Abstract
Introduction
The cam-actuated indexing mechanism is very important in automated machinery. 1 It is widely used in packing machinery, punching machinery, and pharmaceutical machinery, which has advantages of small size, compact structure, high stiffness, large transmission torque, and high transmission accuracy.2,3 The cylindrical indexing cam ridge is a spatial curved surface which is very hard in design and to machine. The task has become the acknowledged problem, especially for the high-speed and high-precision occasion. 4 For the past few years, people have been thinking distinctive theories in different points of view. Bovisov 4 put forward an algorithm that considered the indexing cam contour surface as a linear surface development; Gonzalez-Palacios et al. built uniform equations for the spatial indexing cam contour surface using the spiral motion theory. In the meantime, Tsay and Lin 7 put forward a new theory: the geometry of cam contour surface was formed by the cutter’s sweep. After that, Hsieh 8 proposed a series of programs for the cam’s machining; Chen and Xin 9 presented the three-dimensional (3D) expansion method. These research achievements have provided methods for indexing cams’ design and manufacture but still have their shortcomings and imperfections. It is urgent to study in a geometric intuitiveness machining convenient and high machining precision method.
Indexer work situation analysis and error analysis
Indexer working situation analysis
The cylindrical cam and the dial with rollers constructed the indexer (Figure 1). As a driving member, the cylindrical cam rotates around the axis

Typical cam-actuated indexing.
Error analysis
Follower’s trajectory design error
To design a cam, commonly the first thing to do is to derive the index motion curve equation

Trajectory error of the follower.
It assumes a situation as shown in Figure 2: The cam rotates from
Axis shifting error
When surface flatten method
12
is used to design a trajectory of a follower, it overlooked an issue: the follower rollers’ central axis will shift from its original place during the cam’s rotation process (Figure 3). Point

Rollers’ axis shifting error and angle deflection error.
Unilateral machining method error
For a long time, cylindrical indexing cam was machined by the bilateral machining method (Figure 4(a)). But for the efficiency and accuracy purpose, this article performed a new machining method called the unilateral machining (Figure 4(b)).

Two machining methods: (a) bilateral machining method and (b) unilateral machining.
Cylindrical indexing cam’s ridge has dwell phase and index phase. The bilateral cutter path and the unilateral cutter path are different in these two phases (Figure 5). When a cam follower moves in the index phase at position

Two different machining cutter paths.
Cutter’s position and orientation error
When a cutter mills a cam, its posture is fixed. This article uses a method to analyze the cam follower’s trajectory by fixing the cam and making the follower rotate, so that the cutter’s posture changes all the time. In a 3D space, the coordinate origin is put on the cutter’s geometry center and thereby derived a cutter posture formula.
Practical cutter’s posture will be different from the theoretical one (Figure 6(a)). The cutter is now at the bilateral machining point as shown in Figure 6(a), and its direction vector is presented as

Cutter’s position and orientation error: (a) cutters’ position with different tooling methods and (b) cutters’ orientation with different tooling methods.
Milling method
This article considered the follower’s trajectory spatial curvature to establish the osculation planar formula and the normal planar formula on the each locus and then combines the cutter’s position and orientation equation with a spherical equation to derive the unilateral machining trajectory equation. The obtained equation is still needed to verify whether there is a theoretical solution.
According to the above principles, this article has put forward an original cam milling method as shown in Figure 7: First is to use the cutter whose diameter is slightly smaller than the follower roller’s as the rough machining cutter 12 and to choose the bilateral cutter path as the milling route to form the cam’s prototype. This procedure will form a slightly thicker cam ridge than the target one, and the redundant part is the finishing machining allowance in the next step. The second step is to use the small cutter or grinding wheels as the finishing machining cutter and to choose the unilateral cutter path as the milling route to form the cam’s accurate ridge. Using this method, the machining precision of a cylindrical indexing cam has significantly improved.

