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THREADING
Threads are used extensively on many different 2. Threads used on components, such as lead- CHAPTER
components, The two basic types of threads are as screws, to transmit power and motion. CONTENTS:
follows:
Many different forms and systems of threads are Nomenclature 12-1
1. Threads used on fasteners, such as screws, used for various applications; the more common
Symbols 12-7
bolts, studs, nuts, and inserts, to hold compo- ones are discussed here. Various methods of pro-
nents together. Some fasteners, such as ducing threads—with taps, dies, and chasers and Unified
tapping screws, cut or form a mating thread by single-point turning, milling, grinding, and Threads 12-8
when driven into holes. rolling—are described later in this chapter. Pipe Threads 12-22
Acme
Thraads 12-32
Knowledge of accepted terminology and sym- at the root but not at the crest (in taper pipe Single-Point
Threading 12-48
bols, as well as the various forms and systems, is threads this includes the so-called black crest
necessary to identify, specify, and manufacture threads), thus excluding the vanish thread. Thread
threads correctly. external thread A thread on a cylindrical or conical Chaaing 12-54
external surface. Thread
THREAD NOMENCLATURE incomplete thread A threaded profile having either Accuracy 12-66
The glossary of terms for American Standard crests or roots, or both crests and roots not fully
Percentage of
screw threads presented in this chapter is adapted formed, resulting from their intersection with Thread 12-69
from ANSI Standard B 1.71 with permission of the the cylindrical or end surface of the work or the
publisher, the American Society of Mechanical vanish cone. It may occur at either end of the Tapping
Machines 12-75
Engineers. thread.
The terms commonly applied to screw threads internal thread A thread on a cylindrical or conical Tapping
may be classified in four general groups, namely, internal surface. Attachments 12-78
those relating to(l) types of screw threads, (2) sizes lead-thread That portion of the incomplete thread Solid Taps 12-81
and fit of mechanical parts in general, (3) geometri- that is fully formed at root but not fully formed
cal elements of both stt-sight and taper screw at crest which occurs at the entering end of Tap Holdars 12-95
threads, and (4) dimensions of screw threads. either external or internal threads. Workholders 12-98
left-hand thread A thread is a left-hand thread if,
Terms Relating to Types of when viewed axially, it winds in a counter- Operating
Parameters 12-99
Screw Threads clockwise and receding direction. All left-hand
classes of threads Threads are distinguished from threads are designated LH. Sharpening
multiple-start thread A thread in which the lead is of Taps 12-103
each other by the amounts of tolerance or
tolerance and allowance specified. an integral multiple, other than one, of the Applications 2-103
complete thread The complete (full form) thread is pitch,
right-hand thread A thread is a right-hand thread Trouble-
that cross section of a threaded length having shooting 12-107
full form at crest and root. (See effective thread, if, when viewed axially, it winds in a clockwise
length of complete thread.) Note: Formerly in and receding direction. A thread is considered Solid Dias 12-107
pipe thread terminology this was referred to as to be right-hand unless specifically indicated Thread
“the perfect thread” but that term is no longer otherwise. Milling 12-108
considered desirable. screw thread A screw thread (herein referred to as a
Thread
effective thread The effective (or useful) thread thread), is a ridge, usually of uniform section
Grinding 12-114
includes the complete thread, and those portions and produced by forming a groove in the form
of the incomplete thread which are fully formed of a helix on the external or internal surface of a Thread
Rolling 12-126
Contributors of sections of this chapter are: Judith F. Enden, A ssociate Engineer, Sales Engineering Dept. ,
Teledyne Landis Machine: Arthur Fitzwater, Director of Marketing, Reed Rolled Thread Die Co. , Div. of Litton
Industries; Alan R. Hails, Manager of Sales/Service Engineering, Morse Cutting Tools Div., Gulf& Western Mfg.
Co.; A {tan S. Johnson,, President. Tapmatic Corp.; Speneer 1.Kanter, ,P.E. . Chief Engineer, The Hanson Whitney
Co.; Adolph V. Klancruk, Pres:dent, Unwersal-A utomattc Corp.; Dawd L. Lawis, V\ce President of Engineering.
Universal Engineering Div., Houdaille Industries, Inc.; Richard J, Miller, Cri-Dan Product Manager, H.E.S.
Machine Tool, Inc.; Ronald J. Sabatos, Manager, Product Design & Application Department-Threading Tools,
The Cleveland Twist Drill Co. , Div. of A cme-Cleveland Corp.; DavidL. Turner, Vice President-Marketing, Prutton
Corp.; Joseph B. Yuryan, P.E. , Chief Enginear, The Cleveland Tapping Machine Co.; Ra ymondJ. Zaman, Director
of Marketing, Normac Inc.
Reviewers of sections of this chapter are: D. N, Badgley, Senior Staff Standards Engineer, Corporate
Engineering Standards, Clark Equipment Co.; Bob Barnhardt. Field Sales, Carboloy SVstems Dept. , Generat
Electric Co.; Frank Bartiromo, Production Engineer, Ragal-Beloit Corp., John C. Bath, Presidant, John Bath&
Co. , Inc.; Richard B. Belford, Technical Director, Industrial Fasteners Institute; Robert W. Berry, Chief Engineer,
VR/ Wesson Div. , Fansteel, Inc.; John P. Boggess, Product Manager, Metalworking Products Group,
12-1
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD NOMENCLATURE
cylinder, or in the form of a conical spiral on the external or example, maximum internal thread size, minimum external
internal surface of a cone or frustum of a cone. A screw thread size.
thread formed on a cylinder is known as a straight or parallel nominal size The designation which is used for the purpose of
thread, to distinguish it from a taper screw thread which is general identification.
formed on a cone or frustrum of a cone. reference dimension A dimension, usually without tolerance,
single-start thread A thread having the lead equal to the pitch. used for information purposes only. It does not govern
(See pitch, lead. and thread,) production or inspection operations, A reference dimension
thread A thread is a portion of a screw thread encompassed by is derived from other values shown on the drawing or on
one pitch. On a single-start tht-ead it is equal to one turn, related drawings.
(See threads per inch and turns per inch,) size A designation of magnitude. When a value is assigned to a
thread series Groups of diameter/ pitch combinations distin- dimension, it is referred to hereinafter as the size of that
guished from each other by the number of threads per inch dimension, Note: It is recognized that the words “dimension”
applied to specific diameters. and “size” are both used at times to convey the meaning of
total thread The complete and all of the incomplete thread, thus magnitude.
including the vanish thread and the lead thread. tolerance The total amount by which a specific dimension is
vanish thread (partial thread, washout thread, or thread permitted to vary. The tolerance is the difference between
runout) That portion of the incomplete thread which is not the maximum and minimum limits.
fully formed at root or at crest and root. It is produced by the tolerance limit The variation, positive or negative, by which a
chamfer at the starting end of the thread forming tool. (See size is permitted to depart from the design size.
vanish cone.)
Reviewers. cont.: Kennametal inc.: Charles Book, Hartford Special Machinery; R. A. Brezler, Product Manager, Machines and Rolling
Development, Engineering Dept. , Teledyne Landis Machine; Richard J. Browning, Southern Gage Co..’ Edward F. Caliendo, Sales
Manager, Jarvis Products Corp.; Robert Coleman, A PI Engineer. Valenite Div., Valeron Corp.; Robert H. Cowan, Vice President/Marketing,
Snow Manufacturing Co.; John L. Crist, Manager of Estimating, Ettco Tool & Machine Co, , Inc.; Michael J. D’Eugenio, Manager of
Technical Services, Geometric Tool, United. Green field Div. , TRW Inc.; Mark J. Dieterle, Manager of Engineering, Detroit Tap &
Tool Co.; Arthur S. Dinsmore, Manager- Technical Services, Seneca Falls Machine Co. , Div. of SFM Corp.; C. A. Duffany, Universal
Machine Co.; Dino J, EmanuelIi, CME, Manager, Product Engineering, Green field Tap & Die Div. , TRW Inc.; Arthur Fitzwater, Director of
Marketing, Reed Rolled Thread Die Co. , Div. of Litton Industries; Dennis J. Giera, Supervisor&Analyst, Threading Tools, Cleveland Twist
Drill Co.; Donald J. Gochenauer, Manager Multiple Spindle Head Engineering, Ettco Tool & Machine Co. , Inc.; C. R. Gutshall, Product
Manager, Small Tools, Engineering Dept. , Teledyne Landis Machine; Alan R. Hails, Manager of Sales/Service Engineering, Morse
Cutting Tools Div , Gulf& Western Mfg. Co.; William Helfrick, Teledyne Landis Machine; Dr. W. E. Handerer, Manager, Metallurgical Lab,
Research, Vermont Tap and Die Co. , A Div. of Vermont American Corp.; Terry Henebry, Systems Engineer, Carbolo y Systems Dept, ,
General Electric Co.; Thomas Hollis, Jr. , President. The O.K. Tool Co. , Inc..’ David Huddle, API Engineering Manager, Valenite Div. ,
Valeron Corp.; Alan S. Johnson, President, Tapmatic Corp.; Brian J. Johnston, Manager Machine Engineering, Ettco Tool & Machine Co, , Inc.
12-2
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD NOMENCLATURE
pitch cone The pitch cone is one of such apex angle and location
of its vertex and axis that its surface would pass through a
taper thread in such a manner as to make the widths of the
thread ridge and the thread groove equal and, therefore, is
located equidistantly between the sharp major and minor
cones of a given thread form. On a theoretically perfect taper
thread these widths are equal to one-half of the basic pitch,
(See axis of thread and pitch diameter.)
pitch cylinder A cylinder of such diameter and location of its
axis that its surface would pass through a straight thread in
such a manner as to make the widths of the thread ridge and
the thread groove equal and, therefore, is located equi-
distantly between the sharp major and minor cylinders of a
given thread form. On a theoretically perfect thread these
widths are equal to one-half of the basic pitch. (See axis of
thread and pitch diameter.)
Coupllnq Npde pitch line A generator of the cylinder or cone specified in the
definitions of pitch cylinder and pitch cone.
plane of vanish point l-he plane of vanish point of an external
Fig. 12-1 Blunt start designates the removal of the incomplete thread at thread is Lhe intersection of generators of the vanish cone
the end of the thread.’ -
with generators of the cylinder of the largest major diameter
of the thread (See Fig. 12-2. )
flank The flank (or side) of a thread is either surface connecting root The surface of the thread which joins the flanks of adjacent
the crest with the root. The flank-surface intersection with thread forms and is immediately adjacent to the cylinder or
an axial plane istheoretically a straight line. cone from which the thread projects,
following flank The following (trailing) flank of a thread is the sharp crest (crest apex) The apex formed by the intersection of
one that is opposite to the leading flank. the flanks of a thread when extended, if necessary, beyond
form of thread The form of a thread is its profile in an axial the crest.
plane for a length of one pitch of the complete thread. sharp major cylinder A cylinder the surface of which would
fundamental triangle The triangle whose corners coincide wiih bound the sharp crests of an external straight thread or the
three consecutive intersections of the extended flanks of the sharp roots of an internal straight thread.
basic form. sharp major cone A cone baving an apex angle equal to that of
leading flank The flank which, when the thread is about to be the pitch cone, the surface of which would bound the sharp
assembled with a mating thread, faces the mating thread. crests of an external taper thread or the sharp roots of an
load flank That flank which takes the externally applied axial internal taper thread.
load in an assembly. The term is used particularly in relation sharp minor cylinder A cylinder the surface of which would
to buttress, square, acme, and stub acme threads. bound the sharp roots of an external straight thread or the
major cone A cone that would bound the crests of an external sharp crests of an internal straight thread.
taper thread or the roots of an internal taper thread. sharp minor cone A cone having an apex angle equal to that of
major cylinder A cylinder that would bound the crests of an the pitch cone, the surfzace of which would bound the sharp
external straight thread or the roots of an internal straight roots of an external taper thread or the sharp crests of an
thread. internal taper thread.
minor cone A cone that would bound the roots of an external sharp root (root apex) The apex formed by the intersection of
taper thread or the crests of an internal taper thread. adjacent flanks of adjacent threads when extended, if
minor cylinder A cylinder that would bound the roots of an necessary, beyond the root.
external straight thread or the crests of an internal straight vanish cone A cone the surface of which would botrnd the roots
thread. of the vanish thread formed by the lead or chamfer of the
Reviewers, cont.: Spencer 1. Kanter, P.E. , Chief Engineer. The Hanson Whitney Co.; John C. King, Senior Design Engineer, Detroit Tap
& Tool Co.; A dolph V. Klancnik. President, Universal-Automatic Corp.; A. Kushigian, P. E., President, Normac Inc.; Earl A. Link, Chief
Engineer, United States Drill Head Co.; Raymond Luke. Plant Manager, Tapmatic Corp.; Kenneth L. March. President, Ettco Tool &
Machine Co. , Inc.; Kenji Matsumoto, Office Manager, OSG Tap and Die, Inc.; Joseph P. Merritt, Vice President, Sales, Hartford Special
Machinery Co.; Joseph Morin, Product Manager-Taps, Dies, and Rethreading Tools, Union/Butterfield Div. , Litton Industrial Products;
Norman F. Nau, Manager, Product Design, Union/ Butterfield Div. , Litton Industries; J. H. Nymberg, Vice President & General Manager,
United States Drill Head Co.; Carl J. Oxford, Jr. , Vice President-Technology, National Twist Drill, A Div. of Lear Siegler Inc.; Edward B.
Palm, President, Detroit Tap & Tool Co.; Phil Pastore, Chief Enginaer, Regal- Beloit Corp.; Donald L. Scheirer, Engineering Projects
Manager, Planetary Milling Machine Div. . Universal Machine Co.; Tom W. Shoecraft, Product Manager -OilfieldandAPl Tooling, Valenite
Div. , Valeron Corp.; D. F. Smith, President, T. M. Smith Tool International Corp.; A. H. Stoner, Product Manager, Perishable Tools,
Engineering Dept. , Teledyne Landis Machine; DanielJ. Sullivan, General Manager, Chaso ToolDiv. , Lear Siegler, Inc.; Dean Tesker, Vice
President, Tesker Manufacturing Corp.; Donald Tesker, Tesker Manufacturing Corp.; Donald L. Turner, Vice President-Marketing &
Engineering, Prutton Corp.; John W. Turton, Manager-Research & Development, Industrial Tools Div. , The Bendix Corp.; Lee Walker,
Manager, Gear Machinery Div. . Elliott Buffalo Machine Tool, Inc.; Joseph B. Yuryan, P.E. , Chief Engineer, The Cleveland Tapping Machine
Co,; Frank G. Zagar, President, Zagar. Inc.
12-3
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
------- .. -. .-. .. . . . ... -
lHt!kAD NUMkNLLATUHE
flank angle The angles between the individual flanks and the
perpendicular to the axis of the thread, measured in an axial
plane. A flank angle of a symmetrical thread is commonly
termed the half-angle of thread.
form diameter The diameter at the point nearest the root from
which the flank is required to be straight.
Plane of the end of the pipe
at wrench-tight engagement
f
Iiilll!
Reference plane zero
IF
L:L
nk
S
J_
Fitting (internal thread)
.r- k
thread]
l+%+---’-+
_ Plane of
vanish pain
>external
Z222ZX////A
threod>
Thread with on
ollowance
T
lrPo
(360°)
L EEF ‘0
“Unralled”
4 bLeod
pitch cyllnder
Lead ond helix angles
Leod angle, A
Helix
Helix ongle, ~
Fig. 12-2 Pipe and pipe thread symbols (see Table 12-2).
12-4
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD NOMENCLATURE
functional diameter “l’he functional diameter of an external or practice may exceed the product limits and which may be
internal thread is the pitch diameter of the enveloping thread included within the length of complete thread. However,
of perfect pitch, lead, and flank angles, having full depth of when the application is such as to require a minimum or
engagement but clear at crests and roots, and of a specified maximum number, or length, of complete threads, the
length of engagement. It may be derived by adding to the specification shall so state. Similar specification is
pitch diameter in the case of an external thread, or subtract- required for a definite length of engagement.
ing from the pitch diameter in the case of an internal thread, length of thread engagement The length of thread engagement
the cumulative effects of deviations from specified profile, of two mating threads is the axial distance over which two
including variations in lead and flank angle over a specified mating threads are designed to contact. (See length of
length of engagement. The effects of taper, out-of-roundness, complete thread.)
and surface defects may be positive or negative on either major diameter On a straight thread the major diameter is that
external or internal threads. A perfect internal or external of the major cylinder. On a taper thread the major diameter
thread gage having a pitch diameter equal to that of the at a given position on the thread axis is that of the major
spccifled material limit and having clearance at crest and cone at that position. (See major cylinder and major cone.)
root, is the enveloping thread corresponding to that limit. minor diameter On a straight thread the minor diameter is that
Note: Also called the virtual diameter, effective size, or of the minor cylinder. On a taper thread the minor diameter
virtual effective diameter. at a given position on the thread axis is that of the minor
height of fundamental triangle The height of the fundamental cone at that position. (See minor cylinder and minor cone. )
triangle of a thread, that is, the height of a sharp-V thread, is pitch The pitch of a thread having uniform spacing is the
the distance, measured radially, between the sharp major distance, measured parallel to its axis, between corre-
oand minor cylinders or cones, respectively. sponding points on adjacent thread forms in the same axial
height of thread The height (or depth) of thread is the distance, plane and on the same side of the axis. Pitch is equal to the
measured radially between the major and minor cylinders or lead divided by the number of thread starts.
cones, respectively. pitch diameter On a straight thread the pitch diameter is the
helix angle Ona straight thread, the helix angle is the angle diameter of the pitch cylinder. On a taper thread, the pitch
made by the helix of the thread and its relation to the thread diameter at a given position on the thread axis is the
axis. On a taper thread, the helix angle at a given axial diameter of the pitch cone at that position. Note: When the
position is the angle made by the conical spiral of the thread crest of a thread is truncated beyond the pitch line, the pitch
with the axis of the thread. The helix angle is the complement diameter, pitch cylinder, or pitch cone would be based on a
of the lead angle. (See Fig. 12-3.) theoretical extension of the thread flanks.
helix variation Any deviation from true helical advancement. root truncation The radial distance between the sharp root
The “helical path” includes the heiix with its superimposed (root apex) and the cylinder or cone that would bound the
variations and is medsured either as the maximum deviation root.
from the true helix or as the “cumulative pitch. ” standoff The axial distance between specified reference points
included angle The included angle of a thread (or angle of on external and internal taper threaded members or gages,
thread) is the angle between the flanks of the thread when assembled with a specified torque or under other
measured in an axial plane. specified conditions.
lead When a threaded part is rotated about its axis with respect thread groove diameter On a straight thread the thread groove
to a fixed mating thread, the lead is the axial distance moved diameter is the diameter of a cylinder, the surface of which
by the part in relation to the amount of angular rotation. The would pass through the thread profiles at such points as to
basic lead is commonly specified as the distance to be moved make the width of the thread groove equal to one-half of the
in one complete rotation, It is necessary to distinguish basic pitch (pitch cylinder on a theoretically perfect thread).
measurement of lead from measurement of pitch, as uni- It is the diameter yielded by measuring over or under
formity of pitch measurements does not assure uniformity of cylinders (wires) or spheres (balls) inserted in the thread
lead. (Variations in either lead or pitch cause the functional groove on opposite sides of the axis and computing the
diameter of thread to differ from the pitch diameter.) thread groove diameter as thus defined.
lead angle On a straight thread, the lead angle is the angle made On a taper thread the thread groove diameter is the
by the helix of the thread at the pitch line with a plane diameter at a given position on the thread axis of a cone, the
perpendicular to the axis. On a taper thread, the lead angle at surface of which would pass through the thread profiles at
a given axial position is the angle made by the conical spiral such points as to make the width of the thread groove
of the thread, with the plane perpendicular to the axis, at the (measured parallel to the axis) equal to one-half of the basic
pitch line. (See Fig, 12-3.) pitch (pitch cone on a theoretically perfect thread). lt is the
length of complete thread The axial length of a part where the diameter yielded by measuring over or under cylinders
thread section has full form at both crest and root; that is, the (wires) or spheres (balls) inserted in the thread groove on
vanish threads are not included. However, on commercial opposite sides of the axis and computing the thread groove
fasteners where there are unfilled crests at the start of rolled diameter as thus defined.
threads or a chamfer at the start of a thread, not exceeding thread groove width The distance between the flanks of
two pitches in length, this is traditionally included in the adjacent thread ridges normally measured parallel to the
specified thread length. (See complete thread, lead thread, axis at the specified pitch radius. The width of thread groove
and effective thread. ) may be specified and measured parallel to the axis at any
Note: When designing threaded products, it is necessary other specified radius.
to take cognizance of (1) such permissible length of thread ridge diameter On a straight thread the thread ridge
chamfer and (2) the first threads which by virtue of gaging diameter is the diameter of a cylinder, the surface of which
12-5
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-1
General Symbols for Screw Thread Dimensions (See Fig. 12-3)1
12-6
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
would pass through the thread profiles at such points as to letter symbols for designating dimensions of screw threads and
make the thickness of the thread ridge equal to one-half of threaded products and (2) abbreviations used as designations
the basic pitch (pitch cylinder on a theoretically perfect for various standard thread forms, thread series, and feature
thread). On a taper thread the thread ridge diameter is a designations for use on drawings.
diameter at a given position on the thread axis of the cone,
the surface of which would pass through the thread profiles Dimensional Symbols
at such points as to make the thickness of the thread ridge Standard letter symbols to designate the dimensions of screw
(measured parallel to the axis) equal to one-half of the basic threads in text and formulas are given in Tables 12-1 and 12-2.
pitch (pitch cone on a theoretically perfect thread). General symbols are given in Table 12-1, and pipe-thread
thread ridge thickness The distance between the flanks of one symbols in Table 12-2. The application of general symbols is
thread ridge, normally measured parallel to the axis at the illustrated in Fig. 12-3, and the application of pipe-thread
specified pitch radius. The thickness of thread ridge may be symbols in Fig. 12-2.
specified and measured parallel to the axis at any other
specified radius. Thread Designations
threads per inch The number of threads per inch is the Thread series designations are capital letter abbreviations of
reciprocal of the pitch in inches. names used on drawings, in tables, and otherwise to designate
turns per inch The number of turns per inch is the reciprocal of various forms of thread and thread series; they commonly
the lead in inches. consist of combinations of such abbreviations. The names and
abbreviations now in use are assembled in Table 12-3, together
LEITER SYMBOLS AND DESIGNATIONS with references to standards in which they occur, for various
Symbols associated with screw threads are of two kinds: (1) standard threads.
TABLE 12-2
Pipe-Thread Symbols (See Fig. 12-2)1
12-7
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-3
Thread Series Designations
References References
American American
National National
Designations Thread Series Standards Designations Thread Series Standards
ACME-C Acme threads, centralizing B1.5 M Metric screw threads, M profile BI.13M
ACM E-G Acme threads, general purpose B1.5 MJ Metric screw threads, MJ B1.21M
(See also STUB ACME) profile
AMO American Standard microscope B1.11 BUTT National Buttress threads B1.9
objective threads NGO National gas outlet threads** B57, 1
ANPT Aeronautical National Form --- NGS National gas straight threads B57. 1
taper pipe threads* NGT National gas taper threads (See B57,1
F-PTF Dryseal fine taper pipe thread B1.20.3 also SGT)
series NH American National hose B2.4
coupling and firehose
Class 5 interference fit B1.12
coupling threads
External Threads
NPSC American Standard straight B1.20.
NC5 H F — For driving in hard ferrous pipe threads in pipe couplings
material of hardness over NPSF Dryseal American Standard BI.20.
160 Bhn fuel internal straight pipe
NC5 CSF — For driving in copper alloy threads
and soft ferrous material of NPSH American Standard straight B2.4
160 Bhn or less pipe threads for loose-fitting
NC5 ONF — For driving in other non- mechanical joints for hose
ferrous material (nonferrous couplings
materials other than copper NPS1 Dryseal American Standard B ,20.3
alloys), any hardness intermediate internal straight
pipe threads
Class 5 interference fit B1.12 NPSL American Standard straight B ,20,1
Internal Threads pipe threads for loose-fitting
NC5 IF — Entire ferrous material range mechanical joints with
NC5 INF — Entire nonferrous material B1.13M locknuts
range
Thread element designations are capital letter abbreviations published American National standard threads. The essential
based on names of various thread dimensions in thread features of the Unified thread form are shown in Fig. 12-4. UNR
designations. Such abbreviations are for use on drawings and applies only to external threads, and the difference between UN
are shown in Table 12-4. and UNR threads (in addition to designation) is that a flat or
optional rounded root contour is specified for UN threads,
UNIFIED INCH SCREW THREADS while only a rounded root contour is specified for UNR threads.
in use today in American industry are two screw-thread
systems—the older American National, a standard originally Standard Series
developed for the United States which has become obsolete The various diameter-pitch combinations for the eleven
since the development of the Unified Standard, an international series in the Unified standard are shown in Table 12-5.
standard created by the United States, the United Kingdom,
and Canada. In 1948 the United States reached an accord with Thread Classes
Britain and Canada on Unified thread specifications. Included Thread classes are distinguished from each other by the
were the form of thread, the pitches, and the tolerances in the amounts of tolerance and allowance. Classes 1A, 2A, and 3A
coarse, fine, and special threads to be designated by UNC, apply to external threads only, and classes IB, 2B, and 3B apply
UNF, and UNS, respectively (the equivalent American National to internal threads only. Classes 2A and 2B are the most
thread designations were NC, NF, and NS). Specifications for commonly used thread standards for general applications,
Unified screw threads are presented in ANSI Standard B 1. I including production of bolts, screws, nuts, and similar threaded
published by ASME.2 The form adopted for Unified thread is fasteners. Classes 3A and 3B may he used for applications
similar to the 60° American National form, and threads of both requiring tolerances closer than 2A and 2B. Classes 1A and 1B
standards having the same diameter and pitch are mechanically are used on threaded components where quick and easy
interchangeable. The principal differences between these assembly is necessary and where a liberal tolerance is required
standards relate to the application of allowances and differences to permit ready assembly, even with bruised or dirty threads.
in tolerances, as well as the differences in designations. The Any combination of external-thread class and internal-thread
Unified standard threads generally supersede the previously class may be based on assembly requirements. For example, a
12-8
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
References References
American American
National National
Designations Thread Series Standards Designations Thread Series Standards
NPSM American Standard straight BI.20. I UNJ Unified constant-pitch thread BI,15
pipe threads for free-fitting series with a O.1501 lp to
mechanical joints for fixtures O.18042p controlled root
N PT American Standard taper pipe BI.20. I radiusl
threads for general use UNJC Unified coarse thread series BI.15
NPTF Dryseal American Standard BI.20,3 with a 0.1501 Ip to O.18042p
taper pipe threads controlled root radiusl
NPTR American Standard taper pipe B] .20.1 UNJEF Unified extra-fine thread series B1,15
threads for railing joints with a 0.1501 1p to O.18042p
PTF-SAE Dryseal SAE short taper pipe B1.20.3 controlled root radiust
SHORT threads UNJF Unified fine thread series with a BI.15
PTF-SPL Dryseal special short taper pipe BI.20.3 0.1501 Ip to O. 18042p con-
SHORT threads trolled root radiusi”
PTF-S PL Dryseal special extra short B1.20.3 UNR Unified constant-pitch thread B1.1
EXTRA taper pipe threads (See also series with a O.108p to O.144p
SHORT SPL-PTF) controlled root radius
s ISO Miniature screw threads --- UNRC Unified coarse thread series B1.1
0.25 to 1.4 mm inc. with a O.108p to O.144p cxm-
SGT Special gas taper threads B57. 1 tl-oiled root ]-adius
SPL-PTF Dryseal special taper pipe BI.20.3 UNRF Unified fine thread series with a B1.1
threads O.108p to O.144p controlled
STUB ACME Stub Acme threads B1.8 root radius
UN Unified constant-pitch thread B1.1 UNREF Unified extra-fine thread series B1.1
series with a O.108p to O.144p con-
UNC Unified coarse thread series B1.1 trolled root radius
UNEF Unified extra-fine thread series B1.1 UNM Unified miniature thread series BI.10
UNF Unified fine thread series B1.1 UNS Unified threads of special diam- B1.1
eters, pitches, or iengths of
Note: Methods of designating multiple threads are shown in ANSI Standard B1 .5, Acme Screw Thl-cads.
* As published in Military Specification M IL-P-7105,
** All threads, except NGO, are right hand, unless otherwise designated. For NGO threads, designations RH or LF are required.
t As published in Military Specification M IL-S-8879, and 1S0 Draft Proposal—by ANSI Standard B 1, June 1970.
class 2A external thread may be used with a class 1B, 2B, or 3B TABLE 12-4
internal thread. Heature Designations for Use on Drawingsl
12-9
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-5
Standard Series Threads (UN/ UNR)2
12-10
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-5-Continued
5 5.0000 4 6 8 12 16 5
5 11’8 5.1250 4 6 8 12 16 51/8
5 1/4 5.2500 4 6 8 12 16 5 1/4
53/8 5.3750 4 6 8 12 [6 53/8
51/2 5.5000 4 6 8 12 16 51/2
55,i8 5.6250 4 6 8 12 16 55,i8
53/4 5.7500 4 6 8 12 16 53/4
57/8 5,8750 4 6 8 12 16 57/8
6 6.0000 4 6 8 12 16 6
* Series designation shown indicates the UN thread form; however, the UNR thread form may be specified by substituting UNR in
place of UN in all designations for external use only.
10125P
Internal o 125t
b$n malor dcmwter
threod
(nt) A
O 125H
0.375H
Pitch Ikne O 625H
.— -
50” 0725P - -
0.25H H
() ~p
—-9od-p-
J apex
J
90” I
beyond 0.25H from sharp
apex of root
(forrr dlcrmeter)
minor dmmeter
12-11
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
00
00
gg 00
C3a
00
mm
--
z%
--
00 00 00
-Mmm me .%-:
R’2
00 mmm c-4 mr’1
00
0000
0000
00
00
00
00
00 0000 00 00
(NW ~gz~ gg C4m
$~
00
00--
_-+
--
--
xx
--
00 0020 00 00
mm U)k-lcew mm ‘wm
CGmgg 00
;;
00
--
--
z:
--
gg ---
Oa 0000 06 00
** C.3CQC-4C+ ~~
;;
Wwwo
ao C3z
--
Oc
Ch moo
00 --, -- --
00 0000 00 00
b-lb-l
aa
*wmm
Chmgg
**
gg -- 0
u-u --
00 000. Q -- --
00 0000 00 00
mm mm
mm mm
*- am
wr- ar-
mm 00
0. 0, --
00 00
,vl~ ‘a%
00 00
0, 0, 0. 0
00 00
cm gg
r-m
00 --
-- --
00 00
WIN
ma
Occ
0-
--
z:
--
00 00
1! :~
,,
mm WC+ -m
wt.;% C30 mm
00-- -!-4 mm
---- -- --
0000 00 0 0“
Coomo ma C40
t-cc
--
---- 32 3;
-- ro
--
e-l
0000 00 00
(--0
gg 8%
(--0
00 Cco
00
0000
00 00
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0000 00 00
<=?
mm
:: <<
mm
I.L k
z z
a D
z $
*=J
*e
00
w-
I
mn Qw
m m
00 2 0
12-12
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
12-13
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
M
12-14
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
12-15
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
12-16
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
Uln
r-m
00
00
00
mm
am
mm
m?
00
mm
mm
l—.
In*
00
00
06
t-o
-0
00
00
00
u
z
!2
12-17
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
r-- mm
r-m
00
z 00
0 0 0
%
cc
~g
0 00
--
m m
m
‘ar-
a-
~~
06 -.
mm
mm
00
00
00
mm
we
r-r-
m. m
00 --
or-
?~
qm
00
!! ,
z
0
:
g
0
0
2
(-4 I-4
I
c-b
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
-.
m
G
‘e
mm
I m
W,
39
l-o
m
3-
--
:-
-cc
ml-m
00
‘G
0
00 0
00 0
-.
owl
Wr.
C9w
-.
-- v
0
0
0
0
0
<
m
z
i
12-19
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
.-
gg
00
-- -
--
12-20 ‘
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
UNIFIED INCH SCREW THREADS
000
000
000
Wlrlv)
mm mmm
I m P, -mm
—.... -
—
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
~ poll,,,.
/.
7
T
112 Toercmce on ma[or dlom
of screw
,
For UN R threads, this root IS
defined as a contln~ous rounded
contour with o radius not less
than O.10875p For UN threrds
this root may be flot
Fig. 12-5 Disposition of diametral tolerances, allowances, and crest clearances for Unified Screw Thread Classes 1A, 2A, lB, and 2B.’
for lengths of engagement from 5-15 threads. For special The pipe thread joints which are to be made up using a sealing
applications, the required length of engagement might be the compound consist of external-taper and internal-taper or
determining factor in the proper selection of thread tolerances. straight pipe threads having the same truncation tolerance at
ANSI Standard B 1.3, “Screw Thread Gaging Systems for the crests and roots of external and internal threads. This results
Dimensional Acceptability,” and ANSI Standard B 1.2, “Gages in interference or clearance between the crest and root of
and Gaging for Unified Inch Screw Threads, ” cover thread internal and external threads when the joint is made up wrench-
gaging systems and provide the essential specifications for the tight (see Fig. 12-7). Unless this clearance is sealed, a spiral leak
gages required. will result when the joint is subjected to fluid or vapor pressure.
Complete details on all pipe threads except Dryseal maybe
found in ANSI Standard B2. 1. A new standard for general-
AMERICAN NATIONAL STANDARD purpose pipe threads, ANSI Standard B 1.20.1, is being prepared
PIPE THREADS and will be published by ASME.
The American National Standard pipe thread is intended for
use where the assembled product, made up using a sealing American National Standard Taper
compound, is satisfactory for pressure-tight joints or where a Pipe Threads (N PT)
sealer is not functionally objectionable. One of the present taper pipe thread forms that has been
12-22
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
o.041667p
11--
%/ Internal thread
y
In prodce, cre+smay bepatiiallyor
~ till. rounded.
~, ~ lj2PDtoleronce on nut
z 112pDt01erance 0”~crew
4.
F_ /
4
Basic
form
Fig. 12-6 Disp@ition ofdiametral tolerances andcrest clearances for Unified inch Screw lhread Classes 3Aand3B.’
12-23
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
Internal thread
External thread
TABLE 12-7
Limits on Crest and Root Truncation of American National Standard
External and Internal Taper Pipe Threads, NPTJ
14 0,06186 0.05714 0.05071 o.033p 0,0024 0.078p 0.0056 0.0032 o.038p 0.0027 0.090p 0.0064 0,0037
11.5 0,07531 0.06957 0,06261 o.033p 0,0029 0.073p 0.0063 0.0034 0.038P 0.0033 0.084P 0.0073 0,0040
8 0.10825 0.10000 0.09275 o.033p 0.0041 0.062P 0.0078 0.0037 0.038p 0.0048 0.072P 0.0090 0.0Q42
Note: The basic dimensions of the American National Standard Taper Pipe Thread are given in inches to four and five decimal places.
While this implies a greater degree of precision than is ordinarily attained, these dimensions are so expressed for the purpose of
eliminating errors in computations.
