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Naval  Education  and 
Training  Command 


NAVEDTRA  12204 
May  1990 
0502-LP-2 13-11 00 


Training  Manual 
(TRAMAN) 


Machinery 
Repairman  3  &  2 


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DISTRIBUTION  STATEMENT  A:  Approved  for  public  release;  distribution  is  unlimited. 


Nonfederal  government  personnel  wanting  a  copy  of  this  document 
must  use  the  purchasing  instructions  on  the  inside  cover. 


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S/N0502-LP-213-1100 


The  terms  training  manual  (TRAMAN)  and 
nonresident  training  course  (NRTC)  are  now  the 
terms  used  to  describe  Navy  nonresident  training 
program  materials.  Specifically,  a  TRAMAN  in- 
cludes a  rate  training  manual  (RTM),  officer  text 
(OT),  single  subject  training  manual  (SSTM),  or 
modular  single  or  multiple  subject  training  manual 
(MODULE);  and  an  NRTC  includes  nonresident 
career  course  (NRCC),  officer  correspondence 
course  (OCC),  enlisted  correspondence  course 
(ECC),  or  combination  thereof. 


Although  the  words  "he,"  "him,"  and  "his" 
are  used  sparingly  in  this  manual  to  enhance 
communication,  they  are  not  intended  to  be 
gender  driven  nor  to  affront  or  discriminate 
against  anyone  reading  this  text. 


DISTRIBUTION  STATEMENT  A:  Approved  for  public  release;  distribution  is  unlimited. 


this  document  must  write  to  Superintendent  of  Documents, 
t  Commanding  Officer,  Naval  Publications  and  Forms  Center, 
tention:  Cash  Sales,  for  price  and  availability. 


MACHINERY  REPAIRMAN  3  &  2 


NAVEDTRA  12204 


1990  Edition  Prepared  by 
MRCM  Reynaldo  R.  Romero 


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PREFACE 


This  Training  Manual  (TRAMAN)  and  Nonresident  Training  Course 
(NRTC)  form  a  self-study  package  to  teach  the  theoretical  knowledge  and 
mental  skills  needed  by  the  Machinery  Repairman  Third  Class  and  Machinery 
Repairman  Second  Class.  To  most  effectively  train  Machinery  Repairmen, 
this  package  may  be  combined  with  on-the-job  training  to  provide  the  necessary 
elements  of  practical  experience  and  observation  of  techniques  demonstrated 
by  more  senior  Machinery  Repairmen. 

Completion  of  the  NRTC  provides  the  usual  way  of  satisfying  the 
requirements  for  completing  the  TRAMAN.  The  set  of  assignments  in  the 
NRTC  includes  learning  objectives  and  supporting  questions 
designed  to  help  the  student  learn  the  materials  in  the  TRAMAN. 


1990  Edition 


Stock  Ordering  No. 
0502-LP-213-1100 


Published  by 

NAVAL  EDUCATION  AND  TRAINING  PROGRAM 
MANAGEMENT  SUPPORT  ACTIVITY 


UNITED  STATES 

GOVERNMENT  PRINTING  OFFICE 
WASHINGTON,  D.C.:  1990 


THE  UNITED  STATES  NAVY 


GUARDIAN  OF  OUR  COUNTRY 

The  United  States  Navy  is  responsible  for  maintaining  control  of  the 
sea  and  is  a  ready  force  on  watch  at  home  and  overseas,  capable  of 
strong  action  to  preserve  the  peace  or  of  instant  offensive  action  to 
win  in  war. 

It  is  upon  the  maintenance  of  this  control  that  our  country's  glorious 
future  depends;  the  United  States  Navy  exists  to  make  it  so. 


WE  SERVE  WITH  HONOR 

Tradition,  valor,  and  victory  are  the  Navy's  heritage  from  the  past.  To 
these  may  be  added  dedication,  discipline,  and  vigilance  as  the 
watchwords  of  the  present  and  the  future. 

At  home  or  on  distant  stations  we  serve  with  pride,  confident  in  the 
respect  of  our  country,  our  shipmates,  and  our  families. 

Our  responsibilities  sober  us;  our  adversities  strengthen  us. 

Service  to  God  and  Country  is  our  special  privilege.  We  serve  with 
honor. 


THE  FUTURE  OF  THE  NAVY 

The  Navy  will  always  employ  new  weapons,  new  techniques,  and 
greater  power  to  protect  and  defend  the  United  States  on  the  sea, 
under  the  sea,  and  in  the  air. 

Now  and  in  the  future,  control  of  the  sea  gives  the  United  States  her 
greatest  advantage  for  the  maintenance  of  peace  and  for  victory  in 
war. 

Mobility,  surprise,  dispersal,  and  offensive  power  are  the  keynotes  of 
the  new  Navy.  The  roots  of  the  Navy  lie  in  a  strong  belief  in  the 
future,  in  continued  dedication  to  our  tasks,  and  in  reflection  on  our 
heritage  from  the  past. 

Never  have  our  opportunities  and  our  responsibilities  been  greater. 


CONTENTS 


CHAPTER  Page 

1.  Scope  of  the  Machinery  Repairman  Rating 1-1 

2.  Toolrooms  and  Tools 2-1 

3.  Layout  and  Benchwork 3-1 

4.  Metals  and  Plastics 4-1 

5.  Power  Saws  and  Drilling  Machines 5-1 

6.  Offhand  Grinding  of  Tools 6-1 

7.  Lathes  and  Attachments  7-1 

8.  Basic  Engine  Lathe  Operations 8-1 

9.  Advanced  Engine  Lathe  Operations  9-1 

10.  Turret  Lathes  and  Turret  Lathe  Operations  10-1 

1 1 .  Milling  Machines  and  Milling  Operations  11-1 

12.  Shapers,  Planers,  and  Engravers 12-1 

13.  Precision  Grinding  Machines  13-1 

14.  Metal  Buildup 14-1 

15.  The  Repair  Department  and  Repair  Work 5-1 

APPENDIX 

I.  Tabular  Information  of  Benefit  to 

Machinery  Repairmen  AI-1 

II.  Formulas  for  Spur  Gearing AIM 

III.  Derivation  Formulas  for  Diametral  Pitch  System AIII-1 

IV.  Glossary AIV-1 

INDEX INDEX-1 


111 


CREDITS 


The  illustrations  indicated  below  are  included  in  this  edition  of  Machinery 
Repairman  3  &  2,  through  the  courtesy  of  the  designated  companies, 
publishers,  and  associations.  Permission  to  use  these  illustrations  is  gratefully 
acknowledged.  Permission  to  reproduce  these  illustrations  and  other  materials 
in  this  publication  should  be  obtained  from  the  source. 


Source 

Atlas  Press  Company,  Clausing 
Corporation 

Brown  &  Sharpe  Manufacturing 
Company 

Cincinnati  Milacron  Marketing 
Co. 

Cincinnati  Inc. 
Devlieg-Sundstrand 
DoAlI  Company 

Kearney  &  Trecker  Corporation 
Lars  Machine,  Inc. 

Monarch  Tool  Company 

Rockford  Line 

SIFCO  Selective  Plating 


South  Bend  Lathe  Works 


Warner  &  Swasey  Co. 


Figures 


11-3 


11-8,  11-9,  11-13,  11-14,  11-16,  11-17,  13-20 


11-1,  11-2,  11-4,  11-5,  11-12,  11-13,  11-15,  11-18,  11-19,  11-20, 
11-21,  11-83,  13-10,  13-11,  13-12,  13-15,  13-23,  13-24,  13-25 

12-1,  12-3 
10-42,  10-43 

5-3,  5-5,  5-6,  5-7,  5-8,  5-9,  5-10,  5-11,  5-12,  5-13,  5-14,  5-15,  5-16, 
5-17,  5-18,  5-19,  5-20,  5-21,  5-22,  5-23,  5-24 

11-11 

12-19,  12-20,  12-21,  12-22,  12-23,  12-24,  12-25,  12-26,  12-27, 
12-28,  12-29,  12-30,  12-31,  12-32,  and  table  12-2 

7-1 
12-13 

14-11,  14-12,  14-13,  14-14,  14-15,  14-16,  14-17,  14-18,  14-19, 
tables  14-3,  14-4,  14-5,  14-6,  14-7,  14-8,  14-9,  14-10,  14-11,  14-12 
and  all  inserts  in  Chapter  14 

7-2,  7-5,  7-6,  7-8,  7-9,  7-10,  7-11,  7-12,  7-13,  7-14,  7-15,  7-16, 
7-17,  7-27,  7-29,  7-32,  7-33,  7-34,  7-35,  7-36,  7-37,  7-39,  7-40, 
8-2,  8-4,  8-6,  8-9,  8-10,  8-11,  8-16,  8-18,  8-19,  8-20,  8-21,  8-22, 
8-23,  8-24,  8-25,  8-26,  8-27,  8-28,  8-29,  9-2,  9-3,  9-4,  9-5,  9-6, 
9-7,  9-8,  9-10,  9-11,  9-13,  9-19,  9-20,  9-21,  9-23,  9-24,  9-25,  9-30 

10-3,  10-4,  10-5,  10-6,  10-7,  10-8,  10-9, 10-10,  10-11, 10-12, 10-13, 
10-14,  10-15,  10-16,  10-17,  10-18,  10-19,  10-21,  10-24,  10-25, 
10-26,  10-30,  10-31,  10-34,  10-35,  10-36,  10-37,  10-38,  10-39, 
10-40,  10-41,  13-3,  13-13 


IV 


CHAPTER  1 

SCOPE  OF  THE 
MACHINERY  REPAIRMAN  RATING 


The  official  description  of  the  scope  of  the 
Machinery  Repairman  rating  is  to  "perform 
organizational  and  intermediate  maintenance  on 
assigned  equipment  and  in  support  of  other  ships, 
requiring  the  skillful  use  of  lathes,  milling 
machines,  boring  mills,  grinders,  power  hack- 
saws, drill  presses,  and  other  machine  tools; 
portable  machinery;  and  handtools  and  measuring 
instruments  found  in  a  machine  shop."  That  is 
a  very  general  statement,  not  meant  to  define 
completely  the  types  of  skills  and  supporting 
knowledge  that  an  MR  is  expected  to  have  in  the 
different  paygrades.  The  Occupational  Standards 
for  Machinery  Repairman  contain  the  require- 
ments that  are  essential  for  all  aspiring  Machinery 
Repairmen  to  read  and  use  as  a  guide  in  planning 
for  advancement. 

The  job  of  restoring  machinery  to  good  work- 
ing order,  ranging  as  it  does  from  the  fabrication 
of  a  simple  pin  or  bushing  to  the  complete 
rebuilding  of  an  intricate  gear  system,  requires 
skill  of  the  highest  order  at  each  task  level.  Often, 
in  the  absence  of  dimensional  drawings  or  other 
design  information,  a  Machinery  Repairman  must 
depend  upon  ingenuity  and  know-how  to 
successfully  fabricate  a  repair  part. 

One  of  the  important  characteristics  you  will 
gain  from  becoming  a  well  trained  and  skilled 
Machinery  Repairman  is  versatility.  As  you  gain 
knowledge  and  skill  in  the  operation  of  the  many 
different  types  of  machines  found  in  Navy 
machine  shops,  you  will  realize  that  even  though 
a  particular  machine  is  used  mostly  for  certain 
types  of  jobs,  it  may  be  capable  of  accepting  many 
others.  Your  imagination  will  probably  be  your 
limiting  factor  and  if  you  keep  your  eyes,  ears, 
and  mind  open,  you  will  discover  that  there  are 
many  things  going  on  around  you  that  can 
broaden  your  base  of  knowledge.  You  will  find 
a  certain  pleasure  and  a  source  of  pride  in  develop- 
ing new  and  more  efficient  ways  to  do  something 
that  has  become  so  routine  that  everyone  else 
simply  accepts  the  procedure  currently  being  used 
as  the  only  one  that  will  work. 


The  skill  acquired  by  a  Machinery  Repairman 
in  the  Navy  is  easily  translated  into  several  skills 
found  in  the  machine  shops  of  private  industry. 
In  fact,  you  would  be  surprised  at  the  depth  and 
range  of  your  knowledge  and  skill  compared  to 
your  civilian  counterpart,  based  on  a  somewhat 
equal  length  of  experience.  The  machinist  trade 
in  private  industry  tends  to  break  job  descriptions 
into  many  different  titles  and  skill  levels.  The 
beginning  skill  level  and  one  in  which  you  will 
surely    become    qualified    is    "Machine   Tool 
Operator,"   a  job  often  done  by  semiskilled 
workers.  The  primary  requirement  of  the  job  is 
to  observe  the  operation,  disengage  the  machine 
in  case  of  problems  and  possibly  maintain  manual 
control  over  certain  functions.  Workers  who  do 
these  jobs  usually  have  the  ability  to  operate  a 
limited  number  of  different  types  of  machines. 
Another  job  description  found  in  private  industry 
is  "Layout  Man."  The  requirement  of  this  job 
is  to  layout  work  that  is  to  be  machined  by  some- 
one else.  An  understanding  of  the  operation  and 
capabilities  of  the  different  machines  is  required, 
as  well  as  the  ability  to  read  blueprints.  As  you 
progress   in   your  training   in   the  Machinery 
Repairman  rating  you  will  become  proficient  in 
interpreting    blueprints    and    in    planning   the 
required  machining  operations.  You  will  find  that 
laying  out  intricate  parts  is  not  so  difficult  with 
this  knowledge.  A  third  job  description  is  "Set- 
up Man,"  a  job  which  requires  considerable 
knowledge  and  skill,  all  within  what  you  can 
expect  to  gain  as  a  Machinery  Repairman.  A  set- 
up man  is  responsible  for  placing  each  machine 
accessory  and  cutting  tool  in  the  exact  position 
required  to  permit  accurate  production  of  work 
by  a  machine  tool  operator.  An  "All  Around 
Machinist"  in  private  industry  is  the  job  for  which 
the  average  Machinery  Repairman  would  qualify 
as  far  as  knowledge  and  skill  are  concerned. 
This  person  is  able  to  operate  all  machines  in  the 
shop  and  manufacture  parts  from  blueprints. 
Some  Machinery  Repairmen  will  advance  their 
knowledge  and  skills  throughout  their  Navy  career 


1-1 


to  the  point  that  they  could  move  into  a  job  as 
a  "Tool  and  Die  Maker"  with  little  trouble.  They 
also  acquire  a  thorough  knowledge  of  engineer- 
ing data  related  to  design  limitations,  shop  math 
and  metallurgy.  There  are  many  other  related 
fields  in  which  an  experienced  Machinery  Repair- 
man could  perform — instrument  maker,  research 
and  development  machinist,  toolroom  operator, 
quality  assurance  inspector,  and  of  course  the 
supervisory  jobs  such  as  foreman  or 
superintendent. 

The  obvious  key  to  holding  down  a  position 
of  higher  skill,  responsibility,  and  pay  is  the  same 
both  in  the  Navy  and  in  private  industry.  You 
must  work  hard,  take  advantage  of  the  skills  and 
knowledge  of  those  around  you,  and  take  pride 
in  what  you  do  regardless  of  how  unimportant 
it  may  seem  to  you.  You  have  a  great  opportunity 
ahead  of  you  as  a  Machinery  Repairman  in  the 
Navy;  a  chance  to  make  your  future  more  secure 
than  it  might  have  been. 


TYPICAL  ASSIGNMENT 
AND  DUTIES 

As  a  Machinery  Repairman  you  can  be 
assigned  to  a  tour  of  duty  aboard  almost  any  type 
of  surface  ship,  from  a  small  fleet  tug,  which  has 
a  small  10-  or  12-inch  lathe,  a  drill  press  and  a 
grinder,  to  a  large  aircraft  carrier  that  is  almost 
as  well  equipped  in  the  machine  shop  as  a  tender 
or  repair  ship.  You  will  find  that  although  a 
ship's  workspace  is  relatively  small  the  machine 
shop  will  have  more  equipment  than  you  might 
imagine.  A  lathe,  drill  press  and  grinder  can 
almost  be  assured,  but  in  many  cases  a  milling 
machine  and  a  second  lathe  are  also  available.  A 
tender  or  repair  ship  is  similar  to  a  factory  in  the 
types  of  equipment  that  are  installed.  You  will 
find  the  capabilities  of  such  a  ship  to  be  very 
extensive  in  all  areas  required  to  maintain  the 
complex  ships  of  today's  Navy.  A  Machinery 
Repairman  is  not  destined  to  spend  an  entire 
career  on  sea  duty.  There  are  many  shore 
establishments  where  you  may  be  assigned.  The 
Navy  has  shore-based  repair  activities  located  at 
various  places  throughout  the  United  States  and 
overseas.  Most  of  these  have  wide-ranging 
capabilities  for  performing  the  required 
maintenance.  There  are  general  billets  or 
assignments  ashore  that  will  not  necessarily  be 
associated  with  the  Machinery  Repairman  rating, 
but  which  add  to  an  individual's  overall  experience 
in  other  ways. 


It  would  be  difficult  to  detail  the  duties  that 
you  may  perform  at  each  of  your  assignments. 
You  will  find  that  on  small  ships  you  may  be  the 
only  Machinery  Repairman  aboard.  This  requires 
that  you  be  self-motivated  toward  learning  all  you 
can  to  increase  your  ability  as  a  Machinery  Repair- 
man and  that  you  seek  advice  from  sources  off 
of  your  ship  when  you  have  an  opportunity.  You 
will  be  surprised  at  how  good  you  really  are  when 
you  make  an  honest  effort  to  do  your  best. 
Regardless  of  your  assignment,  you  will  have  an 
opportunity  to  work  with  personnel  from  other 
ratings.  This  can  be  an  experience  in  itself.  There 
are  many  interesting  skills  to  be  found  in  the 
Navy.  None  of  them  are  easy,  but  many  will  offer 
you  some  amount  of  knowledge  that  will  increase 
your  effectiveness  as  a  Machinery  Repairman. 


TRAINING 

Training  is  the  method  by  which  everyone 
becomes  knowledgeable  of  and  skilled  in  any 
activity,  whether  it's  a  job,  a  sport  or  something 
as  routine  as  eating  the  proper  foods.  Training 
can  take  many  forms  and  can  be  a  conscientious 
or  unconscientious  effort  on  your  part.  However, 
you  will  make  the  most  progress  when  you 
recognize  the  need  to  increase  your  level  of 
knowledge,  take  the  required  action  to  obtain  the 
training  and  fully  apply  all  your  efforts  and 
resources  to  realize  the  maximum  benefit  from  the 
training.  In  the  following  paragraphs,  we  will 
present  a  brief  description  of  each  type  of  train- 
ing available  to  a  Machinery  Repairman.  Keep  in 
mind  that  the  information  listed  is  peculiar  to  your 
rating  and  that  the  Navy  has  many  other  programs 
available  which  will  allow  you  to  increase  your 
general  education.  You  can  obtain  information 
concerning  these  programs  from  your  career 
counselor  or  education  officer. 

FORMAL  SCHOOLS 

The  Navy  has  available  several  schools  which 
provide  an  excellent  background  in  the  Machinery 
Repairman  rating.  You  may  have  an  opportunity 
to  attend  one  or  more  of  them  during  your  career 
in  the  Navy. 

The  fundamentals  of  machine  shop  practice 
are  taught  in  Machinery  Repairman  "A"  school. 
Classroom  instruction  provides  the  theory  of  basic 
operating  procedures,  safety  precautions  and 
certain  project  procedures,  while  time  spent  in  the 
shop  provides  hands-on  experience,  supervised  by 


1-2 


a  trained  and  skilled  instructor.  Some  of  the 
equipment  that  you  can  expect  to  work  with  in 
this  course  are  lathes,  milling  machines,  drill 
presses,  band  saws,  cutoff  saws,  pedestal  grinders 
and  engraving  machines.  The  length  and  specific 
content  of  the  course  may  vary  from  time  to  time 
to  accommodate  the  needs  of  the  fleet.  You  will 
have  no  difficulty  in  performing  the  work  in  a 
Navy  machine  shop  if  you  apply  yourself  in  MR 
"A"  school. 

Advanced  machine  shop  practice  and  the  heat 
treatment  of  metals  are  taught  in  Navy  schools 
also.  These  courses  are  usually  attended  by 
personnel  in  their  second  and  subsequent 
enlistments  at  "C"  school.  Course  content 
generally  covers  the  information  and  associated 
equipment  required  for  advancement  to  MR1  and 
MRC,  although  the  schools  are  not  required  to 
establish  eligibility  for  advancement. 

You  should  consult  with  your  leading  petty 
officer  or  career  counselor  to  obtain  the  most 
current  information  regarding  school  availability 
and  your  eligibility  to  request  attendance. 


TRAINING  MANUALS 
AND  NONRESIDENT 
TRAINING  COURSES 

Navy  training  manuals  and  nonresident  train- 
ing courses  are  designed  as  a  self-study  method 
to  provide  instruction  to  personnel  in  a  variety 
of  subjects.  You  can  choose  your  own  pace  in 
working  the  courses,  and  you  are  allowed  to  refer 
to  the  book  when  trying  to  decide  on  the  best  or 
correct  answer.  If  you  are  to  learn  anything,  you 
must  work  the  course  yourself  and  not  take  the 
answers  from  someone  else.  Some  training 
manuals  and  nonresident  training  courses  are 
mandatory  for  you  to  complete  to  meet  advance- 
ment requirements.  These  courses  are  listed  in  the 
Manual  for  Advancement,  BUPERINST  1430.16 
(series),  and  in  the  current  (revised  annually)  issue 
of  the  Bibliography  for  Advancement  Study, 
NAVEDTRA  10052  (series),  where  they  are 
indicated  by  asterisks  (*).  Remember  that  as  you 
advance  you  are  responsible  for  the  information 
in  the  training  manuals  for  the  paygrades  below 
yours,  in  addition  to  the  courses  for  the  next 
higher  paygrade.  A  course  offers  an  excellent 
opportunity  to  become  familiar  with  a  subject 
when  you  cannot  be  personally  involved  with  the 
equipment.  There  are  many  small  but  important 
points  that  will  be  covered  in  a  course  that  you 
otherwise  may  not  learn. 


ON-THE-JOB  TRAINING 

On-the-job  training  is  probably  the  most 
valuable  of  all  the  training  methods  available  to 
you.  This  is  where  you  put  the  textbook  theories 
and  general  procedures  into  specific  job  practice 
in  personal  contact  with  the  problem  at  hand.  All 
those  unfamiliar  terms  that  you  read  about  in  a 
course  now  begin  to  fit  into  a  plan  that  makes 
sense  to  you.  The  one  very  important  thing  for 
you  to  remember  is  that  when  you  are  unsure 
about  something,  ask  questions.  An  unusual  job 
experience  is  of  little  value  to  you  if  you  have  to 
wing  your  way  through  it  tooth  and  nail,  guess- 
ing at  each  new  step.  The  people  that  you  work 
with  and  for  had  to  learn  what  they  know  by 
asking  questions,  so  they  won't  think  you  any  less 
efficient  or  valuable  when  you  ask.  There  will  be 
opportunities  to  tackle  jobs  which  are  difficult  and 
seldom  done,  jobs  which  offer  a  great  deal  of 
experience  and  knowledge.  These  are  the  jobs  that 
you  should  be  really  aggressive  in  pursuing  and 
eager  to  accept.  Regardless  of  the  profession  or 
the  employer,  the  person  who  gets  ahead  is  usually 
the  one  who  is  highly  motivated  toward  increasing 
personal  capacity,  thereby,  becoming  more 
valuable  to  his  or  her  employer.  The  Navy  is  no 
different  than  any  other  employer  in  this  sense. 


OTHER  TRAINING  MANUALS 

Some  of  the  publications  you  will  use  are 
subject  to  revision  from  time  to  time— some  at 
regular  intervals,  others  as  the  need  arises.  When 
using  any  publication  that  is  subject  to  revision, 
be  sure  that  you  have  the  latest  edition.  When 
using  any  publication  that  is  kept  current  by 
means  of  changes,  be  sure  you  have  a  copy  in 
which  all  official  changes  have  been  made. 
Studying  canceled  or  obsolete  information  will  not 
help  you  do  your  work  or  advance;  it  is  likely  to 
be  a  waste  of  time,  and  may  even  be  seriously 
misleading. 

The  training  manuals  you  must  use  in  conjunc- 
tion with  this  one  to  attain  your  required 
professional  qualifications  are: 

1.  Mathematics,  Vol  1,  NAVEDTRA  10069 
and  Mathematics,  Vol.  2,  NAVEDTRA  10071. 
These  two  volumes  provide  a  review  of  the 
mathematics  you  will  need  in  shop  work. 

2.  Blueprint    Reading    and   Sketching, 
NAVEDTRA  10077,  provides  information  on 
blueprint  reading  and  layout  work. 


1-3 


3.  Tools  and  Their  Uses,  NAVEDTRA  10085, 
provides  specific  and  practical  information  in  the 
use  of  almost  any  handtool  you  are  likely  to  use. 

It  is  important  that  you  keep  abreast  of 
required  training  manuals.  To  ensure  that  the 
most  current  manual  is  available,  you  should 
check  the  Bibliography  for  Advancement  Study, 
NAVEDTRA  10052  (series),  and  List  of  Train- 
ing Manuals  and  Correspondence  Courses, 
NAVEDTRA  10061  (series).  Both  of  these 
references  are  revised  annually,  so  be  sure  you 
have  the  latest  one. 

In  addition,  there  are  three  sources  of  technical 
information  that  are  ordinarily  available  on  board 
your  ship:  (1)  NAVSHIPS'  Technical  Manual, 
which  contains  the  official  word  on  all  shipboard 
machinery,  (2)  technical  manuals  provided  by  the 
manufacturers  of  machinery  and  equipment  used 
by  the  Navy,  and  (3)  machinist's  handbooks.  Most 
of  these  books  should  be  readily  available. 
However,  if  they  are  not,  your  leading  petty 
officer  or  division  officer  can  request  them 
through  proper  channels. 


SAFETY 

As  a  Machinery  Repairman,  you  will  be 
exposed  to  many  different  health  and  safety 
hazards  every  day.  A  great  many  of  these  are 
common  to  all  personnel  who  work  and  live 
aboard  a  Navy  ship  or  station,  and  some  are 
peculiar  only  to  personnel  who  are  involved  with 
jobs  within  machinery  spaces.  Information 
concerning  these  can  be  found  in  both  the  Fireman 
and  Basic  Military  Requirements  training  manuals 
as  well  as  instructions  prepared  by  your 
command.  In  this  section  we  shall  look  at  some 
of  the  more  common  safety  hazards  you  will  find 
in  a  machine  shop  and  some  of  the  precautions 
you  can  take  to  prevent  an  injury  to  either  yourself 
or  someone  else.  You  will  find  that  safety  is 
stressed  throughout  this  manual  as  well  as  the 
importance  of  an  individual's  responsibility  to  not 
only  be  familiar  with  and  observe  all  safe  working 
standards  personally,  but  also  to  encourage  others 
to  do  so.  Safety  is  a  subject  where  the  "learn  by 
doing"  method  does  not  provide  the  greatest 
advantage. 

Your  eyes  are  one  of  your  most  priceless 
possessions.  When  you  think  about  this  and  try 
to  imagine  how  you  would  get  along  without 
them,  you  will  agree  that  the  slight  inconvenience 
caused  by  wearing  safety  glasses,  goggles  or  a  face 


shield  is  a  small  price  to  pay  for  eye  protection. 
Wear  safety  glasses  or  goggles  any  time  you  are 
around  machinery  in  operation,  including  hand- 
tools,  whether  powered  or  nonpowered.  Safety 
glasses  that  have  side  guards  are  the  most 
effective  for  keeping  out  small  metal  chips  or 
particles  from  grinding  wheels.  You  should  wear 
a  face  shield  and  safety  glasses  at  all  times 
whenever  you  are  around  any  grinding  operation. 

Another  item  of  protection  is  safety-toe  shoes. 
Granted,  the  additional  weight  of  the  steel 
reinforced  toe  does  not  make  them  the  most 
comfortable  shoes  you  can  wear,  but  they  do  offer 
outstanding  foot  protection  and  are  much  more 
comfortable  than  a  cast.  Look  around  your  shop 
at  the  dents  left  in  the  deck  from  objects  being 
dropped.  Do  you  think  your  unprotected  foot 
would  fare  any  better? 

Some  of  the  objects  you  will  be  handling  in 
the  shop  will  have  sharp  or  ragged  edges  on  them 
that  can  cut  easily.  You  should  remove  as  many 
of  these  "burrs"  as  possible  with  a  file.  In  spite 
of  your  filing  efforts,  heavy  objects  will  still  cut 
easily  where  there  is  a  corner.  A  pair  of  leather 
or  heavy  cotton  work  gloves  will  protect  your 
hands  in  these  cases.  You  should  NOT  wear  gloves 
when  operating  machinery.  The  chances  of  their 
being  caught  are  too  great. 

Loose  fitting  clothing  worn  around  moving 
machinery  will  test  your  strength  if  it  is  caught 
in  the  rotating  equipment.  You  would  be  amazed 
at  the  strength  a  shirt  has  when  being  wound  up 
on  a  machine.  Rings,  bracelets  and  other  jewelry 
can  snag  on  projections  of  a  rotating  part  and  take 
a  finger  or  other  part  of  your  body  off  before  you 
know  you  have  a  problem. 

How  many  times  have  you  seen  someone  bend 
over  and  pick  up  a  heavy  object  by  using  his  or 
her  back?  Chances  are  this  same  person  will 
eventually  injure  himself  or  herself.  The  correct 
way  to  lift  any  heavy  object  is  to  get  as  close  to 
the  object  as  you  can,  spread  your  feet  about  a 
foot  apart  and  squat  down  by  bending  your  knees. 
Keep  your  back  straight  during  the  lift.  When  you 
grasp  the  object,  lift  by  using  the  muscles  in  your 
legs  and  hold  the  object  close  to  your  body.  Walk 
slowly  to  your  destination  and  lower  the  part 
exactly  as  you  lifted  it.  If  you  have  to  lift 
something  higher  than  your  waist,  seek  assistance. 
Of  course,  there  is  a  limit  to  how  much  weight 
anyone  can  safely  pick  up  and  this  should  not  be 
exceeded. 

Good  housekeeping  practices  may  demand  a 
little  more  of  your  time  than  you  are  willing  to 
give  on  some  occasions,  but  this  is  just  as 


1-4 


important  to  a  safe  shop  as  any  other  measure 
you  can  take.  Small  chips  made  during  a 
machining  operation  can  become  very  slippery 
when  allowed  to  collect  on  a  steel  deck.  Long,  un- 
broken chips  can  trip  or  cut  someone  walking  past 
them.  Lubricating  oil  that  has  seeped  from  a 
machine  or  a  cutting  oil  thrown  out  by  the 
machine  can  be  an  extreme  hazard  on  a  steel  deck. 
All  liquid  spillage  should  be  cleaned  up  right 
away.  If  your  job  is  causing  a  hazard  to  other 
personnel  by  throwing  chips  or  coolant  into  a 
passageway,  speak  with  your  supervisor  about 
isolating  the  immediate  area  by  stretching  tape 
across  the  area.  Unused  metal  stock,  small  and 
large  parts  of  equipment  being  worked  on, 
toolboxes  and  countless  other  objects  should  not 
be  left  laying  around  the  shop  where  traffic  can 
be  expected  to  go  or  where  a  machine  operator 
may  have  to  be  positioned.  Most  well  organized 
shops  have  a  place  for  storing  all  movable  objects 
and  this  is  the  place  for  them.  It  will  save  you  time 
when  daily  cleanup  or  field  day  comes  along,  and 
it  may  prevent  a  serious  injury. 

To  protect  yourself  from  injury  while 
operating  ship  machinery,  there  are  several  things 
you  can  do.  The  first  thing  is  to  make  sure  that 
you  know  how  the  machine  operates,  what  each 
control  lever  does,  the  capability  of  the  machine 
and  especially  where  the  stop  button  or  clutch 
lever  is  in  case  an  emergency  stop  is  required.  All 
guards  that  cover  gears,  drive  belts,  pulleys  or 
deflect  chips  should  be  in  place  at  all  times.  Use 
the  correct  tool  for  the  job  you  are  doing.  This 
means  more  than  using  a  scraper  to  remove  paint 
instead  of  a  6-inch  ruler.  Every  machine  or  hand- 
tool  has  a  safe  working  limit  that  was  determined 
by  considering  the  stresses  it  is  subjected  to 
during  its  intended  use.  Excessive  pressures  could 
cause  machine  or  tool  failure  followed  by  injury. 

Whenever  you  are  operating  a  machine,  give 
it  your  total  concentration.  Save  daydreaming  for 
a  more  relaxed  time.  If  you  must  talk  with  some- 
one, shut  your  machine  off. 

Electrical  safety  is  not  the  private  respon- 
sibility of  the  electricians.  They  can  keep  the 
equipment  operating  safely  if  they  are  notified 
when  a  problem  exists.  They  cannot  make 
everyone  observe  safety  precautions  when  work- 
ing around  electrically  powered  equipment.  This 
is  a  responsibility  that  each  individual  must  accept 
and  carry  out. 

The  electrical  systems  used  onboard  ships  are 
not  like  those  found  in  your  home,  so  however 
efficient  you  may  feel  you  are  as  a  handyman, 
do  not  attempt  to  make  any  repairs  or  adjustments 


on  any  faulty  equipment  on  board  ship.  Notify 
the  electric  shop  and  let  the  job  be  done  by  the 
trained  electricians. 

There  are  some  basic  safety  precautions  you 
can  observe  while  using  electrical  equipment: 

•  Use   only    authorized    portable   electric 
equipment  which  has  been  tested  by  the  electric 
shop  within  the  prescribed  time  period  and  which 
is  properly  tagged  to  indicate  such  a  test. 

•  Report  all  jury-rigged  portable  electrical 
equipment  to  the  electric  shop. 

•  When  a  plastic-cased  or  double-insulated 
electrically  powered  tool  is  available,  use  it  in 
preference  to  an  older  metal-cased  tool. 

•  Ensure  that  all  metal-cased  electrically 
powered  tools  have  a  three-conductor  cable,  a 
three-prong  grounded  plug  and  that  they  are 
plugged  into  the  proper  type  receptacle. 

•  Wear  rubber  gloves  when  setting  up  and 
using  the  metal-cased  tools  or  when  working 
under  particularly  hazardous  conditions  and  in 
environments  such  as  wet  decks. 

•  Notify  the  electric  shop  when  you  feel  even 
a  slight  tingle  while  operating  electrical  equipment. 

•  Follow  the  safety  precautions  exactly  as 
prescribed  by  your  maintenance  requirement  cards 
when    you    perform    maintenance    on    your 
equipment. 

Always  remember  that  electricity  strikes 
without  warning  and,  unfortunately,  we  cannot 
always  sit  around  and  discuss  what  went  wrong 
after  an  accident  has  happened.  It  is  to  your 
advantage  to  ask  when  you  are  not  sure  of 
something.  NEVER  take  unnecessary  chances  by 
hurrying  or  being  inattentive.  ALWAYS  THINK 
about  what  your  are  going  to  do  before  you  do  it. 


PURPOSES,  BENEFITS, 
AND  LIMITATIONS 
OF  THE  PLANNED 

MAINTENANCE  SYSTEM 

You  will  soon  find,  if  you  have  not  done  so 
already,  that  the  continued  operation  of 
machinery  depends  on  systematic  and  dedicated 
maintenance.  The  following  paragraphs  contain 


1-5 


a  brief  discussion  on  the  purposes,  benefits,  and 
limitations  of  the  Navy's  formal  maintenance 
system,  the  Planned  Maintenance  System.  You 
will  be  involved  in  the  Planned  Maintenance 
System,  to  some  degree,  throughout  your  career 
in  the  Navy. 


PURPOSES 

The  Planned  Maintenance  System  (PMS)  was 
established  for  several  purposes: 

1.  To    reduce   complex   maintenance   to 
simplified  procedures  that  are  easily  identified  and 
managed  at  all  levels. 

2.  To  define  the  minimum  planned  mainte- 
nance required  to  schedule  and  control  PMS 
performance. 

3.  To  describe  the  methods  and  tools  to  be 
used. 

4.  To  provide  for  the  detection  and  prevention 
of  impending  casualties. 

5.  To   forecast  and  plan  manpower  and- 
material  requirements. 

6.  To  plan  and  schedule  maintenance  tasks. 

7.  To  estimate  and  evaluate  material  readi- 
ness. 

8.  To  detect  areas  that  require  additional  or 
improved  personnel  training  and/or  improved 
maintenance  techniques  or  attention. 

9.  To  provide  increased  readiness  of  the  ship. 


BENEFITS 

PMS  is  a  tool  of  command.  By  using  PMS, 
the  commanding  officer  can  readily  determine 
whether  his  ship  is  being  properly  maintained. 
Reliability  is  intensified.  Preventive  maintenance 
reduces  the  need  for  major  corrective 
maintenance,  increases  economy,  and  saves  the 
cost  of  repairs. 

PMS  assures  better  records,  containing  more 
data  that  can  be  useful  to  the  shipboard 
maintenance  manager.  The  flexibility  of  the 
system  allows  for  programming  of  inevitable 
changes  in  employment  schedules,  thereby  help- 
ing to  better  plan  preventive  maintenance. 

Better  leadership  and  management  can  be 
realized  by  reducing  frustrating  breakdowns  and 
irregular  hours  of  work.  PMS  offers  a  means 
of  improving  morale  and  thus  enhances  the 
effectiveness  of  both  enlisted  personnel  and 
officers. 


LIMITATIONS 

The  Planned  Maintenance  System  is  not  self- 
starting;  it  will  not  automatically  produce  good 
results.  Considerable  professional  guidance  is 
required.  Continuous  direction  at  each  echelon 
must  be  maintained,  and  one  individual  must  be 
assigned  both  the  authority  and  the  responsibility 
at  each  level  of  the  system's  operation. 

Training  in  the  maintenance  steps  as  well  as 
in  the  system  will  be  necessary.  No  system  is  a 
substitute  for  the  actual  technical  ability  required 
of  the  officers  and  enlisted  personnel  who  direct 
and  perform  the  upkeep  of  the  equipment. 


SOURCES  OF  INFORMATION 

One  of  the  most  useful  things  you  can  learn 
about  a  subject  is  how  to  find  out  more  about  it. 
No  single  jmblication  can  give  you  all  the 
information  yougieed  to  perform  the  duties  of 
your  rating.  You  should  learn  where  to  look  for 
accurate,  authoritative,  up-to-date  information  on 
all  subjects  related  to  the  naval  requirements  for 
advancement  and  the  occupational  standards  of 
your  rating. 

NAVSEA  PUBLICATIONS 

The  publications  issued  by  the  Naval  Sea 
Systems  Command  are  of  particular  importance 
to  engineering  department  personnel.  Although 
you  do  not  need  to  know  everything  in  these 
publications,  you  should  have  a  general  idea  of 
where  to  find  the  information  they  contain. 

Naval  Ships'  Technical  Manual 

The  Naval  Ships'  Technical  Manual  is  the 
basic  engineering  doctrine  publication  of  the 
Naval  Sea  Systems  Command.  The  manual  is  kept 
up-to-date  by  means  of  quarterly  changes. 

NAVSEA  Deckplate 

The  NAVSEA  Deckplate  is  a  bimonthly 
technical  periodical  published  by  the  Naval 
Sea  Systems  Command  for  the  information  of 
personnel  in  the  naval  establishment  on  the 
design,  construction,  conversion,  operation, 
maintenance,  and  repair  of  naval  vessels  and  their 
equipment,  and  on  other  technical  equipment  and 
on  programs  under  NAVSEA's  control.  This 
magazine  is  particularly  useful  because  it  presents 


1-6 


information  that  supplements  and  clarifies 
information  contained  in  the  Naval  Ships' 
Technical  Manual.  It  is  also  of  considerable 
interest  because  it  presents  information  on  new 
developments  in  naval  engineering.  The  NAVSEA 
Deckplate  was  formerly  known  as  the  NAVSEA 
Journal. 

MANUFACTURER'S  TECHNICAL 

MANUALS 

The  manufacturers'  technical  manuals  fur- 
nished with  most  machinery  units  and  many  items 
of  equipment  are  valuable  sources  of  information 
on  construction,  operation,  maintenance,  and 
repair.  The  manufacturers'  technical  manuals  that 
are  furnished  with  most  shipboard  engineering 
equipment  are  given  NAVSHIPS  numbers. 

DRAWINGS 

Some  of  your  work  as  a  Machinery  Repair- 
man requires  an  ability  to  read  and  work  from 
mechanical  drawings.  You  will  find  information 
on  how  to  read  and  interpret  drawings  in 
Blueprint  Reading  and  Sketching,  NAVEDTRA 
10077  (series). 

In  addition  to  knowing  how  to  read  drawings, 
you  must  know  how  to  locate  applicable  draw- 
ings. For  some  purposes,  the  drawings  included 
in  the  manufacturers'  technical  manuals  for 
the  machinery  or  equipment  may  give  you  the 
information  you  need.  In  many  cases,  however, 
you  will  need  to  consult  the  on-board  drawings. 
The  on-board  drawings,  which  are  sometimes 
referred  to  as  ship's  plans  or  ship's  blueprints,  are 
listed  in  an  index  called  the  ship  drawing  index 
(SDI). 

The  SDI  lists  all  working  drawings  that 
have  a  NAVSHIPS  drawing  number,  all 
manufacturers'  drawings  designated  as  certifica- 
tion data  sheets,  equipment  drawing  lists,  and 
assembly  drawings  that  list  detail  drawings.  The 
on-board  drawings  are  identified  in  the  SDI  by 
an  asterisk  (*). 


Drawings  are  listed  in  numerical  order  in  the 
SDI.  On-board  drawings  are  filed  according  to 
numerical  sequence.  A  cross-reference  list  of 
S-group  numbers  and  consolidated  index  numbers 
is  given  in  Ship  Work  Breakdown  Structure. 


ENGINEERING  HANDBOOKS 

For  certain  types  of  information,  you  may 
need  to  consult  various  kinds  of  engineering 
handbooks — mechanical  engineering  handbooks, 
marine  engineering  handbooks,  piping  hand- 
books, machinery  handbooks,  and  other  hand- 
books that  provide  detailed,  specialized  technical 
data.  Most  engineering  handbooks  contain  a  great 
deal  of  technical  information,  much  of  it  arranged 
in  charts  or  tables.  To  make  the  best  use  of 
engineering  handbooks,  use  the  table  of  contents 
and  the  index  to  locate  the  information  you  need. 


ADDENDUM 

In  addition  to  a  comprehensive  index  that  is 
printed  in  the  back  of  this  manual,  you  will  find 
the  following: 

1.  Appendix  I  contains  23  tables,  such  as 
decimal  equivalents  of  fractions;  division  of  the 
circumference  of  a  circle;  formulas  for  length, 
area,  and  volume;  tapers,  and  so  forth.  You  will 
find  this  information  helpful  in  your  everyday 
shop  work. 

2.  Appendix  II  contains  formulas  for  spur 
gearing. 

3.  Appendix  III  shows  the  derivation  of 
formulas  for  the  diametral  pitch  system. 

4.  Appendix  IV  is  a  glossary  of  terms  peculiar 
to  the  Machinery  Repairman  rating. 


1-7 


CHAPTER  2 

\ 

TOOLROOMS  AND  TOOLS 


Your  proficiency  as  a  Machinery  Repairman 
is  greatly  influenced  by  your  knowledge  of  tools 
and  your  skills  in  using  them.  The  information 
you  will  need  to  become  familiar  with  the  correct 
use  and  care  of  the  many  powered  and  non- 
powered  handtools,  measuring  instruments,  and 
gauges  is  available  from  various  sources  to  which 
you  will  have  access. 

This  training  manual  will  provide  information 
which  applies  to  the  tools  and  instruments  used 
primarily  by  a  Machinery  Repairman.  You  can 
find  additional  information  on  tools  that  are 
commonly  used  by  the  many  different  naval 
ratings  in  Tools  and  Their  Uses,  NAVEDTRA 
10085. 


TOOL  ISSUE  ROOM 

One  of  your  responsibilities  as  a  Machinery 
Repairman  is  the  operation  of  the  tool  crib  or  tool 
issuing  room.  You  should  ensure  that  the 
necessary  tools  are  available  and  in  good  condition 
and  that  an  adequate  supply  of  consumable  items 
(oil,  wiping  rags,  bolts,  nuts,  and  screws)  is 
available. 

Operating  and  maintaining  a  toolroom  is 
simple  if  the  correct  procedures  and  methods  are 
used  to  set  up  the  system.  Some  of  the  basic 
considerations  in  operating  a  toolroom  are  (1)  the 
issue  and  custody  of  tools;  (2)  replacement  of 
broken,  worn,  or  lost  tools;  and  (3)  proper  storage 
and  maintenance  of  tools. 

ORGANIZATION  OF  THE  TOOLROOM 

Shipboard  toolrooms  are  limited  in  size  by  the 
design  characteristics  of  the  ship.  Therefore,  the 
space  set  aside  for  this  purpose  must  be  used  as 
efficiently  as  possible.  Since  the  number  of 
tools  required  aboard  ship  is  extensive,  tool- 
rooms usually  tend  to  be  overcrowded.  Certain 
peculiarities  in  shipboard  toolrooms  also  require 
consideration.  For  example:  The  motion  of  the 


ship  at  sea  requires  that  tools  be  made  secure  to 
prevent  movement.  The  moisture  content  of  the 
air  requires  that  the  tools  be  protected  from 
corrosion. 

Permanent  bins,  shelves,  and  drawers  cannot 
easily  be  changed  in  the  toolroom.  However, 
existing  storage  spaces  can  be  reorganized  by 
dividing  larger  bins  and  relocating  tools  to 
provide  better  use  of  space. 

Hammers,  wrenches,  and  other  tools  that  do 
not  have  cutting  edges  may  normally  be  stored 
in  bins.  They  also  may  be  segregated  by  size  or 
other  designation.  Tools  with  cutting  edges  require 
more  space  to  prevent  damage  to  the  cutting 
edges.  Usually  these  tools  are  stored  on  shelves 
lined  with  wood,  on  pegboards,  or  on  hanging 
racks.  Pegboards  are  especially  adaptable  for  tools 
such  as  milling  cutters.  Some  provision  must  be 
made  to  keep  these  tools  from  falling  off  of  the 
boards  when  the  ship  is  rolling.  Precision  tools 
(micrometers,  dial  indicators  and  so  forth)  should 
be  stored  in  felt-lined  wooden  boxes  in  a  cabinet 
to  reduce  the  effects  of  vibration.  This  arrange- 
ment allows  a  quick  daily  inventory.  It  also 
prevents  the  instruments  from  being  damaged  by 
contact  with  other  tools.  Rotating  bins  can  be  used 
to  store  large  supplies  of  small  parts,  such  as  nuts 
and  bolts.  Rotating  bins  provide  rapid  selection 
from  a  wide  range  of  sizes.  Figures  2-1,  2-2,  and 
2-3  show  some  of  the  common  methods  of  tool 
storage. 

Frequently  used  tools  should  be  located  near 
the  issuing  door  so  that  they  are  readily  available. 
Seldom  used  tools  should  be  placed  in  out  of  the 
way  areas  such  as  on  top  of  bins  or  in  spaces  that 
cannot  be  used  efficiently  because  of  size  and 
shape.  Heavy  tools  should  be  placed  in  spaces  or 
areas  where  a  minimum  of  lifting  is  required. 
Portable  power  tools  should  be  stored  in  racks. 
Provisions  should  be  made  for  storage  of  electrical 
extension  cords  and  the  cords  of  electric  power 
tools. 

All  storage  areas  such  as  bins,  drawers,  and 
lockers  should  be  clearly  marked  for  ease  in 


2-1 


Figure  2-1. — Method  of  tool  storage. 


28.333.1 


Figure  2-2. — Method  of  tool  storage. 


28.334 


2-2 


28.335 


Figure  2-3.— Method  of  tool  storage. 


2-3 


You  will  be  responsible  for  the  condition  of 
all  the  tools  and  equipment  in  the  toolroom.  You 
should  inspect  all  tools  as  they  are  returned  to 
determine  if  they  need  repairs  or  adjustment.  Set 
aside  a  space  for  damaged  tools  to  prevent  issue 
of  these  tools  until  they  have  been  repaired. 

You  should  wipe  clean  all  returned  tools  and 
give  their  metal  surfaces  a  light  coat  of  oil.  Check 
all  precision  tools  upon  issue  and  return  to 
determine  if  they  are  accurate.  Keep  all  spaces 
clean  and  free  of  dust  to  prevent  foreign  matter 
from  getting  into  the  working  parts  of  tools. 

Plan  to  spend  a  portion  of  each  day  recondi- 
tioning damaged  tools.  This  is  important  in  keep- 
ing the  tools  available  for  issue  and  will  prevent 
an  accumulation  of  damaged  tools. 

CONTROL  OF  TOOLS 

You  will  issue  and  receive  tools  and  maintain 
custody  of  the  tools.  Be  sure  that  a  method  of 
identifying  a  borrower  with  the  tool  is  established, 
and  that  provisions  are  made  for  periodic 
inventory  of  available  tools. 

There  are  two  common  methods  of  tool 
issue  control:  the  tool  check  system  and  the 
mimeographed  form  or  tool  chit  system.  Some 
toolrooms  may  use  a  combination  of  both  of  these 
systems.  For  example:  Tool  checks  may  be  used 
for  machine  shop  personnel,  and  mimeographed 
forms  may  be  used  for  personnel  outside  the  shop. 

Tool  checks  are  either  metal  or  plastic  disks 
stamped  with  numbers  that  identify  the  borrower. 
In  this  system  the  borrower  presents  a  check  for 
each  tool,  and  the  disk  is  placed  on  a  peg  near 
the  space  from  which  the  tool  was  taken.  The 
advantage  of  this  system  is  that  very  little  time 
is  spent  completing  the  process. 

If  the  tools  are  loaned  to  all  departments  in 
the  ship,  mimeographed  forms  generally  are  used. 
The  form  has  a  space  for  listing  the  tools,  the 
borrower's  name,  the  division  or  department,  and 
the  date.  This  system  has  the  advantage  of 
allowing  anyone  in  the  ship's  crew  to  borrow  tools 
and  of  keeping  the  toolroom  keeper  informed  as 
to  who  has  the  tools,  and  how  long  they  have  been 
out. 

You  must  know  the  location  of  tools  and 
equipment  out  on  loan,  how  long  tools  have 
been  out,  and  the  amount  of  equipment  and 
consumable  supplies  you  have  on  hand.  To  know 
this,  you  will  have  to  make  periodic  inventories. 


help  you  decide  whether  more  strict  control  of 
equipment  is  required  and  whether  you  need  to 
procure  more  tools  and  equipment  for  use. 

Some  selected  items,  called  controlled 
equipage,  will  require  an  increased  level  of 
management  and  control  due  to  their  high  cost, 
vulnerability  to  pilferage,  or  their  importance  to 
the  ship's  mission.  The  number  of  tools  and 
instruments  in  this  category  under  the  control  of 
a  Machinery  Repairman  is  generally  small. 
However,  it  is  important  that  you  be  aware  of 
controlled  equipage  items.  You  can  get  detailed 
information  about  the  designation  of  controlled 
equipage  from  the  supply  department  of  your 
activity.  When  these  tools  are  received  from  the 
supply  department,  your  department  head  will  be 
required  to  sign  a  custody  card  for  each  item, 
indicating  a  definite  responsibility  for  manage- 
ment of  the  item.  The  department  head  will  then 
require  signed  custody  cards  from  personnel 
assigned  to  the  division  or  shop  where  the  item 
will  be  stored  and  used.  As  a  toolroom  keeper, 
you  may  be  responsible  for  controlling  the  issue 
of  these  tools  and  ensuring  their  good  condition. 
If  these  special  tools  are  lost  or  broken  beyond 
repair,  replacement  cannot  be  made  until  the 
correct  survey  procedures  have  been  completed. 
Formal  inventories  of  these  items  are  conducted 
periodically  as  directed  by  your  division  officer 
or  department  head. 

As  a  toolroom  keeper,  you  may  have 
additional  duties  as  a  supply  representative  for 
your  department  or  division.  You  can  find 
information  on  procurement  of  tools  and  supplies 
in  Military  Requirements  for  Petty  Officer  3  & 
2,  NAVEDTRA  10056. 

SAFETY  IN  THE  TOOLROOM 
AND  THE  SHOP 

The  toolroom,  because  of  its  relatively  small 
size  and  the  large  quantity  of  different  tools  which 
are  stored  in  it,  can  become  very  dangerous  if  all 
items  are  not  kept  stored  in  their  proper  places. 
At  sea  the  toolroom  can  be  especially  hazardous 
if  the  proper  precautions  are  not  followed  for 
securing  all  drawers,  bins,  pegboards,  and  other 
storage  facilities.  Fire  hazards  are  sometimes 
overlooked  in  the  toolroom.  When  you  consider 
the  flammable  liquids  and  wiping  rags  stored  in 
or  issued  from  the  toolroom,  there  is  a  real  danger 
present. 


2-4 


Several  of  your  jobs  are  directly  connected  to  the 
good  working  order  and  safe  use  of  tools  in  the 
shop.  If  you  were  to  issue  an  improperly  ground 
twist  drill  to  someone  who  did  not  have  the 
experience  to  recognize  the  defect,  the  chances  of 
the  person  being  injured  by  the  drill  "digging  in" 
or  throwing  the  workpiece  out  of  the  drill  press 
would  be  very  real.  A  wrench  which  has  been 
sprung  or  worn  oversize  can  become  a  real 
"knucklebuster"  to  any  unsuspecting  user.  An 
outside  micrometer  out  of  calibration  can  cause 
trouble  if  someone  is  trying  to  press  fit  two  parts 
together  using  a  hydraulic  press.  An  electric- 
powered  handtool  that  was  properly  inspected  and 
tagged  last  week  but  has  had  the  plug  crushed 
since  then  can  kill  the  user.  The  list  of  potential 
disasters  that  you  as  an  individual  have  some 
influence  in  preventing  is  endless.  The  important 
thing  to  remember  is  that  you  as  a  toolroom 
keeper  contribute  more  to  the  mission  of  the  Navy 
than  first  meets  the  eye. 


SHOP  MEASURING  GAUGES 

Practically  all  shop  jobs  require  measuring  or 
gauging.  You  will  most  likely  measure  or  gauge 
flat  or  round  stock;  the  outside  diameters  of  rods, 
shafts,  or  bolts;  slots,  grooves,  and  other 
openings;  thread  pitch  and  angle;  spaces  between 
surfaces;  or  angles  and  circles. 

For  some  of  these  operations,  you  will  have 
a  choice  of  which  instrument  to  use,  but  in  other 
instances  you  will  need  a  specific  instrument.  For 
example,  when  precision  is  not  important,  a 
simple  rule  or  tape  will  be  suitable,  but  in  other 
instances,  when  precision  is  of  prime  importance, 
you  will  need  a  micrometer  to  obtain  measure- 
ment of  desired  accuracy. 

The  term  "gauge,"  as  used  in  this  chapter 
identifies  any  device  which  can  be  used  to 
determine  the  size  or  shape  of  an  object.  There 
is  no  significant  difference  between  gauges  and 
measuring  instruments.  They  are  both  used  to 
compare  the  size  or  shape  of  an  object  against  a 
scale  or  fixed  dimension.  However,  there  is  a 
distinction  between  measuring  and  gauging  which 
is  easily  explained  by  an  example.  Suppose  that 
you  are  turning  work  in  a  lathe  and  want  to  know 
the  diameter  of  the  work.  Take  a  micrometer,  or 
perhaps  an  outside  caliper,  adjust  its  opening 
to  the  exact  diameter  of  the  workpiece,  and 


time  to  measure  it,  set  the  caliper  at  a  reading 
slightly  greater  than  the  final  dimension  desired; 
then,  at  intervals  during  turning  operations, 
gauge,  or  "size,"  the  workpiece  with  the  locked 
instrument.  After  you  have  reduced  the  workpiece 
dimension  to  the  dimension  set  on  the  instrument, 
you  will,  of  course,  need  to  measure  the  work 
while  finishing  it  to  the  exact  dimension  desired. 

ADJUSTABLE  GAUGES 

You  can  adjust  adjustable  gauges  by  moving 
the  scale  or  by  moving  the  gauging  surface  to  the 
dimensions  of  the  object  being  measured  or 
gauged.  For  example,  on  the  dial  indicator,  you 
can  adjust  the  face  to  align  the  indicating  hand 
with  the  zero  point  on  the  dial.  On  verniers, 
however,  you  move  the  measuring  surface  to  the 
dimensions  of  the  object  being  measured. 

Dial  Indicators 

Dial  indicators  are  used  by  Machinery  Repair- 
man in  setting  up  work  in  machines  and  in 
checking  the  alignment  of  machinery.  Proficiency 
in  the  use  of  the  dial  indicator  will  require  a  lot 
of  practice,  and  you  should  use  the  indicator  as 
often  as  possible  to  aid  you  in  doing  more  accurate 
work. 

Dial  indicator  sets  (fig.  2-4)  usually  have 
several  components  that  permit  a  wide  variation 


CLAMP    AND 
CLAMP     HOLDING 
INDICATOR  R°D ' 

HOLDING    ROD 


HOLE 
ATTACHMENT 


TOOL 
POST- 
HOLDER 


Figure  2-4.— Universal  dial  indicator. 


2-5 


nexiDiiity  or  setup,  tne  clamp  and  noiamg  roas 
permit  setting  the  indicator  to  the  work,  the  hole 
attachment  indicates  variation  or  run  out  of 
inside  surfaces  of  holes,  and  the  tool  post  holder 


When  you  are  preparing  to  use  a  dial 
indicator,  there  are  several  things  that  you  should 
check.  Dial  indicators  come  in  different  degrees 
of  accuracy.  Some  will  give  readings  to  one 


Figure  2-5 — Applications  of  a  dial  indicator. 


2-6 


(0.005)  of  an  inch.  Dial  indicators  also  differ 
in  the  total  range  or  amount  that  they  will 
indicate.  If  a  dial  indicator  has  a  total  of  one 
hundred  thousandths  of  an  (0.100)  inch  in 
graduations  on  its  face  and  has  a  total  range 
of  two  hundred  thousandths  (0.200)  of  an 
inch,  the  needle  will  only  make  two  revolutions 
before  it  begins  to  exceed  its  limit  and  jams 
up.  The  degree  of  accuracy  and  range  of  a  dial 
indicator  is  usually  shown  on  its  face.  Before  you 
use  a  dial  indicator,  carefully  depress  the  contact 
point  and  release  it  slowly;  rotate  the  movable  dial 
face  so  the  dial  needle  is  on  zero.  Depress  and 
release  the  contact  point  again  and  check  to 
ensure  that  the  dial  pointer  returns  to  zero;  if  it 
does  not,  have  the  dial  indicator  checked  for 
accuracy. 


A  vernier  caliper  (fig.  2-6)  can  be  used  to 
measure  both  inside  and  outside  dimensions. 
Position  the  appropriate  sides  of  the  jaws  on  the 
surface  to  be  measured  and  read  the  caliper  from 
the  side  marked  inside  or  outside  as  required. 
There  is  a  difference  in  the  zero  marks  on  the  two 
sides  that  is  equal  to  the  thickness  of  the  tips  of 
the  two  jaws,  so  be  sure  to  read  the  correct  side. 
Vernier  calipers  are  available  in  sizes  ranging  from 
6  inches  to  6  feet  and  are  graduated  in  increments 
of  thousandths  (0.001)  of  an  inch.  The  scales  on 
vernier  calipers  made  by  different  manufacturers 
may  vary  slightly  in  length  or  number  of  divisions; 
however,  they  are  all  read  basically  the  same  way. 
Simplified  instructions  for  interpreting  the 
readings  are  covered  in  Tools  and  Their  Uses, 
NAVEDTRA  10085. 


28.314 


Figure  2-6. — Vernier  caliper. 


2-7 


out  work  for  machining  operations  or  to  check 
the  dimensions  on  surfaces  which  have  been 
machined.  Attachments  for  the  gauge  include  the 
offset  scriber  shown  attached  to  the  gauge  in 
figure  2-7.  The  offset  scriber  lets  you  measure 
from  the  surface  plate  with  readings  taken  directly 
from  the  scale  without  having  to  make  any 
calculations.  As  you  can  see  in  figure  2-7,  if  you 
were  using  a  straight  scriber,  you  would  have  to 
calculate  the  actual  height  by  taking  into  account 
the  distance  between  the  surface  plate  and  the  zero 
mark.  Some  models  have  a  slot  in  the  base  for 
the  scriber  to  move  down  to  the  surface  and  a  scale 
that  permits  direct  reading.  Another  attachment 
is  a  rod  that  permits  depth  readings.  Small  dial 


as  a  vernier  caliper. 


Dial  Vernier  Caliper 

A  dial  vernier  caliper  (fig.  2-8)  looks  much  like 
a  standard  vernier  caliper  and  is  also  graduated 
in  one-thousandths  (0.001)  of  an  inch.  The  main 
difference  is  that  instead  of  a  double  scale,  as  on 
the  vernier  caliper,  the  dial  vernier  has  the 
inches  marked  only  along  the  main  body  of  the 
caliper  and  a  dial  with  two  hands  to  indicate 
hundredths  (0.100)  and  thousandths  (0.001)  of  an 
inch.  The  range  of  the  dial  vernier  caliper  is 
usually  6  inches. 


28.4(28D) 


Figure  2-7. — Vernier  height  gauge. 


2-8 


A,  MEASURING  THE  INSIDE 


B.  MEASURING  THE  OUTSIDE 


28.315 


Figure  2-8.— Dial  vernier  caliper. 


2-9 


28.316 


Figure  2-9.— Dial  bore  gauge. 


\jlic  ui  LUC  iiiusi  aiA.uj.aLe  luuia  iui 

a  cylindrical  bore  or  for  checking  a  bore  for  out- 
of-roundness  or  taper  is  the  dial  bore  gauge.  The 
dial  bore  gauge  (fig.  2-9)  does  not  give  a 
direct  measurement;  it  gives  you  the  amount  of 
deviation  from  a  preset  size  or  the  amount  of 
deviation  from  one  part  of  the  bore  to  another. 
A  master  ring  gauge,  outside  micrometer,  or 
vernier  caliper  can  be  used  to  preset  the  gauge. 
A  dial  bore  gauge  has  two  stationary  spring- 
loaded  points  and  an  adjustable  point  to  permit 
a  variation  in  range.  These  three  points  are  evenly 
spaced  to  allow  accurate  centering  of  the  tool  in 
the  bore.  A  fourth  point,  the  tip  of  the  dial 
indicator,  is  located  between  the  two  stationary 
points.  By  simply  rocking  the  tool  in  the  bore, 
you  can  observe  the  amount  of  variation  on  the 
dial.  Accuracy  to  one  ten-thousandth  (0.0001)  of 
an  inch  is  possible  with  some  models  of  the  dial 
bore  gauge. 

Internal  Groove  Gauge 

The  internal  groove  gauge  is  very  useful  for 
measuring  the  depth  of  an  O-ring  groove  or  other 
recesses  inside  a  bore.  This  tool  lets  you  measure 
a  deeper  recess  and  one  located  farther  back  in 
the  bore  than  if  you  were  to  use  an  inside  caliper. 
As  with  the  dial  bore  gauge,  this  tool  must  be  set 
with  gauge  blocks,  a  vernier  caliper,  or  an  out- 
side micrometer.  The  reading  taken  from  the  dial 
indicator  on  the  groove  gauge  represents  the  dif- 
ference between  the  desired  recess  or  groove  depth 
and  the  measured  depth. 

Universal  Vernier  Bevel  Protractor 

The  universal  vernier  bevel  protractor  (fig. 
2-10)  is  the  tool  you  will  use  to  lay  out  or  measure 
angles  on  work  to  very  close  tolerances.  The 
vernier  scale  on  the  tool  permits  measuring  an 
angle  to  within  1/12°  (5  minutes)  and  can  be  used 
completely  through  360°.  Interpreting  the  reading 
on  the  protractor  is  similar  to  the  method  used 
on  the  vernier  caliper. 

Universal  Bevel 

The  universal  bevel  (fig.  2-11),  because  of  the 
offset  in  the  blade,  is  very  useful  for  bevel  gear 
work  and  for  checking  angles  on  lathe  workpieces 
which  cannot  be  reached  with  an  ordinary  bevel. 
The  universal  bevel  must  be  set  and  checked  with 


2-10 


Figure  2-10. — Universal  vernier  bevel  protractor. 


28.317 


28.5 


Figure  2-11.— Universal  bevel. 


2-11 


Gear  Tooth  Vernier 
Cutter  Clearance  Gauge 

'''  ''    """•  '""•'- 


Adjustable  Parallel 


Figure  2-12._Gear  tooth  vernier. 


28.318 


2-12 


28.7 


Figure  2-13. — Cutter  clearance  gauge. 


minimum  iimus.  i  ms  msirumem,  constructed  to 
about  the  same  accuracy  of  dimensions  as  parallel 
blocks,  is  very  useful  in  leveling  and  positioning 
setups  in  a  milling  machine  or  in  a  shaper  vise. 
An  outside  micrometer  is  usually  used  to  set  the 
adjustable  parallel  for  height. 

Surface  Gauge 

A  surface  gauge  (fig.  2-15  is  useful  in  gauging 
or  measuring  operations.  It  is  used  primarily  in 
layout  and  alignment  work.  The  surface  gauge 
is  commonly  used  with  a  scriber  to  transfer 
dimensions  and  layout  lines.  In  some  cases  a  dial 
indicator  is  used  with  the  surface  gauge  to  check 
trueness  or  alignment. 

FIXED  GAUGES 

Fixed  gauges  cannot  be  adjusted.  They  can 
generally  be  divided  into  two  categories, 
graduated  and  nongraduated.  The  accuracy  of 
your  work,  when  you  use  fixed  gauges,  will 
depend  on  your  ability  to  determine  the  difference 
between  the  work  and  the  gauge.  For  example, 
a  skilled  machinist  can  take  a  dimension 
accurately  to  within  0.005  of  an  inch  or  less  when 


Figure  2-14. — Adjustable  parallel. 


28.6 


2-13 


SURFACE 
PLATE 


28.9 


Figure  2-15. — Setting  a  dimension  on  a  surface  gauge. 


using  a  common  rule.  Practical  experience  in  the 
use  of  these  gauges  will  increase  your  ability  to 
take  accurate  measurements. 

Graduated  Gauges 

Graduated  gauges  are  direct  reading  gauges  in 
that  they  have  scales  inscribed  on  them  enabling 
you  to  take  a  reading  while  using  the  gauge.  The 
gauges  in  this  group  are  rules,  scales,  thread 
gauges,  and  feeler  gauges. 

RULES.— The  steel  rule  with  holder  set  (fig. 
2-16A)  is  convenient  for  measuring  recesses.  It  has 
a  long  tubular  handle  with  a  split  chuck  for 
holding  the  ruled  blade.  The  chuck  can  be 
adjusted  by  a  knurled  nut  at  the  top  of  the  holder, 
allowing  the  rule  to  be  set  at  various  angles.  The 
set  has  rules  ranging  from  1/4  to  1  inch  in  length. 

The  angle  rule  (fig.  2-16B)  is  useful  in 
measuring  small  work  mounted  between  centers 
on  a  lathe.  The  long  side  of  the  rule  (ungraduated) 
is  placed  even  with  one  shoulder  of  the  work.  The 
graduated  angle  side  of  the  rule  can  then  be 
positioned  easily  over  the  work. 


Another  useful  device  is  the  keyset  rule  (fig. 
2-16C).  It  has  a  straightedge  and  a  6-inch 
machinist 's-type  rule  arranged  to  form  a  right 
angle  square.  This  rule  and  straightedge  combina- 
tion, when  applied  to  the  surface  of  a  cylindrical 
workpiece,  makes  an  excellent  guide  for  drawing 
or  scribing  layout  lines  parallel  to  the  axis  of  the 
work.  You  will  find  this  device  very  convenient 
when  making  keyseat  layouts  on  shafts. 

You  must  take  care  of  your  rules  if  you 
expect  them  to  give  accurate  measurements.  Do 
not  allow  them  to  become  battered,  covered  with 
rust,  or  otherwise  damaged  so  that  the  markings 
cannot  be  read  easily.  Do  not  use  them  for 
scrapers,  for  once  rules  lose  their  sharp  edges  and 
square  corners  their  general  usefulness  is 
decreased. 

SCALES. — A  scale  is  similar  in  appearance 
to  a  rule,  since  its  surface  is  graduated  into  regular 
spaces.  The  graduations  on  a  scale,  however, 
differ  from  those  on  a  rule  because  they  are  either 
larger  or  smaller  than  the  measurements  indicated. 
For  example,  a  half-size  scale  is  graduated  so  that 


2-14 


ANGLE  RULE 


RULE  WITH  HOLDER 


CENTER 
LINE  OF  WORK 


KEYSEAT 
CLAMPS 


Figure  2-16. — Special  rules  for  shop  use. 


28.10 


1  inch  on  the  scale  is  equivalent  to  an  actual 
measurement  of  2  inches;  a  12-inch  long  scale  of 
this  type  is  equivalent  to  24  inches.  A  scale, 
therefore,  gives  proportional  measurements 
instead  of  the  actual  measurements  obtained  with 
a  rule.  Like  rules,  scales  are  made  of  wood, 
plastic,  or  metal,  and  they  generally  range  from 
6  to  24  inches. 

ACME  THREAD  TOOL  GAUGE.— This 

gauge  (fig.  2-17)  is  used  to  both  grind  the  tool  used 
to  machine  Acme  threads  and  to  set  the  tool  up 
in  the  lathe.  The  sides  of  the  Acme  thread  have 
an  included  angle  of  29°  (14  1/2°  to  each  side), 
and  this  is  the  angle  made  into  the  gauge.  The 
width  of  the  flat  on  the  point  of  the  tool  varies 
according  to  the  number  of  threads  per  inch.  The 
gauge  provides  different  slots  for  you  to  use  as 
a  guide  when  you  grind  the  tool.  Setting  the  tool 
up  in  the  lathe  is  simple.  First,  ensure  that  the  tool 
is  centered  on  the  work  as  far  as  height  is 


5.16.1 


Figure  2-17.— Acme  thread  gauges. 


2-15 


Til  1 1 II 1 1 II I    A 


5.16.2 


Figure  2-18. — Center  gauge. 


Figure  2-19. — Feeler  (thickness)  gauge. 


4.19 


concerned.  Then,  with  the  gauge  edge  laid  parallel 
to  the  centerline  of  the  work,  adjust  the  side  of 
your  tool  until  it  fits  the  angle  on  the  gauge  very 
closely. 

CENTER  GAUGE.— The  center  gauge  (fig. 
2-18)  is  used  like  the  Acme  thread  gauge.  Each 
notch  and  the  point  of  the  gauge  has  an  included 
angle  of  60°.  The  gauge  is  used  primarily  to  check 
and  to  set  the  angle  of  the  V-sharp  and  other  60  ° 
standard  threading  tools.  The  center  gauge  is  also 
used  to  check  the  lathe  centers.  The  edges  are 
graduated  into  1/4,  1/24,  1/32,  and  1/64  inch  for 
ease  in  determining  the  pitch  of  threads  on  screws. 

FEELER  GAUGE.— A  feeler  (thickness) 
gauge,  like  the  one  shown  in  figure  2-19,  is  used 
to  determine  distances  between  two  closely  mating 
surfaces.  This  gauge  is  made  like  a  jackknife  with 
blades  of  various  thicknesses.  When  you  use  a 
combination  of  blades  to  get  a  desired  gauge 
thickness,  try  to  place  the  thinner  blades  between 
the  heavier  ones  to  protect  the  thinner  blades  and 
to  prevent  their  kinking.  Do  not  force  blades  into 
openings  which  are  too  small;  the  blades  may  bend 
and  kink.  A  good  way  to  get  the  "feel"  of  using 
a  feeler  gauge  correctly  is  to  practice  with  the 
gauge  on  openings  of  known  dimensions. 


28.338 


Figure  2-20. — Fillet  or  radius  gauges. 


28.11 


Figure  2-21. — Straightedge. 


28.12 


Figure  2-22. — Machinist's  square. 


RADIUS  GAUGE.— The  radius  gauge  (fig. 
2-20)  is  often  underrated  in  its  usefulness  to  the 
machinist.  Whenever  possible,  the  design  of  most 
parts  includes  a  radius  located  at  the  shoulder 
formed  when  a  change  is  made  in  the  diameter. 
This  gives  the  part  an  added  margin  of  strength  at 


2-16 


iwu  euiuws,   uuc  uccu 


cnu,    wmwu 


28.339 


Figure  2-23.— Sine  bars. 


that  particular  place.  When  a  square  shoulder  is 
machined  in  a  place  where  a  radius  should  have 
been,  the  possibility  that  the  part  will  fail  by  bend- 
ing or  cracking  is  increased.  The  blades  of  most 
radius  gauges  have  both  concave  (inside  curve)  and 
convex  (outside  curve)  radii  in  the  common  sizes. 

Nongraduated  Gauges 

Nongraduated  gauges  are  used  primarily  as 
standards,  or  to  determine  the  accuracy  of  form 
or  shape. 

STRAIGHTEDGES.— Straightedges  look  very 
much  like  rules,  except  that  they  are  not  graduated. 
They  are  used  primarily  for  checking  surfaces  for 
straightness;  however,  they  can  also  be  used  as 
guides  for  drawing  or  scribing  straight  lines.  Two 
types  of  straightedges  are  shown  in  figure  2-21. 
Part  A  shows  a  straightedge  made  of  steel  which 
is  hardened  on  the  edges  to  prevent  wear;  it  is  the 
one  you  will  probably  use  most  often.  The 
straightedge  shown  in  Part  B  has  a  knife  edge  and 
is  used  for  work  requiring  extreme  accuracy. 


balance  points.  When  a  box  is  not  provided,  place 
resting  pads  on  a  flat  surface  in  a  storage  area 
where  no  damage  to  the  straightedge  will  occur 
from  other  tools.  Then,  place  the  straightedge  so 
the  two  balance  points  sit  on  the  resting  pads. 

MACHINIST'S  SQUARE.—  The  most  com- 
mon type  of  machinist's  square  has  a  hardened 
steel  blade  securely  attached  to  a  beam.  The  steel 
blade  is  NOT  graduated.  (See  fig.  2-22.)  This 
instrument  is  very  useful  in  checking  right  angles 
and  in  setting  up  work  on  shapers,  milling 
machines,  and  drilling  machines.  The  size  of 
machinist's  squares  ranges  from  1  1/2  to  36  inches 
in  blade  length.  You  should  take  the  same  care 
of  machinist's  squares,  in  storage  and  use,  as  you 
do  with  a  micrometer. 

SINE  BAR.—  A  sine  bar  (fig.  2-23)  is  a 
precision  tool  used  to  establish  angles  which 
required  extremely  close  accuracy.  When  used  in 
conjunction  with  a  surface  plate  and  gauge  blocks, 
angles  are  accurate  to  1  minute  (1/60°).  The  sine 
bar  may  be  used  to  measure  angles  on  work  and 
to  lay  out  an  angle  on  work  to  be  machined,  or 
work  may  be  mounted  directly  to  the  sine  bar  for 
machining.  The  cylindrical  rolls  and  the  parallel 
bar,  which  make  up  the  sine  bar,  are  all  precision 
ground  and  accurately  positioned  to  permit  such 
close  measurements.  Be  sure  to  repair  any 
scratches,  nicks,  or  other  damage  before  you  use 
the  sine  bar,  and  take  care  in  using  and  storing 
the  sine  bar.  Instructions  on  using  the  sine  bar 
are  included  in  chapter  3. 

PARALLEL  BLOCKS.—  Parallel  blocks  (fig. 
2-24)  are  hardened,  ground  steel  bars  that  are  used 
in  laying  out  work  or  setting  up  work  for  machin- 
ing. The  surfaces  of  the  parallel  block  are  all  either 


. 


28.319 


Figure  2-24. — Parallel  blocks. 

2-17 


pairs  and  in  standard  fractional  dimensions.  Use 
care  in  storing  and  handling  them  to  prevent 
damage.  If  it  becomes  necessary  to  regrind  the 
parallel  blocks,  be  sure  to  change  the  size  stamped 
on  the  ends  of  the  blocks. 

GAUGE  BLOCKS.— Gauge  blocks  are  used 
as  master  gauges  to  set  and  check  other  gauges 
and  instruments.  Their  accuracy  is  from  eight 
millionths  (0.000008)  of  an  inch  to  two  millionths 
(0.000002)  of  an  inch,  depending  on  the  grade  of 
the  set.  To  visualize  this  minute  amount,  consider 
that  the  thickness  of  a  human  hair  divided  1 ,500 
times  equals  0.000002  inch.  This  degree  of  accu- 
racy applies  to  the  thickness  of  the  gauge  block, 
the  parallelism  of  the  sides,  and  the  flatness  of  the 
surfaces.  To  attain  this  accuracy,  a  fine  grade  of 
hardenable  alloy  steel  is  ground  and  then  lapped 
until  the  gauge  blocks  are  so  smooth  and  flat  that 
when  they  are  "wrung"  or  placed  one  atop  the 
other  in  the  proper  manner,  you  cannot  separate 
them  by  pulling  straight  out.  A  set  of  gauge  blocks 
has  enough  different  size  blocks  that  you  can  estab- 
lish any  measurement  within  the  accuracy  and 
range  of  the  set.  As  you  might  expect,  anything 
so  accurate  requires  exceptional  care  to  prevent 
damage  and  to  ensure  continued  accuracy.  A  dust- 
free  temperature-controlled  atmosphere  is  pre- 
ferred. After  use,  wipe  each  block  clean  of  all 
marks  and  fingerprints  and  coat  it  with  a  thin 
layer  of  white  petrolatum  to  prevent  rust. 

MICROMETER  STANDARDS.— Microm- 
eter standards  are  either  disk-  or  tubular-shaped 
gauges  that  are  used  to  check  outside  micrometers 
for  accuracy.  Standards  are  made  in  sizes  so  that 
any  size  micrometer  can  be  checked.  They  should 
be  used  on  a  micrometer  on  a  regular  basis  to 
ensure  continued  accuracy.  Additional  informa- 
tion for  the  use  of  the  standards  are  given  later 
in  this  chapter. 

RING  AND  PLUG  GAUGES.— A  ring  gauge 
(fig.  2-25)  is  a  cylindrically-shaped  disk  that  has 
a  precisely  ground  bore.  Ring  gauges  are  used  to 
check  machined  diameters  by  sliding  the  gauge 
over  the  surface.  Straight,  tapered,  and  threaded 
diameters  can  be  checked  by  using  the  appropriate 
gauge.  The  ring  gauge  is  also  used  to  set  other 
measuring  instruments  to  the  basic  dimension 
required  for  their  operation.  Normally,  ring 
gauges  are  available  with  a  "GO"  and  a  "NO 
GO"  size  that  represents  the  tolerance  allowed  for 
the  particular  size  or  job. 


A.     PLAIN    CYLINDRICAL  PLUG  GAUGE 


GAUGE   LINE 
TAPER    PLUG  GAUGE 


c.  PLAIN  CYLINDRICAL  RING  GAUGE 


•GAUGE    LINE 
0.    TAPER     RING    GAUGE 


28.340 


Figure  2-25. — Ring  gauge  and  plug  gauge. 


A  plug  gauge  (fig.  2-25)  is  used  for  the  same 
types  of  jobs  as  a  ring  gauge  except  that  it  is  a 
solid  shaft-shaped  bar  that  has  a  precisely  ground 
diameter  for  checking  inside  diameters  or  bores. 

THREAD    MEASURING    WIRES.— The 

most  accurate  method  of  measuring  the  fit  or 
pitch  diameter  of  threads,  without  going  into 
the  expensive  and  sophisticated  optical  and 
comparator  equipment,  is  thread  measuring  wires. 
The  wires  are  accurately  sized,  depending  on  the 
number  of  threads  per  inch,  so  that  when  they 
are  laid  over  the  threads  in  a  position  that  allows 
an  outside  micrometer  to  measure  the  distance 
between  them,  the  pitch  diameter  of  the  threads 
can  be  determined.  Sets  are  available  that 
contain  all  the  more  common  sizes.  Detailed 
information  on  computing  and  using  the  wire 
method  for  measuring  is  covered  in  chapter  9. 

MICROMETERS 

Micrometers  are  probably  the  most  often  used 
precision  measuring  instruments  in  a  machine 
shop.  There  are  many  different  types,  each 
designed  to  permit  measurement  of  surfaces  for 
various  applications  and  configurations  of 
workpieces.  The  degree  of  accuracy  obtainable 
from  a  micrometer  also  varies,  with  the  most 
common  graduations  being  from  one  thousandth 
of  an  inch  (0.001)  to  one  ten-thousandth  of  an 
inch  (0.0001).  Information  on  the  correct 


2-18 


_-  ...          --       .  .  -  .  . 

the   more   common   types   of   micrometers    is         often  called  a  micrometer  caliper,  or  mike,  is  used 
provided  in  the  following  paragraphs.  to  measure  the  thickness  or  the  outside  diameter 


28.320 


Figure  2-26. — Common  types  of  micrometers. 
2-19 


U.     "OLtltVt 


Figure  2-27. — Nomenclature  of  an  outside  micrometer  calipcr. 


28.321 


of  parts.  They  are  available  in  sizes  ranging  from 
1  inch  to  about  96  inches  in  steps  of  1  inch.  The 
larger  sizes  normally  come  as  a  set  with  inter- 
changeable anvils  which  provide  a  range  of  several 
inches.  The  anvils  have  an  adjusting  nut  and  a 
locking  nut  to  permit  setting  the  micrometer  with 
a  micrometer  standard.  Regardless  of  the  degree 
of  accuracy  designed  into  the  micrometer,  the  skill 
applied  by  each  individual  is  the  primary  factor 
in  determining  accuracy  and  reliability  in 
measurements.  Training  and  practice  will  result 
in  a  proficiency  in  using  this  tool  that  will  benefit 
you  greatly. 

Inside  Micrometer 

An  inside  micrometer  (fig.  2-26)  is  used  to 
measure  inside  diameters  or  between  parallel 
surfaces.  They  are  available  in  sizes  ranging  from 
0.200  inch  to  about  107  inches.  The  individual 
interchangeable  extension  rods  that  are  assembled 
to  the  micrometer  head  vary  in  size  by  1  inch.  A 
small  sleeve  or  bushing,  which  is  0.500  inch  long, 
is  used  with  these  rods  in  most  inside  micrometer 
sets  to  provide  the  complete  range  of  sizes. 
Using  the  inside  micrometer  is  slightly  more 
difficult  than  using  the  outside  micrometer, 
primarily  because  there  is  more  chance  of  your 


not  getting  the  same  "feel"  or  measurement  each 
time  you  check  the  same  surface. 

The  correct  way  to  measure  an  inside  diameter 
is  to  hold  the  micrometer  in  place  with  one  hand 
as  you  "feel"  for  the  maximum  possible  setting 
of  the  micrometer  by  rocking  the  extension  rod 
from  left  to  right  and  in  and  out  of  the  hole. 
Adjust  the  micrometer  to  a  slightly  larger 
measurement  after  each  series  of  rocking 
movements  until  no  rocking  from  left  to  right  is 
possible  and  you  feel  a  very  slight  drag  on  the  in 
and  out  movement.  There  are  no  specific 
guidelines  on  the  number  of  positions  within  a 
hole  that  should  be  measured.  If  you  are  check- 
ing for  taper,  you  should  take  measurements  as 
far  apart  as  possible  within  the  hole.  If  you  are 
checking  for  roundness  or  concentricity  of  a  hole, 
you  should  take  several  measurements  at  different 
angular  positions  in  the  same  area  of  the  hole. 
You  may  take  the  reading  directly  from  the 
inside  micrometer  head,  or  you  may  use  an  out- 
side micrometer  to  measure  the  inside  micrometer. 

Depth  Micrometer 

A  depth  micrometer  (fig.  2-26)  is  used  to 
measure  the  depth  of  holes,  slots,  counterbores, 
recesses,  and  the  distance  from  a  surface  to  some 


2-20 


the  closed  end  of  the  thimble.  The  measurement 
is  read  in  reverse  and  increases  in  amount  (depth) 
as  the  thimble  moves  toward  the  base  of  the 
instrument.  The  extension  rods  come  either  round 
or  flat  (blade-like)  to  permit  measuring  a  narrow, 
deep  recess  or  groove. 

Thread  Micrometer 

The  thread  micrometer  (fig.  2-26)  is  used  to 
measure  the  depth  of  threads  that  have  an 
included  angle  of  60°.  The  measurement  obtained 
represents  the  pitch  diameter  of  the  thread.  They 
are  available  in  sizes  that  measure  pitch  diameters 
up  to  2  inches.  Each  micrometer  has  a  given  range 
of  number  of  threads  per  inch  that  can  be 
measured  correctly.  Additional  information  on 
using  this  micrometer  can  be  found  in  chapter  9. 

Miscellaneous  Micrometers 

The  machine  tool  industry  has  been  very 
responsive  to  the  needs  of  the  machinist  by  design- 
ing and  manufacturing  measuring  instruments  for 
practically  every  imaginable  application.  If  you 
find  that  you  are  devising  measuring  techniques 
for  a  particularly  odd  application  with  the 
resulting  measurements  being  of  questionable 
value  and  that  you  do  it  on  a  routine  basis,  maybe 
a  special  micrometer  will  make  your  work  easier 
and  more  reliable.  Some  of  the  special 
micrometers  that  you  may  have  a  need  for  are 
described  below. 

BALL  MICROMETER.— This  type  microm- 
eter has  a  rounded  anvil  and  a  flat  spindle.  It  can 
be  used  to  check  the  wall  thickness  of  cylinders, 
sleeves,  rings,  and  other  parts  that  have  a  hole 
bored  in  a  piece  of  material.  The  rounded  anvil 
is  placed  inside  the  hole  and  the  spindle  is  bought 
into  contact  with  the  outside  diameter.  Ball 
attachments  that  fit  over  the  anvil  of  regular  out- 
side micrometers  are  also  available.  When  using 
the  attachments,  you  must  compensate  for  the 
diameter  of  the  ball  as  you  read  the  micrometer. 

BLADE  MICROMETER.— A  blade  microm- 
eter has  an  anvil  and  a  spindle  that  are  thin  and 
flat.  The  spindle  does  not  rotate.  This  micrometer 
is  especially  useful  in  measuring  the  depth  of 
narrow  grooves  such  as  an  O-ring  seat  on  an  out- 
side diameter. 


IWU    liai    UJ31S.3.     1  11C    UlMiUJUC    UCIWCCII    LUC 

increases  as  you  turn  the  micrometer.  It  is  used 
to  measure  the  width  of  grooves  or  recesses  on 
either  the  outside  or  the  inside  diameter.  The 
width  of  an  internal  O-ring  groove  is  an  excellent 
example  of  a  groove  micrometer  measurement. 

CARE  AND  MAINTENANCE 
OF  GAUGES 

The  proper  care  and  maintenance  of  precision 
instruments  is  very  important  to  a  conscientious 
Machinery  Repairman.  To  help  you  maintain 
your  instruments  in  the  most  accurate  and  reliable 
condition  possible,  the  Navy  has  established  a 
calibration  program  that  provides  calibration 
technicians,  the  required  standards  and  pro- 
cedures, and  a  schedule  of  how  often  an 
instrument  must  be  calibrated  to  be  reliable.  When 
an  instrument  is  calibrated,  a  sticker  is  affixed  to 
it  showing  the  date  the  calibration  was  done  and 
the  date  the  next  calibration  is  due.  Whenever 
possible,  you  should  use  the  Navy  calibration 
program  to  verify  the  accuracy  of  your  instru- 
ments. Some  repair  jobs,  due  to  their  sensitive 
nature,  demand  the  reliability  provided  by  the 
program.  Information  concerning  the  procedures 
that  you  can  use  in  the  shop  to  check  the  accuracy 
of  an  instrument  is  contained  in  the  upcoming 
paragraphs. 

Micrometers 

The  micrometer  is  one  of  the  most  used,  and 
often  one  of  the  most  abused,  precision  measuring 
instruments  in  the  shop.  Careful  observation  of 
the  do's  and  don'ts  listed  below  will  enable  you 
to  take  proper  care  of  the  micrometer  you  use. 

1.  Always  stop  the  work  before  taking  a 
measurement.  Do  NOT  measure  moving  parts 
because  the  micrometer  may  get  caught  in  the 
rotating  work  and  be  severely  damaged. 

2.  Always  open  a  micrometer  by  holding  the 
frame  with  one  hand  and  turning  the  knurled 
sleeve   with   the  other   hand.   Never   open  a 
micrometer  by  twirling  the  frame,  because  such 
practice  will  put  unnecessary  strain  on  the  instru- 
ment and  cause  excessive  wear  of  the  threads. 

3.  Apply  only  moderate  force  to  the  knurled 
thimble  when  you  take  a  measurement.  Always 
use  the  friction  slip  ratchet  if  there  is  one  on  the 
instrument.  Too  much  pressure  on  the  knurled 


2-21 


4.  When  a  micrometer  is  not  in  actual  use, 
place  it  where  it  is  not  likely  to  be  dropped. 
Dropping  a  micrometer  can  cause  the  frame  to 
spring;  if  dropped,  the  instrument  should  be 
checked  for  accuracy  before  any  further  readings 
are  taken. 

5.  Before  a  micrometer  is  returned  to  stowage, 
back  the  spindle  away  from  the  anvil,  wipe  all 
exterior  surfaces  with  a  clean,  soft  cloth,  and  coat 
the  surfaces  with  a  light  oil.  Do  not  reset  the 
measuring  surfaces  to  close  contact  because  the 
protecting  film  of  oil  in  these  surfaces  will  be 
squeezed  out. 

MAINTENANCE  OF  MICROMETERS.— 

A  micrometer  caliper  should  be  checked  for  zero 
setting  (and  adjusted  when  necessary)  as  a  matter 
of  routine  to  ensure  that  reliable  readings  are 
being  obtained.  To  do  this,  proceed  as  follows: 

1 .  Wipe  the  measuring  faces,  making  sure  that 
they  are  perfectly  clean,  and  then  bring  the  spindle 
into  contact  with  the  anvil.  Use  the  same  moderate 
force  that  you  ordinarily  use  when  taking  a 
measurement.  The  reading  should  be  zero;  if  it 
is  not,  the  micrometer  needs  further  checking. 

2.  If  the  reading  is  more  than  zero,  examine 
the  edges  of  the  measuring  faces  for  burrs.  Should 
burrs  be  present,  remove  them  with  a  small  slip 
of  oilstone;  clean  the  measuring  surfaces  again, 
and  then  recheck  the  micrometer  for  zero  setting. 

3.  If  the  reading  is  less  than  zero,  or  if  you 
do  not  obtain  a  zero  reading  after  making  the 
correction  described  above,  you  will  need  to 
adjust  the   spindle-thimble   relationship.   The 
method  for  setting  zero  differs  considerably 
between  makes  of  micrometers.  Some  makes  have 
a  thimble  cap  which  locks  the  thimble  to  the 
spindle;  some  have  a  special  rotatable  sleeve  on 
the  barrel  that  can  be  unlocked;  and  some  have 
an  adjustable  anvil. 

Methods  for  Setting  Zero. — To  adjust  the 
THIMBLE-CAP  TYPE,  back  the  spindle  away 
from  the  anvil,  release  the  thimble  cap  with  the 
small  spanner  wrench  provided  for  that  purpose, 
and  bring  the  spindle  into  contact  with  the  anvil. 
Hold  the  spindle  firmly  with  one  hand  and  rotate 
the  thimble  to  zero  with  the  other;  after  zero 
relation  has  been  established,  rotate  the  spindle 
counterclockwise  to  open  the  micrometer,  and 
then  tighten  the  thimble  cap.  After  tightening  the 


To  adjust  the  ROTATABLE  SLEEVE  TYPE, 
unlock  the  barrel  sleeve  with  the  small  spanner 
wrench  provided  for  that  purpose,  bring  the 
spindle  into  contact  with  the  anvil,  and  rotate  the 
sleeve  into  alignment  with  the  zero  mark  on  the 
thimble.  After  completing  the  alignment,  back  the 
spindle  away  from  the  anvil,  and  retighten  the 
barrel  sleeve  locking  nut.  Recheck  for  zero  setting, 
to  be  sure  you  did  not  disturb  the  thimble-sleeve 
relationship  while  tightening  the  lock  nut. 

To  set  zero  on  the  ADJUSTABLE  ANVIL 
TYPE,  bring  the  thimble  to  zero  reading,  lock  the 
spindle  if  a  spindle  lock  is  provided,  and  loosen 
the  anvil  lock  screw.  After  you  have  loosened  the 
lock  screw,  bring  the  anvil  into  contact  with  the 
spindle,  making  sure  that  the  thimble  is  still  set 
on  zero.  Tighten  the  anvil  setscrew  lock  nut 
slightly,  unlock  the  spindle,  and  back  the  spindle 
away  from  the  anvil;  then  lock  the  anvil  setscrew 
firmly.  After  locking  the  setscrew,  check  the 
micrometer  for  zero  setting  to  make  sure  you  did 
not  move  the  anvil  out  of  position  while  you 
tightened  the  setscrew. 

The  zero  check  and  methods  of  adjustment  of 
course  apply  directly  to  micrometers  that  will 
measure  to  zero;  the  PROCEDURE  FOR 
LARGER  MICROMETERS  is  essentially  the 
same  except  that  a  standard  must  be  placed 
between  the  anvil  and  the  spindle  in  order  to  get 
a  zero  measuring  reference.  For  example,  a  2-inch 
micrometer  is  furnished  with  a  1-inch  standard. 
To  check  for  zero  setting,  place  the  standard 
between  the  spindle  and  the  anvil  and  measure  the 
standard.  If  zero  is  not  indicated,  the  micrometer 
needs  adjusting. 

Testing  for  and  Correcting  Errors  By  the  Use 
Of  Standards. — A  micrometer  must  be  tested 
from  time  to  time  for  uneven  wear  of  measuring 
threads  and  for  concave  wear  of  the  measuring 
faces  because  these  defects  are  not  detectable  by 
zero-setting  checks.  The  test  for  uneven  internal 
wear  can  be  made  by  measuring  a  flat-surfaced 
standard;  the  test  for  concavity  of  measuring 
faces,  by  measuring  a  cylindrical  disk-shaped 
standard. 

The  procedure  for  making  these  tests  and 
correcting  the  defects  which  are  found  is  as 
follows:  First,  check  the  micrometer  for  zero 
setting  and  adjust  as  necessary.  Then  take 
measurements  of  several  different  size  gauge 
blocks  or  other  accurate  standards.  If  the 


2-22 


is  muiuaieu,  anu  me  nuuiuiiieiei 
be  adjusted.  Adjustment  is  made  with  the  thread 
wear  compensating  nut,  located  inside  the  thimble 
assembly.  After  you  complete  the  gauge  block 
test,  measure  several  cylindrical  standards  of 
different  sizes.  Discrepancies  between  micrometer 
readings  and  the  marked  (actual)  sizes  of  the 
standards  indicate  that  the  measuring  surfaces  are 
concave.  You  can  correct  this  condition  by 
lapping  the  measuring  faces  on  a  true  flat  surface. 
After  lapping  the  faces  of  the  micrometer,  reset 
the  instrument  for  zero  reading  and  measure  the 
cylindrical  standards  again. 

Inside  Micrometers.— These  instruments  can 
be  checked  for  zero  setting  adjusted  in  about  the 
same  way  as  a  micrometer  caliper;  the  main 
difference  in  the  method  of  testing  is  that  an 
accurate  micrometer  caliper  is  required  for 
transferring  readings  to  and  from  the  standard 
when  an  inside  micrometer  is  being  checked. 

Micrometers  of  all  types  should  be  dis- 
assembled periodically  for  cleaning  and  lubrica- 
tion of  internal  parts.  When  this  is  done,  each  part 
should  be  cleaned  in  noncorrosive  solvent, 
completely  dried,  and  then  given  a  lubricating  coat 
of  watchmaker's  oil  or  a  similar  light  oil. 

Vernier  Gauges 

Vernier  gauges  also  require  careful  handling 
and  proper  maintenance  if  they  are  to  remain 
accurate.  The  following  instructions  apply  to 
vernier  gauges  in  general: 

1.  Always  loosen  a  gauge  into  position. 
Forcing,  besides  causing  an  inaccurate  reading, 
is  likely  to  force  the  arms  out  of  alignment. 


neavy  pressure  win  lorce  me  two  scales  oui  01 
parallel. 

3.  Prior  to  putting  a  vernier  gauge  away,  wipe 
it  clean  and  give  it  a  light  coating  of  oil.  (Perspira- 
tion from  hands  will  cause  the  instrument  to  cor- 
rode rapidly.) 


Dials 

Dial  indicators  and  other  instruments  that 
have  a  mechanically  operated  dial  as  part  of  their 
measurement  features  are  easily  damaged  by 
misuse  and  lack  of  proper  maintenance.  The 
following  instructions  apply  to  dials  in  general: 

1 .  As  previously  mentioned,  be  sure  that  the 
dial  you  have  selected  to  use  has  the  range 
capability  required.  When  a  dial  is  extended 
beyond  its  design  limit,  some  lever,  small  gear  or 
rack  must  give  to  the  pressure.  The  dial  will  be 
rendered  useless  if  this  happens. 

2.  Never  leave  a  dial  in  contact  with  any 
surface  that  is  being  subjected  to  a  shock  (such 
as  hammering  a  part  when  dialing  it  in)  or  an 
erratic  and  uncontrolled  movement  that  could 
cause  the  dial  to  be  overtraveled. 

3.  Protect  the  dial  when  it  is  not  being  used. 
Provide  a  storage  area  where  the  dial  will  not 
receive  accidental  blows  and  where  dust,  oil,  and 
chips  will  not  contact  it. 

4.  When  a  dial  becomes  sticky  or  sluggish  in 
operating,  it  may  be  either  damaged  or  dirty.  You 
may  find  that  the  pointer  is  rubbing  the  dial  crystal 
or  that  it  is  bent  and  rubbing  the  dial  face.  Never 
oil  a  sluggish  dial.  Oil  will  compound  the 
problems.  Use  a  suitable  cleaning  solvent  to 
remove  all  dirt  and  residue. 


2-23 


CHAPTER  3 

LAYOUT  AND  BENCHWORK 


As  an  MR  3  or  MR  2  you  will  repair  or  assist 
in  repairing  a  great  many  types  of  equipment  used 
on  ships.  In  addition  to  making  replacement  parts, 
you  will  disassemble  and  assemble  equipment, 
make  layouts  of  parts  to  be  machined,  and  do 
precision  work  in  fitting  mating  parts  of  equip- 
ment. This  is  known  as  benchwork  and  includes 
practically  all  repair  work  other  than  actual 
machining. 

This  chapter  contains  information  that  you 
should  know  to  enable  you  to  make  effective 
repairs  to  equipment.  A  brief  discussion  on 
blueprints  and  mechanical  drawings  is  included 
because  in  many  repair  jobs  you  must  rely  heavily 
on  information  acquired  from  these  sources. 
Other  sources  of  information  that  you  should 
study  for  details  on  specific  equipment  include  the 
NA  VSHIPS'  Technical  Manual,  manufacturers' 
technical  manuals,  and  training  manuals  that  have 
information  related  to  the  equipment  on  which 
you  are  working. 


MECHANICAL  DRAWINGS 
AND  BLUEPRINTS 

A  mechanical  drawing,  made  with  special 
instruments  and  tools,  gives  a  true  representation 
of  an  object  to  be  made,  including  its  shape,  size, 
description,  specifications  of  material  to  be  used, 
and  method  of  manufacture.  A  blueprint  is  an 
exact  duplicate  of  a  mechanical  drawing.  For 
reference  purposes,  every  ship  is  furnished 
blueprint  copies  of  all  important  mechanical 
drawings  used  in  the  construction  of  its  hull  and 
machinery.  These  blueprints  are  usually  stowed 
in  an  indexed  file  in  the  log  room,  damage  control 
office,  technical  library,  or  other  central  location, 
where  they  will  be  readily  available  for  reference. 

The  following  paragraphs  cover  briefly  some 
important  points  concerning  working  from 


sketches  and  blueprints.  They  do  not  contain 
definitions  of  all  drafting  terms,  or  information 
regarding  the  mechanics  of  blueprint  reading, 
both  of  which  are  covered  in  detail  in  the  training 
manual,  Blueprint  Reading  and  Sketching, 
NAVEDTRA  10077. 

Of  the  many  types  of  blueprints  you  will  use 
aboard  ship,  the  simplest  is  the  PLAN  VIEW. 
This  blueprint  shows  the  position,  location,  and 
use  of  the  various  parts  of  the  ship.  You  will  use 
plan  views  to  find  your  duty  and  battle  stations, 
the  sickbay,  the  barber  shop,  and  other  parts  of 
the  ship. 

In  addition  to  plan  views,  you  will  find  aboard 
ship  other  blueprints  called  assembly  prints,  unit 
or  subassembly  prints,  and  detail  prints.  These 
prints  show  various  kinds  of  machinery  and 
mechanical  equipment. 

ASSEMBLY  PRINTS  show  the  various  parts 
of  a  mechanism  and  how  the  parts  fit  together. 
Individual  mechanisms,  such  as  motors  and 
pumps,  will  be  shown  on  SUBASSEMBLY 
PRINTS.  These  show  location,  shape,  size,  and 
relationships  of  the  parts  of  the  subassembly  unit. 
Assembly  and  subassembly  prints  are  used  to  learn 
operation  and  maintenance  of  machines  and 
equipment. 

Machinery  Repairmen  are  most  interested  in 
DETAIL  PRINTS;  these  will  give  you  the 
information  required  to  make  a  new  part.  They 
show  size,  shape,  kind  of  material,  and  method 
of  finishing.  You  will  find  them  indispensable  in 
your  work. 


WORKING  FROM  DRAWINGS 

Detail  prints  usually  show  only  the  individual 
part  that  you  must  produce.  They  show  two  or 
more  orthographic  views  of  the  object,  and 


3-1 


8. 


lO 

N. 
I  O 
:  O 

O 
10 


^  M 


l;  §81 


i  « 


*l 

& 

i    S' 
•    y 

s     » 

:     «' 

i   i 

i *. 

c  o 
a  o 


eo 


2 

TJ 


Bf> 


3-2 


projection  shows  how  the  part  will  look  when  it 
is  made. 


to  figure  3-1  to  see  how  each  is  used  in  blueprints. 


Each  drawing  or  blueprint  has  a  number  in 
the  title  box  in  the  lower  right-hand  corner  of  the 
print.  The  title  box  also  shows  the  part  name,  scale 
used,  pattern  number,  material  required,  assembly 
or  subassembly  print  number  to  which  the  part 
belongs,  and  name  or  initials  of  the  persons  who 
drew,  checked,  and  approved  the  drawings.  (See 
fig.  3-1.) 

Accurate  and  satisfactory  fabrication  of  a  part 
described  on  a  drawing  depends  upon  how  well 
the  MR  does  the  following: 

•  Correctly  reads  the  drawing  and  closely 
observes  all  of  its  data. 

•  Selects  the  correct  material. 

•  Selects  the  correct  tools  and  instruments 
for  laying  out  the  job. 

•  Uses  the  baseline  or  reference  line  method 
of  locating  the  dimensional  points  during  layout, 
thereby  avoiding  cumulative  errors  (described 
later  in  this  chapter). 

•  Strictly     observes     tolerances     and 
allowances. 

•  Accurately  gauges  and  measures  the  work 
throughout  the  fabricating  process. 

•  Gives  due  consideration,  when  measuring, 
for  expansion  of  the  workpiece  by  heat  generated 
by  the  cutting  operations.   This  is  especially 
important  in  checking  dimensions  during  finishing 
operations,  if  work  is  being  machined  to  close 
tolerance. 


COMMON  BLUEPRINT  SYMBOLS 

In  learning  to  read  machine  drawings  you 
must  first  become  familiar  with  the  common 
terms,  symbols  and  conventions  (general  practice) 
that  are  normally  used.  The  information  in  figures 
3-2,  3-3,  and  3-4  will  provide  the  basic  data  that 


Surface  Texture 

Control  over  the  finished  dimensions  of  a  part 
is  no  longer  the  only  factor  you  must  consider 
when  deciding  how  you  will  do  a  job.  The  degree 
of  smoothness,  or  surface  roughness,  has  become 
very  important  in  the  efficiency  and  life  of  a 
machine  part. 

A  finished  surface  may  appear  to  be  perfectly 
flat;  however,  upon  close  examination  with 
surface  finish  measuring  instruments,  the  surface 
is  found  to  be  formed  of  irregular  waves.  On  top 
of  the  waves  are  other  smaller  waves  which  we 
shall  refer  to  as  peaks  and  valleys.  These  peaks 
and  valleys  are  used  to  determine  the  surface 
roughness  measurements  of  height  and  width.  The 
larger  waves  are  measured  to  give  the  waviness 
height  and  width  measurements.  Figure  3-5 
illustrates  the  general  location  of  the  various  areas 
for  surface  finish  measurements  and  the  relation 
of  the  symbols  to  the  surface  characteristics. 

Surface  roughness  is  the  measurement  of  the 
finely  spaced  surface  irregularities,  the  height, 
width,  direction,  and  shape  of  which  establish  the 
predominant  surface  pattern.  The  irregularities 
are  caused  by  the  cutting  or  abrading  action  of 
the  machine  tools  that  have  been  used  to  obtain 
the  surface.  One  method  of  measuring  the 
irregularities  is  by  using  special  measuring 
instruments  equipped  with  a  tracer  arm.  The 
tracer  arm  has  either  a  diamond  or  a  sapphire 
contact  point  with  a  0.0005-inch  radius.  As  the 
tracer  arm  travels  across  the  surface  the  contact 
point  moves  up  and  down  the  peaks  and  valleys. 
The  movement  of  the  contact  point  is  amplified 
electrically  and  recorded  graphically  on  a 
graduated  tape.  From  this  tape  the  various 
measurements  are  determined. 

The  basic  roughness  symbol  is  a  check  mark. 
This  symbol  is  supplemented  with  a  horizontal 
extension  line  above  it  when  requirements  such 
as  waviness  width,  or  contact  area  must  be 
specified  in  the  symbol.  A  drawing  that  shows 
only  the  basic  symbol  indicates  that  the  surface 
finish  requirements  are  detailed  in  the  Notes 
block.  The  roughness  height  rating  is  placed 
at  the  top  of  the  short  leg  of  the  check 


3-3 


VISIBLE 
LINES 

HEAVY  UNBROKEN  LINES 

USED  TO  INDICATE  VISIBLE 
EDGES  OF  AN  OBJECT 

; 

MEDIUM  LINES  WITH  SHORT 
EVENLY  SPACED  DASHES 

1 
1 

i 
i 
i 

HIDDEN 
LINES 

USED  TO  INDICATE  CONCEALED 
EDGES 

r^ 

1_ 

CENTER 
LIMES 

THIN  LINES  MADE  UP  OF  LONG 
AND  SHORT  DASHES  ALTERNATELY 
SPACED  AND  CONSISTENT  IN 

LENGTH 

USED  TO  INDICATE  SYMMETRY 
ABOUT  AN  AXIS  AND  LOCATION 
OF  CENTERS 

^k 

— 

3 

3 

DIMENSION 
LINES 

1 
I 

THIN  L  INES  TERMIMATED  WITH 
ARROW  HEADS  AT  EACH  END 

USED  TO  INDICATE  DISTANCE 
MEASURED 

~~1 

r^ 

••—  ••—     • 

-*• 
-»• 

THIN  UNBROKEN  LINES 

-  

-» 

LINES 

USED  TO  INDICATE  EXTENT 
OF  DIMENSIONS 

LEADER 

dl 

THIN  LINE  TERMINATED  WITH  ARROW. 
HEAD  OR  DOT  ATONE  END 

USED  TO  INDICATE  A  PART, 
DIMENSION  OR  OTHER  REFERENCE 

r  '.  X  20  THD. 

y 

PHANTOM 
OR 
DATUM  LINE 

MEDIUM  SERIES  OF  ONE  LONG  DASH  AND 
TWO  SHORT  DASHES  EVENLY  SPACED 
ENDING  Wl  TH  L  ONG  DASH 

USED  TO  INDICAT  E  ALTERNATE  POSITION 
OF  PARTS,  REPEAT  ED  DETAIL  OR  TO 
INDICATE  A  DATUM  PLANE 

r 

BREAK 
(LONG) 

-V- 

-vy- 

THIN  SOLID  RUL  ED  LINES  WITH 
FREEHAND  ZIG-ZAGS 

USED  TO  REDUCE  SIZE  OF  DRAWING 
REQUIRED  TO  DELINEATE  OBJECT  AND 
REDUCE  DETAIL 

i  —  \  —  i 

1        v        1 

BREAK 
(SHORT) 

1 

THICK  SOL  ID  FREE  HAND  LINES 
USED  TO  INDICATE  A  SHORT  BREAK 

~u 

CUTTINGOR 
VIEWING 
PLANE 

r  i 

1    1 

THICK  SOLID  LINES  WITH  ARROWHEAD 
TO  INDICATE  DIRECTION  IN  WHICH 
SECTION  OR  PLANE  IS  VIEWED  OR 
TAKEN 

EflTWTEl 

VIEWING 
PLANE 
OPTIONAL 

CUTTING 

PLANE  FOR 
COMPLEX  OR 

OFFSET 
VIEWS 

*-i 
i 
(% 

%vi 
i 
.4-j 

THICK  SHORT  DASHES 

USED  TO  SHOW  OFFSET  WITH  ARROW. 
HEADS  TO  SHOW  DIRECTION  VIEWED 

-4", 

S^*~^fc*.                P"/^ 

Ni./         \nm 

•+• 

Figure  3-2. — Line  characteristics  and  conventions  for  MIL-STD  drawing. 


3-4 


-^ 

ANGULARITY 

1 

PERPENDICULARITY 

II 

PARALLELISM 

© 

CONCENTRICITY 

^ 

TRUE   POSITION 

0 

ROUNDNESS 

•=- 

SYMMETRY 

(M) 

(MMO  MAXIMUM  MATERIAL 
CONDITION 

®(RFS)  REGARDLESS  OF 
FEATURE  SIZE 

B3 

DATUM   IDENTIFYING 

SYMBOL 

Figure  3-3.— Geometric  characteristic  symbols. 


\ 


-SYMBOL 
(THIS  FEATURE 
SHALL  BE 
PERPENDICULAR) 


A  [  B 


MR 


DATUM 
REFERENCE 
(TO  DATUM 
A) 


REFERENCE 

TO  TWO 

TOLERANCE         D*™*' 
(WITHIN  .001 ' 
REGARDLESS  OF 
FEATURE  SIZE) 


J.  A      .001 


-B- 


Figure  3-4. — Feature  control  symbol  incorporating  datum 
reference. 


rROUGHNESS  HEIGHT 


TYPICAL  FLAW 
(SCRATCH) 


WAV  I  NESS 
HEIGHT 
(INCHES) 


•LAY  (DIRECTION  OF 
DOMINANT  PATTERN) 


WAVINESS     WIDTH 
(INCHES) 


SURFACE  ROUGHNESS 
WIDTH 

ROUGHNESS -WIDTH 
CUTOFF  (INCHES) 


WAVINESS 
HEIGHT  (INCHES)' 

ROUGHNESS 
HEIGHT  RATING 


WAVJNESS   WIDTH  (INCHES) 


ROUGH  NESS -WIDTH  CUTOFF 
(INCHES) 


LAY 

SURFACE  ROUGHNESS  WIDTH 


(INCHES) 


Figure  3-5. — Relation  of  symbols  to  surface  characteristics. 


3-5 


63 


63 


63 


Figure  3-6.— Symbols  used  to  indicate  surface  roughness, 
waviness,  and  lay. 


mium    pciuussiuic    luugmiess    iicigiu    ictimg; 

if  two  are  shown,  the  top  number  is  the 
maximum  (part  B,  fig.  3-6).  A  point  to 
remember  is  that  the  smaller  the  number 
in  the  roughness  height  rating,  the  smoother 
the  surface. 

Waviness  height  values  are  shown  directly 
above  the  extension  line  at  the  top  of  the 
long  leg  of  the  basic  check  (part  C,  fig. 
3-6).  Waviness  width  values  are  placed  just 
to  the  right  of  the  waviness  height  values 
(part  D,  fig.  3-6).  Where  minimum  requirements 


LAY  SYMBOL 


DESIGNATION 


EXAMPLE 


LAY  PARALLEL  TO  THE  BOUNDARY  LINE  REPRESENT- 
ING THE  SURFACE  TO  WHICH  THE  SYMBOL  APPLIES. 


DIRECTION 

OF  TOOL 

MARKS 


_L 


LAY  PERPENDICULAR  TO  THE  BOUNDARY  LINE  REPRE- 
SENTING THE  SURFACE  TO  WHICH  THE  SYMBOL 
APPLIES. 


DIRECTION 

OF  TOOL 

MARKS 


X 


LAY  ANGULAR  IN  BOTH  DIRECTIONS  TO  BOUNDARY 
LINE  REPRESENTING  THE  SURFACE  TO  WHICH  SYMBOL 
APPLIES. 


DIRECTION 

OF  TOOL 

MARKS 


M 


LAY  MULTIDIRECTIONAL 


C 


LAY  APPROXIMATELY  CIRCULAR  RELATIVE  TO  THE 
CENTER  OF  THE  SURFACE  TO  WHICH  THE  SYMBOL 
APPLIES. 


R 


LAY  APPROXIMATELY  RADIAL  RELATIVE  TO  THE 
CENTER  OF  THE  SURFACE  TO  WHICH  THE  SYMBOL 
APPLIES. 


P 


LAY    PARTICULATE,    NON-DIRECTIONAL, 
OR    PROTUBERANT 


3  The  "P"  symbol  is  not  currently  shown  in  ISO  Standards.  American 
National  Standards  Committee  B46  (Surface  Texture)  has  proposed  its 
inclusion  in  ISO  1302-"Methods  of  indicating  surface  texture  on  drawings." 

Figure  3-7.— Symbols  indicating  the  direction  of  lay. 


3-6 


\JJL      Lilt 


E,  fig.  3-6).  Any  further  surface  finish 
requirements  that  would  have  been  shown 
in  that  location,  such  as  waviness  width 
or  height,  will  be  shown  in  the  Notes  block 
of  the  drawing. 

Lay  is  the  direction  of  the  predominant 
surface  pattern  produced  by  the  tool  marks. 
The  symbol  indicating  lay  is  placed  to  the 
right  and  slightly  above  the  point  of  the 
surface  roughness  symbol  as  shown  in  part 
F  of  figure  3-6.  (Figure  3-7  shows  the 
seven  symbols  that  indicate  the  direction  of 
lay.) 

