Assembling XYZ stage for Bath Interferometer



A few of the photos are larger than in this web page (right click image and open in a new tab to see full size). 

Tools you will need (you shouldn't need the tiny file at the bottom).  These are the tools we use.  Some are optional.  The large file is most important.  The white piece, called "the helper tool", should be included in your parts.  The #8-32 screw for tapping stage and knobs is also included.


tools
 
All steps below were performed by one person!  It's easier with a third hand but we did it with only two hands.  All photos and descriptions are written for if there is only one person assembling the stage and this was her 6th stage that she assembled. 
 
First clean up the steel/aluminum and brass parts.  If you don't have brass tubes then you are in the wrong instructions - go here instead.  Rub the ends of the rods against a file as shown in picture to clean it up.  It should only take maybe 20 seconds per end of the steel/aluminum part if you are forceful.  Move in the direction that the file is working harder (moving rod towards handle of file).  Use a flat angle like in the photo as we only care about burrs that may touch the brass.
 

 
Then clean the inside of the brass parts.  If you use a lot of force it should only take 10 seconds per inner edge.

No brass parts?  You are in the wrong instructions - go here instead.


 

 
Slide the brass over a rod part to make sure it slides perfectly.  No extra resistance when the end of a rod is at the end of the brass part.  It should be absolutely perfect.  Sometimes it helps to wash any grease/gunk off the rods in soapy water and dry immediately.
 
The threaded rods shouldn't need any modification.  The ends have been tested already (by us) by threading a nut.   You could try this yourself to be sure.   If one end is fine and the other not so good then put a nut on the good end and run the nut all the way to the bad end and then off the end to repair the threads.   If you do file the tip of a threaded rod, always file away from the tip.  For example in this photo only move the rod towards your hand.
 




Lower Assembly



 

Place tripod nut (1/4-20 thread) firmly into hex hole of z stage as shown.  Push firmly.  If it seems lose then glue it in place but it usually doesn't need any glue.  It is possible to do this step after everything else is assembled (including gluing) so don't panic if you missed this step. It is more difficult however.
 
 

 
Z MOVEMENT ASSEMBLY
 
Locate the largest 2 plastic parts (z stage and z slider)
 
Using the 2 longest steel/aluminum rods and the 2 longest brass rods insert them into the lower portion of z slider part like shown.  
 


Note the location of the triangles on the 2 plastic parts - they line up (not exactly - but same side of the part).  If you get this wrong then the "KNOB" wording on the bottom part will indicate the wrong side when you are at the step to do the knob.  It's also good to line up the triangles because we make sure the parts fit perfectly but only in that orientation.
 
 


 
Snap metal rods into z stage as shown.

 

Note that we already filed parts as need to get it to fit perfectly (within less than 0.1mm) before we shipped them to you.  But here are the instructions just in case.  Make sure the the z slider moves with just gravity as shown in video below.  
 


 
If it takes just a tiny tiny bit of force (say a little shaking) then it's probably good enough but having no friction makes the XYZ stage a joy to use as it is important to eliminate all play/backlash.  First push the brass a little harder into the z slider and the metal a little harder into the z stage as then it might slide perfectly.  Also consider washing the rods in soap and water if they look grungy or blowing dust off the parts or repeating the earlier steps to widen the brass lip and smooth the rod ends.

Too loose?  If either or both rods slide too easily through the plastic you can add a drop of glue where the green arrow is on the photo above.  I recommend waiting until everything is assembled for gluing.  Or do it whenever you do the other gluing steps.
 
If you want to lower the friction - click here for more details
 



Tap the helper tool using a supplied screw as shown.  Move the screw in and out 2 or 3 times so the threads aren't super tight.
put helper in drill and use screwdriver to tap the helper tool

Assemble helper tool with one or two nuts (two is better!) as shown below.  Use wrenches to make things quite tight without stripping the plastic helper tool.  Because the drill grips the plastic - this tool will allow you to do much more clockwise torque than counter clockwise.  So when "battling" a lock nut you will only be able to go clockwise on the drill.




