at varied feed rates to test for slide overshoot at

accelerated feed rate without programmed deceleration. One pass shall be programmed

at feed rates nearest to 10, 20, and 100 percent of maximum linear feed rate.

Automatic stops shall be programmed appropriately for inspection of control positioning

accuracy.

1.4.4. Performance Accuracy Test

The machine shall be used to produce two test parts in accordance with the

manufacturer’s standard test methods. The supplier shall provide a test part

configuration that will most effectively utilize all the capabilities of the turning center

and control. The test shall include at least one cut in each mode of departure, including

operations that demonstrate straight turning, taper, shoulder, facing, boring, threading,

and contouring. The material used may be the supplier’s choice, and the cutting speeds

shall be based on the recommended SFPM for the material and tooling used for the

test. The test part accuracies shall meet the requirements of Table V.

1.4.5. Maximum Horsepower Test

The machine shall be subject to a cutting test which applies not less than the full rated

input power to the spindle motor for at least one minute. Spindle speed shall be

chosen by the supplier as low as practical for this test without applying torque in excess

of the design maximum value to any machine component. Material and dimensions of

the workpiece, tooling, depth of cut, and feed rate shall be at the option of the supplier

to achieve the required loading. There shall be no evidence of chatter, stalling or

permanent distortion during or after the test.

1.5.

Evaluation Criteria

Criteria should be evaluated roughly as follows:

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Procurement Specifications

a) Mechanical specifications: 35%

b) Control system specifications : 35%

c) General requirements (documentation, training, etc.): 15%

d) Price and delivery: 15%

Past performance, as it pertains to prior relevant contracts, should be considered in the

evaluation of each criterion.

9

22
Procurement Specifications

TABLE IV. Machine Accuracies.

The machine accuracies shall be within the given tolerances when checked in accordance

with II.1.4.3.

Bedwav Level

Head end: .0005712"

Tail end: .0005712"

Spindle Nose

Center runout: .0005"

Nose runout: .0003"

Face runout: .0005"

Runout of Axis of Spindle Through Hole fT.I.R.l

At nose: .0003"

At end of 12" test bar: .0006"

Parallelism of Spindle Axis With Carriage Path

Vert, plane low at end of 12" test bar: .0005"

Horz. plane low at end of 12" test bar: .0004"

Cross Slide Alignment

Concave on 12" diameter: .001"

Reversal Lost Motion (Uncompensated Rotary Feedback)

Z axis: .001"

X axis: .001"

Motion Repeatability (TJnidirectionaB

Z Axis: .00005"

X Axis: .00005"

Parallelism of Axis of Centers With Carriage Path in 12" Length

Vert, plane up at tail: .0008"

Horz. plane forward at tail: .002"

Repeatability of Index of Turret

End: .0003"

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Procurement Specifications

Face: .0003"

Parallelism of Turret Boring Bar with Carriage Path in 6"

Each position top of bar: ±.002"

Each position side of bar: ±.002"

Coincidence of Bar Holder Vertical

Centerline with Spindle Centerline

Each position: ±.002"

Parallelism of Tool Locating Surfaces

with Turret Slide Path in 4"

Each tool pocket face: ±.002"

24
Procurement Specifications

TABLE V. Performance Test.

The machine shall perform within the given tolerances when checked in accordance with

II.1.4.4.

Straight turning test, outside diameters:

Turning diameter cylindrical to within 0.00T' in 12"

Turned diameter round to within 0.0003"

Facing cut, flatness, concave only 0.0007" in 10" diameter

Turned diameter to within 0.001" in 12"

Boring cut, 5" depth of bore, cylindrical to within 0.0005" and round to within

0.0005"

Thread lead error 0.001/inch

Comparison of dimensions of two test parts 0.0005" max. deviation

Test part must demonstrate surface finish not rougher than 60 microinches.

2. ROBOT SYSTEM

2.1. System Elements

The principle system elements consist of the mechanical system, which includes the arm,

joints, power source and power transmissions, and the control system, which includes the

means for translation of programmed instructions into position and sequence commands,

and the means for measuring and regulating the configurations of the mechanical system

resulting from those commands. The control system also includes a pendant for teach

programming, a means to save and later access programs which reside external to the

systems, and a means to program robot motions via an off-line programming language.