The  roughness  width  value  is  shown  just  to 
the  right  of  and  parallel  to  the  lay  symbol.  The 
roughness  width  cutoff  is  placed  immediately 
below  the  extension  line  and  to  the  right  of  the 


In  the  past,  an  alpha-numeric  symbol  was  used 
to  indicate  the  degree  of  smoothness  required  on 
a  part.  This  system  was  not  very  effective 
because  no  specific  or  measurable  value  was 
assigned  to  each  classification  of  finish.  A 
fine  tool  finish  can  mean  different  things 
to  different  people.  Some  of  the  more  common 
symbols  that  may  be  found  on  older  blueprints 
are  shown  in  table  3-1. 

Your  shop  may  not  have  the  delicate  and 
expensive  instruments  used  to  measure  the 
irregularities  of  a  surface  although  some  of 
the  larger  and  more  fully  equipped  repair  facilities 
will  have  them.  There  are  roughness  comparison 
specimens  available  today  that  will  serve  all 
but  the  most  critical  applications.  These  can  be 
small  plastic  or  metal  samples,  representing 
various  roughness  heights  in  several  lay  patterns. 


Table  3-1.— Former  Finish  Designations 


Preferred 
Symbols 

Meaning 

Alternate  Symbols 

F, 

Rough  Tool  Finish 

V, 

Fr. 

FIN. 

TF. 

F2 

Fine  Tool  Finish 

V2 

F. 

Fs. 

SF. 

F3 

Grind  Finish 

V3 

Fg. 

Gr. 

F4 

Polish 

V4 

Bf. 

Buff 

Fs 

Drill 

vs 

Dr. 

F6 

Ream 

V6 

Rm. 

F7 

File  Finish 

V7 

ff. 

Ff. 

F8 

Scrape 

V8 

scr. 

F9 

Spot  Face 

V9 

Finish  All 
Over 

F.A.O. 

f.a.o. 

3-7 


Figure  3-8  gives  a  sampling  of  some  roughness 
height  values  that  can  be  obtained  by  the  different 
machine  operations  that  you  will  encounter.  Use 
it  as  an  estimating  tool  only,  as  it  has  the  same 
shortcomings  as  the  "F"  values  in  table  3-1. 

UNITS  OF  MEASUREMENTS 

Accuracy  is  the  trademark  of  the  Machinery 
Repairman,  and  it  is  to  your  advantage  to  always 
strive  for  the  greatest  amount  of  accuracy.  You 
can  work  many  hours  on  a  project  and  if  it  is  not 
accurate,  you  will  oftentimes  have  to  start  over. 
With  this  thought  in  mind,  study  carefully  the 
following  information  about  both  the  English  and 
the  metric  systems  of  measurement. 

English  System 

The  inch  is  the  basic  (or  smallest  whole)  unit 
of  measurement  in  the  English  system.  Parts  of 
the  inch  must  be  expressed  as  either  common 
fractions  or  decimal  fractions.  Examples  of 


common  fractions  are  1/2,  1/4,  1/8,  1/16,  1/32, 
and  1/64.  Decimal  fractions  can  be  expressed  with 
a  numerator  and  denominator  (1/10,  1/100, 
1/1000,  etc.,)  but  in  most  machine  shop  work  and 
on  blueprints  or  drawings  they  are  expressed  in 
decimal  form  such  as  0.1,  0.01,  and  0.001. 
Decimal  fractions  are  expressed  in  the  following 
manner: 

One-tenth  inch  =  0.1  in. 
One-hundredth  inch  =  0.01  in. 
One-thousandth  inch  =  0.001  in. 
One  ten-thousandth  inch  =  0.0001  in. 

You  will  occasionally  need  to  convert  a 
common  fraction  to  a  decimal.  This  is  easily 
done  by  dividing  the  denominator  of  the  fraction 
into  the  numerator.  As  an  example,  the 
decimal  equivalent  of  the  fraction  1/16  inch 
is:  1  -r  16  =  0.0625  inch.  A  chart  giving  the 
decimal  equivalents  of  the  most  common  fractions 
is  shown  in  Appendix  I. 


MACHINE 
OPERATION 


ROUGHNESS  HEIGHT  (MICROINCHES) 
2000    1000   500    250     125      63       32        16        8         4 


FLAME    CUTTING 


SAWING 
PLANING 


DRILLING 
MILLING 


BROACHING 
REAMING 
BORING,  TURNING 


ROLLER   BURNISHING 

GRINDING 

HONING 


POLISHING 
LAPPING 


SAND  CASTING 


Figure  3-8. — Roughness  height  values  for  machine  operations. 


J.  •/  *••*»          Q    -V 

this  system  of  measurement.  The  basic  unit  of 
linear  measurement  for  the  metric  system  is  the 
meter. 

In  the  metric  system  the  meter  can  be  sub- 
divided into  the  following  parts: 

10  decimeters  (dm) 

or 
100  centimeters  (cm) 

or 
1000  millimeters  (mm) 

Therefore,  1  decimeter  is  1/10  of  a  meter,  1 
centimeter  is  1/100  meter,  and  1  millimeter  is 
1/1000  meter.  The  metric  unit  of  measurement 
most  often  used  in  the  machinist  trade  is  the 
millimeter  (mm). 

If  you  understand  the  relationship  of  the 
two  systems,  you  can  convert  easily  from 
one  system  to  the  other.  For  example,  1  meter 
is  equal  to  39.37  inches;  1  inch  is  equal  to  2.54 
centimeters  (or  25.4  millimeters).  To  convert 
from  the  English  system  to  the  metric  system, 
multiply  the  number  of  inches  by  2.54  (for 
centimeters)  or  25.40  (for  millimeters).  As  an 
example:  1.375  inches  converted  to  centi- 
meters is  1.375  inch  x  2.540  =  3.4925  cm. 
Further,  0.0008  inch  converted  to  millimeters 
is  0.0008  inch  x  25.40  =  0.0203  mm. 

To  convert  from  the  metric  system  to  the 
English  system,  divide  the  metric  units  of  measure 
by  either  2.54  (for  centimeters)  or  25.4  (for 
millimeters).  As  an  example:  0.215  mm  converted 
to  inches  is  0.215  mm  -f  25.4  =  0.0084  inch. 

LIMITS  OF  ACCURACY 

You  must  work  within  the  limits  of  accuracy 
specified  on  the  drawing.  A  clear  understanding 
of  TOLERANCE  and  ALLOWANCE  will  help 
you  to  avoid  making  small,  but  potentially 
dangerous  errors.  These  terms  may  seem  closely 
related  but  each  has  a  very  precise  meaning  and 
application.  In  the  following  paragraphs  we  will 
point  out  the  meanings  of  these  terms  and  the 
importance  of  observing  the  distinction  between 
them. 


addition  to  the  basic  dimensions,  an  allowable 
variation.  The  amount  of  variation,  or  limit  of 
error  permissible  is  indicated  on  the  drawing  as 
plus  or  minus  (±)  a  given  amount,  such  as 
±0.005;  ±1/64.  The  difference  between 
allowable  minimum  and  the  allowance  maximum 
dimension  is  tolerance.  For  example,  in  figure  3-9: 

Basic  dimension  =  4 

Long  limit  =  4  1/64 
Short  limit  =  3  63/64 
Tolerance  =  1/32 

When  tolerances  are  not  actually  specified  on 
a  drawing,  fairly  concrete  assumptions  can  be 
made  concerning  the  accuracy  expected,  by  using 
the  following  principles.  For  dimensions  that  end 
in  a  fraction  of  an  inch,  such  as  1/8,  1/16,  1/32, 
1/64,  consider  the  expected  accuracy  to  be  to  the 
nearest  1/64  inch.  When  the  dimension  is  given 
in  decimal  form,  the  following  applies: 

If  a  dimension  is  given  as  3.000  inches,  the 
accuracy  expected  is  ±0.0005  inch;  or  if  the 
dimension  is  given  as  3.00  inches,  the  accuracy 
expected  is  ±0.005  inch.  The  ±0.0005  is  called 
in  shop  terms,  "plus  or  minus  five  ten- 
thousandths  of  an  inch."  The  ±0.005  is  called 
"plus  or  minus  five  thousandths  of  an  inch." 

Allowance 

Allowance  is  an  intentional  difference  in 
dimensions  of  mating  parts  to  provide  the  desired 
fit.  A  CLEARANCE  ALLOWANCE  permits 
movement  between  mating  parts  when  they  are 
assembled.  For  example,  when  a  hole  with  a 
0.250-inch  diameter  is  fitted  with  a  shaft  that  has 
a  0.245-inch  diameter,  the  clearance  allowance  is 
0.005  inch.  An  INTERFERENCE  ALLOW- 
ANCE is  the  opposite  of  a  clearance  allowance. 


_ 

64 


Figure  3-9.— Basic  dimension  and  tolerance. 


3-9 


nidi  nave  ail  miciiciciiLC  auuwaucc.  IL 

Si  0.251-inch  diameter  is  fitted  into  the  hole 
identified  in  the  preceding  example,  the  difference 
between  the  dimensions  will  give  an  interference 
allowance  of  0.001  inch.  As  the  shaft  is  larger  than 
the  hole,  force  is  necessary  to  assemble  the  parts. 

What  is  the  relationship  between  tolerance  and 
allowance?  In  the  manufacture  of  mating  parts, 
the  tolerance  of  each  part  must  be  controlled  so 
that  the  parts  will  have  the  proper  allowance  when 
they  are  assembled.  For  example,  if  a  hole  0.250 
inch  in  diameter  with  a  tolerance  of  0.005  inch 
(±0.0025)  is  prescribed  for  a  job,  and  a  shaft  to 
be  fitted  in  the  hole  is  to  have  a  clearance 
allowance  of  0.001  inch,  the  hole  must  first  be 
finished  within  the  limits  and  the  required  size  of 
the  shaft  determined  exactly,  before  the  shaft  can 
be  made.  If  the  hole  is  finished  to  the  upper  limit 
of  the  basic  dimension  (0.2525  inch),  the  shaft 
would  be  machined  to  0.2515  inch  or  0.001  inch 
smaller  than  the  hole.  If  the  dimension  of  the  shaft 
were  given  with  the  same  tolerance  as  the  hole, 
there  would  be  no  control  over  the  allowance 
between  the  parts.  As  much  as  0.005-inch 
allowance  (either  clearance  or  interference)  could 
result. 

To  provide  a  method  of  retaining  the  required 
allowance  while  permitting  some  tolerance  in  the 
dimensions  of  the  mating  parts,  the  tolerance  is 
limited  to  one  direction  on  each  part.  This  single 
direction  (unilateral)  tolerance  stems  from  the 
basic  hole  system.  If  a  clearance  allowance  is 
required  between  mating  parts,  the  hole  may  be 
larger  but  not  smaller  than  the  basic  dimension; 
the  part  that  fits  into  the  opening  may  be  smaller, 
but  not  larger  than  the  basic  dimension.  Thus, 
shafts  and  other  parts  that  fit  into  a  mating 
opening  have  a  minus  tolerance  only,  while  the 
openings  have  a  plus  tolerance  only.  If  an 
interference  allowance  between  the  mating  parts 
is  required,  the  situation  is  reversed;  the  opening 
can  be  smaller  but  not  larger  than  the  basic 
dimension,  while  the  shaft  can  be  larger,  but  not 
smaller  than  the  basic  dimension.  Therefore  you 
can  expect  to  see  a  tolerance  such  as  +0.005,  -  0, 
or  +0,  -0.005,  but  with  the  required  value  not 
necessarily  0.005.  One  way  to  get  a  better 
understanding  of  a  clearance  allowance,  or  an 
interference  allowance,  is  to  make  a  rough  sketch 
of  the  piece  and  add  dimensions  to  the  sketch 
where  they  apply. 


metal  surfaces  to  provide  an  outline  for 
machining.  A  layout  is  comparable  to  a  single 
view  (end,  top,  or  side)  of  a  part  which  is  sketched 
directly  on  the  workpiece.  Any  difficulty  in 
making  layouts  depends  on  the  intricacies  of  the 
part  to  be  laid  out  and  the  number  of  operations 
required  to  make  the  part.  A  flange  layout,  for 
example,  is  relatively  simple  as  the  entire  layout 
can  be  made  on  one  surface  of  the  blank  flange. 
However,  an  intricate  casting  may  require  layout 
lines  on  more  than  one  surface.  This  requires 
careful  study  and  concentration  to  ensure  that  the 
layout  will  have  the  same  relationships  as  those 
shown  on  the  drawing  (or  sample)  that  you  are 
using. 

When  a  part  must  be  laid  out  on  two  or  more 
surfaces,  you  may  need  to  lay  out  one  or  two 
surfaces  and  machine  them  to  size  before  using 
further  layout  lines.  This  prevents  removal  of 
layout  lines  on  one  surface  while  you  are 
machining  another.  In  other  words,  it  would  be 
useless  to  lay  out  the  top  surface  of  a  part  and 
machine  off  the  layout  lines  while  cutting  the  part 
to  the  layout  lines  of  an  end  surface. 

Through  the  process  of  computing  and 
transferring  dimensions,  you  will  become  familiar 
with  the  relationship  of  the  surfaces.  Under- 
standing this  relationship  will  benefit  you  in 
planning  the  sequence  of  machining  operations. 

You  should  be  able  to  hold  the  dimensions  of 
a  layout  to  within  a  tolerance  of  1/64  inch. 
Sometimes  you  must  work  to  a  tolerance  of  even 
less  than  that. 

A  layout  of  a  part  is  made  when  the  directional 
movement  or  location  of  the  part  is  controlled  by 
hand  or  aligned  visually  without  the  use  of 
precision  instruments  (such  as  when  work  is  done 
on  bandsaws  or  drill  presses.)  In  cutting  irregular 
shapes  on  shapers,  planers,  lathes,  or  milling 
machines,  layout  lines  are  made,  and  the  tool  or 
work  is  guided  by  hand.  In  making  a  part  with 
hand  cutting  tools,  layout  is  essential. 

Mechanical  drawing  and  layout  are  closely 
related  subjects;  knowledge  of  one  will  help  you 
to  understand  the  other.  A  knowledge  of  general 
mathematics,  trigonometry,  and  geometry,  as  well 
as  the  selection  and  use  of  the  required  tools  is 
necessary  in  doing  jobs  related  to  layout  and 
mechanical  drawing.  Study  Mathematics,  Volume 
7,  NAVEDTRA  10069;  Mathematics,  Volume  II, 
NAVEDTRA  10071;  Tools  and  Their  Uses, 
NAVEDTRA  10085,  and  Blueprint  Reading  and 


3-10 


MATERIALS  AND  EQUIPMENT 

A  scribed  line  on  the  surface  of  metal  is  usually 
hard  to  see;  therefore,  a  layout  liquid  is  used  to 
provide  a  contrasting  background.  Commercially 
prepared  layout  dyes  or  inks  are  available  through 
the  Navy  supply  system.  Chalk  can  be  used,  but 
it  does  not  stick  to  a  finished  surface  as  well  as 
layout  dye.  The  commonly  used  layout  dyes  color 
the  metal  surface  with  a  blue  or  copper  tint.  A 
line  scribed  on  this  colored  surface  reveals  the 
color  of  the  metal  through  the  background. 

The  tools  generally  used  for  making  layout 
lines  are  the  combination  square  set,  machinist's 
square,  surface  gauge,  scribe,  straightedge,  rule, 
divider,  and  caliper.  Tools  and  equipment  used 
in  setting  up  the  part  to  be  laid  out  are  surface 
plates,  parallel  blocks,  angle  plates,  V-blocks,  and 
sine  bar.  Surface  plates  have  very  accurately 
scraped  flat  surfaces.  They  provide  a  mounting 
table  for  the  work  to  be  laid  out  so  that  all  lines 
in  the  layout  can  be  made  to  one  reference 
surface.  Angle  plates  are  used  to  mount  the  work 
at  an  angle  to  the  surface  plate.  Angle  plates  are 
commonly  used  when  the  lines  in  the  layout  are 
at  an  angle  to  the  reference  surface.  These  plates 
may  be  fixed  or  adjustable;  fixed  angle  plates  are 
more  accurate  because  one  surface  is  machined 
to  a  specific  angle  in  relation  to  the  base. 
Adjustable  angle  plates  are  convenient  to  use 
because  the  angular  mounting  surface  can  be 
adjusted  to  meet  the  requirements  of  the  job.  V- 
blocks  are  used  for  mounting  round  stock  on  the 
surface  plate.  Parallel  blocks  are  placed  under  the 
work  to  locate  the  work  at  a  convenient  height. 

The  sine  bar  is  a  precision  tool  used  for 
determining  angles  which  require  accuracy  within 
5  minutes  of  arc.  The  sine  bar  may  be  used  to 
check  angles  or  to  establish  angles  for  layout  and 
inspection  work.  The  sine  bar  must  be  used  in 
conjunction  with  a  surface  plate  and  gauge  blocks 
if  accuracy  is  to  be  maintained.  Use  of  the  sine 
bar  will  be  covered  later  in  this  chapter. 

Toolmaker's  buttons  (figure  3-10)  are  hard- 
ened and  ground  cylindrical  pieces  of  steel,  used 
to  locate  the  centers  of  holes  with  extreme 
accuracy.  You  may  use  as  many  buttons  as 
necessary  on  the  same  layout  by  spacing  them  the 
proper  distance  from  each  other  with  gauge 
blocks. 

Many  other  special  tools,  which  you  may 
make,  will  be  useful  in  obtaining  layouts  that  are 


CAP    SCREW 


BUTTON 


WORK 


Figure  3-10. — Toolmaker's  buttons  and  their  application. 


accurate  and  easily  done.  Transfer  screws  and 
punches  for  laying  out  from  a  sample  are  two  that 
you  can  use  on  many  jobs  and  save  time  in  doing 
the  job. 

LAYOUT  METHODS 

To  ensure  complete  accuracy  when  making 
layouts,  establish  a  reference  point  or  line  on  the 
work.  This  line,  called  the  baseline,  is  located  so 
you  can  use  it  as  a  base  from  which  to  measure 
dimensions,  angles,  and  lines  of  the  layout.  You 
can  use  a  machined  edge  or  centerline  as  a 
reference  line.  Circular  layouts,  such  as  flanges, 
are  usually  laid  out  from  a  center  point  and  a 
diameter  line. 

You  can  hold  inaccuracy  in  layouts  to  a 
minimum  by  using  the  reference  method  because 
errors  can  be  made  only  between  the  reference  line 
and  one  specific  line  or  point.  Making  a  layout 
by  referencing  each  line  or  point  to  the  preceding 
one  can  cause  you  to  compound  any  error,  thus 
creating  an  inaccurate  layout. 

Making  a  layout  on  stock  that  has  one  or  more 
machine  finished  surfaces  usually  is  easy.  Laying 
out  a  casting,  however,  presents  special  problems 
because  the  surfaces  are  too  rough  and  not  true 
enough  to  permit  the  use  of  squares,  surface 
plates,  or  other  mounting  methods  with  any 
degree  of  accuracy.  A  casting  usually  must  be 
machined  on  all  surfaces.  Sufficient  material  must 
be  left  outside  the  layout  line  for  truing  up  the 
surface  by  machining.  For  example,  a  casting 
might  have  only  1/8-inch  machining  allowance  on 
each  surface  (or  be  a  total  of  1/4-inch  oversize). 
It  is  obvious  in  this  example  that  taking  more  than 
1/8  inch  off  any  surface  would  mean  the  loss  of 
the  casting.  The  layout  procedure  is  especially 


3-11 


must  be  within  the  machining  allowance  on  all 
surfaces. 

Making  Layout  Lines 

The  following  information  applies  to  practi- 
cally all  layouts.  Layout  lines  are  formed  by 
using  a  reference  edge  or  point  on  the  stock  or 
by  using  the  surface  plate  as  a  base.  Study  care- 
fully the  section  on  geometric  construction  as  this 
will  aid  you  in  making  layouts  when  a  reference 
edge  of  the  stock  or  a  surface  plate  mounting  of 
the  stock  cannot  be  used. 

LINES    SQUARE    OR    PARALLEL    TO 

EDGES. — When  scribing  layout  lines  on  sheet 
metal,  hold  the  scratch  awl,  or  scribe,  as  shown 
in  figure  3-11,  leaning  it  toward  the  direction  in 
which  it  will  be  moved  and  away  from  the 
straightedge.  This  will  help  scribe  a  smooth  line 
which  will  follow  the  edge  of  the  straightedge, 
template,  or  pattern  at  its  point  of  contact  with 
the  surface  of  the  metal. 

To  scribe  a  line  on  stock  with  a  combination 
square,  place  the  squaring  head  on  the  edge  of 


square  with  the  edge  of  the  stock  against 
which  the  squaring  head  is  held;  that  is,  the 
angle  between  the  line  and  the  edge  will  be 
90°. 

To  draw  lines  parallel  to  an  edge  using  a 
combination  square,  extend  the  blade  from  the 
squaring  head  the  required  distance,  such  as  the 
2-inch  setting  shown  in  figure  3-13.  Secure  the 
blade  at  this  position.  Scribe  a  line  parallel  to  the 
edge  of  the  stock  by  holding  the  scratch  awl,  01 
scribe,  at  the  end  of  the  blade  as  you  move  the 
square  along  the  edge.  All  lines  so  scribed,  with 
different  blade  settings,  will  be  parallel  to  the  edge 
of  the  stock  and  parallel  to  each  other. 


Figure  3-13.— Laying  out  parallel  lines  with  a  combinatioi 
square. 


Figure  3-11. — Using  a  scribe. 


Figure  3-12. — Using  the  combination  square. 


Figure  3-14. — Laying  out  a  parallel  line  with  a  hermaphrodil 
caliper. 


3-12 


in  figure  3-14,  so  the  curved  leg  maintains 
contact  with  the  edge  while  the  other  leg  scribes 
the  line.  Hold  the  caliper  so  that  the  line  will  be 
scribed  at  the  desired  distance  from  the  edge  of 
the  stock. 

FORMING  ANGULAR  LINES.— To  lay  out 

a  45  °  angle  on  stock,  using  a  combination  square, 
place  the  squaring  head  on  the  edge  of  the  stock, 
as  shown  in  figure  3-15,  and  draw  the  line  along 
either  edge  of  the  blade.  The  line  will  form  a  45  ° 
angle  with  the  edge  of  the  stock  against  which  the 
squaring  head  is  held. 

To  draw  angular  lines  with  the  protractor  head 
of  a  combination  square,  loosen  the  adjusting 
screw  and  rotate  the  blade  so  the  desired  angle 


Figure  3-15. — Laying  out  a  45°  angle. 


PARALLEL 
UNES 


SCRIBER 


TRUE 
EDGE 


is  60°.  Tighten  the  screw  to  hold  the  setting. 

Hold  the  body  of  the  protractor  head  in 
contact  with  the  true  edge  of  the  work  with  the 
blade  resting  on  the  surface.  Scribe  the  lines  along 
the  edge  of  the  blade  on  the  surface  of  the  work. 
The  angle  set  on  the  scale  determines  the  angle 
laid  out  on  the  work.  All  lines  drawn  with  the 
same  setting,  and  from  the  same  true  edge  of  the 
work,  will  be  parallel  lines. 

Use  the  center  head  and  rule  as  illustrated  in 
figure  3-17  to  locate  the  center  of  round  stock. 
To  find  the  center  of  square  and  rectangular 
shapes,  scribe  straight  lines  from  opposite  corners 
of  the  workpiece.  The  intersection  of  the  lines 
locates  the  center. 

LAYING  OUT  CIRCLES  AND  IRREG- 
ULAR LINES.— Circles  or  segments  of  circles  are 
laid  out  from  a  center  point.  To  ensure  accuracy, 
prick-punch  the  center  point  to  keep  the  point  of 
the  dividers  from  slipping  out  of  position. 

To  lay  out  a  circle  with  a  divider,  take  the 
setting  of  the  desired  radius  from  the  rule,  as 
shown  in  figure  3-18.  Note  that  the  3-inch  setting 


Figure  3-17. — Locating  the  center  of  round  stock. 


Figure  3-16. — Laying  out  angular  lines. 


Figure  3-18.— Setting  a  divider  to  a  dimension. 


3-13 


is  being  taken  AWAY  from  the  end  of  the  rule. 
This  reduces  the  chance  of  error  as  each  point  of 
the  dividers  can  be  set  on  a  graduation.  Place  one 
leg  of  the  divider  at  the  center  of  the  proposed 
circle,  lean  the  tool  in  the  direction  it  will  be 
rotated,  and  rotate  it  by  rolling  the  knurled 
handle  between  your  thumb  and  index  finger.  (A 
of  fig.  3-19.) 


Figure  3-21.— Angle  plate. 


Figure  3-19. — Laying  out  circles. 


BULKHEAD 


SURFACE 
PLATE 


Figure  3-20. — Laying  out  an  irregular  line  from  a  surface. 


Figure  3-22.— Setting  and  using  a  surface  gauge. 


trammel  points. 

To  lay  out  a  circle  with  trammel  points,  hold 
one  point  at  the  center,  lean  the  tool  in  the 
direction  you  plan  to  move  the  other  point,  and 
swing  the  arc,  or  circle,  as  shown  in  B  of  figure 
3-19. 

To  transfer  a  distance  measurement  with 
trammel  points,  hold  one  point  as  you  would  for 
laying  out  a  circle  and  swing  a  small  arc  with  the 
other  point  opened  to  the  desired  distance. 

Scribing  an  irregular  line  to  a  surface  is  a  skill 
used  in  fitting  a  piece  of  stock,  as  shown  in  figure 
3-20,  to  a  curved  surface.  In  A  of  figure  3-20  you 
see  the  complete  fit.  In  B  of  figure  3-20  the  divider 
has  scribed  a  line  from  left  to  right.  When  scribing 
horizontal  lines,  keep  legs  of  the  divider  plumb 
(one  above  the  other).  When  scribing  vertical 
lines,  keep  the  legs  level.  To  scribe  a  line  to  an 
irregular  surface,  set  the  divider  so  that  one  leg 
will  follow  the  irregular  surface  and  the  other  leg 
will  scribe  a  line  on  the  material  that  is  being  fitted 
to  the  irregular  surface.  (See  B  of  fig.  3-20.) 

USING    THE    SURFACE    PLATE.— The 

surface  plate  is  used  with  such  tools  as  parallels, 
squares,  V-blocks,  surface  gauges,  angle  plates, 
and  sine  bar  in  making  layout  lines.  Angle  plates 
similar  to  the  one  shown  in  figure  3-21  are  used 
to  mount  work  at  an  angle  on  the  surface  plate. 
To  set  the  angle  of  the  angle  plate,  use  a  protractor 
and  rule  of  the  combination  square  set  or  use  a 
vernier  protractor. 

Part  A  of  figure  3-22  shows  a  surface  gauge 
V-block  combination  used  in  laying  out  a  piece 
of  stock.  To  set  a  surface  gauge  for  height,  first 


aa  MIUWU  ill  Jj  Ul  llgluc 

3-22.  Secure  the  scale  so  the  end  is  in  contact  with 
the  surface  of  the  plate.  Move  the  surface  gauge 
into  position. 

USING  THE  SINE  BAR.— A  sine  bar  is  a 
precisely  machined  tool  steel  bar  used  in 
conjunction  with  two  steel  cylinders.  In  the  type 
shown  in  figure  3-23,  the  cylinders  establish  a 
precise  distance  of  either  5  inches  or  10  inches 
from  the  center  of  one  to  the  center  of  the  other, 
depending  upon  the  model  used.  The  bar  itself 
has  accurately  machined  parallel  sides,  and  the 
axes  of  the  two  cylinders  are  parallel  to  the 
adjacent  sides  of  the  bar  within  a  close  tolerance. 
Equally  close  tolerances  control  the  cylinder 
roundness  and  freedom  from  taper.  The  slots  or 
holes  in  the  bar  are  for  convenience  in  clamping 
workpieces  to  the  bar.  Although  the  illustrated 
bars  are  typical,  there  is  a  wide  variety  of 
specialized  shapes,  widths,  and  thicknesses. 

The  sine  bar  itself  is  very  easy  to  set  up  and 
use.  You  do  need  to  have  a  basic  knowledge  of 
trigonometry  to  understand  how  it  works.  When 
a  sine  bar  is  set  up,  it  always  forms  a  right  triangle. 
A  right  triangle  has  one  90°  angle.  The  base  of 
the  triangle,  formed  by  the  sine  bar,  is  the  surface 
plate,  as  shown  in  figure  3-23.  The  side  opposite 
is  made  up  of  the  gauge  blocks  that  raise  one  end 
of  the  sine  bar.  The  hypotenuse  is  always  formed 
by  the  sine  bar,  as  shown  in  figure  3-23.  The 
height  of  the  gauge  block  setting  may  be  found 
in  two  ways.  The  first  method  is  to  multiply  the 
sine  of  the  angle  needed  by  the  length  of  the  sine 
bar.  The  sine  of  the  angle  may  be  found  in  any 
table  of  natural  trigonometric  functions.  For 


HYPOTENUSE 


SINE  BAR 
(HYPOTENUSE) 


GAGE  BLOCKS 
(SIDE  OPPOSITE) 


GIVEN   ANGLE 


SIDE    ADJACENT 


SURFACE   PLATE 
(SIDE  ADJACENT) 


Figure  3-23.— Setup  of  the  sine  bar. 


3-15 


LU  a.  LO.UIC  ui  iia.iuLd.1  LugunuuicuUr 

find  the  sine  of  30  °5'.  Then  multiply  the  sine  value 
by  10  inches:  0.50126  x  10  =  5.0126,  to  find  the 
height  of  the  gauge  blocks.  The  second  method 
is  to  use  a  table  of  sine  bar  constants.  These  tables 
give  the  height  setting  for  any  given  angle  (to  the 
nearest  minute)  for  a  5-inch  sine  bar.  Tables  are 
not  normally  available  for  10-inch  bars  because 
it  is  just  as  easy  to  use  the  sine  of  the  angle  and 
move  the  decimal  point  one  place  to  the  right. 
Although  sine  bars  have  the  appearance  of 
being  rugged,  they  should  receive  the  same  care 
as  gauge  blocks.  Because  of  the  nature  of  their 
use  in  conjunction  with  other  tools  or  parts  that 
are  heavy,  they  are  subject  to  rough  usage. 
Scratches,  nicks,  and  burrs  should  be  removed  or 
repaired.  They  should  be  kept  clean  from  abrasive 
dirt  and  sweat  and  other  corrosive  agents.  Regular 
inspection  of  the  sine  bar  will  locate  such  defects 
before  they  are  able  to  affect  the  accuracy  of  the 
bar.  When  sine  bars  are  stored  for  extended 
periods,  all  bare  metal  surfaces  should  be  cleaned 
and  then  covered  with  a  light  film  of  oil.  Placing 
a  cover  over  the  sine  bar  will  further  prevent 
accidental  damage  and  discourage  corrosion. 

GEOMETRIC  CONSTRUCTION  OF  LAY- 
OUT  LINES. — Sometimes  you  will  need  to  scribe 
a  layout  that  cannot  be  made  using  conventional 
layout  methods.  For  example,  you  cannot  readily 
make  straight  and  angular  layout  lines  on  sheet 
metal  with  irregular  edges  by  using  a  combination 
square  set;  neither  can  you  mount  sheet  metal  on 
angle  plates  in  a  manner  that  permits  scribing 
angular  lines.  Geometric  construction  is  the 
answer  to  this  problem. 

Use  a  divider  to  lay  out  a  perpendicular 
FROM  a  point  TO  a  line,  as  shown  in  figure  3-24. 
Lightly  prick-punch  point  C,  then  swing  any  arc 


auu  jc/  as 


uwu  cues 


at  a  point  such  as  F.  Place  a  straightedge  on  points 
C  and  F.  The  line  drawn  along  this  straightedge 
from  point  C  to  line  AB  will  be  perpendicular 
(90°)  to  line  AB. 

Use  a  divider  to  lay  out  a  perpendicular 
FROM  a  point  ON  a  line,  as  shown  in  figure  3-25. 
Lightly  prick-punch  the  point  identified  in  the 
figure  as  C  on  line  AB.  Then  set  the  divider  to 
any  distance  to  scribe  arcs  which  intersect  AB  at 
D  and  E  with  C  as  the  center.  Punch  C  and  E 
lightly.  With  D  and  E  used  as  centers  and  with 
the  setting  of  the  divider  increased  somewhat, 
scribe  arcs  which  cross  at  points  such  as  F  and 
G.  The  line  drawn  through  F  and  G  will  pass 
through  point  C  and  be  perpendicular  to  line  AB. 

To  lay  out  parallel  lines  with  a  divider,  set  the 
divider  to  the  selected  dimension.  Then  referring 
to  figure  3-26,  from  any  points  (prick-punched) 
such  as  C  and  D  on  line  AB,  swing  arcs  EF  and 
GH.  Then  draw  line  IJ  tangent  to  these  two  arcs 
and  it  will  be  parallel  to  line  AB  and  at  the  selected 
distance  from  it. 

Bisecting  an  angle  is  another  geometric 
construction  with  which  you  should  be  familiar. 
Angle  ABC  (fig.  3-27)  is  given.  With  B  as  a  center, 
draw  an  arc  cutting  the  sides  of  the  angle  at  D 
and  E.  With  D  and  E  as  centers,  and  with  a  radius 
greater  than  half  of  arc  DE,  draw  arcs  intersecting 
at  F.  A  line  drawn  from  B  through  point  F  bisects 
the  angle  ABC. 


Figure  3-25.— Layout  of  a  perpendicular  from  a  point 
on  a  line. 


Figure  3-24. — Layout  of  a  perpendicular  from  a  point 
to  a  line. 


AC  D  B 

Figure  3-26. — Layout  of  a  parallel  line. 


3-16 


Figure  3-27.—  Bisecting  an  angle. 


Laying  Out  Valve  Flange 
Bolt  Holes 

Before  describing  the  procedure  for  making 
valve  flange  layouts,  we  need  to  clarify  the 
terminology  used  in  the  description.  Figure  3-28 
shows  a  valve  flange  with  the  bolt  holes  marked 
on  the  bolt  circle.  The  straight-line  distance 
between  the  centers  of  two  adjacent  holes  is  called 
the  PITCH  CHORD.  The  bolt  hole  circle  itself 
is  called  the  PITCH  CIRCLE.  The  vertical  line 
across  the  face  of  the  flange  is  the  VERTICAL 
BISECTOR,  and  the  horizontal  line  across  the 
face  of  the  flange  is  the  HORIZONTAL 
BISECTOR. 


PITCH   CIRCLE 


HORIZONTAL- 
BISECTOR 


VERTICAL 
BISECTOR 

PITCH  CHORD 


SNUGLY  FITTING 
WOOD  PLUG 


Figure  3-28. — Flange  layout  terminology. 


LIIC  same  as  me 

chord  between  any  other  two  adjacent  holes.  Note 
that  the  two  top  holes  and  the  two  bottom  holes 
straddle  the  vertical  bisector;  the  vertical  bisector 
cuts  the  pitch  chord  for  each  pair  exactly  in  half. 
This  is  the  standard  method  of  placing  the  holes 
for  a  6-hole  flange.  In  the  4-,  8-,  or  12-hole  flange, 
the  bolt  holes  straddle  both  the  vertical  and 
horizontal  bisectors.  This  system  of  hole  place- 
ment permits  a  valve  to  be  installed  in  a  true 
vertical  or  horizontal  position,  provided,  of 
course,  that  the  pipe  flange  holes  are  also  in 
standard  location  on  the  pitch  circle.  Before 
proceeding  with  a  valve  flange  layout  job,  find 
out  definitely  whether  the  holes  are  to  be  placed 
in  the  standard  position.  If  you  are  working  on 
a  "per  sample"  job,  follow  the  layout  of  the 
sample. 

Assuming  that  you  have  been  given  informa- 
tion concerning  the  size  and  number  of  holes  and 
the  radius  of  the  pitch  circle,  the  procedure  for 
setting  up  the  layout  for  straight  globe  or  gate 
valve  flanges  is  as  follows: 

1.  Fit   a   fine  grain   wood  plug  into  the 
opening  in  each  flange.  (See  fig.  3-28.)  The  plug 
should  fit  snugly  and  be  flush  with  the  face  of  the 
flange. 

2.  Apply  layout  dye  to  the  flange  faces, 
or,    if   dye   is   not   available,    rub   chalk   on 
the  flange  faces  to  make  the  drawn  lines  clearly 
visible. 

3.  Locate  the  center  of  each  flange  with  a 
surface  gauge,  or  with  a  center  head  and  rule 
combination,  if  the  flange  diameter  is  relatively 
small.   (See  part  A  fig.   3-22  and  fig.  3-17.) 
After  you  have  the  exact  center  point  located 
on  each  flange,  mark  the  center  with  a  sharp 
prick-punch. 

4.  Scribe  the  pitch   or  bolt   circle,   using 
a  pair   of  dividers.    Check   to    see  that  the 
pitch  circle  and  the  outside  edge  of  the  flange  are 
concentric. 

5.  Draw   the   vertical   bisector.    This   line 
must  pass  through  the   center   point  of  the 
flange  and  must  be  visually  located  directly 
in    line    with    the    axis    of   the    valve   stem. 
(see  fig.  3-28.) 


3-17 


6.  Draw  the  horizontal  bisector.  This 
line  must  also  pass  through  the  center  point 
of  the  flange  and  must  be  laid  out  at  a 
right  angle  to  the  vertical  bisector.  (See  fig.  3-28 
and  fig.  3-25.) 

Up  to  this  point,  the  layout  is  the  same  for 
all  flanges  regardless  of  the  number  of  holes. 
Beyond  this  point,  however,  the  layout  differs 
with  the  number  of  holes.  The  layout  for  a  6-hole 
flange  is  the  simplest  one  and  will  be  described 
first. 

SIX-HOLE  FLANGE.— Set  your  dividers 
exactly  to  the  dimension  of  the  pitch  circle  radius. 
Place  one  leg  of  the  dividers  on  the  point  where 
the  horizontal  bisector  crosses  the  pitch  circle  on 
the  right-hand  side  of  the  flange,  point  (1)  in  part 
A  of  figure  3-29,  and  draw  a  small  arc  across  the 
pitch  circle  at  points  (2)  and  (6).  Next,  place  one 
leg  of  the  dividers  at  the  intersection  of  the  pitch 
circle  and  horizontal  bisector  on  the  left-hand  side 
of  the  flange  point  (4),  and  draw  a  small  arc  across 
the  pitch  circle  line  at  points  (3)  and  (5).  These 
points,  (1  to  6),  are  the  centers  for  the  holes. 
Check  the  accuracy  of  the  pitch  chords.  To  do 
this,  leave  the  dividers  set  exactly  as  you  had  them 
set  for  drawing  the  arcs.  Starting  from  the  located 
center  of  any  hole,  step  around  the  circle  with  the 
dividers.  Each  pitch  chord  must  be  equal  to  the 
setting  of  the  dividers;  if  it  is  not,  you  have  an 


error  in  hole  mark  placement  that  you  must 
correct  before  you  center  punch  the  marks 
for  the  holes.  After  you  are  sure  the  lay- 
out is  accurate,  center  punch  the  hole  marks 
and  draw  a  circle  of  appropriate  size  around 
each  center-punched  mark  and  prick-punch 
"witness  marks"  around  the  circumference 
as  shown  in  part  B  of  figure  3-29.  These 
witness  marks  will  be  cut  exactly  in  half 
by  the  drill  to  verify  a  correctly  located 
hole. 

FOUR-HOLE  FLANGE.— Figure  3-30  shows 
the  development  for  a  4-hole  flange  layout. 
Set  your  dividers  for  slightly  more  than 
half  the  distance  of  arc  AB,  and  then  scribe 
an  intersecting  arc  across  the  pitch  circle 
line  from  points  A,  B,  C,  and  D,  as  shown 
in  part  A  of  figure  3-30.  Next,  draw  a 
short  radial  line  through  the  point  of  inter- 
section of  each  pair  of  arcs  as  shown  in 
part  B.  The  points  where  these  lines  cross 
the  pitch  circle,  (1),  (2),  (3),  and  (4),  are 
the  centers  for  the  holes.  To  check  the 
layout  for  accuracy,  set  your  divider  for 
the  pitch  between  any  two  adjacent  holes 
and  step  around  the  pitch  circle.  If  the 
holes  are  not  evenly  spaced,  find  your  error 
and  correct  it.  When  the  layout  is  correct,  follow 
the  center-punching  and  witness-marking 
procedure  described  for  the  6-hole  flange  layout. 


"WITNESS  MARKS" 


Figure  3-29. — Development  of  a  6-hole  flange. 


me  same  memo  a  as  aescnoea  lor  locaung  poim 

(1)  in  the  4-hole  layout.  Then  divide  arc  AE  in 
half  by  the  same  method.  The  midpoint  of  arc 
AE  is  the  location  for  the  center  of  hole  (1).  (see 
part  A  of  fig.  3-31.)  Next,  set  your  dividers  for 
distance  A  (1),  and  draw  an  arc  across  the  pitch 
circle  line  from  A  at  point  (8);  from  B  at  points 

(2)  and  (3);  from  C  at  (4)  and  (5);  and  from  D 
at   (6)   and   (7).    (see   part   B   of  fig.    3-31.) 
Now  set  your  calipers  for  distance  AE  and 


MATHEMATICAL  DETERMINATION  OF 
PITCH  CHORD  LENGTH.— In  addition  to  the 
geometric  solutions  given  in  the  preceding 
paragraphs,  the  spacing  of  valve  flange  bolt  hole 
centers  can  be  determined  by  simple  multiplica- 
tion, provided  a  constant  value  for  the  desired 
number  of  bolt  holes  is  known.  The  diameter 
of  the  pitch  circle  multiplied  by  the  constant 
equals  the  length  of  the  pitch  chord.  The 


Figure  3-30.— Four-hole  flange  development. 


Figure  3-31. — Eight-hole  flange  development. 


3-19 


Here  is  an  example  of  the  use  of  the  table. 
Suppose  a  flange  is  to  have  9  bolt  holes  laid  out 
on  a  pitch  circle  with  a  diameter  of  10  inches. 
From  the  table,  select  the  constant  for  a  9-hole 
flange.  The  pitch  diameter  (10  inches)  multiplied 
by  the  appropriate  constant  (.342)  equals  the 
length  of  the  pitch  chord  (3.420  inches).  Set  a  pair 
of  dividers  to  measure  3.420  inches,  from  point 
to  point,  and  step  off  around  the  circumference 
of  the  pitch  circle  to  locate  the  centers  of  the 
flange  bolt  holes.  Note,  however,  that  the  actual 
placement  of  the  holes  in  relation  to  the  vertical 
and  horizontal  bisectors  is  determined  separately. 
(This  is  of  no  concern  if  the  layout  is  for  an 
unattached  pipe  flange  rather  than  for  a  valve 
flange.) 

BENCHWORK 

In  this  chapter,  we  will  consider  benchwork 
related  to  repair  work,  other  than  machining,  in 
restoring  equipment  to  an  operational  status.  In 
repairing  equipment,  benchwork  progresses  in 
several  distinct  steps:  obtaining  information, 
disassembly  of  the  equipment,  inspection  for 
defects,  repair  of  defects,  reassembly,  and  testing. 


Table  3-2. — Constants  for  Locating  Centers  of  Flange 
bolt  Holes 


No.  bolt  holes 


9 

10 
11 
12 
13 
14 
15 
16 
17 
18 
19 
20 


Constant 


0.866 
.7071 
.5879 


.3827 
.342 


,2588 


,2079 

.195 

.184 


possible  sources  for  this  information.  Job  orders 
generally  give  brief  descriptions  of  the  equipment 
and  the  required  repair.  Manufacturers'  technical 
manuals  and  blueprints  give  detailed  information 
on  operational  characteristics  and  physical 
descriptions  of  the  equipment.  Operators  can 
provide  information  on  specific  techniques  of 
operation  and  may  furnish  clues  as  to  why  the 
equipment  failed.  The  leading  petty  officer  of 
your  shop  can  provide  valuable  information  on 
repair  techniques,  and  can  help  you  interpret  the 
information.  Use  these  sources  of  information  to 
become  familiar  with  the  equipment  before 
attempting  the  actual  repair  work.  If  you 
are  thoroughly  acquainted  with  the  equipment, 
you  will  not  have  to  rely  on  trial  and  error 
methods  which  are  time  consuming  and  some- 
times questionable  in  effectiveness. 

There  are  specific  techniques  that  can  be  used 
in  assembly  and  disassembly  of  equipment  which 
will  improve  the  effectiveness  of  a  repair  job. 
Whenever  you  repair  equipment,  you  should  note 
such  things  as  fastening  devices,  fits  between 
mating  parts,  and  the  uses  of  gaskets  and  packing. 
Noting  the  positions  of  parts  in  relation  to  mating 
parts  or  the  unit  as  a  whole  is  extremely  helpful 
in  ensuring  that  the  parts  are  in  correct  locations 
and  positions  when  the  unit  is  reassembled. 

Inspecting  the  equipment  before  and  during 
the  repair  procedure  is  necessary  to  determine 
causes  of  defects  or  damage.  The  renewal  or 
replacement  of  a  broken  or  worn  part  of  a  unit 
may  give  the  equipment  an  operational  status. 
Eliminating  the  cause  of  damage  prevents 
recurrence. 

Repairs  are  made  by  replacement  of  parts,  by 
machining  the  parts  to  new  dimensions,  or  by 
using  handtools  to  overhaul  and  recondition  the 
equipment.  Handtools  are  used  in  the  repair 
procedure  in  jobs  such  as  filing  and  scraping  to 
true  surfaces  and  in  removing  burrs,  nicks,  and 
sharp  edges. 

It  is  often  said  that  a  repair  job  is  incomplete 
until  the  repaired  equipment  has  been  tested  for 
satisfactory  operation.  How  equipment  is  tested 
depends  on  the  characteristics  of  the  equipment. 
In  some  cases  testing  facilities  are  available  in  the 
shop.  When  these  facilities  are  not  available,  the 
unit  may  be  placed  back  in  operation  and  tested 
by  normal  use. 


3-20 


mucn  ot  me  equipment  tnat  you  are  required  to 
disassemble,  repair,  and  reassemble.  You  must, 
therefore,  use  techniques  that  will  aid  you  in 
remembering  the  position  and  location  of  parts 
in  relatively  intricate  mechanisms.  The  following 
information  applies  in  general  to  assembly  and 
disassembly  of  any  equipment. 

Equipment  should  be  disassembled  in  a  clean, 
well-lighted  work  area.  With  plenty  of  light,  small 
parts  are  less  likely  to  be  misplaced  or  lost,  and 
small  but  important  details  are  more  easily  noted. 
Cleanliness  of  the  work  area,  as  well  as  the  proper 
cleaning  of  the  parts  as  they  are  removed, 
decreases  the  possibility  of  damage  due  to  foreign 
matter  when  the  parts  are  reassembled. 

Before  starting  any  disassembly  job,  select  the 
tools  and  parts  you  think  you  will  need  and  take 
them  to  the  work  area.  This  will  permit  you  to 
concentrate  on  the  work  without  unnecessary 
interruptions  during  the  disassembly  and  re- 
assembly processes. 

Have  a  container  at  hand  for  holding  small 
parts  to  prevent  their  loss.  Use  tags  or  other 
methods  of  marking  the  parts  to  identify  the  unit 
from  which  they  are  taken.  Doing  this  prevents 
mixing  parts  of  one  piece  of  equipment  with  parts 
belonging  to  another  similar  unit,  especially  if 
several  pieces  of  equipment  are  being  repaired  in 
the  same  area.  Use  a  scribe  or  prick-punch  to 
mark  the  relative  positions  of  mating  parts  that 
are  required  to  mate  in  a  certain  position.  (See 
fig.  3-32.)  Pay  close  attention  to  details  of  the 
equipment  you  are  taking  apart  and  fix  in  your 
mind  how  the  parts  fit  together.  When  you 


PUNCH 
MARKS 


JOINTS 


PUNCH 
MARKS 


Figure  3-32. — Mating  parts  location  marks. 


heavy  pressure  is  required  to  separate  parts.  An 
overlooked  pin,  key,  or  setscrew  that  locks  parts 
in  place  can  cause  extensive  damage  if  pressure 
is  applied  to  the  parts.  If  hammers  are  required 
to  disassemble  parts,  use  a  mallet  or  hammer  with 
a  soft  face  (lead,  plastic,  or  rawhide)  to  prevent 
distortion  of  surfaces.  If  bolts  or  nuts  or  other 
parts  are  stuck  together  due  to  corrosion,  use 
penetrating  oil  to  free  the  parts. 


PRECISION  WORK 

The  majority  of  repair  work  that  you  perform 
will  involve  some  amount  of  precision  hand  work 
of  parts.  Broadly  defined,  precision  hand  work 
to  the  Machinery  Repairman  can  range  from  using 
a  file  to  remove  a  burr  or  rough,  sharp  edge  on 
a  hatch  dog  to  reaming  a  hole  for  accurately 
locating  very  close  fitting  parts.  To  accomplish 
these  jobs,  you  must  be  proficient  in  the  use  of 
files,  scrapers,  precision  portable  grinders,  thread 
cutting  tools,  reamers,  broaches,  presses  and 
oxyacetylene  torches. 


Scraping 

Scraping  produces  a  surface  that  is  more 
accurate  in  fit  and  smoother  in  finish  than  a 
surface  obtained  in  a  machining  operation.  It  is 
a  skill  that  requires  a  great  deal  of  practice  before 
you  become  proficient  at  it.  Patience,  sharp  tools 
and  a  light  "feel"  are  required  to  scrape  a  surface 
that  is  smooth  and  uniform  in  fit. 

Some  of  the  tools  you  will  use  for  scraping 
will  be  similar  to  files  without  the  serrated 
edges.  They  are  available  either  straight  or 
with  various  radii  or  curves  for  scraping  an 
internal  surface  at  selected  points.  Other  scraper 
tools  may  look  like  a  paint  scraper,  possibly 
with  a  carbide  tip  attached.  You  may  find  that 
a  scraper  that  you  make  from  material  in  your 
shop  will  best  suit  the  requirements  of  the  job  at 
hand. 

A  surface  plate  and  nondrying  prussian  blue 
are  required  for  scraping  a  flat  surface.  Lightly 
coat  the  surface  plate  with  blue  and  move  the 
workpiece  over  this  surface.  The  blue  will  stick 
to  the  high  spots  on  the  workpiece,  revealing  the 


3-21 


areas  to  be  scraped.  (See  fig.  3-33.)  Scrape  the 
areas  of  the  workpiece  surface  that  are  blue  and 
check  again.  Continue  this  process  until  the  blue 
coloring  shows  on  the  entire  surface  of  the 
workpiece.  To  reduce  frictional  "drag"  between 
mating  finished  scraped  surfaces,  rotate  the  solid 
surfaces  so  that  each  series  of  scraper  cuts  is  made 
at  an  angle  of  90°  to  the  preceding  series.  This 
action  gives  the  finished  scraped  surface  a 
crosshatched  or  basket  weave  appearance.  The 
crosshatched  method  also  enables  you  to  more 
easily  see  where  you  have  scraped  the  part. 

A  shell-type,  babbitt-lined,  split  bearing  or  a 
bushing  often  requires  hand  scraping  to  ensure 
a  proper  fit  to  the  surface  that  it  supports  or  runs 
on.  To  do  this,  very  lightly  coat  the  shaft  (or  a 
mandrel  the  same  size  as  the  shaft)  with  nondrying 
Prussian  blue.  Turning  the  bearing  on  the  shaft 
(or  the  mandrel  in  the  bearing)  just  a  short 
distance  will  leave  thin  deposits  of  the  bluing  on 
the  high  spots  in  the  bearing  babbitt.  Then  lightly 
scrape  the  high  spots  with  a  scraper  shaped  to 
permit  selective  scraping  of  the  high  spots  without 
dragging  along  the  other  areas.  Be  very  careful 
when  doing  this  to  prevent  tapering  the  bearing 
excessively  in  either  the  longitudinal  or  radial 
direction.  When  you  have  worked  out  all  the  high 
spots,  smooth  out  (or  replace  if  necessary)  the 
bluing  on  the  shaft  or  mandrel  and  repeat  the 
process  until  you  have  produced  an  acceptable 
seating  pattern.  This  job  cannot  be  rushed  and 
done  properly  at  the  same  time.  A  poor  seating 
pattern  on  a  bearing  could  lead  to  an  early  failure 
when  the  bearing  is  placed  into  service. 

Removal  of  Burrs  and  Sharp  Edges 

One  of  the  most  common  injuries  that  occurs 
in  machine  shops  is  a  cut  or  scratch  caused  by  a 


Figure  3-33.— Checking  a  surface. 


sharp  edge  on  a  part.  When  a  pump  or  other  piece 
of  machinery  that  has  been  overhauled  binds  or 
wipes  with  little  or  no  operating  time,  an  investiga- 
tion will  often  reveal  a  sharp  edge  that  has  peeled 
or  broken  off  and  jammed  into  an  area  that  has 
very  little  clearance.  In  spite  of  this  and 
other  instances  that  cause  either  discomfort  or 
additional  work,  the  removal  of  burrs  and  sharp 
edges  is  often  overlooked  by  the  machinist.  Close 
examination  of  the  old  part  or  the  blueprint  will 
sometimes  indicate  that  a  machined  radius  is 
required.  Regardless  of  the  design  or  use  of  a  part, 
a  few  seconds  in  removing  these  sharp  edges  with 
a  file  is  time  well  spent. 

Hand  Reaming 

When  you  need  a  round  hole  that  is  accurate 
in  size  and  smooth  in  finish,  reaming  is  the  process 
that  you  will  probably  select.  There  are  two  types 
of  reaming  processes — machine  reaming  and  hand 
reaming.  Machine  reaming  requires  a  drill  press, 
lathe,  milling  machining  or  other  power  tool  to 
hold  and  drive  either  the  reamer  or  the  part. 
Machine  reaming  will  be  covered  in  chapter  8. 
Hand  reaming  is  more  accurate  and  is  the  method 
you  will  probably  use  most  in  precision 
bench  work. 

A  hand  reamer  has  a  straight  shank  and  a 
square  machined  on  its  end.  It  is  driven  by  hand 
with  a  tap  wrench  placed  on  the  square  end. 
Several  different  types  of  hand  reamers  are 
available,  as  shown  in  figure  3-34.  Each  of  the 
different  types  has  an  application  for  which  it  is 
best  suited  and  a  limiting  range  or  capability.  The 
solid  hand  reamer  in  part  A  of  figure  3-34  is  used 
for  general  purpose  reaming  operations  where  a 
standard  or  common  fractional  size  is  required. 
It  is  made  with  straight,  helical,  or  spiral  flutes. 
A  helical  fluted  reamer  is  used  when  an 
interrupted  cut,  such  as  a  part  with  a  key  way 
through  it,  must  be  made.  The  helical  flutes  ensure 
a  greater  contact  area  of  the  cutting  edges  than 
the  straight  fluted  reamer,  preventing  the  reamer 
from  hanging  up  on  the  keyway  and  causing 
chatter,  oversizing  and  poor  finishes. 

The  expansion  reamer  in  B  of  figure  3-34  is 
available  as  either  straight  or  helical  fluted.  These 
reamers  are  used  when  a  reamed  hole  slightly 
larger  than  the  standard  size  is  required. 
Expansion  reamers  can  be  adjusted  from  about 
0.006  inch  larger  for  a  1/4-inch  reamer  to  about 
0.012  inch  larger  for  a  1  1/2-inch  reamer.  The 
adjustment  is  made  by  turning  the  screw  on  the 
cutting  end  of  the  reamer. 


SOLID  HAND  REAMER 


D 


B 


TAPER  PIN  REAMER 


EXPANSION  REAMER  SOLID 


TAPER  PIPE  REAMER 


EXPANSION  REAMER  INSERTED  TOOTH 

Figure  3-34. — Hand  reamers. 


The  expansion  reamer  in  C  of  figure  3-34  has 
a  much  greater  range  for  varying  its  size.  Each 
reamer  is  adjustable  to  allow  it  to  overlap  the 
smallest  diameter  of  the  next  larger  reamer.  The 
cutting  blades  are  the  insert  type  and  can  be 
removed  and  replaced  when  they  become  dull. 
Adjustment  is  made  by  loosening  and  tightening 
the  two  nuts  on  each  side  of  the  blades. 

The  taper  pin  reamer  in  D  of  figure  3-34  has 
a  taper  of  1/4  inch  per  foot  and  is  used  to  ream 
a  hole  to  accept  a  standard  size  taper  pin.  This 
reamer  is  used  most  often  when  two  parts  require 
a  definite  alignment  position.  When  drilling  the 
hole  for  this  reamer,  it  is  often  necessary  to  step 
drill  through  the  part  with  several  drills  of 
different  sizes  to  help  reduce  the  cutting  pressure 
put  on  the  reamer.  Charts  which  give  the 
recommended  drill  sizes  are  available  in  several 
machinist  reference  books.  In  any  case,  the 
smallest  drill  used  cannot  be  larger  than  the  small 
diameter  of  the  taper  pin. 

The  taper  pipe  reamer  in  E  of  figure  3-34  has 
a  taper  of  3/4  inch  per  foot  and  is  used  to  prepare 
a  hole  that  is  to  be  threaded  with  a  tapered  pipe 
thread. 

The  size  of  the  rough  drilled  or  bored  hole  to 
be  hand  reamed  should  be  between  0.002  inch  and 
about  0.015  inch  (1/64)  smaller  than  the  reamer 
size.  A  smoother  and  more  accurately  reamed  hole 
can  be  produced  by  keeping  to  a  minimum  the 


amount  of  material  that  a  reamer  is  to  remove. 
You  must  be  careful  to  keep  the  rough  hole  from 
being  oversized  or  out-of-round.  This  is  a  very 
common  problem  in  drilling  holes,  and  you  can 
prevent  it  only  by  using  a  correctly  sharpened  drill 
under  the  most  closely  controlled  conditions 
possible.  Information  on  drilling  can  be  found  in 
chapter  5. 

Alignment  of  the  reamer  to  the  rough  hole  is 
a  critical  factor  in  preventing  oversized,  out-of- 
round  or  bell-mouthed  holes.  If  possible,  perform 
the  reaming  operation  while  the  part  is  still  set 
up  for  the  drilling  or  boring  operation.  Insert  a 
center  in  the  spindle  of  the  machine  and  place  it 
in  the  center  hole  in  the  shank  of  the  reamer  to 
guide  the  reamer. 

Another  method  of  alignment  is  to  fabricate 
a  fixture  with  guide  bushings  made  from  bronze 
or  a  hardened  steel  to  keep  the  reamer  straight. 
When  a  rough  casting  or  a  part  that  has  the 
reamed  hole  at  an  angle  to  its  surface  must  be 
reamed,  it  is  best  to  spot  face  or  machine  the  area 
next  to  the  hole  so  that  the  hole  and  the  surface 
are  perpendicular.  This  will  prevent  an  uneven 
start  and  possibly  reamer  breakage.  In  most 
reaming  operations,  you  will  find  that  the  use  of 
a  lubricant  will  give  a  better  reamed  hole.  The 
lubricant  or  cutting  fluid  helps  to  reduce  heat  and 
friction  and  washes  away  the  ships  that  build  up 
on  the  reamer.  Soluble  oil  will  normally  serve  very 


3-23 


well;  however,  in  some  cases,  a  lard  or  sulfurized 
cutting  oil  may  be  required.  When  the  reaming 
operation  is  complete,  remove  the  reamer  from 
the  part  by  continuing  to  turn  the  reamer 
in  the  same  direction  (clockwise)  and  putting 
a  slight  upward  pressure  on  it  with  your  hand 
until  it  has  cleared  the  hole  completely.  Reversing 
the  direction  of  the  reamer  will  probably 
result  in  damage  to  both  the  cutting  edges  and  the 
hole. 

A  straight  hand  reamer  is  generally  tapered  on 
the  beginning  of  the  cutting  edges  for  a  distance 
approximately  equal  to  the  diameter  of  the 
reamer.  You  will  have  to  consider  this  when  you 
ream  a  hole  that  does  not  go  all  the  way  through 
a  part. 

Broaching 

Broaching  is  a  machining  process  that  cuts  or 
shears  the  material  by  forcing  a  broach  through 
the  part  in  a  single  stroke.  A  broach  is  a  tapered, 
hardened  bar,  into  which  have  been  cut  teeth  that 
are  small  at  the  beginning  of  the  tool  and  get 
progressively  larger  toward  the  end  of  the  tool. 
The  last  several  teeth  will  usually  be  the  correct 
size  of  the  desired  shape.  Broaches  are  available 
to  cut  round,  square,  triangular  and  hexagonal 
holes.  Internal  splines  and  gears  and  key  ways  can 
also  be  cut  using  a  broach.  A  key  way  broach 
requires  a  bushing  that  will  fit  snugly  in  the  hole 
of  the  part  and  has  a  rectangular  slot  in  it  to  slide 
the  broach  through.  Shims  of  different  thicknesses 
are  placed  behind  the  broach  to  adjust  the  depth 
of  the  key  way  cut  (fig.  3-35). 

A  broach  is  a  relatively  expensive  cutting  tool 
and  is  easily  rendered  useless  if  not  used  and 
handled  properly.  Like  all  other  cutting  tools,  it 
should  be  stored  so  that  no  cutting  edge  is  in 
contact  with  any  object  that  could  chip  or  dull 
it.  Preparation  of  the  part  to  be  broached  is  as 
important  as  the  broaching  operation  itself.  The 
size  of  the  hole  should  be  such  that  the  beginning 
pilot  section  enters  freely  but  does  not  allow  the 
broach  to  freely  fall  past  the  first  cutting  edge  or 
tooth.  If  the  hole  to  be  broached  has  flat  sides 
opposite  each  other,  you  need  only  to  measure 
across  them  and  allow  for  some  error  from  drill- 
ing. The  broach  will  sometimes  have  the  drill  size 
printed  on  it.  Be  sure  the  area  around  the  hole 
to  be  broached  is  perpendicular  on  both  the 
entry  and  exit  sides. 

Most  Navy  machine  shop  applications  involve 
the  use  of  either  a  mechanical  or  a  hydraulic  press 
to  force  the  broach  through  the  part.  A 


considerable  amount  of  pressure  is  required  to 
broach,  so  be  sure  that  the  setup  is  rigid  and  that 
all  applicable  safety  precautions  are  strictly 
observed.  A  slow  even  pressure  in  pushing  the 
broach  through  the  part  will  produce  the  most 
accurate  results  with  the  least  damage  to  the 
broach  and  in  the  safest  manner.  Do  not  bring 
the  broach  back  up  through  the  hole,  push  it  on 
through  and  catch  it  with  a  soft  cushion  of  some 
type.  A  lubricant  is  required  for  broaching  most 
metals.  A  special  broaching  oil  is  best;  however, 
lard  oil  or  soluble  oil  will  help  to  cool  the  tool, 
wash  away  chips  and  prevent  particles  from  gall- 
ing or  sticking  to  the  teeth. 

Hand  Taps  and  Dies 

Many  of  the  benchwork  projects  that  you  do 
will  probably  have  either  an  internally  or  an 
externally  threaded  part  in  the  design  specifica- 
tions. The  majority  of  the  threads  cut  on  a  bench- 
work  project  are  made  with  either  hand  taps,  for 
internally  threaded  parts,  or  hand  dies  for 
externally  threaded  parts.  The  use  of  these  two 
cutting  tools  has  come  to  be  considered  as  a  simple 
skill  requiring  little  or  no  knowledge  of  the  tools 
and  no  preplanning  of  the  operation  to  be 
performed.  It  is  true  that  the  operations  are 
simple,  but  only  after  several  factors  concerning 
the  correct  selection  and  use  of  the  tools  have  been 
studied  and  practiced.  Taps  and  dies  are  fast  and 
accurate  cutting  tools  that  can  make  a  job  much 
easier  and  will  produce  an  excellent  end  product. 
The  information  given  in  the  following 
paragraphs  will  provide  the  general  knowledge 
and  operational  factors  to  start  you  in  the 
correct  use  of  taps  and  dies. 

TAPS.— Hand  taps  (fig.  3-36)  are  precision 
cutting  tools  which  usually  have  three  or  four 
flutes  and  a  square  on  the  end  for  placing  a  tap 
wrench  to  turn  the  tap.  Taps  are  made  from  either 
hardened  carbon  steel  or  high-speed  steel  and  are 
very  hard  and  brittle.  They  are  easily  broken  or 
damaged  when  treated  roughly  or  forced  too 
quickly  through  a  hole. 

Taps  for  most  of  the  different  thread  forms, 
described  later  in  this  manual,  are  available  either 
as  a  standard  stock  item  or  catalog  special  ordered 
from  a  tap  manufacturer.  The  information  in  this 
section  concerns  only  the  most  commonly  used 
thread  forms,  the  Unified  thread  and  the 
American  National  thread.  Both  of  these  thread 
systems  have  a  60-degree  included  angle  or  V 
form. 


28.33 


Figure  3-35. — Broaching  a  keyway  on  a  gear. 


V8-I6  NC 
G    H4 


TAPER 


__D     V'6NC        C  •  •„........- 

6  H4  IHUlllUni 


PLUG 


_-^^vw^AA^^^^^^^v^A^vvvi^ 


BOTTOMING 


Figure  3-36.— Set  of  taps. 


Taps  usually  come  in  a  set  of  three  for  each 
different  diameter  and  number  of  threads  per 
inch.  A  taper,  or  starting  tap  (fig.  3-36),  has  8  to 
10  of  the  beginning  teeth  that  are  tapered.  The 
taper  allows  each  cutting  edge  or  tooth  to  cut 
slightly  deeper  than  the  one  before  it.  This  permits 
an  easier  starting  for  the  tap  and  exerts  a 
minimum  amount  of  pressure  against  the  tool. 
The  next  several  teeth  after  the  taper  ends  are  at 
the  full  designed  size  of  the  tap.  They  remove  only 
a  small  amount  of  material  and  help  to  leave  a 
fine  finish  on  the  threads.  The  last  few  teeth  have 
a  very  slight  back  taper  that  allows  the  tap  to  clear 
the  final  threads  cut  without  rubbing  or  binding. 
The  plug  tap  has  3  to  5  of  the  beginning  teeth 
tapered  and  the  remaining  length  has  basically  the 
same  design  as  the  taper  tap.  The  bottoming  tap 


3-25 


by  the  tapered  teeth,  it  is  always  advisable  to  begin 
the  tapping  operation  with  the  taper,  or  starting 
tap.  If  the  hole  being  tapped  goes  all  the  way 
through  the  material,  the  taper  tap  is  usually  the 
only  one  required.  If  the  hole  is  a  blind  one,  or 
does  not  go  all  the  way  through  the  material,  all 
three  taps  will  be  required.  The  taper  tap  will  be 
used  first,  followed  by  the  plug  tap,  and  the  final 
pass  will  be  made  with  the  bottoming  tap. 

Standard  Sizes  and  Designations. — The  size 
of  a  tap  is  marked  on  the  shank  or  the  smooth 
area  between  the  teeth  and  the  square  on  the  end. 
The  numbers  and  letters  always  follow  the  same 
pattern  and  are  simple  to  understand.  As  an 
example,  the  marking  3/8  -  16  NC  (fig.  3-36) 
means  that  the  diameter  of  the  tap  is  3/8  inch  and 
that  it  has  16  threads  per  inch.  The  NC  is  a  sym- 
bol indicating  the  thread  series.  In  this  case,  the 
NC  stands  for  the  American  National  Coarse 
Thread  Series. 

Some  additional  common  thread  series 
symbols  are  NF,  American  National  Fine;  NS, 
American  National  Special;  NEF,  American 
National  Extra  Fine;  and  NPT,  American 
National  Standard  Tapered  pipe.  A  "U"  placed 
in  front  of  one  of  these  symbols  indicates  the 
UNIFIED  THREAD  SYSTEM,  a  system  that  has 
the  same  basic  form  as  the  American  National  and 
is  interchangeable  with  it,  differing  mainly  in 
tolerance  or  clearance.  These  thread  systems  will 
be  covered  in  more  detail  in  chapter  9.  If  an  LH 
appears  on  the  marking  after  the  thread  series 
symbols,  the  tap  is  left-handed. 

The  next  group  of  markings  usually  found  on 
taps  refers  to  the  method  of  producing  the  threads 
on  the  tap  and  the  tolerance  of  the  tap.  As  an 
example,  in  the  marking  G  H4  (fig.  3-36)  the  G 
indicates  that  the  threads  were  ground  on  the  tap. 
The  greatest  majority  of  the  taps  manufactured 
today  are  ground.  The  next  symbol,  H4,  refers 
to  the  tolerance  of  the  tap.  The  H  means  that  the 
tap  has  a  pitch  diameter  that  is  above  (HIGH)  the 
basic  pitch  diameter  for  that  size  tap.  An  L  means 
that  the  pitch  diameter  is  under  (LOW)  the  basic 
pitch  diameter  for  that  size  tap.  The  number 
following  the  H  or  L  indicates  the  amount  of 
tolerance  in  increments  of  0.0005  inch.  In  the 
example  H4,  the  pitch  diameter  is  a  maximum  of 
0.002  inch  (4  x  0.0005)  above  the  basic  pitch 
diameter.  In  the  case  of  an  L,  the  amount  is  under 
the  basic  pitch  diameter.  A  number  of  1  through 
10  can  be  found  on  taps.  This  tolerance  limit 


classes  will  be  covered  later  in  this  manual. 

The  only  difference  in  the  size  and  designation 
markings  for  taps  that  will  probably  be  found  in 
Navy  machine  shops  is  in  machine  screw  diameter 
taps,  or  numbered  taps,  as  they  are  often  called 
in  the  shop.  Instead  of  the  diameter  being 
represented  by  a  fraction,  a  number  of  0  through 
14  is  used.  You  can  easily  convert  these  numbers 
to  a  decimal  equivalent  by  remembering  that  the 
number  0  tap  has  a  diameter  of  0.060  inch  and 
each  tap  number  after  that  increases  in  diameter 
by  0.013  inch.  As  an  example: 

Size  0  =  0.060  inch  dia. 

Size  3  =  0.099  inch  dia.  [0.060  +  3  x  0.013] 

Size  14  =  0.242  inch  dia.  [0.060  +  14  x  0.0131 

A  typical  marking  on  a  tap  might  be  10.24  UNC, 
indicating  a  diameter  of  0.190  inch,  24  threads 
per  inch,  and  a  Unified  National  Coarse  thread 
series. 

Tapping  Operations.— The  first  step  in  any 
successful  tapping  operation  is  the  selection  of  the 
correct  size  tap  with  sharp,  unbroken  cutting  edges 
on  the  teeth.  A  dull  tap  will  require  excessive  force 
to  produce  the  threads  and  increases  greatly  the 
chance  of  the  tap  breaking  and  damaging  the  part 
being  tapped.  A  dull  tap  can  also  produce  ragged, 
torn  and  undersize  threads,  leading  to  a  damaged 
part. 

The  tap  drill  or  the  size  of  the  hole  that  is  made 
for  the  tap  is  very  important  if  the  correct  fit  is 
to  be  obtained.  If  a  hole  were  to  be  drilled  equal 
in  size  to  the  minor,  or  smallest,  diameter  of  the 
tap,  a  100%  thread  height  would  result.  To  tap 
a  hole  this  size  would  require  excessive  pressure 
and  breakage  could  occur,  especially  with  a  small 
tap  or  a  material  that  is  hard.  Unless  a  blueprint 
or  other  design  references  indicate  differently,  a 
15%  thread  height  is  usually  considered  adequate 
and  is  actually  only  about  5%  less  in  terms  of 
strength  or  holding  power  than  a  100%  thread 
height.  In  some  of  the  less  critical  jobs,  it  is 
possible  to  have  a  60%  thread  height  without  a 
significant  loss  in  strength. 

There  are  two  simple  formulas  that  you  may 
use  to  calculate  the  tap  drill  size  for  any  size  tap. 
The  simplest  and  the  one  most  often  used  will 
produce  a  thread  height  of  approximately  75%. 


3-26 


(DS  =  TD  -  ).  As  an  example,  the  drill 
size  for  a  1/4  -  20  NC  tap  is  required  as  follows: 

Step  1:  DS=  1/4  -  1/20 
Step  2:  DS  =  0.250  -  0.050 
Step  3:  DS  =  0.200  in. 

The  nearest  standard  size  drill  would  then  be 
selected  to  make  the  hole.  In  this  case,  a  number 

8  drill  has  a  diameter  of  0. 199  inch  and  a  number 
7  drill  has  a  diameter  of  0.201  inch.  Unless  the 
size  differences  are  very  great,  it  is  more  effective 
to  select  the  larger  drill  size  or  the  number  7  drill 
for  this  tap. 

The  second  formula,  although  slightly  more 
difficult,  allows  for  a  selection  of  the  desired 
percentage  of  thread  height.  To  use  it,  you  must 
know  the  straight  depth  of  the  thread.  You  can 
obtain  this  data  from  various  charts  in  handbooks 
for  machinists  or  by  using  the  formulas  in  chapter 

9  of  this  manual.   It  is  as  follows:   DRILL 
SIZE  =  TAP    DIAMETER    MINUS    THE 
DESIRED    PERCENTAGE    OF    THREAD 
HEIGHT  TIMES  TWICE  THE  STRAIGHT 
DEPTH.  As  an  example,  if  60%  thread  height 
is  desired  for  a  1/4  -  20  NC  tap,  the  drill  size  is 
figured  as  follows: 

Step  1:  DS  =  1/4  -  .60  x  2(0.032) 
Step  2:  DS  =  0.250  -  .60  x  0.064 
Step  3:  DS  =  0.250  -  0.038 
Step  4:  DS  =  0.212  in. 

The  nearest  standard  size  drill  to  0.212  inch  is  a 
number  3  drill  which  has  a  diameter  of  0.213  inch. 
A  word  of  caution  about  drilling  holes  for  tapping 
is  important  at  this  point.  Even  if  the  drill  is 
ground  perfectly,  the  part  is  rigidly  clamped  and 
the  drilling  machine  has  no  looseness,  the  drilled 
hole  can  be  expected  to  be  oversized.  In  the  case 
of  the  number  7  and  the  number  3  drills  selected 
in  the  two  examples  given,  the  drilled  holes  will 
probably  be  approximately  0.003  to  0.004  inch 
oversize.  You  should  consider  this  in  planning  the 
operation.  Additional  information  on  drilling 
holes  is  in  chapter  5. 


and  shape.  You  MUST  be  sure  that  the  part  can- 
not vibrate  loose  and  be  thrown  out  of  the  vise 
or  off  of  the  drill  press  table.  When  a  twist  drill 
driven  by  a  geared  motor  digs  in  or  binds  in  a  part, 
a  great  amount  of  force  is  exerted  against  the  part. 
You  could  lose  a  finger  or  hand,  break  a  leg,  or 
worse  if  this  happens.  It  is  best  to  start  the  drilling 
operation  with  a  small  drill  or  a  center  drill 
(described  later  in  this  manual)  by  aligning  the 
drill  point  as  close  as  possible  to  the  center  punch 
mark  you  made  to  locate  the  center  of  the  hole. 
When  you  have  done  this,  insert  the  tap  drill 
into  the  drilling  machine  or  drill  press  and  drill 
the  hole.  If  the  hole  is  very  large,  use  a  drill  several 
sizes  below  the  tap  drill  size  to  prevent  an  out- 
of-round  or  excessively  oversized  hole.  Do  NOT 
move  the  part  when  you  make  the  various  tool 
changes. 

The  hole  is  now  ready  to  be  tapped.  Some  taps 
have  a  center  hole  in  the  shank  that  will  fit  over 
the  point  of  a  center.  If  this  is  the  case  and  the 
setup  will  allow  it,  place  a  center  in  the  drill  press 
without  moving  the  part;  place  a  tap  wrench  over 
the  square  shank,  turn  the  center  into  the  center 
hole  on  the  tap  wrench  over  the  square  shank,  (fig. 
3-37)  and  slowly  turn  the  tap  while  applying  a 


CHUCK 


CENTER 


WORK 


TAPPING    WORK    IN 
A  DRILL  PRESS 


TAP 


SQUARE 


WORK 


CHECKING  TAP 
WITH   A  SQUARE 


Figure  3-37.— Starting  a  tap. 


3-27 


slight  downward  pressure  on  the  center  to  help 
guide  the  tap.  If  a  center  cannot  be  used,  align 
the  tap  as  close  as  possible  by  eye  and  make  2  or 
3  turns  with  the  tap  handle.  Remove  the  tap 
handle  and  place  a  good  square  on  the  surface 
of  the  part  (if  the  part  is  machined  flat)  and  bring 
the  square  into  contact  with  one  set  of  teeth.  Do 
the  same  check  on  the  next  set  of  teeth  in  either 
direction  around  the  tap  (fig.  3-37).  If  the  tap  is 
not  perpendicular  or  square  with  the  surface  at 
both  points,  back  it  out  and  start  over.  When  the 
tap  is  square,  begin  turning  the  tap  wrench  slowly. 
After  making  two  or  three  turns,  turn  the  tap 
backwards  to  break  the  chips  and  help  clear  them 
from  the  path  of  the  tap.  Proceed  with  this  until 
the  tap  bottoms  out;  then  place  the  next  tap  in 
the  set  in  the  hole  and  repeat  the  tapping 
procedure.  If  the  hole  is  blind,  remove  the  taps 
often  to  clear  the  chips  from  the  bottom. 

It  is  often  necessary  to  remove  burrs  from 
around  a  hole  that  has  been  tapped.  Do  this  with 
a  file,  by  slowly  hand-spinning  a  larger  twist  drill 
in  the  hole,  or  by  using  a  countersink. 

A  cutting  oil  should  be  used  in  most  tapping 
operations.  There  are  several  commercial  products 
available  that  greatly  enhance  the  quality  of  thread 
produced.  A  heavy  cutting  oil  with  either  a  sulfur, 
mineral  oil  or  lard  oil  base  is  available  in  the 
supply  system.  If  no  other  cutting  oil  is  available, 
a  heavy  mixture  of  soluble  oil  is  acceptable. 

DIES. — Hand  threading  dies  come  in  various 
styles,  including  unadjustable  solid  square  and 
round  shaped  dies  and  adjustable  single  and  two- 
piece  dies.  The  most  common  die  used  in  Navy 
machine  shops  is  the  adjustable  single  piece  or 
round  split  die  (fig.  3-38).  The  adjustable  round 
split  die  is  a  round  disk-shaped  tool  which  has 
internal  threads  and  usually  four  holes  or  flutes 
that  interrupt  the  threads  and  present  four  sets 
of  cutting  edges.  The  die  has  a  groove  cut 
completely  through  one  side  and  a  setscrew  to 
allow  for  a  small  amount  of  expansion  and 
contraction  of  the  die.  This  feature  permits  an 
adjustment  for  taking  a  rough  and  a  finish  cut 
on  particularly  hard  or  tough  metals  and  also 
allows  for  slight  adjustments  to  obtain  a  close  fit 
with  a  mated  nut  or  other  internally  threaded  part. 
There  is  a  difference  in  the  two  sides  of  the  die — 
the  starting  side  has  about  3  full  threads  tapered 
and  the  trailing  side  has  about  1  thread  tapered. 
To  prevent  damage  to  the  die  and  the  threads 
being  cut,  the  die  should  always  be  started  with 
the  greatest  taper  leading.  The  die  is  held  in  a 
diestock  (fig.  3-38),  a  tool  which  has  a  circular 


ADJUSTING 
SCREW 

ROUND   SPLIT   DIE 
A 


LOCKING 
HOLE 


THREE   SCREW  DIESTOCK 

B 
Figure  3-38.—  Die  and  diestock. 


recess  to  hold  the  die  and  three  setscrews  that  fit 
into  small  indentations  in  the  outside  diameter  of 
the  die. 

The  size  of  a  die  is  usually  marked  on  the  trail- 
ing face  (the  side  that  is  up  during  threading)  and 
follows  the  same  format  as  a  tap.  A  die  marked 
5/8-11  NC  will  cut  a  thread  that  has  a 
5/8-inch  diameter  and  11  American  National 
Coarse  threads  per  inch.  The  G,  H,  L,  and 
associated  numbers  found  on  a  tap  are  not 
normally  marked  on  a  die  because  they  represent 
a  fixed  tolerance  and  the  die  is  adjustable. 

The  steps  involved  in  threading  a  part  with  a 
die  are  similar  to  those  for  a  tap.  The  part  to  be 
threaded  should  have  a  chamfer  ground  or  cut  on 
the  end  to  help  in  starting  the  die  squarely  with 
the  part.  Select  the  correct  die  and  insert  it  in  the 
diestock  with  the  longest  tapered  side  opposite  the 
square  shoulder.  Apply  cutting  oil  and  place  the 
die  over  the  part  by  grasping  the  diestock  in  the 
middle  with  one  hand.  Turn  the  die  several  turns, 
then  look  carefully  at  the  die  and  the  part  to 
ensure  that  they  are  square  to  one  another. 
Threads  that  are  deeper  on  one  side  than  the  other 
indicate  a  misaligned  die.  Turn  the  die  about  three 


3-28 


LIUI/CIUO,   J.  1>1JUI_F  V 


it  from  the  part  and  check  the  fit  with  the  part 
that  will  mate  with  it.  Make  any  adjustments 
necessary  at  this  time.  Replace  the  die  on  the  part 
and  continue  threading  until  you  reach  the  desired 
thread  length.  If  you  are  cutting  the  threads  to 
a  shoulder,  you  may  turn  the  die  over  and  cut  the 
last  2  or  3  threads  with  the  short  tapered  side. 

Removing  Broken  Taps 

Removing  a  broken  tap  is  usually  a  difficult 
operation  and  requires  slow,  deliberate  actions  to 
remove  it  successfully  without  damaging  the  part 
involved.  There  is  no  single  method  that  you  can 
use  in  all  the  different  circumstances  you  may 
experience.  The  following  information  describes 
briefly  some  of  the  methods  that  have  proven  to 
be  effective.  You  will  need  to  evaluate  the 
particular  problem  and  attempt  removal  with  the 
method  that  will  work  best. 

A  tap  that  has  broken  and  has  at  least  1/4  inch 
left  protruding  above  the  part  can  sometimes  be 
grasped  by  locking  pliers  and  removed.  Use  a 
scribe  first  to  remove  as  many  as  of  the  chips  as 
possible  from  the  hole  and  the  flutes  of  the  tap. 
Do  not  use  compressed  air  to  remove  the  chips 
because  there  is  always  a  chance  that  a  small  chip 
will  be  blown  into  either  your  eyes  or  someone's 
nearby.  Apply  penetrating  oil  around  the  threads 
if  possible.  Use  a  small  hand  grinder  to  shape  the 
end  of  the  tap  to  provide  a  good  grip  for  the 
locking  pliers.  If  they  are  permitted  to  slip  on  the 
tap,  additional  fragments  will  probably  break 
away,  giving  you  less  surface  to  grasp.  Apply  a 
slow,  even  force.  Excessive  force  or  jerky 
movements  will  cause  more  damage.  You  may 
need  to  carefully  rock  or  reverse  the  direction  in 
which  you  are  turning  the  tap  in  order  to  free  it. 
This  is  especially  true  in  beginning  the  removal. 
Use  a  lubricant  once  you  have  loosened  the  tap 
in  the  hole.  When  you  have  removed  the  tap, 
examine  the  hole  and  threads  closely  to  ensure  that 
no  fragments  of  the  tap  or  jagged  threads  remain 
to  cause  problems  when  you  use  another  tap  to 
finish  or  clean  up  the  threads. 

Another  method  is  to  use  a  punch  and  apply 
sharp  blows  to  the  broken  tap.  You  will  probably 
use  this  method  when  the  tap  is  broken  below  the 
surface  of  the  part.  Always  wear  safety  goggles 
and  a  face  shield  to  protect  your  face  and  eyes 
from  flying  fragments.  Do  not  allow  anyone  to 
stand  near  you  while  you  do  this  type  of 


\Ji      LJ.ll'      U«.j-/«      ^  1.J     JTV/U     Wi  WtlJV     U.     1 J.  tig, All Will'     V/i      LJ.1V      bU£/ 

away,  remove  it  from  the  hole.  This  method  will 
probably  cause  serious  damage  to  the  threaded 
hole  when  the  punch  strikes  the  threads,  or  an 
oversized  condition  can  result  from  forcing  the 
tap  around  in  the  hole.  You  should  be  sure  that 
there  is  an  approved  method  of  repair  or 
modification  of  the  threaded  hole  before  under- 
taking this  method  of  removal. 

It  is  sometimes  possible  to  weld  a  stud  to  the 
top  of  a  tap  that  is  broken  off  below  the  surface. 
The  tap  diameter  must  be  large  enough  for  inser- 
tion of  both  the  stud  and  the  welding  rod  into  the 
hole  without  running  the  risk  of  having  the 
welding  rod  touch  or  splatter  the  threads.  There 
are  materials  that  can  be  used  to  help  protect  the 
threads.  Unless  you  are  an  accomplished  welder, 
do  not  attempt  this  job.  Request  the  assistance 
of  a  Hull  Maintenance  Technician  (HT).  After  the 
stud  is  welded  to  the  tap,  you  can  apply  a  more 
even  pressure  in  removing  the  tap  if  you  grind  a 
square  on  the  top  of  the  stud  so  that  you  can  use 
a  tap  wrench.  The  heat  generated  by  the  welding 
process  could  have  expanded  the  tap  slightly  so 
that  when  it  cooled  and  contracted,  it  may  have 
loosened  slightly.  On  the  other  hand,  the  tap  may 
bind  even  more  and  the  structure  and  condition 
of  the  surrounding  metal  may  have  changed. 

If  the  tap  is  broken  off  below  the  surface  of 
the  part,  you  can  use  a  tool  called  a  tap  extractor 
(fig.  3-39)  to  remove  it.  You  should  try  this 
method  first  as  it  does  no  damage  to  the  threads. 
Tap  extractors  are  available  for  each  of  the 
standard  diameter  taps  over  about  3/16  inch.  As 
you  see  in  figure  3-38,  the  tap  extractor  has  a 
square  end  for  using  a  tap  wrench  and  sliding 
prongs  or  fingers  that  fit  into  each  of  the  flutes 
on  the  tap.  The  upper  collar  is  secured  in  place 
by  setscrews  while  the  bottom  collar  is  free  to 
move.  Position  the  bottom  collar  as  close  as 


BROKEN 
/TAP 


SLIDING 
PRONG 


UPPER 
COLLAR 


SQUARE 
SHANK 


Figure  3-39.— Tap  extractor. 


3-29 


possible  to  the  top  of  the  hole  to  prevent  the 
sliding  prongs  from  twisting.  The  best  results  are 
obtained  from  this  tool  when  the  sliding  prongs 
have  a  minimum  amount  of  unsupported  length 
exposed.  Apply  a  slow,  even  pressure  to  the  tap 
wench  in  removing  the  tap. 

In  all  of  the  methods  listed,  remove  all  chips 
prior  to  beginning  the  removal  process.  There  are 
several  methods  for  helping  to  free  the  tap  that 
you  can  use  with  any  of  the  removal  methods  if 
the  particular  situation  lends  itself  to  their  use. 
As  previously  mentioned,  you  can  apply 
penetrating  oil  around  the  threads.  You  can  also 
apply  a  controlled  heat  to  the  area  surrounding 
the  tap  to  cause  expansion.  Be  very  careful  to  limit 
the  heat  so  the  tap  does  not  begin  to  expand  also. 
Since  most  taps  are  made  from  high-speed  steel, 
this  probably  will  not  occur,  but  do  not  overlook 
the  possibility.  You  must  also  consider  damage 
to  the  part  from  heat.  If  the  part  is  very  big  and 
has  a  large  mass  of  metal  in  the  immediate  area, 
the  heat  will  carry  to  the  surrounding  area  rapidly, 
preventing  adequate  heat  and  expansion  where  it 
is  needed. 

Another  method,  one  that  you  must  conduct 
under  strict  safety  conditions,  is  to  apply  a 
solution  of  1  part  nitric  acid  and  5  parts  water 
to  the  threaded  hole.  The  nitric  acid  solution  will 
gradually  eat  away  some  of  the  surface  metal  and 
loosen  the  tap.  After  the  acid  solution  has  worked 
for  a  little  while,  pour  it  out  and  rinse  the  part 
thoroughly.  This  method  is  effective  primarily  on 
steel  parts.  When  you  mix  the  acid  solution  add 
the  acid  to  the  premeasured  amount  of  water.  The 
procedure  of  adding  the  acid  to  the  water  is  a 
safety  measure  because  some  acids  react  violently 
when  water  is  added  to  them.  You  should  wear 
chemically  resistant  goggles,  a  face  shield,  rubber 
or  plastic  gloves,  and  an  apron.  Nitric  acid  can 
damage  your  eyes,  burn  your  skin,  and  eat  holes 
in  your  clothes.  If  any  acid  gets  on  your  skin, 
immediately  flush  the  skin  with  water  for  at  least 
15  minutes  and  seek  medical  attention.  You  will 
use  nitric  acid  often  in  identifying  metals.  You 
should  treat  each  occasion  as  seriously  as  the  first, 
strictly  observing  every  safety  precaution. 

There  is  one  other  method  for  removing 
broken  taps  that  is  used  primarily  on  tenders, 
repair  ships,  and  shore  based  repair  activities.  It 
involves  the  use  of  a  special  machine  (metal 
disintegrator),  electrodes,  and  a  coolant.  Any 
metal  that  will  conduct  electricity  can  be  worked 
with  this  machine.  The  action  of  the  electrode  and 
the  coolant  combined  create  a  hole  through  the 
part  that  is  equal  in  size  to  the  diameter  of  the 


electrode.  There  are  portable  models  available; 
however,  most  models  either  have  their  own 
cabinet  or  they  are  used  in  a  drill  press.  Detailed 
information  on  this  method  can  be  found  later 
in  this  manual. 

Classes  of  Fit 

The  following  information  concerns  plain 
cylindrical  parts  such  as  sleeves,  bearings,  pump 
wearing  rings  and  other  nonthreaded  round  parts 
that  fit  together.  Fit  is  defined  as  the  amount  of 
tightness  or  looseness  between  two  mating  parts 
when  certain  allowances  are  designed  into  them. 
As  defined  earlier  in  this  chapter,  an  allowance 
is  the  total  difference  between  the  size  of  a  shaft 
and  the  hole  in  the  part  that  fits  over  it.  The 
resulting  fit  can  be  a  clearance  (loose)  fit  or 
interference  (tight)  fit,  or  a  transitional 
(somewhere  between  loose  and  tight)  fit.  These 
three  general  types  of  fit  are  further  divided  into 
classes  of  fit,  with  each  class  having  a  different 
allowance  based  on  the  intended  use  or  function 
of  the  parts  involved.  A  brief  description  of  each 
type  fit  will  be  given  in  the  following  paragraphs. 
Any  good  handbook  for  machinists  has  complete 
charts  with  detailed  information  on  each  class  of 
fit.  The  majority  of  equipment  repaired  in  Navy 
machine  shops  will  have  the  dimensional  sizes  and 
allowances  already  specified  in  either  the 
manufacturer's  technical  manual,  NAVSHIPS* 
Technical  Manual,  or  the  appropriate  Preventive 
Maintenance  System  Maintenance  Requirement 
Card,  which  is  the  priority  reference  on 
maintenance  matters. 

CLEARANCE  FITS.— Clearance  fits,  or 
running  and  sliding  fits  as  they  are  often  called, 
provide  a  varying  degree  of  clearance  (looseness) 
depending  on  which  one  of  the  nine  classes  is 
selected.  The  classes  of  fit  range  from  class  1  (close 
sliding  fit),  which  permits  a  clearance  allowance 
of  from  +0.0004  to  +0.0012  inch  on  mating  parts 
with  a  2.500  inch  basic  diameter,  to  class  9  (loose 
running  fit),  which  permits  a  clearance  allowance 
of  from  +0.009  to  +0.0205  inch  on  the  same  parts. 
Even  for  a  basic  diameter,  the  small  (2.500  inch) 
clearance  allowance  from  a  class  1  minimum  to 
a  class  9  maximum  differs  by  +0.0201  inch.  As 
the  basic  diameter  increases,  the  allowance 
increases.  Although  the  class  of  fit  may  not  be 
specified  on  a  blueprint,  the  dimensions  given  for 
the  mating  parts  are  based  on  the  service 
performed  by  the  parts  and  the  specific  conditions 
under  which  they  operate.  Some  parts  that  fall 


ing  rings  (loose  removal). 


other  part. 


TRANSITIONAL  FITS.— Transitional  fits 
are  subdivided  into  three  types  known  as  loca- 
tional  clearances,  locational  transition  and  loca- 
tional  interference  fits.  Each  of  these  three 
subdivisions  contains  different  classes  of  fit  which 
provide  either  a  clearance  or  an  interference 
allowance,  depending  on  the  intended  use  and 
class.  All  of  the  classes  of  fit  in  the  transitional 
category  are  primarily  intended  for  the  assembly 
and  disassembly  of  stationary  parts.  Stationary 
in  this  sense  means  that  the  parts  will  not  rotate 
against  each  other  although  they  may  rotate 
together  as  part  of  a  larger  assembly.  The 
allowances  used  as  examples  in  the  following 
descriptions  of  the  various  fits  represent  the  sum 
of  the  tolerances  of  the  external  and  internal  parts. 
To  achieve  maximum  standardization  and  to 
permit  common  size  reamers  and  other  fixed  sized 
boring  tools  to  be  used  as  much  as  possible,  it  is 
best  to  use  the  unilateral  tolerance  method 
previously  explained  and  consult  one  of  the  class 
of  fit  charts  in  a  handbook  for  machinists. 

Locational  clearance  fits  are  broken  down  into 
1 1  different  classes  of  fit.  The  same  basic  diameter 
with  a  class  1  fit  ranges  from  a  zero  allowance 
to  a  clearance  allowance  of  +0.0012  inch,  while 
a  class  1 1  fit  ranges  from  a  clearance  allowance 
of  +0.014  to  +0.050  inch.  The  nearer  a  part  is  to 
a  class  1  fit,  the  more  accurately  it  can  be  installed 
without  the  use  of  force. 

Locational  transition  fits  have  six  different 
classes  providing  either  a  small  amount  of  clear- 
ance or  an  interference  allowance,  depending  on 
the  class  of  fit  selected.  The  2.500-inch  basic 
diameter  in  a  class  1  fit  ranges  from  an  interference 
allowance  of  -0.0003  inch  to  a  clearance 
allowance  of  +0.0015  inch  while  a  class  6  fit 
ranges  from  an  interference  allowance  of  —  0.002 
inch  to  a  clearance  allowance  of  +0.0004  inch.  The 
interference  allowance  fits  may  require  a  very  light 
pressure  to  assemble  or  disassemble  the  parts. 

Locational  interference  fits  are  divided  into 
five  different  classes  of  fit,  all  of  which  provide 
an  interference  allowance  of  varying  amounts.  A 
class  1  fit  for  a  2.500-inch  basic  diameter  ranges 
from  an  interference  allowance  of  -0.0001  to 
-0.0013  inch,  while  a  class  5  fit  ranges  from  an 
interference  allowance  of  from  -0.0004  to 
-  0.00023  inch.  These  classes  of  fits  are  used  when 
parts  must  be  located  very  accurately  while  main- 
taining alignment  and  rigidity.  They  are  not 


INTERFERENCE  FITS.— There  are  five 
classes  of  fit  within  the  interference  type.  They 
are  all  fits  that  require  force  to  assemble  or 
disassemble  parts.  These  fits  are  often  called  force 
fits  and  in  certain  classes  of  fit  they  are  referred 
to  as  shrink  fits.  Using  the  same  basic  diameter 
as  an  example,  the  class  1  fit  ranges  from  an 
interference  allowance  of  -0.0006  to  -0.0018 
inch  and  a  class  5  fit  ranges  from  an  interference 
allowance  of  -  0.0032  to  -  0.0062  inch.  The  class 
5  fit  is  normally  considered  to  be  a  shrink  fit  class 
because  of  the  large  amounts  of  interference 
allowance  required. 

A  shrink  fit  requires  that  the  part  with  the 
external  diameter  be  chilled  or  that  the  part  with 
the  internal  diameter  be  heated.  You  can  chill  a 
part  by  placing  it  in  a  freezer,  packing  it  in  dry 
ice,  spraying  it  with  CO2  (do  not  use  a  CO2  bottle 
from  a  fire  station)  or  by  submerging  it  in  liquid 
nitrogen.  All  of  these  methods  except  the  freezer 
are  potentially  dangerous,  especially  the  liquid 
nitrogen,  and  should  NOT  be  used  until  all 
applicable  safety  precautions  have  been  reviewed 
and  implemented.  When  a  part  is  chilled,  it 
actually  shrinks  a  certain  amount  depending  on 
the  type  of  material,  design,  chilling  medium,  and 
length  of  time  of  exposure  to  the  chilling  medium. 
You  can  heat  a  part  by  using  an  oxyacetylene 
torch,  a  heat-treating  oven,  electrical  strip  heaters 
or  by  submerging  it  in  a  heated  liquid.  As  with 
chilling,  all  applicable  safety  precautions  must  be 
observed.  When  a  part  is  heated,  it  expands, 
allowing  easier  assembly.  All  materials  expand  a 
different  amount  per  degree  of  temperature 
increased.  This  is  called  the  coefficient  of 
expansion  of  a  metal.  Most  handbooks  for 
machinists  include  a  chart  of  the  factors  and 
explain  their  use.  It  is  important  that  you  calculate 
this  information  to  determine  the  maximum 
temperature  increase  required  to  expand  the  part 
the  amount  of  the  shrinkage  allowance  plus 
enough  clearance  to  allow  assembly.  Overheating 
a  part  can  cause  permanent  damage  and  produce 
so  much  expansion  that  assembly  becomes 
difficult. 

A  general  rule  of  thumb  for  determining  the 
amount  of  interference  allowance  on  parts  requir- 
ing a  force  or  shrink  fit  is  to  allow  approximately 
0.0015  inch  per  inch  of  diameter  of  the  internally 
bored  part.  There  are  many  variables  that  will 
prohibit  the  use  of  this  general  rule.  The  amount 


3-31 


of  interference  allowance  recommended  decreases 
as  the  diameter  of  the  part  increases.  The 
dimensional  difference  between  the  inside  and 
outside  diameter  (wall  thickness)  also  has  an 
effect  on  the  interference  allowance.  A  part  that 
has  large  inside  and  outside  diameters  and  a 
relatively  thin  wall  thickness  will  split  if  installed 
with  an  excessive  interference  allowance.  You 
must  consider  all  of  these  variables  before  you 
select  a  fit  when  there  are  no  blueprints  or  other 
dimensional  references  available. 


Hydraulic  and  Arbor  Presses 

Hydraulic  and  arbor  presses  are  used  in  many 
Navy  machine  shops.  They  are  used  to  force 
broaches  through  parts,  assemble  and  disassemble 
equipment  with  force  fitted  parts,  and  many  other 
shop  projects. 

Arbor  presses  are  usually  bench  mounted  with 
a  gear  and  gear  rack  arrangement.  They  are  used 
for  light  pressing  jobs,  such  as  pressing  arbors  or 
mandrels  into  a  part  for  machining  or  forcing  a 
small  broach  through  a  part. 

Hydraulic  presses  can  be  either  vertical  or 
horizontal,  although  the  vertical  design  is 
probably  more  common  and  versatile.  The 
pressure  that  a  hydraulic  press  can  generate  ranges 
from  about  10  to  100  tons  in  most  of  the  Navy 
machine  shops.  The  pressure  can  be  exerted 
by  either  a  manually  operated  pump  or  an  electro- 
hydraulic  pump. 

Regardless  of  the  type  of  press  equipment  you 
use,  be  sure  to  operate  it  correctly.  The  only  way 
you  can  determine  the  amount  of  pressure  a 
hydraulic  press  exerts  is  by  watching  the  pressure 
gauge.  A  part  being  pressed  can  reach  the  break- 
ing point  without  any  visible  indication  that  too 
much  pressure  is  being  applied.  When  using  the 
press,  you  must  consider  the  interference 
allowance  between  mating  parts;  corrosion  and 
marred  edges;  and  overlooked  fastening  devices, 
such  as  pins,  setscrews,  and  retainer  rings. 

To  prevent  damage  to  the  work,  observe  the 
following  precautions  whenever  you  use  a 
hydraulic  press: 

•  Ensure   that   the   work    is    adequately 
supported. 

•  Place  the  ram  in  contact  with  the  work  by 
hand,  so  that  the  work  is  positioned  accurately 
in  alignment  with  the  ram. 


•  Use  a  piece  of  brass  or  other  material 
(preferably  slightly  softer  than  the  workpiece) 
between  the  face  of  the  ram  and  the  work  to 
prevent   mutilation    of   the  "surface   of   the 
workpiece. 

•  Watch  the  pressure  gauge.  You  cannot 
determine  the  pressure  exerted  by  "feel."  If  you 
begin  to  apply  excessive  pressure,  release  the 
pressure  and  double  check  the  work  to  find  the 
cause. 

•  When  pressing   parts   together,    use   a 
lubricant  between  the  mating  parts  to  prevent 
seizing. 

Information  concerning  the  pressure  required 
to  force  fit  two  mating  parts  together  is  available 
in  most  handbooks  for  machinists.  The  distance 
the  parts  must  be  pressed  directly  affects  the 
required  pressure,  and  increased  interference 
allowance  requires  greater  pressure.  As  a  guideline 
for  force-fitting  a  cylindrical  shaft,  the  maximum 
pressure,  in  tons,  should  not  exceed  7  to  10  times 
the  shaft's  diameter  in  inches. 

Oxyacetylene  Equipment 

As  a  Machinery  Repairman,  you  may  have  to 
use  an  oxyacetylene  torch  to  heat  parts  to  expand 
them  enough  to  permit  assembly  or  disassembly. 
Do  this  with  great  care,  and  only  with  proper 
supervision.  The  operation  of  the  oxyacetylene 
torch,  as  used  in  heating  parts  only,  is  explained 
in  this  chapter  along  with  safety  precautions  which 
you  must  observe  when  you  use  the  torch  and 
related  equipment. 

Oxyacetylene  equipment  consists  of  a  cylinder 
of  acetylene,  a  cylinder  of  oxygen,  two  regulators, 
two  lengths  of  hose  with  fittings,  a  welding  torch 
with  tips,  and  either  a  cutting  attachment  or  a 
separate  cutting  torch.  Accessories  include  a  spark 
lighter  to  light  the  torch;  an  apparatus  wrench  to 
fit  the  various  connections,  regulators,  cylinders, 
and  torches;  goggles  with  filter  lenses  for  eye 
protection;  and  gloves  for  protection  of  the  hands. 
Flame-resistant  clothing  is  worn  when  necessary. 

Acetylene  (chemical  formula  C2H2)  is  a  fuel 
gas  made  up  of  carbon  and  hydrogen.  When 
burned  with  oxygen,  acetylene  produces  a  very  hot 
flame  having  a  temperature  between  5700  °  and 
6300  °F.  Acetylene  gas  is  colorless,  but  has  a 
distinct,  easily  recognized  odor.  The  acetylene 
used  on  board  ship  is  usually  taken  from 
compressed  gas  cylinders. 


3-32 


burn  by  itself,  but  it  will  support  combustion 
when  combined  with  other  gases.  You  must  be 
extremely  careful  to  ensure  that  compressed 
oxygen  does  not  become  contaminated  with 
hydrogen  or  hydrocarbon  gases  or  liquids,  unless 
the  oxygen  is  controlled  by  such  means  as  the 
mixing  chamber  of  a  torch.  A  highly  explosive 
mixture  will  be  formed  if  uncontrolled  compressed 
oxygen  becomes  contaminated.  Oxygen  should 
NEVER  come  in  contact  with  oil  or  grease. 

The  gas  pressure  in  a  cylinder  must  be  reduced 
to  a  suitable  working  pressure  before  it  can  be 
used.  This  pressure  reduction  is  accomplished  by 
an  LC  REGULATOR  or  reducing  valve. 
Regulators  that  control  the  flow  of  gas  from  the 
cylinder  are  either  the  single-stage  or  the  double- 
stage  type.  Single-stage  regulators  reduce  the 
pressure  of  the  gas  in  one  step;  two-stage 
regulators  do  the  same  job  in  two  steps,  or  stages. 
Less  adjustment  is  generally  necessary  when  two- 
stage  regulators  are  used. 

The  hose  connected  between  the  torch  and  the 
regulators  is  strong,  nonporous,  and  sufficiently 
flexible  and  light  to  make  torch  movements  easy. 
The  hose  is  made  to  withstand  high,  internal 
pressures,  and  the  rubber  from  which  it  is  made 
is  specially  treated  to  remove  sulfur  to  avoid  the 
danger  of  spontaneous  combustion.  Welding  hose 
is  available  in  various  sizes,  depending  upon  the 
size  of  work  for  which  it  is  intended.  Hose  used 
for  light  work  has  a  3/16-  or  1/4-inch  inside 
diameter,  and  contains  one  or  two  plies  of 
fabric.  For  heavy  duty  welding  and  handcutting 
operations,  hose  with  an  inside  diameter  of  1/4 
or  5/16  inch  and  three  to  five  plies  of  fabric  is 
used.  Single  hose  comes  in  lengths  of  12  1/2  feet 
to  25  feet.  Some  manufacturers  make  a  double 
hose  which  conforms  to  the  same  general 
specifications.  The  hoses  used  for  acetylene  and 
oxygen  have  the  same  grade  but  differ  in  color 
and  have  different  types  of  threads  on  the  hose 
fittings.  The  oxygen  hose  is  GREEN  and  the 
acetylene  hose  is  RED.  The  oxygen  hose  has  right- 
hand  threads  and  the  acetylene  hose  has  left-hand 
threads  for  added  protection  against  switching  the 
hoses  during  connection. 

The  oxyacetylene  torch  is  used  to  mix  oxygen 
and  acetylene  gas  in  the  proper  proportions  and 
to  control  the  volume  of  these  gases  burned  at  the 
torch  tip.  Torches  have  two  needle  valves,  one  for 
adjusting  the  flow  of  oxygen  and  the  other  for 
adjusting  the  flow  of  acetylene.  In  addition,  they 
have  a  handle  (body),  two  tubes  (one  for  oxygen 


which  dissipates  heat  (less  than  60%  copper)  and 
are  available  in  different  sizes  to  handle  a  wide 
range  of  plate  thicknesses. 

Torch  tips  and  mixers  made  by  different 
manufacturers  differ  in  design.  Some  makes  of 
torches  have  an  individual  mixing  head  or  mixer 
for  each  size  of  tip.  Other  makes  have  only  one 
mixer  for  several  tip  sizes.  Tips  come  in  various 
types.  Some  are  one-piece,  hard  copper  tips. 
Others  are  two-piece  tips  that  include  an  extension 
tube  to  make  connection  between  the  tip  and  the 
mixing  head.  When  used  with  an  extension  tube, 
removable  tips  are  made  of  hard  copper,  brass, 
or  bronze.  Tip  sizes  are  designated  by  numbers, 
and  each  manufacturer  has  its  own  arrangement 
for  classifying  them.  Tips  have  different  hole 
diameters. 

No  matter  what  type  or  size  tip  you  select,  you 
must  keep  the  tip  clean.  Quite  often  the  orifice 
becomes  clogged.  When  this  happens,  the  flame 
will  not  burn  properly.  Inspect  the  tip  before  you 
use  it.  If  the  passage  is  obstructed,  you  can  clear 
it  with  wire  tip  cleaners  of  the  proper  diameter, 
or  with  soft  copper  wire.  Do  not  clean  tips  with 
machinist's  drills  or  other  sharp  instruments. 

Each  different  type  of  torch  and  tip  size 
requires  a  specific  working  pressure  to  operate 
properly  and  safely.  These  pressures  are  set  by 
adjusting  the  regular  gauges  to  the  setting 
prescribed  by  charts  provided  by  the  manufac- 
turer. 

PROCEDURE  FOR  SETTING  UP  OX- 
YACETYLENE EQUIPMENT.— Take  the 

following  steps  in  setting  up  oxyacetylene 
equipment: 

1.  Secure  the  cylinders  so  they  cannot  be 
upset.  Remove  the  protective  caps. 

2.  Crack  (open)  the  cylinder  valves  slightly  to 
blow  out  any  dirt  that  may  be  in  the  valves.  Close 
the  valves  and  wipe  the  connections  with  a  clean 
cloth. 

3.  Connect  the  acetylene  pressure  regulator  to 
the  acetylene  cylinder  and  the  oxygen  pressure 
regulator  to  the  oxygen  cylinder.   Using  the 
appropriate  wrench  provided  with  the  equipment 
tighten  the  connecting  nuts. 

4.  Connect  the  red  hose  to  the  acetylene 
regulator  and  the  green  hose  to  the  oxygen 
regulator.  Tighten  the  connecting  nuts  enough  to 
prevent  leakage. 


3-33 


5.  Turn  the  regulator  screws  out  until  you 
feel  little  or  no  resistance  then  open  the  cylinder 
valves  slowly.  Then  open  the  acetylene  valve  1/4 
to  1/2  turn.  This  will  allow  an  adequate  flow  of 
acetylene  and  the  valve  can  be  turned  off  quickly 
in  an  emergency.  (NEVER  open  the  acetylene 
cylinder  valve  more  than  11/2  turns.)  Open  the 
oxygen  cylinder  valve  all  the  way  to  eliminate 
leakage  around  the  stem.  (Oxygen  valves  are 
double  seated  or  have  diaphragms  to  prevent 
leakage  when  open.)  Read  the  high-pressure  gauge 
to  check  the  pressure  of  each  cylinder. 

6.  Blow  out  the  oxygen  hose  by  turning  the 
regulator  screw  in  and  then  back  out  again.  If  you 
need  to  blow  out  the  acetylene  hose,  do  it  ONLY 
in  a  well-ventilated  place  that  is  free  from  sparks, 
flames,  or  other  possible  sources  of  ignition. 

7.  Connect  the  hoses  to  the  torch.  Connect 
the  red  acetylene  hose  to  the  connection  gland  that 
has  the  needle  valve  marked  AC  or  ACET. 
Connect  the  green  oxygen  hose  to  the  connection 
gland  that  has  the  needle  valve  marked  OX.  Test 
all  hose  connections  for  leaks  by  turning  both 
regulator  screws  IN,  while  the  needle  valves  are 
closed.  Then  turn  the  regulator  screws  OUT,  and 
drain  the  hose  by  opening  the  needle  valves. 

8.  Adjust  the  tip— Screw  the  tip  into  the 
mixing  head  and  screw  the  mixing  head  onto  the 
torch  body.  Tighten  the  mixing  head/tip  assembly 
by  hand  and  adjust  the  tip  to  the  proper  angle. 
Secure  this  adjustment  by  tightening  the  assembly 
with  the  wrench  provided  with  the  torch. 

9.  Adjust  the  working  pressures — Adjust  the 
acetylene  pressure  by  turning  the  acetylene  gauge 
screw  to  the  right.  Adjust  the  acetylene  regulator 
to  the  required  working  pressure  for  the  particular 
tip  size.   (Acetylene  pressure  should  NEVER 
exceed  15  psig.) 

10.  Light  and  adjust  the  flame — Open  the 
acetylene  needle  valve  on  the  torch  and  light  the 
acetylene  with  a  spark  lighter.  Keep  your  hand 
out  of  the  way.  Adjust  the  acetylene  valve  until 
the  flame  just  leaves  the  tip  face.  Open  and 
adjust  the  oxygen  valve  until  you  get  the  proper 
neutral  flame.  Notice  that  the  pure  acetylene  flame 
which  just  leaves  the  tip  face  is  drawn  back  to  the 
tip  face  when  the  oxygen  is  turned  on. 

PROCEDURE  FOR  ADJUSTING  THE 
FLAME. — A  pure  acetylene  flame  is  long  and 
bushy  and  has  a  yellowish  color.  It  is  burned  by 
the  oxygen  in  the  air,  which  is  not  sufficient  to 
burn  the  acetylene  completely;  therefore,  the 
flame  is  smoky,  producing  a  soot  of  fine, 
unburned  carbon.  The  pure  acetylene  flame  is 


unsuitable  lor  use.  When  the  oxygen  valve  is 
opened,  the  mixed  gases  burn  in  contact  with  the 
tip  face.  The  flame  changes  to  a  bluish- white  color 
and  forms  a  bright  inner  cone  surrounded  by  an 
outer  flame  envelope.  The  inner  cone  develops  the 
high  temperature  required. 

The  type  of  flame  commonly  used  for  heating 
parts  is  a  neutral  flame.  The  neutral  flame  is 
produced  by  burning  one  part  of  oxygen  with  one 
part  of  acetylene.  The  bottled  oxygen,  together 
with  the  oxygen  in  the  air,  produces  complete 
combustion  of  the  acetylene.  The  luminous  white 
cone  is  well-defined  and  there  is  no  greenish  tinge 
of  acetylene  at  its  tip,  nor  is  there  an  excess  of 
oxygen.  A  neutral  flame  is  obtained  by  gradually 
opening  the  oxygen  valve  to  shorten  the  acetylene 
flame  until  a  clearly  defined  inner  luminous  cone 
is  visible.  This  is  the  correct  flame  to  use  for  many 
metals.  The  temperature  at  the  tip  of  the  inner 
cone  is  about  5900  °F,  while  at  the  extreme  end 
of  the  outer  cone  it  is  only  about  2300  °F.  This 
gives  you  a  chance  to  exercise  some  temperature 
control  by  moving  the  torch  closer  to  or  farther 
from  the  work. 

EXTINGUISHING  THE  OXYACETYLENE 
FLAME.— To  extinguish  the  oxy acetylene  flame 
and  to  secure  equipment  after  completing  a  job, 
or  when  work  is  to  be  interrupted  temporarily, 
you  should  take  the  following  steps: 

1.  Close  the  acetylene  needle  valve  first;  this 
extinguishes  the  flame  and  prevents  flashback. 
(Flashback  is  discussed  later.)  Then  close  the 
oxygen  needle  valve. 

2.  Close  both   the   oxygen   and   acetylene 
cylinder  valves.  Leave  the  oxygen  and  acetylene 
regulators  open  temporarily. 

3.  Open  the  acetylene  needle  valve  on  the 
torch  and  allow  gas  in  the  hose  to  escape  for  5 
to  15  seconds.  Do  NOT  allow  gas  to  escape  into 
a   small   or   closed   compartment.    Close   the 
acetylene  needle  valve. 

4.  Open  the  oxygen  needle  valve  on  the  torch. 
Allow  gas  in  the  hose  to  escape  for  5  to  15 
seconds.  Close  the  valve. 

5.  Close  both  oxygen  and  acetylene  cylinder 
regulators  by  backing  out  the  adjusting  screws 
until  they  are  loose. 

