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Results of the 3/93 Drilling Tests

Sloan Digital Sky Survey Telescope Technical Note 19930430-02

Russell Owen

Introduction

Plug plates for the Sloan Digital Sky Survey must be drilled very accurately to give adequate throughput, yet also quickly to keep costs in check. In January of 1992 we drilled and measured a set of test plates testing several techniques including drilling with a carbide twist drill and drilling followed by reaming [R. Owen, et al., unpublished]. We concluded that drilling with a carbide twist drill worked well, and drilling followed by reaming was (to our surprise) inferior. However, the resulting errors were higher than we would like. This new set of tests is an attempt to minimize bit to bit variation and produce more accurate holes from a single bit. We also took the opportunity to try a few new techniques and to measure error as a function of entry angle and spindle speed.

Plates and Drilling

The test plates were 3.5" diameter 1/8" thick disks of aluminum. 50 holes were drilled in each test plate, 10 each in five concentric circles. The top surface of each disk was slightly dished such that the entry angle (the angle at which the bits contacts the plate) for the inner through outer circles was 0.00, 0.25, 0.50, 0.75 and 1.00 degrees. Five different drilling techniques were tried, as described below. The diameter of each bit was 0.0867 +0/-0.000,05". This diameter was the optimal value for our plug plates determined from the 1/92 drilling tests. For holes that were reamed, the initial hole was made with a 0.081" diameter bit of standard precision. All bits were made of carbide steel by Johnson Carbide Products, Inc., Saginaw, Mich. A fresh drill bit (and reamer, if used) was used for each test plate unless otherwise noted.

The 0.0867" diameter bits were held by an custom-made aluminum collet. To minimize runout of the tool, the hole in the collet was machined while the collet was mounted in the NC mill. Scratches were made on the collet and machine so that the collet could be re-inserted in the same orientation. The collet was split using EDM to minimize burring from this operation. Runout of the collet was measured at 0.000,05".

All holes were drilled using a spindle speed between 3500 and 5600 RPM (exact speeds given later), and a feed rate of 5.0"/min. Reamers, when used, were fed at 10.0"/min. The runout of at least one of each type of bit was measured at the collet and was always found to be 0.000,05" (as expected).

During drilling, the plate was held in a custom jig flat against a backing plate. The backing plate had an over-sized pit under each hole in the test plate, so the bits never contacted the backing plate. After drilling the plates were run through an automatic dishwasher; this removed most or all metal shavings from the holes.

Twist Drill

Drilling with carbide twist drills were one of the two best methods used in the 1/92 drilling tests. In the current tests holes were drilled in two pecks of 0.100" each. Drill flute length was 3/16". The drill extended 0.5" below the collet. Each plate required 4.8 minutes to drill. Five plates were drilled (#1-5) at 3500, 3500, 4500, 4500 and 5600 RPM, respectively.

Spade Drill

Spade drills were recommended by the drill bit manufacturers. Holes were drilled in two pecks of 0.100" each. The drill extended 0.75" below the collet; this was longer than desirable but the shortest allowed by the design of the bit; a slight modification of the design would allow a much shorter distance. Each plate required 4.8 minutes to drill. Four plates were drilled (#6-10) at 3500, 3500, 4500 and 5600 RPM, respectively.

End Mill

End mills were recommended by the head of the physics machine shop. We used a 2-flute end mill with a 1/4" flute length. The end mill extended 0.5" below the collet. The first two plates were drilled with two pecks of 0.100" each, but the results were unsatisfactory so the next three plates were drilled using a drill cycle (no pecks). Five plates were drilled (#10-14) at 3500, 4500, 4500, 4500 and 5600 RPM, respectively.

Twist Drill and Reamer

It seemed likely that first drilling and then reaming would produce better holes than simply drilling, but we weren't sure we could afford the extra time required. The drill was held in a drill chuck, and the runout at the chuck was measured at 0.0006". Both tools extended 0.5" below the collet. Both drilling and reaming were done using a drill cycle (no pecks). Each plate required 6.5 minutes to drill. Four plates were drilled (#15-18) at 4500, 4500, 5600 and 5600 RPM, respectively.

