Assembling XYZ stage for Bath Interferometer




Tools you will need (you shouldn't need the tiny file at the bottom).  These are the tools we use.  Some are optional. 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.

First clean up the 6 aluminum rods.  Rub the ends of the rods against a file as shown in picture to clean it up.  It should only take maybe 10-20 seconds per end of the aluminum rod 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 removing sharp burrs.
 

 

 
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. 




Lower Assembly (z stage)



 

Place tripod nut (1/4-20 thread) firmly into hex hole of z stage as shown.  Push firmly.  If it seems loose 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 aluminum 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 we only test in this orientation.
 
 


 
Snap/push metal rods straight down into z stage as shown.

 

Note that we already filed parts as needed to get it to fit perfectly (within less than 0.1mm) before we shipped them to you.  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 good enough but having no friction makes the XYZ stage a joy to use as it is important to eliminate all play/backlash.   Also consider washing the rods in soap and water if they look grungy or try blowing dust off the parts.

If you still want to lower the friction - click here for more details
 
glue location
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 before gluing. 

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.  More than twice will defeat the locking function.  Also more than twice 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.

tapping lock nut


Tap the helper tool using a supplied screw as shown.  Move the screw in and out 2 times. The screw gets hot fast and can melt the plastic, so take it out immediately. Let the screw cool down for maybe 30 seconds after each time you use it to tap threads.

put helper in drill and use screwdriver to tap the helper tool

Assemble helper tool with one or two nuts 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 "fighting" 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 longer 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 my kit, or about 10 times if you printed it yourself with PLA which melts 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.
 

 


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 (and nut).   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.

I got lucky as you can see above and could skip a step and add the knob now as there is room on the left side for the knob.  However, we'll assume there's not enough room yet.

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.  Tap all the knobs.



Add a nut and then a knob.




Ideally screw knob on until threaded rod is just flush (almost sticking out of the knob).  We didn't have room so we went as far as we could and tightened the nut to the knob before adjusting lock nut. 

special trick with plastic knobs!

Once the nut and knob are tight together you can use them to tighten the lock nut.  Once you have a knob on it's great as you can apply enough torque to defeat the lock nut.  If you want to go clockwise, just turn the knob with your fingers.  Counter clockwise use the nut and thin wrench as shown above and below.

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



Screw on knob until the threaded rod is just flush (almost sticking out of the knob).   Of course loosen the thin nut first and retighten after.



Using the "special trick" above in blue text, adjust both lock nuts so they are up against the base such that there is no play, but also so that there is no increase in resistance when you turn the knob.


lower assembly should be complete




Upper Assembly (Y axis)


 
 
 
Tap the top platform hole with one of the supplied screws  (just like you did with the knobs).  The hole shown below with green arrow.  See picture below that as well.  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 10-20 times. You want the friction on the screw so low that you can't feel any friction.



 



Sometimes, even when the threads seem perfect at this point, the friction seems too high after things are further along in assembly.  If this happens, remove the stage (white part in picture just above) and tap with the 3rd threaded rod using a fast electric drill and the helper tool. The threaded rods have a very slightly larger diameter than the phillips head screws.

 
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 (on slow speed).



slow speed!




Then remove the helper tool (and nut(s)) 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 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 (as shown below).






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 eventually get the tension perfect so that there is no play but not so tight that there is added friction.


 

Remove helper tool and nut.  Add the two shortest rods and then add the top stage so they are flush with the bottom of the x slider.  If you didn't tap the hole on the stage 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 and lower it until it hits the two rods.  If you can't spin it like this then friction is higher than recommended and try re-tapping the hole through the stage.
 

 

 
Add a nut and knob to the top of the threaded rod and lower the stage through the two rods and now the upper stage is done.





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 moving to the next major step.  Use the "special trick" (blue text far above) to adjust these lock nuts if needed.




Congratulations - you are 2/3 done.
 


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 knob will be on the side away from your mirror under test and towards your camera
 



 
Add final aluminum rods as shown above (medium length rods).  Insert into upper assembly first and then push/snap the rods straight 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 plastic slightly (steps to do this are at the very begining of these instructions.  Also check that metal parts are fully seated.  If friction is still a bit 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.
 

Get another long threaded rod (the final threaded rod).
 
Put helper tool and nut (or 2) on the end.  Run the threaded rod through.

As you put this long threaded rod through the X stage you may notice that one of the two holes is large and won't be threaded.  This is on purpose.  We drill one side out wider than the threaded rod and only one side of the x stage will be threaded.  We found that if we didn't do this then this axis would be tighter than ideal.



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.  About 1/2 inch.
 
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 but first center the x slider!  Notice red arrowed gap in picture shows disaster about to occur if I go much longer with the drill.

Just run the lock nut until you have about 1/4 to 1/2 inch of thread sticking out.




You don't need to get it perfectly symmetrical just yet.  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 easier to adjust once you get one or two plastic knobs on.

 
Remove helper tool (and nut).
 
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 to whichever side has more room.  Nut should be very tight against knob - full finger tight typically.  Threaded rod should be flush with end of knob.



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

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 so both sides have the same amount of threaded rod sticking out.  After that tighten lock nuts to the perfect tension 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 any rods that are loose and keep sliding (if any).

I like to scratch the rod with a file a bit for a place for the glue to hold on as shown below.  I don't know if this is necessary.  I rotate the rod while scratching and again while glueing to get the glue under the rod.

I like to use 5 minute epoxy although extra thick (gel) cyanoacrylate or hot glue gun should work.  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.  Keep the hot nozzle from direct contact with any plastic.

Don't let any glue fall to a lower rod and mess up the nice gliding action.