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CNC maintenance

Secondary Maintenance Sheet Of CNC Machine Tool

A secondary maintenance sheet of CNC machine tool is the level-2 service record: the machine is partly stripped, geometry is measured, and wear is written down with numbers. This page explains what belongs on that sheet, which measurements decide the next repair, and when a machine should be pulled out of production instead of patched.

Secondary maintenance sheet of CNC machine tool with service record
Levels

What separates a secondary maintenance sheet from daily checks

Daily and weekly checks keep a machine running: coolant concentration, way lube level, air pressure, spindle taper wipe, chip conveyor. They take minutes and need no disassembly. The secondary maintenance sheet of CNC machine tool covers the next level. The machine is stopped for a planned window, guards and covers come off, and the technician measures things that cannot be seen from the operator panel.

The difference is not effort. It is evidence. A daily log says the machine was checked. A level-2 sheet says the X-axis ball screw backlash was 0.012 mm, the Y-axis was 0.006 mm, and both were recorded with a date and a technician name. That number is what tells you whether the machine is drifting or stable.

Typical interval is 2,000 to 4,000 spindle hours, or once a year for a machine on a single shift. A heavy hogging cell may need it every six months. Write the interval on the sheet header so nobody has to guess.

Three conditions justify the stop. First, a part feature that used to hold ±0.01 mm now needs an offset every few hours. Second, the surface finish has moved a full Ra step without a tool change. Third, an axis sounds different or the servo load meter reads higher on the same program. Any one of these means the daily check has run out of answers.

Record fields

Fields every secondary maintenance sheet must carry

A sheet without identifiers is useless six months later. The header block needs the machine model, the machine serial or asset number, the plant and cell location, the date and time window, the technician name, and the approver. Add the running hours at the start of the stop. Without that number you cannot tell a machine that failed early from one that simply ran longer than planned.

The measurement block is the core. List each axis with backlash, positioning repeatability, and squareness or parallelism where the machine has a reference. Record spindle runout at the taper, drawbar force, and taper contact pattern. Record way lube pump output and the condition of the filter. Record coolant pH and concentration. Each line gets a measured value, a tolerance, and a pass or fail mark.

The action block records what was done, not what was planned. If a linear guide was re-preloaded, write the shim size. If a ball screw was re-lubricated, write the grease grade and quantity. If nothing was changed, write none. A blank cell is read as not checked, and that is the most expensive entry on the page.

The last block is the follow-up list. Any value outside tolerance but not yet repaired goes here with a target date and an owner. This is what turns a maintenance record into a planning tool. A sheet that closes every line as OK usually means the tolerances were set too loose.

Measurements

How to take the numbers on a secondary maintenance sheet

Backlash is measured with a dial indicator on the table against a fixed reference, then the axis is jogged in 0.01 mm increments and the reading is taken in both directions. Do it at three positions along the travel. The worst value is the one that goes on the sheet, not the average. For most VMCs a value above 0.02 mm on a finishing axis is worth a re-preload.

Spindle runout is checked at the taper with a test bar, not with a finger on the spindle nose. A test bar 300 mm long read at the far end shows the real error the tool will see. Values above 0.01 mm total indicate a problem with the taper, the bearings, or chips embedded in the seat. Clean the taper with a lint-free wipe before the indicator touches it.

Squareness needs a granite square or a laser, not a machined block. A block that was cut on the same machine will repeat the machine error. Check squareness in X-Y first, then X-Z. A drift of 0.02 mm over 300 mm is enough to throw a tight bore off position on a tall part.

Repeatability is a separate number from backlash. Command the axis to the same point twenty times from the same direction and record the spread. A tight backlash with poor repeatability points to a loose encoder coupling or a failing bearing, and re-preloading the screw will not fix it. Record both numbers.

Limits

Where a secondary maintenance sheet stops being useful

A sheet is a measurement tool. It cannot fix a machine that has hit a hard limit. If slideway wear has changed the geometry so much that the machine no longer holds a straight line over its full travel, re-preloading will buy weeks, not months. Re-scraping or guide replacement is the honest answer.

