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L 2*. 3 ' W37 OUTLOOK FOR NUMERICAL CONTROL OF MACHINE TOOLS 28 ’65 A Study of a Key Technological Development in Metalworking Industries Bulletin No. 1437 UNITED STATES DEPARTMENT OF LADOR W. Willard W irtz, Secretary BUREAU OF LABOR S TA TIS TIC S Ewan Clague, Com missioner OTHER BLS PUBLICATIONS ON AUTOMATION AND PRODUCTIVITY M a n p o w e r P la n n in g to A d a p t to N ew T e c h n o lo g y A t a n E l e c t r i c an d G a s U t il i t y - - A (R e p o r t N o . 2 9 3 , 1 9 6 5 ). T e c h n iq u e s u s e d to f a c ilit a t e m a n p o w e r a d ju s t m e n t s . m o r e than 1 ,9 0 0 w o r k e r s . C a s e S tu d ie s o f D i s p l a c e d W o r k e r s (B u lle t in 14 08, E x p e r i e n c e s o f w o r k e r s a f t e r l a y o ff . in d u s t r i e s . C a s e Study C o v e r s t h r e e t e c h n o lo g ic a l in n o v a tio n s a f fe c t in g 1 9 6 4 ), 94 p p . , 50 c e n t s . C o v e r s o v e r 3, 000 w o r k e r s f r o m fiv e p la n ts in d iffe r e n t T e c h n o l o g i c a l T r e n d s in 36 M a jo r A m e r i c a n I n d u s t r ie s , 1 9 64, 105 p p . Out o f p r in t, a v a ila b le in l i b r a r i e s . R e v ie w o f s ig n ific a n t t e c h n o l o g i c a l d e v e lo p m e n t s , w ith c h a r t s o n e m p lo y m e n t , p r o d u c t io n ,a n d p r o d u c t iv it y . P r e p a r e d f o r the P r e s i d e n t 's A d v i s o r y C o m m it t e e on L a b o r -M a n a g e m e n t P o l i c y . I m p l i c a t i o n s o f A u t o m a tio n an d O th e r T e c h n o lo g ic a l D e v e lo p m e n t s : A S e le c t e d A n n o ta te d B ib lio g r a p h y (B u lle t in 1 3 1 9 -1 . 1 9 6 3 ), 90 p p . , 50 c e n t s . S u p p le m e n t to b u lle t in 13 19, 19 62, 136 p p . , 65 c e n t s . D e s c r i b e s o v e r 300 b o o k s , a r t i c l e s , r e p o r t s , s p e e c h e s , c o n f e r e n c e p r o c e e d i n g s , a n d o t h e r r e a d ily a v a ila b le m a t e r i a l s p u b lis h e d p r i m a r i l y b e t w e e n 1961 a n d 19 63. I n d u s t r ia l R e t r a in in g P r o g r a m s f o r T e c h n o l o g i c a l C h a n g e (B u lle t in 13 68, in l i b r a r i e s . 1 9 6 3 ), 34 p p . Out o f p r in t , a v a ila b le A stu d y o f the p e r f o r m a n c e o f o l d e r w o r k e r s b a s e d on fo u r c a s e s t u d ie s o f in d u s t r ia l p la n t s . I m p a c t o f O f f ic e A u to m a tio n in the I n t e r n a l R e v e n u e S e r v i c e (B u lle t in 13 64, a v a ila b le in l i b r a r i e s . 1 9 6 3 ), 74 p p . Out o f p r in t, A c a s e stu d y h ig h lig h tin g m a n p o w e r p la n n in g an d e m p lo y m e n t im p a c t s d u r in g a m a jo r c o n v e r s i o n to o f f i c e a u to m a tio n in the F e d e r a l G o v e r n m e n t . I m p a c t o f T e c h n o l o g i c a l C h a n g e an d A u t o m a tio n in th e P u lp a n d P a p e r I n d u s tr y (B u lle t in 13 4 7 , 1 9 6 2 ), 92 p p . , 50 c e n t s . G e n e r a l in d u s tr y s u r v e y an d t h r e e c a s e s t u d ie s h ig h lig h tin g im p lic a t io n s o f t e c h n o lo g ic a l ch a n g e f o r p r o d u c t iv it y , e m p lo y m e n t , an d in d u s t r ia l r e l a t io n s . T e c h n o l o g i c a l C h a n g e a n d P r o d u c t i v it y in th e B itu m in o u s C o a l I n d u s tr y , 136 p p . , o5 c e n t s . 1 9 2 0 -6 0 (B u lle t in 1305, 1 9 61), T r e n d s in t e c h n o lo g y a n d p r o d u c t iv it y an d im p lic a t io n s f o r e m p lo y m e n t , u n e m p lo y m e n t, w a g e s , p r i c e s , an d p r o f i t s . A d ju s t m e n t s to th e I n t r o d u c t io n o f O f f i c e A u t o m a tio n (B u lle t in 1 2 7 6 , I 9 6 0 ), 86 p p . , 50 c e n t s . A stu d y o f s o m e im p l i c a t i o n s o f th e in s t a lla t io n o f e l e c t r o n i c data p r o c e s s i n g in 20 o f f i c e s in p r iv a t e in d u s t r y , w ith s p e c ia l r e f e r e n c e to o l d e r w o r k e r s . S tu d ie s o f A u t o m a tic T e c h n o l o g y ( F r e e ) . A s e r i e s o f c a s e s t u d ie s o f p la n ts in t r o d u c in g a u to m a t io n . D e s c r i b e s c h a n g e s a n d im p lic a t io n s f o r p r o d u c t iv it y , e m p lo y m e n t , o c c u p a t io n a l r e q u ir e m e n t s , an d in d u s t r ia l r e la t io n s . A A A A C ase C ase C ase C ase S tu d y S tu d y S tu d y S tu d y of of of of a C o m p a n y M a n u fa c t u r in g E l e c t r o n i c E q u ip m e n t . a L a r g e M e c h a n iz e d B a k e r y (R e p o r t 10 9). a M o d e r n i z e d P e t r o l e u m R e f in e r y ( R e p o r t 12 0 ). an A u t o m a tic A i r li n e R e s e r v a t io n S y s te m (R e p o r t 1 3 7 ). S a le s p u b lic a t io n s m a y b e p u r c h a s e d f r o m the S u p e r in te n d e n t o f D o c u m e n t s , W a s h in g to n , D . C . 20 402, o r f r o m r e g io n a l o f f i c e s o f the B u r e a u o f L a b o r S t a t is t ic s at th e a d d r e s s e s sh ow n b e lo w . F r e e p u b lic a t io n s a r e a v a ila b le , a s lo n g a s the s u p p ly l a s t s , f r o m the B u r e a u o f L a b o r S t a t is t ic s , U .S . D e p a r tm e n t o f L a b o r , W a s h in g to n , D . C . 2 0 2 1 2 . R e g io n a l O f f i c e s :*1 8 N e w E n g la n d R e g io n 18 O l i v e r S t r e e t B o s t o n , M a s s . 02 110 M id d le A tla n t ic R e g io n 341 N in th A v e n u e N e w Y o r k , N . Y . 10001 E a s t C e n t r a l R e g io n 1365 O n ta r io S t r e e t C le v e la n d , O h io 4 4 114 N o r th C e n t r a l R e g io n 219 S ou th D e a r b o r n S tr e e t C h ic a g o , 111. 6 0 603 S o u th e r n R e g io n 1371 P e a c h t r e e S t r e e t , N E . S u ite 540 A tla n ta , G a . 30309 W e s t e r n R e g io n 4 5 0 G o ld e n G a te A v e n u e B o x 36017 S an F r a n c i s c o , C a lif. 94 1 0 2 OUTLOOK FOR NUMERICAL CONTROL OF MACHINE TOOLS A Study of a Key T e c h n o l o g i c a l D e v e lo p m e n t in M e t a l w o r k i n g I n d u s t r i e s Bulletin No. 1437 March 1965 U N IT ED ST A TE S DEPARTMENT OF LABOR W. W il la rd W i r t z , Secretary BUREAU OF LABOR STATISTICS Ewan Clague, Commissioner For sale by the Superintendent of Documents, U.S. Government Printing Office Washington, D.C., 20402 - Price 40 cents Preface Under the Manpower Development and Training Act of 1962, the Secretary of Labor is required to establish techniques and methods for detecting in advance the potential manpower impact of automation, techno logical progress, and other changes in the structure of production. This type of early warning system could be of great assistance to management and union leaders, educators, government officials, economists, and others in planning policies to cushion the impact of change. This bulletin deals with the outlook for and implications of a key technical innovation in the metalworking industries, still in a very early stage of application. Widespread adoption of numerical control of machine tools could have significant effect on productivity, occupational requirements, training programs, employment and industrial relations. The study was based on information obtained through review of trade and technical publications, attendance at conferences and seminars, and discussions with producers and users of numerical control and with union officials. The Bureau of Labor Statistics is grateful to the many indi viduals in various companies, unions, trade associations, educational insti tutions, research establishments,and government agencies who furnished valuable information and reviewed and commented on the draft of this report. Special acknowledgment for providing photographs is due to Cincinnati Milling and Grinding Machines, Inc. , Giddings and Lewis Machine Tool Co. , Kearney and Trecker, Pratt and Whitney, and Westinghouse Electric Corp. The bulletin was prepared by John Macut in the Bureau1s Division of Technological Studies under the supervision of Edgar Weinberg, Chief, and under the general direction of Leon Greenberg, Assistant Commissioner for Productivity and Technological Developments. m Contents Fage Summary and highlights----------------------------------------------------------------------Automatic control by coded tape instructions -------------------------------Extent of use still lim it e d --------------------------------------------------------------Metalworking industries affected---------------------------------------------------Favorable prospects for rapid diffusion----------------------------------------Reduced unit labor requirem ents---------------------------------------------------Important operating advantages -----------------------------------------------------Changes in occupational pattern --------------- -----------------------------------Numerical control generates new training needs -------------------------Need for changes in training program s------------------------------------------Significance of numerical control to metalworking industries-----Possible employment changes in some machining occupations---Employment impact depends on economic growth-------------------------Labor-management adjustments may be needed---------------------------Chapter L Introduction --------------------------------------------------------------------Evolution of machine tools -------------------------------------------------------------Present trend toward automation---------------------------------------------------Chapter 2. Numerical control in machine-tool technology------------Relation to conventional machine tools ----------------------------------------Development of numerical con trol--------------------------------------------------Two types of numerical c o n tr o l-----------------------------------------------------Future directions of numerical control ----------------------------------------Chapter 3. Status of numerical control applications ----------------------Number shipped-------------------------------------------------------------------------------Types of numerical control u s e d ---------------------------------------------------Applications in metalworking industries --------------------------------------Chapter 4. Outlook for numerical control --------------------------------------Supply of equipment ------------------------------------------------------------------------Potential demand ---------------------------------------------------------------------------Market for numerical con trol---------------------------------------------------------Government programs --------------------------------------------------------------------Price and d em an d---------------------------------------------------------------------------Chapter 5. Impact on labor requirements per unit of output ---------Reduction in unit labor requirements --------------------------------------------Operating econom ies------------------------------------------------------------------------Saving in capital requirements -----------------------------------------------------Chapter 6 . Changes in occupational requirements -------------------------Greater importance of planning and programing -------------------------Part programer -----------------------------------------------------------------------------Changes in content of machine tool operator jobs ------------------------Changes in maintenance jo b s --------------------------------Changes in tooling jobs ------------------------------------------------------------------Changes in drafting and designer jobs ------------------------------------------- v 1 1 2 2 2 2 3 3 3 5 5 5 6 6 7 7 8 9 9 9 10 12 15 15 16 17 21 21 21 22 25 26 29 29 31 31 33 33 36 37 38 40 40 Contents— Continued Page C h a p te r 7. T ra in in g fo r n u m e r ic a l c o n t r o l --------------------------------C o m pan y tra in in g fo r n u m e r ic a l c o n t r o l ----------------------------------Im p lic a tio n s fo r v o c a tio n a l e d u ca tio n -------------------------------------A p p r e n tic e sh ip tra in in g p r o g r a m - - -----------------------------------------A du lt ed u c a tio n fo r r e tr a in in g m a c h in is ts ------------------------------P r o f e s s io n a l s e m in a r s e s s i o n s -----------------------------------------------C h ap te r 8. Im p lic a tio n s fo r e m p lo y m e n t -----------------------------------L a b o r d is p la c e m e n t and e x p a n s i o n ------------------------------------------I m p lic a tio n s fo r eq u ip m en t p r o d u c e r s -------------------------------------E m p lo y m e n t in the m e ta lw o rk in g in d u stry g ro u p ---------------------E m p lo y m e n t c h a n g e s in s p e c ific m ach in in g o c c u p a t i o n s -----------C h a p te r 9. L a b o r - m a n a g e m e n t a d j u s t m e n t s ------------------------------M eth od of d e te rm in in g s k ill le v e l and w age r a t e s ---------------------M eth o d s of a d ju stin g to d is p la c e m e n t -------------------------------------A p p e n d ix . S e le c te d b ib lio g ra p h y on ou tlook fo r n u m e r ic a l c o n tro l of m ach in e t o o l s ---------------------------------------------------------T a b le s : 1. D o m e stic sh ip m e n ts of n u m e r ic a lly c o n tro lle d m ach in e t o o ls , s e le c t e d y e a r s , 1954 -6 3 -------------------------------------2. N u m b er of n u m e r ic a lly c o n tro lle d m ach in e to o ls sh ip p e d an d on o r d e r , by ty p e , 195 4 -6 3 -----------------------------------3. D istr ib u tio n of m a n u f a c t u r e r s 1 sh ip m e n ts of n u m e r ic a lly c o n tr o lle d m ach in e t o o ls , by m a jo r in d u stry g ro u p , by type of c o n tr o l, 1954 -6 3 -----------------------------------------------4. P e r c e n t of fo u r c a t e g o r ie s of m e ta l- c u ttin g m a c h in e to o ls at l e a s t 10 y e a r s o ld , 1963 --------------------------------------------5. D istr ib u tio n of fo u r c a t e g o r ie s of m e ta l- c u ttin g m ach in e to o ls a t l e a s t 10 y e a r s o ld , by in d u s tr y , 1963 ----------------6. C a p ita l sp en d in g p la n s of m e ta lw o rk in g m a n u fa c tu rin g c o m p a n ie s , 1964-67 -----------------------------------------------------7. Spen din g fo r a u to m a te d m a c h in e ry by m e ta lw o rk in g i n d u s t r ie s , s e le c t e d y e a r s --------------------------------------------8. V alu e of sh ip m e n ts and a v e r a g e unit v a lu e s of n u m e r ic a l c o n tro lle d m ac h in e t o o ls , by ty p e , 1 9 5 4 -6 3 --------------------9. R e p o rte d la b o r and o th er c o s t s a v in g s of n u m e r ic a lly c o n tro lle d v e r s u s co n v en tio n al m ach in in g ---------------------10. O p e ra tio n a l flow u n d er co n v en tio n al and n u m e r ic a l m ach in e to o l c o n t r o l -----------------------------------------------------------------11. T h re e c o m p a r a tiv e c a s e stu d ie s of m a n -h o u r r e q u i r e m e n ts: co n v en tio n al and n u m e r ic a lly c o n tro lle d m ach in in g ------------------------------------------------------------------- vi 41 41 42 42 43 43 47 47 48 48 50 53 53 54 57 15 17 18 22 23 24 25 26 30 34 35 Contents— Continued Page T a b le s - - C on tin ued 12. 13. 14. D e s c r ip t io n of d u tie s and k n ow ledge and a b ility r e q u ir e d in n u m e r ic a l c o n tro l p o s itio n s at one a i r c r a f t p a r t s p r o d u c e r ---------------------------------------------------------------------Content of tra in in g c o u r s e s on n u m e r ic a l c o n tro l open at a Uo S . G o v ern m en t m e ta lw o rk in g i n s t a l l a t i o n ----------------A v e r a g e w eek ly h o u r s and o v e r tim e h o u r s of p ro d u c tio n w o r k e r s in m e ta lw o rk in g in d u s t r ie s , 1964 ---------------------- Vll 39 44 49 OUTLOOK FOR NUMERICAL CONTROL OF MACHINE TOOLS S u m m a ry and H ig h lig h ts N u m e r ic a l c o n tro l (N /C ) of m ach in e to o ls is a r e la t iv e ly new t e c h nique of a d v a n c e d a u to m a tic m ach in in g w hich o p en s p o s s i b i l i t i e s fo r a f a s t e r r a te of grow th in p ro d u c tiv ity w ith in the im p o rta n t m e ta lw o rk in g s e c t o r of the eco n o m y . N u m e r ic a l c o n tro l i s p a r t ic u la r ly s u ita b le fo r the m a n u fa c tu re of a v a r ie t y of d iffe r e n t m e ta l p a r t s in s m a ll v o lu m e -- th e jo b shop type of p ro d u c tio n w hich c o m p r is e s a la r g e p a r t of the m e ta lw o rk in g in d u str y . The te c h n iq u e s and eq u ip m en t now u se d g e n e r a lly in th is type of p ro d u c tio n la g c o n s id e r a b ly behind the high d e g r e e of m e c h a n iz a tio n in m a s s p ro d u c tio n of sta n d a r d iz e d m e ta l p a r t s . A lthough u se of n u m e r ic a lly c o n tro lle d m ac h in e to o ls i s s t ill lim ite d , the p r o s p e c t s fo r r a p id d iffu sio n o v e r the next few y e a r s a r e h igh ly f a v o r a b le . T he sa m e o p e r a tio n s n e c e s s a r y to co n v e n tio n al m ach in in g a r e r e q u ir e d fo r n u m e r ic a l c o n tro l, but d iffe re n t t a s k s and s k ill r e q u ir e m e n ts a r e c r e a t e d , e s p e c ia lly fo r the o c c u p a tio n s of p lan n in g , m ach in e o p e r a t o r , and m a in te n a n c e . It c r e a t e s a new o c c u p a tio n of " p a r t ” p r o g r a m e d S in ce the p r o c e d u r e s and o p e r a tio n of n u m e r ic a l c o n tro l a r e new to the m ach in in g w o rk f o r c e , w o r k e r s m u st be t r a in e d to u tiliz e th is te ch n iq u e . A s long a s the eco n o m y i s e x p a n d in g , the in tro d u c tio n of n u m e r ic a l c o n tro l m a y not r e s u lt in e x te n siv e la b o r d is p la c e m e n t , but l a b o r - m a n a g e m en t a d ju stm e n ts to p ro v id e fo r o r d e r ly c h a n g e o v e r w ill be r e q u ir e d . A u to m a tic C o n tro l by C od ed T ap e I n s tr u c tio n s P r e v io u s c h a n g e s in m a c h in e -to o l te ch n o lo g y in v o lv e d la r g e l y im p r o v e m e n ts in p o w e r, sp e e d , and s p e c ia liz a t io n . N u m e r ic a l c o n tro l p e r m it s a u to m a tic o p e ra tio n of m ach in e to o ls by su ch m e a n s a s a s y s t e m of e le c tr o n ic d e v ic e s (c o n tro l u n its) an d ch an g e a b le t a p e s . The c o n tro l unit in t e r p r e t s co d ed tap e in s tr u c tio n s (p r e p a r e d in ad v a n c e by the p r o g r a m e r ) and can d ir e c t the m ach in e to o l a u to m a tic a lly th ro u gh the p r o g r a m e d se q u e n ce of m ach in in g o p e r a tio n s (d r illin g , m illin g , b o r in g , tu rn in g , e tc . ) w hile c o n tro llin g m ach in in g s p e e d s and f e e d s , d is ta n c e and d ir e c tio n of m o v e m e n t of the to o l o r w o r k p ie c e , flow of c o o la n t, and ev en the s e le c t io n of the p r o p e r p r e s e t cu ttin g to o l fo r e a c h o p e ra tio n . In o p e ra tin g m o s t co n v e n tio n al m ach in e to o ls u se d in the s m a ll lo t m a n u fa c tu re of m e ta l p a r t s , su ch m ach in e se tu p and c o n tro l co n d itio n s a r e la r g e l y d e te rm in e d and m a n u a lly a r r a n g e d by the o p e r a t o r . In a d d itio n , e x p e n siv e f i x t u r e s , j i g s , and te m p la t e s to h old the w o rk in p la c e and to guid e the cu ttin g to o l a r e n eed ed . 