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Geometry Guide - UMC - Series

8.1 Geometry Guide

Last updated: 02/09/2021

Geometry Guide - UMC-Series

Introduction

  1. Spindle Head
  2. Ram
  3. Saddle
  4. Bridge
  5. Base
  6. C-Axis Rotary
  7. B-Axis Rotary

Before beginning record the factory-set the value for the parameter or setting below. You will need to set this to zero while making adjustments, and then reset it to the original value when finished. The value could be positive or negative.

  • Classic Haas Control (CHC) Parameter 1314 (Rotary Axes Center Deviation in X)
  • Next Generation Control (NGC) Setting 254 (5 Axis Rotary Center Distance)

Tooling and Kits Required:

  • T-2193A - UMC-750 SPINDLE HEAD ALIGNMENT PIN *
  • T-2181 - CNC DUAL LEVELING TOOL
  • T-2192 - LEVELING ADAPTER UMC-750
  • 93-2236 - SHIM KIT FOR UMC-750 *

Click on the link to see the  UMC-750 Leveling and Alignment video.

*  : Used only on Pre-Reboot series. 

Level the Machine

1

Set the machine height:

Move the X and Y axes to the home position.

Loosen the middle leveling screws [2 and 5] so that they are not supporting any weight.

Set the machine on 4 corner leveling screws 3" (76.2 mm) above the floor.

2

Rough level the machine:

Turn the leveling screw #4 up.

Place the granite across the X axis linear guides near the X axis ballscrew bearing support.

Setup the machinist level on top of the granite parallel to the X axis.[1]

Adjust the leveling screw #6 until the machine is leveled in X axis.

Setup the machinist level on top of the granite perpendicular to the X axis.[2]

Adjust the leveling screw #3 until machine is leveled in Y axis.

Turn the leveling screw #4 down until it makes the contact with the leveling pad.

3

Adjust X Axis roll:

Assemble T-2192 with T-2181.

Move the Y Axis to the middle of the travel.

Put T-2192 on the side of the spindle.

Make sure the bubble on T-2181 is within readable range.

If it's not, loosen the bolt that secures T-2192 to the magnetic base and move the adapter as needed.

Jog the X Axis side to side and measure the X Axis roll. Take readings at the home position, middle, and the end of the travel.

Adjust the leveling screw #4 intil there is no deviation between the reading at home position and the reading at the end of the travel.

Note: The bubble on T-2181 does NOT have to be in the middle of the vial. It only needs to be within readable range.

4

Set the middle leveling screws:

Turn middle leveling screws down until they make the contact with the leveling pads and then turn them an additional 45°.

Verify the X Axis roll. Adjust the middle leveling screws to correct the X Axis roll.

X Axis to Y Axis Alignment

1

Align the face of the saddle parallel to the X Axis movement:

Sweep across the machined surface on the front of the saddle [1] by jogging the X Axis.

Loosen the bolts that secure saddle to the X Axis trucks [2] and align the the face of the saddle parallel to the X Axis movement within 0.001" if needed.

Torque the bolts. Refer to Haas Fastener Torque Specifications.

2

Align the Y axis perpendicular to the X Axis:

Setup the tri-square granite on the left side of the C Axis platter on the machinist jacks.

Set the back side of the tri-square granite parallel to the X Axis. NTE 0.0001"/10"

Sweep the top of the tri-square granite along the X and Y axes.

Adjust the machinist jacks until top surface of the tri-square granite is parallel to the X-Y plane NTE 0.0005".

Verify that the back side of the granite parallel to the X Axis. NTE 0.0001"/10".

Loosen the bolts that secure the Y Axis trucks to the saddle and align the Y Axis perpendicular to the X Axis. NTE 0.0005"/10"

Torque the bolts. Refer to Haas Fastener Torque Specifications.

Verify the Y Axis perpendicular to the X Axis NTE 0.0005"/10" after bolts are torqued.

Z Axis to the X-Y Plane Alignment

1

Set-up the cylinder.

Put a cylinder on top of the tri-stone as shown in the picture.

Align the top surface of the cylinder parallel to X-Y plane NTE 0.0001" by turning the machinist jacks.