End Mill and Reamer

The end mill was held in a 1/8" collet in a Lyndex collet chuck; runout was apparently not measured. Four plates were drilled (#19-22) at 4500, 4500, 5600 and 5600 RPM, respectively. One end mill was used for plates 19 and 20, and a different end mill used for plates 21 and 22 (rather than one end mill per plate). The same reamer was used for plates 18 (drill/ream) and 19, and a different reamer was used for plates 20-22.

Measurement and Analysis

The test plate holes were blown out with compressed air and measured with a coordinate measuring machine. The air used for cleaning the plates was very clean; it's the same air used for the coordinate measuring machine's air bearings. Each hole was measured at 24 points, 8 each at three depths (one approximately 0.01" away from top surface, one near the middle, one approximately 0.01" away from the bottom surface). At each depth the 8 data points were processed to give four numbers: x position, y position, diameter and "non-circularity".

Non-circularity is defined as the difference in radius between the point closest to the hole's center and the point farthest from the hole's center. Note that this definition is based on the extreme measurements of the eight measurements at the given depth; hence it will tend to be dominated by noise in the measuring machine and residual dirt in the hole. The measuring machine introduces an average of approximately 5 µm of noise into non-circularity according to Robert Riley (one of the people made the measurements). Non-circularity is useful for comparing different drilling methods, but is not easily used to predict hole morphology.

The x-y position data for each plate was corrected for overall errors in offset and rotation, meaningless artifacts of the way the plate was mounted in the measuring machine. The correction was applied by fitting only the mid-level data because that was less prone to errors from hole damage. The ends of the holes on the sky-facing surface will actually determine the position of the optical fiber, but it has not yet been determined whether plates will be drilled from the sky side or fiber side. Note that scale errors were not removed (unlike in the 1/92 drilling tests).

The x-y position errors of each hole at top and bottom were divided by the z distance between these measurements to generate the tilt of that hole.

Results

The results are shown in tables 1-3. Table 1 shows the errors averaged over all plates drilled using a given method. Table 2 shows the errors as a function of entry angle of the bit into the plate, again averaged over all plates drilled using a given method. Table 3 shows the errors plate by plate (and hence as a function of spindle speed). Position error is the radial distance between the measured hole and the desired hole. Diameter error is the measured diameter minus the nominal diameter. Non-circularity and tilt are described in section 3. The mean and standard deviation of the diameter error are given in addition to the RMS because if the diameter is sufficiently reproducible, the RMS error can be reduced to the standard deviation (at minimum) by using a different size bit.

Table 1: Results by Method

                Method       Pos. Err.     Diameter Error     Non-Circ. Tilt
                                RMS     mean  std. dev. RMS     RMS     RMS
                                (µm)    (µm)    (µm)    (µm)    (µm)    (mrad)
        
                Twist Drill     7.5     1.3     5.6     5.7     10.1    3.2
                Spade Drill     9.1     5.0     3.9     6.3     7.0     2.0
                End Mill        5.6     74.7    55.9    93.2    7.8     1.6
                Drill & Ream    6.9     4.7     7.3     8.7     8.4     3.0
                Mill & Ream     9.7     5.0     11.1    12.2    10.2    6.1
        

Table 2: Results by Entry Angle

                Method  Entry  Pos. Err.   Diameter Error    Non-Circ. Tilt
                        Angle   RMS     mean  std. dev. RMS     RMS     RMS
                        (deg)   (µm)    (µm)    (µm)    (µm)    (µm)   (mrad)
                Twist   0.00     8.7     0.9     8.3     8.4    13.3     5.2
                Drill   0.25     8.8     0.4     8.2     8.2    15.4     4.4
                        0.50     6.0     1.5     2.4     2.8     5.7     1.2
                        0.75     6.8     1.9     2.4     3.0     5.5     1.2
                        1.00     7.0     1.7     2.4     2.9     5.6     1.2
        
                Spade   0.00     8.2     4.7     4.0     6.2     6.2     1.6
                Drill   0.25     9.4     4.9     3.7     6.1     4.6     1.6
                        0.50     8.9     4.9     3.6     6.0     8.2     2.0
                        0.75     9.2     5.0     3.9     6.4     5.2     2.1
                        1.00     9.9     5.7     4.2     7.0     9.5     2.4
        
                End     0.00     5.4    71.2    54.2    89.4     7.6     1.5
                Mill    0.25     5.9    72.5    56.4    91.7     8.6     1.4
                        0.50     5.0    74.0    55.8    92.5     7.8     1.7
                        0.75     5.8    77.3    56.5    95.7     7.6     1.6
                        1.00     6.0    78.3    57.0    96.7     7.6     1.8
        
