| Part envelope | Maximum and minimum part diameter, overall length, and any features that must be machined from the bar. | A turned component with a 12 mm maximum diameter and a 45 mm finished length. | Choose a bar capacity and working envelope that accommodate the stock and finished part, while allowing for cutoff and workholding needs. |
| Material | Specify the exact alloy or material grade, condition, hardness, and whether the stock is bar, wire, or pre-cut blank. | Free-machining steel, stainless steel, brass, or aluminum bar stock. | Confirm spindle power, tooling, coolant, chip control, and cutting data are suitable for the material. Stainless steel may require different tooling and process settings than brass. |
| Part geometry | List turned diameters, shoulders, grooves, threads, cross-holes, flats, slots, and required back-working features. | A small shaft with two diameters, an external thread, and a cross-drilled hole. | Simple turned geometry may suit a basic configuration. Multiple side features or work on both ends may call for live tooling, a sub-spindle, or additional stations. |
| Tolerances and finish | Identify critical dimensions, geometric tolerances, surface-finish requirements, and inspection methods. | A critical diameter controlled to ±0.02 mm, with a specified surface finish on a bearing surface. | Assess machine condition, thermal stability, tooling, workholding, process capability, and measurement strategy. Confirm achievable capability with a production trial. |
| Annual and lot volume | Estimate annual demand, typical lot size, delivery schedule, and expected mix of part numbers. | 200,000 parts per year in repeat production, or several smaller lots across a broad part family. | High, stable demand can justify investment in automation and dedicated tooling. Lower or variable demand may favor easier setup and flexible programming. |
| Cycle-time target | Define the required output rate and whether the target includes loading, inspection, tool changes, and downtime. | A target of 30 finished parts per minute, subject to validation on the actual part and material. | Compare complete process cycle times, not just cutting time. Simultaneous operations and reduced handling may improve output, but the result depends on part geometry and process conditions. |
| Bar capacity and feeding | Specify stock diameter, bar length, straightness, remnant requirements, and the planned loading method. | Continuous production from long bar stock with unattended running between operator checks. | Match the feeder to the machine's approved bar range and material. Consider floor space, bar support, noise, material handling, and safe replenishment. |
| Machine configuration | Determine whether the part needs single-spindle turning, multiple spindles, gang tooling, a sub-spindle, or live tooling. | A component requiring front turning, rear-end machining, and a radial milled feature. | Select the simplest configuration that completes the required operations efficiently. More axes or spindles can reduce handling but may increase setup and maintenance complexity. |
| Tooling and changeover | Estimate the number of tools, expected tool life, setup frequency, and need for quick changeovers. | Several part numbers share similar diameters but require different thread forms and groove locations. | Check tool capacity, adjustment access, presetting options, program management, and the time required to change between part families. |
| Quality and traceability | Define inspection frequency, critical-to-quality features, documentation, and any required lot or material traceability. | In-process checks for critical diameters, with recorded inspection results for each production lot. | Plan for suitable gauges or measurement equipment, process monitoring, sampling, and data handling alongside the machine purchase. |
| Factory requirements | Check available floor space, electrical supply, compressed air, coolant management, chip handling, and operator access. | A production cell with limited floor space and a centralized coolant and chip-management system. | Verify installation requirements and the full cell footprint, including the bar feeder, service access, chip conveyor, and material staging area. |
| Total operating cost | Estimate purchase and installation costs, tooling, maintenance, energy, labor, and expected uptime. | A comparison based on cost per accepted part over the planned service life. | Evaluate total cost of ownership and production risk, not purchase price alone. Include training, service availability, spare parts, and planned maintenance. |