2 E x te n t of U se S till L im ite d N u m e r ic a l c o n tro l is s t ill in an e a r l y s t a g e of d e v e lo p m e n t and c o m m e r c ia l u se but the grow th r a te h a s i n c r e a s e d in r e c e n t y e a r s . A to ta l of 3 ,3 6 5 u n its w e re sh ip p ed by p r o d u c e r s to d o m e s tic u s e r s betw een the b egin n in g of 1954 and the end of 1963; but 64 p e r c e n t of th e s e w e re sh ip p e d in 1962 and 1963, and 611 (in clu din g a s m a ll n u m b e r fo r e x p o rt) m o r e w e re on o r d e r at the end of 1963. M e ta lw o rk in g I n d u s t r ie s A ffe c te d A bout 55 p e r c e n t of a ll n u m e r ic a lly c o n tr o lle d m a c h in e t o o ls w e re sh ip p ed to s i x m a jo r in d u s t r ie s e n g a g e d in s m a ll b a tch m e ta lw o rk in g p r o d u c tio n : a i r c r a f t , m e ta lw o rk in g m a c h in e r y , s p e c ia l in d u s t r ia l m a c h in e r y , g e n e r a l in d u s t r ia l m a c h in e r y , m ach in e sh o p , and c o n s tr u c tio n eq u ip m e n t. E v e r y m a jo r m e ta lw o rk in g in d u str y , h o w e v e r, h a s a t l e a s t one n u m e r ic a lly c o n tro lle d to o l. The m o to r v e h ic le s and p a r t s in d u s tr y , a r e ad op tin g in c r e a s in g ly th is tech n iq u e of m ach in in g to r e p la c e the c o s tly and tim e c o n su m in g m e th o d s of p ro d u c in g the l a r g e am ou n t of t o o ls , d i e s , and fix t u r e s n ee d ed in o p e ra tin g th e ir h ig h ly s p e c ia liz e d p ro d u c tio n m a c h in e s . F a v o r a b le P r o s p e c t s fo r R a p id D iffu sio n N u m e r ic a l c o n tro l i s lik e ly to be ad o p te d in c r e a s in g ly o v e r the n ext few y e a r s . The p r o p o r tio n of m ach in e t o o l s , 10 y e a r s o ld and o v e r , w hich m a y be fu lly d e p r e c ia t e d an d h en ce e c o n o m ic a lly r e p la c e a b le by n u m e r ic a lly c o n tro lle d u n its i s h igh th ro u gh o u t m e ta lw o rk in g . So m e in d u stry e x p e r t s f o r e s e e 12, 000 in s t a lla tio n s of n u m e r ic a l c o n tro l by 1967. E v e n th is o p ti m is t i c e s t im a t e , h o w e v e r, le a v e s N /C m a c h in e to o ls in a lim ite d s ta g e of u s e - - a b o u t 1 p e r c e n t of a ll m ac h in e to o ls p r e s e n t ly in s t a lle d . D iffu sio n i s b ein g sp e e d e d by i n c r e a s e d f a m i lia r i t y w ith the u s e of n u m e r ic a l c o n tro l and g r e a t e r k n ow ledge of it s e c o n o m ic a d v a n t a g e s , i n c r e a s e d o u tla y s fo r p lan t an d eq u ip m en t (p a r t ic u la r ly au to m a te d ) p lan n e d by m e ta lw o rk in g in d u s t r ie s , t a x p r o v is io n s fa v o r a b le to new in v e stm e n t, and the F e d e r a l G o v e rn m e n t’ s e n c o u r a g e m e n t of the u se of n u m e r ic a l c o n tro l in d e fe n se w o rk . T he high p r ic e of n u m e r ic a l c o n tro l r e la tiv e to co n v en tio n al eq u ip m e n t i s an o b s t a c le to i t s r a p id ad o p tio n e v e n though c a p it a l r e q u ir e m e n ts p e r unit of output a r e p r o b a b ly sig n ific a n tly lo w e r fo r n u m e r ic a l c o n tro l. A few s im p lif ie d , l e s s e x p e n siv e m o d e ls of s e v e r a l ty p e s of N /C m a c h in e s h av e b e c o m e a v a ila b le r e c e n tly , an d a s a l a r g e r v a r ie t y of m o d e ls a r e m a r k e te d th is m a y i n c r e a s e . R e d u c e d U nit L a b o r R e q u ir e m e n ts N u m e r ic a l c o n tro l m a k e s p o s s ib le s u b s t a n t ia l re d u c tio n in unit la b o r r e q u ir e m e n ts r e la tiv e to co n v e n tio n al m a c h in e t o o ls . The am ou n t d e p e n d s on the c o m p le x ity of the d e s ig n of the p a r t , n u m b e r of p a r t s p r o d u c e d , n u m b er and type of o p e r a t io n s , type of m a c h in e to o l (s) f o r m e r ly u s e d , e tc . So m e e x a m p le s d i s c lo s e d unit la b o r s a v in g s of 25 to 80 p e r c e n t o v e r c o n v en tio n al m e th o d s. Such s a v in g s r e s u lt fr o m m an y f a c t o r s - - o n e 3 n u m e r ic a lly c o n tro lle d to o l can r e p la c e s e v e r a l co n v e n tio n al to o ls and th e ir o p e r a t o r s , to o lin g and se tu p tim e i s re d u c e d b e c a u s e ta p e c o n tr o ls v ir tu a lly r e p la c e the u se of j i g s and f i x t u r e s , m ach in in g tim e i s sh o rte n e d sin c e the o p e r a to r no lo n g e r h a s to in te r r u p t the w o rk c y c le to r e a d ju s t the m ach in e o r to r e c h e c k the b lu e p rin t in fo rm a tio n , and tim e to r e p a ir r e j e c t s and in s p e c t p a r t s i s g r e a t ly re d u c e d b e c a u s e of the g r e a t e r c o n s is t e n c y of a c c u r a c y in r e p ro d u c tio n of p a r t s . A lthough m a in te n a n c e , p lan n in g , and p r o g ra m in g (which i s not in c u r r e d in co n v e n tio n al m ach in in g ) r e s u lt in in c r e a s e d m a n - h o u r s , th ey a r e u s u a lly m o r e th an o ffs e t by la b o r s a v in g s in the o th e r o p e r a tio n s . Im p o rta n t O p e ra tin g A d v a n ta g e s C o st s a v in g s on c e r t a in o p e r a t io n s , though u s u a lly d iffic u lt to d e te r m in e , a r e fre q u e n tly c ite d by u s e r s and p r o d u c e r s to ju s t if y n u m e r ic a l c o n tro l. S h o rten in g of le a d tim e in p ro d u c tio n i s p a r t i c u l a r ly a d v a n ta g e o u s , fo r e x a m p le , in a e r o s p a c e w o rk , b e c a u s e it a f f o r d s o p p o rtu n itie s to i n c o r p o r a te l a s t m in u te d e s ig n c h a n g e s in a f a s t ch an gin g fie ld . B e c a u s e of the g r e a t e r a c c u r a c y and fle x ib ility of n u m e r ic a l c o n tro l, p a r t s f o r m e r ly u n e c o n o m ic o r te c h n ic a lly im p r a c t ic a l to p ro d u c e a r e o ften f e a s i b le . F e w e r to o ls m e a n l e s s flo o r s p a c e n ee d e d , and s a v in g s in s t o r a g e s p a c e can be c o n s i d e r a b le sin c e sig n ific a n tly fe w e r j i g s and f ix t u r e s a r e n e e d e d . C h an g es in O c c u p a tio n a l P a t te r n A lthough o c c u p a tio n s n e c e s s a r y u n d er co n v e n tio n al m a c h in in g - p a r t d e s i g n e r s , m eth od p la n n e r s , to o lin g m e n , and m a c h in e -to o l o p e r a t o r s - a r e s t ill r e q u ir e d u n d er n u m e r ic a l c o n tro l, th e ir fu n c tio n s, r e la tiv e le v e l of s k ill r e q u ir e m e n t s , an d d e c isio n m a k in g r e s p o n s i b i l i t i e s ch an g e . M a in te n ance b e c o m e s m o r e im p o rta n t in t e r m s of s k ill r e q u ir e m e n ts and r e s p o n s i b ility . N u m e r ic a l c o n tro l r e q u ir e s a d d itio n a l k n ow ledge of s e r v o m e c h a n is m s , e l e c t r o n i c s , and n u m e r ic a l c o n tro l s y s t e m s - - a n d r e s p o n s ib ilit y fo r m u ch m o r e h ig h ly p r ic e d e q u ip m en t. M uch of the w o rk in d e v e lo p in g c o n tro l d a ta and in s tr u c tio n s by m a c h in e - to o l o p e r a t o r s and to o lin g m e n u n d er co n v e n tio n al te c h n iq u e s is t r a n s f e r r e d to the p lan n in g s ta g e and to p r o g r a m in g . The o p e r a to r of a co n v en tio n al m ach in e m u s t s e t up the m a c h in e , in clu d in g in d e x ing of ta b le o r w o r k p ie c e ; s e le c t in g the cu ttin g sp e e d and fe e d ; and a d ju s tin g the m ach in e s e ttin g s to a c h ie v e p a r t s p e c if ic a t io n s . U n der n u m e r ic a l c o n tro l, th e se d u tie s a r e a u to m a tic a lly c a r r i e d out by co d ed ta p e in s t r u c t io n s . The w ork of an o p e r a t o r of a n u m e r ic a lly c o n tro lle d m a c h in e to o l te n d s to b e c o m e m o n ito rin g o r w atch in g but w ith ad d ed r e s p o n s ib ilit y fo r m u ch m o r e c o s tly e q u ip m en t. N u m e r ic a l C o n tro l G e n e r a te s New T ra in in g N e e d s The t a s k s and s k i l l s a s s o c i a t e d w ith n u m e r ic a l c o n tro l r e q u ir e d e v e lo p m en t of new tr a in in g e f f o r t s , p a r t i c u l a r ly f o r jo b s in m ach in e o p e r a tio n , p r o g r a m in g , and m a in te n a n c e . It i s e s t im a t e d th at m o r e th an 50, 000 p e r s o n s w ill h av e h ad to be tr a in e d b etw een the end of 1963 and 1967. Some Major Steps In Numerical Control Machining Design and Drawing of Part Programing and Preparation of Control Tape Combining Control Tape and Machine / Ope rator Starts Automatic O pe ra tio n of a Numerically Controlled Drilling and Milling Machine 5 C o n v en tio n al m ach in in g w o r k e r s r e q u ir e s p e c if ic r e t r a in in g , but a r e g e n e r a lly r e a d ily t r a n s f e r a b le to r e la te d jo b s u n d er n u m e r ic a l c o n tro l. T ra in in g p r o g r a m s a lr e a d y u n d erw ay u s u a lly p ro v id e f o r m a l c l a s s r o o m in stru c tio n at co m p an y e x p e n se and o n - th e -jo b tr a in in g fo r p r o g r a m in g and m a in te n a n c e ; o n - th e -jo b tra in in g alo n e i s g e n e r a lly c o n s id e r e d su ffic ie n t fo r o p e r a t o r s . The len gth of c la s s r o o m tra in in g fo r p r o g r a m e r s w ith a s k ille d know ledge of m a c h in in g , and fo r m a in te n a n c e m en w ith co n v en tio n al m a in t e nance s k il l s and so m e kn ow ledge of e le c t r o n ic s i s u s u a lly l e s s than 5 w e e k s. The o n -th e -jo b tra in in g fo r th e se two jo b s m a y v a r y fr o m 3 w e e k s to 6 m o n th s. A m a c h in e -to o l o p e r a t o r u s u a lly le a r n s to o p e r a te a n u m e r ic a lly c o n tro lle d to o l in a few w e e k s. N eed fo r C h an g es in T ra in in g P r o g r a m s W hile p r o d u c e r s and u s e r s of eq u ip m en t a r e c u r r e n tly the p r in c ip a l s o u r c e s of t r a in in g , in s tr u c tio n in n u m e r ic a l c o n tro l co u ld be in c o r p o r a te d into the c u r r ic u lu m s of v o c a tio n a l s c h o o ls , a p p r e n tic e s h ip p r o g r a m s , t e c h n ic a l in s t it u t e s , and o th er in stitu tio n s fr o m w hich m ach in in g w o r k e r s le a r n th e ir s k i l l s . E x a m p le s of tra in in g p r o g r a m s a lr e a d y p r o v id e d by a g o v e r n m en t in s t a lla tio n , a S ta te b o a r d of e d u c a tio n , and a p r o f e s s io n a l s o c ie ty p oin t up the v a r ie t y of p o s s ib le a p p r o a c h e s . S ig n ific a n c e of N u m e r ic a l C g n tro l to M e ta lw o rk in g I n d u s t r ie s S in ce th r e e - fo u r th s of a ll m e ta lw o rk in g p ro d u c tio n i s e s t im a t e d by in d u str y e x p e r t s to c o n s is t of lo ts n u m b e rin g l e s s than 50 p i e c e s , the e m p lo y m en t and o th er e c o n o m ic im p a c ts of n u m e r ic a l c o n tro l co u ld be qu ite s i g n i fic a n t. M e ta lw o rk in g in d u s t r ie s - -o rd n a n c e , f a b r ic a t e d m e ta l p r o d u c t s , m a c h in e r y , e l e c t r i c a l m a c h in e r y , t r a n s p o r t a tio n e q u ip m e n t, in s tr u m e n ts and r e la te d p ro d u c t p r o d u c e r s - -e m p lo y e d 6. 6 m illio n p e r s o n s in 1964, a c co u n tin g fo r c lo s e to tw o -fifth s of to ta l m a n u fa c tu rin g e m p lo y m e n t in the U nited S t a t e s . The w o r k e r s m o s t d ir e c t ly a ffe c te d by the in tro d u c tio n of n u m e r ic a l c o n tro l w ill be 1. 1 m illio n m ach in in g w o r k e r s (in a l l s e c t o r s of m a n u fa c tu rin g and n o n m an u factu rin g ) w ho, in e a r l y 1963, w e re e m p lo y e d a s a ll- r o u n d m a c h in is t s , m a c h in e -to o l o p e r a t o r s , to o l and die m a k e r s , i n s t r u m en t m a k e r s , and se tu p and lay o u t m e n . P o s s i b l e E m p lo y m e n t C h a n g e s in So m e M ach in in g O c c u p a tio n s G row th in em p lo y m en t in e a c h m ac h in in g o c c u p a tio n co u ld be slo w e d by w id e s p r e a d u se of n u m e r ic a l c o n tro l. The exte n t of the im p a c t w ould depen d on how f a s t in d u str y ad o p ts th is new te ch n o lo g y ; and so m e o c c u p a tio n s a r e lik e ly to be a ffe c te d m o r e th an o t h e r s . E m p lo y m e n t of m a c h in e -to o l o p e r a t o r s i s p a r t i c u la r ly s e n s it iv e to ch an ge and lik e ly to be c u r t a ile d . M a c h in ists and in stru m e n t m a k e r s - - m a n y of w hom w o rk in r e p a i r sh o p s and r e s e a r c h an d d e v e lo p m e n t la b o r a t o r ie s - - w h e r e n u m e r ic a l c o n tro l i s not lik e ly to be u se d e x t e n s iv e ly - - m a y not e x p e r ie n c e an y s e r io u s c u rta ilm e n t in e m p lo y m e n t. H igh ly s k ille d c r a f t s m e n , su ch a s t o o lm a k e r s and se tu p m e n , a r e lik e ly to be a ffe c te d a d v e r s e ly sin c e fe w e r j i g s , f ix t u r e s , and 6 m a c h in e se tu p s w ill be r e q u ir e d . The net e ffe c t on the em p lo y m e n t of the v a r io u s o c c u p a tio n s w ill depend on a n u m b er of f a c t o r s in clu d in g the fu tu re l e v e ls of m e ta lw o rk in g output, the ch an gin g unit la b o r r e q u ir e m e n ts m a d e p o s s ib le by n u m e r ic a l c o n tro l, and the e x ten t to w hich d ise m p lo y e d w o r k e r s can be u tiliz e d in o th er o c c u p a tio n s in the in d u s tr y . F o r e x a m p le , d e c lin e in the le v e l o f em p lo y m en t of s k ille d m a c h in e - to o l o p e r a t o r s and t o o lm a k e r s co u ld be p a r t ia lly o ffs e t by the d em an d fo r p r o g r a m e r s . E m p lo y m e n t Im p a c t D ep en d s on E c o n o m ic G row th R e d u c e d la b o r r e q u ir e m e n ts p e r unit of output m ad e p o s s ib le by n u m e r ic a l c o n tro l co u ld r e s u lt in d e c r e a s e d e m p lo y m e n t if the output of m e ta lw o rk in g p la n ts and in d u s t r ie s i s d e c lin in g , c o n sta n t, o r in c r e a s in g r e la t iv e ly slo w ly . In p la n ts and in d u s t r ie s w h e re output i s e x p a n d in g , n u m e r ic a l c o n tro l co u ld slo w the grow th of e m p lo y m e n t. The im p a c t of n u m e r ic a l c o n tro l m a y f a ll m o r e h e a v ily on m a r g in a l p la n ts w hich do not in tro d u c e n u m e r ic a lly c o n tro lle d m ach in e to o ls and m a y be u n ab le to c o m p e te w ith the m o r e a u to m a te d m e ta lw o rk in g p la n t s . E m p lo y m e n t am o n g p r o d u c e r s of e le c tr o n ic c o n tro l s y s t e m s m a y e xp an d b e c a u s e of s a l e s in c r e a s e s in d u ced by the e m e r g e n c e of n u m e r ic a l c o n tro l. B e c a u s e of the p r o b a b le d e c r e a s in g d em an d fo r co n v e n tio n al m a c h in e t o o ls , the net r e s u lt of the e m e r g e n c e of n u m e r ic a l c o n tro l on fu tu re e m p lo y m e n t in the m ach in e to o l in d u str y i s d iffic u lt to d e te r m in e . L a b o r - M a n a g e m e n t A d ju stm e n ts M ay be N e e d e d C h a n g e s in m a n u fa c tu rin g p r a c t i c e s ste m m in g fr o m w iden in g in t r o d u ctio n of n u m e r ic a lly c o n tro lle d m ach in e t o o ls m a y p o s e a v a r ie t y of q u e s tio n s fo r c o lle c tiv e b a r g a in in g , n o tab ly d e te r m in a tio n of w ag e le v e ls and w ag e c r i t e r i a fo r new jo b s , n e c e s s a r y r e v is io n s in in c e n tiv e p la n s , j u r i s d ic tio n a l p r o b le m s , and m e a n s and s t a n d a r d s of s e le c t io n of p e r s o n n e l fo r new jo b s . A s the d iffu sio n of n u m e r ic a l c o n tro l a f f e c t s w id e r a r e a s of e m p lo y m e n t, u n io n s and m a n a g e m e n t m a y fin d it n e c e s s a r y to g iv e g r e a t e r a tte n tio n to m e a s u r e s fo r ad v a n c e n o tice and p r e p a r a t io n ; fo r av o id in g l a y o f f s ; fo r e a s in g the b u rd e n of d is p la c e m e n t; and fo r fa c ilita t in g new e m p lo y m e n t. 7 Chapter 1. Introduction M etalw o rk in g in d u s t r ie s em p lo y e d 6 .6 m illio n p e r s o n s in 1964 o r about 38 p e r c e n t of to ta l em p lo y m en t in m a n u fa c tu rin g in the U n ited S t a t e s . O v er 70, 000 p la n ts in th e se in d u s t r ie s p ro d u c e d the c o n s u m e r and p r o d u c e r d u ra b le g o o d s th at c h a r a c t e r iz e a h igh ly in d u s t r ia liz e d eco n o m y . T he b a s i s of m e ta lw o rk in g tech n o lo g y i s o v e r 2. 1 m illio n m a c h in e t o o ls . B e c a u s e they a r e b a s i c in the re p ro d u c tio n of t h e m s e lv e s and the p ro d u c tio n of a ll o th e r m a c h in e r y - - f r o m te x tile lo o m s to t u r b in e s - - m a c h in e to o ls a r e d e s c r ib e d a s " m a s t e r t o o l s " of the eco n o m y . In th is stu d y , the te r m "m e ta lw o r k in g i n d u s t r i e s " is u s e d to c a t e g o r iz e th o se in d u s t r ie s w h ere m e ta lc u ttin g o p e r a tio n s a r e b a s i c to the p ro d u c tio n tech n o lo g y of the p r im a r y end p r o d u c t s . E s s e n t i a l l y , the t e r m in c lu d e s the fo llo w in g s ix m a jo r S ta n d a rd I n d u s tr ia l C la s s if ic a t io n in d u s t r i e s : O rd n an ce and a c c e s s o r i e s (SIC 19); f a b r ic a t e d m e ta l p r o d u c ts (SIC 34); m a c h in e r y , e x c e p t e le c t r i c a l (SIC 35); e l e c t r i c a l m a c h in e ry (SIC 36); t r a n s p o r t a tio n eq u ip m en t (SIC 37); and in s tr u m e n ts and r e la te d p r o d u c ts (SIC 38). A few o th e r in d u s t r ie s , su ch a s p r i m a r y m e t a ls (SIC 33), w h ere m e ta lc u ttin g o p e r a tio n s a r e p r e s e n t but a r e not p r im a r y to o v e r a ll a c tiv ity a r e in clu d ed in so m e of the d a ta and a n a l y s e s . E v o lu tio n of M ach in e T o o ls The ev o lu tio n of m a c h in e to o ls b e g a n in the f i r s t d a y s of the In d u s t r i a l R ev o lu tio n . T he " A m e r ic a n S y s te m of In te rc h a n g e a b le P a r t s M a n u fa c t u r e " - - t h e p r in c ip le of a ll m a s s p r o d u c tio n - - w a s u s h e r e d in by su ch d e v e lo p m e n ts a s E li W hitney’s j i g s , f ix t u r e s , and m illin g m a c h in e by w hich o p e ra tin g and c o n tro l fu n c tio n s w e re t r a n s f e r r e d fr o m the s k ille d h an d ic r a ftm e n to the m a c h in e to o l and sig n ific a n t im p ro v e m e n ts in p r e c is io n of o p e ra tio n w e re a c h e iv e d . T he " A m e r ic a n S y s te m , " so o n ad o p ted by in d u stry u n iv e r s a lly , m a k e s it p o s s i b le to p ro d u c e a s p e c if ic p a r t of a m a c h in e , in la r g e n u m b e r s , e a c h p a r t so p r e c i s e l y lik e the o th e r th at any one p a r t can b e f r e e ly u se d in a s s e m b ly of the fin a l p ro d u c t. F i r s t u s e d in m ak in g m u s k e ts and r e v o lv e r s , the m eth o d w a s exten d ed in the f i r s t h a lf of the 19th C en tu ry to the m ak in g of c lo c k s , fa r m m a c h in e ry , sew in g m a c h in e s , and o th e r d u ra b le g o o d s. T he la t t e r h a lf of the 19th C en tu ry sa w the in tro d u c tio n of a w ide ra n g e of s p e c i a l t o o ls . A v a r ie t y of to o ls w e re d e s ig n e d to p e r f o r m one o r m o r e of the fiv e b a s i c a r t s of m e t a lc u t t in g - - d r illin g , tu rn in g , m illin g , g r in d in g, and p la n in g . The in tro d u c tio n of h y d r a u lic , p n e u m a tic and e le c t r i c c o n t r o l s led to g r e a t e r d e g r e e of a u to m a tic o p e r a tio n . A k ey a d v a n ce w as the u s e of in d iv id u a l e le c t r ic m o t o r s in p la c e of the b e lt, s h a ft, and s t e a m e n g in e s. S p e e d s, fe e d s , h o r se p o w e r , and a u x ilia r y eq u ip m en t su ch a s c a r b id e tip p e d cuttin g to o ls w e re c o n tin u a lly im p ro v e d . 8 L a r g e ly b e c a u s e of su ch c u m u la tiv e d e v e lo p m e n ts, m a c h in e to o l p ro d u c tiv ity h a s in c r e a s e d s t e a d ily . F o r e x a m p le , s tu d ie s co n d u cted by A m e r ic a n M a c h in ist found m a c h in e to o ls of 1958 d e s ig n to b e , on the a v e r a g e , 54 p e r c e n t m o r e p ro d u c tiv e (output p e r m a c h in e h o u r) than th o se d e sig n e d 10 y e a r s e a r l i e r . And 1950 m o d e ls w e re found to show a 4 0 p e r c e n t im p ro v e m e n t o v e r th o se p ro d u c e d in 1940. P r e s e n t T re n d T o w a rd A u to m atio n T he w o rd "a u to m a tio n ” w as co in ed in 1946 to d e s c r i b e h igh ly a u to m a tic p ro d u c tio n te c h n iq u e s f i r s t in tro d u c e d in the m a s s p ro d u c tio n of a u to m o b ile p a r t s . T h is d e v e lo p m e n t c o n s is t s e s s e n t i a l l y of the in te g r a tio n of m a c h in e to o ls w ith one an o th e r by c o n v e y o rs to e n a b le the a u to m a tic p r o c e s s in g and h an d lin g of a w o rk p ie c e in, b etw e e n , and out of the m a c h in e s. Su ch t r a n s f e r lin e s , w hich a r e u s e d to p e r f o r m s c o r e s of d iffe r e n t m ac h in in g o p e r a tio n s on a p a r t w ith a m in im u m of h u m an a s s i s t a n c e , h av e b e e n in tro d u c e d into m an y m e ta lw o rk in g p la n ts p ro d u c in g on a m a s s p r o d u ction b a s i s . Im p ro v e m e n ts in m a c h in e - to o l te ch n o lo g y c le a r ly h av e f a r - r e a c h in g im p lic a t io n s , not only b e c a u s e of the l a r g e n u m b e r of w o r k e r s w h o se e m p lo y m e n t m a y b e d ir e c t ly a ffe c te d , bu t a l s o b e c a u s e of the stim u lu s to m e c h a n iz a tio n th at cou ld co m e e v e n tu ally fr o m c o s t s a v in g s in p ro d u c in g in d u s t r ia l m a c h in e r y . C h e a p e r m a c h in e r y cou ld u ltim a te ly c r e a t e o p p o r tu n itie s fo r a f a s t e r p a c e of te c h n o lo g ic a l ch an ge and fo r g r e a t e r p r o d u c tiv ity in m an y s e c t o r s of the eco n o m y . N u m e r ic a l c o n tro l r e p r e s e n t s the l a t e s t m a jo r d e v e lo p m e n t in m ak in g m ach in in g m o r e a u to m a tic . U se d p r i m a r i l y fo r a u to m a tic a lly p ro d u c in g p a r t s in s m a ll q u a n titie s, th is in n ov atio n d ra w s on a d v a n c e s in e le c t r o n ic s th at h av e d e v e lo p e d out of p o s tw a r r e s e a r c h and d e v e lo p m e n t. T he n a tu re of th is in n o v atio n , the exten t of p r e s e n t and p r o s p e c t s fo r fu tu re u s a g e , and so m e of it s p r o b a b le im p lic a t io n s fo r p ro d u c tiv ity , o c c u p a tio n s, t r a in in g , em p lo y m en t and in d u s t r ia l r e la tio n s a r e c o v e r e d in su b se q u e n t c h a p te r s of th is stu d y . 