12-24
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-8
Basic Dimensions of American National Standard Taper Pipe Thread, NPT3
12-25
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-8—Continued
Basicg
Length. LI Plane increase Minor
Wrench Makeup Length for Overalle Nominal Complete Height
to La Plane in Diam Diam
Internal Thread
Nominal External Thread, Vanish Thread, ~!t~~~~l External Threadsf of per at Small
Pipe L2 - L, Length, L3 v Thread, Length. Diam, Thread, Thread, End of
Diam,d
Size In. Threads In. Threads E3 [n. Threads 4 L5 E5 h 0.0625/n Pipe, %
1/16 O.1OI1 2.73 0.1111 3 0.26424 0.1285 3.47 0.3896 0.1870 0.28287 0.02963 0.0023 I 0.2416
1/8 0.1024 2.76 0.1111 3 0.35656 0.1285 3.47 0.3924 0.1898 0.37537 0.02963 0.00231 0.3339
1/4 0.1740 3.13 0,1667 3 0.46697 0.1928 3.47 0.5946 0.2907 0.49556 0.04444 0.00347 0.4329
3/8 0.1678 3.02 0.1667 3 0.60160 0.1928 3.47 0.6006 0.2967 0.63056 0.04444 0.00347 0.5676
1/2 0.2137 2.99 0.2143 3 0.74504 0.2478 3.47 0.7815 0.3909 0,78286 0,05714 0.00446 0.7013
3/4 0,2067 2.89 0.2143 3 0.95429 0.2478 3.47 0.7935 0.4029 0.99286 0,05714 0.00446 0.9105
1 0,2828 3.25 0.2609 3 1.19733 0.3017 3.47 0.9845 0.5089 1.24543 0.06957 0.00543 1.1441
I lj4 0.2868 3.30 0.2609 3 1.54083 0.3017 3.47 1.0085 0.5329 1.59043 0.06957 0.00543 1,4876
1 1/2 0.3035 3.49 0.2609 3 1.77978 0.3017 3.47 1.0252 0.5496 1.83043 0.06957 0.00543 1.7265
2 0.3205 3.69 0.2609 3 2.25272 0.3017 3.47 1.0582 0,5826 2.30543 0.06957 0.00543 2,1995
2 1/2 0.4555 3.64 0.250@ 2 2.7039[ 0.4337 3.47 1.5712 0.8875 2.77500 0.100000 0.00781 2,6195
3 0.4340 3.47 0.250G@ 2 3.32500 0.4337 3.47 1.6337 0.9500 3.40000 0.looooo 0.0078 I 3,2406
3 1~2 0.4290 3.43 0.2500 2 3.82188 0.4337 3.47 1.6837 1,0000 3.90000 0.100000 0,00781 3.7375
4 0.4560 3.65 0,2500 2 4.31875 0.4337 3,47 1.7337 1.0500 4.40000 0.looooo 0.0078 I 4,2344
5 0.4693 3.75 0.2500 2 5.375[1 0.4337 3,47 1.8400 1.1563 5.46300 0.100000 0.0078 I 5.2907
6 0.5545 4.44 0.2500 2 6.43047 0.4337 3.47 1.9462 1.2625 6.52500 0.100000 0.0078 I 6.3461
8 0,6495 5.20 0.2500 2 8.41797 0.4337 3.47 2.1462 1.4625 8.52500 0.100000 0.00781 8.3336
10 0.7150 5.72 0.2500 2 10.52969 0.4337 3.47 2.3587 [.6750 10,65000 0.100000 0.00781 10.4453
12 0,7650 6.12 0.2500 2 12.51719 0.4337 3.47 2.5587 1.8750 12.65000 0.100000 0.00781 12.4328
140D 0.6880 5.50 0.2500 2 13.75938 0.4337 3.47 2.6837 2.0000 13.90000 0.looooo 0.00781 13,6750
160D 0.6380 5.10 0.2500 2 15.74688 0.4337 3.47 2.8837 2,2000 15.90000 0.100000 0.00781 15,6625
180D 0.6500 5.20 0.2500 2 17.73438 0.4337 3.47 3.0837 2,4000 17.90000 0.looooo 0,0078 I 17.6500
200D 0.7250 5.80 0.2500 2 19.72188 0,4337 3.47 3.2837 2.6000 19.90000 0.100000 0,0078 i 19.6375
240D 0.8750 7.00 0.2500 2 23.69688 0,4337 3.47 3.6837 3.0000 23.90000 0.100000 0.0078 i 23.6125
Note: The basic dimensions of the American National Standard Taper Pipe Thread are given in inches to four or five decimal
places. While this implies a greater degree of precision than is ordinarily attained, these dimensions are tbe basis of gage dimensions
and are so expressed for the purpose of eliminating erors in computations.
Also Iengtb of thin ring gage and length from gaging notch to small end of plug gage.
Also pitch diameter at gaging notch (hand-tight plane).
Also length of plug gage.
Military Specification M lL-P-7105 gives the wrench makeup as three threads for sizes 3 and smaller. The E3 dimensions areas
follows: Nominal pipe size 2 1/2 ❑ 2.60609 and size 3 = 3.31719; sizes 1 and smaller same as above.
Reference dimension.
The length, L5, from the end of the pipe determines the plane beyond which the thread form is incomplete at the crest. The next
two threads are complete at the root, At this plane the cone formed by the crest of the thread intersects the cylinder forming the
external surface of the pipe. f,j ❑ & - 2p.
Given as information for use in selecting tap drills.
12-26
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-9
Dimensions, Internal Straight Threads in Pipe Couplings, NPSC
(Pressuretight Joints With Lubricant or Sealant)’
12-27
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
~
-+$
frn=0.10825p ,
~—&Fr~=0.12500p
TABLE 12-10
Dimensions of External and Internal Straight Pipe Threads
for Fixtures, NPSM (Free-fitting Mechanical Joints~
3 3.500 8 0.0023 3.467 3.452 3.3862 3.3786 3.334 3.353 3,3885 3.3984
3 1/2 4.000 8 0.0023 3.968 3.953 3.8865 3.8788 3.835 3.848 3.8888 3.8988
4 4.500 8 0.0023 4.466 4.45 I 4.3848 4.3711 4,333 4.346 4.3871 4.3971
5 5.563 8 0.0024 5.528 5.513 5.4469 5.4390 5.395 5.408 5.4493 5.4598
6 6.625 8 0.0024 6.585 6.570 6.5036 6.4955 6.452 6.464 6.5060 6.5165
Note: The minor diameters of external threads and major diameters of internal threads are those as produced by commercial
straight pipe dies and commercial ground straight pipe taps.
The major diameter of the external thread has been calculated on the basis of a truncation of O.10825p, and the minor
diameter of the internal thread has been calculated on the basis of a truncation of 0,2165 Ip, to provide no interference at crest
and root when product is inspected with gages made in accordance with ANSI B 1,20.1.
NPSM threads are of Unified screw thread form to classes 2A/ 2B tolerances, having the minimum pitch diameter of the
internal thread basic and equal to -EI of NPT threads.
* Column 11 is the same as the pitch diameter at the large end of internal thread.
12-28
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
Standard fithng
with taper thread _
- Taper 1
thread
Straight
locknut
~ thread
Tank floor .
or wall
Y+ 4
TABLE 12-11
Dimensions of External and Internal Straight Pipe Threads
for Locknut Connections, NPSL (Loose-fitting Mechanical Joints)q
12-29
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
DRYSEAL PIPE THREADS
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
DRYSEAL PIPE THREADS
Xr u-a- tTrnw Q
Oo mu-1 -3*cnm
r-t-mm --W’Q
O-lt-.im v-l t-l--mm
0000 0000
0000 0000
c-i-
. .
--
r-t-mm **--
----
r4r4--
11,1 Ill I
a
-M*W
. . . . .X*
. .
*
---- -m-=
-.
12-31
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
TABLE 12-14
Dimensional Data for NPSF Dryseal Straight Pipe Threads4
Desired Minimum
Pitch diametera Minor Diameterb Full Thread Lengthc
Size Mind Maxe Min Inch Thd
1/16—27 0.2768 0,2803 0.2482 0.31 8.44
1/8 —27 0.3692 0.3727 0.3406 0.31 8.44
1/4 —18 0.4852 0.4904 0.4422 0.47 8.44
3/8 —18 0.6205 0.6257 0.5776 0.50 9.00
Dryseal Taper Pipe Threads (NPTF) Internal Dryseal Straight Pipe Threads (NPSF)
Dryseal internal or external-taper threads are designated Dryseal American National Standard fuel internal straight
NPTF. NPTF threads have the same general form and dimen- pipe threads are straight internal threads intended for assembly
sions as NPT threads, but differ in the amount of truncation at with NPTF external-taper pipe threads and are designated
the crest and root. The amount of truncation is designed to NPSF. The product truncation at the crest and root is held to a
produce a complete mating profile or interference at the crests tolerance which will provide for crest and root interference
and roots of external and internal threads when the joint is when the straight internal threads are assembled with NPTF
made up hand-tight. When made up wrench-tight, the crests external-taper pipe. The NPSF thread limits are shown in Table
and roots are crushed sufficiently to bring the flanks in contact 12-14.
(see Fig. 12-9). It is this feature which eliminates the need for a
sealer. The minimum material condition as shown at the left in ACME SCREW THREADS
Fig. 12-9 is established by having the mating crests and roots of Acme screw threads (ANSI Standard B1 .5) have been
equal truncation to ensure metal-to-metal contact at these developed to carry heavy loads without causing excessive radial
points coincident with flank contact. This condition is estab- bursting pressure in the nut. They are also used to produce
lished at the sharpest root and the flattest crest and gives no traversing motions on machines and tools.
clearance. Tolerances at the crests and roots are established in Gener~l-purpose Acme threads have clearance on all dia-
the direction of interference only; therefore, the maximum
material condition shown at the right in Fig. 12-9 is established
by having the extreme combination of sharpest crests and
flattest roots, which provides the maximum interference. When
threaded joints are made up wrench-tight, it is intended that the
flanks and the crests and roots shall be in contact. The limits on
crest and root truncation to produce the interference are shown
in Table 12-12. The basic dimensions for both external and
internal NPTF threads are shown in Tab@ 12-13.
No clearance Max
(bcm) .-
Interference
12-32
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
0.0945p mox
GX
.5 z
-E ‘$’s
4’$-”
Detail of
ootionol chomfer
Internal Ihreod
(nut)
-. .-. . —.. .
klg. lz-11 Ulsposltlon
. ..
olallowances,
.
tolerances, andcrest clearances torgeneral-purpose
.
single-start Acme threads (all classes).- .p= .Ditch: /t= basic
thread height.
meters for free movement and are used for general-purpose Table 12-19 lists the thread data for the recommended
applications. The thread form and the symbols used for general- diameter-pitch combinations for centralizing threads. The
purpose Acme threads areshown in Fig. 12-10 .There are three limiting dimensions and tolerances for classes 2C, 3C, and 4C
classes of general-purpose Acme threads: 2G, 3G, and 4G. It is are listed in Table 12-20.
suggested that external and internal threads of the same class be Specifications for Acme screw threads are .mesented in ANSI
used together for assemblies. Class 2G is preferable. If less ka;dard B1 .5.
backlash or end play is desired, classes 3G and 4G may be
selected. An illustration of the disposition of allowances,
tolerances, and crest clearances for all classes of general-
purpose Acme threads is shown in Fig. 12-11. Table 12-15 lists
the basic dimensions, and Table 12-16 details the thread data
for recommended diameter-pitch combinations. The limiting
dimensions and tolerances for all classes may be found in Table
12-17.
Centralizing Acme threads have a limited clearance at the
major diameters of an assembly so that a bearing at the major
diameter maintains approximate alignment of the thread axis
and prevents wedging of the flanks of the thread. The thread
form and the symbols used for centralizing Acme screw threads
are shown in Fig. 12-12. There are three classes of centralizing
Acme thread~ 2C, 3C, and 4C. It is suggested that external and
internal threads of the same class be used together for assemblies.
Class 2C is preferable. If less backlash or end play is desired, Fig. 12-12 Centralizing Acme form of thread.$ Symbols 2 a = 29°; a ❑
14° 30; p = pitch; n = number of threads per inch; N = number of turns
class 3C or 4C may be selected, but these closer classes usually per inch; /s =basic height of thread = p/2; t = thickness of thread = p/2;
result in product tolerances that are difficult and expensive to F,ji ❑0.3707P = basic width of flat of crest of internal threak F,., ❑
maintain. An illustration of the disposition of allowances, 0.3707P= basic width of ffat of crest of external thread; F,. ❑ 0.3707p
tolerances, and crest clearances for classes 2C, 3C, and 4C is -0.259 x (major-diameter allowance on internal thread); F,, =0.3707p
-0.259 x (minor-diameter allowance on external thread - pitch-diameter
shown in Fig. 12-13. Table 12-18 lists the basic dimensions, and allowance on external thread).
12-33
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-15
General-Purpose Acme-Screw-Thread Form, Basic Dimensions
Width of Flat at
Total Root of
Height of Height Thread Crest of Internal Thread,
Threads Thread of Thread Thickness Internal Thread F,. ❑ 0.3707p -
per Inch,* Pitch, (Basic), h,=h+ l/2 (Basic), (Basic), 0.259 X
n P h =p12 allowance t❑p/2 F,. = 0.3107p allowance
16 0.06250 0.03125 0.0362 0.03125 0.0232 0.0206
14 0.07143 0.03571 0.0407 0.03571 0.0265 0.0239
12 0.83333 0.04167 0.0467 0.04167 0.0309 0.0283
10 0.10000 0.50000 0.0600 0.05000 0.0371 0.0319
8 0.12500 0.06250 0.0725 0.06250 0,0463 0.0411
6 0.16667 0.08333 0.0933 0.08333 0,0618 0.0566
5 0.20000 0,10000 0.1100 0.10000 0.0741 0.0689
4 0.25000 0.12500 0.1350 0.12500 0.0927 0.0875
3 0.33333 0.16667 0.1767 0.16667 0.1236 0.1184
2 1/2 0.40000 0.20000 0.2100 0.20000 0.1483 0.1431
2 0.50000 0.25000 0.2600 0.25000 0.1853 0.1802
1 1/2 0.66667 0.33333 0.3433 0.33333 0.2471 0.2419
1 1/3 0.75000 0.37500 0,3850 0,37500 0.2780 0.2723
1 1.00000 0.50000 0.5100 0.50000 0.3707 0.3655
*AH other dimensions are given in inches.
rM=0.06p mox
u“ e J
External
,1
lscrew]
thread
=.
=$
“= -5
~ .=
z=
/’k r$=O.lp
rs
mox
One-half
allawance
minar diam
(screw)
12-34
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
ACME SCREW THREADS
Fmwo
W**W
mo m-!
-.m.~-+
0000
m-mm
*xfom
t- m-m
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rommo
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mm** 000? 364 W3v-)lnvlvl
--.-- ~m.m.qq
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----- ----- m.q~m.m
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W%= C4C’4 mnu-1-v
----
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--.-- k*’l-
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12-35
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
ACME SCREW THREADS
Owo
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12-36
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
ACME SCREW THREADS
000
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12-37
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-18
Centralizing Acme-Screw-Thread Form, Basic Dimensionss
TABLE 12-19
Centralizing Acme Single-Start Screw Threads5
Diameters
Thread Data
Centralizing Classes 2C,
Lead Angle at Basic
Identification 3C, and 4C
Basic Basic Pitch Diameter*
Nominal Threads Basic Pitch Minor Thickness ~ Height Width Centralizing
Sizes per Major Diameter Diameter at Pitch of of Flat, Classes 2C,
(All Inch,* Diameter, E= K= Pitch, Line, Thread, F= 3C, and 4C,
Classes) n D D-h D-2h P t=p/2 h ❑p/2 o.3707p A
Deg Min
1/4 16 0.2500 0.2188 0.1875 0.06250 0.03125 0.03125 0.0232 5 12
5/16 14 0.3125 0.2768 0.2411 0.07143 0.03571 0.03571 0.0265 4 42
3/8 12 0.3750 0.3333 0.2917 0.08333 0.04167 0.04167 0.0309 4 33
7/16 12 0.4375 0.3958 0.3542 &08333 0.04167 0.04167 0.0309 3 50
1/2 10 0.5000 0.4500 0.4000 0.10000 0.05000 0.05000 0.0371 4 ‘3
5/8 8 0.6250 0.5625 0.5000 0.12500 0.06250 0.06250 0.0463 4 3 ,“
3/4 6 0.7500 0.6667 0.5833 0.16667 0.08333 0.08333 0.0618 4 33
7/8 6 0.8750 0.7917 0.7083 0.16667 0.08333 0.08333 0.0618 4 50
1 5 1.0000 0.9000 0.8000 0.20000 0.10000 0.10000 0.0741 4 3
1 1/8 5 1.1250 1.0250 0.9250 0.20000 0.10000 0.10000 0.0741 3 33
1 1/4 5 1.2500 1.1500 1.0500 0.20000 0.10000 0.10000 0.0741 3 10
1 3/8 4 1.3750 1.2500 1.1250 0.25000 0.12500 0.12500 0.0927 3 39
1 1/2 4 1.5000 1.3750 1.2500 0.25000 0.12500 0.12500 0.0927 3 19
1 3]4 4 1.7500 1.6250 1.5000 0.25000 ,
0.12500 0.12500 0.0927 2 48
2 4 2.0000 1.8750 1.7500 0.25000 0.12500 0.12500 0.0927 2 26
2 1/4 3 2.2500 2.0833 1.9167 0.33333 0.16667 0.16667 0.1236 2 55
2 1/2 3 2.5000 2.3333 2.1667 0.33333 0.16667 0.16667 0.1236 2 36
2 3/4 3 2.7500 2.5833 2.4167 0.33333 0.16667 0.16667 0.1236 2 21
3 2 3.0000 2.7500 2.5000 0.50000 0.25000 0.25000 0.1853 3 19
3 1/2 2 3.5000 3.2500 3.0000 0.50000 0.25000 0.25000 0.1853 2 48
4 2 4.0000 3.7500 3.5000 0.50000 0.25000 0.25000 0.1853 2 26
4 1/2 2 4.5000 4.2500 4.0000 0.50000 0.25000 0.25000 0.1853 2 9
5 2 5.0000 4.7500 4.5000 0.50000 0.25000 0.25000 0.1853 1 55
* All other dimensions are given in inches.
12-38
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-20
Limiting Dimensions and Tolerances, Centralizing Acme Single-Start Screw Threads, Classes 2C, 3C, and 4C5
Nominal Diameter. D
1/2 5/8 3/4 7/8 1 1 1/8 1 1/4 1 3/8 1 1/2
Threads per Inch*
Limiting Diameters
and Tolerances 10 8 6 6 5 5 5 4 4
EXTERNAL THREADS:
Classes 2C, 3C, and 4C, Max (D) 0.5000 0.6250 0.7500 0.8750 1.0000 1.1250 1.2500 1.3750 1.5000
Major Diameter
Class 2C, Major Diameter Min 0.4975 0.6222 0.7470 0.8717 0.9965 1.1213 1.2461 1.3700 1.4957
Tol 0.0025 0.0028 0.0030 0.0033 0.0035 0.0037 0.0039 0.0041 0.0043
Class 3C, Major Diameter Min 0.4989 0.6238 0.7487 0.8736 0.9985 1.1234 1.2483 1.3732 1.4982
Tol 0.001 I 0.0012 0.0013 0.0014 0.0015 0.0016 0.0017 0.0018 0.0018
Class 4C, Major Diameter Min 0.4993 0.6242 0.7491 0.8741 0.9990 1.1239 1.2489 1.3738 1.4988
Tol 0.0007 0.0008 0.0009 0.0009 0.0010 0.0011 0.0011 0.0012 0.0012
Classes 2C, 3C, and 4C, Max 0.3800 0.4800 0.5633 0.6883 0.7800 0.9050 1.0300 1.1050 1.2300
Minor Diameter
Class 2C, Minor Diameter Min 0.3594 0.4570 0.5371 0.6615 0.7509 0.8753 0.9998 1.0710 1.1965
Class 3C, Minor Diameter Min 0.3704 0.4693 0.5511 0.6753 0.7664 0.8012 1.0159 1.0896 1.2144
Class 4C, Minor Diameter Min 0.3731 0.4723 0,5546 0.6794 0.7703 0.8951 1.0199 1.0940 1.2188
Class 2C, Pitch Diameter Max 0.4443 0.5562 0.6598 0.7842 0.8920 1.0165 1.141! 1.2406 1.3652
Min 0.4306 0.5408 0.6424 0.7063 0,8726 0.9967 1.I21O 1.2186 1.3429
Tol 0.0137 0.0154 0.0174 0.0179 0.0194 0.0193 0.0201 0.0220 0.0223
Class 3C, Pitch Diameter Max 0.4458 0.5578 0.6615 0.7861 0.8940 1.0186 1.1433 1.2480 1.3677
Min 0.4394 0.5506 0.6534 0.7778 0.8840 1.0094 1.1339 1.2327 I .3573
Tol 0.0064 0.0072 0.0081 0.0083 0,0091 0.0092 0.0094 0.0103 0.0104
Class 4C, Pitch Diameter Max 0.4472 0.5593 0.6632 0.7880 0.8960 1,0208 1.1455 1.2453 1.3701
Min 0.4426 0.5542 0.6674 0.7820 0.8895 1.0142 1.1333 1.2380 1.3627
Tol 0.0016 0.0051 0.0053 0.0060 0.0065 0.0066 0.0067 0.0073 0.0074
INTERNAL THREADS:
Classes 2C, 3C, and 4C, Min 0.5007 0.6258 0.7509 0.8759 1.0010 1.1261 1.2511 1.3762 1.5012
Major Diameter
Classes 2C and 3C, Max 0.5032 0.6286 0.7539 0.8792 1,0045 1.1208 1.2550 1.3803 1.5055
Major Diameter Tol 0.0025 0.0028 0.0030 0.0033 0,0035 0.0037 0.0039 0.0041 0.0043
Class 4C, Major Diameter Max 0.5021 0.6274 0.7526 0.8773 1.0030 1.1282 1.2533 1.3785 1.5036
Tol 0.0014 0.0016 0.0017 0.0019 0.0020 0.0021 0.0022 0.0023 0.0024
Classes 2C, 3C, and 4C, Min 0.4100 0.5125 0.6060 0.7250 0.8200 0.9450 1.0700 1.1500 1.2750
Minor Diameter Max 0.4150 0.5137 0.6883 0.7333 0,8300 0.9550 1.0800 1.1825 1.2875
Tol 0.0050 0.0062 0.0088 0.0083 0.0100 0.0100 0.0100 0.0125 0.0125
Class 2C, Pitch Diameter Min 0.4500 0.5625 0.6667 0.7917 0.9000 1.0250 1.1500 1.2500 I.3750
Max 0.4687 0.5770 0.6841 0.8096 0,9194 1.0048 1.1701 1.2720 1.3973
Tol 0.0137 0.0154 0.0174 0.0179 0.0194 0.0198 0.0201 0.0220 0.0223
Class 3C, Pitch Diameter Min 0.4500 0.5625 0,6667 0.7917 0.9000 1.0250 1.1500 1.2500 1.3750
Max 0.4564 0.5097 0.0743 0.8000 0.9801 1.0242 1.1694 1.2603 [.3854
Tol 0.0064 0.0072 0.0081 0.0088 0.009 I 0.0092 0.0094 0.0103 0.0104
Class 4C, Pitch Diameter Min 0.4500 0.5625 0.6667 0.7917 0.9800 1.0250 1.1500 1.2500 1.3750
Max 0.4646 0.5676 0.6725 0.7977 0.9685 1.0816 1.1567 1.2573 1.3824
Tol 0.0046 0.0051 0.0058 0.0060 0.0065 0.0065 0.0067 0.0073 0.0074
12-39
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-20—Continued
Nominal Diameter, D
1 1/4 2 21/4 21/2 23/4 3 31/2 4 41/2 5
12-40
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-21
Stub Acme Screw Thread Form, Basic Dimensions
Width of Flat
Root of
Total Crest of Internal
Height of Height of Thread Internal Thread,
Threads Thread Thread, Thickness Thread F.” = 0.4224p -
per Pitch, (Basic), hs=h+ l/2 (Basic), (Basic), 0.259 X
Inch P h = 0.3p Allowance t=p/2 F,. ❑ 0.4224p Allowance
16 0.06250 0.01875 0.0238 0.03125 0.0264 0.0238
14 0.07143 0.02143 0.0263 0.03571 0.0302 0.0276
12 0.08333 0.02500 0.0300 0.04167 0.0352 0.0326
10 0.10000 0.03000 0.0400 0.05000 0.0422 0.0370
9 0.11111 0.03333 0.0433 0.05556 0.0469 0.0417
8 0.12500 0,03750 0.0475 0.06250 0.0528 0.0476
7 0.14268 0.04285 0.0529 0.07143 0.0603 0.0551
6 0.16667 0.05000 0.0600 0.08333 0.0704 0.0652
5 0.20000 0.06000 0.0700 0.10000 0.0845 0.0793
4 0.25000 0.07500 0.0850 0.12500 0.1056 0.1004
3 1/2 0.28571 0.08571 0.0957 0.14286 0.1207 0.1155
3 0.33333 0.1oooo 0.1100 0.16667 0.1408 0.1356
2 1/2 0.40000 0,12000 0.1300 0.20000 0.1690 0.1638
2 0.50000 0.15000 0.1600 0.25000 0.2112 0.2060
1 1/2 0.66667 0.20000 0.2100 0.33333 0.2816 0.2764
1 1/3 0.75000 0.22500 0.2350 0.37500 0.3168 0.3116
1 I .00000 0.30000 0.3100 0.50000 0.4224 0.4172
0.3p, basic height of thread; F,, ❑ 0.424p= basic width of flat of crest of A major advantage of metric screw thread standards is the
internal thread; F,, = 0.422p = basic width of flat of crest of external
thread; F,,, = 0.422p .0.259 x (major-diameter allowance on internal possibility of reducing the number of diameter/ pitch combina-
thread); F,., ❑ 0.4224p -0.259 x (minor-diameter allowance on external tions that can be used, thus providing a less costly system. Two
thread - pitch-diameter allowance on external thread). additional standards, B 1. 18M (Threads) and B 1. 19M (Gaging),
12-41
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
M Profile Threads I {
ANSI Standard B 1. 13M was developed to provide a system Fig. 12-16 External thread of M profile with no allowance and flanks at
of metric screw threads for general fastening purposes in maximum material condition, requiring rounded roots.~
mechanisms and structures. It is in agreement with ISO screw
thread standards and recommendations. The basic M profile is to the inch class 3A except that an allowance is applied. This
a 60° symmetrical screw thread that is the basic 1S0 profile (see thread class will be standard for socket-head cap screws.)
Fig. 12-1 5), and it is the same as that for Unified inch screw Internal metric threads.’ 2 For internal product threads, there
threads. It is the same for both internal and external threads at are five grades of tolerance, known as grades 4, 5, 6, 7, and 8.
maximum material condition except where rounded roots are Grade 6 is for medium, average conditions and should be
required on external threads (see Fig. 12-16). considered for use wherever possible for the most economic
The tolerance system for metric screw threads is based on the transition to metric threads. Tolerance position H indicates that
1S0 system of limits and fits. The complete thread designation the minimum internal thread is at the basic pitch diameter size.
includes the thread tolerance class which consists of a number This is standard for normal applications. Thus, the preferred
indicating the tolerance grade and a letter indicating the class for general-purpose applications of internal threads is
tolerance position. The tolerance position letter is a capital class 6H. Tolerance position G indicates that the minimum limit
letter for internal threads and a lowercase letter for external is above the basic pitch diameter, creating an allowance. There
threads. Although the same thread tolerance class may be may be special situations when the G allowance (giving greater
applied to both the pitch and major diameters (for external separation between mating parts) might be useful; for example,
threads) or pitch and minor diameters (for internal threads), the when heat treatment after threading could cause distortion and
metric thread tolerancing system allows for applying different make assembly difficult if allowance is not provided.
tolerance classes to the pitch and major diameters of pitch and External metric threads.’3 For external product threads there
minor diameters. are seven grades of tolerance known as grades 3,4,5,6,7,8, and
Metric screw threads of tolerance class 6H/ 6g are generally 9. The higher the number, the greater the amount of tolerance.
comparable to inch class 2A/ 2B. At minimum material condi- Here again the grade 6 is for medium, average conditions and
tions, however, the 6H/6g tolerance results in a Iooserfit than a should also be considered for greatest economy. The three
2A/ 2B class. Limiting dimensions for internal and external M tolerance position symbols for external threads are h, g, and e,
profile threads are shown in Tables 12-22 and 12-23. (Note that with h and g being predominant. Position h indicates there is no
class 4g6g is also shown for external threads. This is comparable allowance and the maximum size limit is at the basic pitch
diameter. Position g creates a small allowance wherein the
maximum limit is below basic. Position e creates a large
Interral threads
r P,tch—P
/\
k– P,8
H/8
b
allowance and has little if any commercial application. When
external threads are being plated, it is common practice to
extend the maximum size limit to the basic pitch diameter after
the plating is applied. There are other situations where the
t allowance must not be violated even after plating. There are a
3/8 H
,- ~~’ t great many possible tolerance grades and position choices for
518 H ~
the designer or engineer, but the preferred class for general-
molor “*3@ - ~,4
dam purpose applications of external threads is class 6g.
P/2
\,1,/
“d,o,lc -$-‘, I ;
H/4 MJ Profile Threads
\/
& Since the UNJ inch screw thread is predominantly used in
aerospace designs, the aerospace industry decided to produce a
!; [ “ %
AxIs of screw thread
hard metric version for aerospace metric design. This resulted in
.—. — .—
External threads I
the metric screw thread standard, MJ profile, ANSI Standard
H = vt72 x P = 0,866 025P B 1.21 M, published by ASM E. The metric version is similar to
0125 H= OI08253P the UNJ inch, MI L-S-8879, thread which has a 0.1501 lp-
E1250H= 0216506P
0.18042p controlled radius root in the external thread. The minor
D 375H = 0.324 760P
3625H = 0541 266P diameters of internal threads are truncated to accommodate the
maximum root radii of the external threads. Complete data on
Fig. 12-15 Basic M thread profile (1S0 68 basic profile).’ profiles and tolerances is presented in B 1.21 M.
