Desktop CNC Lathe
THAT Makes STainless STeel Pens
Worked with a team of 7 to build a desktop lathe with CNC capabilities for pen makers and hobbyists
Manufactured parts with lathe, mill, and waterjet, conducted spindle shaft fatigue and bearing wear analysis
Summary
Mission
This project comes from the MIT 2.720 Elements of Mechanical Design class, where students work in teams of 6 or 7 to design and fabricate a working desktop lathe within 3 months.
For our team “Pen Palz”, we wanted to build a lathe that turns pens for hobbiests and small shops. On a high level, the lathe:
Shall have both manual and CNC modes.
Shall be able to make stainless steel pens.
Background
The lathe consists of 3 main sub-assemblies: the spindle, the X-slide, and the Z-slide.
As a team, we start from drawing the Free Body Diagram to making detailed analysis. For example, we analyzed the system stiffness and fatigure life, and we established a mathematical model of the entire machine using homogeneous transformation matrices, which informed us on the error budget.
Each person is a lead or co-lead on one aspect of this project: project management, FEA analysis, fabrication, measurement, modeling, and CAD.
My Role
As the fabrication lead, I was heavily involved in fabricating components using the mill, the lathe, and the waterjet. Despite having limited shop experience prior to this project, I took on the role to gain hands-on experience in precision machining, spending between 5 to 30 hours per week in the shop.
Every new material, process, and feature presented a valuable learning opportunity. For each component, my co-lead and I developed detailed drawings and process plans to ensure accuracy and efficiency from the start. Over the semester, I progressed from needing “hand-holding” to confidently completing fabrication tasks independently.
Making the Spindle
The spindle shaft is the most complicated part to fabricate. First, the tolerance of the spindle shaft is extremely small (as small as 0.0001’’). Second, we are using “single point threading” to create the threads by ourselves. The quality of the threads would highly impact our lathe performance, which is a painful lesson that we learned later into this project.
This is the final completed assembly, where the spindle is able to spin easily by hand. We verified that friction torque and the deflection allowed at the end of the spindle due to 100N force are lower than expected, and our spindle lifetime is calculated as higher than expected.
Making the X-Slide
After careful discussion, the X-slide assembly consolidates to the following design. First, the motor and the handwheel are placed on opposite sides so that the assembly is more balanced when the user is operating it. A flex coupling connects the motor shaft to the motor, and shall be disconnected during manual mode so that the motor shaft is not damaged.
Second, a tapered brass gib is fabrictated that sits between the dovetail ways (the sliding surfaces of the male and female dovetail) for the following reasons:
Over time, wear can cause a loose fit, leading to backlash or wobbling of the sliding components. The gib can be adjusted with set screws to eliminate this looseness, maintain accurate alignment, and compensate for wear. This helps extend the life of the machine parts and maintains the precision of their operation.
A properly adjusted gib allows for the right amount of friction — enough to keep the parts secure and aligned, but not so much that it hampers smooth movement.
Given the softness of brass, warpage is a common issue during fabrication. I learned that for a raw stock, facing off all surfaces before milling it down to size can release internal stresses and reduce warpage.
The finished X slide assembly works as follows. The no-load repeatability, backlash, and X direction deflection under load are measured to be lower than required.
Making the Z-Slide
The Z-Slide consists of the carriage, the rails, the rail flexure, the dancing queen flexure (4-dof flexure for leadscrew misalignment), and the structural tube (which attaches to the headstock and tailstock and prevents chips from coming onto the leadscrew). Both the dancing queen flexure and the rail flexure are there to remove any over-constraint due to the misalignment of the two z-slide rails and the carriage lead screw.
The rail flexure is shown on the rail of the hidden side in the image above. The dancing queen flexure is inside the structural tube, that connects the carriage to the Z-Slide leadscrew.
The dancing queen flexure
The rail flexure
Both flexures are extremely challenging to fabricate on the waterjet, because both consists of thin wall sections that could easily break if the waterjet is not tuned well. After waterjet, there are also milling work that needs to be done, including drilling and tapping small holes. It took us 5 attempts to fabricate a functional dancing queen flexure.
