Abstract
In order to increase the machining accuracy of slow tool servo turning of complex optical surface, the optimal design for tool path was studied. A comprehensive tool path generation strategy was proposed to optimize the tool path for machining complex surfaces. A new algorithm was designed for tool nose radius compensation which had less calculation error. Hermite segment interpolation was analyzed based on integrated multi-axes controller, and a new interpolation method referred to as triangle rotary method was put forward and was compared with the area method and three-point method. The machining simulation indicated that the triangle rotary method was significant in error reduction. The interpolation error of toric surface was reduced to 0.0015 µm from 0.06 µm and sinusoidal array surface’s interpolation error decreases to 0.37 µm from 1.5 µm. Finally, a toric surface was machined using optimum tool path generation method to evaluate the proposed tool path generation method.
Keywords
Introduction
Complex optical surfaces can be used in optical systems to acquire high-quality image, improve the performances, decrease the expense and reduce the size of the system. Ultra-precision machining of the complex optical surfaces has become very important in recent years because of the increased use of complex optical surfaces in many fields such as optics, medicine, and fiber telecommunication and life science. 1
At present, the machining methods for complex surfaces have been developed greatly in industrial and academic fields such as micro-milling, fly-cutting, fast tool servo (FTS) and slow tool servo (STS). Among these technologies, STS is widely utilized for machining many different types of freeform surfaces due to its advantages of high surface accuracy and high machining efficiency. A lot of research was carried out such as the machining experiments of new or complex surface, new lath structure and new application areas. Besides, machining parameters, control system algorithm and tool–workpiece vibration have significant effects on the tool wear and machining accuracy, so relevant research for STS/FTS was also studied.2 –4
Tool path generation (TPG) method has a direct impact on the surface accuracy for STS/FTS, so relative researches were carried out in recent years. Neo et al. 5 proposed an attractive solution with an integration of Visual Basic for Application programming interface into SolidWorks to generate spiral tool trajectory for STS/FTS turning of freeform surfaces. According to the surface scallop height, Liu et al. 6 described a changing feed-rate tool path for FTS, which is a creative idea for TPG for STS/FTS. Zhang et al. 7 used coordinate transformation to produce the tool path of off-axis aspheric mirrors and reduced the ratio of sag height to diameter. Keong et al. 8 described a novel FTS diamond turning method with layered tool trajectories to extend the limited stroke length without modifying an existing FTS system. Although there are many different types of TPG methods, the main route of the TPG can be summarized as the following three steps: cutting contact points (CCPs) discretization, tool geometry compensation and the interpolation among discrete cutting location points (CLPs).
Reasonable CCP discretization method is the basis of TPG. For three-axes turning freeform surfaces, spiral tool path is the most typical method.
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Both equal angle discretization method and equal arc length discretization method can be used to create discrete rotation points during TPG for STS turning.10
–13 But the papers did not systematically studied the weakness of the two discretization methods and proposed the solution method. For tool geometry compensation, Fang et al.
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used the vector mathematics method to compensate tool geometry, including the tool radius compensation and rake angle compensation, but the compensation algorithm is relatively complex. Guan
1
provided the
In this article, the TPG method for STS turning was systematically studied. This method comprises the determination of CCPs, compensation of the tool geometry, analysis of the entrance parameter algorithm of position–velocity–time (PVT) mode, machining simulation study and validation of the actual machine.
STS turning technology
The STS turning technology is a precision turning method with high accuracy and high efficiency. Figure 1(a) shows the schematic diagram of the mechanical system setup of STS turning used in this study, which has a linear

Schematic diagram of STS turning for complex surfaces: (a) mechanical system and (b) control system.
TPG
The TPG for turning complex surfaces mainly consists of mathematical expression of the complex surfaces, CLPs optimization and turning trajectory interpolation. Figure 2 is the schematic diagram of the TPG for turning complex surfaces. First, the complex surfaces should be expressed by scalar equation or parameter vector equation in polar coordinates or Cartesian coordinates. The CLPs optimized planning includes two steps: first, calculating the CCPs on the complex surface and then calculating the CLPs using the tool geometry compensation principles. There are three methods to discrete CCPs and two methods for compensating the tool geometry error. The discretization methods include the equal angle discretization method, the equal arc length discretization method and the integrated discretization method. The tool geometry compensation method includes normal direction compensation and