2.2. Performance Characteristics

2.2.1. Mechanical Requirements

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Procurement Specifications

Degrees of Freedom: The robot system shall be constructed of gantry design with three

orthogonal positioning axes (X, Y, Z) and tool orientation axes (wrist). A total of at

least 5 electric servo-driven axes.

Load Capacity: Without rotation loading, the robot manipulator shall have a minimum

load capacity of 150 lbs, including end-effector, when loaded 10 inches from the endeffector mounting plate. With rotation loading, the robot shall have a minimum

moment capacity of 750 in-lb.

Positioning Repeatability: +/- 0.005 inches, at full-rated load at the center of the endeffector mounting plate. The positioning repeatability requirement shall be met under

all load conditions not exceeding full-rated load and at all points within the specified

working volume. The system warmup time necessary to meet this specification shall be

provided. If repeatability is subject to change due to load, velocity, oil and/or ambient

temperatures or other factors, then data relating repeatability changes to these factors

shall be provided.

Speed: A maximum translational speed, at full-rated load, of at least 16 inches per

second measured at the center of the end-effector mounting plate.

Motion Specifications: Note: In defining the motions required of this robot system,

reference will be made to a coordinate system attached to the tool or end effector.

Specifically, imagine a simple screwdriver attached to, and orthogonal to, the end

effector mounting plate as shown in Figure 1. The tip of the screwdriver blade, 10

inches from the mounting plate, is defined as the tool point and is the origin of the tool

coordinate system.

The tool coordinate system consists of at least two mutually perpendicular rotation axes. The tool roll axis is the axis about which the screwdriver would rotate when advancing

or retracting a screw. The tool pitch axis lies in the plane perpendicular to the roll axis

which passes through the tool point. The functions of the robot manipulator are 1) to

position the tool point within a defined working volume, and 2) to orient the tool

coordinate system.

a) Tool Point Positioning: The regions of space which must be accessible to the

tool point are defined in Figure 2.

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Procurement Specifications

Region A is a rectangular prismatic volume of base 48 inches x 42 inches and a height

of 36 inches. The base is 33 inches above, and parallel to, the floor. The robot must

be able to position the tool point at any point within this volume as an option.

Region B is a 4 foot x 10 foot x 3 foot volume 33 inches above the floor that the robot

must be able to access. Floor space occupied by the robot and its mounting structure,

the robot controller, and any auxiliary equipment associated with the robot system may

not be included in the regions A, B, and C.

Region C is a 4 foot x 10 foot x 3 foot volume 33 inches above the floor that the robot

must be able to access as an option.

b) Tool Orientation: With the tool point held fixed at some point within the

working volume defined in (a), the robot must be capable, via some ^combination of

joint movements, of providing pure roll and either pitch or yaw motions of the tool

coordinate system. The required ranges of these motions are as follows:

1) Tool Roll: The robot must be capable of continuous, bi-directional rotation of

at least +/- 160 degrees of the tool coordinate system about the tool roll axis.

2) Tool Pitch: With the tool point and the tool roll axis held fixed, if the robot is moved so as to cause the tool coordinate system to rotate about the tool pitch axis,

then the point where the tool roll axis intersects the end effector mounting plate

will move along an arc of a circle of 10 inch radius lying in the plane containing the

tool roll axis and the tool yaw axis. The angle subtended by this circular arc at the

tool point measures the range of tool pitch motion. The robot must be capable of

providing a range of pitch motion of at least +/- 105 degrees.

3) Tool Yaw: With the tool point and the tool roll axis held fixed, if the robot is

moved so as to cause the tool coordinate system to rotate about the tool yaw axis,

then the point where the tool roll axis intersects the end-effector mounting plate

will move along an arc of a circle of 10 inch radius lying in the plane containing the

tool roll axis and the tool pitch axis. The angle subtended by this circular arc at

the tool point measures the range of tool yaw motion. The robot must be capable

of giving a range of yaw motion of at least +/- 105 degrees if provided.