BE VERY CAREFUL NOT TO LET THE SLIDER HIT THE BASE - if things tighten completely something will strip and most likely it will be the z slider.

Getting a new part from me is just $2 plus $3 shipping (in usa).  I had one customer who simply bought the next larger size thread from a hardware store and drilled out the holes larger in everything related to that one axis.  That works fine as well.

Make sure drill is on clockwise and   insert rod into the side away from where bottom piece says "KNOB" as we will try to add the knob lock nut first. after this step.
 
Using electric drill run it all the way through.  While keeping the moving stage somewhat centered, go back and forth (about the length of one threaded section or about 1/4 inch for this part) about 40 times at high speed (around 40 times for gray parts, about 10 times for black parts which melt at a lower temp), to melt and form a nice perfect tap/threading. Check the rotational friction by spinning the assembly. It should be very little friction.
 
BE VERY CAREFUL NOT TO LET THE SLIDER HIT THE BASE - power tools can wreck things fast.
 

 
Pre-thread the 6 lock nuts.  Use one of the screws as a tap and pass it in and out of each lock nut at low speed twice.  Twice is plenty.  Any more and the nylon in the lock nut can melt and cause problems.  After each lock nut threading let the screw cool before doing the next.  Melting the 3d printed plastic parts using threading is a good thing and lowers friction.  Melting the nylon in the lock nuts is a bad thing and increases friction.

Put a lock nut on the far end.  Tighten it by hand until it gets to the nylon.  Use some type of wrench and the drill to get the nut as far on as you can get.  The drill should be on lower speed whenever fighting a lock nut as high speed can overheat the nylon and melt it into the threads.

 



 
 
 
 
Remove helper tool.   Again note that it says "KNOB" on the base at one end of the threaded rod - clearly visible in above photo.  If you got the wrong end don't panic - just move to the next step.
 
Add a second lock nut to the other end of the threaded rod such that there is a lock nut on each end (shown below).  Use two wrenches to tighten both knobs.  Be very careful not to crush the plastic base.  Check frequently how much play there is by sliding the threaded rod back and forth.

shows both lock nuts

On the end away from "KNOB" you want the nut tightened until the threaded rod sticks all the way through but just barely: flush with the end.
 
Don't tighten these lock nuts completely just yet - just get far enough so there is plenty of room for adding the knob.  Once the plastic knob is attached it's much easier to precisely position the lock nuts.

If you are alone, it's helpful to use a vice grip unattended on one lock nut (blue arrow) and then try to grip the thread with your fingers with one hand and use a wrench to turn the other lock nut.  If you have a "third hand" (second person) then that person can hold the blue arrowed lock nut with any kind of wrench.  If your fingers aren't strong enough you can try needle nose pliers (green arrow).  We did this very close to the end of the thread so if the threads are damaged a little in this particular spot it will cause minimal problems.





Tighten until it looks like this (again it can be a little loose - you need room for the knob on the KNOB end):


Before adding the knob - it's easier to pre tap the knob.  Some #8-32 phillips screws are included in the kit for tapping.  Tap all the knobs.



Add a nut and then a knob (there are 2 different styles of knob - this is the thinner style in the picture).





Screw on knob until the threaded rod is just flush (almost sticking out of the knob).  Tighten the nut gainst the knob tight.  It should take very little effort to rotate the knob - feather touch.  If not, double check that the rods and brass tubes are seated properly.  Did you run the stage back and forth fast with the electric drill to melt/tap the threads in the Z slider (earlier - see video)?

To "loosen" the lock nut near the knob, hold it still with a wrench while spinning your new knob clockwise .  To "tighten" the lock nut far from the knob do things similarly
(first photo below).  DO NOT turn your new knob counter clockwise when fighting a lock nut.  In that case (if you are tightening the lock nut near the knob or loosening the lock nut far from the knob) you put a wrench on the normal nut that is touching the plastic knob (second photo below).

Another way to think of this - when fighting lock nuts - if you want to turn the white knob clockwise - just go for it - if you want to turn the white knob counter clockwise - put a wrench on the nut that is touching the knob instead.