Follow  the  above  procedure  whenever  your 
work  will  be  interrupted  for  an  indefinite  period. 
If  your  work  is  to  stop  for  only  a  few  minutes, 
securing  the  cylinder  valves  and  draining  the  hoses 
is  not  necessary.  However,  for  any  indefinite  work 


in  areas  other  than  the  shop,  it  is  a  good  idea  to 
remove  the  pressure  regulators  and  the  torch  from 
the  system  and  to  double  check  the  cylinder  valves 
to  make  sure  that  they  are  closed  securely. 

SAFETY:  OXYACETYLENE 
EQUIPMENT 

When  you  are  heating  with  oxyacetylene 
equipment,  you  must  observe  certain  safety 
precautions  to  protect  personnel  and  equipment 
from  injury  by  fire  or  explosion.  The  precautions 
which  follow  apply  specifically  to  oxyacetylene 
work. 

•  Use  only  approved  apparatus  that  has  been 
examined  and  tested  for  safety. 

•  When  you  use  cylinders,  keep  them  far 
enough  away  from  the  actual  heating  area  so  they 
will  not  be  reached  by  the  flame  or  sparks  from 
the  object  being  heated. 

•  NEVER  interchange  hoses,  regulators,  or 
other  apparatus  intended  for  oxygen  with  those 
intended  for  acetylene. 

•  Keep  valves  closed  on  empty  cylinders. 

•  Do  NOT  stand  in  front  of  cylinder  valves 
while  opening  them. 

•  When  a  special  wrench  is  required  to  open 
a  cylinder  valve,  leave  the  wrench  in  position  on 
the  valve  stem  while  you  use  the  cylinder  so  the 
valve  can  be  closed  rapidly  in  an  emergency. 

•  Always  open  cylinder  valves  slowly.  (Do 
NOT  open  the  acetylene  cylinder  valve  more  than 
1  1/2  turns.) 

•  Close  the  cylinder  valves  before  moving  the 
cylinders. 

•  NEVER  attempt  to  force  unmatching  or 
crossed  threads  on  valve  outlets,  hose  couplings, 
or  torch  valve  inlets.  The  threads  on  oxygen 
regulator  outlets,  hose  couplings,  and  torch  valve 
inlets  are  right-handed;   for  acetylene,   these 
threads  are  left-handed.  The  threads  on  acetylene 
cylinder  valve  outlets  are  right-handed,  but  have 
a  pitch  that  is  different  from  the  pitch  of  the 
threads  on  the  oxygen  cylinder  valve  outlets.  If 
the  threads  do  not  match,  the  connections  are 
mixed. 


involved.  This  information  should  be  taken  from 
tables  or  worksheets  supplied  with  the  equipment. 

•  Do  NOT  allow  acetylene  and  oxygen  to  ac- 
cumulate in  confined  spaces.  Such  a  mixture  is 
highly  explosive. 

•  Keep  a  clear  space  between  the  cylinder 
and  the  work  so  the  cylinder  valves  may  be 
reached  quickly  and  easily  if  necessary. 

•  When  lighting  the  torch,   use  friction 
lighters,  stationary  pilot  flames,  or  some  other 
suitable  source  of  ignition.  The  use  of  matches 
may  cause  serious  hand  burns.  Do  NOT  light  a 
torch  from  hot  metal.  When  lighting  the  torch, 
open  the  acetylene  valve  first  and  ignite  the  gas 
with  the  oxygen  valve  closed.  Do  NOT  allow 
unburned  acetylene  to  escape  into  a  small  or 
closed  compartment. 

•  When  extinguishing  the  torch,  close  the 
acetylene  valve  first  and  then  close  the  oxygen 
valve. 

•  Do  NOT  use  lubricants  that  contain  oil  or 
grease  on  oxyacetylene  equipment.   OIL  OR 
GREASE    IN   THE    PRESENCE    OF    OXY- 
GEN  UNDER    PRESSURE    WILL    IGNITE 
VIOLENTLY.  Consequently,  oxygen  must  not  be 
permitted  to  come  in  contact  with  these  materials 
in  any  way.  Do  NOT  handle  cylinders,  valves, 
regulators,  hose,  or  any  other  apparatus  which 
uses  oxygen  under  pressure  with  oily  hands  or 
gloves.  Do  NOT  permit  a  jet  of  oxygen  to  strike 
an  oily  surface  or  oily  clothes.  NOTE:  A  suitable 
lubricant  for  oxyacetylene  equipment  is  glycerin. 

•  NEVER  use   acetylene  from  cylinders 
without  reducing  the  pressure  through  a  suitable 
pressure  reducing  regulator.   Avoid  acetylene 
working  pressures  in  excess  of  15  pounds  per 
square  inch.   Oxygen  cylinder  pressure  must 
likewise  be  reduced  to  a  suitable  low  working 
pressure;  high  pressure  may  burst  the  hose. 

•  Stow  all  cylinders  carefully  according  to 
prescribed  procedures.  Store  cylinders  in  dry,  well- 
ventilated,  well-protected  places  away  from  heat 
and  combustible  materials.  Do  NOT  stow  oxygen 
cylinders  in  the  same  compartment  with  acetylene 
cylinders.    Stow   all   cylinders   in   an   upright 
position.  If  they  are  not  stowed  in  an  upright 
position,  do  not  use  them  until  they  have  been 
allowed  to  stand  upright  for  at  least  2  hours. 


3-35 


cylinder,  or  on  any  flammable  materials.  Be  sure 
a  fire  watch  is  posted  as  required  to  prevent 
accidental  fires. 

Be  sure  you  and  anyone  nearby  wear  flame- 
proof protective  clothing  and  shaded  goggles  to 
prevent  serious  burns  to  the  skin  or  the  eyes.  A 
number  5  or  6  shaded  lens  should  be  sufficient 
for  your  heating  operations. 

These  precautions  are  by  no  means  all  the 
safety  precautions  that  pertain  to  oxyacetylene 
equipment,  and  they  only  supplement  those 
specified  by  the  manufacturer.  Always  read  the 
manufacturer's  manual  and  adhere  to  all  pre- 
cautions and  procedures  for  the  specific  equip- 
ment you  are  going  to  be  using. 

Flashback  and  Backfire 

A  backfire  and  a  flashback  are  two  common 
problems  encountered  in  using  an  oxyacetylene 
torch. 

Unless  the  system  is  thoroughly  purged  of  air 
and  all  connections  in  the  system  are  tight  before 
the  torch  is  ignited,  the  flame  is  likely  to  burn  in- 
side the  torch  instead  of  outside  the  tip.  The 
difference  between  the  two  terms  backfire  and 
flashback  is  this:  in  a  backfire,  there  is  a 
momentary  burning  back  of  the  flame  into  the 
torch  tip;  in  a  flashback,  the  flame  burns  in  or 
beyond  the  torch  mixing  chamber.  A  backfire  is 
characteristized  by  a  loud  snap  or  pop  as  the  flame 
goes  out.  A  flashback  is  usually  accompanied  by 
a  hissing  or  squealing  sound.  At  the  same  time, 
the  flame  at  the  tip  becomes  smoky  and  sharp- 
pointed.  When  a  flashback  occurs,  immediately 
shut  off  the  torch  oxygen  valve,  then  close  the 
acetylene  valve. 

A  flashback  indicates  that  something  is 
radically  wrong  either  with  the  torch  or  with  the 
manner  of  handling  it.  A  backfire  is  less  serious. 
Usually  the  flame  can  be  relighted  without 
difficulty.  If  backfiring  continues  whenever  the 
torch  is  relighted,  check  for  these  causes; 
overheated  tip,  gas  working  pressures  greater  than 
that  recommended  for  the  tip  size  being  used, 
loose  tip,  or  dirt  on  the  torch  tip  seat.  These  same 
difficulties  may  be  the  cause  of  a  flashback, 
except  that  the  difficulty  is  present  to  a  greater 
degree.  For  example,  the  torch  head  may  be 
distorted  or  cracked. 

In  most  instances,  backfires  and  flash- 
backs result  from  carelessness.  To  avoid  these 


closed)  when  the  equipment  is  stowed,  (3)  the 
oxygen  and  acetylene  working  pressures  used  are 
those  recommended  for  the  torch,  and  (4)  you 
have  purged  the  system  of  air  before  using  it. 
Purging  the  system  of  air  is  especially  necessary 
when  the  hose  and  torch  have  been  newly 
connected  or  when  a  new  cylinder  is  put  into  the 
system. 

PURGING  THE  OXYACETYLENE 
TORCH.— 

1 .  Close  the  torch  valves  tightly,  then  slowly 
open  the  cylinder  valves. 

2.  Open  the  acetylene  regulator  slightly. 

3.  Open  the  torch  acetylene  valve  and  allow 
acetylene   to   escape   for    5    to    15    seconds, 
depending  on  the  length  of  the  hose. 

4.  Close  the  acetylene  valve. 

5.  Repeat  the  procedure  on  the  oxygen  side 
of  the  system. 

After  purging  air  from  the  system,  light  the 
torch  as  described  previously. 

FASTENING  DEVICES 

Parts  of  machinery  and  equipment  are  held 
together  by  several  types  of  fastening  devices.  The 
fastening  devices  commonly  used  by  the 
Machinery  Repairman  are  classified  into  three 
general  groups:  threads,  keys,  and  pins. 

The  selection  of  the  correct  fastener  (specified 
in  blueprints,  list  of  material  blocks,  and  technical 
manuals)  and  the  use  of  an  approved  installation 
method  are  important  factors  in  the  efficiency  and 
reliability  of  a  piece  of  equipment.  Improper  use 
of  fasteners  will  lead  to  equipment  failures  and 
possible  personnel  injuries. 

Threaded  Fastening  Devices 

Bolts,  studs,  nuts,  capscrews,  machine  screws 
and  setscrews  are  all  threaded  devices  used  to 
clamp  or  secure  mating  parts  together.  Each  of 
the  different  types  has  a  specific  range  of  applica- 
tions and  is  available  in  various  sizes,  designs  and 
material  specifications.  The  most  common  sizes 
evolve  from  the  established  diameters,  threads  per 
inch,  and  classes  of  fit  described  in  the  Unified 
(UNC,  UNF)  and  the  American  National  (NC, 
NF)  thread  systems  explained  in  chapter  9.  The 


3-36 


j.  uii£,v     \jt.     £,viivi  u.j.     cippjuvcii..ivji.io     iv^i     any     givtii 

fastener.  However,  some  equipment  requires  such 
specialized  fasteners  that  the  fasteners  can  only 
be  used  for  that  specific  purpose.  The  material 
specification  for  a  certain  application  of  a  fastener 
is  based  on  the  function  of  the  mating  parts, 
stresses,  and  temperatures  applied  to  the 
fasteners  and  on  the  elements  to  which  the  equip- 
ment is  exposed,  such  as  steam,  saltwater  and  oil. 
Table  3-3  is  a  general  guide  for  material  usage  and 
the  different  identifying  markings  found  on 
fasteners. 

BOLTS.— A  bolt  is  an  externally  threaded 
fastener,  with  a  threaded  diameter  of  1/4  inch  or 
larger,  and  either  a  squarely  or  hexagonally 
shaped  head.  Bolts  are  designed  to  be  inserted  into 
holes  slightly  larger  than  their  diameter.  A  nut  is 
attached  to  the  threaded  end  to  draw  the  mating 
parts  together.  As  a  general  rule,  the  width  of  the 


thread  ranges  from  2  times  the  thread  diameter 
plus  1/4  inch  to  a  point  just  below  the  head, 
depending  on  the  intended  use.  The  length  of  the 
bolt  is  measured  from  the  under  side  of  the  head 
to  the  tip  of  the  threaded  portion.  It  is  best  to  use 
a  bolt  that  has  an  unthreaded  length  slightly  less 
than  the  combined  thickness  of  the  parts  being 
mated.  The  overall  length  should  allow  a 
minimum  of  1  full  thread  and  a  maximum  of  10 
threads  (space  permitting)  to  protrude  above  the 
nut  after  the  assembly  is  completely  torqued 
down.  The  class  of  fit  normally  found  on  the 
threads  of  bolts  and  the  nuts  used  with  them  is 
class  2A  for  the  bolt  and  class  2B  for  the  nut. 
This  fit  permits  an  allowance  so  that  the  bolt 
and  nut  can  be  assembled  without  seizing  or 
galling.  Detailed  information  on  the  different 
classes  of  fit  for  threads  is  covered  later  in  this 
manual. 


Table  3-3. — Specifications  and  Uses  of  Fasteners 


MATERIAL 

MATERIAL  SPECS. 

GRADE 

CONDITION 

MARKING  ON 
FASTENER 

INTENDED  USE 

CARBON  STEEL 

SAE  10XX  SERIES 
STEEL  WITH  A  MAX 
IMUM  OF  0.55% 

5 

HEAT 
TREATED 

3  EQUALLY 
SPACED  RADIAL 
LINES 

GENERAL  USE 

CARBON  STEEL 

CARBON 

8 

HEAT 
TREATED 

6  EQUALLY 
SPACED  RADIAL 
LINES 

GENERAL  USE 

ALLOY  STEEL 

SAE  4140  TO 
SAE  4145 

B7 

HEAT 
TREATED 

B7 

FOR  USE  UP  TO  775°F  WITH  GRADE  2H  AND 
GRADE  4  NUTS 

ALLOY  STEEL 

ASTM  A  193 

B16 

HEAT 
TREATED 

B16 

FOR  USE  UP  TO  1000°F  WITH  GRADE  4  NUT 

CORROSION 
RESISTANT  STEEL 

FED.  STD.  66 

303 

ANNEALED 

303 

FOR  USE  WHERE  LOW  MAGNETIC  AND 
CORROSION  RESISTANT  PROPERTIES  ARE 
REQUIRED 

CORROSION 
RESISTANT  STEEL 

FED.  STD.  66 

41  OT 

HEAT 
TREATED 

410 

FOR  USE  WHERE  LOW  MAGNETIC  AND 
CORROSION  RESISTANT  PROPERTIES  ARE 
REQUIRED 

NAVAL  BRASS 

QQ-B-637 

482 

— 

482 

FOR  CONNECTING  NON-FERROUS  MATERIALS 
IN  CONTACT  WITH  SALT  WATER 

SILICON  BRONZE 

QQ-C-591 

651 

— 

651 

FOR  CONNECTING  NON-FERROUS  MATERIALS 
IN  CONTACT  WITH  SALT  WATER 

NICKLE  COPPER 

QQ-N-281  CL.  A&B 

400 

400 

FOR  CONNECTING  FERROUS  AND 
NON-FERROUS  MATERIALS  (EXCEPT 
ALUMINUM)  IN  CONTACT  WITH  SALT  WATER 

NICKLE  COPPER 

ALUMINUM 

QQ-N-286  CL.A 

500 

— 

500 

FOR  CONNECTING  FERROUS  AND 
NON-FERROUS  MATERIALS  (EXCEPT 
ALUMINUM)  IN  CONTACT  WITH  SALTWATER 

CARBON  STEEL 

SAE  10XX  SERIES 
STEEL  WITH  A 
MAX.  OF  0.55% 
CARBON 

2H 

HEAT 
TREATED 

2H  (NUTS  ONLY) 

FOR  USE  UP  TO  775°F  WITH  GRADE  B7  STUD  OR 
BOLT 

ALLOY  STEEL 

SAE  4140  to 
SAE  4145 

4 

HEAT 
TREATED 

4  (NUTS  ONLY) 

FOR  USE  UP  TO  1000°F  WITH  GRADE  B16  AND 
B7  STUD  OR  BOLT 

3-37 


fastener  with  threads  on  both  ends.  It  can  either 
be  inserted  through  a  clearance  hole  and  secured 
by  a  nut  on  each  end,  or  it  can  be  used  in  an 
assembly  where  one  part  has  a  tapped  hole  and 
the  second  part  has  a  clearance  hole.  In  the  latter 
case,  the  stud  is  screwed  into  the  tapped  hole  and 
a  nut  is  screwed  onto  the  other  end  of  the  stud. 
One  type  of  stud  is  continuously  threaded,  with 
threads  beginning  at  one  end  and  running  the 
entire  length  of  the  stud.  Another  type  of  stud 
has  threads  beginning  at  each  end  and  an  un- 
threaded portion  in  the  center  of  the  stud.  The 
unthreaded  portion  may  have  the  same  diameter 
as  the  major  diameter  of  the  threads,  or  it  may 
be  recessed  to  provide  clearance.  A  continuously 
threaded  stud  generally  has  a  class  2A  or  3A  fit 
to  allow  relative  ease  in  assembly.  A  stud  with  the 
center  portion  unthreaded  may  have  a  different 
class  of  fit  on  each  end.  One  end  will  have  a  class 
2A  or  3A  fit.  This  is  the  end  on  which  the  nut 
is  screwed.  The  end  of  the  stud  that  screws  into 
the  tapped  hole  will  have  an  interference  fit  that 
will  require  a  torque  wrench  to  install  it.  The 
interference  fit  is  a  class  5  fit  and  is  divided  into 
several  subdivisions  to  provide  the  correct  fit  for 
different  materials  and  lengths  of  engagement.  A 
stud  of  this  type  is  screwed  into  the  tapped  hole 
the  maximum  distance  possible  without  jamming 
either  the  end  of  the  stud  against  the  bottom  of 
the  hole  or  the  shoulder  of  the  unthreaded  part 
of  the  stud  against  the  top  of  the  tapped  hole.  A 
small  amount  of  lubricant  approved  for  use  in  the 
temperature  range  in  which  the  equipment  is 
exposed  should  be  applied  to  the  threads.  You  will 
find  the  correct  tolerances  and  torque  required  for 
each  application  in  charts  in  most  handbooks  for 
machinists. 

NUTS. — A  nut  is  an  internally  threaded 
fastener  with  the  same  size  threads  as  the 
externally  threaded  part  to  which  it  will  be 
attached.  Nuts  come  in  either  square  or  a  hexagon 
shapes  and  have  standard  widths  and  thicknesses 
based  on  the  basic  thread  size.  Any  application 
of  threaded  fasteners  that  are  subjected  to 
working  conditions  which  could  cause  the  nut  to 
loosen  through  heat  or  vibration  usually  has  some 
method  of  locking  the  mating  parts  securely. 
Several  methods  are  available  to  you.  You  may 
use  different  styles  of  lock  washers,  deform  the 
area  around  the  threads  by  staking  or  peening  with 
a  center  punch,  install  setscrews,  or  use  locknuts. 

Locknuts  in  common  use  are  of  two  types. 
One  type  applies  pressure  to  the  bolt  or  stud 


and  is  used  when  the  nut  must  be  removed 
frequently.  Included  in  this  type  are  jam  nuts,  a 
thin  nut  that  goes  under  the  regular  nut;  plastic 
angular  ring  and  nylon  plug  insert  nuts  that  use 
the  resiliency  of  the  plastic  and  nylon  to  create 
large  frictional  pressures  on  the  bolt  or  stud; 
spring  nuts  that  use  springs  of  different  types  to 
apply  pressure  between  the  nut  and  the  working 
surface;  and  spring  beam  nuts  that  have  a  slight 
taper  in  the  upper  portion  of  the  nut  with  slots 
cut  to  form  segments  which  permit  expansion 
when  the  nut  is  screwed  onto  a  bolt  or  stud.  The 
other  type  of  locknut  deforms  the  threads  on  the 
bolt  or  stud  and  should  be  used  only  when 
removal  is  seldom  required.  This  type  includes  (1) 
a  distorted  collar  nut  that  has  an  oval  shaped 
opening  at  the  top  and  applies  pressure  when 
forced  over  the  bolt  or  stud  and  (2)  a  distorted 
thread  nut  that  has  depressions  in  the  face  or 
threads  of  the  nut. 

MACHINE  SCREWS  AND  CAP- 
SCREWS. — Machine  screws  and  capscrews  are 
similar  except  for  size  range.  Machine  screws  have 
diameters  up  to  3/4  inch  (including  size  numbers 
from  0  to  12),  while  capscrews  come  in  sizes  above 
1/4-inch  diameter.  Both  machine  screws  and 
capscrews  are  available  in  several  head  shapes, 
such  as  flat,  fillister,  and  hexagonal.  These 
screwheads  are  slotted  so  they  can  be  tightened 
with  a  screwdriver. 

SETSCREWS.— Setscrews  are  available  in 
several  different  styles  of  heads  including  square, 
hexagon,  slotted  and  the  most  common  type,  the 
recessed  hexagon  socket.  The  points  on  setscrews 
differ  from  the  points  on  other  threaded  fasteners 
to  permit  a  positive  engagement  with  a  prepared 
recess  in  the  external  surface  on  one  of  the  mating 
parts.  Available  point  shapes  are  a  cone  (90° 
point),  a  cup  (recessed  point),  an  oval,  a  flat,  and 
a  half -dog  (a  short,  reduced  diameter).  The  point 
selection  depends  on  whether  the  setscrew  is  in- 
tended to  prevent  slippage  of  a  pulley  or  gear  on 
a  shaft  or  to  hold  nonrotating  parts  in  place. 
There  is  a  definite  relationship  between  the 
holding  power  and  the  diameter  of  a  setscrew  and 
between  the  number  of  setscrews  required  to 
transmit  rotational  movement  of  equipment 
rotating  at  any  given  revolutions  per  minute  and 
horsepower.  If  the  equipment  specifications  do 
not  provide  this  information,  you  may  obtain  it 
from  most  handbooks  for  machinists.  Setscrews 
are  normally  made  of  hardened  steel,  although 


3-38 


corrosive  liquids  are  involved. 
Screw  Thread  Inserts 

A  screw  thread  insert  (fig.  3-40)  is  a  helically 
wound  coil  designed  to  screw  into  an  internally 
threaded  hole  and  receive  a  standard  sized 
externally  threaded  fastener.  A  screw  thread 
insert  can  be  used  to  repair  a  threaded  hole  when 
the  threads  have  been  corroded  or  stripped  away 
and  to  provide  an  increased  level  of  thread 
strength  when  the  base  metal  of  the  part  is 
aluminum,  zinc,  or  other  soft  materials.  Before 
using  screw  thread  inserts  for  a  repair  job,  care- 
fully evaluate  the  feasibility  of  using  this  method. 
When  you  have  no  specific  guidance,  ask  your 
supervisor  for  advice. 

Screw  thread  inserts  come  in  sizes  up  to 
1  1/2-inch  in  diameter  in  both  American  National 
and  Unified,  coarse  and  fine  thread  series.  The 
overall  length  of  an  insert  is  based  on  a  fractional 
multiple  of  its  major  diameter.  A  1/2-inch  screw 
thread  insert  is  available  in  lengths  of  1/2,  3/4, 
1  inch,  and  so  on.  Screw  thread  inserts  are 
normally  made  from  stainless  steel;  however 
phosphor  bronze  and  nickel  alloy  inserts  are 
available  by  special  order.  A  stainless  steel  insert 
should  NOT  be  used  in  any  application  where  the 
temperature  exceeds  775  °F  or  where  a  corrosive 
material  such  as  acid  or  saltwater  is  involved. 

There  are  several  tools  associated  with  the 
installation  and  removal  of  screw  thread  inserts 
that  are  essential  if  the  job  is  to  be  done  correctly. 
The  most  important  tool  is  the  tap  used  to  thread 
the  hole  that  the  insert  will  be  screwed  into.  These 
taps  are  oversized  by  specific  amounts  according 
to  the  size  of  the  insert,  so  that  after  installation 


pitch  diameter  tolerance,  as  previously  explained 
in  the  section  on  hand  taps,  are  marked  on  the 
taps.  As  an  example  of  the  amount  of  oversize 
involved,  a  tap  required  for  a  1/2-13  UNC 
insert  has  a  maximum  major  diameter  of  0.604 
inch.  Because  of  the  increase  in  the  size  of  the  hole 
required,  it  is  important  to  ensure  that  there  is 
sufficient  material  around  the  hole  on  the  part  to 
provide  strength.  A  rule  of  thumb  is  that  the 
minimum  amount  of  material  around  the  hole 
should  equal  the  thread  size  of  the  insert, 
measured  from  the  center  of  the  hole.  Using  this 
rule,  a  1/2  -  13  UNC  insert  will  require  a  1/2-inch 
distance  from  the  center  of  the  hole  to  the  nearest 
edge  of  the  part.  The  tap  drill  size  for  each  of  the 
taps  is  marked  on  the  shank  of  the  tap.  The 
diameter  of  this  drill  will  sometimes  vary 
according  to  the  material  being  tapped. 

The  next  tool  that  you  will  use  is  an  inserting 
tool  (fig.  3-41).  There  are  several  styles  of 
inserting  tools  that  are  designed  to  be  used  for 
a  specific  range  of  insert  sizes  and  within  each  of 
these  styles  are  tools  for  each  individual  size  of 
insert.  All  of  the  inserting  tools  have  similar 
operating  charactistics.  Either  slip  the  insert  over 
or  screw  it  onto  the  shank  of  the  tool  until  the 
tang  (the  horizontal  strip  of  metal  shown  at  the 
top  of  the  insert  in  figure  3-40)  solidly  engages 
the  shoulder  or  recess  on  the  end  of  the  tool.  Then 
install  the  insert  by  turning  the  tool  until  the 
correct  depth  is  reached.  Remove  the  tool  by 
reversing  the  direction  of  rotation. 

After  you  have  the  insert  properly  installed, 
break  off  the  tang  to  prevent  any  interference  with 
the  fastener  that  will  be  screwed  into  the  hole.  A 
tang  break-off  tool  is  available  for  all  insert  sizes 


INSERTING  TOOL 


EXTRACTOR 


Figure  3-40. — Screw  thread  insert. 


Figure  3-41. — Screw  thread  insert  tools. 


3-39 


of  1/2  inch  and  below.  The  tang  has  a  slight  notch 
ground  into  it  that  will  give  way  and  break  when 
struck  with  the  force  of  the  punch-type,  tang 
break-off  tool.  On  insert  sizes  over  1/2  inch  use 
a  long-nosed  pair  of  pliers  to  move  the  tang  back 
and  forth  until  it  breaks  off. 

When  it  is  necessary  to  remove  a  previously 
installed  screw  thread  insert,  use  an  extracting  tool 
(fig.  3-41).  There  are  several  different  sized  tools 
that  cover  a  given  range  of  insert  sizes;  be  sure 
you  select  the  correctly  sized  tool.  Insert  the  tool 
into  the  hole  so  the  blade  contacts  the  top  coil  of 
the  insert  approximately  90  °  from  the  beginning 
of  the  insert  coil.  Then,  lightly  hit  the  tool  to  cause 
the  blade  to  cut  into  the  coil.  Turn  the  tool 
counterclockwise  until  the  insert  is  clear. 

The  steps  involved  in  repairing  a  damaged 
threaded  hole  with  a  screw  thread  insert  are  as 
follows: 

1.  Determine  the  original  threaded  hole  size. 
Select  the  correct  standard  sized  screw  thread 
insert  with  the  length  that  best  fits  the  applica- 
tion. Be  sure  the  metal  from  which  the  insert  is 
made  is  recommended  for  the  particular 
application. 


2.  Select  the  correct  tap  for  the  insert  to  be 
installed.  Some  taps  come  in  sets  of  a  roughing 
and  a  finishing  tap. 

3 .  Select  the  correct  size  of  drill  based  on  the 
information  on  the  shank  of  the  tap  or  from 
charts  normally  supplied  with  the  insert  kits. 
Measure  the  part  with  a  rule  to  determine  if  the 
previously  referenced  minimum  distance  from  the 
hole  to  the  edge  of  the  part  exists.  With  all 
involved  tools  and  parts  secured  rigidly  in  place, 
drill  the  hole  to  a  minimum  depth  that  will  permit 
full  threads  to  be  tapped  a  distance  equaling  or 
exceeding  the  length  of  the  insert,  not  counting 
any  spot-faced  or  countersunk  area  at  the  top  of 
the  hole.  Remove  all  chips  from  the  hole. 

4.  Tap    the    hole.    Use    standard    tapping 
procedures  in  this  step.  If  the  tapping  procedure 
calls  for  both  roughing  and  finishing  taps,  be  sure 
to  use  both  taps  prior  to  attempting  to  install  the 
insert.  Use  lubricants  to  improve  the  quality  of 
the  threads.   When  you  have  completed  the 
tapping,  inspect  the  threads  to  ensure  that  full 
threads  have  been  cut  to  the  required  depth  of  the 
hole.  Remove  all  chips. 

5.  Next,  install  the  insert.  If  the  hole  being 
repaired  is  corroded  badly,  apply  a  small  amount 
of  preservative,  such  as  zinc  chromate,  to  the 


'T 

H 


D 


FLAT  BOTTOM 
OPTIONAL 


V     V 


A.      SQUARE 


B.     RECTANGULAR 


C.      WOODRUFF 


Figure  3-42. — Types  of  keys  and  keyseats. 


required  by  the  particular  style  being  used.  Turn 
the  tool  clockwise  to  install  the  insert.  Continue 
to  turn  the  tool  until  the  insert  is  approximately 
1/2  turn  below  the  surface  of  the  part.  Remove 
the  tool  by  turning  it  counterclockwise. 

6.  Use  an  approved  antiseize  compound  when 
screwing  the  threaded  bolt  or  stud  into  the  insert. 
Avoid  using  similar  metals  such  as  a  stainless 
insert  and  a  stainless  bolt  to  prevent  galling  and 
seizing  of  the  threads. 

Keyseats  and  Keys 

Keyseats  are  grooves  cut  along  the  axis  of  the 
cylindrical  surface  of  a  shaft  and  the  bored  hole 
in  a  hub.  Metal  keys  of  various  shapes  are  fitted 
into  these  grooves  to  transfer  torque  between  the 
shaft  and  the  hub.  There  are  basically  three  types 
of  keys:  taper,  parallel  and  Woodruff.  The 
standard  taper  keys  have  a  taper  of  1/8  inch  per 
foot  and  are  either  a  plain  taper  or  a  gib  head 
taper  style  key.  Taper  keys  are  not  often  found 
on  marine  equipment  and  will  not  be  covered  in 
this  text.  Parallel  keys  consist  mainly  of  square 
and  rectangular  shaped  keys.  These  are  probably 
the  most  common  types  of  keys  that  you  will  work 
with.  A  Woodruff  key  is  a  semicircular  shaped 
key  designed  primarily  to  permit  easy  removal  of 
pulleys  from  shafts.  Keys  are  made  from  several 
different  types  of  metal  including  medium  carbon 
steel,  nickel  steel,  nickel-copper  alloy,  stainless 
steel  and  several  bronze  alloys.  Each  different  key 
style  and  material  has  a  particular  use  for  which 
it  is  best  suited,  depending  on  the  forces  and 


when  replacing  a  key  to  prevent  selecting  one  that 
will  not  perform  as  required. 

Square  keys  (fig.  3-42A)  are  recommended  for 
applications  where  the  shaft  diameter  is  6  1/2 
inches  and  below,  while  rectangular  keys  (fig. 
3-42B)  are  recommended  for  shaft  diameters  over 
6  1/2  inches.  Some  applications  may  require  that 
two  keys  be  installed  to  drive  equipment  under 
high  torque  conditions.  The  width  and  height  of 
a  key  depend  on  the  diameter  of  the  shaft  that 
it  will  be  used  on,  while  the  length  of  the  key  is 
based  on  the  key's  width.  A  chart  giving  some 
of  the  more  common  sizes  of  shafts  and 
recommended  key  size  combinations  is  provided 
in  table  3-4. 

Parallel  keys  (square  and  rectangular)  and  the 
keyseats  machined  to  accept  them  are  designed 
to  provide  assembly  fits  of  three  different  classes. 
Each  of  the  classes  gives  the  recommended 
tolerance  on  both  the  key  and  the  keyseat  for  the 
fit  on  the  sides  and  the  top  and  bottom  of  the 
keyed  assembly.  The  top  and  bottom  tolerances 
for  the  key  and  keyseat  assemblies  generally 
provide  a  range  of  fit  from  metal-to-metal  up  to 
approximately  0.040-inch  clearance  (depending  on 
the  width  of  the  key)  for  all  three  classes  of  fits. 
The  side  fit  for  a  class  1  fit  allows  for  a  metal  to 
metal  0.017-inch  clearance  fit.  The  amount  of 
clearance  increases  as  the  width  of  the  key 
increases.  A  class  2  fit  allows  for  a  side  fit 
ranging  from  a  0.002-inch  clearance  to  an 
interference  fit  of  up  to  0.003  inch.  A  class  3  fit 
allows  only  an  interference  fit  for  the  sides  of  the 
key  with  individual  applications  determining  the 


Table  3-4.— Key  Size  Versus  Shaft  Diameter. 


SHAFT  DIAMETER 

KEY  SIZE                                            KEY  LENGTH  "L" 

WIDTH  "W" 

HEIGHT  "H" 

MIN. 

MAX. 

FROM 

TO 

SQUARE 

RECTANGULAR 

4XW 

16XW 

7/8" 

1  1/4" 

1/4" 

1/4" 

3/16" 

1" 

4' 

1  1/4" 

1  3/8" 

5/16" 

5/16" 

1/4" 

1  1/4" 

5' 

1  3/8" 

1  3/4" 

3/8" 

3/8" 

1/4" 

1  1/2" 

6' 

1  3/4" 

2  1/4" 

1/2" 

1/2" 

3/8" 

2" 

8' 

4  1/2" 

5  1/2" 

1  1/4" 

1  1/4" 

7/8" 

5" 

20' 

6  1/2" 

7  1/2" 

1  3/4" 

1  3/4" 

1  1/2" 

7" 

28' 

Selective  excerts  extracted  from  "American 
Society  of  Mechanical  Engineers"  USAS 
B 17. 1-1 967  Page  2,  table  1 


3-41 


shaft  diameters  and  the  allowable  tolerance  for 
each  of  the  classes  of  fit  are  available  in  most 
handbooks  for  machinists. 

The  ends  of  square  or  rectangular  keys  are 
often  prepared  with  a  radius  equal  to  one-half  of 
the  width  as  shown  in  the  top  illustration  of  figure 
3-42B.  This  design  permits  a  snug  assembly  fit 
when  the  machining  on  the  keyseat  was  done  with 
a  conventional  milling  machine  and  an  end  mill 
cutter. 

Woodruff  keys  (fig.  3-42C)  are  manufactured 
in  various  diameters  and  thicknesses.  The  circular 
side  of  the  key  is  seated  in  a  keyseat  milled  in  the 
shaft  with  a  cutter  having  the  same  radius  and 
thickness  as  the  key. 

The  size  of  a  Woodruff  key  is  designated  by 
a  system  of  numbers  which  represent  the  nominal 
key  dimensions.  The  last  two  digits  of  the  number 
indicate  the  diameter  of  the  key  in  eighths  of  an 
inch,  while  the  digit  or  digits  preceding  them 
indicate  the  width  of  the  key  in  thirty-seconds  of 
an  inch.  Thus,  a  number  404  key  would  be  4/8 
or  1/2  inch  in  diameter  and  4/32  or  1/8  inch  wide, 
while  a  number  1012  key  would  be  12/8  or  1  1/2 
inches  in  diameter  and  10/32  or  5/16  inch  wide. 

For  proper  assembly  of  keyed  members, 
clearance  is  required  between  the  top  surface  of 
the  key  and  the  key  seat.  This  clearance  is 
normally  approximately  0.006  inch. 

Positive  fitting  of  the  key  in  the  keyseat  is 
provided  by  making  the  key  0.0005  to  0.001  inch 
wider  than  the  seat. 

Information  on  the  machining  of  keyseats  for 
parallel  and  Woodruff  keys  is  included  in  chapter 
11. 

Pins 

The  three  pins  commonly  used  in  the  machine 
shop  are  the  dowel  pin,  the  taper  pin,  and  the 
cotter  pin.  The  DOWEL  PIN,  which  is  made  of 
machine-finished  round  stock,  is  used  for  aligning 
parts.  It  is  used  in  applications  such  as  pump 
housings.  A  hole  in  the  housing  matches  with  a 
hole  in  the  end  casing  and  a  dowel  pin  is  inserted 
to  provide  exact  alignment.  As  this  is  an  aligning 
pin,  the  dowel  must  have  a  light  drive  fit.  The 
TAPER  PIN  which  has  a  1/4-inch  per  foot  taper 
is  used  to  hold  slow-speed,  low-torque,  rotor-shaft 
applications,  such  as  hand-operated  wheels  and 
levers  on  machine  tools.  When  taper  pins  are 
used,  the  hole  must  be  drilled  and  then  reamed 
with  a  taper  pin  reamer  to  obtain  the  correct 


1  \J  L4.lJ.vl     XXJ.V  L>dJ.     J  L  v  v*l\.      W  11J.W11     CtJL  W      L-ltJ  V'H      L/A  J.HJlW-1  JLJL  V      LU 

lock  nuts  in  place  on  bolts.  All  pins  come  in  a 
variety  of  standard  sizes  and  lengths.  Most 
machinist's  handbooks  give  information  on  hole 
sizes  and  numbers  for  specific  dimensions  of  pins. 

Gaskets,  Packing  and  Seals 

Many  of  the  repair  jobs  that  you  do  will 
require  the  installation  of  gaskets,  packing,  or 
seals  to  prevent  leakage.  Gaskets  are  used  mainly 
for  sealing  fixed  type  joints  such  as  flanged  pipe 
and  valve  joints  and  pump  casings,  while  packing 
and  seals  are  used  for  sealing  joints  where  one  part 
moves  in  relation  to  the  other.  All  of  these  seal- 
ing devices  are  available  in  a  wide  range  of 
diameters,  thicknesses  and  classifications  (grades) 
to  provide  suitable  sealing  of  any  system  or 
equipment.  A  general  knowledge  of  the  different 
sealing  materials  is  important;   however,  the 
proper  selection  of  a  gasket,  packing  or  other  seal 
must  never  be  based  on  general  application 
guidelines  or  memory.  The  modern  ships  of  to- 
day   have    systems    that    reach    1000°F    in 
temperature  and  2050  psi  in  pressure  under  nor- 
mal operating  conditions.  A  wrong  selection  can 
cause  serious  injury  to  personnel  and  major 
damage  to  equipment.  The  equipment's  technical 
manual,  allowance  parts  list,  snip's  plan  on  the 
appropriate  PMS  Maintenance  Requirement  Card 
are  sources  that  can  provide  the  exact  specifica- 
tions required  for  the  sealing  device. 

A  brief  description  of  some  of  the  more 
common  types  of  gaskets,  packing,  and  seals  used 
in  shipboard  equipment  and  their  general  applica- 
tion is  provided  in  the  following  paragraphs. 

Gaskets 

Spiral  wound,  metallic-asbestos  gaskets  are 
composed  of  alternate  layers  of  dovetailed 
stainless  steel  ribbon  and  strips  of  asbestos  spirally 
wound,  ply  upon  ply,  to  the  desired  diameter.  The 
gasket  is  then  placed  in  a  solid  steel  retainer  ring 
to  keep  the  gasket  material  intact,  to  assist  in 
centering  the  gasket  on  the  flange,  and  to  act  as 
a  reinforcement  to  prevent  blowouts.  This  type 
gasket  is  used  on  steam,  boiler  feedwater,  fuel  and 
lubricating  oil  systems.  System  pressures  of  100 
to  2050  psi  and  normal  operating  temperatures 
of  1 50  °  of  1000  °F  are  within  the  range  that  these 
gaskets  can  effectively  seal.  Each  application 
requires  a  specific  gasket  and  substitutions  should 
not  be  considered.  When  installing  this  gasket, 


3-42 


thickness  required  for  the  particular  application. 

Synthetic  rubber  and  cloth  inserted  rubber 
gaskets  are  used  on  freshwater  and  seawater 
systems  with  pressures  of  50  to  400  psi  and 
temperatures  of  150°  to  250  °F. 

Gasoline  and  JP-5  systems  require  a  gasket 
made  from  Buna-N  and  cork.  The  use  of  the 
wrong  gasket  material  in  these  systems  will  result 
in  a  deterioration  of  the  gasket  resulting  in 
contamination  of  the  system  and  a  hazardous 
situation  if  a  leak  should  develop. 

Prior  to  installing  any  gasket,  carefully  inspect 
the  surfaces  of  the  mating  parts  for  cuts  or 
scratches  that  will  prevent  the  proper  sealing  of 
the  gasket.  When  any  doubt  exists,  refinish  the 
surface.  You  will  find  additional  information  on 
flange  refinishing  later  in  this  manual. 

Packing 

The  packing  used  to  seal  against  leakage 
around  equipment,  such  as  valve  stems  on  pump 
shafts,  is  available  in  many  different  material 
types,  shapes,  and  sizes.  Specific  recommenda- 
tions on  packing  selection  is  best  left  to  the 
appropriate  technical  document;  however,  there 
are  some  common  errors  made  in  packing 
selection  and  installation  that  are  important  to 
note.  Packing  that  has  a  metallic  or  semimetallic 
base  should  not  be  used  on  a  brass  or  bronze  part. 
Parts  that  are  softer  than  250  BRINELL  hard- 
ness should  not  be  packed  with  a  copper  bearing 
packing.  The  surface  condition  of  the  valve  stem 
or  shaft  and  the  stuffing  box  into  which  the  pack- 
ing is  placed  are  important  also.  A  surface  that 
has  pits  and  scratches  which  could  provide  a  path 
for  leakage  should  be  repaired.  An  out-of-round 
condition  will  cause  excessive  clearance  between 
the  packing  and  the  rotating  part.  A  type  of  pack- 
ing called  corrugated  ribbon  packing,  which  is 
intended  for  steam  valves,  requires  very  close 
control  over  the  finishes,  dimensions,  and 
concentricity  of  the  parts  that  contact  it.  Each  part 
must  be  measured  and  checked  carefully  before 
this  type  packing  can  be  used. 

Seals 

The  types  of  seals  you  will  work  with  most 
often  are  oil  seals,  mechanical  seals,  and  O-rings. 
Each  type  requires  careful  attention  to  the 
contact  area  and  the  installation  procedures  to 
ensure  a  good  seal  against  leakage. 


cup  or  flange  retainer,  which  press  fits  into  a 
cylindrical  bore,  and  a  spring-loaded  rubber  or 
neoprene  lip,  which  make  contact  with  the  shaft. 
The  spring  will  cause  the  seal  to  maintain  a  firm 
contact  with  the  shaft  even  if  there  is  a  small 
amount  of  shaft  runout.  The  seal  contact  area  on 
the  shaft  must  be  free  of  pits,  scratches  and  old 
wear  patterns  to  operate  as  designed.  When 
replacing  a  seal  of  this  type,  be  particularly  careful 
in  selecting  the  proper  seal  as  indicated  by  the 
equipment  manufacturer.  The  type  of  fluid 
being  sealed  and  the  operating  temperature  are 
as  important  in  correct  seal  selection  as  the 
dimensions  of  the  seal. 

Mechanical  seals  are  considerably  more 
difficult  to  install  correctly.  The  majority  of 
mechanical  seals  consist  of  one  part  that  is  sealed 
against  the  housing  or  seal  retainer  with  a  gasket 
or  O-ring,  while  another  part  of  the  seal  is 
attached  to  the  shaft  and  is  sealed  by  a  rubber  or 
neoprene  bellows.  Each  of  these  two  parts  has  a 
flat-faced  seal  that  makes  a  rubbing  contact  when 
the  shaft  is  turning.  One  of  the  flat-faced  seals 
is  spring-loaded  to  maintain  a  constant  contact 
pressure  when  end  play  occurs  in  the  equipment 
during  operation.  The  flat-faced  seals  may  be 
made  from  carbon,  alloy  steel,  ceramic,  or  several 
other  materials.  Regardless  of  the  material  used 
for  these  parts,  they  should  be  handled  very 
carefully  to  avoid  damage.  The  installation 
instructions  provided  by  the  seal  or  equipment 
manufacturer  should  be  followed  very  closely  to 
ensure  the  correct  loading  and  proper  function- 
ing of  the  seal.  Shaft  runout,  alignment,  and  end 
play  (thrust)  must  be  within  the  limitations 
prescribed  for  the  equipment. 

O-rings  may  be  used  as  a  static  seal  where  no 
motion  exists  between  the  mating  parts  or  as  a 
dynamic  seal  where  a  reciprocating,  oscillating, 
or  rotary  motion  exists  between  the  mating  parts. 
O-rings  are  made  from  either  synthetic  or  natural 
materials  which  have  the  capability  of  returning 
to  their  original  shape  and  size  after  being 
deformed.  The  substance  being  sealed  and  the 
operating  pressures  and  temperatures  are  very 
important  factors  in  determining  the  exact  O-ring 
to  use  in  any  given  application.  Preparation  of 
the  O-ring  groove  requires  special  care  to  ensure 
that  the  specified  finish  and  dimensions  are 
obtained.  The  annular  or  circular  finish  pattern 
(lay)  produced  by  a  lathe  provides  a  surface  that 
allows  a  more  effective  seal  than  one  produced 
by  an  end  mill  cutter  in  a  milling  machine. 


3-43 


A  roughness  value  of  32  microinches  for  a  static 
seal  and  15  microinches  for  a  dynamic  seal  is 
generally  acceptable  for  the  O-ring  groove.  To 
achieve  maximum  effectiveness,  an  O-ring  should 
not  be  stretched  more  than  5%  beyond  the 
designed  dimension  of  the  inside  diameter  after 
the  O-ring  is  in  position  in  the  groove.  This  can 
be  controlled  only  by  accurate  machining  and 
measuring  of  the  depth  of  the  O-ring  groove. 
Excessive  width  of  the  groove  will  allow  the 
O-ring  to  roll  or  twist  during  installation  and 
operation.  Many  applications  require  the  use  of 


backup  rings  which  are  placed  on  one  or 
both  sides  of  the  O-ring  to  provide  additional 
protection  against  O-ring  distortion  under 
pressure.  The  equipment  specifications  should 
be  reviewed  carefully  to  determine  if  a  backup 
ring  is  required.  An  approved  O-ring  lubricant 
is  essential  during  installation  to  prevent 
damage  to  the  O-ring  and  to  enhance  the 
sealing  effectiveness.  The  lubricant  selected 
should  be  one  that  will  not  affect  the  O-ring 
material  or  contaminate  the  substance  being 
sealed. 


civ  •* 


METALS  AND  PLASTICS 


A  Machinery  Repairman  is  expected  to  repair 
broken  parts  and  to  manufacture  replacements 
according  to  samples  and  blueprints.  To  choose 
the  metals  and  plastics  best  suited  for  fabrication 
of  replacement  parts,  you  must  have  a  knowledge 
of  the  physical  and  mechanical  properties  of 
materials  and  know  the  methods  of  identifying 
materials  that  are  not  clearly  marked.  For 
instance,  stainless  steel  and  nickel-copper  are  quite 
similar  in  appearance,  but  completely  different 
in  their  mechanical  properties  and  cannot  be 
used  interchangeably.  A  thermosetting  plastic 
may  look  like  a  thermoplastic  but  the  former 
is  heat  resistant,  whereas  the  latter  is  highly 
flammable.  Some  of  the  properties  of  materials 
that  an  MRS  and  MR2  must  know  are  presented 
in  this  chapter. 


PROPERTIES  OF  METALS 

The  physical  properties  of  a  metal  determine 
its  behavior  under  stress,  heat,  and  exposure 
to  chemically  active  substances.  In  practical 
application,  the  behavior  of  a  metal  under 
these  conditions  determines  its  mechanical 
properties;  indentation  and  rusting.  The 
mechanical  properties  of  a  metal,  therefore,  are 
important  considerations  in  selecting  material  for 
a  specific  job. 


STRESS 

Stress  in  a  metal  is  its  internal  resistance  to 
a  change  in  shape  (deformation)  when  an  external 
load  or  force  is  applied  to  it.  There  are  three 
different  forms  of  stress  to  which  a  metal  may 
be  subjected.  Tensile  stress  is  a  force  that  pulls 
a  metal  apart.  Compression  stress  is  a  force  that 
squeezes  the  metal.  Shear  stress  is  forces  from 
opposite  directions  that  work  to  separate  the 
metal.  When  a  piece  of  metal  is  bent,  both  tensile 


and  compression  stresses  are  applied.  The  side  of 
the  metal  on  the  outside  of  the  bend  undergoes 
tensile  stress  as  it  is  stretched,  while  the 
metal  on  the  inside  of  the  bend  is  squeezed  under 
compression  stress.  When  a  metal  is  subjected  to 
a  torsional  load  such  as  a  sump  shaft  driven  by 
an  electric  motor,  all  three  forms  of  stress  are 
applied  to  a  certain  degree. 


STRAIN 

Strain  is  the  deformation  or  change  in  shape 
of  a  metal  that  results  when  a  stress  or  load  is 
applied.  When  the  load  is  removed,  the  metal  is 
no  longer  under  a  strain.  The  type  of  deforma- 
tions which  result  when  a  metal  is  subjected  to 
a  stress  will  be  similar  to  the  form  of  stress 
applied. 


STRENGTH 

Strength  is  the  property  of  a  metal  which 
enables  it  to  resist  strain  (deformation)  when  a 
stress  (load)  is  applied.  The  strength  of  a  metal 
may  be  expressed  by  several  different  terms.  The 
most  commonly  used  term  is  tensile  strength. 
Tensile  strength  is  the  maximum  force  required 
to  pull  metal  apart.  To  find  the  tensile  strength 
of  a  metal,  divide  the  force  required  to  pull  the 
metal  apart  by  the  area  in  square  inches  of  a 
prepared  specimen. 

Another  term  used  often  to  describe  the 
strength  of  a  metal  is  yield  strength.  The  yield 
strength  is  determined  during  the  same  test  that 
establishes  the  tensile  strength.  The  yield  strength 
is  established  when  the  metal  specimen  first  begins 
to  elongate  (stretch)  while  pressure  is  gradually 
applied.  A  relationship  between  the  tensile 
strength  and  the  hardness  of  metals  is  often 
present.  As  the  hardness  of  a  metal  is  increased, 
the  tensile  strength  is  also  increased  and  vice  versa. 


4-1 


LUC  muic  cuuuj.nju.iy   uacu 

Some  other  terms  that  may  be  used  to  describe 
a  metal's  strength  are  compression  strength,  shear 
strength,  and  torsional  strength.  You  will  not  see 
these  terms  often.  However,  in  certain  design 
applications,  where  stress  would  result  in  strains 
of  one  of  these  types  being  applied  to  a  part,  you 
would  need  to  establish  and  use  specific  values 
in  safety  computations. 


PLASTICITY 

Plasticity  is  the  ability  of  a  metal  to  withstand 
extensive  permanent  deformation  without  break- 
ing or  rupturing.  Modeling  clay  is  an  example  of 
a  highly  plastic  material,  since  it  can  be  deformed 
extensively  and  permanently  without  rupturing. 
Metals  with  a  high  plasticity  value  will  produce 
long,  continuous  chips  when  machined  on  a  lathe. 


ELASTICITY 

Elasticity  is  the  ability  of  a  metal  to  return  to 
its  original  size  and  shape  after  an  applied  force 
has  been  removed.  Steel  used  to  make  springs  is 
an  example  of  applying  this  property. 


DUCTILITY 

Ductility  is  the  ability  of  a  metal  to  be 
permanently  deformed  by  bending  or  by  being 
stretched  into  wire  form  without  breaking.  To 
find  the  ductility  of  a  metal,  measure  the 
percentage  of  elongation  which  results  when  the 
metal  is  stretched  during  the  tensile  strength  test. 
Copper  is  an  example  of  a  very  ductile  metal. 


MALLEABILITY 

Malleability  is  the  ability  of  a  metal  to  be 
permanently  deformed  by  a  compression  stress 
produced  by  hammering,  stamping,  or  rolling  the 
metal  into  thin  sheets.  Lead  is  a  highly  malleable 
metal. 


BRITTLENESS 

Brittleness  is  the  tendency  of  a  metal  to  break 
or  crack  with  no  prior  deformation.  Generally, 


brittle  metals. 


TOUGHNESS 

Toughness  is  the  quality  that  enables  a 
material  to  withstand  shock,  to  endure  stresses 
and  to  be  deformed  without  breaking.  A  tough 
material  is  not  easily  separated  or  cut  and  can  be 
bent  first  in  one  direction  and  then  in  the  opposite 
without  fracturing. 


HARDNESS 

Hardness  of  a  metal  is  generally  defined  as  its 
ability  to  resist  indentation,  abrasion  or  wear,  and 
cutting.  The  degree  of  hardness  of  many  metals 
may  be  either  increased  or  decreased  by  being 
subjected  to  one  or  more  heat  treatment  processes. 
In  most  cases,  as  the  hardness  of  a  steel  is 
decreased,  its  toughness  is  increased. 


HARDENABILITY 

Hardenability  is  a  measure  of  the  depth 
(from  the  metal's  surface  toward  its  center) 
that  a  metal  can  be  hardened  by  heat  treatment. 
A  metal  that  achieves  a  shallow  depth  of  hard- 
ness and  retains  a  relatively  soft  and  tough  core 
has  a  low  hardenability  value.  The  hardenability 
of  some  metals  can  be  changed  by  the  addition 
of  certain  alloys  during  the  manufacturing 
process. 


FATIGUE 

Fatigue  is  the  action  which  takes  place  in  a 
metal  after  a  repetition  of  stress.  When  a  sample 
is  broken  in  a  tensile  machine,  a  definite  load  is 
required  to  cause  that  fracture;  however,  the  same 
material  will  fail  under  a  much  smaller  load  if  the 
load  is  applied  and  removed  many  times.  In  this 
way,  a  shaft  may  break  after  months  of  use  even 
though  the  load  has  not  been  changed.  The  pieces 
of  such  a  part  will  not  show  any  sign  of 
deformation;  but  the  mating  areas  of  the  section 
that  fractured  last  will  usually  be  quite  coarse 
grained,  while  the  mating  areas  of  other  sections 
of  the  break  will  show  signs  of  having  rubbed 
together  for  quite  some  time. 


4-2 


highly  resistant  to  practically  all  types  of  corrosive 
agents,  others  to  some  types  of  corrosive  agents, 
and  still  others  to  only  a  very  few  types  of 
corrosive  substances.  Some  metals,  however,  can 
be  made  less  susceptible  to  corrosive  agents  by 
either  coating  or  alloying  them  with  other  metals 
that  are  corrosion  resistant. 


HEAT  RESISTANCE 

Heat  resistance  is  the  property  of  a  steel 
or  alloy  that  permits  the  steel  or  alloy  to 
retain  its  properties  at  elevated  temperatures. 
For  example;  red  hardness  in  tungsten  steel;  high 
strength  for  chromium  molybdenum  steel; 
nondeforming  qualities  for  austenitic  stainless 
steel;  malleability  for  forging  steels.  Tungsten  steel 
(which  even  when  red  hot  can  be  used  to  cut  other 
metals)  and  chromium  molybdenum  steel  (which 
is  used  for  piping  and  valves  in  high  temperature, 
high-pressure  steam  systems)  are  examples  of  heat 
resistant  metals. 


WELDABILITY 

Weldability  refers  to  the  relative  ease  with 
which  a  metal  can  be  welded.  The  weldability  of 
a  metal  part  depends  on  many  different  factors. 
The  basic  factor  is  the  chemical  composition  of 
the  elements  that  were  added  during  the  metal's 
manufacture.  A  steel  with  a  low  carbon  content 
will  be  much  easier  to  weld  than  a  metal  with  a 
high  carbon  content.  A  low  alloy  steel  that  has 
a  low  hardenability  value  will  lend  itself  more 
readily  to  welding  than  one  with  a  high 
hardenability  value.  The  welding  procedure, 
such  as  gas  or  arc  welding,  also  must  be 
considered.  The  design  of  the  part,  its  thickness, 
surface  condition,  prior  heat  treatments,  and 
the  method  of  fabrication  of  the  metal  also 
affect  the  weldability.  Charts  are  available 
that  provide  guidelines  concerning  the  weldability 
of  a  metal  and  the  recommended  welding 
procedure.  The  weldability  of  a  metal  should  be 
considered  an  integral  part  of  planning  a  job  that 
requires  the  manufacture  or  repair  of  equipment 
components  if  any  metal  buildup  or  weld  joint 
is  involved. 


IU.I.IA  V/J. 


used  in  machine  shops.  The  machinability  of  each 
metal  is  given  as  a  percentage  of  100,  with  Bl  1 12, 
a  resulphurized,  free-machining  steel,  used  as  a 
basis  for  comparison.  The  higher  rated  metals  can 
be  cut  using  a  higher  cutting  speed  or  surface  feet 
per  minute  than  those  with  lower  ratings. 

There  are  several  factors  that  affect  the 
machinability  of  a  metal:  a  variation  in  the 
amount  or  type  of  alloying  element,  the  method 
used  by  the  manufacturer  to  form  the  metal  bar 
(physical  condition),  any  heat  treatment  which  has 
changed  the  hardness,  the  type  of  cutting  tool  used 
(high-speed  steel  or  carbide)  and  whether  or  not 
a  cutting  fluid  is  used.  Information  concerning 
some  of  these  factors  will  be  discussed  later  in  this 
chapter  and  in  chapter  8.  Details  of  the  AISI  and 
SAE  designations  used  in  the  chart  are  explained 
later  in  this  chapter. 


METALS 

Metals  are  divided  into  two  general  types — 
ferrous  and  nonferrous.  Ferrous  metals  are  those 
whose  major  element  is  iron.  Iron  is  the  basis  for 
all  steels.  Nonferrous  metals  are  those  whose 
major  element  is  not  iron,  but  they  may  contain 
a  small  amount  of  iron  as  an  impurity. 


FERROUS  METALS 

Iron  ore,  the  basis  of  all  ferrous  metals,  is 
converted  to  metal  (pig  iron)  in  a  blast  furnace. 
Alloying  elements  can  be  added  later  to  the  pig 
iron  to  obtain  a  wide  variety  of  metals  with 
different  characteristics.  The  characteristics  of 
metal  can  be  further  changed  and  improved  by 
heat  treatment  and  by  hot  or  cold  working. 


Pig  Iron 

The  product  of  the  blast  furnace  is  called  pig 
iron.  In  early  smelting  practice,  the  arrangement 
of  the  sand  molds  into  which  the  molten  crude 
iron  was  drawn  resembled  groups  of  nursing  pigs, 
hence  the  name. 


4-3 


Table  4-1.— Machinability  Rating 


SAE-AISI     BHN    Machinability 
Numbers  % 

Plain  Carbon  Steels 


SAE-AISI 
Numbers 


BHN 


B-1006    147 

78 

B-1010   147 

78 

C-1008    175 

66 

C-1010   172 

65 

C-1015    160 

72 

C-1016    148 

78 

C-1017    163 

72 

C-1019   146 

78 

C-1020   162 

72 

C-1022    147 

78 

C-1023    154 

75 

C-1025   162 

72 

C-1030   164 

70 

C-1035    162 

70 

C-1040    179 

64 

C-1043    178 

64 

C-1045    199 

60 

C-1046   203 

57 

C-1050   210 

55 

C-1054   217 

53 

C-1055   221 

52 

C-1059   222 

52 

C-1060    223 

51 

C-1064   224 

50 

C-1065    229 

50 

C-1069    231 

48 

C-1070    230 

49 

C-1075    238 

48 

C-1080    271 

42 

C-1085    269 

42 

C-1090    273 

42 

C-1095    274 

42 

Resulphurlzed  Carbon  Steels 

Bessemer  FCC 

C-1106    150 

79 

C-1108    149 

80 

C-1109    152 

81 

C-1110    148 

83 

B-llll    131 

94 

B-1112    122 

100 

B-1113    101 

132 

C-1113    120 

100 

C-1115    150 

81 

C-1116    139 

94 

C-1118    139 

91 

C-1119    120 

100 

C-1125    152 

81 

C-1126    150 

81 

C-1137    169 

72 

C-1138    164 

75 

C-1140    171 

72 

C-1146    167 

76 

C-1151    180 

70 

Manganese  Steels 

Mn  1.75% 

1320   210 

57 

1321   212 

59 

NE  1330   210 

60 

1335   211 

60 

NE  1340   216 

57 

Nickel  Steels 

NI  3.50% 

2317     185 

66 

2330     220 

55 

2335     242 

51 

2340     210 

57 

2345     231 

51 

Nickel  Steels 
NI  5. 00* 

2512   210 

2515    212 

NE  2517    215 


Machinability 

% 


SAE-AISI    BHN    Machinability 
Numbers  % 


Nickel -Chrome  Steels 

NI  1.25* 

Cr  0.655!  or  0.80* 


3115 
3120 
3130 
3135 
3140 
3145 
3150 


191 
190 
213 
225 
282 
192 
201 


66 
66 
57 
53 
44 
64 
60 


Nickel -Chrome  Steels 
NI  3. SOX  Cr  1.55% 


E  3310 
E  3316 


241 
250 


Molybdenum  Steels 
Mo  0.25% 


4017 
4023 
4024 
4027 
4028 
4032 
4037 
4042 
4047 
4053 
4063 


185 
182 
182 
212 
191 
184 
189 
198 
204 
261 
153 


Chrome-Moly  Steels 
Cr  0.95%  Mo  0.20% 


4130 
E  4132 
4135 
4137 
E  4137 
4140 
4142 
4145 
4147 
4150 


181 
190 
189 
209 
205 
212 
227 
221 
219 
242 


78 
78 
78 
66 
72 
76 
73 
70 
65 
53 
52 


72 
72 
70 
65 
67 
62 
59 
60 
60 
59 


Nickel -Chrome-Moly  Steels 
NI  1.80%  Cr  0.50%  Mo  0.25% 


4317 

215 

60 

4320 

201 

63 

E  4337 

243 

54 

4340 

240 

57 

E  4340 

239 

57 

Nickel  -Moly 

Steels 

NI  1.80%  Mo 

0.25% 

4608 

242 

58 

E  4617 

201 

66 

4615 

192 

66 

4620 

198 

64 

X  4620 

193 

66 

E  4620 

202 

64 

4621 

199 

66 

4640 

198 

66 

E  4640 

245 

51 

Nickel  -Moly  Steels 
NI  '3.50%  Mo  0.25% 

4812     249 
4815     256 
4817     251 
4820     248 

51 
51 
51 
53 

Chrome  Steels 
Cr  0.30%  or  0.60% 

5045     188 
5046     186 

70 
70 

Chrome  Steels 

Cr  0.80%,  0.95%  or  1.05% 


5120 
5130 
5132 
5135 
5140 
5145 
5147 
5150 
5152 


187 
241 
189 
188 
192 
210 
211 
215 
216 


75 
57 
72 
72 
70 
65 
66 
64 
64 


Carbon-Chrome  Steels 

C  1.00% 

Cr  0.50%,  1.00%  or  1.45% 


E  50100  211 
E  51100  221 
E  52100  220 


45 
40 
40 


Chrome-Vanadium  Steels 
Cr  0.85%  or  0.95% 
V  0.10%  or  0.15% 


6102 
6145 
6150 
6152 


202 
182 
192 
195 


57 
66 
60 
60 


Nickel -Chrome-Moly  Steels 
N1  0.55%  Cr  0.50%  Mo  0.20% 


8617 

182 

66 

8620 

183 

66 

8622 

185 

65 

8625 

189 

62 

8627 

188 

64 

8630 

161 

72 

8635 

165 

70 

8637 

164 

70 

8640 

172 

66 

8642 

177 

65 

8645 

182 

64 

8647 

194 

60 

8650 

195 

60 

8653 

203 

56 

8655 

205 

57 

8660 

215 

54 

Nickel -Chrome-Moly  Steels 
NI  0.55%  Cr  0.50%  Mo  0.259% 


8719 
8720 
8735 
8740 
8742 
8747 
8750 


175 
178 
171 
183 
185 
192 
194 


67 
66 
70 
66 
64 
60 
60 


Manganese-Silicon  Steels 
Mn  0.55%  SI  2.00% 


9255 
9260 
9262 


122 
238 
235 


54 
51 
49 


SAE-AISI   BHN  Machinability 
Numbers          % 

Nickel -Chrome-Moly  Steels 
N1  3.25%  Cr  1.20*  Mo  0.12* 


E  9310 
E  9315 
E9317 


243 
238 
239 


48 
50 
49 


Manganese-Nickel  -Chrome-Moly 

Steels 

Mn  1.00*  N1  0.45* 

Cr  0.40%  Mo  0.12* 


9437 
9440 
9442 
9445 


182 
183 
179 
181 


66 
66 
66 
64 


Nickel -Chrome-Moly  Steels 
N1  0.55*  Cr  0.17%  Mo  0.20* 


9747 
9763 


187 
215 


64 
54 


Nickel -Chrome-Moly  Steels 
N1  1.00*  Cr  0.80%  Mo  0.25* 


9840 
9845 
9850 


232 
238 
242 


Stainless  Steels 

302 

303* 

304 

308+ 

309+ 

314+ 

317+ 

321 

330* 

347 

403 

410 

416* 

420 

420  F* 

430 

430  F** 

440 

440  A 

440  B 

440  C 

440  F* 


50 
49 
45 


45 
60 
45 
27 
28 
32 
29 
36 
27 
36 
39 
54 
72 
57 
79 
54 
91 
37 
45 
42 
40 
59 


+  Poorest  Machining  Properties. 
*  Fairly  Good  Machlnlng-Contaln 

Sulfur  and  Selenium.' 
**  Best  Machining  Properties. 

Cast  Iron 


Soft      130 
Medium    168 
Hard      243 

81 
64 

47 

Malleable  Iron 

Malleable 
Iron    115 
Malleable 
Iron    135 

106 
80 

Cast  Steel 

Cast  Steel  121 
Cast  Steel  219 
Cast  Steel  245 

85 
50 
44 

amounts  of  impurities,  is  seldom  used  directly  as 
an  industrial  manufacturing  material.  It  is, 
however,  used  as  the  basic  ingredient  in  making 
cast  iron,  wrought  iron,  and  steel. 

Cast  Iron 

Cast  iron  is  produced  by  resmelting  a  charge 
of  pig  iron  and  scrap  iron  in  a  furnace  and 
removing  some  of  the  impurities  from  the  molten 
metal  by  using  various  fluxing  agents.  There  are 
many  grades  of  cast  iron,  based  on  strength  and 
hardness.  The  quality  depends  upon  the  extent  of 
refining,  the  amount  of  scrap  iron  used,  and  the 
method  of  casting  and  cooling  the  molten  metal 
when  it  is  drawn  from  the  furnace.  The  higher 
the  proportion  of  scrap  iron,  the  lower  the  grade 
of  cast  iron.  Cast  iron  has  some  degree  of 
corrosion  resistance  and  great  compressive 
strength,  but  at  best  is  brittle  and  has  a 
comparatively  low  tensile  strength.  Therefore,  it 
has  very  limited  use  in  marine  service. 

Wrought  Iron 

Wrought  iron  is  a  highly  refined  pure  iron 
which  has  uniformly  distributed  particles  of  slag 
in  its  composition.  Wrought  iron  is  considerably 
softer  than  cast  iron  and  has  a  fibrous  internal 
structure,  created  by  the  rolling  and  squeezing 
given  to  it  when  it  is  being  made.  Like  cast  iron, 
wrought  iron  is  fairly  resistant  to  corrosion  and 
fatigue.  Wrought  iron,  because  of  these 
characteristics,  is  used  extensively  for  low-pressure 
pipe,  rivets,  and  nails. 

Plain  Carbon  Steels 

Pig  iron  is  converted  into  steel  by  a  process 
which  separates  and  removes  impurities  from  the 
molten  iron  by  use  of  various  catalytic  agents  and 
extremely  high  temperatures.  During  the  refining 
process,  practically  all  of  the  carbon  originally 
present  in  the  pig  iron  is  burned  out.  In  the  final 
stages  when  higher  carbon  alloys  are  desired, 
measured  amounts  of  carbon  are  added  to  the 
relatively  pure  liquid  iron  to  produce  carbon  steel 
of  a  desired  grade.  The  amount  of  carbon  added 
controls  the  mechanical  properties  of  the  finished 
steel  to  a  large  extent,  as  will  be  pointed  out  in 
succeeding  paragraphs.  After  the  steel  has  been 
drawn  from  the  furnace  and  allowed  to  solidify, 
it  may  be  sent  either  to  the  stockpile  or  to  shaping 


Plain  steels  that  have  small  additions  of  sulfur 
(and  sometimes  phosphorous)  are  called  free 
cutting  steels.  These  steels  have  good  machining 
characteristics  and  are  used  in  applications  similar 
to  carbon  steels.  The  addition  of  sulfur  and 
phosphorous  limits  their  ability  to  be  formed  hot. 

LOW  CARBON  STEEL  (0.05%  TO  0.30% 
carbon),  usually  referred  to  as  mild  steel,  can  be 
easily  cut  and  bent  and  does  not  have  great  tensile 
strength,  as  compared  with  other  steels.  Low 
carbon  steels  which  have  less  than  0.15%  carbon 
are  usually  more  difficult  to  machine  than  steel 
with  a  higher  carbon  content. 

MEDIUM  CARBON  STEEL  (0.30%  TO 
0.60%  carbon)  is  considerably  stronger  than  low 
carbon  steel.  Heat  treated  machinery  parts  are 
made  of  this  steel. 

HIGH  CARBON  STEEL  (0.60%  to  1.50% 
carbon)  is  used  for  many  machine  parts,  hand- 
tools,  and  cutting  tools,  and  is  usually  referred 
to  as  carbon  tool  steel.  Cutting  tools  of  high 
carbon  steel  should  not  be  used  when  the  cutting 
temperature  will  exceed  400  °F. 

Alloy  Steels 

The  steels  discussed  thus  far  are  true  alloys  of 
iron  and  carbon.  When  other  elements  are  added 
to  iron  during  the  refining  process,  the  resulting 
metal  is  called  alloy  steel.  There  are  many  types, 
classes,  and  grades  of  alloy  steel. 

Alloy  steels  usually  contain  several  different 
alloying  elements,  with  each  one  contributing  a 
different  characteristic  to  the  metal.  Alloying 
elements  can  change  the  machinability,  har den- 
ability,  weldability,  corrosion  resistance  and  the 
surface  appearance  of  the  metal.  Knowledge  of 
how  each  of  the  alloying  elements  affects  a  metal 
will  allow  you  to  more  readily  select  the  best  metal 
for  a  given  application  and  then  to  determine 
which,  if  any,  heat  treatment  process  should  be 
used  to  achieve  the  best  mechanical  properties. 
A  few  of  the  more  common  alloy  steels  and  the 
effects  of  certain  alloying  elements  upon  the 
mechanical  properties  of  steel  are  discussed  briefly 
in  the  following  paragraphs. 

CHROMIUM.— Chromium  is  added  to  steel 
to  increase  hardenability,  corrosion  resistance, 
toughness,  and  wear  resistance.  The  most 


4-5 


is  often  used  to  manufacture  parts  which  will 
be  subjected  to  acids  and  saltwater  and  for 
such  parts  as  ball  bearings,  shafts  and  valve  stems 
in  applications  involving  high-pressure  and  high 
temperature. 

VANADIUM.— Vanadium  is  added  in  small 
quantities  to  steel  to  increase  tensile  strength, 
toughness,  and  wear  resistance.  It  is  most 
often  combined  with  chromium  and  is  used  for 
crankshafts,  axles,  piston  rods,  springs,  and  other 
parts  where  high  strength  and  fatigue  resistance 
are  required.  Greater  amounts  of  vanadium  are 
added  to  high-speed  steel  cutting  tools  to 
prevent  tempering  of  their  cutting  edges  when 
high  temperatures  are  generated  by  the  cutting 
action. 

NICKEL. — Nickel  is  added  to  steel  to  increase 
corrosion  resistance,  strength,  toughness,  and 
wear  resistance.  Nickel  is  used  in  small  amounts 
in  the  steel  for  armor  plating  of  a  ship  due  to  its 
resistance  to  cracking  when  penetrated.  Greater 
amounts  of  nickel  are  added  to  chromium  to 
produce  a  metal  which  withstands  severe  work- 
ing conditions.  Crankshafts,  rear  axles,  and  other 
parts  subjected  to  repeated  shock  are  made  from 
nickel  chrome  steel. 

MOLYBDENUM.— Molybdenum  is  added  to 
steel  to  increase  toughness,  hardenability,  shock 
resistance  and  resistance  to  softening  at  high 
temperatures.  Molybdenum  steel  is  used  for 
transmission  gears,  heavy  duty  shafts,  and 
springs.  Carbon  molybdenum  (CMo)  and  chrome 
molybdenum  (CrMo)  are  two  alloy  steels  with 
molybdenum  added  that  are  widely  used  in  high 
temperature  piping  systems  in  Navy  ships. 
Relatively  large  amounts  of  molybdenum  are  used 
to  form  some  of  the  cutting  tools  used  in  the 
machine  shop. 

TUNGSTEN. — Tungsten  is  used  primarily  in 
high-speed  steel  or  cemented  carbide  cutting  tools. 
It  is  this  alloy  that  gives  the  cutting  tools 
their  hard,  wear  resistant  and  heat  resistant 
characteristics.  Tungsten  has  the  additional 
property  of  being  air-hardening  and  allows  tools 
to  be  hardened  without  using  oil  or  water  to  cool 
the  tool  after  heating. 


are  included  among  me  nonierrous  metals.  You 
will  find  that  these  metals,  and  their  alloys  such 
as  brass,  bronze,  copper-nickel,  and  so  on,  are 
used  in  large  amounts  in  the  construction  and 
maintenance  of  Navy  ships. 

Copper  Alloys 

Copper  is  a  metal  which  lends  itself  to  a  variety 
of  uses.  You  will  see  it  aboard  ship  in  the  form 
of  wire,  rod,  bar,  sheet,  plate,  and  pipe.  As  a 
conductor  of  both  heat  and  electricity,  copper 
ranks  next  to  silver;  it  also  offers  a  high  resistance 
to  saltwater  corrosion. 

Copper  becomes  hard  when  worked  but  can 
be  softened  easily  by  being  heated  to  a  cherry  red 
and  then  cooled.  Its  strength,  however,  decreases 
rapidly  at  temperatures  above  400  °F. 

Pure  copper  is  normally  used  in  molded  or 
shaped  forms  when  machining  is  not  required. 
Copper  for  normal  shipboard  use  generally  is 
alloyed  with  an  element  that  provides  good 
machinability  characteristics. 

BRASS. — Brass  is  an  alloy  of  copper  and  zinc. 
Complex  brasses  contain  additional  alloying 
agents,  such  as  aluminum,  lead,  iron,  manganese, 
or  phosphorus.  Naval  brass  is  a  true  brass 
containing  about  60%  copper,  39%  zinc,  and  1% 
tin  added  for  corrosion  resistance.  It  is  used  for 
propeller  shafts,  valve  stems,  and  marine 
hardware. 

Brass  used  by  the  Navy  is  classified  as  either 
leaded  or  unleaded,  meaning  that  small  amounts 
of  lead  may  or  may  not  be  used  in  the  copper- 
zinc  mixture.  The  addition  of  lead  improves  the 
machinability  of  brass. 

BRONZE.— Bronze  is  primarily  an  alloy  of 
copper  and  tin,  although  several  other  alloying 
elements  are  added  to  produce  special  bronze 
alloys.  Aluminum,  nickel,  phosphorous,  silicon 
and  manganese  are  the  most  widely  used  alloy- 
ing metals.  Some  of  the  more  common  alloys, 
their  chemical  analyses  and  some  general  uses  are 
listed  in  the  following  paragraphs  to  give  you  an 
idea  of  how  basic  bronze  is  changed. 

GUN  METAL.— Gun  metal,  a  copper-tin 
alloy,  contains  approximately  86%-89%  copper 
(Cu),  7  l/2%-9%  tin  (Sn),  3%-5%  zinc  Zn), 
0.3%  lead  (Pb),  0.15%  iron  (Fe),  0.05% 


4-6 


alloy,  the  term  "copper-tin"  is  used  only  to 
designate  the  major  alloying  elements.  Gun  metal 
bronze  is  used  for  bearings,  bushings,  pump 
bodies,  valves,  impellers,  and  gears. 

ALUMINUM  BRONZE.— Aluminum  bronze 
is  actually  a  copper-aluminum  alloy  that  does  not 
contain  any  tin.  It  is  made  of  86%  copper, 
8  l/2%-9%  aluminum  (Al),  2  l/2%-4%  iron 
and  1%  of  miscellaneous  alloys.  It  is  used  for 
valve  seats  and  stems,  bearings,  gears,  propellers, 
and  marine  hardware. 

COPPER-NICKEL.— Copper-nickel  alloy  is 
used  extensively  aboard  ship  because  of  its  high 
resistance  to  the  corrosive  effects  of  saltwater.  It 
is  used  in  piping  and  tubing.  In  sheet  form  it  is 
used  to  construct  small  storage  tanks  and  hot 
water  reservoirs.  Copper-nickel  alloy  may  contain 
either  70%  copper  and  30%  nickel  or  90% 
copper  and  10%  nickel.  It  has  the  general  working 
characteristics  of  copper  but  must  be  worked  cold. 

These  and  the  many  other  copper  alloys 
commonly  used  by  the  Navy  have  certain  physical 
and  mechanical  properties  (imparted  by  the 
various  alloying  elements)  which  cause  one  alloy 
to  be  more  effective  than  another  for  a  given 
application.  Remember  this  if  you  go  to  the  metal 
storage  rack  and  select  a  bronze-looking  metal 
without  regard  to  the  specific  type.  The  part  you 
make  may  fail  prematurely  in  spite  of  the  skill  and 
attention  to  detail  that  you  use  to  machine  it. 


Nickel  Alloys 

Nickel  is  a  hard,  malleable,  and  ductile  metal. 
It  is  resistant  to  corrosion  and  therefore  often  is 
used  as  a  coating  on  other  metals.  Combined  with 
other  metals,  it  makes  a  tough  strong  alloy. 

NICKEL-COPPER,  —Nickel-copper  alloys 
are  stronger  and  harder  than  either  nickel  or 
copper.  They  have  high  resistance  to  corrosion 
and  are  strong  enough  to  be  substituted  for 
steel  when  corrosion  resistance  is  of  primary 
importance.  Probably  the  best  known  nickel- 
copper  alloy  is  Monel  (the  trademark  for  a 
product  of  the  International  Nickel  Company). 
Monel  contains  approximately  65%  nickel,  30% 
copper,  and  a  small  percentage  of  iron, 
manganese,  silicon,  and  cobalt.  Monel  is  used  for 
pump  shafts  and  internal  parts,  valve  seats  and 


K-MONEL.— K-Monel,  also  a  trademark,  is 
essentially  the  same  as  Monel  except  that  it  con- 
tains about  3%  aluminum  and  is  harder  and 
stronger  than  other  grades  of  Monel.  K-Monel 
stock  is  very  difficult  to  machine;  however,  you 
can  improve  the  metal's  machinability  con- 
siderably by  annealing  it  immediately  before 
machining.  K-Monel  is  used  for  the  shaft  sleeves 
on  many  pumps  because  of  its  resistance  to  the 
heating  and  rubbing  action  of  the  packing. 

There  are  several  other  nickel  alloys  that  you 
may  find  used  in  Navy  equipment.  INCONEL, 
INCONEL-X;  H,  S,  R,  and  KR  MONEL  are  a 
few  of  the  more  common  alloys. 

Aluminum  Alloys 

Aluminum  is  being  used  more  and  more  in 
ship  construction  because  of  light  weight,  easy 
workability,  good  appearance,  and  other  desirable 
properties.  Pure  aluminum  is  soft  and  not  very 
strong.  When  alloying  elements  such  as 
magnesium,  copper,  nickel,  and  silicon  are  added, 
however,  a  much  stronger  metal  is  produced. 

Each  of  the  aluminum  alloys  has  properties 
developed  specifically  for  a  certain  type  of 
application.  The  hard  aluminum  alloys  are  easier 
to  machine  than  the  soft  alloys  and  often  are  equal 
to  low  carbon  steel  in  strength. 

Zinc  Alloys 

Zinc  is  a  comparatively  soft,  yet  somewhat 
brittle  metal.  Its  tensile  strength  is  only  slightly 
greater  than  that  of  aluminum.  Because  of  its 
resistance  to  corrosion,  zinc  is  used  as  a 
protective  coating  for  less  corrosion  resistant 
metals,  principally  iron  and  steel.  There  are 
three  methods  of  applying  a  zinc  coating: 
(1)  electroplating  in  a  zinc-acid  solution;  (2)  hot 
dipping,  in  which  the  metal  is  dipped  into  a  bath 
of  molten  zinc;  (3)  sherardizing,  in  which  zinc  is 
reduced  to  a  gaseous  state  and  deposited  on  the 
base  metal. 

Pure  zinc,  having  a  strong  anodic  potential, 
is  used  to  protect  the  hulls  of  steel  ships  against 
electrolysis  between  dissimilar  metals  caused  by 
electric  currents  set  up  by  saltwater.  Zinc  plates 
bolted  on  the  hull,  especially  near  the  propellers, 
decompose  quite  rapidly,  but  in  doing  so,  greatly 
reduce  localized  pitting  of  the  hull  steel. 


4-7 


parts  used  in  electrical  appliances.  This  alloy  is 
often  mistakenly  referred  to  as  the  copper  and 
lead  alloy  called  "pot-metal." 

Tin  Alloys 

Pure  tin  is  seldom  used  except  as  a  coating  for 
food  containers,  sheet  steel  and  in  some  applica- 
tions involving  electroplating  to  build  up  the  metal 
surfaces  of  some  equipment  (motor  end  bell  bear- 
ing housings).  Several  different  grades  of  tin 
solder  are  made  by  adding  either  lead  or 
antimony.  One  of  the  primary  uses  of  tin  by  the 
Navy  is  to  make  bearing  babbitt.  About  5% 
copper  and  10%  antimony  are  added  to  85%  tin 
to  make  this  alloy.  There  are  various  grades  of 
babbitt  used  in  bearings  and  each  grade  may  have 
additional  alloying  elements  added  to  give  the 
babbitt  the  properties  required. 

Lead  Alloys 

Lead  is  probably  the  heaviest  metal  with 
which  you  will  work.  A  cubic  foot  of  it  weighs 
approximately  700  pounds.  It  has  a  grayish  color 
and  is  amazingly  pliable.  It  is  obtainable  in  sheets 
and  pigs.  The  sheets  normally  are  wound  around 
a  rod  and  pieces  can  be  cut  off  quite  easily.  One 
of  the  most  common  uses  of  lead  is  as  an  alloying 
element  in  soft  solder. 


DESIGNATIONS  AND  MARKINGS 

OF  METALS 

You  must  have  knowledge  of  the  standard 
designations  of  metals  and  the  systems  of  marking 
metals  used  by  the  Navy  and  industry  so  you  can 
select  the  proper  material  for  a  specific  job.  There 
are  several  different  numbering  systems  currently 
in  use  by  different  trade  associations,  societies, 
and  producers  of  metals  and  alloys  that  you  may 
find  on  blueprints  and  specifications  of  equipment 
that  you  will  be  required  to  repair.  You  may  find 
several  different  designations  which  refer  to  a 
metal  with  the  same  chemical  composition,  or 
several  identical  designations  which  refer  to  metals 
with  different  chemical  compositions.  A  book 
published  by  the  Society  of  Automotive 
Engineers,  Inc.  (SAE),  entitled  Unified  Number- 
ing System  of  Metals  and  Alloys  and  Cross  Index 
of  Chemically  Similar  Specifications,  provides  a 


of  the  numbering  systems  that  you  may  need  to 
identify  are: 

Aluminum  Association  (AA) 
American  Iron  and  Steel  Institute  (AISI) 
Society  of  Automotive  Engineers  (SAE) 
Aerospace  Materials  Specifications  (AMS) 
American  National  Standards  Institute  (ANSI) 

American  Society  of  Mechanical  Engineers 
(ASME) 

American  Society  for  Testing  and  Materials 
(ASTM) 

Copper  Development  Association  (CD A) 

Military  Specification  (MIL-S-XXXX,  MIL- 

N-XXXX) 

Federal    Specification    (QQ-N-XX,    QQ-S- 

XXX) 

The  Unified  Numbering  System,  which  is 
presented  in  the  book,  lists  all  the  different 
designations  for  a  metal  and  assigns  one  number 
that  identifies  the  metal.  This  system  of  number- 
ing covers  only  the  composition  of  the  metal  and 
not  the  condition,  quality  or  form  of  the  metal. 
Use  of  the  Unified  Numbering  System  by  the 
various  metal  producers  is  voluntary  and  it  could 
be  some  time  before  any  widespread  uses  is 
evident.  (Another  publication  that  will  be  useful 
is  NAVSEA  0900-LP-038-8010,  Ship  Metallic 
Material  Comparison  and  Use  Guide.) 

The  two  major  systems  used  for  iron  and  steel 
are  those  of  the  Society  of  Automotive  Engineers 
(SAE)  and  the  American  Iron  and  Steel  Institute 
(AISI).  The  Aluminum  Association  method  is 
used  for  aluminum;  other  nonferrous  metals  are 
designated  by  the  percentage  and  types  of 
elements  in  their  composition.  The  Navy  uses 
these  methods  of  designation  as  a  basis  for 
marking  metals  so  they  can  be  identified  readily. 

FERROUS  METAL  DESIGNATIONS 

You  should  be  familiar  with  the  SAE  and  AISI 
systems  of  steel  classifications.  These  systems, 


4-8 


the  steel.  The  major  difference  between  the  two 
systems  is  that  the  AISI  system  normally  uses  a 
letter  before  the  numbers  to  show  the  process  used 
in  making  the  steel.  The  letters  used  are  as  follows: 
B — Acid  Bessemer  carbon  steel;  C — Basic  open- 
hearth  or  basic  electric  furnace  carbon  steel;  and 
E — Electric  furnace  alloy  steel.  Example: 


SAE 


AISI 


10 


10 


20 


20 


1       t     t 


Basic  Open 

Hearth  Carbon 

Steel 


Plain  Carbon 
Steel 


Carbon 
Content 


A  description  of  these  numbering  systems  is 
provided  in  the  following  paragraphs. 

The  first  digit  normally  indicates  the  basic  type 
of  steel.  The  different  groups  are  designated  as 
follows: 

1  —  Carbon  steel 

2  —  Nickel  steel 

3  —  Nickel-chromium  steel 

4  —  Molybdenum  steel 

5  —  Chromium  steel 

6  —  Chromium-vanadium  steel 

8  —  Nickel-chrome-molybdenum  steel 

9  —  Silicon-manganese  steel 

The  second  digit  normally  indicates  a  series 
within  the  group.  The  term  "series"  usually  refers 
to  the  percentage  of  the  major  alloying  element. 
Sometimes  the  second  digit  gives  the  actual 
percentage  of  the  chief  alloying  element;  in  other 
cases,  the  second  digit  may  indicate  the  relative 
position  of  the  series  in  a  group  without  reference 
to  the  actual  percentage. 

The  third,  fourth,  and  fifth  digits  indicate  the 
average  carbon  content  of  the  steel.  The  carbon 
content  is  expressed  in  points;  for  example: 
2  points  =  0.02%,  20  points  =  0.20%,  and 
100  points  =  1.00%.  To  make  the  various  steels 
fit  into  this  classification,  it  is  sometimes  necessary 
to  vary  the  system  slightly.  However,  you  can 


(1)  SAE  1035:  The  first  digit  is  1,  so  this  is 
a  carbon  steel.  The  second  digit,  0,  indicates  that 
there  is  no  other  important  alloying  element; 
hence,  this  is  a  PLAIN  carbon  steel.  The  next 
two  digits,  35,  indicate  that  the  AVERAGE 
percentage  of  carbon  in  steels  of  this  series  is 
0.35%.  There  are  also  small  amounts  of  other 
elements   in   this   steel,    such   as   manganese, 
phosphorus,  and  sulfur. 

(2)  SAE  1146:  This  is  a  resulfurized  carbon 
steel  (often  called  free  cutting  steel).  The  first  digit 
indicates    a    carbon    steel    with    an    average 
manganese  content  of  1.00%  and  an  average 
carbon  content  of  0.46%.  The  amount  of  sulfur 
added  to  this  steel  ranges  from  0.08%  to  0.13%. 
These  two  elements,  (manganese  and  sulfur)  in 
this  great  a  quantity  make  this  series  of  steel  one 
of  the  most  easily  machined  steels  available. 

(3)  SAE  4017:  The  first  digit,  4,  indicates  that 
this  is  a  molybdenum  steel.  The  second  digit,  0, 
indicates  that  there  is  no  other  equally  important 
alloying    element;    hence,    this    is    a   plain 
molybdenum  steel.  The  last  two  digits,  17,  indicate 
that  the  average  carbon  content  is  0.17%. 

Other  series  within  the  molybdenum  steel 
group  are  indicated  by  the  second  digit.  If  the 
second  digit  is  1,  the  steel  is  chromium- 
molybdenum  steel;  if  the  second  digit  is  3,  the  steel 
is  a  nickel-chromium-molybdenum  steel;  if  the 
second  digit  is  6,  the  steel  is  a  nickel-molybdenum 
steel.  In  such  cases,  the  second  digit  does  not 
indicate  the  actual  percentage  of  the  alloying 
elements,  other  than  molybdenum. 

(4)  SAE   51100:  This  number  indicates   a 
chromium  steel  (first  digit)  with  approximately 
1.0%  chromium  (second  digit)  and  an  average 
carbon  content  of  1.00%  (last  three  digits).  The 
actual  chromium  content  of  SAE  51 100  steels  may 
vary  from  0.95%  to  1.10%. 

(5)  SAE  52100:   This  number  indicates   a 
chromium  steel  (first  digit)  of  a  higher  alloy  series 
(second  digit)  than  the  SAE  51100  steel  just 
described.  Note,  however,  that  in  this  case  the 
second  digit,  2,  merely  identifies  the  series  but 
does  NOT  indicate  the  percentage  of  chromium. 
A  52100  steel  will  actually  have  from  1.30%  to 
1.60%  chromium  with  an  average  carbon  content 
of  1.00%  (last  three  digits). 


4-9 


The  current  commonly  used  tool  steels  are 
classified  by  the  American  Iron  and  Steel  Institute 
into  seven  major  groups  and  each  commonly 
accepted  group  or  subgroup  is  assigned  an 
alphabetical  letter.  Methods  of  quenching, 
applications,  special  characteristics,  and  steels  for 
particular  industries  are  considered  in  this  type 
classification  of  tool  steels  as  follows: 

Group  Symbol  and  type 

Water  hardening  ----     W 
Shock  resisting  ......     S 

!O—  Oil  hardening 
A—  Medium  alloy 
D  —  High  carbon-high-chromium 

Hot  work  ..........     H—  (HI  to  H19  incl.  chromium 

base,  H20  to  H39  incl. 
tungsten  base,  H40  to  H59 
incl.  Molybdenum  base) 


High-speed 


(  Jr- 
[  M— 


base 
Molybdenum  base 


Special  purpose  .....  (L-Low  alloy 
I  F 


Carbon  tungsten 


Mold  steels  .........     P 


Navy  blueprints  and  the  drawings  of  equip- 
ment furnished  in  the  manufacturers'  technical 
manuals  usually  specify  materials  by  Federal  or 
Military  specification  numbers.  For  example,  the 
coupling  on  a  particular  oil  burner  is  identified 
as  "cast  steel,  class  B,  MIL-S-15083."  This 
particular  cast  steel  does  not  have  any  other 
designation  under  the  various  other  metal 
identification  systems  as  there  are  no  chemically 
similar  castings.  On  the  other  hand,  a  valve  stem 
which  has  a  designated  material  of  "MIL-S-862 
class  410"  (a  chromium  stainless  steel)  may  be 
cross  referenced  to  several  other  systems.  Some 
of  the  chemically  similar  designations  for  "MIL- 
S-862  class  410"  are  as  follows: 

SAE  =  J405  (51410) 

Federal  Spec.  =  QQ-S-763(410) 

AISI  =  410 

ASTM  =  A176(410) 

ASM  =  5504 

ASME  =  SA194 


NONFERROUS  METAL 
DESIGNATIONS 

Nonferrous  metals  are  generally  grouped 
according  to  the  alloying  elements.  Examples  of 
these  groups  are  brass,  bronze,  copper-nickel,  and 
nickel-copper.  Specific  designations  of  an  alloy 
are  described  by  the  amounts  and  chemical 
symbols  of  the  alloying  elements.  For  example, 
a  copper-nickel  alloy  might  be  described  as 
copper-nickel,  70  Cu-30  Ni.  The  70  Cu  represents 
the  percentage  of  copper,  and  the  30  Ni  represents 
the  percentage  of  nickel. 

Common  alloying  elements  and  their  symbols 
are: 

Aluminum Al 

Carbon C 

Chromium Cr 

Cobalt Co 

Copper Cu 

Iron Fe 

Lead Pb 

Manganese Mn 

Molybdenum Mo 

Nickel Ni 

Phosphorus P 

Silicon  Si 

Sulphur S 

Tin Sn 

Titanium Ti 

Tungsten W 

Vanadium V 

Zinc Zn 

In  addition  to  the  type  of  designations 
previously  described,  a  trade  name  (such  as  Monel 
or  Inconel)  is  sometimes  used  to  designate  certain 
alloys. 


system  described  for  steels.  The  numerals 
assigned,  with  their  meaning  for  the  first  digits 
of  this  system,  are: 

Aluminum    (99.00%    minimum      Ixxx 
and  greater) 

Major  Alloying  Element 

Copper  2xxx 

Manganese  3xxx 

Silicon  4xxx 

Magnesium  5xxx 

Magnesium  and  silicon  6xxx 

Zinc  7xxx 

Other  element  8xxx 

The  first  digit  indicates  the  major  alloying  element 
and  the  second  digit  indicates  alloy  modifications 
or  impurity  limits.  The  last  two  digits  identify  the 
particular  alloy  or  indicate  the  aluminum  purity. 

In  the  Ixxx  group  for  99.00%  minimum 
aluminum,  the  last  two  digits  indicate  the 
minimum  aluminum  percentage  to  the  right  of  the 
decimal  point.  The  second  digit  indicates 
modifications  in  impurity  limits.  If  the  second 
digit  in  the  designation  is  zero,  there  is  no 
special  control  on  individual  impurities.  Digits 
1  through  9,  indicate  some  special  control  of  one 
or  more  individual  impurities.  As  an  example, 
1030  indicates  a  99.30%  minimum  aluminum 
without  special  control  on  individual  impurities, 
and  1 130, 1230,  1330,  and  so  on  indicate  the  same 
purity  with  special  control  of  one  or  more 
individual  impurities. 

Designations  2  through  8  are  aluminum  alloys. 
In  the  2xxx  through  8xxx  alloy  groups,  the  second 
digit  in  the  designation  indicates  any  alloy 
modification.  The  last  two  of  the  four  digits  in 
the  designation  have  no  special  significance  but 
serve  only  to  identify  the  different  alloys  in  the 
group. 

In  addition  to  the  four-digit  alloy  designation, 
a  letter  or  letter/number  is  included  as  a  temper 
designation.  The  temper  designation  follows  the 
four-digit  alloy  number  and  is  separated  from  it 


solution  neat  treated, 
then  artificially  aged;  T6  is  the  temper  designa- 
tion. The  aluminum  alloy  temper  designations  and 
their  meanings  are: 

W    Fabricated 

O    Annealed  recrystallized  (wrought  only) 

H    Strain  hardened  (wrought  only) 

HI,  plus  one  or  more  digits,  strain 
hardened  only 

H2,  plus  one  or  more  digits,  strain 
hardened  then  partially  annealed 

H3,  plus  one  or  more  digits,  strain 
hardened  then  stabilized 

W    Solution  heat  treated— unstable  temper 

T    Treated  to  produce  stable  tempers  other 
than  F,  O,  or  H 

T2    Annealed  (cast  only) 

T3  Solution  heat  treated,  then  cold 
worked 

T4  Solution  heat  treated  and  naturally 
aged  to  a  substantially  stable  condi- 
tion 

T5    Artificially  aged  only 

T6  Solution  heat  treated,  then  artifi- 
cially aged 

T7    Solution  heat  treated,  then  stabilized 

T8  Solution  heat  treated,  cold  worked, 
then  artificially  aged 

T9  Solution  heat  treated,  artificially 
aged,  then  cold  worked 

T10  Artificially  aged,  then  cold  worked 

Note  that  some  temper  designations  apply  only 
to  wrought  products,  others  to  cast  products,  but 
most  apply  to  both.  A  second  digit  may  appear 
to  the  right  of  the  mechanical  treatment.  This 
second  digit  indicates  the  degree  of  hardening; 
2  is  1/4  hard,  4  is  1/2  hard,  6  is  3/4  hard,  and 
8  is  full  hard.  For  example,  the  alloy  5456-H32 
is  an  aluminum/magnesium  alloy,  strain  hardened 
then  stabilized,  and  1/4  hard. 


STANDARD  MARKING  OF  METALS 

Metals  used  by  the  Navy  are  usually  marked 
with   the   continuous   identification   marking 


4-11 


system.  This  system  will  be  explained  in  the 
following  paragraphs.  Do  not  depend  only  on  the 
markings  to  ensure  that  you  are  using  the  correct 
metal.  Often,  the  markings  provided  by  the  metal 
producer  will  be  worn  off  or  cut  off  and  you  are 
left  with  a  piece  of  metal  that  you  are  not  sure 
about.  Additional  systems,  such  as  separate 
storage  areas  or  racks  for  different  types  of  metal 
or  etching  on  the  metal  with  an  electric  etcher 
could  save  you  time  later  on. 

CONTINUOUS  IDENTIFICATION 
MARKING 

The  continuous  identification  marking  system, 
which  is  described  in  Federal  Standards  is  a  means 
for  positive  identification  of  metal  products  even 
after  some  portions  have  been  used.  In  the 
continuous  identification  marking  system,  the 
markings  appear  at  intervals  of  not  more  than  3 
feet.  Thus,  if  you  cut  off  a  piece  of  bar  stock, 
the  remaining  portions  will  still  carry  the  proper 
identification.  Some  metals,  such  as  small  tubing, 


coils  of  wire,  and  small  bar  stock  cannot  be 
marked  readily  by  this  method.  On  these  items, 
tags  with  the  required  marking  information  are 
fastened  to  the  metal. 

The  continuous  identification  marking  is 
actually  "printed"  on  the  metals  with  a  heavy  ink 
that  is  almost  like  a  paint. 

The  manufacturer  is  required  to  make  these 
markings  on  materials  before  delivery.  The  mark- 
ing intervals  for  various  shapes  and  forms,  are 
specified  in  the  Federal  Standard  previously 
mentioned.  Figure  4-1  shows  the  normal  spacing 
and  layout. 

For  metal  products,  the  continuous  identifica- 
tion marking  must  include  (1)  the  producer's  name 
or  registered  trademark  and  (2)  the  commercial 
designation  of  the  material.  In  nonferrous  metals 
the  government  specification  for  the  material  is 
often  used.  The  producer's  name  or  trademark 
shown  is  that  of  the  producer  who  performs  the 
final  processing  or  finishing  operation  before  the 
material  is  marketed.  The  commercial  designation 
includes  (1)  a  material  designation  such  as  an  SAE 


BARS 


PRODUCERS  NAME 
OR  TRADEMARK          1035      AQ       NORM      HT  69321 


HEAT  OR  PROCESSING  NUMBER 
(NORMALLY  USED  BY  MANUFACTURER) 


PHYSICAL  CONDITION 


COMMERCIAL  DESIGNATION 


SHEET 
—  8'  — 


PRODUCER  S  NAME 
OR  TRADEMARK       MIL-S-7809       HT6875 


PRODUCERS  NAME 
OR  TRADEMARK       MIL-S-7809    HT6875 


PRODUCER  S  NAME 
OR  TRADEMARK       MIL-S-7809     HT6875 


IN  SOME  CASES,  COMMERCIAL  DESIGNATIONS 
ARE  USED  INSTEAD  OF  SPECIFICATIONS 


designation — that  is,  the  designation  of  temper 
or  other  physical  condition  approved  by  a 
nationally  recognized  technical  society  or 
industrial  association  such  as  the  American 
Iron  and  Steel  Institute.  Some  of  the  physical 
conditions  and  quality  designations  for  various 
metal  products  are  listed  below: 

CR cold  rolled 

CD cold  drawn 

HR  hot  rolled 

AQ  aircraft  quality 

CQ commercial  quality 

1/4H quarter  hard 

1/2H half  hard 

H hard 

HTQ high  tensile  quality 

AR as  rolled 

HT heat  treated 

G ground 


lead,  zinc,  and  aluminum  have  certain  identifying 
characteristics— surface  appearance  and  weight- 
by  which  persons  who  work  with  or  handle  these 
materials  readily  distinguish  one  from  another. 
There  are,  however,  a  number  of  related  alloys 
which  resemble  each  other  and  their  base  metal 
so  closely  that  they  defy  accurate  identification 
by  simple  means. 

There  are  other  means  of  rapid  identification 
of  metals.  These  methods,  however,  do  not 
provide  positive  identification  and  should  not  be 
used  in  critical  situations  where  a  specific  metal 
is  required.  Some  of  the  methods  that  will  be 
discussed  here  are  magnet  tests,  chip  tests,  file 
tests,  acid  reaction  tests,  and  spark  tests.  The  latter 
two  are  the  most  commonly  used  by  the  Navy. 
Table  4-2  contains  information  related  to  surface 
appearance,  magnetic  reaction,  lathe  chip  test, 
and  file  test.  The  acid  test  and  the  spark  test  are 
discussed  in  more  detail  in  the  next  sections.  When 
you  perform  these  tests,  you  should  have  a  known 
sample  of  the  desired  material  and  make  a 


Table  4-2.— Rapid  Identification  of  Metals 


Metal 

Surface  Appearance 
or  markings 

Reaction  to  a 
Magnet 

Lathe  Chip  test 

Color  of  freshly 
filed  surface 

White  cast  Iron 

Dull  gray 

Strong 

Short,  crumbly  chips 

Silvery  white 

Gray  cast  Iron 

Dull  gray 

Strong 

Short,  crumbly  chips 

Light  silvery  gray 

Aluminum 

L/lght  gray  to  white 
dull  or  brilliant 

None 

Easily  cut,  smooth 
ong  chips 

White 

Brass 

Yellow  to  green  or 
brown 

None 

Smooth  long  chips 
slightly  brittle 

Reddish  yellow  to 
yellowish  white 

Bronze 

Red  to  brown 

•tone 

Short  crumbly 
chips 

Reddish  yellow  to 
yellowish  white 

Copper 

Smooth;  red  brown 
to  green  (oxides) 

None 

Smooth  long  pliable 
chips 

Bright  copper 
color 

Copper-nickel 

Smooth;  gray  to 
yellow  or  yellowish 
green 

Mono 

Smooth,  continuous 
chips 

Bright  silvery 
white 

Lead 

White  to  gray; 
smooth,  velvety- 

None 

Cut  by  knife,  any 
shape  chip 

White 

Nickel 

Dark  gray;  smooth; 
sometimes  green 
(oxides) 

Medium 

Cuts  easily,  smooth 
continuous  chip 

Bright  silvery 
white 

Nickel-copper 

Dark  gray,  smooth 

Very  slight 

Continuous  chip; 
tough  to  cut 

Light  gray 

Plain  carbon  steel 

Dark  gray;  may  be 
rusty 

Strong 

Varies  depending 
upon  carbon  content 

Bright  silvery 
gray 

Stainless  steel  (18-8) 
(25-20)  "Note  1  below" 

Dark  gray,  dull  to 
brilliant;  usually 
clean 

None  (faint  If 
severely  cold 
worked) 

Varies  depending 
upon  heat  treatment 

Bright  silvery 
gray 

Zinc 

Whitish  blue,  may 
be  mottled 

None 

Easily  cut;  long 
stringy  chips 

White 

l'    Stainless  steels  that  have  less  than  26  percent  alloying  elements  react  to  magnet. 

4-13 


comparison.  You  will  also  need  good  lighting,  a 
strong  permanent  magnet,  and  access  to  a  lathe. 
A  word  of  caution:  when  you  perform  these  tests, 
DO  NOT  be  satisfied  with  the  results  of  only  one 
test.  Use  as  many  tests  as  possible  so  you  can 
increase  the  chances  of  making  an  accurate 
identification. 


SPARK  TEST 

Spark  testing  is  the  identification  of  a  metal 
by  observing  the  color,  size,  and  shape  of  the 
spark  stream  given  off  when  the  metal  is  held 
against  a  grinding  wheel.  This  method  of 
identification  is  adequate  for  most  machine  shop 
purposes.  When  the  exact  composition  of  a  metal 
must  be  known,  a  chemical  analysis  must  be 
made.  Identification  of  metals  by  the  spark  test 
method  requires  considerable  experience.  To  gain 
this  experience,  you  will  need  to  practice  by 
comparing  the  spark  stream  of  unknown 
specimens  with  that  of  sample  specimens  of 
known  composition.  Many  shops  maintain 
specimens  of  known  composition  for  comparison 
with  unknown  samples. 

Proper  lighting  conditions  are  essential  for 
good  spark  testing  practice.  You  should  perform 
the  test  in  an  area  where  there  is  enough  light,  but 
should  avoid  harsh  or  glaring  light.  In  many  ships 
you  may  find  that  a  spark  test  cabinet  has  been 
erected.  Generally,  these  cabinets  consist  of  a  box 
mounted  on  the  top  of  a  workbench  and  have  a 
dark  painted  interior.  A  bench  grinder  is  mounted 
inside  the  cabinet.  Test  specimens  of  known 
composition  are  contained  in  shelves  at  the  end 
of  the  cabinet.  Where  possible,  the  testing  area 
should  be  away  from  heavy  drafts  of  air,  because 
air  drafts  can  change  the  tail  of  the  spark  stream 
and  may  result  in  improper  identification  of  the 
sample. 

The  speed  of  the  grinding  wheel  and  the 
pressure  you  exert  on  the  samples  greatly  affect 
the  spark  test.  The  faster  the  speed  of  the  wheel, 
the  larger  and  longer  the  spark  stream  will  be. 
(Generally  speaking,  a  suitable  grinding  wheel  for 
spark  testing  is  an  8-inch  wheel  turning  at  3600 
rpm.  This  provides  a  surface  speed  of  7,537  feet 
per  minute.)  The  pressure  of  the  piece  against  the 
wheel  has  a  similar  effect:  the  more  pressure 
applied  to  the  test  piece,  the  larger  and  longer  the 
spark  stream  will  be.  Hold  the  test  piece  lightly 
but  firmly  against  the  wheel  with  just  enough 
pressure  to  prevent  the  piece  from  bouncing. 
Remember,  you  must  apply  the  same  amount  of 


pressure  to  the  test  specimen  as  to  the  sample 
are  testing. 

The  grain  size  of  the  grinding  wheel  sh< 
be  from  30  to  60  grains.  Be  sure  to  keep  the  \\ 
clean  at  all  times.  A  wheel  loaded  with  part 
of  metal  will  give  off  a  spark  stream  of  the 
of  metal  in  the  wheel  mixed  with  the  spark  sti 
of  the  metal  being  tested.  This  will  ten< 
confuse  you  and  prevent  you  from  proi 
identifying  the  metal.  Dress  the  wheel  before 
begin  spark  testing  and  before  each  new  tei 
a  different  metal. 

The  spark  test  is  made  by  holding  a  sai 
of  the  material  against  a  grinding  wheel. 
sparks  given  off,  or  the  lack  of  sparks,  assi 
identifying  the  metal.  The  length  of  the  s; 
stream,  its  color,  and  the  type  of  sparks  an 
features  for  which  you  should  look.  Then 
four  fundamental  spark  forms  produced  wh 
sample  of  metal  is  held  against  a  power  grir 
(See  fig.  4-2.)  Part  A  shows  shafts,  b 
breaks,  and  arrows.  The  arrow  or  spearhe; 
characteristic  of  molybdenum,  a  metallic  elei 
of  the  chromium  group  which  resembles  iron 
is  used  for  forming  steel-like  alloys  with  car 


Figure  4-2.— Fundamental  spark  forms. 


shows  shafts  and  sprigs  or  sparklers  which  indicate 
a  high  carbon  content.  Part  C  shows  shafts,  forks, 
and  sprigs  which  indicate  a  medium  carbon 
content.  Part  D  shows  shafts  and  forks  which 
indicate  a  low  carbon  content. 

The  greater  the  amount  of  carbon  present  in 
a  steel,  the  greater  the  intensity  of  bursting  that 
will  take  place  in  the  spark  stream.  To  under- 
stand the  cause  of  the  bursts,  remember  that  while 
the  spark  is  glowing  and  in  contact  with  the 
oxygen  of  the  air,  the  carbon  present  in  the 
particle  is  burned  to  carbon  dioxide  (CO2).  As  the 
solid  carbon  combines  with  oxygen  to  form  COa 
in  the  gaseous  state,  the  increase  in  volume  builds 
up  a  pressure  that  is  relieved  by  an  explosion  of 
the  particles.  If  you  examine  the  small  steel 
particles  under  a  microscope  when  they  are  cold, 
you  will  see  that  they  are  hollow  spheres  with  one 
end  completely  blown  away. 

Steels  having  the  same  carbon  content  but 
different  alloying  elements  are  not  always  easily 
identified  because  alloying  elements  affect  the 
carrier  lines,  the  bursts,  or  the  forms  of 
characteristic  bursts  in  the  spark  picture.  The 
effect  of  the  alloying  element  may  retard  or 
accelerate  the  carbon  spark  or  make  the  carrier 
line  lighter  or  darker  in  color.  Molybdenum,  for 
example,  appears  as  a  detached,  orange-colored, 
spearhead  on  the  end  of  the  carrier  line.  Nickel 
seems  to  suppress  the  effect  of  the  carbon  burst. 
But  the  nickel  spark  can  be  identified  by  tiny 
blocks  of  brilliant  white  light.  Silicon  suppresses 
the  carbon  burst  even  more  than  nickel.  When 
silicon  is  present,  the  carrier  line  usually  ends 
abruptly  in  a  flash  of  white  light. 

To  make  the  spark  test,  hold  the  piece  of  metal 
on  the  wheel  so  that  you  throw  the  spark  stream 
about  12  inches  at  a  right  angle  to  your  line  of 
vision.  You  will  need  to  spend  a  little  time  to 
discover  at  just  what  pressure  you  must  hold  the 
sample  to  get  a  stream  of  this  length  without 
reducing  the  speed  of  the  grinder.  Do  not  press 
too  hard  because  the  pressure  will  increase  the 
temperature  of  the  spark  stream  and  the  burst. 
It  will  also  give  the  appearance  of  a  higher  carbon 
content  than  that  of  the  metal  actually  being 
tested.  After  practicing  to  get  the  feel  of  correct 
pressure  on  the  wheel  until  you  are  sure  you  have 
it,  select  a  couple  of  samples  of  metal  with  widely 
varying  characteristics;  for  example,  low-carbon 


careful  to  strike  the  same  portion  of  the  wheel 
with  each  piece.  With  your  eyes  focused  at  a  point 
about  one-third  the  distance  from  the  tail  end  of 
the  stream  of  sparks,  watching  only  those  sparks 
which  cross  the  line  of  vision,  you  will  find  that 
after  a  little  while  you  will  form  a  mental  image 
of  the  individual  spark.  After  you  can  fix  the 
spark  image  in  mind,  you  are  ready  to  examine 
the  whole  spark  picture. 

Notice  that  the  spark  stream  is  long  (about  70 
inches  normally)  and  that  the  volume  is 
moderately  large  in  low-carbon  steel,  while  in  high 
carbon  steel  the  stream  is  shorter  (about  55  inches) 
and  large  in  volume.  The  few  sparklers  which  may 
occur  at  any  place  in  low  carbon  steel  are  forked, 
while  in  high  carbon  steel  the  sparklers  are  small 
and  repeating  and  some  of  the  shafts  may  be 
forked.  Both  will  produce  a  white  spark  stream. 

White  cast  iron  produces  a  spark  stream 
approximately  20  inches  long  (see  fig.  4-3).  The 
volume  of  sparks  is  small  with  many  small, 
repeating  sparklers.  The  color  of  the  spark  stream 
close  to  the  wheel  is  red,  while  the  outer  end  of 
the  stream  is  straw-colored. 

Gray  cast  iron  produces  a  stream  of  sparks 
about  25  inches  long.  It  is  small  in  volume  with 
fewer  sparklers  than  in  the  stream  from  white  cast 
iron.  The  sparklers  are  small  and  repeating.  Part 
of  the  stream  near  the  grinding  wheel  is  red,  and 
the  outer  end  of  the  stream  is  straw-colored. 

The  malleable  iron  spark  test  will  produce  a 
spark  stream  about  30  inches  long.  It  is  of 
moderate  volume  with  many  small,  repeating 
sparklers  toward  the  end  of  the  stream.  The 
entire  stream  is  straw-colored. 

The  wrought  iron  spark  test  produces  a  spark 
stream  about  65  inches  long.  The  stream  has  a 
large  volume  with  few  sparklers.  The  sparklers 
show  up  toward  the  end  of  the  stream  and  are 
forked.  The  stream  next  to  the  grinding  wheel  is 
straw-colored,  while  the  outer  end  of  the  stream 
is  a  bright  red. 

Stainless  steel  produces  a  spark  stream 
approximately  50  inches  long,  of  moderate 
volume,  and  with  few  sparklers.  The  sparklers  are 
forked.  The  stream  next  to  the  wheel  is  straw- 
colored,  while  at  the  end  it  is  white. 


4-15 


LOW  CARBON  AND  CAST  STEEL 


MALLEABLE  IRON 


GRAY  CAST  IRON 


WROUGHT  IRON 


HIGH  CARBON  STEEL 


STAINLESS  STEEL 


WHITE  CAST   IRON  NICKEL 

Figure  4-3.— Spark  pictures  formed  by  common  metals. 


11.37 


Nickel  produces  a  spark  stream  only  about  10 
inches  long.  It  is  small  in  volume  and  orange  in 
color.  The  sparks  form  wavy  streaks  with  no 
sparklers. 

Monel  forms  a  spark  stream  almost  identical 
to  that  of  nickel  and  must  be  identified  by  other 
means.  Copper,  brass,  bronze,  and  lead  form  no 
sparks  on  the  grinding  wheel,  but  they  are  easily 
identified  by  other  means,  such  as  color, 
appearance,  and  chip  tests. 

You  will  find  the  spark  tests  easy  and 
convenient  to  make.  They  require  no  special 
equipment  and  are  adaptable  to  most  any 
situation.  Here  again,  experience  is  the  best 
teacher. 

ACID  TEST 

The  nitric  acid  test  is  the  most  commonly  used 
test  for  metal  identification  in  the  Navy  today; 


it  is  used  only  in  noncritical  situations.  For  rapid 
identification  of  metal,  the  nitric  acid  test  is  one 
of  the  easiest  tests  to  use  and  requires  no  special 
training  in  chemistry  to  perform.  It  is  most  helpful 
in  distinguishing  between  stainless  steel,  Monel, 
copper-nickel,  and  carbon  steels.  Whenever  you 
perform  an  acid  test,  be  sure  to  observe  the 
following  safety  precautions. 

