Consider the taper angles between any Morse Taper and an R8. Quite obviously Morse Tapers self center and retain themselves within the spindle taper extremely well. Because of the fine taper angle, there known as a self holding taper and why there used with the addition of that draw bar thread when milling. But without some type of method of forcing the tool or collet tapers to release as the draw bar is loosened, they hold a bit too well just getting them to move enough to allow that release. And no amount of hard hammering on a draw bar is considered at all good for spindle bearings. It even beats the hell out of your draw bar and tool threads. I own mills with MT 3 and R8 tapers, there’s no comparison between the two and getting a tool shank to release.
The steeper taper angle of the R8 is within the range and considered as a self releasing taper. In practice, mine most times still requires a light tap on the end of the draw bar. I’d guess Bridgeport designed the R8 to get around the issue that the Morse Tapers all have without some type of tool shank extractor to force them loose. Prior to inventing the R8, BP even used a MT and at least one B & S taper for there mills. Other than that one issue, MT’s are still an excellent tool taper. Probably something like a MT 4 would be even better than the R8. Even the very rigid older Schaublin and Deckel mills picked MT 4 for there spindle tapers. And there good enough almost all lathe tail stocks still come with a MT. I don’t know about the UK and western Europe, but in North America, R8 tooling is relatively cheap and easy to find. Although that seems to be slowly getting less each year for at least industrial quality tooling.
But that R8 pin screwed into the side of the spindle that protrudes inside has absolutely nothing to do with any possible amount of drive torque being transmitted to a collet or tool shank. That keeps being incorrectly thought of for the reason it’s there. It’s simply a very light weight and inherently weak method of keeping a R8 tool taper from spinning as the draw bar first starts into the threads, and it’s sized to do that job. If both the draw bar and tool threads are kept in good condition and running a tap and die through and over them once in a while, there’s no need for the pin. Once the R8 tool or collet taper does start to get pulled up and even slightly tighten inside the spindle taper, the pin isn’t needed. And that R8 taper still has the usual holding capability due to friction and a bit of wedging action much like any MT tooling would have. It’s just over a much shorter but apparently still adequate taper length. So it’s that same friction between the shank and spindle tapers that’s designed to resist the cutting tool torque and keep an R8 tool shank from any rotation inside the spindle as long as the draw bar is correctly tightened. It’s not a tool taper that was designed nor meant to use that pin to ever provide an appreciable amount of drive torque.
That R8 pin design also has a known and what can sometimes be a highly detrimental and expensive flaw that quite a few have experienced. Forget to fully tighten up a R8’s draw bar with a larger diameter cutting tool and start a decent depth of cut. If the tool shank doesn’t spin in the tool holder, that pin tip can be easily sheared off. Go back through the Practical Machinist forum posts and more than a few have had that sheared pin end get forced into and jammed between the inside of the spindle and a collet or tool shank. That usually results in completely seizing whatever is inside the spindle. One in fact about a month or two ago on the PM forums was bad enough he had to replace his spindle. For that same reason my pin has been removed for years and I’ve never missed it. If I were to ever forget to properly tighten my draw bar? At most the tool and short R8 spindle taper might get scored a bit. A simple and relatively cheap taper re-grinding would fix that. It’s not even impossible to do in a home shop with a tool post grinder or similar. https://www.youtube.com/watch?v=CFAkb93_V3M
To prove that pin isn’t meant to provide any real drive improvement, 30 taper milling spindles would be roughly comparable to most of the larger R8 spindle mills as far as having around the same HP and overall mill rigidity in most cases. Then compare the size and depth of the 2 drive dogs on the end of the spindle to that tiny 1/4 x 32 tpi R8 pin. That’s also the same reason or why those 30,40,50 tapers in commercial cnc use may or may not have any wrench flats on there ER collet chucks. There’s no real need for them as almost always ER collet chucks would have tools changed and fully tightened in them using a bench mounted fixture that also keeps the tool shank from spinning with a pair of the same sized drive dogs.
For reasons I’ve yet to figure out, the steep 30 and other sized tapers were introduced and patented around 1927. Bridgeport invented the R8 in the 1950’s as there own proprietary tool taper. Yes it’s ok and does work fine obviously. Adequate even for most of what we might be doing. But still limited in tool rigidity and how much HP it can handle. That 30 taper as well as the larger tapers are so superior there in almost universal use world wide other than minor changes to the flange design, drive lug sizes, draw bar or pull stud threads size and pitch. It’s always seem a bit strange that BP invented a whole new tool taper when that 30 taper was already well proven, and imo would be quite a bit superior to the R8. For the smaller bench top sized mills, even the rarely seen and used 20 taper would be a good choice. But very hard to find tooling would mean few would buy any mill with that spindle taper.
High volume industrial cnc milling, and absolutely with a tool changers with large tool libraries are only somewhat related to what most of us might be doing with our ER collet chucks and manual mills. For them and for each mill, they might have dozens of ER collet chucks, a few sets of the same series of ER collets, even more extra collets for the most used tool shank sizes, and dozens more collets and chucks in the various ER collet series. In general and unless the part run is changing to something different and a tool change out is needed. Then cutting tools get tightened into an ER chuck and are not removed until there tool life is used up.
It’s also simple to figure out, Haas doesn’t need to specify any special protocol at all. It would be automatically assumed the usual tool tightening fixture would be used since everyone with those tool tapers and drive dogs uses them. I’d think most of us might only own 1 or maybe 2 different sized collet chucks and collet sets. We change collet sizes and the tools held in them far more often, and probably for most, while the collet chuck is still in the mill. So a spindle brake, lock or wrench flat on the collet chuck would be desirable for us. I do have a built in spindle brake on my BP clone, but it can’t be engaged and locked like a real BP can. Trying to hold that brake applied while at the same time loosening or tightening a collet nut is far more awkward and inconvenient than just using the wrench flats, an open end wrench, and the collet nut wrench.