your assumption is that the cutting edge of the tool is at or below the top surface of the tool that's installed. While this is true of HSS and braised carbide tooling, it is not always the case with indexable tooling. Indexable parting tools, to pick one example, often position the cutting edge of the insert above the top surface of the tool holder. To run such a tool on a BXA with a CH of 1.200" would require modification of the tool shank or the QC tool holder to get the cutting edge positioned to the CL of the spindle. This is all documented in my book.
Parting tools and all their various styles are certainly the outlier (in general) when it comes to where the cutting edge is in reference to the top of the shank. Parting blade height and how the holder positions it has everything to do with it. Some drop it quite a bit, some don't.
I'm thinking of the most common indexable insert tool holders, at least to the "S" screw type. The cutting edge appears to be very close to the top of the shank... SCLCR, SCMCN, SSDCN, many others of different shapes, lay down threading with 16ER AG60 inserts, etc. I'm sure there are styles I'm not taking into consideration so I realize it's not an "always" or "never" scenario.
IMO, a Dorian QCTP would be ideal on the 1236T - it's 0.250" taller than the Aloris equivalent which positions it (height wise) between the Aloris AXA and Aloris BXA. That would provide plenty of adjustability of tool heights on that lathe, whereas the BXA really restructs the low-limit adjustability
This is the part I don't get. As you suggest, something between the Aloris AXA and BXA size is likely a a better match for the PM1236T and that makes sense. However, in the case of the 1236T, it seems getting tool's cutting edge low enough is the real restriction because of the short 1.2" CH. At least for 5/8" shank tooling using BXA holders.
Correct me if I'm wrong... no tool post, regardless of how short or tall it is, can get the QCTP tool holder (and the held tool) lower if it bottoms out on the compound the tool post is mounted to. Unless of course, you can drop the QCTP tool holder below the top of the compound OR you lower the bottom edge of the QCTP tool holder's pocket. Both of those likely require modification.
Given PM (for better or worse) pairs the 1236T with Aloris sized BXA tool post and 5/8" tooling you are required to nearly bottom out your QCTP holders, nearly resting on the compound. Nothing wrong with that, just an analysis of where it's going to be adjusted on the PM1236T. As long as your height adjustment screw gets you to the bottom, you are good to go (and your tools proper cutting height is achieved). Or just pick 1/2" tooling, you've now shortened your cutting height by .125".
The seemingly short 1.2" CH on the 1236T (
but what do I know) is most concerning when it comes to parting blades when they are not significantly lowered in the holder like the Aloris #71. Though on the Aloris #71, you may run into compound interference. As we've discussed, the Aloris #77 has a shorter blade but the cutting height is actually higher because they don't drop the blade down like on the Aloris #71.
Don't fool yourself into thinking 5/8" or 3/4" tooling is going to improve rigidity here - the compound itself is the spongy (flexible) aspect of these lathes, not the tool shank size.
Understood. My point was not about rigidity. My point was that if you are getting PM's BXA XL / T tool holders to use 3/4" tools on the PM-1236T it seems like a useless endeavor because you probably can't get the cutting height of a 3/4" low enough regardless of what size QCTP you have. And if you get them just for 5/8" tooling, it only lowers the pocket by .06" (which is different if you do the math based on their advertised dimensions). Of course, if .06" lower is what you need, you are golden. Having lots of extra adjustability, high or low, doesn't do anything for you either (for a given tool).
Having a larger range is preferred so you are less likely to run into adjustment issues for more tooling.
Obviously, modifying any part, the QCTP tool holder, the shank, replacing the compound with a fixed block of a different height can all do the trick as well. I hope that's not necessary right out of the box.
In my estimation,
I've landed on this basic formula to determine if tooling will fit without modification....
And from Dorian's docs, a good illustration/formula. From this doc :
https://www.doriantool.com/wp-content/uploads/SEC-B-TOOL-POST-TOOLHOLDERS-2016.pdf