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The Costs and Benefits of Horizontal Machining


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Staff member
May 14, 2009
The shift from vertical to horizontal machining was even more expensive than this shop anticipated. It was also more valuable. Most of the shop’s machining centers are HMCs now—here’s why.

Article From: Article From: 6/18/2014 Modern Machine Shop, Peter Zelinski, Senior Editor


Back when Advance CNC Machining of Grove City, Ohio, relied on vertical machining centers, company president Jeremy Hamilton resisted the advice to invest in horizontals.

“I couldn’t see spending that much for a machining center,” he says. “For the price of one horizontal, I could have bought three more verticals.”

Kyle Dunaway, who is now the company’s VP of manufacturing, was the one advising him to consider HMCs. At a previous job, Mr. Dunaway had worked with HMCs every day. With Advance, he was working with VMCs every day. The difference was apparent to him.

Ultimately, though, it wasn’t what Mr. Dunaway said that made the case so much as what this employee was able to do—and what most prospective employees were not able to do. The VMC work at Advance often entailed numerous setups, with the part shifted from one vise to another to another, and rotated at each step to present a different face to the spindle. Every step was critical, and every setup had to be precise. Mr. Dunaway, a career machinist, could perform these setups accurately, as could other experienced machinists in the shop. But when Advance needed to expand into a second shift to meet customer demand, the company could not find enough additional hires who had this level of skill.

An HMC seemed like the solution to this problem. Because a horizontal holding a part on a column or tombstone can pivot the work with its B axis to reach various faces in one cycle, fewer setups are needed. Therefore, the shop could buy an HMC to get more capacity, and staff this machine with new employees who had less machining experience. Mr. Hamilton went to a builder he was confident in, Makino, and purchased one of the company’s least expensive HMCs. That was in 2010.

He never looked back. The shop has since purchased HMCs at the rate of about one per year. Today, it has five of these machines. All of the subsequent HMCs have been higher-price models with more features and capabilities than that first one.

Part of what Mr. Hamilton discovered, back when he finally began to use that first horizontal, was that he was wrong in his sense of how expensive an HMC would be. The HMC actually proved to be even more expensive than he had expected, because additional investments were necessary to use the machine effectively.

However, the HMC was also even more productive than he had expected. It was so productive that it more than made up even for the unexpected expense. In fact, starting with the second HMC, the shop began to take advantage of the machine’s speed and precision to implement high-speed machining techniques that leveraged the machine’s capabilities even further. The shop, therefore, went from a different type of machining center to a different type of machining.

Now, even though Advance has raised its hourly shop rate by 50 percent for work it runs on horizontals, it can run work so much faster on these machines that its quoted prices are routinely 25 percent lower than the best it could have achieved when verticals were the only option. The more expensive machine actually enables the shop to win jobs by bidding lower prices.

And Mr. Hamilton says lower price is only the beginning. When work is done on an HMC instead of a VMC, he says his customer benefits in various other ways as well.

Small Batches

Advance’s business is a 50-50 split between maintenance machining—that is, making custom components for plants that are repairing or altering their machinery—and machining production parts. On the production side in particular, Advance is now seeing work it never could have won if not for the HMCs.

One of the two machined parts in the sixth photo at left is an example. On VMCs, the part in the foreground that is machined out of cylindrical stock would have required too many setups for the shop to have quoted a competitive price. And even if the shop’s price had somehow been acceptable, its workflow would not have been. To make cost-effective use of all that setup time, the shop would have wanted to machine the entire 2,000-piece order in a single batch, even though few customers want so much inventory at once. Making the part instead in small, incremental batches—what the customer prefers—would be awkward on a vertical, but horizontal machining makes this the natural way to produce.

Indeed, the photo shows this part together with a machined part for a different customer because, on the day the photo was taken, the two parts were being produced in alternating batches on the same HMC. After one machining cycle ran three pieces of the cylindrical part, the machine would swap pallets to run two pieces of the rectangular part while the operator loaded the next set of cylindrical blanks. In this way, shipments for the two different customers were filled simultaneously by one machine through the course of a single shift.

This freedom to keep cutting during job setup or part loading, combined with the horizontal’s benefit of reducing setups by pivoting the part as well as the ability to keep various setups in place and ready to run by using different faces of a column fixture all add up to considerable machine ultilization.

“On a vertical, a highly skilled employee on a good day might be able to keep two machines cutting 75 percent of the time,” Mr. Hamilton says. “With the horizontals, an attentive employee on any day can keep two machines cutting better than 90 percent of the time.”

And then there is high-speed machining, which the shop has been able to cultivate into a particular area of expertise.

High Feed Rates

On the four Makino HMCs the company purchased after its first, one of the extras the shop opted for was the machine tool maker’s “Super Geometric Intelligence,” a CNC toolpath look-ahead algorithm that permits fast milling by maintaining tight precision at high feed rates. The shop has learned from experimentation how much it can do with faster cutting and how much additional freedom this option gives to its programmers. Often the most efficient way to machine a job is not with deep milling passes, says Mr. Dunaway, but with light milling passes in which the reduced depth of cut is more than overcome by what he previously would have imagined to be an extremely fast feed rate. This same choice can also extend tool life and reduce the variety of tools that have to be used.