•  NEVER  open  more  than  one  container  of 
acid  at  one  time. 

•  In  mixing,  always  pour  acid  slowly  into 
water.  NEVER  pour  water  into  acid  because  an 
explosion  is  likely  to  occur. 

•  If  you  spill  any  acid,  dilute  it  with  plenty 
of  water  to  weaken  it  so  it  can  be  safely  swabbed 
up  and  disposed  of. 


4-16 


Then  wash  with  a  solution  of  borax  and  water. 

•  Wear  CLEAR-LENS  safety  goggles  to 
ensure  the  detection  of  the  reaction  of  metal  to 
an  acid  test  which  may  be  evidenced  by  a  color 
change,  the  formation  of  a  deposit,  or  the 
development  of  a  spot. 

•  Conduct  tests  in  a  well-ventilated  area. 

To  perform  the  nitric  acid  test,  place  one  or 
two  drops  of  concentrated  (full  strength)  nitric 
acid  on  a  metal  surface  that  has  been  cleaned  by 
grinding  or  filing.  Observe  the  resulting  reaction 
(if  any)  for  about  2  minutes.  Then,  add  three  or 
four  drops  of  water,  one  drop  at  a  time,  and 
continue  observing  the  reaction.  If  there  is  no 
reaction  at  all,  the  test  material  may  be  one  of 
the  stainless  steels.  A  reaction  that  results  in  a 
brown-colored  liquid  indicates  a  plain  carbon 
steel.  A  reaction  producing  a  brown  to  black  color 
indicates  a  gray  cast  iron  or  one  of  the  alloy  steels 
containing  as  its  principal  element  either 
chromium,  molybdenum,  or  vanadium.  Nickel 
steel  reacts  to  the  nitric  acid  test  by  forming  a 
brown  to  greenish-black  liquid,  while  a  steel 
containing  tungsten  reacts  slowly  to  form  a 
brown-colored  liquid  with  a  yellow  sediment. 

When  nonferrous  metals  and  alloys  are  sub- 
jected to  the  nitric  acid  test,  instead  of  the  brown- 
black  colors  that  usually  appear  when  ferrous 
metals  are  tested,  various  shades  of  green  and  blue 
appear  as  the  material  dissolves.  Except  for 
nickel  and  Monel,  the  reaction  is  vigorous.  The 
reaction  of  nitric  acid  on  nickel  proceeds  slowly, 
developing  a  pale  green  color.  On  Monel,  the 
reaction  takes  place  at  about  the  same  rate  as  on 
ferrous  metals,  but  the  characteristic  color  of  the 
liquid  is  greenish-blue.  Brass  reacts  vigorously, 
with  the  test  material  changing  to  a  green  color. 
Tin  bronze,  aluminum  bronze,  and  copper  all 
react  vigorously  in  the  nitric  acid  test,  with  the 
liquid  changing  to  a  blue-green  color.  Aluminum 
and  magnesium  alloys,  lead,  lead-silver,  and  lead- 
tin  alloys  are  soluble  in  nitric  acid,  but  the  blue 
or  green  color  is  lacking. 

From  the  information  given  thus  far,  it  is  easy 
to  see  that  you  will  need  considerable  visual  skill 
to  identify  the  many  different  reactions  of  metals 
to  nitric  acid.  There  are  acid  test  kits  available 
containing  several  different  solutions  to  identify 
the  different  metals.  Some  of  the  kits  can 
identify  between  the  different  series  of  stainless 


quickly  with  these  tests.  A  chemical  laboratory 
is  available  in  most  large  repair  ships  and  shore 
repair  facilities.  The  personnel  assigned  are  also 
available  to  identify  various  metals  in  more  critical 
situations  or  when  a  greater  degree  of  accuracy 
is  required  on  a  repair  job. 


HEAT  TREATMENT 

Heat  treatment  is  the  operations,  including 
heating  and  cooling  of  a  metal  in  its  solid  state, 
that  develop  or  enhance  a  particular  desirable 
mechanical  property,  such  as  hardness,  toughness, 
machinability,  or  uniformity  of  strength.  The 
theory  of  heat  treatment  is  based  upon  the  effect 
that  the  rate  of  heating,  degree  of  heat,  and  the 
rate  of  cooling  have  on  the  molecular  structure 
of  a  metal. 

There  are  several  forms  of  heat  treating.  The 
forms  commonly  used  for  ferrous  metals  are: 
annealing,  normalizing,  hardening,  tempering, 
and  case-hardening.  Detailed  procedures  for  the 
various  heat  treatments  of  metals  and  the  theories 
behind  them  are  beyond  the  scope  of  this  manual. 
However,  since  you  will  run  across  the  terms  from 
time  to  time  and  will  probably  perform  some  of 
the  heat  treatment  processes  under  the  supervision 
of  an  MR1  or  MRC,  we  will  discuss  some  of  the 
general  terminology. 

ANNEALING 

The  chief  purposes  of  annealing  are  (1)  to 
relieve  internal  strains  and  (2)  to  make  a  metal 
soft  enough  for  machining.  Annealing  is  the 
process  of  heating  a  metal  to  and  holding  it  at  a 
suitable  temperature  and  then  cooling  it  at  a 
suitable  rate,  for  such  purposes  as  reducing  hard- 
ness, improving  machinability,  facilitating  cold 
working,  producing  a  desired  microstructure  or 
obtaining  desired  mechanical,  physical  or  other 
properties. 

Besides  rendering  metal  more  workable, 
annealing  can  also  be  used  to  alter  other  physical 
properties,  such  as  magnetism  and  electrical 
conductivity.  Annealing  is  often  used  for 
softening  nonferrous  alloys  and  pure  metals  after 
they  have  been  hardened  by  cold  work.  Some  of 
these  alloys  require  annealing  operations  which 
are  different  from  those  for  steel. 

For  ferrous  metals,  the  annealing  method  most 
commonly  used,  if  a  controlled  atmosphere 


4-17 


furnace  is  not  available,  is  to  place  the  metal  in 
a  cast  iron  box  and  cover  it  with  sand  or  fire  clay. 
Packing  this  material  around  the  metal  prevents 
oxidation.  The  box  is  then  placed  in  the  furnace, 
heated  to  the  proper  temperature,  held  there  for 
a  sufficient  period,  and  then  allowed  to  cool 
slowly  in  the  sealed  furnace. 

Instructions  for  annealing  the  more  common 
metals: 

CAST  IRON:  Heat  slowly  to  between  1400° 
and  1800°F,  depending  on  composition.  Hold  at 
the  specific  temperature  for  30  minutes,  and  then 
allow  the  metal  to  cool  slowly  in  the  furnace  or 
annealing  box. 

COPPER:  Heat  to  925  °F.  Quench  in  water. 
A  temperature  as  low  as  500  °F  will  relieve  most 
of  the  stresses  and  strains. 

ZINC:  Heat  TO  400  °F.  Cool  in  open,  still  air. 

ALUMINUM:  Heat  to  750 °F.  Cool  in  open 
air.  This  reduces  hardness  and  strength  but 
increases  electrical  conductivity. 

NICKEL-COPPER  ALLOYS  INCLUDING 
MONEL:  Heat  to  between  1400°  and  1450  °F. 
Cool  by  quenching  in  water  or  oil. 

NICKEL-MOLYBDENUM-IRON  and 
NICKEL-MOLYBDENUM-CHROMIUM  AL- 
LOYS (Stellate):  Heat  to  between  2100°  and 
21  SOT.  Hold  at  this  temperature  for  a  suitable 
time,  depending  on  thickness.  Follow  by  rapid 
cooling  in  a  quenching  medium. 

BRASS:  Annealing  to  relieve  stress  may  be 
done  at  a  temperature  as  low  as  600  °F.  Fuller 
anneals  may  be  done  with  increased  temperatures. 
Larger  grain  size  and  loss  of  strength  will  result 
from  too  high  temperatures.  Do  NOT  anneal  at 
temperatures  exceeding  1300  °F.  Slowly  cool  the 
brass  to  room  temperature.  Either  wrap  the  part 
with  heat  retarding  cloth  or  bury  it  in  slaked  lime 
or  other  heat  retarding  material. 

BRONZE:  Heat  to  HOOT.  Cool  in  an  open 
furnace  to  SOOT  or  place  in  a  pan  to  avoid  uneven 
cooling  caused  by  air  drafts. 

NORMALIZING 

Normalizing  is  the  process  of  heating  a 
ferrous  alloy  to  a  suitable  temperature  above  the 


critical  temperature  or  transformation  range  (see 
section  on  hardening)  and  then  cooling  in  still 
air.  Normalizing  relieves  stresses  and  strains 
caused  by  welding,  forging  and  uneven  cooling. 
Normalizing  also  removes  the  effects  of  previous 
heat  treatments. 

HARDENING 

Cutting  tools,  chisels,  twist  drills,  and  many 
other  pieces  of  equipment  and  tools  must  be 
hardened  to  enable  them  to  retain  their  cutting 
edges.  Surfaces  of  roller  bearings,  parallel  blocks, 
and  armor  plate  must  be  hardened  to  prevent  wear 
or  penetration.  Metals  and  alloys  can  be  hardened 
in  several  ways;  a  brief  general  description  of  one 
method  of  hardening  follows: 

Each  steel  has  a  critical  temperature  at  which 
a  marked  change  will  occur  in  its  grain  structure 
and  physical  properties.  This  critical  temperature 
varies  according  to  the  carbon  content  of  the  steel. 
To  be  hardened,  steel  must  be  heated  to  a  little 
more  than  this  critical  temperature — to  ensure  that 
every  point  in  it  will  have  reached  critical 
temperature  and  to  allow  for  some  slight  loss  of 
heat  when  the  metal  is  transferred  from  the 
furnace  to  the  cooling  medium.  The  steel  must 
then  be  cooled  rapidly  by  being  quenched  in  oil, 
freshwater,  or  brine.  Quenching  firmly  fixes  the 
structural  changes  which  occurred  during  heating 
and  thus  causes  the  metal  to  remain  hard. 

If  allowed  to  cool  too  slowly,  the  metal  will 
lose  its  hardness.  On  the  other  hand,  to  prevent 
too  rapid  quenching  which  would  result  in 
warping  and  cracking,  it  is  sometimes  necessary 
to  use  oil  instead  of  freshwater  or  saltwater  for 
high  carbon  and  alloy  steels.  Saltwater,  as 
opposed  to  freshwater,  produces  greater  hardness. 

To  prevent  hard  and  soft  spots  when  quench- 
ing, hold  the  part  with  a  set  of  tongs  made  with 
long  handles  and  grips  or  jaws  that  will  hold  the 
part  firmly  but  with  a  minimum  amount  of 
surface  contact.  When  you  submerge  the  part  in 
the  cooling  medium,  rapidly  move  it  up  and  down 
while  moving  it  around  the  cooling  medium 
container  in  a  clockwise  or  counterclockwise 
direction. 

TEMPERING 

The  tempering  process  relieves  strains  that  are 
brought  about  in  steel  during  the  hardening 


hardened  steel  to  a  temperature  below  the  critical 
range,  holding  this  temperature  for  a  sufficient 
time  to  penetrate  the  whole  piece,  and  then 
cooling  the  piece.  In  this  process,  ductility  and 
toughness  are  improved,  but  tensile  strength  and 
hardness  are  reduced. 

CASE  HARDENING 

Case  hardening  is  a  process  of  heat  treating 
by  which  a  hard  skin  is  formed  on  a  metal,  while 
the  inner  part  remains  relatively  soft  and  tough. 
A  metal  that  is  originally  low  in  carbon  is  packed 
in  a  substance  high  in  carbon  content  and  heated 
above  the  critical  range.  The  case  hardening 
furnace  must  give  a  uniform  heat.  The  length  of 
time  the  piece  is  left  in  the  oven  at  this  high  heat 
determines  the  depth  to  which  carbon  is  absorbed. 
A  commonly  used  method  of  case  hardening  is 
to  (1)  carburize  the  material  (an  addition  of 
carbon  during  the  treatment),  (2)  allow  it  to  cool 
slowly,  (3)  reheat,  and  (4)  harden  in  water.  Small 
pieces  such  as  bolts,  nuts,  and  screws,  however, 
can  be  dumped  into  water  as  soon  as  they  are 
taken  out  of  the  carburizing  furnace. 


HARDNESS  TEST 

A  number  of  tests  are  used  to  measure  the 
physical  properties  of  metals  and  to  determine 
whether  a  metal  meets  specification  requirements. 
Some  of  the  more  common  tests  are  hardness 
tests,  tensile  strength  tests,  shear  strength  tests, 
bend  tests,  fatigue  tests,  and  compression  tests. 
Of  primary  importance  to  a  Machinery  Repair- 
man is  the  hardness  test. 

Most  metals  possess  some  degree  of  hard- 
ness— that  is,  the  ability  to  resist  penetration  by 
another  material.  Many  tests  for  hardness  are 
used;  the  simplest  is  the  file  hardness  test.  While 
fair  estimates  of  hardness  can  be  made  by  an 
experienced  workman,  more  consistent  quan- 
titative measurements  are  obtained  with  standard 
hardness  testing  equipment.  Such  equipment 
eliminates  the  variables  of  size,  shape,  and  hard- 
ness of  the  file  selected,  and  of  the  speed,  pressure, 
and  angles  of  the  file  used  by  the  person 
conducting  the  test.  Before  discussing  the  hard- 
ness test  equipment,  let  us  consider  hardness  itself, 
and  the  value  of  such  information  to  a  Machinery 
Repairman. 


resistance  to  machine  tool  cutting,  and  resistance 
to  bending  (stiffness)  by  wrought  products. 
Except  for  resistance  to  penetration,  these 
characteristics  of  hardness  are  not  readily 
measurable.  Consequently,  most  hardness  tests 
are  based  on  the  principle  that  a  hard  material 
will  penetrate  a  softer  one.  In  a  scientific  sense, 
then,  hardness  is  a  measure  of  the  resistance  of 
a  material  to  penetration  or  indentation  by  an 
indenter  of  fixed  size  and  geometrical  shape, 
under  a  specific  load. 

The  information  obtained  from  a  hardness  test 
has  many  uses.  It  may  be  used  to  compare  alloys 
and  the  effects  of  various  heat  treatments  on 
them.  Hardness  tests  are  useful  as  a  rapid, 
nondestructive  method  for  inspecting  and 
controlling  certain  materials  and  processes  and  to 
ensure  that  heat-treated  objects  have  developed 
the  hardness  desired  or  specified.  The  results  of 
hardness  tests  are  useful  not  only  for  comparative 
purposes,  but  also  for  estimating  other  properties. 
For  example,  the  tensile  strength  of  carbon  and 
low-alloy  steels  can  be  estimated  from  the  hard- 
ness test  number.  There  is  also  a  relationship 
between  hardness  and  endurance  or  fatigue 
characteristics  of  certain  steels. 

Hardness  may  be  measured  by  many  types  of 
instruments.  The  most  common  are  the  Rockwell 
and  Brinell  hardness  testers.  Other  hardness  tests 
include  the  Vickers,  Eberbach,  Monotron,  Tukon, 
and  Scleroscope.  Since  there  are  many  tests  and 
the  hardness  numbers  derived  are  not  equivalent, 
the  hardness  numbers  must  be  designated 
according  to  the  test  and  the  scale  used  in  the  test. 
Since  you  are  more  likely  to  have  access  to  a 
Rockwell  tester  than  any  other,  this  method  is 
discussed  in  detail.  The  essential  differences 
between  the  Rockwell  and  Brinell  tests  will  also 
be  discussed  in  the  sections  which  follow.  In 
addition,  the  Scleroscope  and  Vickers  hardness 
tests  will  be  covered  briefly. 

ROCKWELL  HARDNESS  TEST 

Of  all  the  hardness  tests,  the  Rockwell  is  the 
one  most  frequently  used.  The  basic  principle  of 
the  Rockwell  test  (like  that  of  the  Brinell,  Vickers, 
Eberbach,  Tukron,  and  Monotron  tests)  is  that 
a  hard  material  will  penetrate  a  softer  one.  This 
test  operates  on  the  principle  of  measuring  the 
indentation,  in  a  test  piece  of  metal,  made  by  a 
ball  or  cone  of  a  specified  size  which  is  being 
forced  against  the  test  piece  of  metal  with  specified 


4-19 


pressure.  In  the  Rockwell  tester  shown  in 
figure  4-4,  the  hardness  number  is  obtained  by 
measuring  the  depression  made  by  a  hardened 
steel  ball  (indenter)  or  a  spheroconical  diamond 
penetrator  of  a  given  size  under  a  given  pressure. 

With  the  normal  Rockwell  tester  shown,  the 
120°  spheroconnical  penetrator  is  used  in  conjunc- 
tion with  a  150-kilogram  (kg)  weight  to  make 
impressions  in  hard  metals.  The  hardness  number 
obtained  is  designated  Rockwell  C  (Re).  For  softer 
metals,  the  penetrator  is  a  1/16-inch  steel  ball  used 
in  conjunction  with  a  100-kg  weight.  A  hardness 
number  obtained  under  these  conditions  is 
designated  Rockwell  B  (Rb). 

Figure  4-5  illustrates  the  principle  of  indenter 
hardness  tests.  Although  the  conical  penetrator 
is  shown,  the  principle  is  the  same  for  a  ball 
penetrator.  (The  geometry  of  the  indentations 
will,  of  course,  differ  slightly.) 

With  the  Rockwell  tester,  a  deadweight,  acting 
through  a  series  of  levers,  is  used  to  press  the  ball 
or  cone  into  the  surface  of  the  metal  to  be  tested. 
Then  the  depth  of  penetration  is  measured.  The 
softer  the  metal  being  tested,  the  deeper  the 


SMALL 
POINTER 

HARDNESS 
DIAL- 
LING 
NEEDLE 


INDENTER 
ANVIL 


ELEVATING 
WHEEL 


KNURLED 

ZERO 
ADJUSTER 

DEPRESSOR 
BAR 


WEIGHTS 


102.90 
Figure  4-4.— Standard  Rockwell  hardness  testing  machine. 


penetration  will  be  under  a  given  load.  The 
average  depth  of  penetration  on  samples  of  very 
soft  steel  is  only  about  0.008  inch.  The  hardness 
is  indicated  on  a  dial,  calibrated  in  the  Rockwell 
B  and  the  Rockwell  C  hardness  scales.  The  harder 
the  metal,  the  higher  the  Rockwell  number  will 
be.  Ferrous  metals  are  usually  tested  with  the 
spheroconical  penetrator,  with  hardness  numbers 
being  read  from  the  Rockwell  C  scale.  The  steel 
ball  is  used  for  nonferrous  metals  and  the  results 
are  read  on  the  B  scale. 

With  most  indenter-type  hardness  tests,  the 
metal  being  tested  must  be  sufficiently  thick  to 
avoid  bulging  or  marking  the  opposite  side.  The 
specimen  thickness  should  be  at  least  10  times  the 
depth  of  penetration.  It  is  also  essential  that  the 
surface  of  the  specimen  be  flat  and  clean.  When 
hardness  tests  are  necessary  on  thin  material,  a 
superficial  Rockwell  tester  should  be  used. 

The  Rockwell  superficial  tester  differs  from 
the  normal  Rockwell  tester  in  the  amount  of  load 
applied  to  perform  the  test  and  in  the  kind  of  scale 
used  to  interpret  the  results.  When  the  major  loads 
on  the  normal  tester  are  100  and  150  kg,  the  major 
loads  on  the  superficial  tester  are  15,  30,  and  45 
kg.  One  division  on  the  dial  gauge  of  the  normal 
tester  represents  a  vertical  displacement  of  the 
indenter  of  0.002  millimeter  (mm).  One  division 
of  the  dial  gauge  of  the  superficial  tester  represents 
a  vertical  displacement  of  the  indenter  of  0.001 
mm.  Hardness  scales  for  the  Rockwell  superficial 
tester  are  the  N  and  T  scales.  The  N  scale  is  used 
for  materials  that,  if  they  were  thicker,  would 
usually  be  tested  with  the  normal  tester  using  the 
C  scale.  The  T  scale  is  comparable  to  the  B  scale 
used  with  the  normal  tester'.  In  other  respects  the 
normal  and  superficial  Rockwell  testers  are  much 
alike. 

If  you  have  properly  prepared  a  sample  and 
have  selected  the  appropriate  penetrator  and 
weights,  you  can  use  the  following  step-by-step 
procedure  to  operate  a  Rockwell  tester: 

1 .  Place  the  piece  to  be  tested  on  the  testing 
table,  or  anvil. 

2.  Turn  the  wheel  that  elevates  the  testing 
table  until  the  piece  to  be  tested  comes  in  contact 
with  the  testing  cone  or  ball.  Continue  to  turn  the 
elevating  wheel  until  the  small  pointer  on  the 
indicating  gauge  is  nearly  vertical  and  slightly  to 
the  right  of  the  dot. 

3.  Watch  the  long  pointer  on  the  gauge; 
continue  raising  the  work  with  the  elevating  wheel 
until  the  long  pointer  is  nearly  upright — within 
approximately  five  divisions,  plus  or  minus,  on 


CONE -SHAPED 
PENETRATOR 


THIS   INCREASE    IN  DEPTH  OF  PENTRATION,   CAUSED  BY  APPLICATION  OF  MAJOR  LOAD, 
FORMS  THE   BASIS   FOR  THE   ROCKWELL  HARDNESS  TESTER  READINGS. 


Figure  4-5. — Principle  of  Rockwell  hardness  test. 


126.87 


the  scale.  This  step  of  the  procedure  sets  the  minor 
load. 

4.  Turn  the  zero  adjuster,  located  below  the 
elevating  wheel,  to  set  the  dial  zero  behind  the 
pointer. 

5.  Tap  the  depressor  bar  downward  to  release 
the  weights  and  apply  the  major  load.  Watch  the 
pointer  until  it  comes  to  rest. 

6.  Turn  the  crank  handle  upward  and  for- 
ward, thereby  removing  the  major  but  not  the 
minor  load.  This  will  leave  the  penetrator  in 
contact  with  the  specimen  but  not  under  pressure. 

7.  Observe  where  the  pointer  now  comes  to 
rest  and  read  the  Rockwell  hardness  number  on 
the  dial.  If  you  have  made  the  test  with  the 
1/16-inch  ball  and  a  100-kilogram  weight,  take 
the  reading  from  the  red,  or  B,  scale.  If  you  have 
made  the  test  with  the  spheroconical  penetrator 
and  a  weight  of  150  kilograms,  take  the  reading 
from  the  black,  or  C  scale.  (In  the  first  example 
prefix  the  number  by  Rb,  and  in  the  latter  instance 
by  Re.) 

8.  Turn  the  hand  wheel  to  lower  the  anvil. 
Then  remove  the  test  specimen. 


BRINELL  HARDNESS  TEST 

The  Brinell  hardness  testing  machine  provides 
a  convenient  and  reliable  hardness  test.  The 
machine  is  not  suitable,  however,  for  thin  or  small 
pieces.  This  machine  has  a  vertical  hydraulic  press 
design  and  is  generally  hand  operated.  A  lever 
is  used  to  apply  the  load  which  forces  a 
10-millimeter  diameter  hardened  steel  or  tungsten- 
carbide  ball  into  the  test  specimen.  For  ferrous 
metals,  a  3,000-kilogram  load  is  applied.  For 
nonferrous  metals,  the  load  is  500  kilograms.  In 
general,  pressure  is  applied  to  ferrous  metals  for 
10  seconds,  while  30  seconds  is  required  for 
nonferrous  metals.  After  the  pressure  has  been 
applied  for  the  appropriate  time,  the  diameter  of 
the  depression  produced  is  measured  with  a 
microscope  having  an  ocular  scale. 

The  Brinell  hardness  number  (Bhn)  is  the  ratio 
of  the  load  in  kilograms  to  the  impressed  surface 
area  in  square  millimeters.  This  number  is  found 
by  measuring  the  distance  the  ball  is  forced,  under 
a  specified  pressure,  into  the  test  piece.  The 
greater  the  distance,  the  softer  the  metal,  and  the 


4-21 


lower  the  Brinell  hardness  number  will  be. 
The  width  of  the  indentation  is  measured 
with  a  microscope,  and  the  hardness  number 
corresponding  to  this  width  is  found  by  consulting 
a  chart  or  table. 

The  Brinell  hardness  machine  is  of  greatest 
value  in  testing  soft  and  medium-hard  metals  and 
in  testing  large  pieces.  On  hard  steel  the  imprint 
of  the  ball  is  so  small  that  it  is  difficult  to  read. 

SCLEROSCOPE  HARDNESS  TEST 

If  you  place  a  mattress  on  the  deck  and  drop 
two  rubber  balls  from  the  same  height,  one  on 
the  mattress  and  one  on  the  deck,  the  one  dropped 
on  the  deck  will  bounce  higher.  The  reason  is  that 
the  deck  is  the  harder  of  the  two  surfaces;  this 
is  the  principle  upon  which  the  Scleroscope  works. 
When  using  the  Scleroscope  hardness  test,  drop 
a  diamond-pointed  hammer  through  a  guiding 
glass  tube  onto  the  test  piece  and  check  the 
rebound  (bounce)  height  on  a  scale.  The  harder 
the  metal  being  tested,  the  higher  the  hammer  will 
rebound,  and  the  higher  will  be  the  number  on 
the  scale.  The  Scleroscope  is  portable  and  can  be 
used  to  test  the  hardness  of  pieces  too  large  to  be 
placed  on  the  anvil  or  tables  of  other  machines. 
Since  the  Scleroscope  is  portable  and  can  be  held 
in  the  hand,  it  can  be  used  to  test  the  hardness 
of  large  guns  and  marine  and  other  f  orgings  that 
cannot  be  mounted  on  stationary  machines. 
Another  advantage  of  the  Scleroscope  is  that  it 
can  be  used  without  damaging  finished  surfaces. 
The  chief  disadvantage,  however,  of  this  machine, 
is  its  inaccuracy.  The  accuracy  of  the  Scleroscope 
is  affected  by  the  following  factors: 

1.  Small  pieces  do  not  have  the  necessary 
backing  and  cannot  be  held  rigidly  enough  to  give 
accurate  readings. 

2.  If  large  sections  are  not  rigid,  if  they  are 
oddly  shaped,  if  they  have  overhanging  sections, 
or  if  they  are  hollow,  the  readings  may  be  in  error. 

3.  If  oil-hardened  parts  are  tested,  oil  may 
creep  up  the  glass  tube  and  interfere  with  the 
drop  of  the  diamond-pointed  hammer  in  the 
instrument,  thus  causing  an  error. 

VICKERS  HARDNESS  TEST 

The  Vickers  test  measures  hardness  by  a 
method  similar  to  that  of  the  Brinell  test.  The 
indenter,  however,  is  not  a  ball,  but  a  square- 
based  diamond  pyramid,  which  makes  it  accurate 
for  testing  thin  sheets  as  well  as  the  hardest  steels. 


Up  to  an  approximate  hardness  number  of 
300,  the  results  of  the  Vickers  and  the  Brinell  tests 
are  about  the  same.  Above  300,  Brinell  accuracy 
becomes  progressively  lower.  This  divergence 
represents  a  weakness  in  the  Brinell  method — a 
weakness  that  is  the  result  of  the  tendency  of  the 
Brinell  indenter  ball  to  flatten  under  heavy  loads. 
For  this  reason,  Brinell  numbers  over  600  are 
considered  to  be  of  doubtful  reliability. 

If  a  ship  has  one  type  of  hardness  tester  and 
the  specifications  indicated  by  the  blueprint  are 
for  another  type,  a  conversion  table,  such  as 
table  4-3,  may  be  used  to  convert  the  reading. 

File  Hardness  Test 

Hardness  tests  are  commonly  used  to 
determine  the  ability  of  a  material  to  resist 
abrasion  or  penetration  by  another  material. 
Many  methods  have  evolved  for  measuring  the 
hardness  of  metal.  The  simplest  method  is  the  file 
hardness  test.  This  test  cannot  be  used  to  make 
positive  identification  of  metals  but  can  be  used 
to  get  a  general  idea  of  the  type  of  metal  being 
tested  and  to  compare  the  hardness  of  various 
metals  on  hand.  Thus,  when  identification  of 
metals  by  other  means  is  not  possible,  you  can 
use  a  file  to  determine  the  relative  hardness  of 
various  metals.  The  results  of  such  a  test  may 
enable  you  to  select  a  metal  suitable  for  the  job 
being  performed. 

The  file  hardness  test  is  simple  to  perform. 
You  may  hold  the  metal  being  tested  in  your  hand 
and  rested  on  a  bench,  or  put  it  in  a  vise.  Grasp 
the  file  with  your  index  finger  extended  along  the 
file  and  apply  the  file  slowly  but  firmly  to  the 
surface  being  tested. 

If  the  material  is  cut  by  the  file  with  extreme 
ease  and  tends  to  clog  the  spaces  between  the  file 
teeth,  it  is  VERY  SOFT.  If  the  material  offers 
some  resistance  to  the  cutting  action  of  the  file 
and  tends  to  clog  the  file  teeth,  it  is  SOFT.  If  the 
material  offers  considerable  resistance  to  the  file 
but  can  be  filed  by  repeated  effort,  it  is  HARD 
and  may  or  may  not  have  been  treated.  If  the 
material  can  be  removed  only  by  extreme  effort 
and  in  small  quantities  by  the  file  teeth,  it  is  VERY 
HARD  and  has  probably  been  heat  treated.  If  the 
file  slides  over  the  material  and  the  file  teeth  are 
dulled,  the  material  is  EXTREMELY  HARD  and 
has  been  heat  treated. 

The  file  test  is  not  a  scientific  method.  It 
should  not  be  used  when  positive  identification 
of  metal  is  necessary  or  when  an  accurate 
measurement  of  hardness  is  required.  Tests 


4-22 


Hardness 
No.  3,000  kg 

Hardness 
No.  C  Scale 

Approximate 
Xl,000psi 

Hardness 
No.  3,000  kg 

Hardness 
No.  C  Scale 

Approximati 
Xl,000psi 

70C 

477 

50.3C 

234 

69C 

461 

48.8C 

226 

68C 

444 

47.2C 

218 

67C 

429 

45.7C 

210 

767 

66.4C 

376 

415 

44.5C 

203 

757 

65.9C 

371 

401 

43.  1C 

196 

745 

65.3C 

365 

388 

41.8C 

190 

733 

64.7C 

359 

375 

40.4C 

184 

722 

64.0C 

354 

363 

39.1C 

178 

710 

63.3C 

348 

352 

37.9C 

172 

698 

62.5C 

342 

341 

36.6C 

167 

682 

61.7C 

334 

331 

35.5C 

162 

670 

61.0C 

328 

321 

34.3C 

157 

653 

60.0C 

320 

311 

33.  1C 

152 

638 

59.2C 

313 

302 

32.1C 

148 

627 

58.7C 

307 

293 

30.9C 

144 

601 

57.3C 

294 

285 

29.9C 

140 

578 

56.0C 

283 

277 

28.8C 

136 

555 

54.7C 

272 

269 

27.6C 

132 

534 

53.5C 

262 

262 

26.6C 

128 

524 

52.1C 

257 

255 

25.3C 

125 

495 

51.0C 

243 

4-23 


Table  4-3.— Hardness  Conversion  Chart  (Ferrous  Metals)— Continued 


Brinell 
Hardness 

No.  500  kg 

Rockwell 
Hardness 
No.  B  Scale 

Brinell 
Hardness 
No.  500  kg 

Rockwell 
Hardness 
No.  B  Scale 

201 

99.0B 

143 

85.0B 

195 

98.2B 

140 

82.9B 

189 

97.3B 

135 

80.  8B 

184 

96.4B 

130 

80.0B 

179 

95.5B 

120 

75.B 

175 

94.6B 

110 

70.0B 

171 

93.  8B 

100 

63.  5B 

167 

92.8B 

95 

60.0B 

164 

91.  9B 

90 

56.  OB 

161 

90.7B 

85 

52.0B 

158 

90.0B 

80 

47.  OB 

156 

89.0B 

75 

41.  OB 

153 

87.8B 

70 

34.0B 

149 

86.  8B 

65 

26.0B 

146 

86.0B 

already  described  should  be  used  for  positive 
identification  of  metals.  Special  machines,  such 
as  the  Rockwell  and  Brinell  testers,  should  be  used 
when  it  is  necessary  to  determine  accurately  the 
hardness  of  the  material. 


PLASTICS 

Plastic  materials  are  being  increasingly  used 
aboard  ship.  In  some  respects,  they  tend  to 
surpass  structural  metals;  plastic  has  proven  to 
be  shock  resistant,  not  susceptible  to  saltwater 
corrosion,  and  in  casting  it  lends  itself  to  mass 
production  and  uniformity  of  end  product. 


CHARACTERISTICS 

Plastics  are  formed  from  organic  materials, 
generally  with  some  form  of  carbon  as  their 
basic  element.  Plastics  are  referred  to  as 
synthetic  material,  but  this  does  not  necessarily 
mean  that  they  are  inferior  to  natural  material. 
On  the  contrary,  they  have  been  designed 
to  perform  particular  functions  that  no  natural 
material  can  perform.  Plastics  can  be  obtained 
in  a  variety  of  colors,  shapes,  and  forms — 
some  are  as  tough,  but  not  as  hard,  as  steel; 
some  are  as  pliable  as  rubber;  some  are  more 
transparent  than  glass;  and  some  are  lighter  than 
aluminum. 


4-24 


MOPLASTICS — and  it  is  necessary,  if  you  are 
going  to  perform  any  kind  of  shopwork  on 
plastics,  to  know  which  of  these  two  you  are 
using. 

Thermosettings  are  tough,  brittle,  and  heat 
hardened.  When  placed  in  a  flame,  they  will  not 
burn  readily,  if  at  all.  Thermosettings  are  so  hard 
that  they  resist  the  penetration  of  a  knife  blade; 
any  such  attempt  will  dull  the  blade.  If  the  plastic 
is  immersed  in  hot  water  and  allowed  to  remain, 
it  will  neither  absorb  moisture  nor  soften. 

Thermoplastics,  on  the  other  hand,  when 
exposed  to  heat,  become  soft  and  pliable,  or  even 
melt.  When  cooled,  they  retain  the  shape  that  they 
took  under  the  application  of  heat.  Some  ther- 
moplastics will  even  absorb  a  small  amount  of 
moisture,  if  placed  in  hot  water.  A  knife  blade 
will  cut  easily  into  thermoplastics. 

When  testing  a  plastic  by  inserting  it  into  a 
fire,  you  should  exercise  caution,  because  ther- 
moplastics will  burst  into  sudden  intense  flame, 
and  give  off  obnoxious  gases.  If  you  use  the  fire 
test,  be  sure  to  hold  the  plastic  piece  a  considerable 
distance  from  you. 

MAJOR  GROUPS 

While  it  is  not  necessary  for  you  to  know  the 
exact  chemical  composition  of  the  many  plastics 
in  existence,  it  will  be  helpful  to  have  a  general 
idea  of  the  composition  of  the  plastics  you  are 
most  likely  to  use.  Table  4-4  provides  informa- 
tion on  some  groups  of  plastics  which  are  of 
primary  concern  to  a  Machinery  Repairman. 

Laminated  plastics  are  made  by  dipping, 
spraying,  or  brushing  flat  sheets  or  continuous 
rolls  of  paper,  fabric,  or  wood  veneer  with  resins, 
and  then  pressing  several  layers  together  to  get 
hard,  rigid,  structural  material.  The  number  of 
layers  pressed  together  into  one  sheet  of  laminated 
plastic  will  depend  upon  the  thickness  desired.  The 
choice  of  paper,  canvas,  wood  veneer,  or  glass 
fabric  will  depend  upon  the  end  use  of  the 
product.  Paper-based  material  is  thin  and  quite 
brittle,  breaking  if  bent  sharply,  but  canvas-based 
material  is  difficult  to  break.  As  layers  are  added 
to  paper-based  material,  it  gains  in  strength,  but 
it  is  never  as  tough  and  strong  in  a  laminated  part 
as  layers  of  glass  fabric  or  canvas. 

Laminated  materials  are  widely  used  aboard 
ship.  For  example,  laminated  gears  are  used  on 
internal-combustion  engines,  usually  as  timing  or 
idler  gears;  on  laundry  equipment;  and  on 


heat  when  friction  is  generated,  and  wear  longer. 
Plastics  are  identified  by  several  commercial 
designations,  trade  names,  and  by  Military  and 
Federal  specifications.  There  is  such  a  large 
number  of  types,  grades,  and  classes  of  plastics 
within  each  major  group  that  to  rely  on  the 
recognition  of  a  trade  name  only  would  result  in 
the  wrong  material  being  used.  The  appropriate 
Federal  Supply  Catalog  should  be  used  to  cross 
reference  the  Military  (MIL-P-XXXX)  or  Federal 
(FED-L-P-XXXX)  designations  to  the  correct 
procuring  data  for  the  Federal  Supply  System. 

MACHINING  OPERATIONS 

Machining  operations  that  you  may  perform 
on  plastics  include  cutting  parts  from  sheet  or  rod 
stock,  using  various  metal  cutting  saws;  removing 
stock  from  parts  by  rotating  tools  as  in  a  drill  press 
or  a  milling  machine;  cutting  moving  parts  by 
stationary  tools,  as  on  a  lathe;  and  finishing 
operations. 

Sawing 

You  can  use  several  types  of  saws — bandsaw, 
jigsaw,  circular  saw — to  cut  blanks  from  plastic 
stock.  Watch  the  saw  speed  carefully.  Since 
almost  none  of  the  heat  generated  will  be  carried 
away  by  the  plastic,  there  is  always  danger  that 
the  tool  will  be  overheated  to  the  point  that  it  will 
burn  the  work. 

Drilling 

In  drilling  plastics,  back  the  drill  out 
frequently  to  remove  the  chips  and  cool  the  tool. 
A  liberal  application  of  kerosene  will  help  keep 
the  drill  cool.  To  obtain  a  smooth,  clean  hole,  use 
paraffin  wax  on  the  drill;  for  the  softer  plastics, 
you  may  prefer  a  special  coolant. 

Lathe  Operations 

Lathe  operations  are  substantially  the  same  for 
plastics  as  for  metals,  except  for  the  type  of  tool, 
and  the  manner  in  which  contact  is  made  with  the 
work.  For  plastics,  set  the  tool  slightly  below 
center.  Use  cutting  tools  with  zero  or  slightly 
negative  back  rake. 

For  both  thermo settings  and  thermoplastics, 
recommended  cutting  speeds  are:  200  to  500  fpm 


4-25 


Table  4-4.— Major  Groups  of  Plastics 


Plastic 
Trade  Names  in  (    ) 


Advantages  and  Examples  of  Uses 


Disadvantages 


Acrylic 
(Lucite,  Plexiglass) 


Cellulose  nitrate 
(Celluloid) 


Polyamide 

(Nylon) 


Polyethylene 
(Polythene) 


THERMOPLASTICS 

Formability;  good  impact  strength;  good  aging 
and  weathering  resistance;  high  transpar- 
ency, shatter -resistance,  rigidity.    Used 
for  lenses,  dials,  etc. 

Ease  of  fabrication;  relatively  high  impact 
strength  and  toughness;  good  dimensional 
stability  and  resilience;  low  moisture 
absorption.    Used  for  tool  handles,  mallet 
heads,  clock  dials,  etc. 


High  resistance  to  distortion  under  load  at 
temperatures  up  to  300° F;  high  tensile 
strength,  excellent  impact  strength  at 
normal  temperatures;  does  not  become 
brittle  at  temperatures  as  low  as  minus 
70°F;  excellent  resistance  to  gasoline  and 
oil;  low  coefficient  of  friction  on  metals. 
Used  for  synthetic  textiles,  special  types 
of  bearings,  etc. 

Inert  to  many  solvents  and  corrosive  chemi- 
cals; flexible  and  tough  over  wide  tempera- 
ture range,  remains  so  at  temperatures  as 
low  as  minus  100 °F;  unusually  low  moisture 
absorption  and  permeability;  high  electrical 
resistance;  dlmensionally  stable  at  normal 
temperatures;  ease  of  molding;  low  cost. 
Used  for  wire  and  cable  insulation,  and 
acid  resistant  clothing. 


Softening  point  of  170° 
to  220°  F;  low 
scratch  resistance. 


Extreme  flammabil- 
ity;  poor  electrical 
insulating  prop- 
erties; harder  with 
age;  low  heat  dis- 
tortion point. 

Absorption  of  water; 
large  coefficient  of 
expansion;  relatively 
high  cost;  weather- 
ing resistance  poor. 


Low  tensile,  co De- 
pressive, flexural 
strength;  very  high 
elongation  at  nor- 
mal temperatures; 
subject  to  spontan- 
eous cracking  when 
stored  in  contact 
with  alcohols, 
toluene,  and  sili- 
cone  grease,  etc.; 
softens  at  tem- 
peratures above 
200 °F;  poor 
abrasion'and  cut 
resistance;  cannot 
be  bonded  unless 
given  special 
surface  treatment. 


Trade  Names  in  (    ) 


Advantages  and  Examples  of  Uses 


Disadvantages 


Polytetrafluoroethylene 
(Teflon) 


THERMOPLASTICS 

Extreme  chemical  inertness;  high  heat  re- 
sistance; nonadhesive;  tough;  low  coefficient 
of  friction.    Used  for  preformed  packing  and 
gaskets. 


Not  easily  cemented; 
cannot  be  molded  by 
usual  methods;  gen- 
erates toxic  fumes 
at  high  tempera- 
tures; high  cost. 


Phenolformaldehyde 
(Bakelite,  Durez, 
Resinox) 


Urea-formaldehyde 
(Beetle,  Bakelite 
Urea,  Plaskon) 


THERMOSETTING  PLASTICS 

Better  permanence  characteristics  than 
most  plastics;  may  be  used  at  temperatures 
from  250°  to  475°F;  good  aging  resistance; 
good  electrical  insulating  properties;  not 
readily  flammable,  does  not  support  com- 
bustion; inserts  can  be  firmly  embedded; 
strong,  light;  low  water  absorption;  low 
thermal  conductivity;  good  chemical  re- 
sistance; economical  in  production  of  com- 
plex shapes;  free  from  cold  flow;  relatively 
insensitive  to  temperature;  low  coefficient 
of  thermal  expansion;  no  change  in  dimen- 
sions under  a  load  for  a  long  time;  does  not 
soften  at  high  temperatures  or  become 
brittle  down  to  minus  60° F;  inexpensive. 
Used  for  handles,  telephone  equipment, 
electrical  insulators,  etc. 

High  degree  of  translucency  and  light  finish; 
hard  surface  finish;  outstanding  electrical 
properties  when  used  within  temperature 
range  of  minus  70°  to  plus  170° F;  com- 
plete resistance  to  organic  solvents; 
dimensionally  stable  under  moderate  load- 
ings and  exposure  conditions.    Used  for 
instrument  dials,  electric  parts,  etc. 


Difficult  to  mold  when 
filled  for  greatest 
impact  strength,  or 
when  in  sections  less 
than  3/32-inch  thick; 
can  be  expanded  or 
contracted  by  un- 
usually wet  or  dry 
atmosphere. 


Low  impact  strength; 
slight  warping  with 
age;  poor  water 
resistance. 


4-27 


with  high-speed  steel  tools  and  500  to  1500  fpm 
with  carbide-tipped  tools. 

Finishing  Operations 

Plastics  must  be  finished  to  remove  tool  marks 
and  produce  a  clean,  smooth  surface.  Usually, 
sanding  and  buffing  are  sufficient  for  this 
purpose. 

You  can  remove  surface  scratches  and  pits  by 
hand  sandpapering  with  dry  sandpaper  of  fine 
grit.  You  can  also  wet  sand  by  hand,  with  water 
and  abrasive  paper  of  fine  grade.  If  you  need  to 


remove  a  large  amount  of  material,  use  sanding 
wheels  or  disks. 

After  you  have  removed  the  pits  and  scratches, 
buff  the  plastic.  You  can  do  this  on  a  wheel  made 
of  loose  muslin  buffs.  Use  tripoli  and  rouge 
buffing  compounds,  depositing  a  layer  of  the 
compound  on  the  outside  of  the  buffing  wheel. 
Renew  the  compound  frequently. 

When  you  buff  large  flat  sheets,  be  careful  not 
to  use  too  much  pressure,  nor  to  hold  the  work 
too  long  in  one  position.  In  buffing  small  plastic 
parts,  be  careful  that  the  wheel  does  not  seize  the 
piece  and  pull  it  out  of  your  grasp. 


4-28 


POWER  SAWS  AND  DRILLING  MACHINES 


Machine  shop  work  is  generally  understood 
to  include  all  cold  metal  work  in  which  a  portion 
of  the  metal  is  removed  by  either  power  driven 
tools  or  handtools.  In  your  previous  studies 
you  have  become  familiar  with  common  hand- 
tools.  This  chapter  and  the  following  chapters 
contain  information  on  power  driven,  or  machine, 
tools. 

The  term  MACHINE  TOOL  refers  to 
any  piece  of  power  driven  equipment  that 
drills,  cuts,  or  grinds  metals  and  other  materials. 
Through  the  use  of  attachments,  some  machine 
tools  will  perform  two  or  more  of  these 
operations.  Machine  tools  actually  hold  and 
work  the  material.  The  operator  guides  the 
mechanical  movements  by  properly  setting  up 
the  work  and  by  adjusting  the  gearing  or 
linkage  controls.  In  this  chapter  we  will 
deal  primarily  with  power  saws  and  drilling 
machines. 


•  NEVER  make  adjustments  to  the  saw  or 
relocate  the  stock  to  be  sawed  while  the 
saw  is  in  operation. 

•  Keep  your  hands  as  far  away  as  possible 
from  the  saw  blade  while  the  saw  is  in 
operation. 

•  NEVER  attempt  to  move  a  large  heavy 
piece  of  stock  to  or  from  the  saw -without 
help. 

•  Always  support  protruding  ends  of  long 
pieces  of  stock  so  they  will  not  fall  and 
cause  injury  to  either  the  machine  or 
personnel. 

•  NEVER  use  bare  hands  to  clean  the  saw 
cuttings  from  the  machine. 


POWER  SAW 
SAFETY  PRECAUTIONS 

Before  we  discuss  the  operation  of  power 
saws,  you  must  realize  the  importance  of 
observing  safety  precautions.  Carelessness  is  one 
of  the  prime  causes  of  accidents  in  the  machine 
shop.  Moving  machinery  is  always  a  potential 
danger.  When  this  machinery  is  associated  with 
sharp  cutting  tools,  the  hazard  is  greatly  increased. 
Some  of  the  more  important  safety  precautions 
are  listed  here: 


•  Be  alert  for  sharp  burrs  on  the  sawed  end 
of  stock  and  remove  such  burrs  with  a  file 
to  prevent  injury  to  personnel. 

•  Inspect  the  blade  at  frequent  intervals  and 
NEVER  use  a  saw  with  a  dull,  pinched, 
or  burned  blade. 

•  In  all  sawing  jobs,  the  golden  rule  of  safety 
is  SAFETY  FIRST,  ACCURACY  SEC- 
OND, and  SPEED  LAST. 


•  DO  NOT  operate  a  power  saw  that  you  are 
not  fully  qualified  and  authorized  to 
operate. 

•  Wear  goggles  or  a  face  shield  at  all  times 
when  you  are  operating  a  power  saw. 


POWER  HACKSAWS 

The  power  hacksaw  is  found  in  many  Navy 
machine  shops.  It  is  used  for  cutting  bar  stock, 
pipe,  tubing,  or  other  metal  stock.  The  power 
hacksaw  consists  of  a  base,  a  saw  frame,  and  a 


5-1 


work-holding  device.  Figure  5-1  is  an  illustration 
of  a  standard  power  hacksaw. 

The  base  consists  of  a  reservoir  to  hold  the 
coolant,  a  coolant  pump,  the  drive  motor  and  a 
transmission  for  speed  selection.  Some  models 
may  have  the  feed  mechanism  attached  to  the 
base. 


The  saw  frame  consists  of  linkage  and  a 
circular  disk  with  an  eccentric  (off  center) 
pin  designed  to  convert  circular  motion  into 
reciprocating  motion.  The  blade  is  inserted 
between  the  two  blade  holders  and  securely 
attached  by  either  hardened  pins  or  socket 
head  screws.  The  inside  blade  holder  is 
adjustable.  This  adjustable  blade  holder  allows 
the  correct  tension  to  be  put  on  the  blade 
to  ensure  that  it  is  held  rigidly  enough  to 
prevent  it  from  wandering  and  causing  a 
slanted  cut.  The  feed  control  mechanism 
is  also  attached  to  the  saw  frame  on  many 
models. 

The  work  holding  device  is  normally  a  vise 
with  one  stationary  jaw  and  one  movable  jaw.  The 
movable  jaw  is  mounted  over  a  toothed  rack  to 


permit  a  rapid  and  easy  initial  adjustment 
close  to  the  material  to  be  cut.  Final  tightening 
is  made  by  turning  the  vise  screw  until 
the  material  is  held  securely.  An  adjustable 
stop  permits  pieces  of  the  same  length  to 
be  cut  without  measuring  each  piece  separately. 
A  stock  support  stand  (available  for  both  sides 
of  the  saw)  keeps  long  stock  from  falling  when 
being  cut. 

The  capacity  designation  of  the  power 
hacksaw  illustrated  is  4  inches  x  4  inches.  This 
means  that  it  can  handle  material  up  to  4  inches 
wide  and  4  inches  thick. 


BLADE  SELECTION 

The  blade  shown  in  figure  5-2  is  especially 
designed  for  use  with  the  power  hacksaw.  It  is 
made  with  a  tough  alloy  steel  back  and  high-speed 
steel  teeth,  a  combination  which  gives  a  strong 
blade,  and  at  the  same  time,  a  cutting  edge 
suitable  for  high-speed  sawing. 

These  blades  differ  by  the  pitch  of  the 
teeth  (number  of  teeth  per  inch).  The  correct 
pitch  of  teeth  for  a  particular  job  is  determined 
by  the  size  and  material  composition  of 
the  section  to  be  cut.  Use  coarse  pitch  teeth 
for  wide,  heavy  sections  to  provide  ample 
chip  clearance.  For  thinner  sections,  use  a 
blade  with  a  pitch  that  keeps  two  or  more 
teeth  in  contact  with  the  work  so  that  the  teeth 
do  not  straddle  the  work.  Straddling  strips  the 
teeth  from  the  blade.  In  general,  select  blades 
according  to  the  following  information: 

1 .  Coarse  (4  teeth  per  inch),  for  soft  steel,  cast 
iron,  and  bronze. 


TOUGH  ALLOY 
STEEL  BACK 


HIGH  SPEED 
STEEL  TEETH 


ELECTRIC  WELD 


11.18 


Figure  5-1. — Standard  power  hacksaw. 


11.19 


Figure  5-2. — Hacksaw  blade. 


3.  Medium  (10  teeth  per  inch),  for  solid  brass 
stock,  iron  pipe,  and  heavy  tubing. 

4.  Fine  (14  teeth  per  inch),  for  thin  tubing  and 
sheet  metals. 


COOLANT 

The  use  of  a  coolant  is  recommended  for  most 
power  hacksawing  operations.  (Cast  iron  can  be 
sawed  dry.)  The  coolant  keeps  the  kerf  (narrow 
slot  created  by  the  cutting  action  of  the  blade) 
clear  of  chips  so  that  the  blade  does  not  bind  up 
and  start  cutting  crooked.  The  teeth  of  the  blade 
are  protected  from  overheating  by  the  coolant, 
permitting  the  rate  of  cutting  to  be  increased 
beyond  the  speed  possible  when  sawing  without 
coolant.  A  soluble  oil  solution  with  a  mixture  of 
the  oil  and  water,  made  so  that  no  rust  problems 
will  occur,  should  be  suitable  for  most  sawing 
operations.  The  normal  mixture  for  soluble  oil  is 
40  parts  water  to  1  part  oil. 


FEEDS  AND  SPEEDS 

A  power  hacksaw  will  have  one  of  three  types 
of  feed  mechanisms: 

1 .  Mechanical  feed,  which  ranges  from  0.001 
to  0.025  inch  per  stroke,  depending  upon 
the  class  and  type  of  material  being  cut. 

2.  Hydraulic  feed,  which  normally  exerts  a 
constant  pressure  but  is  designed  so  that 
when  hard  spots  are  encountered  the  feed 
is  automatically  stopped  or  shortened  to 
decrease  the  pressure  on  the  saw  until  the 
hard  spot  has  been  cut  through. 

3.  Gravity  feed,  in  which  weights  are  placed 
on  the  saw  frame  and  shifted  to  give  more 
or  less  pressure  of  the  saw  blade  against  the 
material  being  cut. 

To  prevent  unnecessary  wear  on  the  back  sides 
of  the  saw  blade  teeth,  the  saw  frame  and  blade 
are  automatically  raised  clear  of  the  surface  being 
cut  on  each  return  stroke.  The  rate  of  feed  or  the 
pressure  exerted  by  the  blade  on  the  cutting  stroke 


of  a  hollow  pipe,  the  wall  thickness.  A  hard,  large 
diameter  piece  of  stock  must  be  cut  with  a  slower 
or  lighter  feed  rate  than  a  soft,  small  diameter 
piece  of  stock.  Pipe  with  thin  walls  should  be  cut 
with  a  relatively  light  feed  rate  to  prevent  stripping 
the  teeth  from  the  saw  blade  or  collapsing  the 
walls  of  the  pipe.  A  feed  rate  that  is  too  heavy 
or  fast  will  often  cause  the  saw  blade  to  wander, 
producing  an  angled  cut. 

The  speed  of  hacksaws  is  stated  in  strokes  per 
minute,  counting  only  those  strokes  on  which  the 
blade  comes  in  contact  with  the  stock.  Speed  is 
changed  by  a  gear  shift  lever.  There  may  be  a  chart 
attached  to  or  near  the  saw,  giving  recommended 
speeds  for  cutting  various  metals.  The  following 
speeds,  however,  can  be  used: 

1.  Medium  and  low  carbon  steel,  brass,  and 
soft  metals — 136. 

2.  Alloy  steel,  annealed  tool  steel,  and  cast 
iron— 90. 

3.  Unannealed    tool    steel,    and    stainless 
steel— 60. 


POWER  HACKSAW  OPERATION 

A  power  hacksaw  is  relatively  simple  to 
operate.  There  are,  however,  a  few  checks  you 
should  make  to  ensure  good  cuts.  Support 
overhanging  ends  of  long  pieces  to  prevent 
sudden  breaks  at  the  cut  before  the  work  is 
completely  cut  through.  Block  up  irregular  shapes 
so  that  the  vise  holds  firmly.  Check  the  blade  to 
ensure  that  it  is  sharp  and  that  it  is  secured  at  the 
proper  tension. 

Place  the  workpiece  in  the  clamping  device, 
adjusting  it  so  the  cutting  off  mark  is  in  line  with 
the  blade.  Turn  the  vise  lever  to  clamp  the  material 
in  place.  Be  sure  the  material  is  held  firmly. 

See  that  the  blade  is  not  touching  the 
workpiece  when  you  start  the  machine.  Blades  are 
often  broken  when  this  rule  is  not  followed.  Feed 
the  blade  slowly  into  the  work,  and  adjust  the 
coolant  nozzle  so  that  it  directs  the  fluid  over  the 
saw  blade. 


5-3 


CONTINUOUS  FEED  CUTOFF  SAW 

Figure  5-3  illustrates  a  type  of  cutoff  saw  that 
is  now  being  used  throughout  the  Navy.  There  are 
different  models  of  this  saw,  but  the  basic  design 
and  operating  principles  remain  the  same. 

BAND  SELECTION 
AND  INSTALLATION 

The  bands  for  the  continuous  feed  cutoff  saw 
are  nothing  more  than  an  endless  hacksaw  blade. 
With  this  thought  in  mind,  you  can  see  that  all 
the  factors  that  were  discussed  for  power  hacksaw 
blade  selection  can  be  applied  to  this  saw.  This 
saw  is  also  equipped  with  a  band  selection  chart 


(fig.  5-3)  to  help  you  make  the  proper  selection. 
The  bands  come  in  two  different  forms;  ready 
made  loops  of  the  proper  length  and  coils  of 
continuous  lengths  of  100  feet  or  more.  Nothing 
must  be  done  to  the  presized  band,  but  the  coils 
of  saw  bands  must  be  cut  to  the  proper  length  and 
then  butt  welded.  (Butt  welding  is  covered  later 
in  this  chapter.) 

Once  you  have  selected  the  saw  band,  install 
it  in  the  following  manner: 

1 .  Lift  the  cover  on  the  saw  head  to  expose 
the  band  wheels. 

2.  Place  the  band  on  the  wheels  with  the  teeth 
down,  or  toward  the  deck,  and  pointing  in 
the  direction  of  the  band  rotation. 


BAND 

SELECTION 

CHART 


BAND 

TENSION 

HANDWHEEL 


VISE 

LOCK 

HANDWHEEL 


28.297X 


This  action  applies  enough  tension  to  hold 
the  band  on  the  wheels.  When  the  machine 
is  operating,  the  hydraulic  system  main- 
tains the  proper  band  tension. 

5.  Adjust  the  saw  guides  according  to  the 
manufacturer's  manual.  Do  not  set  the 
distance  between  the  two  guide  arms  more 
than  necessary  or  the  blade  will  wander. 

6.  Select  the  proper  surface  speed  (feet-per- 
minute),  and  adjust  the  V-belt  for  that 
speed.  (See  fig.  5-4.) 


-90  F.P.M. 
-125  F.P.M. 
-ISO  F.P.M. 
-250  F.P.M. 


DRIVEN 

"PULLEY 


Figure  5-4.— Speed  change  pulley. 


be  sawed  is  held  securely  in  the  machine.  The 
movement  of  the  saw  head  is  controlled  from  the 
control  panel  (fig.  5-5).  You  can  raise,  stop,  and 
feed  the  machine  with  the  main  control  handle. 
The  FEED  portion  of  the  control  is  divided  into 
vernier  and  rapid.  The  RAPID  area  is  used  to 
bring  the  saw  band  down  close  to  the  work;  the 
VERNIER  controls  the  feed  pressure.  Figure  5-5 
shows  the  vernier  control  knob  with  graduations 
from  0  to  9.  By  using  this  vernier,  you  can  get 
the  maximum  cutting  efficiency  for  the  type  of 
material  being  cut.  When  the  cut  is  complete,  the 
machine  will  automatically  stop.  To  raise  the  head 
above  the  workpiece  for  the  next  cut,  push  the 
start  button  and  place  the  control  lever  in  the 
RAISE  position.  You  may  have  to  hold  the  start 
button  down  for  a  second  or  two  until  the  saw 
head  starts  to  rise. 


METAL  CUTTING  HANDSAWS 

Metal  cutting  bandsaws  are  standard  equip- 
ment in  repair  ships  and  tenders.  These  machines 
can  be  used  for  nonprecision  cutting  similar  to 
that  performed  by  power  hacksaws.  Some  types 
can  be  used  for  precision  cutting,  filing,  and 


O 


o 


O 


o 


o 


o 


28.296X 


Figure  5-5. — Control  panel  (Do AH  saw). 


5-5 


polishing.  A  handsaw  has  a  greater  degree  of 
flexibility  for  straight  cutting  than  a  power 
hacksaw  in  that  it  can  cut  objects  of  any 
reasonable  size  and  of  regular  and  irregular 
shapes.  A  bandsaw  also  cuts  faster  than  a  power 
hacksaw  because  the  cutting  action  of  the  blade 
is  continuous. 

Figure  5-6  illustrates  a  metal  cutting  bandsaw 
with  a  tillable  table.  On  the  type  shown,  work  is 
fed  either  manually  or  by  power  to  the  blade 
which  runs  in  a  fixed  position. 

The  tillable  band  type  saw  is  particularly  suited 
to  taking  straight  and  angle  cuts  on  large,  long, 
or  heavy  pieces. 


The  tiltable  table  type  is  convenient  for 
contour  cutting  because  the  angle  at  which  work 
is  fed  to  the  blade  can  be  changed  readily.  This 
machine  usually  has  special  attachments  and 
accessories  for  precision  inside  or  outside 
cutting  of  contours  and  disks  and  for  mitering 
and  has  special  bands  for  filing  and  polishing 
work. 


BANDSAW  TERMINOLOGY 

As  was  previously  mentioned,  the  metal 
cutting  bandsaws  installed  in  machine  shops  in 
tenders  and  repair  ships  generally  are  the  tiltable 
table  type  which  can  cut,  file,  or  polish  work  when 
appropriate  bands  are  mounted  on  the  band 
wheels.  The  saw  bands,  file  bands,  and  polishing 
bands  used  on  these  machines  are  called  BAND 
TOOLS,  and  the  machine  itself  is  often  referred 
to  as  a  BAND  TOOL  MACHINE.  Definitions 
which  will  be  helpful  in  understanding  band  tool 
terminology  are  given  below  for  saws,  files,  and 
polishing  bands,  in  that  order. 


SET 


SIDE  CLEARANCE 


28.39X 


11.21X 
Figure  5-6.— Tiltable  (contour)  metal-cutting  bandsaw. 


Figure  5-8. — Set  and  side  clearance. 


GAGE 


L^~ 

L—T— 

T    1 

RAKER   SET  PATTERN 

,-™_.,./  ,j  ™_r-  —  _ 

I      L. 

_  1^    L     1 

" 

-    r  i 

WAVE  SET  PATTERN 

STRAIGHT  SET  PATTERN 


29.15X 


28.43X 


PITCH:  The  number  of  teeth  per  linear 
inch. 

WIDTH:  The  distance  across  the  flat  face  of 
the  band.  The  width  measurement  is  always 
expressed  in  inches,  or  fractions  of  an  inch. 

GAUGE:  The  thickness  of  the  band  back. 
This  measurement  is  expressed  in  thousandths  of 
an  inch. 

SET:  The  bend  or  spread  given  to  the  teeth 
to  provide  clearance  for  the  body  or  band  back 
when  a  cut  is  being  made. 

SIDE  CLEARANCE:  The  difference  between 
the  dimension  of  the  band  back  (gauge)  and  the 
set  of  the  teeth.  Side  clearance  provides  running 
room  for  the  band  back  in  the  kerf  or  cut. 
Without  side  clearance,  a  band  will  bind  in  the 
kerf. 


used  for  cutting  hollow  materials,  such  as  pipe 
and  tubing,  and  for  other  work  where  there  is  a 
great  deal  of  variation  in  thickness.  Straight  set 
bands  are  not  used  to  any  great  extent  for  metal 
cutting  work. 


TEMPER:  The  degree  of  hardness  of 
the  teeth,  indicated  by  the  letters  A  and 
B,  temper  A  being  the  harder.  Temper  A  bands 
are  used  for  practically  all  bandsaw  metal  cutting 
work. 


File  Bands 

A  file  band  consists  of  a  long  steel  strip  upon 
which  are  mounted  a  number  of  file  segments  that 
can  be  flexed  around  the  band  wheels  and  still 
present  a  straight  line  at  the  point  of  work. 
Figure  5-10  illustrates  the  file  band  flexing 
principle  and  shows  the  construction  of  a  file 


A -FILE   SEGMENT 
B-BACK  BAND 
C-  TAIL  GATE 
D- SPACER 


SEGMENTS 
LOCKED  IN 
ALIGNMENT 


o  t — >  o 


GATE  CLIP 


<=o 


o    o 


TAIL  GATE 


ENDS 

OF 
BAND 


BACK 
.XBAND 


28.41X 


Figure  5-10. — File  band  flexing  principle  and  construction. 


5-7 


band.  The  parts  ot  a  rue  band  and  tneir  functions 
are  described  below: 

FILE  SEGMENT:  A  section  of  the  cutting 
face  of  a  file  band.  The  individual  segments  are 
attached  to  the  file  band  with  rivets. 

BACK  BAND:  The  long  steel  strip  or  loop  on 
which  the  file  segments  are  mounted.  Do  not 
confuse  this  term  with  BAND  BACK,  which 
refers  to  a  part  of  a  saw  band. 

GATE  CLIP:  A  steel  strip  at  the  leading  end 
of  the  back  band — a  part  of  an  adapter  for  joining 
the  back  band  ends  to  form  the  file  band  loop. 

TAIL  GATE:  A  steel  strip  at  the  other  end 
of  the  back  band.  This  is  the  other  half  of  the 
adapter  for  joining  the  back  band  ends  to  form 
the  file  band  loop. 

SPACER:  A  small  steel  strip  inserted  between 
the  file  segment  and  the  surface  of  the  back  band. 
There  are  as  many  spacers  as  there  are  file 
segments  in  each  file  band. 

Polishing  Bands 

Abrasive  coated  fabric  bands  are  used  for 
grinding  and  polishing  operations  in  a  band  tool 
machine.  They  are  mounted  in  the  same  way  as 
saw  and  file  bands.  Figure  5-1 1  shows  a  polishing 
band.  Figure  5-12  shows  a  backup  support  strip 


28.43X 

Figure  5-12. — Installing  a  backup  support  strip  for  polishing 
band. 


being  installed,  before  the  polishing  band  is 
installed. 


28.42X 


Figure  5-11. — Polishing  band. 


Band  Tool  Guides 

SAW  BAND  GUIDES:  The  upper  and  lower 
guides  keep  the  saw  band  in  its  normal  track  when 
work  pressure  is  applied  to  the  saw.  The  lower 
guide  is  in  a  fixed  position  under  the  work  table, 
and  the  upper  guide  is  attached  to  a  vertically 
adjustable  arm  above  the  table  which  permits 
raising  or  lowering  the  guide  to  suit  the  height  of 
work.  To  obtain  adequate  support  for  the  band 
and  yet  not  interfere  with  the  sawing  operation, 
place  the  upper  guide  so  that  it  will  clear  the  top 
of  the  workpiece  by  1/8  to  3/8  of  an  inch. 
Figure  5-13  shows  the  two  principal  types  of  saw 
band  guides:  the  insert  type  and  the  roller  type. 
Note  in  both  types  the  antifriction  bearing 
surface  for  the  band's  relatively  thin  back  edge. 
This  feature  allows  the  necessary  work  pressure 
to  be  placed  on  the  saw  without  causing  serious 
rubbing  and  wear.  Be  sure  to  lubricate  the 


5-8 


A.  INSERT 
TYPE 


B.  ROLLER 
TYPE 


28.44X 


Figure  5-13.— Saw  band  guides. 


bearings  of  the  guide  rollers  according  to  the 
manufacturer's  recommendations. 

FILE  BAND  AND  POLISHING  BAND 
GUIDES:  For  band  filing  operations,  the  regular 
saw  band  guide  is  replaced  with  a  flat,  smooth- 
surface  metal  backup  support  strip,  as  shown  in 
figure  5-14,  which  prevents  sagging  of  the  file 
band  at  the  point  of  work.  A  similar  support  is 
used  for  a  polishing  band.  This  support  has  a 
graphite-impregnated  fabric  face  that  prevents 
undue  wear  on  the  back  of  the  polishing  band, 
which  also  is  fabric. 


28.45X 


Figure  5-14.— File  band  guide. 


SELECTION  OF  SAW  BANDS, 
SPEEDS  AND  FEEDS 

Saw  bands  are  available  in  widths  ranging 
from  1/16  to  1  inch;  in  various  even-numbered 
pitches  from  6  to  32;  and  in  three  gauges— 0.025, 
0.032,  and  0.035  inch.  The  gauge  of  saw  band  that 
can  be  used  in  any  particular  machine  depends 
on  the  size  of  the  band  wheels.  A  thick  saw  band 
cannot  be  successfully  used  on  a  machine  that  has 
small  diameter  bandwheels;  therefore,  only  one 
or  two  gauges  of  blades  may  be  available  for  some 
machines.  Generally,  only  temper  A,  raker  set, 
and  wave  set  bands  are  used  for  metal  cutting 
work.  Another  variable  feature  of  saw  bands  is 
that  they  are  furnished  in  ready  made  loops  of 
the  correct  length  for  some  machines,  while  for 
others  they  come  in  coils  of  100  feet  or  more  from 
which  a  length  must  be  cut  and  formed  into  a 
band  loop  by  butt  welding  the  ends  together  in 
a  special  machine.  The  process  of  joining  the  ends 
and  installing  bands  will  be  described  later  in  this 
chapter. 

Band  tool  machines  have  a  multitude  of  band 
speeds,  ranging  from  about  50  feet  per  minute  to 
about  1500  feet  per  minute.  Most  of  these 
machines  are  equipped  with  a  hydraulic  feed 
which  provides  three  feeding  pressures:  low, 
medium,  and  heavy. 

Success  in  your  precision  sawing  with  a  metal 
cutting  bandsaw  depends  to  a  large  extent  on  your 
selecting  the  correct  saw  blade  or  band,  running 


5-9 


the  saw  band  at  the  correct  speed,  and  feeding 
the  work  to  the  saw  at  the  correct  rate.  Many  band 
tool  machines  have  a  JOB  SELECTOR  similar 
to  the  one  shown  in  figure  5-15,  which  indicates 
the  kind  of  saw  band  you  should  use,  the  speed 
at  which  to  operate  the  machine,  and  the  power 
feed  pressure  to  use  to  cut  various  materials. 

Not  all  bandsaws  have  a  job  selector.  You 
must  know  something  about  selecting  the  correct 
saw  bands,  speeds,  and  feeds  to  operate  a  band- 
saw  successfully.  Table  5-1  gives  you  some  of 
that  information.  Although  this  table  does  not 
cover  all  types  and  thicknesses  of  metals  nor 
recommended  feed  pressure,  it  provides  a  basis 
on  which  you  can  build,  using  your  own 
experience. 

Tooth  Pitch 

Tooth  pitch  is  the  primary  consideration  in 
selecting  a  saw  band  for  any  cutting  job.  For 
cutting  thin  materials,  the  pitch  should  be  fine 
enough  so  that  at  least  two  teeth  are  in  contact 
with  the  work;  fewer  than  two  will  tend  to  cause 
the  teeth  to  snag  and  tear  loose  from  the  band. 


For  cutting  thick  material,  you  should  not  have 
too  many  teeth  in  contact  with  the  work,  because 
as  you  increase  the  number  of  teeth  in  contact, 
you  must  increase  the  feed  pressure  in  order  to 
force  the  teeth  into  the  material. 

Excessive  feed  pressure  puts  severe  strain  on 
the  band  and  the  band  guides.  It  also  causes  the 
band  to  wander  sideways  which  results  in  off-line 
cutting.  Other  points  to  consider  in  selecting  a  saw 
band  of  proper  pitch  for  a  particular  cutting  job 
are  the  composition  of  the  material  to  be  cut,  its 
hardness,  and  its  toughness.  Table  5-1  is  a  saw 
band  pitch  and  velocity  selection  chart  showing 
the  pitch  of  saw  band  to  use  for  cutting  many 
commonly  used  metals. 

Band  Width  and  Gauge 

The  general  rule  is  to  use  the  widest  and 
thickest  saw  band  that  can  do  the  job  successfully. 
For  example,  you  should  use  a  band  of  maximum 
width  and  thickness  (if  bands  of  different 
thickness  are  available)  when  the  job  calls  for  only 
straight  cuts.  On  the  other  hand,  when  a  layout 
requires  radius  cuts  (curved  cuts),  the  band  you 
select  must  be  capable  of  following  the  sharpest 
curve  involved.  Thus  for  curved  work,  select  the 
widest  band  that  will  negotiate  the  smallest  radius 
required.  The  saw  band  width  selection  guides, 
shown  in  figure  5-16,  give  the  radius  of  the 


WIDTH  OF 
SAW  BAND 

MINIMUM 
RADII  CUT 

1/16' 

SQ. 

3/'--1 

1/16" 

1/8« 

1/8" 

3/le" 

S/16" 

1/4" 

s/a" 

3/8" 

1-7/16' 

1/2' 

2-1/Z" 

5/8- 

3-3/4" 

3/4" 

5-7/16" 

1* 

7-1/4" 

>/.•  '/i-  vf  'A'  w  v>'W  w 


28.46X 


Figure  5-15. — Job  selector. 


28.47X 
Figure  5-16. — Saw  band  width  selection  guides. 


5-10 


MATERIAL 


SAW  PITCH 


Work  Thickness 


Over 
2" 


SAW  VELOCITY 


Work  Thickness 


Over 


FERROUS  METALS 

Carbon  Steel  #1010-tl095*. 14 

Free  Machining  #X1112-#1340*.  .  .  14 

Nickel  Chromium  #2115-#3415*  .  .  14 

Molybdenum  #4023 -#4820.*. 14 

Chromium  #5120-#52100  * 14 

Tungsten  #7620-#71360  * 14 

Silicon  Manganese  #9255-#9260  14 
*  (SAE  numbers) 

Armor  Plate 14 

Graphitic  Steel    14 

High  Speed  Steel 14 

Stainless  Steel 12 

Angle  Iron 14 

Pipe 14 

I  Beams  &  Channels 14 

Tubing  (Thinwall) 14 

Cast  Steels 14 

Cast  Iron 12 

NON-FERROUS  METALS 

Aluminum  (All  Types) 8 

Brass 8 

Bronze  (Cast) 10 

Bronze  (Rolled) 12 

Beryllium  Copper 10 

Copper 10 

Magnesium 8 

Kirksite 10 

Monel  Metal 10 

Zinc 8 

NON-METALS 

Bakelite 10 

Carbon    10 

Plastics  (All  Types) 12 

Wood 8 


10 
8 

10 
10 
10 
10 

10 


12 
12 
10 
10 
14 
12 
14 
14 
12 
10 


6 
8 
8 

10 
8 
8 
8 
8 
8 
8 


8 
8 
8 
8 


6-8 
6-8 
6-8 
6-8 
8 
6-8 

6-8 


6-8 

6-8 

8 

8 

10 
8 

10 

14 

8 

8 


6-8 
8 
8 

6-8 
6-8 
6-8 
6-8 
6-8 
6-8 
6-8 


6-8 

6-8 

8 

6-8 


175 
250 
100 
125 
100 
85 

100 


100 
150 
100 
60 
190 
250 
250 
250 
150 
200 


250 
250 
175 
175 
175 
250 
250 
200 
100 
250 


250 
250 
250 
250 


150 

200 

85 

100 

75 

60 

75 


75 
125 

75 

50 
175 
225 
200 
200 

75 
185 


250 
250 
125 
125 
150 
225 
250 
175 
75 
225 


250 
250 
250 
250 


125 
150 
60 
75 
50 
50 

50 


50 

75 

50 

40 

150 

185 

175 

200 

50 

160 


250 

250 

50 

75 

125 

225 

250 

150 

50 

200 


250 
250 
250 
250 


5-11 


sharpest  curve  that  can  be  cut  with  a  particular 
width  saw  band.  Note  that  the  job  selector 
illustrated  in  figure  5-15  contains  a  saw  band  radii 
cutting  diagram  similar  to  the  one  shown  in  figure 
5-16. 


Band  Speeds 

The  rate  at  which  the  saw  band  travels  in  feet 
per  minute  from  wheel  to  wheel  is  the  saw  band 
velocity.  Saw  band  velocity  has  considerable 
effect  upon  both  the  smoothness  of  the  cut 
surfaces  and  the  life  of  the  band.  The  higher  the 
band  velocity,  the  smoother  the  cut;  however,  heat 
generated  at  the  cutting  point  increases  as  band 
velocity  increases.  Too  high  a  band  velocity  causes 
overheating  and  failure  of  the  saw  teeth.  The  band 
velocities  given  in  Table  5-1  are  based  on 
manufacturers'  recommendations,  which  in  turn 
are  based  on  data  obtained  from  saw  life  tests  and 
cutting  experiments  under  various  conditions.  If 
you  follow  the  recommendations  given,  you  will 
be  assured  of  the  best  band  performance  and 
maximum  band  life. 

Adjustment  of  the  machine  to  obtain  the 
proper  band  velocity  cannot  be  covered  in  detail 
here  because  speed  change  is  done  by  different 
methods  on  different  models  of  machines. 
Consult  the  manufacturer's  technical  manual  for 
your  particular  machine  and  learn  how  to  set  up 
the  various  speeds  available. 


Feeds 

Though  manual  feeding  of  the  work  to  the  saw 
is  satisfactory  for  cutting  metals  up  to  1  inch  thick, 
power  feeding  generally  provides  better  results  and 
will  be  much  safer  for  the  operator.  Regardless 
of  whether  power  or  manual  feed  is  used,  it  is 
important  not  to  crowd  the  saw  because  the  band 
will  tend  to  bend  and  twist.  However,  feed 
pressure  must  not  be  so  light  that  the  teeth  slip 
across  the  material  instead  of  cutting  through 
because  this  rapidly  dulls  the  teeth.  The  job 
selector,  shown  in  figure  5-15,  shows  the  correct 
feed  pressures  for  cutting  any  of  the  materials 
listed  on  the  outer  ring  of  the  dial.  In  the  absence 
of  a  job  selector,  you  can  use  table  5-2  as  a  guide 
for  selecting  feed  pressures  for  hard,  medium 
hard,  and  soft  metals. 

The  power  feed  controls  vary  with  different 
makes  of  handsaws  and  even  with  different 
models  of  the  same  make;  therefore,  no 
description  of  the  physical  arrangement  of  the 
power  feed  controls  will  be  given  here.  Consult 
the  manufacturer's  technical  manual  and  study 
the  particular  machine  to  learn  its  power  feed 
arrangement  and  control. 


SIZING,  SPLICING, 

AND  INSTALLING  BANDS 

Most  contour  cutting  type  handsaws  are 
provided  with  a  buttwelder-grinder  combination 


Table  5-2.— Feed  Pressures*  for  Hard,  Medium  Hard,  and  Soft  Metal 


Material 

Work  thickness 

0-1/4" 

1/4-1/2" 

1/2-1" 

1-3" 

Over  3" 

Tool  Steel  

M 
M 
L 
L 
L 
L 
L 

M 
M 
M 
M 
L 
L 
L 

H 
M 
H 
H 
M 
M 
M 

H 
H 
H 
H 
H 
M 
M 

H 
H 
H 
H 
H 
M 
M 

Cast  iron   

Mild  steel  

Nickel-copper  .... 
Copper-nickel  .... 
Zinc  

Lead  

L-light,  M-medium,  H-heavy. 


5-12 


makes  inside  cutting  possible,  since  the  saw 
band  loop  can  be  parted  and  rejoined  after 
having  been  threaded  through  a  starting  hole  in 
the  work. 

The  following  sections  describe  how  to 
determine  the  length  of  the  band,  how  to  join  the 
ends  in  the  butt  welder,  and  how  to  install  a  band 
tool  in  the  machine. 


Band  Length 

You  can  quickly  determine  the  correct  saw 
band  length  for  any  two-wheeled  bandsaw  by 
measuring  the  distance  from  the  center  of 
one  wheel  to  the  center  of  the  other  wheel, 
multiplying  by  2,  and  adding  the  circumference 
of  one  wheel. 


Figure  5-17. — Butt  welder-grinder  unit. 


adjust  the  upper  wheel  so  that  it  is  approximately 
halfway  between  the  upper  and  lower  limits  of  its 
vertical  travel.  This  allows  for  taking  up  any  band 
stretch  resulting  from  operation. 


Band  Splicing 

Figure  5-17  shows  band  ends  being  joined  by 
using  a  butt  welder.  The  procedure  for  joining  is 
as  follows: 

1 .  Grind  both  ends  of  the  band  until  they  are 
square  with  the  band  back  edge.  If  you  do 
not  do  this  carefully,  the  weld  may  not  go 
completely  across  the  ends  of  the  band  and, 
as  a  result,  the  weld  will  not  withstand  the 
pressure  of  the  cut  when  it  is  used.  One  easy 
method  to  ensure  that  the  ends  of  the  band 
will  go  together  perfectly  is  to  twist  one  end 
180  degrees  and  then  place  the  band  ends 
on  top  of  each  other.  This  will  provide  a 
set  of  teeth  and  a  band  back  edge  on  both 
sides  of  the  stacked  ends.  Ensure  that  the 
band  back  edge  and  the  teeth  are  in  a 
straight  line  on  both  sides.  Carefully  touch 
the  tips  of  the  ends  of  the  band  to  the  face 
of  the  grinding  wheel  and  lightly  grind  until 
both  ends  have  been  ground  completely 
across.  Release  the  ends  of  the  band  so  that 
they  assume  their  normal  position.  Lay  the 
back  edge  of  the  band  on  a  flat  surface  and 
bring  the  ends  together.  If  you  did  the 
grinding  correctly,  the  ends  will  meet 
perfectly. 


2.  Set  the  controls  of  the  butt  welder  to  the 
weld  position  and  adjust  the  adjusting  lever 
according  to  the  width  of  band  to  be 
welded.  The  various  models  of  butt  welders 
that  are  found  in  many  machine  shops 
differ  in  the  number  of  controls  that  must 
be  set  and  the  method  of  setting  them. 
Most  models  have  a  lever  that  must  be 
placed  in  the  weld  position  so  that  the 
stationary  and  the  movable  clamping  jaws 
28.4SX  are  separated  the  correct  distance.  Some 

models  have  a  resistance  setting  control 


5-13 


which  is  set  according  to  the  width  of  the 
band,  while  other  models  have  a  jaw 
pressure  control  knob  that  is  also  set 
according  to  band  width.  Read  the 
manufacturer's  instruction  manual  care- 
fully before  attempting  welding. 

3 .  Place  the  ends  of  the  band  in  the  jaws  with 
the  teeth  of  the  band  facing  away  from  the 
welder.  Push  the  back  edge  of  the  band 
firmly  back  toward  the  flat  surfaces  behind 
the  clamping  jaws  to  ensure  proper  align- 
ment. Position  the  ends  of  the  band  so  that 
they  touch  each  other  and  are  located  in 
the  center  of  the  jaw  opening.  Some  models 
of  butt  welders  have  interchangeable  inserts 
for  the  clamping  jaws  to  permit  welding 
bands  of  different  widths.  This  is  done  so 
that  the  teeth  of  the  band  are  not  damaged 
when  the  jaws  are  clamped  tight. 

4.  You  are  now  ready  to  weld  the  band.  Some 
welders  require  that  the  weld  button  be 
fully  depressed  and  held  until  the  welding 
is  complete,  while  other  welders  required 
only  that  the  button  be  fully  depressed  and 
then  quickly  released.  There  will  be  a 
shower  of  sparks  from  the  welding  action. 
Be  sure  you  are  wearing  either  safety  glasses 
or  a  face  shield  before  welding  and  then 
stand  back  from  the  welder  when  you  push 
the  button. 

5.  When  the  welding  is  complete,  release 
the  jaw  clamps  and  remove  the  band  from 
the  welder.  Inspect  the  band  to  be  sure  it 
is  straight  and  welded  completely  across. 
Do  not  bend  or  flex  the  band  at  this-  time 
to  test  the  weld.  The  welding  process 
has  made  the  weld  and  the  area  near  it  hard 
and  brittle  and  breakage  will  probably 
occur. 

6.  Place  the  lever  that  controls  movement 
of  the  jaws  in  the  anneal  position.  This 
should  separate  the  jaws  again.  Set  the 
control  that  regulates  the  anneal  tempera- 
ture to  the  setting  for  the  width  of  the 
band. 

7.  Place  the  band  in  the  clamping  jaws  with 
the  teeth  toward  the  welder  and  the  welded 
section  in  the  center  of  the  jaw  opening. 
Close  the  jaws. 


8.  The  band  is  ready  to  be  annealed.  Push 
and  then  quickly  release  the  anneal  button 
repeatedly  until  the  welded  area  becomes 
a  dull  cherry  red.  (Do  NOT  push  and  hold 
the  anneal  button.  This  will  overheat  and 
damage  the  band.)  After  the  proper 
temperature  is  reached,  push  the  anneal 
button  and  release  it  with  increasingly 
longer  intervals  between  the  push  cycle  to 
allow  the  band  to  cool  slowly. 

9.  The  metal  buildup  resulting  from  the  weld 
must  be  ground  off.  Using  the  attached 
grinding  wheel,  remove  the  weld  buildup 
from  both  sides  and  the  back  of  the  band 
until  the  band  fits  snugly  into  the  correct 
slot  on  the  saw  band  thickness  gauge 
mounted  on  the  welder.  Do  this  grinding 
carefully  to  prevent  looseness  or  binding 
between  the  saw  guides  and  the  band.  Be 
careful  not  to  grind  on  the  teeth  of  the 
band. 

10.  Repeat  the  procedure  for  annealing  in  step 
8  after  grinding  the  blade. 

11.  The  welding  process  is  complete.  To  test 
your  weld,  hold  the  band  with  both  hands 
and  form  a  radius  in  the  band  slightly 
smaller  than  the  smallest  wheel  on  the 
bandsaw  by  bringing  your  hands  together. 
Move  your   hands    up    and    down   in 
opposite    directions    and    observe    the 
welded  area  as  it  rolls  around  the  radius 
that  you  formed. 


Installing  Bands 

Insert  saw  band  or  tool  guides  of  the  correct 
size  for  the  band  you  are  going  to  install.  Adjust 
the  upper  band  wheel  for  a  height  that  will  allow 
you  to  easily  loop  the  band  around  the  wheels. 
Then  place  one  end  of  the  loop  over  the  upper 
band  wheel  and  the  other  end  of  the  loop  around 
the  lower  band  wheel,  being  sure  that  the  teeth 
are  pointing  downward  on  the  cutting  side  of  the 
band  loop  and  that  the  band  is  properly  located 
in  the  guides.  Place  a  slight  tension  on  the  band 
by  turning  the  upper  wheel  takeup  hand  wheel 
and  revolve  the  upper  band  wheel  by  hand  until 
the  band  has  found  its  tracking  position.  If 
the  band  does  not  track  on  the  center  of  the 
crowns  of  the  wheels,  use  the  upper  wheel  tilt 


.  . , 

band  guide  rollers  or  inserts  so  that  you  have  a 
total  clearance  of  0.001  to  0.002  inch  between  the 
sides  of  the  band  back  and  the  guide  rollers  or 
inserts,  and  a  slight  contact  between  the  back  edge 
of  the  band  back  and  the  backup  bearings  of  the 
guides.  When  you  have  set  the  band  guide 
clearance,  increase  the  band  tension.  The  amount 
of  tension  to  put  on  the  band  depends  on  the 
width  and  gauge  of  the  band.  A  narrow,  thin  band 
will  not  stand  as  much  tension  as  a  wider  or 
thicker  band.  Too  much  tension  will  cause  the 
saw  to  break;  insufficient  tension  will  cause 
the  saw  to  run  off  the  cutting  line.  The  best 
way  to  obtain  the  proper  tension  is  to  start 
with  a  moderate  tension;  if  the  saw  tends  to 
run  off  the  line  when  cutting,  increase  the 
tension  slightly. 


SAWING  OPERATIONS 

As  previously  mentioned,  the  types  of  sawing 
operations  possible  with  a  band  tool  machine  are 
straight,  angular,  contour,  inside,  and  disk 
cutting.  The  procedures  for  each  of  these  cutting 
operations  are  described  in  the  following 
paragraphs;  but  first,  let  us  consider  the  general 
rules  applicable  to  all  sawing  operations. 


28.49X 


Figure  5-18. — Upper  wheel  tilt  adjustment. 


adjust  me  table,  it  necessary,  to  suit  the 
angle  of  the  cut. 

•  Use  the  proper  blade  and  speed  for  each 
cutting  operation.  This  ensures  not  only 
the  fastest  and  most  accurate  work  but  also 
longer  saw  life. 

•  Always  be  sure  the  band  guide  inserts  are 
the  correct  size  for  the  width  of  the  band 
installed    and   that   they   are   properly 
adjusted. 

•  Before  starting  the  machine,  adjust  the 
height  of  the  upper  band  guide  so  that  it 
will  clear  the  work  from  1/8  to  3/8  inch. 
The  closer  the  guide  is  to  the  work,  the 
greater  the  accuracy. 

•  When  starting  a  cut,  feed  the  work  to  the 
saw  gradually.  After  the  saw  has  started 
the  kerf,  increase  the  feed  slowly  to  the 
recommended  pressure.  Do  not  make  a 
sudden  change  in  feed  pressure  because 
such  a  change  may  cause  the  band  to 
break. 


Be  sure  the  saw  band  and  guides  are 
properly  lubricated. 

Use  lubricants  and  cutting  coolants  as 
recommended  by  the  manufacturer  of  your 
machine. 


Straight  Cuts  with  Power  Feed 

1.  Change  band  guides  as  necessary.  Select 
and  install  the  proper  band  for  the  job  and 
adjust  the  band  guides. 

2.  Place  the  workpiece  on  the  table  of  the 
machine  and  center  the  work  in  the  work 
jaw. 

3.  Loop  the  feed  chain  around  the  work 
jaw,   the  chain  roller  guides,   and  the 


5-15 


left-right  guide  sprocket,   as  shown  in 
figure  5-19. 

4.  Determine  the  proper  band  speed  and  set 
the  machine  speed  accordingly. 

5.  Start  the  machine  and  feed  the  work  to  the 
saw  in  the  manner  described  in  the  general 
rules  of  operation  given  in  the  preceding 
section.   Use  the  left-right   control   for 
guiding  the  work  along  the  layout  line. 

Angular  Cutting 

Angular  or  bevel  cuts  on  flat  pieces  are  made 
in  the  same  way  as  straight  cuts  except  that  the 
table  is  tilted  to  the  desired  angle  of  the  cut  as 
shown  in  figure  5-20. 

Contour  Cutting 

Contour  cutting,  that  is,  following  straight, 
angle,  and  curved  layout  lines,  can  be  done 


28.51X 


Figure  5-20.— Angular  cutting. 


LEFT-RIGHT  GUIDE  SPROCKET 


LEFT-RIGHT  CONTROL  KNOB 


28. SOX 


Figure  5-19. — Work  jaw  and  feed  chain  adjustment. 


for  guiding  the  work  along  the  layout  line  when 
power  feed  is  used.  A  fingertip  control  for 
actuating  the  sprocket  is  located  at  the  edge  of 
the  work  table.  If  there  are  square  corners  in  the 
layout,  drill  a  hole  adjacent  to  each  corner;  this 
will  permit  the  use  of  a  wider  band,  greater  feed 
pressure,  and  faster  cutting.  Figure  5-21  shows  the 
placement  of  corner  holes  on  a  contour  cutting 
layout. 


28.52X 

Figure  5-21. — Sharp  radii  cutting  eliminated  by  drilling 
corner  holes. 


To  make  an  inside  cut,  drill  a  starting  hole 
slightly  larger  in  diameter  than  the  width  of  the 
band  you  are  going  to  use.  Remove  the  band  from 
the  machine.  Shear  the  band;  slip  one  end  through 
the  hole,  and  then  splice  the  band.  When  the  band 
has  been  spliced  and  reinstalled,  the  machine  is 
ready  for  making  the  inside  cut  as  illustrated  in 
figure  5-22. 

Disk  Cutting 

Disk  cutting  can  be  done  either  offhand  by 
laying  out  the  circle  on  the  workpiece  and  follow- 
ing the  layout  circle  or  by  using  a  disk  cutting 
attachment  which  automatically  guides  the  work 
so  that  a  perfect  circle  is  cut.  Figure  5-23  shows 
a  disk  cutting  attachment  in  use.  The  device 
consists  of  a  radius  arm,  a  movable  pivot  point, 
and  a  suitable  clamp  for  attaching  the  assembly 
to  the  saw  guidepost.  To  cut  a  disk  using  this 
device,  lay  out  the  circle  and  punch  a  center  point. 
Clamp  the  radius  arm  to  the  guidepost.  Position 
the  workpiece  (fig.  5-23)  so  that  the  saw  teeth  are 
tangent  to  the  scribed  circle.  Adjust  the  pivot 
point  radially  and  vertically  so  that  it  seats  in  the 
center-punch  mark;  then  clamp  the  pivot  point 
securely.  Then  rotate  the  work  around  the  pivot 
point  to  cut  the  disk. 

Filing  and  Polishing 

In  filing  and  polish  finishing,  the  work  is 
manually  fed  and  guided  to  the  band.  Proper 


28.53X 


Figure  5-22.— Inside  cutting. 


28.54X 


Figure  5-23. — Disk-cutting  attachment. 


5-17 


installation  of  the  guides  and  backup  support 
strips  is  very  important  if  good  results  are  to  be 
obtained.  A  guide  fence  similar  to  the  one  shown 
in  figure  5-24  is  very  helpful  when  working  to 
close  tolerances.  Be  sure  to  wear  goggles  or  an 
eye  protection  shield  when  filing  and  polishing, 
and  above  all,  be  careful  of  your  fingers.  For 
proper  band  speeds  and  work  pressures,  consult 
the  manufacturer's  technical  manual  for  the 
machine  you  are  using. 


DRILLING  MACHINES 
AND  DRILLS 

Although  drilling  machines  or  drill  presses  are 
commonly  used  by  untrained  personnel,  you 
cannot  assume  that  operating  these  machines 
proficiently  is  simply  a  matter  of  inserting  the 
proper  size  drill  and  starting  the  machine.  As  a 
Machinery  Repairman,  you  will  be  required  to 
perform  drilling  operations  with  a  great  degree 
of  accuracy.  It  is  therefore  necessary  for  you  to 
be  well  acquainted  with  the  types  of  machines  and 
the  methods  and  techniques  of  operation  of  drill 
presses  and  drills  found  in  Navy  machine  shops. 

DRILLING  MACHINE 
SAFETY  PRECAUTIONS 

Because  of  the  widespread  use  of  the  drill  press 
by  such  a  diverse  group  of  people  with  different 
training  and  experience  backgrounds,  some 


28.55X 


Figure  5-24.— Polish  finishing. 


unsafe  operating  practices  have  become  rather 
routine  in  spite  of  the  possibility  of  serious  injury. 
The  basic  safety  precautions  for  the  use  of  a  drill 
press  are  listed  below: 

•  Always  wear  safety  glasses  or  a  face  shield 
when  you  operate  a  drill  press. 

•  Keep  loose  clothing  clear  of  rotating  parts. 

•  NEVER  attempt  to  hold  a  piece  being 
drilled  in  your  hand.  Use  a  vise,  hold-down 
bolts  or  other  suitable  clamping  device. 

•  Check  the  twist  drill  to  ensure  that  it  is 
properly  ground  and  is  not  damaged  or 
bent. 

•  Make  sure  that  the  cutting  tool  is  held 
tightly  in  the  drill  press  spindle. 

•  Use  the  correct  feeds  and  speeds. 

•  When  feeding  by  hand,  take  care  to 
prevent  the  drill  from  digging  in  and  taking 
an  uncontrolled  depth  of  cut. 

•  Do  NOT  remove  chips  by  hand.  Use  a 
brush. 


TYPES  OF  MACHINES 

The  two  types  of  drilling  machines  or  drill 
presses  common  to  the  Navy  machine  shop  are 
the  upright  drill  press  and  the  radial  drill 
press.  These  machines  have  similar  operating 
characteristics  but  differ  in  that  the  radial  drill 
provides  for  positioning  the  drilling  head  rather 
than  the  workpiece. 

Upright  drill  presses  discussed  in  this  section 
will  be  the  general  purpose,  the  heavy  duty,  and 
the  sensitive  drill  presses.  One  or  more  of  these 
types  will  be  found  on  practically  all  ships.  They 
are  classified  primarily  by  the  size  of  drill  that  can 
be  used,  and  by  the  size  of  the  work  that  can  be 
set  up. 

The  GENERAL  PURPOSE  DRILL  PRESS 
(ROUND  COLUMN),  shown  in  figure  5-25,  is 
perhaps  the  most  common  upright  type  of 
machine  and  has  flexibility  in  operational 
characteristics.  The  basic  components  of  this 
machine  are  shown  in  the  illustration. 


SPEED 

CHANGE 

GEARS 


DRIVE 
MECHANISM 


ARM, 


SPINDLE 
HEAD 


SPINDLE 


WORKTABLE 


BASE 


Figure  5-25.— General  purpose  drill  press. 


11.9 


The  BASE  has  a  machined  surface  with  T-slots 
for  heavy  or  bulky  work. 

The  COLUMN  supports  the  work  table,  the 
drive  mechanism  and  the  spindle  head. 

The   WORK  TABLE   and  ARM   can  be 

swiveled  around  the  column  and  can  be  moved 
up  or  down  to  adjust  for  height.  In  addition,  the 
work  table  may  be  rotated  360  °  about  its  own 
center. 

The  SPINDLE  HEAD  guides  and  supports 
the  spindle  and  can  be  adjusted  vertically  to 
provide  maximum  support  near  the  spindle 
socket. 

The  SPINDLE  is  a  splined  shaft  with  a  Morse 
taper  socket  for  holding  the  drill.  The  spline 
permits  vertical  movement  of  the  spindle  while  it 
is  rotating. 


HEAVY  DUTY  DRILL  PRESSES  (BOX 
COLUMNS)  are  normally  used  in  drilling  large 
holes.  They  differ  from  the  general  purpose  drill 
presses  in  that  the  work  table  moves  only 
vertically.  The  work  table  is  firmly  gibbed  to 
vertical  ways  or  tracks  on  the  front  of  the  column 
and  is  further  supported  by  a  heavy  adjusting 
screw  from  the  base  to  the  bottom  of  the  table. 
As  the  table  can  be  moved  only  vertically,  it  is 
necessary  to  position  the  work  for  each  hole. 

The  SENSITIVE  DRILL  PRESS  shown  in 
figure  5-26  is  used  for  drilling  small  holes  in  work 
under  conditions  which  make  it  necessary  for  the 
operator  to  "feel"  what  the  cutting  tool  is  doing. 
The  tool  is  fed  into  the  work  by  a  very  simple 
device — a  lever,  a  pinion  and  shaft,  and  a  rack 
which  engages  the  pinion.  These  drills  are  nearly 
always  belt-driven  because  the  vibration  caused 


FEED    LEVER 


11.10 


Figure  5-26.— Sensitive  drill  press. 


5-19 


by  gearing  would  be  undesirable.  Sensitive  drill 
presses  are  used  in  drilling  holes  less  than  one- 
half  inch  in  diameter.  The  high-speed  range  of 
these  machines  and  the  holding  devices  used  make 
them  unsuitable  for  heavy  work. 

The  RADIAL  DRILL  PRESS,  shown  in 
figure  5-27,  has  a  spindle  head  on  an  arm  that  can 
be  rotated  axially  on  the  column.  The  spindle  head 
may  be  traversed  horizontally  along  the  ways  of 
the  arm,  and  the  arm  may  be  moved  vertically  on 
the  column.  This  machine  is  especially  useful 
when  the  workpiece  is  bulky  or  heavy  or  when 
many  holes  can  be  drilled  with  one  setup.  The  arm 
and  spindle  are  designed  so  that  the  drill  can  be 
positioned  easily  over  the  layout  of  the  workpiece. 

Some  operational  features  that  are  common 
to  most  drilling  machines  are:  (1)  high-  and  low- 
speed  ranges  provided  from  either  a  two-speed 
drive  motor  or  a  low-speed  drive  gear;  (2)  a 
reversing  mechanism  for  changing  the  direction 
of  rotation  of  the  spindle  by  either  a  reversible 
motor  or  a  reversing  gear  in  the  drive  gear  train; 
(3)  automatic  feed  mechanisms  which  are  driven 
from  the  spindle  and  feed  the  cutting  tool  at  a 
selected  rate  per  revolution  of  the  spindle;  (4) 
depth  setting  devices  which  permit  the  operator 


to  preset  the  required  depth  of  penetration  o 
cutting  tool;  and  (5)  coolant  systems  to  prc 
lubrication  and  coolant  to  the  cutting  tool 

On  other  machines  the  control  levers  m* 
placed  in  different  positions;  however,  they  i 
the  same  purposes  as  those  shown.  In  usini 
locking  clamps  to  lock  or  "dog  down"  the  i 
or  head  of  a  drill  after  it  is  positioned  ove 
work,  make  sure  that  the  locking  action  doe 
cause  the  drill  or  work  to  move  slightly  o\ 
position. 


TWIST  DRILL 

The  twist  drill  is  the  tool  generally  usec 
drilling  holes  in  metal.  This  drill  is  formed  e 
by  forging  and  twisting  grooves  in  a  flat  str: 
steel  or  by  milling  a  cylindrical  piece  of  st 

In  figure  5-28  you  see  the  principal  par 
a  twist  drill:  the  BODY,  the  SHANK,  anc 
POINT.  The  portion  of  the  LAND  behinc 
MARGIN  is  relieved  to  provide  BC 
CLEARANCE.  The  body  clearance  assisi 
reducing  friction  during  drilling.  The  LIP  i; 
cutting  edge,  and  on  the  CONE  of  the  drill  i 


COLUMN 


ARM    ELEVATING    SCREW 


COMBINATION    ARM    ELEVATING 
AND    LOCKING    LEVER 


COLUMN    LOCKING 
LEVER 


SPINDLE    HEAD 


FEED    CHANGE    LEVER 


SPINDLE    SOCKET 


Figure  5-27.— Radial  drill  press. 


CUTTING  EDGE 


FLUTE 


SHANK     < 


TANG 


Figure  5-28.— The  parts  of  a  twist  drill. 


44.20 


area  called   the   LIP   CLEARANCE.   DEAD 

CENTER  is  the  sharp  edge  located  at  the  tip  end 
of  the  drill.  It  is  formed  by  the  intersection  of  the 
cone-shaped  surfaces  of  the  point  and  should 
always  be  in  the  exact  center  of  the  axis  of  the 
drill.  Do  not  confuse  the  point  of  the  drill  with 
the  dead  center.  The  point  is  the  entire  cone- 
shaped  surface  at  the  cutting  end  of  the  drill.  The 
WEB  of  the  drill  is  the  metal  column  which 
separates  the  flutes.  It  runs  the  entire  length  of 
the  body  between  the  flutes  and  gradually 
increases  in  thickness  toward  the  shank,  giving 
additional  rigidity  to  the  drill. 

The  TANG  is  found  only  on  tapered-shank 
tools.  It  fits  into  a  slot  in  the  socket  or  spindle 


remove  the  drill  from  the  socket  with  the  aid  of 
a  drill  drift.  (NEVER  use  a  file  or  screwdriver  to 
do  this  job.) 

The  SHANK  is  the  part  of  the  drill  which 
fits  into  the  socket,  spindle,  or  chuck  of  the 
drill  press.  The  types  of  shanks  that  are  most 
often  found  in  Navy  machine  shops  are  the 
Morse  taper  shank,  shown  in  figures  5-28  and 
5-29A  and  the  straight  shank,  shown  in  figures 
5-29B  and  5-29C. 

Twist  drills  are  made  from  several  different 
materials.  Drills  made  from  high-carbon  steel 
are  available;  however,  the  low  cutting  speed 
required  to  keep  this  type  of  drill  from  becoming 
permanently  dull  limits  their  use  considerably. 
Most  of  the  twist  drills  that  you  will  use  are  made 
from  high-speed  steel  and  will  have  two  flutes  (fig. 
5-28). 

Core  drills  (fig.  5-29 A)  have  three  or  more 
flutes  and  are  used  to  enlarge  a  cast  or  previously 
drilled  hole.  Core  drills  are  more  efficient  and 
more  accurate  when  used  to  enlarge  a  hole  than 


Figure   5-29.— Twist   drills:   A.  Three-fluted   core   drill; 

B.  Carbide    tipped    drill    with    two    helical    flutes; 

C.  Carbide  tipped  die  drill  with  two  flutes  parallel  to  the 
drill  axis. 


5-21 


the  standard  two-fluted  drill.  Core  drills  are  made 
from  high-speed  steel. 

A  carbide-tipped  drill  (fig.  5-29B),  which  is 
similar  in  appearance  to  a  standard  two-fluted 
drill  with  carbide  inserts  mounted  along  the  lip 
or  cutting  edge,  is  used  for  drilling  nonferrous 
metals,  cast  iron,  and  cast  steel  at  high  speeds. 
These  drills  are  not  designed  for  drilling  steel  and 
alloy  metals. 

A  carbide-tipped  die  drill,  or  spade  drill  as  it 
is  often  called  (fig.  5-29C),  has  two  flutes  that  run 
parallel  to  the  axis  of  the  drill  as  opposed  to  the 
helical  flutes  of  the  standard  two-fluted  drill.  This 
drill  can  be  used  to  drill  holes  in  hardened  steel. 

A  standard  two-fluted  drill  made  from  cobalt 
high-speed  steel  is  superior  in  cutting  efficiency 
and  wear  resistance  to  the  high-speed  steel  drill 
and  is  used  at  a  cutting  speed  between  the  speed 
recommended  for  a  high-speed  steel  drill  and  a 
carbide-tipped  drill. 

A  solid  carbide  drill  with  two  helical  flutes  is 
also  available  and  can  be  used  to  drill  holes  in  hard 
and  abrasive  metal  where  no  sudden  impact  will 
be  applied  to  the  drill. 

Drill  sizes  are  indicated  in  three  ways:  by 
measurement,  letter,  and  number.  The  nominal 
measurements  range  from  1/16  to  4  inches  or 
larger,  in  1/64-inch  steps.  The  letter  sizes  run  from 
"A"  to  "Z"  (0.234  to  0.413  inch).  The  number 
sizes  run  from  No.  80  to  No.  1  (0.0135  to  0.228 
inch). 

Before  putting  a  drill  away,  wipe  it  clean  and 
then  give  it  a  light  coating  of  oil.  Do  not  leave 
drills  in  a  place  where  they  may  be  dropped  or 
where  heavy  objects  may  fall  on  them.  Do  not 
place  drills  where  they  will  rub  against  each  other. 


DRILLING  OPERATIONS 

Using  the  drill  press  is  one  of  the  first  skills 
you  will  learn  as  a  Machinery  Repairman. 
Although  a  drill  press  is  relatively  simpler  to 
operate  and  understand  than  other  machine  tools 
in  the  shop,  the  requirements  for  accuracy  and 
efficiency  in  its  use  are  no  less  strict.  To  achieve 
skill  in  drilling  operations,  you  must  have  a 
knowledge  of  feeds  and  speeds,  how  the  work  is 
held,  and  how  to  ensure  accuracy. 


Speeds,  Feeds,  and  Coolants 

The  cutting  speed  of  a  drill  is  expressed  in  feet 
per  minute  (fpm).  This  speed  is  computed  by 
multiplying  the  circumference  of  the  drill  (in 
inches)  by  the  revolutions  per  minute  (rpm)  of 
the  drill.  The  result  is  then  divided  by  12. 
For  example,  a  1/2-inch  drill,  which  has  a 
circumference  of  approximately  11/2  inches, 
turned  at  100  rpm  has  a  surface  speed  of 
150  inches  per  minute.  To  obtain  fpm,  divide  this 
figure  by  12  which  results  in  a  cutting  speed  of 
approximately  12  1/2  feet  per  minute. 

The  correct  cutting  speed  for  a  job  depends 
on  many  variable  factors.  The  machinability  of 
a  metal,  any  heat  treatment  process  such  as 
hardening,  tempering,  or  normalizing,  the  type 
of  drill  used,  the  type  and  size  of  the  drilling 
machine,  the  rigidity  of  the  setup,  the  finish  and 
accuracy  required,  and  whether  or  not  a  cutting 
fluid  is  used  are  the  main  factors  that  you  must 
consider  when  selecting  a  cutting  speed  for 
drilling.  The  following  cutting  speeds  are 
recommended  for  high-speed  steel  twist  drills. 
Carbon  steel  drills  should  be  run  at  one-half  these 
speeds,  while  carbide  may  be  run  at  two  to  three 
times  these  speeds.  As  you  gain  experience  in 
using  twist  drills,  you  will  be  able  to  vary  the 
speeds  to  suit  the  job  you  are  doing. 

Low  carbon  steel 80-1 10  fpm 

Medium  carbon  steel 70-  80  fpm 

Alloy  steel 50-70  fpm 

Corrosion-resistant 

steel  (stainless) 30-40  fpm 

Brass 200-300  fpm 

Bronze 200-300  fpm 

Monel 40-50  fpm 

Aluminum 200-300  fpm 

Cast  iron 70-150  fpm 

The  speed  of  the  drill  press  is  given  in  rpm. 
Tables  giving  the  proper  rpm  at  which  to  run  a 
drill  press  for  a  particular  metal  are  usually 
available  in  the  machine  shop,  or  they  may  be 
found  in  machinists'  handbooks.  A  formula  may 
be  used  to  determine  the  rpm  required  to  give  a 
specific  rate  of  speed  in  fpm  for  a  specific  size 
drill.  For  example,  if  you  wish  to  drill  a 


5-22 


TI  X  D 


50  x  12 
3. 1416  x  1 


600 


3.1416 


=  190 


where 


fpm  =  required  speed  in  feet  per  minute 
7r  =  3.1416 
12  =  constant 
D  =  diameter  of  drill  in  inches 

The  feed  of  a  drill  is  the  rate  of  penetration 
into  the  work  for  each  revolution.  Feed  is 
expressed  in  thousandths  of  an  inch  per 
revolution.  In  general,  the  larger  the  drill,  the 
heavier  the  feed  that  may  be  used.  Always 
decrease  feed  pressure  as  the  drill  breaks  through 
the  bottom  of  the  work  to  prevent  drill  breakage 
and  rough  edges.  The  rate  of  feed  depends  on  the 
size  of  the  drill,  the  material  being  drilled,  and 
the  rigidity  of  the  setup. 

Use  the  following  feed  rates,  given  in 
thousandths  of  an  inch  per  revolution  (ipr),  as  a 
general  guide  until  your  experience  allows  you  to 
determine  the  most  efficient  feed  rate  for  each 
different  job. 


Drill  Diameter 
No.  80  to  1/8  inch 
1/8  inch  to  1/4  inch 
1/4  inch  to  1/2  inch 
1/2  inch  to  1  inch 
Greater  than  1  inch 


IPR 

0.001-0.002 
0.002-0.004 
0.004-0.007 
0.007-0.015 
0.015-0.025 


Use  the  lower  feed  rate  given  for  each  range  of 
drill  sizes  for  the  harder  materials  such  as  tool 
steel,  corrosion-resistant  steel  and  alloy  steel.  Use 
the  higher  feed  rate  for  brass,  bronze,  aluminum, 
and  other  soft  metals. 


corrosion-resistant  steel  and  certain  nonferrous 
metals  such  as  Monel.  For  most  drilling  opera- 
tions, you  can  use  soluble  oil.  You  may  drill 
aluminum,  brass,  cast  iron,  bronze  and  similarly 
soft  metals  dry  unless  you  use  a  high  drilling 
speed  and  feed.  Use  mineral-lard  oil  for  the 
exceptionally  hard  metals. 

Holding  the  Work 

Before  drilling,  be  sure  your  work  is  well 
clamped  down.  On  a  sensitive  drill  press  you  will 
probably  have  to  use  a  drill  vise  and  center  the 
work  by  hand.  Because  the  work  done  on  this  drill 
press  is  comparatively  light,  the  weight  of  the  vise 
is  sufficient  to  hold  the  work  in  place. 

The  larger  drill  presses  have  slotted  tables  to 
which  work  of  considerable  weight  can  be  bolted 
or  clamped.  T-bolts,  which  fit  into  the  T-slots  on 
the  table,  are  used  for  securing  the  work.  Various 
types  of  clamping  straps,  shown  in  figure  5-30, 
also  can  be  used.  (Clamping  straps  are  also 
identified  as  clamps  or  dogs.)  The  U-strap  is  the 
most  convenient  for  many  setups  because  it  has 
a  larger  range  of  adjustment. 

It  is  often  necessary  to  use  tools  such  as 
steel  parallels,  V-blocks,  and  angle  plates  for 
supporting  and  holding  the  work.  Steel  parallels 


GOOSENECK  STRAP 


U-STRAP 


11.15 


Figure  5-30.— Common  types  of  clamping  straps. 


5-23 


are  used  to  elevate  the  work  above  the  table  so 
you  can  better  see  the  progress  of  the  drill. 
V-blocks  are  used  for  supporting  round  stock,  and 
angle  plates  are  used  to  support  work  where  a  hole 
is  to  be  drilled  at  an  angle  to  another  surface. 
Some  examples  of  setups  are  shown  in  figure  5-31. 


Drilling  Hints 

To  ensure  accuracy  in  drilling,  position  the 
work  accurately  under  the  drill,  and  use  the  proper 
techniques  to  prevent  the  drill  from  starting  off 
center  or  from  moving  out  of  alignment  during 
the  cut.  Here  are  some  hints  that  will  aid  you  in 
correctly  starting  and  completing  a  drilling  job. 

1.  Before  setting  up  the  machine,  wipe  all 
foreign  matter  from  the  spindle  and  the 
table  of  the  machine.  A  chip  in  the  spindle 
socket  will  cause  the  drill  to  have  a 
wobbling  effect  which  tends  to  make  the 
hole  larger  than  the  drill.  Foreign  matter 
on  the  work  holding  device  under  the 
workpiece  tilts  it  in  relation  to  the  spindle, 
causing  the  hole  to  be  out  of  alignment. 

2.  Center  punch  the  work  at  the  point  to  be 
drilled.    Position    the    center-punched 
workpiece  under  the  drill.  Use  a  dead 
center  inserted  in  the  spindle  socket  to 
align   the   center-punch   mark    on   the 
workpiece  directly  under  the  axis  of  the 
spindle. 


ANGLE  PLATE 


DRILL  PRESS 
TABLE 


3 .  Bring  the  spindle  with  the  inserted  center 
down  to  the  center-punch  mark  and  hold 
it  in  place  lightly  while  fastening  the  locking 
clamps  or  dogs.  This  will  prevent  slight 
movement  of  the  workpiece,  table,  or  both 
when  they  are  clamped  in  position. 

4.  Insert  a  center  drill  (fig.  5-32)  in  the  spindle 
and  make  a  center  hole  to  aid  in  starting 
the  drill.  This  is  not  necessary  on  small 
drills  on  which  the  dead  center  of  the  drill 
is  smaller  than  the  center-punch  mark,  but 
on  large  drills  it  will  prevent  the  drill 
from  "walking"  away  from  the  center- 
punch  mark.  This  operation  is  especially 
important  in  drilling  holes   on  curved 
surfaces. 

5 .  Using  a  drill  smaller  than  the  required  size 
to  make  a  pilot  hole  will  increase  accuracy 
by  eliminating  the  need  for  the  dead  center 
oif  the  finishing  drill  to  do  any  cutting, 
decreasing  the  pressure  required  for  feeding 
the  finishing  drill  and  decreasing  the  width 
of  cut  taken  by  each  drill.  In  drilling  holes 
over  1  inch  in  diameter,  you  may  need  to 
use  more  than  one  size  of  pilot  drill  to 
increase  the  size  of  the  hole  by  steps  until 
the  finished  size  is  reached. 

6.  If  the  outer  corners  of  the  drill  (margin) 
appear  to  be  wearing  too  fast  or  have  a 
burnt  look,  the  drill  is  going  too  fast. 