9 Chapter 2. Numerical Control in Machine-Tool Technology N u m e r ic a l c o n tro l o f m ac h in e to o ls is a tech n iq u e of a u to m a tic o p e r ation by m e a n s o f n u m e r ic a l in str u c tio n s e x p r e s s e d in co d e. T h e se i n s t r u c tio n s o r p r o g r a m a r e p r e p a r e d in ad v a n c e . R e c o r d e d on punch ed c a r d s , m a g n etic o r p a p e r t a p e s , th e se coded in str u c tio n s can c o n tro l the se q u e n c e o f m ach in in g o p e r a tio n s ; m a c h in e p o s it io n s ; sp e e d , d is ta n c e and d ir e c tio n of m o v e m en t of the to o l o r w o r k p ie c e ; flow of co o la n t; and even the s e le c tio n of the p r o p e r p r e s e t cu ttin g to o l fo r each o p e ra tio n . The ta p e s a r e p la c e d on a c o n tro l u n it - - a s y s t e m o f e le c tr o n ic in te r p r e tin g d e v ic e s . When the con to l unit is a c tiv ita te d , it can d r iv e the m ac h in e to o l th ro u gh the p r o g r a m e d o p e r a tio n s and m o v e m e n ts w ithout any h um an in te rv e n tio n . The m ac h in e o p e r a t o r 1s r o le is lim ite d la r g e ly to s t a r t in g , sto p p in g , lo ad in g and u n lo ad in g , and o b s e r v in g the to o l. The o p e r a t o r can ch an ge in s tr u c tio n s e a s i l y a f t e r e a c h jo b by r e p la c in g the r o ll o f tap e on the c o n tro l unit w ith an o th e r, co n tain in g a d iffe r e n t p r o g r a m . R e la tio n to C o n v en tio n al M ach in e T o o ls N u m e r ic a l c o n tro l can be b e s t u n d e rsto o d by c o m p a r is o n w ith the two co n v e n tio n al ty p e s o f c o n tro l g e n e r a lly u se d in the o p e ra tio n o f m a c h in e t o o ls . In g e n e r a l p u r p o s e m ach in e t o o ls - - th e m o s t co m m o n t y p e - - in s t r u c t io n s abou t d ir e c tio n , sp e e d , and d is ta n c e the to o l m u s t t r a v e l in cu ttin g a p a r t i c u l a r p a r t a r e e s t a b lis h e d m a n u a lly by an o p e r a to r who r e a r r a n g e s v a r io u s e le m e n ts su c h a s c a m s , b a r s , and se q u e n c in g and c y c le t im e r s a c c o r d in g to the n e e d s of a p a r t i c u la r jo b . The m a c h in e o p e r a to r c o n su lts b lu e p rin ts and o th e r d a ta to g e t h is in s t r u c t io n s . In the seco n d ty p e - -th e s p e c ia liz e d m a c h in e t o o l- - in s t r u c tio n s ab ou t se q u e n c in g , p o sitio n in g , and to o l t r a v e l a r e b u ilt into the m a c h in e th ro u g h m e c h a n i c a l- e le c t r ic a l d e v ic e s but th e s e a r e r e s t r i c t e d to a fix e d s e t of o p e r a tio n s fo r m a s s p ro d u c tio n of p a r t s of one s p e c if ic d e sig n . T h is type of c o n tro l i s found in ty p e s o f s p e c ia liz e d a u to m a tic m a c h in e to o ls u se d fo r m a k in g long ru n s o f the s a m e ite m . T h is se c o n d type of c o n tro l a l s o r e s u l t s in a high d e g r e e of a u to m a tic o p e ra tio n . B oth co n v en tio n al s y s t e m s r e q u ir e a c o n s id e r a b le tim e (c o m p a r e d to n u m e r ic a l c o n tro l, a s w ill be show n la t e r ) fo r se ttin g up the c o n tro ls and m a k in g e x p e n siv e to o lin g su c h a s t e m p la t e s , ji g s * and f ix t u r e s to g u id e the cu ttin g to o l in it s o p e ra tio n . In ad d itio n , o p e ra tio n o f co n v e n tio n al m ac h in e to o ls d o e s not a c h ie v e the high d e g r e e of c o o rd in a tio n and p r e c is io n in h e re n t in n u m e r ic a l c o n tro l. D e v e lo p m e n t o f N u m e r ic a l C o n tro l R e s e a r c h and d e v e lo p m e n t on n u m e r ic a l c o n tro l-- w h ic h got u n d e r w ay a f t e r 1 9 4 7 - -w a s a c c e le r a t e d by the n eed o f the a i r c r a f t in d u str y fo r new m ac h in in g te c h n iq u e s th at could p ro d u c e the m an y in t r ic a t e ly d e sig n e d p a r t s o f h ig h -sp e e d p la n e s c h e a p e r , f a s t e r , and m o r e a c c u r a t e ly than w as p o s s ib le w ith co n v en tio n al te c h n iq u e s. A d v a n c e s in c o m m u n ica tio n e n g in e e rin g , s e r v o m e c h a n is m s and e le c t r o n ic s , p e r fe c te d d u rin g W orld W ar II fo r d ir e c tin g 10 a n t ia ir c r a f t f i r e , p ro v id e d the b a s i s fo r m ak in g n u m e r ic a l c o n tro l te c h n ic a lly p r a c t ic a b le . E a r ly d e v e lo p m e n ta l w ork on th is in n ov atio n w as c a r r i e d fo rw a rd th ro u gh jo in t r e s e a r c h e ffo r ts o f u n iv e r s i t i e s , the A ir F o r c e ,a n d a i r c r a f t in d u s tr y . An in it ia l stu d y w as con du cted in 1948 by a s m a l l a ir p la n e p a r t s m a n u f a c t u r e r u n d er a c o n tr a c t fo r the U .S . A ir F o r c e . L a t e r the M a s s a c h u s e t t s In stitu te of T e ch n o lo g y u n d erto o k an e x te n siv e A ir F o r c e s p o n s o r e d p r o je c t and by the f a l l o f 1952, M IT e n g in e e r s and s c i e n t i s t s had s u c c e s s f u l l y d e v e lo p e d the f i r s t n u m e r ic a lly c o n tro lle d m illin g m a c h in e , e s t a b lis h in g the co n cep t of n u m e r ic a l c o n tro l p r a c t ic a b le fo r in d u s t r ia l u s e . R e fin e m e n t o f p r in c ip le s and te c h n iq u e s w as con tin ued at M IT and begun by n u m e ro u s m a c h in e to o l b u ild e r s and p r o d u c e r s o f e le c tr o n ic c o n tro l and c o m p u te r e q u ip m en t. In 1955, the f i r s t few c o m m e r c ia l m o d e ls of n u m e r ic a lly c o n tro lle d m a c h in e to o ls w e re d is p la y e d at the N a tio n a l M ach in e T o o l Show and p la c e d into f a c t o r i e s fo r o p e r a tio n a l u s e . B y 1957, n u m e r ic a lly c o n tro lle d m a c h in e to o ls w e re in s t a lle d and u se d in p ro d u c tio n in v a r io u s A ir F o r c e c o n tr a c to r p la n ts lo c a te d a c r o s s the co u n try , p ro v id in g an im p o rta n t im p e tu s to in d u s t r ia l a p p lic a tio n . S in c e th e ir c o m m e r c ia l in tro d u ctio n , r e s e a r c h and d e v e lo p m e n t h av e ad v a n ce d n u m e r ic a l c o n tro l sig n ific a n tly . R e lia b ility of c o n tro l co m p o n en ts h a s b een i n c r e a s e d , s p e c ia l s y s t e m s fo r a v a r ie t y o f s p e c if ic m a c h in e a p p li c a tio n s h ave b een d e v is e d , and a w ide ra n g e o f c o m p e tin g s y s t e m s fe a tu r in g v a r y in g c o m b in a tio n s of e le c t r o n ic , e l e c t r i c a l , h y d r a u lic , o p tic a l, p n e u m a tic , and m e c h a n ic a l c o n tro l d e v ic e s h ave b een m a d e a v a ila b le to c h o o se fr o m . A t the p r e s e n t tim e , m o r e than 40 d iffe r e n t n u m e r ic a l c p n tro l s y s t e m s a r e a v a ila b le . Two T y p e s o f N u m e r ic a l C o n tro l N u m e r ic a l c o n tro l s y s t e m s a r e c l a s s i f i e d u n d e r two b a s i c fu n c tio n a l ty p e s - -p o sitio n in g and continuous p ath . P o sitio n in g s y s t e m s a r e u se d to co n to l m a c h in e to o ls su c h a s the d r ill and ji g b o r e r w hich p e r f o r m o p e r a tio n s only a t s p e c ifie d p o in ts on a w o rk p ie c e . In d r illin g , fo r e x a m p le , the d r i l l sp in d le is p o sitio n e d at a s in g le s p e c if ic p o in t; the p r o p e r d r i l l s i z e , s p e e d and feed s e le c t e d ; the d r i l l ad v a n ced to cut a h ole to the p r o p e r depth; w ith draw n when c o m p le te d ; and r e p o sitio n e d to cut at the n ex t p o in t o f w o rk . C o m p ila tio n of the r e q u ir e d in s tr u c tio n s fo r o p e ra tio n o f a p o sitio n in g s y s t e m - - p r o g r a m in g - can a lm o s t a lw a y s be e a s i l y p e r fo r m e d b y a p r o g r a m e r with on ly the aid o f a m a n u a l d e s k c a lc u la t o r . The co n tin u o u s p ath s y s t e m i s u s e d to c o n tro l su c h m a c h in e to o ls a s the lath e and m illin g m a c h in e . Such to o ls re m o v e m e t a l co n tin u o u sly o v e r the s u r f a c e o f a w o rk p ie c e a s in m illin g a p r o p e lle r b la d e . The p ro b le m is to c o n tro l co n tin u o u sly a cu ttin g to o l w hich r e q u ir e s fre q u e n t ch an g e s in m o v e m en t alo n g two o r m o r e m a c h in e a x e s s im u lta n e o u sly and is in c o n sta n t c o n ta c t w ith the w o r k p ie c e . The con tin uous p ath s y s t e m is m o r e c o m p le x and r e q u ir e s a f a r g r e a t e r input o f d e ta ile d in s tr u c tio n a l in fo rm a tio n than a p o sitio n in g s y s t e m . A lthough d ir e c t p r o g r a m in g w ith a d e s k c a lc u la t o r i s a l s o p o s s i b l e fo r 11 While o pe rat or monitors, a tape automatically controls a: DRI LLIN G M A C H I N E E N G I N E LATHE MILLING MACHINE 12 con tin uous p ath s y s t e m s , it would be too tim e co n su m in g fo r p r a c t i c a l u s e of the s y s t e m . T h e r e fo r e , the u se of an e le c tr o n ic c o m p u te r h as b e c o m e p r a c t ic a lly in d is p e n s ib le a s a co m p u tin g to o l fo r the p r o g r a m e r p r e p a r in g i n s t r u c tio n s fo r m ac h in e to o ls c o n tro lle d by a con tin u ou s p ath s y s t e m . F u tu r e D ir e c tio n s o f N u m e r ic a l C o n tro l The s ig n ific a n c e of n u m e r ic a l c o n tro l li e s in the p o s s i b il i t y of it s b e c o m in g a m a jo r m e a n s of m a k in g m o r e a u to m a tic the p ro d u c tio n of ite m s that a r e m a n u fa c tu re d in s m a ll b a tc h e s r a th e r than on a m a s s - p r o d u c t io n b a s i s . S in c e in d u str y e x p e r t s e s t im a t e that abou t th r e e - fo u r th s of a l l m e ta lw o rk in g p ro d u c tio n c o n s is t s o f ite m s m a n u fa c tu re d in q u a n titie s of l e s s than 50 p i e c e s , the e c o n o m ic im p a c t of n u m e r ic a lly c o n tro lle d m ach in in g cou ld be qu ite s i g n i f ic a n t. Su ch jo b b in g p ro d u c tio n is co m m o n to a ll s i z e s o f f i r m s - - f r o m s m a l l m a c h in e sh o p s em p lo y in g only a few p e r s o n s to the l a r g e p la n ts em p lo y in g th o u san d s of w o r k e r s . M o r e o v e r , even th o se f ir m s w hich p ro d u c e p r i m a r i l y on a m a s s - p r o d u c t io n b a s i s a ls o h ave n u m e ro u s d e p a r tm e n ts e n g a g e d in jo b b in g p ro d u c tio n . C u r r e n t r e s e a r c h and d e v e lo p m e n t a r e d ir e c te d to ad v a n c in g n u m e r ic a l c o n tro l to the m o s t a u to m a tic , u n iv e r s a l, and fle x ib le type p o s s i b l e . The fu tu re m a y s e e , fo r e x a m p le , m o r e eq u ip m en t fe a tu r in g na d a p tiv e c o n tr o l” - - a c o n tro l re fin e m e n t that co m b in e s a u to m a tic m a c h in in g w ith c o n sta n t m o n ito rin g of the r e s u l t s . T h is co n cep t p e r m it s a co n tin u o u sly a u to m a tic a d ju stm e n t o f the m a c h in e and p r o g r a m e d fe e d s , sp e e d s o r o th e r in s tr u c tio n s to c o m p e n sa te fo r su c h u n c o n tr o lla b le f a c t o r s a s v ib r a tio n s , c u ttin g -to o l w e a r , and t e m p e r a tu re c h a n g e s. A n o th er in c r e a s in g ly im p o rta n t d e v e lo p m e n t is nthe m ach in in g c e n te r , ,! a l s o c a lle d m u ltio p e r a tio n m a c h in e , c a p a b le o f p e r fo r m in g a n u m b e r o f o p e r a tio n s in m a c h in in g a w hole p a r t u n d er n u m e r ic a l c o n tro l. A n u m b e r of m a ch in ing c e n te r s a r e a lr e a d y on the m a r k e t and in o p e ra tio n . Su ch m a c h in e s a r e e x p e c te d to b e c o m e a v a ila b le in v a r io u s s i z e s and c a p a b ilit ie s . Som e m a c h in in g c e n te r s can be c o m p le te m a c h in e sh o p s in t h e m s e lv e s . F u r t h e r im p o rta n t a d v a n c e s, th ro u gh the u s e o f the c o m p u te r, a r e a l s o b ein g m a d e to w ard s i m p le r , f a s t e r , and m o r e a u to m a tic p r e p a r a t io n o f the m a c h in e in s t r u c t io n s and c o n tro l ta p e s th at co m m an d the m a c h in e . C o m p u te r a s s i s t e d p r o g r a m in g c o n s is t s e s s e n t i a l l y of a s p e c ia lly d e v is e d sy m b o lic la n g u a g e c a p a b le o f t r a n s m ittin g a b r ie f , s im p le d e s c r ip t io n o f the m a c h in in g o p e r a tio n s and sh a p e o f the w o rk p ie c e to a c o m p u te r. In tu rn , the c o m p u te r c a lc u la t e s and t r a n s l a t e s th e se b r ie f d ir e c tio n s into the d e ta ile d m ac h in e in s t r u c t io n s and co ded la n g u a g e o f the c o n tro l ta p e . C o m p u te riz e d p r o g r a m in g h as b e c o m e e s s e n t i a l in the a p p lic a tio n s o f the con tin u ou s p ath type of n u m e r i c a l c o n tro l w h ere m a n u a l p r o g r a m in g p r o v e s too slo w , tim e con su m in g^an d u n e co n o m ic. Its u s e , h o w e v e r, h a s b een exten d ed to the l e s s c o m p le x p o sitio n in g type of n u m e r ic a l c o n tro l. T he c u r r e n t ad v a n c e d s t a t e o f a u to m a tic p r o g r a m in g h as b e e n due in l a r g e m e a s u r e to the con tin uin g e ffo r ts o f the u s e r s and p r o d u c e r s of the n u m e r ic a lly c o n tro lle d m a c h in e to o l and c o m p u te r. A t the p r e s e n t tim e , 13 n u m e ro u s s y s t e m s a r e a v a ila b le , in clu d in g the w e ll ad v a n ce d and w id ely u se d A u to m a tic a lly P r o g r a m m e d T o o l S y ste m (A P T ), la r g e l y d e v e lo p e d by the A e r o s p a c e I n d u s t r ie s A s s o c ia t io n on the b a s i s of e a r l i e r w o rk s t a r t e d at M IT u n d er c o n tr a c t to the U. S. A ir F o r c e . The p o s s i b ili t y o f exten d in g the p r in c ip le o f n u m e r ic a l c o n tro l to o th e r ty p e s o f p ro d u c tio n m a c h in e r y i s a ls o b ein g t e s te d . O p e ra tio n s m o s t fre q u e n tly m en tio n ed a s a lr e a d y b ein g s u c c e s s f u l l y ad ap te d to th is type o f c o n tro l in clu d e d r a ftin g , a s s e m b ly in g , riv e tin g , w eld in g, in s p e c tin g , t e s tin g , tube fo rm in g , m o ld in g , w ire w rap p in g , and s t e e l ro llin g . In th e se a p p lic a tio n s , ta p e s o r c a r d s , on w hich n u m e r ic a l d a ta about the d im e n s io n s , se q u e n c e and tim in g o f o p e ra tio n s a r e r e c o r d e d , a r e u se d to c o n tro l p ro d u c tio n equ ip m en t. N u m e r ic a l c o n tro l thus h as fa r - r e a c h in g im p lic a tio n s fo r o th e r o p e ra tio n s in m e ta lw o rk in g and fo r o th er in d u s t r ie s . 15 Chapter 3. Status of Numerical Control Applications N u m e r i c a l l y c o n t r o lle d m a c h in e t o o ls a r e u s e d at p r e s e n t only to a lim it e d exten t. T h ey a r e bein g a c c e p t e d i n c r e a s i n g l y , h o w e v e r, a s a p r a c t i c a l m e th o d in m e ta lw o r k in g i n d u s t r i e s . N u m b e r Sh ip p ed A lthough the n u m b e r of n u m e r i c a ll y c o n t r o lle d t o o ls i s s t il l r e l a tiv e ly s m a l l - - l e s s than 1 p e r c e n t of the t o ta l n u m b e r of m a c h in e t o o ls i n s t a l l e d - - t h e n u m b e r i n c r e a s e d m a r k e d l y in r e c e n t y e a r s . A p p r o x im a t e ly 64 p e r c e n t of the to ta l w a s sh ip p e d in 1962 and 1963. The n u m b e r of a l l t y p e s , sh ip p e d to d o m e s t i c u s e r s betw een J a n u a r y 1954 (the f i r s t y e a r of c o m m e r c i a l p ro to ty p e u s a g e ) to D e c e m b e r 31, 1963, t o t a lle d 3 ,3 6 5 . (See ta b le 1 .) An a d d itio n a l 611 u n its w e re r e p o r t e d on o r d e r , includin g a s m a l l n u m b e r f o r e x p o r t. T h e s e f i g u r e s w e re r e p o r t e d to the D e p a r tm e n t of C o m m e r c e by m e ta lw o r k in g equ ip m en t p r o d u c e r s . A to ta l of 60 c o m p a n ie s r e p o r te d s h ip m e n ts of n u m e r i c a l l y c o n t r o lle d equ ip m en t in 1963. In the A m e r i c a n M a c h in is t 1962 s u r v e y of a n atio n al in v e n to ry of m a c h in e t o o l s , about 4. 5 p e r c e n t of a l l c o m p a n ie s r e s p o n d in g r e p o r t e d h a v ing n u m e r i c a l c o n t r o l, c o m p a r e d to 1. 5 p e r c e n t in a s m a l l study m a d e in I 960. T a b le 1. D o m e s t i c S h ip m e n ts of N u m e r ic a l l y C o n tr o lle d M ach in e T o o l s , S e l e c t e d Y e a r s 1954-63 P erio d T o t a l , 1 9 5 4 -6 3 _______ 1 9 5 4 - 5 8 _____________________ 1959__________________________ I 9 6 0 ................................. ................. 1961__________________________ 1962________ ______ __________ 1963.............................. ......... ......... N um ber P ercent of to ta l 3, 365 100. 0 181 178 366 496 997 1, 147 5. 5. 10. 14. 29. 34. 4 3 9 7 6 1 S o u r c e : U . S . D e p a r tm e n t of C o m m e r c e , B u r e a u of the C e n s u s and B u s i n e s s and D e fe n s e S e r v i c e s A d m i n i s t r a t io n . 16 T y p e s of N u m e r i c a l C o n tro l U s e d D r illin g m a c h in e s l e a d the l i s t of s p e c i f ic t y p e s of n u m e r i c a ll y c o n t r o lle d m a c h in e t o o l s sh ip p e d , a c co u n tin g fo r 47 p e r c e n t of the to ta l (tab le 2). T h ey a l s o c o m p r i s e about h a lf of th o s e on o r d e r . The next m o s t n u m e r o u s type i s the b o rin g m a c h in e , with about 18 p e r c e n t of the t o t a l. The m illin g m a c h in e , the f i r s t to be a d a p te d to n u m e r i c a l c o n t r o l, c o n s t it u t e s the th ird m o s t im p o r ta n t ty pe c o m p r i s i n g 15 p e r c e n t . L a t h e s a c c o u n te d fo r about 11 p e r c e n t of the t o ta h About 9 p e r c e n t of a l l n u m e r i c a l l y c o n t r o lle d t o o ls r e p o r t e d by the D e p a r tm e n t of C o m m e r c e ’ s s u r v e y of s h ip m e n ts a r e in the m i s c e l l a n e o u s c a t e g o r y , includin g g rin d in g and p o lis h in g m a c h i n e s , punching and s h e a r i n g m a c h i n e s , and c e r t a i n t y p e s of m e t a l - f o r m i n g t o o ls su ch a s p r e s s e s , f o r g e s , and bending m a c h i n e s . S o m e t y p e s of m e t a lw o r k in g o p e r a t i o n s a r e c o n s i d e r e d l e s s s u ita b le fo r a p p lic a t io n of n u m e r i c a l c o n t r o l b e c a u s e of c e r t a i n t e c h n ic a l d i f f ic u l t i e s . A b r a d in g or g rin d in g , w h ere s u r f a c e d i m e n s i o n s m u s t be m e a s u r e d , a r e in th is c a t e g o r y . A l s o , c e r t a i n s im p le m e ta lc u tt in g t o o l s su ch a s s a w s and p o lis h in g and th r e a d in g m a c h in e s a r e l e s s a d a p ta b le to n u m e r i c a l c o n tr o l. The C o m m e r c e D e p a r tm e n t s u r v e y c a t e g o r i z e d n u m e r i c a ll y c o n t r o l l e d m a c h in e t o o l s u n der t h r e e h e a d in g s : point to point p o sitio n in g ( a s d e s c r i b e d a b o v e ), ac c o u n tin g fo r o v e r 66 p e r c e n t ; continuous path ty p e , c o m p r i s i n g about 12 p e r c e n t; and the d ia l o r p lu g b o a r d type; ac c o u n tin g fo r ab out 20 p e r c e n t . The l a t t e r type c o n s i s t s of m a c h in e s equ ip p ed with n u m e r i c a l p r o g r a m c o n tr o l s y s t e m s in which ’’p o s it i o n i n g ” o r ’’continuous p a t h ” a r e a u t o m a t i c a l l y c o m m a n d e d by n u m e r i c a l p r o g r a m s fe d into the s y s t e m s by m e a n s of d i a l s , p l u g s , o r s w it c h e s , o r by p la y b a c k of p r e r e c o r d e d o p eratio n s p r o g r a m s . 