| 1 |
Match the Work Envelope |
Check X, Y, and Z travels, pallet size, maximum workpiece diameter, height, and weight. |
Allow approximately 20% additional capacity beyond the largest routine part to accommodate workholding, tooling, and setup variation. |
Compare the machine envelope with production drawings and the complete fixture package, not with the raw part alone. |
| 2 |
Evaluate Spindle Performance |
Review spindle speed range, motor power, torque curve, taper type, thermal stability, and through-spindle coolant capability. |
High-speed cutting requires sufficient maximum rpm, while heavy milling depends more on torque at lower speeds and rigid toolholding. |
Request spindle power and torque charts across the operating speed range instead of relying only on peak horsepower. |
| 3 |
Review the Control System |
Assess programming functions, conversational support, tool management, probing integration, data transfer, diagnostics, and operator interface. |
The control should support the required axis configuration, common G-code functions, remote data backup, alarm history, and secure program access. |
Use a sample production program and ask operators to complete a realistic setup during the machine demonstration. |
| 4 |
Check Accuracy and Repeatability |
Review positioning accuracy, bidirectional repeatability, volumetric performance, thermal compensation, and inspection procedures. |
Acceptance values should be stated under a recognized test method, with results documented for the delivered machine. |
Specify acceptance testing, environmental conditions, measurement equipment, and corrective actions in the purchase agreement. |
| 5 |
Assess Pallet and Workholding Systems |
Consider pallet-change time, indexing accuracy, pallet load rating, tombstone compatibility, hydraulic or pneumatic connections, and chip access. |
The pallet system should support the heaviest fixture and part combination while maintaining adequate clearance for tool changes and inspection. |
Calculate throughput using actual loading, clamping, probing, and pallet-change times rather than cycle time alone. |
| 6 |
Examine Tool Management |
Review tool magazine capacity, maximum tool diameter and length, adjacent-pocket restrictions, tool-change speed, and broken-tool detection. |
Magazine capacity should cover the complete process plan plus spare tools for high-wear operations and unattended production. |
Test the longest, heaviest, and largest-diameter tools used in production before final approval. |
| 7 |
Review Chip and Coolant Management |
Inspect chip evacuation, conveyor design, coolant filtration, tank capacity, washdown nozzles, oil skimming, and mist control. |
The system should prevent chip accumulation around the work zone and maintain stable coolant flow during continuous cutting. |
Run representative materials and cutting conditions to verify that chips do not recut, bridge, or block drains. |
| 8 |
Calculate Maintenance Requirements |
Identify lubrication points, filter replacement intervals, coolant servicing, way-cover inspection, spindle checks, and preventive-maintenance tasks. |
Routine maintenance intervals should be clearly documented by operating hours, cycles, or calendar time, with accessible service points. |
Estimate annual labor, consumables, downtime, and spare-parts costs before comparing purchase prices. |
| 9 |
Verify Supplier Support |
Review installation, commissioning, training, application engineering, remote diagnostics, service coverage, and spare-parts availability. |
Support commitments should define response times, escalation procedures, covered services, and the duration of parts availability. |
Request written service-level terms and speak with users operating similar equipment in comparable production conditions. |
| 10 |
Compare Total Cost of Ownership |
Include purchase price, installation, foundations, utilities, tooling, fixtures, energy, maintenance, training, software, and expected downtime. |
A lower initial price may be offset by higher setup time, limited automation, greater maintenance needs, or slower service response. |
Use a multi-year cost model based on expected utilization, labor rates, production volume, and measurable uptime assumptions. |