12-42
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-22
Limiting Dimensions for M Profile Internal Threads
Major Diameter,
Minor Diameter, Pitch Diameter, D, mm
Basic
Thread DI, mm D2, mm
Tolerance Max*
Designation Class Min Max Min Max To] Min For Reference
M1.6 x 0.35 6H 1.221 1.321 1.373 1.458 0.085 1.600 1.736
M2 X 0.4 6H 1.567 1.679 1.740 1.830 0.090 2.000 2.148
M2.5 X 0.45 6H 2.013 2.138 2.208 2.303 0.095 2.500 2.660
M3 X 0.5 6H 2.459 2.599 2.675 2,775 0.100 3.000 3.172
M3.5 X 0.6 6H 2.850 3.010 3.110 3.222 0.112 3.500 3.699
M4 X 0.7 6H 3,242 3.422 3.545 3.663 0.118 4.000 4.219
M5 X 0.8 6H 4.134 4.334 4.480 4.605 0.125 5.000 5.240
M6XI 6H 4.917 5.153 5.350 5.500 0,150 6.000 6.294
M8 X 1.25 6H 6,647 6.912 7.188 7.348 0.160 8.000 8,340
M8X1 6H 6.917 7.153 7.350 7.500 0.150 8.000 8.294
MIO X 1.5 6H 8.376 8.676 9.026 9.206 0.180 10.000 10.396
M1O X 1.25 6H 8.647 8.912 9.188 9.348 0.160 Io.000 10340
MIO X 0.75 6H 9,188 9.378 9.513 9.645 0.132 10.000 10.240
M12 X 1.75 6H 10.106 10.441 10.863 11.063 0.200 12.000 12.453
M12 X 1.5 6H 10.376 10.676 11.026 11.216 0.190 12.000 12.406
M12 X 1.25 6H 10.647 10.912 11.188 1I .368 0.180 12.000 12,360
M12 X I 6H 10.917 11.153 11.350 11.510 0.160 12.000 12.304
M14 X 2 6H 11.835 12.210 12.701 12.913 0.212 14.000 14.501
M14 X 1.5 6H 12.376 12.676 13.026 13.216 0.190 14.000 14.406
M14 X 1.25**
M15 X 1 6H 13,917 14.153 14.350 14.510 0.160 15.000 15.304
M16 x 2 6H 13.835 14.210 14.701 14.913 0.212 16.000 16.501
M16 x 1.5 6H 14.376 14.676 15.026 15.216 0,190 16.000 16,406
M17 X 1 6H 15.917 16.153 16.350 16.510 0.160 17.000 17,304
M18 x 1.5 6H 16.376 16.676 17.026 17.216 0.190 18.000 18.406
M20 X 2.5 6H 17.294 17.744 18.376 18.600 0.224 20.000 20.585
M20 X 1.5 6H 18.376 18.676 19.026 19.216 0,190 20.000 20.406
M20 X I 6H 18.917 19.153 19.350 19.510 0.160 20.000 20.304
M22 X 2.5 6H 19.294 19.744 20.376 20.600 0.224 22.000 22.585
M22 X 1.5 6H 20.376 20.676 21.026 21.216 0.190 22.000 22.406
M24 X 3 6H 20.752 21.252 22.051 22.316 0.265 24.000 24.698
M24 X 2 6H 21.835 22.210 22.701 22.925 0.224 24.000 24.513
M25 X 1.5 6H 23.376 23.676 24.026 24.226 0.200 25,000 25.416
M27 X 3 6H 23.752 24.252 25.051 25.316 0.265 27.000 27,698
M27 X 2 6H 24.835 25.210 25.701 25.925 0.224 27.000 27.513
M30 X 3.5 6H 26.21 I 26.771 27.727 28.007 0.280 30.000 30.785
M30 X 2 6H 27.835 28.210 28.701 28.925 0.224 30.000 30.513
M30 X 1.5 6H 28.376 28.676 29,026 29.226 0.200 30.000 30.416
M33 X 2 6H 30.835 31.210 31,701 31.925 0.224 33.000 33.513
M35 X 1.5 6H 33.376 33.676 34.026 34.226 0.200 35.000 35.416
M36 X 4 6H 31.670 32.270 33,402 33.702 0.300 36.000 36.877
M36 X 2 6H 33.835 34.210 34701 34.925 0.224 36.000 36.513
M39 X 2 6H 36.835 37,210 37.701 37.925 0.224 39.000 39.513
M40 X 1.5 6H 38.376 38.676 39.026 39.226 0.200 40.000 40.416
M42 X 4.5 6H 37.129 37.799 39.077 39.392 0.315 42.000 42.965
12-43
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTE R12
TABLE 12-22-Continued
Major Diameter,
Basic
Minor Diameter, Pitch Diameter, D, mm
D,, mm D2, mm
Thread Tolerance Max*
Designation Class Min Max Min Max Tol Min For Reference
12-44
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-23
Limiting Dimensions for M Profile External ThreadsT
Minor Diameter,C
Minor Diameter, b d,, mm
Basic Allowance, Major Diameter, b Pitch Diameter, b
d,, mm (Rounded Root)
~~,a d, mm d~, mm
Thread Tolerance (Flat Root) Min
Decimation Class mm Max Min Max Min Tol Max —For Reference—
MI.6 x 0.35 6g 0.019 1.581 1.496 1.354 1.291 0.063 1.202 1,075
M1,6 x 0.35 4g6g 0.019 1.581 1.496 1.354 1.314 0.040 1.202 1.098
M2 X 0,4 6g 0,019 1.98I 1.886 1.721 1,654 0.067 1.548 1.408
M2 X 0.4 4g6g 0.019 1,981 1,886 1.721 1.679 0.042 1.548 1.433
M2.5 X 0.45 6g 0.020 2.480 2.380 2.188 2.117 0.071 1.993 1.840
M2,5 X 0.45 4g6g 0.020 2.480 2.380 2.188 2.143 0.045 I.993 I.866
M3 X 0.5 6g 0.020 2.980 2.874 2.655 2.580 0.075 2.439 2.272
M3 X 0.5 4g6g 0.020 2.980 2.874 2.655 2.607 0.048 2.439 2.299
M3.5 X 0,6 6g 0.021 3.479 3.354 3.089 3.004 0.085 2.829 2.635
M3.5 x 0.6 4g6g 0.021 3.479 3.354 3.089 3.036 0.053 2.829 2.667
M4 X 0.7 6g 0,022 3.978 3.838 3.523 3.433 0.090 3.220 3.002
M4 X 0.7 4g6g 0.022 3,978 3.838 3.523 3.467 0.056 3.220 3.036
M5 X 0.8 6g 0.024 4.976 4.826 4,456 4.36[ 0.095 4.110 3,869
M5 X 0.8 4g6g 0.024 4.976 4.826 4.456 4.396 0.060 4.110 3.904
M6X1 6g 0,026 5.974 5.794 5.324 5.212 0.112 4,891 4.596
M6XI 4g6g 0.026 5,974 5,794 5.324 5.253 0.07 I 4.891 4.637
M8 X 1.25 6g 0.028 7.972 7.760 7.160 7.042 0.118 6.619 6.272
M8 X 1.25 4g6g 0.028 7.972 7.760 7,160 7.085 0,075 6.619 6.315
M8XI 6g 0,026 7.974 7.794 7.324 7.212 0.112 6.891 6.596
M8X1 4g6g 0.026 7,974 7.794 7.324 7.253 0.071 6.891 6.637
MI(I X 1.5 6g 0.032 9.968 9.732 8.994 8.862 0.132 8.344 7.938
M1O x 1.5 4g6g 0.032 9.968 9.732 8.994 8,909 0,085 8,344 7.985
MIO X 1.25 6g 0.028 9.972 9.760 9.160 9.042 0.118 8.619 8.272
MIO X 1,25 4g6g 0.028 9,972 9.760 9.160 9.085 0.075 8.619 8.315
MIO X 0.75 6g 0.022 9.978 9.838 9.491 9.391 0.100 9.166 8,929
M1O X 0.75 4g6g 0.022 9.978 9.838 9,491 9.428 0,063 9,166 8.966
M12 X 1.75 6g 0.034 1I.966 11.701 10.829 10.679 0.150 10.072 9.601
M12 X 1.75 4g6g 0.034 11,966 11.701 10.829 10.734 0.095 10.072 9.656
M12 x 1.5 6g 0.032 11.968 11.732 10,994 10.854 0.140 10.344 9.930
M12 x 1.25 6g 0.028 11.972 11.760 11,160 11,028 0,132 10,619 10.258
M12 X 1.25 4g6g 0,028 11.972 11.760 11.160 11.075 0.085 10.619 10.305
M12 X ] 6g 0.026 11,974 11.794 11.324 11.206 0.118 10.891 10.590
M12 X 1 4g6g 0.026 11.974 11.794 11.324 11.249 0.075 10.891 10,633
M14 X 2 6g 0.038 13.962 13.682 12.663 12,503 0.160 11,797 11.271
M14 X 2 4g6g 0,038 13.962 13.682 12.663 12.563 0.100 I 1.797 11.331
M14 X 1,5 6g 0.032 13,968 13.732 12.994 12.854 0.140 12.344 1I.930
M14 X 1.5 4g6g 0.032 13.968 13.732 12,994 12.904 0,090 12.344 11.980
M14 X 1.25d
M15 X 1 6g 0.026 14.974 I4.794 14.324 14.206 0.118 13.891 13.590
M15 X I 4g6g 0.026 14.974 14.794 14.324 14.249 0.075 13.891 13,633
M16 x 2 6g 0.038 15.962 15.682 14,663 14.503 0.160 13.797 13,271
M16 x 2 4g6g 0,038 15.962 15.682 14.663 14,563 0.100 13,797 13.331
M16 x 1.5 6g 0.032 15.968 15,732 14.994 14.854 0.140 14.344 13.930
M16 x 1.5 4g6g 0.032 15.968 15.732 14.994 14.904 0.090 14.344 13,980
M17 X 1 6g 0.026 16.974 16.794 16,324 16,206 0,118 15,891 15.590
M17 X 1 4g6g 0.026 16,974 16.794 16.324 16.249 0.075 15.891 15.633
M18 x 1.5 6g 0.032 17.968 17,732 16.994 16.854 0.140 16.344 I5.930
M18 x 1.5 4g6g 0.032 17.968 17.732 16,994 16.904 0.090 16.344 15.980
M20 X 2.5 6g 0,042 19.958 19.623 18.334 18.164 0.170 17.252 16.624
M20 X 2.5 4g6g 0.042 19,958 19.623 18.334 18.228 0.106 17.252 16.688
M20 X 1,5 6g 0.032 19.968 19.732 18.994 18.854 0.140 18.344 17.930
M20 X 1.5 4g6g 0.032 19.968 19.732 18.994 18,904 0,090 18,344 17.980
M20 X 1 6g 0,026 19.974 19,794 19.324 19.206 0.118 18.891 18.590
M20 X I 4g6g 0.026 19,974 19,794 19.324 19.249 0.075 18.891 18.633
12-45
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-23—Continued
Minor Diameter,c
Minor Diameter, b d,, mm
Major Diameter, h Pitch Diameter, b d,, mm (Rounded Root)
Basic Allowance,
~~,a d, mm d,, mm (Flat Root) Min
Thread Tolerance
Designation Class mm Max Min Max Min Tol Max —For Reference—
M22 X 2.5 6g 0.042 21.958 21.623 20.334 20.164 0. I70 19.252 18.624
M22 X 1.5 6g 0.032 21.968 2[.732 20.994 20.854 0.140 20.344 I9.930
M22 X 1.5 4g6g 0.032 21.968 21.732 20.994 20.904 0.090 20.344 19.980
M24 X 3 6g 0.048 23.952 23.577 22.003 21.803 0.200 20.704 19.955
M24 x 3 4g6g 0.048 23,952 23.577 22,003 21,878 0.125 20.704 20.030
M24 X 2 6g 0.038 23.962 23,682 22,663 22.493 0,170 21.797 21.261
M24 X 2 4g6g 0.038 23.962 23,682 22.663 22.557 0.106 21,797 21.325
M25 X 1.5 6g 0,032 24.968 24.732 23.994 23.844 0.150 23.344 22.920
M25 X 1.5 4g6g 0.032 24.968 24.732 23.994 23.899 0.095 23.344 22.975
M27 X 3 6g 0.048 26.952 26.577 25.003 24.803 0.200 23.744 22.955
M27 X 2 6g 0.038 26.962 26.682 25.663 25.493 0. I70 24.797 24,261
M27 X 2 4g6g 0.038 29.962 26.682 25.663 25.557 0.106 24.797 24,325
M30 X 3.5 6g 0.053 29.947 29.522 27.674 27.462 0.212 26.158 25.306
M30 X 3.5 4g6g 0.053 29.947 29.522 27.674 27.542 0.132 26.158 25.386
M30 X 2 6g 0.038 29.962 29.682 28.663 28,493 0.170 27,797 27.261
M30 X 2 4g6g 0.038 29,962 29.682 28.663 28.557 0.106 27.797 27.325
M30 X 1.5 6g 0,032 29,968 29,732 28.994 28.844 0.150 28,344 27.920
M30 X 1.5 4g6g 0.032 29.968 29.732 28.994 28.899 0,095 28.344 27.975
M33 X 2 6g 0.038 32.962 32.682 31.663 31.493 0170 30.797 30.261
M33 X 2 4g6g 0.038 32.962 32.682 31.663 31.557 0,106 30.797 30,325
M35 X 1,5 6g 0.032 34.968 34.732 33.994 33.844 0. I50 33.344 33.920
M36 X 4 6g 0.060 35.940 35.465 33.342 33.118 0,224 31.610 30.654
M36 X 4 4g6g 0.060 35.940 35.465 33.342 33,202 0,140 3[.610 30.738
M36 X 2 6g 0.038 35.962 35.682 34.663 34,493 0.170 33.797 33.261
M36 X 2 4g6g 0,038 35,962 35,682 34.663 34,557 0,106 33,797 33.325
M39 X 2 6g 0,038 38,962 38.682 37.663 37.493 0.170 36.797 36.261
M39 X 2 4g6g 0.038 38.962 38.682 37.663 37.557 0,106 36.797 36.325
M40 X 1,5 6g 0.032 39.968 39.732 38.994 38.844 0.150 38.344 37.920
M40 X 1.5 4g6g 0.032 39.968 39.732 38.994 38.899 0.095 38.344 37,975
M42 X 4.5 6g 0.063 41.937 41.437 39.014 38.778 0.236 37.066 36.006
M42 X 4.5 4g6g 0.063 41.937 41.437 39.014 38.864 0.150 37.066 36.092
M42 X 2 6g 0.038 41.962 41.682 40,663 40,493 0.170 39.797 39.261
M42 X 2 4g6g 0.038 41.962 41,682 40,663 40,557 0,106 39,797 39.325
M45 X 1.5 6g 0,032 44,968 44,732 43.994 43.844 0150 43.344 42.920
M45 X 1.5 4g6g 0.032 44.968 44.732 43.994 43.899 0095 43.344 42,975
M48 X 5 6g 0.071 47.929 47.399 44.681 44.431 0.250 42.516 41.351
M48 X 5 4g6g 0.071 47.929 47.399 44.681 44.521 0,160 42.516 41,441
M48 X 2 6g 0.038 47.962 47.682 46.663 46.483 0.180 45.797 45.251
M48 X 2 4g6g 0.038 47.962 47.682 46.663 46.551 0.112 45.797 45.319
M50 X 1.5 6g 0.032 49.968 49.732 48.994 48,834 0.160 48.344 47.910
M50 X 1.5 4g6g 0.032 49.968 49,732 48,994 48,894 0.100 48.344 47.970
M55 X 1.5 6g 0.032 54.968 54.732 53.994 53.834 0,160 53.344 52.910
M55 X 1.5 4g6g 0,032 54.968 54.732 53.994 53.894 0.100 53.344 52.970
M56 X 5.5 6g 0.075 55.925 55.365 52.353 52.088 0,265 49.97 I 48.700
M56 X 5.5 4g6g 0.075 55.925 55.365 52.353 52.183 0.170 49.971 48,795
M56 X 2 6g 0.038 55.962 55.682 54.663 54.483 0.180 53.797 53,251
M56 X 2 4g6g 0.038 55.962 55.682 54.663 54.551 0.112 53.797 53.319
M60 x 1.5 6g 0.032 59.968 59,732 58.994 58.834 0.160 58.344 57.910
M60 x 1.5 4g6g 0.032 59,968 59.732 58.994 58.894 0.100 58.344 57.970
M64 X 6 6g 0,080 63,920 63,320 60.023 59.743 0,280 57.425 56.047
M64 X 6 4g6g 0,080 63,920 63,320 60.023 59.843 0,180 57.425 56.147
M64 X 2 6g 0.038 63.962 63.682 62.663 62.483 0.180 61.797 61.251
M64 X 2 4g6g 0.038 63.962 63.682 62.663 62.551 0.112 61.797 61.319
M65 X 1,5 6g 0.032 64.968 64.732 63.994 63.834 0.160 63.344 62,910
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
TABLE 12-23—Continued
Minor Diameter,c
Minor Diameter, b d~, mm
Basic Allowance, Major Diameter, b Pitch Diameter, b d,, mm (Rounded Root)
~~,a d, mm d,, mm
Thread Tolerance (Flat Root) Min
Designation Class mm Max Min Max Min Tol Max —For Reference—
M65 x 1.5 4g6g 0.032 64.968 64,732 63.994 63.894 0.100 63.344 62,970
M70 x 1,5 6g 0.032 69.968 69.732 68,994 68.834 0.160 68.344 67.910
M70 X 1.5 4g6g 0.032 69.968 69.732 68.994 68,894 0,100 68.344 67.970
M72 X 6 6g 0.080 71.920 71.320 68.023 67.743 0.280 65.425 64.047
M72 X 6 4g6g 0,080 71,920 71.320 68.023 67.843 0.180 65.425 64.147
M72 X 2 6g 0.038 71.962 71,682 70.663 70.483 0.180 69.797 69.251
M72 X 2 4g6g 0.038 71.962 71.682 70,663 70.551 0.112 69.797 69.319
M75 X 1.5 6g 0.032 74.968 74.732 73.994 73,834 0.160 73.344 72.910
M75 x 1.5 4g6g 0.032 74.968 74.732 73.994 73.894 0.100 73,344 72.970
M80 X 6 6g 0.080 79.920 79.320 76.023 75.743 0.280 73.425 72.047
M80 X 6 4g6g 0.080 79.920 79,320 76.023 75.843 0.180 73.425 72.147
M80 X 2 6g 0.038 79.962 79.682 78,663 78.483 0.180 77.797 77,251
M80 x 2 0.038 79.962 79.682 78.663 78,551 0.112 77,797 77.319
M80 x 1.5 6g 0.032 79.968 79.732 78.994 78.834 0.160 78.344 77.910
M80 x 1.5 4g6g 0.032 79,968 79.732 78.994 78.894 0.100 78.344 77.970
M85 X 2 6g 0.038 84.962 84.682 83.663 83.483 0.180 82.797 82.251
M85 X 2 4g6g 0.038 84.962 84.682 83,663 83.551 0.112 82.797 82.319
M90 X 6 6g 0.080 89.920 89.320 86.023 85,743 0.280 83.425 82.047
M90 X 6 4g6g 0,080 89.920 89.320 86.023 85.843 0.180 83.425 82.147
M90 X 2 6g 0.038 89.962 89.682 88.663 88.483 0.180 87.797 87.251
M90 X 2 4g6g 0.038 89.962 89,682 88.663 88.551 0.112 87.797 87.319
M95 X 2 6g 0.038 94.962 94.682 93.663 93.473 0,190 92.797 92.241
M95 x 2 4g6g 0.038 94.962 94.682 93.663 93,545 0.118 92,797 92.313
M1OO X 6 6g 0,080 99.920 99.320 96.023 95.723 0.300 93.425 92.027
M1OOX6 4g6g 0.080 99.920 99.320 96.023 95.833 0.190 93.425 92.137
M1OO X 2 6g 0.038 99.962 99.682 98,663 98.473 0.190 97,797 97,241
M1OO X 2 4g6g 0.038 99.962 99.682 98.663 98.545 0,118 97.797 97.313
MI05 X 2 6g 0.038 104.962 104.682 103.663 103.473 0.190 102.797 102.241
M105 X 2 4g6g 0,038 104.962 104.682 103.663 103.545 0.118 102.797 102.313
M110x2 6g 0.038 109.962 109.682 108.663 108.473 0.190 107.797 107.241
MI1OX2 4g6g 0.038 109.962 109.682 108,663 108.545 0.118 107.797 107.313
M120 X 2 6g 0.038 119.962 119.682 118.663 118.473 0.190 117.797 117.241
M120 X 2 4g6g 0.038 119.962 119.682 118.663 118.545 0.118 117.797 117.313
M130 X 2 6g 0.038 129,962 129.682 128.663 128.473 0.190 127.797 127.241
M130 X 2 4g6g 0.038 129.962 129,682 128.663 [28.545 0.118 127.797 127,313
M140 X 2 6g 0.038 139.962 139.682 138,663 138.473 0.190 137.797 137.241
M140x 2 4g6g 0.038 139.962 139.682 [38.663 [38.545 0.118 137,797 137.313
M150 X 2 6g 0,038 149.962 149.682 148.663 [48.473 0.190 147.797 147.241
M150 X 2 4g6g 0.038 149.962 149.682 148.663 148.545 0.118 147.797 147.313
M160 x 3 6g 0.048 159.952 159.577 158,003 !57.779 0.224 156.704 155,931
M160X 3 4g6g 0.048 159.952 159.577 158.003 157,863 0,140 156.704 156.015
M170 X 3 6g 0.048 169.952 169.577 168.003 167.779 0.224 166.704 165.931
M170 X 3 4g6g 0,048 169.952 169.577 168.033 167.863 0.140 166.704 166.015
M180 x 3 6g 0.048 179.952 179,577 178.003 177.779 0.224 176.704 175.931
M180x3 4g6g 0.048 179.952 179.577 178.003 177.863 0.140 176.704 176.015
M190 X 3 6g 0.048 189.952 189.577 188.003 187.753 0.250 186,704 185.905
M190 X 3 4g6g 0,048 189.952 189.577 188.003 187.843 0.160 1S6.704 185.995
M200 X 3 6g 0.048 199.952 199.577 198.003 197.753 0.250 196.704 195.905
M200 X 3 4g6g 0.048 199.952 199.577 198,003 197.843 0,160 196.704 195.995
a The value fores is absolute value.
b Forscrew threads atmaximum limits oftolerance position h,addtheahsolute value estothe maximum diameters required. For maximum
major diameter, this is the basic thread size also listed in Table 12-22as minimum major diameter (DM,N);for maximum minor diameter this is
thesame as Table 12-22 minimum minor diameter (Dl M[~).
c Dimension used in the design of tools, etc. In dimensioning external threads, it is not normally specified. Generally, minor diameter
acceptance is based upon maximum material condition gaging.
d Special thread for sparkplugs only.
12-47
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
SINGLE-POINT THREADING
THREAD MANUFACTURING
Threads are produced on workplaces by a number of increments of infeed per pass, which may be either unvarying or
different tools and processes. Tools used are single-point tools, diminishing in nature. Spindle speed, number of passes and
chasers, taps, or dies. Processes employed include turning, infeed increments are quickly determined and set by simple dial
boring, milling, grinding, or rolling. The method selected adjustments or gear selections.
depends primarily upon the workpiece size, shape, and material; The machine design is such that virtually any thread may be
whether internal or external threads are to be cut; equipment cut, right or left-hand, straight or taper, internal or external,
available; and the required production rate, accuracy, and single or multiple-start. Tooling costs are low compared to
surface finish. those of thread milling, grinding, and die-head threading, since
it is only necessary to produce the thread form on a single-point
SINGLE-POINT THREADING tool bit or insert. With suitable attachments, secondary
Many threads are produced on both external and internal operations such as turning, boring, and facing may be
surfaces of workplaces with single-point tools using a wide incorporated. Ease of setup, low initial tooling costs, and
variety of machines. The tool moves longitudinally in constant inherent speed and accuracy make the application of this
relation to rotation of the workpiece, thus determining the lead threading method practical both for jobbing runs and for
of the thread. To cut right-hand threads, the tool is moved from sustained high production.
right to left; for left-hand threads, the tool must be moved from Recommended practice is to feed the tool straight into the
left to right. External threads can be cut with the workpiece workpiece, i.e., perpendicular to the workpiece axis, thus
mounted either between centers or held in a chuck; internal providing an even, equal, and sufficient chip load on both sides
thread cutting requires that the workpiece be held in a chuck, of the threading-tool form. The chip formation, as shown in
collet, or fixture. Threads are produced by taking a series of cuts Fig. 12-18, consists of a single chip whose cross section
until desired thread depth is reached. approximates that of the thread form. Tool wear and tool life
are similar to those of other single-point tool applications.
Machines Used
Single-point threading for low to medium volume production
requirements is often done on engine, bench, toolroom, and Feed
some turret lathes, as discussed in Chapter 8, “Turning and
Boring. ” Boring machines are frequently used to cut internal
threads. CNC lathes and turning machines, also discussed in
Recoii Penetration
Chapter 8, are employed for faster and higher volume threading.
Single-point threading is also done on many of the machines
described in Chapter 15, “Multifunction Machines. ” E=s
Semiautomatic high-speed threading lathes are designed to
utilize carbide or ceramic tools. Operating in the range of 300 I t\ )
I
sfm (91 m/ rein) or more, they produce threads of high-quality
surface finish on all machinable materials, including those steels
I Return I
which, because of alloy constituents and,/ or hardness, do not
readily lend themselves to HSS tools.
I
I
Fig. 12-17 Schematic sequence of operation for a semiautomatic
I
I
12-48
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
SINGLE-POINT THREADING
12-49
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
SINGLE-POINT THREADING
TABLE 12-24
Suggested Geometries for HSS Single-Point Tools to Cut Threads in Various Materials
12-50
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
SINGLE-POINT THREADING
I* Dlredon of need
1 -----
#
(a)
(b)
—
Dtrect,on of feed r—— ——————___,x-
*
::.% — — – ——— —— —_&
Lead topping
E:::g
(c)
Fig. 12-20 Single-point threading tools (a) various inserts, (b) an indexable insert, and (c) insert and bar. ( Va/enite Div., Vakron Corp. )
12-51
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTE RI 2
SINGLE-POINT THREADING
TABLE 12-25
Helix Angles for Single-Point Turning of Threads Having Different Diameters and Threads per Inch
Pitch
Diameter, Threads per Inch
in. 36 32 28 26 24 22 20 18 16 14 13 12 11 1/2 11
3/16 Zo.s$)f 30-24’ 30-57t b“-l$)t 40-44’ 50-14 50-52’ 60 -40t 70_43’ -— --- --- --- ---
1/4 2°-11’ 20-29f 20-52P 30 _71 30-24’ 3°-45’ 40-11’ 40-44’ 5°-26’ ff -22’ --- --- --- ---
5/16 ]0.43’ IO-57’ 20-15~ 2° -26! y _4(3’ 2° -56? 3°-15’ 30 -40~ 40-111 4°-53’ 5°-20’ --- —- ---
3/8 1°-25.’ 10-3f7 1o-51I 2°-00’ ‘20-11’ 2°-24 2°-40’ y -59~ 30-24’ 30-57’ 40-]9’ 40-441 -— ---
7/16 I“-Ii’ IO-22’ 10-34~ 1°-42’ 10_51~ 2°-2’ 20-15f 20-31~
20-52f 30 -20~ 30-37’ 30-57~ --- 4°-22’
1/2 ]o_3~ lo-if’ 10-Zzf 1°-29’ ]0-3(j’ 1°-46’ 1O-57’ 20-]1’
20-29’ 20-521 3~-7’ 30-24~ --- 3°-45’
9/16 0°-56’ IO-3’ ]0_]2’ 1O-18’ IO-25’ lo-33f 10-43’ 10-55~
Zc’-ll’ 20-31f 20-44’ 20-59’ --- 3°-17’
5/8 0°-50’ oo-57t ]0-5f ]0-10” 1°-16’ 10-23f 1°-32’ 10-43~
1“-57’ 20_15f 20-26’ 2°-40’ --- 2c’-56~
3/4 0°-42’ 00-47’ 0°-54’ 0°_58t 10-3~ 1°-9’ 1O-16’ 10_25f l’J-3fj’ 10-5]f 20-00” 2°-11’ 20-17’ 2°-24’
7/8 0°-35’ 00-40” 00-46’ oo-5oz 0°-54’ oo-59r ]0-5f lo-lz~ IO-22’ 10-341 1°-42’ 1o-5]J 1’3-56’ 20 -y
1 0°-31’ oO-35’ 00-40” 0°-43’ 00-47’ 0°-51’ oo-57’ 1°-3’ 1“-11’ 10-22’ 1°-29’ ]O_36r 10-41’ 10-46)
1 1/8 0°-27’ (30-31’ t30-35~ oO-38f 00-42’ 0°-45’ 00-50f 00-56’ 1o-3’ lo-lz~ 1°-18’ 1o-25’ 1°-29’ ]0-331
1 1/4 0°-25’ oO-28’ 00-32’ 00-34’ 00-37’ oo-41f 00-45’ t30-50J (p -57’ 10-51 10.10’ lo-16f 10-20’ 10-23~
1 3/8 00-22T 00-251 00-29’ 00-31’ fP -34’ oO-37’ 00-411 0°-45’ 0°-51’ 00 _59~ 10_~ 10-91 1“-12’ 10-]6~
1 1/2 0°-21’ oo-23’ 00 -Zfj’ 0°-29’ 00-31J 00-34’ @ -37’ 0°-42’ (-)0-47’ 00_54t 0’3-58’ 1o-3I 10-6’ IO-9?
1 5/8 00-]9~ 00_21’ 00-24’ 00-26’ 00-291 (30-31’ 00-34’ oO-38~ 00-43” 0°-49’ 00_53’ oo-58’ 1o-1’ 10-3’
1 3/4 0°-18’ 0“ -20’ 0°-23’ oo _24~ 0°-26’ 0°-29’ 0°-32’ oo-35f 00-40” 0°-46’ 00-49’ (-y-54f 00-56’ 0“-59’
1 7/8 0°-16’ oo_]8r 00-21” 0°-23’ V-25’ oo -27f oo-30’ oo-33’ 00-’j7’ 0°-43’ 0°-46’ 00-50” 0°-52’ f)O-55~
2 00_15f 0°-17’ 00 _20~ Oo-zlf 0°-23’ ocI-25~ 0°-28’ oo-31’ 00-35’ 0Q-40~ 00-43” 00 -47~ 0°-49’ 00-51~
2 1/4 .— oo-]5J oO-18’ oo_19f W-21’ 00-22, 00_25P oo_27, oo-31f 0°-35’ (3°-38’ 0°-42’ 00-43 ‘ 00-45’
2 1/2 --- --- 00-]6’ oo-17F 00_18° 00+,(y 0°-22’ oo-25J 00-28” 00-321 00-34 fy -37/ 00-39’ 0°-41’
2 3/4 --- --- --- 0°-15’ 00-17’ oO-]8’ 00 _20° 00 -22! 0°-25’ 00-291 00-311 oc’-34t oo-35’ 00 -37f
3 --- --- --- --- oo-15’ oo-17’ oO-18’ 00-zlf 00-231 00 -26? 0°-29’ 00-31, 00-32’ 00-34’
3 1/4 --- —- --- --- 00-14” oo-15’ 0°-17’ oo-]9~ Oo-zl’ 00-241 00-Z(j’ 0°-29’ 00-30’ 0°-31’
3 1/2 --- -— --- --- --- oo-14f oO_16’ 0°-18’ 00-20” 0°-23’ 00-24’ 0C’-26~ 00-28’ oO-29f
3 3/4 --- --- --- --- --- --- 09-]5’ oo-16’ oo_18° Oo-zlf 00-23’ 00-25t oo-26’ oO-27~
4 -- --- --- --- --- ___ --- oo_15f 00-]7” 00 -2(3J f)0_21’ 00-23~ 00-24’ ocI-25~
(H. E. S. Machine Tool, Inc.)
12-52
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
SINGLE-POINT THREADING
Tool block
(a)
~ Hel!x
ongle
/’
(b)
Fig. 12-22 Front view of threading tool ground to required helix angle
and set up for producing right-hand external threads. Surfaces A and B
must be parallel for correct clamping. (H. E.S. Machine Tool, fnc. )
A
R
l\
Threading speeds. Cutting speeds used for threading depend ~ ,A. \,
.1 /
primarily upon workpiece hardness, The speeds are usually ,\)
‘h (l/
about 2570 lower than those for turning operations (see Chapter )A(”
8, “Turning and Boring”) because the sharp, pointed nose of the ‘) f\ (’,’/
\) /*,(
tool can be easily deformed by the heat and forces of cutting. .Nlt.,ftt
Table 12-26 presents some suggested starting speeds for
threading when 60° carbide single-point tools are used. For
small diameters, the surface speed may have to be reduced to
stay below a practical rpm range. Reducing the cutting speed
may also be necessary to minimize the cost per part threaded or
to control deformation of the cutting edge. When Ieadscrew
reverse is used, threading should be done below 340 rpm. Some
(c)
threading with ceramic tools is being done at speeds in excess of
5000 sfm (1524 m/min). Fig. 12-23 Three methods of cutting vee or modified vee threads with
Feed rates. The longitudinal feed rates for threading are inserts: (a) compound feed, (b) plunge feed, and (c) incremental feed.
generally about ten times as high as normal turning rates. To (Carboloy S~stems Dept., General Electric Co. )
produce accurate threads, the feed per revolution must be equal
to the lead of the thread (the distance the thread advances for should be multiplied by a factor of 1.4. For particularly tough
one revolution of the threaded assembly). On normal single materials, such as high-temperature alloys, the number of
threads, the lead of the thread is equal to its pitch (the distance passes should be increased by two or three. To produce class 3
from a point on one thread to the corresponding point on the threads, two or three finish passes should be added. For heavy
next thread). On multiple-start threads, the lead is equal to the threads, it is advisable to rough form the root and then finish the
number of thread starts times the pitch of one thread. thread form with a second tool.
Number of passes. The number of passes to be made in Depths of cut. The depth of cut per pass in threading is
threading depends upon the hardness of the workpiece material critical because doubling the depth of cut on a given pass
and the class of thread required. Table 12-27 gives the increases metal removal rate up to four times. Even if the depth
recommended number of passes required to rough threads of of cut remains constant on several consecutive passes, the metal
various pitches and is applicable to most common steels, cast removal rate can still be up to three times higher on each
irons, and nonferrous metals. For heat-treated steels, the values successive pass.
12-53
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
SINGLE-POINT THREADING
TABLE 12-27
Suggested Processing for Threading with 60° Single-Point Carbide Tools
Depth of cut is largely determined by the number of passes the work; time is also saved and tool life is lengthened
used to rough out the thread and is indicated by the infeed appreciably because the individual sets of chasers (cutters)
values in Table 12-27. The depth of cut, however, should not be are readily adjustable for pitch diameter and may be reground
equal for each pass. Each successive pass engages a larger or replaced when dulled or worn. The quality of thread is
portion of the cutting edge than the preceding pass; the depth of improved, since limits may be more closely maintained and,
cut should be reduced each pass to compensate for this. because the necessity for backtracking is eliminated, there is less
Cutting fluids. The use of a cutting fluid is recommended for danger of damage to threads in copper and other soft materials,
practically all threading operations. This helps control both particularly with fine-pitch threads.
edge deformation and built-up edges. For some applications,
especially when threading stainless steels, a cutting oil is Thread Chasing Applications
preferable for increased lubricity. Nonrotating types of self-opening die heads and collapsible
taps are used when the tool is held stationary and the work is
THREAD CHASING rotated. Applications of each type are found on bolt threading
Chasing is a widely used, high-production method of and special threading machines, hand and automatic screw
producing uniform helical threads on external or internal machines, engine and turret lathes, and various types of drilling
surfaces of workplaces. All common thread forms, including machines. Lathes are discussed in Chapter 8, “Turning and
close-tolerance straight or taper pipe threads, are produced Boring”; drilling machines in Chapter 9, “Drilling, Reaming
by chasing. and Related Processes”; and automatic screw machines in
Chapter 15, “Multifunction Machines. ”
Process Fundamentals
Self-opening die heads and collapsible taps are assembled Threading Machines
tools incorporating clusters of multipoint, inserted cutting Universal threading machines, such as the one shown in Fig.
components called chasers. The cutting edges are not integral 12-24, can be furnished with one or more spindles. Either
with the tool body, as is the case with solid dies and taps straight or tapered threads may be cut on bolts, studs, pipes,
discussed later in this chapter. and fittings by means of die heads and chasers. For each spindle
The tools continually cut while traversing the length of the a separate work-carrying slide is provided and can be furnished
thread, parallel to the axis of the workpiece. Traverse rate of the with or without Ieadscrew control. Without a leadscrew, the
tool is governed by the lead of the thread required. When a generation of the lead of the thread is dependent upon the nut
thread is completed, the individual cutting components are action of the chasers on the work.
automatically pulled clear of the workpiece, thus permitting The first threads that are formed, before the chaser has
withdrawal of the tool head without the need for reversing advanced far enough on the work to develop a nut action, may
the spindle. be incorrect in lead. Equally good threads, however, can be cut
without a leadscrew, provided they have a proper start. When
Advantages of Chasing fully advanced on the work, the lead is dependent upon the helix
Since self-opening mechanisms are used in chasing, time is angle of the thread on the chasers, the drag of the slide, and
saved because it is not necessary to backtrack the tool to clear other factors.
12-54
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
\ Independent
rncromeler
odlustment
e \ ~& $%:cmd
% CIOSIPGhead
R
, s,ne bar for
pr,v,amg
12-55
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
Die heads are designed for a variety of applications. They are turret-machine or single-spindle automatic work when the
selected onthebasis of thejobto bedoneand the machine on thread is not too short. Roughing and finishing attachments are
which they will be used. AH self-opening die heads must frequently furnished for heavy threading.
position the chaser properly for correct cutting action and open In operation, this head opens after its forward travel has been
automatically out of the thread, thus permitting thedie to be stopped; the slightly continued cutting action of the chasers
retracted rapidly from the work. advances the front or body part of the tool an amount sufficient
Selection of the die head style and size depends upon whether to release the locking mechanism, allowing the chasers to be
the die head is stationary or revolves, as well as upon the withdrawn from the work.
manner in which it is opened or closed. Die head size is selected lnternal trip heads. The opening action of this type of
by size and clearances on the machine on which the head is to be stationary die head (Fig. 12-27, view b), is effected by the work
used, and bythesize of threads to be cut. contacting an internal adjustable stop which is set to produce
A small head is more suitable for cutting relatively fine the required length of thread. It is desirable in cases in which the
pitches on short threads because it is light in weight and adjusts work to be threaded varies in length, such as in pipe threads, yet
itself readily to slight misalignment. Coarse threads, long regardless of this condition, the thread length must be accurately
threads, and tough materials require large-capacity die heads if maintained.
they can be used on the machine. Die heads are not standard Outside trip heads. This die head (Fig. 12-27, view c), is
with respect to size; each manufacturer has standard sizes, intended for short-length threads, especially those of fine pitch.
Stationary die heads. These are self-opening dic heads which It is constructed to reduce the stress on the threads when the
are particularly well suited for hand-operated turret machines, head is tripping.
single-spindle automatics, orother similar applications where Stationary taper die heads. The chasers in a taper die head
the die head does not rotate. A closing handle or other means is gradually recede as they advance while cutting the thread.
provided for resetting the tool. When the desired length has been threaded, the head opens
Pull-off trip heads. This type of stationary die head (see Fig. automatically, releasing the chasers from the work. A closing
12-27, view a)is especially well suited for the general run of handle or equivalent means is provided for resetting the tool.
(7_
Closing
handle
Threcdng
chose[s
Internal tnp — 1
I I---pdph.d..d
Thts unit moves forward
(b)
(a)
—
1 Internal
trip
[c)
r lg. l.1-,! r Stationary ale neaas: (a) pull-oIt trip, (0) internal trip, (c) outsise trip, and (d) taper-type with internal and outside trip.
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
This method eliminates the objectionable stop lines that are Taper die heads. The chasers in a rotary taper die head
sometimes left on the work, indicating where the chasers stop gradually recede while cutting the thread. When the desired
cutting when the head opens. Taper threads can be cut with length has been cut, they are automatically withdrawn from the
conventional die heads using taper chasers; however, the length work. A closing yoke or equivalent means is provided for
of thread is limited by the length of the chasers, and there is also tripping as well as resetting the tool. This method eliminates the
the possibility that stop lines will be left on the work. This objectionable stop lines that are sometimes left on the work,
method also requires considerably more power. indicating where the chasers stop cutting when the head opens.
Stationary taper die heads are available with internal and Taper threads can be cut with conventional die heads using
outside trips (see Fig. 12-27, view d). The taper action of taper chasers; however, the length of thread is limited by the
internal trip tools becomes effective when the work contacts an number of threads on the chasers, and there is also the
internal adjustable stop which permits the chasers to recede possibility of stop lines being left on the work. This method also
gradually as the thread is being cut. When the desired length has requires considerably more power. When reverse taper
been produced, the chasers automatically withdraw from the threading is being done, the chasers start cutting at the large end
work. The taper action with outside trip takes place when an of the work and gradually converge while advancing toward the
outwardly extending pin contacts a stop on the machine, per- small end.
mitting the chasers to recede gradually as the thread is being cut. Solid adjustable die heads. The chasers of solid adjustable die
Rotary die heads. These heads are designed for use on heads do not automatically withdraw from the work at the
multiple-spindle automatics, drilling machines, and regular conclusion of the threading operation. They can be easily
threading machines, as well as for machines on which it is removed for resharpening and accurately adjusted for size,
necessary to open andclosethe die head automatically. giving this tool a definite advantage over solid dies.
Flange trip. This type of rotary die head (see Fig. 12-28, view Solid adjustable die heads are used on multiple-spindle
a) is tripped and reset by means of a yoke operating in an outer automatic screw machines and other similar applications for
groove of the die head. When the spindle carrying the die head which tool space is limited and self-opening die heads cannot be
advances and the forward motion of the yoke is stopped, the used. Means must be provided on the machine for reversing the
head opens. When the spindle returns and the yoke is again die head or for reducing the spindle speed of the die head with
stopped, the head is closed. respect to the workpiece. The type of shank varies with the
Infernal trip. Although this type of die head (Fig. 12-28, view application.
b) is closed by a yoke, the opening action is effected by the work Special die heads. Included in this group are modifications of
contacting an internal adjustable stop which is set to produce standard tools frequently designed to meet a wide variety of
the required length of thread. It is particularly desirable in cases special requirements. Guide bushings are sometimes added to
in which the work to be threaded varies in length, such as pipe the face of die heads (see Fig. 12-29, view a) to guide the work
threads, yet regardless of this condition, accurate thread length and ensure concentricity of the thread. In other cases, they are
must be maintained. inserted in the bore of the head (Fig. 12-29, view b) when
concentricity must be held with a previously turned portion
ahead of the thread. Pilots (Fig. 12-29, view c) serve the same
Operating yoke purpose as guide bushings when threading must be accurate
with resDect to a finished hole in the work. A tau or reamer can
be used ‘in the same manner to combine two o~erations.
Guide or
( pilot bushing
91 1
1-
(0)
Pilot, reomer
or top
1 &
(b) [c)
[b) .
Fig. 12-29 Special die heads: (a) with an external bushing, (b) with an
Fig. 12-28 Rotary die heads: (a) flange trip and (b) internal trip. internal bushing, and (c) with a pilot or auxiliary tool.
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
Die head chasers. Three types of chasers are in use: tangent, Inser[cd radial chasers. These are blade-type chasers (Fig.
circular, and radial. Radial chasers may be of the inserted type 12-30, view e) that are locked in the die head carriers. They are
or one-piece and maybe either milled, bobbed, or ground. Each used to advantage on short-run jobs because of low initial cost,
style of chaser has certain characteristics, the value of which is wide threading ranges, and minimum downtime when a change
determined by the job to be accomplished. must be made from one diameter/pitch combination to another.
