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Unfold Close  EdgeCAM työstöratojen luonti

A guide on the usage rules and limitations of the Default Workflow Strategies


The Default strategies are a sample set of strategies shipped with Edgecam which can automate the machining of features.

They are specifically aimed at milling machines with or without indexing capability and single spindle / single turret lathes with or without C/Y/B axis milling capability.

The Default strategies will not suit all user requirements and situations. They are aimed to show what is possible through strategies; they are not meant to be a solution for full automation.


The default strategies can be edited using Strategy Manager to meet user-specific machining rules. In which case it is advisable to make a copy of the Default Theme before customising.

Note:- Customisation of strategies requires a good knowledge of Strategy Manager and Edgecam.

Planning your tooling

A well stocked toolstore is necessary to avoid failure situations, such as the shipped Sample Toolstore.

Prior to running strategies it is advisable to first create a toolkit of preferred tools that you want the strategies to select. This is a planning stage that engineers typically do prior to part programming;  this is a stage which should not be over looked.

The strategies first look to the selected toolkit for a tool which matches tool filters set by the strategy. If a tool exists in the toolkit that matches this search criteria it will be selected.  If there is more than one matching tool it will attempt to find the most appropriate using a designated sort criteria  i.e. The strategies will consider the status of a tools roughing / finishing setting when selecting tools. i.e. a roughing strategy will select a roughing only tool over a tool which is capable of both roughing and finishing and will not consider tools set as finishing only - note this is optional.

If a suitable toolkit tool cannot be found the strategies will look to the wider toolstore for a tool that matches its tool filters.  If a suitable tool still cannot be found the strategy will create a tool "on the fly" to allow processing to continue.

The Review Toolkit stage is essentially needed to complete the setup of tools selected from the wider toolstore; to state how they will be mounted on the machine i.e. to state their turret position, gauge values etc. In the case of the automatically generated "on the fly" tools Review Toolkit is also where the tool is modified to match a real tool, add a holder and state the machine mounting setup.  On completion of the Review Toolkit you are prompted to regenerate the machining sequence this automatically pulls through any changes into the machining sequence.  

Clearly you want to limit the amount of work that you need to do at the Review Toolkit stage, this one reason why we recommend that you build a toolkit of preferred tools prior to strategy execution.  

Note:- For Index revolver turrets on a lathe it is vitally important to have a pre configured toolkit.

For Mills and Lathes with ATC turrets a pre-configured toolkit is not so important as the setup for such tools relatively straight forward compared to index turret setup.

However there are consequences of running strategies starting with an empty toolkit. When strategies are applied any tooling selected gets automatically added to the toolkit. When applying the next strategy it may select this now toolkit tool if it meets the strategies search criteria. Where as a more appropriate tool maybe available in the toolstore.

It should also be noted that system performance is considerable faster when using a pre defined toolkit as strategies don't have to go searching through the wider toolstore quite so often.

Tool Technology

Each tool can be assigned a technology this determines the feeds / speeds and depths of cuts. Typically these settings are passed through to the cycles otherwise the strategy will decide.

Note:-  Tools can be filtered out by material - only tools that are capable of cutting the selected material are considered by the strategies.

Strategy Options

The default machining preferences can be set through the Options which can be accessed under the Plan button:

These options give some control over the tool search settings that will be applied. i.e. Maximum Roughing Tool Diameter / Maximum Face Milling Tool Diameter.

Additionally the options can be used to modify the behaviour of the strategies i.e. the amount of rest roughing is governed by the Roughing Preferred Tool setting; Smallest will result in no rest roughing whereas Largest will rough with largest possible tool and will likely result in a number of rest roughing stages. Smallest is quickest as there is no need to update the stock.

Filter by Holder Type option

It is possible that the toolstore you are using includes tools which have a variety of Holder Types i.e. Capto C6, Capto C8, KM_63 etc..  To avoid the strategies selecting tools with an inappropriate holder type for the selected machine it is advisable that all tools have an appropriate Holder Type set, this is done in the toolstore on the tools mounting tab. Additionally this setting should be set in the code generator this can be done by editing the CGD in code wizard, on the Turret tab in Machine Parameters.

After setting the holder type on tools and code generator - Strategy Options Mill/Hole and Turn tabs have a check box to filter by Holder Type.

For Sample Toolstore All Mill and Hole tools have the Holder Type setting ATC generic. Turning tools have a mixture of Holder Type settings ATC Generic or None (in the case of index turret). The sample code generators have corresponding Holder Type settings ATC Generic or None. Therefore to avoid ATC type turning tools being selected on machines with Index turret revolvers it is recommended to check the Filter on Holder Type setting for turn tools only.


Prior to applying strategies it is necessary to find the features you want to machine.

After feature finding it is important to review the features that have been found to confirm they are what is required. You should delete any unwanted features otherwise it is possible these will be machined.

Planning Board

Clicking the Plan button in Manufacture assigns strategies to features and populates the Planning Board sorting the strategy panes into a default machining order. Planning board items can be moved or deleted if not required.

For best results apply one planning board item at a time - review the automatically generated instructions and modify as required. When done apply the next planning board item and so on.

Alternatively use the machine feature button to apply strategies to features.

Don't forget to run review toolkit after running the strategies to resolve any tooling issues prior to Simulation.

Note:- It is not recommended to use the Apply All button until you become familiar with the semi automatic process described above.

Hole Machining

During the machining of holes the strategies check to see if any tools that match its search criteria can perform the machining of the feature without causing a collision. It uses simulator to determine this and selects the first tool from the filtered list that is collision free. However if it cannot find a collision free tool it will select the first tool from the filtered list and mark it red in the machining sequence to indicate that is has collided. It should be noted that at present there is a software bug in that some hole tools are being marked red even though they don't collide - this issue is being addressed.

Note:- Milling strategies do not use the simulator collision checking function at present due to the processing time penalty this would entail.

Manual Machining

The strategies may not machine all regions of the model i.e. mould cavities. In such cases use the traditional manual techniques to machine any un machined areas.

Try out using the Sample Parts

Some sample parts are included in folder camExamplesTutorialWorkflow

They can be used in conjunction with the shipped sample code generators and sample toolstore.

Pre configured toolkits are provided with the sample toolstore for these parts and are appropriately named.

Creation date :2014.10.06 . 11:06 Last update :2014.10.06 . 11:07