17 T a b le 2. N u m b e r of N u m e r ic a l l y C o n tr o lle d M ach in e T o o l s S h ip p ed and on O r d e r , by T y p e , 1954-63 N u m b e r of m a c h in e s T ype T otal _ . Sh ip p ed (1954 to On o r d e r D e c e m b e r 31, 1963) ( D e c e m b e r 31, 1963) _ By type of m a c h in e : D r illin g m a c h in e s B o r in g m a c h i n e s _______________ M illin g m a c h i n e s _______________ L ath es . .. _ . _ _ G rin d in g , p o lis h in g , and oth er . _ By ty pe of n u m e r i c a l c o n tro l: P oin t to point p o sitio n in g C on tinuous path _. .. _ D ia l o r p lu g b o a r d type r ..... _ 1 In c lu d e s e x p o r t s h ip m e n t s . by ty pe of N / C to d o m e s t i c u s e r s only. 13, 583 1611 1 ,6 9 0 636 540 402 271 126 78 91 315 45 2 ,4 7 8 441 664 374 132 105 I n fo rm a tio n not a v a i l a b l e on s h ip m e n ts S o u r c e : U . S . D e p a r tm e n t of C o m m e r c e , B u r e a u of the C e n s u s and B u s i n e s s and D e fe n s e S e r v i c e s A d m i n i s t r a t io n . A p p lic a t io n s in M e ta lw o rk in g I n d u s t r i e s N u m e r i c a l c o n tr o l a p p e a r s to be a d a p ta b le to o p e r a t i o n s in a wide r a n g e of m e ta lw o r k in g i n d u s t r i e s . A bout 55 p e r c e n t of the n u m e r i c a l c o n t r o l l e d t o o l s sh ip p e d went to s i x i n d u s t r i e s : a i r c r a f t , m e ta lw o r k in g m a c h i n e r y , g e n e r a l i n d u s t r i a l m a c h in e r y , s p e c i a l i n d u s t r i a l m a c h in e r y , m a c h in e s h o p s , and c o n s t r u c t io n e q u ip m e n t. But at l e a s t one to o l w a s sh ip p e d to e v e r y m a j o r m e ta lw o r k in g in d u s tr y . (S e e ta b le 3. ) N u m e r i c a l c o n tro l i s p a r t i c u l a r l y a d a p ta b le to the a i r c r a f t and m a c h in e r y i n d u s t r i e s and t h e s e i n d u s t r i e s w ill p r o b a b ly r e m a i n the m o s t im p o r ta n t u s e r s . P l a n t s in t h e s e i n d u s t r i e s t y p ic a lly m a n u fa c t u r e s m a l l b a t c h e s of a wide v a r i e t y of p a r t s , and to o lin g t im e c o n s t it u t e s a high p r o p o r tio n of the t o t a l c o s t of p ro d u c tio n . 18 T a b le 3. D is tr ib u t io n o f M a n u f a c t u r e r s ' S h ip m e n ts o f N u m e r i c a l ly C o n tr o lle d M a c h in e T o o l s , by M a jo r I n d u s tr y G r o u p , by T y p e o f C o n tr o l, 1 9 5 4 -6 3 S h ip m e n ts T o ta l n u m ber, 1 9 5 4 -6 3 D e sc r ip tio n T o t a l -------------------------------------------------------- N u m b e r w ith p o in t -to -p o in t p o s it io n in g c o n t r o ls N u m b e r w ith co n tin u o u s p ath c o n t r o ls N u m b e r w ith d ia l o r p lu g b o a r d ty p e o r p rereco rd ed m o tio n p r o g r a m c o n t r o ls 3 ,5 8 3 2 ,4 7 8 441 664 ------------------------------ 135 75 43 17 P r i m a r y m e t a l i n d u s t r i e s , t o t a l --------------------- 29 F a b r i c a t e d m e t a l p r o d u c t s , t o t a l ------------------- 273 191 127 (" ( ( ( 191 ( O rd n a n c e a n d a c c e s s o r i e s M e ta l c a n s ; c u t l e r y , h an d t o o l s , an d h a r d w a r e -----------------------------------------------H e a tin g a p p a r a t u s , s t r u c t u r a l m e t a l p r o d u c t s , s c r e w m a c h in e p r o d u c t s , m e t a l s t a m p in g s ---------------------------------------------F a b r i c a t e d w ir e p r o d u c t s , not e ls e w h e r e c la s s ifie d , fa b r ic a te d m e ta l p r o d u c ts, not e l s e w h e r e c l a s s i f i e d -------------------------M a c h in e r y , e x c e p t e l e c t r i c a l , to t a l -------------- 103 43 1 ,5 4 3 0 C) (*) 35 47 35 47 93 261 93 261 ( (_ 1 ,1 8 9 >1 E n g in e s a n d t u r b i n e s ---------------------------------F a r m m a c h in e r y an d e q u i p m e n t ----------------C o n s t r u c t io n an d lik e e q u i p m e n t ----------------M e ta lw o r k in g m a c h i n e r y ----------------------------S p e c i a l in d u s t r y m a c h i n e r y -----------------------G e n e r a l i n d u s t r i a l m a c h i n e r y --------------------O ffic e m a c h i n e s , not e ls e w h e r e c l a s s i f i e d - S e r v i c e in d u s t r y m a c h i n e s -------------------------M a c h in e s h o p s -------------------------------------------- 94 52 171 490 221 248 63 26 178 (" | 586 E l e c t r i c a l m a c h in e r y , t o t a l ---------------------------- 335 293 16 26 E l e c t r i c d i s t r i b u t i o n p r o d u c t s --------------------E l e c t r i c i n d u s t r i a l a p p a r a t u s --------------------H o u se h o ld a p p l i a n c e s ; e l e c t r i c lig h tin g an d w ir in g d e v i c e s --------------------------------------R a d io , T V , r e c e iv in g e q u ip m e n t ---------------C o m m u n ic a tio n e q u i p m e n t -------------------------E l e c t r o n i c c o m p o n e n ts; e l e c t r i c a l p r o d u c t s , not e ls e w h e r e c l a s s i f i e d -------------------------- 29 82 | 293 16 26 T r a n s p o r a t i o n e q u ip m e n t, to t a l 39 12 113 60 r > ( 419 (. | 184 J (' ( ( ( ( (. --------------------- 859 485 222 152 M o to r v e h i c l e s an d e q u i p m e n t --------------------A i r c r a f t a n d p a r t s -------------------------------------S h ip s a n d b o a t s ------------------------------------------R a i l r o a d e q u i p m e n t ------------------------------------ 194 629 19 17 C | 485 (_ 222 152 I n s t r u m e n t s an d r e l a t e d p r o d u c t s , t o t a l --------- 68 55 0 (M S c ie n t if ic i n s t r u m e n t s --------------------------------M e c h a n ic a l m e a s u r i n g d e v i c e s ------------------O p t ic a l , s u r g i c a l , an d m e d i c a l i n s t r u m e n t s ; p h o to g r a p h ic e q u ip m e n t; an d w a t c h e s ------- 31 24 t1) 0 C) 0 A ll o th e r , in c lu d in g e x p o r t s --------------------------- 13 341 C 1 55 (. C) W ith h eld to a v o id d i s c l o s i n g f i g u r e s of in d iv id u a l c o m p a n ie s . So u rce: A d m i n i s t r a t io n . U . S . D e p a r t m e n t of C o m m e r c e , B u r e a u o f the C e n s u s an d B u s i n e s s an d D e fe n se S e r v i c e s 19 A i r c r a f t in d u s t r y e x p e r t s e s t i m a t e that n u m e r i c a l c o n tro l co uld be a p p lie d to 20 to 40 p e r c e n t of a l l m a c h in in g . M akin g a i r f r a m e s f o r je t a i r c r a f t r e q u i r e s su ch a tech n iq u e of m a c h in in g p a r t s to m e e t the d e m an d of high s tr e n g th to w eight and c l o s e t o l e r a n c e s . E x p e r t s in th is in d u s tr y a n tic ip a te a fo u r fo ld i n c r e a s e by 1972 in the n u m b e r of n u m e r i c a l c o n t r o lle d m a c h in e t o o l s in u s e . A m a j o r f i r m p ro d u c in g e l e c t r i c a l and n o n e l e c t r i c a l m a c h in e r y r e p o r t s that about 50 p e r c e n t of i ts m a c h in in g o p e r a t i o n s a r e su ita b le fo r n u m e r i c a l c o n tro l a p p l i c a t i o n s . T h is in c lu d e s m a c h in in g in jo b lot p r o d u c tion s h o p s , to o l and die s h o p s , and r e p a i r - r e p l a c e m e n t and p a r t s s h o p s . At the p r e s e n t t im e , t h is f i r m h a s a d a p te d only about 2 p e r c e n t of i t s m a c h in in g to n u m e r i c a l c o n tro l. It e x p e c t s to a c h ie v e c o n v e r s i o n of a l l m ac h in in g s u ita b le fo r n u m e r i c a l c o n tro l within the next 10 to 20 y e a r s , with an e s t i m a t e d te n fo ld i n c r e a s e in the n u m b e r of n u m e r i c a l l y c o n t r o lle d m a c h in e t o o l s in u s e . N u m e r i c a l c o n tro l i s a l s o b ein g in tro d u c e d in the m o t o r v e h i c l e s and p a r t s in d u s t r y , which a r e the m a j o r p u r c h a s e r s of m a c h in e t o o l s and l e a d e r s in d e v e lo p m e n t and u s e of a u to m a tio n m a c h in e r y fo r m a s s p r o duction . An im p o rta n t u s e i s in the f a b r i c a t i o n of to o lin g , in clu din g d i e s , n e e d e d in o p e r a t in g the i n d u s t r y 1s h igh ly s p e c i a l i z e d m a c h i n e s . Not only i s n u m e r i c a l c o n tro l bein g ad o p te d by a d d itio n a l f i r m s and i n d u s t r i e s but once i t s a d v a n t a g e s h av e b een d e t e r m in e d , s o m e f i r m s extend i t s a p p l i c a t i o n s to a v a r i e t y of o p e r a t i o n s . One c o m p a n y p ro d u c in g p rin tin g m a c h in e r y , f o r e x a m p l e , u s e s m o r e than 30 d iffe r e n t t y p e s of n u m e r i c a ll y c o n t r o lle d m a c h in e t o o l s . A m a j o r m u ltip r o d u c t f i r m w h o se v a r i o u s job lot m a c h in e r y p ro d u c in g p la n ts w e r e u s in g a p p r o x i m a t e l y 50 u n its in 1961, r e p o r t e d h av in g about 280 m a c h in e s t o o ls with n u m e r i c a l c o n tr o l in the f a l l of 1964. 21 Chapter 4. Outlook for Numerical Control P r o s p e c t f o r a s u b s t a n t ia l i n c r e a s e in s a l e s of n u m e r i c a l c o n t r o lle d m a c h in e to o ls in the im m e d i a t e fu tu re a p p e a r s to be f a v o r a b l e - - r e f l e c t i n g the g e n e r a l l y f a v o r a b l e b u s i n e s s outlook in the m e ta lw o r k in g s e c t o r of the e co n o m y . S o m e in d u s t r y e x p e r t s e x p e c t s a l e s of n u m e r i c a l c o n tro l to in c r e a s e r a p id ly o v e r the n ext few y e a r s and s p e c u l a t e that by 1967, they m a y c o m p r i s e 30 to 50 p e r c e n t of a l l m a c h in e to o ls s o ld . The p o s s i b i l i t y of 12, 000 n u m e r i c a l c o n tr o lle d un its by 1967 i s a l s o f o r e s e e n . S e v e r a l e c o n o m ic f a c t o r s m a y a f f e c t the outlook. Supply of E q u ip m e n t A v a r i e t y of n u m e r i c a l c o n tro l eq u ip m e n t f o r i n d u s t r y 's d i v e r s e n e e d s is b e c o m in g a v a i l a b l e a s the m a c h in e - t o o l in d u s t r y g iv e s i n c r e a s i n g atten tio n to the p ro d u c tio n and m a r k e t in g of this type of m a c h in e tool. At the 1955 N a tio n a l M ach in e T o o l Show, only s e v e n c o m p a n ie s e xh ibited such e q u ip m e n t. In 1964, o v e r 50 c o m p a n ie s w e r e s e llin g n u m e r i c a ll y c o n tro lle d to o ls. A m on g t h e s e w e r e the l a r g e s t m a c h in e - t o o l p r o d u c e r s . S in c e m a n u fa c t u r e of n u m e r i c a l c o n tr o l d e v i c e s in v o lv e s a p p l i c a tion of s p e c i a l i z e d s k il l and know ledge of m o d e r n e l e c t r o n i c s , m a c h in e - t o o l b u i l d e r s h av e g e n e r a l l y lim it e d t h e m s e l v e s to the c o n s t r u c t io n and a s s e m blin g of the m a c h in e to o ls t h e m s e l v e s , p u r c h a s i n g c o n tro l s y s t e m s f r o m 40 p r o d u c e r s o r m o r e of e l e c t r o n i c c o n tro l e q u ip m e n t. Only about 12 m a c h in e - t o o l b u i l d e r s a r e c u r r e n t l y e n g a g e d in p ro d u c tio n of c o n tr o ls f o r th e ir own u s e . D o m e s t i c and w o r ld co m p e titio n m a y induce U . S . p r o d u c e r s to p a r t i c i p a t e in the m a n u fa c t u r e and m a r k e t i n g of n u m e r i c a l c o n tr o lle d to o ls to a g r e a t e r e xten t than h ith e r to . J a p a n e s e and G e r m a n m a c h in e tool p r o d u c e r s h av e a l r e a d y begun to o f f e r su ch t o o ls f o r s a l e in U . S . and f o r e i g n m a r k e t s , but so f a r only a few un its h av e b e e n s o ld in the U nited S t a t e s . G e n e r a l l y , f o r e i g n m a c h in e -to o l p r o d u c e r s a r e behind the U . S . in e x p e r i e n c e and b a c k g r o u n d in n u m e r i c a l c o n tro l. P o t e n tia l D e m an d The p o te n tia l d e m an d f o r new m a c h in e t o o l s , includin g n u m e r i c a l c o n tro l i s a s s e r t e d by m a n y e x p e r t s in the fie ld to be high b e c a u s e of the high a v e r a g e a g e of m a c h in e t o o ls in u s e . T he m o s t r e c e n t A m e r i c a n M a c h in is t in v e n to ry of m a c h in e to o ls (1963), sh ow s that m o r e than 1. 3 m i l lion u n it s , o r 64 p e r c e n t of the m a c h in e to o ls i n s t a l l e d in m e ta lw o r k in g e s t a b l i s h m e n t s (a s c o m p a r e d with 60 p e r c e n t in 1958), a r e at l e a s t 10 y e a r s old and t h e r e f o r e m a n y a r e p r e s u m a b l y fu lly o r s u b s t a n t ia l l y d e p r e c i a t e d and s u b je c t to r e p l a c e m e n t . Of th is n u m b e r, m o r e than 7 82, 500 f a l l into the fo u r c a t e g o r i e s of m a c h in e t o o l s - - d r i l l i n g , l a t h e s , m il l i n g , and b o rin g m a c h i n e s - which, at p r e s e n t , a r e b e in g m o s t fre q u e n tly a d a p te d to n u m e r i c a l c o n tro l (tab le 4). zz Table 4. Percent of Four Categories of Metal-Cutting Machine Tools At Feast 10 Years Old, 1963 Category Total numb e r (units) Tools at least 10 years old Percent Number of total All metal-cutting machine tools _____________________ 2,1 37,497 1,364,792 64 Total four categories ____________ 1, 210, 291 782,514 65 Drilling machines -----------------Lathes ________________________ Milling machines ------------------Boring machines ------------------- 446,618 447, 179 236,346 80, 148 281,524 301,037 148,546 51,407 63 67 63 64 Source: American Machinist, June 10, 1963. The potential market for numerical control, on this basis, is not confined to a few industries but is widely distributed throughout all of metalworking. In 18 of the Z9 metalworking industries, the number of overaged machine tools equals or exceeds the national average of 65 per cent. Included in the 18 are the construction and mining machinery, general industrial equipment, farm machinery, and special machinery industries - -all of which produce primarily in small and medium sized quantities for which numerical control is considered most adaptable (table 5). It is important to keep in mind, however, some limitations in equating precisely the average age of machinery and the extent of obso lescence. A single unit of a new, more efficient model, for example, may be equivalent in capacity to a number of older machine tools, some of which do not lose their economic usefulness and are retained on the inventory. Furthermore, other old units may be removed from first line production, but retained for production of spare parts or reserve capacity. Also, it is not uncommon for companies to rebuild rather than replace an old machine tool with the current manufactured model. The average age of m a chine tools may, therefore, rise over time but this does not necessarily imply that the extent of obsolescence is rising to the same extent. Market for Numerical Control Widespread adoption of numerical control depends also on overall investment plans, either for modernization or expansion; the outlook for sales, profits, aand taxes; and willingness of firms to scrap obsolete equip ment with which they are familiar and which still can be used economically. 23 T ab le 5. D i s t r i b u t i o n of F o u r C a t e g o r i e s of M e t a l - C u t t i n g M a c h i n e T o o l s A t L e a s t 10 Y e a r s O ld , by I n d u s t r y , 1963 M achine t o o l s , all ages 1 In d ustry All m etalw o rkin g i n d u s t r i e s ------------------- Num ber P ercent of to t a l 2 M a c h i n e t o o l s , 10 y e a r s and o v e r Num ber P ercent Percent or in of du stry to tal2 total 1, 2 1 0 , 2 9 1 100 7 8 2 ,5 1 4 100 65 F a b r i c a t e d m e t a l p r o d u c t s -----C u t l e r y , han d t o o l s , e t c . ---H e a t i n g a p p a r a t u s --------------F abricated stru ctu ral m e t a l p r o d u c t s ----------------S c r e w - m a c h i n e p r o d u c t s ----M e t a l s t a m p i n g s ----------------M iscellan eo u s fabricated m e t a l p r o d u c t s ----------------O th e r f a b r i c a t e d m e t a l p r o d u c t s -------------------------- 21 2 ,2 0 3 23,7 4 5 12 ,5 9 8 18 2 1 140 ,9 2 9 15 ,8 5 7 1 0 ,160 18 2 1 66 67 81 4 1 ,929 6 5 ,5 6 9 2 0 ,621 4 5 2 27,7 3 5 43 ,6 9 7 12,908 4 6 2 66 67 63 3 3 ,3 0 8 3 21,657 3 65 14,433 1 8, 915 1 62 M ach inery, except e le c t r i c a l— E n g i n e s an d t u r b i n e s ----------F a r m m a c h i n e r y an d e q u i p m e n t -------------------------------C o n s t r u c t i o n , m i n i n g , and m a t e r i a l h a n d lin g e q u i p m e n t -------------------------------M e t a l w o r k i n g m a c h i n e r y ----S p e cial industry m ach inery— G e n e r a l in d u s t r ia l equipm e n t -------------------------------O f f i c e , c o m p u t i n g an d a c c o u n t i n g m a c h i n e r y ------S e rv ic e industry m ach in ery M iscellan eo u s m ach in ery , e x c e p t e l e c t r i c a l -------------- 4 8 3 ,048 24,2 4 3 40 2 3 2 3 ,4 0 8 19 ,9 7 8 41 3 67 82 2 3 ,161 2 1 7,300 2 75 45,3 4 1 107 ,4 5 2 6 1,409 4 9 5 3 4 ,1 3 9 6 6 ,5 9 7 44,1 9 6 4 9 6 75 62 72 76, 905 6 5 3 ,5 0 5 7 70 1 9 ,649 19 ,5 9 7 2 2 11,787 14,189 2 2 60 72 105,291 9 6 1 ,7 1 7 8 59 144 ,9 0 2 7 3,085 1 2,815 12 6 1 7 7 ,4 2 4 4 3 ,3 5 7 10,628 10 6 1 53 59 83 E l e c t r i c a l m a c h i n e r y and e q u i p m e n t ---------------------------E l e c t r i c a l e q u i p m e n t ----------H o u s e h o ld a p p l i a n c e s --------C o m m u n i c a t i o n an d e l e c t r o n i c e q u i p m e n t -------------T r a n s p o r t a t i o n e q u i p m e n t ------C o m p l e t e m o t o r v e h i c l e s ----A u t o m o t i v e p a r t s ---------------C o m p l e t e a i r c r a f t --------------A i r c r a f t e n g i n e an d p a r t s ---S h i p s an d r a i l r o a d e q u i p m ent — 59,002 5 2 3 ,4 4 9 3 40 190,560 10, 320 66, 009 21, 154 84, 754 16 1 6 2 7 127 ,1 5 4 8, 000 4 6 ,8 2 4 13 ,7 7 2 5 1 ,3 5 2 16 1 6 2 7 67 78 71 65 61 8, 323 1 7, 206 1 87 P r e c i s i o n i n s t r u m e n t s and m e c h a n i s m s ------------------------- 68,7 4 5 6 39,308 5 57 O r d n a n c e and a c c e s s o r i e s ------- 16, 590 1 11,2 7 6 1 68 F u r n i t u r e an d f i x t u r e s ( m e t a l o n l y ) -------------------------- 9, 125 1 5, 4 17 1 59 P r i m a r y m e t a l i n d u s t r i e s ------- 60,521 5 4 2 ,8 0 7 6 71 M isc e lla n e o u s m an ufacturin g i n d u s t r i e s ---------------------------- 24,597 2 14,791 2 60 1 Th e f o u r c a t e g o r i e s o f m a c h i n e t o o l s a r e : d rillin g m a c h in e s , lath es, m i l l i n g m a c h i n e s , and b o r i n g m a c h i n e s . B e c a u s e o f r o u n d in g , c o l u m n s m a y not ad d to t o t a l s . z Source: American Machinist, June 10, 1963. 24 Actual sales of machine tools, a durable good for which purchases intended for modernization of plant capacity are postponable, fluctuate widely with business conditions and the outlook in metalworking industries. Since the postwar peak level of 1952 and 1953 (during the Korean crisis), shipments of metalcutting machine tools have fluctuated widely. In 1956, shipments (industrial types with unit values $ 1, 000 or more) were at a peacetime peak of $834 million. By 1958, the level had fallen by 49 percent, to $422 million. By 1963, value of shipments had risen to $622 million, 47 percent above the 1958 low but still below the 1956 level. Preliminary reports for 1964 indicate a 28-percent increase over 1963. Reasons given for the depressed state of machine-tool sales until recently include the large unused metalworking capacity, increasing use of plastics, and the substitution of other types of metalworking processes for metalcutting. Machine-tool sales are expected to continue to increase over the next few years. A Department of Commerce estimate indicates a sub stantial increase in shipments in 1965 over 1964. According to the 1964 McGraw-Hill report on industry’s capital spending plans, metalworking industries planned significant increases in expenditures for plants and equipment. Expenditures were to rise by about 22 percent, from $4. 7 billion in 1963 to $ 5 .7 billion in 1964. All metalworking industries ex cept aerospace planned increases. (See table 6. ) Preliminary plans for the 1965-67 period indicate a continued high level of investment in these industries. The major part of planned spending is for replacement and modernization of machinery and equipment. Table 6. Capital Spending Plans of Metalworking Manufacturing Companies, 1964-67 (Billions of dollars) Preliminary plans, 1965-67 Percent Percent Annual change change average from from amount 1963 1963 Planned Metalworking industries Total _____________ Machinery --------------------Electrical m achinery---Autos, trucks, and parts— Aerospace --------------------Other transportation equipment _____________ Fabricated metals ---------Instruments ------------------- Actual, 1963 1964 4. 70 5.71 + 21.5 5. 64 + 20. 0 1. . 1. . 24 69 06 39 1.40 .71 1.61 . 38 12. 2. 52. - 2. 9 9 9 6 1. 30 . 76 1.66 . 35 4. 8 10. 1 59. 6 - 7.7 . 14 .9 0 . 28 . 18 1. 11 . 32 28. 6 23. 3 14. 3 . 15 1. 15 . 27 7. 1 27. 8 - 3.6 Source: 17th Annual Survey of Business Plans for New Plants and Equipment, 1964-67. McGraw-Hill Co. , Department of Economics. 