Tangent chasers. These chasers (see Fig, 12-30, view a) are They are also used on long-runjobs where chasers tend to wear
flat-type blades threaded on one side and mounted in holders so rapidly or where machine idle time is expensive, since dull
that this side, at its inner end, contacts the work tangentially to chasers can be replaced rapidly. Some radial chasers, however,
form the cutting edge. These chasers are resharpened on the end can be replaced just as quickly.
only. The chamfer angle remains constant throughout the life of Rake anglesjor chasers. Suggested rake angles for different
the chaser, oritmay bedecreased at anytime. types of chasers used to thread various materials are presented
There are two types of tangent chasers: one has the helix in Table 12-28.
angle incorporated in the chaser; the other has straight threads Chaser chamfer angles. Chasers are made with different
ground initsface, and theproper helix angle is obtained by chamfer angles to provide close-to-shoulder threading. As the
tipping the chaser in the die head. The type used depends upon chamfer angle decreases, the chip decreases, the stress on the
the make of die head. Tangential chasers for cutting metric chaser cutting edge is less, and chaser life is usually better.
threads can be supplied for use with most standard die heads. Because threads must sometimes be formed close to shoulders,
When standard holders are not suitable, metric holders can be increased throat angles must be used (see Fig. 12-3 1).
supplied. Tangent chasers are often used for applications in Many difficulties in die threading are due to one of two
which a high degree of accuracy is required. factors:
Circzdar chasers. Circular chasers (Fig. 12-30, view b) havea
1. An engineer has designed the part with a narrow neck or
single flute which provides the cutting edge and also the
specified a full thread close to a shoulder, apparently
necessary chip space. These chasers are mounted in holders and
without any thought as to how the chasers could be
resharpened on the cutting face only. The chamfer angle
expected to produce a good thread.
remains constant throughout the life of the chaser, or the
2. In some cases, there are no restrictions on the chamfer
chamfer angle may be decreased at any time.
but the user orders chasers with a shorter chamfer than
Milled-type radial chasers. Milled-type radial chasers (Fig.
necessary, not realizing that, if the chamfer or throat were
12-30, view c) fit into chaser slots machined in the body of the
lengthened, it would permit more cutting teeth and the
chaser head. Chasers of this description have the threaded end
chasers would produce many more threads of better
formed with a positive rake angle. They are furnished with
quality.
either cut or ground threads and are usually resharpened on the
chamfer. Occasionally they are lightly reground on the cutting To produce high-quality threads at the lowest tool cost,
face. The helix angle is incorporated in the chaser. allowance for a suitable chamfer is of utmost importance.
Hobbed-type radial chasers. These chasers (Fig. 12-30, view Designers should use Table 12-29 to establish suitable neck
d) have the threaded end formed concave as produced bya hob widths. Tool engineers should use the table to determine the
or tap. Thegeneral practicers to sharpen these chasers on the longest chamfer (smallest angle) that can safely be used and to
cutting face, Occasionally they are lightly ground on the specify the distance below the root, allowing for oversize stock
chamfer. Thehelix angle is incorporated in the chaser. and eccentricity. Similar data for metric threads is presented in
Table 12-30.
cut
foc
refer
(al (b)
Distance
below root
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
TABLE 12-28
Suggested Rake Angles for Different Types of Chasers Used to Thread Various Materials
Citx
Rake
iardness, Angle, Angle, Angle, Angle, Angle, Angle,
Material Bhn deg deg deg deg deg deg
Free-Machining Carbon Steels—wrought; Carbon 100-330 20 1 1/2 I 15-25 I 10-15 I 10-15 I 5-10
Steels—wrought and cast; Free-Machining Alloy 85-225 20 1 1/2 25-35 8-15 8-15 5-1o
Steels—wrought; Alloy Steels—wrought and cast;
High-Strength Steels—wrought; Maraging 225-330 20 1 1/2 18-22 5-7 5-7 0-5
Steels—wrought; Tool Steels—wrought; Nitriding
Steels—wrought; Armor Plate—wrought;
Structural Steels—wrought
Free-Machining Stainless Steels—wrought 135-330 15-25 I 1/2 10-20 7-10 7-1o 5-1o
Stainless Steels, Ferritic—wrought and cast 135-185 20-25 1 1/2 20-28 10-15 10-12 5-1o
Stainless Steels, Austenitic—wrought and cast 135-275 25-30 1 1/2 15-20 IO-12 10-15 5-1o
Stainless Steels, Martensitic-wrought and cast 135-200 15-20 1 1/2 20-28 10-12 7-1o 5-1o
200-325 15-20 1 l/2 15-20 1O-I2 7-1o 5-1o
Gray Cast Irons; I 10-330 10 2 15-25 0-5 0-5 0-5
Compacted Graphite Cast Irons
Ductile and Malleable Cast Irons 110-330 10 1 1/2 18 7-1o 7-1o 5-10
Aluminum Alloys—wrought and cast 30-150
(500 kg) 20-25 2 20-35 I 15-25 15-25 10-15
Magnesium Alloys—wrought and cast 40-90 I I I
(500 kg) 20-25
Titanium Alloys—wrought and cast 110-340 5-20
Copper Alloys—wrought and cast* Group I 40-200 +=@@+=
(500 kg) -5 to 5 0 I Oto-lo IOto-lol 0-10 I o-5
PGroup 3
40-200
(500 kg)
40-200
10-20 1-2 I 20-25
I
I 0-10
I
I 0-10 I O-5
Zinc Alloys—cast
Thermoplastics
Source: Machining Dafa Handbook,
230-320
80-100
5-15
15-20
5-1o
1980 (Reprinted by permission of the Machinability
* See Table 7-4 for copper alloy groups.
%EEE Data Center, Metcut Research Associates, Inc.)
When standard chamfers are requested, one chaser manu- require cutting a full thread close to a shoulder or into a narrow
facturer furnishes the chasers with chamfer angles ground to neck, thus making it necessary to use a shorter chamfer (greater
25° for32 to 13 pitch, 30° for 12to 8 pitch, and 15° for7to41/2 angle) that would be recommended for best tool life and quality
pitch. By actual experience with such chasers on a specific of thread.
material or hardness of material, it maybe found that the results If the length of chamfer permits chamfering an amount equal
can be improved by lengthening the chamfer. The quality of to one thread on the chaser and there are four chasers used in
finish of a thread generally cannot be improved by increasing the die head, each chamfered tooth must remove a chip
the chamfer angle, which decreases the length of chamfer. equivalent in thickness to one fourth of the thread depth. If the
The term short chamfer applies when the specifications chamfer were lengthened to two threads, there would be eight
12-59
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTE R12
THREAD CHASING
TABLE 12-29
Chamfer Lengths for Chasers used to Produce Unified Inch Threads
teeth to do the cutting and the chip per tooth would be reduced chasers can be made very hard because the chip load is light
to one eighth of the thread depth. Lengthening the chamfer enough so that chipping of the chaser cutting edges does not
brings more cutting teeth into action, resulting in better finish occur. Chaser life between grinds is up to five times that of the
and Iowcr tool costs. chaser of 45° chamfer angle, and the finish is superior.
Because threads must sometimes be formed close to shoulders, Chasers having smaller chamfer angles of 10-12° can be used,
short-chamfer chasers must be used. Such chasers can be made but only in connection with Ieadscrews or other positive-lead
a little tougher to resist the strain caused by excessive chip feed. If used with spring or hand-started applications, they will
thickness. This reduces the tendency of the chasers to chip, but ruin too many threads when being started on the workpiece,
they also dull more rapidly. until the nut action of the chaser starts,
On the other hand, with a long chamfer angle of 15° the
12-60
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
c HAPT ER12
THREAD CHASING
Collapsing Taps Fully receding chaser-type taps are available to produce NPT
Collapsing taps are internal thread cutting tools in which the and similar forms when more exacting tolerance and quality
chasers automatically withdraw from the work at the completion standards must be met, or to cut the longer-length precision
of the thread, making reversal of the machine unnecessary. threads dictated by American Petroleum Institute (API)
These tools save the reversal time of solid taps. The chasers, standards. With these taps, the thread is produced by the throat
made in sets of three or more, can be easily removed for section and first full thread of the chaser, and the rate of taper
resharpening and can also be quickly and accurately adjusted to is realized through the use of a cam mechanism. Provision is
size. These taps, with suitable chasers, cuteither right or left- made to change the cam mechanism to produce different taper
hand threads, straight or tapered, in a range of diameters within rates. The full receding tap must be used with Ieadscrew or
the rated capacity of the tool. positive feed.
There arc two methods of producing taper threads with a All collapsible-type taps, including stationary and rotary
collapsible tap. Taps that are primarily intended for cutting taps, can be supplied for either nonrotating or revolving type
straight threads can be used to produce taper threads by applications.
employing appropriate chaser sets which have the rate of the Stationary taps. Stationary taps are collapsing taps which are
thread incorporated into the chasers. With this method, the particularly well suited for hand-operated machines or other
chasers cut across their full length and the thread is jam cut, applications where thetapdoes not rotate. Aclosing handle or
This generally restricts the taper thread which can be produced other means is provided for resetting the tool. The tap bodies
to the National Pipe Thread (NPT) form. are provided with either a hand trip or a trip plate. Taps
Fr-’
Below
root, mm (In.)
TABLE 12-30
Chamfer Lengths for Chasers Used to Produce Metric Threads
(continued)
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CHAPTER 12
THREAD CHASING
provided with a trip plate (see Fig. 12-32, view a) are adjustable operation. They can be easily removed for resharpening and
to govern the length of thread to be cut. Hand trips (Fig. 12-32, accurately adjusted for size, giving this tool a definite advantage
view b) are suitable when the construction of the workpiece is over solid taps.
such that it is desirable to both trip and reset the tap by hand. Solid adjustable taps ate used on multiple-spindle automatics,
They may also be used as a lever trip by having the closing automatic screw machines, and other similar applications
handle contact a stop on the machine. where tool space is limited and collapsing taps cannot be used.
Rotary taps. Rotary taps are designed for use on multiple- Means must be provided on the machine for reversing the tap or
spindle automatics and drilling machines or where it is necessary reducing the spindle speed with respect to the workpiece. The
to open and close the tap automatically. The taps are opened type of shank varies with the application. It is not uncommon to
automatically by either a plate trip or a sleeve trip. use solid adjustable taps for sizing purposes in cases in which,
Taps provided with a trip plate (see Fig. 12-33, view a) are for various reasons, it is desirable to finish a thread by hand.
adjustable to govern the length of thread to be cut. Resetting
requires a yoke arranged to contact the rear face of the movable Special Taps
outer sleeve of the tap. Tripping by a sleeve trip (Fig. 12-33, view Included in the special tap classification are modifications of
b) is particularly desirable for multiple-spindle automatics, standard tools which can be designed to meet a wide variety of
threading machines, and similar applications. Both tripping unusual requirements. Pilots in lengths to meet specific require-
and resetting are by means of a yoke operating in the groove of ments can be added to the front end of the tap in place of the
the outer sleeve of the tap. usual cap to ensure concentricity with previously bored holes.
Guides can be placed on the body of the tap behind the chasers
Solid Adjustable Taps for alignment with a previously finished hole in the work or a
The ~hasers of solid adjustable taps do not automatically guide bushing in the jig or fixture.
withdraw from the work at the conclusion of the threading Taps can also be provided with reamers. In some applications
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
Tap Chasers
Three types of tap chasers are in use: regular, overhanging,
and circular.
Closing handle
rThreadina @ Regular chasers. Regular chasers (see Fig. 12-34, view a) do
not extend through the front cap of the tap body and are fur-
nished when tapping is not close to a shoulder or bottom. They
can be resharpened on both the chamfer and the cutting face.
Overhanging chasers. Overhanging chasers (Fig. 12-34, view
b) extend through the front cap of the tap and are required for
bottoming and close-to-shoulder work. Practically all the
resharpening is done on the cutting face. Occasionally they are
lightly reground on the chamfer.
[0) Circular chasers. Circular chasers (Fig. 12-34, view c) have a
single flute which provides the cutting edge and also the
necessary chip space. These chasers are resharpened on the
cutting face only.
Metric threads. Both collapsible and solid adjustable taps can
be converted for use in metric threading operations by inserting
sets of metric chasers in existing taps that have the proper range
r—’——1 capability.
nq face
1
Chamfe
Cutting Chamfer
(b)
(o) (b)
Fig. 12-33 Rotary collapsible taps with: (a) plate trip and (b) sleeve
trip.
Cutting foce
the reamer is attached to the front end of the tap in place of the
cap; in other instances reamer blades are inserted between the Chamfer
chasers, which are collapsed during the reaming operation.
Taps arranged in this particular manner are not suitable for
heavy cuts.
For tapping two threads of the same pitch, but of different
diameters, it is sometimes possible to combine two solid (c)
adjustable taps in a tandem manner so that both threads can be ig. 12-34 Types of tap chasers: (a) regular, (b) overhanging, and (c)
tapped simultaneously. Ircular.
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
TABLE 12-31
Suggested Cutting Speeds for Chasing Threads in Various Materials*
An example of a successful application of carbide chasers is extrapolated to higher cutting speeds. Factors for applying the
as follows: A 3/4 —10thread, 3/4” Iongin SAE Xl 315 steel, run values to other materials are also given.
at 2000 rpm on a No. 5 ram-type turret lathe, required from Special cutting angles or short chamfers require more power.
11-14 hp (8.2-10.3 kW). The machine required 4 1/2 hp (3.4 kW) The values given in Table 12-32 are suitable for use in
to run the spindle idle at 2000 rpm. A total of 1I hp (8.2 kW) was calculating power requirements if used with a suitable factor of
required to cut threads with sharp chasers; power demand safety. It should be noted that the table does not mention
increased to 14 hp ( 10.4 kW) after the cutters were slightly dull. diameter because the diameter is included in the cutting speed.
Because of the high cutting speed, the time required to cut the The same pitch at the same cutting speed requires the same
thread was 0.3 s. amount of power. The number of chasers used for cutting a
In Table 12-32, the tangential-cut load for a 10-pitch thread is given pitch has some effect on the power requirements, but not
22 lb (32 11 N). By extending the values to the cutting speed of enough to be considered when the table is used. High tangential
393 sfm (120 m/min), a theoretical value of 8.6 hp (6.4 kW) k loads are encountered when coarse threads are cut and are
obtained. This, added to the 4.5 hp (3.4 kW) idle load, gives a higher when Acme threads of the same pitch are cut.
total of 13,1 hp (9.8 kW), which is close to the actual meter To resist the high torque involved, adequate provision for
reading. workholding must be made when parts are being chucked for
use in cutting coarse threads. Some chuck-jaw penetration of
Power Requirements for Thread Chasing the workpiece is needed to hold it, because friction alone is
Theoretical power requirements for self-opening die heads usually insufficient. A key or similar driving device on the
and collapsing taps vary directly with the volume of material workpiece can be used. On long work of high accuracy, long-
removed per unit of time and the cutting speed. They also vary travel threading machines should be used. When serrated chuck
for any given pitch, material hardness, chamfer angle, cutting jaws penetrate long threaded workplaces that must be regripped,
angle, and chaser dullness. the marks are sometimes objectionable, Also, there may be
Table 12-32 lists the net power required to cut Unified threads some lead error caused by regripping.
of various pitches at different cutting speeds in either cast iron
or cold-rolled steel. Allowances must be made for operating the Resharpening Chasers
machine, overcoming machine friction, etc. For practical The grinding of chasers varies with the chaser type: radial,
purposes, these values are straight-line values and may be circular, or tangential.
12-64
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
Radial chasers. The chamfer angle is generally the only because the helix angle is built into the holding block.
surface of a radial chaser that is ground during resharpening. Tangential chasers. Depending upon the type of threading
The chasers are ground in a fixture to ensure that the chamfer application, tangential chasers are ground with either a lip rake
angles are identical for all chasers in a set. Thread relief angles or straight rake angle. On tangential chasers without helix, each
cannot be changed by the tool user; and rake (hook) angles are chaser need only be ground an amount sufficient to remove the
usually not reground by the user, but they can sometimes be worn cutting edge. For tangential chasers with helix, the same
altered for specific applications. amount must bc ground from each chaser in a set to maintain
Circular chasers. The rake and face angles of circular chasers proper location of the thread start.
are ground during resharpening. Since the chamfer angles of
these chasers are continuous around their circumferences, these Troubleshooting in Chasing
surfaces are rarely reground. It is not necessary to grind a Occasional problems encountered in thread chasing, probable
uniform amount of stock from each circular chaser in a set causes, and possible solutions are presented in Table 12-33.
TABLE 12-32
Net Power Reauired for Cuttirw Threads in Cold-Rolled Steels and Cast Irons*
cutting SDeed. sfm (m/rein)
Pitch Tangential 45
(::) (5$ (H) (::) (~.!) ( 1~7) (1~2) ( 13.7) (1?2) ( 1?3) (2~3)
of Area Cut, Cut Load,
Thread in? (mml) lb (kN) Power Required, hp, (kW)
4 0.0203 4510 2.19 2.40 2.73 3,41 4.10 4.78 5.46 6.16 6.83 8.22 9.60
(13.097) (20) (1 .6) (1.8) (2.0) (2.5) (3.1) (3,6) (4. 1) (4.6) (5.1) (6.1) (7.2)
4.5 0.01603 3560 1.73 1.95 2.17 2.72 3.25 3.79 4.33 4.88 5.40 6.50 7.60
(10.3419) (15.8) (1.3) (1.5) (1.6) (2.0) (2.4) (2.8) (3.2) (3.6) (4.0) (4,8) (5.7)
5 0.01299 2890 1.40 1.58 I .75 2.19 2.63 3.07 3.51 3.96 4.38 5.26 6.14
(8.3806) (12.9) (1 .0) (1.2) (1.3) (1 .6) (2.0) (2,3) (2.6) (3.0) (3.3) (3.9) (4.6)
6 0.0090 I 2020 0,972 1.09 1.21 1.52 1.81 2.12 2.42 2,72 3.03 3.63 4,23
(5.8129) (9) (0.73) (0.8) (0.9) (1.1) (1,3) (1.6) (1.8) (2.0) (2.3) (2.7) (3.2)
7 0.00663 1470 0.717 0.805 0.894 1.12 1.34 1.57 1.79 2.01 2.24 2.68 3.13
(4.2774) (6.5) (0.53) (0.60) (0.67) (0.8) (1.0) (1,2) (1.3) (1.5) (1.7) (2.0) (2.3)
8 0.00507 1130 0.547 0.616 0,683 0.855 I.03 1.19 1.37 1,54 1.71 2.05 2,49
(3.2710) (5) (0.41) (0.46) (0.51) (0.64) (0,8) (0.9) (1 ,0) (1.1) (1.3) (1.5) (1.9)
9 0.00401 890 0.434 0.488 0.543 0.678 0.818 0.950 1.09 1.22 1.35 1.63 I.90
(2.5871) (4) (0.32) (0.36) (0.40) (0,51) (0.61) (0.71) (0,8) (0.9) (1 .0) (1.2) (1.4)
10 0.00325 722 0.350 0.394 0.437 0.546 0,656 0.766 0.878 0.98 1.09 1.31 1.53
(2.0968) (3.2) (0,26) (0.29) (0.33) (0.41) (0,49) (0.57) (0.65) (0.73) (0.8) (1.0) (1,1)
II 0.002682 596 0.290 0.326 0.362 0.452 0.543 0.633 0,728 0.816 0.905 I.09 1.27
( 1.73032) (2.65) (0.22) (0,24) (0.27) (0.34) (0.40) (0.47) (0.54) (0.61) (0,68) (0.8) (0.9)
12 0.002255 504 0.242 0.273 0.303 0.379 0.456 0.530 0.612 0,684 0.755 0.910 1.06
( 1.45484) (2.24) (0.18) (0.20) (0,23) (0.28) (0.34) (0.40) (0.46) (0.51) (0.56) (0.68) (0.8)
13 0.00192 427 0.207 0.232 0.259 0.324 0.388 0.454 0.517 0.584 0.650 0,745 0.870
(1.2387) (1,90) (0.15) (0,17) (0.19) (0.24) (0.29) (0.34) (0.39) (0.44) (0.48) (0.56) (0.65)
14 0.00166 368 0.180 0.201 0.224 0.279 0.355 0.391 0.446 0,502 0.561 0.672 0.784
(1.0710) (1.64) (0.13) (0.15) (0.17) (0.21) (0.26) (0.29) (0.33) (0.37) (0.42) (0.50) (0.58)
16 0.00127 282 0.136 0.154 0.171 0.214 0.257 0.299 0.342 0.385 0.427 0.513 0.599
(0.8194) (1.25) (o. 10) (0,11) (o. 13) (0.16) (0.19) (0.22) (0.26) (0.29) (0.32) (0.38) (0.45)
18 0.000999 222 0.108 0.121 0.134 0.168 0.202 0.235 0.279 0.303 0.336 0.403 0.470
(0.6445 I) (0.99) (0.08) (0.09) (0.10) (0.13) (0.15) (0.18) (0.21) (0.23) (0.25) (0.30) (0.35)
20 0.000813 180 0.088 0.099 0.110 0.138 0.165 0.193 0.220 0.248 0.275 0.330 0.385
(0.52452) (0.80) (0.07) (0.07) (0.08) (0.10) (0.12) (0.14) (0.16) (0.18) (0.21) (0.25) (0.29)
24 0.000562 125 0.061 0.068 0.076 0.094 0.113 0,132 0.151 0.170 0.189 0.227 0.265
(0,36258) (0.56) (0.05) (0.05) (0.06) (0.07) (0.08) (0.10) (0.11) (0.13) (0.14) (0.17) (0.20)
28 0.0004 I4 92 0,046 0.051 0.057 0.071 0085 0.099 0.103 0.128 0.143 0.170 0.198
(0.26710) (0.41) (0.03) (0.04) (0.04) (0.05) (0.06) (0.07) (0.08) (0.10) (0.11) (0,13) (o. 15)
32 0.0003 I7 70,5 0.035 0.039 0.043 0,054 0.065 0,076 0.086 0.098 0,108 0.130 0.152
(0,20452) (0.31) (0.03) (0.03) (0.03) (0.04) (0.05) (0.06) (0.06) (0,07) (0.08) (0.10) (0.11)
36 0.000250 55.5 0.028 0.031 0.034 0.043 0,052 0.061 0.069 0.078 0.086 0.103 0.120
(O.16129) (0.25) (0.02) (0.02) (0.03) (0.03) (0.04) (0.05) (0.05) (0.06) (0.06) (0.08) (0.09)
40 0.000203 0.022 0.025 0.028 0.035 0.041 0.049 0.055 0.063 0.069 0.083 0.097
(o. 13097) (04:0) (0.02) (0.02) (0.02) (0.03) (0.03) (0.04) (0.04) (0.05) (0.05) (0.06) (0.07)
* For cutting threads in other materials, multiply the power values given by the following factors:
1.3 for alloy steels, 1.7 for annealed HSS, and 2.3 for alloy steels having a hardness of RC30-32.
12-65
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
TABLE 12-33
Possible Problems, Probable Causes, and Suggested Solutions in Thread Chasing
Possible
Problems Probable Causes Possible Solutions
Rough threads Improper chaser setting Set chasers to gage position and adjust positions of all
chasers equally,
Incorrect chaser geometry Grind chasers to rake angle recommended for material to
be threaded; recommended angle may have to be varied
for best results. Make sure all throats of chasers have the
same angle.
Misalignment Check alignment of die head and machine components for
both angular and concentric agreement.
Improper starting pressure Adjust pressure to suit lead of thread to be cut.
Chips welding to cutting edges Change cutting fluid being used and/ or increase flow.
Increase length of chaser throat if permissible, especially
for coarse pitch threads. Increase rake angle on chasers
and grind cutting edges as smooth as possible.
Improper chaser seating Disassemble and clean holders and clamps. Remove any
burrs or nicks.
Chipped or dull chasers Regrind chasers.
Poor machinability of material Adjust operating parameters and chaser geometry to suit
being threaded material being threaded. Using chasers with roughing and
finishing throat often helps.
Excessive cutting speed Use recommended speed for workpiece material and
thread to be cut and adjust to suit conditions.
Out-of-roundness Chasers set too far back of center Advance all chasers of set gradually and equally until
condition disappears.
Lack of rigidity Increase rigidity of machine, die head, and workpiece.
Minimize overhang (extension) of die head and workpiece.
Make sure OD of workpiece is consistently uniform,
Incorrect chaser geometry Make sure all throats of chasers have the same angle. Grind
chasers to rake angle recommended for material to be
threaded.
Improper chaser seating Disassemble and clean holders and clamps. Remove any
burrs or nicks.
Chipped or dull chasers Regrind chasers.
Tapered threads Hard or abrasive workpiece material Use hardened chasers. Use chasers with more heel
clearance.
Misalignment Correct alignment between die head, machine, and
workpiece.
Worn tooling Inspect and adjust, recondition, or replace as necessary.
Improper chaser seating Disassemble and clean holders and clamps. Remove any
burrs or nicks.
Lead error Incorrect helix angle Use correct chaser holder for the thread series to be cut.
Improper chaser seating Disassemble and clean holders and clamps. Remove any
burrs or nicks.
12-66
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD CHASING
TABLE 12-33—Continued
Possible
Problems Probable Causes Possible Solutions
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CHAPTER 12
12-68
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CHAPTER 12
purpose. The greater the percentage, the more power required relation to its outside diameter, and the tap is weakened to such
to tap, the more difficult to hold size, and the greater the an extent that, if an attempt is made to tap 70-90~o depth of
amount of tap breakage, because more metal must be removed thread, the tap might break. On the larger sizes an entirely
in a given time. Many difficulties in tapping are direct results of different condition exists, since the amount of metal cut away
attempting to tap too great a percentage of thread. The two for the flute and thread provides sufficient core diameter so that
charts in F“ig. 12-36 indicate the strength of a tapped hole in the tap is capable of producing a large percentage of thread
relation to percentage of thread and the relation of torque without breaking.
required for tapping various percentages of thread. Problems in Definite limits for the minor diameters of tapped holes have
producing high percentages of thread in comparison to minor been set for both the UNC and the UNF series in ANSI
gains in strength are apparent. Standard B1. 1 and other standards, assuming a certain
Even the generally accepted 70-75% depth of thread is rather minimum length of engagement. For the most commonly used
difficult to produce with certain small-sized taps of the UNC classes of thread fit, 1B and 2B, the maximum minor diameter
standard, since the smaller taps in the coarse pitches have to corresponds to the percentage of thread height as given in Table
remove too great a percentage of metal in relation to their 12-34. For the closer fitting class 3B threads, the maximum
dimensions and strength. minor diameter is reduced to ensure a larger area of engagement.
As a general rule, the tougher the material, the lower should The thread height percentages in Table 12-34 provide ample
be the percentage of thread. It is difficult to tap even 60~ depth strength to ensure that a screw or bolt of the same material and
of thread into stainless steel, Monel, copper, and some of the hardness as the tapped part will break before stripping of
heat-treated alloy steels. Manufacturers who have studied this threads occurs when the length of engagement is 67% of
problem have reduced the percentage of thread in these nominal diameter or more.
materials, in many cases without sacrificing the usefulness of When the length of engagement is less than 67~0, the thread
the tapped hole. The minor diameter of the tapped hole should height percentage should be increased. With such shallow
fall within the limits specified for the class of thread required. tapped holes, there is less difficulty in tapping increased thread
If small-diameter taps of coarse pitches are closely examined, heights. When the length of engagement is more than 150% of
it can be found that, after the amount of metal removed to form nominal diameter, the hole is considered deep and the thread
the flute of the tap and the amount of metal removed to form the height percentage may be further reduced, thus easing the
thread are deducted, more than 50970of the total cross-sectional problem of tapping such holes without reducing the strength of
area of the tap has been cut away. This is one of the reasons why the threaded joint.
it is difficult to remove a greater percentage of thread in a Effect of tap diameter and pitch. The percentage of thread in
tapped hole. The core diameter of such a tap is very small in a tapped hole should be governed by, in order of importance,(1)
the diameter and pitch of the tap, (2) the hardness and
toughness of the material being tapped, (3) the depth of tapped
hole, and (4) the kind of hole, whether blind or through. As an
example, the factor of tap diameter and pitch would make it
difficult to tap a No. 8—32 thread in a hole in tool steel with
70% depth of thread, since a No, 8—32 thread has a small
diameter in proportion to its pitch. Yet, the same pitch on a 1/4”
tap would be entirely practical, since a 1/ 4—32 tap has
sufficient strength to tap even 10070 depth of thread. lt can
therefore be seen that the smaller the diameter and the coarser
the pitch of the tap, the lower the percentage of thread that
should be required. This is dependent upon the material, but in
no case should it ever exceed 83 1/3$10.
Effect of material hardness and toughness. The hardness and
toughness of the material to a great extent govern the amount of
% Thread
Strength of topped hole material that a tap is able to remove. Generally, the harder and
tougher the material, the lower the percentage of thread that
should be required. For example, on 3140 nickel-chromium
300 steel, it is difficult to tap 7090 depth of thread commercially; yet
on a high-grade free-cutting screw stock, it would be entirely
practical. There are many other tough metals, such as copper,
$ 200 Monel, nickel, bronze, and the various grades of alloy steels, in
~
g
m TABLE 12-34
g
~loo Thread Height Percentages for
2 Classes lB and 2B Thread Fits
8
Thread Size Thread Height, Y.
100 90 80 70 60 50 40
O/.Thread #o to #12 53 to 65
Torque requred for tapping 1/4 to 1/2” 64 to 66.5
]/2 to l“ 64 to 67
Fig. 12-36 Percentage of thread in relation to torque and strength. 1 to 2“ 66 to 71
(Snow Mamfacmrirrg Co, )
12-69
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
PERCENTAGE OF THREAD IN TAPPED HOLES
me’! -m r40 mQ
.xg
0 -.
or-
00
--
~rJ
--
cm
--
--
00 00 0’ 0 00
—
rlmmw)oa -? Omcommm :gglnln Mmo=rm Oor’lovrnm O-ae. lo
W07momo Qaermmtvo cO@=rr.l - M-oomco.a owe d-m
mmmmwca Cnosmmmmm =00=% 00003 ----000----- r-’i ----
-----
000000 00000,00 ----0 ------ ---
00000= Oooooco 60000 00000 0000000 000-0
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
PERCENTAGE OF THREAD IN TAPPED HOLES
mm
r-m
o-
qm
00
mm mm
0C$3 EZ -VI
l-or-)
-- -— v
?, d-m
--
00 05 00
Qmw Dm or-ammo oomoo.oo ~~=g 0000 Wooo Owo-oo or--o
Oo r-em W- 001--Q mr-.Q=ttimr- No l-m l-mmo mu-l+ r-,-m -mm
TrTfmmrl =rWv=rmm V-lmwrlrl=r=f aQQm
---- cow r-l- COcmmm Ooeoom c-4--
----- ----- ---- ---- ----- --- qejqm.wa- qqq
00-06 006000 00” 00000 0000” 0000” 00” 00” 000000 000
12-71
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CHAPTER 12
PERCENTAGE OF THREAD IN TAPPED HOLES
*
cow
mm
o-
? m.
u 00
——— ——— ———
—
—
E
E
—
—
U**+
z.
12-72
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TABLE 12-36
Recommended Tap Drill Sizes for Metric Threads
12-73
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
which it is difficult to tap a large percentage of thread. The percentage of thread, and probable drilled-hole size were
minimum percentage should be adopted whenever possible. investigated. The tests indicate that a probable oversize
Effect of tapped-hole depth. The depth of the tapped hole is condition ranging from about 0.001 5“ (0.038 mm) for a No.
the third important factor governing the percentage of thread. 0—80 tap hole to approximately 0.006” (O.15 mm) for a 1— 14
Calculations should be based on the length of engagement, i.e., tap hole results during drilling. Since a drill is primarily a
the length of contact between a screw and a tapped hole roughing tool, this condition might be expected; but accurate
measured axially; this length of engagement should equal the drills will cut closer to size. For very accurate tapped holes with
basic major diameter. It would be possible to tap greater the required percentage of thread, reaming the hole before
percentages of threads if the depth of the tapped holes were less tapping is recommended. This is generally unnecessary for
than their basic major diameter; therefore, the percentage of classes 1B and 2B thread fits.
thread should be reduced whenever the tapped hole exceeds the To assist those who have special thread diameter/pitch
basic major diameter. This is particularly true in tapping blind combinations, a table of thread elements (Table 12-37) is shown
holes, especially with the smaller taps and the coarser pitches with the amount to deduct from the OD of the tap for
where there is difficulty in finding room for the chips. percentages from 50 to 70 and for 10 to 80 threads per inch. This
With the proper percentage of thread, very little pressure is table is useful in calculating the size of holes for special taps.
required to start a tap. When too much pressure is applied in Example:
feeding or retracting, the tap lacks support in the thread and
cuts away each succeeding thread as the tap revolves. This quite To find the hole size for 1 1/ 8—32 thread screw giving 60%
frequently happens in automatic screw machines when the cams thread, follow the first column down to 32, then across to the
are not correct for the lead of the tap. Tension-type tap holders column for 60yo thread. This figure, 0.0243” (0.617 mm),
are recommended for cam feed tapping, with the cam designed when deducted from 1.125” (28.57 mm) gives 1.1007” (27.958
to have a lead slightly less than that of the tap. This gives the tap mm), which is the required diameter of the hole.
a positive start in the hole and allows it to establish its own lead. Table 12-38 is useful as a guide in determining the minimum
Tap-drill selection. A tap-drill chart with the most com- depth of a drilled hole for tapping. The minimum depth equals
mon sizes of taps used from No. O to 1” tap size is shown in the full thread depth plus the number of turns F’for each style
Table 12-35. Similar data for metric threads is presented in and size of tap. Holes of less depth will cause excessive tap
Table 12-36. breakage because the end of the tap will strike solid metal at the
In a study of tap-hole drilling, the effects of minor diameter, bottom of the hole. Deeper holes should be used, if possible.
TABLE 12-37
Table of Thread Elements for Variable Thread Percentages
12-74
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CHAPTER 12
es
drilled hole
depth
TABLE 12-38
Drilling Depths for Tapping*
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CHAPTER 12
l%-
Step leodscrew
have many features in common with tapping machines, more pulley and nut
u
accurate and greater production can generally be achieved by \
using machines designed specifically for tapping.
Reversing Safety
Tapping machines are designed for efficient and productive ..+O, \ clutch
tapping of workpieces, with controls that permit duplicating the
accuracy of the taps used. They are available in a wide variety of Control
buttons
configurations, with one or more spindles and in vertical,
Stroke
horizontal, and angular construction. Clutch-type reversing
control
mechanisms and/ or reversing motors are used on tapping
UIII and
machines, with or without Ieadscrews..
(ndle
Single-spindle vertical machines are the most common and
versatile, and are generally used for short to medium sized
production requirements. They can be manually controlled by
the operator or furnished with semiautomatic or fully Table
jack
automatic controls.
High-volume production requirements often justify the use
of single-purpose or special tapping machines. These machines
have characteristics particularly suited to the types of workplaces
being produced, such as nuts, fasteners, etc. They are often
provided with automatic feeders.