                Drill   0.00     5.1     5.2     4.0     6.5     5.4     1.6
                and     0.25     5.3     5.5     4.0     6.7     6.1     1.4
                Ream    0.50     5.0     5.6     3.9     6.8     4.8     1.5
                        0.75    10.4     4.3    10.2    11.0    13.9     5.3
                        1.00     7.3     2.9    10.7    11.0     8.4     3.2
        
                Mill    0.00     2.6     6.3     4.4     7.7     4.5     1.2
                and     0.25     3.2     5.5     3.7     6.7     4.5     1.3
                Ream    0.50     3.1     5.5     4.0     6.8     5.3     1.5
                        0.75    19.9     3.8    22.7    22.9    14.8    12.8
                        1.00     7.0     4.0     7.4     8.4    15.2     4.4
        

Table 3: Results for each Plate

                Method  Speed  Pos. Err.   Diameter Error    Non-Circ.  Tilt
                                RMS     mean  std. dev. RMS     RMS      RMS
                        (RPM)   (µm)    (µm)    (µm)    (µm)    (µm)    (mrad)
        
                Twist   3500     3.0     1.1     1.6     2.0     5.7     1.1
                Drill   3500     3.7    -0.1     1.6     1.6     5.4     1.4
                        4500     7.5     0.3     7.9     7.9    13.1     5.2
                        4500    12.3     4.2     3.4     5.4     7.8     1.0
                        5600     7.3     0.7     8.0     8.0    14.6     4.4
        
                Spade   3500    11.1     6.2     3.4     7.1     7.1     2.1
                Drill   3500     5.2     3.1     2.7     4.2     4.6     1.7
                        4500    13.1     2.9     1.7     3.4     5.0     2.3
                        5600     3.5     7.9     4.5     9.1    10.0     1.7
        
                End     3500     5.1   146.1    57.3   156.8     8.0     2.1
                Mill    4500     5.7    73.8    45.1    86.4     8.3     1.7
                        4500     7.9    53.7    36.3    64.8     7.9     1.3
                        4500     4.7    64.4    33.1    72.4     7.4     1.4
                        5600     3.9    35.2    27.2    44.4     7.6     1.4
        
                Drill   4500     7.6     2.0     9.5     9.7     8.8     3.1
                and     4500     6.2     2.0     1.6     2.6     6.1     1.6
                Ream    5600     4.7     5.2     1.7     5.4     3.8     1.1
                        5600     8.6     9.5     9.0    13.1    12.4     4.8
        
                Mill    4500    17.7     8.4    20.9    22.4    11.6    11.5
                and     4500     4.0     3.3     2.4     4.1     7.8     1.5
                Ream    5600     5.9     3.7     6.0     7.0    13.3     3.8
                        5600     3.6     4.7     2.8     5.5     6.5     1.7
        

The results by method ( table 1 ) show that spade drills and twist drills both work very well. By comparison, end mills work very poorly. Reaming after drilling was slightly worse than drilling alone. This may be because the undersized holes were drilled conventionally (standard holder, standard quality bits). However, the 1/92 tests showed that drilling followed by reaming was inferior to simply drilling when all operations were performed with standard tools and techniques, so reamers may simply not work as well as plain drilling for such small holes. Reaming did help following end milling, but the results were still inferior to plain drilling with a spade drill or twist drill.

The results by entry angle ( table 2 ) show that spade drills suffer some increase in diameter error at 3/4 degree, and some increase in tilt error at 1/2 degree, but no noticeable loss of position accuracy at higher angles. By contrast, twist drills work poorly at low entry angles (a potential problem should we need to spot face the holes) compared to entry angles of 1/2 to 1 degree.

The results by run ( table 3 ) show too much variation from plate to plate to allow any firm conclusions as to the effects of spindle speed on hole quality. The variations are probably due to variation in bit quality particularly accuracy of centering of the point. Twist drills may work significantly better 3500 RPM than at higher speeds but further tests would be necessary to verify this.

The spade drills we used were 3/4" long from tip to collet, whereas all other bits were 1/2" long. The spade drills used include 5/16" of undersized shaft just above the blade; if the bit manufacturer is willing to supply bits without this region of undersized shaft we could hold the bits 1/2" back from their tip. Also, the spade drill blade itself could probably be shortened without ill effect, giving an even shorter bit. Shorter bits will probably make better holes and be less sensitive to entry angle.