25 Information is not available on specific plans for purchasing nu merically controlled machine tools. The McGraw-Hill reports, however, cover expenditures for all automated machinery--defined as the "use of advanced mechanical equipment, especially in combination with self regulating controls and/or high-speed computers in manufacturing, ac counting, distribution, and all other operations.” For metalworking in dustries, this definition would cover numerically controlled machine tools, among other types of automated machinery. Table 7 shows an increase in the proportion of spending for auto mated machinery from 1959 to 1963 in each metalworking industry. Since the total amount of capital spending by these industries has been increased markedly, the increase in the amount for automated equipment (some part of which is presumed to be N /C ) becomes even more significant. Table 7. Spending for Automated Machinery^1 by Metalworking Industries, Selected Years Industry 1959 Machinery ----------------------------------Electrical machinery -----------------Autos, trucks, and parts -----------Other transportation equipment— Fabricated metals and instruments ____________________ Percent of total capital spending Expected, 1963 1964-67 9 18 18 4 18 36 23 14 17 38 28 12 6 15 15 1 For the purpose of this survey, automation was defined as nthe use of advanced mechanical equipment, especially in combination with high-speed computers and other self-regulating controls in manufac turing, accounting, distribution, and all other operations. n Source: 17th Annual Survey of Business Plans for New Plants and Equipment, 1964-67. McGraw-Hill C o ., Department of Economics. Government Programs Recent Government tax and procurement programs providing special stimuli to industrial modernization probably have an important effect on the outlook. Two m easures- - 7 percent income tax credit for new investment in machinery and equipment and accelerated depreciation ru les--are intended to increase the attractiveness of investing in new equipment. These actions were designed partially to encourage capital expenditures for modern machine tools, including numerically controlled units. 26 Furthermore, the Federal Government is continuing its purchase of numerically controlled machine tools. The U. S. Air Force, for example, is planning a modernization program that is expected to replace a large number of conventional machine tools with numerically controlled units by 1971. This and similar programs will result in placing a substantial number of such machine tools into weapon plants, naval shipyards, air force depots, and numerous private plants working on defense contracts. Price and Demand Because of the larger capital outlays needed to install numerical controlled machine tools compared to conventional tools, many firm s, par ticularly small ones, may be cautious in purchasing numerical control. Table 8 shows average unit values of machine tools shipped between 1954 and 1963, ranging from $31, 200 for drilling machines to $160,800 for milling machines, with the overall average at $77,800. The cost of controls consti tute about 3 0 percent of the average total value. Prices for specific models of numerically controlled machine tools, however, can range from under $ 10, 000 for a drilling machine to as high as $650, 000 for a multi-axis milling machine. And the price of the continuous path type of control of a milling machine can be many times that of a positioning type of control of a drilling machine. Table 8. Value of Shipments and Average Unit Values of Numerical Controlled Machine Tools, by Type, 1954-63 Total ^ralue (in thouisands of dol] .ars) Type of tool Num ber All types__ 13,583 Drilling Boring Milling Lathes ________ _________ ________ _________ 1,690 636 540 402 Average unit values (in thousands of dollars) Controls only Machine Machine Controls tools and tools and Percent only controls controls Amount of total 278,917 83, 900 52,648 65,549 86,839 22,483 20,031 20,350 30, 192 8, 387 77. 8 31. 103. 160. 55. 2 1 8 9 23.4 30. 1 11.9 32. 0 55. 9 20. 9 38. 1 31. 0 34. 8 37.4 1 Include domestic and export shipments. Source: U. S. Department of Commerce, Bureau of the Census and Business and Defense Services Administration. 27 A more rapid diffusion of numerical control is expected as high development costs cease to influence prices; as economies of larger scale production of numerical control equipment permit reductions in their manu facturing costs and prices; and as a larger variety of more simplified, less expensive machine-control models become available. Recently a few sim plified models of several types of N /C machines have become available at lower prices, and as a larger variety of models are marketed this may increase. One factor governing the demand for numerical control is the minimum rate of return that industry requires for investment in new equipment. According to a 1964 McGraw-Hill survey, about half of the companies in metalworking industries answering reports indicated that they needed a minimum return (before taxes) of 20 percent or more for replacement and modernization expenditures. The proportion specifying 20 percent or more ranged from 45 percent of the companies in the auto mobile industry to 62 percent of the companies in aircraft and other transport equipment. Under these conditions, it may be calculated that an expenditure of $77,800 (the average value of numerical controlled machine tools), would need to yield annual savings over a 5-year period at least equivalent to 2 to 3 man-years of employment (estimated at $6,400 per man-year). This calculation does not take into account costs incurred in establishing programing, maintenance, and other indirect ac tivities. Although expressed in terms of laborsavings, the return can also be realized through savings from other sources. 29 Chapter 5. Impact on Labor Requirements Per Unit of Output Among the possible economic implications of numerical control are reductions in labor requirements per unit of output, in operating economies, and in savings in capital investment per unit of output. Reduction in Unit Labor Requirements A review of published reports on the experience of users of numer ically controlled machine tools shows substantial reductions in unit labor re quirements in machining operations. Examples from various industries of reported applications and some description of the savings achieved, ranging from 25 to 80 percent are shown in table 9. Aerospace and other metalwork ing firms report large savings in the machining of complex parts where con tours require the continuous path type of control. Significant laborsavings are also reported by firms using the positioning type of numerical control to produce parts of relatively simple design in small quantities. The amount of savings in any particular case depends upon such factors as specific design of parts, quantity of parts produced, ingenuity of management and types of machine tools formerly used. Estimates of savings, therefore, vary over a wide range. Although complete m easure ment of all the advantages of numerically controlled over conventional machine tools is not possible, the available data from a large number of cases indi cate that average savings in labor requirements per piece were substantial. Laborsavings come from various sources. Tooling and setup time is significantly reduced because of the substitution of the tape controls for conventional jigs and fixtures. Numerically controlled machining is more continuous since the machine-tool operator does not have to check and re check against blueprints. Tool operation, moreover, is more uniform since the operator need not slow up as the work approaches completion. Since numerical control results in more accurate machining, less work has to be redonec While equipment maintenance reportedly required more labor time, the increase was rarely sufficient to offset reported operating laborsavings. Laborsavings in machining operations as a result of numerical con trol are not necessarily reflected in commensurately reduced unit labor r e quirements for the metalworking plant as a whole. Numerical control does not affect the entire machining operation, but is usually limited to boring, drilling, etc. Finishing, grinding, etc. , are usually not done by numerical control. Moreover, machining is only one of many operations in such plants. A Bureau of Labor Statistics study of the electronics industry shows that machining occupations comprised about 20 percent of the total production worker employment in the defense sector in 1962. Materials handling, assembling, inspection, finishing, and shipping absorb a major part of the employment and labor time in electronics and other metalworking plants. T a b le 9. Industry R e p o rte d L a b or and Other C ost Savings of N u m e rica lly C o n tro lle d V e rs u s C onventional M achining Machining operations and type of n um erically controlled machine tool Reductions in lab or requ irem ents Other resu lting econom ies A i r c r a f t ----------------------- Eleven separate machining o p e ra tions including m illin g, boring, drillin g, tapping, and spotfacing on each of 35 partso M ultipurpose (m ill, d rill, b ore, etc. ) m achine. Reduced number of m achine-tool o p erato rs from 5 to 1. R eplaced 5 conventional m achine tools. Reduced number of jig s and fix tu re s from 5 to 1. Total cost p er p art reduced about 10 p ercen t. A i r c r a f t ----------------------- Two num erically controlled tu rret d r ills fo r a ir c ra ft engine p arts such a s c a rb u re to rs, fuel pum ps, and fuel re g u la to rs. 50 percent re d u c tion in lab or c o sts. Cut sc ra p lo s s e s by 13 p ercen t. Low ered o v erall tooling co st by about 40 p ercen t. Downtime for design changes reduced to tim e needed to p ro gram and sp lice tape instead of lengthy period fo rm e r ly needed to rebuild or build fix tu re s. E le c tric a l eq uip m en t------- M illing and grinding of 3 dim en sion al steam turbine buckets on n um eri cally controlled profiling machine. Saved 78 m an-hours in machining tim e per p iece. Reduced lead tim e from 144 hours to 24 hours or 83 percen t. E le c tric a l equip m en t------- D rilling 109 holes in a printed circ u it board. 43 percent re d u c tion in d irect lab or co st. Saved 82 percent in tooling c o sts. Elim inated hand-feed drilling of hole p attern s. Machine t o o l ----------------- N um erically controlled v e rsu s t r a c e r lathe to fa ce, turn, and bore lot of 12 p a r ts . Setup and machining lab or co sts reduced by 57 percen t p er p art. Tooling co st, including program in g co st, reduced by 55 percen t. Auto p a r t s -------------------- D rilling over 100 different p a t tern s of holes in suspension b rack e ts. 57 percen t saving in co st p er unit. Elim inated u se of fix tu re s and hole pattern p la te s; and sto ra g e , m aintenance and setup of sam e. Machine t o o l ----------------- D rillin g, m illin g, facing, tapping, and spotfacing of motor b ase on n um erically controlled m ultipurpose m achine in lot size of 15. Reduced number of m achine-tool o p erato rs from 6 to 1. Total m a chining tim e reduced by 65 p ercen t, from 1.86 to 0 .6 5 hours p er p art. R eplaced 6 conventional m achin es. C ost of tooling reduced from $ 2 , 350 to $835. Special m a c h in e r y ---------- B orin g, drillin g, and tapping of 328 h oles in each of 9 p arts on nu m e ric a lly controlled boring m achines. Machining tim e reduced to 1/4 of fo rm er tim e. Total cost reduced from $389 to $90 fo r 9 p a r ts , with to leran ce s held to 0. 001 inch. S o u rce s: V ariou s trad e publication s. 31 Numerical control reportedly resulted in laborsavings in such operations as assembling and inspection because of greater consistency of quality and reproduction, but such savings are not necessarily commensurate with those in machining. The implications of numerical control for productivity advances in metalworking industries as a group are difficult to determine. Speed of adoption by individual firms and growth in proportion of production to which numerical control is applied will affect industrywide trends. (Because of the diversity of production, numerous changes in product design and related factors, it is difficult to construct valid indexes of output per man-hour for metalworking industries. ) Operating Economies Certain operating advantages of numerical control, for which sta tistical data are difficult to compile, are almost always cited by users and producers to justify its use. Scrap and inventories of jigs and fixtures are reduced, resulting in cost and space savings. Because they can produce small quantities--quickly and economically-- some users report that they are able to reduce inventory of spare parts. Another important advantage is the possibility of producing cheaply and quickly intricately designed shapes to very close tolerances. Numerical control thus allows much greater free dom in design of parts and products formerly too costly to manufacture are now practicable. Experts in the aerospace industry claim that some parts used in space equipment are impossible to make without numerical control. Finally, the shortening of leadtime in production is particularly advanta geous, for example in aerospace work, because it affords opportunities to incorporate last minute design changes in a fast changing field. Savings in Capital Requirements Although outlay for a numerically controlled machine tool is gener ally higher than for conventional tooling, capital expenditure per unit of capacity is probably lower. Lower unit capital requirements result from greater utilization of productive capacities, reduced idle time for equipment in making changeover to different parts, and reduced need for plant space. However, since capital savings are realized only if the equipment is fully utilized, ability to plan a continuous flow of small job lot production becomes essential. Hence, a higher degree of managerial efficiency and improved plant organization, as much as engineering efficiency, become important in realizing the potential savings in capital requirements per unit of output. 32 Machine tool o p e r a t o r monitoring a numerically con tro ll e d milling machine performing under the au to m a ti c control of coded tape instructions. Machine tool op era tor loading a pa rt on a nu m er ic a ll y controlled machine tool ca p ab le of a u to m a ti c a ll y selecting proper cutting tool and performing a continuous series of milling, d r il l i n g , boring and related operations. 33 Chapter 6. Changes in Occupational Requirements Because numerical control is a new field where procedures in most of the operations still are being developed, occupations, job titles, and duties do not yet follow a well-defined pattern. Some broad tenden cies, however, can be outlined. Implications for occupational require ments can be discussed under three types of changes reported by u s e r s -changes in relative importance of the various metalworking operations, creation of a new occupation, and changes in content of old jobs. Greater Importance of Planning and Programing The use of numerically controlled machine tools, in general, still requires the operations found under conventional machining--part design, methods planning, tooling, setup, and machine-tool operation. But these operations are performed somewhat differently and are changed in their relative level of importance as control activities in the machining process. Table 10 presents the types of operations required and describes, in general terms, the flow of work. Tooling, setup, and machine-tool operation are substantially less important as critical production decisionmaking activities under numerical control. Virtually all of the functions of developing control data and instruc tions of these operations are now transferred to the planning stage and pro graming. Maintenance usually becomes more important not only because of the more complex equipment but also because to be economical and to result in adequate return on the higher capital investment, a numerically controlled machine tool should run the maximum possible hours without breakdown. Numerical control still requires the same function of design engi neering but permits more freedom in the design of the shape and dimensional tolerances of parts. Some programing systems require conversion of con ventional blueprint dimensions into cartesian coordinates; others are used with conventional drawings without any dimensional modifications. But in the future, the time consuming task of conventional drawing (blueprint) may be eliminated, since precise visual representation of the part to be manu factured is not necessary. For positioning control systems only a sketch containing dimensions in cartesian coordinates could be substituted. For control systems used in conjunction with computers, various computer ori ented techniques of design are actively being worked on to greatly simplify the transmittal of design information. Table 11 presents examples from published case studies illustrat ing some of these changes in terms of comparative man-hour requirements. Although planning and programing result in increased man-hours, they are usually more than offset by the reduction of man-hours in the other opera tions, particularly tooling, setup, and machine-tool operation. T a b le 10. O p e ra tio n O p e r a tio n a l F lo w U n der C o n v e n tio n a l and N u m e r ic a l M a ch in e T o o l C o n tr o l Conventional N u m e ric a l co n tro l D e sig n and draw in g of p a r t. P r e se n ta tio n of en gineerin g data in fo rm of draw in g of p a rt with d im en sio n s e x p r e s s e d in co n ven tio n al blu eprin t fo rm . C o n v ersio n of en gin e erin g b lu e p rin t data in fo rm of sk etch of p a r t with d im e n sio n s e x p r e s s e d in re c ta n g u la r co o rd in ate fo rm . P lan n in g of m e th o d s. S e le ctio n and g e n e ra l d e sc rip tio n of m a c h in ing o p e ra tio n s and toolin g. P r e p a r a tio n of g e n e r a l setup in str u c tio n s. S ele ctio n of p a r ts or p o rtio n of p a r ts fo r n u m e r ic a l co n trol m ach in in g and g e n e ra l d e sc r ip tio n s of m ach in in g o p e ra tio n s and to o lin g. T o o lin g ----------------------- D e sig n and fa b ric a tio n of ji g s and f ix t u r e s ---- D esig n and fa b ric a tio n of ji g s and f ix tu r e s . P r o g r a m in g ----------------- P r o g ra m in g is not done under conventional co n tro l. P r e p a r a tio n of m a n u sc rip t and co n tro l ta p e s . U se of co m p u ter a s a id fo r continuous tape co n tro l. P r e p a r a tio n of sp e c ific setu p in s tr u c tio n s. (D e te r m ining and coding d e ta ile d m a n u factu rin g ste p s and in str u c tio n s which d e sc r ib e in seq u en ce e x a c t cutting o p e ra tio n s, m ach in e m o tio n s and fun ction s such a s f e e d s , s p e e d s , and d ire c tio n and d ista n c e of tab le tr a v e l.) M achining m ach in e-tool se tu p . P lan ning and settin g up c o r r e c t sequ en ce of m ach in in g o p era tio n s acco rd in g to b lu e p rin ts or o th er g e n e ra l in str u c tio n s. S ele ctio n and m an ual a d ju stm e n t of s p e e d s , fe e d s , d ire c tio n and d i s tan ce of tab le tr a v e l and other m ach in e c o n tro ls. M ounting toolin g. M ounting tooling and co n tro l tape sp e c ifie d by setu p in s tr u c tio n s. M ach ine-tool o p e r a t i o n - - L o ad in g w o rk piece into m ach in e. Tending and a d ju stin g m ach in e during w ork c y c le e Un lo ad in g w o rk p iece. L o ad in g w o rk p iece into m ach in e. Tending and o b se rv in g the m ach in e during w ork c y c le . UrTloading w o rk p ie c e . 35 Table 11. C ase Study 1. Three Com parative C ase Studies of Man-Hour R equirem ents: Conventional and N um erically Controlled Machining Multiple operation of drillin g, ream ing, and tapping, 914 p a rts. Operation P ercentage difference in m an -h ours, num erical Man Man control v s. hours P ercen t hours P ercen t conventional Conventional methods N um erical control T otal ---------------------------------------------------------- 3, 424 100. 0 818 100. 0 -76. 1 Planning ______________________________________________ Tooling ______________________________________________ Design ____________________________________________ F abrication ----------------------------------------------------Program in g (control data and tape preparation ) ________ Machining (machine-tool setup and operation) __________ (na) 485 149 336 0 2,939 (na) 14. 2 4. 4 9 .8 0 85. 8 (na) 83 15 68 16 735 (na) 10. 1 1. 8 8. 3 2. 0 8 9.9 (na) -82. 9 -89. 9 -7 9 .8 o i - Source: U. S. Army, Ordnance Weapons Command, Ordnance C orps Study of N um erically Controlled Machine Tools (Joliet, 111. , H eadquarters Ordnance Weapons Command, I960), p. 32. C ase Study 2. Skin m illin g, 4 p a r ts. Operation Conventional methods N um erical control Man Man hours P ercen t hours P ercen t P ercentage difference in m an -h ours, num erical control v s. conventional Total ___________________________________________ 6, 848 100. 