Leadscrew control ensures that taps cut accurate, good-
quality threads. Lead variations and side shaving of the thread Fig. 12-37 Vertical spindle tapping machine with reversing motor and
flanks are minimized. Welding of chips to the cutting edges and Ieadscrew control. ( The Cleve/andTapping Machine Co. )
tap breakage can also be controlled better. Leadscrew control is
often applied to larger tap sizes to assure quality threads, but clutches which may be simple spring-loaded devices or the more
can limit output when smaller taps are used. Machines with elaborate pneumatic or hydraulically controlled types. Special
other means of sensitive control are often used for maximum systems are available to stop the machine instantly if the tap
production when small holes are tapped. should fail to enter a proper hole or if no hole exists in the
The Ieadscrew-controlled, vertical-spindle tapping machine workpiece. Most vertical tapping machines, except light-duty
illustrated in Fig. 12-37 has a base-mounted column that models, have counterweights or counterbalancing springs to
supports a head containing the tapping spindle. This spindle is remove the weight of the spindle/ quill assembly (or multiple-
belt driven from stepped pulleys by an adjustable mounted, spindle head) from the leadscrew.
reversing motor. Reduction gearing and an adjustable slip One line of tapping machines having clutch-type drives uses
clutch are sometimes provided to limit the driving torque low-pressure air to drive the tap and provide sensitive torque
delivered to the tap, thus minimizing the possibility of breakage. control. The cone-type clutch floats between a drive shell
Pushbuttons allow the operator to jog the spindle up or down or (right-hand rotation) and a reverse shell (left-hand rotation).
to select single cycle or continuous operation. As the head advances and the tap enters the workpiece, the
The hub of the spindle pulley has internal splines to engage clutch contacts the drive shell. Torque transmitted is pro-
splines on the spindle, allowing the spindle and quill assembly portional to the air pressure setting. Any obstruction encoun-
to move up and down while receiving driving torque from the tered or an excessive torque condition (beyond the pressure
pulley. Attached to the spindle is the controlling Ieadscrew. setting) causes the clutch to slip, enabling the operator to take
The quill is connected through a rack and pinion to an exter- corrective action.
nal handle for manipulating the quill assembly during lead- Speed changes. Speed changes are usually obtained by means
screw changes. of stepped pulleys, as on the machine just described. Gear boxes
Revolving in a rigidly held nut, the Ieadscrew moves the and multispeed motors are used on some machines. The range
spindle in conformance with the lead of the tap, allowing the tap of thread sizes to be produced dictates the number of speeds
to cut without any additional force required to drive it forward. required. Some tapping machines that are driven by hydraulic
At the lower end of the spindle, the tap is held by a taper motors provide an infinite number of speeds within a given
engagement or tap holder (discussed later in this chapter). range; others are available with d-c motors and micropro-
A table, also attached to the machine column, can be adjusted cessor control.
vertically by a jack mechanism such as an elevating screw. The Reversing motors. The most common power unit for tapping
table can be provided with T-slots for holding jigs and fixtures, machines is a high-reversal-type, three-phase, squirrel-cage
and a trough and drain line for cutting fluid. induction motor. It maybe of one or two-speed design, with the
For production tapping, the stroke control is set so that the two-speed design sometimes used to give a return speed twice
tap advances into the workpiece the desired depth and then that of the forward speed, thus shortening the cycle time.
instantly reverses the motor to retract the tap. Precise stroke For fast cycling, the motor often requires more energy for
settings are possible on such machines, which are especially reversing than for driving the tap. The larger the motor, the
important when tapping blind holes or threading to shoulders. slower the cycle rate possible because of the greater rotating
Depending upon the size and speed of the tap, the stroke can mass. The motors frequently need additional ventilation from a
repeat to an accuracy of one quarter of a turn or less. separate, external blower, and high-temperature insulation and
Most tapping machines are designed with torque-limiting built-in temperature sensors are generally used for protection.
12-76
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CHAPTER 12
Fast cycling requires rapid stopping of the motor without any removes the workpiece manually, manually replaces the tap
coasting. A common method of stopping it is by means of an into the constantly rotating spindle, loads a new workpiece, and
electric brake that engages as soon as power to the motor is shut initiates a new cycle. This arrangement permits faster cycling
off. Another effective way to brake the motor is to electrically than is possible with a two-speed reversing motor. Similar
plug-stop it by means of a zero-speed switch directly coupled to arrangements are used when it is undesirable to return solid taps
the motor shaft. Dynamic braking with d-c at the end of the back through the workplaces.
tapping cycle is used on some machines. Special nut tapping machines use taps having long curved
Leadscrews used. Most production tapping machines have shanks that do not have to be retracted from the workplaces.
hardened and ground leadscrews rotating in adjustable nuts The taps are driven by means of a floating engagement within
made from a tough bearing bronze. Nuts are fitted to the screws curved cavities in the machine spindles. This allows the nuts to
to rotate with a minimum of clearance and must be adequately continually feed up the shanks of the taps and drop off.
lubricated. Proper alignment with the spindle axis is critical. Selecting a machine. The selection of a machine for a specific
Leadscrews are available in various sizes and pitches, right or
left-hand, to match the lead of the taps and the stroke length of
the machine. The same screw and nut assembly should always
be maintained as a running pair, When left-hand threading is
required, it is necessary to use a left-hand Ieadscrew and nut
assembly and reverse the cycling of the machine motor, Or
some machines, changing the motor cycling is accomplished
simply by moving a selector switch; on other machines, wiring
changes have to be made in the control panel. J----4-’ ‘
Wear of a split nut on a tapping machine can be eliminated by
reducing the thickness of the spacer and retightening the binder
screws. Some machines have partially enveloping guide fingers
functioning as the nut, with a portion of the leadscrew
constructed so that it can be used to rehob the guide fingers.
Automatic machines. Tapping machines are often modified
into single-purpose, high-production units by adding automatic
workpiece orienting, feeding, loading, and clamping features.
These machines can generally run continuously without full
operator attendance. Figure 12-38 shows an angular-head,
Ieadscrew-controlled tapping machine equipped with a
vibratory-hopper feeding device and automatic clamping unit.
It is capable of tapping 1400 zinc diecastings per hour.
Problems that can be encountered with high production rates,
however, are wm-kpiece handling and chip disposal.
A single-spindle machine may tap 45 or more holes per
minute, and production rates can be increased by using
multiple-spindle heads and multiple tracks for feeding the
workplaces. Automatic rapid-advance de ,~ices are sometimes Fig. 12-38 Automated Ieadscrew-controlled machine taps 1400 parts
per hour. ( UniversaI-Automatic Corp. )
used to allow the taps to enter cavities or pass obstructions
quickly before reaching the holes to be tapped, Index tables,
shuttle slides, and other equipment are sometimes used to auto-
mate tapping machines and increase productivity. Figure 12-39
illustrates a special machine with a rotary indexing table that
carries workplaces to three horizontal-spindle tapping units.
To produce large threads, collapsing taps and self-opening
die heads (previously discussed in this chapter) are sometimes
used on tapping machines. This arrangement allows the tools to
be quickly withdrawn without the direction of their rotation
being reversed. Cycle time is reduced by providing rapid
advance and retraction of the spindle. The Ieadscrew must still
be wound back to its starting position, but this is done during
the loading and clamping of the next workpiece and, therefore,
does not add to the cycle time.
Some tapping machines have split nuts that open for
withdrawal of the leadscrew and then close. In some designs of
this type, if the tap can be dropped through the workpiece, the
machine drive motor does not have to be reversed. Taps rotate
relatively slowly when cutting large diameter threads on vertical
machines. A special toolholder can be used to drop the tap at
the bottom of the cutting stroke. Simultaneously, an air Fig. 12-39 Special machine with rotary indexing table and three
cylinder returns the spindle to the top of its stroke. The operator horizontal-spindle tapping units. (Snow, ManuJac[uring Corp.)
12-77
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CHAPTER 12
uo
weight of a chuck alone is detrimental in tapping over a wide
range, since a chuck that is strong enough to hold a 1/ 2“ tap,
even if there are no spindles or clutches with which to contend,
would be entirely too heavy for a No. 2 to a No. 10 tap. For
optimum efficiency, it is necessary to have tapping machines ‘ig. 12-40 Multispindle Ieadscrew-controlled tapping head. Spindh
that have narrower rather than wider range in their capacity. assembiv at rkbt is of quill-type construction. S~indle at left is desimed
Machine manufacturers list specifications such as tapping for clos~ cent& distan;es. ( hired States Drill Head Co. ) -
capacities by thread size and pitch in different materials,
available speeds, motor power, work clearances, cutting fluid prevents the spindles from becoming disengaged from their
capacity, and floor space required. Small-diameter, fine-pitch leadscrew nuts in the forward position.
threads should be cut on sensitive machines of relatively low The spindle shown at the left in Fig. 12-40 illustrates a
power; larger threads and harder materials require heavier construction often used when the center distance between
machines with more power. When pipe threads are to be cut, adjacent spindles is too close for quill-type designs. With this
considerably more torque is required than is needed to cut construction, it is not uncommon to mount two or more
straight threads of the same pitch. Torque requirements can be spindles in a single front bearing block. The spindle shown at
up to four times as much as those needed to cut straight threads, the center illustrates an increase in overall length obtained by
especially when full-depth threads are being cut. As a result, locating the drive directly above the spindle assembly.
machines with more powerful motors are needed. Power Adjustable, multiple-spindle heads, as well as angular and
requirements for larger size pipe threads can be minimized by multiple-spindle heads for NC/ CNC machining centers, are
using taps and dies with receding chasers. also available.
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
the tap chuck or ho)der compensates for a small amount of construction than the previously described devices due to the
machine feed error. inclusion of a built-in torque release clutch. This permits the
Through-hole tapping is accomplished in the nonreleasing torque transmitted by the attachment to be preset for tap size
mode of these tools by simply reversing the machine when the and type, as well as for the material to he tapped. When this
desired thread depth is reached. For bottom hole tapping, a torque setting is exceeded, the clutch slips and the tap stops
machine stop must be set. When the stop is reached, the tap instantly. Good tapping practice suggests that a torque release
releases into a neutral position, thus preventing the tap from clutch be used as a safety device and not as an automatic stop
engaging the bottom of the hole. The drive of the tap is for repetitive bottom hole tapping. Of course, there are
reengaged only when the machine spindle reverses. Various occasions when it is necessary to use the clutch for bottom hole
types of tap holders are discussed later in this chapter. tapping, due to the design of the workpiece being tapped.
Tension/ compression tapping spindIes. Developed originally The dual axial float of these attachments eliminates the
for multiple-spindle machines, these units feature a small OD necessity for exacting machine feeds because the tap accurately
that permits close center-to-center distance. They are currently determines its own feed rate. Axial float is usually accomplished
finding wide application on NC/ CNC machines. Their small by some form of spring loading or biasing of the tap-holding
diameter and easy adaptability to a variety of toolholders is spindle in one or both directions along the spindle/tap longi-
especially advantageous on machining centers with automatic tudinal axis. Compression-type axial float provides a cushion
toolchangers. An automotive-type shank, featuring a threaded as the tap enters the hole and prevents cross threading when it
body and adjusting nut for individual height adjustment (see enters a previously tapped or rough-tapped hole. An extended
Fig. 12-41, view a), enables each spindle to engage all of the version of this feature, incorporating a stiff compression spring,
drilled holes in an irregular workpiece at approximately the is referred to as a safety cushion and prevents tap breakage on
same time. an automated setup when a hole is not present or when a hole is
The spring biased tension and compression feature of these not drilled to depth.
tools allows for a certain amount of axial float in both The compression feature prevents tap breakage when a hole
directions, compensating for any difference between machine is not present, provided the amount of axial float equals or
feed and correct tap feed. This makes it possible to tap several exceeds the intended engagement stroke of the tap in the
different thread pitches at the same time, utilizing the single feed workpiece. This feature, however, does not safeguard against
rate of the machine itself. Tension-type axial float comes into tap breakage when the hole is not. drilled to depth. When a tap
play if the tap feed exceeds the machine feed rate. Compression- bottoms in a shallow hole, rotation stops, but the spindle
type axial float is utilized if the machine feed exceeds that continues to drive and can cause tap breakage.
of the tap. Radial float overcomes portioning error by allowing the tap
Tap protection and fast tap changes may be provided by the to move sideways to match the axial axis of the tap with respect
use of a quick-change feature. These units may then employ tap to the true axis of the drilled hole. Radial parallel float permits
adapters with built-in tbrque release clutches to prevent tap the tap to move radially and align perfectly with the drilled hole
breakage if the bottom of the hole is accidentally engaged. axis. Some designs merely permit the tap tip to move, and this
Tapping spindles are usually quite long. Each additional feature may resuk in bellmouthing.
may add to its overall length, with a corresponding reduction in Nonreversing tapping attachments are currently available in
tool rigidity. This is of particular concern in horizontal a wide variety of mounts and capacities adaptable to virtually
machining applications. any type of machine application.
.
Nonreversing tapping attachments. These tools incorporate Self-reversing attachments. These attachments were devel-
all the basic features necessary for precision machine tapping oped to provide precision tapping capabilities for machines
(see Fig. 12-41, view b). They are larger and more complex in without reversing motors or to eliminate the necessity of
reversing machine motors for tap retraction. They may be
utilized on all machines that provide rotation to the attachment
to activate its reversing mechanism. Four basic designs that
have been developed are positive drive, friction clutch,
leadscrew, and compact types.
Positive-drive reversing tapping attachments. The first self-
reversing units utilized a simple dog-type drive and planetary
(a) gear reversing mechanism. They were used primarily on
conventional manually operated drill presses. Downward
movement of the machine spindle engaged the driving dogs of
the tapping attachment for entry of the tap into the hole. To
reverse, it was only necessary for the operator to retract the
machine spindle, thereby urging the tap-holding spindle of the
( attachment into position for the reversing dogs to engage.
Some versions of this tool incorporate axial float and a
quick-change feature, permitting ?he use of torque release tap
adapters. Positive drive attachments adapt themselves readily
to a variety of automated and NC/ CNC machines. A one-to-
(b) one reverse ratio is commonly used as it simplifies programming.
NC/ CNC machines may use the canned boring cycle for
Fig. 12-41 Tapping attachments: (a) tension/compression spindle and tapping operations.
(b) nonreversing type. Special stop arms make it possible to employ these self-
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CHAPTER 12
!!i5
the workpiece) causes the cone-shaped clutch to contact the
upper drill shell (revolving in the right-hand direction) to drive
the tap into the hole. Downward pressure on the spindle pulls
the clutch into contact with the lower drive shell (revolving in
the opposite direction), reversing the tap out of the hole. A Fig. 12-42 Friction clutch type, reversing tapping attachment for a drill
two-to-one reverse ratio minimizes cycle time. Sensitivity of the press, (Snow Manufacturing Co. )
frictional torque transmission allows minimum pressures to be
used and tap dulling to be instantly recognized.
Leadscrew fapping attachments. These tools (see Fig. 12-43)
utilize a built-in Ieadscrew to determine the proper rate of feed
for a given thread pitch. Originally developed by the manu-
facturers of friction-clutch tappers to eliminate the need for a
high degree of operator skill or sensitivity, these attachments F=P
convert a basic drill press into a precision tapping machine.
These attachments require an equivalent leadscrew and nut for
every thread pitch. The weight and size of leadscrew attachments
usually result in their being installed permanently on a machine
by means of a quill clamp.
Compact reversing attachments. First introduced in the early
1950’s, these units (see Fig. 12-44) are the most popular type of
self-reversing tapping attachments currently in use. Their
compact size provides versatility and ease of installation that
cannot be matched by the earlier designs. They maybe adapted
to any type of machine with a rotating spindle, and they do not
require any particular sensitivity on the part of the operator.
Thread accuracy is assured and tap breakage is reduced to a
minimum due to the two main features of these tools: (1)
self-feed, or axial float, and (2) preselective torque control.
Self-feed, or axial float, permits the tap to act as its own
Ieadscrew and enter the hole solely influenced by rotation. Once
the tap has been engaged in the drilled hole, it feeds itself to the
desired depth without any pressure being applied. Accurate
thread depth is obtained by setting a machine stop. When the
machine stop is reached, the tap continues to feed a
predetermined amount and releases in a neutral position.
Reversal occurs when the machine spindle is retracted.
Preselective torque control is a safety feature that provides a Fig. 12-43 Tapping attachment with built-in leadscrew to control feed.
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
Solid Taps
A solid (nonadjustable, noncollapsing) tap is a tool for
producing a screw thread in an existing hole. Cutting edges are
created by radially relieved chamfers at the nose ends of the
fluted tools.
Nomenclature and definitions. The following nomenclature
Section A-A Section B-B
and definitions are adapted from ANSI Standard B94.914 (see
Fig. 12-45):
Housmg~ axis The imaginary straight line which forms the longitudinal
center line of the tool or threaded part.
Clutch-
adlustment COP back taper A gradual decrease in the diameter of the thread
. Clutch spring form on a tap from the chamfered end of the land towards
the back which creates a slight radial relief in the threads.
II
Dwer pins— I chamfer The tapering of the threads at the front end of each
Cushion spring
land of a tap by cutting away and relieving the crest of the
Spring cup dwer
first few teeth to distribute the cutting action over several
A~ B 1A
teeth. Taper taps are chamfered 7-10 multiples of the thread
Clutch ‘ Clutch olcrte pitch from the tap point. Plug taps are chamfered 3-5 times
dwer a /
the pitch. Bottoming taps are chamfered 1-2 times the pitch.
Specification of chamfer lengths in multiples of pitch avoids
Reversing dwer
variations in the counting of threads on various tap lands.
lB chamfer angle The angle formed between the chamfer and the
4 axis of the tap measured in an axial plane at the cutting edge.
~Plcme+ gears. chamfer relief angle The complement of the angle formed
between a tangent to the relieved surface at the cutting edge
and a radial line to the same point on the cutting edge.
Rmg ge~r core diameter The diameter of a circle which is tangent to the
Stop arm
Y/#Jlim!&
Geor
tamer
D,,,e
sp[ndle
,.,
.. ;
.
>ollet
bottom of the flutes at a given point on the axis.
crest That surface of the thread which joins the flanks of the
thread and is farthest from the cylinder or cone from which
the thread projects.
first full thread The first full thread on the cutting edge back of
the chamfer. It is at this point that rake, hook, and thread
Fig. 12-44 Compact tapping attachment provides versatility and ease elements are measured.
of installation. ( Tapmaric Corp. ) flank The flank of a thread is either surface connecting the crest
with the root. The flank surface intersection with an axial
means of presetting the torque transmitted from the machine to plane is theoretically a straight line.
the tap. A simple adjustment sets the torque clutch, and the tap flank-leading (1) The flank of a thread facing toward the
is driven at full machine speed until the adjusted torque setting chamfered end of a threading tool. (2) The leading flank of a
is exceeded. When this occurs, the clutch slips and the tap stops thread is the one which, when the thread is about to be
instantly. Recent developments in self-reversing tapping attach- assembled with a mating thread, faces the mating thread.
ments incorporate a number of additional features that make flank-trailing The trailing flank of a thread is the one that is
them more universal in application. opposite to the leading flank.
A ball feed drive and reverse feature provides a reduction in flutes The longituctinal channels formed in a tap to create
friction during tapping operations. The spring-biased rolling cutting edges on the thread profile and to provide chip
ball design transmits the rotational power to the tap and spaces and cutting fluid passages. On a parallel or straight
disengages silently after a machine stop is reached. Reengage- thread tap they may be straight, angular, or helical; on a
ment in reverse is smooth and vibrationless. Spring-biased ball taper thread tap they may be straight, angular, or spiral.
design compensates for any operator or machine feed error flute-angular A flute lying in a plane intersecting the tool axis
during the tapping cycle. at an angle.
Depth control is an adjustable means of reducing or increasing flute-helical A flute with uniform axial lead and constant helix
the amount of self-feed (axial float). By setting the unit’s depth in a helical path around the axis of a cylindrical tap.
control and a machine stop, accuracy of thread depth is flute-spiral A flute with uniform axial lead in a spiral path
controlled to t 0.0 10“ (0.25 mm) or less. Inconsistent thread around the axis of a conical tap.
depth and tap damage, caused by torque-controlled bottom flute-straight A flute which forms a cutting edge lying in an
hole tapping, is eliminated. axial plane.
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CHAPTER 12
SOLID TAPS
:iikki~~:;
+Style I
Axis
2
Shank diorn
3
*A *A
90”
homfer
angle
‘ Point dmm
4
E::, Flute
External,, center
std tO;
~f~l$?’ee’
5?!?
Jizj;i;”n
Thread Ieod angle
——
fi~ ‘~ m~ Internal center std over ~“
+
—,—————— Chomfer
—l—
Concentric E:&f~ic Con-yw;tric
~ ~ ~90&5~nt
ti~~%ofth’ea”
Max top Basic
major major Negative ;ke angle Zero rake Positive roke ongle (chordal
Basic @&jf Bosic minor dlam
diem d iam pitch diam measurement)
+ e Basic root Negafive rake Rodial Positive roke Hook
ig. 12-45 Sketch illustrating tapter,,ms. The top sketch shows a comparison of style 1,2, and 3 centers and the points of measurement for overall length
and length of square t-or each style.’”
flute lead angle The angle which a helical or spiral cutting edge the pitch diameter is the diameter of the imaginary coaxial
at a given point makes with an axial plane through the same cylinder, the surfiice of which would pass through the thread
point. profiles at such points as to make the width of the groove
front taper A gradual increase in the diameter of the thread equal to one half of the basic pitch. On a perfect thread this
form on a tap from the leading end of the tool toward the occurs at the point where the widths of the thread and groove
back. are equal. On a taper thread, the pitch diameter at a given
heel The edge of the land opposite the cutting edge. position on the thread axis is the diameter of the pitch cone
helix angle See preferred term flute lead angle. at that position.
hook angle The inclination of a concave cutting face, usually point diameter The diameter at the cutting edge of the leading
specified either as chordal hook or tangential hook. end of the chamfered section.
hook—chordal angle The angle between the chord passing rake The angular relationship of the straight cutting face of a
through the basic minor diameter and tap crest at the cutting tooth with respect to a radial line through the crest of tbe
face, and a radial line through the tap crest at the cutting tooth at the cutting edge. Positive rake means that the crest
edge. of the cutting face is angularly ahead of the balance of the
hook—tangential angle The angle between a line tangent to a cutting face of the tooth. Negative rake means that the crest
hook cutting face at the cutting edge and radial line to the of the cutting face is angularly behind the balance of the
same point. cutting face of the tooth. Zero rake means that the cutting
interrupted thread tap A tap having an odd number of lands face is directly on a radial line,
with alternate teeth in tbe thread helix removed, In some relief The removal of metal behind the cutting edge to provide
cases alternate teeth are removed only for a portion of the clearance between the part being threaded and the threaded
thread length, land.
land One of the threaded sections between the flutes of a tap. relief-back taper See definition under back taper.
lead The distance a screw thread advances axially in one relief-center Clearance produced on a portion of the tap land
complete turn. by reducing the diameter of the entire thread form between
major diameter On a straight thread the major diameter is that cutting edge and heel.
of the major cylinder. On a taper thread the major diameter relief —chamfer Tbe gradual decrease in land height from
at a given position on the thread axis is that of the major cutting edge to heel on the chamfered portion of the land on
cone at that position. a tap to provide radial clearance for the cutting edge.
minor diameter On a straight thread the minor diameter is that relief—con-eccentric thread Radial relief in the thread form
of a minor cylinder. On a taper thread the minor diameter at starting back of a concentric margin.
a given position on the thread axis is that of the minor cone relief—double eccentric thread The combination of a slight
at that position. radial relief in the thread form starting at the cutting edge
pitch The distance from any point on a screw thread to a and continuing for a portion of the land width, and a greater
corresponding point on the next thread, measured parallel radial relief for the balance of the land.
to the axis and on the same side of tbe axis. The pitch equals relief —eccentric thread Radial relief in the thread form starting
one divided by the number of threads per inch. at the cutting edge and continuing to the heel.
pitch diameter (simple effective diameter) On a straight thread,
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CHAPTER 12
SOLID TAPS
relief—flatted land Clearance produced on a portion of the tap thread-multiple A thread of which the lead is an integral
land by truncating the thread between cutting edge and heel. multiple of the pitch. On a double thread, the lead is equal to
relief—grooved land Clearance produced on a tap land by twice the pitch. On a triple thread, the lead is equal to three
forming a longitudinal groove in the center of the land. times the pitch, etc.
relief—radial The clearance produced by removal of metal from threads per inch (tpi) The reciprocal of the pitch in inches.
behind the cutting edge. Taps should have the chamfer
relieved and should have back taper, but may or may not Types of taps. Taps are available in a wide variety of types.
have relief in the angle and on the major diameter of the The most commonly used types are discussed here and illustrated
threads, When the thread angle is relieved, starting at the in Fig. 12-46. Catalogs from tap manufacturers should be
cutting edge and continuing to the heel, the tap is said to consulted for specific dimensions and features of these and
have eccentric relief. If the thread angle is relieved back of a other taps.
concentric margin (usually one third of land width) the tap is Regular hand [ups. These are taps with thread and shank
said to have con-eccentric relief. approximately the same length, and a square to accommodate a
root The root is that surface of the thread which joins the flanks driving mechanism. Hand taps were first identified as such
of adjacent thread forms and is identical with or immediately because they were used by hand; however, for many years they
adjacent to the cylinder or cone from which the thread have generally been machine driven. Regular hand taps with 2,
projects. 3, 4, and 6 flutes are furnished in taper, plug, or bottoming
spiral point The angular fluting in the cutting face of the land at chamfers.
the chamfered end. It is formed at an angle with respect to Regular machine screw taps. These are regular hand taps
the tap axis of opposite hand to that of rotation. Its length is made in the numbered machine screw sizes.
usually greater than the chamfer length and its angle with Spiral-pointed laps. These are regular hand and machine
respect to the tap axis is usually made great enough to direct screw taps having shallower flutes and wider lands. The cutting
the chips ahead of the tap. The tap may or may not have face of the first few threads is ground at an angle to force the
longitudinal flutes. chips ahead to prevent clogging in the flutes.
thread—single A thread having a lead equal to the pitch. Spiral-pointed, short-jluted raps. These are regular hand and
large shank Small shank Regular spiral-fluted taa High (fast) spiral-fluted tap
LI
No. 1 rougher
No 2 rougher
Nut top
No, 3 flmsher
---
Set of 3 Acme tops (may vary from 1 per set to 4 or more per set)
Straight-shank tapper tap
I l==
{
‘+ Bent~hank tapper taps Pulley tap
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CHAPTER 12
SOLID TAPS
machine screw taps made with spiral point only. The balance of basic are designated High, and those made to tolerances below
the threaded section is left unfluted. They are especially suitable basic are designated Low; they are identified by the letter H or L
for tapping thin materials. respectively. A numeral after the H or L indicates the tolerance
Regular spiral-jluted taps. These are regular hand and range—the number of half-thousandths of an inch (0.0005”)
machine screw taps having right-hand helical flutes with a helix larger than basic of the maximum H tap or smaller than basic of
angle of from 25-35°. They are designed to help draw chips from the minimum L tap.
the hole or to bridge a keyway.
Fast spiral-jluted taps. These are the same as regular spiral-
Examples:
fluted taps except the helix angle is from 45-60°.
Nur taps. These are taps designed for tapping nuts on a 1. A 1/4—20 NC ground thread tap designated G H3 is
low-production basis. Approximately one half to three quarters identified as follows:
of the threaded portion has a chamfered section which distri- G —the symbol for ground thread
butes the cutting over many teeth and also facilitates the H —the symbol for above basic
entering of the hole to be tapped. The overall length, length of 3 —the symbol for pitch diameter limits, which in this
thread, and length of shank are appreciably longer than these case are 0.001-0.001 5“ above basic
same lengths on a regular hand tap. 2. A 1/ 4—20 NC ground thread tap designated G LI is
Bent-shank tapper taps. These are taps designed for use in an identified as follows:
automatic nut tapping machine. The nuts are hopper fed and G —the symbol for ground thread
travel the full length of the tap and off the end of the bent shank, L —the symbol for below basic
providing continuous production without stopping or reversing. 1 —the symbol for pitch diameter limits, which in this
Pulley taps. These are extension hand taps with extra length case are 0.0000-0.0005” under basic
in the shank. The shank is the full diameter of the thread and is 3. A 1 1/ 4—7 NC ground thread tap designated G H4 is
available in various lengths. identified as follows:
Taperpipe taps. These are taps for producing standard taper G —the symbol for ground thread
pipe threads. H —the symbol for pitch diameter limits, which in this
Straight pipe taps. These are taps for producing standard case are 0.001-0.002” above basic
straight pipe threads.
Metric taps. These taps are for producing standard metric It can be noted that the tap limit number divided by two
screw threads. establishes in thousandths of an inch the amount that the
Spark plug taps. These taps are used to produce spark plug maximum tap pitch diameter is above basic in the H series and
threads. the amount that the minimum tap pitch diameter is under basic
Combination tap and drill. These are used for drilling and in the L series.
tapping threads in orie operation when the drill finishes cutting All ground thread taps made to the standards for pitch
before tapping begins. The tools are also used for tapping cored diameter limits are marked with the letter G to designate ground
holes. (See Chapter 9, “Drilling, Reaming and Related thread. In addition, they are marked with the pitch diameter
Processes.”) limit number.
Acme taps. These are used to tap the Acme thread form in Pitch diameter limit numbers for taps to 1” diam inclusive are
nuts for translating pressure and clamping screws used in many as follows:
applications. Each tap or set of taps is designed for a specific job
L1 ❑ basic to basic minus 0.0005”
as governed by the diameter, pitch, lead, length of nut, material,
H I = basic to basic plus 0.0005”
through or blind holes, and method of use.
H2 ❑ basic plus 0.0005” to basic plus 0.001”
Coolant-fed iaps. Taps are available with internal passages to
H3 ❑ basic plus 0.001” to basic plus 0.00 15“
direct the cutting fluid to the cutting zone. Such tools permit
H4 = basic plus 0.00 15“ to basic plus 0.002”
tapping of deep holes at higher speeds.
H5 ❑ basic plus 0.002” to basic plus 0.0025”
Tap grades and tolerances. While taps are available with cut
H6 ❑ basic plus 0.0025” to basic plus 0.003”
threads, taps with ground threads are used more extensively;
H7 = basic phrs 0.003” to basic plus 0.0035”
therefore, the remainder of this discussion is confined primarily
to ground thread taps. While these taps cost more than cut The pitch diameter limit number for taps over 1 to 1 1/ 2“
thread taps, cost per tapped hole is usually less, more holes can diam inclusive is:
be tapped, less power is required for tapping, and closer-
H4 = basic plus 0.001” to basic plus 0.002”
tolerance threads can be produced.
Limit numbers for inch threads. Standards for ground thread Tables 12-39 and 12-40 can be used as guides in selecting
taps establish pitch diameter tolerances for machine screw and proper taps to produce desired classes of threads under normal
hand taps, in the size range No. O to 1” diam in 0.0005” conditions. The ranges of tap limits allow for closer adherence
increments. The pitch diameter tolerance for taps over 1” to 1 to requirements and assure maximum tap life.
1/ 2“ diam inclusive are in 0.001” increments. Limit numbers for metric threads. Metric taps are designated
Pitch diameter limit designations for standard tolerance with the letter M followed by the nominal size in millimeters
ranges permit selection of the proper tap for the class of thread and the pitch in millimeters separated by the sign x. For
tolerance desired and maximum tap life. The standards for example:
pitch diameter limits of ground thread taps are presented in
M1.6x0.35; M6x 1; MIOX 1.5.
ANSI Standard B94.9.15 Maximum lead deviation permitted is
*0.0005° within any two threads not farther apart than 1”. When the tap pitch diameter is over or under basic thread
Ground thread taps made to pitch diameter tolerances above pitch diameter by even multiples of 0.0005”, the tap is marked
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CHAPTER 12
SOLID TAPS
TABLE 12-39
Tap Recommendations for Classes lB*, 2B**, and 3B Unified Screw Threads, Fractional Sizes
Note: All dimensions are given in inches. The above recommended taps normally produce the class of thread indicated in
average materials when used with reasonable care. However, if the tap specified does not give a satisfactory gage fit in the work,
a choice of some other limit tap will be necessary.
* 1B tapped holes can be produced with cut thread taps.
** Cut thread taps may be used under normal conditions and in average materials for producing tapped holes to this
classification.
T Standard GH4 taps are also suitable for this class of thread.
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CHAPTER 12
SOLID TAPS
TABLE 12-40
Tap Recommendations for Classes 2B* and 3B Unified Screw Threads, Machine Screw Sizes
with the letter D or letters DU respectively, followed by a limit having multiple threads are marked with the diameter, number
number. The limit number is determined as follows: of threads per inch, lead designated in fractions, and double,
triple, etc. Left-hand taps are marked left-hand or LH.
D limit number ❑ amount tap PD high limit is over (1)
Materials for taps. Carbon steel taps are available only to cut
basic PD, divided by 0.0005”
thread tolerances and are limited to use in tapping certain
DU limit number= amount tap PD low limit is under (2)
workpiece materials at lower speeds suitable for the cutting tool
basic PD, divided by 0.0005”
material. High-speed steel is the most common material for
making ground thread taps and many cut thread taps. Good
Examples: results are being obtained for some jobs with taps made from
1. M 1.6 x 0.35— For D3 limit, maximum tap PD = basic HSS’S produced by powder metallurgy (PM) processes. An
plus 0.001 5“; tap PD tolerance = minus important advantage of highly alloyed HSS grades made by
0.0006”. PM, such as T15, is easier grinding than is possible on wrought
2. M 12 x 1.75— For D6 limit, maximum tap PD ❑ basic materials of the same grade. This easier grinding minimizes the
plus 0.0030”; tap PD tolerance ❑ minus chance of damage to cutting and wear surfaces of the taps
0.0012”. during grinding. Carbide taps are also used for some applica-
3. M6 x 1— For DU4 limit, minimum taF PD ❑ basic tions, especially for tapping abrasive cast irons and certain
minus 0.0020”; tap PD tolerance ❑ 0.0010”. nonmetallic materials, such as fiberglass.
Surface treatments of HSS taps can sometimes be beneficial
Standard markings for taps. All taps are marked with the from the standpoints of increased tool life and improved quality
nominal size, the number of threads per inch, and the proper of thread finishes. These treatments are generally most effective
symbol to identify the thread form (see Table 12-41 for on taps for cutting cast irons and aluminum alloys. Black
symbols). Taps made from HSS are marked HS, but carbon iron-oxide surfaces generated on the taps by a superheated
steel taps need not be marked with the steel designation. Taps steam atmosphere reduce friction between the chips and tool
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SOLID TAPS
TABLE 12-41
Symbols Used for Standard Threads
American National
Svmbol Title Standard Ref. No.
. ..- —.. . . . ----- .
M Metric Screw 1bread Deslgnatlon .......................................... B1.ljM
NC American National Coarse Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
*UNC Unified Coarse Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
NF American National Fine Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
*UNF Unified Fine Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
NEF American National Extra-Fine Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
*UNEF Unified Extra-Fine Thread Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
N American National 8, 12and16 Thread Series (8N,12N,16N) .................. ---
*UN Unified Constant Pitch Series. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
NS American National Thread-Special ......................................... B1.1
*UNS Unified Thread-Special ................................................... Bl,l
UNM Unified Miniature Thread Series . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BI.10
NR American National Thread with a0.108p to 0.144p Controlled Root Radius . . . . . . MIL-B-7838
UNR Unified Constant Pitch Thread Series with a O.108p to O.144p Controlled Root
Radius . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.1
UNRC Unified Coarse Thread Series with a0.108p to O.l~p Controlled Root Radius . . . . B1.1
UNRF Unified Fine Thread Series with a0.108p to O.l~p Controlled Root Radius . . . . . . B1.1
UNJ Unified Thread Series with a0.1501 lpto 0.18042p Controlled Root Radius ...... MIL-S-8879
UNJC Unified Coarse Series with a0.1501 lpto 0.18042p Controlled Root Radius . . . . . . . MIL-S-8879
UNJF Unified Fine Series with a0.1501 lpto 0.18042p Controlled Root Radius . . . . . . . . . MIL-S-8879
NH American National Hose Coupling& Fire Hose Coupling Threads . . . . . . . . . . . . . . B2.4and H28
NPS For Tap Marking Only (See NPSC and NPSM) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ---
NPSC **American National Standard Straight Pipe Thread in Pipe Couplings
(Tap Marked NPS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.20.1
NPSF ** DrYseal American National Std. Fuel Internal Straight Pipe Thread . . . . . . . . . . . . . B1.20.3 & BI.20.4
NPSH **American National Standard Straight Pipe Threads for Hose Couplings ......... B2.4
NPS1 ** Dryseal American National Standard Intermediate Internal Straight
Pipe Thread ................................................. B1.20.3 & BI.20.4
NPSL ** American Nationa”l”S~~~dard Straight Pipe Thread for Lose-Fitting Mechanical
Joints with Locknuts .................................................. BI.20.1
NPSM ** American Nationa] Standard Straight Pipe Threads for Free-Fitting Mechanical
Joints (Ground Thread Tap Marked NPS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BI.20.1
ANPT Aeronautical National Form Taper Pipe Thread (Ground Thread Tap
Marked NPT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . MIL-P-7105
NPT **American National Standard Taper Pipe Thread (See ANPT, NPTR) ........... B1.20.I
NPTF ** DrySeal American National Standard Taper Pipe Thread ...................... B1.20.3 & B1.20.4
NPTR **American National Standard Taper Thread for Railing Joints (Tap
Marked NPT) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.20. I
NGO NationalG asOutlet Thread (Specify Right or Left Hand) . . . . . . . . . . . . . . . . . . . . . . B57.1
NGS National Gas Straight Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B57. I
NGT National Gas Taper Thread (See also “SGT”) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B57. 1
PTF-SAE-SHORT Dryseal SAEShort Taper Pipe Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BI.20.3 & BI.20.4
ACME-C Acme Thread Centralizing ................................................. BI.5
ACM E-G Acme Thread—General Purpose ........................................... BI.5
STUB ACME Stub Acme Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . BI.8
AMO American Standard Microscope Objective Thread ............................ B1.11
N BUTT’ American Buttress Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.9
v A60° ``V'' Thread with Truncated Crest and Root. Thetheoretical ``V'' Form is
usually flatted to the user’s specifications ................................. ---
SB Manufacturers Stovebolt Standard Thread .................................. ---
ST1 Special Thread for Helical Coil Wire Screw Thread Inserts . . . . . . . . . . . . . . . . . . . . . ---
SGT Special Gas Taper Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d B57.1
SPL-PTF D“ryseal Special Taper Pipe Thread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B1.20.3
Source: ANSI Standard B94.9, published by ASME.