After fabrication, potting is applied to 4 places:
secure the rail bushings to the carriage skirts and rail flexure. With potting, we are able to reduce irregularties in our fabrication and make sure the X-slide sits level on the rail.
secure the drive nut to inside the dancing queen flexure. With potting, we make sure that components must not move relative to each other, except along the desired degrees of freedom.
Potting is challenging in that we need to apply enough to securely fix two components, but not too much that it would flow onto the rails.
Inspired by the mandrel, which is a long piece that is held by the chuck and the tailstock that holds wooden pieces, we decided to incorporate a steady rest that would hold a metal piece of up to 10 inches. In this way, we could fabricate a pen (which is about 6 inches) in one go, and the steady rest could reduce deflection at the end of the workpiece.
Our initial plan was to purchase an off-the-shelf steady rest, which turned out to be too big and heavy for our lathe. Then, we decided to make our own.
The Working Lathe
Here’s the video of the lathe cutting stainless steel.
After multiple testing on stainless steel stocks, I recycled one of those and made it into a pen that I’m using every day now!!
Reflection: Things That Went Wrong the First Time
A lot ;))
Threads, threads, threads!! After my co-lead and I spent 12 hours in the shop to make the first spindle shaft, we realized that one side of the threads look ugly. This side is used to screw on the chuck, so tight assembly is necessary. We initially thought we could live with it, but after multiple assembly and disassembly, the chuck internal threads ate away the shaft threads, making our chuck misaligned. As a result, we had to squeeze out 12 hours before the final demo trying to make another one.
Good threads :)
Bad threads :(
Single point threading is an art by itself (2x speed)
Here’s another example of bad threads. This is an internal thread of the nut that is potted by epoxy to our dancing queen flexure, which then connects to the entire X-slide platform. The nut goes onto the Z-axis leadscrew. Ideally, when the leadscrew turns, the nut and the dancing queen will move forward and backward along the leadscrew axis. In the following video, the internal threads are too shallow. It worked for the first 1-2 times when we ran the machine, but after multiple testing, the threads were destroyed under weight and I can even slide it back and forth! The most dreadful part is that in order to remake the nut internal threads, we need to also remake the dancing queen, which took countless hours of waterjet and milling time.
The impact of bad threads are not obvious at first but detrimental after repeated testings. We learned that it is essential to practice thread making and making sure we are using the right tool!
Sufficient potting is critical :))) First of all each potting requires 6-12 hours of cure time, so re-doing the potting put a lot of stress on our schedule. Secondly, we tried potting the drive nut to the dancing queen twice, but we were too conservative each time.
First attempt of potting. After curing there is so much gap between the drive nut and the dancing queen flexure.
Second attempt of potting. After curing there is less gap, and the machine functions well until our final drop test. Dropping our lathe from table height actually seperated the dancing queen from the potting! Due to insufficient potting, the drop test disabled our Z-slide.
Waterjetting flexures :))) Because flexures flex, we learned to add additional support to the design, so that we can perform the waterjet and milling operations before cutting away the support. We also learned to consider so many details such as waterjet path, garnet level, and tab design. See below for 5 attempts to making the functional dancing queen.
The Finale: Lathe Death Test Videos
At the end of our project there are two death tests: the drop test and the hammer test.
As mentioned before in the potting section, the drop test disabled our Z-slide motion and we could hear clear “clanking” sounds when trying to turn the Z handwheel.
After the hammer hit our spindle assembly three times, they still turn well, indicating enough strength in the Z direction.
Huge thanks to my teammates: M. Patrick Serbent, Yasin Hamed, Olivia McGrath, Michael Lu, Carolina Warneryd, and Ruben Castro Ornelas. Huge thanks to Professor Marty Culpepper, Wade Warman, Laura Rosado and Alejandro Martinez for their help throughout this course.