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Tool Presetting and Offline Measurement for Deep Drilling

A tool presetter does not measure the tool that enters the cut. It measures the tool as it sits in the presetter's spindle. The difference between these two measurements — the effective diameter shift caused by holder runout, clamping force variation, and spindle condition — is the difference between a bore that passes inspection and one that is scrapped. In deep hole drilling, where the tolerance on bore diameter may be H7 (0.025 mm for a 20 mm bore) and the tool itself costs hundreds of dollars, that difference matters.

Why Offline Presetting Matters for Deep Hole Drilling

Deep hole drilling tools — gun drills and BTA drill heads — differ from conventional cutting tools in ways that make offline presetting particularly valuable:

FactorConventional ToolDeep Hole Drilling Tool
Tool cost$20–$200$200–$2,000+
Setup time for measurement5–10 minutes on-machine15–30 minutes on-machine
Diameter tolerance±0.05 mm typical±0.01 mm typical
Runout sensitivityModerateCritical — amplified by long shaft
Number of critical dimensions2–3 (diameter, length)5–8 (tip Ø, shank Ø, length, guide pad height, cutting edge radius, coolant hole position)

Moving tool measurement from the machine to an offline presetter reduces machine downtime, enables more thorough measurement, and provides documented tool data for quality traceability.

Optical Presetter Technology

How Optical Presetters Work

Modern optical presetters use a camera system with telecentric optics to capture a shadow image of the tool, which is analysed by software to extract dimensional data:

ComponentFunctionTypical Specification
CameraCaptures tool image1.3–5 MP CMOS or CCD
LensTelecentric — no perspective errorBi-telecentric, 20–100× magnification
Light sourceBacklight for silhouetteLED, collimated
SpindleRotates tool for 360° measurementPrecision taper, 0.001 mm T.I.R.
Granite baseThermal stability and vibration dampingNatural granite, Class 00
Glass scalesPosition measurement0.001 mm (1 µm) resolution

Measurement Capabilities

ParameterPrincipleTypical Accuracy
DiameterEdge detection on shadow image±0.002 mm
LengthZ-axis scale measurement±0.005 mm
Runout360° rotation, maximum radial deviation±0.002 mm
AngleEdge angle detection±0.1°
RadiusCorner radius fit±0.005 mm
Step/profileMulti-point measurement along tool axis±0.003 mm

Key Presetter Specifications for Deep Hole Drilling Tools

SpecificationEntry-LevelProductionPrecision
Diameter range0–200 mm0–300 mm0–400 mm
Length range0–300 mm0–500 mm0–700 mm
Resolution0.005 mm0.001 mm0.0005 mm
Repeatability±0.005 mm±0.002 mm±0.001 mm
CameraStandard CMOS1.3 MP telecentric5 MP bi-telecentric
Spindle runout0.003 mm T.I.R.0.002 mm T.I.R.0.001 mm T.I.R.

For deep hole drilling tools, the spindle runout specification of the presetter is critical. The presetter's own spindle runout adds to the measured tool runout value. A presetter with 0.003 mm spindle runout cannot reliably measure a gun drill that requires 0.005 mm tip runout.

Measuring Gun Drills

Critical Gun Drill Dimensions

DimensionMeasurement MethodTypical Tolerance
Tip diameterOptical — edge detection at the cutting edges±0.005 mm
Shank diameterOptical — edge detection at the shank±0.010 mm
Overall lengthOptical — top of shank to tip±0.100 mm
Guide pad heightOptical — profile measurement of pad OD±0.005 mm
Cutting edge radiusOptical — edge radius fit±0.010 mm
Coolant hole positionOptical — centre detection of coolant hole±0.050 mm
Tip concentricity360° rotation, radial measurement at tip0.010 mm T.I.R.

Step-by-Step Gun Drill Measurement Procedure

StepActionData Recorded
1Clean the tool shank and presetter spindle taper
2Mount the gun drill in the presetter spindle
3Set the Z-axis reference at the tool tipLength zero
4Measure tip diameter at the cutting edgeD_tip
5Measure shank diameter at the locating diameterD_shank
6Measure overall lengthL_total
7Rotate tool 360°, measure tip runoutRunout_TIR
8Measure guide pad OD by profiling the pad surfaceD_pad
9Measure coolant hole position relative to centreX_cool, Y_cool
10Record all data and generate offset reportComplete tool data

Interpreting Gun Drill Runout Measurements

The runout measured on a presetter is the runout of the tip relative to the shank when the tool is rotated in the presetter spindle. This is a reference value — the actual runout in the machine will differ because of:

FactorEffect on RunoutTypical Magnitude
Presetter spindle runoutAdds to measured value0.001–0.003 mm
Machine spindle runoutAdds or subtracts (vector sum)0.005–0.015 mm
Holder runoutAdds to total0.005–0.020 mm
Clamping force variationChanges effective runout0.002–0.010 mm
Coolant pressure (seal compression)Can shift the tool axially0.001–0.005 mm

Tip: The presetter runout value is most useful as a relative measurement — comparing a tool to its previous measurement to detect wear or damage. For absolute runout control, verify the tool in the machine after clamping, using a dial indicator at the tool tip. The presetter value and the in-machine value typically differ by 0.010–0.030 mm, and the in-machine value is the one that matters for the bore.