It is to be stressed that the robot must be able to provide the full range of tool

coordinate system orientations with the tool point fixed at any point within the prismatic

volume of Region B, and Region A and C as option (see Figure 2).

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Procurement Specifications

The width of the robot wrist along the pitch axis shall not be wider than 18 inches.

2.2.2. Control System Requirements

The vender shall furnish system level source code for the robot controller and an editor

to modify the control software.

The control system shall provide for simultaneous control of all supplied electric servodriven axes.

Motions shall be programmable relative to a point on the tool roll axis (see Figure 1)

whose position is a selectable distance from the end-effector mounting plate.

The control system shall store programmed position and command sequence data,

accept interfaced input and programmed data, and output command and control data to

the servo systems of the robot and interlocked equipment.

The control system must have the capability for interfacing to an external device for

real-time control of robot actions. This, for instance, could consist of a means to input

joint coordinates to obtain the desired motions via an RS-232 link. Changes in the

target point values (coordinate data) shall be possible during program execution via this

communication link.

In particular, the control system shall provide the following interfacing capabilities:

a) Position and/or velocity information sent to the robot may be updated through a

communication interface at least 30 times per second, so that the trajectory of the

robot may be altered in real time. The robot shall begin execution of a point

within 30 milliseconds of receiving updated command information. It shall not be

required that the robot come to a stop or reach the last commanded position.

b) Through a communication interface, the robot shall return the current position

of each axis and/or joint at a rate of at least 30 times per second. The resolution

of this position information must allow resolving a change in position of the tool

point of 0.001 inch, regardless of where the robot may be positioned within its

working volume. The robot must return sufficient information to define the

complete geometric configuration of the robot system. It is not sufficient to return

only the position of the tool point and the orientation of the tool coordinate system.

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Procurement Specifications

c) Execution of command data as specified in (a) and the return of position

information as specified in (b) shall be accomplished simultaneously and

independently. It will not be required that command execution be completed

before returning position data, or vice versa.

d) Through a communication interface, the robot shall return one bit of status

information to signal that it has reached its commanded position within normal

servo error.

e) If the robot control system employs proportional-integral-differential (PID) servo

loops, it is desirable to be able to adjust, via an interface, the gain coefficients of

the integral and differential terms and, in particular, to be able to reduce them to

zero.

Memory capacity resident in the control system shall be a minimum of 128 Kbytes, with

256 Kbytes desirable. The control system shall be capable of storing a minimum of

5000 programmed endpoints.

A minimum of 72 binary inputs and 48 binary outputs shall be provided, with wiring

cabled to an industrial enclosure with terminals.

A user-programmable time-delay capability is desirable.

The control system shall be capable of testing inputs at programmed points and

branching to different parts of its program as a result of the input state.

In addition to teach-pendant programming, the control system shall provide a high-level

off-line programming language. Such high-level constructs as IF-THEN-ELSE, GOTO

subroutines, subprograms, and pass-parameters are highly desirable. The vendor shall

explicitly define the capabilities of this language, together with editing, error diagnostics,

and tutorial capabilities. Instructions for the use of this language shall be provided.

The control system shall be capable of storing and executing programs down-loaded

from an external computer or mass storage device. Program resident in control system

memory shall be capable of being off-loaded onto an external mass storage device.

These program transfers shall be accomplished via an RS-232 interface at a

communication rate up to 9600 baud.

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Procurement Specifications

Program memory shall be protected from loss due to failure of AC power by a battery

back up power supply. This battery back up shall provide a minimum of 72 hours of

memory protection.

The control system display shall be a CRT or similar device and have the capability of

displaying the coordinates of all axes and/or joints simultaneously while in the teach

mode.

It is highly desirable that the control system contain high-level diagnostic capabilities with

respect to the robot mechanical system and the control system electrical systems and

software.