*Taps are not marked with’’U’’ but with thecorresponding American Standard Thread Form Symbol.
** Formerly designated USA (American).
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CHAPTER 12
SOLID TAPS
surfaces, minimize galling and pickup, and serve as rust method of application or a change in the use of surface-treated
preventives. taps or cold-forming taps may eliminate the problem.
Other surface treatments for taps include a hard nitride case, Tap geometry. Chip load per cutting edge on taps is entirely
an oxide layer on top of a nitrided surface, a flash plate of hard determined by geometry and cannot be changed, except by
chromium, an electrolized layer of nonmagnetic alloy, and a modifying the tap. Chip load is determined by the tap thread
titanium nitride coating. A comprehensive discussion of various lead, the number of flutes, and the chamfer angle.
cutting tool materials and surface treatments for HSS’S is Taper chamfers distribute the cutting load over the greatest
presented in Chapter 3, “Cutting Tool Materials. ” number of threads and permit the easiest starting of taps into
Number of flutes, Taps are available with straight or helical workplaces. Taper chamfer taps, therefore, are especially suited
flutes. Straight-fluted taps are the most commonly used because for tapping difficult-to-machine metals. Taper chamfer taps,
they are more easily made and sharpened than helical-fluted however, are seldom used for blind holes because too much of
taps, and because they perform satisfactorily under a wide the hole remains unthreaded. Taper chamfer taps also require
range of operating conditions. longer travel than other types of taps to produce full threads in
Many general-purpose hand taps areavailable in identical through holes.
sizes with two, three, or four flutes. Proper selection with Plug chamfer taps are the most commonly used taps. They do
respect to the number of flutes requires consideration of factors not have to penetrate a hole as deeply as taps with a taper
such as machining conditions, depth of hole, and material to be chamfer to produce a given length of full thread. A plug
tapped. Fewer flutes provide more chip space, but more flutes chamfer tap enters the hole with reasonable ease, If sufficient
offer more cutting edges. Additional cutting edges with reduced clearance can be provided, plug chamfer taps can be used
chip loads are particularly desirable for tapping tougher successfully in blind hole tapping.
materials. Deeper holes require more chip room and, as a result, Bottoming chamfer taps are generally used only for blind
usually necessitate using taps with fewer flutes. holes. When a blind hole is being tapped in a difficult-to-
While four-fluted taps may eject chips when tapping shallow machine metal, common practice is to tap as deeply as possible
or large-diameter holes or when tapping materials such as cast with a taper tap or plug chamfer tap (or both) and then to use a
iron (where the chips break up), they generally do not eject bottoming chamfer tap to finish tapping to the required depth.
stringy steel chips from small-diameter holes. Two or three- The influence of chamfer length on chip load per individual tap
fluted taps may also clog with chips, necessitating the use of tooth is illustrated in Fig, 12-47.
spiral-pointed or spiral-fluted taps or cold-forming taps Chip loadper tooth. The actual depth of cut per cutting edge
(discussed later in this section). Spiral-pointed taps push the (chip load per tooth) for straight-fluted taps is given by the
chips ahead of the taps and out the open ends of through holes. formula:
Spiral-fluted and high-spiral-fluted taps pull the chips from the
tapped holes and may be used in either through or blind holes. t._ sin A
nN (3)
Crowding of chips into the flutes results in an increase in the
amount of power needed to drive the tap and can cause tap where:
breakage. If the flutes are too shallow and too narrow, the chips
do not curl properly. In addition to cutting the metal, the tap t ❑ chip load per tooth
must produce manageable chips. ,4 ❑ chamfer angle measured from the tap axis
Loading or pickup of metal. A serious problem causing ~ . number of threads per inch based on tap lead
variation in tapped holes is the loading or pickup of metal on N = number of flutes on the tap
the flanks of the tap threads. Loading has been an endless
source of trouble and is a leading cause of tap breakage and
Nominal chamfer length
variation in size of tapped holes. This pickup of metal is more of
a problem when some materials are tapped than others. I Ncmmxi chamfer length
] Ctm load ma tooth
When a tap loads, there is a noticeable increase in size of the
tapped hole, which gradually continues to increase as more
metal is picked up until, in a short time, the not-go gage enters
the hole. The threads also become slightly roughened, 1 First top land [“ First tap Ia”nd /
contributing further to the pickup of metal.
Loading or pickup of metal by a tap is a form of pressure
welding, and welding requires the presence of three simultaneous
conditions: ( 1) heat, (2) pressure, and (3) two clean surfaces Second tap land
/ Second tap land ~
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CHAPTER 12
SOLID TAPS
TABLE 12-42 Values of chamfer angle and sin A for various types of taps
Tap Chamfer Specifications are shown in Table 12-42.
Table 12-43 compares the chip load per tooth obtained with
Chamfer Chamfer several conventional tap styles of various sizes and pitches.
Tap Length, Angle, A, Chip load varies widely on standard taps and can be very high
Style threads degrees sin A on coarse-pitch taps with short chamfers. This heavier loading
Taper 9 4% 0.079 can cause shorter life due to local failure of the chamfered teeth.
Plug 4 lox 0.182 In practice, it is found that the successful application of
Semibottoming 2% 17 0.292 bottoming taps to hard and tough materials can be very
Bottoming Ifi 24% 0.415 difficult. Often, a series of taps with progressively shorter
chamfers are required for such materials. Product designers
(National Twist Drill)
TABLE 12-43
Chip Load per Cutting Edge for Commonly Used Taps
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CHAPTER 12
SOLID TAPS
frequently overlook this difficulty when they specify perfect thickness on the fulI threads, they also make stop marks more
threads very near to the bottom of a tapped blind hole. evident in the threaded hole.
An obvious approach toward reducing the loading with short Since all teeth on a taper pipe tap are cutting teeth, they are
chamfered taps would be to increase the number of flutes. usually radially relieved to provide cutting relief. If no relief
However, while this reduces tooth loading, it also severely existed, the thread radius would increase across each land due
reduces the available space for chips in the flutes. If the flutes to the taper, causing thread flank interference and galling.
become clogged with chips, tap breakage is likely to occur. Sometimes, a narrow portion of the land is left unrelieved to
However, if the material is such that the chips are brittle, easily stabilize certain taper pipe taps in materials which are too
broken, or powdery, an increase in the number of flutes is free cutting.
sometimes helpful. Theoretically, a taper thread increases uniformly in diameter
Chip load for tapered threads. Contact between the tap and along its length. When such a thread is produced by tapping, it
the workpiece when tapered pipe threads are being tapped is is built up by a series of tap teeth which increase the thread
fundamentally different from the tapping of other screw diameter in distinct steps. As the tap is reversed and withdrawn,
threads. Every tap tooth which engages the workpiece is a the thread shows prints of the final positions of the tap teeth.
cutting tooth. With straight taps, substantially all of the cutting With standard taper pipe threads, these steps are not very deep
is done by the chamfered teeth at the leading end of the tap. [about 0.0002” (0.005 mm)], but they can be visually detected.
Taper thread taps are also chamfered at the leading end, but the Stop marks are more noticeable with certain work materials
chamfered teeth serve only as roughers. Since the teeth are and operating conditions than with others. Stop marks cannot
arranged along a tapered helix, each tooth is at a slightly larger be eliminated from a tapped taper pipe thread, except by
diameter than the one it follows. Thus, each tooth must enlarge another operation after tapping.
the entire thread form. Rake, hook, and relief angles. These angles vary with the
Radial cut depths for taper pipe taps with various numbers of material to be tapped (see Table 12-45). Concentric-thread taps
flutes are presented in Table 12-44. A troublesome element of a (no radial relief except back taper) are generally provided as
taper pipe tap operation is the small depth of cut. The tabulated standard in diameters below 7/ 16” for general-purpose use,
values in the table are radial, and the actua~ thickness of the including high-production tapping. Eccentric relief, which
shaving on the 30° thread flanks is one half of these values. provides clearance from the cutting edge to the heel of the land,
Thus, with most common taper pipe taps, the undeformed chip is used on taps for cutting tougher materials. Taps with an
thickness is between 0.00015 and 0.00025” (0.0038 and 0.0063 eccentric relief may cut oversize. Con-eccentric relief is a
mm). This thickness is so fine that a small amount of dulling can combination of concentric and eccentric relief. The first third of
cause deformation of the workpiece and can result in a wedging the land is concentric to provide support and to prevent the
action rather than a cutting action. This is believed to be a major tapping of oversized threads; the remaining two thirds has an
factor in the chipping upon reversal often encountered with eccentric relief for freer cutting. Con-eccentric relief is com-
taper pipe taps. monly provided on general-purpose taps 7/ 16“ diam and larger.
Chip thicknesses on the taper threads can be doubled (or
nearly doubled if a change in number of flutes is necessary) by Forming taps. Forming taps, sometimes called cold-forming
the use of interrupted-thread taper pipe taps. This involves the taps, produce threads by plastic flow of the material near the
removal of every other tap tooth along the thread helix. An hole walls rather than by metal removal as with conventional
interrupted-thread tap must have an odd number of flutes to cutting taps. In most tapping operations in ductile materials,
prevent the complete elimination of alternate tap lands, although forming taps are remarkably successful and are preferred to
taps with even numbers of flutes can be interrupted with a cutting taps. There are cases, however, in which they do not
complex nonuniform interruption pattern. Threads may be produce satisfactory threads, particularly in brittle materials.
interrupted for the entire threaded length of the tap; or if The decision as to whether to use forming taps or cutting taps
chamfer chip loads are high, the interrupting may be started depends first upon the properties of the work material. A
behind the chamfer. While interrupted threads do increase chip number of ductile materials form satisfactorily. Cutting taps
TABLE 12-44
Taper Thread Tap Data (Taper of 3/4 per Foot)
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CHAPTER 12
SOLID TAPS
TABLE 12-45
Geometry for HSS Taps Used to Thread Various Materials*
Hook or Chamfer
Rake Relief
Hardness, Angle, Type of Tap
Angle,
Material Bhn degrees degrees Through Hole Blind Hole
Steels—wrought, cast & P/M Spiral Fast spiral
85-200 7to Io 8 point flute
Spiral Fast spiral
200-300 Otoa 8 point flute
M edified
300-375 0 6 4 flute hand tav
Modified
375-425 -3 to -6 6 4 flute hand tap
Modified
48 RC-52RC -5 to-lo 4t06 4 flute hand tap**
Stainless Steels, Ferritic, Martensitic & Heavy-duty Heavy-duty
Precipitation Hardening—wrought, cast & P/M 135-275 8to12 8 spiral point spiral flute
Heavy-duty Heavy-duty
275-325 oto5 8 suiral uoint suiral flute
Modified
325-425 0 6t08 4 flute hand tav
Stainless Steels, Austenitic—wrought, cast & P/M Heavy-duty Heavy-duty
135-275 15t020 10 spiral point spiral flute
Gray Cast Irons; Ductile Cast Irons; Malleable 4 flute 4 flute
Cast Irons 120-260 5t08 6 hand tap hand tap
Modified
260-330 oto3 6 4 flute hand tap
Aluminum and Magnesium Alloys—wrought, Spiral point Fast spiral
cast & P/M All loto20 12 high helix flute
Titanium Alloys—wrought and cast Modified Modified
110-275 lo to 15 12 spiral point 4 flute
hand tao
Modified M edified
275-440 6to 10 12 spiral point 4 flute
hand tap
Copper Alloys—wrought, cast & PM* Groups Spiral Spiral
l&2 All 0t08 10 point flute
Group Spiral Fast spiral
3 All 9to18 12 point flute
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SOLID TAPS
Hook or Chamfer
Rake Relief
Type of Tap
Hardness, Angle, Angle,
Material Bhn degrees degrees Through Hole Blind Hole
Nickel Alloys, Magnetic Alloys, Controlled Spiral Spiral
Expansion Alloys—wrought, cast &PI M 80-170 9to 12 6t08 point flute
High Temperature Alloys—wrought and cast 2 Flute 3 Flute
140-425 Oto 10 4t06 spiral point** hand tap**
interrupted
thread
Columbium, Molybdenum & Tantalum Alloys— 2 Flute 4 Flute
wrought, cast & P/M 170-290 lo to 12 6t08 spiral point** hand tap**
Magnetic Core Iron 2 Flute Spiral
185-240 12to 15 6t08 spiral point flute
Zinc Alloys—die cast Spiral point Fast spiral
80-100 12to 15 12 high hook flute
Thermoplastics Spiral point Fast spiral
All 5t08 12 high hook flute
Thermoset Plastics Modified
All oto3 12 4 flute hand tap
Source: Machining Data Handbook, 1980. (Reprinted by permission of the Machinability Data Center, Metcut Research Associates,
Inc.)
* See Table 7-4 for copper alloy groups.
** Special taps for these alloys are offered by some manufacturers.
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CHAPTER 12
SOLID TAPS
To provide effective lubrication and avoid galling, seizure, Regrindable forming taps (see Fig. 12-49) are also available.
and possible tap breakage, the tap diameters are radially They differ from standard forming taps in that they have gashes
relieved to forma lobed structure as shown in Section A-A, Fig. or slots in their nose ends. The leading edges of these slots,
12-48. The number of lobes depends upon the tap diameter; called turbos, form the metal being tapped. Grooves running
however, there are always at least two. The sections between the through the thread forms on the taps facilitate flow of the
lobes can carry some lubricant. The forming action occurs on cutting fluid and provide pressure relief for cutting fluid
the ramps leading to the lobe crests, and the relatively narrow trapped in the holes. Worn lobes on these taps can be reground
lobe crests reduce contact area and chances for galling. In some as many as five times on a conventional tool grinding machine.
cases, one or more lubricant grooves are located between the Regrindable cold-form taps should only be used on leadscrew-
lobes to relieve lubricant pressure in the tapped holes. controlled machines.
TABLE 12-46
Recommended Drill Sizes for Forming Taps
Recommended
Drill to Approximately
Basic Theoretical Drill Size 65% Thread
Thread Major 55% 65% 759b Drill Decimal
Size Diameter Thread Thread Thread Size Equiv.
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CHAPTER 12
SOLID TAPS
TABLE 12-47
Pitch Diameter Limits Recommended for Forming Taps
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CHAPTER 12
TAP HOLDERS
the formability varies with different materials, some experi- Split-sleeve driver. The split-sleeve tap driver (also known as
mentation may be required to find the exact hole size to yield a style A tap chuck) is possibly the most commonly used tap
the required thread height. It can be seen from formula (4) that holding means for general-purpose machine tapping. This tool
the size of the starting hole has a greater effect on thread height has a tap shank pilot hole that is machined concentric to a
in forming threads than in cutting them. The percentage thread standard external Morse taper (see Fig. 12-50). The bottom of
height changes about twice as much for equal variations in hole the tap shank hole is machined with a square opening to
diameter. Greater care in controlling hole size, roundness, and accommodate the standard tap shank drive square. Four splits
taper is therefore recommended. are provided to effect a centrally closing collet action when the
Forming taps usually raise a burr on the entry and exit sleeve and tap assembly is tightly seated into any matching
surfaces. Such burrs may or may not be objectionable. internal Morse taper socket.
Chamfering the holes can eliminate the burrs. This type of holder provides a simple means for making a
Pitch diameter. A pitch diameter for a forming tap is solid, direct-drive connection for taps, A split-sleeve driver can
generally larger than that required for a cutting tap for the same be applied directly (or with Morse taper reducing sockets) to the
class of fit (gage limit). This is because in most materials elastic spindle of a leadscrew tapping machine or a reversible spindle
deformation of the workpiece is recovered once the radial drill press. Alignment of hole and spindle centerlines must be
forming forces are removed. Holes in thin-walled parts react accomplished by the skill of the machinist. Lead control in the
differently than holes constrained by a massive workpiece. case of the drill press may be accomplished through the skill of
While cutting taps nearly always cut larger than their own size the machinist by allowing the spindle quill to float so that the
to some degree, forming taps do so to a lesser degree and tap lead can provide a self-feeding action.
sometimes form a thread with a pitch diameter slightly less than Split-sleeve tap drivers are normally available for all sizes of
the pitch diameter of the tap. “l’able 12-47 maybe used as a guide hand and pipe taps from size Oto 1 3/ 4“ when tap shanks range
in selecting forming tap pitch diameters for classes 2B and 3B from 0.141-1.500” diam.
thread fits. Solid holders and extensions. Solid, heavy-duty holders (see
Nose taper selection. Nose taper designations for forming Fig. 12-51 ) are used for large taps (sizes commonly range from
taps are similar to the chamfer designations for cutting taps. 3/4 to 3“). Shanks cover the range from 0.590-2.625”. The tap
Both plug and bottoming styles are generally available from shank is piloted in this holder through a pilot hole that is
manufacturers of forming taps. Bottoming-style forming taps concentric to the Morse taper shank. A square drive is
distribute flank wear of the tap threads only over the first few provided, and setscrews are employed for retention. As with the
threads and are also more difficult to use. Plug-style forming split-sleeve driver just described, this type of holder provides a
taps are preferable, and consideration should be given to solid, direct-drive connection for a tap in similar applications.
deepening blind holes to allow their use. Solid extensions may often be required when tapping is
Thread pitch. Standard forming taps rarely include pitches performed C1OSCto a shoulder, hub, or fixture wall. Several
coarser than 12 threads per inch due to problems inherent in commonly used approaches for providing a relatively accurate
plastic deformation of larger volumes of metal. Power and and positively driven, extended tap holder are illustrated in
torque requirements, as well as the amount of heat generated, Fig. 12-52. One important factor is that the A diameter maybe
can all be greatly reduced with fine-pitch threads. With sized to allow piloting in a standard slip, renewable, drill-
materials of high ductility and low hardness, however, it is bushing liner. This allows piloted tap drilling through such a
possible to form-tap threads coarser than 12 threads per inch. bushing and then subsequent piloted tapping through the same
bushing liner.
Tap Holders As shown in the split-sleeve style (Fig. 12-52), a standard
In any tapping operation, some kind of a tap holder is Morse taper extension socket and split-sleeve drive (style A tap
required to make an appropriate connection between the chuck) may be used. Some commercially available extensions
spindle of the tapping machine or head and the tap. Such a of this type, however, are available with a special taper of
holder can be as simple as a split-sleeve driver, or tap chuck, or 0.500”/ ft. This slower taper allows a smaller A diameter to be
it can be a sophisticated device that provides radial float, made and produces a tighter grip on the tap shank.
tension, compression, and torque control. Some of the more Extensions of the styles shown in Fig. 12-52 are commonly
elaborate holders are described earlier in this chapter under the available in tap sizes through 3/ 4“. The use of these extensions
subject of attachments for tapping. Floating holders for with standard hand taps may provide a viable cost alternative to
reamers (see Chapter 9, “Drilling, Reaming and Related special-length, solid pulley taps or to one-piece, extension-
Processes”) are also used extensively for taps. Iength taps.
FourS
{:=;+ ; ;.= ,
Morse taper
Fig. 12-50 Split-sleeve tap driver, also known as a style A tap chuck. ( Universal Engineering Div., Houdaille Industries, Inc. )
12-95
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
TAP HOLDERS
m
II .——.
/‘‘“-4
Top shan~ pilot hole
J++-
I 1--1
\
N“’qo
Il;
1
‘
tl
Set screws
Square drive
\
\l ~-;
#
Morse taper u
‘b’t-_-’- II
Fig. 12-51 Solid, heavy-duty holder for large taps (3/4 to 3“).(L’rriversa/E
trgineeringD iv., Houdai/leIndustries, inc. )
A +
B
Strcngit shank
Plot hole
Drtve slot
Note: may be a standard morse Tap
Toper%ank Extensfon%cket Spilt Sleeve Tap Chuck
taperer a speaalslow taper to
permit mlmmum Adlameter (one
common taper used today is 0.500’’/ft)
ig. 12-52 Common varieties of extension holders for solid taps. (Universa/ Engineering Div., Houdai//eIndustries, Inc. )
12-96
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CHAPTER 12
TAP HOLDERS
Collet-type holders. Taps may be accurately gripped and Floating holders. One of the design objectives of all the tap
driven simply by the use of a collet holder and collet sized to holders that have been discussed is to hold the tap centerline
match the tap shank being used (see Fig. 12-53). The develop- coincident to the centerline of the holder. Use of these holders,
ment of antifriction collet nut systems and extended-range, however, requires accurate setups to ensure that the centerlines
collet slotting techniques has resulted in greater collet gripping of the machine spindle and hole in the workpiece are coincident
efficiency. Many manufacturers of collet chucks provide with those of the tap and holder.
extended range systems that accept shank sizes varying 1/64” Accurate setups are generally not difficult when skilled
(0.4 mm) in diam. One system allows shank variations of operators are using manually operated machines or tapping is
0.020-1” (0.5 1-25.4 mm) diam. These factors allow the direct being done on NC/ CNC machines. Precise centerline control
use of taps with a collet chuck in many machine tapping often cannot be maintained, however, when automatic produc-
applications. tion tapping is done on certain machines such as transfer-line or
The extended-range gripping feature is of importance because dial-type machines on which workplaces are transferred and
tap shanks are not made to match standard fractional diameters. relocated automatically for each operation. In such cases, tap
As an example, a standard 3/ 8“ tap has a shank diameter of holders with radial float are required.
0.38 I”. This shank may be readily chucked with a common, A tap holder with radial float is shown schematically in Fig.
extended-range collet that is available with an effective locking 12-55. The holder nose is separated from the shank by a bearing
range from 3/8 to 25/64” (0.375 to 0.391 “). that allows a small amount of radial sliding to occur between
Positive-drive collet holders. While the use of a conventional the nose and shank. A flexible drive coupling connects the nose
collet holder provides a practical tap driving means, many users and shank to transmit and absorb the torque generated by
feel more comfortable when the driving holder takes advantage tapping. A fastening nut is provided for adjusting and retaining
of the positive torsional driving feature provided by the square the shank and nose through the bearing elements.
end on the standard tap shank. To accommodate this, collet While Fig. 12-55 illustrates the basic principles of floating
chucks are available that provide a broached square hole in the holder construction, many variations exist with respect to
collet and drive flats on the outer end surface of the collet (see specific design elements in commercially available holders. For
Fig. 12-54). In this design, the square hole in the collet mates example, the holder nose can have a Morse taper (as shown) or
with the tap shank drive square and the drive flats on the outer it can be made to accommodate a collet or many other tap
end of the collet cooperate with a similar drive pocket in the shank mountings. The bearing elements can be hardened steel,
collet chuck body. bronze, plastic, or ball thrust bearings. The drive coupling can
Ant(frlctlon thrust
bearina svstem
4,
1
Fig. 12-53 Collet-t ype holder for taps. ( Universal Engineering Div., Houdaille [ndustries, Inc.)
Drive ffats-collet
to holder body ~ Collet Iocklng and e[edlng nut
Drive square-collet to tap shank
Fig. 12-54 Positive-drive collet holder for taps. ( Universal Engineering Div., Houdaille Industries, Inc. )
12-97
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CHAPTER 12
Dwe couplng
means
I
Fig. 12-55 Schematic of a tap holder with radial float. ( Universal Engineering Div., Houdaille Industries, Inc. )
be of the Oldham design (as shown) or a gear-type coupling. blocks or clamping blocks, can simplify the design of tooling.
(See the discussion of floating holders in Chapter 9, “Drilling, When fewer than 10,000 pieces are to be tapped, the nesting
Reaming and Related Processes.”) blocks need not be hardened. Another feature is that spare
Floating holder designs are available with a spring-like parts, blank-nesting blocks, locating plates, etc., can be carried
means to center the holder nose with respect to the body. This in stock and stored in the tool crib in much less space than the
places the tap on center at the start of the operation, and then completed fixture unit. Not only do standardized master
radial float occurs if required. A common float range for such fixtures permit simpler and cheaper tooling, but they are
holders is 0.010-0.062” (0.25-1.57 mm), measured from the generally a better quality than fixtures designed especially for
centerline of the holder. single-purpose applications.
Other holders. Tension, compression, and tension/ com- Too much clearance in the nesting block often causes
pression tap holders compensate for infeed variables such as considerable trouble in holding close tolerances; too little
feed/ lead mismatch and no-hole conditions. Other tap holders clearance slows up the feeding of the workpiece to its proper
available provide torque control and quick-change features. position. Thin work must always be supported under the tap so
These holders are similar in design to the tapping spindles and that parts do not bend. Sufficient chip clearance must be
attachments discussed previously in this section. maintained so that chips fall freely outside the fixture. Some
parts can be tapped without clamping by using a thin stripper
Workholders for Tapping plate to hold the part in the nesting block. When parts must be
Jigs and fixtures for tapping are similar to those employed for clamped, it is important that the fixture be self-centering.
drilling. Drilling and design considerations for drilling devices Sometimes at the point of clamping, the variation in different
are discussed in detail in Chapter 9, “Drilling, Reaming and diameters is too great and causes tap damage, especially when
Related Processes. ” the tap is reversed.
Design considerations. A primary consideration in designing Guide bushings. Bushings are generally required for repetitive,
fixtures for tapping is safety because many fixtures are fast close-tolerance tapping. The bushings, similar to those used for
acting and hand fed. Since many air-operated automatic or drilling, provide a bearing surface on which the tap threads ride
semiautomatic fixtures clamp and index in less than 1/ 10 s, just prior to entering the hole.
the importance of safety to the operator cannot be stressed Two types of tap guide bushings are used, both requiring the
too strongly. use of a liner that is pressed into the jig or fixture. One, a fixed
Another consideration is the disposal of chips. The fixture renewable type, is generally used for higher production
should be designed to eliminate the necessity of cleaning it prior requirements in semiautomated or automated operations. The
to locating the next workpiece. The angle of flow for the cutting other, a slip renewable type, is often used on single or multiple-
fluid should be such that the cutting fluid can wash out the spindle machines when the operator must change the bushings
fixture thoroughly, eliminating a cleaning operation. between operations such as drilling, reaming, and tapping.
It would be uneconomical to design an automatic indexing Slip renewable bushings are retained by a lockscrew and can
dial fixture to tap 25,000 pieces for a one-time job. Instead, a be removed easily by simply rotating the bushing. Fixed
hand-fed simple post-type fixture should be used. Many hand- renewable bushings require a Iockscrew or clamp that must be
fed jobs in post-type fixtures run as high as 3000 tapped holes removed to replace the bushing. Lockscrews are normally
per hour. Height of the fixture and the angle of feeding are other recommended to hold guide bushings in position for light-duty
important considerations. Hand-fed fixtures should not be less tapping operations. For heavy-duty operations, round end
than 41 /2“(115 mm) high, and they should be high enough to clamps are usually preferable because they provide a larger
allow use of a chute if the workplaces are automatically ejected. bearing surface against the jig plate.
Operators prefer to feed workplaces from the right-hand side of
the fixture rather than from the front. Operating Parameters for Tapping
Standardization of master base fixtures, with simple nesting Operating parameters that are important for successful
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
tapping include torque and power requirements, cutting speeds, The effect of thread pitch on tapping torque is shown in Fig.
and the cutting fluids to be used. 12-57 for 1 1/2’’ threads with pitches from 6-18 threads per inch.
Tapping torque. Tapping torque is the effort required to Tbe curve shows that the 6-pitch thread requires nearly seven
rotate the tap to cut or form the internal thread in the times the tapping torque of the 18-pitch thread.
workpiece. It is a function of the volume of material to be Tapping torque for producing Ieadscrew nut threads can
moved or removed and is influenced by the effects of chip often be a problem. If the Ieadscrew design is changed to one
accumulation, the cutting fluid used, and other factors. On having multiple thread lead, tapping torque can be significantly
thin-walled large holes, excessive tapping torque can cause reduced. For example, the tapping torque for a 1 1/2—6 nut is
deformation of the workpiece, either by the tap or by necessarily 1450 in.-lbs. The torque for a double-lead 1 1/2 12 nut is 850
high clamping forces, The volume of chips generated can be in. -lbs. For a triple-lead 1 1/ 2—18 nut, the tapping torque is
critical in peepholes orwhere thread finishis critical. only 650 in. -lbs. Muhiple-thread Ieadscrews, however, are
Three thread design factors affect tapping torque: thread difficult to manufacture and should not be specified
diameter, thread pitch, and percentage of thread height. indiscriminately,
Tapping torque is almost directly proportional to thread
diameter forany given thread pitch and thread height percen-
tage. Fimrre 12-56 shows that increasing thethread height from I500 I I I I I I
●
55~85%~oubles the required torque. -
1250 Sharp I I/Z mch taps
-75% thread height
2500 “
1 I ● Designates s!cmdard
I 000
Tapp,ng torque—{nch Ibs. \ thread pitches for
b the I I/Z Inch size
t’ @
750 -
2000 –
/’
@ 500 - \
I 500 — / ‘\._
@ ●-
250 - ~ Tappng torq.e-nch-lbs
/ o~
@
1000 -
Thread pitch-threads per Inch
0. I I I
50% 60% 70% 80% 90’70 where:
Percentage of thread height
M = estimated torque at the tap, in.-lbf
Fig. 12-56 Effect of thread height percentage on tapping torque. K ❑ work material constant (see Table 12-48)
(National Twist Dri/~ C, ❑ tapping condition constant (see Table 12-49)
C.M❑ tap torque factor (see Table 12-50)
Numerous controlled tests of threaded joint strength have
Work material constant, K, gives the energy in inch-pounds
shown that, for standard lengths of engagement, maximum
required to remove one cubic inch of metal under normal
strength is reached when the internal thread height is 557o.
metalcutting conditions. This formula often gives results that
Standard nut engagement length is slightly less than one major
are lower than actual torque requirements, which can be as high
(nominal) diameter. For engagement Iengths of one full nominal
as four times the values calculated.
diameter, maximum strength is reached at 33Yc thread height.
Tap torque can be converted to horsepower by the formula:
Whether the joint is pulled in tension or pushed in compression
and made of soft or hardened internal or external threads, there MN
(6)
is no gain in failure strength by increasing the thread height 63,025
above 55~c with normal engagement lengths,
where:
Tests also show that the torque required for tapping 55%
thread height is only 60-70Yc of that required for 75% thread horsepower
height. This torque difference directly relates to difficulty in torque, in.-lbf
tapping as evidenced by tap wear, breakage, and speed rotational speed. rpm
capability. In general, a tap drill size equivalent to 60-65%
Rotational speed, N, is calculated from the formula:
theoretical thread height provides an adequate factor of safety
to allow for normal variations in drilled hole diameter and ~T ❑ 3.82P’
(7)
roundness and ensures full joint strength. T
12-99
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER12
where: As a tap wears because of too much speed, the quality of the
thread which it produces also deteriorates. Dull taps may
V ❑ cutting speed, sfm
produce torn or rough threads, oversize or undersize threads,
D ❑ nominal tool diameter, in.
and objectionable burrs. Taps which are visibly loaded produce
Example: rough threads; however, even a minute amount of load on the
flanks, apparent only upon very close inspection, results in
Determine the torque for driving a short 3“ diam, 8-pitch
oversize threads.
tap with 75qo thread height in 200 Bhn steel at 40 sfm. From
Tables 12-48, 12-49, and 12-50, CM ❑ 0.003900, K= 350,000,
and Cr = 2.0 (dull tap), therefore: TABLE 12-48
Constants, K, for Various Workpiece Materials
MzKCTC~
to be Used in Determining Tapping Torque
❑ 350,000 x 0.003900 x 2
❑ 2730 in.-lbf
Work Material K
~=~ . 3.82 X 40
350,000
Steel, 200 Bhn
D 3
Steel, 300 Bhn 450,000
= 51 rpm
Steel, 400 Bhn 500,000
16MN Most aluminum alloys 100,000
‘~ ❑ 1,000,000 Most magnesium alloys 60,000
Most brasses 200,000
_ 16x2730x51
❑ 2.23 Leaded Brass 100,000
1,000,000
(National Twist Drili)
This is the shaft horsepower and torque at the machine
spindle or work chuck. Since most machines have a transmission
efficiency of about 859., a drive motor of 3 hp should be
TABLE 12-49
adequate for this tapping job. Drive motor torque requirements
must account for gear or pulley ratios, Constants, Cr, for Determining Tapping Torque
of Various Type Taps
For metric usage, the torque in inch-pound force (in. -lbf) can
be multiplied by 0.113 to obtain newton meter (N . m), and
horsepower (hp) by 0.746 to obtain kilowatts (kW). CT
Tapping speeds. The speed at which a tap is operated can
Tap Type Sharp Dull
directly affect the wear life of the tap and the quality of the
thread which it produces. Selection of the optimum speed is Chip driver (spiral point) 1.0 1.5
somewhat restricted because, in tapping, the feed per revolution
R. H. helical flutes 1.3 2.0
is fixed by the lead of the thread, which eliminates the
possibility of varying feed and speed independently as can be Straight flutes
done with other cutting tools. Shallow holes (taps 1.3 2.0
Excessive speed develops extremely high heat which causes over 1 1/ 2“ diam)
early breakdown of the tap at the cutting edge. It also causes
Taps up to 1 1/ 2“ diam 1.7 2.5
loading or galling which is the welding of small particles of the
and deep hole for
material being tapped to the cutting face or thread flanks of the
Iarwer tam
tap. High cutting speeds restrict adequate lubrication at the
cutting zone and aggravate the problem of chip disposal. (Na[ional Twist Ih-ilt)
TABLE 12-50
Torque Constants, CM x 106, for UNC, NC, UNF, and NF Threads*
12-100
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
The speed which results in the greatest number of holes per operation. It must also take into consideration an evaluation of
tap is not necessarily the optimum speed for the job. It is tap cost compared to total threading cost per piece. Therefore,
possible that operating at a higher speed with some sacrifice of the suggested tapping speeds in Table 12-51 are only a guide to
tool life would be more economical because of the lower be used as the first step toward the ultimate selection of
production time per piece. In other words, a higher tap cost optimum speeds.
could result in a lower tapping cost. Hole depih.r. A hole 1” (25 mm) deep cannot be tapped at the
Determination of the best tapping speed must be influenced same speed used for a hole 1/ 4“ (6 mm) deep. An empirical
by the material to be tapped, physical characteristics of the hole, rule-of-thumb is that the initial speed (assuming that it is
the fixture, holder, machine, and cutting fluid used in the optimum) must be reduced about 5% every time the depth of a
12-101
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
tapped hole is doubled. In other words, if a hole 1/4” deep is Sometimes the fixture used does not support the work
being tapped at a certain speed and is increased to 1/ 2“ ( 12.7 properly while the tap is working, either tapping or reversing,
mm) deep, the speed must be reduced 5V0.The speed must also and this can cause trouble at high speed. To tap efficiently at
be reduced in relation to a coarser pitch and to the material high speed, the fixture must not only support the work but keep
being tapped. it from shifting.
Perceruage of/bread. The percentage of thread is related to Tapping cannot be done as fast horizontally as vertically,
the speed at which a tap maybe operated, but the relationship is depending upon whether the tap or workpiece is rotated. The
not clear cut. Obviously a 5090 thread, regardless of the principal reason for this is that the chips cannot be disposed of
workpiece material, maybe tapped at a much higher speed than as rapidly and there is always the danger at high speed of the
an 80 or 100% thread. This again is governed by the amount of chips reversing themselves with the tap and loading it rapidly.
material removed,. The more material removed per revolution, When tapping is done vertically, this problem is not so serious if
the more heat is built up in the tap per revolution. the proper style of tap is used.
Mechanical factors affecting tapping speed. The rigidity of When all conditions are correct for efficient tapping, the life
the spindle. condition of the machine, running trueness of the of a tap at high speed is generally greater than at low speed, but
tap, cutting fluid used, type of fixture, style of tap, and width of excessive speeds cause more rapid wear. A tap that is operated
lands in the tap all have some relation to the speed of the tap. at its critical speed operates at its maximum efficiency and cuts
The rigidity of the spindle is very important. If a tool is more tapped holes between grinds.
permitted to wobble and float, the cutting tool cannot be It maybe possible to increase the speed on the tap reversal to
operated at its maximum efficiency. The condition of the double that of the tapping speed, for example, tapping in at a
machine has some bearing on the speed at which a tap may be speed of 1000 rpm and tapping out at 2000 rpm. If a tap is
operated. Loose slides or turrets can cause trouble after power reversed at high speed and is not held rigidly, it has a tendency
is applied and the tap has entered the hole and has started to cut. to cut backward and is soon ruined.