Schematic diagram for STS tool path generation.
CCP generation
The CCPs are the position point on the workpiece’s surface, which contacts the diamond tool. The tool contact path represents the tangential trajectory between the diamond tool and the machined surface. Nowadays, the cutting tool path planning methods mainly contains equal parametric line method, equal section method, equal spacing method and equal residual height method.
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The
where
IMAC NC system can only process the movement between designated points, so the CCPs trajectory must be described. The tool contact path can be discretized by different methods, such as equal angle discretization, equal arc length discretization and integrated discretization.
Equal angle discretization method
As it is shown in Figure 3(a), equal angle discretization method means that the angle Δ
where (

Schematic diagram of different discretization method: (a) equal angle discretization method, (b) equal arc length discretization method and (c) integrated discretization method.
The advantages of the equal angle discretization are the simple calculation and easy to evaluate. But the trajectory points close to the central region are too dense, and the points of the outer trajectory are relatively sparse. So, when the size of workpiece is larger, the discrete angle must be very small in order to decrease the discrete error. However, if the discretization angle is very small, the NC program becomes very large, which increases IMAC’s computation work.
Equal arc length method
As it is shown in Figure 3(b), equal arc length discretization means that the arc length between adjacent points is equal. The CCPs trajectory after fixed arc length discretization is as follows
where
where
But the calculation of the equal arc length discretization is more complicated than the equal angle discretization method. In addition, in this method, the CCPs near the center of workpiece become very sparse and the machining trajectory’s curvature in the center of the workpiece becomes large, which causes increase in the discretization error.
Integrated discretization method
Integrated discretization is a synthesis method of the above two discretization methods. As it is shown in Figure 3(c), outer trajectory is discretized by equal arc length method, when the discrete angle of two adjacent points is larger than specified maximum discrete angle, the inner trajectory is changed into equal angle discretization method. Integrated discretization not only avoids the program becoming large but also ensures the discrete error in acceptable range.
According to the above analysis, if the discretization angle
Cutting tool geometry compensation
In STS turning process, the point on the tip of tool which contacts the machining surface is changing every time. The main objective of the machining process is to control the position of the tool relative to the workpiece. The NC program cannot control the movement of each axis with the tool contact point directly. It is necessary to compensate tool geometry on the basic of CCPs to generate CLPs. Assuming the tool rake angle is zero, tool geometry compensation means tool radius compensation. The schematic diagram of tool geometry is shown in Figure 4.

Model of tool radius compensation: (a) 3D model, (b) plane model 1 and (c) plane model 2.
Figure 4(a) shows the condition of tool cutting workpiece’s surface. Where
Figure 4(b) shows the
Figure 4(c) shows the
where
The normal direction compensation includes
where
After getting a series of tool location points, the piecewise cubic spline interpolation can be used to get the equation of curve CL. And then, the points
The two tool radius compensation methods have advantages and disadvantages when used in different applications. The mass of
Interpolation for STS
The IMAC can interpolate the machining trajectory according to the tool location generated above. The interpolation method supported by IMAC includes LINEAR, CIRTLE, SPLINE and PVT. 19 According to the feature of STS, SPLINE and PVT can be used for the interpolation of the machining trajectory. SPLINE interpolation curve do not pass through the interpolation nodes, which will result in a large interpolation error, so PVT is chosen as the interpolation method.
The essence of PVT mode is segment cubic Hermite interpolation, which can provide a method to direct control over the trajectory profile. As it is clear in Figure 5, in PVT mode, for each piece of movement, users should specify the end position or distance

PVT interpolation diagram of servo axis segmentation.
In order to make servo axis pass exactly through the discrete CLPs with specified velocity and generate smooth trajectory, three entrance parameter algorithms of PVT were analyzed.
Area method
The scale coefficient
where
For a specified time interval
Three-point method
According to the above method, that is, (
Triangle rotary method
The same disadvantages of above two interpolation methods are they can only ensure the velocity of each cutting tool location point is continuous, but cannot guarantee the acceleration of each interpolation node is continuous, which will increase the interpolation error. In order to overcome above disadvantage, a new method referred to as triangle rotary method was put forward. This method can ensure that the equation of all axes is second-order continuous, that is, acceleration continuous. This transforms the segment Hermite interpolation to segment spline interpolation. First, considering the equation of segment cubic Hermite interpolation, the cubic Hermite interpolation polynomial for segment [
where
By calculating the two-order derivative of the above equation, the velocity of each segment could be expressed as
where
Letting
After consolidated and simplified the formulas (11)–(13), this formula was transformed to
where
In total, there are
The above
Equation (17) is a tri-diagonal matrix, and “chasing method” could be used to solve the
Machining simulation study
For STS turning, the
Toric surface
As it is shown in Figure 6, if the orthogonal arc (radius is

Diagram of toric surface: (a) complete toric surface and (b) toric surface spectacle lenses.