A demonstration program shall be furnished. This program should, as a minimum,

manipulate each motion through its entire range and generally demonstrate the flexibility

available. The program shall also, by means of the diagnostic/tutorial display system, if

provided, or by a printed manual, indicate each programmed instruction used when the

program is stepped, instruction by instruction, in manual mode.

2.3. Applicable Specifications, Codes, and Standards

The following specifications, codes, and standards shall be required where applicable to

the robot and controller system. Detailed requirements listed in this specification shall

override any contradictory portions of the following specifications, codes, and standards:

National Electrical Code, NFPA 70-1978.

Joint Industrial Conference Hydraulic Standard for Industrial Equipment and

General Purpose Machine Tools H-l-1973.

Joint Industrial Conference Pneumatic Standard for Industrial Equipment 1957.

Occupational Safety and Health Standards, Title 29, Chapter XVII, Part 1910.

American Society of Mechanical Engineers (ASME) Boiler and Pressure Vessel

Code, Section VIII.

2.4. General Features

2.4.1. Construction

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Procurement Specifications

The design and manufacture of the specified equipment shall comply with high

standards, material and workmanship associated with heavy duty, precision, industrial

machinery. All components shall be constructed for long life under continuous service.

The robot system, including the controller, is expected to perform as specified under a

reasonable range of relative humidities and ambient temperatures. The manufacturer

shall specify the appropriate limits.

a) The machine shall be so constructed that when installed and connected to

power, it will be ready for operation upon filling with operating fluids. The

machine shall be constructed of parts which are without defects and free of repair.

The structure shall be capable of withstanding all forces encountered during

operation of the machine to its maximum rating and capacity without permanent

distortion.

b) All castings and forgings shall be free of defects, scale and mismatching. No

process such as welding, peening, plugging, or filling with solder or paste shall be

used for reclaiming any defective part.

c) All surfaces of castings, forgings, molded parts, stampings and welded parts shall

be cleaned and free from sand, dirt, fins, sprues, flash, scale, flux, and other harmful

or extraneous materials. All edges shall be rounded or beveled unless sharpness is required to perform a necessary function. Except as otherwise specified herein, the

condition and finish of all surfaces shall be in accordance with the manufacturer’s

standard commercial practice.

d) All words on instruction plates shall be in the English language, engraved,

etched, embossed or stamped in boldface characters on a contrasting background.

e) The overall design of the machine shall place emphasis on the accessibility,

maintainability and reliability of components. Replacement and/or adjustment of

components shall be possible without major machine disassembly.

f) All primary operator controls (buttons, switches, levers, gauges, meters,

regulating devices, etc.) shall be functionally grouped and permanently identified.

g) Protective covers shall be provided to eliminate the entry of foreign matter into

the moving parts of the machine.

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Procurement Specifications

h) Adjustable leveling devices and anchor bolts shall either be supplied with the

machine or the requirements for them shall be specified as part of the bid proposal.

i) The equipment shall be delivered complete and ready to operate after being

installed and connected to shop utilities. The manufacturer shall state estimated or

design figures for required utilities.

2.4.2. Electrical Equipment

a) Electrical equipment and its installation shall comply with the intent of the

NFPA standards.

b) The machine and all its sub-systems shall operate from one basic terminal

utilizing 460V plus or minus ten percent, 60 Hz, 3 phase or 115 V, single phase, 60

hertz power. The main power disconnecting device (fuse disconnect or breaker)

NEMA 12 enclosure, shall be supplied and mounted by the Manufacturer. All

other power supplies shall be derived from this basic power source. Disconnecting

device shall be lockable in OFF position.

c) An identified terminal shall be provided, suitable for connection of a grounding

conductor. The electrical system shall meet or exceed the electromagnetic

interference characteristics of MIG welding power supply equipment.

d) Control circuits shall be 115V AC or lower. Control circuits of 24V DC are

preferred.

e) All interconnecting wires and cables between stationary terminal points of the

machine systems and the machine control cabinets shall be enclosed in oiltight sheet

metal, with hinged or detachable covers, wire troughs, or conduit. All wire

terminations shall be identified as shown on wiring diagrams. All interconnecting

wiring, conduits, gutters, etc., shall be furnished by the manufacturer.

f) All control and power cables connecting stationary and moving members of the

machine shall be protected from damage by abrasion and shall be supported by

power track or otherwise include strain relief devices to prevent conduits from

pulling out of their fittings.