7.  If  the  cutting  edges  (lips)  chip  during 
drilling,  too  much  lip  clearance  has  been 
ground  into  the  drill,  or  you  are  using  too 
heavy  a  feed  rate. 

8.  A  very  small  drill  will  break  easily  if  the 
drill  is  not  going  fast  enough. 

9.  When  a  hole  being  drilled  is  more  than 
three  or  four  times  the  drill  diameter  in 
depth,  back  out  the  drill  frequently  to  clear 
the  chips  from  the  flutes. 


Figure  5-31.— Work  mounted  on  the  table. 


11.16          Figure   5-32.- 


-Combined  drill   and  countersink   (center 
drill). 


10.  If  the  drill  becomes  hot  quickly,  is  difficult 
to  feed,  squeals  when  being  fed  and 
produces  a  rough  finish  in  the  hole,  it  has 
become  dull  and  requires  resharpening. 

11.  If  the  drill  has  cutting  edges  of  different 
angles  or  unequal  length,  the  drill  will  cut 
with  only  one  lip  and  will  wobble  in 
operation,  resulting  in  an  excessively  over- 
sized hole. 

12.  If  the  drill  will  not  penetrate  the  work, 
insufficient  or  no  lip  clearance  has  been 
ground  into  the  drill. 

13.  The  majority  of  drilled  holes  will  be  over- 
sized regardless  of  the  care  taken  to  ensure 
a  good  setup.  Generally,  you  can  expect 
the  oversize  to  average  an  amount  equal 
to  0.004  inch  times  the  drill  diameter 
plus   0.003    inch.    For    example,    you 
can  expect  a  1/2-inch  drill  to  produce 
a  hole  approximately  0.505  in  diameter 
([0.004  x  0.500]  +  0.003).  This  amount 
can  vary  up  or  down  depending  on  the 
condition  of  the  drilling  machine  and  the 
twist  drill. 

Correcting  Offcenter  Starts 

A  drill  may  start  off  center  because  of 
improper  center  drilling,  careless  starting  of  the 
drill,  improper  grinding  of  the  drill  point,  or  hard 
spots  in  the  metal.  To  correct  this  condition,  take 
a  half-round  chisel  and  cut  a  groove  on  the  side 
of  the  hole  toward  which  the  center  is  to  be  drawn. 
(See  fig.  5-33.)  The  depth  of  this  groove  depends 
upon  the  eccentricity  (deviation  from  center)  of 
the  partially  drilled  hole  with  the  hole  to  be  drilled. 
When  the  groove  is  drilled  out,  lift  the  drill  from 
the  work  and  check  the  hole  for  concentricity  with 


the  layout  line.  Repeat  the  operation  until  the  edge 
of  the  hole  and  the  layout  line  are  concentric. 
When  you  use  this  method  to  correct  an  off 
center  condition,  be  very  careful  that  the  cutting 
edge  or  lip  of  the  drill  does  not  grab  in  the  chisel 
groove.  Generally,  you  should  use  very  light  feeds 
until  you  establish  the  new  center  point.  (Heavy 
feeds  cause  a  sudden  bite  in  the  groove  which  may 
result  in  the  work  being  pulled  out  of  the  holding 
device,  or  the  drill  being  broken.) 

Counterboring,  Countersinking, 
and  Spotfacing 

A  counterbore  is  a  drilling  tool  used  in  the  drill 
press  to  enlarge  portions  of  previously  drilled 
holes  to  allow  the  heads  of  fastening  devices  to 
be  flush  with  or  below  the  surface  of  the 
workpiece.  The  parts  of  a  counterbore  that 
distinguish  it  from  a  regular  drill  are  a  pilot,  which 
aligns  the  tool  in  the  hole  to  be  counterbored,  and 
the  cutting  edge  of  the  counterbore,  which  is  flat 
so  that  a  flat  surface  is  left  at  the  bottom  of  the 
cut,  enabling  fastening  devices  to  seat  flat  against 
the  bottom  of  the  counterbored  hole. 

Figure  5-34  shows  two  types  of  counterbores 
and  an  example  of  a  counterbored  hole.  The  basic 
difference  between  the  counterbores  illustrated  is 
that  one  has  a  removable  pilot  and  the  other  does 
not.  A  conterbore  with  provisions  for  a  removable 
pilot  can  be  used  in  counterboring  a  range  of  hole 
sizes  by  simply  using  the  appropriate  size  pilot. 
The  use  of  the  counterbore  with  a  fixed  pilot  is 
limited  to  holes  of  the  same  dimensions  as  the 
pilot. 


11.17 
Figure  5-33.— Using  a  half-round  chisel  to  guide  a  drill  to 


J*| 
piL<5r 


TANG  TAPER  SHANK  SETSCREW 


COUNTERBORE 


Countersinks  are  used  for  seating  flathead 
screws  flush  with  the  surface.  The  basic  difference 
between  countersinking  and  counterboring  is  that 
a  countersink  makes  an  angular  sided  recess,  while 
the  counterbore  forms  straight  sides.  The  angular 
point  of  the  countersink  acts  as  a  guide  to  center 
the  tool  in  the  hole  being  countersunk.  Figure  5-35 
shows  two  common  types  of  countersinks. 

Spotfacing  is  an  operation  that  cleans  up  the 
surface  around  a  hole  so  that  a  fastening  device 
can  be  seated  flat  on  the  surface.  This  operation 
is  commonly  required  on  rough  surfaces  that  have 
not  been  machined  and  on  the  circumference  of 
concave  or  convex  workpieces.  Figure  5-36  shows 
an  example  of  spotfacing  and  the  application  of 
spotfacing  in  using  fastening  devices.  This  opera- 
tion is  commonly  done  by  using  a  counterbore. 

Reaming 

In  addition  to  drilling  holes,  the  drill  press  may 
be  used  for  reaming.  For  example,  when  specifica- 
tions call  for  close  tolerances,  the  hole  must  be 
drilled  slightly  undersize  and  then  reamed  to  the 
exact  dimension.  Reaming  is  also  done  to  remove 
burrs  in  a  drilled  hole  or  to  enlarge  a  previously 
used  hole  for  new  applications. 

Machine  reamers  have  tapered  shanks  that  fit 
the  drilling  machine  spindle.  Be  sure  not  to 
confuse  them  with  hand  reamers,  which  have 
straight  shanks.  Hand  reamers  will  be  ruined  if 
they  are  used  in  a  machine. 

There  are  many  types  of  reamers,  but  the  ones 
used  most  extensively  are  the  straight-fluted, 
the  taper,  and  the  expansion  types.  They  are 
illustrated  in  figure  5-37. 


m 


28.59 


Figure  5-35. — Countersinks. 


•5-X2  HEX.  HEAD 
CAP  SCREW 


SPOT 
FACE 


COUNTERBORE 


PILOT 

BODY. 
HOLE 


A  B 

Figure  5-36. — Examples  of  spotfacing. 


STRAIGHT  FLUTED  REAMER 


TAPER  REAMER 


EXPANSION    REAMER 
Figure  5-37. — Reamers. 


5.10 


The    STRAIGHT-FLUTED    REAMER    is 

made  to  remove  small  portions  of  metal  and  to 
cut  along  the  edges  to  bring  a  hole  to  close 
tolerance.  Each  tooth  has  a  rake  angle  which  is 
comparable  to  that  on  a  lathe  tool. 

The  TAPER  PIN  REAMER  has  a  tapered 
body  and  is  used  to  smooth  and  true  tapered  holes 
and  recesses.  The  taper  pin  reamer  is  tapered  at 
1/4  inch  per  foot. 

The  EXPANSION  REAMER  is  especially 
useful  in  enlarging  reamed  holes  by  a  few 
thousandths  of  an  inch.  It  has  a  threaded  plug 
in  the  lower  end  which  expands  the  reamer  to 
various  sizes. 

To  ream  a  hole,  follow  the  steps  outlined 
below: 

1 .  Drill  the  hole  about  1/64  inch  less  than  the 
reamer  size. 

2.  Substitute  the  reamer  in  the  drill  press 
without  removing  the  work  or  changing  the 
position  of  the  work. 

3.  Adjust  the  machine  for  the  proper  spindle 
speed.  (Reamers  should  turn  at  about  one- 
half  the  speed  of  the  twist  drill.) 

4.  Use  a  cutting  oil  to  ream.  Use  just  enough 
pressure  to  keep  the  reamer  feeding  into  the 
work;  excessive  feed  may  cause  the  reamer 
to  dig  in  and  break. 

5.  The  starting  end  of  a  reamer  is  slightly 
tapered;  always  run  it  all  the  way  through 
the   hole.   NEVER  RUN   A  REAMER 
BACKWARD  because  the  edges  are  likely 
to  break. 

Tapping 

Special  attachments  that  permit  cutting 
internal  screw  threads  with  a  tap  driven  by  the 
drilling  machine  spindle  can  save  considerable 
time  when  a  number  of  identically  sized  holes 
must  be  threaded.  The  attachment  is  equipped 


5-26 


with  a  reversing  device  that  automatically  changes 
the  direction  of  rotation  of  the  tap  when  either 
the  tap  strikes  the  bottom  of  the  hole  or  a  slight 
upward  pressure  is  applied  to  the  spindle  down- 
feed  lever.  The  reversing  action  takes  place 
rapidly,  permitting  accurate  control  over  the  depth 
of  the  threads  being  cut.  A  spiral-fluted  tap  should 
be  used  to  tap  a  through  hole  while  a  standard 
straight-fluted  plug  tap  can  be  used  in  a  blind  hole. 
A  good  cutting  oil  should  always  be  used  in 
tapping  with  a  machine. 

DRILLING  ANGULAR  HOLES 

An  angular  hole  is  a  hole  having  a  series  of 
straight  sides  of  equal  length.  A  square  (4-sided), 
a  hexagon  (6-sided),  a  pentagon  (5 -sided),  and  an 
octagon  (8-sided)  are  examples  of  angular  holes. 
An  angular  hole  that  goes  all  the  way  through  a 
part  can  be  made  easily  by  using  a  broach; 
however,  a  blind  hole,  one  in  which  the  angular 
hole  does  not  go  all  the  way  through  the  part,  can- 
not be  made  with  a  broach.  There  are  two 
methods  available  to  you  for  machining  a  blind 


angular  hole.  One  method,  the  shaper,  will  be 
covered  later  in  Chapter  12.  The  second  method, 
drilling  the  angular  hole  in  a  drill  press  or  on  a 
lathe,  is  described  briefly  in  the  following 
paragraphs. 

EQUIPMENT 

The  equipment  required  to  drill  angular  holes 
is  specialized  and  is  designed  to  do  only  this 
particular  operation.  The  machining  process, 
known  as  the  WATTS  METHOD,  was  developed 
by  the  Watts  Bros.  Tool  Works,  Incorporated 
and  the  required  equipment  is  patented  and 
manufactured  exclusively  by  that  company.  A 
brief  description  of  the  equipment  is  included  in 
the  following  paragraphs.  A  complete  description 
of  the  equipment  and  its  use  is  available  from  the 
manufacturer  when  the  equipment  is  ordered. 

Chuck 

The  chuck  (fig.  5-3 8 A)  used  in  drilling  angular 
holes  is  of  an  unusual  design  in  that  while  it  holds 
the  drill  in  a  position  parallel  to  the  spindle  of  the 
lathe  or  drill  press  and  prevents  it  from  revolving, 


FLOATING    CHUCK 


B 


GUIDE  PLATES 


GUIDE  HOLDER 


D 


SLIP  BUSHINGS 


SQUARE  DRILL 


HEXAGON 
DRILL 


Figure  5-38.— Equipment  for  drilling  angular  holes.  A.  Chuck;  B.  Guide  plate;  C.  Guide  holder;  D.  Slip  bushing;  E.  Angular 

drill. 


it  allows  the  drill  to  float  freely  so  that  the  flutes 
can  follow  the  sides  of  the  angular  hole  in  the 
guide  plate.  The  chuck  is  available  with  a  Morse 
taper  shank  to  fit  most  lathes  and  drill  presses. 
There  are  several  different  sizes  of  chucks,  each 
capable  of  accepting  drills  for  a  given  range  of 
hole  sizes. 

Guide  Plates 

The  guide  plate  (fig.  5-3 8B)  is  the  device  that 
causes  the  drill  to  make  an  angular  hole.  The  free- 
floating  action  of  the  chuck  allows  the  drill  to 
randomly  follow  the  straight  sides  and  corners  of 
the  guide  plate  as  it  is  fed  into  the  work.  Attach 
the  guide  plate  to  a  guide  holder  when  you  use 
a  lathe  and  directly  to  the  work  when  you  use  a 
drill  press.  A  separate  guide  plate  is  required  for 
each  different  shape  and  size  hole. 

Guide  Holder 

The  guide  holder  (fig.  5-38C),  as  previously 
stated,  holds  the  guide  plate  and  is  placed  over 
the  outside  diameter  of  the  work  and  locked  in 
place  with  a  setscrew.  The  guide  holder  is  used 
when  the  work  is  being  done  in  a  lathe  and  is  not 
required  for  drill  press  operations. 


Slip  Bushings 

Prior  to  actually  drilling  with  the  angular  hole 
drill,  you  must  drill  a  normal  round  hole  in  the 
center  of  the  location  where  the  angular  hole  will 
be  located.  This  pilot  hole  reduces  the  pressure 
that  would  otherwise  be  required  to  feed  the 
angular  drill  and  ensures  that  the  angular  drill  will 
accurately  follow  the  guide  plate.  In  a  lathe,  you 
need  only  drill  a  hole  using  the  tailstock  since  it 
and  the  chuck  will  automatically  center  the  pilot 
hole.  In  a  drill  press,  you  must  devise  a  method 
to  assist  you  in  aligning  the  pilot  hole.  A  slip 
bushing  will  do  the  job  quickly  and  accurately. 
The  slip  bushing  (fig.  5-38D)  fits  into  the  guide 
plate  and  has  a  center  hole  which  is  the  correct 
size  for  the  pilot  hole  of  the  particular  size  angular 
hole  being  drilled.  After  you  have  installed  the 
bushing,  position  the  correct  drill  so  that  it  enters 
the  hole  in  the  slip  bushing  and  drill  the  pilot  hole. 


Angular  Drill 

The  angular  drills  (fig.  5-38E)  are  straight 
fluted  and  have  one  less  flute  or  cutting  lip  than 
the  number  of  sides  in  the  angular  hole  they  are 
designed  to  drill.  The  drills  have  straight  shanks 
with  flats  machined  on  them  to  permit  securing 


Figure  5-39. — Lathe  setup  for  drilling  an  angular  hole. 


5-28 


them  in  the  floating  chuck  with  setscrews.  The 
cutting  action  of  the  drill  is  made  by  the  cutting 
lips  or  edges  on  the  front  of  the  drill. 


OPERATION 

The  procedure  for  drilling  an  angular  hole  is 
similar  to  that  for  drilling  a  normal  hole,  differing 
only  in  the  preliminary  steps  required  in  setting 
the  job  up.  The  feeds  and  speeds  for  drilling 
angular  holes  should  be  slower  than  those 
recommended  for  drilling  a  round  hole  of  the 
same  size.  Obtain  specific  recommendations 
concerning  feeds  and  speeds  from  the  informa- 
tion provided  by  the  manufacturer.  Use  a  coolant 
to  keep  the  drill  cool  and  help  flush  away  the 
chips.  The  following  procedures  apply  when  the 
work  is  being  done  on  a  lathe.  See  figure  5-39  for 
an  example  of  a  lathe  setup. 

1 .  Place  the  work  to  be  drilled  in  the  lathe 
chuck.  The  work  must  have  a  cylindrical 
outside  diameter  and  the  intended  location 
of  the  angular  hole  must  be  in  the  center 
of  the  work. 

2.  Place  the  guide  holder  over  the  outside 
diameter  of  the  work  and  tighten  the 
setscrew.  If  the  bore  in  the  back  of  the 
guide  holder  is  larger  than  the  diameter  of 
the  work,  make  a  sleeve  to  adapt  the  two 
together.  If  the  part  to  be  drilled  is  short, 
place  it  in  the  guide  holder  and  place  the 
guide  holder  in  the  chuck. 

3.  Drill  the  pilot  hole  at  this  time.  The  size 
of  the  pilot  hole  should  be  slightly  smaller 
than  the  distance  across  the  flats  of  the 
angular  hole.  The  manufacturer  makes 
specific  recommendations  on  pilot  hole 
sizes. 

4.  Attach   the   guide   plate  to   the   guide 
holder. 

5.  Mount  the  floating  chuck  in  the  lathe 
tailstock  spindle  and  place  the  drill  in  the 
chuck.  Tighten  the  setscrews  to  hold  the 
drill  securely. 

6.  You  are  now  ready  to  drill  the  angular 
hole.  Do  not  force  the  drill  into  the 
work  too  rapidly,   and  use  plenty  of 
coolant. 


The  setup  for  drilling  an  angular  hole  using 
a  drill  press  differs  in  that  instead  of  using  a  guide 
holder,  clamp  the  guide  plate  directly  to  the  work 
and  drill  the  pilot  hole  by  using  a  slip  bushing 
placed  in  the  guide  plate  to  ensure  alignment. 
Once  you  have  positioned  the  work  under  the  drill 
press  spindle  and  have  drilled  the  pilot  hole,  do 
not  move  the  setup.  Any  movement  will  result  in 
misalignment  between  the  work  and  the  angular 
drill. 


METAL  DISINTEGRATORS 

There  are  occasions  when  a  broken  tap  or  a 
broken  hardened  stud  cannot  be  removed  by  the 
usual  removal  methods  previously  covered.  To 
remove  such  a  piece  without  damaging  the 
part,  use  a  metal  disintegrator.  This  machine 
disintegrates  a  hole  through  the  broken  tap 
or  stud  by  the  use  of  an  electrically  charged 
electrode  that  vibrates  as  it  is  fed  into  the 
work.  The  part  to  be  disintegrated  and  the 
mating  part  that  it  is  screwed  into  must  be 
made  from  a  material  that  will  conduct  electricity. 
Figure  5-40  shows  a  disintegrator  removing  a 
broken  stud. 

You  can  obtain  the  specific  operating 
procedure  for  the  metal  disintegrator  from  the 
reference  material  furnished  by  the  manufacturer; 
however,  there  are  several  steps  involved  in 
setting  up  for  a  disintegrating  job  that  are 
common  to  most  of  the  models  of  disintegrators 
found  aboard  Navy  ships. 

Setting  up  the  part  to  be  disintegrated  is  the 
first  step  that  you  must  do.  Some  disintegrator 
models  have  a  built-in  table  with  the  disintegrating 
head  mounted  above  it  in  a  fashion  similar  to  a 
drill  press.  On  a  machine  such  as  this,  you  need 
only  bolt  the  part  securely  to  the  table,  ensuring 
that  the  part  makes  good  contact  so  that  an 
electrical  ground  is  provided.  Align  the  tap  or 
stud  to  be  removed  square  with  the  table  so  the 
electrode  will  follow  the  center  of  the  hole 
correctly.  Misalignment  could  result  in  the 
electrode  leaving  the  tap  or  stud  and  damaging 
the  part.  Use  either  a  machinist's  square  laid  on 
the  table  or  a  dial  indicator  mounted  on  the 
disintegrating  head  to  help  align  the  part.  If  the 
part  will  not  make  an  electrical  ground  to  the  table 
or  if  the  model  of  machine  being  used  is  designed 
as  an  attachment  to  be  mounted  in  a  drill  press 


Figure  5-40. — Metal  disintegrator  removing  a  broken  stud. 


spindle,  attach  the  disintegrator's  auxiliary  ground 
cable  to  the  part. 

Selection  of  the  correct  electrode  depends  on 
the  diameter  and  length  of  the  part  to  be  removed. 
As  a  general  rule,  the  electrode  should  be  large 
enough  in  diameter  to  equal  the  smallest  diameter 


of  a  tap  (the  distance  between  the  bottom  of 
opposite  flutes).  To  remove  a  stud,  the  electrode 
must  not  be  so  large  that  it  could  burn  or  damage 
the  part  if  a  slight  misalignment  is  present.  Use 
a  scribe  and  a  small  magnet  to  remove  any  of  the 
stud  material  not  disintegrated. 


The  coolant  is  pumped  from  a  sump  to  the 
disintegrating  head  and  then  through  the 
electrode,  which  is  hollow,  to  the  exact  point  of 
the  disintegrating  action. 

The  specific  controls  which  must  be  set  may 
vary  among  the  different  machines;  however, 
most  have  a  control  to  start  the  disintegrating  head 
vibrating  and  a  selector  switch  for  the  heat  or 


used.  Some  models  have  an  automatic  feed 
control  that  regulates  the  speed  that  the  electrode 
penetrates  the  part  to  be  removed.  Regardless  of 
whether  the  feed  is  automatic  or  manual,  it  must 
NOT  be  advanced  so  fast  that  it  stops  the 
disintegrating  head  and  the  electrode  from 
vibrating.  If  this  happens,  the  disintegrating 
action  will  stop  and  the  electrode  could  be  bent 
or  broken. 


5-31 


OFFHAND  GRINDING  OF  TOOLS 


One  requirement  for  advancement  in  the  MR 
rating  is  to  demonstrate  the  ability  to  grind  and 
sharpen  some  of  the  tools  used  in  the  machine 
shop.  Equipment  used  for  this  purpose  includes 
bench,  pedestal,  carbide,  and  chip  breaker 
grinders  and  precision  grinding  machines.  This 
chapter  contains  information  on  the  use  of  these 
grinders  and  how  to  grind  small  tools  by  using 
the  offhand  grinding  technique.  (Precision 
grinding  machines  will  be  discussed  in  a  later 
chapter.) 

Grinding  is  the  removal  of  metal  by  the 
cutting  action  of  an  abrasive.  In  offhand  grinding 
you  hold  the  workpiece  in  your  hand  and  position 
it  as  needed  while  grinding.  To  grind  accurately 
and  safely,  using  the  offhand  method,  you  must 
have  experience  and  practice.  In  addition,  you 
must  know  how  to  install  grinding  wheels  on 
pedestal  and  bench  grinders  and  how  to  sharpen 
or  dress  them.  You  must  also  know  the  safety 
precautions  concerning  grinding. 

To  properly  grind  small  handtools,  single- 
edged  cutting  tools,  and  twist  drills,  you  must 
know  the  terms  used  to  describe  the  angles  and 
surfaces  of  the  tools.  You  must  also  know  the 
composition  of  the  material  from  which  each  tool 
is  made  and  the  operations  for  which  the  to6l  is 
used. 


GRINDING  SAFETY 

The  grinding  wheel  is  a  fragile  cutting  tool 
which  operates  at  high  speeds.  Therefore,  the  safe 
operation  of  bench  and  pedestal  grinders  is  as 
important  to  you  as  are  proper  grinding 
techniques.  Observance  of  safety  precautions, 
posted  on  or  near  all  grinders  used  by  the  Navy, 
is  mandatory  for  your  safety  and  the  safety  of 
personnel  nearby. 

What  are  some  the  injuries  that  result  from 
grinding  operations?  Eye  injuries  caused  by  grit 
generated  during  the  grinding  process  are  the  most 
common  and  the  most  serious.  Abrasions  caused 


by  bodily  contact  with  the  wheel  are  quite  painful 
and  can  be  serious.  Cuts  and  bruises  caused  by 
segments  of  an  exploding  wheel,  or  a  tool 
"kicked"  away  from  the  wheel  are  other  sources 
of  injury.  Additionally,  prior  cuts  and  abrasions 
can  become  infected  if  they  are  not  protected  from 
grit  and  dust  produced  during  grinding. 

Safety  in  using  bench  and  pedestal  grinders  is 
primarily  a  matter  of  using  common  sense  and 
concentrating  on  the  job  at  hand.  Each  time  you 
start  to  grind  a  tool,  stop  briefly  to  consider  how 
the  observance  of  safety  precautions  and  the  use 
of  safeguards  protect  you  from  injury.  Consider 
the  complications  that  could  be  caused  by  loss  of 
your  sight,  or  loss  or  mutilation  of  an  arm  or 
hand. 

Some  guidelines  for  safe  grinding  practices 


are: 


•  Secure  all  loose  clothing  and  remove  rings 
or  other  jewelry. 

•  Inspect  the  grinding  wheel,  wheel  guards, 
toolrest,  and  other  safety  devices  to  ensure 
that   they    are   in  good   condition   and 
positioned  properly.  Set  the  toolrest  so  that 
it  is  within  1/8  inch  of  the  wheel  face  and 
level  with  the  center  of  the  wheel. 

•  Clean    and    adjust    transparent    shields 
properly,  if  they  are  installed.  Transparent 
shields  do  not  protect  against  dust  and  grit 
that  may  get  around  a  shield.  You  must 
ALWAYS  wear  goggles  while  grinding. 
Goggles  with  side  shield  give  the  best  eye 
protection. 

•  Stand   aside  when  starting  the  grinder 
motor  until  it  has  run  for  1  minute.  This 
prevents  injury  in  case  the  wheel  explodes 
from  a  defect  that  you  did  not  notice. 

•  Use    light    pressure   when    you   begin 
grinding;  too  much  pressure  on  a  cold 
wheel  may  cause  the  wheel  to  fail. 


6-1 


•  On  bench  and  pedestal  grinders,  grind  only 
on  the  face  or  periphery  of  a  grinding 
wheel    unless    the   grinding    wheel   is 
specifically  designed  for  side  grinding. 

•  Use  a  coolant  to  prevent  the  work  from 
overheating. 


BENCH  AND 
PEDESTAL  GRINDERS 

Bench  grinders  (fig.  6-1)  are  small,  self- 
contained  grinders  which  are  usually  mounted  on 
a  workbench.  They  are  used  for  grinding  and 
sharpening  small  tools  such  as  lathe,  planer,  and 
shaper  cutting  tools;  twist  drills;  and  handtools 
such  as  chisels  and  center  punches.  These  grinders 
do  not  have  installed  coolant  systems;  however, 
a  container  of  water  is  usually  mounted  on  the 
front  of  the  grinder. 

Grinding  wheels  up  to  8  inches  in  diameter  and 
1  inch  in  thickness  are  normally  used  on  bench 
grinders.  A  wheel  guard  encircles  the  grinding 
wheel  except  for  the  work  area.  An  adjustable 
toolrest  steadies  the  workpiece  and  can  be  moved 
in  or  out  or  swiveled  to  adjust  to  grinding  wheels 
of  different  diameters.  An  adjustable  eye  shield 
made  of  safety  glass  should  be  installed  on  the 
upper  part  of  the  wheel  guard.  Position  this  shield 
to  deflect  the  grinding  wheel  particles  away  from 
you. 

Pedestal  grinders  are  usually  heavy  duty  bench 
grinders  which  are  mounted  on  a  pedestal  fastened 
to  the  deck.  In  addition  to  the  features  of  the 
bench  grinder,  pedestal  grinders  normally  have 
a  coolant  system  which  includes  a  pump,  storage 
sump,  and  a  hose  and  fittings  to  regulate  and  carry 


the  coolant  to  the  wheel  surface.  Pedestal  grinders 
are  particularly  useful  for  rough  grinding  such  as 
"snagging"  castings.  Figure  6-2  shows  a  pedestal 
grinder  in  use. 

GRINDING  WHEELS 

A  grinding  wheel  is  composed  of  two  basic 
elements:  (1)  the  abrasive  grains,  and  (2)  the 
bonding  agent.  The  abrasive  grains  may  be 
compared  to  many  single  point  tools  embedded 
in  a  toolholder  or  bonding  agent.  Each  of  these 
grains  removes  a  very  small  chip  from  the 
workpiece  as  it  makes  contact  on  each  revolution 
of  the  grinding  wheel. 

An  ideal  cutting  tool  is  one  that  will  sharpen 
itself  when  it  becomes  dull.  This,  in  effect,  is  what 
happens  to  the  abrasive  grains.  As  the  individual 
grains  become  dull,  the  pressure  that  is  generated 
on  them  causes  them  to  fracture  and  present  new 
sharp  cutting  edges  to  the  work.  When  the  grains 
can  fracture  no  more,  the  pressure  becomes  too 
great  and  they  are  released  from  the  bond,  allow- 
ing new  sharp  grains  to  contact  the  work. 

SIZES  AND  SHAPES 

Grinding  wheels  come  in  various  sizes  and 
shapes.  The  size  of  a  grinding  wheel  is  determined 


Figure  6-1.— Bench  grinder. 


28.61 


Figure  6-2. — Grinding  on  a  pedestal  grinder. 


spindle  hole,  and  the  width  of  its  face.  All  the 
shapes  of  grinding  wheels  are  too  numerous  to 
list  in  this  manual,  but  figure  6-3  shows  most  of 
the  frequently  used  wheel  shapes.  The  type 


TYPEl 


STRAIGHT 


TYPE  2 


CYLINDER 


TYPE  i 


CUT-OFF 


TYPE  6  STRAIGHT  CUP 


TYPE  5     RECESSED  ONE  SIDE 


TYPE  7     RECESSED  TWO  SIDE 


TYPE  12 


DISH 


TYPE  il 


TYPE  13 


FLARING  CUP 


SAUCER 


Figure  6-3. — Grinding  wheel  shapes. 


manufacturers.  The  shapes  are  shown  in  cross- 
sectional  views.  The  specific  job  will  dictate  the 
shape  of  the  wheel  to  be  used. 

WHEEL  MARKINGS  AND 
COMPOSITION 

Grinding  wheel  markings  are  composed  of  six 
stations.  Figure  6-4  illustrates  the  standard 
marking.  The  following  information  breaks  down 
the  marking  and  explains  each  station — type  of 
abrasive,  grain  size,  bond  grade,  structure,  type 
of  bond,  and  the  manufacturer's  record  symbol. 
Study  this  information  carefully,  as  it  will  be 
invaluable  to  you  in  making  the  proper  wheel 
selection  for  each  grinding  job  you  attempt. 

Type  of  Abrasive 

The  first  station  of  the  wheel  marking  is  the 
abrasive  type.  There  are  two  types  of  abrasives: 
natural  and  manufactured.  Natural  abrasives, 
such  as  emery,  corundum,  and  diamond,  are  used 
only  in  honing  stones  and  in  special  types  of 
grinding  wheels.  The  common  manufactured 
abrasives  are  aluminum  oxide  and  silicon  carbide. 
They  have  superior  qualities  and  are  more 
economical  than  natural  abrasives.  Aluminum 
oxide  (designated  by  the  letter  A)  is  used  for 


C     60      I       8 


ABRASIVE 

GRAIN 

TYPE 

SIZE 

A-  ALUMINUM 

10 

OXIDE 

12 

-»> 

•C-SILICON 

14 

CARBIDE 

16 

18 

20 

24 

"-»» 

60 

1 

600 

\ 


BOND 
GRADE 

STRUCTURE 

A-SOFT 

1  -  DENSE 

8 

2 

C 

3 

D 

4 

E 

5 

F 

6 

G 

7 

H-TO 

h 

J3      TO 

—  "fc 

I 

P 

9 

"j 

10 

K 

11 

L 

12 

M 

13 

N 

14     \ 

) 

t 

15-  OPEN 

Z-HARD 

BOND 

TYPE 


V-VITRIFIED 
S  SILICATE 
R-RU88ER 
B-RESINOID 
E-SHELLAC 

0-OXYCHLOR- 
IDE 


Figure  6-4.— Standard  marking  system  for  grinding  wheels  (except  diamond). 


6-3 


work  such  as  cleaning  up  steel  castings.  Silicon 
carbide  (designated  by  the  letter  C),  which  is 
harder  but  not  as  tough  as  aluminum  oxide,  is 
used  mostly  for  grinding  nonferrous  metals  and 
carbide  tools.  The  abrasive  in  a  grinding  wheel 
comprises  about  40%  of  the  wheel. 


Grain  Size 

The  second  station  of  the  grinding  wheel 
marking  is  the  grain  size.  Grain  sizes  range  from 
10  to  500.  The  size  is  determined  by  the  size  of 
mesh  of  a  sieve  through  which  the  grains  can  pass. 
Grain  size  is  rated  as  follows:  Coarse:  10, 12, 14, 
16,  18,  20,  24;  Medium:  30,  36,  46,  54,  60;  Fine: 
70,  80,  90,  100, 120, 150, 180;  and  Very  Fine:  220, 
240, 280,  320, 400,  500,  600.  Grain  sizes  finer  than 
240  are  generally  considered  to  be  flour.  Fine  grain 
wheels  are  preferred  for  grinding  hard  materials, 
as  they  have  more  cutting  edges  and  will  cut  faster 
than  coarse  grain  wheels.  Coarse  grain  wheels  are 
generally  preferred  for  rapid  metal  removal  on 
softer  materials. 


Bond  Grade  (Hardness) 

Station  three  of  the  wheel  marking  is  the  grade 
or  hardness  of  the  wheel.  As  shown  in  figure  6-4, 
the  grade  is  designated  by  a  letter  of  the  alphabet; 
grades  run  from  A  to  Z,  or  soft  to  hard. 

The  grade  of  a  grinding  wheel  is  a  measure 
of  the  bond's  ability  to  retain  the  abrasive  grains 
in  the  wheel.  The  grading  of  a  grinding  wheel  from 
soft  to  hard  grade  does  not  mean  that  the  bond 
or  the  abrasive  is  soft  or  hard;  it  means  that  the 
wheel  has  either  a  small  amount  of  bond  (soft 
grade)  or  a  large  amount  of  bond  (hard  grade). 
Figure  6-5  shows  magnified  portions  of  both  soft 
grade  and  hard  grade  wheels.  You  can  see  by  the 
illustration  that  a  part  of  the  bond  surrounds  the 
abrasive  grains,  and  the  remainder  of  the  bond 
forms  into  posts  which  both  hold  the  grains  to 
the  wheel  and  hold  them  apart  from  each  other. 
The  wheel  with  the  larger  amount  of>  bonding 
material  has  thick  bond  posts  and  will  offer  great 
resistance  to  pressures  generated  in  grinding.  The 
wheel  with  the  least  amount  of  bond  will  offer 
less  resistance  to  the  grinding  pressures.  In  other 
words,  the  wheel  with  a  large  amount  of  bond  is 
a  hard  grade  and  the  wheel  with  a  small  amount 
of  bond  is  a  soft  grade. 


ABKASIVE 
GRAIN 

BOND 
"  COATING 

OPEN  SPACE 
BOND  POST 


m 


WHEEL  A 


WHEEL  B 


Figure  6-5. — How  bond  affects  the  grade  of  the  wheel.  Wheel 
A,  softer;  wheel  B,  harder. 


Structure 

The  fourth  station  of  the  grinding  wheel 
marking  is  the  structure.  The  structure  is 
designated  by  numbers  from  1  to  15,  as  illustrated 
in  figure  6-4.  The  structure  of  a  grinding  wheel 
refers  to  the  open  space  between  the  grains,  as 
shown  in  figure  6-5.  Wheels  with  grains  that  are 
very  closely  spaced  are  said  to  be  dense;  when 
grains  are  wider  apart,  the  wheels  are  said  to  be 
open.  The  metal  removal  will  be  greater  for  open- 
grain  wheels  than  for  close-grain  wheels.  Also 
dense,  or  close  grain,  wheels  will  normally  pro- 
duce a  finer  finish.  The  structure  of  a  grinding 
wheel  comprises  about  20%  of  the  grinding  wheel. 

Bond  Type 

The  fifth  station  of  the  grinding  wheel  mark- 
ing is  the  bond  type.  The  bond  comprises  the 
remaining  40%  of  the  grinding  wheel  and  is  one 
of  the  most  important  parts  of  the  wheel.  The 
bond  determines  the  strength  of  the  wheel.  The 


6-4 


VITRIFIED  BOND.— Designated  by  the 
letter  V,  this  is  the  most  common  bond  used  in 
grinding  wheels.  Approximately  15%  of  all 
grinding  wheels  are  made  with  vitrified  bond.  This 
bond  is  not  affected  by  oil,  acid,  or  water. 
Vitrified  bond  wheels  are  strong  and  porous,  and 
rapid  temperature  changes  have  little  or  no  effect 
on  them.  Vitrified  bond  is  composed  of  special 
clays.  When  heated  to  approximately  2300  °F  the 
clays  form  a  glass-like  cement.  Vitrified  wheels 
should  not  be  run  faster  than  6500  surface  feet 
per  minute. 

SILICATE  BOND.— Silicate  bond  wheels  are 
designated  by  the  letter  S.  The  bond  is  made  of 
silicate  of  soda.  Silicate  bond  wheels  are  used 
mainly  for  large,  slow  rpm  machines  where  a 
cooler  cutting  action  is  desired.  Silicate  bond 
wheels  are  softer  than  vitrified  wheels;  they  release 
the  grains  more  readily  than  vitrified  wheels. 
Silicate  bond  wheels  are  heated  to  approximately 
500  °F  when  they  are  made.  This  type  of  wheel, 
like  the  vitrified  bond  wheel,  must  not  be  run  at 
a  speed  greater  than  6500  surface  feet  per  minute. 

RUBBER  BOND.— Rubber  bond  wheels  are 
designated  by  the  letter  R.  The  bond  consists  of 
rubber  with  sulphur  added  as  a  vulcanizing  agent. 
The  bond  is  made  into  a  sheet  into  which  the 
grains  are  rolled.  The  wheel  is  stamped  out  of  this 
sheet  and  heated  in  a  pressurized  mold  until  the 
vulcanizing  action  is  completed.  Rubber  bond 
wheels  are  very  strong  and  are  elastic.  They  are 
used  for  thin  cutoff  wheels.  Rubber  bond  wheels 
produce  a  high  finish  and  can  be  run  at  speeds 
between  9,500  and  16,000  surface  feet  per  minute. 

RESINOID  BOND.— Resinoid  bond  wheels 
are  designated  by  the  letter  B.  Resinoid  bond  is 
made  from  powdered  or  liquid  resin  with  a 
plasticizer  added.  The  wheels  are  pressed  and 
molded  to  size  and  fired  at  approximately  320  °F. 
Resinoid  wheels  are  shock  resistant  and  very 
strong.  They  are  used  for  rough  grinding  and  as 
cutoff  wheels.  Resinoid  wheels,  like  rubber  bond 
wheels,  can  be  run  at  a  speed  of  9,500  to  16,000 
surface  feet  per  minute. 

SHELLAC  BOND.— Shellac  bond  wheels  are 
designated  by  the  letter  E.  Wheels  of  this  type  are 
made  from  a  secretion  from  Lac  bugs.  The 
abrasive  and  bond  are  mixed  and  molded  to  shape 


cutting  action  when  used  as  cutoff  wheels.  Shellac 
bond  wheels  can  be  run  at  speeds  between  9,500 
and  12,500  surface  feet  per  minute. 

OXYCHLORIDE  BOND.— Oxychloride 
bond  wheels  are  designated  by  the  letter  O. 
Oxychloride  bond  is  made  from  chemicals  and  is 
a  form  of  cold-setting  cement.  This  bond  is 
seldom  used  in  grinding  wheels  but  is  used 
extensively  to  hold  abrasives  on  sanding  disks. 
Oxychloride  bond  wheels  can  be  run  at  speeds 
between  5,000  and  6,500  surface  feet  per  minute. 


Manufacturer's  Record  Symbol 

The  sixth  station  of  the  grinding  wheel 
marking  is  the  manufacturer's  record.  This  may 
be  a  letter  or  number,  or  both.  It  is  used  by  the 
manufacturer  to  designate  bond  modifications  or 
wheel  characteristics. 


DIAMOND  WHEELS 

Diamond  grinding  wheels  are  classed  by 
themselves.  Wheels  of  this  type  are  very 
expensive  and  should  be  used  with  care  and  only 
for  grinding  carbide  cutting  tools.  Diamond 
wheels  can  be  made  from  natural  or  manufactured 
diamonds.  They  are  marked  similarly  to 
aluminum-oxide  and  silicon-carbide  wheels, 
although  there  is  not  a  standard  system.  The  first 
station  is  the  type  of  abrasive,  designated  D  for 
natural  and  SD  for  manufactured.  The  second 
station  is  the  grit  size,  which  can  range  from  24 
to  500.  A  100-grain  size  might  be  used  for  rough 
work,  and  a  220  for  finish  work.  In  a  Navy 
machine  shop,  you  might  find  a  150-grain  wheel 
and  use  it  for  both  rough  and  finish  grinding.  The 
third  station  is  the  grade,  designated  by  letters  of 
the  alphabet.  The  fourth  station  is  concentration, 
designated  by  numbers.  The  concentration  or 
proportion  of  diamonds  to  bond  might  be 
numbered  25,  50,  75,  or  100,  going  from  low  to 
high.  The  fifth  station  is  the  bond  type,  designated 
B  for  resinoid,  M  for  metal,  and  V  for  vitrified. 
The  sixth  station  may  or  may  not  be  used;  when 
used  it  identifies  bond  modification.  The  seventh 
station  is  the  depth  of  the  diamond  section.  This 
is  the  thickness  of  the  abrasive  layer  and  ranges 
from  1/32  to  1/4  inch.  Cutting  speeds  range  from 
4,500  to  6,000  surface  feet  per  minute. 


6-5 


GRAIN  DEPTH  OF  CUT 

On  most  ships,  stowage  space  is  limited. 
Consequently,  the  inventory  of  grinding  wheels 
must  be  kept  to  a  minimum.  It  would  be 
impractical  and  unnecessary  to  keep  on  hand  a 
wheel  for  every  grinding  job.  With  a  knowledge 
of  the  theory  of  grain  depth  of  cut  you  can  vary 
the  cutting  action  of  the  various  wheels  and  with 
a  small  inventory  can  perform  practically  any 
grinding  operation  that  may  be  necessary. 

For  ease  in  understanding  this  theory,  assume 
that  a  grinding  wheel  has  a  single  grain.  When 
the  grain  reaches  the  point  of  contact  with  the 


work,  the  depth  of  cut  is  zero.  As  the  wheel  and 
the  work  revolve,  the  grain  begins  cutting  into  the 
work,  increasing  its  depth  of  cut  until  it  reaches 
a  maximum  depth  at  some  point  along  the  arc  of 
contact.  This  greatest  depth  is  called  the  grain 
depth  of  cut. 

To  understand  what  part  grain  depth  of  cut 
plays  in  grinding,  look  at  figure  6-6.  Part  A 
illustrates  a  grinding  wheel  and  a  workpiece; 
ab  is  the  radial  depth  of  cut,  ad  is  the  arc  of 
contact,  and  ef  is  the  grain  depth  of  cut.  As  the 
wheel  rotates,  the  grain  moves  from  the  point  of 
contact  a  to  d  in  a  given  amount  of  time.  During 
the  same  time,  a  point  on  the  workpiece  rotates 


RADIAL 

DEPTH 

OF  CUT  ob 


ORIGINAL 
WHEEL 


amount  of  material  represented  by  the  shaded  area 
ade.  Now  refer  to  part  B  and  assume  that  the 
wheel  has  worn  down  to  a  much  smaller  size, 
while  the  wheel  and  work  speeds  remain  un- 
changed. The  arc  of  contact  ad'  of  the  smaller 
wheel  is  shorter  than  the  arc  of  contact  ad  of  the 
original  (larger)  wheel.  Since  the  width  of  the 
grains  remains  the  same,  decreasing  the  length  of 
the  arc  of  contact  will  decrease  the  surface 
(area  =  length  x  width)  that  a  grain  on  the  smaller 
wheel  covers  in  the  same  time  as  a  grain  on  the 
larger  wheel.  If  the  depth  that  each  grain  cuts  into 
the  workpiece  remains  the  same,  the  grain  on  the 
smaller  wheel  will  remove  a  smaller  volume 
(volume  =  length  x  width  x  depth)  of  material  in 
the  same  time  as  the  grain  on  the  larger  wheel. 
However,  for  both  grains  to  provide  the  same 
cutting  action,  they  both  have  to  remove  the  same 
volume  of  material  in  the  same  length  of  time. 
To  make  the  volume  of  material  the  grain  on  the 
smaller  wheel  removes  equal  that  of  the  grain  on 
the  larger  wheel,  you  have  to  either  make  the  grain 
on  the  smaller  wheel  cut  deeper  into  the  workpiece 
or  cover  a  larger  workpiece  surface  area  at  its 
original  depth  of  cut. 

To  make  the  grain  cut  deeper,  you  must 
increase  the  feed  pressure  on  the  grain.  This 
increase  of  feed  pressure  will  cause  the  grain  to 
be  torn  from  the  wheel  sooner,  making  the  wheel 
act  like  a  softer  wheel.  Thus,  the  grain  depth  of 
cut  theory  says  that  as  a  grinding  wheel  gets 
smaller,  it  will  cut  like  a  softer  wheel  because  of 
the  increase  in  feed  pressure  required  to  maintain 
its  cutting  action. 

The  opposite  is  true  if  the  wheel  diameter 
increases.  For  example,  if  you  replace  a  wheel  that 
is  too  small  with  a  larger  wheel,  you  must  decrease 
feed  pressure  to  maintain  the  same  cutting  action. 

The  other  previously  mentioned  way  to  make 
a  grain  on  a  smaller  wheel  remove  the  same 
amount  of  material  as  a  grain  on  a  larger  wheel 
is  to  keep  the  depth  of  cut  the  same  (no  increase 
in  feed  pressure)  while  you  increase  the  surface 
area  the  grain  contacts.  Increasing  the  surface  area 
requires  lengthening  the  contact  area,  since  the 
width  remains  the  same.  To  lengthen  the  contact 
area,  you  can  either  speed  up  the  workpiece 
rotation  or  slow  down  the  wheel  rotation.  Either 
of  these  actions  will  cause  a  longer  surface  strip 
of  the  workpiece  to  come  in  contact  with  the  grain 
on  the  wheel,  thereby  increasing  the  volume  of 
material  removed. 


removing  a  larger  volume  of  material,  you  must 
decrease  the  surface  of  the  workpiece  with  which 
the  grain  comes  into  contact.  You  can  do  this  by 
either  slowing  down  the  workpiece  rotation  or 
speeding  up  the  wheel  rotation. 

Keep  in  mind  that  all  of  these  actions  are  based 
on  the  grain  depth  of  cut  theory.  That  is,  making 
adjustments  to  the  grinding  procedure  to  make 
one  wheel  cut  like  another.  The  following 
summary  shows  the  actions  you  can  take  to  make 
a  wheel  act  a  certain  way. 

MAKE  THE  WHEEL  ACT  SOFTER  (IN- 
CREASE THE  GRAIN  DEPTH  OF  CUT) 

Increase  the  work  speed 
Decrease  the  wheel  speed 

Reduce  the  diameter  of  the  wheel  and 
increase  feed  pressure 

MAKE  THE  WHEEL  ACT  HARDER 
(DECREASE  THE  GRAIN  DEPTH  OF 
CUT) 

Decrease  the  work  speed 
Increase  the  wheel  speed 

Increase  the  diameter  of  the  wheel  and 
decrease  feed  pressure 

GRINDING  WHEEL  SELECTION 
AND  USE 

The  selection  of  grinding  wheels  for  precision 
grinding  is  based  on  such  factors  as  the  physical 
properties  of  the  material  to  be  ground,  the 
amount  of  stock  to  be  removed  (depth  of  cut), 
the  wheel  speed  and  work  speed,  and  the  finish 
required.  The  selection  of  a  grinding  wheel  that 
has  the  proper  abrasive,  grain,  grade,  and  bond 
is  determined  by  one  or  more  of  these  factors. 

An  aluminum  oxide  abrasive  is  the  most 
suitable  for  grinding  carbon  and  alloy  steel,  high- 
speed steel,  cast  alloys  and  malleable  iron.  A 
silicon  carbide  abrasive  is  the  most  suitable  for 
grinding  nonferrous  metals,  nonmetallic 
materials,  and  cemented  carbides. 

Generally,  as  you  grind  softer  and  more 
ductile  materials,  you  should  select  coarser  grain 
wheels.  Also,  if  you  need  to  remove  a  large 
amount  of  material,  use  a  coarse  grain  wheel 
(except  on  very  hard  materials).  If  a  good  finish 
is  required,  use  a  fine  grain  wheel.  If  the  machine 


6-7 


you  are  using  is  worn,  use  may  need  to  use  a 
harder  grade  to  help  offset  the  effects  of  wear  on 
the  machine.  Using  a  coolant  also  permits  you  to 
use  a  harder  grade  of  wheel.  Table  6-1  lists 
recommended  grinding  wheels  for  various 
operations. 

Figure  6-7  shows  the  type  of  grinding  wheel 
used  on  bench  and  pedestal  grinders.  When  you 
replace  the  wheel  be  sure  that  the  physical 
dimensions  of  the  new  wheel  are  correct  for  the 
grinder  on  which  it  will  be  used.  The  outside 
diameter,  the  thickness,  and  the  spindle  hole  size 
are  the  three  dimensions  that  you  must  check.  If 
necessary,  use  an  adapter  (bushing)  to  decrease 
the  size  of  the  spindle  hole,  so  that  it  fits  your 
grinder. 

The  wheels  recommended  for  grinding  and 
sharpening  single  point  (lathe,  planer,  shaper,  and 
so  on)  tool  bits  made  from  high-carbon  steel  or 


STRAIGHT  WHEEL 
Figure  6-7.— Grinding  wheel  for  bench  and  pedestal  grinders. 


high-speed  steel  are  A3605V  (coarse  wheel)  and 
A60M5V  (fine  or  finish  wheel).  Stellite  tools 
should  be  ground  on  a  wheel  designated  A46N5V. 
These  grinding  wheels,  which  have  aluminum 
oxide  as  an  abrasive  material,  should  be  used  to 
grind  steel  and  steel  alloys  only.  Grinding  cast 
iron,  nonferrous  metal  or  nonmetallic  materials 
with  these  grinding  wheels  will  result  in  loading 
or  pinning  of  the  wheel  as  the  particles  of  the 
material  being  ground  become  imbedded  in  the 


Table  6-1. — Recommendations  for  Selecting  Grinding  Wheels 


OPERATION 

WHEEL  DESIGNATION 

MATERIAL 

Abrasive 

Grain 
size 

Grade 

Structure 

Bond 

Mfg. 
Symbol 

Cylindrical 
grinding 

A 
A 
A 
A 
C 

A 
A 

60 
60 
54 
36 
36 

60 
54 

K 
L 
M 
G 
K 

G 
L 

8 

5 
5 
12 
5 

12 
5 

V 
V 
V 
V 
V 

V 
V 

High-speed  steel 
Hardened  steel 
Soft  steel 
Stainless  steel 
Cast  iron,  brass, 
aluminum 
Nickel  copper 
(Monel) 
General  purpose 

Surface  grinding 

A 

A 
A 

A 
C 

A 
A 

46 
60 
46 
36 
36 

60 

24 

H 
F 
J 
G 
J 

G 
H 

8 
12 
5 
12 
8 

12 
8 

V 
V 

V 
V 
V 

V 
V 

High-speed  steel 
Hardened  steel 
Soft  steel 
Stainless  steel 
Cast  iron  and 
bronze 
Nickel  copper 
(Monel) 
General  purpose 

Tool  and 
cutter  grinding 

A 

A 
A 

46 

54 
60 

K 

L 
K 

8 

5 
8 

V 

V 
V 

High-speed  steel  or 
cast  alloy  milling 
cutter 
Reamers 
Taps 

and  possibly  injure  someone  nearby. 
WHEEL  INSTALLATION 

The  wheel  of  a  bench  or  pedestal  grinder  must 
be  properly  installed;  otherwise,  the  wheel  will  not 
operate  properly  and  accidents  may  occur.  Before 
a  wheel  is  installed,  it  should  be  inspected  for 
visible  defects  and  "sounded"  to  determine 
whether  it  has  invisible  cracks.  To  properly  sound 
a  wheel,  hold  it  up  by  placing  a  hammer  handle 
or  a  short  piece  of  cord  through  the  spindle  hole. 
Using  a  nonmetallic  object  such  as  a  screwdriver 
handle  or  small  wooden  mallet,  tap  the  wheel 
lightly  on  its  side.  Rotate  the  wheel  1/4  of  a  turn 
(90°)  and  repeat  the  test.  A  good  wheel  gives  out 
a  clear  ringing  sound  when  tapped.  If  the  tapping 
produces  a  dull  thud,  the  wheel  is  cracked  and 
should  not  be  used. 

You  will  find  it  easier  to  understand  the 
following  information  on  mounting  the  wheel  if 
you  refer  to  figure  6-8.  Ensure  that  the  shaft  and 
flanges  are  clean  and  free  of  grit  and  old  blotter 
material.  Place  the  inner  flange  in  place  and 


inch  and  no  thicker  than  0.125  inch  for  leather 
or  rubber.  The  blotter  is  used  to  ensure  even 
pressure  on  the  wheel  and  to  dampen  the  vibration 
between  the  wheel  and  the  shaft  when  the  grinder 
is  operating. 

Next,  mount  the  wheel,  and  ensure  that  it  fits 
on  the  shaft  without  play,  there  should  be  a  0.002- 
to  0.005 -inch  clearance.  You  may  need  to  scrape 
or  ream  the  lead  bushing  in  the  center  of  the  wheel 
to  obtain  this  clearance.  NEVER  FORCE  THE 
WHEEL  ONTO  THE  SHAFT.  Forcing  the  wheel 
onto  the  shaft  may  cause  the  wheel  either  to  be 
slightly  out  of  axial  alignment  or  to  crack  when 
it  is  used. 

The  next  item  to  install  is  another  blotter, 
followed  by  the  outer  flange.  NOTE:  the  flanges 
are  recessed  so  they  provide  an  even  pressure  on 
the  wheel.  The  flanges  should  be  at  least  one-third 
the  diameter  of  the  wheel. 

Next,  install  the  washer  and  secure  the  nut. 
Tighten  the  securing  nut  sufficiently  to  hold  the 
wheel  firmly;  tightening  too  much  may  damage 
the  wheel. 

TRUING  AND  DRESSING 
THE  WHEEL 

Grinding  wheels,  like  other  cutting  tools, 
require  frequent  reconditioning  of  cutting  surfaces 
to  perform  efficiently.  Dressing  is  the  process  of 
cleaning  their  cutting  face.  This  cleaning  breaks 
away  dull  abrasive  grains  and  smoothes  the 
surface  so  that  there  are  no  grooves.  Truing  is  the 
removal  of  material  from  the  cutting  face  of  the 
wheel  so  that  the  resulting  surface  runs  absolutely 
true  to  some  other  surface  such  as  the  grinding 
wheel  shaft. 

The  wheel  dresser  shown  in  figure  6-9  is  used 
for  dressing  grinding  wheels  on  bench  and 


SAFETY  HOOD 
WHEEL- 


Figure  6-8. — Method  of  mounting  a  grinding  wheel. 


Figure  6-9. — Using  a  grinding  wheel  dresser. 


6-9 


pedestal  grinders.  To  dress  a  wheel  with  this  tool, 
start  the  grinder  and  let  it  come  up  to  speed.  Set 
the  wheel  dresser  on  the  rest  as  shown  in  figure 
6-9  and  bring  it  in  firm  contact  with  the  wheel. 
Move  the  wheel  dresser  across  the  periphery 
of  the  wheel  until  the  surface  is  clean  and 
approximately  square  with  the  sides  of  the  wheel. 
If  grinding  wheels  get  out  of  balance  because 
of  out-of-roundness,  dressing  the  wheel  will 
usually  remedy  the  condition.  A  grinding  wheel 
can  get  out  of  balance  if  part  of  the  wheel  is 
immersed  in  coolant.  If  this  happens,  remove  the 
wheel  and  dry  it  out  by  baking.  If  the  wheel  gets 
out  of  balance  axially,  it  probably  will  not  affect 
the  efficiency  of  the  wheel  on  bench  and  pedestal 
grinders.  This  unbalance  may  be  remedied  simply 
by  removing  the  wheel  and  cleaning  the  shaft 
spindle  and  spindle  hole  in  the  wheel  and  the 
flanges. 


CARBIDE  TOOL  GRINDER 

The  carbide  tool  grinder  (fig.  6-10)  looks  much 
like  a  pedestal  grinder  with  the  toolrest  on  the  side 
instead  of  on  the  front.  The  main  components  of 
the  carbide  tool  grinder  are:  a  motor  with  the  shaft 
extended  at  each  end  for  mounting  the  grinding 
wheels;  the  pedestal  which  supports  the  motor  and 
is  fastened  to  the  deck;  wheel  guards  which  are 
mounted  around  the  circumference  and  back  of 


the  grinding  wheels  as  a  safety  device;  and  an 
adjustable  toolrest  mounted  in  front  of  each  wheel 
for  supporting  the  tool  bits  while  they  are  being 
ground. 

Unlike  the  pedestal  grinder  where  the  grinding 
is  done  on  the  periphery  of  the  wheel,  the  carbide 
tool  bit  grinder  has  the  grinding  done  on  the  side 
of  the  wheel.  The  straight  cup  wheel  (fig.  6-11) 
is  similar  to  the  wheels  used  on  most  carbide  tool 
bit  grinders.  Some  carbide  tool  grinders  have  a 
straight  cup  wheel  on  one  side  of  the  grinder  and 
a  straight  wheel,  such  as  the  type  used  on  a 
pedestal  or  bench  grinder,  on  the  other  side. 

The  adjustable  toolrest  has  an  accurately 
ground  groove  or  keyway  across  the  top  of  its 
table.  This  groove  is  for  holding  a  protractor 
attachment  which  can  be  set  to  the  desired  cutting 
edge  angle.  The  toolrest  will  also  adjust  to  permit 
grinding  the  relief  angle. 

Some  carbide  tool  grinders  have  a  coolant 
system.  When  coolant  is  available,  the  tool  should 
have  an  ample,  steady  stream  of  coolant  directed 
at  the  point  of  grinding  wheel  contact.  An  ir- 
regular flow  of  coolant  may  allow  the  tool  to  heat 
up  and  then  be  quenched  quickly,  resulting  in 
cracks  to  the  carbide.  If  no  coolant  system  is 
available,  do  NOT  dip  the  carbide  into  a  container 
of  water  when  it  becomes  hot.  Allow  it  to  air  cool. 

Carbide  tipped  tool  bits  may  have  tips  that  are 
(1)  disposable,  having  three  or  more  pre-ground 
cutting  edges  or  (2)  brazed,  having  cutting  edges 
that  must  be  ground.  The  disposable-tip  type  tool 
bit  needs  no  sharpening;  the  tips  are  disposed  of 
as  their  cutting  edges  become  dull.  The  brazed- 
tip  type  tool  bit  is  sharpened  on  the  carbide  tool 
bit  grinder. 

For  best  results  in  sharpening  carbide  tipped 
tool  bits,  use  a  silicon  carbide  wheel  for  roughing 
and  a  diamond  impregnated  wheel  for  finishing. 


WORKING  FACE 


Figure  6-10.— Carbide  tool  grinder. 


Figure  6-11. — Crown  on  the  working  face  of  a  wheel  for  a 
carbide  tool  bit  grinder. 


You  can  obtain  the  best  results  from  carbide 
tipped  tools  by  using  four  different  grinding 
wheels  to  sharpen  them.  Use  the  aluminum 
oxide  wheel  recommended  for  grinding  high-speed 
steel  tools  to  grind  the  steel  shank  beneath  the 
carbide  tip  to  the  desired  end  and  side  cutting  edge 
angles  with  a  relief  angle  of  approximately  15  °. 
This  angle  is  approximately  double  the  clearance 
angle  ground  on  the  carbide  tip.  When  you  are 
ready  to  grind  the  carbide  tip,  use  wheels  that  have 
silicon  carbide  as  the  abrasive  material.  Use  a 
C6018V  wheel  for  rough  grinding  and  a  C100H8V 
wheel  for  semifinish  grinding.  To  finish  grind  the 
tip,  use  a  diamond  impregnated  grinding  wheel 
with  the  designation  SD  220-P50V. 


OPERATION  OF  THE  CARBIDE 
TOOL  GRINDER 

Use  the  following  procedure  to  sharpen  a 
carbide  tipped  tool  bit. 

•  Using  a  grinder  with  an  ALUMINUM 
OXIDE  wheel,  grind  side  relief  and  end 
relief   angles    on   the   STEEL    shanks. 
Caution:  NEVER  grind  steel  shanks  with 
silicon  carbide  wheels. 

•  Dress  the  silicon  carbide  wheel  with  a  star 
type  wheel  dresser.  Form  a  1/16-inch 
crown  on  the  working  face  of  the  wheel 
to  minimize  the  amount  of  contact  be- 
tween the  tip  and  the  wheel  (fig.  6-11). 

•  Using  the  graduated  dial  on  the  side  of  the 
toolrest,  adjust  the  toolrest  to  the  desired 
side  clearance  angle. 

•  Place  the  protractor  on  the  toolrest  with 
the  protractor  key  in  the  key  way.  Set  the 
protractor  to  the  proper  side  cutting  edge 
angle. 

•  Hold  the  shank  of  the  tool  bit  firmly 
against  the  side  of  the  protractor;  move  the 
tool  bit  back  and  forth  across  the  wheel, 
keeping  a  steady,  even  pressure  against  the 
wheel.  To  prevent  burning  the  carbide  tip, 
keep  the  tool  bit  continually  in  motion 
while  grinding  it. 


Generally,  when  a  carbide  tool  chip  grinder 
is  available,  the  finish  grinding  operation  is 
performed  on  this  machine  with  a  diamond  wheel. 
The  chip  grinder  is  very  similar  to  the  carbide  tool 
bit  grinder  except  that  the  wheels  are  smaller  and 
diamond  impregnated. 

If  you  use  silicon  carbide  wheels,  grind  the  car- 
bide tip  dry.  If  you  use  diamond  wheels,  be  sure 
to  use  coolant  on  both  the  tool  and  the  wheel  face. 
NEVER  allow  the  steel  shank  to  come  into  con- 
tact with  a  diamond  wheel  as  this  will  immediately 
load  the  wheel. 


CHIP  BREAKER  GRINDER 

A  chip  breaker  grinder  (fig.  6-12)  is  a 
specialized  grinding  machine.  It  is  designed 
to  permit  accurate  grinding  of  grooves  or 


Figure  6-12. — Chip  breaker  grinder. 


6-11 


indentations  on  the  top  surface  of  carbide  tools, 
so  that  the  direction  and  length  of  the  chips 
produced  in  cutting  metal  can  be  controlled.  A 
description  of  the  various  types  of  chip  breakers 
that  are  commonly  ground  on  carbide  tools  will 
be  presented  later  in  this  chapter. 

The  chip  breaker  grinder  has  a  vise  which  can 
be  adjusted  to  four  different  angles  to  hold  the 
tool  to  be  ground.  These  angles— the  side  cutting 
edge,  back  rake,  side  rake,  and  the  chip 
breaker— are  explained  later  in  this  chapter.  The 
vise  is  mounted  so  it  can  be  moved  back  and  forth 
under  the  grinding  wheel.  Both  the  cross  feed,  for 
positioning  the  tool  under  the  grinding  wheel,  and 
the  vertical  feed,  for  controlling  the  depth  of  the 
chip  breaker,  are  graduated  in  increments  of  0.001 
inch. 

A  diamond  wheel  is  used  on  the  chip  breaker 
grinder.  The  wheel  is  usually  a  type  1  straight 
wheel  but  differs  from  other  type  1  wheels  in  that 
it  is  normally  less  than  1/4  inch  thick.  An 
SD150R100B  grinding  wheel  is  normally 
recommended. 

Chip  breaker  grinders  have  a  coolant  system 
that  either  floods  or  slowly  drips  coolant  onto  the 
tool  being  ground.  The  main  objective  in  using 


coolant  is  to  prevent  the  grinding  wheel  from 
loading  up  or  glazing  over  from  the  grinding 
operation. 

SINGLE-POINT  CUTTING  TOOLS 

A  single-point  or  single-edged  cutting  tool  is 
a  tool  which  has  only  one  cutting  edge  as  opposed 
to  two  or  more  cutting  edges.  Drill  bits  are 
multiple-edged  cutters;  most  lathe  tools  are  single 
edged.  To  properly  grind  a  single-point  cutting 
tool,  you  must  know  the  relief  angles,  the  rake 
angles,  and  the  cutting  edge  angles  that  are 
required  for  specific  machines  and  materials.  You 
must  know  also  what  materials  are  generally  used 
for  cutting  tools  and  how  tools  for  various 
machines  differ. 

Cutting  Tool  Terminology 

Figure  6-13  shows  the  application  of  the  angles 
and  surfaces  we  use  in  discussing  single-point 
cutting  tools.  Notice  that  there  are  two  relief 
angles  and  two  rake  angles  and  that  the  angle  of 
keenness  is  formed  by  cutting  a  rake  angle  and 
a  relief  angle. 


SIDE  RAKE  ANGLE 


A 


FRONT 
VIEW 


B 


BACK  RAKE  ANGLE 
\ 


RIGHT 
SIDE 
VIEW 


END  RELIEF  ANGLE 


NOSE 


SIDE  CUTTING  EDGE  ANGLE 


making  a  slope  either  away  from  or  toward  the 
side  cutting  edge.  Figure  6-1 3A  shows  a  positive 
side  rake  angle.  When  the  side  rake  is  cut  toward 
the  side  cutting  edge,  the  side  rake  has  a  negative 
angle.  The  amount  of  side  rake  influences  to  some 
extent  the  size  of  the  angle  of  keenness.  It  causes 
the  chip  to  "flow"  to  the  side  of  the  tool  away 
from  the  side  cutting  edge.  A  positive  side  rake 
is  most  often  used  on  ground  single-point  tools. 
Generally,  the  side  rake  angle  will  be  steeper  (in 
the  positive  direction)  for  cutting  the  softer  metals 
and  will  decrease  as  the  hardness  of  the  metal 
increases.  A  steep  side  rake  angle  in  the  positive 
direction  causes  the  chip  produced  in  cutting  to 
be  long  and  stringy.  Decreasing  the  angle  will 
cause  the  chip  to  curl  up  and  break  more  quickly. 
A  negative  side  rake  is  recommended  when  the 
tool  will  be  subjected  to  shock,  such  as  an 
interrupted  cut  or  when  the  metal  being  cut  is 
extremely  hard. 

BACK  RAKE.— The  back  rake  is  the  angle  at 
which  the  top  surface  of  the  tool  is  ground  away 
mainly  to  guide  the  direction  of  the  flowing  chips. 
It  is  ground  primarily  to  cause  the  chip  cut  by  the 
tool  to  "flow"  back  toward  the  shank  of  the  tool. 
Back  rake  may  be  positive  or  negative;  it  is 
positive  (fig.  6-13B)  if  it  slopes  downward  from 
the  nose  of  the  tool  toward  the  shank,  or  negative 
if  a  reverse  angle  is  ground.  The  rake  angles  aid 
in  forming  the  angle  of  keenness  and  in  directing 
the  chip  flow  away  from  the  point  of  cutting. 
The  same  general  recommendations  concerning 
positive  or  negative  side  rake  angles  apply  to  the 
back  rake  angle. 

SIDE  RELIEF.— The  side  relief  (fig.  6-13A) 
is  the  angle  at  which  the  side  of  the  tool  is  ground 
to  prevent  the  tool  bit  from  rubbing  into  the  work. 
The  side  relief  angle,  like  the  side  rake  angle, 
influences  the  angle  of  keenness.  A  tool  with 
proper  side  relief  causes  the  side  thrust  to  be 
concentrated  on  the  cutting  edge  rather  than 
rubbing  on  the  flank  of  the  tool. 

END  RELIEF.— The  end  relief  (fig.  6-13B) 
is  the  angle  at  which  the  end  surface  of  the  tool 
is  ground  so  that  the  front  face  edge  of  the  tool 
leads  the  front  surface. 

ANGLE  OF  KEENNESS.— The  angle  of 
keenness  or  wedge  angle  (fig.  6- 13 A)  is  formed 


the  sum  of  the  side  rake  and  side  relief  angles. 
Generally,  for  cutting  soft  materials  this  angle  is 
smaller  than  for  cutting  hard  materials. 

SIDE  CUTTING  EDGE.— The  side  cutting 
edge  angle  (fig.  6-13C)  is  ground  on  the  side  of 
the  tool  that  is  fed  into  the  work.  This  angle  can 
vary  from  0  °  for  cutting  to  a  shoulder,  up  to  30  ° 
for  straight  turning.  An  angle  of  15°  is 
recommended  for  most  rough  turning  operations. 
In  turning  long  slender  shafts,  a  side  cutting  edge 
angle  that  is  too  large  can  cause  chatter.  Since  the 
pressure  on  the  cutting  edge  and  the  heat 
generated  by  the  cutting  action  decrease  as  the  side 
cutting  edge  angle  increases,  the  angle  should  be 
as  large  as  the  machining  operation  will  allow. 

END  CUTTING  EDGE.— The  end  cutting 
edge  angle  (fig.  6-13C)  is  ground  on  the  end  of 
the  tool  to  permit  the  nose  to  make  contact  with 
the  work  without  the  tool  dragging  the  surface. 
An  angle  of  from  8  °  to  30  °  is  commonly  used  with 
approximately  15°  recommended  for  rough 
urning  operations.  Finish  operations  can  be  made 
with  the  end  cutting  edge  angle  slightly  larger.  Too 
large  an  end  cutting  edge  angle  will  reduce  the 
support  given  the  nose  of  the  tool  and  could  cause 
premature  failure  of  the  cutting  edge. 

NOSE.— The  nose  (fig.  6-13C)  strengthens  the 
tip  of  the  tool,  helps  to  carry  away  the  heat 
generated  by  the  cutting  action  and  helps  to  obtain 
good  finish.  A  tool  that  is  used  with  the  nose 
ground  to  a  straight  point  will  fail  much  more 
rapidly  than  one  which  has  had  a  slight  radius 
ground  or  honed  on  it.  However,  too  large  a 
radius  will  cause  chatter  because  of  excessive  tool 
contact  with  the  work.  A  radius  (rounded  end) 
of  from  1/64  to  1/32  inch  is  normally  used  for 
turning  operations. 


GROUND-IN  CHIP  BREAKERS 

Chip  breakers  are  indentations  ground  on  the 
top  surface  of  the  tool  that  help  reduce  or  prevent 
the  formation  of  long  and  dangerous  chips.  The 
chip  breaker  will  cause  the  chips  to  curl  up  and 
break  into  short,  safe,  manageable  chips.  Chip 
breakers  are  ground  mostly  on  roughing  tools,  but 
they  can  be  ground  on  finishing  tools  used  to 


6-13 


machine  soft  ductile  metals.  Figure  6-14  shows 
four  of  the  several  types  of  chip  breakers  that  can 
be  ground  onto  the  cutting  tool. 

The  dimensions  given  are  general  and  can  be 
modified  to  compensate  for  the  various  feed  rates, 
depths  of  cut,  and  types  of  material  being 
machined.  The  groove  type  chip  breaker  must  be 
carefully  ground  to  prevent  it  from  coming  too 
close  to  the  cutting  edge  which  reduces  the  life 
of  the  tool  due  to  decreased  support  of  the  cutting 
edge.  Chip  breakers  on  carbide  tipped  tools  can 
be  ground  with  the  diamond  wheel  on  the  chip 
breaker  grinder.  High-speed  tools  must  be  ground 
with  an  aluminum  oxide  grinding  wheel.  This  can 
be  done  on  a  bench  grinder  by  dressing  the  wheel 
until  it  has  a  sharp  edge  or  by  using  a  universal 
vise  which  can  be  set  to  compound  angles  on  a 
mrface  or  tool  and  cutter  grinder. 


CUTTING  TOOL  MATERIALS 

The  materials  used  to  make  machine  cutting 
tools  must  have  the  hardness  necessary  to  cut 
other  metals,  be  wear  resistant,  have  impact 
strength  to  resist  fracture,  and  be  able  to 
retain  their  hardness  and  cutting  edge  at  high 
temperatures.  Several  different  materials  are 
used  for  cutting  tools  and  each  one  has 
properties  different  from  the  others.  Selection  of 
a  specific  cutting  tool  material  depends  on  the 
metal  being  cut  and  conditions  under  which  the 
cutting  is  being  done. 


TOP   VIEWS 

'/6-3/l6  1/32 

ijjll/''       , lit  I/" 


'/32 


PARALLEL     SHOULDER       GROOVE       ANGULAR 

END  VIEWS. 
Figure  6-14.— Chip  breakers. 


CARBON  TOOL  STEEL 

The  carbon  steel  used  to  make  cutting  tools 
usually  contains  from  0.90%  to  1.40%  carbon. 
Some  types  contain  small  amounts  of  chrome  or 
vanadium  to  increase  the  degree  of  hardness  or 
toughness.  Carbon  steel  is  limited  in  its  use  as  a 
cutting  tool  material  because  of  its  low  tolerance 
to  the  high  temperatures  generated  during  the 
cutting  process.  Tools  made  from  carbon  steel  will 
begin  to  lose  their  hardness,  50  to  64  Rockwell 
"C,"  at  a  tempering  range  of  approximately  350° 
to  650  °F.  Carbon  steel  tools  perform  best  as  lathe 
cutting  tools  when  used  to  take  light  or  finishing 
cuts  on  relatively  soft  materials  such  as  brass, 
aluminum,  and  unhardened  low  carbon  steels. 
The  cutting  speed  for  carbon  steel  tools 
should  be  approximately  50%  of  the  speeds 
recommended  for  high-speed  steel  tools. 

HIGH-SPEED  STEEL 

High-speed  steel  is  probably  the  most  common 
cutting  tool  material  used  in  Navy  machine  shops. 
Unlike  carbon  steel  tools,  high-speed  steel  tools 
are  capable  of  maintaining  their  hardness  and 
abrasion  resistance  under  the  high  temperatures 
and  pressures  generated  during  the  general  cutting 
process.  Although  the  hardness  of  the  high-speed 
tool  (60  to  70  Rockwell  ''C")  is  not  much  greater 
than  that  of  carbon  steel  tools,  the  tempering 
temperature  at  which  high-speed  steel  begins  to 
lose  its  hardness  is  1000°  to  1100°F.  There  are 
two  types  of  high-speed  tools  which  are  generally 
used  in  machine  shops.  They  are  tungsten  high- 
speed steel  and  molybdenum  high-speed  steel. 
These  designations  are  used  to  indicate  the  major 
alloying  element  in  each  of  the  two  types.  Both 
types  are  similar  in  their  ability  to  resist  abrasive 
wear  and  to  remain  hard  at  high  temperatures, 
and  in  their  degree  of  hardness.  The  molybdenum 
type  high-speed  steel  is  tougher  than  the  tungsten 
type  and  is  more  effective  in  machinery  operations 
where  interrupted  cuts  are  made. 

During  interrupted  cuts,  such  as  cutting  out- 
of-round  or  slotted  material,  the  cutter  contacts 
the  material  many  times  in  a  short  period  of  time. 
This  "hammering"  effect  dulls  or  breaks  cutters 
which  are  not  tough  enough  to  withstand  the 
shock  effect. 

CAST  ALLOYS 

Cast  alloy  tool  steel  usually  contains  varying 
amounts  of  cobalt,  chrome,  tungsten,  and 


C.    \  A 


high-speed  steel,  retaining  their  hardness  up  to 
an  operating  temperature  of  approximately 
1400°F.  This  characteristic  allows  cutting  speeds 
approximately  60%  greater  than  for  high-speed 
steel  tools.  However,  cast  alloy  tools  are  not  as 
tough  as  the  high-speed  steel  tools  and  therefore 
cannot  be  subjected  to  the  same  cutting  stresses, 
such  as  interrupted  cuts.  Clearances  that  are 
ground  on  cast  alloy  cutting  tools  are  less  than 
those  ground  on  high-speed  steel  tools  because  of 
the  lower  degree  of  toughness.  Tools  made  from 
this  metal  are  generally  known  as  Stellite, 
Rexalloy,  and  Tantung. 

CEMENTED  CARBIDE 

Cemented  carbides,  or  sintered  carbides  as 
they  are  sometimes  called,  can  be  used  at  cutting 
speeds  of  two  to  four  times  those  listed  for  high- 
speed steel.  The  softest  carbide  grade  is  equal  in 
hardness  to  the  hardest  tool  steel  and  is  capable 
of  maintaining  its  hardness  and  abrasive  resistance 
up  to  approximately  1700°F.  Carbide  is  much 
more  brittle  than  any  of  the  other  cutting  tool 
materials  previously  described  in  this  chapter. 
Because  of  this,  interrupted  cuts  should  be 
avoided  and  the  machine  setup  should  be  as  rigid 
and  vibration  free  as  possible.  There  are  many 
different  grades  of  carbides,  each  grade  being 
more  suited  for  a  particular  machining  operation 
and  metal  than  the  others.  Carbide  manufacturers 
normally  have  available  charts  that  match  the 
correct  grade  for  any  given  cutting  application. 
Due  to  the  brittleness  of  carbide,  it  is  seldom  used 
in  a  solid  form  as  a  cutting  tool.  The  most 
common  usage  is  as  a  tip  on  a  steel  shank  or  on 
the  cutting  edge  of  a  twist  drill.  Carbide  tipped 
lathe  cutting  tools  are  usually  in  the  form  of 
carbide  tips  brazed  onto  the  end  of  a  steel  shank 
or  as  small  variously  shaped  inserts,  mechanically 
held  on  the  end  of  a  steel  shank.  A  brief 
description  of  these  two  types  of  cutters  is 
included  in  the  following  paragraphs. 

Brazed  on  Tip 

The  brazed  on  carbide  tip  cutting  tool  was  the 
first  carbide  cutting  tool  developed  and  made 
available  to  the  metal  cutting  industry.  The 
insert  type  of  carbide  tip  has  become  more  widely 
used  because  of  the  ease  in  changing  cutting 
edges.  There  are  some  jobs  which  have  shapes  that 
cannot  be  readily  machined  with  a  standard 


of  tools  required  in  machinery,  such  as  turning, 
facing,  threading,  and  grooving  are  available  with 
different  grades  of  carbide  tips  already  brazed 
onto  steel  shanks.  Small  carbide  blanks  are  also 
available  that  you  can  braze  onto  a  shank. 

Brazing  on  a  carbide  tip  is  a  relatively  simple 
operation  that  can  be  performed  by  anyone 
qualified  to  operate  an  oxy acetylene  torch.  To 
braze  on  a  carbide  tip,  first,  thoroughly  clean  the 
steel  shank  by  grinding  or  sandblasting  and 
degreasing  it  with  an  approved  solvent.  Next, 
completely  coat  the  steel  shank  and  the  carbide 
tip  with  a  flux  to  further  remove  any  contamina- 
tion and  to  prevent  oxidation  during  brazing.  A 
thin  shim-like  brazing  alloy  is  available  that  you 
can  cut  to  the  size  needed  and  place  between  the 
shank  and  the  carbide  tip.  This  type  of  bronze 
alloy  is  better  than  the  rod  type  because  it  results 
in  a  more  uniform  and  stronger  bronze.  Begin 
heating  the  tool  at  the  bottom  of  the  shank.  Raise 
the  temperature  slowly  until  the  bronze  alloy 
melts.  Tap  the  carbide  tip  gently  to  ensure  a  firm 
seat  onto  the  shank  and  then  let  the  tool  cool  in 
the  air.  Quenching  the  tool  in  water  will  either 
cause  the  carbide  tip  to  crack  or  prevent  the 
bronze  bond  from  holding  the  tip  in  place.  After 
the  tool  is  cooled,  grind  it  to  the  shape  desired. 

Chip  control,  when  cutting  tools  with 
brazed-on  carbide  tips  are  used,  may  be  provided 
by  either  feeds  and  speeds  or  by  chip  breaker 
grooves  ground  into  the  top  of  the  carbide  tip. 
Using  a  chip  breaker  grinder  with  a  diamond 
impregnated  wheel  is  the  best  way  to  grind  a  chip 
breaker.  However,  it  is  possible  to  use  a  carbide 
tool  grinder  or  a  pedestal  grinder  wheel  dressed 
so  that  it  has  a  sharp  edge.  The  depth  of  the  chip 
breakers  averages  about  1/32  inch,  while  the 
width  varies  with  the  feed  rate,  depth  of  cut  and 
material  being  cut.  Grind  the  chip  breaker  narrow 
at  first  and  widen  it  if  the  chip  does  not  curl  and 
break  quickly  enough.  You  may  also  use  these 
same  types  of  chip  breakers  on  high-speed  steel 
cutters. 

Mechanically  Held  Tip  (Insert  Type) 

Mechanically  held  carbide  inserts  are  available 
in  several  different  shapes— round,  square, 
triangular,  diamond  threading,  and  grooving— 
and  in  different  thicknesses,  sizes,  and  nose  radii. 
The  inserts  may  have  either  a  positive,  a  neutral, 
or  a  negative  rake  attitude  to  the  part  being  cut. 
The  rake  attitude  is  a  combination  of  the  back 
rake  of  the  toolholder,  the  amount  of  clearance 


6-15 


ground  along  the  edge  of  the  insert  beneath  the 
cutting  edge,  and  the  ground-in  chip  breaker. 

An  insert  and  its  toolholder  must  have  the 
same  direction  of  rake.  For  instance,  a  negative 
rake  toolholder  requires  a  negative  rake  insert. 
Whenever  possible,  select  the  negative  rake  set-up 
because  both  sides  of  the  insert  can  be  used,  thus 
doubling  the  number  of  cutting  edges  available 
on  positive  or  neutral  inserts.  Be  sure  to  place  a 
specially  made  shim,  having  the  same  shape  as  the 
insert,  into  the  toolholder  pocket  beneath  the 
insert  to  provide  a  smooth  and  firm  support  for 
the  insert.  Methods  of  holding  the  insert  in  the 
toolholder  vary  from  one  manufacturer  to 
another.  Some  inserts  are  held  in  place  by  the  cam- 
lock  action  of  a  screw  positioned  through  a  hole 
in  their  centers,  while  others  are  held  against  the 
toolholder  by  a  clamp. 

Chip  control  for  carbide  insert  tooling  is 
provided  by  two  different  methods.  Some  inserts 
have  a  groove  ground  into  their  cutting  surfaces. 
Other  inserts  have  a  chip  breaker  plate  held  by 
a  clamp  on  top  of  their  cutting  surfaces. 

CERAMIC 

Other  than  diamond  tools,  ceramic  cutting 
tools  are  the  hardest  and  most  heat  resistant 
cutting  tools  available  to  the  machinist.  A  ceramic 
cutting  tool  is  capable  of  machining  metals  that 
are  too  hard  for  carbide  tools  to  cut.  Additionally, 
ceramic  can  sustain  cutting  temperatures  of  up  to 
2000  °F.  Therefore,  ceramic  tools  can  be  operated 
at  cutting  speeds  two  to  four  times  greater  than 
cemented  carbide  tools. 

Ceramic  cutting  tools  are  available  as  either 
solid  ceramic  or  as  ceramic  coated  carbide  in 
several  of  the  insert  shapes  available  in  cemented 
carbides  and  are  secured  in  the  toolholder  by  a 
clamp. 

Whenever  you  handle  ceramic  cutting  tools, 
be  very  careful  because  they  are  very  brittle  and 
will  not  tolerate  shock  or  vibration.  Be  sure  your 
lathe  setup  is  very  rigid  and  do  not  try  to  take  any 
interrupted  cuts.  Also  ensure  that  the  lathe  feed 
rate  does  not  exceed  0.015  to  0.020  inch  per 
revolution,  as  any  rate  exceeding  this  will  subject 
the  insert  to  excessive  forces  and  may  result  in 
fracturing  the  insert. 

ENGINE  LATHE  TOOLS 

Figure  6-15  shows  the  most  popular  shapes 
of  ground  lathe  tool  cutter  bits  and  their 
applications.  In  the  following  paragraphs  each  of 
the  types  shown  is  described. 


LEFT-HAND  TURNING  TOOL 

This  tool  is  ground  for  machining  work  when 
fed  from  left  to  right,  as  indicated  in  figure  6- 15 A. 
The  cutting  edge  is  on  the  right  side  of  the  tool 
and  the  top  of  the  tool  slopes  down  away  from 
the  cutting  edge. 

ROUND-NOSE  TURNING  TOOL 

This  tool  is  for  general  all-round  machine 
work  and  is  used  for  taking  light  roughing  cuts 
and  finishing  cuts.  Usually,  the  top  of  the  cutter 
bit  is  ground  with  side  rake  so  that  the  tool  may 
be  fed  from  right  to  left.  Sometimes  this  cutter 
bit  is  ground  flat  on  top  so  that  the  tool  may  be 
fed  in  either  direction  (fig.  6-15B). 

RIGHT-HAND  TURNING  TOOL 

This  is  just  the  opposite  of  the  left-hand 
turning  tool  and  is  designed  to  cut  when  fed  from 
right  to  left  (fig.  6-15C).  The  cutting  edge  is  on 
the  left  side.  This  is  an  ideal  tool  for  taking 
roughing  cuts  and  for  general  all-round  machine 
work. 

LEFT-HAND  FACING  TOOL 

This  tool  is  intended  for  facing  on  the  left- 
hand  side  of  the  work,  as  shown  in  figure  6-15D. 
The  direction  of  feed  is  away  from  the  lathe 
center.  The  cutting  edge  is  on  the  right-hand  side 
of  the  tool  and  the  point  of  the  tool  is  sharp  to 
permit  machining  a  square  corner. 

THREADING  TOOL 

The  point  of  the  threading  tool  is  ground  to 
a  60  °  included  angle  for  machining  V-f orm  screw 
threads  (fig.  6-15E).  Usually,  the  top  of  the  tool 
is  ground  flat  and  there  is  clearance  on  both  sides 
of  the  tool  so  that  it  will  cut  on  both  sides. 

RIGHT-HAND  FACING  TOOL 

This  tool  is  just  the  opposite  of  the  left-hand 
facing  tool  and  is  intended  for  facing  the  right 
end  of  the  work  and  for  machining  the  right  side 
of  a  shoulder.  (See  fig.  6-15F.) 

SQUARE-NOSED  PARTING 
(CUT-OFF)  TOOL 

The  principal  cutting  edge  of  this  tool  is  on 
the  front.  (See  fig.  6-1 5G.)  Both  sides  of  the  tool 


LATHE  TOOLHOLDER-STRAIGHT  SHANK 


CUTTER  BIT-NOT  GROUND 


CUTTER  BIT-GROUND  TO  FRORM 


A 


A  B  C  D  IT  F  6 

LEFT-HAND      ROUND-NOSE     RIGHT-HAND      LEFT-HAND        THREADING       RIGHT-HAND         CUT-OFF 
TURNING  TOOL     TURNING  TOOL      TURNING  TOOL      FACE  ING  TOOL  TOOL  FACING  TOOL  TOOL 


INSIDE 

THREADING 

TOOL 


Figure  6-15.— Lathe  tools  and  their  application. 


must  have  sufficient  clearance  to  prevent 
binding  and  should  be  ground  slightly  nar- 
rower at  the  back  than  at  the  cutting  edge. 
This  tool  is  convenient  for  machining  necks, 
grooves,  squaring  corners,  and  for  cutting 
off. 


BORING  TOOL 

The  boring  tool  is  usually  ground  the  san 
shape  as  the  left-hand  turning  tool  so  that  tl 
cutting  edge  is  on  the  front  side  of  the  cutter  b 
and  may  be  fed  in  toward  the  headstock. 


6-17 


INTERNAL-THREADING  TOOL 

The  internal-threading  (inside-threading)  tool 
is  the  same  as  the  threading  tool  in  figure  6-1 5E, 
except  that  it  is  usually  much  smaller.  Boring  and 
internal-threading  tools  may  require  larger  relief 
angles  when  used  in  small  diameter  holes. 


GRINDING  ENGINE  LATHE 
CUTTING  TOOLS 

The  materials  being  machined  and  the 
machining  techniques  used  limit  the  angles  of  a 
tool  bit.  When  grinding  the  angles,  however,  you 
must  also  consider  the  type  of  toolholder  and  the 
position  of  the  tool  with  respect  to  the  axis  of  the 
workpiece.  The  angular  offset  and  the  angular 
vertical  rise  of  the  tool  seat  in  a  standard  lathe 
toolholder  affect  the  cutting  edge  angle  and  the 
end  clearance  angle  of  a  tool  when  it  is  set  up  for 
machining.  The  position  of  the  point  of  the  tool 
bit  with  respect  to  the  axis  of  the  workpiece, 
whether  higher,  lower,  or  on  center,  changes  the 
amount  of  front  clearance. 

Figure  6-16  shows  some  of  the  standard  tool- 
holders  used  in  lathe  work.  Notice  the  angles  at 
which  the  tool  bits  sit  in  the  various  holders.  You 
must  consider  these  angles  with  respect  to  the 
angles  ground  in  the  tools  and  the  angle  that  you 
set  the  toolholder  with  respect  to  the  axis  of  the 
work.  Also  notice  that  a  right-hand  toolholder  is 
offset  to  the  LEFT  and  a  left-hand  toolholder 
is  offset  to  the  RIGHT.  For  most  machining 
operations,  a  right-hand  toolholder  uses  a  left- 
hand  turning  tool  and  a  left-hand  toolholder  uses 
a  right-hand  turning  tool.  Study  figure  6-15  and 
6-16  carefully  to  clearly  understand  this  apparent 
contradiction.  (Carbide  tipped  cutting  tools  should 
be  held  directly  in  the  toolpost  or  in  heavy  duty 
holders  similar  to  those  used  on  turret  lathes.) 

The  contour  of  a  cutting  tool  is  formed  by  the 
side  cutting  edge  angle  and  the  end  cutting  edge 


STRAIGHT  SHANK  TURNING  TOOL 


angle  of  the  tool.  (Parts  A  through  G  of  fig.  6-15 
illustrate  the  recommended  contour  of  several 
types  of  tools.)  There  are  no  definite  guidelines 
on  either  the  form  or  the  included  angle  of  the 
contour  of  pointed  tool  bits.  Each  machinist 
usually  forms  the  contour  as  he  or  she  prefers. 
For  roughing  cuts,  it  is  recommended  that  the 
included  angle  of  the  contour  of  pointed  bits  be 
made  as  large  as  possible  and  still  provide 
clearance  on  the  trailing  side  or  end  edge.  Tools 
for  threading,  facing  between  centers,  and  parting 
have  specific  shapes  because  of  the  form  of  the 
machined  cut  or  the  setup  used. 

STEPS  IN  GRINDING  A  TOOL  BIT 

The  basic  steps  are  similar  for  grinding  a 
single-edged  tool  bit  for  any  machine.  The 
difference  lies  in  shapes  and  angles.  Use  a  coolant 
when  you  grind  tool  bits.  Finish  the  cutting  edge 
by  honing  it  on  an  oilstone.  The  basic  steps  for 
grinding  a  round  nose  turning  tool  are  illustrated 
in  figure  6-17.  A  description  of  each  step  follows: 

1 .  Grind  the  left  side  of  the  tool,  holding  it 
at  the  correct  angle  against  the  wheel  to 
form  the  necessary  side  clearance.  Use  the 
coarse  grinding  wheel  to  remove  most  of 
the  metal,  and  then  finish  on  the  fine 
grinding  wheel.  (If  the  cutting  edge  is 
ground  on  the  periphery  of  a  wheel  less 
than  6  inches  in  diameter,  it  will  be  under- 
cut and  will  not  have  the  correct  angle.) 
Keep  the  tool  cool  while  grinding. 

2.  Grind  the  right  side  of  the  tool,  holding  it 
at  the  required  angle  to  form  the  right  side. 

3.  Grind  the  radius  on  the  end  of  the  tool.  A 
small  radius  (approximately  1/32  inch)  is 


'   LEFT-HAND 
TURNING  TOOL 


RIGHT-HAND 
TURNING  TOOL 


:•:•*:"•.    CUTTER 
BIT 


Figure  6-16. — Standard  lathe  toolholders. 


Figure  6-17.— Grinding  and  honing  a  lathe  cutter  bit. 


preferable,  as  a  large  radius  may  cause 
chatter.  Hold  the  tool  lightly  against  the 
wheel  and  turn  it  from  side  to  side  to 
produce  the  desired  radius. 

4.  Grind  the  front  of  the  tool  to  the  desired 
front  clearance  angle. 

5 .  Grind  the  top  of  the  tool,  holding  it  at  the 
required  angle  to  obtain  the  necessary  side 
rake  and  back  rake.  Try  not  to  remove  too 
much  of  the  metal.  The  more  metal  you 
leave  on  the  tool,  the  better  the  tool  will 
absorb  the  heat  produced  during  cutting. 

6.  Hone  the  cutting  edge  all  around  and  on 
top  with  an  oilstone  until  you  have  a  keen 
cutting  edge.  Use  a  few  drops  of  oil  on  the 
oil-stone  when  honing.  Honing  will  not 
only  improve  the  cutting  quality  of  the  tool, 
but  will  also  produce  a  better  finish  on  the 
work,  and  the  cutting  edge  of  the  tool  will 
stand  up  much  longer  than  if  it  is  not 
honed.  The  cutting  edge  should  be  sharp 
in  order  to  shear  off  the  metal  instead  of 
tearing  it  off. 

GRINDING  TOOLS  FOR 
ROUGHING  CUTS 

A  single-edged  cutting  tool  used  for  roughing 
cuts  (relatively  heavy  depth  of  cut  and  heavy  feed) 
can  be  modified  slightly  and  used  for  finishing 


operations.  In  finishing,  lighter  feed  and  less 
depth  of  cut  are  normally  used  to  get  a  smooth 
surface.  To  grind  a  finishing  tool  from  a  roughing 
tool,  it  is  usually  necessary  only  to  increase  the 
back  rake  angle,  decrease  the  side  rake  and  side 
clearance  angles,  and  grind  a  radius  on  the  nose 
of  the  tool.  The  only  portion  of  a  tool  ground  in 
this  manner  that  will  be  cutting  is  the  nose. 
Grinding  a  larger  back  rake  angle  makes  a  more 
acute,  chisel-type  nose.  Decreasing  side  rake  and 
side  clearance  provides  more  support  for  the 
cutting  edge.  By  increasing  the  radius  of  the  nose, 
you  ensure  that  more  of  the  cutting  edge  will  be 
in  contact  with  the  work  during  the  cut;  and  thus, 
by  decreasing  the  feed  rate  of  the  tool,  you  will 
have  a  finer  cut  (similar  to  a  scraping)  which 
ensures  a  good  finish. 

In  general  machining  work,  you  will  find  that 
it  is  easy  to  grind  a  tool  which  can  be  used  for 
both  roughing  and  finishing.  To  do  this  you  grind 
a  roughing  tool  to  increase  the  nose  radius  a  little 
more  than  usual.  When  you  take  the  finish  cut, 
decrease  the  feed  rate  until  you  obtain  the  required 
finish. 

Table  6-2  gives  recommended  angles  for 
roughing  and  finishing  cuts  for  tools  made  of 
various  materials.  The  values  provided  in  table 
6-2  are  somewhat  arbitrarily  selected  as  the  most 
appropriate  so  that  you  can  grind  a  minimum 


Table  6-2.— Angles  for  Grinding  Engine  Lathe  Tools 


Material 

Operation 

Angle  (Degrees) 

Back 
Rake 

Side 
Rake 

Side 
Relief 

End 
Relief 

Mild  steel 

Roughing 
Finishing 

6-10 
14-22 

14-22 
0 

5-9 
0 

5-9 
5-9 

Hard  steel  and  cast 
iron 

Roughing 
Finishing 

6-8 
6-10 

12-14 
0 

5-9 
0 

5-9 
5-9 

Brass  and  bronze 

Roughing 
Finishing 

6-8 
14-22 

4-10 
0 

5-9 
0 

5-9 
5-9 

Copper  and  aluminum 

Roughing 
Finishing 

8-10 
8 

16-24 
16-24 

5-9 
0 

5-9 
5-9 

Monel 

Roughing 
Finishing 

4-8 
14-22 

10-14 
0 

5-9 
0 

5-9 
5-9 

number  of  tools  for  maximum  use,  with  respect 
to  materials  commonly  machined  in  the  shop.  The 
angles  given  in  table  6-2  and  other  tables  in  this 
chapter  are  intended  as  guidelines  for  the 
beginner.  As  you  gain  experience,  you  will  find 
that  you  can  grind  tools  that  cut  efficiently  even 
though  the  angles  do  not  conform  exactly  to  the 
angles  prescribed. 

In  table  6-2  you  will  note  that  the  front 
clearance  angles  are  practically  standard  for 
commonly  used  materials.  The  angle  of  side 
clearance  within  the  tolerance  given  is  based  on 
the  fact  that  small  angles  are  necessary  when  a 
light  feed  rate  is  used  and  larger  angles  are 
necessary  when  a  higher  feed  rate  is  used.  The 
front  clearance  angle  should  generally  be  increased 
in  proportion  to  the  increase  in  the  diameter  of 
the  workpiece. 

TURRET  LATHE  TOOLS 

The  angles  of  cutting  tools  for  turret  lathes 
are  quite  similar  to  those  for  engine  lathe  tools. 


However,  the  cutters  themselves  are  usually  much 
larger  than  those  used  on  an  engine  lathe  because 
the  turret  lathe  is  designed  to  remove  large 
quantities  of  metal  rapidly. 

The  relative  merits,  limitations,  and  applica- 
tions, as  well  as  the  grinding  of  carbon  tool  steel, 
high-speed  steel,  Stellite,  and  carbide  tool  bits 
have  been  discussed  in  relation  to  engine  lathe 
tools.  That  information  is  applicable  to  turret 
lathe  cutters,  with  a  few  exceptions  which  will  be 
discussed  here. 

The  turret  lathe  cutter  must  withstand  heavy 
cutting  pressures;  therefore,  its  cutting  edge  must 
be  well  supported.  The  amount  of  support 
depends  upon  the  amount  of  side  clearance,  side 
rake,  front  clearance,  and  back  rake  given  the 
tool.  The  clearance  and  rake  angles  prescribed  in 
table  6-2  for  tool  bits  are  given  in  ranges,  but  a 
turret  lathe  cutter  clearance  and  rake  angles  must 
be  more  specifically  controlled.  You  must  know 
the  exact  tool  angles  and  grind  the  cutter  to  those 
angles.  Table  6-3  lists  the  angles  to  which  high- 
speed and  carbon  steel  cutters  should  be  ground 


Table  6-3.— Angles  for  Grinding  Turrent  Lathe  Tools  (High  Speed  and  Carbon  Steel) 


Angle  (D 

egrees) 

Material 

Side 
Clearance 

Front 
Clearance 

Back 
Rake 

Side 
Rake 

Cast  Iron  

g 

g 

g 

14 

Copper     

g 

g 

in 

25 

Brass,  Soft  

g 

g 

n 

n 

Hard  Bronze  

g 

g 

R 

c; 

Aluniinum  

g 

Q 

g 

1  g 

Steels: 
SAE  XI  112  Spec    Screw  Stock    

g 

g 

1  ^ 

?n 

SAE  X1315  Screw  Stock  

g 

g 

1  S 

on 

SAE  1020  Carbon  Steel   

8 

8 

15 

15 

SAE  1035  Carbon  Steel   

8 

8 

15 

15 

SAE  1045  Carbon  Steel  

8 

8 

10 

12 

SAE  1095  High  Carbon  Steel  

8 

8 

5 

10 

SAE  2315  Nickel  Alloy  

8 

8 

15 

15 

SAE  2335  Nickel  Alloy  (Annealed)  

8 

8 

15 

15 

SAE  2350  Nickel'  Steel  (Annealed)   

8 

8 

10 

12 

SAE  3115  Nickel-  Chromium  Alloy  

8 

8 

15 

15 

SAE  3140  Nickel-  Chromium  (Annealed)    
SAE  3250  Nickel  -Chromium  (Annealed)   
SAE  4140  Chromium-Molybdenum 
SAE  4615  Nickel  -Molybdenum 
SAE  6145  Chromium-  Vanadium 

8 
8 
8 
8 
8 

8 
8 
8 
8 
8 

10 
8 
10 
15 
8 

12 
12 
12 
15 
12 

6-20 


As  carbide  tips  cannot  tolerate  bending  but  are 
otherwise  capable  of  withstanding  heavy  cutting 
pressures,  the  tool  angles  prescribed  for  them  are 
somewhat  different.  Table  6-4  lists  the  clearance 
and  rake  angles  for  carbide-tipped  cutters.  Notice 
that  the  side  and  front  clearance  angles  differ  only 
slightly  from  those  prescribed  for  high-speed 
steel  cutters  but  that  the  rake  angles  differ 
considerably.  The  reduction  in  back  rake  and  side 
rake  angles  for  carbide-tipped  tools  provides  a 
bigger  included  angle  for  the  cutting  edge  and, 
therefore,  greater  resistance  against  bending 
stress. 

Before  a  carbide  tip  is  ground,  a  clearance 
angle  is  ground  on  the  shank  with  a  conventional 
grinding  wheel.  This  clearance  angle  must  be 
slightly  larger  than  the  angle  to  be  ground  on  the 
carbide  tip.  The  clearance  prevents  loading  the 
grinding  wheel  with  the  soft  material  of  the  shank 
when  the  clearance  angles  are  ground  on  the  tip. 

Stellite  cutters  should  be  given  tool  angles 
that  lie  approximately  midway  between  those 
prescribed  for  the  high-speed  steel  and  the  carbide- 
tipped  types. 


un  ccuuna.1  control  101  its  caips,  cspciaouy 

the  cutter  is  to  machine  a  tough  ductile  metal  from 
which  the  chip  peels  off  in  a  continuous  stream. 
A  long,  hot  chip,  in  addition  to  being  hazardous 
to  you,  will  often  interfere  with  the  operation  of 
the  other  cutters  or  with  the  operation  of  the  lathe 
itself  unless  the  direction  of  its  run-off  is 
controlled.  As  some  other  factors  are  involved, 
chip  control  will  be  discussed  after  the  setting  of 
cutters  has  been  taken  up  in  chapter  10. 


SHAPER  AND  PLANER  TOOLS 

Shaper  and  planer  cutting  tools  are  similar  in 
shape  to  lathe  tools  but  differ  mainly  in  their  relief 
angles.  As  these  cutting  tools  are  held  practically 
square  with  the  work  and  do  not  feed  during  the 
cut,  relief  angles  are  much  less  than  those  required 
for  turning  operations.  Nomenclature  used  for 
shaper  and  planer  tools  is  the  same  as  that  for 
lathe  tools;  and  the  elements  of  the  tool,  such  as 
relief  and  rake  angles,  are  in  the  same  relative 
position  as  shown  in  figure  6-13 .  Both  carbon  and 
high-speed  steel  are  used  for  these  tools. 


Table  6-4.— Angles  for  Grinding  Turret  Lathe  Tools  (Carbide) 


Material 

Angle  (Degrees) 

Side 
Clearance 

Front 
Clearance 

Back 
Rake 

Side 
Rake 

Cast  Iron 

4-6 

4-6 

0-4 

10-12 

Aluminum 

8-10 

8-10 

25 

15 

Copper 

8-10 

8-10 

4 

20 

Brass 

6 

6 

0 

4 

Bronze 

6 

6 

0 

4 

Low  carbon  steel  up  to  0.20%  carbon 

8-10 

8-10 

4-6 

10-12 

Carbon  steel  up  to  0  .  60%  carbon 

8-10 

8-10 

4-6 

10-12 

Tool  steel  over  0  .  60%  carbon,  and  tough  alloys 

8-10 

8-10 

4-6 

6-10 

NOTE:    Keep  back  rake  angle  as  small  as  possible  for  greatest  strength. 


6-21 


shaper  or  planer.  Although  the  types  differ 
considerably  as  to  shape,  the  same  general  rules 
govern  the  grinding  of  each  type.  Hand  forging 
of  shaper  and  planer  tools  is  a  thing  of  the  past. 
Toolholders  and  interchangeable  tool  bits  have 
replaced  forged  tools;  this  practice  greatly  reduces 
the  amount  of  tool  steel  required  for  each  tool. 

For  an  efficient  cutting  tool,  the  side  relief  and 
end  relief  of  the  tool  must  be  ground  to  give  a 
projecting  cutting  edge.  If  the  clearance  is 
insufficient,  the  tool  bit  will  rub  the  work,  causing 
excessive  heat  and  producing  a  rough  surface  on 
the  work.  If  too  much  relief  is  given  the  tool,  the 
cutting  edge  will  be  weak  and  will  tend  to  break 
during  the  cut.  The  front  and  side  clearance  angles 
seldom  exceed  3  °  to  5  °. 

In  addition  to  having  relief  angles,  the  tool  bit 
must  slope  away  from  the  cutting  edge.  This  slope 
is  known  as  side  rake  and  reduces  the  power 
required  to  force  the  cutting  edge  into  the  work. 
The  side  rake  angle  is  usually  10°  or  more, 
depending  upon  the  type  of  tool  and  the  metal 
being  machined.  Roughing  tools  are  given  no  back 
rake  although  a  small  amount  is  generally  required 
for  finishing  operations. 

The  shape  and  use  of  various  standard 
cutting  tools  are  illustrated  in  figure  6-18  and  may 
be  outlined  as  follows: 

ROUGHING  TOOL  (fig.  6-1 8 A):  This  tool 
is  very  efficient  for  general  use  and  is  designed 


A.  ROUGHING 
TOOL 


8.  DOWNCUTTING  TOOLS 
(RIGHT-ANO  LEFT-HAND) 


C.SHOVEL  NOSE 
TOOL 


0.  SIDE  TOOLS 
(RIGHT-ANO  LEFT-HAND) 


E.  CUTTING- 
OFF  TOOL 


F,  SQUARING 
TOOL 


G.  ANGLE  CUTTING  TOOLS 
(RIGHT- AND  LEFT-HAND) 


H- SHEAR 
TOOL 


I.  GOOSENECK 
TOOL 


Figure  6-18. — Standard  shaper  and  planer  tools. 


operation  as  illustrated;  for  special  applications, 
the  angles  may  be  reversed  for  right-hand  cuts. 
No  back  rake  is  given  this  tool  although  the  side 
rake  may  be  as  much  as  20°  for  soft  metals. 
Finishing  operations  on  small  flat  pieces  may  be 
performed  with  the  roughing  tool  if  a  fine  feed 
is  used. 

DOWNCUTTING  TOOL  (fig.  6-18B):  The 
downcutting  tool  may  be  ground  and  set  for  either 
right-  or  left-hand  operation  and  is  used  for  mak- 
ing vertical  cuts  on  edges,  sides,  and  ends.  The 
tool  is  substantially  the  same  as  the  roughing  tool 
described,  with  the  exception  of  its  position  in  the 
toolholder. 

SHOVEL  NOSE  TOOL  (fig.  6-18C):  This  tool 
may  be  used  for  downcutting  in  either  a  right-  or 
left-hand  direction.  A  small  amount  of  back  rake 
is  required,  and  the  cutting  edge  is  made  the  widest 
part  of  the  tool.  The  corners  are  slightly  rounded 
to  give  them  longer  life. 

SIDE  TOOL  (fig.  6-18D):  Both  right-  and  left- 
hand  side  tools  are  required  for  finishing  vertical 
cuts.  These  tools  may  also  be  used  for  cutting  or 
finishing  small  horizontal  shoulders  after  a  ver- 
tical cut  has  been  made  in  order  to  avoid  chang- 
ing tools. 

CUTTING-OFF  TOOL  (fig.  6-18E):  This  tool 
is  given  relief  on  both  sides  to  allow  free  cutting 
action  as  the  depth  of  cut  is  increased. 

SQUARING  TOOL  (fig.  6-18F):  This  tool  is 
similar  to  the  cutting-off  tool  and  may  be  made 
in  any  desired  width.  The  squaring  tool  is  used 
chiefly  for  finishing  the  bottom  and  sides  of 
shoulder  cuts,  key  ways,  and  grooves. 

ANGLE  CUTTING  TOOL  (fig.  6-1 8G):  The 
angle  cutting  tool  is  adapted  for  finishing 
operations  and  is  generally  used  following  a 
roughing  operation  made  with  the  downcutting 
tool.  The  tool  may  be  ground  for  eight  right-  or 
left-hand  operation. 

SHEAR  TOOL  (fig.  6-18H):  This  tool  is  used 
to  produce  a  high  finish  on  steel  and  should  be 
operated  with  a  fine  feed.  The  cutting  edge  is 
ground  to  form  a  radius  of  3  to  4  inches,  twisted 
to  a  20°  to  30°  angle,  and  given  a  back  rake  in 
the  form  of  a  small  radius. 


6-22 


so  that  the  cutting  edge  is  behind  the  backside  of 
the  tool  shank.  This  feature  allows  the  tool  to 
spring  away  from  the  work  slightly,  reducing  the 
tendency  for  gouging  or  chattering.  The  cutting 
edge  is  rounded  at  the  corners  and  given  a  small 
amount  of  back  rake. 

GRINDING  HANDTOOLS 
AND  DRILLS 

Tools  and  Their  Uses,  NAVEDTRA  10085 
(series),  contains  detailed  descriptions  of  the  off- 
hand grinding  of  twist  drills  and  handtools. 
Therefore,  these  subjects  are  not  discussed  here. 
You  should  study  NAVEDTRA  10085  (series)  so 
that  you  can  accurately  grind  these  tools  that  you 
will  often  use  in  your  work. 

WHEEL  CARE  AND  STORAGE 

All  grinding  wheels  can  be  broken  or  damaged 
by  mishandling  and  improper  storage.  Whenever 


hard    objects    such    as   the   grinder    or   other 
wheels. 

Grinding  wheels  should  be  stored  in  a 
cabinet  or  on  shelves  large  enough  to  allow 
selection  of  a  wheel  without  disturbing  the 
other  wheels.  The  storage  space  should  pro- 
vide protection  against  high  humidity,  con- 
tact with  liquids,  freezing  temperatures,  and 
extreme  temperature  changes.  Also,  provisions 
must  be  made  to  secure  grinding  wheels 
aboard  ship  to  prevent  them  from  being 
damaged  when  the  ship  is  at  sea.  Thin  cut- 
off wheels  should  be  stacked  flat  on  a  rigid 
surface  without  any  separators  or  blotters 
between  them,  flaring  cup  wheels  should  be 
stacked  flat  with  the  small  ends  together.  All 
other  types  of  wheels  may  be  stored  upright  on 
their  rims  with  blotters  placed  between  them.  A 
sheet  metal  cabinet,  lined  with  felt  or  corrugated 
cardboard  to  prevent  wheel  chipping,  is  acceptable 
for  storage. 


6-23 


LATHES  AND  ATTACHMENTS 


There  are  several  types  of  lathes  installed  in 
shipboard  machine  shops  including  the  engine 
lathe,  horizontal  turret  lathe,  vertical  turret  lathe, 
and  several  variations  of  the  basic  engine  lathe, 
such  as  bench,  toolroom,  and  gap  lathes.  All 
lathes,  except  the  vertical  turret  type,  have  one 
thing  in  common  for  all  usual  machining 
operations — the  workpiece  is  held  and  rotated 
around  a  horizontal  axis  while  being  formed  to 
size  and  shape  by  a  cutting  tool.  In  a  vertical 
turret  lathe,  the  workpiece  is  rotated  around  a 
vertical  axis. 

All  of  the  lathes  mentioned  above,  as  well  as 
many  of  their  attachments,  are  described  in 
this  and  the  next  three  chapters.  Engine  lathe 
operations  and  turret  lathes  and  their  operations 
are  covered  later  in  this  manual. 


ENGINE  LATHE 

An  engine  lathe  similar  to  the  one  shown  in 
figure  7-1  is  found  in  every  machine  shop.  It  is 
used  mainly  for  turning,  boring,  facing,  and  screw 
cutting,  but  it  may  also  be  used  for  drilling, 
reaming,  knurling,  grinding,  spinning,  and  spring 
winding.  The  work  held  in  an  engine  lathe  can 
be  rotated  at  any  one  of  a  number  of  different 
speeds.  The  cutting  tool  can  be  accurately 
controlled  by  hand  or  power  for  longitudinal  feed 
and  crossfeed.  (Longitudinal  feed  is  the  movement 
of  the  cutting  tool  parallel  to  the  axis  of  the  lathe; 
crossfeed  is  the  movement  of  the  cutting  tool 
perpendicular  to  the  axis  of  the  lathe.) 

Lathe  size  is  determined  by  various  methods 
depending  upon  the  manufacturer.  Generally,  the 
size  is  determined  by  two  measurements:  (1)  either 
the  diameter  of  work  it  will  swing  over  the  bed 
or  the  diameter  of  work  it  will  swing  over  the 
cross-slide  and  (2)  either  the  length  of  the  bed  or 
the  maximum  distance  between  centers.  For 


example,  a  14-inch  x  6-foot  lathe  has  a  bed  that 
is  6  feet  long  and  will  swing  work  (over  the  bed) 
up  to  14  inches  in  diameter. 

Engine  lathes  range  in  size  from  small  bench 
lathes  with  a  swing  of  9  inches  to  very  large  lathes 
for  turning  work  of  large  diameters,  such  as  low- 
pressure  turbine  rotors.  A  16-inch  swing  lathe  is 
a  good,  average  size  for  general  purposes  and  is 
usually  the  size  installed  in  ships  that  have  only 
one  lathe. 

To  learn  the  operation  of  a  lathe,  you  must 
be  familiar  with  the  names  and  functions  of  the 
principal  parts.  In  studying  the  principal  parts  in 
detail,  remember  that  lathes  all  provide  the  same 
general  functions  even  though  the  design  may 
differ  among  manufacturers.  As  you  read  the 
description  of  each  part,  find  its  location  on  the 
lathe  pictured  in  figure  7-1.  For  specific  details 
on  a  given  lathe,  refer  to  the  manufacturer's 
technical  manual  for  that  machine. 


BED  AND  WAYS 

The  bed  is  the  base  for  the  working  parts  of 
the  lathe.  The  main  feature  of  the  bed  is  the  ways, 
which  are  formed  on  its  upper  surface  and  run 
the  full  length  of  the  bed.  The  tailstock  and 
carriage  slide  on  the  ways  in  alignment  with  the 
headstock.  The  headstock  is  permanently  bolted 
to  the  end  at  the  operator's  left. 