Jog the machine to the following position:

  • UMC-750 to X -7.000" and Y -10.000"
  • UMC-750SS to X -10.000" and Y-10.000"

2

Align the Z Axis perpendicular to the X Axis:

Replace one of the top corner bolts on the Z Axis trucks with the T-2193A * to pivot the spindle head around it.

Indicate the side of the cylinder along the Z Axis.

Loosen the bolts that secure Z Axis trucks to the ram.

Align the Z Axis perpendicular to X Axis NTE 0.0005"/10" by swinging the spindlehead side to side.

Torque the bolts. Refer to Haas Fastener Torque Specifications.

Verify that the Z Axis perpendicular to the X Axis after bolts are torqued.

Replace the T-2193A * with the bolt when alignment is done

*  : Used only on Pre-Reboot series. 

3

Align the Z Axis perpendicular to Y Axis:

Indicate the front of the cylinder along the Z Axis.

Shim between Z Axis trucks and the ram to align the Z Axis perpendicular to the Y Axis NTE 0.0005"/10".

Note: Shim either top two trucks or the bottom two trucks with the equal shims.

Torque the bolts. Refer to Haas Fastener Torque Specifications.

Verify that the Z Axis perpendicular to the Y and the X axes after bolts are torqued.

4

Align and torque Y and Z axes ballnut housings:

Loosen the bolts that secure the ballnut to the housing and bolts that secure the housing to the casting.

Snug the bolts that secure the ballnut housing to the casting first, then snug the bolts that secure ballnut to the housing.

Use the Jog Lock function to run the axis back and forth full travel.

Note: Do not use handwheel or the rapid move.

Torque the bolts. Refer to Haas Fastener Torque Specifications.

The Y-axis nut housing can be accessed in the rear of the machine with the ram jogged all the way toward the front of the machine.

The Z-axis nut housing can be accessed from the front of the machine with the spindle head jogged all the way down.

Note: Spindle motor shroud needs to be removed to access the Z axis ballnut housing.

Tram the Spindle to the X-Y Plane

1

Set up the granite:

Setup the machinist jacks and the granite on the middle of the C Axis platter as shown in the picture.

Align the top surface of the granite parallel to X-Y plane by adjusting the machinist jacks height NTE 0.0001".

Position the spindle over the center of the platter.

2

Tram the spindle to the X-Y plane:

Put an indicator onto the spindle shaft.

Make a measurement on top of the granite at every 90° of rotation.

Loosen the (6) bolts in the base plate for the spindle head.

Add or remove shims between the spindle head casting and the base plate to tram the spindle to the X-Y plane NTE 0.0005"/10".

Note: Use shims of unequal thickness [1] to change the angle of the base plate.

When the sweep is within specification, torque the (6) bolts. Refer to Haas Fastener Torque Specifications.

Verify spindle tram after bolts are torqued.

B Axis to XYZ Axes Alignment

How to identify the Multi-Piece and the Unibody trunnion   

1) Multi-Piece trunnion:    UMC machines built approximetely before 11/2022 will have this configuration.

2) Unibody trunnion:    UMC machines built approximetely after 11/2022 will have this configuration.

1

Remove the A-frame trunnion support:

Remove the bolts [1] that secure the A-frame trunnion support [2] to the base and take out the shims between A-frame support and the base.

Rotate the A-frame support [2] counter-clockwise to clear the edge of the base [3].

Pull the A-frame support off the bearings.

 Note: The A-frame support might vacuum lock on the bearings. Use the zip-tie to pry the seal [4] open.

 Caution: To lift the trunnion support, get the aid of another person. The support weighs 85 lbs (39 kg).

2

Measure the B- axis of rotation parallelism to the Y-Z plane:

For a machine with a Classic Haas Control, change Parameter 151:20 (B axis CHK TRAVL LIM) to 0.

For a machine with a Next Generation Control, change Parameter 6.021 (B axis CHK TRAVL LIM) to FALSE.

Measure the parallelism of the platter to the Y-Z plane with the B axis at 90° and then the B axis at -90° as shown in the picture.

Position the Y-Axis in the following starting position:

UMC-500: Y=0, Sweep 15”, 3rd T-Slot Land from the top.

UMC-750/1500-Duo: Y=-1.0, Sweep 18", 3rd T-Slot Land from the Top .

UMC-1250: Y=-1.0, Sweep 28", 3rd T-Slot Land from the Top.

UMC-500PP: Y=-4.0, Sweep 7".