The cylindrical part pictured illustrates this as well. Achieving the intricate detail of the part traditionally might have required various tool sizes for rough milling, combined with various other tools for finishing the details. But Advance found it could achieve a much shorter cycle time using a continuously arcing path that keeps one tool at consistent high feed rate and consistent material engagement throughout the milling of this part’s form. Advance used Mastercam’s “Dynamic Milling” feature to generate this tool path, which allows a single small end mill to machine all of the part’s detail except the drilled holes, eliminating the time that would otherwise be lost for tool changes.

Precision at high spindle speeds and feed rates also lets the shop take advantage of newer cutting tool options designed for this kind of machining. Advanced cutting tools were generally counterproductive on the verticals, which lacked the speed and rigidity to use them. Now, tool vendors come to Advance offering samples of new cutters for the shop to try on its HMCs. The ability to capitalize on some of these offerings makes a productive machine more productive still. In one recent case, local Iscar representative Jerry Ward suggested a new high-feed milling cutter that has enabled the shop to realize a significant decrease in cycle time in a deep pocketing operation.

The high-speed machining even makes the HMCs competitive with entirely different types of machines. One machined part resembling a Bundt cake pan was formerly machined entirely through turning, but the shop was burning through turning inserts to machine so much stock out of the round part. The shop switched to the horizontal machining centers instead, milling away the material at light depths and high feed rates. A single end mill now removes an amount of stock that had formerly consumed a dozen or more edges of turning inserts.

Elbow Room

A part Mr. Dunaway cites to illustrate how far the shop has come is one he calls the “elbow,” a component formerly requiring seven operations on three VMCs. The complex part has features at various angles, some of which have to locate accurately with reference to datums on three different faces. He knew the part personally because its setups were so finicky that it was difficult for him to trust anyone else to run it.

Now, plenty of employees run it. Two setups on an HMC accomplish all of the machining. Features referenced to three datums of the part always locate correctly, because those features are now machined in the same cycle as all of the relevant datums. Thanks to the efficiencies of consolidating machining into fewer cycles, plus the gains the shop has realized through high-speed machining, the total machining time for this part has been reduced from 14 hours to 6 hours, and that doesn’t even include saved setup time. On a more expensive machine, the shop has realized a less expensive process.

To be sure, the initial price of the machine was significant. And employing a more capable machine soon led the shop to other investments, such as more capable tooling and workholding, better coolant and better inspection, and even steps the shop had never taken before such as presetting. (See the short companion article below.) However, in the case of each of these investments, what the shop was doing was raising its game, and that eventually brought the shop up into a different league.

“We used to compete with numerous small job shops,” Mr. Hamilton says, but “we rarely have to do that now.” Instead, the shop now bids on work for which the smaller shops don’t have the capability.

Advance also no longer serves just its local market. With the help of a marketing manager and a quality website, the company has taken its more efficient capabilities and gone national. Today, prospects find the shop from far away. Advance has customers in 24 states and counting.

The investment continues. All of those previous expenses have paid dividends, and this bigger league is where Mr. Hamilton wants his company to keep playing. Thus, he says he is no longer so resistant about spending money where it is needed. For example, he intends soon to address a missing qualification that has shut his shop out of the chance to bid on some recent jobs. The next step, he says, will likely be ISO certification.

The Costs of Horizontal Machining

Advance CNC Machining president Jeremy Hamilton says the machine tool itself is just the beginning of the move into horizontal machining. To make full use of the higher-level machine, other parts of the process need to be raised to a higher level as well. Here is a partial list of the additional investments his shop made:

1. Inspection equipment. With the move to horizontals, “we went far past being able to get by with mikes and height gages,” he says. As part complexity and production rate increased, the shop had to elevate its capability to validate production. One example of a new inspection resource is a 6-foot portable CMM arm from Faro, which enables shop personnel to validate particularly complex components while the part is still on the machine.

2. Computers. The processing speed of the shop’s computers had never inhibited programmers before. Now, with the complex machining routines made possible by merging various faces into one setup, plus the technique of milling with many fast, light cuts, NC programs grew much longer and processing speed became a limitation. The shop bought new computer hardware.

3. Coolant. “We can’t use the cheap stuff anymore,” Mr. Hamilton says. High-pressure coolant delivery required a higher caliber of coolant.

4. Tool presetter. Tool offsets used to be measured at the machine tool. Setup time was long enough on the verticals that the additional time for tool measurement did not seem like a big loss. That changed with the HMCs. Measuring tools at these machines would waste valuable time. The shop bought a Parlec presetter and now measures tools offline while the machine is cutting.