Using this technique make sure the 2 lock nuts just barely touch such that they aren't squeezing the base (which would add friction when turning the knob) and there is no play/backlash.  If there is play then you can slide the Z stage without turning the knob.  That's bad.  So get rid of the play without over tightening.

lower assembly should be complete




Upper Assembly



 
 
 
Tap the top platform hole with one of the supplied screws  (just like you did with the knobs).  The hole shown above with the long threaded rod through the white part.  After it is through, if it is crooked, you can run it back and forth many times which will get hot and melt the plastic and as you run it in and out push in a radial direction to slowly move the screw perpendicular to the stage surface.  We only have to tap this hole because we will be spinning the stage on by hand without power tools and it's hard to get the stage tapped without power tools.  You want to make sure the screw turns with very little friction. Although this can be fixed later - it's easier to do now.  So you might want to run the screw back and forth quite a few times to melt the hole so friction is low.  About 5-10 times if you have any black parts in your kit and about 10-20 times if you don't. You want the friction on the screw so low that you can't feel any friction.
 

 
Find the shortest threaded rod - that will be our vertical control.  Put it in the drill with a nut (or 2) and the helper tool and run another lock nut all the way down the rod. 






Then remove the helper tool and switch it to the other side.  Add the xslider (the smallest stage part as shown in photo) and get the last lock nut started by hand.

 

 
While drill is still attached to the helper tool use the drill and a wrench on the lock nut to tighten the latest lock nut until the thread is just barely sticking out.

 
Then tighten the other lock nut to just almost squeeze the x slider.  We used the drill to just hold things from spinning but also the black wrench to make sure that the desired lock nut turned and nothing else.  The drill is our "third hand" in this example.  You need a "two against one" (drill plus one lock nut versus the other lock nut) to be sure that the correct lock nut tightens.

Get the tension perfect - you want zero play if you try to slide the threaded rod through the x slider.  But you want it loose enough so that there is no extra friction needed to rotate the threaded rod.  It's easiest to get the tension perfect now as you won't be applying torque to these two lock nuts going forward so they will stay where they are throughout the remaining assembly steps.  Actually you can get the tension perfect after you get the stage and knob assembled if you want.  Just don't forget to get the tension perfect so that there is no play but not so tight that there is added friction.


 
Add the top stage next.  If you didn't tap the hole then tap it now.   Make sure friction is very low in the top stage.  If not run a tap screw back and forth through the hole in the stage until friction is low.  Try moving the stage by spinning it on the rod where you only grip the threaded rod (at one or both ends) and shake the rod to spin the stage.  If you can't do this then friction is higher than recommended and try re-tapping the hole through the stage.  Don't slide the stage this far down the rod before you add the remaining metal parts (next step).
 

 
Add metal parts.  Use the shortest 2 brass parts and the shortest 2 metal rods.  Note that you will be gluing the brass tubes in place later because the brass tubes are usually loose.
 
 

 
Add a nut and knob to the top of the threaded rod and upper stage is done (needs glue usually on brass - you can do it now or do that later if you are taking a break anyway before you combine the 2 halves)
 


Too loose?  If either or both rods slide too easily through the (black in photo above) plastic you can add a drop of glue.  I recommend waiting until everything is assembled for gluing as there may be more gluing necessary.  Or do it whenever you do the other gluing steps.

Did you remember to get the tension perfect where the 2 lock nuts squeeze the X stage?  They should be tight enough that X stage won't move back and forth but loose enough that there is no extra tension.  Check this now before you combine the 2 stages.




Congratulations - you are 2/3 done - if you want to take a break then now is a good time to do the gluing - skip to the very last step for that and come back the next day.
 


Combine Lower and Upper stage
 
Note triangles .  We test fitted your plastic parts with the triangles together although it should still slide frictionless the other way.
 