2.4.3. Lubrication

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Procurement Specifications

a) All sliding and rotating parts, except sealed-for-life type bearings, shall be

provided with means for lubrication.

b) The points of adjustment shall have provisions for periodic lubrication as required.

c) All filter and/or lubrication points shall be properly identified with type of

lubricant and lubricating instructions.

d) All systems shall be capable of operating a minimum of 40 hours without

replenishment of the lubricant supply.

2.4.4. Noise

Noise generated by machines shall not exceed a level of 85 DBa at the operator’s

station. When feasible, noise levels shall not exceed 80 DBa. Manufacturer will state

the guaranteed maximum noise level.

Particularly noisy components shall be suitably soundproofed. An enclosure may be

used for this purpose.

2.4.5. Interchangeability

All replaceable parts shall be manufactured to definite standards or tolerance, clearance

and finish in order that any such part may be field-installed without further machining.

All parts shall be permanently marked with the original manufacturer’s part number,

where practical.

2.4.6. Color

a) All exterior surfaces of the machine and control cabinets, except wear surfaces,

shall be painted. The manufacturer will quote standard colors available.

b) All interior surfaces of the machine and control cabinets, except wear surfaces,

shall be painted an oil resistant light color per industry accepted standard.

c) The manufacturer is responsible for the selection of a paint composition

impervious to the lubrication used on the machine.

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Procurement Specifications

2.5. Safety

a) The manufacturer is requested to make recommendations for safe manual or

mechanical handling systems for moving parts into or out of the equipment and for

holding of parts where applicable.

b) Mechanisms, devices, machine structure, motors, gear-boxes, etc., which will be

handled during erection and removed occasionally for maintenance or replacement

shall be equipped with safe lifting attach points (i.e., lift lugs, lift rings).

c) Essential safety operating instructions shall identify safety and health hazards

associated with the equipment and the procedures and practices necessary for safe

operations. These instructions shall be permanently placarded on the equipment.

d) Weight in pounds of machine assembly or machine components in excess of

1000 pounds shall be marked in visible location for assembly maintenance handling.

e) Placards shall be provided to warn operator or maintenance personnel of injury

hazards, such as intermittent motion, stored energy systems, or restricted clearances.

f) Covers, guards, or other safety devices shall be provided for all parts of the

machine that present safety hazards. The safety devices shall prevent unintentional

contact with the guarded part, and shall be removable to facilitate inspection,

maintenance and repair of the parts. All machine parts, components, mechanisms,

and assemblies furnished on the machine, whether or not specifically required

herein, shall comply with all of the standards promulgated under OSHA that are

applicable to the machine itself.

g) If the robot is stopped at a command position and loses electrical power, the

tool point shall move no more than three inches, for any load not exceeding the

rated load.

h) The vendor will furnish the time (seconds), the amount of travel and overshoot

(degrees at the gripper) for the extended arm to stop from maximum swing speed

under emergency shutdown.

i) All electrical units shall include electrical and safety interlocks as required for

the protection of the system, machine, and the operator.

34
Procurement Specifications

2.6. Final Inspection

a) The manufacturer shall inspect and test the machine at his facility to ensure

that the equipment conforms to the specification. At the option of the buyer, a

representative of the buyer may be in attendance during the final tests.

b) The manufacturer shall supply the detailed testing procedure by which he

intends to test the finished machine.

c) Certified inspection sheets, signed by an official of the manufacturer, listing all

inspection and test results shall be forwarded to the buyer prior to authorization for

shipment of the machine.

2.7. Documentation and Support

2.7.1. Manuals

The manufacturer shall furnish five copies each of the following manuals or equivalent

documentation prior to machine installation.

a) Operator’s Manual - shall provide a complete description of the function,

operating range and capacity of the machine, including drawings, diagrams, etc., of

the location and operation of all indicating, operating, and control devices and

instructions on use of all control devices. This manual shall keynote safety hazards

and cautions.

b) Programming Manual - shall provide a complete description of how to program

the system. It shall fully cover the teach method including appropriate examples.

