Always fun to improve our tools, or at least try to! It’s not impossible, notably upgrading the relatively unpolished Far Eastern hobby equipment that’s built down to a price. Hobby lathes often come fitted with ordinary ball-bearings, which are adequate rather than good, and replacing them with taper bearings is a popular upgrade. I’m not sure taper bearings make a big difference because hobby machines also lack rigidity, a harder problem to fix.
Taper bearings certainly improve high-end lathes, though they don’t use common types bought off ebay! High-end taper bearings for grown-up lathes are amazingly expensive, carefully designed, constructed and installed for best performance.
Otherwise, improving an original design isn’t easy because we rarely understand the original design goals and compromises. The Bellevue washer used to pre-load the U3 bearing might be a cost-cutting bodge, or it might be a clever way of fully meeting the bearing manufacturer’s pre-load recommendations. Those recommendations are likely to vary depending on the intended service: the pre-load needed to maximise RPM, is not the same as pre-load needed to minimise wear, and pre-load to minimise vibration is probably different again. Maybe the EMCO engineer selected a bearing from a catalogue, or maybe he was a bearing expert able to talk turkey with the supplier for best effect. The latter is quite likely, though his design may have been rejected later by a production engineer or accountant. We don’t know, and our guesses are likely to be naive.
Ditto Sherline. As far as I can tell these are competently designed, taking advantage of modern developments, and well-liked by their owners. But the Sherline is also a hobby lathe, built to a price-point, and therefore also subject to design compromises. I suspect the shortcomings of a Sherline would become more obvious if if were compared side-by-side with a Cowells, a much heavier and more costly machine.
The history of headstock bearings is ‘quite interesting’. It happens that early plain bearings are easy to make and have desirable low vibration and good wear characteristics in a lathe. They require careful lubrication, and aren’t ideal because wear occurs due to metal on metal contact during frequent stop start operation. Not that it matters in a home workshop, but they also consume a lot of power during start, and waste time getting up to speed. Again, not serious in a home workshop, but driving machines with single-phase or universal motors is also sub-optimal. Worth fixing? Maybe.
Early cyclists instantly noticed that plain bearings are a poor choice for a bike; they waste loads of energy and exhaust the rider. Ball-bearings made an obvious improvement, but didn’t work well on lathes. Early ball bearings fitted to machine tools vibrated badly enough to spoil the finish, and rapidly worsened as the races brinnelled. The problem was the technology needed to make thousands of near identical perfectly round steel balls didn’t exist. Better than tenth accuracy is needed. Even advanced industrial nations struggled: during WW2 the US, UK and Germany all bought SKF bearings from Sweden, because by some unknown means SKF bearings were more consistently accurate than their competitors.
The difficulty of making an affordable ball-bearing that would out-perform a cheap plain bearing on a lathe persisted until well after WW2. But technology marched on, and lathe makers gradually switched to some form of roller bearing after about 1950. Today, ordinary ball-bearings are ‘good-enough’ for hobby lathes.
50n years ago the U3 was a relatively early ball bearing adopter, and any ball bearing that old is likely to be showing signs of wear. A Sherline is more likely to have a better made modern bearing, and – perhaps more important – the bearing in a recently made machine less likely to be worn than an old one. Ageing is always bad news in the long run.
Comparing old and new lathes is likely to be misleading. A 1950 Myford is much better finished than a 2024 Far Eastern hobby lathe, perhaps giving the impression that technology is going backwards! Somehow, folk believe that things were better made in the past than is possible now. Complete nonsense. The specification of a 1950 Myford is considerably inferior to that of a modern CNC machine centre, which uses technology not available in 1950. Not general knowledge, because not many hobbyists get to see a machine centre in action, and none of us could afford one! Another comparison that highlights the gap:
- One of the best fighters of WW2 was the Spitfire Vb; a very advanced machine in it’s day. The service version flew at 370mph at up to 36,500′.
- An A320 Airbus, a passenger plane noted for economy rather than performance, cruises at 515mph at up to 40,000′.
Thus a Spitfire has almost no chance of intercepting an A320! Something significantly better than a Spitfire is needed, and that was over the horizon when the Vb was new. Ten years later, it was, after a huge amount of development work on jet engines and airframe design. A modern fast-jet leaves a Spitfire Vb in the dust, just as a Vb completely outperformed a WW1 Sopwith Camel.
Though man-in-shed could almost certainly improve a Sopwith Camel, it’s certain he can’t get it up to Spitfire Vb standard, To do that requires a complete redesign. I think the same is true of lathes. They are what they are, and that limits what can be done to improve them. Messing with the design risks unbalancing it, just as fitting a NOX blower to my little Corsa is unwise unless I also upgrade the cooling, brakes and suspension. A roll-bar would be sensible too…
Now I think of it though, souping up my car would be enormous fun! Adding a bright-red go-faster stripe would be a start.
🙂
Dave