Measuring BTA Drill Heads

BTA drill heads have different critical dimensions from gun drills due to their multi-component construction:

DimensionMeasurement MethodTypical Tolerance
Head diameter (cutter setting)Micrometer over the cutting edges±0.010 mm
Guide pad ODMicrometer over the guide pads±0.005 mm
Head concentricityDial indicator on the head body in V-blocks0.015 mm T.I.R.
Insert seatingFeeler gauge under insert0.02 mm max gap
Chip mouth openingOptical measurement±0.100 mm
Thread concentricityDial indicator on thread relative to head body0.020 mm T.I.R.

BTA Head Diameter Adjustment

BTA drill heads with adjustable inserts require diameter setting before each use:

StepActionTool Used
1Clean the head body and insert seatsSolvent and lint-free cloth
2Loosen the insert clamping screwsTorque wrench
3Adjust the insert to the nominal diameterAdjust ball and screw (ISCAR system)
4Measure the diameter over the cutting edgesMicrometer (0.001 mm resolution)
5Tighten the clamping screws to specified torqueTorque wrench
6Re-measure the diameterMicrometer — verify within ±0.005 mm
7Measure guide pad heights relative to head bodyDial indicator

Data Management and Tool Offsets

From Presetter to CNC

The value of offline presetting is realised when measured tool data is transferred to the CNC machine automatically:

Transfer MethodDescriptionSuitability
Manual entryOperator reads presetter display and types offsets into CNCLow — error-prone
Barcode/RFIDPresetter prints barcode or writes RFID tag; machine reads when tool is loadedMedium — reduces errors
DNC transferPresetter sends offset file to CNC via networkHigh — automatic
Tool management systemPresetter data uploaded to central database; CNC downloads offsetsBest — traceable

Tool Life Tracking

Data PointSourcePurpose
Measurement timestampPresetterTrack tool usage interval
Measured diameterPresetterMonitor wear rate between regrinds
Regrind countTool databaseTrack tool life
Runout trendPresetter (each setup)Detect holder damage or tool bending
Machine spindle loadMachine CNCDetect cutting edge degradation

Dimensional Tolerancing for Deep Hole Drilling Tools

ApplicationTool Diameter ToleranceBore Tolerance (H7)Required Presetter Accuracy
General gun drilling±0.010 mmH7 (0.025 mm for 20 mm)±0.005 mm
Precision gun drilling±0.005 mmH6 (0.013 mm for 20 mm)±0.002 mm
BTA roughing±0.020 mmH9±0.010 mm
BTA finishing±0.010 mmH7±0.005 mm

Runout Measurement Methods Comparison

MethodAccuracyCostBest For
Presetter spindle (optical)±0.002 mm$$$$Production measurement, documented data
Zero spindle (mechanical)±0.003 mm$$$Verification of presetter readings
V-blocks with dial indicator±0.005 mm$Quick check, field verification
In-machine indicator±0.005 mm$Final verification before cutting
Magnetic V-block±0.010 mm$Rough check only

Presetter Selection for Deep Hole Drilling

RequirementWhy It Matters for Deep Hole DrillingMinimum Specification
Spindle accuracyGun drills require tip runout measurement to 0.005 mm0.002 mm T.I.R. spindle runout
Length capacityBTA drill heads and extended gun drills can exceed 500 mm500+ mm Z-axis travel
Diameter capacityBTA heads up to 200 mm diameter200+ mm X-axis travel
Optical resolutionGuide pad height and cutting edge radius require fine measurement1 MP+ telecentric camera
Data exportTool offset data must be transferred to CNCDNC or network export

Economic Case for Offline Presetting

FactorOn-Machine MeasurementOffline Presetting
Time per tool measurement15–30 minutes2–5 minutes
Machine running during measurement?No — machine is idleYes — machine continues producing
Cost per hour (machine + operator)$100–$200/hr$0 (no machine downtime)
Cost per measurement$25–$100$0 (operator time only, machine running)
Tools measured per day (3 shifts)5–1030–60+
Annual savings (20 tools/day, $150/hr)$75,000–$150,000

A typical deep hole drilling operation measuring 20 tools per day saves between $75,000 and $150,000 annually in machine downtime alone by moving tool measurement to an offline presetter. The presetter investment is typically recovered in 6–12 months for production environments.