5. Fixturing. Workholding for Advance used to mean just vises. On the HMCs, workholding often entails a column fixture mounted in the machine using the Ball Lock system from Jergens, a system that assures rapid clamping and precise setup location. This system pays for itself when customer demands suddenly change, because the Ball Lock tooling enables jobs to be rapidly swapped in and out of a machine.

6. Tool vending. The HMCs are too expensive to be brought to a stop for lack of a critical tool. To save itself from running out of a needed cutter, the shop bought a tool vending system with automatic reordering of stock items so it can maintain its tool inventory levels. (Mr. Dunaway says the vending system’s tool usage reports also give him good information about the jobs in which tooling is being consumed too quickly, suggesting the cuts where experimentation with a different tool might be in order.)

The Benefits of Horizontal Machining

Advance first invested in horizontal machining in order to simplify setups so that less experienced employees could oversee high-value work. But the benefits only began there. The shop has since transitioned almost all of its machining center work to horizontals, because of additional benefits such as these:

1. Shorter processing time per part. There are many reasons the time per part is shorter on these machines, says Advance’s Jeremy Hamilton. With horizontals’ ability to swap pallets, there is no significant delay between machining cycles for job change-over. Plus, on the tombstone fixtures, various pieces can be completed in a single cycle.

2. Lower prices. Both machining time and labor time are lower for parts run on the HMCs. Thus, even though the shop rate on the HMCs is higher, the machines have brought down the overall price per part quoted to customers.

3. Three-side machining. With the B axis, the HMC can reach three faces of the part in one cycle. Features that relate to one another often can be machined in the same cycle to assure accuracy.

4. Ability to machine complex parts. Advance now bids on parts that would have been too complex for it to machine in the past. An example is airfoils. These parts could justify a five-axis machine, but Advance gets enough contouring ability on its four-axis HMC to be able to produce the parts effectively in two setups apiece. The Faro arm (see page 73) is used to inspect the complex form.

5. Platform for advanced tooling. The HMCs can take advantage of the latest cutting tool technology, meaning the tool suppliers visiting Advance with recently released tooling sometimes bring resources the shop can use. “We now have machines you can run new technology on,” says Kyle Dunaway, Advance’s VP of manufacturing.

6. Serve customers simultaneously. Alternating the jobs run on alternate pallets—that is, loading job A while job B runs, then loading job B while job A runs, and so on—lets the shop use one machine to fill the orders for two customers in the same shift.

7. On-machine deburring. The shop’s largest HMC has enough tool capacity that the shop can even keep various deburring tools in the magazine. Meanwhile, the horizontal orientation facilitates on-machine deburring because the removed burrs fall away. Replacing manual deburring with on-machine deburring saves labor and expense.

8. Cleaner shop. The horizontals keep chips more contained and therefore help keep the shop cleaner. This contributes to the original aim of developing and making use of a changing workforce, Mr. Hamilton says. A cleaner shop attracts a more quality-conscious employee.


The freedom to machine various surfaces of a part in one setup accounts for part of an HMC’s efficiency advantage, but Advance CNC Machining says the benefits extend well beyond this.


Since the success of the first horizontal, the shop has been buying additional HMCs at the rate of about one per year.


President and owner Jeremy Hamilton has seen the shop grow from serving almost exclusively local customers to serving customers in 24 states and counting.


Kyle Dunaway advocated that the shop invest in horizontals.


The part in his hand exemplifies why an HMC’s approach to machining has been valuable. A tapped hole at an odd angle used to require a setup of its own when this shop ran the part on verticals.


Rectangular blanks and cylindrical blanks are used to machine two different part numbers for two different customers. By unloading finished pieces and loading blanks for one of these jobs while the other job is in cycle, Advance CNC Machining was able to use one machine to seamlessly alternate between these part numbers throughout the workday.


In the screen view in the following photo, programmer Tommy Coulter shows the tool path that delivers a short cycle time for the cylindrical part in the previous photo.


“Dynamic Milling” produces a path that keeps tool engagement consistent to allow a single end mill to efficiently maintain a high feed rate.

Here is the way parts used to be run at the shop (and the way parts still are run on the remaining VMCs). Multiple setups were required to machine multiple faces of the same part. This approach to setup made it difficult for the shop to make effective use of less experienced employees.


This round part is an obvious candidate for turning, but in fact turning is now used only for finishing cuts. High-speed milling on a machining center has proven to be a more effective way to rough out the stock.


The freedom to machine more sophisticated forms naturally creates the need for more sophisticated inspection. One example of a recent metrology purchase by Advance CNC Machining is the portable measurement arm seen here being used by QC technician Frank Shevelow.


The shop chose a different machine tool brand when it needed an HMC with a large tool magazine in order to win a job. Okuma had this machine available and ready to ship at once. One of the advantages of a large magazine that the shop has since discovered is the freedom to keep many deburring tools in the magazine to save labor cost through on-machine deburring.


Article From: Article From: 6/18/2014 Modern Machine Shop, Peter Zelinski, Senior Editor

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