Figure  7-2  shows  the  ways  of  a  typical  lathe. 
The  inset  shows  the  inverted  V-shaped  ways 
(1,3,  and  4)  and  the  flat  way  (2).  The  ways  are 
accurately  machined  parallel  to  the  axis  of  the 
spindle  and  to  each  other.  The  V-ways  are  guides 
that  allow  the  carriage  and  tailstock  to  move  over 
them  only  in  their  longitudinal  direction.  The  flat 
way,  number  2,  takes  most  of  the  downward 
thrust.  The  carriage  slides  on  the  outboard  V-ways 
(1  and  4),  which,  because  they  are  parallel  to  way 


7-1 


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33  32     313,°29 

/  /  _/      / 


18     19 


1.  Headstock  spindle 

2.  Identification  plate 

3.  Spindle  speed  index  plate 

4.  Headstock  spindle  speed  change 

levers 

5.  Upper  compound  lever 

6.  Lower  compound  lever 

7.  Tumbler  lever 

8.  Feed-thread  index  plate 

9.  Feed-thread  lever 

10.  Spindle  control  lever 

11.  Electrical  switch  grouping 

12.  Apron  handwheel 

13.  Longitudinal  friction  lever 

14.  Cross-feed  friction  lever 

15.  Feed  directional  control  lever 

16.  Half  nut  closure  lever 


17.  Spindle  control  lever 

18.  Leadscrew  reverse  lever 

19.  Reverse  rod  stop  dog 

20.  Control  rod 

21.  Feed  rod 

22.  Lead  screw 

23.  Reverse  rod 

24.  Tailstock  setover  screw 

25.  Tailstock  handwheel 

26.  Tailstock  clamping  lever 

27.  Tailstock  spindle  binder  lever 

28.  Tailstock  spindle 

29.  Chasing  dial 

30.  Carriage  binder  clamp 

31.  Compound  rest  dial  and  handle 

32.  Thread  chasing  stop 

33.  Cross-feed  dial  and  handle 


28.69X 


Figure  7-1.— Gear-head  engine  lathe. 


7-2 


28.70X 


Figure  7-2. — Rear  view  of  lathe. 


number  3,  keep  the  carriage  aligned  with  the 
headstock  and  the  tailstock  at  all  times — an 
absolute  necessity  if  accurate  lathe  work  is  to  be 
done.  Some  lathe  beds  have  two  V-ways  and  two 
flat  ways,  while  others  have  four  V-ways. 

For  a  lathe  to  perform  satisfactorily,  the  ways 
must  be  kept  in  good  condition.  A  common  fault 
of  careless  machinists  is  to  use  the  bed  as  an 
anvil  for  driving  arbors  or  as  a  shelf  for  hammers, 
wrenches,  and  chucks.  Never  allow  anything  to 
strike  a  hard  blow  on  the  ways  or  damage  their 
finished  surfaces  in  any  way.  Keep  them  clean 
and  free  of  chips.  Wipe  them  off  daily  with 
an  oiled  rag  to  help  preserve  their  polished 
surface. 


HEADSTOCK 

The  headstock  carries  the  headstock  spindle 
and  the  mechanism  for  driving  it.  In  the 
belt-driven  type  the  driving  mechanism  con- 
sists merely  of  a  cone  pulley  that  drives 
the  spindle  directly  or  through  back  gears. 
When  the  spindle  is  driven  directly,  it  rotates 
with  the  cone  pulley;  when  the  spindle  is 
driven  through  the  back  gears,  it  rotates 
more  slowly  than  the  cone  pulley,  which  in 
this  case  turns  freely  on  the  spindle.  Thus 
two  speeds  are  available  with  each  position 
of  the  belt  on  the  cone;  if  the  cone  pulley 
has  four  steps,  eight  spindle  speeds  are  avail- 
able. 


7-3 


The  geared  headstock  shown  in  figure  7-3  is 
more  complicated  but  more  convenient  to  operate 
because  speed  is  changed  by  shifting  gears. 
This  headstock  is  similar  to  an  automobile 
transmission  except  that  it  has  more  gear-shift 
combinations  and  therefore  has  a  greater  number 
of  speed  changes.  A  speed  index  plate,  attached 
to  the  headstock,  shows  the  lever  positions  for  the 
different  spindle  speeds.  Figure  7-4  shows  this 
plate  for  the  geared  headstock  in  figure  7-3. 
Always  stop  the  lathe  when  you  shift  gears  to 
avoid  damaging  the  gear  teeth. 

Figure  7-3  shows  the  interior  of  a  typical 
geared  headstock  that  has  16  different  spindle 
speeds.  The  driving  pulley  at  the  left  is  driven  at 
a  constant  speed  by  a  motor  located  under  the 
headstock.  Various  combinations  of  gears  in  the 
headstock  transmit  the  power  from  the  drive  shaft 
to  the  spindle  through  an  intermediate  shaft.  Use 
the  speed-change  levers  to  shift  the  sliding  gears 
on  the  drive  and  intermediate  shafts  to  line  up  the 
gears  in  different  combinations.  This  produces  the 
gear  ratios  you  need  to  obtain  the  various  spindle 
speeds.  Note  that  the  back  gear  lever  has  high  and 
low  speed  positions  for  each  combination  of  the 
other  gears  (figure  7-4). 


PULLEY  500  RPM 


CONTRACT  No.. 

DATf   Of 
UAJWMCTUM 


vw 


16 


19 


26 


42 


52 


65 


81 


98 


121 


152 


Z46 


305 


385 


76 


28.73 


Figure  7-4.— Speed  index  plate. 


The  headstock  casing  is  filled  with  oil  to 
lubricate  the  gears  and  the  shifting  mechanism  it 
contains.  Parts  not  immersed  in  the  oil  are 
lubricated  by  either  the  splash  produced  by  the 
revolving  gears  or  by  an  oil  pump.  Be  sure  to  keep 
the  oil  to  the  oil  level  indicated  on  the  oil  gauge, 
and  drain  and  replace  the  oil  when  it  becomes 
dirty  or  gummy. 

The  headstock  spindle  (fig.  7-5)  is  the  main 
rotating  element  of  the  lathe  and  is  directly 
connected  to  the  work,  which  revolves  with  it.  The 
spindle  is  supported  in  bearings  (4)  at  each  end 


28.72 


28.74X 
Figure  7-5. — Cross  section  of  a  belt-driven  headstock. 


of  the  headstock  through  which  it  projects.  The 
section  of  the  spindle  between  the  bearings 
carries  the  pulleys  or  gears  that  turn  the  spindle. 
The  nose  of  the  spindle  holds  the  driving  plate, 
the  faceplate,  or  a  chuck.  The  spindle  is  hollow 
throughout  its  length  so  that  bars  or  rods  can  be 
passed  through  it  from  the  left  (1)  and  held  in  a 
chuck  at  the  nose.  The  chuck  end  of  the  spindle 
(5)  is  bored  to  a  Morse  taper  to  receive  the  LIVE 
center.  The  hollow  spindle  also  permits  the  use 


j  uy  wijuc.ii  uiv  opinviiv  VJ.AIVVO  tiiw  j.i*vu 

and  screw-cutting  mechanism  through  a  gear  train 
located  on  the  left  end  of  the  lathe.  A  collar  (3) 
is  used  to  adjust  end  play  of  the  spindle. 

The  spindle  is  subjected  to  considerable  torque 
because  it  both  drives  the  work  against  the 
resistance  of  the  cutting  tool  and  drives  the 
carriage  that  feeds  the  tool  into  the  work.  For  this 
reason  adequate  lubrication  and  accurately 
adjusted  bearings  are  absolutely  necessary.  (Bear- 
ing adjustment  should  be  done  only  by  an 
experienced  lathe  repairman.) 

TAILSTOCK 

The  primary  purpose  of  the  tailstock  (fig.  7-6) 
is  to  hold  the  DEAD  or  LIVE  center  to  support 
one  end  of  work  being  machined  on  centers. 
However,  it  can  also  be  used  to  hold  tapered 
shank  drills,  reamers,  and  drill  chucks.  The 
tailstock  moves  on  the  ways  along  the  length  of 
the  bed  to  accommodate  work  of  varying  lengths. 


Nlft  \L1 


1.  Tailstock  base.  9. 

2.  Tailstock  top.  10. 

3.  Tailstock  nut.  11. 

4.  Key.  12. 

5.  Keyway  (in  spindle).  13. 

6.  Spindle.  14. 

7.  Tailstock  screw.  15. 

8.  Internal  threads  in  spindle.  16. 


Handwheel. 

Spindle  binding  clamp. 

Dead  center. 

End  of  tailstock  screw. 

Tailstock  clamp  nut. 

Tailstock  set-over. 

For  oiling. 

Tailstock  clamp  bolt. 


Figure  7-6. — Cross  section  of  a  tailstock. 


28.75X 


7-5 


It  can  be  clamped  in  the  desired  position  by  the 
tailstock  clamping  nut  (13). 

The  dead  center  (1 1)  is  held  in  a  tapered  hole 
(bored  to  a  Morse  taper)  in  the  tailstock 
spindle  (6).  To  move  the  spindle  back  and  forth 
in  the  tailstock  barrel  for  longitudinal  adjustment, 
turn  the  handwheel  (9)  which  turns  the  spindle- 
adjusting  screw  (7)  in  a  tapped  hole  in  the  spindle 
at  (8).  The  spindle  is  kept  from  revolving  by  a  key 
(4)  that  fits  a  spline,  or  key  way,  (5)  cut  along  the 
bottom  of  the  spindle  as  shown.  After  making  the 
final  adjustment,  use  the  binding  clamp  (10)  to 
lock  the  spindle  in  place. 

The  tailstock  body  is  made  in  two  parts.  The 
bottom,  or  base  (1),  is  fitted  to  the  ways;  the  top 
(2)  can  move  laterally  on  its  base.  The  lateral 
movement  can  be  closely  adjusted  by  setscrews. 
Zero  marks  inscribed  on  the  base  and  top  indicate 
the  center  position  and  provide  a  way  to  measure 
setover  for  taper  turning.  Setover  of  the  tailstock 
for  taper  turning  is  described  in  a  later  chapter. 

Before  you  insert  a  dead  center,  a  drill,  or  a 
reamer  into  the  spindle,  carefully  clean  the  tapered 
shank  and  wipe  out  the  tapered  hole  of  the 
spindle.  After  you  put  a  drill  or  a  reamer  into  the 


tapered  hole  of  the  spindle,  be  sure  to  tighten  i 
in  the  spindle  so  that  the  tool  will  not  revolve.  I 
the  drill  or  reamer  is  allowed  to  revolve,  it  wil 
score  the  tapered  hole  and  destroy  its  accuracy 
The  spindle  of  the  tailstock  is  engraved  witl 
graduations  which  help  in  determining  the  deptl 
of  a  cut  when  you  drill  or  ream. 

CARRIAGE 

The  carriage  carries  the  crossfeed  slide  and  th 
compound  rest  which  in  turn  carries  the  cuttinj 
tool  in  the  toolpost.  The  carriage  slides  on  th 
ways  along  the  bed  (fig.  7-7). 

Figure  7-8  shows  a  top  view  of  the  carriage 
The  wings  of  the  H-shaped  saddle  contain  tin 
bearing  surfaces  which  are  fitted  to  the  V-way 
of  the  bed.  The  crosspiece  is  machined  to  forn 
a  dovetail  for  the  crossfeed  slide.  The  crossfee< 
slide  is  closely  fitted  to  the  dovetail  and  has  ; 
tapered  gib  which  fits  between  the  carriage 
dovetail  and  the  matching  dovetail  of  th 
crossfeed  slide.  The  gib  permits  small  adjustment 
to  remove  any  looseness  between  the  two  parts 
The  slide  is  securely  bolted  to  the  crossfeed  nu 


COMPOUND  REST 


CROSS-SLIDE 


CARRIAGE 


WAYS 


BED 


28.7 


CROSS  SECTION  AT  X.X  TO  SHOW 

DOVETAIL  FOR  CROSS-SLIDE  AND 

RECESS  FOR  CROSSFEED  NUT      X 


MICROMETER  DIAL 
CROSSFEED  HANDLE 


28.77X 


Figure  7-8.— Carriage  (top  view). 


which  moves  back  and  forth  when  the  crossfeed 
screw  is  turned  by  the  handle.  The  micrometer  dial 
on  the  crossfeed  handle  is  graduated  to  permit 
accurate  infeed.  Depending  on  the  manufacturer 
of  the  lathe,  the  dial  may  be  graduated 
so  that  each  division  represents  a  1  to  1  or  a  2  to 
1  ratio.  The  compound  rest  is  mounted  on  top 
of  the  crossfeed  slide. 

The  carriage  has  T-slots  or  tapped  holes  for 
clamping  work  for  boring  or  milling.  When  the 
lathe  is  used  in  this  manner,  the  carriage  move- 
ment feeds  the  work  to  the  cutting  tool  which  is 
revolved  by  the  headstock  spindle. 

You  can  lock  the  carriage  in  any  position  on 
the  bed  by  tightening  the  carriage  clamp  screw. 
Use  the  clamp  screw  only  when  doing  such  work 
as  facing  or  cutting-off  for  which  longitudinal 
feed  is  not  required.  Normally,  keep  the  carriage 
clamp  in  the  released  position.  Always  move  the 
carriage  by  hand  to  be  sure  it  is  free  before  you 
apply  the  automatic  feed. 

APRON 

The  apron  is  attached  to  the  front  of  the 
carriage.  It  contains  the  mechanism  that  controls 
the  movement  of  the  carriage  for  longitudinal  feed 
and  thread  cutting  and  controls  the  lateral  move- 
ment of  the  cross-slide.  You  should  thoroughly 


a  mine  ctpiuu  wumcuus  uic  iuuu  vy- 
ing mechanical  parts: 

1.  A  longitudinal  feed  HANDWHEEL  for 

moving  the  carriage  by  hand  along  the  bed. 
This  handwheel  turns  a  pinion  that  meshes 
with  a  rack  gear  secured  to  the  lathe  bed. 

2.  GEAR  TRAINS  driven  by  the  feed  rod. 
These  gear  trains  transmit  power  from  the 
feed  rod  to  move  the  carriage  along  the 
ways  and  to  move  the  cross-slide  across  the 
ways,  thus  providing  powered  longitudinal 
feed  and  crossfeed. 

3.  FRICTION    CLUTCHES    operated   by 
knobs  on  the  apron  to  engage  or  disengage 
the  power- feed  mechanism.  (Some  lathes 
have  a  separate  clutch  for  longitudinal  feed 
and  crossfeed;  others  have  a  single  clutch 
for  both.)  NOTE:  The  power  feeds  are 
usually  driven  through  a  friction  clutch  to 
prevent  damage  to  the  gears  if  excessive 
strain  is  put  on  the  feed  mechanism.  If 
clutches  are  not  provided,  there  is  some 
form  of  safety  device  that  operates  to 
disconnect  the  feed  rod  from  its  driving 
mechanism. 

4.  A  selective  FEED  LEVER  or  knob  for 
engaging  the  longitudinal  feed  or  crossfeed 
as  desired. 

5.  HALF-NUTS  that  engage  and  disengage 
the  lead  screw  when  the  lathe  is  used  to  cut 
threads.  They  are  opened  or  closed  by  a 
lever  located  on  the  right  side  of  the  apron. 
The  half-nuts  fit  the  thread  of  the  lead 
screw  which  turns  in  them  like  a  bolt  in  a 
nut  when  they  are  clamped  over  it.  The 
carriage  is  then  moved  by  the  thread  of  the 
lead  screw  instead  of  by  the  gears  of  the 
apron  feed  mechanisms.  (The  half -nuts  are 
engaged  only  when  the  lathe  is  used  to  cut 
threads,  at  which  time  the  feed  mechanism 
must  be  disengaged.  An  interlocking  device 
that  prevents  the  half-nuts  and  the  feed 
mechanism  from  engaging  at  the  same  time 
is  usually  provided  as  a  safety  feature.) 

Aprons  on  lathes  made  by  different  manu- 
facturers differ  somewhat  in  construction  and  in 
the  location  of  controlling  levers  and  knobs. 
But  they  all  are  designed  to  perform  the  same 
functions.  The  principal  difference  is  in  the 
arrangement  of  the  gear  trains  for  driving  the 
automatic  feeds.  For  example,  in  some  aprons 


7-7 


there  are  two  separate  gear  trains  with  separate 
operating  levers  for  longitudinal  feed  and  cross 
feed.  In  others,  both  feeds  are  driven  from  the 
same  driving  gear  on  the  feed  rod  through  a 
common  clutch,  with  one  feed  at  a  time  connected 
to  the  drive  by  a  selector  lever.  The  apron  shown 
in  figure  7-9  is  of  the  latter  type. 


FEED  ROD 

The  feed  rod  transmits  power  to  the  apron  to 
drive  the  longitudinal  feed  and  cross  feed 
mechanisms.  The  feed  rod  is  driven  by  the  spindle 
through  a  train  of  gears,  and  the  ratio  of  its  speed 
to  that  of  the  spindle  can  be  varied  by  changing 
gears  to  produce  various  rates  of  feed.  The 
rotating  feed  rod  drives  gears  in  the  apron. 
These  gears  in  turn  drive  the  longitudinal 
feed  and  crossfeed  mechanisms  through  friction 
clutches,  as  explained  in  the  description  of  the 
apron. 

Lathes  which  do  not  have  a  separate  feed  rod 
have  spline  in  the  lead  screw  to  serve  the  same 
purpose.  The  apron  shown  in  figure  7-9  belongs 
to  a  lathe  of  this  type  and  shows  clearly  how  the 
worm  which  drives  the  feed  mechanism  is  driven 
by  the  spline  in  the  lead  screw.  If  a  separate  feed 
rod  were  used,  it  would  drive  the  feed  worm  in 
the  same  manner,  that  is,  by  means  of  a  spline. 
The  spline  permits  the  worm,  which  is  keyed  to 
it,  to  slide  freely  along  its  length  to  conform  with 
the  movement  of  the  carriage  apron. 


LEAD  SCREW 

The  lead  screw  is  used  for  thread  cutting. 
Along  its  length  are  accurately  cut  Acme  threads 
which  engage  the  threads  of  the  half-nuts  in  the 
apron  when  half -nuts  are  clamped  over  it.  When 
the  lead  screw  turns  in  the  closed  half -nuts,  the 
carriage  moves  along  the  ways  a  distance  equal 
to  the  lead  of  the  thread  in  each  revolution  of  the 
lead  screw.  Since  the  lead  screw  is  connected  to 
the  spindle  through  a  gear  train  (discussed  later 
in  the  section  on  quick-change  gear  mechanism), 
the  lead  screw  rotates  with  the  spindle.  There- 
fore, whenever  the  half -nuts  are  engaged,  the 
longitudinal  movement  of  the  carriage  is  directly 
controlled  by  the  spindle  rotation.  The  cutting  tool 
is  moved  a  definite  distance  along  the  work  for 
each  revolution  that  the  spindle  makes. 

The  ratio  of  the  threads  per  inch  of  the  thread 
being  cut  and  the  thread  of  the  lead  screw  is  the 
same  as  the  ratio  of  the  speeds  of  the  spindle  and 
the  lead  screw.  For  example:  If  the  lead  screw  and 
spindle  turn  at  the  same  speed,  the  number  of 
threads  per  inch  being  cut  is  the  same  as  the 
number  of  threads  per  inch  of  the  lead  screw. 
If  the  spindle  turns  twice  as  fast  as  the  lead 
screw,  the  number  of  threads  being  cut  is  twice 
the  number  of  threads  per  inch  of  the  lead 
screw. 

You  can  cut  any  number  of  threads  by  merely 
changing  gears  in  the  connecting  gear  train  to 
get  the  desired  ratio  of  spindle  and  lead  screw 
speeds. 


28.79X 


Figure  7-9. — Rear  view  of  a  lathe  apron. 


GEARING 

First,  consider  the  simplest  possible  arrange- 
ment of  gearing  between  the  spindle  and  the  lead 
screw— a  gear  on  the  end  of  the  spindle  meshed 
with  a  gear  on  the  end  of  the  lead  screw,  as  shown 
in  figure  7-10.  Let  a  be  point  of  contact  between 
the  spindle  gear  A  and  the  screw  gear  B.  As  each 
tooth  on  gear  A  passes  point  a,  it  causes  a  tooth 
on  gear  B  to  pass  this  same  point.  Suppose  gear 
A  has  20  teeth  and  gear  B  has  40  teeth.  Then  when 
A  makes  one  complete  turn,  20  teeth  will  have 
passed  point  a.  Since  B  has  40  teeth  around  its 
rim,  only  half  of  them  will  have  passed  point 
a.  Gear  B  has  made  just  one-half  of  a  revolution 
while  gear  A  has  made  one  revolution.  In  other 
words,  gear  B  with  40  teeth  will  turn  half  as  fast 
as  gear  A  with  20  teeth,  or  \heir  speeds  are 


7-8 


28.81X 


Figure  7-10. — A  simple  gear  arrangement. 


inversely  proportional  to  their  size.  The  relation 
may  be  expressed  as  follows: 

rpm  of  B  _  number  of  teeth  on  A 
rpm  of  A     number  of  teeth  on  B 


By  now  you  should  have  discovered  that  the 
ratio  in  threads  per  inch  of  the  thread  to  be  cut 
and  the  lead  screw  is  identical  to  the  ratio  of  the 
number  of  teeth  of  the  change  gears.  If  the  spindle 
gear  is  smaller  than  the  screw  gear,  the  thread  cut 
will  be  finer  (more  threads  per  inch)  than  the  lead 
screw  and  vise  versa. 

Idler  Gears 

It  is  obviously  impracticable  to  have  the 
spindle  gear  mesh  directly  with  the  screw  gear 
because,  for  one  thing,  the  distance  between  them 
is  so  great  that  the  gears  required  would  be  too 
large.  Therefore,  smaller  gears  of  the  desired  ratio 
are  used,  and  idler  gears  bridge  the  gap  between 
them.  You  can  place  any  number  of  idler  gears 
between  the  driving  gear  and  the  driven  gear 
without  changing  the  original  gear  ratio.  The  idler 
gears  allow  the  lead  screw  and  spindle  gears  to 
rotate  as  if  they  were  in  direct  contact. 

In  figure  7-11,  I  is  an  idler  gear  inserted 
between  the  driving  gear  A  and  the  driven  gear  B. 


or 


rpm  of  lead  screw  _  number  of  teeth  on  spindle  gear  A 
rpm  of  spindle          number  of  teeth  on  screw  gear  B 

By  using  this  formula,  you  can  change  the  speed 
of  the  screw  relative  to  that  of  the  spindle  by 
changing  the  gears  to  get  the  desired  ratio. 

In  figure  7-10,  the  ratio  is  20:40  or  1:2.  Any 
combination  of  gears  that  has  a  ratio  of  1 :2,  such 
as  30  and  60  or  35  and  70,  will  cause  the  lead  screw 
to  turn  half  as  fast  as  the  spindle. 

Suppose  you  want  to  cut  8  threads  per  inch 
on  a  lathe  that  has  a  lead  screw  with  6  threads 
per  inch.  The  carriage  must  carry  the  thread- 
cutting  tool  1  inch  along  the  work  while  the  work 
makes  eight  complete  revolutions.  Since  the  lead 
screw  has  6  threads  per  inch,  it  must  revolve  six 
times  in  the  half-nuts  to  move  the  carriage  1  inch. 
Therefore,  you  must  gear  the  lathe  to  cause  the 
lead  screw  to  make  six  revolutions  while  the 
spindle  makes  eight  revolutions.  In  other  words, 
the  lead  screw  must  turn  6/8  or  3/4  as  fast  as  the 
spindle.  Since  the  speeds  will  be  proportional  to 
the  size  of  the  gears,  you  can  use  any  two  gears 
having  this  ratio,  such  as  30  and  40,  33  and  44, 


28.82X 

Figure  7-11. — Idler  gear  inserted  between  a  driving  gear  and 
a  driven  gear. 


7-9 


Suppose  that  A  has  20  teeth.  In  making  one 
complete  revolution,  all  of  these  20  teeth  will  pass 
a  given  point  a  and  cause  20  teeth  on  I  to  pass 
this  same  point.  If  20  teeth  on  I  pass  point 
a,  an  equal  number  of  teeth  on  I  will  pass  point 
b  where  gear  B  meshes  with  it.  Gear  B  will  be 
moved  the  same  distance  as  it  would  if  it  were 
directly  meshed  with  A;  so  the  ratio  between  their 
speeds  remains  the  same,  but  the  direction  of 
rotation  of  B  is  reversed.  Idler  gears,  then,  are 
used  for  two  purposes:  (1)  to  connect  gears  in  a 
gear  train  and  (2)  to  reverse  the  direction  of 
rotation  of  a  gear-driven  mechanism. 

Figure  7-12  is  an  example  of  simple  gearing 
used  on  a  change  gear  lathe.  The  gear  on  the 
spindle  drives  the  stud  gear  shaft  A  at  a  fixed 
ratio,  usually  1 : 1 ,  in  which  the  stud  gear  revolves 
at  the  same  speed  as  the  spindle.  Between  the 
spindle  and  the  stud  are  the  idler  gears  X  and  Y 
mounted  on  the  movable  bracket  controlled  by 
the  reverse  lever.  When  this  lever  is  in  the  down 
position,  both  X  and  Y  are  connected  in  the  gear 
train  as  shown,  and  the  stud  shaft  revolves  in  a 
direction  opposite  to  that  of  the  spindle;  when  the 
lever  is  raised,  gear  X  is  disengaged  from  the  train, 
and  gear  Y  is  meshed  directly  between  the  spindle 
and  the  stud,  thereby  reversing  the  previous 
direction  of  the  stud  gear  and  all  the  gears  that 
follow  it.  NOTE:  The  reverse  lever  has  a  neutral 
position  that  disconnects  the  spindle  from  the  gear 
train. 

The  lathe  shown  in  figure  7-12  has  per- 
manently mounted  spindle  and  idler  gears 


(X  and  Y).  To  vary  the  thread  cutting  gear  ratios, 
you  must  change  the  stud  gear  and  the  screw  gear. 
You  can  determine  which  gears  on  your  machine 
must  be  changed  by  reading  the  lathe's  operating 
instructions. 

A  simple  rule  to  follow  in  determining  what 
stud  and  screw  gears  to  use  is:  Multiply  the  desired 
number  of  threads  per  inch  and  the  number  of 
threads  per  inch  in  the  lead  screw  by  the  same 
number;  if  the  products  correspond  to  the  number 
of  teeth  in  any  two  of  the  change  gears  at  hand, 
use  those  gears;  if  not,  use  some  other  multiplier 
that  will  give  products  to  match  the  gears 
available.  For  example,  if  you  want  to  cut  a  screw 
containing  16  threads  per  inch  on  the  lathe  with 
a  lead  screw  that  has  6  threads  per  inch,  use  5  for 
a  multiplier: 

5  x  16  =  80 
5  x    6  =  30 

If  gears  with  80  teeth  and  30  teeth  are  on  hand, 
use  the  30-tooth  gear  as  the  stud  gear  and  the 
80-tooth  gear  as  the  screw  gear.  If  you  do  not  have 
those  gears,  try  other  multipliers  until  you  arrive 
at  a  combination  corresponding  to  gears  that  you 
do  have. 

If  you  cannot  get  the  proper  ratio  of  gears  with 
the  change  gears  you  have  at  hand  or  if  the  gears 
would  be  too  small  or  too  large  to  connect 
properly  or  conveniently  (as  would  be  the  case  if 


28.83X 


Figure  7-12. — Simple  gearing  on  a  lathe. 


substituting  two  gears  for  an  intermediate  gear. 
Compounding  changes  the  ratio  of  the  gear  train 
by  the  same  ratio  that  the  compounding  gears  bear 
to  each  other. 

Figure  7-13  shows  a  compound  gear  train  on 
a  change  gear  lathe.  The  only  way  it  differs  from 
the  simple  gear  train  (fig.  7-12)  is  that  two  extra 
gears  rotating  as  one  on  a  common  axis  are 
installed  in  the  train  following  the  stud  gear. 
Compounding  gears  for  a  lathe  usually  have  a 
ratio  of  2  to  1 ;  they  double  the  ratio  that  would 
exist  if  simple  gearing  were  used. 

If  a  2:1  compound  gear  is  installed  in  the 
manner  shown  in  figure  7-13,  the  speed 
transmitted  by  the  stud  gear  to  the  large 
compound  gear  is  reduced  by  half  when  it  is 
retransmitted  by  the  small  compound  gear  to  the 
gears  that  follow.  It  amounts  to  the  same  thing 
as  using  a  stud  gear  with  half  as  many  teeth. 

The  advantage  of  compounding  is  best 
demonstrated  by  the  following  example: 

Suppose  a  gear  ratio  of  10  to  1  is  required  to 
cut  a  certain  fine  thread,  and  the  smallest  gear 
you  have  that  will  fit  the  stud  has  20  teeth.  You 
would  need  a  screw  gear  with  200  teeth,  but 
such  a  gear  is  far  too  large.  However,  by 
using  a  2:1  compound  gear  in  the  manner 


Quick-Change  Gear  Mechanism 

To  do  away  with  the  inconvenience  and  loss 
of  time  involved  in  removing  and  replacing  change 
gears,  most  modern  lathes  have  a  self-contained 
change  gear  mechanism,  commonly  called  the 
QUICK-CHANGE  GEAR  BOX.  There  are  a 
number  of  types  used  on  different  lathes  but  they 
are  all  similar  in  principle. 

The  mechanism  consists  of  a  cone-shaped 
group  of  change  gears.  You  can  instantly  connect 
any  single  gear  to  the  gear  train  by  moving  a 
sliding  tumbler  gear  controlled  by  a  lever.  The 
cone  of  gears  is  keyed  to  a  shaft  which  drives  the 
lead  screw  (or  feed  rod)  directly  or  through  an 
intermediate  shaft.  Each  gear  in  the  cluster  has 
a  different  number  of  teeth  and  hence  produces 
a  different  gear  ratio  when  connected  in  the  train. 
The  same  thing  happens  as  when  the  screw  gear 
in  the  gear  train  is  changed,  described  previously. 
Sliding  gears  also  produce  other  changes  in  the 
gear  train  to  increase  the  number  of  different 
ratios  you  can  get  with  the  cone  of  change  gears 
described  above.  All  changes  are  made  by  shifting 
appropriate  levers  Or  knobs.  An  index  plate  or 
chart  mounted  on  the  gear  box  indicates  the 
position  for  placing  the  levers  to  get  the  necessary 
gear  ratio  to  cut  the  thread  or  produce  the  feed 
desired. 


LARGE 

COMPOUND 
GEAR 


SMALL 

COMPOUND 

GEAR 


28.84X 


Figure  7-13. — Compound  gearing  on  a  lathe. 


7-11 


Figure  7-14  is  the  rear  view  of  one  type  of  gear 
box,  showing  the  arrangement  of  gears.  The 
splined  shaft  F  turns  with  gear  G,  which  is  driven 
by  the  spindle  through  the  main  gear  train  on  the 
end  of  the  lathe.  Shaft  F  in  turn  drives  shaft  H 
through  the  tumbler  gear  T  which  can  be  engaged 
with  any  one  of  the  cluster  of  eight  different  size 
gears  on  shaft  H  by  means  of  the  lever  C.  Shaft 
H  drives  shaft  J  through  a  double  clutch  gear, 
which  takes  the  drive  through  one  of  three  gears, 
depending  on  the  position  of  lever  B  (right,  center, 
or  left).  Shaft  J  drives  the  lead  screw  through 
gear  L. 

Either  the  lead  screw  or  the  feed  rod  can  be 
connected  to  the  final  driveshaft  of  the  gear  box 
by  engaging  appropriate  gears. 

Twenty-four  different  gear  ratios  are  pro- 
vided by  the  quick-change  gear  box  shown  in 
figure  7-15.  The  lower  lever  has  eight  positions, 
each  of  which  places  a  different  gear  in  the 
gear  train  and  hence  produces  eight  different 
gear  ratios.  The  three  positions  of  the  upper 
level  produce  three  different  gear  ratios  for 
each  of  the  8  changes  obtained  with  the  lower 
lever,  thus  making  24  combinations  in  the 
box  alone.  You  can  double  this  range  by 
using  a  sliding  compound  gear  which  provides 


a  high-  and  low-gear  ratio  in  the  main  gear 
train.  This  gives  two  ratios  for  every  combina- 
tion obtainable  in  the  box,  or  48  combinations 
in  all. 

Figure  7-16  shows  how  the  sliding  compound 
gear  produces  two  different  gear  ratios  when  it 
is  moved  in  or  out.  The  wide  gear  at  the  bottom 
corresponds  to  gear  G  in  figure  7-14. 

INSTRUCTIONS  FOR  OPERATION.— If 

you  are  to  cut  16  threads  per  inch,  locate  the 
number  16  on  the  index  plate  in  the  first  column 
and  fourth  line  under  SCREW  THREADS  PER 
INCH  (fig.  7-15).  Adjust  the  sliding  gear  knob 
(fig.  7-16)  to  the  OUT  position  as  indicated 
opposite  16  in  the  first  column  at  the  left 
(fig.  7-15).  (You  must  stop  the  lathe  to  adjust  the 
sliding  gear.)  Start  the  lathe  and  set  top  lever  B 
(fig.  7-14)  to  the  LEFT  position  as  indicated  in 
the  second  column,  opposite  16  (fig.  7-15). 

With  the  lathe  running,  shift  the  tumble  lever 
C  to  the  position  directly  under  the  column  in 
which  16  is  located;  rock  it  until  the  gears  mesh 
and  the  handle  plunger  latches  in  the  hole  pro- 
vided. The  lathe  is  now  set  to  cut  the  desired 
thread  if  the  half-nuts  are  clamped  onto  the  lead 
screw. 


28.85X 


28.87X 


Figure  7-15. — Quick-change  gear  box. 


SLIDING  GEAR 
KNOB 


SLIDING  GEAR- 

"OUT"  POSITION 


SLIDING  GEAR 

-IN"  POSITION 


DRIVE  SHAFT  TO 
QUICK-CHANGE  GEAR  BOX 


28.86X 

Figure  7-16. — Showing  how  the  gear  ratio  is  changed  by 
sliding  gear. 


ADJUSTING  THE  GEAR  BOX  FOR 
POWER  FEEDS.— The  index  chart  on  the  gear 
box  also  shows  the  various  rates  of  power 
longitudinal  feed  per  spindle  revolution  that 
you  can  get  by  using  the  feed  mechanism  of  the 
apron.  For  example,  in  figure  7-15,  note  that 
the  finest  longitudinal  feed  is  0.0030  inch  per 
revolution  of  spindle,  the  next  finest  is  0.0032 
inch,  and  so  on.  To  arrange  the  gear  box  for 
power  longitudinal  feed,  select  the  feed  you  wish 
to  use  and  follow  the  same  procedure  explained 
for  cutting  screw  threads,  except  that  you 
engage  the  power  feed  lever  instead  of  the 
half -nuts.  Crossfeeds  are  not  listed  on  the  chart 
but  you  can  determine  them  by  multiplying  the 
longitudinal  feeds  by  0.375,  as  noted  on  the 
index  plate. 

On  a  lathe  with  a  separate  feed  rod,  a  feed- 
thread  shifting  lever  located  at  the  gear  box 
(part  9  in  fig.  7-1)  connects  the  drive  to  the  feed 
rod  or  the  lead  screw  as  desired.  When  the  feed 
rod  is  engaged,  the  lead  screw  is  disengaged  and 
vice  versa. 


7-13 


10- 


16 


14 


8 

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40    «6     JO    t 


1.  Cross-slide. 

2.  Compound  rest  swivel. 

3.  Compound  rest  top. 

4.  Compound  rest  nut. 

5.  Compound  rest  feed 

screw  handle. 


6.  Crossfeed  nut. 

7.  Chip  guard. 

8.  Swivel  securing 

bolts. 

9.  Toolpost. 

10.    Toolpost  setscrew. 


Figure  7-17. — Compound  rest. 


11.  Toolpost  wedge. 

12.  Toolpost  ring. 

13.  Toolholder. 

14.  Cutting  tool. 

15.  Micrometer  collar. 

16.  Toolholder  setscrew. 


LOCKING  NUT 


BORING  BAR 
TOOLHOLDER 


TOOL  POST 


28.88X 


28.299 


Figure  7-18. — Castle  type  toolpost  and  toolholder. 


7-14 


me  ieaa  screw  to  me  spmaie  gear  tram  mat 
provides  the  correct  conversion  ratio.  You  can 
find  information  on  this  in  handbooks  for 
machinists,  in  the  equipment  technical  manual, 
and  through  direct  correspondence  with  the  equip- 
ment manufacturer. 


COMPOUND  REST 

The  compound  rest  provides  a  rigid,  adjust- 
able mounting  for  the  cutting  tool.  The  compound 
rest  assembly  has  the  following  principal  parts 
(fig.  7-17): 

1 .  The  compound  rest  SWIVEL  (2)  which  can 
be  swung  around  to  any  desired  angle  and 
clamped  in  position.  It  is  graduated  over 
an  arc  of  90°  on  each  side  of  its  center 
position  for  ease  in  setting  to  the  angle  you 
select.  This  feature  is  used  in  machining 
short,  steep  tapers  such  as  the  angle  on 
bevel  gears,  valve  disks,  and  lathe  centers. 

2.  The  compound  rest  TOP,  or  TOPSLIDE 
(3),  is  mounted  as  shown  on  the  swivel 
section  (2)  on  a  dovetailed  slide.  It  is  moved 
along  the  slide  by  the  compound  rest  feed 
screw  turning  in  nut  (4),  operated  by  handle 
(5),  in  a  manner  similar  to  the  cross  feed 
described    previously    (fig.    7-8).    This 
provides  for  feeding  at  any  angle  (deter- 
mined by  the  angular  setting  of  the  swivel 
section),  while  the  cross-slide  feed  provides 
only  for  feeding  at  a  right  angle  to  the  axis 
of  the  lathe.  The  graduated  collar  on  the 
compound    rest    feed    screw    reads    in 
thousandths  of  an  inch  for  fine  adjustment 
in  regulating  the  depth  of  cut. 


ATTACHMENTS  AND 
ACCESSORIES 

Accessories  are  the  tools  and  equipment 
used  in  routine  lathe  machining  operations. 
Attachments  are  special  fixtures  which  may  be 
secured  to  the  lathe  to  extend  the  versatility  of 
the  lathe  to  include  taper-cutting,  milling,  and 
grinding.  Some  of  the  common  accessories  and 
attachments  used  on  lathes  are  described  in  the 
following  paragraphs. 


quick  change — are  discussed  in  the  following 
paragraphs.  The  sole  purpose  of  the  toolpost  is 
to  provide  a  rigid  support  for  the  toolholder. 

The  standard  toolpost  is  mounted  in  the 
T-slot  of  the  compound  rest  top  as  shown  in 
figure  7-17.  A  toolholder  (13)  is  inserted  in  the 
slot  in  the  toolpost  and  rests  on  the  toolpost  wedge 
(11)  and  the  toolpost  ring  (12).  By  tightening 
setscrew  (10),  you  clamp  the  whole  unit  firmly  in 
place  with  the  tool  in  the  desired  position. 

The  castle  type  toolpost  (fig.  7-18)  is  used  with 
boring  bar  type  toolholders.  It  mounts  in  the 
T-slot  and  the  toolholder  (boring  bar)  passes 
through  it  and  the  holddown  bolt.  By  tightening 
the  locking  nut,  you  clamp  the  entire  unit  firmly 
in  place.  Various  size  holes  through  the  toolpost 
allow  the  use  of  assorted  diameter  boring  bars. 

The  quick  change  type  toolpost  (fig.  7-19)  is 
available  in  many  Navy  machine  shops.  It  mounts 
in  the  T-slots  and  is  tightened  in  place  by  the 
locknut,  which  clamps  the  toolpost  firmly  in 
place.  Special  type  toolholders  are  used  in 
conjunction  with  this  type  of  toolpost  and  are  held 
in  place  by  a  locking  plunger  which  is  operated 
by  the  toolholder  locking  handle.  Some  toolposts 
have  a  sliding  gib  to  lock  the  toolholder.  With  this 
type  of  toolpost,  only  the  toolholders  are  changed, 
allowing  the  toolpost  to  remain  firmly  in  place, 


28.300 


Figure  7-19.— Quick  change  toolpost. 


7-15 


TOOLHOLDERS 

Lathe  toolholders  are  designed  to  be  used  with 
the  various  types  of  toolposts.  Only  the  three  most 
commonly  used  types — standard,  boring  bar,  and 
quick  change — are  discussed  in  this  chapter.  The 
toolholder  holds  the  cutting  tool  (toolbit)  in  a  rigid 
and  stable  position.  Toolholders  are  generally 
made  of  a  softer  material  than  the  cutting  tool. 
They  are  large  in  size  and  help  to  carry  the  heat 
generated  by  the  cutting  action  away  from  the 
point  of  the  cutting  tool. 


STRAIGHT  SHANK  TURNING  TOOL 


BORING  TOOL 


LEFT  HAND 
TURNING  TOOL 


RIGHT  HAND 
TURNING  TOOL 


STRAIGHT  CUT-OFF  TOOL 


28.67 


Standard  toolholders  were  discussed  briefly  in 
chapter  6  of  this  manual.  However,  there  are  more 
types  (fig.  7-20)  than  those  discussed  in  chapter 
6.  Two  that  differ  slightly  from  others  are 
the  threading  and  knurling  toolholders.  (See 
fig.  7-21.) 

The  THREADING  TOOL  shown  in  figure 
7-21  has  a  formed  cutter  which  needs  to  be  ground 
on  the  top  surface  only  for  sharpening,  the  thread 
form  being  accurately  shaped  over  a  large  arc  of 
the  tool.  As  the  surface  is  worn  away  by  grinding, 
you  can  rotate  the  cutter  to  the  correct  cutting 
position  and  secure  it  there  by  the  setscrew. 
NOTE:  The  threading  tool  is  not  commonly  used. 
It  is  customary  to  use  a  regular  toolholder  with 
an  ordinary  tool  bit  ground  to  the  form  of  the 
thread  desired. 

A  KNURLING  TOOL  (fig.  7-21)  carries 
pattern  on  the  work  by  being  fed  into  the  work 
as  it  revolves.  The  purpose  of  knurling  is  to  give 


DIAMOND 
PATTERN 


STRAIGHT 
PATTERN 


Figure  7-20.— Standard  lathe  toolholders. 


KNURLING    TOOL 


THREADING    TOOL 


COARSE  MEDIUM       FINE     COARSE   MEDIUM         FINE 


:  i 


' 


KNURLING  PRODUCED  BY  KNURLING  PRODUCED  BY 

PAIRS  OF  RIGHT  AND  PAIRS  OF  STRAIGHT 

LEFT-HAND  STANDARD  LINE  KNURLS 
FACE  KNURLS 


28.67 


Figure  7-21.— Knurling  and  threading  tools. 


28.301 


Figure  7-22. — Types  of  knurling  rollers. 


knurled  roller  comes  in  a  wide  variety  of  patterns. 
(See  fig.  7-22.) 

The  BORING  BAR  toolholder  is  nothing 
more  than  a  piece  of  round  stock  with  a  screw-on 
cap.  (See  fig.  7-18.)  The  caps  are  available  with 
square  holes  broached  through  them  at  various 
angles  (fig.  7-18)  and  sizes.  When  the  proper  size 
toolbit  is  inserted  into  the  cap  and  the  cap  is 
screwed  on  to  the  threaded  end  of  the  piece  of 
round  stock,  the  entire  unit  becomes  a  very  rigid 
boring  tool  which  is  used  with  the  castle  type 
toolpost. 

The  QUICK  CHANGE  toolholder  (fig.  7-23) 
is  mounted  on  the  toolpost  by  sliding  it  from 


28.302 
Figure  7-23.— Quick  change  toolpost  and  toolholder. 


MORSE    TAPER 


PLAIN  TOOLBIT   THREADING      PARTING 


kVSVJUlVAlllV.L    110.3   a  H^lgliL   aUJUOllllg  HAAg    LV^    «,J.iV  TI     _j  vw. 

to  set  the  proper  height  prior  to  locking  it  in  place. 
The  quick  change  toolholder  comes  in  a  wide 
range  of  styles.  A  few  of  these  styles  are  shown 
in  figure  7-24. 


LATHE  CHUCKS 

The  lathe  chuck  is  a  device  for  holding  lathe 
work.  It  is  mounted  on  the  nose  of  the  spindle. 
The  work  is  held  by  jaws  which  can  be  moved  in 
radial  slots  toward  the  center  to  clamp  down  on 
the  sides  of  the  work.  These  jaws  are  moved  in 
and  out  by  screws  turned  by  a  chuck  wrench 
applied  to  the  sockets  located  at  the  outer  ends 
of  the  slots. 

The  4-JAW  INDEPENDENT  lathe  chuck, 
figure  7-25,  is  the  most  practical  for  general  work. 
The  four  jaws  are  adjusted  one  at  a  time,  making 
it  possible  to  hold  work  of  various  shapes  and  to 
adjust  the  center  of  the  work  to  coincide  with  the 
axial  center  of  the  spindle. 

There  are  several  different  styles  of  jaws  for 
4-jaw  chucks.  You  can  remove  some  of  the  chuck 
jaws  by  turning  the  adjusting  screw  and  then 
re-inserting  them  in  the  opposite  direction.  Some 
chucks  have  two  sets  of  jaws,  one  set  being  the 
reverse  of  the  other.  Another  style  has  jaws  that 
are  bolted  onto  a  slide  by  two  socket-head  bolts. 
On  this  style  you  can  reverse  the  jaws  by 


28.303 


Figure  7-24.— Quick  change  toolholder. 


28.304 


Figure  7-25.— Four-jaw  independent  chuck. 


7-17 


removing  the  bolts,  reversing  the  jaws,  and 
re-inserting  the  bolts.  You  can  make  special 
jaws  for  this  style  chuck  in  the  shop  and 
machine  them  to  fit  a  particular  size  OD  or 
ID. 

The  3-JAW  UNIVERSAL  or  scroll  chuck 
(fig.  7-26)  can  be  used  only  for  holding  round  or 
hexagonal  work.  All  three  jaws  move  in  and  out 
together  in  one  operation.  They  move 
simultaneously  to  bring  the  work  on  center 
automatically.  This  chuck  is  easier  to  operate  than 
the  four-jaw  type,  but  when  its  parts  become  worn 
you  cannot  rely  on  its  accuracy  in  centering. 
Proper  lubrication  and  constant  care  in  use  are 
necessary  to  ensure  reliability.  The  same  styles  of 
jaws  available  for  the  4-jaw  chuck  are  also 
available  for  the  3 -jaw  chuck. 

COMBINATION  CHUCKS  are  universal 
chucks  that  have  independent  movement  of  each 
jaw  in  addition  to  the  universal  movement. 

Figures  7-3  and  7-5  illustrate  the  usual  means 
provided  for  attaching  chucks  and  faceplate  to 
lathes.  The  tapered  nose  spindle  (fig.  7-3)  is 
usually  found  on  lathes  that  have  a  swing  greater 
than  12  inches.  Matching  internal  tapers  and 
keyways  in  chucks  for  these  lathes  ensure  accurate 
alignment  and  radial  locking.  A  free  turning, 
internally  threaded  collar  on  the  spindle  screws 
onto  a  boss  on  the  back  of  the  chuck  to  secure 
the  chuck  to  the  spindle  nose.  On  small  lathes, 
chucks  are  screwed  directly  onto  the  threaded 
spindle  nose.  (See  fig.  7-5.) 


The  DRAW-IN  COLLET  chuck  is  used  to 
hold  small  work  for  machining.  It  is  the  most 
accurate  type  of  chuck  and  is  intended  for  preci- 
sion work. 

Figure  7-27  shows  the  5  parts  of  the  collet 
chuck  assembled  in  place  in  the  lathe  spindle.  The 
collet,  which  holds  the  work,  is  a  split  cylinder 
with  an  outside  taper  that  fits  into  the  tapered 
closing  sleeve  and  screws  into  the  threaded  end 
of  the  hollow  drawbar  that  passes  through  the 
hollow  spindle.  When  the  handwheel,  which  is 
attached  by  threads  to  the  outside  of  the  drawbar, 
is  turned  clockwise,  the  drawbar  pulls  the  collet 
into  the  tapered  sleeve,  thereby  decreasing  the 
diameter  of  the  hole  in  the  collet.  As  the  collet 
is  closed  around  the  work,  the  work  is  centered 
accurately  and  is  held  firmly  by  the  chuck. 

Collets  are  made  with  hole  sizes  ranging  from 
1/64  inch  up,  in  1/64-inch  steps.  The  best  results 
are  obtained  when  the  diameter  of  the  work  is 
exactly  the  same  size  as  the  dimension  stamped 
on  the  collet. 

To  ensure  accuracy  of  the  work  when  using 
the  draw-in  collet  chuck,  be  sure  that  the  contact 
surfaces  of  the  collet  and  the  closing  sleeve  are 
free  of  chips  and  dirt.  NOTE:  The  standard  collet 
has  a  round  hole,  but  special  collets  for  square 
and  hexagonal  shapes  are  available. 

The  RUBBER  COLLET  CHUCK  (fig.  7-28) 
is  designed  to  hold  any  bar  stock  from  1/16  inch 
up  to  1  3/8  inch.  It  is  different  from  the  draw-in 
type  collet  previously  mentioned  in  that  the  bar 
stock  does  not  have  to  be  exact  in  size. 

The  rubber  flex  collet  consists  of  rubber  and 
hardened  steel  plates.  The  nose  of  the  chuck  has 


28.305 


Figure  7-26.— Three-jaw  universal  chuck. 


28.91X 
Figure  7-27. — Draw-in  collet  chuck  assembled. 


NOSE 

LOCKING 
RING 


7/8"- 1"  COLLET 


1/16"- 1/8"  COLLET 


28.306 


Figure  7-28.— Rubber  flex  collet  chuck. 


external  threads,  and,  by  rotating  the  handwheel 
(fig.  7-28),  you  compress  the  collet  around  the  bar. 
This  exerts  equal  pressure  from  all  sides  and 
enables  you  to  align  the  stock  very  accurately.  The 
locking  ring,  when  pressed  in,  gives  a  safe  lock 
that  prevents  the  collet  from  coming  loose  when 
the  machine  is  in  operation. 

DRILL  CHUCKS  are  used  to  hold  center 
drills,  straight  shank  drills,  reamers,  taps,  and 
small  rods.  The  drill  chuck  is  mounted  on  a 
tapered  shank  or  arbor  which  fits  the  Morse  taper 
hole  in  either  the  headstock  or  tailstock  spindle. 
Figure  7-29  shows  the  three-jaw  type.  A  revolving 
sleeve  operated  by  a  key  opens  or  closes  the  three 
jaws  simultaneously  to  clamp  and  center  the  drill 
in  the  chuck. 

FACEPLATES  are  used  for  holding  work 
that  cannot  be  swung  on  centers  or  in  a  chuck 
because  of  its  shape  or  dimensions.  The  T-slots 
and  other  openings  on  the  surface  of  the  faceplate 
provide  convenient  anchor  points  for  bolts  and 
clamps  used  to  secure  the  work  to  the  faceplate. 


28.92X 


Figure  7-29.— Drill  chuck. 


The  faceplate  is  mounted  on  the  nose  of  the 
spindle. 

The  DRIVING  PLATE  is  similar  to  a  small 
faceplate  and  is  used  primarily  for  driving  work 
that  is  held  between  centers.  A  radial  slot  receives 
the  bent  tail  of  a  lathe  dog  clamped  to  the  work 
to  transmit  rotary  motion  to  the  work. 


LATHE  CENTERS 

The  lathe  centers  shown  in  figure  7-30  provide 
a  means  for  holding  the  work  between  points  so 
it  can  be  turned  accurately  on  its  axis.  The 


60"  POINTS 
TAPERED  SHANK  (MORSE  TAPER) 


SH*NK  (MORSE  TAPER) 


LIVE  CENTER 


DEAD  CENTER 


28.93 


Figure  7-30.— Lathe  centers. 


7-19 


headstock  spindle  center  is  called  the  LIVE  center 
because  it  revolves  with  the  work.  The  tailstock 
center  is  called  the  DEAD  center  because  it  does 
not  turn.  Both  live  and  dead  centers  have  shanks 
turned  to  a  Morse  taper  to  fit  the  tapered  holes 
in  the  spindles;  both  have  points  finished  to  an 
angle  of  60°.  They  differ  only  in  that  the  dead 
center  is  hardened  and  tempered  to  resist  the 
wearing  effect  of  the  work  revolving  on  it.  The 
live  center  revolves  with  the  work  and  is  usually 
left  soft.  The  dead  center  and  live  center  must 
NEVER  be  interchanged.  A  dead  center  requires 
a  lubricant  between  it  and  the  center  hole  to 
prevent  seizing  and  burning  of  the  center.  NOTE: 
There  is  a  groove  around  the  hardened  tail  center 
to  distinguish  it  from  the  live  center. 

The  centers  fit  snugly  in  the  tapered  holes  of 
the  headstock  and  tailstock  spindles.  If  chips,  dirt, 
or  burrs  prevent  a  perfect  fit  in  the  spindles,  the 
centers  will  not  run  true. 


Figure  7-31. — Pipe  center. 


To  remove  the  headstock  center,  insert  a  brass 
rod  through  the  spindle  hole  and  tap  the  center 
to  jar  it  loose;  you  can  then  pull  it  out  with  your 
hand.  To  remove  the  tailstock  center,  run  the 
spindle  back  as  far  as  it  will  go  by,  turning  the 
handwheel  to  the  left.  When  the  end  of  the 
tailstock  screw  bumps  the  back  of  the  center,  it 
will  force  the  center  out  of  the  tapered  hole.  (See 
fig.  7-6.) 

For  machining  hollow  cylinders,  such  as  pipe, 
use  a  bull-nosed  center  called  a  PIPE  CENTER. 
Figure  7-31  shows  its  construction.  The  taper 
shank  A  fits  into  the  head  and  tail  spindles  in  the 
same  manner  as  the  lathe  centers.  The  conical  disk 
B  revolves  freely  on  the  collared  end.  Different 
size  disks  are  supplied  to  accommodate  various 
ranges  of  pipe  sizes. 

Ballbearing  or  nonfriction  centers  contain 
bearings  that  allow  the  point  of  the  center  to  rotate 
with  the  workpiece  while  the  shank  remains 
stationary  in  the  tailstock  spindle.  The  center  hole 
does  not  need  a  lubricant  when  this  type  or  center 
is  used. 


LATHE  DOGS 

Lathe  dogs  are  used  with  a  driving  plate  or 
faceplate  to  drive  work  being  machined  on  centers 
whenever  the  frictional  contact  alone  between  the 
live  center  and  the  work  is  not  sufficient  to  drive 
the  work. 


LATHE 
BED 


28.95X 


Fieure  7-32. — Lathe  doos. 


28.96X 


TJV1  fantar  root 


has  a  regular  section  (square,  hexagon,  octagon). 
The  piece  to  be  turned  is  held  firmly  in  hole  A 
by  setscrew  B.  The  bent  tail  C  projects  through 
a  slot  or  hole  in  the  driving  plate  or  faceplate,  so 
that  when  the  faceplate  revolves  with  the  spindle, 
it  also  turns  the  work.  The  clamp  dog  illustrated 
at  the  right  in  figure  7-32  may  be  used  for 
rectangular  or  irregularly  shaped  work.  Such  work 
is  clamped  between  the  jaws. 

CENTER  REST 

The  center  rest,  also  called  the  steady  rest,  is 
used  for  the  following  purposes: 

1 .  To  provide  an  intermediate  support  or  rest 
for  long  slender  bars  or  shafts  being 
machined  between  centers.  It  prevents  them 
from  springing  due  to  cutting  pressure  or 
sagging  as  a  result  of  their  otherwise  un- 
supported weight. 

2.  To  support  and  provide  a  center  bearing 
for  one  end  of  work,  such  as  a  spindle, 
being  bored  or  drilled  from  the  end  when 
it  is  too  long  to  be  supported  by  the  chuck 
alone.  The  center  rest,  kept  aligned  by 
the  ways,  can  be  clamped  at  any  desired 
position  along  the  bed,  as  illustrated  in 
figure  7-33.  It  is  important  that  the  jaws 
A  be  carefully  adjusted  to  allow  the  work  B 


THE  WORK 


ADJUSTABLE 
JAWS 


lathe.  The  top  half  of  the  frame  is  hinged 
at  C  to  make  it  easier  to  place  the  center 
rest  in  position  without  removing  the  work 
from  the  centers  or  changing  the  position 
of  the  jaws. 

FOLLOWER  REST 

The  follower  rest  is  used  to  back  up  work  of 
small  diameter  to  keep  it  from  springing  under 
the  pressure  of  cutting.  This  rest  gets  its  name 
because  it  follows  the  cutting  tool  along  the  work. 
As  shown  in  figure  7-34,  it  is  attached  directly  to 
the  saddle  by  bolts  B.  The  adjustable  jaws  bear 
directly  on  the  finished  diameter  of  the  work 
opposite  and  above  the  cutting  tool. 

TAPER  ATTACHMENT 

The  taper  attachment,  illustrated  in  figure 
7-35,  is  used  for  turning  and  boring  tapers.  It  is 
bolted  to  the  back  of  the  carriage  saddle.  In  opera- 
tion, it  is  connected  to  the  cross-slide  so  that  it 
moves  the  cross-slide  laterally  as  the  carriage 
moves  longitudinally,  thereby  causing  the  cutting 
tool  to  move  at  an  angle  to  the  axis  of  the  work 
to  produce  a  taper. 

The  angle  of  the  desired  taper  is  set  on  the 
guide  bar  of  the  attachment,  and  the  guide  bar 
support  is  clamped  to  the  lathe  bed. 

Since  the  cross-slide  is  connected  to  a  shoe  that 
slides  on  the  guide  bar,  the  tool  follows  along  a 


28.97X 


28.98X 


Figure  7-34. — Follower  rest. 


Figure  7-35. — A  taper  attachment. 


7-21 


28.100X 


28.99X 


Figure  7-37.— Micrometer  carriage  stop. 


Figure  7-36.— Thread  dial  indicator. 


28 


Figure  7-38.-Grinder  mounted  on  compound  rest. 


line  that  is  parallel  to  the  guide  bar  and  hence  at 
an  angle  to  the  work  axis  corresponding  to  the 
desired  taper. 

The  operation  and  application  of  the  taper 
attachment  will  be  explained  further  under  the 
subject  of  taper  turning  in  chapter  10. 

THREAD  DIAL  INDICATOR 

The  thread  dial  indicator,  shown  in  figure 
7-36,  lets  you  quickly  return  the  carriage  to  the 
beginning  of  the  thread  to  set  up  successive  cuts. 
This  eliminates  the  necessity  of  reversing  the  lathe 
and  waiting  for  the  carriage  to  follow  the  thread 
back  to  its  beginning.  The  dial,  which  is  geared 
to  the  lead  screw,  indicates  when  to  clamp  the 
half-nuts  on  the  lead  screw  for  the  next  cut. 

The  threading  dial  consists  of  a  worm  wheel 
which  is  attached  to  the  lower  end  of  a  shaft  and 
meshed  with  the  lead  screw.  The  dial  is  located 
on  the  upper  end  of  the  shaft.  As  the  lead  screw 
revolves,  the  dial  turns.  The  graduations  on  the 
dial  indicate  points  at  which  the  half-nuts  may  be 
engaged.  When  the  threading  dial  is  not  being 
used,  it  should  be  disengaged  from  the  lead  screw 
to  prevent  unnecessary  wear  to  the  worm  wheel. 

CARRIAGE  STOP 

You  can  attach  the  carriage  stop  to  the  bed 
at  any  point  where  you  want  to  stop  the  carriage. 
The  carriage  stop  is  used  principally  in  turning, 
facing,  or  boring  duplicate  parts;  it  eliminates  the 
need  for  repeated  measurements  of  the  same 
dimension.  To  operate  the  carriage  stop,  set  the 
stop  at  the  point  where  you  want  to  stop  the  feed. 
Just  before  the  carriage  reaches  this  point,  shut 
off  the  automatic  feed  and  carefully  run  the 
carriage  up  against  the  stop. 

Carriage  stops  are  provided  with  or  without 
micrometer  adjustment.  Figure  7-37  shows  a 
micrometer  carriage  stop.  Clamp  it  on  the  ways 
in  the  approximate  position  required  and  then 
adjust  it  to  the  exact  setting  using  the  micrometer 
adjustment.  NOTE:  Do  not  confuse  this  stop  with 
the  automatic  carriage  stop  that  automatically 
stops  the  carriage  by  disengaging  the  feed  or 
stopping  the  lathe. 

GRINDING  ATTACHMENT 

The  grinding  attachment,  illustrated  in  figure 
7-38,  is  a  portable  grinder  with  a  base  that  fits 


on  the  compound  rest  in  the  same  manner  as  the 
toolpost.  Like  the  cutting  tool,  the  grinding 
attachment  can  be  fed  to  the  work  at  any  angle. 
It  is  used  for  grinding  hard-faced  valve  disks  and 
seats,  for  grinding  lathe  centers,  and  for  all  kinds 
of  cylindrical  grinding.  For  internal  grinding, 
small  wheels  are  used  on  special  quills  (extensions) 
screwed  onto  the  grinder  shaft. 


MILLING  ATTACHMENT 

The  milling  attachment  adapts  the  lathe  to 
perform  milling  operations  on  small  work, 
such  as  cutting  key  ways,  slotting  screwheads, 
machining  flats,  and  milling  dovetails.  Figure  7-39 
illustrates  the  setup  for  milling  a  dovetail. 

The  milling  cutter  is  held  in  an  arbor  driven 
by  the  lathe  spindle.  The  work  is  held  in  a  vise 
on  the  milling  attachment.  The  milling  attachment 
is  mounted  on  the  cross-slide  and  therefore  its 
movement  can  be  controlled  by  the  longitudinal 
feed  and  cross  feed  of  the  lathe.  The  depth  of  the 
cut  is  regulated  by  the  longitudinal  feed  while  the 
length  of  the  cut  is  regulated  by  the  cross  feed. 
Vertical  motion  is  controlled  by  the  adjusting 
screw  at  the  top  of  the  attachment.  The  vise  can 
be  set  at  any  angle  in  a  horizontal  or  vertical  plane. 


28.102X 


Figure  7-39. — Milling  attachment. 


28.103X 


Figure  7-40. — A  bench  lathe. 


A  milling  attachment  is  unnecessary  in  shops 
equipped  with  milling  machines. 


TRACING  ATTACHMENTS 

A  tracing  attachment  for  a  lathe  is  useful 
whenever  you  have  to  make  several  parts  that  are 
identical  in  design.  A  tracer  is  a  hydraulically 
actuated  attachment  that  carries  the  cutting  tool 
on  a  path  identical  to  the  shape  and  dimensions 
of  a  pattern  or  template  of  the  part  to  be  made. 
The  major  parts  of  the  attachment  are  a  hydraulic 
power  unit,  a  tracer  valve  to  which  the  stylus  that 
follows  the  template  is  attached,  a  cylinder  and 
slide  assembly  that  holds  the  cutting  tool  and 
moves  in  or  out  on  the  command  of  the  tracer 
valve  hydraulic  pressure  output,  and  a  template 
rail  assembly  that  holds  the  template  of  the 
part  to  be  made.  There  are  several  different 
manufacturers  of  tracers,  and  each  tracer  has  a 
slightly  different  design  and  varying  operating 
features.  Tracers  can  be  used  for  turning, 
facing,  and  boring  and  are  capable  of  main- 
taining a  dimensional  tolerance  equal  to  that 
of  the  lathe  being  used.  Templates  for  the 
tracer  can  be  made  from  either  flat  steel  or 
aluminum  plate  or  from  round  bar  stock.  It  is 


mismachined  dimension  will  be  reproduced  on  the 
parts  to  be  made. 

OTHER  TYPES  OF  LATHES 

The  type  of  engine  lathe  that  has  been 
described  in  this  chapter  is  the  general-purpose, 
screw  cutting  precision  lathe  that  is  universally 
used  in  the  machine  shops  of  ships  in  the  Navy. 
Repair  ships  also  carry  other  types.  A  short 
description  of  some  other  types  follows. 

TOOLROOM  LATHE  is  the  name  com- 
monly applied  to  an  engine  lathe  intended 


tools. 

A  BENCH  LATHE  (fig.  7-40)  is  a  small 
engine  lathe  mounted  on  a  bench.  Such  lathes  are 
sometimes  used  in  the  toolroom  of  repair  ships. 

The  GAP  (EXTENSION)  LATHE  shown  in 
figure  7-41  has  a  removable  bed  piece  shown  on 
the  deck  in  front  of  the  lathe.  This  piece  can  be 
removed  from  the  lathe  bed  to  create  a  gap  into 
which  work  of  larger  diameter  may  be  swung. 
Some  gap  lathes  are  designed  so  that  the  ways  can 
be  moved  longitudinally  to  create  the  gap. 


7-25 


BASIC  ENGINE  LATHE  OPERATIONS 


In  chapter  7  you  became  familiar  with  the 
basic  design  and  functions  of  the  engine  lathe  and 
the  basic  attachments  used  with  the  engine  lathe. 
In  this  chapter,  we  will  discuss  the  fundamentals 
of  engine  lathe  operations. 


PREOPERATIONAL  PROCEDURES 

As  a  Machinery  Repairman  you  will  be 
required  to  know  and  use  specific  procedures  that 
you  must  follow  both  prior  to  and  during  opera- 
tion of  the  engine  lathe.  First,  you  must  be  fully 
aware  of  and  comply  with  all  machine  operator 
safety  precautions.  Second,  you  must  be  familiar 
with  the  specific  type  of  engine  lathe  you  are  going 
to  operate. 


LATHE  SAFETY  PRECAUTIONS 

In  machine  operations,  there  is  one  sequence 
of  events  that  you  must  always  follow.  SAFETY 
FIRST,  ACCURACY  SECOND,  AND  SPEED 

LAST.  With  this  in  mind,  we  will  discuss  the 
safety  of  lathe  operations  first. 

1 .  Prepare  yourself  by  rolling  up  your  shirt 
sleeves  and  removing  your  watch,  rings, 
and   other  jewelry  that   might  become 
caught  while  you  operate  a  machine. 

2.  Wear  safety  glasses  or  an  approved  face 
shield  at  all  times  when  you  operate  a  lathe 
or  when  you  are  in  the  area  of  lathes  that 
are  in  operation. 

3.  Be  sure  the  work  area  is  clear  of  obstruc- 
tions that  might  cause  you  to  trip  or  fall. 

4.  Keep  the  deck  area  around  your  machine 
clear   of  oil   or  grease  to  prevent  the 
possibility  of  anyone  slipping  and  falling 
into  the  machine. 


5.  Always  get  someone  to  help  you  handle 
heavy    or    awkward   parts,    stock,    or 
machine  accessories. 

6.  Never  remove  chips  with  your  bare  hands; 
use  a  stick  or  brush.  (Stop  the  machine 
while  you  remove  the  chips.) 

7.  Prevent  long  chips  from  being  caught  in 
the  chuck  by  using  good  chip  control 
procedures  on  your  setup. 

8.  Disengage  the  machine  feed  before  you 
talk  to  anyone. 

9.  Know  how  to  stop  the  machine  quickly 
if  an  emergency  arises. 

10.  Be  attentive,  not  only  to  the  operation  of 
your  machine,  but  the  events  going  on 
around  it. 

1 1 .  If  you  must  operate  a  lathe  while  under- 
way,   be   especially    safety    conscious. 
(Machines  should  be  operated  only  in 
relatively  calm  seas.) 

12.  Know  where  the  cutting  tool  is  while  you 
take  measurements  or  make  adjustments 
to  the  machine. 

13.  Always    observe    the    specific    safety 
precautions  posted  for  the  machine  you 
are  operating. 


MACHINE  CHECKOUT 

Before  you  attempt  to  operate  any  lathe,  make 
sure  you  know  how  to  run  it.  Read  all  operating 
instructions  supplied  with  the  machine.  Know 
where  the  various  controls  are  and  how  to  operate 
them.  When  you  are  satisfied  that  you  know  how 
the  controls  work,  check  to  see  that  the  spindle 
clutch  and  the  power  feeds  are  disengaged;  then 


8-1 


phases  of  operation,  as  follows: 

1.  Shift  the  speed  change  levers  into  the 
various  combinations;  start  and  stop  the  spindle 
after  each  change.  Get  the  feel  of  this  operation. 

2.  With  the  spindle  running  at  its  slowest 
speed,  try  out  the  operation  of  the  power  feeds 
and  observe  their  action.  Take  care  not  to  run  the 
carriage  too  near  the  limits  of  its  travel.  Learn 
how  to  reverse  the  direction  of  feeds  and  how  to 
disengage  them  quickly.  Before  engaging  either 
of  the  power  feeds,  operate  the  hand  controls 
to  be  sure  the  parts   involved  are   free   for 
running. 

3.  Try  out  the  operation  of  engaging  the 
lead   screw   for   thread   cutting.    Remember 
that  you  must  disengage  the  feed  mechanism 
before  you  can  close  the  half-nuts  on  the  lead 
screw. 

4.  Practice  making  changes  with  the  QUICK 
CHANGE  GEAR  MECHANISM  by  referring 
to  the  thread  and  feed  index  plate  on  the 
lathe  you  intend  to  operate.  Remember  that 
you   may   make    changes    in   the    gear    box 
with  the  lathe  running  slowly,  but  you  must 
stop   the   lathe  to   make   speed   changes   by 
shifting  gears  in  the  main  gear  train. 

Maintenance  is  an  important  operational 
procedure  for  lathes  and  must  be  performed 
according  to  the  Navy's  Planned  Maintenance 
System  (PMS).  This  subject  is  covered  in  detail 
in  the  Military  Requirements  for  Petty  Officers 
training  manual.  In  addition  to  the  regular 
planned  maintenance,  make  it  a  point  to  oil 
your  lathe  daily  wherever  oil  holes  are  provided. 
Oil  the  ways  often,  not  only  to  lubricate 
them  but  to  protect  their  scraped  surfaces. 
Oil  the  lead  screw  often  while  it  is  in  use 
to  preserve  its  accuracy.  A  worn  lead  screw 
lacks  precision  in  thread  cutting.  Be  sure 
the  headstock  is  filled  up  to  the  oil  level; 
drain  out  and  replace  the  oil  when  it  becomes 
dirty  or  gummy.  If  your  lathe  is  equipped 
with  an  automatic  oiling  system  for  some  parts, 
be  sure  all  those  parts  are  getting  oil.  Make  it  a 
habit  to  CHECK  frequently  for  lubrication  of  all 
moving  parts. 

Do  not  treat  your  machine  roughly.  When  you 
shift  gears  to  change  speed  or  feed,  remember  that 


into  engagement.  Disengage  the  clutch  and  stop 
the  lathe  before  shifting  gears. 

Before  engaging  the  longitudinal  feed,  be 
certain  that  the  carriage  clamp  screw  is  loose  and 
that  the  carriage  can  be  moved  by  hand.  Avoid 
running  the  carriage  against  the  headstock  or 
tailstock  while  the  machine  is  under  power  feed; 
carriage  pressure  against  the  headstock  or  the 
tailstock  puts  an  unnecessary  strain  on  the  lathe 
and  may  jam  the  gears. 

Do  not  neglect  the  motor  just  because  it  may 
be  out  of  sight;  check  its  lubrication.  If  it  does 
not  run  properly,  notify  the  Electrician's  Mate 
whose  duty  it  is  to  care  for  motors.  He  or  she  will 
cooperate  with  you  to  keep  it  in  good  condition. 
In  a  machine  that  has  a  belt  drive  from  the  motor 
to  the  lathe,  avoid  getting  oil  or  grease  on  the  belt 
when  you  oil  the  lathe  or  the  motor. 

Keep  your  lathe  CLEAN.  A  clean  and  orderly 
machine  is  an  indication  of  a  good  mechanic.  Dirt 
and  chips  on  the  ways,  the  lead  screw,  or  the  cross 
feed  screws  will  cause  serious  wear  and  impair  the 
accuracy  of  the  machine. 

Never  put  wrenches,  files,  or  other  tools  on 
the  ways.  If  you  must  keep  tools  on  the  bed,  use 
a  board  to  protect  the  finished  surfaces  of  the 
ways. 

Never  use  the  bed  or  carriage  as  an  anvil; 
remember  that  the  lathe  is  a  precision  machine 
and  nothing  must  be  allowed  to  destroy  its 
accuracy. 


SETTING  UP  THE  LATHE 

Before  starting  a  lathe  machining  operation, 
always  ensure  that  the  machine  is  set  up  for  the 
job  you  are  doing.  If  the  work  is  mounted  between 
centers,  check  the  alignment  of  the  dead  center 
with  the  live  center  and  make  any  required 
changes.  Ensure  that  the  toolholder  and  the 
cutting  tool  are  set  at  the  proper  height  and  angle. 
Check  the  workholding  accessory  to  ensure  that 
the  workpiece  is  held  securely.  Use  the  center  rest 
or  follower  rest  to  support  long  workpieces. 


PREPARING  THE  CENTERS 

The  first  step  in  preparing  the  centers  is  to  see 
that  they  are  accurately  mounted  in  the  headstock 


8-2 


will  impair  accuracy  by  preventing  a  perfect  fit 
of  the  bearing  surfaces.  Be  sure  that  there  are  no 
burrs  in  the  spindle  hole.  If  you  find  burrs, 
remove  them  by  carefully  scraping  or  reaming 
the  surface  with  a  Morse  taper  reamer.  Burrs 
will  produce  the  same  inaccuracies  as  chips  and 
dirt. 

Center  points  must  be  accurately  finished  to 
an  included  angle  of  60°.  Figure  8-1  shows  the 
method  of  checking  the  angle  with  a  center  gauge. 
The  large  notch  of  the  center  gauge  is  intended 
for  this  particular  purpose.  If  the  test  shows  that 
the  point  is  not  perfect,  true  the  point  in  the  lathe 
by  taking  a  cut  over  the  point  with  the  compound 
rest  set  at  30°.  To  true  a  hardened  tail  center, 
either  anneal  it  and  then  machine  it  or  grind  it 
if  a  grinding  attachment  is  available. 

Aligning  and  Testing 

To  turn  a  shaft  straight  and  true  between 
centers,  be  sure  the  centers  are  in  the  same  plane 
parallel  to  t!ie  ways  of  the  lathe.  You  can  align 
the  centers  by  releasing  the  tailstock  from  the  ways 
and  then  moving  the  tailstock  laterally  with  two 
adjusting  screws.  At  the  rear  of  the  tailstock  are 
two  zero  lines,  and  the  centers  are  approximately 
aligned  when  these  lines  coincide.  To  check  the 
approximate  alignment,  move  the  tailstock  up 
until  the  centers  almost  touch  and  observe  their 
relative  positions  as  shown  in  figure  8-2.  To 


28.106X 


Figure  8-2.— Aligning  lathe  centers. 


produce  very  accurate  work,  especially  if  it  is  long, 
use  the  following  procedure  to  determine  and 
correct  errors  in  alignment  not  otherwise  detected. 
Mount  the  work  to  be  turned,  or  a  piece  of 
stock  of  similar  length,  on  the  centers.  With  a 
turning  tool  in  the  toolpost,  take  a  small  cut  to 
a  depth  of  a  few  thousandths  of  an  inch  at  the 
headstock  end  of  the  work.  Then  remove  the  work 
from  the  centers  to  allow  the  carriage  to  be  run 
back  to  the  tailstock  without  withdrawing  the  tool. 
Do  not  touch  the  tool  setting.  Replace  the  work 
in  the  centers,  and  with  the  tool  set  at  the  previous 
depth  take  another  cut  coming  in  from  the 
tailstock  end.  Compare  the  diameters  of  these  cuts 
with  a  micrometer.  If  the  diameters  are  exactly 
the  same,  the  centers  are  in  perfect  alignment.  If 
they  are  different,  adjust  the  tailstock  in  the  direc- 
tion required  by  using  the  set-over  adjusting 
screws.  Repeat  the  above  test  and  adjustment  until 
a  cut  at  each  end  produces  equal  diameters. 


28.105 


Figure  8-1. — Checking  center  point  with  a  center  gauge. 


8-3 


You  can  also  check  for  positive  alignment  of 
the  centers  by  placing  a  test  bar  between  the 
centers  and  checking  both  ends  of  the  bar  with 
a  dial  indicator  clamped  in  the  toolpost  (fig.  8-3). 
If  the  reading  on  the  dial  is  zero  at  both  ends  of 
the  bar,  the  centers  are  aligned.  The  tailstock  must 
be  clamped  to  the  ways  and  the  test  bar  must  be 
properly  adjusted  between  centers  so  there  is  no 
end  play  when  you  take  the  indicator  readings. 

Another  method  you  can  use  to  check  for 
positive  alignment  of  lathe  centers  is  to  take  a  light 
cut  over  the  work  held  between  centers.  Then 
measure  the  work  at  each  end  with  a  micrometer. 
If  the  readings  differ,  adjust  the  tailstock  to 
remove  the  difference.  Repeat  the  procedure  until 
the  centers  are  aligned. 

Truing  and  Grinding 

To  machine  or  true  a  lathe  center,  remove  the 
faceplate  from  the  spindle.  Then  insert  the  live 
center  into  the  spindle  and  set  the  compound  rest 
at  an  angle  of  30°  with  the  axis  of  the  spindle, 
as  shown  in  figure  8-4.  Place  a  round-nose  tool 
in  the  toolpost  and  set  the  cutting  edge  of  the  tool 
at  the  exact  center  point  of  the  lathe  center. 
Machine  a  light  cut  on  the  center  point  and  test 
the  point  with  a  center  gauge.  All  lathe  centers, 
regardless  of  their  size,  are  finished  to  an  included 
angle  of  60°. 

Recall  that  if  you  must  true  the  tailstock 
spindle  lathe  center,  anneal  it  and  machine  it  in 
the  headstock  spindle,  following  the  same  opera- 
tions described  for  truing  a  live  center;  then 
remove,  harden,  and  temper  the  spindle.  It  is  now 
ready  for  use  in  the  tailstock. 

Also  if  a  toolpost  grinder  is  available,  you  may 
true  the  hardened  center  by  grinding  it  without 
annealing  it.  As  in  machining,  the  first  step  after 
placing  the  center  in  the  headstock  spindle  is  to 


28.108X 


Figure  8-4. — Machining  a  lathe  center. 


set  the  compound  rest  over  to  30  °  with  the  axis 
of  the  lathe.  Second,  mount  a  toolpost  grinder 
or  grinding  attachment  on  the  lathe  as  shown  in 
figure  8-5.  Third,  cover  the  exposed  ways  of  the 
lathe  with  cloth  or  paper  to  keep  the  grinding  grit 
out  of  the  bearing  surfaces  of  the  bed  and  cross- 
slides.  Fourth,  put  the  headstock  in  gear  to  give 
approximately  200  rpm  to  the  spindle  and  take 
a  light  cut  over  the  center  point,  feeding  the  wheel 
across  the  point  with  the  compound  rest  feed 
handle.  Continue  to  feed  the  wheel  back  and  forth 
until  it  is  cutting  evenly  all  around  the  entire  length 
of  the  center  point.  Then  check  the  angle  with  a 
center  gauge.  Reset  the  compound  rest  if  necessary 
and  continue  grinding  until  the  center  fits  the 
center  gauge  exactly.  To  check  the  accuracy  of 
the  fit,  place  a  light  beneath  the  center  and  look 
for  light  between  the  center  point  surface  and  the 
edge  of  the  center  point  gauge. 


HEADSTOCK  CENTER 


TEST  BAR 

TAIL 

STOCK 

CENTER 

__„ 

••;  •;  ;  •••••-•••••?••  

s 

•         '  i     i,    i  'V    i  ,  '       1  1      ,  ' 

K 

!'>!k^ 


DIAL  INDICATOR 


28.107 


LATHE 
CENTER 


GRINDING 
WHEEL 


LATHE 

SPINDLE 

AXIS 


TOOLPOST. 
GRINDER 


Figure  8-5.— Grinding  a  lathe  center. 


Additional  information  on  the  operation  of 
the  toolpost  grinder  is  provided  later  in  this 
chapter. 

SETTING  THE  TOOLHOLDER 
AND  CUTTING  TOOL 

The  first  requirement  for  setting  the  tool  is  to 
have  it  rigidly  mounted  on  the  tool  post  holder. 
Be  sure  the  tool  sits  squarely  in  the  toolpost  and 
that  the  setscrew  is  tight.  Reduce  overhang 
as  much  as  possible  to  prevent  the  tool  from 
springing  during  cutting.  If  the  tool  has  too  much 
spring  the  point  of  the  tool  will  catch  in  the  work, 
causing  chatter  and  damaging  both  the  tool  and 
the  work.  The  relative  distances  of  A  and  B  in 
figure  8-6  show  the  correct  overhang  for  the  tool 


28.110X 


Figure  8-6. — Tool  overhang. 


UIC    W1UU1   \JL    LUC   CUlllil 

the  shank  when  you  use  a  carbide  insert  type 
cutting  tool. 

The  point  of  the  tool  must  be  correctly 
positioned  on  the  work.  When  you  are  using  a 
high-speed  cutting  tool  to  straight  turn  steel,  cast 
iron,  and  other  relatively  hard  metals,  set  the  point 
on  center.  The  point  of  a  high-speed  steel  cutting 
tool  being  used  to  cut  aluminum,  copper,  brass, 
and  other  soft  metals  should  be  set  exactly  on 
center.  The  point  of  cast  alloy  (stellite  and  so 
on),  carbide,  and  ceramic  cutting  tools  should  be 
placed  exactly  on  center  regardless  of  the  material 
being  cut.  The  tool  point  should  be  placed  on 
center  for  threading,  turning  tapers,  parting 
(cutting-off)  or  boring. 

You  can  adjust  the  height  of  the  tool  in  the 
toolholder  illustrated  in  figure  8-6  by  moving  the 
half-moon  wedge  beneath  the  toolholder  in  or  out 
as  required.  The  quick-change  type  toolholder 
usually  has  an  adjusting  screw  to  stop  the  tool  at 
the  correct  height.  Some  square  turret  type 
toolholders  require  a  shim  beneath  the  tool  to 
adjust  the  height. 

There  are  several  methods  you  can  use  to  set 
a  tool  on  center.  You  can  place  a  dead  center  in 
the  tailstock  and  align  the  point  of  the  tool  with 
the  point  of  the  center.  The  tailstock  spindle  on 
many  lathes  has  a  line  on  the  side  that  represents 
the  center.  You  can  also  place  a  6-inch  rule  against 
the  workpiece  in  a  vertical  position  and  move  the 
cross-slide  in  until  the  tool  lightly  touches  the  rule 
and  holds  it  in  place.  Look  at  the  rule  from 
the  side  to  determine  if  the  height  of  the 
tool  is  correct.  The  rule  will  be  straight  up 
and  down  when  the  tool  is  exactly  on  center  and 
will  be  at  an  angle  when  the  tool  is  either  high 
or  low. 


METHODS  OF  HOLDING 
THE  WORK 

You  cannot  perform  accurate  work  if  the  work 
is  improperly  mounted.  Requirements  for  proper 
mounting  are: 

1.  The  work  centerline  must  be  accurately 
centered  along  the  axis  of  the  lathe  spindle. 


8-5 


2.  The  work  must  be  held  rigidly  while  being 
turned. 

3.  The  work  must  not  be  sprung  out  of  shape 
by  the  holding  device. 

4.  The  work  must  be  adequately  supported 
against  any  sagging  caused  by  its  own  weight  and 
against  springing  caused  by  the  action  of  the 
cutting  tool. 

There  are  four  general  methods  of  holding 
work  in  the  lathe:  (1)  between  centers,  (2)  on  a 
mandrel,  (3)  in  a  chuck,  and  (4)  on  a  faceplate. 
Work  may  also  be  clamped  to  the  carriage  for 
boring  and  milling;  the  boring  bar  or  milling  cutter 
is  held  and  driven  by  the  headstock  spindle. 

Other  methods  of  holding  work  to  suit  special 
conditions  are:  (1)  one  end  on  the  live  center  or 
in  a  chuck  with  the  other  end  supported  in  a  center 
rest,  and  (2)  one  end  in  a  chuck  with  the  other 
end  on  the  dead  center. 

HOLDING  WORK  BETWEEN  CENTERS 

To  machine  a  workpiece  between  centers,  drill 
center  holes  in  each  end  to  receive  the  lathe 
centers.  Secure  a  lathe  dog  to  the  workpiece  and 
then  mount  the  work  between  the  live  and  dead 
centers  of  the  lathe. 

Centering  the  Work 

To  center  drill  round  stock  such  as  drill-rod 
or  cold-rolled  steel,  secure  the  work  to  the  head 
spindle  in  a  universal  chuck  or  a  draw-in  collet 
chuck.  If  the  work  is  too  long  and  too  large  to 
be  passed  through  the  spindle,  use  a  center  rest 
to  support  one  end.  It  is  good  shop  practice  to 
first  take  a  light  finishing  cut  across  the  face  of 
the  end  of  the  stock  to  be  center  drilled.  This  will 
provide  a  smooth  and  even  surface  and  will  help 
prevent  the  center  drill  from  "wandering"  or 
breaking.  The  centering  tool  is  held  in  a  drill  chuck 
in  the  tailstock  spindle  and  fed  to  the  work  by  the 
tailstock  hand  wheel  (fig.  8-7). 

If  you  must  center  a  piece  very  accurately, 
bore  the  tapered  center  hole  after  you  center  drill 


CENTERING 
TOOL 


to  correct  any  run-out  of  the  drill.  You  can  do 
this  by  grinding  a  tool  bit  to  fit  a  center  gauge 
at  a  60°  angle.  Then,  with  the  toolholder  held  in 
the  toolpost,  set  the  compound  rest  at  30°  with 
the  line  of  center  as  shown  in  figure  8-8.  Set  the 
tool  exactly  on  the  center  for  height  and  adjust 
the  tool  to  the  proper  angle  with  the  center  gauge 
as  shown  at  A.  Feed  the  tool  as  shown  at  B  to 
correct  any  run-out  of  the  center.  The  tool  bit 
should  be  relieved  under  the  cutting  edge  as  shown 
at  C  to  prevent  the  tool  from  dragging  or  rubbing 
in  the  hole. 

For  center  drilling  a  workpiece,  the  combined 
drill  and  countersink  is  the  most  practical  tool. 
Combined  drills  and  countersinks  vary  in  size  and 
the  drill  points  also  vary.  Sometimes  a  drill  point 
on  one  end  will  be  1/8  inch  in  diameter  and  the 
drill  point  on  the  opposite  end  will  be  3/16  inch 
in  diameter.  The  angle  of  the  center  drill  is  always 
60  °  so  that  the  countersunk  hole  will  fit  the  angle 
of  the  lathe  center  point. 

If  a  center  drill  is  not  available,  you  may  center 
the  work  with  a  small  twist  drill.  Let  the  drill  enter 
the  work  a  sufficient  depth  on  each  end;  then 
follow  with  a  countersink  which  has  a  60°  point. 

The  drawing  and  tabulation  in  figure  8-9  show 
the  correct  size  of  the  countersunk  center  hole  for 
the  diameter  of  the  work. 

In  center  drilling,  use  a  drop  or  two  of  oil  on 
the  drill.  Feed  the  drill  slowly  and  carefully  to 
prevent  breaking  the  tip.  Use  extreme  care  when 
the  work  is  heavy,  because  it  is  then  more  difficult 
to  "feel"  the  proper  feed  of  the  work  on  the 
center  drill. 

If  the  center  drill  breaks  in  countersinking  and 
part  of  the  broken  drill  remains  in  the  work,  you 
must  remove  the  broken  part.  Sometimes  you  can 
jar  it  loose,  or  you  may  have  to  drive  it  out  by 
using  a  chisel.  But  it  may  stick  so  hard  that  you 


-E3 


Figure  8-7.— Drilling  center  hole. 


Figure  8-8. — Boring  center  hole. 


w 


COMBINED    DRILL   &    COUNTERSINK 


NO.OFCOMB.DRILL 
AND  COUNTERSINK 

DIA.OF  WORK 
(W) 

LARGE  DIAMETER  OF 
COUNTERSUNK  HOLE(C; 

DIA.OF  DRILL 
(D) 

DIA.  OF  BODY 
(F) 

1 

3/i6"T05/l6" 

1/8" 

1/16" 

13/64" 

2 

3/8"  TO  l" 

1/16" 

3/32" 

3/16" 

3 

1   1/4"  TO  2" 

1/4" 

1/8" 

5/16" 

4 

2    1/4"  TO  4" 

5/16" 

5/32" 

7/16" 

28.113X 


Figure  8-9. — Correct  size  of  center  holes. 


cannot  easily  remove  it.  If  so,  anneal  the  broken 
part  of  the  drill  and  drill  it  out. 

The  importance  of  having  proper  center  holes 
in  the  work  and  a  correct  angle  on  the  point  of 
the  lathe  centers  cannot  be  overemphasized.  To 
do  an  accurate  job  between  centers  on  the  lathe, 
you  must  countersink  holes  of  the  proper  size  and 
depth,  and  be  sure  the  points  of  the  lathe  centers 
are  true  and  accurate. 

Figure  8-10  shows  correct  and  incorrect 
countersinking  for  work  to  be  machined  on 
centers.  In  example  A,  the  correctly  countersunk 
hole  is  deep  enough  so  that  the  point  of  the  lathe 
centers  does  not  come  in  contact  with  the  bottom 
of  the  hole. 

In  example  B  of  figure  8-10,  the  countersunk 
hole  is  too  deep,  causing  only  the  outer  edge  of 


CORRECT 


the  hole  to  rest  on  the  lathe  center.  Work  cannot 
be  machined  on  centers  countersunk  in  this 
manner. 

Example  C  shows  a  piece  of  work  that  has 
been  countersunk  with  a  tool  having  too  large  an 
angle.  This  work  rests  on  the  point  of  the  lathe 
center  only.  It  is  evident  that  this  work  will  soon 
destroy  the  end  of  the  lathe  center,  thus  making 
it  impossible  to  do  an  accurate  job. 

Mounting  the  Work 

Figure  8-11  shows  correct  and  incorrect 
methods  of  mounting  work  between  centers.  In 


Tl 


CORRECT 


INCORRECT 


28.114X  28.115X 

Figure  8-10. — Examples  of  center  holes.  Figure  8-11. — Examples  of  work  mounted  between  centers. 


to  the  work  and  rigidly  held  by  the  setscrew.  The 
tail  of  the  dog  rests  in  the  slot  of  the  drive  plate 
and  extends  beyond  the  base  of  the  slot  so  that 
the  work  rests  firmly  on  both  the  headstock  center 
and  tailstock  center. 

In  the  incorrect  example,  the  tail  of  the  dog 
rests  on  the  bottom  of  the  slot  on  the  faceplate 
at  A,  thereby  pulling  the  work  away  from  the 
center  points,  as  shown  at  B  and  C,  causing  the 
work  to  revolve  eccentrically. 

When  you  mount  work  between  centers  for 
machining,  there  should  be  no  end  play  between 
the  work  and  the  dead  center.  However,  if  the 
work  is  held  too  tightly  by  the  tail  center,  when 
the  work  begins  revolving  it  will  heat  the  center 
point  and  destroy  both  the  center  and  the  work. 
To  prevent  overheating,  lubricate  the  tail  center 
with  a  heavy  oil  or  a  lubricant  specially  made  for 
this  purpose. 


HOLDING  WORK  ON  A  MANDREL 

Many  parts,  such  as  bushings,  gears,  collars, 
and  pulleys,  require  all  the  finished  external 
surfaces  to  run  true  with  the  hole  which  extends 
through  them.  That  is,  the  outside  diameter  must 
be  true  with  the  inside  diameter  or  bore. 

General  practice  is  to  finish  the  hole  to  a 
standard  size,  within  the  limit  of  the  accuracy 
desired.  Thus,  a  3/4-inch  standard  hole  will  have 
a  finished  dimension  of  from  0.7505  to  0.7495 
inch,  or  a  tolerance  of  one-half  of  one  thousandth 
of  an  inch  above  or  below  the  true  standard  size 
of  exactly  0.750  inch.  First,  drill  or  bore  the  hole 
to  within  a  few  thousandths  of  an  inch  of  the 
finished  size;  then  remove  the  remainder  of  the 
material  with  a  machine  reamer. 

Press  the  piece  on  a  mandrel  tightly  enough 
so  the  work  will  not  slip  while  it  is  machined  and 
clamp  a  dog  on  the  mandrel,  which  is  mounted 
between  centers.  Since  the  mandrel  surface  runs 
true  with  respect  to  the  lathe  axis,  the  turned 
surfaces  of  the  work  on  the  mandrel  will  be  true 
with  respect  to  the  hole  in  the  piece. 

A  mandrel  is  simply  a  round  piece  of  steel  of 
convenient  length  which  has  been  centered 
and  turned  true  with  the  centers.  Commercial 
mandrels  are  made  of  tool  steel,  hardened  and 
ground  with  a  slight  taper  (usually  0.0005  inch  per 
inch).  On  sizes  up  to  1  inch  the  small  end  is  usually 
one-half  of  one  thousandth  of  an  inch  under  the 
standard  size  of  the  mandrel,  while  on  larger  sizes 


an  inch  under  standard.  This  taper  allows  th« 
standard  hole  in  the  work  to  vary  according  tc 
the  usual  shop  practice,  and  still  provides  the 
necessary  fit  to  drive  the  work  when  the  mandre 
is  pressed  into  the  hole.  However,  the  taper  is  noi 
great  enough  to  distort  the  hole  in  the  work.  Th( 
countersunk  centers  of  the  mandrel  are  lapped  foi 
accuracy,  while  the  ends  are  turned  smaller  thar 
the  body  of  the  mandrel  and  are  provided  witl 
flats,  which  give  a  driving  surface  for  the  lath< 
dog. 

The  size  of  the  mandrel  is  always  marked  01 
the  large  end  to  avoid  error  and  for  convenient 
in  placing  work  on  it.  The  work  is  driven  O] 
pressed  on  from  the  small  end  and  removed  th< 
same  way. 

When  the  hole  in  the  work  is  not  standard  size 
or  if  no  standard  mandrel  is  available,  make  a  sof 
mandrel  to  fit  the  particular  piece  to  be  machined 

Use  a  few  drops  of  oil  to  lubricate  the  surface 
of  the  mandrel  before  pressing  it  into  the  work 
because  clean  metallic  surfaces  gall  or  stick  whei 
pressed  together.  If  you  do  not  use  lubricant,  yoi 
will  not  be  able  to  drive  the  mandrel  out  withou 
ruining  the  work. 

Whenever  you  machine  work  on  a  mandrel 
be  sure  that  the  lathe  centers  are  true  an< 
accurately  aligned;  otherwise,  the  finished  turne< 
surface  will  not  be  true.  Before  turning  accurat 
work,  test  the  mandrel  on  centers  before  placinj 
any  work  on  it.  The  best  test  for  run-out  is  on 
made  with  a  dial  indicator.  Mount  the  indicate 
on  the  toolpost  so  the  point  of  the  indicator  jus 
touches  the  mandrel.  As  the  mandrel  is  turnei 
slowly  between  centers,  any  run-out  will  b 
registered  on  the  indicator  dial. 

If  run-out  is  indicated  and  you  cannot  correc 
it  by  adjusting  the  tailstock,  the  mandrel  itself  i 
at  fault  (assuming  that  the  lathe  centers  are  true 
and  cannot  be  used.  The  countersunk  holes  ma 
have  been  damaged,  or  the  mandrel  may  hav 
been  bent  by  careless  handling.  Be  sure  you  alway 
protect  the  ends  of  the  mandrel  when  you  pres 
or  drive  it  into  the  work.  A  piece  of  work  mounte 
on  a  mandrel  must  have  a  tighter  press  fit  to  th 
mandrel  for  roughing  cuts  than  for  finishing  cuts 
Thick-walled  work  can  be  left  on  the  mandrel  fo 
the  finishing  cut  but  thin-walled  work  should  b 
removed  from  the  mandrel  after  the  roughing  ci 


8-8 


and  lightly  reloaded  on  the  mandrel  before  the 
finish  cut  is  taken. 

In  addition  to  the  standard  lathe  mandrel  just 
described,  there  are  expansion  mandrels,  gang 
mandrels,  and  eccentric  mandrels. 

An  EXPANSION  mandrel  is  used  to  hold 
work  that  is  reamed  or  bored  to  nonstandard 
size.  Figure  8-12  shows  an  expansion  mandrel 
composed  of  two  parts:  a  tapered  pin  that  has  a 
taper  of  approximately  1/16  inch  for  each  inch' 
of  length  and  an  outer  split  shell  that  is  tapered 
to  fit  the  pin.  The  split  shell  is  placed  in  the  work 
and  the  tapered  pin  is  forced  into  the  shell,  caus- 
ing it  to  expand  until  it  holds  the  work  properly. 

A  GANG  mandrel  (fig.  8-13)  is  used  for 
holding  several  duplicate  pieces  such  as  gear 


WORK 


MANDREL 


Figure  8-13.— Gang  mandrel. 


blanks.  The  pieces  are  held  tightly  against  a 
shoulder  by  a  nut  at  the  tailstock  end. 

An  ECCENTRIC  mandrel  has  two  sets  of 
countersunk  holes,  one  pair  of  which  is  off-center 


28.116 


Fionrp  8.12.. — A  snlit-sh<>ll  pvnnnsinn  mandrel. 


an  amount  equal  to  the  eccentricity  of  the  work 
to  be  machined.  Figure  8-14  illustrates  its  applica- 
tion: A  is  to  be  machined  concentric  with  the  hole 
in  the  work,  while  B  is  to  be  machined  eccentric 
to  it. 

HOLDING  WORK  IN  CHUCKS 

The  independent  chuck  and  universal  chuck 
are  used  more  often  than  other  workholding 
devices  in  lathe  operations.  A  universal  chuck  is 
used  for  holding  relatively  true  cylindrical  work 
when  accurate  concentricity  of  the  machined 
surface  and  holding  power  of  the  chuck  are 
secondary  to  the  time  required  to  do  the  job.  An 
independent  chuck  is  used  when  the  work  is 
irregular  in  shape,  must  be  accurately  centered, 
or  must  be  held  securely  for  heavy  feeds  and  depth 
of  cut. 

Four-Jaw  Independent  Chuck 

Figure  8-15  shows  a  rough  casting  mounted 
in  a  four- jaw  independent  lathe  chuck  on  the 
spindle  of  the  lathe.  Before  truing  the  work, 
determine  which  part  you  wish  to  turn  true.  To 
mount  a  rough  casting  in  the  chuck,  proceed  as 
follows: 

1.  Adjust  the  chuck  jaws  to  receive  the 
casting.  Each  jaw  should  be  concentric  with  the 
ring  marks  indicated  on  the  face  of  the  chuck.  If 
there  are  no  ring  marks,  set  the  jaws  equally 
distant  from  the  circumference  of  the  chuck  body. 

2.  Fasten  the  work  in  the  chuck  by  turning 
the  adjusting  screw  on  jaw  No.  1  and  jaw  No.  3, 
a  pair  of  jaws  which  are  opposite  each  other.  Next 
tighten  jaws  No.  2  and  No.  4  (opposite  each 
other). 

3.  At  this  stage  the  work  should  be  held  in 
the  jaws  just  tightly  enough  so  it  will  not  fall  out 
of  the  chuck  while  being  trued. 


Figure  8-14.—  Work  on  an  eccentric  mandrel. 


COMPOUND  REST 


Figure  8-15. — Work  mounted  in  a  4-jaw  independent  chuck. 


4.  Revolve  the  spindle  slowly,  and  with  a  piece 
of  chalk  mark  the  high  spot  (A  in  fig.  8-15)  on 
the  work  while  it  is  revolving.  Steady  your  hand 
on  the  toolpost  while  holding  the  chalk. 

5.  Stop  the  spindle.  Locate  the  high  spot  on 
the  work  and  adjust  the  jaws  in  the  proper 
direction  to  true  the  work  by  releasing  the  jaw 
opposite  the  chalk  mark  and  tightening  the  one 
nearest  the  tank. 

6.  Sometimes  the  high  spot  on  the  work  will 
be  located  between  adjacent  jaws.  When  it  is, 
loosen  the  two  opposite  jaws  and  tighten  the  jaws 
adjacent  to  the  high  spot. 

7.  When  the  work  is  running  true  in  the 
chuck,  tighten  the  jaws  gradually,  working  the 
jaws  in  pairs  as  described  previously,  until  all  four 
jaws  clamp  the  work  tightly.  Be  sure  that  the  back 
of  the  work  rests  flat  against  the  inside  face  of 
the  chuck,  or  against  the  faces  of  the  jaw  stops 
(B  in  figure  8-15). 

Use  the  same  procedure  to  clamp  semi-finished 
or  finished  pieces  in  the  chuck,  except  center  these 
pieces  more  accurately  in  the  chuck.  If  the  run- 
out tolerance  is  very  small,  use  a  dial  indicator 
to  determine  the  run-out. 

Figure  8-16  illustrates  the  use  of  a  dial  test 
indicator  in  centering  work  that  has  a  hole  bored 
in  its  center.  As  the  work  is  revolved,  the  high  spot 
is  indicated  on  the  dial  of  the  instrument  to  a 
thousandth  of  an  inch.  The  jaws  of  the  chuck  are 
adjusted  on  the  work  until  the  indicator  hand 
registers  no  deviation  as  the  work  is  revolved. 

When  the  work  consists  of  a  number  of 
duplicate  parts  that  are  to  be  tightened  in  the 


28.120X 
Figure  8-16.— Centering  work  with  a  dial  indicator. 


chuck,  release  two  adjacent  jaws  and  remove  the 
work.  Place  another  piece  in  the  chuck  and 
retighten  the  two  jaws  just  released. 

Each  jaw  of  a  lathe  chuck,  whether  an 
independent  or  a  universal  chuck,  has  a  number 
stamped  on  it  to  correspond  to  a  similar  number 
on  the  chuck.  When  you  remove  a  chuck  jaw  for 
any  reason,  always  put  it  back  into  the  proper  slot. 

When  the  work  to  be  chucked  is  frail  or  light, 
tighten  the  jaw  carefully  so  the  work  will  not 
bend,  break,  or  spring. 

To  mount  rings  or  cylindrical  disks  on  a 
chuck,  expand  the  chuck  jaws  against  the  inside 
of  the  workpiece.  (See  fig.  8-17.) 

Regardless  of  how  you  mount  the  workpiece, 
NEVER  leave  the  chuck  wrench  in  the  chuck  while 
the  chuck  is  on  the  lathe  spindle.  If  the  lathe 
should  be  started,  the  wrench  could  fly  off  the 
chuck  and  injure  you  or  a  bystander. 


Three-Jaw  Universal  Chuck 

A  three-jaw  universal,  or  scroll,  chuck  allows 
all  jaws  to  move  together  or  apart  in  unison.  A 
universal  chuck  will  center  almost  exactly  at  the 
first  clamping,  but  after  a  period  of  use  it  may 
develop  inaccuracies  of  from  .002  to  .010  inch  in 
centering  the  work,  requiring  the  run-out  of  the 
work  to  be  corrected.  Sometimes  you  can  make 
the  correction  by  inserting  a  piece  of  paper  or  thin 
shim  stock  between  the  jaw  and  the  work  on  the 
HIGH  SIDE. 


28.121 

Figure  8-17.— Work  held  from  inside  by  a  4-jaw  independent 
chuck. 


When  you  chuck  thin  sections,  be  careful  not 
to  clamp  the  work  too  tightly,  since  the  diameter 
of  the  piece  will  be  machined  while  the  piece  is 
distorted.  Then,  when  you  release  the  pressure  of 
the  jaws  after  finishing  the  cut,  there  will  be  as 
many  high  spots  as  there  are  jaws,  and  the  turned 
surface  will  not  be  true. 


Draw-In  Collet  Chuck 

A  draw-in  collet  chuck  is  used  for  very  fine 
accurate  work  of  small  diameter.  Long  work  can 
be  passed  through  the  hollow  drawbar,  and  short 
work  can  be  placed  directly  into  the  collet  from 
the  front.  Tighten  the  collet  on  the  work  by 
rotating  the  drawbar  handwheel  to  the  right. 
This  draws  the  collet  into  the  tapered  closing 
sleeve.  Turn  the  handle  to  the  left  to  release  the 
collet. 

You  will  get  the  most  accurate  results  when 
the  diameter  of  the  work  is  the  same  as  the 
dimension  stamped  on  the  collet.  The  actual 
diameter  of  the  work  may  vary  from  the  collet 
dimension  by  ±0.001  inch.  However,  if  the  work 
diameter  varies  more  than  this,  the  accuracy  of 
the  finished  work  will  be  affected.  Most  draw-in 
collet  chuck  sets  are  sized  in  1/64-inch  increments 
to  allow  you  to  select  a  collet  within  the  required 
tolerances. 


8-11 


Rubber  Flex  Collet  Chuck 

A  rubber  flex  collet  chuck  is  basically  the  same 
as  the  draw-in  type  collet,  except  that  the  size 
of  the  stock  held  is  not  as  critical.  The  rubber 
collets  are  graduated  in  1/1 6-inch  steps  and  will 
tighten  down  with  accuracy  on  any  size  within  the 
1/16-inch  range. 

CARE  OF  CHUCKS 

To  preserve  a  chuck's  accuracy,  handle  it 
carefully  and  keep  it  clean.  Never  force  a  chuck 
jaw  by  using  a  pipe  as  an  extension  on  the  chuck 
wrench. 

Before  mounting  a  chuck,  remove  the  live 
center  and  fill  the  hole  with  a  rag  to  prevent  chips 
and  dirt  from  getting  into  the  tapered  hole  of  the 
spindle. 

Clean  and  oil  the  threads  of  the  chuck  and  the 
spindle  nose.  Dirt  or  chips  on  the  threads  will 
not  allow  the  chuck  to  seat  properly  against  the 
spindle  shoulder  and  will  prevent  the  chuck  from 
running  true.  Screw  the  collar  carefully  onto  the 
chuck  and  tighten  it  enough  to  make  it  difficult 
to  remove  the  chuck.  Never  use  mechanical  power 
to  install  a  chuck,  but  rotate  the  collar  with  your 
left  hand  while  you  support  the  chuck  in  the 
hollow  of  your  right  arm. 

To  remove  a  chuck,  place  a  chuck  wrench  in 
the  square  hole  in  one  of  the  jaws  and  strike  a 
smart  blow  on  the  wrench  handle  with  your  hand 
in  the  direction  you  wish  the  chuck  to  rotate. 
When  you  mount  or  remove  a  heavy  chuck,  lay 
a  board  across  the  bed  ways  to  protect  them  and 
to  help  support  the  chuck  as  you  put  it  on  or  take 
it  off.  Most  larger  chucks  are  drilled  and  tapped 
to  accept  a  padeye  for  lifting  with  a  chainfall. 


The  procedures  for  mounting  and  removing 
faceplates  are  the  same  as  for  mounting  and 
removing  chucks. 

Figure  8-18  shows  a  simple  device  made  of 
brass  wire  for  cleaning  the  threads  of  a  chuck  or 
faceplate. 

HOLDING  WORK  ON  A  FACEPLATE 

A  faceplate  used  for  mounting  work  that  can- 
not be  chucked  or  turned  between  centers  because 
of  its  peculiar  shape.  A  faceplate  is  also  used  when 
holes  are  to  be  accurately  machined  in  flat  work, 
as  in  figure  8-19,  or  when  large  and  irregularly 
shaped  work  is  to  be  faced  on  the  lathe. 

Work  is  secured  to  the  faceplate  by  bolts, 
clamps,  or  any  suitable  clamping  means.  The 
holes  and  slots  in  the  faceplate  are  used  to  anchor 
the  holding  bolts.  Angle  plates  may  be  used  to 
locate  the  work  at  the  desired  angle,  as  shown  in 
figure  8-20.  (Note  the  counterweight  added  for 
balance.) 

For  work  to  be  mounted  accurately  on  a 
faceplate,  the  surface  of  the  work  in  contact 
with  the  faceplate  must  be  accurate.  Check  the 
accuracy  with  a  dial  indicator.  If  you  find  run- 
out, reface  the  surface  of  the  work  that  is  in 
contact  with  the  faceplate.  It  is  good  practice  to 
place  a  piece  of  paper  between  the  work  and  the 
faceplate  to  keep  the  work  from  slipping. 

Before  securely  clamping  the  work,  move  it 
about  on  the  surface  of  the  faceplate  until  the 
point  to  be  machined  is  centered  accurately  over 
the  axis  of  the  lathe.  Suppose  you  wish  to  bore 
a  hole,  the  center  of  which  has  been  laid  out  and 
marked  with  a  prick  punch.  First,  clamp  the  work 
to  the  approximate  position  on  the  faceplate. 
Then  slide  the  tailstock  up  to  where  the  dead 


n 


28.122X 

Figure  8-18.— Tool  for  cleaning  thread  of  a  chuck  or 
faceplate. 


28.123X 

Figure  8-19. — Eccentric  machining  of  work  mounted  on  a 
faceplate. 


8-12 


center  just  touches  the  work.  Note,  the  dead 
center  should  have  a  sharp,  true  point.  Now 
revolve  the  work  slowly  and,  if  the  work  is  off 
center,  the  point  of  the  dead  center  will  scribe  a 
circle  on  the  work.  If  the  work  is  on  center,  the 
point  of  the  dead  center  will  coincide  with  the 
prick  punch  mark. 

HOLDING  WORK  ON  THE  CARRIAGE 

If  a  piece  of  work  is  too  large  or  bulky  to 
swing  conveniently  in  a  chuck  or  on  a  faceplate, 
you  can  bolt  it  to  the  carriage  or  the  cross-slide 
and  machine  it  with  a  cutter  mounted  on  the 
spindle.  Figure  8-21  shows  a  piece  of  work  being 
machined  by  a  fly  cutter  mounted  in  a  boring  bar 
which  is  held  between  centers  and  driven  by  a  lathe 
dog. 

USING  THE  CENTER  REST 
AND  FOLLOWER  REST 

Long  slender  work  often  requires  support 
between  its  ends  while  it  is  turned;  otherwise 
the  work  would  spring  away  from  the  tool  and 
chatter.  The  center  rest  is  used  to  support  such 
work  so  it  can  be  turned  accurately  at  a  faster  feed 


28.128X 
Figure  8-21. — Work  mounted  on  a  carriage  for  boring. 


and  cutting  speed  than  would  be  possible  without 
the  center  rest.  (See  fig.  8-22). 

Place  the  center  rest  where  it  will  give  the 
greatest  support  to  the  piece  to  be  turned.  This 
is  usually  at  about  the  middle  of  its  length. 

Ensure  that  the  center  point  between  the  jaws 
of  the  center  rest  coincides  exactly  with  the  axis 
of  the  lathe  spindle.  To  do  this,  place  a  short  piece 
of  stock  in  a  chuck  and  machine  it  to  the  diameter 
of  the  workpiece  to  be  supported.  Without 
removing  the  stock  from  the  chuck,  clamp  the 
center  rest  on  the  ways  of  the  lathe  and  adjust  the 


28.124X 
Figure  8-20. — Work  clamped  to  an  angle  plate. 


28.125X 

Figure  8-22.— Use  of  a  center  rest  to  support  work  between 
centers. 


8-13 


jaws  to  the  machined  surface.  Without  changing 
the  jaw  settings,  slide  the  center  rest  into  position 
to  support  the  workpiece.  Remove  the  stock  used 
for  setting  the  center  rest  and  set  the  workpiece 
in  place.  Use  a  dial  indicator  to  true  the  workpiece 
at  the  chuck.  Figure  8-23  shows  how  a  chuck  and 
center  rest  are  used  to  machine  the  end  of  a 
workpiece. 

The  follower  rest  differs  from  the  center  rest 
in  that  it  moves  with  the  carriage  and  provides 
support  against  the  forces  of  the  cut.  To  use  the 
tool  turn  a  "spot"  to  the  desired  finish  diameter 
and  about  5/8  to  3/4  inch  wide  on  the  workpiece. 
Then,  adjust  the  jaws  of  the  follower  rest  against 
the  area  you  just  machined.  The  follower  rest  will 
move  with  the  cutting  tool  and  support  the  point 
being  machined. 

The  follower  rest  (fig.  8-24)  is  indispensable 
for  chasing  threads  on  long  screws,  as  it  allows 
the  cutting  of  a  screw  with  a  uniform  pitch 
diameter.  Without  the  follower  rest,  the  screw 
would  be  inaccurate  because  it  would  spring  away 
from  the  tool. 

Use  a  sufficient  amount  of  grease,  oil  or  other 
available  lubricant  on  the  jaws  of  the  center  rest 
and  follower  rest  to  prevent  "seizing"  and  scoring 
the  workpiece.  Check  the  jaws  frequently  to  see 
that  they  do  not  become  hot.  The  jaws  may 
expand  slightly  if  they  get  hot  and  push  the  work 
out  of  alignment  (when  the  follower  rest  is  used) 
or  binding  (when  the  center  rest  is  used). 


MACHINING  OPERATIONS 

Up  to  this  point,  you  have  studied  the 
preliminary  steps  leading  up  to  performing 
machine  work  on  the  lathe.  You  have  learned  how 
to  mount  the  work  and  the  tool,  and  which  tools 
are  used  for  various  purposes.  The  next  step  is 


to  learn  how  to  use  the  lathe  to  turn,  bore,  and 
face  the  work  to  the  desired  form  or  shape. 

TURNING  is  the  machining  of  the  outside 
surface  of  a  cylinder. 

BORING  is  the  machining  of  the  inside 
surface  of  a  cylinder. 

FACING  is  the  machining  of  flat  surfaces. 

Remember  that  accuracy  is  the  prime  requisite 
of  a  good  machine  job;  so  before  you  start,  be 
sure  that  the  centers  are  true  and  properly  aligned, 
that  the  work  is  mounted  properly,  and  that  the 
cutting  tools  are  correctly  ground  and  sharpened. 

PLANNING  THE  JOB 

It  is  important  for  you  to  study  the  blueprint 
of  the  part  to  be  manufactured  before  you  begin 
machining.  Check  over  the  dimensions  and  note 
the  points  or  surfaces  from  which  they  are  laid 
out.  Plan  the  steps  of  your  work  in  advance  to 
determine  the  best  way  to  proceed.  Check  the 
overall  dimensions  and  be  sure  the  stock  you 
intend  to  use  is  large  enough  for  the  job.  For 
example,  small  design  features,  such  as  collars  on 
pump  shafts  or  valve  stems,  will  require  that  you 
use  stock  of  much  larger  diameter  than  that 
required  for  the  main  features  of  the  workpiece. 

CUTTING  SPEEDS  AND  FEEDS 

Cutting  speed  is  the  rate  at  which  the  surface 
of  the  work  passes  the  point  of  the  cutting  tool. 
It  is  expressed  in  feet  per  minute  (fpm). 

To  find  the  cutting  speed,  multiply  the 
diameter  of  the  work  (DIA)  in  inches  times  3.1416 


28.126X 
Figure  8-23.— Work  mounted  in  a  chuck  and  center  rest. 


28.127X 

Figure  8-24. — Follower  rest  supporting  screw  while  thread 
is  being  cut. 