UMC-750PP: Y=-2”, Sweep 15".

UMC-1000PP: Y=-4”, Sweep 15".

Compare the results at B 90° and B-90°. The results should be...

  • Symmetric against the Y-Z plane, positive or negative direction
  • Less than 0.0010"/20"

If the results are symmetric against Y-Z plane, and are less than 0.0010"/20 inches: Go to Step 5.

If the results are symmetric against Y-Z plane, but are more than 0.0010"/20 inches: Go to Step 4.

 Warning: If the results [3] are not symmetric against the Y-Z plane, the B axis rotary needs to be aligned: Go to Step 3.

3

Align the B axis of rotation parallel to the Y-Z plane:

Loosen the (6) bolts [1] that secure the B axis rotary to the base casting.

 Note: Keep the bolts sufficiently snug to control the adjustments.

Adjust the front and rear setscrews [2] until the measurements taken in Step 2 are symmetric against the Y-Z plane.

Torque the (6) bolts [1]. Refer to Haas Fastener Torque Specification.

Verify the measurements in Step 2 after the bolts have been torqued.

4

Align the C Axis of rotation perpendicular to the B Axis of rotation:

Remove the bottom C-Axis access cover.

Loosen the (12) bolts [1] that hold the C Axis body to the B Axis platter face.

Reach the bottom (4) bolts through the C Axis access port.

If the B Axis is symmetric in the positive direction [4], install horseshoe shims [2] of appropriate size behind the top (2) bolts.

If the B Axis is symmetric in the negative direction [5], install horseshoe shims [2] of appropriate size behind the bottom (2) bolts.

Torque the (12) bolts to 80 Ft-lbs (108 Nm).

Cut the excessive shim material off.

Verify the measurements in Step 2 after bolts are torqued.

5

Align the trunnion support shaft co-axial with the B Axis of rotation:

Setup (2) indicators on the outer race of the trunnion support bearing [2] as shown in the picture.

Mark the spot on the outer race where one of the indicator needles is contacting the surface.

After moving the B Axis to 90° or -90° you will align the marked spot with the needle again to exclude the bearing runout error from the measurements.

Take the readings when B is at 90° and B at -90°. Compare the readings. 

 Caution: The B axis brake needs to be clamped when taking the readings.

The deviation between the results when B is at 90° and at -90° needs to be less than 0.001" on each indicator.

 Note: The indicator on the side of the bearing will measure top to bottom alignment and the indicator on the top of the bearing will measure side to side alignment.

____

For models with a multi-piece trunnion

Loosen the (6) bolts [3] on the C Axis body support. Keep the bolts sufficiently snug to control adjustment.

Adjust the (8) set screws [4] until deviation between B at 90° and B at -90° is within 0.001".

Torque the (6) bolts [2] on the C Axis body support to 80 Ft-lbs (108 Nm).

Verify the alignment after the bolts have been torqued.

____

For models with a unibody trunnion

Jog rotary to B90. Set up an indicator on the highlighted surface as shown in the lower diagram .

Rotate B-axis 180 degrees (90 to -90).

Run out (NTE 0.010” TIR).

 Caution: If the measurement exceeds the tolerance then contact support.

6

Install and shim the A-frame trunnion support:

Move the B Axis to 90°.

Setup an indicator [1] against a machined surface of the C Axis body. Set the indicator to 0.

Use plastic zip ties [2] to pry the seal open while installing the A-frame support. This lets unwanted air and grease out of the assembly.

Install the A-frame trunnion support [3] over the bearings.

Remove the cable ties.

Turn the trunnion support clockwise until it is vertical.

 Note: The weight of the A-frame support will cause the trunnion to sag. The amount of sag is measured with the indicator that was previously setup on the side of the C Axis body.

____

For multi-piece trunnions

Adjust the shims [4] between the A-frame support and the base casting to remove the sag until indicator reads 0 again.

When the indicator reading is 0, torque the (4) bolts. Refer to Haas Fastener Torque Specification.

Verify the reading after bolts are torqued. Adjust the shims again if necessary until the indicator reads 0.

____

For models with unibody trunnion

Determine the amount of shim stock [4] needed to raise the Trunnion arm so the indicator reads 0.005".

The indicator [1] value will change once the support is torqued.