Troubleshooting Tool Measurement Problems

ProblemLikely CauseCorrective Action
Measured diameter differs from in-machine diameterHolder runout adds effective diameterMeasure tool in-machine, create offset correction table
Runout reading changes between measurements on the same toolDirty spindle taper or holder interfaceClean taper and re-measure
Presetter reading drifts over the course of a shiftThermal expansion of presetter or toolAllow presetter to warm up for 30 minutes before use
Optical edge detection inconsistentCoolant residue or oil on tool surfaceClean tool before measurement
Tool length measurement inconsistentTool tip not located at the same axial positionUse consistent reference point — the cutting edge corner
BTA head diameter changes after tighteningInsert not seated correctlyClean insert seat, check for chips under insert

FAQ

What is a tool presetter and why is it used for deep hole drilling?

A tool presetter is an offline measurement system that measures a cutting tool's dimensions — diameter, length, runout, and geometry — outside the CNC machine. For deep hole drilling, where tools are expensive and tolerances are tight, presetting reduces machine downtime and enables more thorough measurement than is practical on the machine.

What dimensions are critical for gun drill measurement?

The critical dimensions for a gun drill are: tip diameter (determines hole size), shank diameter (determines holder fit), overall length (determines drilling depth), guide pad height (determines bore support), cutting edge radius (determines surface finish), and tip runout (determines bore straightness).

How is runout measured on a gun drill?

Runout is measured by mounting the gun drill in a precision spindle (on a presetter or in a zero spindle), rotating it 360°, and measuring the maximum radial deviation at the tip using an optical camera or dial indicator. The measured value includes the spindle's own runout, so the spindle must be more accurate than the required runout tolerance.

What is the difference between presetter runout and in-machine runout?

Presetter runout measures the tool relative to the presetter's spindle. In-machine runout includes additional error from the machine spindle, toolholder, and clamping force. The in-machine runout is typically 0.010–0.030 mm larger than the presetter reading. Both values should be verified for precision deep hole drilling.

Can a tool presetter measure BTA drill heads?

Yes, but the measurement approach differs from gun drills. BTA drill head diameter is typically measured with a micrometer over the cutting edges after manual adjustment. The presetter can measure head concentricity, guide pad height relative to the head body, and thread concentricity. The overall head diameter is usually verified with a micrometer.

How is presetter data transferred to the CNC machine?

Common transfer methods include manual entry (error-prone), barcode or RFID (medium reliability), and direct DNC network transfer (most reliable). Tool management systems that integrate with the presetter and CNC provide full traceability of tool data.

What accuracy is required for a deep hole drilling presetter?

For general deep hole drilling, a presetter with ±0.005 mm accuracy and 0.002 mm spindle runout is sufficient. For precision applications (H6 bores), ±0.002 mm accuracy and 0.001 mm spindle runout are required. The presetter must be at least 2× more accurate than the tool tolerance being measured.

How often should a tool presetter be calibrated?

Presetters should be calibrated every 12 months for general use, or every 6 months for precision deep hole drilling applications. Calibration should verify the glass scales, spindle runout, and optical edge detection accuracy. A daily verification using a calibration master (a known-diameter pin) is recommended.

What is the economic benefit of offline tool presetting?

The primary benefit is reduced machine downtime. Measuring a deep hole drilling tool on the machine takes 15–30 minutes while the machine is idle. Offline presetting takes 2–5 minutes while the machine continues producing. For an operation measuring 20 tools per day, the annual savings in machine downtime alone is $75,000–$150,000.

What is the difference between static diameter and effective diameter?

Static diameter is the tool diameter measured on a presetter with the tool stationary. Effective diameter is the actual diameter that the tool cuts in the machine, which includes the effect of runout, holder condition, and clamping force. A tool with 0.010 mm static runout and 0.005 mm diameter may cut a bore that is 0.015 mm oversize because the rotating tool sweeps a larger circle than its static diameter.

Conclusion

Tool presetting and offline measurement for deep hole drilling is not a luxury — it is a quality assurance step that directly affects bore diameter control, runout management, and tool life. The three critical measurements are diameter (verified at the cutting edge, not the shank), runout (measured in the presetter and verified in the machine), and guide pad geometry (for BTA heads, pad height must be measured relative to the cutting edges). The economic case is strong: offline presetting converts 15–30 minutes of machine downtime per tool change into 2–5 minutes of productive measurement while the machine continues cutting. The recurring risk is the gap between the presetter reading and the in-machine reality — holder runout, spindle condition, and clamping force all shift the effective diameter. A correction table that maps presetter readings to in-machine measurements for each holder and spindle combination is essential for precision deep hole drilling.

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