 
 
More importantly than aligning triangles is that the small M3 screw in the corner of the top of the stage should be lined up such that the Z screw on the lower assembly is closest to it.   That little M3 screw is the one that will hold the interferometer.  The Z screw will be on the side away from your mirror under test and towards your camera
 

 
Add final brass and steel/aluminum parts as shown above (medium length tubes and medium length rods).  Insert into upper assembly first and then push the rods down into the lower assembly.  Push them in well and make sure things slide well just like earlier.  If things are centered and you tilt the stage it should slide with gravity.  If not then maybe you need to clean up the tubes or rods slightly (steps at the very begining of these instructions.  Also check that metal parts are fully seated.  If friction is still a big high, click here for more details and follow those directions to improve.

Too loose?  If either or both rods slide too easily through the plastic you can add a drop of glue.  I recommend waiting until everything is assembled for gluing.
 
If you have a 3 knob kit then you only have one knob left.  Decide which side gets the knob - which side will be easier to reach when the bath is in use.   Remember, bottom most knob will face away from mirror under test.  If you plan to test near a wall, put the last knob away from that wall.
 
For 2 knob version (if your kit came with 4 knobs) get another long threaded rod (final threaded rod).
 
Put helper tool and nut (or 2) on the end.  Run it through but asume knob will be on far end so insert into non knob end if you only have one knob left. 



DANGER - DON'T LET THE XSLIDER GET TO THE DRILL END OR YOU WILL DESTROY/STRIP THE XSLIDER

Run it back and forth until smooth.  Keep the moving stage somewhat centered.  Typically 5-10 times for lower temp plastic (PLA) and 10 or 30 times for higher temp plastics.  You can run the drill a little longer (in distance) as the plastic area touching the threaded rod is also longer.
 
DANGER - DON'T LET THE XSLIDER GET TO THE DRILL END OR YOU WILL DESTROY/STRIP THE XSLIDER
 
Getting a new part from me is just $2 plus $3 shipping (in usa).  I had one customer who simply bought the next larger size thread from a hardware store and drilled out the holes larger in everything related to that one axis.  That works fine as well.
 

Next  add lock nut to side far from drill.  You want room past the lock nut for a knob and nut.  Run the lock nut well under an inch down the shaft.  
 


This is a good time to center the x-slider so you are unlikely to run it to either end of travel and wreck it.
 
You don't need to get it perfectly symmetrical.  In fact you only need to go a little ways as we are about to tighten both lock nuts at the same time.  Also it's easy to adjust once you get one or two knobs on.

 
Remove helper tool
 
Put lock nut on other side.  Tighten lock nuts towards each other until at least one is in the perfect position or a little past (it's easy to back up the lock nut that is on the side with the knob after the knob is attached).
 

 
Add nut and knob.  Nut should be very tight against knob - full finger tight typically.  Threaded rod should be flush with end of knob.  To back off on that lock nut you can turn the knob clockwise while holding locknut with wrench.



In the picture above you can see we need to tighten the left lock nut which is perfect as we can use the knob on the right (now that the plastic knob is installed).  See picture below as we do just that.

If we need to loosen the right lock nut we can also use the knob on the right.  If we want to loosen the left lock nut it's best to add the second knob first and use that.

Again - the plastic knobs should be able to out-torque the lock nuts but only if you rotate the plastic knobs clockwise.



Add the second knob (if you have a 4 knob kit).  Now you can tighten the lock nuts to the perfect amount such that there is no play/backlash (you can't slide the threaded rod back and forth) and also it's not too tight (there is no added friction when you twist the plastic knobs).



Final Step - gluing

It's time to glue the brass cylinders in the top of the stage (only if they slide easily which is almost always).  Also you can glue any rods or tubes that are loose and keep sliding (uncommon).

I like to use 5 minute epoxy although extra thick (gel) cyanoacrylate works well also.  A glue gun should work fine but note that some of these plastics melt at a similar temperature to the hot glue so go easy.  But it will work fine.  Keep the hot nozzle from direct contact with any plastic.

Position the brass tubes such that the lower end of the tube is flush with the lower end of the top stage part.  In other words you should be able to lower the stage completely until plastic hits plastic and the brass should also hit the plastic below it at the same time.

Try to get at least a tiny bit of glue into the 3 gaps around the brass tube.