The off-line programming system shall also be fully described. The use of an

external program storage device shall be described. Full explanation of any

diagnostics shall be provided.

c) Maintenance Manual - shall be complete to the extent of providing detailed

instructions to service every component and assembly of the equipment and shall

include:

The exploded view or cross-sectional type drawings showing all mechanical components

in their relative positions and identified by part number referenced to the applicable

section of the parts book.

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Procurement Specifications

The recommended preventive maintenance schedule, including frequency, normal time to

accomplish, detailed step-by-step procedure, parametric data to establish component

replacement control, and lubrication schedule.

A chart or separate section shall provide troubleshooting aids for both the control

system and the robot.

2.7.2. Additional Documentation

In addition to the manuals described above, the manufacturer shall provide complete

specification of the control system communication interfaces, including control

information, data representation, logic levels, communication protocols, and hardware

and electrical connection requirements.

If the control system communication interfaces are not standard options on the robot

system, then they, and the documentation supporting them, should be provided by the

manufacturer through a non-disclosure agreement, in order to protect any proprietary

aspects of the control system.

2.7.3. Parts and Service

A listing of all components by part number, description and manufacturer shall be

furnished.

A complete recommended spare parts package and list which includes modular

components of the control system as well as robot parts subject to failure shall be

provided.

The location of the nearest source of parts and service support shall be furnished.

2.7.4. Installation and Drawings

Manufacturer’s drawings showing layout, design, and specification of foundation

(including anchor bolt dimensions with concentric leveling devices) and the location and

size of all required utilities shall be provided.

The following shall be supplied at least 30 days prior to shipment of the machine:

a) The installation and handling instructions, including net and shipping weights.

36
Procurement Specifications

b) Three copies of electrical and electronic schematics, pneumatic schematics.

c) An outline sketch showing outside dimensions, support bearing area, general

arrangement and weight of the proposed equipment.

d) A dimensional sketch of the work volume available to the center of the gripper

mounting plate.

The manufacturer shall provide the services of a trained field engineer for supervision of

erection and alignment.

2.7.5. Training

One week of training in programming shall be provided for two persons at the

Manufacturer’s facility.

One week of training in maintenance shall be provided for two persons.

Documentation and support require the manufacturer to supply manuals of at least

three types. These are an operator’s manual, a programming manual, and a

maintenance manual.

2.8. Performance Testing

Final acceptance shall be contingent upon the robot system meeting the specifications

and requirements set forth in this document, after final installation.

Load Capacity Test: a steel weldment in the form of a cube, weighing 150 pounds, will

be bolted to the end-effector mounting plate. The robot will be expected to manipulate

this load within the specified work volume.

Positioning Repeatability Test: The weldment used in the load capacity test will be

fitted with gage blocks on each of the three orthogonal faces near one corner, in order

to provide reliable gaging surfaces. The robot will repeatedly move this weldment to a

gaging station consisting of three mutually perpendicular dial indicators, each of which

will contact one of the gage blocks. The positioning repeatability will be measured with

at least two directions of approach to the gaging station, and with at least two

orientations of the tool coordinate system.

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Procurement Specifications

The repeatability test will be performed with the gaging station at three different points

selected by the buyer. These points will be located within Region B (see Figure 2).

None of these points will be located within six inches of any limit of travel of the robot

manipulator.

Pitch and/or Yaw Tests: A steel shaft, 10 inches long and 1/4 inch in diameter will be

attached to the center of the end-effector mounting plate, with one end of the shaft at

the tool point. With the tool point fixed, the robot will be programmed to provide pure

pitch and yaw motions of the tool coordinate system. The ranges of these pitch and

yaw motions will be measured with a transparent protractor and mirror, arranged so as

to eliminate parallax errors.