Again, if the tap does not run true with the axis of the spindle, it In general, the harder the material, the slower the tapping
starts tapping straight and then has a tendency to move at a speed. When there is a combination of hardness and toughness
slight angle, requiring the use of floating holders. such as is usually found in heat-treated nickel-steel alloys, it is
generally advisable to tap in two separate operations, roughing
TABLE 12-51 and finishing, if this processing is cost effective.
Suggested Starting Speeds for Tapping Speeds forforrning taps. When a proper cutting fluid is used,
Various Materials with Solid HSS Taps the speeds for forming taps can generally be twice those for
Material to Cutting Speed, cutting taps.
be Tapped sfm (m/rein) Cutting fluids for tapping. While a few materials, such as
Aluminum alloys 40-150 (12.2-45.7) plastics, are tapped dry or with an air jet, the use of a proper
Bakelite cutting fluid is an important factor for successful tapping of
50-70 (15.2-21.3)
Copper alloys: most materials. A comprehensive discussion of functions,
Brass, free machining types, application methods, filtration, and maintenance of
90-150 (27,4-45.7)
Copper, free machining cutting fluids, as well as recommendations for tapping various
50-80 (15.2-24.4)
Bronze, aluminum silicon 50-80 ( 15.2-24.4) materials, is presented in Chapter 4 of this volume, “Cutting
Bronze, aluminum 10-50 (3.0-15.2) Fluids and Industrial Lubricants, ”
Bronze, manganese 50-80 ( 15.2-24.4) Lubricating properties of the cutting fluid can be as
Bronze, phosphor important, or more so, than the cooling properties for tapping
20-60 (6. 1-18.3)
Cast irons: operations. No one cutting fluid is efficient and economical for
Ductile 20-50 (6. 1-15.2) all tapping operations; several different types are necessary for
Gray 70-100 (21 .3-30 .5) tapping different materials. Heavy-duty sulfur-based oils or
Malleable 25-60 (7.6-18.3) chlorinated sulfur-based oils have been found to be highly
Pearlitic 20-50 (6.1-15.2) successful for tapping most steels and cast irons. Good results,
Magnesium alloys 90-160 (27.4-48.8) however, are being obtained with heavy-duty soluble oils for
Plastics: tapping free-machining and low-carbon steels, as well as most
Thermoplastic 50-100 (15.2-30.5) cast irons. Soluble oils or mineral oils are satisfactory for
Thermosetting 50-100 (15.2-30.5) tapping most nonferrous metals.
Steels: The manner in which the cutting fluid is applied to a tap is
Free machining very important. An ample volume of fluid under sufficient
40-80 (12.2-24.4)
Low carbon (to 0.25%) 40-60 (12.2-18.3) pressure is necessary to ensure that the fluid reaches the cutting
Medium carbon (0.30-0.60%) 35-55 (10.7-16.8) zone. For horizontal tapping, the fluid should fill the hole and
High carbon (over 0.60%) 25-35 (7.6-10.7) assist in removing the chips. Good filtration of the fluid is also
Hardened (0.30-0.60%) 30-40 (9.1-12.2) critical for successful tapping.
Alloy 10-35 (3.0-10.7) Surface treatments of taps, discussed earlier in this section,
Tool and die 10-25 (3.0-7.6) provide built-in lubrication and/ or wear resistance which can
Stainless 10-35 (3.0-10.7) improve tap performance and decrease the tendency of the tap
Titanium alloys 10-40 (3,0-1 2.2) to load, smear, or gall when tapping ferrous metals. Oxide
High-temperature alloys 5-15 (1.5-4.6) treatments or combination treatments that include oxide are
Zinc alloys 60-150 (18.3-45.7) generally preferable. The addition of solid lubricants, such as
Powdered metal parts 50-70 ~15,2-21.3j molybdenum disulphide, may also improve tap performance.
12-102
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CHAPTER 12
TAP RESHARPENING
– 5°
F7’i7T7 \
~’ ‘breads *
Fig. 12-58 Number of threads chamfered on taps for different chamfer angles. (Cleveland 7’wis~Dri//)
Tap Resharpening
To obtain maximum wear life from taps, the taps should be
resharpened at the first indication of dullness. Dull taps can cut
incorrect thread sizes, require more power, produce rough
threads or tap breakage, and slow production. Dullness can be
detected by an increase in required torque during hand tapping
or a reduction in quality of the threads produced during
machine tapping.
Chamfer grinding. Taps are often resharpened by grinding
only the chamfered portion (point). In cases ofextreme wear,
however, grinding the cutting face (called flute grinding) is also
necessary. Although chamfer grinding can be done by hand,
hand grinding is not as accurate as machine grinding.
On some chamfer grinding machines, thetapisheld at the Fig. 12-59 Positioning of wheels for flute grinding of taps.
desired angle in a collet or between centers. The high point of
the chamfer on one land is located, and then relief is ground on For grinding the flutes of HSS taps over 1/ 2“ diam, vitrified-
the chamfers of all lands by a cam action. bond aluminum oxide wheels of 60-80 grit size and K hardness
The original chamfer relief angle of a tap is generally followed are recommended. For taps 1/ 2“ or smaller in diameter, rubber-
in resbarpening, but this can be varied to suit different bond aluminum oxide wheels of 60-80 grit size and P hardness
workpiece materials and operating conditions. Conventional are suggested.
chamfer angles and the number of threads chamfered are shown Sharpening taper pipe taps. The information just presented
in Fig. 12-58. Chamfer relief for most workpiece materials and relative to sharpening straight thread taps is equally applicable
operating conditions should be between 4 and 6°, The diameter to taper pipe taps except that cutting face (flute) grinding is
at the small end of the chamfer should be at least 0.005” (O.13 always necessary. A few chipped threads on taper pipe taps do
mm) smaller than the hole to be tapped. not mean that the taps are of no further use; however, the
Good results are being obtained by grinding the chamfers of chipped threads should be removed. This does not impair the
HSS taps with vitrified-bond aluminum oxide wheels having a performance of the tap and, in some cases, may even improve it.
60-80 grit size and K hardness.
Flute grinding. When taps are being sharpened along the
cutting faces of the lands, the grinding wheel should conform as Tapping Applications
closely as possible to the original flute shape. Then, with the Applications of tapping are so diversified that only a few
wheel in the position shown in Fig. 12-59, the cutting edges can examples can be cited here because of space limitations.
be restored to their correct angles when the flutes are ground. Production rates vary widely depending on the workpiece,
The grinding wheel must be offset to generate any required rake manufacturing requirements, and the machines and tools used.
or hook angle. Tapping in two or more operations. Although it is more
While a skilled operator can grind tap flutes by hand, economical to tap in one operation whenever possible, two
machine or fixture grinding is recommended for greater factors exist that sometimes make it more economical to tap in
accuracy and uniformity. One method consists of mounting the two or more operations. The first factor is the depth of the hole
tap between centers on a tool grinding machine and traversing and the closeness to the bottom, where these considerations
the tap under the wheel. Accurate indexing is essential. may not permit sufficient chip room either in the hole itself or in
Machines are available to grind the angular flutes of spiral- the flute of the tap. The second factor is that some of the various
pointcd taps. The spiral point should extend one to two threads grades of heat-treated alloy steels are very hard and brittle and
beyond the chamfer. highly abrasive, while others are very rough. All these alloy
12-103
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
TAPPING APPLICATIONS
steels dull the tap very quickly, making it difficult to maintain Thread relief All teeth on a taper pipe tap are usually radially
an accurate tapped hole unless the work is done in two relieved to provide cutting relief. Without such relief, the thread
operations, radius would increase across each land due to the taper, thus
It is good practice to use a special undersized tap for the causing thread flank interference and galling. A narrow portion
roughing operation and a standard tap for the second operation. of the land is sometimes left unrelieved to stabilize taper pipe
To do this economically and efficiently, the first tap should be taps used for workpiece materials that are too free cutting.
0.010-0.0 15“ (0.25-0.38 mm) undersize. This gives the finishing Stop marks. When a tapered thread is produced by tapping,
tap a chance to take hold and cut metal instead of merely workpiece material is removed by a series of tap teeth that
rubbing the previous threads out. It also gives the finishing tap a increase the thread diameter in distinct steps. As the tap is
chance to correct any errors that are left by the roughing tap. If reversed and withdrawn, the thread shows prints of the final
the finishing tap does not have sufficient metal left to tap, it positions of the tap teeth. Helical-fluted taps can be used to
merely follows the first tapped hole and does not correct any disguise stop marks by arranging them along a helix, which
errors such as lead, bellmouth, and poor threads. It is also very makes them less obvious than the usual straight line. Stop
important when tapping in two operations that the first marks cannot be eliminated from tapped taper pipe threads
operation with an undersized tap be just as accurate as the except by another operation after tapping.
finishing operation. Holes for tapping taperedpipe threads. Common practice in
Many jobs that are done in two operations could be tapped in producing holes for tapping tapered pipe threads is to use
one operation if the drilled hole were deeper, allowing use of a straight tap drills. Such drills must be small enough to leave
longer chamfer or spiral point on the tap and providing more enough full-form threads to produce a pressure-tight joint. As a
chip space. This is a common fault, especially since, in many result, nearly all of the tap teeth must cut full-form threads as
cases, sufficient room exists to drill a deeper hole. The cost of soon as they engage the workpiece. The tap must also remove
drilling a hole slightly deeper is very low in comparison with the sufficient extra material to generate the tapered minor-diameter
saving in tap problems. Trouble is often encountered when cone of the internal thread.
deep, blind holes of some pitches arc tapped with a coarser pitch Tables 12-52 and 12-53 indicate the proper tap drill sizes for
tap. This is due to the amount of material removed for the same standard NPT and NPTF fittings which will ensure that full-
diameter of the tap. For instance, a much deeper hole can be form threads engage the small end of the external thread minor
tapped in one operation with a 1/4—28 tap than with a 1/ 4—20 diameter, Smaller holes only increase the difficulty of tapping
tap. Also, a much deeper hole can be tapped when only 50% with no benefit in joint strength or pressure-tight sealing. Users
depth of thread is cut than when an 80% depth is cut. This, of of taper pipe taps must, however, carefully determine the length
course, is due to the volume of metal removed, which must be of engagement required by the designer of the fitting. Some
confined either in the flute of the tap or ahead of the tap, unless designs call for longer effective thread lengths, and smaller tap
it is pulled out of the flute by a spiral or high-spiral-fluted tap. drill sizes may be required.
The grade of steel is an important factor in tap trouble, since The volume of chips that must be removed can be reduced by
many heat-treated alloys dull a tap very quickly even though drilling and then partially taper reaming the hole prior to
sufficient room exists for chips. When close tolerances must be tapping. This procedure reduces the load on the tap and may
maintained on these steels, it is far better to use an undersized lengthen its life because the tap teeth do not cut full-form
tap for roughing and a standard tap for finishing, because threads until the thread is nearly completed. Also, it is usually
maintaining size is difficult if the tap is even slightly dulled. found that taper reaming improves the quality of the threads
When blind holes are tapped in two operations, the hole tapped. Taper reaming, however, adds the cost of another
tapped in the first operation must be at least one half to one operation and is generally not used unless required for high-
thread deeper than the one tapped in the second operation, so quality threads. Also, taper reaming of materials that work
that the finishing tap does not have to remove a large amount of harden easily can make ta er pipe tapping more difficult.
metal when it reaches the bottom of the tapped hole, It is also Tapping special threads, L The tapping of some special thread
important that the finishing tap have a shorter chamfer than the forms used for fastening generally present no problems. Tapping
roughing tap. Confining the cutting action on a few teeth for of some thread forms (such as square, Acme, and buttress) used
finishing makes it easier to maintain size and resharpen the tap. to translate motion, however, can be troublesome. This is
Tapping pipe threads.’d The tapping of straight pipe threads because the inchrded angles of these thread forms are much
is similar to the tapping of screw threads except for the smaller and the taps must remove considerably more metal
limitations imposed by the sharper thread roots and crests and compared to the tapping of 60° threads.
the fact that the tapped thread percentage may be as high as Many taps used to successfully produce thread forms having
100~0 for full-form threads. While these requirements may small included angles are specials tailored to the specific
cause some difficulties, the fundamentals of tap operation for application. When possible, such taps have longer chamfers to
pipe threads are the same as for screw threads. spread the cutting load over more teeth and reduce the
Tapered pipe threads. A cause of trouble when tapered pipe possibility of breakage. Another solution is to use a series of two
threads are tapped is that the depths of cut are small. or more taps to thread the hole (see the preceding discussion
Consequently, a small amount of dulling of common pipe taps “Tapping in two or more operations”), The problem of
can cause deformation of the workpiece and a wedging action providing sufficient flank relief on such taps is frequently solved
rather than a cutting action, thus resulting in chipping upon by increasing the top relief.
reversal of the taps. To hold close tolerance requirements, such taps are often
Interrupted-thread taps. Chip thicknesses on taper threads piloted. One method of piloting involves providing an integral
can be doubled (or nearly doubled if a change in the number of or interchangeable pilot on the tap to fit the hole being tapped.
flutes on the tap is necessary) by the use of interrupted-thread, With this method, however, pilot support terminates before the
taper pipe taps discussed previously in this chapter. hole is completely tapped. For closer tolerances, an outboard
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CHAPTER 12
TAPPING APPLICATIONS
TABLE 12-52
Suggested Twist Drill Diameters for Pipe Threads
Taper Thread
Nominal Straight
Pipe With Use of Reamer Without Use of Reamer Pipe Thread
Size Twist Drill Diameter, in.
1/16 0.240” 0.246* 1/4 0.250”
1/8 21/64 0.328* 0.332* 11/32 0.344*
1/4 27/ 64 0.422’ 7/16 0.438* 7]16 0.438*
3/8 9/16 0.562* 9/16 0.562* 37/64 0.578*
1/2 11/16 0.688* 45/64 0.703* 23/32 0.719*
3/4 57/64 0.891* 29/32 0.906* 59/64 0.922*
1 1 1/8 1.125* 1 9/64 1.141* 1 5/32 1.156*
1 1/4 1 15/32 1.469 1 31/64 1.484 1 1/2 1.500
1 1/2 1 23/32 1.719 1 47/64 1.734 1 3/4 1.750
2 23/16 2.188 2 13/64 2.203 2 7/32 2.219
21/2 2 19/32 2.594 25/8 2.625 221/32 2.656
(Morse Cutting Tools)
* American Standard twist drill size.
TABLE 12-53
Suggested Twist Drill Diameters for Dryseal Pipe Threads
support can be provided for the pilot, or a pilot hole, smaller in When the pitches of the external and internal threads are the
diameter than the hole to be tapped, can be drilled in the same, the internal thread can be produced with either a solid
workpiece. When more than one tap is used, all taps after the tap or an adjustable tap rigidly held to the die head (see Fig.
first generally use a threaded pilot designed to fit the incomplete 12-60, view a). In such cases, an adjustable stop is provided to
thread left by the previous tap. locate the top properly in relation to the die-head chasers. In
Combining tapping with die-head chasing. Productivity can instances in which it is necessary to provide enough axial float
sometimes be improved and costs reduced by performing to eliminate shaving due to incorrect feed or to extend the travel
external and internal threading simultaneously with one permitted by the machine, the entire head can be made to
combination tool. To accomplish this, both threads must be float (view b).
concentric and of the same hand. The diameter of the internal When the pitch of the external thread is coarser than that of
thread must also be in reasonable proportion to that of the the internal thread, it is common practice to allow the tap and
external thread. With HSS taps and chasers, the ratio of the holder to float to the rear of the die head as they advance on the
pitch diameters should not exceed about three-to-one for workpiece (see Fig. 12-61). The amount of float must equal the
optimum performance. The ratio can sometimes be increased differential in lead between the external and internal threads for
by using carbide chasers. With a thin wall between external and the number of revolutions during which the tap is cutting. An
internal threads, however, the closer the diameter ratio, the adjustable stop is provided to position the tap so that when the
better. The ratio of the relative lengths of the threads may also spindle reverses, both threads are of proper length.
be important with respect to practical limits of die-head Tapping difficult-to-machine materials. Workpiece material
construction. is an important factor in proper tap selection and operation.
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CHAPTER 12
TAPPING APPLICATIONS
III ‘‘r~,~ II
It
,,
Rearward floatng
top holder
m
straight-fluted taps are usually satisfactory. Chamfer lengths
should not exceed three to five threads, and the taps should be
resharpened frequently to maintain sharp cutting edges.
Surface-treated taps have proven helpful for some applications.
Workplece
Tapholde!
I I I+///d compression spring
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CHAPTER 12
TROUBLESHOOTING IN TAPPING
TABLE 12-54
Tapping Problems and Possible Solutions
Oversize or bell-mouth threads Resharpen or change tap. Correct tap-to-hole alignment. Check for loose spindle or worn
holder. Decrease cutting speed. Check size and roundness of starting hole.
Undersize threads Resharpen or change to oversize tap. Increase cutting angle and change chamfer angle. Reduce
cutting speed.
Excessive tap wear Use surface-treated tap. Correct tap-to-hole alignment. Increase chamfer length on tap. Use a
harder tap, Decrease cutting speed. Increase flow of cutting fluid or change type.
Overheating of tap Increase flow of cutting fluid or change type. Resharpen or change tap. Decrease cutting speed.
Reduce width of lands on tap.
Chips clogging in flutes Increase flow of cutting fluid or change type. Increase chip space in tap flutes, use tap with
fewer flutes, or if tapping blind holes, use deeper starting holes when possible. Change tap
geometry: increase chamfer, reduce land widths, and change cutting face angle. Use surface-
treated, spiral-fluted, spiral-pointed, or form taps. Tap workpiece in inverted position if
possible or eject chips by air or hydraulic pressure.
Tap sticking or binding Increase diameter of starting hole. Reduce width of lands on tap. Change cutting face angles.
Increase flow of cutting fluid or change type. Use surface-treated taps.
Chipped or stripped tap threads Correct tap-to-hole alignment. Use a tap with lower hardness. Resharpen tap; check
sharpening method. Increase chip space in tap flutes or use tap wth fewer flutes. Increase flow
of cutting fluid or change type.
Tap breakage Resharpen or change tap; check sharpening method. Increase diameter of starting holes and
depths of blind holes. Correct tap-to-hole alignment, Change type of tap. Increase flow of
cutting fluid or change type. Chip clogging: see suggested solutions. Reduce overhang of tap if
possible, For hard workpiece materials: anneal workpiece material before tapping, reduce
speed, lengthen chamfer length, or use taps with more flutes.
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CHAPTER 12
t-t’’’’”’”
I I ~,eorance
t--:”:l ~length~
t--l
Dmmeter
Thread
hole
&
—— length
_-
Flute
Adlustlng / Recess
Short - long toper
chamfer
——
chamfer ~
Nose
-TI-i /-- -. -
dlometer - - {
,.,..,.e
-—— $!=
Rear R Front
face face ~ ~’””’ I I I
Minor diameter / I I I Minor diameter
Fig. 12-63 Nonadjustable, solid, square die for use in hand stock or Spring die
machine die holder.’g
Th[ckness
IT H
Adlustmg
nd
Short
long
chamfer
hamfer
Clearanc
Rear hole
Front face Springdle holder
face
MIIO
Pitch diameter
MoIor diameter =&l Fig. 12-65 Spring die and die holder for producing external threads.”
THREAD MILLING
Thread milling is an established method of producing
accurate threads in both small and large quantities. With proper
rig. 12-64 ,I$ound adjusting die is available with screw or open work preparation and rigid workholding and supporting means,
adjustment. accurate threads can be economically produced in true relation
to a specified surface on the work.
function like a collet chuck. As the outer nut or cap on the Accurate threads can be produced and pitch diameters held
holder is tightened, pressure is applied to the tapered nose of the closely with a surface finish of about 55 win. (1.4 pm). Lead
die, causing the threaded sections to move inward. errors can be held to 0.001 in. / in. (mm/mm), and spacing errors
on multiple-start work can be held within 0.0003-0.0004
Applications of Solid Dies (0.008-0.010 mm). Long screws and multiple-start work may
Solid dies are not used as extensively as other tools for require rough and finish cuts, with a stress-relieving period
producing external threads. A major disadvantage for produc- between cuts, to overcome distortion. The threads are produced
tion threading is that the dies must be retracted from the by conventional thread milling and planetary thread milling.
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CHAPTER 12
THREAD MILLING
the work. The cutter head is mounted on the cross slide and
swivels through a 180° arc to accommodate any helix angle of
thread, either right or left-hand.
Either a single or multiple-thread milling cutter is used for
producing the thread. lf the single cutter is used, the cutter must
traverse the work or the work must traverse the cutter for the
full length of the thread. The cutter head is swiveled to the helix
angle of the thread, and the center of form on the cutter must be
(spaced if necessary) on the exact pivot center of the swivel head
(see Fig. 12-66). When the thread permits the use of a multiple-
thread milling cutter, the spindle is set parallel to the work axis
(see Fig. 12-67). If the thread is long or the pitch is coarse, an
outer support should be attached to the spindle to prevent the .12-66 Milling a worm thread with a single-form cutter.
cutter’s springing away from the work. The use of the multiple
cutter is the fastest and most economical way to mill threads.
With this type of cutter, the workpiece rotates 1,10 revolutions.
Tapered threads or threads with varying root diameters can
be milled if the machine is equipped with a taper attachment.
Attempting to produce such a thread with a tapered multiple
cutter without the attachment results in a thread with a step
because the feed is parallel to the work. For multistart threads,
an index mechanism is provided for indexing the work spindle
on single-point thread milling machines. Indexing is not
necessary when multiple-thread milling cutters are used, unless
it is necessary to get close to a shoulder.
Accuracy and finish being a major requirement, the method
of holding and supporting the work is important. Fixtures must
be rigid, locating workplaces from surfaces with which the
thread is to be concentric. Work should be collet or chuck-
driven in preference to using a dog drive. The latter tends to
permit vibration which affects the finish and production.
The conventional thread-milling machine is equipped with a
rigid tailstock that is adaptable either to a center for standard- Fie. 12-67 Conventional setutr for milling external threads with a
length work or to an enveloping bushing for extra-long shafts. m&iple-fOrm cutter.
Other equipment, such as a follower rest or steady rest, is
available and is used based on the type of work. In addition,
some machine tool builders offer an optional bobbing attach- I
ment for cutting splines and gears (see Chapter 13, “Gear and
Spline Production”).
Production machines. In the production-type machine, the
conventional Ieadscrew is replaced by an accurate master screw Internal
thread
that rotates with the spindle and by a stationary segment or cam
milllng
arrangement. Each lead or pitch requires a separate screw and attachment
segment or cam. Some machines use an adjustable sine bar to
obtain a wide variety of leads. The floating work spindle rotates
and advances, producing the required helix. These machines are
semiautomatic, the work being plunged into the nontraveling,
rotating cutter by a cam. The infeed rate is controlled by change Work CIXISand cutter
spindle axis are
gears. The workpiece rotates 1.10 revolutions, then backs out of
parallel
the cut, and the machine stops automatically for unloading
and loading.
In the machine illustrated in Fig. 12-68, work is held in a
collet, chuck, or fixture, and multiple-thread cutters are used Fig. 12-68 Conventional setup for milling internal threads with
for both internal and external threading. Milling circular multiple-form cutter.
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CHAPTER 12
THREAD MILLING
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CHAPTER 12
THREAD MILLING
Milling
-L
external
~
threads
-.
~~
Work rotation for
regular threod mlllmg
(cutter rotates n
>. f[xed posltlon)
“(7-?9N’ingi
I
pture(uryl
,1 -----
11
//l\\ ‘\’z:L”
c B c B
Fig. 12-71 Multiple-thread milling of internal and external threads: A is the starting point of infeed contact, B is the end of infeed with the cutter at
depth, B-C is the overlap cut after a full 360° revolution, C is the starting point of the outfeed, and D is the end of cutter engagement with the thread.
Cutter rotation in relation to feed is shown for conventional milling; for climb milling, cutter rotation in relation to feed would reverse. (Harrson-
Whitney Co.)
Taper threads, while slightly more complicated, can also be Multiple-thread milling cutters. These tools have a series of
cut on NC/ CNC machines. When tapered, multiple-thread annular rows of teeth with form and pitch but no lead. They are
milling cutters are used, the program must provide a radial form-relieved in either solid (shank) or arbor (shell) type. The
outfeed from the depth of thread engagement at a rate matched length of these cutters must be two pitches longer than the
to the taper. This is necessary to prevent a step at the end of the required thread or it will be necessary to increase the number of
cut where the thread grooves meet and match into the helical revolutions, usually 1.10, of the work spindle so that full thread
path of the thread. form is obtained across the face of the work.
Conventional milling consists of having the workpiece rotate Thread-milling cutters are supplied with a straight or spiral
while the cutter is fed to depth. Threading can also be done by gash. The spiral gash gives a progressive cutting action along
planetary milling, with the cutter moving in the circle of the the teeth, thus reducing the possibility of vibration and chatter.
thread to be cut while the workpiece remains stationary. When This type of cutter is recommended for coarse pitches and
either method is used, it is important that the cutter and longer thread lengths in external milling applications; it can be
workpiece be firmly supported. The cutter itself, whether shell run at higher speeds than the straight-gashed cutter. Straight-
or shank type, must run concentric and true so that each cutting gashed cutters are most economical for external threads with
land takes an even share off the load. While these factors are short lengths and finer pitches, and are recommended for most
considered in the design of specialized multiple-thread milling internal threads where the tooth passes through a longer angle
machines, their importance could easily be underestimated of contact, eliminating the interrupted cutting action that may
when setting up for multiple-thread milling on more general- occur on external threads.
purpose NC/ CNC machines. The multiple cutter should not be used on external threads
having a helix angle greater than 3 1/ 2° or internal threads
Thread-Milling Cutters having a helix angle greater than 2 1/ 2° unless the cutter
The single-point thread milling cutter is necessary for coarse manufacturer has the design capability to correct the cutter for
pitches or in situations in which the length of thread to be milled flank interference in the workpiece resulting from higher helix
is too great for a multiple cutter. When the cut is extremely angles. Threads with higher helix angles, which are conven-
heavy and a large amount of metal is to be removed, chipbreakers tionally milled with disc-type cutters, can be milled with
and staggered teeth are often included in the cutter design. multiple-thread cutters having corrected thread forms. Threads
Single-point thread milling cutters. These are made solid with helix angles in the 5-15° range have been successfully
(shank-type) or arbor type, and either profile-sharpened or milled with corrected cutters.
form-relieved.
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CHAPTER12
THREAD MILLING
milling. Tbe cutter mills only the flanks and root, whereas a
topping cutter mills the flanks, root, and crest diameter,
producing a thread having concentricity between major, minor,
and pitch diameters. The normal amount of stock allowed is
usually not in excess of 0.010” (0.25 mm) on the diameter of the
workpiece. Topping cutters are not recommended unless abso- ody
lutely necessary since they limit the adjustability of pitch
diameter relation and also add to deflection of the tool by
cutting forces. —.
Multiple-thread milling cutters may also be designed to
remove the imperfect thread either from one end or, if
necessary, from both ends. Tolerances on the various elements ion of the
of multiple-thread milling cutters are given in Table 12-55. r body
TABLE 12-55
Multiple-Thread Milling Cutter Tolerance Chart, 4 to 80 Threads per Inch, Topping and Nontopping’s
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CHAPTER 12
THREAD MILLING
Form-relieved cutters require grinding on the cutter face 5-10°; alloy steels, 5-7°; cast iron, 0-3°; bronze, 0-3°; and
only. This should be done with the straight side of the wheel for aluminum, 8-22°.
straight-gashed cutters and with the angle side of a dished wheel Straight-gashed cutters are indexed for grinding by the use of
for spiral-gashed cutters. a master plate or by bringing the back of the cutting land against
The rake angle, marked on the cutter by the manufacturer, an adjustable index finger. If the latter method is used, the
must be maintained to avoid modification of the thread form. backs of the lands need to have been originally ground from the
Rake angles vary with the type of material and its hardness at cutting face.
the time of thread milling. The following ranges of rake angles When spiral-gashed cutters are sharpened, an accurately
are considered satisfactory for normal conditions: mild steel, ground master guide, having exactly the same lead as the gash
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CHAPTER 12
THREAD MILLING
and the same number of equally spaced gashes as the cutter, Variables such as machinability, cutter speed, depth of cut,
must be used. hardness, and number of pieces to be milled, however, prevent
Automatic sharpening equipment provides accurate gash any specific recommendation. Detailed information on cutting
indexing and also provides the means to obtain the proper fluids and an application chart maybe found in Chapter 4 of
setting for spiral-gashed cutters. this volume, “Cutting Fluids and Industrial Lubricants. ”
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CHAPTER 12
THREAD GRINDING
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c HAPTER 12
THREAD GRINDING
Fig. 12-75 Universal thread and form grinder: (1) workhead housing;(2) work spindle (3) wheel-slide cradle; (4) hood; (5) grinding wheel; (6)tailstock;
(7) machine-table slide; (8) work-speed settings; (9) electric controls; (10) lead control; (11) lead pickup and backlash compensator; (12) wheel-setting
and feed control. ( Ex-Cell- O Corp. )
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CHAPTER 12
THREAD GRINDING
Wheel- dressing compensator. This device enables the wheel structurally similar to the lead pickup, by which the several
to be dressed without altering the work size. In the act of starts of multiple threads may be spaced. Indexing for limited
dressing the grinding wheel, it readjusts the distance between and specific numbers of starts can be accomplished on some
work axis and the wheel axis to compensate for the lessened machines by disengaging the spindle-drive gear, indexing the
diameter of the grinding wheel that exists after dressing. Wheel spindle the proper amount (generally marked on the spindle
dressing may therefore be accomplished without changing the flange), and reengaging the spindle-drive gear. Index plates for
previous setting of the wheel-infeeding or work-size control. a specific number of thread starts are available for attaching to
Backlash compensator. This device permits the reversal of the face of the work spindle. Equipment is also available for
wheel traverse axially along the work without interrupting the automatically indexing multiple-thread work.
cutting contact between wheel and work, allowing grinding to Lead compensator. This device minutely increases or
be accomplished in both directions of work rotation and wheel decreases the lead or pitch of the thread ground on the work in
traverse. Compensation for backlash is made in the leadscrew relation to the nominal value thereof. It can be used to
driving train. It causes the grinding wheel to track the same in compensate for the linear coefficient of temperature expansion
either direction of table traverse, thus eliminating the idle return in the event that the workpiece is to be inspected or used at a
movement between grinding passes otherwise necessary. temperature differing from. that at which it is ground. Such a
Whee/ retract. This device may be operated either manually device may also be used to compensate for known lead error in
or automatically and has two principal purposes: the machine leadscrew, This feature is commonly found in
highly precise machines used for gage grinding. On machines on
1. To retract or withdraw the wheel from cutting contact which lead changes are obtained through gearing, it is possible
with the work during an idle return stroke, as when to compensate or vary the lead in increments of 0.0001” (0.003
grinding in one direction of traverse only. mm) through pitch-change gears.
2. To retract or withdraw the wheel from cutting contact
Taper attachment. This device, applicable to a thread-
with the work, as after a final cutting traverse in which the
grinding machine for grinding tapered threads, is similar in
work was brought to size. When so used, the setting of the
purpose to comparable devices used in connection with lathes
size-control wheel need not be disturbed and the wheel
(see Chapter 8, “Turning and Boring”).
infeed required for successive passes over the work may
Relieving or back-off attachment. This device adapts a
be accomplished through step-by-step advances of the
thread grinding machine to relieve or back off straight or taper
retracting mechanism, which determine the amount of
taps or bobs having any number of straight or spiral flutes. The
stock to be removed in successive passes of the wheel.
amount of relief maybe varied and may start at the cutting edge,
Automatic wheel infeed. After each traverse, the wheel is as is customary on bobs and taps, or relief may start at a
automatically advanced by the amount to be removed in each predetermined distance back from the cutting edge, as is
successive pass. Preferably the infeeding movement preceding required when con-eccentric taps are ground.
the final pass is less than the preceding movements enabling an No-ieadattachment. The no-lead attachment maybe used for
improved finish and more accurate dimensions to be imported grinding a succession of identical no-lead forms on a workpiece,
to the work. such as thread forms either on a thread-milling hob or on a roll
Dresser control. This contl OIS the infeed of the dresser for crushing the desired form on a multiple-rib grinding wheel.
toward the grinding wheel to determine the amount that is to be This attachment usually operates in conjunction with the lead-
removed at the next dressing of the grinding wheel. When a change gears and the standard machine leadscrews. When in
wheel-dressing compensator is used, the dresser control is tied use, the grinding wheel is fed to a predetermined stop in each
in with the wheel infeed. position; after a few revolutions of the work to finish the cut, it
Pass or piece counter. This counter automatically interrupts can be retracted and the table indexed with the no-lead
the normal production cycle of the machine after a predeter- attachment. Grinding and indexing are continued until the last
mined number of wheel passes, or after the completion of a groove is ground. The indexing movement may be performed
selected number of workpiece cycles, to dress the grinding either manually or automatically.
wheel. After the wheel is dressed, this device causes the machine Automatic work handiing and gaging. Various devices and
to resume its normal cycle. attachments are available for automatically loading the work
Lead pickup. This device alters the relation between work between centers or in chucks or collets, and for removing the
rotation and axial traverse thereof, as is necessary when the work from the machine after thread grinding. Automatic
grinding wheel must accurately engage a preformed thread on a gaging falls into two categories: in-process gaging, wherein the
workpiefie. [Jsually such a device is actuated by a control wheel work is gaged during the grinding process, and post-process
which may be manually turned to register the preformed thread gaging of the work after grinding, wherein signals are sent to the
with the wheel (thread matching) while the latter is being fed machine for automatic adjustments to bring the work within the
into grinding position for the first time. A substitute or required tolerance.
auxiliary device for aiding in performing the function is a Grinding j7uid temperature control. This device relates the
separate bench-mounted thread-matching device in which temperature of the work to the temperature of the Ieadscrew of
rough-threaded work blanks may be placed on centers in the thread grinding machine by means that control the grinding
predetermined relation to a thread pickup finger and the driving fluid temperature. It permits the lead-compensating device to
dog clamped in relation to this finger. The blank is then held in be adjusted to correct for any unavoidable difference in
thread-matching relation to the grinding wheel when the temperature between the work and the leadscrew. Such precau-
dogged piece is transferred into the grinding machine. Dogging tions become increasingly important when the length of the
each blank in thread-matching relation may be done by the work is increased, as in the manufacturing of precise machine
operator while another workpiece is being ground. tool Ieadscrews.
Muhistart index. This device frequently forms a part of or is With such a device, high production can be maintained on
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CHAPTER 12
THREAD GRINDING
Thread-Grinding Wheels
The grinding of threads requires a grinding wheel with a
cutting periphery of such form that it will transfer the desired
thread form to the work. The wheel maybe of the single-rib type
(see Fig. 12-78, view a) in which the rib of the wheel must
completely traverse the length of the thread, or it maybe of the (c)
multirib type (view b) which is especially convenient for
grinding a thread that is approximately one pitch longer than
the face width of the wheel. In the latter instance the grinding
wheel may be plunged to within a few thousandths of an inch
(about 0.07 mm) of its entire depth before rotation of the work
is started, the remaining infeeding of the wheel being completed
in the fh-st fractional rotation of the work. The work rotates
only one complete revolution while traversing one thread pitch
to generate the complete length of thread, as in thread milling.
In practice, however, a fractional overtravel is allowed at both (d)
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CHAPTER 12
THREAD GRINDING
TABLE 12-57
Grinding Wheel Specifications for Thread Grinding
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CHAPTER 12
THREAD GRINDING
.+.
:,..,.,:
.,.. ..:-
,? ,,,,.
trueing the wheels. If vitrified wheels are used, either the
diamond or crushing method may be applied, the latter being
,
.:.::<.
.
.,$,...,. Work
,., .’:
.,, Work
‘. . . .... Wheel-Dressing Devices
,.: ,’. ,,, ..’ . -,”” Wheel
;.- ..” Wheel .. ... . Wheel-dressing devices form the effective cutting surface of
@
the wheel to a contour which, when operated in contact with the
I
I
(o) up cut (b) Climb cut
I
I work under predetermined conditions of work rotation and
Fig. 12-80 Direction of cut in grinding threads. helix angle, depth of wheel engagement, etc., generates the
desired thread form on the work. The thread form generated on
the work can be no more precise than the form that is dressed on
the grinding wheel.