Designed toric surface: (a)
The related parameters are defined in Table 1.
Parameters of machining toric surface simulation study.
Figure 8 describes the designed toric surface and the tool path of toric surface discretized by integrated method. The

Designed surface and tool path of toric surface.

(a)

The typical error variation rule for different discretization methods: (a) equal angle discretization method, (b)equal arc length discretization method and (c) integrated method.
The velocity curve of


The error of
Sinusoidal array surface
The mathematical expression of sinusoidal array surface is given as follows 1
The related parameters are described in Table 2.
Parameters of machining sinusoidal array surface simulation study.
Figure 13 shows the designed surface and tool path of sinusoidal array surface discreted by equal angle method. Figure 14 shows the interpolation error of different algorithm for PVT; 1000 points from the “cutting in point” are analyzed. The maximum errors of these methods were area method (

Designed surface and tool path of sinusoidal array surface.

The error of
Case study
According to the above analysis, the integrated method could be chosen as the discretization method when the workpiece’s size was large, and the equal angle method was a better discretization method for small workpieces. In order to ensure the velocity of the
Parameters of machining sinusoidal array surface simulation study.
PVT: position–velocity–time.
The NC program for slow servo turning automatic generation program was written by C# language using the above-mentioned algorithm. For cases A and B, the material was polymeric methyl methacrylate (PMMA), the workpiece’s diameter was 40 mm, feed speed was 0.05 mm/r and the interpolation method was PVT interpolation method. For case A, the discretization angle was 5°. For case B, the discretization arc length was 1 mm and the discretization angle was 5°.
Figure 15 shows the machined workpieces. In order to evaluate the form accuracy of the machined toric surface workpieces, the toric surface was measured by MQ686 coordinate measuring machine. The form error is shown in Figure 16; the PV form error was about 0.0022 mm for case A and 0.0018 mm for case B, and root mean square (RMS) was about 0.0038 mm for the case A and 0.0034 mm for the case B. The surface roughness value was measured by a JB-4C instrument after dividing the machined lens surface into 12 aspects by the constant angle. The average value was used as the final roughness value, as shown in Figure 17, and the surface roughness of case A and case B was about 0.096 µm. The case study indicated that both the two TPG methods could be used to fabricate the complex surfaces by STS turning (Figures 16 and 17).

Machined result of toric surface: (a) case A and (b) case B.

Plane form error of toric surface: (a) case A and (b) case B.

Surface roughness result of toric surface: (a) case A and (b) case B.
Conclusion
This article systematically studied the TPG for the STS turning of complex optical surfaces. Based on the result, the following conclusions can be drawn:
For large-size lenses, the integrated method could be chosen as the discretization method, and the equal angle method was a better discretization method for small workpieces. In order to ensure that the velocity of the
The PVT interpolation method can be used to machine optical complex surfaces; the core of the PVT interpolation was how to calculate the velocity (entrance parameters) of every contact tool point. A new interpolation method referred to as triangle rotary method was put forward and was compared with the area method and three-point method. The machining simulation of toric surface and sinusoidal array surface proved that the triangle rotary method can reduce the interpolation error obviously, which was the most feasible for the PVT interpolation.
For the large-sized workpieces, the recommended TPG methods were equal arc length cutting point discretization, normal tool radius compensation and triangle rotary method PVT interpolation. For small-sized workpiece, the recommended TPG methods were equal angle cutting point discretization,
Footnotes
Appendix 1
Declaration of conflicting interests
The author(s) declared no potential conflicts of interest with respect to the research, authorship and/or publication of this article.
Funding
The project was supported by Research and Innovation Project for College Graduates of Jiangsu Province (grant no. KYLX15_0565).