Error Budget

Table 4 shows the error budget revised to include the new drilling results.

Table 4: Error Budget

(numbers in () are based on the 1/92 drill tests)
                Transverse Position Error     µm RMS
                Astrometry                      17
                Transformation to focal plane    1
                Scale, rotation and guiding      2
                Hole location                    9      (10)
                Temperature gradients            5
                Plate deformation                5
                Plug/fiber concentricity         8
                Plug/hole concentricity          8      (23)
        
                Total transverse error          24      (32)
        
        
                Axial Position Error          µm RMS
                Focus monitor                   15
                Registering surface              8
                Temperature gradients           10
                Plate deformation               25
                Plug/fiber location             10
                Plug/hole registration          12
        
                Total axial error               35
        
        
                Principal Ray Misalignment   mrad RMS
                Hole drilling                    2      (4)
                Plate deformation               10
                Plug/fiber alignment             5
                Plug/hole alignment              5      (16)
        
                Total alignment error           12      (20)
        

The plug/hole concentricity error was computed as follows. The hole diameter standard deviation is 3.9 µm (a factor of 3 improvement over the 1/92 drill tests). The plugs we are planning to buy have a diameter tolerance of +/-2.5 µm, which roughly corresponds to a standard deviation of 0.8 µm assuming the tolerance applies to 99.9% of the plugs and the errors are normally distributed. The standard deviation of clearance on the diameter is 4.0 µm (the plugs contribute very little). Assume normally distributed errors in plug and hole diameter and that we wish less than 1 hole in 1000 to require reaming; then the required average clearance on the diameter is 3.1 times the standard deviation, or 12.3 µm (ignoring non-circularity). In addition, we must include an allowance for hole non-circularity. The measure of non-circularity is hard to interpret (as explained in section 3), but as a crude estimate I propose including half the RMS non-circularity to the clearance (half because non-circularity is the difference between the closest and farthest points). The total non-circularity is 7.0 µm RMS, intrinsic machine noise accounts for approximately 5 µm RMS, so the non-circularity of the holes is approximately 5 µm RMS (using quadrature subtraction). The average clearance on the diameter is 14.8 µm (including non-circularity). The RMS variation in clearance on the diameter is the quadrature sum of the average and standard deviation, or 15.3 µm.

Transverse concentricity between plug and hole is half the clearance in diameter, or 7.7 µm RMS. Tilt is clearance in diameter divided by the length of the ferrule tip or hole, whichever is shorter. The proposed ferrule has a 2.87 mm long tip (excluding the chamfer), so tilt is 5.3 mrad RMS.

These methods are different than those used for the 1/92 report. The error budget below includes errors based on the 1/92 data but recomputed according to the methods described here. Transverse concentricity error was little changed, but the recomputed tilt error was twice that listed in the 1/92 report.

Based on the 11/19/92 fiber optic test results [R. Owen, unpublished], we would expect the principal ray misalignment of the plug to cause approximately 1% light loss. Light loss due to the transverse error will depend on the shape of the image, but the error is small compared to the core diameter of the optical fiber (180 µm), so the loss should be tolerable. The axial error is negligible because the light is incident on the plug at f/5.

Conclusions

I recommend drilling the plug plates with a spade drill. Spade drills give excellent results and are very consistent results across a range of conditions. It is doubtful that we could gain more than a few percent throughput by drilling better holes.

However, we should review this issue when the optical design is finished. We will then know the range of entry angles and whether or not we will have to spot face each hole to set the plug depth. Spot facing would reduce the entry angle to zero (good for spade drills, very bad for twist drills) and offer the possibility of drilling a small pit to start the bit (which might improve either method). If the final drilling conditions are significantly different than those already tested we may wish to run one more set of drill tests. If we do run another set of tests, I suggest using shorter spade drill bits, if available.

Acknowledgments

John Roze and Ron Musgrave of the University of Washington Physics Machine Shop made the plates. John Roze located and ordered the exceptionally accurate bits that were used. Ron Musgrave designed and made the precision collet, carefully machined the parts, and took superb notes on everything he did. Robert Riley and Dennis Graham of the Fermilab Quality Control Lab measured the plates. Walter Siegmund and Charles Hull helped design the tests.