With indicator still in place:

  • Torque trunnion support bolts to appropriate values.
  • Check indicator to make sure it reads between the range of

Trunnion arm raised (0.005” to  0.010”).

 Note: For unibody trunnions, the shim location may also be used to correct the C-axis to X-Y plane perpendicularity instead of shimming the saddle trucks.

 Caution: Use equal amount of shims on each side of the A-frame support. Unequal shims will cause the A-frame support to pull the trunnion to the side.

Verify the B Axis of rotation alignment to the Y-Z plane (Step 2). Loosen the bolts and tap the A-frame support side to side if necessary to correct the B axis to Y-Z plane alignment.

7

Set C-axis perpendicular to X/Y plane:

Move the axes to

UMC-750's........X= -10.5" & Y=0."

UMC-1000's......X=-17.0" & Y=-0."

Zero an indicator [1], on a Ground Block [2], 1/2" off the edge at the rear of the platter (Mag-Base on Spindle), with C at 0 Degrees

Rotate C-Axis to 180°.

Move Y axis, and ground block, in Y Axis negative direction until you are 1/2" away from platter edge, and take the perpendicularity measurement

Adjust the shims until the average error is within 0.0005" end to end.

 Note: For unibody trunnions, the shim location under the bearing support may also be used to correct the C-axis to X-Y plane perpendicularity instead of shimming the saddle truck.

Caution: Shim either two front trucks or two rear trucks with the equal shim.

Note: Shim one truck at the time to maintain the X to Y squareness.

Verify the measurements after all bolts are torqued.

Verify the X to Y alignment in Step 2.

8

Set the tool change offsets:

B-axis tool change offset [1]

For Classic Haas Controls, change Parameter 213. 

For Next Generation Controls, go to: Settings>Rotary Tab>Highlight the rotary and press [INSERT], or change Parameter 6.078 (B TOOL CHANGE OFFSET) to set the trunnion (B Axis) parallel to the X Axis.

For models with multipiece trunnion

(NTE 0.001/10"; NTE 0.0020" overall)

For models with unibody trunnion

(NTE 0.0005/10"; NTE 0.0010" overall)

___

C-axis tool change offset [2]

For Classic Haas Controls change Parameter 523.

For Next Generation Control go to: Settings>Rotary Tab> Highlight the rotary and press [INSERT], or change Parameter 7.078 (C TOOL CHANGE OFFSET) to set the table T-slot (C Axis) parallel to the X Axis

For models with multipiece trunnion

(NTE 0.001/10"; NTE 0.0020" overall)

For models with unibody trunnion

(NTE 0.0005/10"; NTE 0.0010" overall)

9

Check C-axis perpendicularity to X/Y plane:

Align the indicator centered over the C-axis bore with the Y-axis at -10.

Jog positive in the Y-axis and align the indicator over the center of the last section of the platter and make a mark at this spot with a washable marker.

Insert 1-2-3 block as shown and set the indicator to zero.

Remove the block and rotate the platter 90 degrees, following the marked spot with the indicator.

Insert block back between the indicator and platter. Note reading.

Repeat the previous two steps, taking readings with the platter at 180, 270 and 360 degrees.

Multi-piece trunnion:  (NTE 0.0005")

Unibody trunnion: (NTE 0.001")

10

Measure the intersection of the B and C axis:

Follow the linked instruction manual to complete this step.

B-Axis and C-Axis intersection Adjustment

11

Align the B-Axis brake disk:

 Note: Do not do this step if you are working on a SS machine.

Operate this code in MDI mode to unclamp the brake:

M11;

Loosen all of the brake disc bolts [1] and torque them to 5 Ft-lbs (7 Nm).

Operate this code in MDI mode to clamp the brake:

M10;

Wait 10 seconds.

Torque the bolts. Refer to Haas Fastener Torque Specifications.

Set Parameter/Setting Back to Factory Values

Set the Parameter 1314 for CHC / Setting 254 for NGC back to the factory-set value.(Cycle the power to the machine after changing the value.)

Allign and calibrate the WIPS. Wireless Intuitive Probe System (WIPS) - Calibration

Set the Machine Rotary Zero Points. 

Fill out the complete inspection report:

Leave the copy of the inspection report with the machine.

If you replaced the B and C axes assembly do the UMC-750 - B-Axis and C-Axis Intersection - Alignment