Depiction of milling principle.
Unilateral cutter path equation and the cutter’s posture equation derivation
In order to improve the modeling efficiency, this article uses the formula below to represent the relationship between follower’s indexing angle and cam’s rotating angle
where
Unilateral cutter path equation derivation
During the process of a cycle, there are two actual movements: the cam’s rotation and the follower’s indexing. For the convenient of geometry intuition, the cam is assumed to be fixed, and the follower revolves both around the cam’s axis and its own axis as a consequence. The error-free cam follower’s trajectory is defined as follower’s geometry center route.
The solid curve

Cam follower’s movement analysis.
From Figure 8, the
The locus
Substituting equation (2) into equation (3), we obtain the point
Equation (4) is a 3D curve which represents the locus

Equivalent cutter orthogonal plane and the
At the same time, Figure 9 shows an equivalent cutter orthogonal plane drew on a follower roller, which means the cutter’s orthogonal plane is same as the follower roller’s cross plane. Moreover, for the particularity of this processing method, equation (4) not only means the follower’s trajectory but also refers the bilateral machining cutter path.
Cutter’s position and orientation equation
The error analysis explained above has not yet referred to two-axis-deviation error and two-angle-deviation error (Figure 10). It cannot machine the cam in a theoretical way for the existence of these errors.

Cutter’s position and orientation.
For the particularity of this method, the cam follower’s posture is also the bilateral cutter’s posture and also the unilateral cutter’s posture. Once we obtain one, we can obtain the other two.
As the cam rotates at an angle
When we develop the cam’s surface into a flat plane—taking
Since
Substituting equation (7) into equation (6), we have
The cutter’s theoretical position
The direction vector
Substituting equation (8) into it and because of
we can obtain
Thus,
Equation (11) is the required cutter’s position and orientation equation at position
Unilateral cutter path trajectory equation derivation
Preceding part of this article has already derived the bilateral cutter path trajectory equation and cutter’s position and orientation equation. Now, we will use these two equations and combine some auxiliary equations to derive a new unilateral cutter path equation, which is the precise one.
Based on the machining theory, the unilateral cutter path is directional movement of bilateral cutter path loci. The directional movement vector is in cutter’s orthogonal plane. So the goal is to find a set of points that in a series of cutter’s orthogonal plane by equations (11), (12), and (14).
The desired cam ridge’s width is

Cam motion parameters diagram.
This methodology needs to calculate all the points first and then to form a curve called the unilateral cutter path using these data. Computer software can easily do these works for us.
We substitute equation (4) into equation (5)
In the cutter’s orthogonal plane, equation (11) expands as
Equations (11) and (12) will construct a space curve as
Spherical equation (14) presents as
Equation (11) and spherical equation (14) can construct another space curve as
From equations (13) and (15), we finally obtain the cutter path’s coordinate expressions
In equation (16),
Example experiment
In order to prove the correctness of the equation results, we have designed a machining experiment.
Example
The function relationship between
Moreover, the
Equation (18) shows the cam follower’s piecewise function; the curvilinear relationship chart of

Curvilinear relationship chart of
These equation set can be programmed in MATLAB and can generate cutter path plot (Figure 13).

Bilateral cutter path and two unilateral cutter paths.
Figure 13 demonstrates the obtained unilateral cutter paths. The blue one in the middle is the bilateral cutter path trajectory, and the red and green ones on each side are two unilateral cutter path trajectories.
Cam machining
We use MATLAB software to compute the equations, obtaining the coordinate set. But we cannot just put them into numerical control (NC) machining use; those coordinate set still need to be changed into machining coordinates. 13 The former coordinate system is fixed on the cam’s rotational center, but the machining coordinate center moves along with the cam’s rotation.
These two coordinate systems have coordinate relationship as
Indexing cam machining requires four-axis machining center, the required equation needs to obtain the parameter of
We reformulate equation (16) as
According to equation (20) and using MATLAB software, we compute the results and compile the NC machining cutter path file. The computer simulation result is shown in Figure 14, which is the practical cutter path trajectory of four-axis milling machine. Figure 15 shows the processed cylindrical indexing cam with error-free cutter path in practical.

NC machining cutter path’s simulation.

Processed cylindrical indexing cam.
We measured the processed cylindrical indexing cam and compared the result with the theoretical one in computer. The practical cutter path meets the design requirement.
Conclusion
In this article, unilateral machining methodology was proposed to machine a cylindrical indexing cam, with the aim of highly precision. This article first analyzed the drawbacks of the existing machine methodologies, which is low in efficiency and in precision and built the error-free follower’s trajectory equation. Then, second, this article analyzed the cutter’s posture, just in order to derive the cutter’s position and orientation equation. Finally, this article proved the methodology can successfully solve the unilateral machining loci with equations mentioned above. This methodology separates the linear continuous rotating angle curve into discrete point and substitutes these discrete points into unilateral machining equation to obtain the objective cutter path.
This article also designed an experiment to verify the feasibility of the methodology. The unilateral machining cutter path equation may help to promote the cam’s manufacturing technology and to give a general way to design and machine an indexing cam.