0 3, 249 100. 0 —5 2 o6 Planning ------------------------------------------------------------Tooling ------------------------------------------------------------D esign _____________________________________________ F abrication _______________________________________ P rogram in g (control data and tape preparation) ---------Machining (machine-tool setup and operation) ------------- 320 5, 952 912 5, 040 0 576 4. 86. 13. 73. 960 1,896 216 1,680 321 72 29.5 58. 3 6. 6 51. 7 9 .9 2. 2 200. 0 -68. 1 -76. 3 -66. 7 -87. 5 7 9 3 6 0 8 .4 Source: Tilton, P e ter D. , R etrofit A pplications of N um erical Control for Machine T o o ls, (C alif. , Stanford R esearch Institute, 1957), p. 61. C ase Study 3. D rilling, 40 p a r ts . Conventional methods O peration T otal ___________________________________________ Tooling _______________________________________________ D esign _____________________________________________ F abrication ----------------------------------------------------P rogram in g (control data and tape preparation ) ---------Machining (machine-tool setup and operation) ------------- N um erical control Man P ercen t Man P ercen t hours hours P ercen tage difference in m an -h o u rs, num erical control v s. conventional 4 1 .8 100. 0 20. 0 100o 0 -52. 2 27. 1 2. 7 24.4 0 14.7 64.8 6 .4 5 8 .4 0 35. 2 12. 7 2 .7 10. 0 1. 2 6. 1 63. 13. 50. 6. 30. -53. 1 0 -59. 0 -58. 5 5 5 0 0 5 Source: F riden Flexow riter for N um erical Control (R och ester, N. Y. , F rid en , Inc. , 1961), p. 22. 36 Part Programer Part programers determine the detailed manufacturing steps and instructions which are coded on the controlling tape and command the m a chine tool to perform automatically and in sequence such operations as position of work table, change of speeds and feeds and even change of tools. In effect, many decision, judgment and setup functions required of a highly skilled, conventional machine-tool operator are shifted to the part programer's job. Since the coded tape instructions are substituted to perform many of the major functions of jigs, fixtures, and tem plates--i. e. , locat ing, guiding, and measuring--programing takes over some duties of tooling men. Many of the basic knowledge requirements for part programing are, therefore, similar to these highly skilled conventional machining occupations: knowledge of cutting feeds and speeds; functions and use of cutting tools and fixtures; general shop and machining procedures; a thorough understanding of the various machine tools; and the ability to interpret engineering data, sketches, and blueprints. In addition, programers need certain new skills: a thorough knowledge of the capabilities of numerical control systems and procedures and methods of programing, including new techniques and languages. Skilled machinists and tooling men, who have an ability to solve problems Control tape with punched instructions that a u to m a ti c a l l y command a machine tool through the operations of machining the metal blank into a finished part. 37 by a systematic approach are generally reported to be able to acquire com petency in these skills readily. Some companies prefer to employ engineers as programers, particularly for the more complex contouring control systems. However, they usually work in collaboration with a skilled ex machinist or tooling man. Specific requirements for programers may vary with the complex ity of the control system. For example, it usually requires less machining background and skill to program a drilling machine with a positioning con trol than a continuous path controlled milling machine. On the other hand, with the continuous path type, computers are almost always used to assist the part programer in the time consuming, complex and numerous mathe matical calculations involved. Initially, a knowledge of college mathematics was thought necessary. Today, a high school level mathematical background-arithmetic, extraction of square roots, algebra, geometry, and trigonometry is reported sufficient for programing both types. In some large companies, several programers at different levels of responsibility may work as a team on one problem. A senior programer may have overall responsibility and may direct junior programers. Junior programers may be assigned to convert the senior programer1s completed manuscript of instructions into the special programing language or code. For positioning systems, this coded data is almost always converted onto tape by typist using an electric typewriter equipped with a special keyboard. Although computers are used in programing and tape preparation for a continuous path type machine, numerical control does not necessarily result in creating new electronic computing system jobs. For those users of numerical control who have computers, the workload imposed upon exist ing computer operating personnel is only a small fraction of their total work time and duties. Some companies, however, create the position of full-time computer programer for numerically controlled machine tools; he specializes in preparing the necessary computer instructions to process the data prepared by the part programer. Changes in Content of Machine-Tool Operator Jobs Numerical control tends to change, to some degree, the content and skill requirements of machine-tool operator jobs. The machine operator working a conventional machine tool is required to setup a machine including indexing of table or workpiece; select the cutting speed and feed; and keep adjusting the machine settings to achieve part specifications. Under numer ical control, these duties are automatically carried out by coded tape instruc tions. The operator of the numerically controlled machine tool is responsible for tending or watching a highly automatic, costly piece of equipment as it goes through a sequence of operations. He loads the control tape, fastens the part in the fixture, and verifies finished part dimensions. When finished part 38 dimensions do not conform to specifications, or an operating malfunction occurs, the operator of a numerical control machine is usually required to notify the supervisor or programer rather than make the necessary adjust ments himself. Some companies assert that setup and control functions of numeri cally controlled machine operations are transferred largely to the part pro gramer or built into the machines; therefore, less emphasis is placed on the need for highly skilled machine-tool operators. Nevertheless, the operator of a numerically controlled machine still must have many of the basic skills common to an operator under conventional machining. These include, among others, a knowledge of general shop and machining procedures; the ability to read blueprints and other engineering instructions; use micrometers and other measuring instruments of the trade; and have a knowledge of shop mathematics (fractions, decimals, etc.). (See table 12 describing jobs and requirements.) In addition, some companies prefer that the operator be acquainted with programing techniques. Since the machine-tool operator must learn about and be responsible for the operation of much more expen sive equipment, some companies prefer to use highly skilled and experienced machine-tool operators on numerically controlled tools. Changes in Maintenance Jobs For machine maintenance, the electrical, mechanical and hydraulic skills of the maintenance workers servicing conventional equipment are still required. The added responsibility and task of handling electronic systems and servomechanisms emphasizes the need for a knowledge of electronics, which is generally a new skill for maintenance personnel. Maintenance functions at some companies are separated into two categories of jobs--maintenance for the machine tool itself and electronic maintenance for the control system. At other companies, one maintenance job category may include servicing both the machine tool and the control system. A variety of patterns of maintenance are found. Some firm s, par ticularly small ones with only a few machine installations, find it more eco nomical to have their maintenance men trained to do all the servicing on the numerically controlled units. Because of traditional differences in mainte nance job classifications, sometimes supported by union jurisdictions, some companies separate the maintenance responsibility for the machine tool from that of the control system. Other companies report that the basic knowledge and skill requirements for maintenance of the control system differ quite markedly from that for maintenance of the machine tool itself and can best be accomplished by separate maintenance men. T ab le 12. D e scrip tio n s of Duties and Knowledge and A b ility R equired in N u m erical Control P osition s at One A ir c r a ft P arts P ro d u c er1 Job title O p era tor: n u m e ric a lly co n trolled m illin g m ach in e, " A " . D escrip tion of duties Knowledge and ability required Sets up and operates n u m e rica lly con trolled m illin g m achine w here operation sequences, tooling, speeds, and feeds are estab lish ed by a p rogram on tape or ca rd s. Mounts holding fixture to w ork table; positions and fasten s part into f ix ture, and mounts cutter. Loads m achine control tape and m akes required control settin gs. O b serv e s m illin g p ro c e ss and n otifies supervision of m alfunctions. Checks cutter accuracy p erio d ica lly . O p erates m achine to a s s is t p rogram ing p e r sonnel in checking control unit for log ical e r r o r s . Knowledge of n u m e ri c a lly controlled machine operation; m ath em atics, including trigon om etry; in terp retation of blueprints and sk etches; m achinability of various m e ta ls ; use of p r e cisio n m e asu rin g instrum ents. O perates n u m erically controlled m illin g m achine after the setup and initial part has been checked by higher c la s s ifie d em p lo yee. Duplicates additional parts by r e peating m achine cycle. O b se rv e s m illin g p ro c e ss and rep orts any m alfunctioning. A s s is t s m illin g machine operator " A " . Sam e as operator " A " , except that in blueprint and sketch reading, only the a b il ity to obtain e a sily identified inform ation is required. N u m e r ica l con trol parts p ro g ra m e r, " A " . P re p a re s nu m erical control m achining p ro gra m s for all types of m achined parts involving undefined contours and varying radii and plans the sequence of m achining operations. A d v ise s on design of holding fix tu re s. P ro g ra m s m achining by p re p a r ing num erical control m an u script listin g the location of re feren ce and transition points and the com m ands to m ove cutter through its path. C alculates location of transition points and offset fro m center of cutter to obtain required cut in c o n fo rm ance with tolerance lim its. M ay consult with m achine op e ra tors during p roof run of new or re v ised p ro g ra m s. High school education and 2 y e a r s ' experience in both n u m erical control program ing and m a ch in e -sh o p tool plan ning; thorough knowledge of m a ch in e -sh o p p ra ctic es, m a chinability of m e ta ls, and cutter speeds and feed ra te s. N u m e rica l con trol parts p ro g ra m e r, " B " . Same as parts p rogram er " A " , except p rogram ing is lim ited to cutting tool m ovem en ts which can be defined by straight lin e s, constant a n d /o r defined rad ii. Sam e as " A " , except that 2 y e a r s ' experience in n u m erical control p ro g ra m ing not required. N u m e r ic a l con trol coord in a to r. A n alyzes engineering drawings to determ ine ad v isability of using tape controlled machine tools to machine sp ecific p arts, to o ls, loft te m p la te s, etc. M ak es r e c o m mendations for changes in design to p erm it utilization of n u m erical control p r o c e s s . Coordinates preplanning inform ation with program ing personnel and d irects them in preparation of n u m erical control m anuscript in code form for translation to m agnetic tape. D irects all data p ro ce ssin g op erations; acts as com pany rep resen tative to custom er com panies; checks all p ro gra m er m a n u scripts and schedules op erations. Investigates and m akes recom m endations on im provem ent of n u m erical control s y s tem s and the acquisition of new equipment. Two y e a r s ' college tra in ing in m a th e m a tics; 2 y e a r s' experience as a m achinist, tool planner, or tool d esigner; and 1 y e a r 's experience in n u m erical control program ing. N u m e r ica l con trol com puter p ro g ra m e r. A n alyzes specific p ro b lem s, d evises p ro g ra m s to a ccom p lish d esire d re su lts, and prep ares flow chart and m achine instructions for the various com puter o p e ra tions required. D evises te st p ro gra m s and m akes recom m endations for im proving computer techniques. C oordinates p ro gra m with other p erson n el. K eeps inform ed on new developm ents in autom atic m a ch in e -to o l program ing on electron ic com p u ters. Two y e a r s ' college tr a in ing in accounting or m ath em at ic s and 2 y e a r s ' experience in computing or tabulating. " B " ----------- D e scrip tion s included in this table are based upon inform ation obtained from one com pany and are not intended to be rep resen tative of n u m e r ica l con trol jo b s . Standard description s of jobs in nu m erical control activ itie s m ay be found in the r e v ise d edition of the D ictionary of Occupational T itle s to be published in Spring of 1965. 40 Regardless of the organizational patterns of maintenance, compa nies find that personnel servicing conventional machine tools can easily be shifted to service the numerically controlled machine. With additional training, those best adapted to service the control system are reported to be workers with a background of electrical or electronic experience. Changes in Tooling Jobs Requirements for the occupations of tool designer and tool and die maker are generally not altered although fewer and less complex jigs and fixtures are needed. New information related to general capabilities, func tions, operation, and programing techniques of various numerically con trolled machine tools must be learned. The use of this additional knowledge is necessary primarily to acquire new techniques to perform the usual tooling functions rather than learn actual changes in functions. As numerically con trolled machines replace conventional machines in the manufacture of tools, jigs, and fixtures; many of the decisions, judgments, shop practices, and precision machinery functions presently required of these highly skilled craftsmen will also be transferred to the planning and programing operations to be coded as instructions on a control tape. Changes in Drafting and Designer Jobs The draftsman may have to learn changes in the engineering drawing system and how to dimension for numerical control; part designers and meth ods planners must acquire also a thorough knowledge of the capabilities of numerical control systems and procedures and methods of programing. The functions and skills of the draftsman and engineer-designer may be altered considerably as a result of various new methods of auto mating design being developed in conjunction with numerical control. Clay model data pickup and digitizing sketches via cathode ray tube input devices are among the techniques that experts in the automobile and aerospace indus tries expect to be perfected over the next 5 to 10 years. These techniques produce a computer-captured model of the shape to be manufactured which can be converted readily into tape instructions for use on numerically con trolled machine tools. When this occurs, it may affect the numbers of drafts men required in the future. The principal duties of the engineer-designer will be the selection of design criteria and development of mathematical techniques for determining optimum design. 41 Chapter 7. Training for Numerical Control Training or retraining of personnel is one of the key manpower adjust ments associated with introducing numerically controlled machine tools. Lack ing available trained personnel in their own plant or labor market, users, as a rule, fill positions for numerical control by retraining their own employees. Assuming an expansion of numerical control--from 3, 3 65 installations at the end of 1963 to 12,000 at the end of 1967 and a two-shift operation for each installation--it is conceivable that nearly 52, 000 persons may need to be trained--one each per shift for operation, maintenance, and programing over the 4-year period. This would not include professional training for engineers, managers, and administrators. Varying degrees of training are needed to prepare employees for the different tasks. Substantially more training is required for programing and maintenance than for machine operation. Formal classroom instruction followed by on-the-job training are generally provided for employees selected for programing and maintenance. Training for the machine-tool operator and other positions ordinarily consists of training on the job after a brief period of familiarization (usually 1 week) and practical demonstrations of the new equipment. Company Training for Numerical Control Formal classroom instruction is often developed and presented by representatives of the manufacturers of the machine tools and control systems at their own specially established schools. Instruction is also conducted at the user plant by equipment producersT representatives or by employees trained at the producers1 schools. Only a few large user companies in the aircraft industry have found it expedient, thus far, to establish their own per manent training staff and school. Courses for part programers emphasize the techniques of program ing procedures in conjunction with programing exercises of typically manu factured parts. Courses for maintenance technicians concentrate on teaching the electronics of the control system --the servosystems and special circuitry that accompany numerical control. Formal classroom instruction for programers with a knowledge of machining and maintenance men with some knowledge of basic electronics usually lasts less than 5 weeks. But the length of on-the-job training needed for these and the other occupations varies widely. Some users indicate that it may take up to 6 months to train a programer and as long as 3 months to train a machine-tool operator. Simplification of numerical control technology, programing techniques and design of machine and electronic components re duces the length of this training. As a result of more simplified programing languages and techniques, for example, some experts assert that a tool de signer can be trained to become a competent programer in 2 or 3 weeks of 42 working on the job and that a conventional machine-tool operator can learn to operate a numerically controlled machine tool in 2 to 5 days. Jobs for positioning systems generally require less training than jobs for continuous path systems. Length of training, however, also depends on such factors as educational background and present skills of the person being trained. In case of a person already possessing machining skills, a relatively shorter period of retraining is required. But in the case of a young person just entering the labor market, training for any one job--with the possible exception of machine-tool operator--amounts to that normally required for the related conventional machining occupation plus the specialized training in numerical control. Implications for Vocational Education So far the task of training personnel for numerical control has been undertaken chiefly by the producers and users of equipment, but this type of training will probably be incorporated ultimately in the curriculum of institu tions which give vocational instruction to machining workers. In the case of machinists, this would mean changes in apprenticeship training courses (re ported by machinists in the labor force in 1963 as the largest single type of training program taken, and accounting for more than one-third of the machin ist vocational programs they had taken); and in courses given by high schools, vocational schools, technical institutes, and the Armed Forces. Some case examples of various types of training programs for nu merical control are presented below. They include an apprenticeship program at a government metalworking installation; a machinist retraining program co sponsored by a union and a State department of education, and a seminar series provided by a professional society. Apprenticeship Training Program An example of a comprehensive program for numerical control is one given at a Government metalworking installation well-known for its appren ticeship school. A unique feature is its comprehensive and long-range objec tive to develop highly skilled, versatile personnel for numerical control. All trainees are expected to be able to write complete and accurate program sheets for any job, to diagnose skillfully and efficiently and aid in the repair of any malfunctioning of a numerically controlled machine tool, and to understand the basic theory needed to interpret modern technical literature. Eligibility re quirements for entry into training include completion of a 4-year toolmaking apprenticeship course and experience in electrical or electronics work. The immediate goal of the course was to fill a demand for programers and maintenance men to service the installation’ s newly acquired numerical controlled machine tools. Long-range objectives include qualifying senior students of Toolmaker’ s Apprenticeship School of this Government metal working installation for key technical and administrative positions and to pro vide future instructors. 