Region B Tests: Using a diagram supplied by the manufacturer, posts will be placed

within Region B in order to delineate the 40 square feet of floor space, at heights

between 33 inches and 69 inches above the floor, accessible to the robot tool point.

Within this accessible volume, three posts will be placed at positions selected by the

buyer , and it will be verified that the robot can position the tool point at all of them.

Control System Tests: The robot control system will be exercised in order to implement

mechanical testing of the robot system. In the process of these exercises, the buyer will

verify conformance of the control system with the specifications set forth in this

document.

Power Failure Tests: With a test program loaded into the control system memory and

the one foot cubic weldment attached to the end effector mounting plate, the following

tests will be performed.

a) With the robot stopped at a commanded position, AC power will be removed

from the robot system. Any subsequent motion of the tool point will be measured.

b) With the robot in process of executing a programmed move, AC power will be

removed from the robot system. Any subsequent motion of the tool point will be

noted, and to the extent possible, measured.

c) After a period of not less than 24 hours, following power loss, AC power will be

restored to the robot system. It will be verified that the test program is still

resident in the control system memory.

2.9. Evaluation Criteria

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Procurement Specifications

Evaluation criteria concerns the weight given to specific components when evaluating

proposals. An example of both criteria and possible weight assigned is as follows:

a) Mechanical specifications: 35%

b) Control system specifications : 35%

c) General requirements (documentation, training, etc.): 15%

d) Price and delivery: 15%

Past performance, as it pertains to prior relevant contracts, should be considered in the

evaluation of each criterion.

39
Procurement Specifications

III. SUMMARY

The aforementioned recommended technical specifications for the procurement of

commercially available systems are intended to be used as a general guide only. The

specifications need to be modified so as to tailor them to the user’s specific needs.

40
END EFFECTOR

The Tool Coordinate System

Figure 1.

41
Robot must be able to access volumes A, B, and C.

A - 4.0 ft. x 3.5 ft. x 3.0 ft. prismatic volume with

base located 33 inches above the floor.

B and C - 10.0 ft. x 4.0 ft. x 3.9 ft. prismatic

volume with beside located 33 inches

above the floor.

Space Accessible by Robot

Figure 2.

42
KXM NBS-I 14A REV 11441

U.S. DEPT. OF COMM.

BIBLIOGRAPHIC DATA

SHEET (See instructions)

l. PU BL1LA FIUN UK

REPORT NO.

NISTIR 88-3811

l. Pertorming Urgan. Report No. 3. Publ ication Date

JUNE 1989

4.

TITLE AND SUBTITLE

Recommended Technical Specifications for Procurement of a Turning Workstation

5.

AUTHOR(S)

Kang B. Lee

6.

PERFORMING ORGANIZATION (If joint or other than NBS, see in struction s)

NATIONAL BUREAU Of STANDARDS

U.S. DEPARTMB4T Of COMMBtCE

GAITHERSBURG, MD 20B99

7. Contract/Grant No.

8. Type of Report & Period Covered

9. SPONSORING ORGANIZATION NAME AND COMPLETE ADDRESS (Street. City. State, ZIP)

U. S. Navy Manufacturing Technology Program

10.

SUPPLEMENTARY NOTES

T Document describes a computer program; SF-185, FIPS Software Summary, is attached.

11.

ABSTRACT (A 200-word or less factual summary of most significant in formation. If document includes a si gmficant

bi bliography or literature survey, mention it here)

This manual serves as a technical guide to the specifications required to procure

commercially available, major components such as a turning center and a robot

system for an automated turning workstation.

12.

KEY WORDS (S/x to twelve entries; alphabetical order; capitalize only proper names; and separate key words by semicolons;

Turning center specification, robot specification, performance test, procurement.

13. AVAILABILITY

[ y ) Uni imited

| | For Official Distribution. Do Not Release to NTIS

| | Order From Superintendent of Documents, U.S. Government Printing Office, Washington,

20402.

y~ Order From National Technical Information Service (NTIS), Springfield, VA 22161

14. NO. OF

PRINTED PAGES

DC

48

15. Price

$12.95

USCOMM-OC 85-6006
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