Spindle bearings are the second limit. Once a spindle shows runout above 0.01 mm after a proper warm-up and clean taper, and the bearing temperature climbs within the first hour, the spindle is due for a rebuild. Adding grease and re-recording the same runout on the next sheet only delays the failure.

Control and drive electronics sit outside the sheet as well. Servo tuning drift, encoder faults, and drive alarms are not mechanical wear and will not appear in backlash numbers. When the sheet is clean but parts still come out wrong, the next step is a control-side diagnostic, not another mechanical service.

The third limit is economic. If the cost of the level-2 stop plus the follow-up repairs approaches a large share of the machine value, a rebuild quote is the better use of the budget. The sheet gives you the data to make that call. Guessing from memory does not.

Decision table

Which items belong on which service level

Use the row that matches the symptom you see on the floor.

Check itemDaily / weeklySecondary maintenance sheetEscalate when
Way lube level and pumpVisual check, top upPump output measured in ml/minOutput below spec after cleaning
Coolant conditionpH and concentrationTank clean, sump flushBacteria smell returns in days
Spindle taperWipe before each shiftRunout with 300 mm test barRunout above 0.01 mm warm
Ball screw backlashNot checkedDial indicator, three positionsAbove 0.02 mm on finish axis
Axis squarenessNot checkedGranite square or laserDrift above 0.02 mm per 300 mm
Guide preloadNot checkedShim size recordedRe-preload holds under 3 months
Geometry over full travelNot checkedStraightness sweepOutside spec after re-preload

When to schedule the level-2 stop

If backlash and runout stay inside tolerance and parts hold size, keep to the yearly sheet and leave the machine in the cut. If an axis offset is needed more than once a shift, or spindle runout is above 0.01 mm after warm-up, book the level-2 stop now and plan the follow-up repair in the same window.

FAQs

Questions engineers ask about the secondary maintenance sheet

How often should the secondary maintenance sheet be filled in?

For a single-shift machine running aluminum and mild steel, once a year or every 2,000 to 4,000 spindle hours is a practical interval. A machine running hard materials, heavy interrupted cuts, or three shifts a day should be checked every six months.

The trigger matters more than the calendar. If an operator needs to adjust an axis offset more than once per shift, or the surface finish moves a full Ra step, fill in the sheet before the next scheduled date.

Can the operator do the secondary maintenance, or does it need a technician?

The operator can do the visual and lubrication lines: pump output, filter condition, coolant pH, chip buildup, air pressure. Those entries need no special tooling.

The measurement lines need a dial indicator, a test bar, and a granite square or laser. A technician who does these checks regularly will get repeatable numbers. An operator who does them once a year will not, and repeatability is what makes the sheet worth keeping.

What tolerance should we write on the sheet for axis backlash?

Set the tolerance from the part, not from a generic table. A machine cutting ±0.05 mm features can live with 0.02 mm backlash. A machine holding ±0.005 mm needs backlash below 0.01 mm and good repeatability.

Write the number on the sheet before the first measurement. If the tolerance is set after the reading, the pass or fail mark stops meaning anything and the sheet becomes a formality.

Does a clean sheet mean the machine is fine?

No. A sheet where every line passes can mean the tolerances are too loose, or the checks were done without proper warm-up and clean surfaces. Spindle runout read on a cold spindle or a dirty taper will look better than it is.

Look for the trend, not the single pass mark. Backlash that went from 0.006 mm to 0.018 mm over two sheets is a warning even though both values may sit inside the written tolerance.

How does the sheet connect to a repair decision?

The follow-up list is the link. Any value outside tolerance with no repair in the same window gets a target date and an owner. When the list grows faster than it clears, the machine is telling you a rebuild is due.

That is also the point to get a machining partner involved for the parts that machine was making, so production does not stop while the repair is planned.

Is a level-2 stop enough for a machine that has been in service for ten years?

At that age, wear is no longer only in the ball screws and guides. The bed, the column, and the spindle housing may have moved, and a level-2 sheet will show the symptoms without fixing the cause.

Use the sheet to decide between re-scraping, guide replacement, and spindle rebuild. If the numbers are outside spec after re-preload, a rebuild quote is the cheaper path than repeated level-2 stops.

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