_  DIAX3.1416  xrpm 


The  result  is  the  peripheral  or  cutting  speed 
in  feet  per  minute.  For  example,  a  2-inch  diameter 
part  turning  at  100  rpm  will  produce  a  cutting 
speed  of 


TYPE  OF  MATERIAL 


Cutting 
Speed  (fpm) 


2  x  3. 1416  x  IQO 
12 


=  52.36  fpm 


If  you  have  selected  a  recommended  cutting 
speed  from  a  chart  for  a  specific  type  of  metal, 
you  will  need  to  figure  what  rpm  is  required  to 
obtain  the  recommended  cutting  speed.  Use  the 
following  formula: 

CS  x  12 
rpm      DIAxS.1416 

Table  8-1  gives  the  recommended  approximate 
cutting  speeds  for  various  metals,  using  a  high- 
speed steel  tool  bit.  To  obtain  an  approximate 
cutting  speed  for  the  other  types  of  cutting 
tool  materials  multiply  the  cutting  speeds 
recommended  in  table  8-1  and  other  charts,  which 
you  will  find  in  different  handbooks,  by  the 
following  factors: 


Carbon  steel  tools 


50%  of  HSS,  multiply  by 
0.5 


Cast  alloy  tools  —  160%  of  HSS,  multiply 
by  1.6 


Carbide  tools 


Ceramic  tools 


200%  to  400%  of  HSS, 
multiply  by  2.0  to  4.0 

400%  to  1600%  of  HSS, 
multiply  by  4.0  to  16.0 


FEED  is  the  amount  the  tool  advances  in  each 
revolution  of  the  work.  It  is  usually  expressed  in 
thousandths  of  an  inch  per  revolution  of  the 
spindle.  The  index  plate  on  the  quick-change  gear 
box  indicates  the  setup  for  obtaining  the  feed 
desired.  The  amount  of  feed  to  use  is  best 
determined  from  experience. 

Cutting  speeds  and  tool  feeds  are  determined 
by  various  considerations:  the  hardness  and 
toughness  of  the  metal  being  cut;  the  quality, 
shape,  and  sharpness  of  the  cutting  tool;  the  depth 


Low  carbon  steel 
Medium  carbon  steel 
High  carbon  steel 
Stainless  steel,  Cl  302,  304 
Stainless  steel,  Cl  310,316 
Stainless  steel,  Cl  410 
Stainless  steel,  Cl  416 
Stainless  steel,  Cl  17-4,  pH 
Alloy  steel,  SAE  4 130,  4140 
Alloy  steel,  SAE  4030 
Gray  cast  iron 
Aluminum  alloys 
Brass 
Bronze 

Nickel  alloy,  Monel  400 
Nickel  alloy,  Monel  K500 
Nickel  alloy,  Inconel 
Titanium  alloy 


40-140 

70-120 

65-100 

60 

70 

100 

140 

50 

70 

90 

20-90 

600-750 

200-350 

100-110 

40-60 

30-60 

5-10 

20-60 


of  the  cut;  the  tendency  of  the  work  to  spring 
away  from  the  tool;  and  the  rigidity  and  power 
of  the  lathe.  Since  conditions  vary,  it  is  good 
practice  to  find  out  what  the  tool  and  work  will 
stand,  and  then  select  the  most  practical  and 
efficient  speed  and  feed  consistent  with  the  finish 
desired. 

If  the  cutting  speed  is  too  slow,  the  job  takes 
longer  than  necessary  and  the  work  produced  is 


8-15 


often  unsatisfactory  because  of  a  poor  finish. 
On  the  other  hand,  if  the  speed  is  too  fast 
the  tool  edge  will  dull  quickly  and  will  require 
frequent  regrinding.  The  cutting  speeds  possible 
are  greatly  affected  by  the  use  of  a  suitable 
cutting  lubricant.  For  example,  steel  that  can 
be  rough  turned  dry  at  60  rpm  can  be  turned 
at  about  80  rpm  when  flooded  with  a  good 
cutting  lubricant. 

When  ROUGHING  parts  down  to  size, 
use  the  greatest  depth  of  cut  and  feed  per 
revolution  that  the  work,  the  machine,  and 
the  tool  will  stand  at  the  highest  practical 
speed.  On  many  pieces,  when  tool  failure  is 
the  limiting  factor  in  the  size  of  the  roughing 
cut,  it  is  usually  possible  to  reduce  the  speed 
slightly  and  increase  the  feed  to  a  point  that 
the  metal  removed  is  much  greater.  This  will 
prolong  tool  life.  Consider  an  example  of  when 
the  depth  of  cut  is  1/4  inch,  the  feed  is  20 
thousandths  of  an  inch  per  revolution,  and  the 
speed  is  80  fpm.  If  the  tool  will  not  permit 
additional  feed  at  this  speed,  you  can  usually  drop 
the  speed  to  60  fpm  and  increase  the  feed  to  about 
40  thousandths  of  an  inch  per  revolution  without 
having  tool  trouble.  The  speed  is  therefore 
reduced  25%  but  the  feed  is  increased  100% .  The 
actual  time  required  to  complete  the  work  is  less 
with  the  second  setup. 

On  the  FINISH  TURNING  OPERATION,  a 

very  light  cut  is  taken  since  most  of  the  stock  has 
been  removed  on  the  roughing  cut.  A  fine  feed 
can  usually  be  used,  making  it  possible  to  run  a 
high  surface  speed.  A  50%  increase  in  speed 
over  the  roughing  speed  is  commonly  used.  In 
particular  cases,  the  finishing  speed  may  be  twice 
the  roughing  speed.  In  any  event,  run  the  work 
as  fast  as  the  tool  will  withstand  to  obtain  the 
maximum  speed  in  this  operation.  Use  a  sharp 
tool  to  finish  turning. 


Cutting  Lubricant 

A  cutting  lubricant  serves  two  main  purposes: 
(1)  It  cools  the  tool  by  absorbing  a  portion  of  the 
heat  and  reduces  the  friction  between  the  tool  and 
the  metal  being  cut.  (2)  It  keeps  the  cutting  edge 
of  the  tool  flushed  clean.  A  cutting  lubricant 
generally  allows  you  to  use  a  higher  cutting  speed, 
heavier  feeds,  and  depths  of  cut  than  if  you 
performed  the  machining  operation  dry.  The  life 
of  the  cutting  tool  is  also  prolonged  by  lubricants. 


Some   common   materials    and   their    cutting 
lubricants  are  as  follows: 

Cast  iron — usually  worked  dry  or  with  a 
soluble  oil  mixture  of  1  part  of  oil  to  30  parts 
of  water,  or  mineral  lard  oil. 

Alloy  steel — soluble  oil  mixture  of  1  part  of 
oil  to  10  parts  of  water,  or  mineral  lard  oil. 

Low/medium  carbon  steel— soluble  oil 
mixture  of  1  part  of  oil  to  20  parts  of  water, 
or  mineral  lard  oil. 

Brasses  and  bronzes — soluble  oil  mixture  of 
1  part  of  oil  to  20  parts  of  water,  or  mineral 
lard  oil. 

Stainless  steel — soluble  oil  mixture  of  1  part 
of  oil  to  5  parts  of  water,  or  mineral  lard  oil. 

Aluminum — soluble  oil  mixture  of  1  part  of 
oil  to  25  parts  of  water,  or  dry. 

Nickel  alloys/Monel — soluble  oil  mixture  of 
1  part  of  oil  to  20  parts  of  water,  or  a 
sulfur /based  oil. 

Babbitt— dry  or  with  a  mixture  of  mineral  lard 
oil  and  kerosene. 

While  the  use  of  a  lubricant  for  straight  turn- 
ing is  desirable,  it  is  very  important  for  threading. 
The  various  operations  used  and  materials 
machined  on  a  lathe  may  cause  problems  in  the 
selection  of  the  proper  lubricant.  A  possible 
solution  is  to  select  a  lubricant  that  is  suitable  for 
the  majority  of  the  materials  you  plan  to  work 
with. 

Chatter 

A  symptom  of  improper  lathe  operation  is 
known  as  "chatter."  Chatter  is  vibration  in  either 
the  tool  or  the  work.  The  finished  work  surface 
will  appear  to  have  a  grooved  or  lined  finish 
instead  of  the  smooth  surface  that  is  expected.  The 
vibration  is  set  up  by  a  weakness  in  the  work, 
work  support,  tool,  or  tool  support  and  is  perhaps 
the  most  elusive  thing  you  will  find  in  the  entire 
field  of  machine  work.  As  a  general  rule, 
strengthening  the  various  parts  of  the  tool 
support  train  will  help.  It  is  also  advisable  to 
support  the  work  with  a  center  rest  or  follower 
rest. 


8-16 


excessive.  Since  excessive  speed  is  probably  the 
most  frequent  cause  of  chatter,  reduce  the  speed 
and  see  if  the  chatter  stops.  You  may  also  increase 
the  feed,  particularly  if  you  are  taking  a  rough 
cut  and  the  finish  is  not  important.  Another 
adjustment  you  can  try  is  to  reduce  the  lead  angle 
of  the  tool  (the  angle  formed  between  the  surface 
of  the  work  and  the  side  cutting  edge  of  the  tool). 
You  may  do  this  by  positioning  the  tool  closer 
and  perpendicular  to  the  work. 

If  none  of  the  above  actions  works,  examine 
the  lathe  and  its  adjustments.  Gibs  may  be  loose 
or  bearings  may  be  worn  after  a  long  period  of 
heavy  service.  If  the  machine  is  in  perfect 
condition,  the  fault  may  be  in  the  tool  or  the  tool 
setup.  Check  to  be  sure  the  tool  has  been  properly 
sharpened  to  a  point  or  as  near  to  a  point  as  the 
specific  finish  will  permit.  Reduce  the  overhang 
of  the  tool  as  much  as  possible  and  recheck  the 
gib  and  bearing  adjustments.  Finally,  be  sure  that 
the  work  is  properly  supported  and  that  the 
cutting  speed  is  not  too  high. 

Direction  of  Feed 

Regardless  of  how  the  work  is  held  in  the 
lathe,  the  tool  should  feed  toward  the  headstock. 
This  causes  most  of  the  pressure  of  the  cut  to  be 
exerted  on  the  workholding  device  and  the 
spindle  thrust  bearings.  When  you  must  feed  the 
cutting  tool  toward  the  tailstock,  take  lighter  cuts 
at  reduced  feeds.  In  facing,  the  general  practice 
is  to  feed  the  tool  from  the  center  of  the  workpiece 
toward  the  periphery. 

FACING 

Facing  is  the  machining  of  the  end  surfaces 
and  shoulders  of  a  workpiece.  In  addition  to 
squaring  the  ends  of  the  work,  facing  will  let  you 
accurately  cut  the  work  to  length.  Generally,  in 
facing  the  workpiece  you  will  need  to  take  only 
light  cuts  since  the  work  has  already  been  cut  to 
approximate  length  or  rough  machined  to  the 
shoulder. 

Figure  8-25  shows  how  to  face  a  cylindrical 
piece.  Place  the  work  on  centers  and  install  a  dog. 
Using  a  right-hand  side  tool,  take  one  or  two  light 
cuts  from  the  center  outward  to  true  the  work. 

If  both  ends  of  the  work  must  be  faced, 
reverse  the  piece  so  the  dog  drives  the  end  just 
faced.  Use  a  steel  ruler  to  layout  the  required 
length,  measuring  from  the  faced  end  to  the  end 


SIDE  VIEW 


28.129X 


Figure  8-25. — Right-hand  side  tool. 


to  be  faced.  After  you  ensure  that  there  is  no  burr 
on  the  finished  end  to  cause  an  inaccurate 
measurement,  mark  off  the  desired  dimension 
with  a  scribe  and  face  the  second  end. 

Figure  8-26  shows  the  facing  of  a  shoulder 
having  a  fillet  corner.  First,  take  a  finish  cut  on 
the  outside  of  the  smaller  diameter  section.  Next 
machine  the  fillet  with  a  light  cut  by  manipulating 
the  apron  handwheel  and  the  crossfeed  handle  in 
unison  to  produce  a  smooth  rounded  surface. 
Finally,  use  the  tool  to  face  from  the  fillet  to  the 
outside  diameter  of  the  work. 

In  facing  large  surfaces,  lock  the  carriage  in 
position  since  only  cross  feed  is  required  to 
traverse  the  tool  across  the  work.  With  the 
compound  rest  set  at  90  °  (parallel  to  the  axis  of 
the  lathe),  use  the  micrometer  collar  to  feed  the 
tool  to  the  proper  depth  of  cut  in  the  face.  For 
greater  accuracy  in  getting  a  given  size  when 
finishing  a  face,  set  the  compound  rest  at  30  °.  In 
this  position,  .001-inch  movement  of  the 
compound  rest  will  move  the  tool  exactly 
.0005-inch  in  a  direction  parallel  to  the  axis  of  the 
lathe.  (In  a  30°  -  60°  right  triangle,  the  length  of 
the  side  opposite  the  30  °  angle  is  equal  to  one- 
half  of  the  length  of  the  hypotenuse.) 


28.130X 


Figure  8-26.— Facing  a  shoulder. 


8-17 


TURNING 

Turning  is  the  machining  of  excess  stock  from 
the  periphery  of  the  workpiece  to  reduce  the 
diameter.  Bear  in  mind  that  the  diameter  of  the 
work  being  turned  is  reduced  by  the  amount  equal 
to  twice  the  depth  of  the  cut;  thus,  to  reduce  the 
diameter  of  a  piece  by  1/4  inch,  you  must  remove 
1/8  inch  of  metal  from  the  surface. 

To  remove  large  amounts  of  stock  in  most 
lathe  machining,  you  will  take  a  series  of  roughing 
cuts  to  remove  most  of  the  excess  stock  and  then 
a  finishing  cut  to  accurately  "size"  the  workpiece. 


Rough  Turning 

Figure  8-27  illustrates  a  lathe  taking  a  heavy 
cut.  This  is  called  rough  turning.  When  a  great 
deal  of  stock  is  to  be  removed,  you  should  take 
heavy  cuts  in  order  to  complete  the  job  in  the  least 
possible  time. 

Be  sure  to  select  the  proper  tool  for  taking  a 
heavy  chip.  The  speed  of  the  work  and  the  amount 
of  feed  of  the  tool  should  be  as  great  as  the  tool 
will  stand. 

When  taking  a  roughing  cut  on  steel,  cast  iron, 
or  any  other  metal  that  has  a  scale  on  its  surface, 
be  sure  to  set  the  tool  deeply  enough  to  get  under 
the  scale  in  the  first  cut.  If  you  do  not,  the  scale 
on  the  metal  will  dull  the  point  of  the  tool. 


Rough  machine  the  work  to  almost  the 
finished  size;  then  be  very  careful  in  taking 
measurements  on  the  rough  surface. 

Often  the  heat  produced  during  rough  turning 
will  expand  the  workpiece,  and  the  lubricant  will 
flow  out  of  the  live  center  hole.  This  will  result 
in  both  the  center  and  the  center  hole  becoming 
worn.  Always  check  the  center  carefully  and 
adjust  as  needed  during  rough  turning  operations. 

Figure  8-28  shows  the  position  of  the  tool  for 
taking  a  heavy  chip  on  large  work.  Set  the  tool 
so  that  if  anything  causes  it  to  change  position 
during  the  machining  operation,  the  tool  will 
move  away  from  the  work,  thus  preventing 
damage  to  the  work.  Also,  setting  the  tool  in  this 
position  may  prevent  chatter. 

Finish  Turning 

When  you  have  rough  turned  the  work  to 
within  about  1/32  inch  of  the  finished  size,  take 
a  finishing  cut.  A  fine  feed,  the  proper  lubricant, 
and  above  all  a  keen-edged  tool  are  necessary  to 
produce  a  smooth  finish.  Measure  carefully  to  be 
sure  you  are  machining  the  work  to  the  proper 
dimension.  Stop  the  lathe  whenever  you  take  any 
measurements. 

If  you  must  finish  the  work  to  extremely  close 
tolerances,  wait  until  the  piece  is  cool  before 
taking  the  finish  cut.  If  the  piece  has  expanded 
slightly  because  of  the  heat  generated  by  turning 
and  you  turn  it  to  size  while  it  is  hot,  the  piece 
will  be  undersize  after  it  has  cooled  and 
contracted. 

If  you  plan  to  finish  the  work  on  a  cylindrical 
grinder,  leave  the  stock  slightly  oversize  to  allow 
for  the  metal  the  grinder  will  remove. 

Perhaps  the  most  difficult  operation  for  a 
beginner  in  machine  work  is  taking  accurate 
measurements.  So  much  depends  on  the  accuracy 


s, 


28.131X 


Figure  8-27.— Rough  turning. 


28.132X 
Figure  8-28.— Position  of  tool  for  heavy  cut. 


instruments.  You  will  develop  a  certain  "feel" 
through  experience.  Do  not  be  discouraged  if  your 
first  efforts  do  not  produce  perfect  results. 
Practice  taking  measurements  on  pieces  of  known 
dimensions.  You  will  acquire  the  skill  if  you  are 
persistent. 

Turning  to  a  Shoulder 

A  time  saving  procedure  for  machining  a 
shoulder  is  illustrated  in  figure  8-29.  First,  locate 
and  scribe  the  exact  location  of  the  shoulder  on 
the  work.  Next,  use  a  parting  tool  to  machine  a 
groove  1/32  inch  from  the  scribe  line  toward  the 
smaller  finish  diameter  end  and  1/32  larger  than 
the  smaller  finish  diameter.  Then  take  heavy  cuts 
up  to  the  shoulder  made  by  the  parting  tool. 
Finally,  take  a  finish  cut  from  the  small  end  to 
the  shoulder  scribe  line.  This  procedure  eliminates 
detailed  measuring  and  speeds  up  production. 


PARTING  AND  GROOVING 

One  of  the  methods  of  cutting  off  a  piece  of 
stock  while  it  is  held  in  a  lathe  is  a  process  called 
parting.  This  process  uses  a  specially  shaped  tool 
with  a  cutting  edge  similar  to  that  of  a  square  nose 
tool.  The  parting  tool  is  fed  into  the  rotating 
work,  perpendicular  to  its  axis,  cutting  a 
progressively  deeper  groove  as  the  work  rotates. 
When  the  cutting  edge  of  the  tool  gets  to  the  center 
of  the  work  being  parted,  the  work  drops  off  as 
if  it  were  sawed  off.  Parting  is  used  to  cut  off  parts 
that  have  already  been  machined  in  the  lathe  or 
to  cut  tubing  and  bar  stock  to  required  lengths. 

Parting  tools  can  be  the  inserted  blade  type 
or  can  be  ground  from  a  standard  tool  blank. 


of  the  cutting  portion  of  the  blade  that  extends 
from  the  holder  should  be  only  slightly  greater 
than  half  the  diameter  of  the  work  to  parted.  The 
end  cutting  edge  of  the  tool  must  feed  directly 
toward  the  center  of  the  workpiece.  To  ensure 
this,  place  a  center  in  the  tailstock  and  align  the 
parting  tool  vertically  with  the  tip  of  the  center. 
The  chuck  should  hold  the  work  to  be  parted  with 
the  point  at  which  the  parting  is  to  occur  as  close 
as  possible  to  the  chuck  jaws.  Always  make  the 
parting  cut  at  a  right  angle  to  the  centerline  of 
the  work.  Feed  the  tool  into  the  revolving  work 
with  the  cross-slide  until  the  tool  completely 
separates  the  work. 

Cutting  speeds  for  parting  are  usually  slower 
than  turning  speeds.  You  should  use  a  feed  that 


STRAIGHT    HOLDER 


INSERTED 
BLADE 

RIGHT    HAND 
OFFSET 


A.      HOLDERS 


OFFSET 


28.133X 


Figure  8-29. — Machining  to  a  shoulder. 


B.      TOOL  OFFSET 
Figure  8-30.— Parting  tools. 


8-19 


will  keep  a  thin  chip  coming  from  the  work.  If 
chatter  occurs,  decrease  the  speed  and  increase  the 
feed  slightly.  If  the  tool  tends  to  gouge  or  dig  in, 
decrease  the  feed. 

Grooves  are  machined  in  shafts  to  provide  for 
tool  runout  in  threading  to  a  shoulder,  to  allow 
clearance  for  assembly  of  parts,  to  provide 
lubricating  channels,  or  to  provide  a  seating 
surface  for  seals  and  O-rings.  Square,  round,  and 
"V"  grooves  and  the  tools  which  are  used  to 
produce  them  are  shown  in  figure  8-31. 

The  grooving  tool  is  a  type  of  forming  tool. 
It  is  ground  without  side  rake  or  back  rake  and 
is  set  to  the  work  at  center  height  with  a  minimum 
of  overhang.  The  side  and  end  relief  angles  are 
generally  somewhat  less  than  for  turning  tools. 
When  you  machine  a  groove,  reduce  the  spindle 
speed  to  prevent  chatter  which  often  develops  at 
high  speeds  because  of  the  greater  amount  of  tool 
contact  with  the  work. 

DRILLING  AND  REAMING 

Drilling  operations  performed  in  a  lathe  differ 
very  little  from  drilling  operations  performed  in 
a  drilling  machine.  For  best  results,  start  the  drill- 
ing operation  by  drilling  a  center  hole  in  the  work, 
using  a  combination  center  drill  and  countersink. 
The  combination  countersink-center  drill  is  held 
in  a  drill  chuck  which  is  mounted  in  the  tailstock 
spindle.  After  you  have  center  drilled  the  work, 
replace  the  drill  chuck  with  a  taper  shank  drill. 
(Note:  BEFORE  you  insert  any  tool  into  the 
tailstock  spindle  inspect  the  shank  of  the  tool  for 
burrs.  If  the  shank  is  burred,  remove  the  burrs 
with  a  handstone.)  Feed  the  drill  into  the  work 
by  using  the  tailstock  handwheel.  Use  a 
coolant/lubricant  whenever  possible  and  maintain 
sufficient  pressure  on  the  drill  to  prevent  chatter, 
but  not  enough  to  overheat  the  drill. 

If  the  hole  is  quite  long,  back  the  drill  out 
occasionally  to  clear  the  flutes  of  metal  chips. 
Large  diameter  holes  may  require  you  to  drill  a 
pilot  hole  first.  This  is  done  with  a  drill  that  is 
smaller  than  the  finished  diameter  of  the  hole. 


SQUARE 
GROOVE 


ROUND      [_£]  "V 

GROOVE/O  GROOVE 


Figure  8-31. — Three  common  types  of  grooves. 


After  you  have  drilled  the  pilot  hole  to  the 
proper  depth,  enlarge  the  hole  with  the  finish  drill. 
If  you  plan  to  drill  the  hole  completely  through 
the  work,  slow  down  the  feed  as  the  drill  nears 
the  hole  exit.  This  will  produce  a  smoother  exit 
hole  by  causing  the  drill  to  take  a  finer  cut  as  it 
exits  the  hole. 

If  the  twist  drill  is  not  ground  correctly,  the 
drilled  hole  will  be  either  excessively  oversized  or 
out  of  round.  Check  the  drill  for  the  correct  angle, 
clearance,  cutting  edge  lengths  and  straightness 
before  setting  it  up  for  drilling.  It  is  almost 
impossible  to  drill  a  hole  exactly  the  same  size  as 
the  drill  regardless  of  the  care  taken  in  ensuring 
an  accurately  ground  drill  and  the  proper  selection 
of  speeds  and  feeds.  For  this  reason,  any  job 
which  requires  close  tolerances  or  a  good  finish 
on  the  hole  should  be  reamed  or  bored  to  the 
correct  size. 

If  the  job  requires  that  the  hole  be  reamed, 
it  is  good  practice  to  first  take  a  cleanup  cut 
through  the  hole  with  a  boring  tool.  This  will  true 
up  the  hole  for  the  reaming  operation.  Be  sure 
to  leave  about  1/64  inch  for  reaming.  The 
machine  reamer  has  a  taper  shank  and  is  held  in 
and  fed  by  the  tailstock.  To  avoid  overheating  the 
reamer,  set  the  work  speed  at  about  half  that  used 
for  the  drilling  operation.  During  the  reaming 
operation,  keep  the  reamer  well  lubricated.  This 
will  keep  the  reamer  cool  and  also  flush  the  chips 
from  the  flutes.  Do  not  feed  the  reamer  too  fast; 
it  may  tear  the  surface  of  the  hole  and  ruin  the 
work. 

BORING 

Boring  is  the  machining  of  holes  or  any 
interior  cylindrical  surface.  The  piece  to  be  bored 
must  have  a  drilled  or  core  hole,  and  the  hole  must 
be  large  enough  to  insert  the  tool.  The  boring 
process  merely  enlarges  the  hole  to  the  desired  size 
or  shape.  The  advantage  of  boring  is  that  you  get 
a  perfectly  true  round  hole.  Also,  you  can  bore 
two  or  more  holes  of  the  same  or  different 
diameters  at  one  setting,  thus  ensuring  absolute 
alignment  of  the  axis  of  the  holes. 

It  is  usual  practice  to  bore  a  hole  to  within  a 
few  thousandths  of  an  inch  of  the  desired  size  and 
then  to  finish  it  to  the  exact  size  with  a  reamer. 

Work  to  be  bored  may  be  held  in  a  chuck, 
bolted  to  the  faceplate,  or  bolted  to  the  carriage. 
Long  pieces  must  be  supported  at  the  free  end  of 
a  center  rest. 

When  the  boring  tool  is  fed  into  the  hole  in 
work  being  rotated  on  a  chuck  or  faceplate,  the 


nuin  nit  iiioiuc.    me  cuiiing  cugc  ui  me  uuimg 

tool  resembles  that  of  a  turning  tool.  Boring  tools 
may  be  the  solid  forged  type  or  the  inserted  cutter 
bit  type. 

When  the  work  to  be  bored  is  clamped  to  the 
top  of  the  carriage,  a  boring  bar  is  held  between 
centers  and  driven  by  a  dog.  The  work  is  fed  to 
the  tool  by  the  automatic  longitudinal  feed  of  the 
i  carriage.  Three  types  of  boring  bars  are  shown 
in  figure  8-32.  Note  the  countersunk  center  holes 
at  the  ends  to  fit  the  lathe  centers. 

Part  A  of  figure  8-32  shows  a  boring  bar  fitted 
with  a  fly  cutter  held  by  a  headless  setscrew.  The 
other  setscrew,  bearing  on  the  end  of  the  cutter, 
is  for  adjusting  the  cutter  to  the  work. 

Part  B  of  figure  8-32  shows  a  boring  bar  fitted 
with  a  two-edge  cutter  held  by  a  taper  key.  This 
is  more  of  a  finishing  or  sizing  cutter,  as  it  cuts 
on  both  sides  and  is  used  for  production  work. 

The  boring  bar  shown  in  part  C  of  figure  8-32 
is  fitted  with  a  cast  iron  head  to  adapt  it  for 
boring  work  of  large  diameter.  The  head  is  fitted 
with  a  fly  cutter  similar  to  the  one  shown  in  part 
A.  The  setscrew  with  the  tapered  point  adjusts  the 
cutter  to  the  work. 

Figure  8-33  shows  a  common  type  of  boring 
bar  holder  and  applications  of  the  boring  bar  for 
boring  and  internal  threading.  When  threading 
is  to  be  done  in  a  blind  hole,  it  sometimes  becomes 


Figure  8-32. — Various  boring  bars. 


28.135 
Figure  8-33. — Application  of  boring  bar  holder. 


necessary  to  undercut  or  relieve  the  bottom  of  the 
hole.  This  will  enable  mating  parts  to  be  screwed 
all  the  way  to  the  shoulder  and  make  the  threading 
operation  much  easier  to  do. 


KNURLING 

Knurling  is  the  process  of  rolling  or  squeezing 
impressions  into  the  work  with  hardened  steel 
rollers  that  have  teeth  milled  into  their  faces. 
Examples  of  the  various  knurling  patterns  are 
shown  in  chapter  7,  figure  7-22.  Knurling  provides 
a  gripping  surface  on  the  work;  it  is  also  used  for 
decoration.  Knurling  increases  the  diameter  of  the 
workpiece  slightly  when  the  metal  is  raised  by  the 
forming  action  of  the  knurl  rollers. 

The  knurling  tool  (fig.  7-23)  is  set  up  so  the 
faces  of  the  rollers  are  parallel  to  the  surface  of 
the  work  and  with  the  upper  and  lower  rollers 
equally  spaced  above  and  below  the  work  axis  or 
centerline.  The  spindle  speed  should  be  about  half 
the  roughing  speed  for  the  type  of  metal  being 
machined.  The  feed  should  be  between  0.015  inch 
and  0.025  inch  per  revolution.  The  work  should 


8-21 


be  rigidly  mounted  in  the  tailstock  to  help  offset 
the  pressure  exerted  by  the  knurling  operation. 

The  actual  knurling  operation  is  simple  if  you 
follow  a  few  basic  rules.  The  first  step  is  to  make 
sure  that  the  rollers  in  the  knurling  tool  turn  freely 
and  are  free  of  chips  and  imbedded  metal  between 
the  cutting  edges.  During  the  knurling  process, 
apply  an  ample  supply  of  oil  at  the  point  of 
contact  to  flush  away  chips  and  provide  lubrica- 
tion. Position  the  carriage  so  that  1/3  to  1/2  of 
the  face  of  the  rollers  extends  beyond  the  end  of 
the  work.  This  eliminates  part  of  the  pressure 
required  to  start  the  knurl  impression.  Force  the 
knurling  rollers  into  contact  with  the  work. 
Engage  the  spindle  clutch.  Check  the  knurl  to  see 
if  the  rollers  have  tracked  properly,  as  shown  in 
figure  8-34,  by  disengaging  the  clutch  after  the 
work  has  revolved  3  or  4  times  and  by  backing 
the  knurling  tool  away  from  the  work. 

If  the  knurls  have  double  tracked,  as  shown 
in  figure  8-34,  move  the  knurling  tool  to  a  new 
location  and  repeat  the  operation.  If  the  knurl  is 
correctly  formed,  engage  the  spindle  clutch  and 
the  carriage  feed.  Move  the  knurling  rollers 
into  contact  with  the  correctly  formed  knurled 
impressions.  The  rollers  will  align  themselves  with 
the  impressions.  Allow  the  knurling  tool  to  feed 
to  within  about  1/32  inch  of  the  end  of  the  surface 
to  be  knurled.  Disengage  the  carriage  feed  and 
with  the  work  revolving,  feed  the  carriage  by  hand 
to  extend  the  knurl  to  the  end  of  the  surface.  Force 
the  knurling  tool  slightly  deeper  into  the  work, 
reverse  the  direction  of  feed  and  engage  the 
carriage  feed.  Allow  the  knurling  tool  to  feed  until 
the  opposite  end  of  the  knurled  surface  is  reached. 
Never  allow  the  knurls  to  feed  off  the  surface. 

Repeat  the  knurling  operation  until  the 
diamond  impressions  converge  to  a  point.  Passes 
made  after  the  correct  shape  is  obtained  will  result 
in  stripping  away  the  points  of  the  knurl.  Clean 


DOUBLE 
IMPRESSION 


NCORRECT 


the  knurl  with  a  brush  and  remove  any  burrs  or 
sharp  edges  with  a  file.  When  knurling,  do  not 
let  the  work  rotate  while  the  tool  is  in  contact  with 
it  if  the  feed  is  disengaged.  This  will  cause 
rings  to  be  formed  on  the  surface,  as  shown  in 
figure  8-35. 

SETTING  UP  THE 
TOOLPOST  GRINDER 

The  toolpost  grinder  is  a  portable  grinding 
machine  that  can  be  mounted  on  the  compound 
rest  of  a  lathe  in  place  of  the  toolpost.  It  can  be 
used  to  machine  work  that  is  too  hard  to  cut  by 
ordinary  means  or  to  machine  work  that  requires 
a  very  fine  finish.  Figure  8-36  shows  a  typical 
toolpost  grinder. 

The  grinder  must  be  set  on  center,  as  shown 
in  figure  8-37.  The  centering  holes  located  on  the 
spindle  shaft  are  used  for  this  purpose.  The 
grinding  wheel  takes  the  place  of  a  lathe  cutting 
tool;  it  can  perform  most  of  the  same  operations 
as  a  cutting  tool.  Cylindrical,  tapered,  and 
internal  surfaces  can  be  ground  with  the  toolpost 
grinder.  Very  small  grinding  wheels  are  mounted 
on  tapered  shafts,  known  as  quills,  to  grind 
internal  surfaces. 

The  grinding  wheel  speed  is  changed  by  using 
various  sizes  of  pulleys  on  the  motor  and  spindle 
shafts.  An  instruction  plate  on  the  grinder  gives 
both  the  diameter  of  the  pulleys  required  to 
obtain  a  given  speed  and  the  maximum  safe  speed 
for  grinding  wheels  of  various  diameters.  Grinding 
wheels  are  safe  for  operation  at  a  speed  just  below 
the  highest  recommended  speed.  A  higher  than 
recommended  speed  may  cause  the  wheel  to 
disintegrate.  For  this  reason,  wheel  guards  are 
furnished  with  the  toolpost  grinder  to  protect 
against  injury. 

Always  check  the  pulley  combinations  given 
on  the  instruction  plate  of  the  grinder  when 


CORRECT 
IMPRESSION 


RINGS  ON  WORK   CAUSED    BY  STOPPING 
TOOL    TRAVEL  WITH    WORK  REVOLVING 


Figure  8-34,— Knurled  impressions. 


Figure  8-35. — Rings  on  a  knurled  surface. 


BELT 


BELT 
GUARD 


SPINDLE 


CLAMP 
Figure  8-36.— Toolpost  grinder. 


WHEEL 
GUARD 


GRINDING 
WHEEL 


TOOL  POST  GRINDER  SPINDLE 


HEADSTOCK 
SPINDLE 


Figure  8-37.— Mounting  the  grinder  at  center  height. 


you  mount  a  wheel.  Be  sure  that  the  combination 
is  not  reversed,  because  this  may  cause  the 
wheel  to  run  at  a  speed  far  in  excess  of  that 
recommended.  During  all  grinding  operations, 
wear  goggles  to  protect  your  eyes  from  flying 
abrasive  material. 

Before  you  use  the  grinder,  dress  and  true  the 
wheel  with  a  diamond  wheel  dresser.  The  dresser 
is  held  in  a  holder  that  is  clamped  to  the  chuck 
or  faceplate  of  the  lathe.  Set  the  point  of  the 
diamond  at  center  height  and  at  a  10  °  to  1 5  °  angle 
in  the  direction  of  the  grinding  wheel  rotation, 
as  shown  in  figure  8-38.  The  10°  to  15°  angle 
prevents  the  diamond  from  gouging  the  wheel. 
Lock  the  lathe  spindle  by  placing  the  spindle  speed 
control  lever  in  the  low  rpm  position.  (Note:  The 
lathe  spindle  does  not  revolve  when  you  are 
dressing  the  grinding  wheel.) 


Figure  8-38. — Position  of  the  diamond  dresser. 


Bring  the  grinding  wheel  into  contact  with  the 
diamond  dresser  by  carefully  feeding  the  cross- 
slide  in  by  hand.  Move  the  wheel  slowly  by  hand 
back  and  forth  over  the  point  of  the  diamond, 
taking  a  maximum  cut  of  .0002  inch.  Move  the 
carriage  if  the  face  of  the  wheel  is  parallel  to  the 
ways  of  the  lathe.  Move  the  compound  rest  if  the 
face  of  the  wheel  is  at  an  angle.  Make  the  final 
depth  of  cut  of  0.0001  inch  with  a  slow,  even  feed 
to  obtain  a  good  wheel  finish.  Remove  the 
diamond  dresser  holder  as  soon  as  you  finish 
dressing  the  wheel  and  adjust  the  grinder  to  begin 
the  grinding  operation. 

Rotate  the  work  at  a  fairly  low  speed  during 
the  grinding  operation.  The  recommended  surface 
speed  is  60  to  100  feet  per  minute  (fpm).  The  depth 
of  cut  depends  upon  the  hardness  of  the  work, 
the  type  of  grinding  wheel,  and  the  desired  finish. 
Avoid  taking  grinding  cuts  deeper  than  0.002  inch 
until  you  gain  experience.  Use  a  fairly  low  rate 
of  feed.  You  will  soon  be  able  to  judge  whether 
the  feed  should  be  increased  or  decreased.  Never 
stop  the  work  or  the  grinding  wheel  while  they 
are  in  contact  with  each  other. 

To  refinish  a  damaged  lathe  center,  as  shown 
in  figure  8-5,  first  ensure  that  the  spindle  holes, 
drill  sleeves,  and  centers  are  clean  and  free  of 
burrs.  Install  the  lathe  center  to  be  refinished  in 
the  headstock.  Next,  position  the  compound  rest 
parallel  to  the  ways;  then,  mount  the  toolpost 
grinder  on  the  compound  rest.  Make  sure  that 
the  grinding  wheel  spindle  is  at  center  height 
and  aligned  with  the  lathe  centers.  Move  the 
compound  rest  30  °  to  the  right  of  the  lathe  spindle 
axis,  as  shown  in  figure  8-5.  Mount  the  wheel 
dresser,  covering  the  ways  and  carriage  with  rags 
to  protect  them  from  abrasive  particles.  Wear  gog- 
gles to  protect  your  eyes. 

Start  the  grinding  motor,  by  alternately 
turning  it  on  and  off  (let  it  run  a  bit  longer  each 


8-23 


time)  until  the  abrasive  wheel  is  brought  up  to  top 
speed.  Dress  the  wheel,  feeding  the  grinder  with 
the  compound  rest.  Then  move  the  grinder  clear 
of  the  headstock  center  and  remove  the  wheel 
dresser.  Set  the  lathe  for  the  desired  spindle  speed 
and  engage  the  spindle.  Pick  up  the  surface  of  the 
center.  Take  a  light  depth  of  cut  and  feed  the 
grinder  back  and  forth  with  the  compound  rest. 
Do  not  allow  the  abrasive  wheel  to  feed  entirely 
off  the  center.  Continue  taking  additional  cuts 
until  the  center  cleans  up.  To  produce  a  good 
finish,  reduce  the  feed  rate  and  the  depth  of  cut 
to  .0005  inch.  Grind  off  the  center's  sharp  point, 
leaving  a  flat  with  a  diameter  about  1/32  inch. 
Move  the  grinder  clear  of  the  headstock  and  turn 
it  off. 

Figure  8-39  illustrates  refacing  the  seat  of  a 
high-pressure  steam  valve  which  has  a  hard, 
Stellite-faced  surface.  The  refacing  must  be  done 
with  a  toolpost  grinder.  Be  sure  that  all  inside 
diameters  run  true  before  starting  the  machine 
work.  Spindle  speed  of  the  lathe  should  be  about 
40  rpm  or  less.  Too  high  a  speed  will  cause  the 
grinding  wheel  to  vibrate.  Set  the  compound  rest 
to  correspond  with  the  valve  seat  angle.  Use  the 
cross-slide  hand  feed  or  the  micrometer  stop  on 
the  carriage  for  controlling  the  depth  of  cut;  use 
the  compound  rest  for  traversing  the  grinding 


28.136 
Figure  8-39.— Refacing  seat  of  high-pressure  steam  valve. 


wheel  across  the  work  surface.  Remember, 
whenever  you  grind  on  a  lathe,  always  place  a 
cloth  across  the  ways  of  the  bed  and  over  any 
other  machined  surfaces  that  could  become 
contaminated  from  grinding  dust. 


8-24 


CHAPTER  9 

ADVANCED  ENGINE  LATHE  OPERATIONS 


In  chapter  8  you  studied  a  number  of  lathe 
operations,  the  various  methods  of  holding  and 
centering  work  on  the  engine  lathe,  and  how  to 
set  lathe  tools.  This  chapter  is  a  continuation 
of  engine  lathe  operations  and  deals  primarily 
with  cutting  tapers,  boring,  and  cutting  screw 
threads. 


TAPERS 

Taper  is  the  gradual  decrease  in  the  diameter 
of  thickness  of  a  piece  of  work  toward  one  end. 
To  find  the  amount  of  taper  in  any  given  length 
of  work,  subtract  the  size  of  the  small  end  from 
the  size  of  the  large  end.  Taper  is  usually  expressed 
as  the  amount  of  taper  per  foot  of  length,  or  as 
an  angle.  The  following  examples  explain  how  to 
determine  taper  per  foot  of  length. 

EXAMPLE  1 :  Find  the  taper  per  foot  of  a 
piece  of  work  2  inches  long:  Diameter  of  the 
small  end  is  1  inch;  diameter  of  the  large  end  is 
2  inches. 

The  amount  of  the  taper  is  2  inches  minus  1 
inch,  which  equals  1  inch.  The  length  of  the  taper 
is  given  as  2  inches.  Therefore,  the  taper  is  1  inch 
in  2  inches  of  length.  In  12  inches  of  length  it 
would  be  6  inches.  (See  fig.  9-1). 

EXAMPLE  2:  Find  the  taper  per  foot  of  a 
piece  6  inches  long.  Diameter  of  the  small 
end  is  1  inch;  diameter  of  the  large  end  is 
2  inches. 

The  amount  of  taper  is  the  same  as  in 
example  1;  that  is,  1  inch.  (See  fig.  9-1). 
However,  the  length  of  this  taper  is  6  inches;  hence 
the  taper  per  foot  is  1  inch  x  12/6  =  2  inches  per 
foot. 

From  the  foregoing,  you  can  see  that  the 
length  of  a  tapered  piece  is  very  important  in 
computing  the  taper.  If  you  bear  this  in  mind 


oof  ..,---• 


Figure  9-1. — Tapers. 

when  machining  tapers,  you  will  not  go  wrong. 
Use  the  formula: 

TPF  =  TPI  x  12 

where: 

TPF  =  TAPER  PER  FOOT 

TPI  =  TAPER  PER  INCH 

Other  formulas  used  in  figuring  tapers  are  as 
follows: 

T 

TPT  =  — 
1F1      L 

where: 

TPI  =  TAPER  PER  INCH 

T  =  TAPER  (Difference  between  large  and 
small  diameters,  expressed  in  inches 

L  =  LENGTH  of  taper,  expressed  in  inches 
x 


T  = 


and  T  =  TPI  x  L  (in  inches) 


TPI  = 


TPF 
12 


9-1 


Tapers  are  frequently  cut  by  setting  the  angle 
of  the  taper  on  the  appropriate  lathe  attachment. 
There  are  two  angles  associated  with  a  taper — 
the  included  angle  and  the  angle  with  the  center 
line.  The  included  angle  is  the  angle  between  the 
two  angled  sides  of  the  taper.  The  angle  with  the 
center  line  is  the  angle  between  the  center  line  and 
either  of  the  angled  sides.  Since  the  taper  is  turned 
about  a  center  line,  the  angle  between  one  side 
and  the  center  line  is  always  equal  to  the  angle 
between  the  other  side  and  the  center  line. 
Therefore,  the  included  angle  is  always  twice  the 
angle  with  the  center  line.  The  importance  of  this 
relationship  will  be  shown  later  in  this  chapter. 
Table  9-1  is  a  machinist's  chart  showing  the 
relationship  between  taper  per  foot,  included 
angle,  and  angle  with  the  center  line. 

There  are  several  well-known  tapers  that  are 
used  as  standards  for  machines  on  which  they  are 
used.  These  standards  make  it  possible  to  make 
or  get  parts  to  fit  the  machine  in  question  without 
detailed  measuring  and  fitting.  By  designating  the 
name  and  number  of  the  standard  taper  being 
used,  you  can  immediately  find  the  length,  the 
diameter  of  the  small  and  large  ends,  the  taper 
per  foot,  and  all  other  pertinent  measurements  in 
appropriate  tables  found  in  most  machinist's 
handbooks. 


There  are  three  standard  tapers  with  which  you 
should  be  familiar:  (1)  the  MORSE  TAPER 
(approximately  5/8  inch  per  foot)  used  for  the 
tapered  holes  in  lathe  and  drill  press  spindles  and 
the  attachments  that  fit  them,  such  as  lathe 
centers,  drill  shanks,  and  so  on;  (2)  the  BROWN 
&  SHARPE  TAPER  (1/2  inch  per  foot,  except 
No.  10,  which  is  0.5161  inch  per  foot)  used  for 
milling  machine  spindle  shanks;  and  (3)  the 
JARNO  TAPER  (0.600  inch  per  foot)  used  by 
some  manufacturers  because  of  the  ease  with 
which  its  dimensions  can  be  determined: 

T^-       *       n  j      taper  number 

Diameter  of  large  end  =  —  —  —  5  - 

TV  t       u      A     taper  number 

Diameter  of  small  end  =  —  -  —    - 


T        .      . 
Length  of  taper  = 


taper  number 
- 


Two  additional  tapers  that  are  considered 
standard  are  the  tapered  pin  and  pipe  thread 
tapers.  Tapered  pins  have  a  taper  of  1/4  inch  per 
foot  while  tapered  pipe  threads  have  a  taper  of 
3/4  inch  per  foot. 

A  copy  of  a  Morse  taper  table  is  shown  in 
figure  9-2.  You  will  no  doubt  have  more  use  for 
this  taper  than  any  other  standard  taper. 


Table  9-1.— Tapers  Per  Foot/ Angles 


Taper  per 
foot 

Angle  included 

Angle  with  centerline 

Taper  per  inch 

1/8   

Degrees 
0 
0 
1 
1 
1 
2 
2 
2 
3 
3 
3 
3 
4 
4 
4 
9 

Minutes 
36 
54 
12 
30 
47 
5 
23 
41 
0 
17 
35 
53 
11 
28 
46 
32 

Degrees 
0 
0 
0 
0 
0 
1 
1 
1 
1 
1 
1 
1 
2 
2 
2 
4 

Minutes 
18 
27 
36 
45 
54 
3 
12 
21 
30 
38 
47 
56 
5 
14 
23 
46 

Inches 
0.01042 
.01563 
.02083 
.02604 
.03125 
.03646 
.04167 
.04688 
.05208 
.05729 
.06250 
.06771 
.07292 
.07813 
.08333 
.  16667 

3/16  

1/4   

5/16  
3/8    

7/16  

1/2    

9/16  

5/8   

11/16.  .  .  . 
3/4   

13/16  .... 
7/8   

15/16.  .  .  . 
1  

2  

9-2 


Key  8<>  19'= 
Taper  1H  in  12 


Y&/A 


DETAIL  DIMENSIONS 


Number  of  Taper 

0 

1 

2 

3 

4 

5 

6 

7 

Diameter  of  plug  at  small  end  .  .  D 
Diameter  at  end  of  socket  ....  A 
Shank: 
Whole  length  of  shank  B 

0.252 
.3561 

2-11/32 
2-7/32 
2-1/32 
2 

5/32 
1/4 
.235 

.160 
9/16 
1-15/16 
.625 
.05208 
0 

0.369 

.475 

2-9/16 
2-7/16 
2-3/16 
2-1/8 

13/64 
3/8 
.343 

.213 

3/4 
2-1/16 
.600 
.05 
1 

0.572 
.700 

3-1/8 
2-15/16 
2-5/8 
2-9/16 

1/4 
7/16 
17/32 

.260 

7/8 
2-1/2 
.602 
.05016 
2 

0.778 
.938 

3-7/8 
3-11/16 
3-1/4 
3-3/16 

5/16 
9/16 
23/32 

.322 

1-3/16 
3-1/16 
.602 
.05016 
3 

1.020 
1.231 

4-7/8 
4-5/8 
4-1/8 
4-1/16 

15/32 
5/8 
31/32 

.478 
1-1/4 
3-7/8 
.623 
.05191 
4 

1.475 
1.748 

6-1/8 
5-7/8 
5-1/4 
5-3/16 

5/8 
3/4 
1-13/32 

.635 
1-1/2 
4-15/16 
.630 
.0525 
5 

2.116 
2.494 

8-9/16 
8-1/4 
7-3/8 
7-1/4 

3/4 
1-1/8 
2 

.760 
1-3/4 
7 
.626 
.05216 
6 

2.750 
3.270 

11-5/8 
11-1/4 
10-1/8 
10 

1-1/8 
1-3/8 
2-5/8 

1.135 
2-5/8 
9-1/2 
.625 
.05208 
7 

Shank  depth  S 

Depth  of  hole  H 

Standard  plug  depth   P 

Tongue: 
Thickness  of  tongue  t 

Length  of  tongue   T 

Diameter  of  tongue  d 

Keyway: 
Width  of  keyway  .  .  .  W 

Length  of  keyway  L 

End  of  socket  to  keyway  K 

Taper  per  foot  

Taper  per  inch  

Number  of  key  

28.138X 


Figure  9-2. — Morse  tapers. 


METHODS  OF  TURNING  TAPERS 

In  ordinary  straight  turning,  the  cutting  tool 
moves  along  a  line  parallel  to  the  axis  of  the  work, 
causing  the  finished  job  to  be  the  same  diameter 
throughout.  If,  however,  in  cutting,  the  tool 
moves  at  an  angle  to  the  axis  of  the  work,  a  taper 
will  be  produced.  Therefore,  to  turn  a  taper,  you 
must  either  mount  the  work  in  the  lathe  so  the 
axis  on  which  it  turns  is  at  an  angle  to  the  axis 
of  the  lathe,  or  cause  the  cutting  tool  to  move  at 
an  angle  to  the  axis  of  the  lathe. 


There  are  three  methods  in  common  use  for 
turning  tapers: 

1.  SET  OVER  THE  TAILSTOCK,  which 
moves  the  dead  center  away  from  the  axis  of 
the  lathe  and  causes  work  supported  between 
centers  to  be  at  an  angle  with  the  axis  of  the 
lathe. 

2.  USE  THE  COMPOUND  REST  set  at 
an  angle,  which  causes  the  cutting  tool  to  be 
fed  at  the  desired  angle  to  the  axis  of  the 
lathe. 


3.  USE    THE   TAPER    ATTACHMENT, 

which  also  causes  the  cutting  tool  to  move  at  an 
angle  to  the  axis  of  the  lathe. 

In  the  first  method,  the  cutting  tool  is  fed  by 
the  longitudinal  feed  parallel  to  the  lathe  axis,  but 
a  taper  is  produced  because  the  work  axis  is  at 
an  angle.  In  the  second  and  third  methods,  the 
work  axis  coincides  with  the  lathe  axis,  but  a  taper 
is  produced  because  the  cutting  tool  moves  at  an 
angle. 

Setting  Over  the  Tailstock 

As  stated  in  chapter  7,  you  can  move  the 
tailstock  top  sideways  on  its  base  by  using  the 
adjusting  screws.  In  straight  turning  you  use  these 
adjusting  screws  to  align  the  dead  center  with  the 
tail  center  by  moving  the  tailstock  to  bring  it  on 
the  center  line  of  the  spindle  axis.  For  taper 
turning,  you  deliberately  move  the  tailstock  off 
center,  and  the  amount  you  move  it  determines 
the  taper  produced.  You  can  approximate  the 
amount  of  setover  by  using  the  zero  lines  inscribed 
on  the  base  and  top  of  the  tailstock  as  shown  in 
figure  9-3.  Then  for  final  adjustment,  measure  the 
setover  with  a  scale  between  center  points  as 
illustrated  in  figure  9-4. 

In  turning  a  taper  by  this  method,  the  distance 
between  centers  is  of  utmost  importance.  To 
illustrate,  figure  9-5  shows  two  very  different 
tapers  produced  by  the  same  amount  of  setover 
of  the  tailstock,  because  for  one  taper  the  length 
of  the  work  between  centers  is  greater  than  for 
the  other.  THE  CLOSER  THE  DEAD  CENTER 
IS  TO  THE  LIVE  CENTER,  THE  STEEPER 
WILL  BE  THE  TAPER  PRODUCED.  Suppose 


28.140X 
Figure  9-4. — Measuring  setover  of  dead  center. 


28.141X 

Figure  9-5. — Setover  of  tailstock  showing  importance  of 
considering  length  of  work. 


you  want  to  turn  a  taper  on  the  full  length  of  a 
piece  12  inches  long  with  one  end  having  a 
diameter  of  3  inches,  and  the  other  end  a  diameter 
of  2  inches.  The  small  end  is  to  be  1  inch  smaller 
than  the  large  end;  so  you  set  the  tailstock  over 
one-half  of  this  amount  or  1/2  inch  in  this 
example.  Thus,  at  one  end  the  cutting  tool  will 
be  1/2  inch  closer  to  the  center  of  the  work  than 
at  the  other  end;  so  the  diameter  of  the  finished 
job  will  be  2  x  1/2  or  1  inch  less  at  the  small  end. 
Since  the  piece  is  12  inches  long,  you  have 
produced  a  taper  of  1  inch  per  foot.  Now,  if  you 
wish  to  produce  a  taper  of  1  inch  per  foot  on  a 
piece  only  6  inches  long,  the  small  end  will  be  only 
1/2  inch  less  in  diameter  than  the  larger  end,  so 
you  should  set  over  the  tailstock  1/4  inch  or  one- 
half  of  the  distance  used  for  the  12-inch  length. 
By  now  you  can  see  that  the  setover  is 
proportional  to  the  length  between  centers. 
Setover  is  computed  by  using  the  following 
formula: 

S  -lx^ 

S  -  2  X  12 

where: 

S  =  setover  in  inches 

T  =  taper  per  foot  in  inches 

L  *=  length  of  taper  in  inches 


28.139X 
Figure  9-3. — Tailstock  setover  lines  for  taper  turning. 


T    =  length  in  feet  of  taper 


a  mandrel,  L  is  the  length  of  the  mandrel  between 
centers.  You  cannot  use  the  setover  tailstock 
method  for  steep  tapers  because  the  setover  would 
be  too  great  and  the  work  would  not  be  properly 
supported  by  the  lathe  centers.  The  bearing 
surface  becomes  less  and  less  satisfactory  as  the 
setover  is  increased.  CAUTION:  DO  NOT 
EXCEED  .250-inch  setover. 

After  turning  a  taper  by  the  tailstock  setover 
method,  do  not  forget  to  realign  the  centers  for 
straight  turning  of  your  next  job. 


Using  the  Compound  Rest 

The  compound  rest  is  generally  used  for  short, 
steep  tapers.  Set  it  at  the  angle  the  taper  will  make 
with  the  center  line  (that  is,  half  of  the  included 
angle  of  the  taper).  Then  feed  the  tool  to  the  work 
at  this  angle  by  using  the  compound  rest  feed 
screw.  The  length  of  taper  you  can  machine  is 
short  because  the  travel  of  the  compound  rest  is 
limited. 

One  example  of  using  the  compound  rest  for 
taper  work  is  the  truing  of  a  lathe  center.  Other 
examples  are  ref  acing  an  angle  type  valve  disk  and 
machining  the  face  of  a  bevel  gear.  Such  jobs  are 
often  referred  to  as  working  to  an  angle  rather 
than  as  taper  work. 

The  graduations  marked  on  the  compound 
rest  provide  a  quick  means  for  setting  it  to  the 
angle  desired.  When  the  compound  rest  is  set  at 
zero,  the  cutting  tool  is  perpendicular  to  the  lathe 
axis.  When  the  compound  rest  is  set  at  90°  on 
either  side  of  zero,  the  cutting  tool  is  parallel  to 
the  lathe  axis. 

To  set  up  the  compound  rest  for  taper  turning, 
first  determine  the  angle  to  be  cut,  measured 
from  the  center  line.  This  angle  is  half  of  the 
included  angle  of  the  taper  you  plan  to  cut. 
Then  set  the  compound  rest  to  the  complement 
of  the  angle  to  be  cut  (90°  minus  angle 
to  be  cut).  For  example,  to  machine  a  50  °  included 
angle  (25°  angle  with  the  center  line),  set  the 
compound  rest  at  90°  -  25°,  or  65°. 

When  you  must  set  the  compound  rest  very 
accurately,  to  a  fraction  of  a  degree  for  example, 


to  the  required  angle.  Hold  the  blade  of  the 
protractor  on  the  flat  surface  of  the  faceplate  and 
hold  the  base  of  the  protractor  against  the  finished 
side  of  the  compound  rest. 

For  turning  and  boring  long  tapers  with 
accuracy,  the  taper  attachment  is  indispens- 
able. It  is  especially  useful  in  duplicating 
work;  you  can  turn  and  bore  identical  tapers  with 
one  setting  of  the  taper  guide  bar.  Set  the  guide 
bar  at  an  angle  to  the  lathe  that  corresponds  to 
the  desired  taper.  The  tool  cross  slide  will  be 
moved  laterally  by  a  shoe,  which  slides  on  the 
guide  bar  as  the  carriage  moves  longitudinally. 
The  cutting  tool  will  move  along  a  line  parallel 
to  the  guide  bar.  The  taper  produced  will  have 
the  same  angular  measurement  as  that  set  on  the 
guide  bar.  The  guide  bar  is  graduated  in  degrees 
at  one  end  and  in  inches  per  foot  of  taper  at  the 
other  end  to  provide  for  rapid  setting.  Figure  9-6 
is  a  view  of  the  end  that  is  graduated  in  inches 
per  foot  of  taper. 

When  you  prepare  to  use  the  taper  attach- 
ment, run  the  carriage  up  to  the  approximate 
position  of  the  work  to  be  turned.  Set  the 
tool  on  line  with  the  center  of  the  lathe. 
Then  bolt  or  clamp  the  holding  bracket 
to  the  ways  of  the  bed  (the  attachment 
itself  is  bolted  to  the  back  of  the  carriage  saddle) 


28.142X 


Figure  9-6. — End  view  of  taper  guide  bar. 


9-5 


bar  now  controls  the  lateral  movement  of  the  cross 
slide.  Set  the  guide  bar  for  the  taper  desired;  the 
attachment  is  ready  for  operation.  To  make  the 
final  adjustment  of  the  tool  for  size,  use  the 
compound  rest  feed  screw,  since  the  crossfeed 
screw  is  inoperative. 

There  will  be  a  certain  amount  of  lost  motion 
or  backlash  when  the  tool  first  starts  to  feed  along 
the  work.  This  is  caused  by  looseness  between  the 
crossfeed  screw  and  the  cross-slide  nut.  If  the 
backlash  is  not  eliminated,  a  straight  portion  will 
be  turned  on  the  work.  You  can  remove  the 
backlash  by  moving  the  carriage  and  tool  slightly 
past  the  start  of  the  cut  and  then  returning  the 
carriage  and  tool  to  the  start  of  the  cut. 

TAPER  BORING 

Taper  boring  is  usually  done  with  either  the 
compound  rest  or  the  taper  attachment.  The  rules 


the  boring  of  taper  holes.  Begin  by  drilling  the 
hole  to  the  correct  depth  with  a  drill  of  the  same 
size  as  the  specified  small  diameter  of  the  taper. 
This  gives  you  the  advantage  of  boring  to  the  right 
size  without  having  to  remove  metal  at  the  bottom 
of  the  bore,  which  is  rather  difficult,  particularly 
in  small,  deep  holes. 

For  turning  and  boring  tapers,  set  the  tool 
cutting  edge  exactly  at  the  center  of  the  work. 
That  is,  set  the  point  of  the  cutting  edge  even  with 
the  height  of  the  lathe  centers;  otherwise,  the  taper 
may  be  inaccurate. 

Cut  the  hole  and  measure  its  size  and  taper 
using  a  taper  plug  gauge  and  the  "cut  and  try" 
method. 

1 .  After  you  have  taken  one  or  two  cuts,  clean 
the  bore. 


28.1433 


Figure  9-7. — Turning  a  taper  using  taper  attachment. 


9-6 


l_ 


3.  Insert  the  gauge  into  the  hole  and  turn  it 
SLIGHTLY  so  the  chalk  (or  prussian  blue)  rubs 
from  the  gauge  onto  the  surface  of  the  hole.  If 
the  workpiece  is  to  be  mounted  on  a  spindle,  use 
the  tapered  end  of  the  spindle  instead  of  a  gauge 
to  test  the  taper. 

4.  Areas  that  do  not  touch  the  gauge  will  be 
shown  by  a  lack  of  chalk  (or  prussian  blue). 

5.  Continue  making  minor  corrections  until 
all,  or  an  acceptable  portion,  of  the  hole's 
surface  touches  the  gauge.  Be  sure  the  taper 
diameter  is  correct  before  you  turn  the  taper  to 
its  finish  diameter. 

Figure  9-8  shows  a  Morse  standard  taper  plug 
and  a  taper  socket  gauge.  They  not  only  give  the 
proper  taper,  but  also  show  the  proper  distance 
that  the  taper  should  enter  the  spindle. 


28.144X 
Figure  9-8. — Morse  taper  socket  gauge  and  plug  gauge. 


Much  of  the  machine  work  performed  by  a 
Machinery  Repairman  includes  the  use  of  screw 
threads.  The  thread  forms  you  will  be  working 
with  most  are  V-form  threads,  Acme  threads,  and 
square  threads.  Each  of  these  thread  forms  is 
used  for  specific  purposes.  V-form  threads  are 
commonly  used  on  fastening  devices  such  as  bolts 
and  nuts  as  well  as  on  machine  parts.  Acme  screw 
threads  are  generally  used  for  transmitting 
motion,  such  as  between  the  lead  screw  and  lathe 
carriage.  Square  threads  are  used  to  increase 
mechanical  advantage  and  to  provide  good 
clamping  ability  as  in  the  screw  jack  or  vise  screw. 
Each  of  these  screw  forms  is  discussed  more  fully 
later  in  the  chapter. 

There  are  several  terms  used  in  describing 
screw  threads  and  screw  thread  systems  that  you 
must  know  before  you  can  calculate  and  machine 
screw  threads.  Figure  9-9  illustrates  some  of  the 
following  terms: 

EXTERNAL  THREADS:  A  thread  on  the 
outside  surface  of  a  cylinder. 

INTERNAL  THREAD:  A  thread  on  the  in- 
side surface  of  a  hollow  cylinder. 

RIGHT-HAND  THREAD:  A  thread  that, 
when  viewed  axially,  winds  in  a  clockwise  and 
receding  direction. 

LEFT-HAND  THREAD:  A  thread  that, 
when  viewed  axially,  winds  in  a  counterclockwise 
and  receding  direction. 


CREST 
ROOT. 


FLANKS 


•60 
THREAD  ANGLE 

EXTERNAL  THREAD 


Figure  9-9. — Screw  thread  nomenclature. 


9-7 


LEAD:  The  distance  a  threaded  part  moves 
axially  in  a  fixed  mating  part  in  one  complete 
revolution. 

PITCH:  The  distance  between  corresponding 
points  on  adjacent  threads. 

SINGLE  THREAD:  A  single  (single  start) 
thread  whose  lead  equals  the  pitch. 

MULTIPLE  THREAD:  A  multiple  (multiple 
start)  thread  whose  lead  equals  the  pitch 
multiplied  by  the  number  of  starts. 

CLASS  OF  THREADS:  A  group  of  threads 
designed  for  a  certain  type  of  fit.  Classes  of 
threads  are  distinguished  from  each  other  by  the 
amount  of  tolerance  and  allowance  specified. 

THREAD  FORM:  The  view  of  a  thread  along 
the  thread  axis  for  a  length  of  one  pitch. 

FLANK:  The  side  of  the  thread. 

CREST:  The  top  of  the  thread  (bounded  by 
the  major  diameter  on  external  threads;  by  the 
minor  diameter  on  internal  threads). 

ROOT:  The  bottom  of  the  thread  (bounded 
by  the  minor  diameter  on  external  threads;  by  the 
major  diameter  on  internal  threads). 

THREAD  ANGLE:  The  angle  formed  by 
adjacent  flanks  of  a  thread. 

PITCH  DIAMETER:  The  diameter  of  an 
imaginary  cylinder  that  is  concentric  with  the 
thread  axis  and  whose  periphery  passes  through 
the  thread  profile  at  the  point  where  the  widths 
of  the  thread  and  the  thread  groove  are  equal.  The 
pitch  diameter  is  the  diameter  that  is  measured 
when  the  thread  is  machined  to  size.  A  change 
in  pitch  diameter  changes  the  fit  between  the 
thread  being  machined  and  the  mating  thread. 

NOMINAL  SIZE:  The  size  that  is  used  for 
identification.  For  example,  the  nominal  size  of 
a  1/2-20  thread  is  1/2  inch,  but  its  actual  size 
slightly  smaller  to  provide  clearance. 

ACTUAL  SIZE:  The  measured  size. 

BASIC  SIZE:  The  theoretical  size.  The  basic 
size  is  changed  to  provide  the  desired  clearance 
or  fit. 

MAJOR  DIAMETER:  The  diameter  of  an 
imaginary  cylinder  that  passes  through  the  crests 
of  an  external  thread  or  the  roots  of  an  internal 
thread. 

MINOR  DIAMETER:  The  diameter  of  an 
imaginary  cylinder  that  passes  through  the  roots 
of  an  external  thread  or  the  crests  of  an  internal 
thread. 


HEIGHT  OF  THREAD:  The  distance  from 
the  crest  to  the  root  of  a  thread  measured  along 
a  perpendicular  to  the  axis  of  the  threaded  piece 
(also  called  straight  depth  of  thread). 

SLANT  DEPTH:  The  distance  from  the  crest 
to  the  root  of  a  thread  measured  along  the  angle 
forming  the  side  of  the  thread. 

ALLOWANCE:  An  intentional  difference 
between  the  maximum  material  limits  of  mating 
parts.  It  is  the  minimum  clearance  (positive 
allowance)  or  maximum  interference  (negative 
allowance)  between  such  parts. 

TOLERANCE:  The  total  permissible  varia- 
tion of  a  size.  The  tolerance  is  the  difference 
between  the  limits  of  size. 

THREAD  FORM  SERIES:  Threads  are  made 
in  many  different  shapes,  sizes,  and  accuracies. 
When  special  threads  are  required  by  the  product 
designer,  he  will  specify  in  detail  all  the  thread 
characteristics  and  their  tolerances  for  production 
information.  When  a  standard  thread  is  selected, 
however,  the  designer  needs  only  to  specify  size, 
number  of  threads  per  inch,  designation  of  the 
standard  series  and  class  of  fit.  With  these 
specifications,  all  other  information  necessary  for 
production  can  be  obtained  from  the  established 
standard,  as  published.  The  abbreviated  designa- 
tions for  the  different  series  are  as  follows: 

Abbreviation        Full  Title  of  Standard  Series 

UNC  Unified  coarse  thread  series 

UNF  Unified  fine  thread  series 

UNEF  Unified  extra  fine  thread  series 

NC  American  National  coarse 

thread  series 

NF  American  National  fine  thread 

series 

NEF  American  National  extra-fine 

thread  series 

UN  Unified  constant  pitch  series 

including  4,  6,  8,  12,  16,  20, 
28,  and  32  threads  per  inch 

NA  American  National  Acme  thread 

series 

NPT  American  National  tapered  pipe 

thread  series 

NFS  American  National  straight  pipe 

thread  series 

NH  American  National  hose  cou- 

pling thread  series 

NS  American  National  Form  thread- 

special  pitch 

N  BUTT         National  Buttress  Thread 


per  inch,  series  symbol,  and  class  symbol, 
in  that  order.  For  example,  the  designation 
1/4-20  UNC-3A  specifies  a  thread  with  the  follow- 
ing characteristics: 

Nominal  thread  diameter  =  1/4  inch 
Number  of  threads  per  inch  =  20 
Series  (Unified  coarse)  =  UNC 
Class  =  3 
External  thread  =  A 

Unless  the  designation  LH  (left  hand)  follows  the 
class  designation,  the  thread  is  assumed  to  be  a 
right-hand  thread.  An  example  of  the  designation 
for  a  left-hand  thread  is:  1/4-20  UNC-3A-LH. 

V-FORM  THREADS 

The  three  forms  of  V-threads  that  you  must 
know  how  to  machine  are  the  V-sharp,  the 
American  National  and  The  American  Standard 
unified.  All  of  these  threads  have  a  60  °  included 
angle  between  their  sides.  The  V-sharp  thread  has 
a  greater  depth  than  the  others  and  the  crest  and 
root  of  this  thread  have  little  or  no  flat.  The 
external  American  Standard  unified  thread  has 
slightly  less  depth  than  the  external  American 
National  thread  but  is  otherwise  similar.  The 
American  Standard  unified  thread  is  actually  a 
modification  of  the  American  National  thread. 
This  modification  was  made  so  that  the  unified 
series  of  threads,  which  permits  interchangeability 
of  standard  threaded  fastening  devices  manufac- 
tured in  the  United  States,  Canada,  and  the 
United  Kingdom,  could  be  included  in  the 
threading  system  used  in  the  United  States.  The 
Naval  Sea  Systems  Command  and  naval  procure- 
ment activities  use  American  Standard  unified 
threading  system  specifications  whenever  possible; 
this  system  is  recommended  for  use  by  all  naval 
activities. 

To  cut  a  V-form  screw  thread,  you  need  to 
know  (1)  the  pitch  of  the  thread,  (2)  the  straight 
depth  of  the  thread,  (3)  the  slant  depth  of  the 
thread,  and  (4)  the  width  of  the  flat  at  the  root 
of  the  thread.  The  pitch  of  a  thread  is  the  basis 
for  calculating  all  other  dimensions  and  is  equal 
to  1  divided  by  the  number  of  threads  per  inch. 
The  tap  drill  size  is  equal  to  the  thread  size  minus 
the  pitch,  or  the  thread  size  minus  ONE  divided 
by  the  number  of  threads  per  inch. 

Tap  Drill  Size  =  Thread  Size  - 


the  thread),  use  the  slant-depth  to  determine  how 
far  to  feed  the  tool  into  the  work.  The  point  of 
the  threading  tool  must  have  a  flat  equal  to  the 
width  of  the  flat  at  the  root  of  the  thread  (external 
or  internal  thread,  as  applicable).  If  the  flat  at 
the  point  of  the  tool  is  too  wide,  the  resulting 
thread  will  be  too  thin.  If  the  flat  is  too  narrow, 
the  thread  will  be  too  thick. 

The  following   formulas  will  provide  the 
information  you  need  for  cutting  V-form  threads: 

1.  V-SHARP  THREAD 

Pitch  —  -  or  1  -f-  number  of  threads  per 

inch 
Straight  Depth  of  thread  =  0.886  x  pitch 

2.  AMERICAN  NATIONAL  THREAD 
Pitch  =  1  -r  number  of  threads  per  inch 

orn 

Straight  depth  of  external  thread  =  0.64952 
x  pitch  or  0.541266p 

Straight  depth  of  internal  thread 
=   0.541266  x  pitch  or  0.64952p 

Width  of  flat  at  point  of  tool  for  external 
and  internal  threads  =  0.125  x  pitch  or 
0.125p 

Slant  depth  of  external  thread  =  0.750 
x  pitch  or  0.750p 

Slant  depth  of  internal  thread  =  0.625 
x  pitch  or  0.625p 

3.  AMERICAN  STANDARD  UNIFIED 

Pitch  =14-  number  of  threads  per  inch 
or! 
n 

Straight  depth  of  external  thread  =  0.61343 
inch  x  pitch  or  0.61343p 

Straight  depth  of  internal  thread  =  0.54127 
inch  x  pitch  or  0.54127p 

Width  of  flat  at  root  of  external  thread 
=  0.125  inch  x  pitch  or  0.125p 

Width  of  flat  at  crest  of  external  thread 
=  0.125  inch  x  pitch  or  0.125p 

Double  height  of  external  thread  =  1 .22687 
inch  x  pitch  or  1 .22687p 

Double  height  of  internal  thread  =  1 .08253 
inch  x  pitch  or  1.08253p 


9-9 


American  Standard  form  of  the  buttress  thread 
has  a  7  °  angle  on  the  pressure  flank;  other  forms 
have  0  °,  3  °,  or  5  °.  However,  the  American  Stan- 
dard form  is  most  often  used,  and  the  formulas 
in  this  section  apply  to  this  form.  The  buttress 
thread  can  be  designed  to  either  push  or  pull 
against  the  internal  thread  of  the  mating  part  into 
which  it  is  screwed.  The  direction  of  the  thrust 
will  determine  the  way  you  grind  your  tool  for 
machining  the  thread.  An  example  of  the  designa- 
tion symbols  for  an  American  Standard  Buttress 
thread  form  is  as  follows: 

6  -  10  («-N  BUTT-2) 

where         6  =  basic  major  diameter  of  6.000 
inches 

10  =  10  threads  per  inch 

(*•  =  internal  member  to  push  against 
external  member) 

N  BUTT  =  National  Buttress  Form 
2  =  class  of  fit 

NOTE:  A  symbol  such  as  "*-("  indicates  that 
the  internal  member  is  to  pull  against  the  external 
member. 

The  formulas  for  the  basic  dimensions  of  the 
American  Standard  Buttress  external  thread  are 
as  follows: 


Pitch  -£ 


Width  of  flat  at  crest  =  0.1631  x  pitch 
Root  radius  =  0.0714  x  pitch 
Depth  of  thread  =  0.6627  x  pitch 

The  classes  of  fit  are:  1  =  free,  2  =  medium, 
3  =  close.  The  specific  dimensions  involved 
concern  the  tolerance  of  the  pitch  diameter  and 
the  major  diameter  and  vary  according  to  the 
nominal  or  basic  size.  Consult  a  handbook  for 
specific  information  on  the  dimensions  for  the 
various  classes  of  fit. 


an  included  angle  of  60  °  and  a  flat  on  the  crest 
and  the  root  of  the  thread.  Pipe  threads  can  be 
either  tapered  or  straight,  depending  on  the  in- 
tended use  of  the  threaded  part.  A  description  of 
the  two  types  is  given  in  the  following  para- 
graphs. 


TAPERED  PIPE  THREADS 

Tapered  pipe  threads  are  used  to  provide  a 
pressure-tight  joint  when  the  internal  and  external 
mating  parts  are  assembled  correctly.  Depending 
on  the  closeness  of  the  fit  of  the  mating  parts,  you 
may  need  to  use  a  sealing  tape  or  a  sealer  (pipe 
compound)  to  prevent  leakage  at  the  joint.  The 
taper  of  the  threads  is  3/4  inch  per  foot.  Machine 
and  thread  the  section  of  pipe  at  this  angle.  The 
hole  for  the  internal  threads  should  be  slightly 
larger  than  the  minor  diameter  of  the  small  end 
of  the  externally  threaded  part. 

An  example  of  a  pipe  thread  is  shown  below. 

NPT  1/4-18 
where  NPT  =  tapered  pipe  thread 

1/4  —  inside  diameter  of  the  pipe  in 
inches 

18  =  threads  per  inch 

Figure  9-15  shows  the  typical  dimensions  of 
the  most  common  tapered  pipe  threads. 


STRAIGHT  PIPE  THREADS 

Straight  pipe  threads  are  similar  in  form  to 
tapered  pipe  threads  except  that  they  are  not 
tapered.  The  same  nominal  outside  diameter  and 
thread  dimensions  apply.  Straight  pipe  threads  are 
used  for  joining  components  mechanically  and  are 
not  satisfactory  for  high-pressure  applications. 
Sometimes  a  straight  pipe  thread  is  used  with  a 
tapered  pipe  thread  to  form  a  low-pressure  seal 
in  a  vibration  free  environment. 


PIPE  THREADS 

American  National  Standard  Pipe  threads  are 


CLASSES  OF  THREADS 

Classes  of  fit  for  threads  are  determined  by 


M  6  F 


ANGLE  BETWEEN  SIDES  OF  THREAD  IS  60°.    TAPER  OF  THREAD,  ON 
DIAMETER,  IS  J  INCH  PER  FOOT. 

THE  BASIC  THREAD  DEPTH  IS  0.8  X  PITCH  OF  THREAD  AND  THE 
CREST  AND  ROOT  ARE  TRUNCATED  AN  AMOUNT  EQUAL  TO  0.039  X  PITCH. 
EXCEPTING  8  THREADS  PER  INCH  WHICH  HAVE  A  BASIC  DEPTH  OF  0.788 
X  PITCH  AND  ARE  TRUNCATED  0.045  X  PITCH  AT  THE  CREST  AND  0.033 
X  PITCH  AT  THE  ROOT. 


PIPE   SIZE 

Of)1 
QO 
£E<Z 
UJUj  — 

5°Q=tr 
2xu 

i1-"- 

PITCH    DIAMETER 

U-uj 

°>0 
XH< 
i-IOUJ 

O^O: 

ZU.X 

yfcH 

LENGTH  OF 
HAND-TIGHT 
ENGAGEMENT 

IMPERFECT 
THREADS 

*9~. 

xSx 
i_o:< 
az2 
uii---' 
a 

&S 
5| 

£f 

3s 

SuJ 
aj 

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OS 
z<n 

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0-1 

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3* 

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*$ 

NOMINAL 
PIPE  SIZE 

OUTSIDE 
DIAMETER 

U.  -J 

o<o 
_z« 

OQ.-UJ 

5e£ 

H-XI- 
<UJ 

fc-1 

0<Q 

§iS 
g£* 

55'- 

A 

B 

F 

E 

c 

D 

K 

G 

H 

1/8 

0.405 

27 

0.36351 

0.37476 

0.2638 

0.180 

0.1285 

0.02963 

0.03704 

0.334 

0.39 

1/4 

0.540 

18 

0.47739 

0.48989 

0.4018 

0.200 

0.1928 

0.04444 

0.05556 

0.433 

0.52 

3/8 

0.675 

18 

0.61201 

0.62701 

0.4078 

0.240 

0.1928 

0.04444 

0.05556 

0.568 

0.65 

1/2 

0.840 

14 

0.75843 

0.77843 

0.5337 

0.320 

0.2478 

0.05714 

0.07143 

0.701 

0.81 

3/4 

1.050 

14 

0.96768 

0.98887 

0.5457 

0.339 

0.2478 

0.05714 

0.07143 

0.911 

0.02 

1 

1.315 

ll'/z 

1.21363 

1.23863 

0.6828 

0.400 

0.3017 

0.06957 

0.08696 

1.144 

1.28 

Figure  9-15. — Taper  pipe  thread  dimensions. 


for  each  particular  class.  The  tolerance  (amount 
that  a  thread  may  vary  from  the  basic  dimension) 
decreases  as  the  class  number  increases.  For 
example,  a  class  1  thread  has  more  tolerance  than 
a  class  3  thread.  The  pitch  diameter  of  the 
thread  is  the  most  important  thread  element  in 
controlling  the  class  of  fit.  The  major  diameter 
for  an  external  thread  and  the  minor  diameter 
or  bore  size  for  an  internal  thread  are  also 
important,  however,  since  they  control  the  crest 
and  root  clearances  more  than  the  actual  fit  of 
the  thread.  A  brief  description  of  the  different 
classes  of  fit  follows: 

•  Classes  1A  and  IB:  Class  1A  (external 
threads)  and  class  IB  (internal)  threads  are  used 
where  quick  and  easy  assembly  is  necessary  and 
where  a  liberal  allowance  is  required  to  permit 
ready  assembly,  even  with  slightly  bruised  or  dirty 
threads. 


©  Classes  2 A  and  2B:  Class  2A  (external)  and 
class  2B  (internal)  threads  are  the  most  commonly 
used  threads  for  general  applications  including 
production  of  bolts,  screws,  nuts  and  similar 
threaded  fasteners. 

•  Classes  3A  and  3B:  Class  3A  (external)  and 
class  3B  (internal)  threads  are  used  where  closeness 
of  fit  and  accuracy  of  lead  and  angle  of  thread 
are  important.  These  threads  require  consistency 
that  is  available  only  through  high  quality 
production  methods  combined  with  a  very 
efficient  system  of  gauging  and  inspection. 

Tables  of  the  basic  dimensions  and  the 
maximum  and  minimum  dimensions  for  each  size 
and  class  of  fit  of  threads  are  found  in  most 
publications  and  handbooks  for  machinists.  An 
example  of  the  dimensions  required  to  accurately 


9-13 


machine  a  specific  class  of  fit  on  a  thread  is  shown 
in  Table  9-2. 


MEASURING  SCREW  THREADS 

Thread  measurement  is  needed  to  ensure  that 
the  thread  and  its  mating  part  will  fit  properly. 
It  is  important  that  you  know  the  various  measur- 
ing methods  and  the  calculations  that  are  used  to 
determine  the  dimensions  of  threads. 

The  use  of  a  mating  part  to  estimate  and 
check  the  needed  thread  is  common  practice 
when  average  accuracy  is  required.  The  thread 
is  simply  machined  until  the  thread  and  the  mating 
part  will  assemble.  A  snug  fit  is  usually  desired 
with  very  little,  if  any,  play  between  the 
parts. 

You  will  sometimes  be  required  to  machine 
threads  that  need  a  specific  class  of  fit,  or  you 
may  not  have  the  mating  part  to  use  as  a  gauge. 
In  these  cases,  you  must  measure  the  thread  to 
make  sure  you  get  the  required  fit. 

An  explanation  of  the  various  methods 
normally  available  to  you  is  given  in  the  follow- 
ing paragraphs. 


THREAD  MICROMETER 

Thread  micrometers  are  used  to  measure  the 
pitch  diameter  of  threads.  They  are  graduated  and 
read  in  the  same  manner  as  ordinary  micrometers. 
However,  the  anvil  and  spindle  are  ground  to  the 
shape  of  a  thread,  as  shown  in  figure  9-16.  Thread 
micrometers  come  in  the  same  size  ranges  as 
ordinary  micrometers:  0  to  1  inch,  1  to  2  inches, 
and  so  on.  In  addition,  they  are  available 
in  various  pitch  ranges.  The  number  of  threads 
per  inch  must  be  within  the  pitch  range  of  the 
thread. 


RING  AND  PLUG  GAUGES 

Go  and  no-go-gauges,  such  as  those  shown  in 
figure  9-17,  are  often  used  to  check  threaded 
parts.  The  thread  should  fit  the  "go"  portion 
of  the  gauge,  but  should  not  screw  into  or 
onto  the  "no-go"  portion.  Ring  and  plug 
gauges  are  available  for  the  various  sizes  and 
classes  of  fit  of  thread.  They  are  probably  the 
most  accurate  method  of  checking  threads  because 
they  envelop  the  total  thread  form,  and  in  effect, 
check  not  only  the  pitch  diameter  and  the  major 
and  minor  diameters,  but  also  the  lead  of  the 
thread. 


Table  9-2.— Classes  of  Fit  and  Tolerances  for  1/4-20  UNC  Thread 


1/4-20  UNIFIED  SCREW  THREAD  (EXTERNAL) 


Designation 

Basic 
Major 
Diameter 

Maximum 
Major 
Diameter 

Minimum 
Major 
Diameter 

Basic 
Pitch 
Diameter 

Maximum 
Pitch 
Diameter 

Minimum 
Pitch 
Diameter 

1/4-20UNC-1A 
1/4-20  UNC-2A 
1/4-20UNC-3A 

0.250 
0.250 
0.250 

0.2489 
0.2489 
0.2500 

0.2367 
0.2408 
0.2419 

0.2175 
0.2175 
0.2175 

0.2164 
0.2164 
0.2175 

0.2108 
0.2127 
0.2147 

1/4-20  UNIFIED  SCREW  THREAD  (INTERNAL) 


Designation 

Basic 
Minor 
Diameter 
(Bore  Size) 

Maximum 
Minor 
Diameter 
(Bore  Size) 

Minimum 
Minor 
Diameter 
(Bore  Size) 

Basic 
Pitch 
Diameter 

Maximum 
Pitch 
Diameter 

Minimum 
Pitch 
Diameter 

1/4-20  UNC-  IB 
1/4-20  UNC-2B 
1/4-20  UNC-3B 

0.1876 
0.1876 
0.1887 

0.196 
0.196 
0.196 

0.207 
0.207 
0.2067 

0.2175 
0.2175 
0.2175 

0.2248 
0.2223 
0.2211 

0.2175 
0.2175 
0.2175 

ANVIL 


SPINDLE 


Figure  9-16. — Measuring  threads  with  a  thread  micrometer. 


SPINDLE 


MICROMETER 
SCREW 


DOUBLE  END  LIMIT  PLUG  THREAD  GAGE 


GO   RING  GAGE 


NO  GO  RING  GAGE 


ADJUSTABLE  THREAD  SNAP  GAGE 


Figure  9-17. — Thread  gauges. 


THREE  WIRE  METHOD 

The  pitch  diameter  of  a  thread  can  be 
accurately  measured  by  an  ordinary  micrometer 
and  three  wires,  as  shown  in  figure  9-18. 


MAJOR 
DIA 


MICROMETER  ANVIL 


Figure  9-18. — Measuring  threads  using  three  wires. 

The  wire  size  you  should  use  to  measure  the 
pitch  diameter  depends  on  the  number  of  threads 
per  inch.  You  will  obtain  the  most  accurate  results 
when  you  use  the  best  wire  size.  The  best  size  is 
not  always  available,  but  you  will  get  satisfactory 
results  if  you  use  wire  diameters  within  a  given 
range.  Use  a  wire  size  as  close  as  possible  to  the 
best  wire  size.  To  determine  the  wire  sizes,  use 
these  formulas: 

Best  wire  size  =  0.57735  inch  x  pitch 
Smallest  wire  size  =  0.56  inch  x  pitch 
Largest  wire  size  =  0.90  inch  x  pitch 

For  example,  the  diameter  of  the  best  wire  for 
measuring  a  thread  that  has  10  threads  per  inch 


9-15 


is  0.0577  inch,  but  you  could  use  any  size  between 
0.056  inch  and  0.090  inch. 

NOTE:  The  wires  should  be  fairly  hard  and 
uniform  in  diameter.  All  three  wires  must  be  the 
same  size.  You  can  use  the  shanks  of  drill  bits  as 
substitutes  for  the  wires. 

Use  the  following  formulas  to  determine  what 
the  measurement  over  the  wires  should  be  for  a 
given  pitch  diameter. 

Measurement  =  pitch     diameter  -  (0.86603 
x  pitch)  +  (3  x  wire  diameter) 

M  =  PD  -  (0.86603  x  P)  +  (3  x  W) 

Use  the  actual  size  of  the  wires  in  the  formula, 
not  the  calculated  size. 

Example:  What  should  the  measurement  be 
over  the  wires  for  a  3/4-10  UNC-2A  thread?  First, 
determine  the  required  pitch  diameter  for  a  class 
2A  3/4-10  UNC  thread.  You  can  find  this 
information  in  charts  in  several  handbooks  for 
machinists.  The  limits  of  the  pitch  diameter  for 
this  particular  thread  size  and  class  are  between 
0.6832  and  0.6773  inch.  Use  the  maximum  size 
(0.6832  inch)  for  this  example.  Next,  calculate  the 
pitch  for  10  threads  per  inch.  The  formula,  "one 
divided  by  the  number  of  threads  per  inch"  will 

give  you  pitch  =  -.  For  10  TPI,  the  pitch  is 

0. 100  inch.  As  previously  stated,  the  best  wire  size 
for  measuring  10  TPI  is  0.0577  inch,  so  assume 
that  you  have  this  wire  size  available.  Now  make 
the  calculation.  The  data  collected  so  far  are: 

Thread  -  3/4-10  UNC  -  2A 
Pitch  diameter  (PD)  =  0.6832  in. 
Pitch  (P)  =  0.100  in. 
Wire  size  (W)  =  0.0577  in. 

The  standard  formula  for  the  measurement 
over  the  wires  was  M  =  PD  -  (0.86603  x  p) 
+  (3  x  W).  Enter  the  collected  data  in  the  correct 
positions  of  the  formula: 

M  =  0.6832  in.  -  (0.86603  in.  x  0.100  in.) 
4-   (3  x  0.0577  in.) 

M  =  0.6832  in.  -  0.086603  in.  +  0.1731  in. 
M  =  0.769697  in. 


The  measurement  over  the  wires  should  be 
0.769697  in.  or  when  rounded  to  four  decimal 
places,  0.7697  in. 

As  mentioned  in  the  beginning  of  the  section 
on  classes  of  threads,  the  major  diameter  is  a 
factor  also  considered  in  each  different  class  of 
fit.  The  basic  or  nominal  major  diameter  is  seldom 
the  size  actually  machined  on  the  outside  diameter 
of  the  part  to  be  threaded.  The  actual  size  is 
smaller  than  the  basic  size.  In  the  case  of  the 
3/4  - 10  UNC  -  2A  thread,  the  basic  size  is  0.750 
in.;  however,  the  size  that  the  outside  diameter 
should  be  machined  to  is  between  0.7482  and 
0.7353  in. 


CUTTING  SCREW  THREADS 
ON  A  LATHE 

Screw  threads  are  cut  on  the  on  the  lathe  by 
connecting  the  headstock  spindle  of  the  lathe  with 
the  lead  screw  through  a  series  of  gears  to  get  a 
positive  carriage  feed.  The  lead  screw  is  driven 
at  the  required  speed  in  relation  to  the  headstock 
spindle  speed.  You  can  arrange  the  gearing 
between  the  headstock  spindle  and  lead  screw  so 
that  you  can  cut  any  desired  pitch.  For  example, 
if  the  lead  screw  has  8  threads  per  inch  and  you 
arrange  the  gears  so  the  headstock  spindle  revolves 
four  times  while  the  lead  screw  revolves  once,  the 
thread  you  cut  will  be  four  times  as  fine  as  the 
thread  on  the  lead  screw,  or  32  threads  per  inch. 
With  the  quick-change  gear  box,  you  can  quickly 
and  easily  make  the  proper  gearing  arrangement 
by  placing  the  levers  as  indicated  on  the  index 
plate  for  the  thread  desired. 

When  you  have  the  lathe  set  up  to  control  the 
carriage  movement  for  cutting  the  desired  thread 
pitch,  your  next  consideration  is  shaping  the 
thread.  Grind  the  cutting  tool  to  the  shape 
required  for  the  form  of  the  thread  to  be  cut,  that 
is — V-form,  Acme,  square,  and  so  on. 

MOUNTING  WORK  IN  THE  LATHE 

When  you  mount  work  between  lathe  centers 
for  cutting  screw  threads,  be  sure  the  lathe  dog 
is  securely  attached  before  you  start  to  cut  the 
thread.  If  the  dog  should  slip,  the  thread  will  be 
ruined.  Do  not  remove  the  lathe  dog  from  the 
work  until  you  have  completed  the  thread.  If  you 
must  remove  the  work  from  the  lathe  before  the 
thread  is  completed,  be  sure  to  replace  the  lathe 
dog  in  the  same  slot  of  the  driving  plate. 


9-16 


When  you  thread  work  in  the  lathe  chuck,  be 
sure  the  chuck  jaws  are  tight  and  the  work  is  well 
supported.  Never  remove  the  work  from  the 
chuck  until  the  thread  is  finished. 

When  you  thread  long  slender  shafts,  use  a 
follower  rest.  You  must  use  the  center  rest  to 
support  one  end  of  long  work  that  is  to  be 
threaded  on  the  inside. 


POSITIONING  OF  COMPOUND  REST 
FOR  CUTTING  SCREW  THREADS 

Ordinarily  on  threads  of  fine  lead,  you  feed 
the  tool  straight  into  the  work  in  successive  cuts. 
For  coarse  threads,  it  is  better  to  set  the  compound 
rest  at  one-half  of  the  included  angle  of  the  thread 
and  feed  in  along  the  side  of  the  thread.  For  the 
last  -few  finishing  cuts,  you  should  feed  the  tool 
straight  in  with  the  crossfeed  of  the  lathe  to  make 
a  smooth,  even  finish  on  both  sides  of  the  thread. 

In  cutting  V-form  threads  and  when  maximum 
production  is  desired,  it  is  customary  to  place  the 
compound  rest  of  the  lathe  at  an  angle  of  29  1/2  °, 
as  shown  in  Part  A  of  figure  9-19.  When  you  set 
the  compound  rest  in  this  position  and  use  the 


compound  rest  screw  to  adjust  the  depth  of  cut, 
you  remove  most  of  the  metal  by  using  the  left 
side  of  the  threading  tool  (B  of  fig.  9-19).  This 
permits  the  chip  to  curl  out  of  the  way  better  than 
if  you  feed  the  tool  straight  in,  and  keeps  the 
thread  from  tearing.  Since  the  angle  on  the  side 
of  the  threading  tool  is  30  °,  the  right  side  of  the 
tool  will  shave  the  thread  smooth  and  produce  a 
better  finish;  although  it  does  not  remove  enough 
metal  to  interfere  with  the  main  chip,  which  is 
taken  by  the  left  side  of  the  tool. 


USING  THE  THREAD-CUTTING  STOP 

Because  of  the  lost  motion  caused  by  the  play 
necessary  for  smooth  operation  of  the  change 
gears,  lead  screw,  half-nuts,  and  so  forth,  you 
must  withdraw  the  thread-cutting  tool  quickly  at 
the  end  of  each  cut.  If  you  do  not  withdraw  the 
tool  quickly  the  point  of  the  tool  will  dig  into  the 
thread  and  may  break  off. 

To  reset  the  tool  accurately  for  each  successive 
cut  and  to  regulate  the  depth  of  the  chip,  use  the 
thread-cutting  stop. 

First,  set  the  point  of  the  tool  so  that  it  just 
touches  the  work,  then  lock  the  thread-cutting 
stop  by  turning  the  thread-cutting  stop  screw  A 


DIRECTION  OF 
FEED 


B 


28.150X 


(fig.  9-20)  until  the  shoulder  is  tight  against  stop 
B  (fig.  9-20).  When  you  are  ready  to  take  the  first 
chip,  run  the  tool  rest  back  by  turning  the 
crossfeed  screw  to  the  left  several  times,  and  move 
the  tool  to  the  point  where  the  thread  is  to  start. 
Then,  turn  the  crossfeed  screw  to  the  right  until 
the  thread-cutting  stop  screw  strikes  the  thread- 
cutting  stop.  The  tool  is  now  in  the  original 
position.  By  turning  the  compound  rest  feed  screw 
in  0.002  inch  or  0.003  inch,  you  will  have  the  tool 
in  a  position  to  take  the  first  cut. 

For  each  successive  cut  after  returning  the 
carriage  to  its  starting  point,  you  can  reset  the  tool 
accurately  to  its  previous  position.  Turn  the 
crossfeed  screw  to  the  right  until  the  shoulder  of 
screw  A  strikes  stop  B.  Then,  you  can  regulate 
the  depth  of  the  next  cut  by  adjusting  the 
compound  rest  feed  screw  as  it  was  for  the  first 
chip. 

For  cutting  an  internal  thread,  set  the 
adjustable  thread-cutting  stop  with  the  head  of 
the  adjusting  screw  on  the  inside  of  the  stop. 
Withdraw  the  tool  by  moving  it  toward  the  center 
or  axis  of  the  lathe. 

You  can  use  the  micrometer  collar  on  the 
crossfeed  screw  in  place  of  the  thread-cutting  stop, 
if  you  desire.  To  do  this,  first  bring  the  point  of 
the  threading  tool  up  so  that  it  just  touches  the 
work;  then  adjust  the  micrometer  collar  on  the 
crossfeed  screw  to  zero.  Make  all  adjustments  for 
obtaining  the  desired  depth  of  cut  with  the 
compound  rest  screw.  Withdraw  the  tool  at  the 
end  of  each  cut  by  turning  the  crossfeed  screw  to 
the  right  one  turn,  stopping  at  zero.  You  can  then 
adjust  the  compound  rest  feed  screw  for  any 
desired  depth. 


MICROMETER 
COLLAR 


ENGAGING  THE  THREAD 
FEED  MECHANISM 

When  cutting  threads  on  a  lathe,  clamp  the 
half-nuts  over  the  lead  screw  to  engage  the 
threading  feed  and  release  the  half  nut  lever  at 
the  end  of  the  cut  by  means  of  the  threading  lever. 
Use  the  threading  dial  (discussed  in  chapter  7  and 
illustrated  in  fig.  7-37)  to  determine  when  to 
engage  the  half-nuts  so  the  cutting  tool  will  follow 
the  same  path  during  each  cut.  When  an  index 
mark  on  the  threading  dial  aligns  with  the  witness 
mark  on  its  housing,  engage  the  half-nuts.  For 
some  thread  pitches  you  can  engage  the  half-nuts 
only  when  certain  index  marks  are  aligned  with 
the  witness  mark.  On  most  lathes  you  can  engage 
the  half -nuts  as  follows: 

For  all  even-numbered  threads  per  inch,  close 
the  half -nuts  at  any  line  on  the  dial. 

For  all  odd-numbered  threads  per  inch,  close 
the  half-nuts  at  any  numbered  line  on  the  dial. 

For  all  threads  involving  one-half  of  a  thread 
in  each  inch,  such  all  1/2,  close  the  half-nuts 
at  any  odd-numbered  line. 

CUTTING  THE  THREAD 

After  setting  up  the  lathe,  as  explained 
previously,  take  a  very  light  trial  cut  just  deep 
enough  to  scribe  a  line  on  the  surface  of  the  work, 
as  shown  in  A  of  figure  9-21 .  The  purpose  of  this 
trial  cut  is  to  be  sure  that  the  lathe  is  arranged 
for  cutting  the  desired  pitch  of  thread. 

To  check  the  number  of  threads  per  inch, 
place  a  rule  against  the  work,  as  shown  in  B  of 
figure  9-21,  so  that  the  end  of  the  rule  rests  on 
the  point  of  a  thread  or  on  one  of  the  scribed  lines. 
Count  the  scribed  lines  between  the  end  of  the  rule 


)-CUTTING 
STOP 


B 


28.151X 

•  M  *-.     ji4sxw%     M«sv»M****l     j-vwft 


28.152X 


and  the  first  inch  mark.  This  will  give  the  number 
of  threads  per  inch. 

It  is  quite  difficult  to  accurately  count  fine 
pitches  of  screw  threads.  A  screw  pitch  gauge, 
used  as  illustrated  in  figure  9-22,  is  very 
convenient  for  checking  the  finer  screw  threads. 
The  gauge  consists  of  a  number  of  sheet  metal 
plates  in  which  are  cut  the  exact  forms  of  threads 
of  the  various  pitches;  each  plate  is  stamped  with 
a  number  indicating  the  number  of  threads  per 
inch  for  which  it  is  to  be  used. 

LUBRICANTS  FOR  CUTTING 
THREADS 

To  produce  a  smooth  thread  in  steel,  use  lard 
oil  as  a  lubricant.  If  you  do  not  use  oil,  the 
cutting  tool  will  tear  the  steel,  and  the  finish  will 
be  very  rough. 

If  lard  oil  is  unavailable,  use  any  good 
cutting  oil  or  machine  oil.  If  you  experience 
trouble  in  producing  a  smooth  thread,  add  a 
little  powdered  sulfur  to  the  oil. 


Apply  the  oil  generously  before  each  cut.  A 
small  paint  brush  is  ideal  for  applying  the  oil  when 
you  cut  external  screw  threads.  Since  lard  oil  is 
quite  expensive,  many  machinists  place  a  small 
tray  or  cup  just  below  the  cutting  tool  on  the  lathe 
cross  slide  to  catch  the  surplus  oil  that  drips  off 
the  work. 

RESETTING  THE  TOOL  OR  PICKING 
UP  THE  EXISTING  THREAD 

If  the  thread-cutting  tool  needs  resharpening 
or  gets  out  of  alignment  or  if  you  are  chasing  the 
threads  on  a  previously  threaded  piece,  you  must 
reset  the  tool  so  it  will  follow  the  original  thread 
groove.  To  reset  the  tool,  you  may  (1)  use  the 
compound  rest  feed  screw  and  crossfeed  screw  to 
jockey  the  tool  to  the  proper  position,  (2) 
disengage  the  change  gears  and  turn  the  spindle 
until  the  tool  is  positioned  properly,  or  (3)  loosen 
the  lathe  dog  (if  used)  and  turn  the  work  until  the 
tool  is  in  proper  position  in  the  thread  groove. 
Regardless  of  which  method  you  use,  you  will 
usually  have  to  reset  the  micrometer  collars  on 
the  crossfeed  screw  and  the  compound  rest  screw. 

Before  adjusting  the  tool  in  the  groove,  use 
the  appropriate  thread  gauge  to  set  the  tool  square 
with  the  workpiece.  Then  with  the  tool  a  few 
thousandths  of  an  inch  away  from  the  workpiece, 
start  the  machine  and  engage  the  threading 
mechanism.  When  the  tool  has  moved  to  a 
position  near  the  groove  into  which  you  plan  to 
put  the  tool,  such  as  that  shown  by  the  solid  tool 
in  figure  9-23,  stop  the  lathe  without  disengaging 
the  thread  mechanism. 

To  reset  the  cutting  tool  into  the  groove,  you 
will  probably  use  the  compound  rest  and  crossfeed 
positioning  method.  By  adjusting  the  compound 
rest  slide  forward  or  backward,  you  can  move  the 
tool  laterally  to  the  axis  of  the  work  as  well  as 
toward  or  away  from  the  work.  When  the  point 
of  the  tool  coincides  with  the  original  thread 


¥Tiaiir0  QJJ.1  _ 


nifrh 


28.153  28.154X 

Fianre  0.1.1. — Tool  must  hp  reset  tn  nrioinfil  ornnvp. 


groove  (phantom  view  of  the  tool  in  fig.  9-23), 
use  the  crossfeed  screw  to  bring  the  tool  point 
directly  into  the  groove.  When  you  get  a  good  fit 
between  the  cutting  tool  and  the  thread  groove, 
set  the  micrometer  collar  on  the  crossfeed  screw 
on  zero  and  set  the  micrometer  collar  on  the 
compound  rest  feed  screw  to  the  depth  of  cut 
previously  taken. 

NOTE:  Be  sure  that  the  thread  mechanism  is 
engaged  and  the  tool  is  set  square  with  the  work 
before  adjusting  the  position  of  the  tool  along  the 
axis  of  the  workpiece. 

If  it  is  inconvenient  to  use  the  compound  rest 
for  readjusting  the  threading  tool,  loosen  the  lathe 
dog  (if  used);  turn  the  work  so  that  the  threading 
tool  will  match  the  groove,  and  tighten  the  lathe 
dog.  If  possible,  however,  avoid  doing  this. 

Another  method,  which  is  sometimes  used,  is 
to  disengage  the  reverse  gears  or  the  change  gears; 
turn  the  headstock  spindle  until  the  point  of  the 
threading  tool  enters  the  groove  in  the  work,  and 
then  reengage  the  gears. 


as  the  lathe  must  be  run  very  slowly  to  obtain 
satisfactory  results  with  the  drilled  hole. 


LEFT-HAND  SCREW  THREADS 

A  left-hand  screw  (fig.  9-25)  turns  counter- 
clockwise when  advancing  (looking  at  the  head 
of  the  screw),  or  just  the  opposite  to  a  right-hand 
screw.  Left-hand  threads  are  used  for  the 
crossfeed  screws  of  lathes,  the  left-hand  end  of 
axles,  one  end  of  a  turnbuckle,  or  wherever  an 
opposite  thread  is  desired. 

The  directions  for  cutting  a  left-hand  thread 
on  a  lathe  are  the  same  as  those  for  cutting  a  right- 
hand  thread,  except  that  you  swivel  the  compound 
rest  to  the  left  instead  of  to  the  right.  Figure  9-26 
shows  the  correct  position  for  the  compound  rest. 
The  direction  of  travel  for  the  tool  differs  from 
a  right-hand  thread  in  that  it  moves  toward  the 
tailstock  as  the  thread  is  being  cut. 

Before  starting  to  cut  a  left-hand  thread,  it  is 
good  practice,  if  feasible,  to  cut  a  neck  or  groove 
into  the  workpiece.  (See  fig.  9-25).  Such  a  groove 


FINISHING  THE  END 
OF  A  THREADED  PIECE 

The  end  of  a  thread  may  be  finished  by  any 
one  of  several  methods.  The  45  °  chamfer  on  the 
end  of  a  thread,  as  shown  in  A  of  figure  9-24, 
is  commonly  used  for  bolts  and  capscrews.  For 
machined  parts  and  special  screws,  the  end  is  often 
finished  by  rounding  it  with  a  forming  tool,  as 
shown  in  B  of  figure  9-24. 

It  is  difficult  to  stop  the  threading  tool 
abruptly,  so  some  provision  is  usually  made  for 
clearance  at  the  end  of  the  cut.  In  A  of  figure  9-24, 
a  hole  has  been  drilled  at  the  end  of  the  thread; 
in  B  of  figure  9-24,  a  neck  or  groove  has  been 
cut  around  the  shaft.  The  groove  is  preferable, 


FINISHING  END  OF  THREAD 
WITH  45°  CHAMFER 


FINISHING    END  OF    THREAD 
WITH  FORM  TOOL 


28.155X 
Figure  9-24.— Finishing  the     d  of  a  threaded  piece. 


28.156X 


Figure  9-25. — A  left-hand  screw  thread. 


DIRECTION    OF  TOOL  TRAVEL 


Figure  9-26. — Setup  for  left-hand  external  threads. 


enables  you  to  run  the  tool  in  for  each  pass,  as 
you  do  for  a  right-hand  thread. 

Make  the  final  check  for  both  diameter  and 
pitch  of  the  thread,  whether  right-hand  or  left- 
hand,  with  the  nut  that  is  to  be  used,  or  with  a 
ring  thread  gauge  if  one  is  available.  The  nut 
should  fit  snugly  without  play  or  shake  but  should 
not  bind  on  the  thread  at  any  point. 


MULTIPLE  SCREW  THREADS 

A  multiple  thread,  as  shown  in  figure  9-27, 
is  a  combination  of  two  or  more  threads,  parallel 
to  each  other,  progressing  around  the  surface 
into  which  they  are  cut.  If  a  single  thread  is 
thought  of  as  taking  the  form  of  a  helix,  that  is 
of  a  string  or  cord  wrapped  around  a  cylinder, 
a  multiple  thread  may  be  thought  of  as  several 
cords  lying  side  by  side  and  wrapped  around  a 
cylinder.  There  may  be  any  number  of  threads, 
and  they  start  at  equally  spaced  intervals  around 
the  cylinder.  Multiple  threads  are  used  when  rapid 
movement  of  the  nut  or  other  attached  parts  is 
desired  and  when  weakening  of  the  thread  must 
be  avoided.  A  single  thread  having  the  same  lead 
as  a  multiple  thread  would  be  very  deep  compared 
to  the  multiple  thread.  The  depth  of  the  thread 
is  calculated  according  to  the  pitch  of  the  thread. 

The  tool  selected  for  cutting  multiple  threads 
has  the  same  shape  as  that  of  the  thread  to  be  cut 
and  is  similar  to  the  tool  used  for  cutting  a  single 
thread  except  that  greater  side  clearance  is 
necessary.  The  helix  angle  of  the  thread  increases 
as  the  number  of  threads  increases.  The  general 
method  for  cutting  multiple  threads  is  about  the 
same  as  for  single  screw  threads,  except  that  the 
lathe  gearing  must  be  based  on  the  lead  of  the 
thread  (number  of  single  threads  per  inch),  and 
not  the  pitch,  as  shown  in  figure  9-27.  Provisions 
must  also  be  made  to  obtain  the  correct  spacing 


of  the  different  thread  grooves.  You  can  get  the 
proper  spacing  by  using  the  thread-chasing  dial, 
setting  the  compound  rest  parallel  to  the  ways, 
using  a  faceplate,  or  using  the  change  gear  box 
mechanism. 

The  use  of  the  thread-chasing  dial  (fig.  9-28) 
is  the  most  desirable  method  for  cutting  60°  multi- 
ple threads.  With  each  setting  for  depth  of  cut 
with  the  compound,  you  can  take  successive  cuts 
on  each  of  the  multiple  threads  so  that  you  can 
use  thread  micrometers. 

To  determine  the  possibility  of  using  the 
thread-chasing  dial,  first  find  out  if  the  lathe  can 
be  geared  to  cut  a  thread  identical  to  one  of  the 
multiple  threads.  For  example,  if  you  want  to  cut 
10  threads  per  inch,  double  threaded,  divide  the 
number  of  threads  per  inch  (10)  by  the  multiple 
(2)  to  get  the  number  of  single  threads  per  inch 
(5).  Then  gear  the  lathe  for  5  threads  per  inch. 

To  use  the  thread-chasing  dial  on  a  specific 
machine,  refer  to  instructions  usually  found 
attached  to  the  lathe  apron.  To  cut  5  threads  per 
inch,  on  most  lathes,  engage  the  half -nut  at  any 
numbered  line  on  the  dial,  such  as  points  1  and 
2  shown  in  figure  9-28.  The  second  groove  of  a 
double  thread  lies  in  the  middle  of  the  flat 
surface  between  the  grooves  of  the  first  thread. 
Engage  the  half -nut  to  begin  cutting  the  second 
thread  when  an  unnumbered  line  passes  the 
index  mark,  as  shown  in  figure  9-28.  To  ensure 
that  you  cut  each  thread  to  the  same  depth,  engage 
the  half-nut  first  at  one  of  the  numbered  positions 
and  cut  in  the  first  groove.  Then  engage  the  half 
nut  at  an  unnumbered  position  so  that  alternate 


BEGIN    THREAD 
NUMBER    1 


BEGIN    THREAD 
NUMBER    2 


FOR  FIRST  THREAD,  SPIIT 
NUT  CLOSED  AT  POINT  "l" 


FOR  SECOND  THREAD,  SFLIT 
NUT  CLOSED  AT  POINT  ~2* 


SINGLE  THREAD     DOUBLE  THREAD    TRIPLE  THREAD 


TOOL  IN  LINE 
FOR  FIRST  THREAD 


TOOL  IN  LINE  FOR 
SECOND  THREAD 


Figure  9-27. — Comparison  of  single  and   multiple-lead 
threads. 


Figure  9-28.— Cutting  multiple  threads  using  the  thread- 
chasing  dial. 


cuts  bring  both  thread  grooves  down  to  size 
together.  To  cut  a  multiple  thread  with  an  even 
number  of  threads,  first  use  the  thread-chasing 
dial  to  cut  the  first  thread.  Then  use  one  of  the 
other  multiple  thread  cutting  procedures  to  cut 
the  second  thread. 

Cutting  of  multiple  threads  by  positioning  the 
compound  rest  parallel  to  the  ways  should  be 
limited  to  square  and  Acme  threads.  To  use  this 
method,  set  the  compound  rest  parallel  to  the 
ways  of  the  lathe  and  cut  the  first  thread  to  the 
finished  size.  Then  feed  the  compound  rest  and 
tool  forward,  parallel  to  the  thread  axis  a  distance 
equal  to  the  pitch  of  the  thread  and  cut  the  next 
thread. 

The  faceplate  method  of  cutting  multiple 
threads  involves  changing  the  position  of  the  work 
between  centers  for  each  groove  of  the  multiple 
thread.  One  method  is  to  cut  the  first  thread 
groove  in  the  conventional  manner.  Then,  remove 
the  work  from  between  centers  and  replace  it  bet- 
ween centers  so  the  tail  of  the  dog  is  in  another 
slot  of  the  drive  plate,  as  shown  in  figure  9-29. 
Two  slots  are  necessary  for  a  double  thread,  three 
slots  for  a  triple  thread,  and  so  on.  The  number 
of  multiples  you  can  cut  by  this  method  depends 
on  the  number  of  equally  spaced  slots  there  are 
in  the  drive  plate.  There  are  special  drive  or 
index  plates  available,  so  that  you  can  accurately 
cut  a  wide  range  of  multiples  by  this  method. 

Another  method  of  cutting  multiple  threads 
is  to  disengage  either  the  stud  gear  or  the  spindle 
gear  from  the  gear  train  in  the  end  of  the  lathe 
after  you  cut  a  thread  groove.  Then  turn  the  work 
and  the  spindle  the  required  part  of  a  revolution, 
and  reengage  the  gears  for  cutting  the  next  thread. 
If  you  are  to  cut  a  double  thread  on  a  lathe  that 
has  a  40-tooth  gear  on  the  spindle,  cut  the  first 
thread  groove  in  the  ordinary  manner.  Then  mark 


one  of  the  teeth  on  the  spindle  gear  that  meshes 
with  the  next  driven  gear.  Carry  the  mark  onto 
the  driven  gear,  in  this  case  the  reversing  gear. 
Also  mark  the  tooth  diametrically  opposite  the 
marked  spindle  gear  tooth  (the  20th  tooth  of  the 
40-tooth  gear).  Count  the  tooth  next  to  the 
marked  tooth  as  tooth  number  one.  Then 
disengage  the  gears  by  placing  the  tumbler 
(reversing)  gears  in  the  neutral  position,  turn  the 
spindle  one-half  revolution  or  20  teeth  on  the 
spindle  gear,  and  reengage  the  gear  train.  You 
may  index  the  stud  gear  as  well  as  the  spindle  gear. 
If  the  ratio  between  the  spindle  and  stud  gears  is 


B 


28.158X 
Figure  9-30. — Cutting  thread  on  tapered  work. 


DOG  REVOLVED  180° 
FOR  DOUBLE  THREAD 


Figure  9-29.— Use  of  face  plate. 


not  1  to  1 ,  you  will  have  to  give  the  stud  gear  a 
proportional  turn,  depending  upon  the  gearing 
ratio.  The  method  of  indexing  the  stud  or 
spindle  gears  is  possible  only  when  you  can  evenly 
divide  the  number  of  teeth  in  the  gear  indexed  by 
the  multiple  desired.  Some  lathe  machines  have 
a  sliding  sector  gear  that  you  can  readily  insert 
into  or  remove  from  the  gear  train  by  shifting  a 
lever.  Graduations  on  the  end  of  the  spindle  show 
when  to  disengage  and  to  reengage  the  sector  gear 
for  cutting  various  multiples. 

THREADS  ON  TAPERED  WORK 

Use  the  taper  attachment  when  you  cut  a 
thread  on  tapered  work.  If  your  lathe  does  not 


have  a  taper  attachment,  cut  the  thread  on  tapered 
work  by  setting  over  the  tailstock.  The  setup  is 
the  same  as  for  turning  tapers. 

Part  A  of  figure  9-30  shows  the  method 
of  setting  the  threading  tool  with  the  thread 
gauge  when  you  use  the  taper  attachment. 
Part  B  of  figure  9-30  shows  the  same 
operation  for  using  the  tailstock  setover 
method. 

Note  that  in  both  methods  illustrated  in 
figure  9-30,  you  set  the  threading  tool  square  with 
the  axis  by  placing  the  center  gauge  on  the  straight 
part  of  the  work,  NOT  on  the  tapered  section. 
This  is  very  important. 


CHAPTER  10 

TURRET  LATHES  AND 
TURRET  LATHE  OPERATIONS 


Horizontal  and  vertical  turret  lathes  are 
generally  used  to  produce  several  identical 
workpieces.  Because  turret  lathes  are  designed  for 
production  work,  they  have  many  automatic 
features  that  are  not  found  on  engine  lathes.  For 
greatest  efficiency,  a  turret  lathe  must  be  set  up 
so  the  operator  can  perform  the  machining  steps 
with  a  minimum  amount  of  control. 

In  this  chapter  we  shall  discuss  turret  lathes 
and  some  of  the  important  factors  in  the  tooling 
setup. 


•  NEVER    completely    trust   the    auto- 
matic stops  on  a  turret  lathe.  Be  alert  at  all 
times  to  the  progress  and  movement  of  the  cutting 
tool(s). 

•  NEVER  exceed  the  recommended  depth  of 
cut,  cutting  speeds,  and  feeds. 

•  Before  starting  a  vertical  turret  lathe, 
always  be  alert  for  tools,  clamping  devices,  or 
other  materials  adrift  on  the  lathe  table. 