43 The course provides 320 hours of classroom work over an 8-week period. Students are provided with text materials and work sheets to be com pleted in class or at home. Table 13 describes the content of the course. Dailyhomework averages 2 V2 to 3 hours. Four hours are allotted for weekly exam inations and 4 hours for a final examination. Twenty-three employees entered training in two classes held during late 1962 and m id-1963. Between 1963-67, the new material will be incorpo rated into the program of the Toolmaker Apprenticeship School, although no change in the length of the present 4-year course is anticipated. Adult Education for Retraining Machinists A basic orientation course, sponsored by the California State Bureau of Industrial Education and the International Association of Machinists, was established in 1962 to train journeymen machinists in the fundamentals of machine-control systems. Its aim is to modify and supplement the existing knowledge and skills of journeymen machinists for competency in the installa tion, operation, and maintenance of numerical control. Presently being offered in two of the largest metropolitan areas of the State, the program has been completed by approximately 300 machinists as of mid 1963. Particulars of the course were developed by the State Bureau of Edu cation and the unionTs director of education. A manual was prepared especially to provide current and pertinent instructional materials for a 12-week (a total of 30 hours) course. The course includes discussion and study of feedback sys tems; types of sensors, servos, and monitors; and basic use and operation of amplifiers. It also includes the study of the principles of machine operation, of control systems and programing, and principles of machine maintenance. Appropriations provided under the National Defense Education Act of 1958 aided in financing the project. All State aid, including the text, is fur nished free to the schools. The only fee paid for the training by the eligible journeyman machinist is a $ 1 -tuition fee. Intended only as a pilot program, indications are that the course will develop into a permanent and broader source of training. Revision of the text and course is currently being undertaken. In addition to keeping journeymen abreast of the latest developments, the course could provide an important source of training for new workers entering the work force. Professional Seminar Sessions A professional technical association, the American Society of Tool and Manufacturing Engineers, provides one of the principal programs for the continuing education of professional machining personnel--engineers, fore man, technicians--in the fundamentals, problems of usage, and" current de velopment of numerical control. T a b le 1 3 . C o n ten t of T r a in in g C o u r s e s on N u m e r ic a l C o n tro l O pen A t a U .S . G o v e rn m e n t M e ta lw o r k in g In sta lla tio n T it le of co u r se L en gth of c o u r s e in h o u rs P r i m a r y n u m b e r s y s t e m ------------ 28 G e n e r a l b in a ry n u m b er s y s t e m and b in a ry co d ed d e c im a l s y s t e m . s y s t e m s b a se d on 8 and 16 a ls o c o v e r e d . A lg e b r a ---------------------------------------------- 32 C o n ce p ts of v e c t o r s and d ir e c tio n c o s in e s . A lg e b r a ic and g ra p h ica l m e th o d s fo r so lv in g sim u lta n e o u s e q u a tio n s. C o m p r e h e n s iv e d is c u s s io n of c a r t e s ia n , p olar s p h e r ic a l, and c y lin d r ic a l co o rd in a te s y s t e m s and th e ir r e la tio n to m a c h in e a x is m o v e m e n ts . A n a ly tic g e o m e t r y ------------------------- 32 M eth o d s o f lin e a r , p a r a b o lic , and c ir c u la r in te r p o la tio n . C u rve fittin g m e t h ods b a se d on c a lc u lu s u sin g the s im p lifie d and p r a c tic a l h e u r is tic a p p ro a ch . S w itch in g c i r c u i t s ------------------------- 24 M a th e m a tic a l th e o r y a p p lied to e le c t r ic o r e le c t r o n ic d e v ic e s . c o m p le x sw itch in g n e tw o rk s u sin g m o d e r n a lg e b r a . E l e c t r o n i c s --------------------------------------- 44 B a s ic P r a c t ic a l a n a ly zin g o p e ra tio n E l e c t r i c i t y --------------------------------------- 32 B a s ic e le c t r ic a l co m p o n e n ts. sc h e m a tic d ia g r a m s . H y d r a u lic s and p n e u m a tic s - - - - - 44 B a s ic units o f h y d r a u lic and p n eu m atic c ir c u it r y . T e c h n iq u e s fo r lo c a tin g d e fe ctiv e p a r ts . K n ow led ge of J . I . C . s y m b o ls and the a b ility to r e a d and a n a ly ze h y d ra u lic and p n eu m atic d ia g r a m s , such a s th o se fo r n u m e r ic a lly c o n tr o lle d m a c h in e s . P r o g r a m in g (m a c h in e and co m p u te r). 84 T r a in in g in two p h a s e s . P h a se one in v o lv e s te ch n iq u es fo r w ritin g p r o g r a m s fo r a v a r ie ty o f n u m e r ic a lly c o n tr o lle d m a ch in e t o o ls . G e n e r a l d is c u s s io n of p r o g r a m in g r u le s fo r s p e c ific m a c h in e s fo llo w e d by d e m o n s tr a tio n s o f p r o g r a m s w ritte n by stu d e n ts. P h a se two in v o lv e s sh o rt d is c u s s io n of the r o le of c o m p u te r s in p r o g r a m in g m a c h in e t o o ls , in clu d in g d e m o n s tr a tio n s of ty p ic a l p r o g r a m s fo r n u m e r ic a l co n tr o l w ith an e v a lu a tio n r e la tiv e to m a n u a l p r o g r a m in g . S ou rce: T r a in in g M a n u a ls . C ontent N um ber E xp la n a tio n of e le c tr o n ic c o m p o n e n ts, in clu d in g t r a n s is t o r s and s e r v o m e c h a n is m s . e x p e r ie n c e w ith e le c tr o n ic te s tin g d e v ic e s . T e c h n iq u e s fo r re a d in g and e le c tr o n ic sc h e m a tic d ia g r a m s such a s th o se a s s o c ia t e d w ith c o n tr o l and of n u m e r ic a lly c o n tr o lle d m a c h in e s . U .S . G o v e rn m e n t M e ta lw o r k in g In s t a lla tio n . T e c h n iq u e s fo r re a d in g and a n a ly z in g e le c t r ic a l 45 Essentially, the program is an orientation, 3-day workshop sem i nar covering varied types of numerically controlled machine tools. The program is designed to give engineers an introduction to programing lan guages and methods, machine capabilities, and management aspects of numer ical control. The program is also intended to help train employees of com panies just adopting numerical control and employees designated by their company to study the feasibility of using numerical control in their plant. The seminars are open to nonmembers of the Technical Society and participants have included college professors and presidents of firms as well as machine-tool design, application, electrical design, and project engineers. 47 Chapter 8. Implications for Employment In a s s e s s i n g the e m p lo y m e n t im p l i c a t i o n s of n u m e r i c a l c o n tro l of m ach in e t o o l s , a s in the c a s e of any l a b o r s a v i n g m a c h in e r y , it is im p o r ta n t to r e c o g n iz e the d iffic u lty of is o la t in g the e xp an d in g and d i s p l a c i n g e f f e c t s of this s p e c i f i c t e c h n o lo g ic a l change f r o m th o se r e s u l t in g f r o m c h a n g e s in m a r k e t d e m a n d , lo c a t io n , f o r e i g n c o m p e titio n , m e r g e r s , and c o n s u m e r t a s t e . N u m e r i c a l c o n tr o l, m o r e o v e r , a f f e c t s a wide d i v e r s i t y of m e t a l w orkin g i n d u s t r i e s , having d if f e r e n t t r e n d s of grow th and is only one of m an y t e c h n o lo g ic a l c h a n g e s a ffe c tin g p r o c e s s e s , m a t e r i a l s u s e d , and p r o d u c ts of m e ta lw o rk in g i n d u s t r i e s . A lthough d i r e c t m e a s u r e m e n t of the m a n p o w er im p a c t is not p o s s i b l e , s o m e f a c t o r s a ffe c tin g e m p lo y m e n t can be d escrib ed . L a b o r D i s p l a c e m e n t and E x p a n s io n The exten t of la b o r d i s p l a c e m e n t o r e x p a n s io n in m e ta lw o rk in g i n d u s t r i e s d ep en d s g r e a t l y on the e c o n o m ic c i r c u m s t a n c e s of the ch an ge and s p e e d with w hich n u m e r i c a l c o n t r o l is in tro d u c e d . When p ro d u c tio n i s r e l a tiv e ly c o n sta n t o r i n c r e a s i n g slo w ly , the i n c r e a s e d output p e r m a n - h o u r a s a r e s u l t of n u m e r i c a l c o n tro l co uld r e s u l t in a re d u c tio n in e m p lo y m e n t. The e x te n t of th is re d u c tio n m ig h t be l e s s than o th e r w is e b e c a u s e of the p l a n t ’ s im p r o v e d c o m p e titiv e p o s it io n in the w o r ld m a r k e t with f o r eign p r o d u c e r s . U n d er high ly c o m p e titiv e d o m e s t i c c o n d itio n s, it is p o s s i b l e that p la n ts w ith lo w e r c o s t s b e c a u s e of n u m e r i c a l c o n t r o l m a y i n c r e a s e th e ir e m p lo y m e n t, but at the e x p e n s e of co m p e tin g p la n ts o r s u b c o n tr a c t in g (su ch a s indepen dent too l and die and m ac h in e s h o p s ). T h ey m a y t h e r e b y g ain a l a r g e r s h a r e of the m a r k e t w ith the im p a c t fa llin g on the s m a l l e r and p r e s u m a b ly l e s s f in a n c ia lly c a p a b le p l a n t s . S in c e the in tro d u ctio n of n u m e r i c a l c o n tr o l is u s u a l l y g r a d u a l — one m a c h in e too l at a tim e p h a s e d o v e r a p e r i o d o f tim e — the s m a l l n u m b e r of w o r k e r s w h o se j o b s a r e e l im in a t e d co uld p r o b a b ly be t r a n s f e r r e d within the p lan t o r co m p a n y to av o id la y o ff. H o w e v e r, if a l a r g e n u m b e r of n u m e r i c a l c o n tro l m a c h in e to o ls a r e in tro d u c e d in a s h o r t p e r i o d of t im e , without a s u b s t a n t ia l i n c r e a s e in p ro d u c tio n , the a b ility to t r a n s f e r d i s p l a c e d w o r k e r s would b e c o m e m o r e d iffic u lt and p o s s i b l y r e s u l t in l a y o f f s . D urin g p e r i o d s o f e xp an d in g d e m a n d , new p ro d u c tio n p e a k s m ig h t be m e t th rough u s e of n u m e r i c a l c o n tro l w ithout adding a s m a n y w o r k e r s a s m ig h t be r e q u i r e d with co n v e n tio n al e q u ip m e n t and, t h e r e f o r e , w ould re d u c e e m p lo y m e n t o p p o r t u n it ie s . W here n u m e r i c a l c o n tro l i s in tr o d u c e d to m a n u fa c tu re new i t e m s in d e m an d w hich co u ld not be p r o d u c e d e c o n o m ic a l l y with co n v e n tio n al m ac h in in g m e th o d s , n u m e r i c a l e m p lo y m e n t w ould i n c r e a s e . 48 I m p lic a t io n s fo r E q u ip m e n t P r o d u c e r s N u m e r i c a l c o n tro l a l s o a f f e c t s the d e m an d f o r l a b o r on the p a r t of th o se who p ro d u c e the e q u ip m e n t - - m a c h in e - t o o l b u il d e r s an d m a n u f a c t u r e r s of c o n tro l s y s t e m s and c o m p u t e r s . M a c h in e -T o o l B u i l d e r s . N u m e r i c a l c o n tro l co u ld s t im u la t e new m a c h in e - t o o l b u il d e r s an d th e ir s a l e s and e m p lo y m e n t co uld, t h e r e f o r e , i n c r e a s e . E m p lo y m e n t in the m a c h in e - t o o l in d u s t r y ( m e t a l - c u t t i n g s e g ment) in 1963 a v e r a g e d 6 4 ,4 0 0 , about 1 p e r c e n t h ig h e r than in 1962. B y A u g u st 1964, the n u m b e r of e m p lo y e e s h ad r i s e n to 71, 100. A r e l a t i v e l y high an d u n ch an g e d p r o p o r tio n of e m p l o y e e s - -31 p e r c e n t - - a r e a d m i n i s t r a tiv e , c l e r i c a l , and p r o f e s s i o n a l . A s d e m a n d fo r n u m e r i c a l c o n tro l equ ip m en t r i s e s , h o w e v e r, d e m a n d fo r s o m e t y p e s of co n v en tio n al t o o ls m a y be d i s p l a c e d . S in c e one n u m e r i c a l m a c h in e can often do the jo b of two o r m o r e co n v en tio n al t o o l s , to ta l unit s a l e s of m a c h in e t o o ls m a y be r e d u c e d a s n u m e r i c a l c o n tro l b e c o m e s m o r e im p o r ta n t. In ad dition , s o m e m a c h in e - t o o l b u il d e r s a r e u s in g th is new e q u ip m e n t in th e ir own p ro d u c tio n . The net r e s u l t of c o n t r a c tin g and e x p a n s iv e f a c t o r s on e m p lo y m e n t i s t h e r e f o r e d iffic u lt to d e t e r m in e . C o n tro l S y s t e m P r o d u c e r s . N u m e r i c a l c o n tro l a l s o o p e n s new p ro d u c t an d s e r v i c e o p p o r tu n itie s f o r p r o d u c e r s of e l e c t r o n i c i n d u s t r i a l c o n t r o l s and t h e r e f o r e m a y c r e a t e new e m p lo y m e n t o p p o r t u n it ie s . T h e s e f i r m s a r e p a r t of the e l e c t r o n i c s in d u s tr y and s e p a r a t e e m p lo y m e n t s t a t i s t i c s a r e not a v a i l a b l e . C o n tro l p r o d u c e r s find an e xp an d in g m a r k e t fo r such e l e m e n t s a s t r a n s d u c e r s , r e l a y s , c o m p a r a t o r s , and s e r v o m e c h a n i s m s . S o m e of the le a d in g c o n tro l p r o d u c e r s h av e e s t a b l i s h e d s p e c i a l d e p a r t m e n t s d e v o te d s o l e l y to the r e s e a r c h , d e s ig n , an d f a b r i c a t i o n of n u m e r i c a l c o n tro l s y s t e m s , not only fo r m a c h in in g , but a l s o fo r a p p l i c a t i o n s in d r a ftin g , in sp e c tio n , an d a s s e m b l y . In ad d itio n , in t e g r a t in g the h a r d w a r e p r o d u c e d into a c o m p le te s y s t e m c r e a t e s d e m an d f o r s y s t e m s e n g in e e r in g p e r s o n n e l, in clu din g a l l ty p e s of c o n tro l e n g i n e e r s and t e c h n ic ia n s . C o m p u te r M a n u f a c t u r e r s . S in c e it i s not g e n e r a l l y c o n s i d e r e d e c o n o m ic a l to h av e a c o m p u te r s o l e l y fo r the n e e d s of p r o g r a m i n g n u m e r i c a l c o n t r o l, the e ffe c t on e m p lo y m e n t at c o m p u t e r m a n u f a c t u r e r s m a y be n e g l i g ib le . C o m p u t e r s a r e r e q u i r e d only fo r p r o g r a m i n g the m o r e c o m p le x but fo r l e s s n u m e r o u s continuous path s y s t e m . U s e r s of n u m e r i c a l l y c o n t r o lle d m a c h in e s who a l r e a d y h av e c o m p u t e r s h av e c a p a c i t y to h andle th is a d d e d t a s k . U s e r s who do not h av e c o m p u t e r s m a y u s e the s e r v i c e s of o u tsid e c o m p a n i e s owning c o m p u t e r s o r of the d a t a - p r o c e s s i n g c e n t e r s of c o m p u t e r m a n u fa c t u r e r s . E m p lo y m e n t in the M e ta lw o rk in g I n d u s try G ro u p E m p lo y m e n t in the m e ta lw o r k in g i n d u s t r i e s a s a g ro u p a v e r a g e d 6 . 6 m il l i o n in 1964, about 38 p e r c e n t of to ta l m a n u fa c t u r in g e m p lo y m e n t. 49 The in d u s t r y g r o u p s c o v e r e d in clu ded o r d n a n c e , f a b r i c a t e d - m e t a l p r o d u c t s , m a c h in e r y , e l e c t r i c a l e q u ip m e n t, t r a n s p o r t a t i o n equip m en t, and i n s t r u m e n t s and r e l a t e d p r o d u c t s — i n d u s t r i e s that u s e and p ro d u c e n u m e r i c a l l y c o n t r o lle d t o o ls . E m p lo y m e n t i n c r e a s e d by 33 p e r c e n t betw een 1947 and 1964 c o m p a r e d to an i n c r e a s e of 11 p e r c e n t fo r m a n u fa c t u r in g a s a w hole. The gain w a s l i m ited v e r y l a r g e l y to the f i r s t 10 y e a r s of the p e r io d . B e tw e e n 1957 and 1964, the to ta l n u m b e r of e m p l o y e e s i n c r e a s e d by about 117, 000 o r 2 p e r c e n t ; e m p lo y m e n t of p ro d u c tio n w o r k e r s d e c lin e d by about 168, 000 o r 4 p e r c e n t . Of the s i x in d u s t r y g r o u p s , only the t r a n s p o r t a t i o n , i n d u s t r y g ro u p did not r e c o r d an e m p lo y m e n t g ain in this p e r io d . A d m i n i s t r a t iv e , p r o f e s s i o n a l , t e c h n ic a l, and c l e r i c a l e m p lo y m e n t i n c r e a s e d b y 111 p e r c e n t betw e e n 1947 and 1964, while p ro d u c tio n w o r k e r e m p lo y m e n t in the m e ta lw o r k in g i n d u s t r i e s r o s e by only 14 p e r c e n t . A c c o r d in g ly , the p r o p o r tio n of p ro d u c tio n w o r k e r s to to ta l m e ta lw o r k in g e m p lo y m e n t had d e c lin e d f r o m about 80 p e r c e n t to 69 p e r c e n t in 1964. In that y e a r , the a d m i n i s t r a t i v e , p r o f e s s i o n a l , t e c h n ic a l, and c l e r i c a l e m p lo y e e s c o m p r i s e d 31 p e r c e n t of the to ta l, ra n g in g f r o m 23 p e r c e n t in f a b r i c a t e d m e t a l p r o d u c t s to 59 p e r c e n t in o rd n an c e and a c c e s s o r i e s . P r o d u c t io n w o r k e r s in m e ta lw o r k in g i n d u s t r i e s a v e r a g e d in 1964 a s lig h t ly lo n g e r w o rk w e e k than f a c t o r y w o r k e r s g e n e r a l l y (table 14). A v e r a g e w e e k ly o v e r t im e h o u r s v a r i e d , fr o m 1. 8 h o u r s in o rd n an c e to 3. 9 h o u r s in the t r a n s p o r t a t i o n e q u ip m e n t and m a c h in e r y in d u s t r y g r o u p s . T a b le 14. A v e r a g e W eekly H o u rs and O v e r t im e H o u r s of P r o d u c tio n W o r k e r s in M e ta lw o rk in g I n d u s t r i e s , 1964 In dustry A verage w e e k ly h o u r s A verage w e e k ly o v e r t i m e h o u rs M a n u f a c t u r i n g _____________________ F a b r i c a t e d - m e t a l p r o d u c t s ________ M a c h i n e r y _________________________ E l e c t r i c a l e q u i p m e n t _____________ T r a n s p o r t a t i o n e q u i p m e n t ________ I n s t r u m e n t s and r e l a t e d p r o d u c t s . O rd n an ce and a c c e s s o r i e s ________ 40. 41. 41. 40. 42. 40. 41. 3. 3. 3. 2. 3. 2. 1. 5 4 8 3 1 8 0 1 4 9 3 9 5 8 50 E s t i m a t e d r a t e s of output g ro w th o v e r the 1957-76 p e r i o d p r e p a r e d by the N a tio n a l P lan n in g A s s o c i a t i o n fo r 18 m e ta lw o r k in g i n d u s t r i e s ( 3 - d ig it SIC ) p r o j e c t a f a i r l y high r a t e of e x p a n s io n f o r m a n y i n d u s t r i e s . (The N P A p r o je c t i o n s a r e b a s e d on the a s s u m p t i o n of a 4. 2 - p e r c e n t grow th r a t e in the g r o s s n a tio n a l p ro d u c t. ) Introduction of n u m e r i c a l c o n tr o l in m e ta lw o r k in g i n d u s t r i e s o v e r the n ext few y e a r s m a y , t h e r e f o r e , take p l a c e u n d er f a v o r ab le e c o n o m ic c o n d itio n s. Of the 18 i n d u s t r i e s , the p r o je c t e d r a te fo r 4 w ould i n c r e a s e f r o m 2 to 4 p e r c e n t ; 8, f r o m 4 to 6 p e r c e n t ; and 6, 6 p e r c e n t and o v e r . E m p lo y m e n t, a s a n a ly z e d by the B u r e a u of L a b o r S t a t i s t i c s , i s a l s o e x p e c t e d to i n c r e a s e in m a n y of th e s e i n d u s t r i e s but not a s r a p i d l y a s output b e c a u s e of p r o d u c t iv ity a d v a n c e s r e s u l t in g f r o m te c h n ic a l in n o v a tio n s, i n cludin g n u m e r i c a l c o n tro l. The e x te n t of e m p lo y m e n t ch an ge w hich w ill v a r y f r o m i n d u s t r y to in d u s t r y is d iffic u lt to e s t i m a t e . E m p lo y m e n t in e l e c t r o n i c s , fo r e x a m p l e , is e x p e c t e d to i n c r e a s e , but at a s l o w e r r a t e than in the r e c e n t p a s t . In the a e r o s p a c e in d u s t r y , e m p lo y m e n t m a y continue to d e c lin e . F u tu r e e m p lo y m e n t t r e n d s in the m o t o r v e h i c l e s and p a r t s in d u s t r y a r e u n c e r ta in . With m o r e than 20 p e r c e n t of to ta l m e ta lw o r k in g e m p lo y m e n t on d e fe n se w o r k in 1963, the o utlo o k fo r m e ta lw o r k in g jo b s d e p e n d s to a c o n s i d e r a b l e e x te n t on G o v e rn m e n t p o l i c i e s . E m p lo y m e n t C h a n g e s in S p e c if i c M ach in in g O cc u p a tio n s W o r k e r s m o s t d i r e c t l y a f f e c t e d by the in tro d u c tio n of n u m e r i c a l c o n t r o l a r e those who s e t up and o p e r a t e m a c h in e t o o l s . In e a r l y 1963, about 1. 