Diamond dressers. In most instances, suitably mounted
diamond points are the cutting tools used to impart the desired
form to the grinding-wheel surface. It is the function of the
dressing device to give to diamond dressing points the
predetermined path of movement for generating the desired
wheel form.
Fig. 12-81 Method of removing incomplete thread from a ground In the relatively simpler instances in which the form to be
thread. dressed on the wheel is bounded by straight lines, separate
diamond tools are either pivotally mounted or slide mounted so
The three-ribbed wheel produces threads with accuracy that the several tools may traverse the respective surfaces of the
comparable with or even better than that of the single-ribbed wheel. These separate diamond points may be moved in a
wheel. If necessary, this type of wheel can be inclined to the helix straight line when supported on respective slides, or they maybe
angle, provided an allowance is made for the radius of the work pivotally mounted (see Fig. 12-82) to traverse accurately the
curvature. It should be noted, of course, that this three-ribbed wheel surfaces to be dressed by them.
type of wheel is designed to traverse the work, rather than Universal dressers (see Fig. 12-83) are capable of dressing any
plunge cut, as in the case of the conventional multiribbed wheel. form which may be dressed by straight-line dressers; addi-
Wheels of the three-ribbed type, if of resinoid bond, preferably tionally, they are capable of dressing forms bounded by curves
should be trued by means of diamonds. Relatively fine pitches or including curves together with straight or broken lines in
may necessitate using the alternate, or skip-rib, method of their boundaries. Such dressers usually include a formed
-- . .. .. .
t+ig. 12-X2 Ihree-way diamond wheel dresser: (1) control switch, (2), diamond oscillating slide, (3) flank diamond oscillating rod, (4) dlamond-
adjusting screw, (5) apex of diamond, (6) flank diamonds, (7), stops to limit stroke, (8) flank-angle lock.
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CHAPTER 12
THREAD GRINDING
Cuthng path of
, ‘Igh+d(omond
cm !“ “u, “, , . .
leadscrew shaft
Fig. 12-83 Universal dresser: (1) helix-angle gib, (2) Ieadscrew shaft, (3)
rib-width adjustment, (4) control cams, (5) cam-follower diamond-
positioning adjustment, (6) flexible drive shaft, (7) longitudinal moving
lead-nut carriage, (8) limit-switch actuators, (9) traversely moving cam-
controlled diamond carriers, (10) worm-wheel driving shaft.
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c HAPTER 12
THREAD GRINDING
the form that is transferred from the grinding wheel to the work Limitations of crush dressing. The complete process of crush-
in the grinding operation. form wheel dressing and work grinding includes a number of
steps. There is inevitably a loss of accuracy with each step in the
Advarrrages. The advantages claimed for crush dressing are
process by which the pattern traced by the dresser on the wheel
as follows:
that grinds the crushing roll ultimately arrives on the finished
1. The number of pieces that can be ground per dressing is workpiece; also inevitable is a deterioration in the form of the
considerably increased. The reason for this increase is convolutions of the crusher roll each time it is rotated in
that sharper cutting points are available to do the work. crushing contact with the work grinding wheel to correct the
2. On even the most intricate profiles, crush dressing forms form of the latter. The applicability of the process, therefore, is
the wheel to the desired shape in a fraction of the time inevitably related to the tolerances permissible in the work. The
possible by any other conventional dressing method. cost for producing work with crush-formed multirib wheels
3. The cost of dressing the wheel is frequently less, not only frequently is favorable when specified tolerances permit the
because of the greater number of pieces ground per process to be used.
dressing, but also because of the large number of Crush dressing cannot usually be applied successfully on
redressing possible with a crusher roll. There are indica- resinoid-bonded wheels owing to the resilient nature of this type
tions that, on a thread-form roll of 10-16 pitch, 50-75 of bond. Although the use of crush-dressed vitrified-bonded
recrushings are possible. Obviously, the number of wheels is a fast means of producing threads and forms in
redressing possible with a given roll is related to the wear hardened materials, the limitations with respect to accuracy,
tolerance allowed. depth of groove, and finish should be recognized.
4. Results have indicated that considerably more stock can Crush dressing is not recommended on work when it is
be removed in a given period of time with a crush-dressed necessary to hold a very sharp point, less than 0.003” (0.08 mm)
wheel. radius, or when better than class 3 thread is specified. An excep-
5. Longer wheel life is obtained by crush dressing because it tion to this is the centerless method of thread grinding, in which
is necessary to remove only a thin layer of dulled abrasive a good class 4 thread can be obtained on a production basis.
grains, The dressing operation itself does not tend to dull So far, what might be considered a high finish has not been
the grains. produced with a crush-trued wheel. That is, the desirable
6. Crush dressing permits grinding to close tolerances qualities which improve the productivity of crush-dressed
because the hazard of burning is reduced and less wheels oppose in some measure the degree of surface finish
pressure is required to remove stock than is needed with obtainable with diamond-dressed wheels. Even under carefully
diamond-dressed wheels under the same grinding controlled conditions a finish better than 15 pin. (0.38 ~m) is
conditions. rarely obtained by crush dressing.
7. Crush-dressed wheels require less power to do the same It is not practical by present crushing methods to produce a
amount of work (under similar operating conditions) form suited to grinding a groove or shoulder with an absolutely
than diamond-dressed wheels. This permits the use of vertical face. A surface should incline not less than 5° from the
harder grade wheels when required to hold sharp forms, vertical. Difficulty may be experienced in the crush trueing of
and on[y a limited amount of power is available”. wheels for grinding grooves narrower than 1/ 8“ (3.2 mm) to a
depth greater than 5/ 16“ (8 mm). The greater the spread
between the maximum and minimum diameters of the form
required on the crushing roll, the greater will be the slip and
wear on the roll while it is crushing the wheel. There is a range
between maximum and minimum diameters of a crushing roll
beyond which crush trueing becomes uneconomical because of
roll wear.
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CHAPTER 12
THREAD GRINDING
Relationship
TABLE 12-58
of Thread Pitch to Grain Size
of Grinding Wheel
.,.,
,:
...-. Gr[nding wheel, ,Regulating wheel
W
“’,
.’ .-; , .!.:, ,
Pitch Grain Size Pitch Grain Size ;; .. __ ...., _.—
..... .. . t
... I “!.
48 400 16 220 . . ...,‘..
40 400 14 220 .“::<,
..,,’...,, .
36 400 13 180 Workpiece
Work support blode
32 400 12 180
28 320 11 180 (a)
24 320 10 150
20 280 9 150 Grinding wheel Regulating wheel
18 220 8 150 . ;,<.’,. .,
- .,. “. ‘. .’
. -,,
,, . .. ___
The grade of grinding wheels used for centerless thread ‘..,.,,:,’, ~.., + –+–
,, ,
grinding is harder than that used for cylindrical centerless . ...’....
.. :.,... . .,.,’.
..
grinding for the same materials. Grades commonly used range
from M to R; wheels of Q grade are generally used for such m Workoiece
Work support blade/
products as headless setscrews made of steel having a hardness
of approximately RC40. The structure of the wheels generally . (b)
used ranges from 8-1 I, inclusive.
The wheel life ranges from 4-16 hours of production for one Fig. 12-87 Centerless thread grinding: (a) down (climb) grinding and
crush dressing, varying according to the rate of production, (b) up grinding.
thread tolerances to be maintained, and the workpiece material.
Wheel life for setscrews generally ranges from 8-12 hours per periods between wheel dressings. Since all forces act downward
dressing. Maximum wheel wear takes place on the crest of the toward the workrest support blade, the workpiece is held firmly
thread forms on the grinding wheel. Since this part of the on the workrest blade and the tendency to produce a chattered
grinding wheel produces the root of the thread on the product, finish under heavy cuts is reduced. Control of the work rotation
the time at which recrushing of the wheel becomes necessary is and of endwise travel in timed relation to its rotation is obtained
determined by the tolerances permitted at the root of the thread, solely by the regulating wheel and is completely independent of
usually known as the worn-tool outline. friction between the grinding wheel and the workpiece. Spinning
The regulating wheel used for centerless thread grinding is of the work is practically eliminated, especially when grinding
similar to that specified for use in cylindrical centerless coarse threads on heavy workplaces. Generally this technique is
grinding. However, finer grits are frequently used for precision- used for infeed or throughfeed grinding or for large workplaces
quality threads. The regulating wheel is usually diamond requiring coarse-pitch threads.
dressed, since it is not required to provide thread forms on this Throughfeed grinding. The throughfeed method of centerless
wheel. Frequency of dressing is determined by the depth of thread grinding (see Fig. 12-77) is used for workplaces requiring
grooves that gradually develop in the wheel face during opera- threads on the largest diameters and having no interfering
tion of the machine. Generally, the regulating wheel is dressed shoulders or heads to prevent passage of the work between the
each time the grinding wheel is recrushed, although on some grinding and regulating wheel. Included in this class of work are
operations it is necessary to redress the regulating wheel only headless setscrews, rods, bushings, and continuously threaded
once for every two or three recrushings of the grinding wheel. studs. The process is used for generating either right or left-
Grinding methods. Threads are centerless ground by either hand threads in a single pass.
down grinding or up grinding. Parts without interfering Grinding wheels for throughfeeding operations are available
shoulders are throughfed. Infeeding is used on parts with heads with dual specifications. These wheels have grit structure and
or shcrulders, hardness specifications for the plain or throat section of the
Down grinding. Climb cut, illustrated in Fig. 12-87, view a, is wheel to provide maximum efficiency for grinding the outside
generally used for centerless thread grinding. A more positive diameter of the workpiece. Different specifications for the
driving action is imparted to the workpiece, especially on small- section of the wheel with the thread form are such that they give
diameter fine-pitch work, and rear-to-front feeding can be maximum efficiency in the grinding of threads.
obtained by this method. In down grinding, however, the Throughfeed grinding normally utilizies the down-cutting
workpiece and the grinding wheel move in the same direction at method, and the workpiece progresses from the rear to the
the point of contact and higher stresses are imposed on the front of the machine. However, up cutting is recommended in
abrasive grains in the crest of the thread-generating ribs. the grinding of coarse-pitch threads where heavy metal removal
Up grinding. In the up-grinding method, as shown in Fig. is required.
12-87, view b, the workpiece is rotated in the same direction as Infeed grinding. The infeed method of centerless grinding
the grinding wheel. With this relationship, the surfaces of the screw threads is used for workplaces having heads or shoulders,
workpiece and the grinding wheel move in opposite directions double-end studs, parts having one or more diameters larger
at the point of contact. The stresses imposed at the crests of the than the diameter to be threaded, and parts requiring threads
ribs on the grinding wheel are greatly reduced, enabling the use that must be concentric with another portion of the piece within
of work surface speeds up to 30% greater than those used for close tolerances. This process is used for grinding threads from
similar grinding conditions for down grinding, with increased the solid as well as for finishing precut threads.
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CHAPTER 12
THREAD GRINDING
Thread-Grinding Applications
Determining the most economical conditions for a long-run
1 production job usually involves considerable experimentation
Fig. 12-88 Typical arrangement for infeed-type of centerless thread in which the following are factors:
grinding.
1. Wheel grit, grain, and bond.
2. Wheel surface speed.
Selection of Grinding Wheels
3. Hardness and material of the workpiece.
No universal wheel exis~ that is suitable for all thread-
4. Work peripheral speed.
grinding operations. A balance is needed between form-holding
5. Amount of material removed per pass.
requirements and damage-free cutting. Hard wheels hold their
6. Complexity of the form to be ground.
form better, but generate more heat in grinding; softer wheels
7. Tolerances and finish required on the workpiece.
lose their form rapidly, but generate less heat.
8. Kind, amount, and manner of delivery of the cutting fluid
The wheels recommended by one wheel manufacturing
to the cutting zone.
company, with the classes of work for which they are best
suited, are listed in Table 12-57. Wheels having similar Shorter production runs usually do not permit extensive
characteristics may be obtained from a number of wheel experimental determinations; consequently, the skill and
manufacturers, each under his own designating numbers (see experience of the operator ordinarily are relied upon for choice
Chapter 11, “Grinding”). of the conditions for doing such jobs.
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CHAPTER 12
THREAD GRINDING
The number of roughing and finishing cuts that are necessary enough to withstand the higher speeds safely, but some of the
depends upon the workpiece material and the nature and coarser wheels may not withstand such speeds. The wheelmaker
precision requirements of the job. The approximate depth of shows the maximum operating speed on each wheel. This limit
the ordinary roughing cut is from 0.020-0.040” (0.51-1,02 mm). should not be exceeded. The most common speeds are between
When two or more cuts are taken, it is generally advisable to 8000 and 10,000 sfm (41-51 m/s). The most important thing to
take from a minimum of 0,00 15“ (0.038 mm) to a maximum of remember, once the best speed for a given job is established, is
0.004” (O. 10 mm) depth of cut for the last finish cut. In some that a reasonably constant surface speed should be maintained
cases, two or even more light finishing cuts are advisable, even by increasing the rpm as the wheel wears down.
on the shallow threads, where extreme accuracy in lead, It is not practical to list the best work speeds for all classes of
diameter, and finish is required. work. It is, however, usually safe practice to start with a work
On large production runs, especially of close-tolerance work speed of about 10 sfm (3 m/ rein) on work of medium pitch
or work that is difficult to grind because of severe machinability where it is desired to finish from the solid in two or three passes.
conditions, it is economical to rough and finish grind in Some engineers prefer to use higher work speeds, to 50 sfm ( 15
separate operations. This allows the use of a coarser, freer m/rein) or more, with light feed on hardened high-speed steel.
cutting wheel for the rough-grinding operation and limits the Other engineers prefer fewer passes with heavy feed that
temperature conditions during finish grinding. naturally calls for slower work speed. Once a satisfactory work
surface speed has been found for a certain pitch and kind of
Operating Parameters for Thread Grinding material, the same surface speed will also be satisfactory on
Important parameters that must be established for successful other diameters within a reasonable range.
thread grinding include proper wheel and work speeds; correct The form dressed on the wheel usually stands up better and
mounting, trueing, and balancing of the wheel; and selection of the wheel has a harder action when the wheel is operated at
the cutting fluid to be used. higher peripheral speed. Rapid stock removal under coolest and
Wheel and work speeds. Suitable wheels, properly dressed best free-cutting conditions is usually accomplished by choosing
and used at correct wheel and work speeds (see Table 12-60), the coarsest grit and softest bond permissible and operating the
with the proper cutting fluid applied generously to the point of wheel close to its maximum permissible revolutions, exercising
contact, will operate with very little heat generated. When the care that the safe operating speed is never exceeded.
highest dimensional tolerances and uniformity of finish are Work speeds vary considerably. Heavy cuts are usually taken
required on hardened work, together with freedom from at low work speeds, and light cuts at higher speeds. From 24
checking or surface annealing, the appearance of an appreciable sfm (0.6- 1.2 m/ rein) is the usual range for roughing cuts. This
quantity of sparks in the grinding fluid stream indicates may be reduced for heavy cuts on large work. Higher speeds are
conditions approaching those which result in burning of the sometimes used for finishing cuts. When work is finished in one
work surface, cut, a low work speed is generally used. A workpiece having 20
Once a satisfactory surface speed has been established for a threads per inch (0.032”; 0,81 mm deep) ground from solid at
given wheel on a given class of work, it is usually desirable to one pass with a work speed of 2 sfm (0.6 m/min) was found to be
adjust the rpm of the surface speed wheel to maintain the same representative. Hardened parts should be ground by light cuts
approximate surface speed as the diameter of the wheel changes, that may be taken at relatively higher work speeds. This avoids
The speed of thread grinding wheels varies from 7500 to drawing or surface annealing of the work and reduces the
15,000 sfm (38-76 m/ s). Most thread-grinding wheels are strong probability that temperature differentials during grinding will
TABLE 12-60
Suggested Wheel and Work Speeds for
Grinding Threads in Various Materials
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CHAPTER 12
THREAD GRINDING
cause the work to burn, check, or crack. Because soft parts are especially when a resinoid-bonded wheel is being used.
less subject to such injuries, they maybe ground at slower work 5. Distribruion of feed. If too heavv a rouszhirw cut is taken
speeds and with heavier cuts. in the desire to~eave a minimum-of wor~ for~he finishing
Mounting, trueing, and balancing of wheels. The faces of cut, the point of the wheel may break down in the
flanges and the sides of wheels should be clean and free from roughing cut and leave an excessive amount of material
any foreign material. Thin gaskets, such as those provided by to be removed on the finishing cut. On 12-pitch American
the machine maker, or blotters supplied by the wheelmaker Standard screws, a feed of 0.036” (0.91 mm) for the
should be used. Both should not be used at once. Flanges should roughing cut and 0.0 18“ (0.46 mm) for the finish cut is
be tightened evenly, but not too tightly. usually satisfactory. Several trials may be required to find
If the wheel sleeve is the removable type, the whole unit the best combination for other pitches.
should be balanced carefully. In balancing a new wheel, it
Maintenance of thread form (other than root width). Poor
usually saves time to first remove the balancing weights entirely.
thread form (other than root width) is usually attributable to
The wheel should be carefully trued before balancing to make
improper trueing. If the diamond is badly worn or loose in the
sure that it runs true on the wheel sleeve. Also, care should be
shank, it is impossible to true a correct form on the wheel. Too
taken not to use too heavy a diamond feed. This applies to
heavy a cut should not be attempted when a resinoid-bonded
trueing before, as well as after, balancing.
wheel is being trued. A dull diamond might cause enough
Grinding fluid. Straight (insoluble) oil is used predominantly
deflection of the wheel to affect the form.
for thread grinding, particularly for precision work, the best
Lead error. This occasionally occurs when resinoid-bonded
finish, and the best wheel life. A concentrated stream of fluid
wheels are being used, especially if the thread is precut and
must be applied with considerable force at the point at which
distorted in hardening. Also, on large-diameter work, there is
the wheel engages the work. A small flow of fluid should be
apt to be some slight springing of a resinoid-bonded wheel near
applied during the dressing operation to keep the diamonds
the end of the thread where the edge of the wheel is not
clean and prevent overheating. Overheating can cause diamonds
adequately supported on both sides. When an intolerable lead
to become loose in the holders. With crush-formed wheels, finer
error continues to be produced, a change to vitrified-bonded
finish and closer tolerances are obtained when the crushing
wheels is recommended.
contact is drenched with thread grinding oil. The tendency for
the wheel to chip is also reduced.
The grinding oil should be kept clean, and the settlings should THREAD ROLLING
be frequently removed. It is usually necessary to readjust fluid Thread rolling is a simple cold forging process for producing
outlets with every change in work size. A slight adjustment threads on cylindrical or conical workplaces. The helical
often eliminates burning and also reduces objectionable threads are produced by displacing or rearranging the blank
splashing. A simple splash guard, designed for a special job, material rather than by removing material as in thread cutting
often permits the full flow of fluid without trouble, thus or grinding. Production rates for rolling are generally higher
allowing the maximum rate of stock removal. than the rates for cutting or grinding; the threads produced have
Detailed information on grinding fluids and an applications improved strength and fatigue properties, the surface finish
chart may be found in Chapter 11, “Grinding.” produced is good, and the work-hardened surface often provides
additional advantages. Most rolling is performed with the
blanks at room temperature, although heat may be applied to
Grinding Troubles and Their Remedies
facilitate metal displacement, most often in the case of high-
The following statements pertain to thread grinding, for
hardness materials.
problems related to general grinding, Chapter 11, “Grinding”
In addition to forming threads, this process is also used to
should be referenced.
produce other helical or annular forms. This discussion is
Maintenance of root (flat) width. The width of flat (commonly
confined primarily to thread rolling. Form rolling of other
called root) of American Standard thread forms is equal to one
shapes is discussed in detail in Volume 11 of this Handbook
eighth of the pitch. On many classes of work it is customary to
series, “Forming.”
maintain narrower widths than this. Maintenance of root
Many types of equipment are used for thread rolling, ranging
width, therefore, often presents a real problem. The following
from machines which can thread small-diameter fasteners at
factors should be studied if trouble is being encountered:
rates of 1000 pieces per minute to equipment capable of rolling
1. Grit size. Maintaining a very sharp edge on a wheel is not 15“ (38 1 mm) diam heat-treated studs. Machines are available
practical if the wheel is too coarse. Table 12-55 shows the which can produce continuous threads to any length required or
coarsest grits recommended for producing root form of helical fins, either intermittent or continuous, on heat-exchanger
various widths (see also Table 11-11 in Chapter 11 of this tubing in lengths of 50 ft (15.2 m). Thread-rolling attachments
volume). On moderately coarse pitches ( 12-18) a coarser are used on automatic screw machines or lathes which produce
wheel often holds the desired form better than one that is threads at rates compatible with other operations being
too fine. performed and in locations not accessible to die heads.
2. Bond. As a general rule, resinoid-bonded wheels maintain Threads or other forms are produced on ductile workplaces
a better edge than do vitrified-bonded wheels. If the work by rotating the cylindrical or conical workpiece between
does not call for extreme accuracy of lead, a resinoid- hardened-steel dies so that the form on the die faces is impressed
bonded wheel is recommended to hold a fine edge. into the blank. The blank is smaller than the finished outside
3. Wheel speed. An increase in wheel speed often helps to diameter so that the material displaced at the root can flow
maintain narrow root width. outward to form the thread crests as shown in Fig. 12-89. The
4. Coolan?. Inadequate flow or improper application of oil die may be either flat or cylindrical as required by the rolling
is frequently responsible for rapid breakdown of edge, equipment to be used.
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c HAPTER 12
THREAD ROLLING
TABLE 12-62
Comparison of Typical Thread Surface Finishes
Surface Roughness
250 125 63 32 16 8 4 2 ~ in.
Type of Thread 4 2 1 0.5 0.1 pm
Screw machine f
chased threads
Milled threads
Ground threads I I
Rolled threads
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CHAPTER 12
THREAD ROLLING
rig. 12-91 Typical die life when materials of different hardness are
rolled.
““?V”V’L
Fig. 12-92 Acme thread with modified root for improved rollability.
Assuming proper blank diameter, uniformity of size, and
proper setting and matching of the dies, the effect of decreased
die life when harder materials are rolled is illustrated in
Fig. 12-91.
Rollability
The ability to roll a specific part depends upon the type of
thread to be produced and the method of rolling, as well as the
ductility and cold-flow properties of the blank material.
The type of form, that is, the shape, to be produced affects the
rollability of a part to a great extent. Fortunately the Unified
and similar 60° thread forms, which represent a majority of the
threads produced, are very suitable for rolling. Dies for rolling
these forms have comparatively sharp crests, usually with a
radius contour rather than sharp corners, and penetrate most
materials easily. The 30° flank angles provide force components Fig. 12-93 Typical crest seam in a thread rolled with a full crest.
which cause the blank material to flow axially and radially in a
satisfactory manner.
Flat-crested forms such as Acme or worm threads produce
high pressures at the wide crests, and the displaced material
must flow a great distance. Therefore, flakes may be prod~ced
on the rolled surface, as well as checked crests or rough cre.;ts,
and in some cases an exaggerated crest seam. The rollability of
Acme and similar threads is improved by modifying the root
contour to permit a full radius or a chamfered crest on the dies
as shown in Fig. 12-92. Some firms that roll threads find that a
vee shape in the bottom or root of Acme threads works better in
many cases than the radius shown. The vee provides a parting
line in the center of the root. Flank angles of less than 10°
should also be avoided when possible,
To produce good results when threads with poor rollability, 1 I
such as the unmodified Acme, are rolled, a material with Fig. 12-94 Threads rolled with unfilled crests.
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CHAPTER 12
THREAD ROLLING
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CHAPTER 12
THREAD ROLLING
TABLE 12-64
Rollability of Common Materials for Thread Rolling in Terms of Thread Finish and Die Life
Rollability Rating
Relative Die Life
Thread Rc Rc Rc
Material Finish* soft 15-25 26-32 33-40 Remarks
Straight carbon steel
1005-1095 E H H-M M L Preferred materials for rolling
Free-machining steel:
1111-1141 except 1112, G H H-M M --- These have high sulfur content and may
1113,1116,1119, and not be satisfactory for severe forming
1139 such as Acme or other wide root forms.
1112,1113,1116,1119, F H H-M M --- /
and 1144
Leaded steel 11L17, 1IL41, G H M --- --- Leaded steels have a tendency to produce
12L14, and 12L15 laps or flakes and are not recommended
for severe forming
Alloy steel:
1330-1345 E H H-M M L Generally excellent finish and quality. Die
4012-4047,4118-4161 E H-M M M-L L life decreases with higher hardness and
4320-4340, 4615-4626, in some cases with higher alloy content
4815,4817,4820, I
5120-5160,51100,
52100
Stainless steel:
301-347 E --- L L --- Work-hardening type, minimum crest
seam but low die life
403-446 E --- M L --- Better die life and moderate crest seam as
compared with 300 series
Titanium:
Gal-4V G-P --- --- L --- Finish varies depending on material and
rolling conditions
Copper:
Phosphor, electrolytic E H
Leaded G H
Brass:
Free-cutting F H
Cartridge E H
Naval F-G H
Leaded naval P H
Bronze:
Commercial E H
5% phosphor, grade A E H
free-cutting phosphor F H
Nickel aluminum P M
Manganese (A) P M
Cupronickel, 20%
Nickel, Monel
Inconel
Aluminum:
E
E
F
M
M
M I Generally excellent rollability, but work-
hardening properties reduce die life
1100-0
I1OO-H18
2011 -T3
201 7-T4. 2024-T4
* Thread finish rated E, excellent;
E
G
F
G
H
H
H
H
G, good; F, fair; P, poor; Relative die life indicated
1 Susceptibility to slivering increases with
hardness, particularly
or slightly overrolling
by H, high; M, moderate;
when rolling full
L, low.
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CHAPTER 12
THREAD ROLLING
Aluminum generally forms well and produces a good finish in (a) (b) (c)
the softer conditions. Higher tensile-strength aluminum,
obtained by either strain hardening or heat treatment, may Fig. 12-97 Flat dies: (a) start of thread-rolling cycle, (b) relation of dies
form a rough orange-peel finish, particularly at the crest. The after completing half of stroke, (c) completion of thread-rolling stroke.
harder aluminum alloys are susceptible to slivering, particularly
if variations in blank diameter result in overrolling. penetrated progressively so that final size is reached prior to the
Copper and copper alloys, except those containing lead, roll blank’s rolling off the finish end of the dies. In this type of
well. Copper-zinc alloys used in screw machines usually have rolling the penetration rate is established by the total number of
free-machining additives; and when such blanks are to be blank revolutions provided by the available die length. Each
thread rolled, the material specifications must be carefully machine size has a maximum die length which establishes the
considered to provide a satisfactory compromise on machina- number of work revolutions and therefore the diameter of
bility and rolling properties. Cupronickel and phosphorous thread which can be rolled satisfactorily. Preferred work
bronzes generally roll satisfactorily, while silicon and aluminum revolutions vary from 5 to 10, as shown in Table 12-65, with the
bronze may provide poor results depending upon the specific higher work revolutions required for harder materials. Fewer
alloy used. than 4 revolutions, however, are commonly used on softer
Table 12-64 lists rollability ratings in terms of finish produced materials. In applications in which machine loading is high,
and relative die life for some of the materials commonly rolled. such as long thread lengths or the harder materials, more work
revolutions, that is, larger machines, may be advantageous.
Flat-Die Rolling Also, under ideal conditions and with soft materials, the fewer
The threads on many screws and bolts are rolled on flat-die work revolutions provided by a smaller machine may be
machines. These machines operate by rolling the blank across practical and can provide higher production rates.
the face of a stationary die with a traversing stroke of the Flat-die machines are available in a number of sizes, each
moving die, as illustrated in Fig. 12-97. A mechanical or suitable for a limited diameter range, and with automatic or
pneumatically operated starting finger positions the blank in manual feeding. Small machines for rolling machine screw
the dies, The blank then rolls between the die faces and is threads are capable of threading 1000 or more pieces per
TABLE 12-65
Preferred Work Revolutions for Flat-Die or Planetary Rolling
Preferred
Revolutions
Twre of Thread Material Hardness of Blank*
Machine screw, Types B, C Aluminum soft 5-6
tapping screw Brass soft 5-6
Steel, 1010-1025 soft 5-6
Steel, 0.30-0.50% Rc 15-25 6-7
carbon or alloy RC 26-32 7-8
Rc 33-40 8-10
Stainless steel 300 series 7-8
400 series 6-7
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CHAPTER 12
THREAD ROLLING
minute, while 5/ 8“ ( 16 mm) diam capacity machines can roll 180 modified penetration rate contributes to product quality.
pieces per minute. These production rates may be reduced Tapered-face dies are necessarily single rather than duplex face.
depending upon the hardness or other features of the blank Besides screws and bolts, knurls, serrations, annular forms,
material, and also depending upon the part configuration, fluted dowels, gimlet-pointed screws, and other forms are rolled
which often limits the ability to feed blanks to the dies at the in flat dies. Combinations of various threads, or forms, or
maximum rolling rates. threads and flutes can be rolled simultaneously as shown in Fig.
The dies used for flat-die rolling are made in matched pairs 12-99. Annular grooves for retaining rings on the ends of axial
with a reverse image of the desired thread form ground or shafts can be produced by rolling; also, oil grooves can be
machined on the rolling faces. When each die has two rolling produced on small-diameter shafts. In the case of rolled oil
faces as shown in Fig. 12-98, they are known as duplex-face grooves, the bearing diameter must be ground after rolling to
dies, as opposed to the single-face type. The thread form is provide a suitable bearing surface. Screw and washer assemblies
angled across the face of the die at an angle equivalent to the are also produced on flat-die machines. The washer, which has a
lead angle of the workpiece so that the screw progresses across hole only large enough to accept the screw blank, is assembled
the dies with no appreciable axial movement, allowing threads on the blank before rolling. When the thread is rolled with the
to be rolled close to a shoulder or screw head. washer positioned adjacent to the head, the screw diameter is
The rate at which the die penetrates into the work blank is rolled up to a diameter considerably larger than the ID of the
governed primarily by the length of the die, but can be modified washer so that it is permanently retained between the head and
slightly by adjusting the die-supporting pocket. Dies with a thread.
tapered face also provide a modified penetration rate. Tapered- Diameters and thread lengths rolled with flat dies are limited
face dies have been used for many years in a type of cold- by the capacities of available machines. To provide a satisfactory
heading machine which, in effect, has a thread rolling machine number of work revolutions, the dies for large diameters are
or station built onto the heading machine so that a finish- very long and the machines capable of using them are very large.
threaded bolt is completed from the wire that is fed into the Only a few machines are capable of rolling sizes 1 to 1 1/ 2“
heading dies. The tapered-face, or boltmaker-type, die is also (25-38 mm) diam. Thread-length capabilities vary from 1 to 1
used extensively in other types of thread rolling machines for 1/ 4“ (25-32 mm) on small sizes to 101 / 2“ (267 mm) and in some
threading aircraft-quality ‘heat-treated fastene~s because the cases longer on the Iarge machines.
Rolling bent rods, or other parts, which swing a large radius
while rotating, may be restricted by interference with die
clamping or other parts of the machine. The overall length of
parts is restricted primarily by the necessity to support, or the
difficulty in supporting, such parts as they rotate in traversing
across the dies. Other methods of rolling are often more
practical for irregular or long parts.
Cylindrical-Die Rolling
I Common types of cylindrical-die machines have two or three
Jig. 12-98 A pair of duplex-face dies. dies, as shown in Fig. 12-100. They produce threads by the
~-
Blank Blank Blank Blank - -
Right and left-hand Thread and annular Thread and chamfer Thread and knurl of
t breads groaves large diameter in ane
machine cycle
lTice
Blank
Tapered annular
.,
aroave. chamfer.
and diamond knu~l
r~nginert
[f ~~$e
Blank
[~i~
Thread
of
and a number
flutes
Machine screw, gimlet
ooint threads, and
knurl
Blonk
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CHAPTER 12
THREAD ROLLING
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THREAD ROLLING
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CHAPTER 12
THREAD ROLLING
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CHAPTER 12
THREAD ROLLING
ifl==$a
blank size is required.
Blanks should be as round and straight as possible, since
rolling may not correct these inaccuracies. Variation of diameter
along the length of the blank should be avoided, because uneven
Minor dtameter Ies
distribution of pressure may overload the dies and result in
reduced die life. Taper in the blanks appears to a degree, as
0.005” (O.I3 mm) 1- 1
taper in the finished thread. Also, blanks that are out of round
produce out-of-round threads. Blank diameters should be kept ~ ~,,,:<;
uniform and within specifications to ensure uniform accuracy
in the finished threads. Blanks should have smooth surfaces d Width of de face
F
P
where accurate threads are required. The importance of proper
preparation of blanks cannot be overemphasized. Recom-
mended designs for various kinds of blanks are shown in Figs.
30”
12-105 and 12-106.
Straight blanks without points are also used on reciprocating b Minor diameter less
+
Y+ Length of thread
k
and planetary machines for which dies may be provided for 0005” (O. I 3 mm)
both pointing the blanks and threading the screws at the same
time. The length of the blank approximates the length of the ~,lfhesg;p
finished screw, and the material at the end of the blank is
B!!m
formed into a point by the dies. This usually applies only to
ductile materials that can be formed easily.
The ends of the blanks for machine screws and various types
of threads, such as those illustrated in Fig. 12-100, should be
30”
beveled to prevent excessive chipping of the threads on the dies.
The angle and depth of bevel are important. A bevel of 30° from ‘-h Minor diameter Ies
0005” (0.1 3 mm)
the axis of the blank, which gives 60° included angle, is
generally preferred for infeed and throughfeed rolling. A bevel Small diameter of bevel equals
/“ E. less cme thread depth plusO010“ (0,25 mm) I ,
of 15° from the axis, which gives 30° included angle, is
commonly used for end-feed rolling.
The diameter at the small end of the bevel should be less than
the minor diameter of the thread as shown in Fig. 12-100.
During rolling, the end threads on the blank bend outward so
that a 30° bevel on the blank looks like a 45° bevel on the t+tt’l”t-r-++
finished thread. Bevels on blanks in excess of 30°, such as 45
and 60° with the axis, are detrimental to die life and are not
recommended. Angles of 25, 20, and sometimes 15° are
I
(opposite small diameter thread
preferred for infeed rolling of harder blanks. of bevel)
I
The blank-diameter limits are affected by the kind and
hardness of the material used and the nature of the surface Fig. 12-105 Width of die face and blank design for infeed rolling of
finish on the blank. The proper blank-diameter limits must threads.
permit both the smallest and largest blanks to produce finished
threads to satisfy the required pitch and major-diameter limits. depth is equal to twice the addendum. Minimum blank
The minor diameter is controlled by the thread form on dies and diameters for various materials of different harnesses maybe
the setting of the dies. The blank diameter must be increased obtained by adding a given percentage of the pitch-diameter
somewhat on short thread lengths, especially with very soft tolerance to the minimum pitch diameter of the thread. The
materials, to compensate for endwise stretching of the blank maximum blank diameter may be obtained by adding the
that takes place during rolling. blank-diameter tolerance to the minimum blank diameter. The
Table 12-63 may be used for determining approximate tolerance on the blank diameter for common threads is
minimum blank diameters for rolling of solid blanks with approximately one third of the pitch-diameter tolerance of the
American National Standard screw threads when the thread thread. When the major-diameter tolerance is less than twice
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CHAPTER 12
THREAD ROLLING
Q== D==
PllOt point Cone point
degree of fullness of thread crest depends upon the blank
diameter, the desired appearance
specifications
of crest, and the tolerance
of pitch and major diameters of the finished
Type A Topping Screws thread.
Any combination of blank diameter and die setting that tends
to displace more material than is necessary to fill the die threads
will result in overrolling, which leads to greatly accelerated die
failure. Overloading causes failures from wear and crumbling.
Chipping of the dies at the edges may also result because of
12-137
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CHAPTER12
THREAD ROLLING
w“ F:
m
al
.-
-0
12-138
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CHAPTER 12
THREAD ROLLING
-g
i-l
‘a-
Cd
12-139
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD ROLLING
w“ tiw
-4 &
12-140
Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers
CHAPTER 12
THREAD ROLLING
-time”
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CHAPTER 12
REFERENCES
References
Bibliography
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Tool and Manufacturing Engineers Handbook Knowledge Base • Copyright © 1998 • Society of Manufacturing Engineers