Principles of Location in Machining: A Comprehensive Guide

Understanding the principles of location is essential for achieving precision in machining. The term location refers to the process of establishing the correct relative position of a workpiece with respect to the cutting tool. This positioning is critical to ensure accuracy and efficiency in manufacturing. When deciding on a method for locating a workpiece, several factors must be considered, including the shape of the workpiece and any features that may obstruct tool movement. Here, we explore the fundamental principles of location and the various methods used to secure workpieces effectively.

Degrees of Freedom
A workpiece free in space can move in an infinite number of directions. For analysis, this motion can be broken down into twelve directional movements, or degrees of freedom. These consist of six axial degrees of freedom and six radial degrees of freedom:
Axial Degrees of Freedom: Allow straight-line movement in both directions along the three principal axes (X, Y, and Z).
Radial Degrees of Freedom: Permit rotational movement in both clockwise and counterclockwise directions around the same three axes.

 

For accurate machining, the workpiece must be placed and held in the correct position and orientation in the fixture (or jig), which is itself appropriately located and fixed with respect to the cutting tool (part of the machine tool) and the machine tool (such as a lathe or milling machine used to cut metal into the desired shape). It is crucial to ensure that the workpiece, once fixed or clamped, does not move at all. By properly locating, supporting, and clamping the blank, all degrees of freedom can be effectively arrested.
 
Key Principles of Location
1. 3-2-1 Principle
The 3-2-1 principle is a widely adopted method that effectively restricts the 12 degrees of freedom of a workpiece. This technique employs a sequential arrangement of locators:














✔ Three pins are placed at the base to restrict five motions, including rotations around two axes (XX and YY) and downward movement along the Z axis.
✔ Two additional pins are inserted in a plane perpendicular to the first three to restrict rotation about the Z axis and axial movement along the X axis.
✔ One final pin is added to restrict further degrees of freedom.

While this method provides a robust framework for positioning, it can result in limited accessibility for loading and unloading the workpiece. Thus, external clamping forces are often utilized to secure the remaining degrees of freedom. The 3-2-1 principle is particularly effective for square or rectangular parts, where pin-type locators enhance accuracy due to their minimal contact area.

 
2. Mutually Perpendicular Planes
Achieving ideal location involves positioning the workpiece at six distinct points across three mutually perpendicular planes. While alternative arrangements exist, they are generally less effective and can lead to inaccuracies in machining.
 
3. Principle of Least Point
For effective location within any plane, it is crucial to use no more than the necessary number of points. While extra locators can be beneficial for finished surfaces, they should only be included if they serve a purpose and do not compromise the integrity of the workpiece.
 
4. Principle of Extreme Position
To maximize stability, locating points on a workpiece surface should be positioned as far apart as possible. This distribution enhances rigidity and minimizes potential movement during machining operations.
 
Locating Methods
The method of locating a workpiece varies based on its surface characteristics. Below, we detail the most common locating techniques.
1. Locating from Plane Surfaces
The machine table typically serves as the primary reference for locating flat workpieces. For effective support, a minimum of three locators must be employed, although additional supports may be required based on the work piece’s size and strength. This setup ensures that the workpiece is securely positioned relative to the machine's feed movements.

2. Locating from Circular Surfaces
For circular workpieces, the focus shifts from flat surfaces to aligning the axis of the circular component with the machine table. Conical location is a prevalent method in this scenario, where conical locators are used to secure un-machined cylinders, particularly in castings and forgings. Additionally, the V method is often employed for round workpieces, with a recommended V angle of 90 degrees for optimal security while minimizing location errors.
 
3. Concentric Locating
Concentric locators establish the position of a workpiece based on its axis, which may not always be centered. The most common method involves placing a locating pin in a hole, ensuring precise alignment and stability during machining.

















Mastering the principles of location is fundamental for achieving accuracy in machining operations. By understanding and applying methods like the 3-2-1 principle, mutually perpendicular planes, and various locating techniques, manufacturers can significantly enhance their machining processes. As technology advances, these foundational concepts will continue to play a vital role in the future of precision manufacturing.