1 m illio n w o r k e r s w e r e e m p lo y e d a s a l l - r o u n d m a c h i n i s t s , m a c h in e - t o o l o p e r a t o r s , too l and die m a k e r s , in s t r u m e n t m a k e r s , and se tu p and lay o u t m e n . (T h is B u r e a u o f L a b o r S t a t i s t i c s e s t i m a t e in c lu d e s w o r k e r s e m p lo y e d in a ll s e c t o r s — m a n u fa c t u r in g and n o n m a n u fa c tu r in g . ) Although grow th in e m p lo y m e n t in e a c h m a c h in in g o c c u p a tio n co uld be s lo w e d b y e x te n d e d u s e of n u m e r i c a l c o n tr o l, s o m e o c c u p a tio n s m a y be a f f e c t e d m o r e than o t h e r s . S in ce one n u m e r i c a l l y c o n t r o lle d m a c h in e tool d i s p l a c e s s e v e r a l c o n v e n tio n al m a c h in e s , e m p lo y m e n t of m a c h in e - t o o l o p e r a t o r s is p a r t i c u l a r l y s e n s i t i v e to ch an ge . In e a r l y 1963, m a c h in e - t o o l o p e r a t o r e m p lo y m e n t ( s k ille d and s e m i s k i l l e d ) w a s e s t i m a t e d at about 570, 000. The p r o b a b le d e c lin e of this l e v e l of e m p lo y m e n t w ill be p a r t i a l l y o f f s e t by the d e m a n d fo r s k i l l e d m a c h in e - t o o l o p e r a t o r s a s p a r t p r o g r a m e r s . The i m p a c t of n u m e r i c a l c o n tr o l on e m p lo y m e n t of m a c h i n i s t s and in s t r u m e n t m a k e r s ( e x p e r im e n t a l m a c h i n i s t s ) i s l ik e ly to be m o r e lim it e d . In e a r l y 1963, m a c h in i s t and in s t r u m e n t m a k e r e m p lo y m e n t w a s about 350, 000. S in c e m a n y m a c h i n i s t s and i n s t r u m e n t m a k e r s a r e e m p lo y e d in m e ta lw o r k in g r e p a i r s h o p s and r e s e a r c h and d e v e lo p m e n t l a b o r a t o r i e s w h e re n u m e r i c a l c o n t r o l i s not l ik e ly to be u s e d e x t e n s i v e l y , the im p a c t o f this te ch n o lo g y on th e ir e m p lo y m e n t m a y be lim it e d . 51 T o o l and die m a k e r s m a y be a f f e c t e d by w i d e s p r e a d u s e of n u m e r i c a l c o n tro l. M o re than 150, 000 too l and die m a k e r s w e r e e m p lo y e d in e a r l y 1963. A c c o r d in g to D e p a r tm e n t of L a b o r e s t i m a t e s , about 35, 000 w o r k e r s w ill be n eed ed d u rin g the 1 9 6 0 !s to r e p l a c e e x p e r i e n c e d to o l and die m a k e r s who r e t ir e o r d ie. A d d itio n al th o u sa n d s m a y be n e e d e d a s a r e s u l t of i n d u s t r i a l e x p a n s io n . An ad e q u ate su p p ly of w o r k e r s , h o w e v e r, a r e not e x p e c t e d to q u a lify th ro u g h a p p r e n t ic e s h ip durin g the 1 0 - y e a r p e r i o d , 1 9 6 0 -7 0 . An im p o r ta n t s o u r c e fo r o v e r c o m in g su c h s h o r t a g e s i s th ro u gh the u p g ra d in g of m a c h in e - t o o l o p e r a t o r s and m a c h i n i s t s . One of the r e s u l t s of the w id e r u s e of n u m e r i c a l c o n tr o l m a y be to r e d u c e this p r o s p e c t i v e s h o r t a g e . 53 Chapter 9. Labor-Management Adjustments P r o b l e m s of jo b a d ju s t m e n t and d i s p l a c e m e n t at p la n ts in tro d u cin g n u m e r i c a ll y c o n t r o lle d m a c h in e to o ls a r e l a r g e l y m a t t e r s of c o lle c tiv e b a r gainin g in the m e ta lw o r k in g i n d u s t r i e s w h ere about 75 p e r c e n t of e m p lo y m e n t i s c o v e r e d by union c o n t r a c t s . The p r i n c i p a l unions in th e s e i n d u s t r i e s a r e the U nited A u to m o b ile , A e r o s p a c e and A g r i c u l t u r a l Im p le m e n t W o r k e r s of A m e r i c a ; the In te rn a tio n a l Union of E l e c t r i c a l , R adio and M a chine W o r k e r s ; the In te rn a tio n a l A s s o c i a t i o n of M a c h in is ts and A e r o s p a c e W o r k e r s ; and the U nited S t e e l w o r k e r s of A m e r i c a . T h is c h a p t e r b r i e f l y r e v ie w s s o m e c o lle c t iv e b a r g a in in g a d j u s t m e n ts to t e c h n o lo g ic a l ch an ge g e n e r a l l y , not s p e c i f i c a l l y f o r n u m e r i c a l co n tro l. Only i l l u s t r a t i v e e x a m p l e s a r e g iv en s i n c e d a ta on the p r e v a le n c e of su ch p r o v i s i o n s a r e not a v a il a b l e . The in tro d u c tio n of n u m e r i c a l c o n tro l r e p o r t e d l y h a s h ad little im p a c t a s y e t on l a b o r - m a n a g e m e n t r e l a tio n s . N e v e r t h e l e s s , s o m e b r i e f d i s c u s s i o n of m e th o d s of d e te r m in in g s k il l r a t i n g s and w ag e p a y m e n t s , of d e te r m in in g j u r i s d i c t i o n o v e r new j o b s , and of aid in g in the a d ju s t m e n t of d i s p l a c e d w o r k e r s i s p e r tin e n t to th is a n a l y s i s of p o s s i b l e i m p l i c a t i o n s of n u m e r i c a l c o n tro l. M ethod of D e te rm in in g S k ill L e v e l and W age R a t e s One im p o r t a n t lab o r - m a n a g e m e n t p r o b l e m that a r i s e s in in tro d u cin g n u m e r i c a l c o n tr o l p e r t a i n s to the d e te r m in a t io n of l e v e l s of s k il l and w age r a t e s f o r the j o b s a s s o c i a t e d with the new te ch n iq u e . C o lle c t iv e b a r g a i n in g c o n t r a c t s g e n e r a l l y s p e c i f y the w ag e se ttin g and jo b c l a s s i f i c a t i o n p r o c e d u r e s g o v e rn in g a f f e c t e d jo b s within the b a r g ain in g unit. U n d e r f o r m a l jo b e v a lu a tio n s y s t e m s , new j o b s would be p r o c e s s e d a c c o r d in g to the c r i t e r i a s e t fo rth in the p lan . W here in ce n tiv e p la n s a r e in f o r c e , the in tro d u ctio n of n u m e r i c a l c o n tro l m a y e n ta il e f f o r t s to r e v i s e r a t e s . (A c c o rd in g to a BL»S stu d y , about 21 p e r c e n t of p r o d u c tion w o r k e r s in m e t a lw o r k in g w e r e p a id on an in ce n tiv e b a s i s a s of 1958.) Q u e stio n s m a y a r i s e u n d e r the re c o g n itio n c l a u s e of the c o n t r a c t. While e x p e r i e n c e i s s t i l l lim it e d , it is r e p o r t e d that o p e r a t o r s and m a i n te n a n ce w o r k e r s on n u m e r i c a l l y c o n tr o lle d m a c h in e to o ls a r e u s u a l l y r e g a r d e d a s p a r t of the p ro d u c tio n w o r k e r g ro u p c o v e r e d by union c o n t r a c t s . The s t a t u s of the p r o g r a m e r , on the o th e r hand, h a s b e e n u n d e r d is p u te . F o r e x a m p l e , in a g r i e v a n c e c a s e in an a u to m o b ile p lan t that w a s s e t t l e d by an i m p a r t i a l a r b i t r a t o r , m a n a g e m e n t a r g u e d that w o rk of p r o g r a m i n g f o r n u m e r i c a l c o n tro l b e lo n g e d to a p ro d u c tio n e n g in e e r of the m e th o d s d e p a r tm e n t , a m a n a g e m e n t unit, and t h e r e f o r e w a s o u ts id e the b a r g a in in g unit. The union c o u n te re d that m a n y of the fu n c tio n s of p r o g r a m i n g h ad a lw a y s b e e n p a r t of the t o o l m a k e r ’s a c t i v i t i e s and b e lo n g to p ro d u c tio n w o r k e r s in the b a r g a in in g unit. The a r b i t r a t o r d e c id e d that, u n d e r the r e c o g n itio n c l a u s e , t o o l m a k e r s could not be t o t a lly e x c lu d e d f r o m p e r f o r m i n g the p r o g r a m i n g function s in c e this w ould d e p r iv e th e m of w o rk that they had p e r f o r m e d p r e v i o u s l y by v ir tu e of t h e ir c l a s s i f i c a t i o n . 54 As numerical control is extended, grievances over the operation of provisions in collective bargaining agreements for job classification, seniority, and wage rate setting for new jobs, may arise more frequently. Methods of Adjusting to Displacement In some metalworking firm s, labor-management agreements attempt to cushion the impact of worker displacement by various techniques. None of these techniques were specifically adopted to cope with the effects of numerical control but are generally applicable in case of displacement because of technological or related changes. They would be applicable, for example, in the case of worker displacement resulting from a plant shut down because of inability to compete with more highly automated plants. The introduction of numerical control is part of the general background of tech nological change that is stimulating labor and management to consider measures for job security, etc. These measures are described below under four broad types: Measures for Advance Notice. In some metalworking firm s, labormanagement agreements provide that employees and unions be given notice of anticipated layoffs, plant closing, and major changes, a fixed period of time in advance of the effective date of the change. Such advance notice pro vides opportunity for planning programs of adjustment. The period of time given may be from 1 month to a year. In a few metalworking plants, joint union-management committees have been set up to study the effects of auto mation and recommend methods of adjustment. Methods of Avoiding Layoff. A variety of methods are used in achieving technological change without layoff of individual workers. The exact extent of these practices in metalworking industries is not known. Some employers make use of attrition to reduce the work force to the level needed by the new equipment. No one is hired to fill vacancies left by'death, retirements, and quits. Since numerical control is usually intro duced gradually, one tool at a time, and thus affects only a few employees at a time, the use of attrition may be a particularly effective method of avoiding layoffs. Early retirement provides a way of avoiding layoffs where techno logical change is reducing job opportunities, by encouraging older workers to leave the work force. Younger workers who might otherwise be laid off because of technological change can then be retained. A large proportion of private retirement plans contain provisions for payment of benefits on retire ment before 65. Recent agreements in the auto and farm equipments indus tries liberalized provisions for early retirement benefits. 55 Labor-management agreements in some metalworking firms (nota bly in the automobile and farm equipment industries) provide for transfer of workers whose jobs have been eliminated to other jobs within the plant or to other plants within the same company. In a few cases, relocation allowances covering the cost of moving are provided. Methods of Easing the Burden of Unemployment. A substantial num ber of workers in automobile, farm equipment, aerospace, and electrical machinery industries are covered by severance pay plans, which provide a lump-sum benefit to workers who are permanently laid off, usually varying with length of service. Also, in these industries, a substantial number of employees are covered by plans providing supplementary unemployment benefits. These payments, made out of a fund financed by employers, are intended primarily to supplement benefits paid out by the State unemployment insurance system. Methods of Facilitating New Employment. Employers and unions in metalworking industries have sometimes tried to find jobs for laid-off employees in other companies through newspaper ads, private and public employment offices, etc. The International Association of Machinists, for example, located jobs in different parts of the country for several thousand workers laid off in New York. Some metalworking unions have initiated retraining programs for displaced worker s. As numerical control is more widely adopted, retraining programs, along the lines described earlier, will probably be considered more intensively. 57 Appendix. Selected Bibliography on Outlook for Numerical Control of Machine Tools Introduction Ashburn, Anderson. 1'Automation--Its Development in Metalworking," Mechanical Engineering, November 1955, pp. 958-962. Perkins, Roy B. Evolution of Numerical Control, Paper presented at Thirty-First Annual Meeting of American Society of Tool and Manufac turing Engineers, Chicago, April 29-May 3, 1963, 14 pages. Proceedings of the Michigan Machine Tool Conference, March 28-29, 1962. Edited by Clark E. Chastam. Industrial Development Research Programs, Institute of Science and Technology, The University of Michigan, June 1962, Ann Arbor, Michigan. "The Eight American Machinist Inventory of Metalworking Equipment, 1958, " American Machinist, November 17, 1958, pp. 1-4. National Machine Tool Builders’ Association, Machine Tools Today, Washington, National Machine Tool Builders’ Association, 1964, pp, 1-48. Numerical Control in Machine Tool Technology Aerospace Industries Association of America, Inc. , Numerical Control, Washington, Aerospace Industries of America, Inc. , 1957, pp. 8-25, 47-57. "Apt-Manufacturing by the N um bers," Aerospace, March 1964, pp. 17-20. Carlberg, Edward F. Trends and Future Directions of Numerical Control, Paper presented at Thirty-First Annual Meeting of American Society of Tool and Manufacturing Engineers, Chicago, April 29-May 3, 1963, 8 pages. Childs, J. J. "How Air Force Requirements Blazed the Path to Numerical Control, " Machine and Tool Blue Book, May 1961, pp. 90-93. (Also issues of June 1961, pp. 132-134; July 1961, pp. 133-136; January 1962, pp. 118-120; February 1962, pp. 134-135.) Clark, Jr. , Stephen C. pp. 60-67o "Numerical Positioning, " Automation, April 1958, 58 McCleary, E. L. A Look at the Bright Future of Numerical Control, Paper presented at Creative Manufacturing Seminars of American Society of Tool and Manufacturing Engineers, Detroit, 1963-64, 13 pp. Shallenberger, Frank K. "Economics of Plant Automation, n Automation in Business and Industry, M New York, John Wiley and Sons, Inc. , 1957, pp. 547-5750 Stocker, Jr. , William M 0 "The ABC’ s of Numerical Control, " American Machinist, August 8, I960, pp. 93-108. Taft, Charles K. What is Numerical Control?, Paper presented at ThirtyFirst Annual Meeting of American Society of Tool and Manufacturing Engineers, Chicago, April 29-May 3, 1963, 14 pages. "What is N /C ’ s Place in Manufacturing?" American Machinist, March 19, 1962, p. 106. Status of Numerical Control Applications Aerospace Industries Association of America, Inc. , Aerospace Technical Forecast 1962-1972, Washington, Aerospace Industries of America, Inc., 1962, pp. 125-126. "Numerical Control Shows Record Growth, " American Machinist, July 22, 1963, pp. 71-76. Taylor, Frederick. 1964, p. 1. "Autos in a F lu rry ," Wall Street Journal, July 17, U .S. Department of Commerce, Bureau of the Census and Business and Defense Services Administration, Machine Tools with Numerical and Prerecorded Motion Program Controls: 1954 - June 30, 1962, Washington, Bureau of the Census, 1963, pp. 1 -4 C U .S. Department of Commerce, Bureau of the Census and Business and Defense Services Administration, Machine Tools with Numerical and Prerecorded Motion Program Controls; 1963, Washington, Bureau of the Census, 1964, pp. 1-3. Outlook for Numerical Control "A Survey of Current Equipment and Systems, " Metalworking, December 1962, pp. 25-26. Hitchcock’ s Machine and Tool Directory, 1962, Hitchcock Publications, Wheaton, 111. , 1962 edition, 442 pages. 59 Jones, H. F. ’’Automation Holds Key to Fast Style Changes, ” The Iron Age, July 9, 1964, p. 37. Melman, Seymour. "Machine Tools: A Backward Industry, " Challenge, June 1962, pp. 27-31. Metaxas, Ted. "You Can’t Afford to Overlook Numerical Control, " Mill and Factory, August I960, pp. 79-80. "Numerical Control: The Second Decade, " American Machinist, October 26, 1964, pp. nc 1-48. Stocker, Jr. , William M. "How to Prove the Profit in Numerical Control, " American Machinist, October 30, 1961, pp. 77-120. 17th Annual Survey of Business Plans for New Plants and Equipment, 19641967, McGraw-Hill Company, Department of Economics, New York, April 1964, 29 pp. "The Ninth American Machinist Inventory of Metalworking Equipment, " American Machinist, June 10, 1963, pp. env 1-72. UoS. Department of Commerce, Business and Defense Services Adminis tration. The U .S. Industrial Outlook for 1963, Washington, U .S. Govern ment Printing Office, 1963, p. 52. U.S. Treasury Department, Internal Revenue Service. Depreciation Guide lines and Rules, Pub. No. 6156 (7-62), Washington, U.S. Government Printing Office, 1962, pp. 14-16. "What’ s Holding Back Numerical Control?" Factory, April 1961, pp. 67-69. Impact on Unit Labor Requirements Childs, J. J. "W ill Numerical Control Save You M oney?" Machine and Tool Blue Book, October 1961, pp. 132-134. Friden Flexowriter for Numerical Control, Rochester, N. Y. , Friden Inc. , 1961, pp. 21-25. Hale, Frank W. Economic Aspects of Positioning Numerical Control Systems, West Hartford, Conn. , Pratt and Whitney Co. , Inc. , April 1962, ppc 20-33. Jollis, C. S. "The Advantages of Numerically Controlled Machine T o o ls ," Computers and Automation, March 1961, pp. 15-18. "Justifying N. C. - Design Flexibility, " Metalworking, January 1962, pp. 21-23. 60 "Justifying N. C. - Layout Eliminated, n Metalworking, September 1962, pp. 81-82. "Justifying N. C. - Lower Manufacturing Costs, " Metalworking, March 1962, pp. 43-44. Knaus, Jr. , Walter P. and Edgar, Charles T. "Figuring Where N/C Pays Off, " American Machinist, June 8, 1964, pp. 76-77. McAvay, William. Numerical Control for Short Run Production, Paper presented at Thirty-First Annual Meeting of American Society of Tool and Manufacturing Engineers, Chicago, April 29-May 3, 1963, 15 pages. "N. C. Can Cut Machinery Costs On Short Run Production, " Metalworking, March 1962, pp. 45-46. "N /C : How and When to Buy It, " Steel, May 4, 1964, pp. 3-16. Randall, Jr. , H. B. "Numerical Control Cuts Production C o s ts ," Automation, July 1964, pp. 55-57. Stanford Research Institute, Management Decisions to Automate, Report prepared for Office of Manpower, Automation and Training, U. S. Depart ment of Labor, Washington, D. C. , 1964, pp. 20-23. Tilton, Peter D. Retrofit Applications of Numerical Controls for Machine Tools, Pasadena, California, Stanford Research Institute, December 1957, pp. 51-76. "To Evaluate N. C. Economies, Check All Its Benefits, " Metalworking, December 1962, pp. 21-24. U. S. Army, Ordnance Weapons Command, Ordnance Corps Study of Numerically Controlled Machine Tools, Joliet, 111. , Headquarters Ordnance Weapons Command, I960, pp. 14-43. Vlahos, C. J. "N /C Makes Giants of Small Manufacturers, " Mill and Factory, February 1964, pp. 59-62. Occupations and Training Bloomberg, Ray. "At Boeing Nearly Everybody Studies Numerical Control, " Control Engineering, August 1959, pp. 38-40. "California Classes Boost Journeyman Training," Machinist, May 31, 1962, p. 11. Childs, J. J. "Numerical Control and Personnel Requirements, " Machine and Tool Blue Book, December 1961, pp. 123-126. 61 Clarke, Robert E. Methods of Training Plant Personnel for Numerical Control, Paper presented at Thirty-First Annual Meeting of American Society of Tool and Manufacturing Engineers, Chicago, April 29-May 3, 1963, 7 pages. Friden Flexowriter for Numerical Control, op. cit. , pp. 8-11, and 21-23. Hale, Frank W. The Place of Numerical Control in Vocational Education, Presented at American Vocational Association Seminar, Milwaukee, Wisconsin, December 5, 1962, 8 pages. Heeb, Harry B. "Programming Is Easy for Point to Point Numerical Control, " Machinery, June 1962, pp. 92-97. Hyman, I. Harry. "A Toolroom Foreman Talks Training, " American Machinist, February 6, 1961, pp. 80-82. "Job Switch for T and D M ak ers?" American Machinist, November 13, 1961, p. 119. Keebler, James C. "Planning and Programing N /C ," Automation, September 1964, pp. 58-144. McRainey, J. H. and Miller*, L. D. "Project 60 - Numerical Control, " Automation, August I960, pp. 70-100. Monroe, Harry. pp. 142-145. "Training for Maintenance," Automation, March 1962, "National Education Act Helps Two Ways, " Control Engineering, August I960, pp. 77-79. Olesten, Nils O. "Steppingstones to Numerical Control, " Automation, June 1961, pp. 60-66. "Organization of a Numerical Control Operation, " Mechanical Engineering, May 1959, p. 61. "School for Maintenance, " Mill and Factory, April 1963, pp. 82-86. Severson, Thomas V. A User's View of Tape Machines, Paper presented at Thirty-First Annual Meeting of American Society of Tool and Manufacturing Engineers, Chicago, April 29-May 3, 1963, 7 pages. Smith, H. A. "Organizing Maintenance for Numerically Controlled Machines, " Plant Engineering, June I960, pp. 111-113. "Tool with Skill of a Machinist, " Business Week, June 17, 1961, pp. 80-87. 62 " T r a i n S tu d e n ts E a r l y fo r N / C , M Irdn A g e , J a n u a r y 24, 1963, p. 43. " T r a v e l i n g S e m i n a r A d v i s e s M e ta lw o rk in g M a n a g e m e n t, " A m e r i c a n M a c h in is t, F e b r u a r y 19, 1962, p. 93. U. S. A r m y , O rd n an ce W eapons C o m m a n d . 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