TURRET  LATHE  SAFETY 

Before  learning  to  operate  a  turret  lathe,  you 
must  realize  the  importance  of  observing  safety 
precautions.  As  in  all  machine  operations, 
you  have  one  guideline:  SAFETY  FIRST, 
ACCURACY  SECOND,  AND  SPEED  LAST. 
The  safety  precautions  listed  in  chapter  8  for 
engine  lathes  apply  also  to  turret  lathes.  Listed 
below  are  additional  safety  precautions  that  you 
must  observe  to  safely  operate  both  horizontal 
and  vertical  turret  lathes. 

•  Do  NOT  use  a  turret  lathe  that  you  are  not 
authorized  and  fully  qualified  to  operate. 

@  Wear  goggles  or  a  face  shield  whenever  you 
operate  a  turret  lathe. 

•  Be  sure  that  long  stock  extending  from 
the    turret   lathe    is    properly    guarded    and 
supported. 

•  Be    aware    of   tools   mounted    on   the 
turret  heads.  If  you  are  not  careful  they  will 
strike  you  when  the  turrets  rotate  to  a  new 
station. 


HORIZONTAL  TURRET  LATHES 

The  horizontal  turret  lathe  is  a  modification 
of  the  engine  lathe.  The  biggest  difference  is 
that  the  turret  lathe  has  two  multifaced  tool- 
holders.  One  toolholder  (or  turret  head,  as  it  is 
called)  is  located  where  the  tailstock  is  on  an 
engine  lathe.  In  a  typical  turret  lathe,  the 
turret  head  has  six  faces,  on  each  of  which 
can  be  fastened  various  single  tools  or  groups 
of  cutting  tools.  The  other  turret  toolholder 
(usually  square  and  therefore  called  the  square 
turret)  is  mounted  on  a  cross  slide  found  on 
an  engine  lathe.  A  typical  cross  slide  turret 
can  hold  one  cutting  tool  on  each  face.  However, 
some  types  can  mount  two  or  more  tools  on  one 
face.  Each  turret  rotates  about  an  upright 
axis.  Thus,  if  you  mount  the  proper  cutting 
tools  on  the  turrets,  you  can  do  several  different 
machining  operations  in  rapid  sequence  by  merely 
rotating  another  tool  or  set  of  tools  into  position 
for  feeding  into  the  work.  Moreover,  you  can  do 
simultaneous  machining  operations.  For  instance, 
on  a  particular  job,  the  cross  slide  turret  tool 
may  be  taking  an  external  cut  on  the  workpiece 
while  a  tail-mounted  tool  on  the  turret  head  is 
performing  an  internal  machining  operation  on 
the  piece,  such  as  boring,  reaming,  drilling,  or 
tapping. 


10-1 


Figure  10-1. — Bar  machine. 


CLASSIFICATION  OF  HORIZONTAL 
TURRET  LATHES 

Figures  10-1  and  10-2  show  two  types  of 
horizontal  turret  lathes,  the  bar  machine  and  the 
chucking  machine.  One  main  difference  between 
the  two  is  the  size  and  shape  of  the  work  they  will 
machine.  Bar  machines  are  used  for  making  parts 
out  of  bar  stock  or  for  machining  castings  or 
forgings  of  a  size  and  shape  similar  to  bar  stock. 
(Note  that  the  bar  machine  (fig.  10-1)  has  a  stock 
feed  attachment.)  Chucking  machines  are  used  for 


28.159 


A-BAR  TURNING  SETUP 


28.160 


Figure  10-2.— Chucking  machine. 


B-CHUCK1NG  SETUP 

Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.161X 
Figure  10-3. — Hexagonal  turret  turning  tool  setups. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.342X 


Figure  10-4. — Ram  type  bar  machine. 


machining  castings,  forgings,  and  cut  bar  stock 
that  must  be  held  in  a  chuck  or  fixture  because 
of  their  large  size  or  odd  shape.  The  other  main 
difference  between  bar  and  chucking  machines  is 
in  the  types  of  turning  tools  and  holders  used  with 
the  machines. 

Since  the  bar  machine  is  designed  to  machine 
pieces  that  have  a  relatively  small  cross  section, 
its  hexagonal  turret  turning  tools  must  be  able  to 
support  the  work  during  cutting;  otherwise,  the 
workpiece  will  very  likely  bend  away  from  the 
cutting  tool. 

The  stock  material  which  the  chucking 
lathe  is  designed  to  machine  is  usually  rigid 
enough  to  withstand  heavy  cutting  forces 
without  support.  Figure  10-3  illustrates  the 
difference  between  a  bar  setup  and  chucking 
setup  for  a  hexagonal  turret. 

Bar  machines  and  chucking  machines  may  be 
either  the  ram  type  (fig.  10-4)  or  the  saddle  type 
(fig.  10-5).  On  the  ram  type,  the  turret  head  is 


mounted  on  a  ram  slide,  which  you  can  move 
longitudinally  on  a  saddle  that  is  clamped  to  the 
bedways  of  the  machine.  The  ram  has  both 
hand  and  power  longitudinal  feeds.  To  make 
adjustments,  you  must  manually  move  the 
saddle,  on  which  the  ram  is  mounted,  along  the 
bedways.  The  stroke  of  the  ram  is  relatively  short. 
For  this  reason,  the  ram  type  is  not  used  for 
working  material  that  requires  longitudinal 
machining  with  hexagonal  turret-held  tools. 

The  saddle  type  lathe  has  the  turret  head 
mounted  directly  on  the  saddle  which,  with  its 
apron  or  gear  box,  moves  back  and  forth  on  the 
bedways.  The  length  of  the  longitudinal  cut  you 
can  make  with  a  hexagonal  turret-held  tool  is 
limited  only  by  the  length  of  the  bedways. 

Hexagonal  turrets  found  on  board  ship  do  not 
normally  have  cross  feed.  However,  cross  feed  is 
available  on  some  saddle  type  lathes.  An  example 
of  a  cross-sliding  hexagonal  turret  is  shown  in 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.343X 


Figure  10-5. — Saddle  type  chucking  machine. 


figure  10-5.  The  small  handwheel  just  to  the  left 
of  the  large  saddle  hand  feed  wheel  controls  the 
manual  crossfeed.  There  are  levers  for  engaging 
power  feed.  The  hexagonal  turret  realigns  with 
the  spindle  axis  when  the  cross  slide  is  returned 
to  its  starting  position. 

Standard  toolholders  are  used  to  provide  cross 
feed  for  the  ram  type  and  the  fixed  center  turret 
saddle  type. 


COMPONENTS 

Many  of  the  components  of  turret  lathes 
are  similar  to  those  of  engine  lathes.  We 
will  discuss  only  the  main  components  of 
the  turret  lathe  that  differ  in  principle  of 
operation  from  the  engine  lathe  components. 
If  you  clearly  understand  the  construction 
and  functions  of  an  engine  lathe,  you  will  have 
little  difficulty  in  learning  the  construction  and 
functions  of  turret  lathes. 


Headstock 

The  first  important  unit  of  any  turret  lathe  is 
the  headstock.  Many  lathes  have  a  multiple-speed 


motor  coupled  directly  to  the  spindle.  Others 
have  all-geared  heads,  which  provide  an  even 
wider  range  of  spindle  or  chuck  speeds.  The  all- 
geared  heads  come  in  a  variety  of  designs,  each 
having  a  different  number  of  speeds  and  a  dif- 
ferent method  of  selecting  and  changing  the 
speeds.  Some  models  have  a  preselector  that  lets 
you  set  up  the  different  speeds  you  will  need  for 
a  job  before  you  begin.  On  these  machines,  speed 
changes  are  made  through  a  minimum  number  of 
rapid  changes  without  interfering  with  the  timing 
of  the  operation. 


Feed  Train 

The  feed  train  of  a  turret  lathe  (fig.  10-6) 
transmits  power  from  the  spindle  of  the  machine 
to  both  the  cross  slide  and  the  hexagonal 
turret.  The  feed  train  consists  of  a  head  end 
gear  box,  a  feed  shaft,  a  square  turret  carriage 
apron  or  gear  box,  and  a  hexagonal  turret  apron 
or  gear  box. 

The  number  of  different  feeds  varies, 
depending  upon  the  size  and  model  of  the 
machine.  On  any  machine,  first  select  a  range  of 
feeds  by  shifting  or  changing  the  gears  in  the  head 


SQUARE    TURRET 
APRON   (GEAR  BOX) 


FEED 

SHAFT 

HEXAGONAL    TURRET 
APRON    (GEAR  BOX) 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.165X 


Figure  10-6.— Saddle  type  turret  lathe  feed  train. 


end  gear  box.  Then  shift  the  levers  in  the  aprons 
to  select  the  desired  feed. 

Feed  Trips  and  Stops 

To  save  time  in  making  a  number  of  duplicate 
parts,  many  horizontal  turret  lathes  have  feed  trips 
and  positive  stops  on  the  cross  slide  unit  and  the 
hexagonal  turret  unit  saddle  or  ram  which,  when 
set,  eliminate  the  need  for  measuring  each  piece. 

A  6-station  stop  roll  (fig.  10-7)  in  the  carriage 
and  an  adjustable  stop  rod  in  the  head  bracket 
allow  for  duplicating  sizes  cut  with  a  longitudinal 
movement  of  the  cross  slide  carriage.  Stop  screws 
in  the  stop  roll  let  you  set  the  cutoff  for  any 
particular  operation,  and  a  master  adjusting  screw 
in  the  end  of  the  stop  rod  lets  you  make  an  overall 
setup  adjustment  without  disturbing  the  individual 
stop  screws.  The  dial  clips  shown  in  figure  10-7 
are  used  as  a  reference  for  accurately  sizing  a  piece 
by  hand  feed  after  the  power  crossfeed  has  been 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.166X 

Figure  10-7.— Typical  longitudinal  feed  stop  arrangement 
for  cross  slide. 


knocked  off  by  the  crossfeed  trips  shown  in 
figure  10-8. 

Turret  stop  screws  on  the  ram  type  machine 
are  mounted  in  a  stop  roll  (fig.  10-9)  carried  in 
the  other  end  of  the  turret  slide.  The  screw  in  the 
lowest  position  of  the  stop  roll  controls  the  travel 
of  the  working  face  of  the  turret.  The  stop  roll 
is  connected  to  the  turret  so  that  when  a  particular 
face  of  the  turret  is  positioned  for  work,  its  mating 
stop  screw  is  automatically  brought  into  the 
correct  position. 

To  set  the  hexagonal  turret  stops  on  ram  type 
machines: 


1 .  Run  a  cut  from  the  turret  to  get  the  desired 
dimensions  and  length. 

2.  Stop  the  spindle,  engage  the  feed  lever,  and 
clamp  the  turret  slide. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.168X 

Figure  10-9. — Hexagonal  turret  feed-stop  roll  on  a  ram  type 
machine. 


3.  Turn  the  stop  screw  in  until  the  feed  knocks 
off;  then  continue  turning  the  screw  in  until  it  hits 
the  dead  stop. 

On  saddle  type  machines,  the  stop  roll  for  the 
hexagonal  turret  is  located  under  the  saddle  and 


Photo  courtesy  of  the  Warner  <&  Swasey  Company,  Solon,  Ohio 


between  the  ways  (fig.  10-10).  The  stop  roll  does 
not  move  endwise;  it  automatically  rotates  as  the 
turret  revolves.  To  set  the  stops: 

1.  Move  all  the  dogs  back  to  the  other  end  of 
the  roll,  where  they  will  be  in  a  convenient 
position.  Selected  a  turret  face  and  allow  the 
master  stop  to  engage  the  loosened  stop  dog  After 
you  take  the  trial  cut,  the  stop  dog  will  slide  ahead 
of  the  master  stop. 

2.  After  you  have  taken  the  proper  length  of 
cut,  stop  the  spindle,  engage  the  longitudinal  feed 
lever  and  clamp  the  saddle.  Then,  adjust  the  stop 
dog  to  the  nearest  locking  position  with  the  screw 


Photo  courtesy  of  the  Warner  &  Swsey  Company.  Solon,  Ohio 


Figure  lO-lO.-Hexagonal  turret  feed  stops  on  a  saddle  type 
machine. 


nearest  the  master  stop.  When  the  end  of  the  dog 
is  flush  with  the  edge  of  a  locking  groove  on  the 
stop  roll,  the  locking  screw  nearest  the  master  stop 
will  line  up  automatically  with  the  next  locking 
groove.  5 

3.  Screw  down  the  first  lock  screw,  at  the 
same  time  pressing  the  stop  dog  toward  the  head 
end  of  the  machine. 

4.  Screw  down  the  second  lock  screw  and  then 
adjust  the  stop  screw  until  it  moves  the  master 
stop  back  to  a  point  where  the  feed  lever  knocks 
off.  Then  tighten  the  center  screw  to  bind  the  stop 
in  position.  p 

Threading  Mechanisms 

There  are  several  different  methods  for 
producing  screw  threads  on  a  turret  lathe  The 
most  common  method  is  to  use  taps  and  dies 
attached  to  the  hexagon  turret.  The  design  and 
proper  use  of  these  tools  will  be  covered  later  in 

J£?  tnhf{f  n    A   thread    chasinS    attachment 
(tig.  10-11)  allows  the  machining  of  screw  threads 
on  a  surface  up  to  about  7  inches  long.  There  are 
two  major  parts  to  this  attachment.  The  leader 
is  a  hollow  cylindrical  shaft  that  clamps  over  the 
feed  rod  of  the  turret  lathe.  You  can  position  it 
anywhere  along  the  feed  rod  for  alignment  with 
the  surface  requiring  threads.  The  follower  is  a 
halt-nut  type  arrangement,  similar  to  that  on  an 
engine  lathe.  It  is  bolted  to  the  carriage  and 
engaged  over  the  threaded  part  of  the  leader 
Disengagement  is  either  manual  or  automatic 
depending  on  the  model.  This  attachment  can 
normally  be  installed  on  existing  equipment.  An 
attachment  that  requires  factory  installation  is  the 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


lead  screw  threading  attachment.  This  attachment 
gives  the  turret  lathe  the  same  threading  capability 
as  an  engine  lathe.  A  lead  screw  extends  the  work- 
ing length  of  the  lathe  to  allow  for  threading  long 
workpieces.  A  quick-change  gear  box  on  the  head- 
stock  end  of  the  lathe  provides  for  a  wide  and 
rapid  selection  of  a  number  of  threads  per  inch. 

TURRET  LATHE  OPERATIONS 

Aside  from  additional  control  levers  and 
additional  automatic  features,  the  principal 
differences  between  operating  an  engine  lathe  and 
a  turret  lathe  lie  in  the  methods  of  tooling  and 


in  the  methods  of  setting  up  the  work.  In  this 
section  we  will  discuss  turret  lathe  tooling 
principles  and  methods  of  doing  typical  jobs  in 
horizontal  and  vertical  turret  lathes. 

Proper  maintenance  is  important  for  efficient 
production  on  a  turret  lathe.  Specific  maintenance 
procedures  for  a  specific  turret  lathe  are  given  in 
the  manufacturer's  technical  manual.  Before 
starting  a  lathe,  ensure  that  all  bearings  are 
lubricated  and  that  the  machine  is  clean.  Turret 
lathes  have  pressurized  lubrication  systems  and 
have  peepholes  at  strategic  points  in  the  system 
so  you  can  tell  at  a  glance  whether  oil  is  being 
circulated  to  the  areas  where  it  is  required. 


ADJUSTABLE 
CUTTER  HOLDER 


FLANGED  TOOL  HOLDER 
(LONG) 


SLIDE  TOOLS  (FLANGED  MOUNTING 


REVERSIBLE 
ADJUSTABLE  CUTTER  HOLDER 


MULTIPLE 
TURNING  HEAD 


FLOATING  REAMER  HOLDER 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

Figure  10-12.— Turret  lathe  chucking  tools.  28.345X 


Whenever  you  clean  a  lathe,  use  a  cloth  or  a  brush 
to  remove  chips.  DO  NOT  use  compressed  air. 
Compressed  air  is  likely  to  blow  foreign  matter 
into  the  precision  fitted  parts,  causing  extensive 
damage. 

TOOLING  HORIZONTAL 
TURRET  LATHES 

As  previously  mentioned,  horizontal  turret 
lathes  fall  into  two  general  classes,  the  bar 
machines  and  the  chucking  machines.  The 
principal  differences  between  the  two  classes  are 
in  the  size  and  shape  of  the  workpieces  they 


handle,  the  type  of  workholding  device,  and  the 
type  of  turning  tools  used  on  the  hexagonal 
turret.  In  the  following  paragraphs  which  describe 
workholding  devices,  grinding  and  setting  cutters, 
and  various  machining  procedures,  we  do  not 
specify  the  class  of  machine  involved,  because  it 
will  usually  be  obvious;  where  it  is  not  obvious, 
the  information  applies  to  horizontal  turret  lathes 
in  general.  The  preceding  comment  also  applies 
to  the  two  types  of  machines,  the  ram  type  and 
the  saddle  type.  Examples  of  some  of  the 
commonly  used  tools  for  a  chucking  machine  are 
shown  in  figure  10-12  and  tools  for  a  bar  machine 
in  figure  10-13. 


CENTER 
DRILLING  TOOL 


FLANGED    TOOL 
HOLDER 
I  SHORT) 


ADJUSTABLE  KNEE 
TOOL 


COMBINATION  BAR  STOP 
AND  STARTING  DRILL 


COMBINATION  TURNER 
AND  END  FORMER 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 
Figure  10-13.— Turret  lathe  bar  tools.  28.346X 


BLOCKED  OFF 
FACE 


INTERNAL 
FACE  &  FORM 


CUT  OFF 


ROUGH    TURN 


,--•  NECK 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.171X 
Figure  10-14. — Square  turret  tool  positions. 


As  a  good  turret  lathe  operator,  your  aim 
should  be  to  tool  and  operate  the  machine  to  turn 
out  a  job  as  rapidly  and  as  accurately  as  possible. 
Always  keep  in  mind  the  following  factors: 

•  Keep  the  total  time  for  a  job  at  a  minimum 
by  balancing  setup  time,  work-handling  time, 
machine-handling  time,  and  actual  cutting  time. 

•  Reduce  setup  time  by  using  universal 
equipment  and  by  arranging  the  heavier  flanged 
type  tools  in  a  logical  order. 

•  Select  proper  standard  equipment.  Use 
special  equipment  only  when  it  is  justified  by  the 
quantity  of  work  to  be  produced. 

®  Reduce  machine  handling  time  by  using  the 
right  size  machine  and  by  taking  as  many  multiple 
cuts  as  possible. 

®  Reduce  cutting  time  by  the  following 
methods:  (1)  Take  two  or  more  cuts  at  the  same 
time  from  one  tool  station,  (2)  take  cuts  from  the 
hexagonal  turret  and  the  cross  slide  at  the  same 
time,  and  (3)  increase  feeds  by  making  the  setup 
as  rigid  as  possible  by  reducing  tool  overhang  and 
using  rigid  toolholders. 


PLUNGER  HEAD          FINGER  HOLDER  JJJJJJ       SPINDLE 


HOOD 

C 
L. 


COLLET 
0 


SPRING  TYPE  PUSHOUT  COLLET 

Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.172X 


•  Never  block  off  stations  on  the  square 
turret  (See  fig.  10-14). 

•  Keep  the  distance  that  each  tool  projects 
from  the  hex  turret  as  equal  as  possible.  This  will 
minimize  the  length  of  travel  required  to  retract 
each  tool  for  indexing  to  the  next  one. 


Holding  the  Work 

Horizontal  turret  lathes  are  generally  used  for 
turning  out  duplicate  machine  parts  rapidly  in 
quantity.  The  workholding  device  must  allow  you 
to  quickly  place  stock  material  in  the  machine. 
Moreover,  once  you  have  set  the  tools,  the 
workholding  device  must  be  able  to  position  and 
hold  each  succeeding  raw  workpiece  without  your 
having  to  stop  to  take  measurements  or  make 
adjustments.  (Remember:  SAFETY  FIRST, 
ACCURACY  SECOND,  SPEED  LAST.)  The 
semiautomatic  collets,  arbors,  and  chucks 
described  in  the  following  sections  are  able  to  do 
this. 

COLLETS.— The  spring-type  pushout  collet 
shown  in  figure  10-15  is  the  most  widely  used.  It 
is  made  in  different  sizes  for  use  on  bar  stock  up 
to  2  1/2  inches  in  diameter.  The  principle  upon 
which  it  works  is  as  follows:  When  you  engage 
the  feed  head  (fig.  10-15A)  to  advance  the  stock, 
you  simultaneously  loosen  the  grip  of  the  collet. 
When  the  end  of  the  bar  stock  butts  against  a 
stock  stop  mounted  on  one  face  of  the  hexagonal 
turret,  the  plunger  (Part  A  in  fig.  10-15B)  forces 
the  partially  split  tapered  end  of  collet  D  into  the 
taper  of  the  hood  C,  causing  the  collet  to  grip  the 
stock  firmly.  Your  one  simple  movement 
automatically  sets  the  stock  material  into  position 
for  machining. 


There  are  several  variations  of  the  spring-type 
collet,  but  they  all  depend  on  the  plunger  head 
principle  for  gripping  and  releasing  the  stock, 
differing  only  in  the  direction  of  taper  on  the 
collet. 

ARBORS. — For  mounting  small,  rough 
castings  or  for  mounting  workpieces  of  second 
operations,  you  will  often  use  quick-acting  arbors. 

Figure  10-16  is  an  expanding  bushing-type 
arbor.  In  this  type  arbor,  as  draw  bar  C  is  pulled 
back,  the  split  bushing  D  climbs  the  taper  of  the 
arbor  body,  expanding  to  grip  workpiece  A  tightly 
along  its  entire  length  and  at  the  same  time  forcing 
the  workpiece  against  stop  plate  B.  This  type  of 
arbor  is  suitable  for  roughing  work  or  first 
operations,  where  a  firm  grip  for  heavy  feeds  is 
more  important  than  accuracy. 

The  expanding  plug-type  arbor  (fig.  10-17) 
centers  the  workpiece  more  accurately  and  is 
usually  used  for  second  or  finishing  operations. 
In  this  type  of  arbor,  when  the  taperheaded  screw 
is  pulled  to  the  left  by  the  action  of  the  draw  bar 
C,  it  expands  the  outer  end  of  the  partially  split 
plug  D  enough  to  grip  the  workpiece  A  internally 
and  at  the  same  time  forces  the  workpiece  tightly 
against  the  stop  plate  B.  This  type  or  arbor  is  used 
for  holding  workpieces  that  have  been  bored  or 
reamed  to  size  internally,  rough  machined  to  size 
externally,  and  need  only  a  light  finishing  cut  as 
a  final  operation. 

CHUCKS.— These  workholding  devices  fall  into 
three  classes:  (1)  universal  chucks  of  the  geared 
scroll,  geared  screw,  or  box  type  that  have  three 
jaws  that  move  at  the  same  time;  (2)  independent 
chucks,  that  have  jaws  that  operate  independently; 
and  (3)  combination  chucks,  that  have  jaws  that 
may  be  operated  either  independently,  or  as  a 
group. 


B    A 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


The  2-jaw  chuck  is  used  mostly  for  holding 
small  or  irregularly  shaped  work.  The  jaw  screw 
operates  both  jaws  at  the  same  time.  Use  an 
adapter  to  attach  chuck  jaws  of  various  shapes 
to  the  master  jaws. 

The  3-jaw,  geared  scroll  chuck  is  used  more 
than  any  other  type.  With  standard  jaw  equip- 
ment, it  holds  work  of  regular  shape;  but  it  can 
be  adapted  to  hold  irregularly  shaped  work. 

Figure  10-18  shows  a  4-jaw  combination  chuck 
that  has  two-piece  master-jaw  construction  and 
an  independent  jaw  screw  between  sections.  The 
bottom  or  master  part  of  the  jaw  is  moved 
by  the  scroll,  and  the  top  part  is  moved  by  the 
independent  jaw  screw.  Chucks  of  this  type  are 
used  mostly  to  hold  irregularly  shaped  work  or 
when  a  jaw  needs  to  be  offset  from  a  true 
circle.  On  the  combination  chuck,  you  use  the 
independent  movable  jaws  to  true  the  work  in  the 
first  chuckings.  You  can  then  use  the  same  chuck 
for  second  operations  by  using  the  geared  scroll 
to  operate  the  jaws  when  gripping  on  a  finished 
diameter.  Soft  metal  (such  as  copper  shims)  is 
often  used  with  chuck  jaws  for  chucking  second 
operation  work  to  prevent  marring  the  finish  of 
the  workpiece. 

Some  machines  have  a  power  chuck  wrench 
that  you  use  with  3-jaw  chucks.  This  attachment 


lets  you  open  and  close  the  chuck  by  using  a  lever 
located  on  the  headstock.  There  is  a  control  knob 
for  adjusting  the  pressure  of  the  chuck  to  allow 
for  gripping  different  workpieces.  An  example  of 
such  an  attachment  can  be  seen  on  the  turret  lathe 
in  figure  10-5  (indicated  by  the  arrow). 

Grinding  and  Setting  Turret  Lathe  Tools 

The  angles  to  which  a  turret  lathe  tool  is 
ground  and  the  position  at  which  it  is  set  can 
change  the  angle  that  the  cutting  edge  of  the  tool 
forms  with  the  work.  The  angles  ground  and  the 
position  set  affect  the  chip  flow,  the  pressure 
exerted  on  the  tool,  and  the  amount  of  feed  and 
depth  of  cut  that  can  be  used.  Consequently, 
accurate  tool  angles  and  proper  tool  position  are 
essential  to  production  when  you  use  a  turret 
lathe. 

GRINDING. — Some  important  points  to  keep 
in  mind  when  you  grind  turret  lathe  tools  are 

•  Some  cutters  are  ground  wet;  others  are 
ground  dry.  High-speed  steel  cutters  are  usually 
ground  wet,  while  Stellite  and  carbide  cutters  are 
usually  ground  dry.  When  grinding  a  cutter  wet, 
keep  it  well-flooded  to  prevent  heating;  nothing 
will  ruin  a  cutter  quicker  than  a  wet  grinding  that 
is  partially  dry.  On  the  other  hand,  if  the  cutter 


C  (UNDERSIDE) 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.175X 


A  (TOP) 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.176X 


shuold  be  ground  dry,  do  not  dip  the  tip  in 
coolant.  Sudden  cooling  will  cause  surface  cracks, 
which  once  started  will  eventually  cause  the 
cutter  tip  to  fail. 

•  When  a  carbide-tipped  cutter  requires 
sharpening,  use  the  grinder  specified  in  your  shop 
for  that  purpose.  Grinding  wheels  suitable  for 
high-speed  steel  will  ruin  carbide  cutters. 

•  When  you  grind  a  carbide-tipped  cutter, 
always  be  sure  that  the  pressure  of  the  grinding 
is  toward  the  seat  of  the  carbide  tip  rather  than 
away  from  it. 

The  tool  angles  of  single  cutters  and  multiple 
turning  head  cutters  for  the  square  turret  and 
hexagonal  turret,  respectively,  are  quite  similar 
to  those  of  engine  lathe  tool  bits  or  turning  tools. 
But  the  cutters  themselves  are  usually  much  larger 
than  those  used  on  an  engine  lathe  because  the 
turret  lathe  is  designed  to  remove  large  quantities 
of  metal  rapidly.  Bar  turner  cutters,  or  box  tools 
as  they  are  often  called,  are  ground  in  a  different 
manner. 

Bar  turner  cutters  are  usually  held  in  a 
semi  vertical  position.  That  is,  the  cutting  edge  or 
tool  point,  which  is  located  near  the  center  of  the 
cutter  end,  points  slightly  toward  the  cut  and 
toward  the  center  of  the  work.  In  this  position, 
the  pressure  of  the  cut  is  downward  through  the 
shank  of  the  cutter. 

Bar  turner  cutters  are  ground  to  form  the  tool 
point  on  the  end  of  the  cutter,  near  the  centerline, 
somewhat  like  a  chisel  point.  The  bar  turner  cutter 
in  figure  10-19  is  in  the  position  it  would  be  held 
in  the  holder.  Normally,  in  sharpening,  you  grind 
only  angle  surface  A  (the  top).  You  hone  angle 


SMALL   CHIP 


surfaces  B  and  C  to  remove  burrs  which  result 
from  grinding  surface  A.  After  repeated  sharpen- 
ings,  angle  surfaces  B  and  C  will  become  too  small 
and  you  must  then  grind  them.  The  tool  angles 
for  a  bar  turner  cutter  are  the  same  as  those  on 
a  cross  slide  mounted  cutter,  but  they  appear  to 
be  vastly  different  because  of  the  difference  in  tool 
point  location. 

CONTROLLING  CHIPS.— You  can  control 
chips  in  one  of  two  ways:  (1)  get  the  right 
combination  of  back  and  side  rake  angles  in 
combination  with  speeds  and  feeds  or  (2)  grind 
on  the  back  rake  face  of  the  cutter  a  chip  breaker 
groove  that  will  curl  and  break  chips  into  short 
lengths.  Method  (1)  is  usually  the  best  way.  By 
changing  the  angle  slightly,  it  is  possible  to  throw 
chips  in  one  direction  or  the  other.  If  you  use 
method  (2),  start  the  chip  breaker  groove  just 
behind  the  cutting  edge;  be  careful  not  to  carry 
it  through  the  point  of  the  cutter.  A  chip  breaker 
groove  through  the  point  of  the  cutter  will  tend 
to  break  down  the  cutting  point,  produce  a  poor 
quality  of  finish,  and  may  produce  a  double  chip 
(fig.  10-20). 

SETTING  SINGLE  AND  MULTIPLE 
TURNING  CUTTERS.— To  retain  all  of  its  small 
front  clearance  angle,  a  turret  lathe  cutter  must 
be  set  in  its  holder  so  that  its  active  cutting  edge 
is  on  the  same  plane  as  the  centerline  of  the  work, 
and  not  above  center  as  tool  bits  are  often  set  in 
engine  lathe  operation.  Part  A  of  figure  10-21 
shows  a  cutter  in  the  correct  position.  This  cutter- 
workpiece  relation  is  very  important  when  the 
workpiece  diameter  is  small.  Observe  in  part  B 
of  figure  10-21  the  effect  of  raising  the  cutter 


15°     ACTUAL 

BACK     RAKE 


Figure  10-20.— Double  chip  caused  by  grinding  a  chip 
breaker  groove  too  close  to  the  cutting  edge. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.178X 
Figure  10-21. — Keep  cutters  on  center. 


above  center.  A  cutter  set  in  the  position  shown 
has  only  a  fraction  of  the  amount  of  front 
clearance  needed  under  its  cutting  lip  and  has  an 
unnecessarily  large  back  rake  angle.  On  the  other 
hand,  if  a  cutter  is  set  below  center  for  cutting 
small  diameter  work,  the  work  is  very  likely  to 
climb  the  cutter,  or  at  least  cause  violent  chatter. 

Figure  10-22  shows  how  to  set  a  square  turret 
and  a  "reach  over"  or  rear-tool  station  cutter  on 
center.  Notice  that  the  cutter  in  the  "reach  over" 
toolpost  is  inverted;  the  reason  for  this  is  that  the 
work  surface  rolls  up  from  underneath. 

In  square  turrets,  you  can  raise  or  lower  the 
cutter  to  the  correct  position  by  either  shims  or 
rockers,  depending  upon  the  type  of  base  plate 
(fig.  10-23). 

Another  factor  to  consider  in  setting  a  cutter 
is  the  amount  of  its  overhang  from  the  holder. 
Too  much  overhang  will  cause  the  cutter  to 
chatter,  and  insufficient  overhang  will  cause  the 
holding  device  to  foul  the  work.  When  possible, 
you  should  keep  the  amount  of  overhang  equal 
to  or  slightly  less  than  twice  the  thickness  of  the 
cutter  shank. 

Each  time  you  regrind  a  cutter  (other  than  a 
carbide-tipped  type),  the  height  of  the  tool 
point  and  the  length  of  the  cutter  itself  are 
reduced;  therefore,  after  each  grinding  you  must 
reposition  the  cutter  in  its  holder  to  place  the  tool 
point  on  center.  If  you  use  a  shim-type  holder, 
raise  the  cutter  to  center  by  adding  a  shim  of 
appropriate  thickness  (fig.  10-23B)  When  using 
a  rocker  arrangement,  you  need  an  entirely 
different  approach;  elevating  the  reground  tool 
point  to  center  by  adjusting  the  rocker  will  cause 
the  clearance  and  rake  angle  to  change.  The  best 
way  to  maintain  the  proper  angles  and  yet  keep 


SQUARE  TURRET 


MEASURE  FROM  TOP  OF  TURRET,  USING 
CUTTER  GRINDING  AND  SETTING  GAGE 


REAR  TOOLPOST 

USE  A  SCALE  TO  MEASURE  THE  CORRECT 

POSITION  OF  THE  CUTTER  PROM  TOP  OF 

THE  CROSS-SLIDE 


6 


Figure  10-22.— Setting  square  turret  and  "reach  over" 
toolpost  cutters  on  center. 


Figure  10-23.— A.  Use  of  rockers.  B.  Use  of  shims. 


the  tool  point  on  center,  when  using  the  rocker 
arrangement,  is  to  decrease  the  top  (back  and  side) 
rake  angles  and  increase  the  front  clearance  angle 
slightly  at  each  grinding.  This  will  allow  you  to 
account  for  the  change  in  cutter  position  caused 
by  removal  of  metal  from  the  tool  point.  Figure 
10-23A  shows  how  this  is  done. 

The  dimensions  of  carbide-tipped  cutters  are 
relatively  unaffected  by  grinding;  therefore,  the 
cutters  seldom  require  alteration  in  holder  setup 
after  they  have  been  reground.  The  shim-type 
holder  provides  a  stable  horizontal  base  for  the 
cutter  shank  and  is  best  for  holding  carbide-tipped 
cutters.  The  cutters  can  be  taken  out,  reground, 
and  placed  back  in  and  on  center  without  undue 
manipulation. 

The  overhead  turning  cutters,  which  are 
mounted  on  the  hexagonal  turret,  must  also  be  on 
center  in  relation  to  the  work.  The  principle  in- 
volved in  setting  these  cutters  is  not  different  from 
that  involved  in  setting  the  square  turret-mounted 
cutters,  though  at  first  it  may  appear  to  be  differ- 
ent. In  order  to  assure  yourself  that  this  is  so,  look 
at  figure  10-21  and  turn  the  book  so  the  cutters 


10-14 


point  toward  the  work  from  above  rather  than 
from  the  side. 

Figure  10-24  shows  how  to  set  an  overhead 
turning  cutter  on  center  by  using  a  scale  for 
reference  in  bringing  the  shank  and  tool  position 
of  the  cutter  into  radial  line  with  the  center  of  the 
turning  head,  which  is  in  alignment  with  the  center 
of  the  spindle. 

SETTING  BAR  TURNER  CUTTERS.— Bar 

turners  are  held  on  the  hexagonal  turret  and 
combine  in  one  unit  a  cutter  holder  and  a  backrest 
that  travel  with  the  cutter  and  support  the 
workpiece.  The  backrest  holds  the  work  against 
the  cutter  so  that  deep  cuts  can  be  taken  at  heavy 
feeds. 

Backrests  on  bar  turners  usually  have  rollers 
to  eliminate  wear  and  to  make  high-speed  opera- 
tion possible.  Bar  turners  that  have  V-backrests 
are  used  for  turning  brass  where  there  is  no 
problem  of  wear  and  where  small  chips  might  get 
under  rollers  and  mar  the  workpiece. 

The  rollers  on  a  ROLLER-TYPE  TURNER 
may  be  either  ahead  of  or  behind  the  cutter.  If 
they  are  behind  the  cutter,  they  burnish  the 
workpiece.  This  burnishing  is  often  an  important 
factor;  it  may  eliminate  the  need  for  polishing  or 
grinding  operations.  When  a  diameter  is  turned 
so  that  it  is  concentric  with  a  finished  diameter, 
the  rollers  are  run  ahead  of  the  cutter  on 
the  previously  finished  surface.  Figure  10-25 
illustrates  rollers  behind  and  ahead  of  a  cutter. 

The  rollers  on  a  UNIVERSAL  TURNER  are 
set  ahead  of  or  behind  the  cutter  by  adjusting  the 
movable  cutter  with  the  rollers  remaining  in  fixed 


MULTIPLE  TURNING  HEAD 


position.  The  universal  bar  turner  is  illustrated  in 
figure  10-26A.  Another  type,  the  single-bar  turner 
(fig.  10-26B),  has  adjustable  roller  arms;  the  cut- 
ter is  fixed,  and  the  rollers  can  be  moved  ahead 
of  or  behind  the  cutter. 

Use  the   following  steps   in  setting  up   a 
SINGLE  BAR  TURNER: 

1.  Extend  the  bar  stock  about  1  1/2  to  2 
inches  from  the  collet.  Then  with  a  cutter  in  the 
square  turret  on  the  cross  slide,  turn  the  bar  to 
0.001  inch  under  the  size  desired  for  a  length  of 
1/2  to  1  inch. 

2.  With  the  roller  jaw  swung  out  of  position 
(fig.  10-27 A)  and  with  the  cutter  set  above  center 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.182X 
Figure  10-25. — Rollers.  A.  Behind  cutter.  B.  Ahead  of  cutter. 


Photo  courtesy  of  the  Warner  &  Swasey  Company.  Solon,  Ohio 

28.183X 
Figure  10-26. — A.  Universal  bar  turner.  B.  Single  bar  turner. 


ROLLERS 


SHINE    MARK 


B 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.181X 


Figure  10-27. — Rubbing  a  shine  mark  to  establish  a  center. 
A.  Roll  jaws  out  of  position.  B.  Shine  mark  on  the  turned 


and  20°  from  the  perpendicular  bisector,  adjust 
the  cutter  slide  of  the  turner  against  the  turned 
portion  of  the  bar  stock  and  rub  a  shine  mark  on 
the  turned  portion,  as  indicated  in  figure  10-27B. 

3.  Set  the  cutter  at  the  center  of  the  shine 
mark,  clamp  the  cutter  tightly  in  its  slide,  turn 
the  spindle  to  move  the  shine  mark  away  from 
the  cutter  point,  and  adjust  the  slide  until  the 
cutter  is  0.0015  inch  from  the  turned  diameter. 
You  now  have  the  cutter  set.  Position  the  rollers 
endwise  and  adjust  them  to  size. 

4.  Align  the  rollers  with  the  back  of  the  point 
radius  of  the  cutter,  as  shown  in  figure  10-28. 
Adjust  the  rollers  with  the  clamping  screws,  and 
then  clamp  them  tightly.  The  rollers  are  in  proper 
adjustment  when  LIGHT  PRESSURE  WILL 
STOP  THEM  FROM  TURNING  as  the  bar  stock 
is  revolved. 

5 .  Push  the  cutter  to  cutting  position  with  the 
withdrawal  lever  and  take  a  trial  cut.  If  you  have 
a  proper  setup,  the  size  of  the  workpiece  will  be 
accurate  to  ±0.001  inch. 

BAR  TURNING.— The  following  pointers 
will  be  helpful  in  bar  turning: 

•  To  prevent  making  marks  on  the  work  as 
you   bring   back   the   turret,    always   use  the 
withdrawal  lever  before  the  return  stroke  of  the 
turret. 

•  When  rollers  are  set  to  follow  the  cutter, 
it  is  usually  true  that  the  heavier  the  cut  the  better 
the  finish.  The  heavier  the  cut  the  greater  is  the 
pressure  against  the  rollers,  and  the  greater  is  the 
burnishing  action. 

®  If  you  are  using  light  cuts,  special  rollers 
with  a  steep  taper  will  sometimes  produce  a  better 
finish. 


FACE  OF  ROLLER  IN 
LINE  WITH  BACK  OF    i== 
RADIUS  OF  CUTTER 


©  Regardless  of  the  depth  of  cut,  there  are 
three  factors  that  you  must  watch  to  get  a  high 
grade  finish:  (1)  the  faces  of  the  two  rollers  must 
be  in  line,  (2)  the  leading  corners  of  the  rollers 
must  be  perfectly  round  and  exactly  equal,  and 
(3)  end  play  in  the  rollers  should  not  exceed  0.003 
inch. 

Selecting  Speeds  and  Feeds 

The  general  rules  for  feeds  and  speeds  in 
chapter  8  of  this  manual  for  engine  lathe  opera- 
tion apply  also  to  turret  lathes.  However,  since 
the  cutters  and  the  machine  itself  are  designed  for 
production  work,  you  can  take  heavier  roughing 
cuts  than  you  ordinarily  would  with  an  engine 
lathe. 

Bear  in  mind  that  the  spindle  speed  of  the 
turret  lathe  must  be  governed  by  the  surface  speed 
at  the  point  of  work  of  the  cutter  farthest  from 
the  rotating  axis.  That  is,  if  you  are  going  to  use 
two  cutters  on  a  workpiece  with  one  cutter  to  turn 
a  small  diameter  and  the  other  to  cut  a  much 
larger  diameter,  the  headstock  rpm  you  select 
must  be  based  on  the  surface  speed  at  the  large 
diameter.  Disregard  the  fact  that  the  cutter  at  the 
small  diameter  will  be  cutting  at  well  below  its 
usual  rate. 

Using  Coolants 

Using  coolants  makes  it  possible  to  run  the 
lathe  at  higher  speeds,  take  heavier  cuts,  and  use 
cutters  for  longer  periods  without  regrinding,  thus 
getting  maximum  service  from  the  lathe.  Coolants 
flush  away  chips,  protect  machined  parts  against 
corrosion,  and  help  give  a  better  finish  to  the 
work.  A  coolant  also  helps  to  provide  greater 
accuracy  by  keeping  the  work  from  overheating 
and  becoming  distorted.  Figure  10-29  shows  the 
correct  and  incorrect  ways  to  apply  cutting  oil  or 
coolant. 

Some  coolants  and  the  materials  with  which 
they  are  used  are  listed  below: 

CAST  IRON— Soluble  oil  1  to  30  ratio,  or 
mineral  lard  oil,  or  dry 

ALLOY  STEEL— Soluble  oil  1  to  10  ratio,  or 
mineral  lard  oil 

LOW/MEDIUM  CARBON  STEEL— Soluble 
oil  1  to  20  ratio,  or  mineral  lard  oil 


Figure  10-28.— Rollers  aligned  with  the  cutter. 


BRASSES  AND  BRONZES— Soluble  oil  1  to 


INCORRECT 


CORRECT 


Figure  10-29. — Correct  and  incorrect  ways  to  apply  coolant. 


STAINLESS  STEEL— Soluble  oil  1  to  5  ratio, 
or  mineral  lard  oil 

ALUMINUM— Soluble  oil  1  to  25  ratio,  or 
dry 

MONEL/NICKEL  ALLOYS— Soluble  oil  1 
to  20  ratio,  or  a  sulfur-based  oil 

The  selection  of  the  best  coolant  or  cutting 
fluid  depends  on  the  cutting  tool  materials,  the 
toughness  of  the  metal  being  machined  and  the 
type  of  operation  being  performed.  Simple  turn- 
ing may  require  a  coolant  that  just  keeps  the 
temperature  down  and  flushes  chips  away.  A 
mixture  of  soluble  oil  that  has  a  low  oil  ratio  will 
do  this  very  efficiently.  An  operation  such  as 
threading  or  heavy  turning  requires  something 
that  not  only  cools  but  also  lubricates.  A  heavier 
soluble  oil  mixture  or  mineral  lard  oil  satisfies 
these  requirements. 


BORING 

Two  general  types  of  boring  cutters  are 
used — tool  bits  held  in  boring  bars  and  solid 
forged  boring  cutters.  Tool  bits  held  in  boring  bars 
are  most  common.  This  combination  allows  great 
flexibility  in  sizes  and  types  of  work  that  can  be 
done.  Solid  forged  cutters,  however,  are  used  to 
bore  holes  too  small  to  be  cut  with  a  boring  bar 
and  inserted  cutter. 

The  cutter  in  a  STUB  BORING  BAR  is  held 
either  at  a  right  angle  to  the  bar  or  extended 
beyond  the  end  of  the  bar  at  an  angle.  This 
extension  of  the  cutter  makes  it  possible  to  bore 
up  to  shoulders  and  in  blind  holes.  The  angular 


cutting  bar  has  the  added  advantage  of  an 
adjusting  screw  behind  the  cutter. 

When  the  stub  boring  bar  or  forged  boring  bar 
is  used,  the  overhang  should  be  as  short  as  the 
hole  and  the  setup  will  permit.  You  should  always 
select  the  largest  possible  size  of  boring  bar  to  give 
the  cutter  as  rigid  a  mounting  as  possible.  Never 
extend  the  boring  cutter  farther  than  is  actually 
necessary.  You  can  use  sleeves  to  increase  the 
rigidity  of  small  stub  boring  bars  and  to  reduce 
the  effect  of  overhang.  The  increased  rigidity  helps 
to  make  the  work  more  accurate  and  allows  for 
heavier  feeds. 

The  HEXAGON  TURRET  is  ordinarily  used 
in  making  boring  cuts,  although  the  boring  tools 
can  be  held  on  the  cross  slide.  The  advantages  of 
taking  a  boring  cut  from  the  hexagon  turret  are: 

1 .  You  can  take  turning  or  facing  cuts  with 
the  cross  slide  at  the  same  time  you  take  a  boring 
cut  with  the  turret. 

2.  You  can  combine  boring  cutters  with 
turning  cutters  in  multiple-  or  single-turning 
heads. 

3.  You    can   mount   various    size    cutters, 
eliminating  the  need  to  adjust  the  cutter  as  the 
bore  size  increases. 

4.  When  a  quantity  of  like  pieces  is  required, 
you  can  increase  boring  feed  by  using  a  boring 
bar  with  two  cutters.  It  is  good  practice  when 
using  double  cutters  to  rough  bore  with  a  piloted 
boring  bar  to  obtain  rigidity  for  heavy  feeds  and 
then  to  finish  the  hole  with  a  stub  boring  bar  held 
in  a  slide  tool. 

Piloted  boring  bars  require  a  machine  with  a 
long  stroke — the  saddle  type — so  the  turret  can 
be  moved  far  enough  to  pull  the  piloted  bar  from 
the  pilot  bushing  and  the  work  before  indexing 
the  turret.  Usually,  when  the  pilot  bushing  is 
mounted  in  the  chuck  close  to  the  work,  the 
effective  travel  of  the  turret  must  be  about  2  1  /2 
times  the  length  of  the  workpiece. 

Grinding  Boring  Cutters 

Boring  cutters  are  ground  in  the  same  manner 
as  other  types  of  cutters,  with  one  major 
difference.  The  clearance  angles  of  boring  cutters 
must  be  greater  to  prevent  rubbing  since  a  boring 
tool  cuts  on  the  inside  instead  of  on  the  outside 
of  the  work.  However,  the  clearance  angle  must 
not  be  too  great,  or  the  cutting  edge  will  break 
down  because  of  insufficient  support.  The  exact 
amount  of  front  clearance  angle  will  depend  on 


the  size  of  the  hole  you  are  boring.  The  smaller 
the  hole,  the  more  clearance  required.  There  are 
no  set  rules  for  exact  clearance  angles;  knowledge 
of  what  will  be  the  best  angle  comes  with 
experience. 

Figure  10-30  shows  how  to  center  a  vertical 
slide  tool-held  boring  cutter. 

Forming 

One  of  the  fastest  methods  of  producing  a 
finished  diameter  or  shape  is  by  using  a  cutter  with 
a  cutting  edge  that  matches  the  shape  to  be 
machined.  This  procedure  is  known  as  forming. 
In  planning  a  setup,  you  should  study  the  work 
to  determine  if  forming  tools  can  be  used.  It  is 
possible,  on  many  jobs,  to  combine  two  or  more 
cuts  into  one  operation  by  using  a  specially 
designed  forming  cutter.  Forming  cutters  are  also 
used  to  produce  irregular  and  curved  shapes  that 
are  difficult  to  produce  in  any  other  way.  There 
are  three  types  of  forming  cutters  you  will  use- 
forged,  dovetail,  and  circular. 

FORGED  FORMING  CUTTERS  are  made 
in  the  shop  from  forged  blanks  and  ordinarily  are 
mounted  directly  in  the  square  turret  or  toolpost. 
These  cutters  are  the  least  expensive  to  make. 
They  have,  however,  the  shortest  production  life. 

DOVETAIL  FORMING  CUTTERS  are 
cutters  that  may  be  either  bought  or  made.  They 


VERTICAL  SLIDE  TOOL 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.187X 
Figure  10-30. — Setting  a  boring  cutter  on  center. 


are  attached  by  dovetails  to  toolholders  mounted 
on  the  cross  slide.  Their  shape  or  contour  is 
machined  and  ground  the  full  length  of  the  face, 
and  the  cutters  are  set  in  the  holder  at  an  angle 
to  provide  front  clearance.  When  the  cutter  wears, 
you  need  to  regrind  only  the  top.  Dovetail 
cutters  cost  more  than  forged  cutters,  but  they 
have  a  longer  production  life,  are  more  easily  set 
up,  maintain  their  form  after  grinding,  are  more 
rigid,  and  can  be  operated  under  heavier  feeds. 

CIRCULAR  FORMING  CUTTERS  (fig. 
10-31)  have  an  even  longer  life  than  dovetail 
cutters.  The  shape  of  circular  cutters  is  ground 
on  the  entire  circumference  and,  as  the  cutting 
edge  wears  away,  you  regrind  only  the  top.  After 
grinding  a  new  cutting  edge,  move  the  cutter  to 
a  new  cutting  position  by  rotating  the  cutter  about 
its  axis. 

NEVER  regrind  circular  forming  cutters  on 
a  bench  grinder.  Regrind  them  on  a  toolroom 
grinder  where  they  can  be  rigidly  supported  and 
ground  to  maintain  the  original  relief  angles. 

Threading 

For  turret  lathe  operations,  dies  and  taps 
provide  a  way  to  cut  threads  easily  and  quickly 
and,  usually,  in  only  one  pass  over  the  work.  Dies 
and  taps  for  turret  lathes  are  divided  into 
three  general  types:  Solid,  solid  adjustable,  and 
collapsing  or  self-opening. 

Solid  taps  and  dies  are  usually  held  in  a 
positive  drive  holder  that  has  an  automatic  release 
(fig.  10-12).  A  longitudinal  floating  action  (not 
to  be  confused  with  a  floating  die  holder)  allows 


CUTTER 


<t  OF 
SPINDLE 


HOLDERS  USED  ON 
FRONT  AND  REAR 
OF  CROSS-SLIDE  Bf 
TURNING  ECCENTRC 
BUSHING  ,180° 


FRONT 


REAR 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.188X 
Figure  10-31.— Circular  forming  cutter  diagram. 


the  tap  or  die  to  follow  the  natural  lead  of  the 
thread.  Solid  dies  are  used  only  when  the  thread 
to  be  cut  is  too  coarse  for  the  self-opening  die  head 
or  a  solid  adjustable  die  head,  or  when  the  tool 
interferes  with  the  setup. 

Solid  adjustable  taps  and  dies  should  be  used 
in  place  of  collapsing  taps  and  self-opening  die 
heads  only  when  lathe  speed  is  low  and  when  time 
required  for  a  backing  out  is  not  important. 

Collapsing  taps  (fig.  10-32)  are  used  for 
internal  threading.  They  are  time-savers  because 
you  do  not  have  to  reverse  the  spindle  to  withdraw 
the  tap.  The  pull-off  trip  type,  which  is  collapsed 
by  simply  stopping  the  feed,  is  the  most  frequently 
used. 

Various  types  of  self-opening  die  heads  are 
used.  One  type  is  shown  in  figure  10-33.  Some 
have  flanged  backs  for  bolting  directly  to  the 
turret  face;  others  have  shanks  which  fit  into  a 
holder.  The  die  heads  are  fitted  with  several 
different  types  of  chasers.  The  tangential  and 
circular  type  chasers  can  be  ground  repeatedly 
without  destroying  the  thread  shape.  They  are  a 
bit  more  difficult  to  set,  but  they  are  better 
adapted  than  flat  chasers  for  long  runs  of 
identical  threads. 

Die  heads  come  with  either  a  longitudinal  float 
or  a  rigid  mounting.  The  floating  type  die  head 
should  be  used  for  heavy  duty  turret  lathe  work, 
for  fine  pitch  threading,  and  for  finishing  rough- 
cut  threads. 


Figure  10-33. — Pull-off  trip  self-opening  die  head. 


On  some  types  of  work  it  is  necessary  to  take 
both  roughing  and  finishing  cuts.  They  are 
normally  taken  when  threading  a  tough  material 
or  when  a  smooth  finish  is  required.  Some  types 
of  die  heads  have  both  roughing  and  finishing 
attachments.  If  such  die  heads  are  not  available, 
roughing  and  finishing  cuts  can  be  taken  with 
separate  dies  or  taps  set  up  on  different  turret 
stations. 

As  mentioned  earlier  in  this  chapter,  some 
horizontal  turret  lathes  can  cut  or  chase  threads 
with  a  single-point  tool.  In  such  machines,  there 
are  two  methods  of  feeding  the  threading  tool  into 
the  work.  The  first  method  is  to  get  an  angular 
feed  to  the  cutter  by  means  of  the  compound 
cross-slide  (fig.  10-34)  or  by  using  the  angular 


Figure  10-32. — Universal  collapsing  tap. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.189X 

Figure  10-34. — Compound  cross-slide  angular  feed-in  for 
thread  cutting. 


threading  toolholder  (fig.  10-35).  By  the  first 
method,  the  cutter  is  fed  into  the  work  at  an 
angle  until  the  final  polishing  passes  are 
made.  For  the  final  polishing  passes,  the 
cutter  is  fed  straight  in  by  means  of  the 
cross-slide.  The  second  method  is  to  feed 
the  cutter  straight  into  the  work  for  each 
pass,  as  indicated  in  figure  10-36.  With  this 
latter  method  you  apply  by  hand  a  slight 
drag  to  the  carriage  or  saddle  during  the 
roughing  cut  and  remove  the  drag  during 
the  final  polishing  passes.  It  takes  more 
skill  to  use  the  second  method,  but  it  produces 
better  threads. 


2.  The  finish  must  meet  requirements. 

3.  The  taper  angle  must  be  accurate. 

It  is  best  to  use  the  roller  rest  taper  turner  for 
long  taper  bar  jobs.  You  can  quickly  set  this  tool 
for  size  by  using  the  graduated  dial  and  then  can 
control  the  angle  of  taper  accurately  by  using  the 
taper  guide  bar. 

Taper  attachments  are  provided  for  the  cross 
slide  of  most  turret  lathes,  both  ram  and  saddle 
type.  These  attachments  can  be  quickly  set  to 
produce  either  internal  or  external  tapers.  They 


Taper  Turning 

Tapers  may  be  produced  on  a  turret  lathe  with 
(1)  forming  cutters,  (2)  roller  rest  taper  turners, 
or  (3)  taper  attachments. 

Forming  cutters  of  the  forged,  circular,  or 
straight  dovetail  types  may  be  used  to  produce 
tapers  when  the  workpiece  is  rigid  enough  or  can 
be  supported  in  such  a  way  that  it  will  with- 
stand the  heavy  forming  cut.  If  work  cannot 
be  formed,  other  methods  (described  later)  must 
be  used. 

Work  should  be  shaped  with  forming  cutters 
only  under  the  following  conditions: 

1.  The  work  is  either  self-supporting  or  is 
supported  by  a  center  rest  so  that  chatter  is 
prevented. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.191X 
Figure  10-36. — Straight-in  feeding  method  of  threading. 


;••?—.        BACKLASH 
J3-V  ELIMINATOR 


8          7 


1.  GUIDE  PLATE 

2.  BASE  PLATE 

3.  CARRIAGE  PLATE 

4.  EXTENSION    ROD 


5.  SETSCREW 

6.  BINDER  SCREW 

7.  STOP  COLLAR 

8.  LATCH 


Photo  courtesy  of  the  Warner  A  Swasey  Company,  Solon,  Ohio 

28.190X 

Figure  10-35. — Angular  feed-in  with  adjustable  threading 
toolholder. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 

28.192X 

Figure  10-37. — Detail  of  a  cross-slide  taper  attachment  for 
a  saddle-type  machine. 


do  not  interfere  with  normal  operation  when 
not  in  use.  Most  taper  attachments  are  movable 
and  can  be  quickly  placed  at  any  position  on  the 
bed. 

Taper  attachments  all  have  a  pivoting  guide 
plate  which  can  be  adjusted  to  any  taper  angle. 
Figure  10-37  shows  a  saddle-type  taper  attachment 
in  detail. 

The  guide  plate  (1)  pivots  on  the  base  plate 
(2),  which  slides  into  carriage  plate  (3).  When  you 
plan  to  use  the  attachment,  clamp  the  extension 
rod  (4)  to  the  machine  with  the  setscrew  (5), 
and  loosen  the  binder  screw  (6).  You  can  use  the 
stop  collar  (7)  and  the  latch  (8)  for  locating  the 
cross  slide  unit  on  the  bed  of  the  machine.  To  use 
the  stop  collar  and  the  latch,  move  the  cross  slide 
unit  to  the  left  until  the  stop  collar  comes  in 
contact  with  the  latch.  This  locates  the  entire  unit. 

Taper  attachments  are  fitted  with  a  backlash 
eliminator  nut  (fig  10-37)  for  the  slide  screws. 
Tightening  this  nut  against  the  feed  screw  removes 
all  play  between  the  feed  screw  and  the  nut. 

To  duplicate  accurate  sizes  when  you  use  a 
taper  attachment  with  other  tools  in  a  setup, 


remember  these  three  things;  (1)  you  must  locate 
the  attachment  in  the  same  position  in  relation 
to  the  cross  slide  each  time  you  use  it,  (2)  you 
must  locate  the  cross  slide  in  exactly  the  same 
spot  on  the  bed  when  you  clamp  the  extension 
rod  with  the  setscrew,  tighten  the  binder  screw, 
and  loosen  the  extension  rod,  and  (3)  be  sure 
the  cross  slide  is  in  exactly  the  same  position 
as  in  (1)  above. 

You  can  produce  either  internal  or  external 
threads  with  the  taper  attachment  in  conjunction 
with  a  lead  screw  thread  chasing  attachment.  (See 
fig.  10-38).  Notice,  however,  that  taper  cutting 
with  hexagonal  turret  held  cutters  is  possible 
only  on  lathes  that  have  a  cross-sliding  hexagonal 
turret. 


HORIZONTAL  TURRET 
LATHE  TYPE  WORK 

Regardless  of  the  job,  your  aim  as  a  good 
turret  lathe  operator  is  to  tool  up  the  machine  and 
operate  it  so  the  job  can  be  turned  out  as  rapidly 
and  as  accurately  as  possible.  The  following 
examples  show  you  how. 


EXTERNAL  TAPER  THREAD 


SQUARE  TURRET  ADJ. 
THD'G  TOOLHOLDER 


INTERNAL  TAPER  THREAD 


TAPER 
ATTACHMENT 


LEADER  AND 

FOLLOWER 

OR  LEAD  SCREW 


TAPER  ATTACHMENT 


THREADING  TOOL: 
HOLDER 


LEAD  SCREW 

OR 
LEADER  AND  FOLLOWER 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


A  Shoulder  Stud  Job 

A  shoulder  stud,  shown  in  part  A  of  figure 
10-39,  is  a  typical  bar  job  (universal  bar  equip- 
ment is  used)  for  a  small  ram-type  turret  lathe  that 
has  a  screw  feed  cross  slide.  The  tooling  setup  for 
the  shoulder  stud  is  shown  in  part  B  of  figure 
10-39.  The  diameter  (5),  which  must  be  held  to 
a  clearance  of  0.001-inch  tolerance,  is  formed  with 
a  cutter  on  the  front  of  the  cross  slide.  Diameters 
(2)  and  (3)  are  turned  from  the  hexagon  turret  with 
cutters  held  in  the  multiple  cutter  turner.  After 
this  operation,  the  radius  on  the  end  of  the 
workpiece  is  machined  in  a  combination  end  facer 
and  turner,  then  the  thread  is  cut,  and  the  piece 
is  cut  off. 

A  Tapered  Stud  Job 

A  tapered  stud,  shown  in  part  B  of  figure 
10-40,  does  not  offer  much  opportunity  for  taking 
multiple  cuts.  However,  cuts  from  the  cross  slide 
can  be  combined  with  cuts  taken  by  the  hexagon 
turret.  The  tooling  setup  for  the  taper  stud,  shown 
in  part  A  of  figure  10-40,  is  used  for  small  lot 
production.  The  almost  identical  tooling  layout 


in  part  C  of  figure  10-40  shows  the  setup  for 
medium  quantity  production. 

In  both  small  and  medium  lot  production,  the 
turning  of  diameter  (6)  and  the  forming  of 
diameter  (7)  can  be  combined  with  the  turning 
of  diameter  (3).  In  addition,  the  facing  and 
chamfering  of  the  end  (2)  can  be  combined  with 
the  turning  of  diameter  (7). 

For  small  lot  production  (part  A  of  fig.  10-40) 
the  taper  is  generally  formed  with  a  standard  wide 
cutter,  ground  to  the  proper  angle.  These  cuts  will 
not  be  very  accurate,  but  as  the  taper  will  be 
ground  in  a  later  operation,  the  job  will  be 
satisfactory  if  sufficient  stock  is  left  for  grinding. 
If  a  forming  tool  wide  enough  to  cut  the  taper 
in  one  cut  is  available,  it  should  be  used. 

For  medium  lot  production  (part  C  of  fig. 
10-40)  the  cross  slide  taper  attachment  may  be  set 
up  and  used  for  single  point  turning  of  the  taper. 
The  same  amount  of  time  will  probably  be 
required  to  turn  the  taper  (part  C,  fig.  10-40)  as 
to  form  the  taper  (part  A,  fig  10-40).  However, 
the  turned  taper  will  be  more  accurate  and  require 
less  stock  for  grinding.  In  addition,  the  grinding 
operation  will  take  less  time. 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


vm^  *' ,     A  */  .  /  > 


- 


rP 


/0  -' 


v 

TAPKR 


courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


126.  HX 

Figure  10-40.— A.  Tooling  setup  for  a  taper  stud— small  lot  production.  B.  A  taper  stud.  C.  Tooling  setup  for  a  taper  stud- 
medium  lot  production. 


Figure  10-41  shows  a  simple  setup  for  the 
second  operation  of  the  taper  stud.  The  setup  is 
the  same  for  producing  either  a  small  or  a  medium 
size  quantity. 


VERTICAL  TURRET  LATHES 

A  vertical  turret  lathe  works  much  like  an 
engine  lathe  turned  up  on  end.  You  can  perform 
practically  all  of  the  typical  lathe  operations  in 
a  vertical  turret  lathe,  including  turning,  facing, 
boring,  machining  tapers,  and  cutting  internal  and 
external  threads. 

The  characteristic  features  of  this  machine  are: 
(1)  a  horizontal  table  or  faceplate  that  holds  the 
work  and  rotates  about  a  vertical  axis;  (2)  a  side 
head  that  can  be  fed  either  horizontally  or 
vertically;  and  (3)  a  turret  slide,  mounted  on  a 
crossrail  that  can  feed  nonrotating  tools  either 
vertically  or  horizontally. 

Figures  10-42  and  10-43  show  vertical  turret 
lathes  similar  to  those  generally  found  in  repair 
ships  and  tenders.  The  main  advantage  of  the 
vertical  turret  lathe  over  the  engine  lathe  is  that 
heavy  or  awkward  parts  are  easier  to  set  up  on 
the  vertical  turret  lathe  and,  generally,  the 
vertical  turret  lathe  will  handle  much  larger 
workpieces  than  the  engine  lathe.  The  size  of  the 
vertical  turret  lathe  is  designated  by  the  diameter 
of  the  table.  For  instance,  a  30-inch  lathe  has  a 
table  30  inches  in  diameter.  The  capacity  of  a 


(1 )  Main  turret  head 

(2)  Turret  slide 

(3)  Swivel  plate 

(4)  Saddle 

(5)  Main  rails 

(6)  Upright  bedways 

(7)  Side  turret 

(8)  Side  head 

28.170X 
Figure  10-42.— A  30-inch  vertical  turret  lathe. 


1  CHUCK 
V  BEHOVE 


Photo  courtesy  of  the  Warner  &  Swasey  Company,  Solon,  Ohio 


28.349X 


Figure  10-43.— A  36-inch  vertical  turret  lathe. 


specific  lathe  is  related  to  but  not  necessarily 
limited  to  the  size  of  the  table.  A  30-inch  vertical 
lathe  (fig.  10-42)  can  hold  and  machine  (using 
both  the  main  and  the  side  turrets)  a  workpiece 
up  to  34  inches  in  diameter.  If  only  the  main 


turret  is  used,  the  workpiece  can  be  as  large  as 
44  inches  in  diameter. 

The  main  difference  between  the  vertical 
turret  lathe  and  the  horizontal  turret  lathe  is  in 
the  design  and  operating  features  of  the  main 


10-25 


IU.1..LVI    J.1VC4.U..     4.WJ.VJ.     \,\J 


turret  slide  (2)  is  mounted  on  a  swivel  plate  (3) 
which  is  attached  to  the  saddle  (4).  The  swivel 
plate  allows  the  turret  slide  to  be  swung  up  to  45  ° 
to  the  right  or  left  of  the  vertical,  depending  on 
the  machine  model.  The  saddle  is  carried  on,  and 
can  traverse,  the  main  rails  (5).  The  main  rails  are 
gibbed  and  geared  to  the  upright  bedways  (6)  for 
vertical  movement.  This  arrangement  allows  you 
to  feed  main  turret  tools  either  vertically  or 
horizontally,  as  compared  to  one  direction  on  the 
horizontal  turret  lathe.  Also,  you  can  cut  tapers 
by  setting  the  turret  slide  at  a  suitable  angle. 

The  side  turret  and  side  head  of  the  vertical 
turret  lathe  correspond  to  the  square  turret  and 
cross  slide  of  the  horizontal  turret  lathe.  A  typical 
vertical  turret  lathe  has  a  system  of  feed  trips 
and  stops  that  function  similarly  to  those  on  a 
horizontal  turret  lathe.  In  addition,  the  machine 
has  feed  disengagement  devices  to  prevent  the 
heads  from  going  beyond  safe  maximum  limits 
and  bumping  into  each  other. 

Vertical  turret  lathes  have  varying  degrees  of 
capabilities,  including  feed  and  speed  ranges, 
angular  turning  limits,  and  special  features  such 
as  threading. 

You  can  expect  to  find  a  more  coarse 
minimum  feed  on  the  earlier  models  of  vertical 
turret  lathes.  Some  models  have  a  minimum  of 
0.008  inch  per  revolution  of  the  table  or  chuck, 
while  other  models  will  go  as  low  as  0.001  inch 
per  revolution.  The  maximum  feeds  obtainable 
vary  considerably  also;  however,  this  is  usually 
less  of  a  limiting  factor  in  job  setup  and 
completion. 

The  speeds  available  on  any  given  vertical 
turret  lathe  tend  to  be  much  slower  than  those 
available  on  a  horizontal  lathe.  This  reduction  of 
speed  is  often  required  due  to  the  large  and 
oddly  shaped  sizes  of  work  done  on  vertical  turret 
lathes  in  Navy  machine  shops.  A  high  speed  could 
cause  a  workpiece  to  be  thrown  out  of  the 
machine,  causing  considerable  equipment  damage 
and  possible  injury  to  the  machine  operator  or 
bystanders. 

One  of  the  major  differences  in  operator 
controls  between  the  vertical  turret  lathes  shown 
in  figures  10-42  and  10-43  is  in  the  method  used 
to  position  the  cutter  to  the  work.  The  lathe 
in  figure  10-42  has  a  handwheel  for  manually 
positioning  the  work.  The  lathe  in  figure  10-43 
uses  an  electric  drive  controlled  by  a  lever.  When 
the  feed  control  lever  is  moved  to  the  creep 
position,  the  turret  head  moves  in  the  direction 
selected  in  increments  as  low  as  0.0001  inch  per 


revolution  and  can  be  made  with  the  table 
stopped. 

An  attachment  available  on  some  machines 
permits  threading  of  up  to  32  threads  per  inch 
with  a  single  point  tool.  The  gears,  as  specified 
by  the  lathe  manufacturer,  are  positioned  in  the 
attachment  to  provide  a  given  ratio  between  the 
revolutions  per  minute  of  the  table  and  the  rate 
of  advance  of  the  tool. 

The  same  attachment  also  lets  the  operator 
turn  or  bore  an  angle  of  1  °  to  45  °  in  any  quadrant 
by  positioning  certain  gears  in  the  gear  train.  The 
angle  is  then  cut  by  engaging  the  correct  feed  lever. 

Details  for  turning  tapers  on  a  vertical  turret 
lathe  without  this  attachment  are  given  later  in 
this  chapter. 

TOOLING  VERTICAL 
TURRET  LATHES 

The  principles  involved  in  the  operation  of  a 
vertical  turret  lathe  are  not  very  different  from 
those  just  described  for  the  horizontal  turret  lathe. 
The  only  significant  difference,  aside  from  the 
machine  being  vertical,  is  in  the  main  turret.  As 
previously  mentioned,  you  can  feed  the  main 
head,  which  corresponds  to  the  hexagonal  turret 
of  the  horizontal  machine,  vertically  toward  the 
headstock  (down);  horizontally;  or  at  an  angle, 
either  by  engaging  both  the  horizontal  and 
vertical  feeds  or  by  setting  the  turret  slide  at  an 
angle  from  the  vertical  and  using  the  vertical  feed 
only. 

The  tool  angles  for  the  cutters  of  the  vertical 
machine  correspond  to  those  used  on  cutters  in 
the  horizontal  turret  lathe  and  are  an  important 
factor  in  successful  cutting.  Also,  the  same 
importance  is  attached  to  setting  cutters  on  center 
and  maintaining  the  clearance  and  rake  angles  in 
the  process.  Again,  we  cannot  overemphasize  the 
importance  of  holding  the  cutters  rigidly. 

In  vertical  turret  lathe  work,  you  must  often 
use  offset  or  bent-shank  cutters,  special  sweep 
tools,  and  forming  tools,  particularly  when  you 
machine  odd-shaped  pieces.  Many  such  cutting 
tools  are  designed  to  take  advantage  of  the  great 
flexibility  of  operation  provided  in  the  main  head. 

In  a  repair  ship,  the  vertical  turret  lathe  is 
normally  used  for  jobs  other  than  straight 
production  work.  For  example,  a  large  valve  can 
be  mounted  on  the  horizontal  face  of  its  worktable 
or  chuck  much  more  conveniently  than  in  almost 
any  other  type  of  machine  used  to  handle  large 
work.  Figure  10-44  shows  a  typical  valve  seat 


10-26 


Figure  10-44.— Refacing  a  valve  seat  in  a  vertical  turret  lathe. 


refacing  job  in  progress  in  a  vertical  turret  lathe. 
Figure  10-45  shows  the  double  tooling  principle 
applied  to  a  machining  operation. 

The  tooling  principles  and  the  advantage  of 
using  coolants  for  cutting  as  previously  described 
for  horizontal  turret  lathes  apply  equally  to 
vertical  machines. 


TAPER  TURNING  ON  A 
VERTICAL  TURRET  LATHE 

The  following  information  regarding  taper 
turning  on  a  vertical  lathe  is  based  on  a  Bullard 
vertical  turret  lathe.  (See  fig.  10-42.) 

There  are  several  ways  to  cut  a  taper  on  a  ver- 
tical turret  lathe.  You  can  cut  a  45  °  taper  with 
either  a  main  turret-held  cutter  or  a  side  head-held 
cutter  by  engaging  the  vertical  and  horizontal 
feeds  simultaneously.  To  cut  a  taper  of  less  than 
30°  with  a  main  turret-held  tool,  set  the  turret  slide 
for  the  correct  degree  of  taper  and  use  only 
the  vertical  feed  for  the  slide.  The  operation 
corresponds  to  cutting  a  taper  by  using  the 
compound  rest  on  an  engine  lathe;  the  only 
difference  is  that  you  use  the  vertical  power  feed 
instead  of  advancing  the  cutter  by  manual  feed. 

By  swiveling  the  main  turret  head,  you  can  cut 
30°  to  60°  angles  on  the  vertical  turret  lathe 
without  having  to  use  special  attachments.  To 
machine  angles  greater  than  30  °  and  less  than  60  ° 
from  the  vertical,  engage  both  the  horizontal  feed 


Figure  10-45.— Double  tooling. 


and  the  vertical  feed  simultaneously  and  swivel  the 
head.  Determine  the  angle  to  which  you  swivel  the 
head  in  the  following  manner.  For  angles  between 
30°  and  45°,  swivel  the  head  in  the  direction 
opposite  to  the  taper  angle  being  turned,  as 
illustrated  in  figure  10-46.  The  formula  for 


Figure  10-46.— Head  setting  for  30°  to  45°  angles. 


10-27 


determining  the  proper  angle  is  A  =  90°  -  2B  °. 
A  sample  problem  from  figure  10-46  follows: 

Formula    A  4- 90°  ~  2B° 

Example    B  =  35  ° 

Therefore  A  =  90°  -  (2  x  35  °) 

A  =  90°  -  70° 
ANGLE    A  =20° 

For  angles  between  46°  and  60°,  swivel 
the  head  in  the  same  direction  as  the  taper 
angle  being  turned.  (See  fig.  10-47.)  The 
formula  for  determining  the  proper  angle  is 
ANGLE  A  =  2B°  -  90°.  A  sample  problem 
from  figure  10-47  follows: 

Formula   A  =  2B  °  -  90  ° 

Example   B  =  56° 

Therefore  A  =  (2  x  56°)  -  90° 

A=  112°  -  90° 
ANGLE    A  =  22° 

Whenever  you  turn  a  taper  by  using  the  main 
turret  slide  swiveling  method,  use  great  care  to 
set  the  slide  in  a  true  vertical  position  after  you 
complete  the  taper  work  and  before  you  use  the 
main  head  for  straight  cuts.  A  very  small 
departure  of  the  slide  from  the  true  vertical  will 
produce  a  relatively  large  taper  on  straight  work. 


Figure  10-47.— Head  setting  for  45°  to  60°  angles. 


Unless  you  are  alert  to  this,  you  may  inadvertently 
cut  a  dimension  undersize  before  you  are  aware 
of  the  error. 

Still  another  way  to  cut  tapers  with  either  a 
main  head-held  or  side  head-held  tool  is  to  use 
a  sweep-type  cutter  ground  and  set  to  the  desired 
angle.  Then  feed  it  straight  to  the  work  to 
produce  the  desired  tapered  shape.  This,  of 
course,  is  feasible  only  for  short  taper  cuts. 


10-28 


MILLING  MACHINES 
AND  MILLING  OPERATIONS 


The  milling  machine  removes  metal  with  a 
revolving  cutting  tool  called  a  milling  cutter.  With 
various  attachments,  milling  machines  can  be  used 
for  boring,  slotting,  circular  milling,  dividing,  and 
drilling;  cutting  keyways,  racks,  and  gears;  and 
fluting  taps  and  reamers. 

Bed-type  and  knee  and  column  type  milling 
machines  are  generally  found  in  most  Navy 
machine  shops.  The  bed-type  milling  machine  has 
a  vertically  adjustable  spindle.  The  horizontal 
boring  mill  discussed  later  in  this  chapter  is 
a  typical  bed-type  mill.  The  knee  and  column 
milling  machine  has  a  fixed  spindle  and  a  vertically 
adjustable  table.  There  are  several  classes  of 


OVERARM- 


INNER  ARBOR 
SUPPORT 

OUTER        1        \ 
ARBOR       f 
SUPPORT-\II 


TAILSTOCK- 
TABLE- 


ARBOR  SPINDLE  NOSE 
COLUMN 


•  f 


DIVIDING 
.HEAD 

ENCLOSED 
DIVIDING  HEAD 

LEAD  DRIVE 
[MECHANISM 


ELEVATION  SCREWI 


28.362X 


Figure  11-1. — Universal  milling  machine. 


milling  machines  within  these  types  but  only  the 
classes  with  which  you  will  be  concerned  are 
discussed  in  this  chapter. 

You  must  be  able  to  set  up  the  milling  machine 
to  machine  flat,  angular,  and  formed  surfaces. 
Included  in  these  jobs  are  the  milling  of  keyways, 
hexagonal  and  square  heads  on  nuts  and  bolts, 
T-slots  and  dovetails,  and  spur  gear  teeth.  To  set 
up  a  milling  machine,  you  must  compute  feeds 
and  speeds,  select  and  mount  the  proper  holding 
device,  and  select  and  mount  the  proper  cutter  to 
handle  the  job. 

Like  other  machines  in  the  shop,  milling 
machines  have  manual  and  power  feed  systems, 
a  selective  spindle  speed  range,  and  a  coolant 
system. 


KNEE  AND  COLUMN 
MILLING  MACHINES 

The  Navy  uses  three  types  of  knee  and  column 
milling  machines;  the  universal  type,  the  plain 
type,  and  the  vertical  spindle  type.  Wherever  only 
one  type  of  machine  can  be  installed,  the  universal 
type  is  usually  selected. 

The  UNIVERSAL  MILLING  MACHINE 
(fig.  11-1)  has  all  the  principal  features  of  the 
other  types  of  milling  machines.  It  can  handle 
practically  all  classes  of  milling  work.  You  can 
take  vertical  cuts  by  feeding  the  table  up  or  down. 
You  can  move  the  table  in  two  directions  in  the 
horizontal  plane — either  at  a  right  angle  to  the  axis 
of  the  spindle  or  parallel  to  the  axis  of  the  spin- 
dle. The  principal  advantage  of  the  universal  mill 
over  the  plain  mill  is  that  you  can  swivel  the  table 
on  the  saddle.  Thus,  you  can  move  the  table  in 
the  horizontal  plane  at  an  angle  to  the  axis  of  the 
spindle.  This  machine  is  used  to  cut  most  types 
of  gears,  milling  cutters,  and  twist  drills,  and  is 
used  for  various  kinds  of  straight  and  taper  work. 


11-1 


TILT   LOCK 
SCREWS 


CROSS  SLIDE 


Figure  ll-2.-Plain  Milling  Machine. 


2S.365X 


v.         .,  2S.364X 

Figure  ll-4.-Small  vertical  milling  machine. 


STARTING   LEVER < 
VERTICAL  HEAD  CLAMP.  X 


ARBOR-LOCK 
SPINDLE  NOSE 


SPEED  CHANGE 
DIAL 


SPEED 
CALCULATOR 


SPINDLE 

REVERSE 

LEVER 


TABLE 

TRAVERSE      am 
HANDWHEEL 


AUTOMATIC 
LUBRICATION 


KNEE 
CLAMP 


REAR  TABLE  FEED 
ENGAGING  LEVER 


FOUR  POSITION 
TURRET  STOP 


POWER   FEED  ENGAGING 
FOR  VERTICAL  HEAD 


VERTICAL  HEAD 
HANDWHEEL 


AUTOMATIC  BACKLASH 
ELIMINATOR  KNOB 


TELESCOPIC 
COOLANT  RETURN 


OIL  FILTER 


Figure  11-3.— Vertical  spindle  milling  machine. 


28.363X 


a  lew  01  me  icaiures  lounu  on  me  otner  macmnes. 
You  can  move  the  table  in  three  directions: 
longitudinally  (at  a  right  angle  to  the  spindle), 
transversely  (parallel  to  the  spindle),  and  vertically 
(up  and  down).  The  ability  of  this  machine  to 
take  heavy  cuts  at  fast  speeds  is  its  chief 
value  and  is  made  possible  by  the  machine's  rigid 
construction. 

The  VERTICAL  SPINDLE  MILLING 
MACHINE  (fig.  1 1-3)  has  the  spindle  in  a  vertical 
position  and  at  a  right  angle  to  the  surface  of  the 
table.  The  spindle  has  a  vertical  movement,  and 
the  table  can  be  moved  vertically,  longitudinally, 
and  transversely.  Movement  of  both  the  spindle 
and  the  table  can  be  controlled  manually  or  by 
power.  The  vertical-spindle  milling  machine  can 
be  used  for  face  milling,  profiling,  die  sinking, 


various  smaii  vertical  spincue  mining  macnmes 
(fig.  11 -4)  are  also  available  for  light,  precision 
milling  operations. 


MAJOR  COMPONENTS 

You  must  know  the  name  and  purpose  of  each 
of  the  main  parts  of  a  milling  machine  to  under- 
stand the  operations  discussed  later  in  this 
chapter.  Keep  in  mind  that  although  we  are 
discussing  a  knee  and  a  column  milling  machine 
you  can  apply  most  of  the  information  to  the 
other  types. 

Figure  11-5,  which  illustrates  a  plain  knee  and 
column  milling  machine,  and  figure  11-6,  which 
illustrates  a  universal  knee  and  column  milling 


SPINDLE 
STARTING  LEVER 


REAR  POWER  TABLE 
FEED  LEVER 


SPINDLE   SPEED 
SELECTOR    DIAL 


POWER  VERTICAL 
FEED   LEVER 


28.365X 


Figure  11-5. — Plain  milling  machine,  showing  operation  controls. 

11-3 


o 


N 


A.  SPINDLE 

B.  ARBOR  SUPPORT 

C.  SPINDLE  CLUTCH  LEVER 

D.  SWITCH 

E.  OVERARM 

F.  COLUMN 


G.  SPINDLE  SPEED  SELECTOR  LEVERS 
H.  SADDLE  AND  SWIVEL 
I.  LONGITUDINAL  HANDCRANK 
J.  BASE 
K.  KNEE 
L.  FEED  DIAL 


M.  KNEE  ELEVATING  CRANK 
N.  TRANSVERSE  HANDWHEEL 
O.  VERTICAL  FEED  CONTROL 
P.  TRANSVERSE  FEED  LEVER 
Q.  TABLE  FEED  TRIP  DOG 
R.  LONGITUDINAL  FEED  CONTROL 


Figure  11-6.— Universal  knee  and  column  milling  machine  with  horizontal  spindle. 


28.366 


11-4 


machine,  will  help  you  to  become  familiar  with 
the  location  of  the  parts. 

COLUMN:  The  column,  including  the  base, 
is  the  main  casting  which  supports  all  the  other 
parts  of  the  machine.  An  oil  reservoir  and  a  pump 
in  the  column  keep  the  spindle  lubricated.  The 
column  rests  on  a  base  that  contains  a  coolant 
reservoir  and  a  pump  that  you  can  use  when  you 
perform  any  machining  operation  that  requires 
a  coolant. 

KNEE:  The  knee  is  the  casting  that  supports 
the  table  and  the  saddle.  The  feed  change  gear- 
ing is  enclosed  within  the  knee.  It  is  supported 
and  can  be  adjusted  by  turning  the  elevating 
screw.  The  knee  is  fastened  to  the  column  by 
dovetail  ways.  You  can  raise  or  lower  the  knee 
by  either  hand  or  power  feed.  You  usually  use 
hand  feed  to  take  the  depth  of  cut  or  to  position 
the  work  and  power  feed  to  move  the  work  during 
the  machining  operation. 

SADDLE  and  SWIVEL  TABLE:  The  saddle 
slides  on  a  horizontal  dovetail  (which  is  parallel 
to  the  axis  of  the  spindle)  on  the  knee.  The  swivel 
table  (on  universal  machines  only)  is  attached  to 
the  saddle  and  can  be  swiveled  approximately  45  ° 
in  either  direction. 

POWER  FEED  MECHANISM:  The  power 
feed  mechanism  is  contained  in  the  knee  and 
controls  the  longitudinal,  transverse  (in  and  out) 
and  vertical  feeds.  You  can  obtain  the  desired  rate 
of  feed  on  machines,  such  as  the  one  shown  in 
figure  1 1-5,  by  positioning  the  feed  selection  levers 
as  indicated  on  the  feed  selection  plate.  On 
machines  such  as  the  one  in  figure  11-6,  you  get 
the  feed  you  want  by  turning  the  speed  selection 
handle  until  the  desired  rate  of  feed  is  indicated 
on  the  feed  dial.  Most  milling  machines  have  a 


rapid  traverse  lever  that  you  can  engage  when  you 
want  to  temporarily  increase  the  speed  of  the 
longitudinal,  transverse,  or  vertical  feeds.  For 
example,  you  would  engage  this  lever  to  position 
or  align  the  work. 

NOTE:  For  safety  reasons,  you  must  exercise 
extreme  caution  whenever  you  use  the  rapid 
traverse  controls. 

TABLE:  The  table  is  the  rectangular  casting 
located  on  top  of  the  saddle.  It  contains  several 
T-slots  for  fastening  work  or  workholding  devices 
to  it.  You  can  move  the  table  by  hand  or  by 
power.  To  move  the  table  by  hand,  engage  and 
turn  the  longitudinal  handcrank.  To  move  it  by 
power,  engage  the  longitudinal  directional  feed 
control  lever.  You  can  position  the  longitudinal 
directional  feed  control  lever  to  the  left,  to 
the  right,  or  in  the  center.  Place  the  end  of  the 
directional  feed  control  lever  to  the  left  to  feed 
the  table  toward  the  left.  Place  it  to  the  right  to 
feed  the  table  toward  the  right.  Place  it  in  the 
center  position  to  disengage  the  power  feed  or  to 
feed  the  table  by  hand. 

SPINDLE:  The  spindle  holds  and  drives  the 
various  cutting  tools.  It  is  a  shaft  mounted  on 
bearings  supported  by  the  column.  The  spindle 
is  driven  by  an  electric  motor  through  a  train  of 
gears,  all  mounted  within  the  column.  The  front 
end  of  the  spindle,  which  is  near  the  table,  has 
an  internal  taper  machined  in  it.  The  internal  taper 
(3  1/2  inches  per  foot)  permits  you  to  mount 
tapered-shank  cutter  holders  and  cutter  arbors. 
Two  keys,  located  on  the  face  of  the  spindle, 
provide  a  positive  drive  for  the  cutter  holder,  or 
arbor.  You  secure  the  holder  or  arbor  in  the 
spindle  by  a  drawbolt  and  jamnut,  as  shown  in 
figure  11-7.  Large  face  mills  are  sometimes 
mounted  directly  to  the  spindle  nose. 


J AMNUT 


•wilriilililili 


J 


DRAWBOLT 


ARBOR  SHANK 


SPINDLE 


OVERARM:  The  overarm  is  the  horizontal 
beam  to  which  you  fasten  the  arbor  support.  The 
overarm  may  be  a  single  casting  that  slides  in 
dovetail  ways  on  the  top  of  the  column  (fig.  11-6) 
or  it  may  consist  of  one  or  two  cylindrical  bars 
that  slide  through  holes  in  the  column,  as  shown 
in  figure  11-6.  To  position  the  overarm  on  some 
machines,  you  first  unclamp  locknuts  and  then 
extend  the  overarm  by  turning  a  crank.  On  others, 


TOOLMAKERS  UNIVERSAL  VISE 


you  move  the  overarm  by  simply  pushing  on  it. 
You  should  extend  the  overarm  only  far  enough 
to  position  the  arbor  support  to  make  the  setup 
as  rigid  as  possible.  To  place  arbor  supports  on 
an  overarm  such  as  the  one  shown  as  B,  in  figure 
11-6,  extend  one  of  the  bars  approximately  1  inch 
farther  than  the  other  bar.  Tighten  the  locknuts 
after  positioning  the  overarm.  On  some  milling 
machines  the  coolant  supply  nozzle  is  fastened  to 
the  overarm.  You  can  mount  the  nozzle  with  a 
split  clamp  to  the  overarm  after  you  have  placed 
the  arbor  support  in  position. 

ARBOR  SUPPORT:  The  arbor  support  is  a 
casting  that  contains  a  bearing  which  aligns  the 
outer  end  of  the  arbor  with  the  spindle.  This  helps 
to  keep  the  arbor  from  springing  during  cutting 
operations.  Two  types  of  arbor  supports  are 
commonly  used.  One  type  has  a  small  diameter 
bearing  hole,  usually  1-inch  maximum  diameter. 
The  other  type  has  a  large  diameter  bearing  hole, 
usually  up  to  2  3/4  inches.  An  oil  reservoir  in  the 
arbor  support  keeps  the  bearing  surfaces 
lubricated.  You  can  clamp  an  arbor  support  at 
any  place  you  want  on  the  overarm.  Small  arbor 
supports  give  additional  clearance  below  the 
arbor  supports  when  you  are  using  small  diameter 
cutters.  However,  small  arbor  supports  can 
provide  support  only  at  the  extreme  end  of  the 
arbor.  For  this  reason  they  are  not  recommended 
for  general  use.  Large  arbor  supports  can  provide 
support  near  the  cutter,  if  necessary. 

NOTE:  Before  loosening  or  tightening  the 
arbor  nut,  you  must  install  the  arbor  support.  This 
will  prevent  bending  or  springing  of  the  arbor. 

SIZE  DESIGNATION:  All  milling  machines 
are  identified  by  four  basic  factors:  size, 
horsepower,  model,  and  type.  The  size  of  a  milling 
machine  is  based  on  the  longitudinal  (from  left 
to  right)  table  travel  in  inches.  Vertical,  cross,  and 
longitudinal  travel  are  all  closely  related  as  far  as 
overall  capacity  is  concerned.  For  size  designa- 
tion, only  the  longitudinal  travel  is  used.  There 
are  six  sizes  of  knee-type  milling  machines,  with 
each  number  representing  the  number  of  inches 
of  travel. 


BROWN  &  SHARPE  Manufacturing  Company,  North  Kingstown,  RJ 

28.199X 
Figure  11-8.— Milling  machine  vises. 


Standard  Size 
No.  1 
No.  2 
No.  3 
No.  4 
No.  5 
No.  6 


Longitudinal  Table  Travel 
22  inches 
28  inches 
34  inches 
42  inches 
50  inches 
60  inches 


11-6 


brands.  The  TYPE  of  milling  machine  is 
designated  as  plain  or  universal,  horizontal  or 
vertical,  and  knee  and  column  or  bed.  In 
addition,  machines  may  have  other  special  type 
designations. 

Standard  equipment  used  with  milling 
machines  in  Navy  ships  includes  workholding 
devices,  spindle  attachments,  cutters,  arbors,  and 
any  special  tools  needed  for  setting  up  the 
machines  for  milling.  This  equipment  allows  you 
to  hold  and  cut  the  great  variety  of  milling  jobs 
you  will  encounter  in  Navy  repair  work. 

WORKHOLDING  DEVICES 

The  following  workholding  devices  are  the 
ones  that  you  will  probably  use  most  frequently. 


vise  provides  the  most  support  for  a  rigid 
workpiece.  The  swivel  vise  is  similar  to  the  flanged 
vise,  but  the  setup  is  less  rigid  because  the 
workpiece  can  be  swiveled  in  a  horizontal  plane 
to  any  required  angle.  The  toolmaker's  universal 
vise  provides  the  least  rigid  support  because  it  is 
designed  to  set  up  the  workpiece  at  a  complex 
angle  in  relation  to  the  axis  of  the  spindle  and  to 
the  surface  of  the  table. 

INDEXING  EQUIPMENT 

Indexing  equipment  (fig.  11-9)  is  used  to  hold 
and  turn  the  workpiece  so  that  a  number  of 
accurately  spaced  cuts  can  be  made  (gear  teeth  for 
example).  The  workpiece  may  be  held  in  a  chuck 
or  a  collet,  attached  to  the  dividing  head  spindle, 
or  held  between  a  live  center  in  the  dividing 


~'  -  "r.j.":'.r.'".':".:::r—"  • 

CENTER  REST| 

BRACKETS  FOR 
MOUNTING  CHANGE 
GEARS 


DIVIDING 

HEAD 
CENTER 


[FOOTSTOCK] 


[INDEX  PLATES 


CHANGE  GEARS! 


BROWN  &  SHARPS  Manufacturing  Company,  North  Kingstown,  RI 

28.200X 


Figure  11-9. — Indexing  equipment. 

11-7 


index  head  and  a  dead  center  in  the  footstock. 
The  center  of  the  footstock  can  be  raised  or 
lowered  for  setting  up  tapered  workpieces.  The 
center  rest  can  be  used  to  support  long  slender 
work. 

Dividing  Head 

The  internal  components  of  the  dividing  head 
are  shown  in  figure  11-10.  The  ratio  between  the 
worm  and  the  gear  is  40  to  1.  By  turning  the 
worm  one  turn,  you  rotate  the  spindle  1/40  of  a 
revolution.  The  index  plate  has  a  series  of 
concentric  circles  of  holes,  which  you  can  use  to 
gauge  partial  turns  of  the  worm  shaft  and  to  turn 
the  spindle  accurately  in  amounts  smaller  than 
1/40  of  a  revolution.  You  can  secure  the  index 
plate  either  to  the  dividing  head  housing  or  to  a 
rotating  shaft  and  you  can  adjust  the  crankpin 
radially  for  use  in  any  circle  of  holes.  You  can 
also  set  the  sector  arms  as  a  guide  to  span  any 
number  of  holes  in  the  index  plate  to  provide  a 
guide  for  rotating  the  index  crank  for  partial 
turns.  To  rotate  the  workpiece,  you  can  turn  the 
dividing  head  spindle  either  directly  by  hand  by 
disengaging  the  worm  and  drawing  the  plunger 
back*  or  by  the  index  crank  through  the  worm 
and  worm  gear. 

The  spindle  is  set  in  a  swivel  block  so  that  you 
can  set  the  spindle  at  any  angle  from  slightly  below 
horizontal  to  slightly  past  vertical.  As  mentioned 
previously,  most  index  heads  have  a  40:1  ratio. 
One  well-known  exception  has  a  5  to  1  ratio 
(see  fig.  11-11).  This  ratio  is  made  possible  by  a 
5  to  1  gear  ratio  between  the  index  crank  and  the 
dividing  head  spindle.  The  faster  movement  of  the 
spindle  with  one  turn  of  the  index  crank  permits 
speedier  production.  It  is  also  an  advantage  in 
truing  work  or  testing  work  for  run  out  with  a 
dial  indicator.  Although  made  to  a  high  standard 


SECTOR  ARM 


DIVIDING 
HEAD  SPINDLE 


WORM  GEAR 
(40     TEETH) 


WORM 


SECTOR  ARM 


INDEX  >  WORM 

PLATE  SHAFT 


Photo  courtesy  of  Kearney  &  Trecker  Corporation,  Milwaukee,  Wis. 

28.368X 

Figure   11-11.— Universal   spiral   dividing   head   with    a 
5  to  1  ratio  between  the  spindle  and  the  index  crank. 


of  accuracy,  the  5  to  1  ratio  dividing  head 
does  not  permit  as  wide  a  selection  of 
divisions  by  simple  indexing.  Differential  indexing 
(discussed  later  in  this  chapter)  can  be  done  on 
the  5  to  1  ratio  dividing  head  by  using  a 
differential  indexing  attachment. 


LEAD 
SCREW 


Fieure  11-10. — Dividino  head  mechanism. 


Fiaure  11-12.- 


28.307X 
-Enclosed  drivinc  mechanism. 


the  work — as  required  for  helical  and  spiral 
milling.  The  index  head  may  have  one  of  several 
driving  mechanisms.  The  most  common  of  these 
is  the  ENCLOSED  DRIVING  MECHANISM, 
which  is  standard  equipment  on  some  makes  of 
plain  and  universal  knee  and  column  milling 
machines.  The  enclosed  driving  mechanism  has 
a  lead  range  of  2  1/2  to  100  inches  and  is  driven 
directly  from  the  lead  screw. 

Gearing  Arrangement 

Figure  11-12  illustrates  the  gearing  arrange- 
ment used  on  most  milling  machines.  The  gears 
are  marked  as  follows: 

A  =  Gear  on  the  worm  shaft  (driven) 
B  =  First  gear  on  the  idler  stud  (driving) 


E  and  F  =  Idler  gears 

LOW  LEAD  DRIVE.— For  some  models  and 
makes  of  milling  machines  a  low  lead  driving 
mechanism  is  available;  however,  additional  parts 
must  be  built  into  the  machine  at  the  factory.  This 
driving  mechanism  has  a  lead  range  of  0.125  to 
100  inches. 

LONG   AND    SHORT   LEAD  DRIVE.— 

When  an  extremely  long  or  short  lead  is  required, 
you  can  use  the  long  and  short  lead  attachment 
(fig.  11-13).  As  with  the  low  lead  driving 
mechanism,  the  milling  machine  must  have 
certain  parts  built  into  the  machine  at  the  factory. 
In  this  attachment,  an  auxiliary  shaft  in  the  table 
drive  mechanism  supplies  power  through  the  gear 


BROWN  &  SHARPE  Manufacturing  Company,  North  Kingstown,  Rl 

126.27X 


Figure  11-13. — The  long  and  short  lead  attachment. 
11-9 


train  to  the  dividing  head.  It  also  supplies  the 
power  for  the  table  lead  screw  which  is  disengaged 
from  the  regular  drive  when  the  attachment  is 
used.  This  attachment  provides  leads  in  the  range 
between  0.010  and  1000  inches. 

CIRCULAR  MILLING  ATTACHMENT.— 

The  circular  milling  attachment,  or  rotary  table 


(fig.  11-14),  is  used  for  setting  up  work  that 
must  be  rotated  in  a  horizontal  plane.  The 
worktable  is  graduated  (1/2°  to  360°)  around  its 
circumference.  You  can  turn  the  table  by 
hand  or  by  the  table  feed  mechanism  through 
a  gear  train  (fig.  11-14).  An  80  to  1  worm 
and  gear  drive  contained  in  the  rotary  table 
and  index  plate  arrangement  makes  this  device 


BROWN  &  SHARPS  Manufacturing  Company,  North  Kingstown,  RI 


SPECIAL  ATTACHMENTS 

The  universal  milling  (head)  attachment, 
shown  in  figure  11-15,  is  clamped  to  the  column 
of  the  milling  machine.  The  cutter  can  be  secured 
in  the  spindle  of  the  attachment  and  then  can  be 
set  by  the  two  rotary  swivels  so  that  the  cutter  will 


ment  is  driven  by  gearing  connected  to  the  milling 
machine  spindle. 

SLOTTING  ATTACHMENT 

Although  special  machines  are  designed  for 
cutting  slots  (such  as  key  ways  and  splines),  this 
type  of  machine  frequently  is  not  available. 
Consequently,  the  machinist  must  devise  other 
means  for  cutting  slots.  The  slotting  attachment 


CIRCULAR 

MILLING 

ATTACHMENT 

(ROTARY  TABLE) 


28.202X 


Figure  11-15. —Circular  milling  attachments  (rotary  table)  and  universal  (head)  attachment. 


11-11 


in  figure  11-16,  when  mounted  on  the  column  and 
the  spindle  of  a  plain  or  universal  milling  machine, 
will  perform  such  operations. 

The  attachment  is  designed  so  that  the  rotating 
motion  of  the  spindle  is  changed  to  reciprocating 
motion  of  the  tool  slide  on  the  slotter,  similar  to 
the  ram  on  a  shaper.  A  single  point  cutting  tool 
is  used.  Since  the  tool  slide  can  be  swiveled 
through  360°,  slotting  can  be  done  at  any  angle, 
and  the  stroke  can  be  set  to  from  0  to  4  inches. 


INDEXING  THE  WORK 

Indexing  is  done  by  the  direct,  plain, 
compound,  or  differential  method.  The  direct  and 
plain  methods  are  the  most  commonly  used;  the 
compound  and  differential  methods  are  used  only 
when  the  job  cannot  be  done  by  plain  or  direct 
indexing. 


DIRECT  INDEXING 

Direct  indexing,  sometimes  referred  to  as  rapid 
indexing,  is  the  simplest  method  of  indexing. 
Figure  1 1-17  shows  the  front  index  plate  attached 
to  the  work  spindle.  The  front  index  plate  usually 
has  24  equally  spaced  holes.  These  holes  can  be 
engaged  by  the  front  index  pin,  which  is  spring- 
loaded  and  moved  in  and  out  by  a  small  lever. 
Rapid  indexing  requires  that  the  worm  and  the 
worm  wheel  be  disengaged  so  that  the  spindle  can 
be  moved  by  hand.  Numbers  that  can  be  divided 
into  24  can  be  indexed  in  this  manner.  Rapid  in- 
dexing is  used  when  a  large  number  of  duplicate 
parts  are  to  be  milled. 

To  find  the  number  of  holes  to  move  the 
index  plate,  divide  24  by  the  number  of  divisions 
required. 

Number  of  holes  to  move  =  24/N  where 
N  =  required  number  of  divisions 

Example:  Indexing  for  a  hexagon  head  bolt: 
because  a  hexagon  head  has  six  flats, 

~  =  24  =  4  holes 
N       6 

IN  ANY  INDEXING  OPERATION  AL- 
WAYS START  COUNTING  FROM  THE 
HOLE  ADJACENT  TO  THE  CRANKPIN. 
During  heavy  cutting  operations,  clamp  the 
spindle  by  the  clamp  screw  to  relieve  strain  on  the 
index  pin. 


BROWN  &  SHARPS  Manufacturing  Company,  North  Kingstown,  RI 

28.369X 

Figure    11-16.— Slotting    a    bushing    using    a    slotting 
attachment. 


BROWN  &  SHARPE  Manufacturing  Company,  North  Kingstown,  R. 

28.2093 
Figure  11-17.— Direct  index  plate. 


PLAIN  INDEXING 

Plain  indexing,  or  simple  indexing,  is  used 
when  a  circle  must  be  divided  into  more  parts  than 
is  possible  by  rapid  indexing.  Simple  indexing 
requires  that  the  spindle  be  moved  by  turning  an 
index  crank,  which  turns  the  worm  that  is  meshed 
with  the  worm  wheel.  The  ratio  between  worm 
and  the  worm  wheel  is  40  to  1  (40:1).  One  turn 
of  the  index  crank  turns  the  index  head  spindle 
1/40  of  a  complete  turn.  Therefore,  forty  turns 
of  the  index  crank  are  required  to  revolve  the 
spindle  chuck  and  the  job  one  complete  turn.  To 
determine  the  number  of  turns  or  fractional  parts 
of  a  turn  of  the  index  crank  necessary  to  cut  any 
required  number  of  divisions,  divide  40  by  the 
number  of  divisions  required. 

40 
Number  of  turns  of  the  index  crank  =  -rr 

where  N  =  number  of  divisions  required 
Example  (1):  Index  for  five  divisions 


40     40     Q  . 
N"  ~  T       turns 


There  are  eight  turns  of  the  crank  for  each 
division. 

Example  (2):  Index  for  eight  divisions 
40     40 


N       8 


5  turns 


Example  (3):  Index  for  ten  divisions 

40     40      ,  , 
N  =  10  =  4  turns 

When  the  number  of  divisions  required  does 
not  divide  evenly  into  40,  the  index  crank  must 
be  moved  a  fractional  part  of  a  turn  with  index 
plates.  A  commonly  used  index  head  comes  with 
three  index  plates.  Each  plate  has  six  circles  of 
holes  which  we  shall  use  as  an  example. 

Plate  one:  15-16-17-18-19-20 
Plate  two:  21-23-27-29-31-33 
Plate  three:  37-39-41-43-47-49 
The  previous  examples  of  using  the  indexing 


the  index  crank.  This  seldom  happens  on  the 
typical  indexing  job.  For  example,  indexing  for 
18  divisions 

40     40      ~4  . 

N  =  18  =  218  turns 

The  whole  number  indicates  the  complete 
turns  of  the  index  crank,  the  denominator  of  the 
fraction  represents  the  index  circle,  and  the 
numerator  represents  the  number  of  holes  to  use 
on  that  circle.  Because  there  is  an  18-hole  index 
circle,  the  mixed  number  2  4/18  indicates  that  the 
index  crank  will  be  moved  2  full  turns  plus  4  holes 
on  the  18-hole  circle.  The  sector  arms  are 
positioned  to  include  4  holes  and  the  hole  in  which 
the  index  crank  pin  is  engaged.  The  number  of 
holes  (4)  represents  the  movement  of  the  index 
crank;  the  hole  that  engages  the  index  crank  pin 
is  not  included. 

When  the  denominator  of  the  indexing 
fraction  is  smaller  or  larger  than  the  number  of 
holes  contained  in  any  of  the  index  circles,  change 
it  to  a  number  representing  one  of  the  circles  of 
holes.  Do  this  by  multiplying  or  dividing  the 
numerator  and  the  denominator  by  the  same 
number.  For  example,  to  index  for  the  machining 
of  a  hexagon  (N  =  6): 


4Q  =  40     3  =  120 
6        63       18 


12        2 
=  6    turns 


The  denominator  3  will  divide  equally  into  the 
following  circles  of  holes,  so  you  can  use  any  plate 
that  contains  one  of  the  circles. 

Plate  one:  15  and  18 
Plate  two:  21  and  33 
Plate  three:  39 

To  apply  the  fraction  2/3  to  the  circle  you  choose, 
convert  the  fraction  to  a  fraction  that  has  the 
number  of  holes  in  the  circle  as  a  denominator. 
For  example,  if  you  choose  the  15  hole  circle,  the 
fraction  2/3  becomes  10/15.  If  plate  3  happens 
to  be  on  the  index  head,  multiply  the  denominator 
3  by  13  to  equal  39.  In  order  not  to  change  the 
value  of  the  original  indexing  fraction,  also 
multiply  the  numerator  by  13 

2X13  =  26 
3      13      39 

The  original  indexing  rotation  of  6  2/3  turns 


full  turns  and  26  holes  on  the  39-hole  circle. 

When  the  number  of  divisions  exceeds  40, 
you  may  divide  both  the  numerator  and  the 
denominator  of  the  fraction  by  a  common  divisor 
to  obtain  an  index  circle  that  is  available.  For 
example,  if  160  divisions  are  required,  N  =  160; 
the  fraction  to  be  used  is 


40 

N 


_ 

160 


Because  there  is  no  160-hole  circle  this  fraction 
must  be  reduced.  To  use  a  16-hole  circle,  divide 
the  numerator  and  denominator  by  10. 

40/10       4 


160/10      16 
Turn  4  holes  on  the  16-hole  circle. 

It  is  usually  more  convenient  to  reduce  the 
original  fraction  to  its  lowest  terms  and  then 
multiply  both  terms  of  the  fraction  by  a  factor 
that  will  give  a  number  representing  a  circle  of 
holes. 


40 
160 


4     4"  16 

The  following  examples  will  further  clarify  the 
use  of  this  formula: 

Example  1:  Index  for  9  divisions. 

40  =  40  _  A 
N       9      49 

If  an  18-hole  circle  is  used,  the  fraction 
becomes  4/9  x  2/2  =  8/18.  For  each  division, 
turn  the  crank  4  turns  and  8  holes  on  an  18-hole 
circle. 

Example  2:  Index  for  136  divisions. 


4C  I 

N 


40       5 
136      17 


There  is  a  17-hole  circle,  so  for  each  division 
turn  the  crank  5  holes  on  a  17-hole  circle. 


In  setting  the  sector  arms  to  space  off  the 
required  number  of  holes  on  the  index 
circle,  do  not  count  the  hole  that  the 
index  crank  pin  is  in. 

Most  manufacturers  provide  different  plates 
for  indexing.  Later  model  Brown  and  Sharpe 
index  heads  use  two  plates  with  the  following 
circle  of  holes: 

Plate  one:  15,  16,  19,  23,  31,  37,  41,  43,  47 
Plate  two:  17,  18,  20,  21,  27,  29,  33,  39,  47 

The  standard  index  plate  supplied  with  the 
Cincinnati  index  head  is  provided  with  1 1  different 
circles  of  holes  on  each  side. 

Side  one:  24-25-28-30-34-37-38-39-4-42-43 
Side  two:  46-47-49-51-53-54-57-58-59-62-66 

ANGULAR  INDEXING 

When  you  must  divide  work  into  degrees  or 
fractions  of  a  degree  by  plain  indexing,  remember 
that  one  turn  of  the  index  crank  will  rotate  a  point 
on  the  circumference  of  the  work  1/40  of  a  revolu- 
tion. Since  there  are  360  °  in  a  circle,  one  turn  of 
the  index  crank  will  revolve  the  circumference  of 
the  work  1  /40  of  360  °,  or  9  °.  Hence,  in  using  the 
index  plate  and  fractional  parts  of  a  turn,  2  holes 
in  an  18-hole  circle  equal  1  °  (1/9  turn  x  9°/turn), 
1  hole  in  a  27-hole  circle  equals  1/3°  (1/27 
turn  x  9°/turn),  3  holes  in  a  54-hole  circle  equal 
1/2°  (1/18  turn  x9°/turn).  To  determine  the 
number  of  turns  and  parts  of  a  turn  of  the  index 
crank  for  a  desired  number  of  degrees,  divide  the 
number  of  degrees  by  9.  The  quotient  will 
represent  the  number  of  complete  turns  and 
fractions  of  a  turn  that  you  should  rotate  the 
index  crank.  For  example,  the  calculation  for 
determining  15°  when  an  index  plate  with  a 
54-hole  circle  is  available,  is  as  follows: 


36 


or  one  complete  turn  plus  36  holes  on  the  54-hole 
circle.  The  calculation  for  determining  13  1/2° 


11-14 


or  one  complete  turn  plus  9  holes  on  the  18-hole 
circle. 

When  indexing  angles  are  given  in  minutes, 
and  approximate  divisions  are  acceptable,  move- 
ment of  the  index  crank  and  the  proper  index  plate 
may  be  determined  by  the  following  calculations. 
You  can  determine  the  number  of  minutes 
represented  by  one  turn  of  the  index  crank  by 
multiplying  the  number  of  degrees  covered  in  one 
turn  of  the  index  crank  by  60  minutes/degree. 

9  °  x  60  min/degree  =  540  min 

Therefore,  open  turn  of  the  index  crank  will  rotate 
the  index  head  spindle  540  minutes. 

The  number  of  minutes  (540)  divided  by 
the  number  of  minutes  in  the  division  desired, 
indicates  the  total  number  of  holes  there 
should  be  in  the  index  plate  used.  (Moving 
the  index  crank  one  hole  will  rotate  the  index 
head  spindle  through  the  desired  number  of 
minutes  of  angle.)  This  method  of  indexing 
can  be  used  only  for  approximate  angles  since 
ordinarily  the  quotient  will  come  out  in  mixed 
numbers  or  in  numbers  for  which  there  are 
no  index  plates  available.  However,  when  the 
quotient  is  nearly  equal  to  the  number  of 
holes  in  an  available  index  plate,  the  nearest 
number  of  holes  can  be  used  and  the  error 
will  be  very  small.  For  example  the  calculation 
for  24  minutes  would  be: 


540 

24 


22.5 
1 


or  one  hole  on  the  22.5  hole  circle.  Since  there 
is  no  22.5-hole  circle  on  the  index  plate,  a  23-hole 
circle  plate  would  be  used. 

If  a  quotient  is  not  approximately  equal 
to  an  available  circle  of  holes,  multiply  by 
any  trial  number  which  will  give  a  product 
equal  to  the  number  of  holes  in  one  of  the 
available  index  circles.  You  can  then  move 
the  crank  the  required  number  of  holes  to 
give  the  desired  division.  For  example,  the 
calculation  for  determining  54  minutes  when 


540      10     2      20  (20-hole  circle) 
or  2  holes  on  the  20-hole  circle. 

COMPOUND  INDEXING 

Compound  indexing  is  a  combination  of  two 
plain  indexing  procedures.  One  number  of 
divisions  is  indexed  using  the  standard  plain 
indexing  method;  another  number  of  divisions  is 
indexed  by  turning  the  index  plate  (leaving  the 
crank  pin  engaged  in  the  hole  as  set  in  the  first 
indexing  operation)  by  a  required  amount.  The 
difference  between  the  amount  indexed  in  the  first 
operation  and  the  amount  indexed  in  the  second 
operation  results  in  the  spindle  turning  the 
required  amount  for  the  number  of  divisions. 
Compound  indexing  is  seldom  used  because  (1) 
differential  indexing  is  easier,  (2)  high  number 
index  plates  are  usually  available  to  provide  any 
range  of  divisions  normally  required  and  (3)  the 
computation  and  actual  operation  are  quite 
complicated,  making  it  easy  for  errors  to  be 
introduced. 

Compound  indexing  is  briefly  described  in  the 
following  example.  To  index  99  divisions  proceed 
as  follows: 

1  .  Multiply  the  required  number  of  divisions 
by  the  difference  between  the  number  of  holes  in 
two  circles  selected  at  random.  Divide  this 
product  by  40  (ratio  of  spindle  to  crank)  times 
the  product  of  the  two  index  hole  circles.  Assume 
that  the  27-hole  circle  and  3  3  -hole  circle  have  been 
selected.  The  resulting  equation  is: 

99  x  (33  -  27)  99  x  6 

40  x  33  x  27        40  x  33  x  27 

2.  To  make  the  problem  easier  to  solve, 
factor  each  term  of  the  equation  into  its  lowest 
prime  factors  and  cancel  where  possible.  For 
example: 


(2  x 


x  2) 


(2  x  2  x  2  x  5)(17  x  2f)(3  x  2  x  3)      60 

The  result  of  this  process  must  be  in  the  form  of 
a  fraction  as  given  (that  is,  1  divided  by  some 
number).  Always  try  to  select  the  two  circles  which 


11-15 


have  factors  that  will  cancel  out  the  factors  in  the 
numerator  of  the  problem.  When  the  numerator 
of  the  resulting  fraction  is  greater  than  1 ,  divide 
it  by  the  denominator  and  use  the  quotient  (to 
nearest  whole  number)  instead  of  the  denominator 
of  the  fraction. 

3.  The  denominator  of  the  resulting  fraction 
derived  in  step  two  is  the  term  used  to  find  the 
number  of  turns  and  holes  for  indexing  the  spindle 
and  index  plate.  To  index  for  99  divisions,  turn 
the  spindle  by  an  amount  equal  to  60/33  or  one 
complete  turn  plus  27  holes  in  the  33-hole  circle; 
turn  the  index  plate  by  an  amount  equal  to  60/27, 
or  two  complete  turns  plus  6  holes  in  the  27-hole 
circle.  If  you  turn  the  index  crank  clockwise,  turn 
the  index  plate  counterclockwise  and  vice  versa. 


DIFFERENTIAL  INDEXING 

Differential  indexing  is  similar  to  compound 
indexing  except  that  the  index  plate  is  turned 
during  the  indexing  operation  by  gears  connected 
to  the  dividing  head  spindle.  Because  the  index 
plate  movement  is  caused  by  the  spindle  move- 
ment, only  one  indexing  procedure  is  required. 
The  gear  train  between  the  dividing  head  spindle 
and  the  index  plate  provides  the  correct  ratio  of 
movement  between  the  spindle  and  the  index 
plate. 

Figure  11-18  shows  a  dividing  head  set  up  for 
differential  indexing.  The  index  crank  is  turned 
as  it  is  for  plain  indexing,  thus  turning  the  spindle 
gear  and  then  the  compound  gear  and  the  idler 
to  drive  the  gear  which  turns  the  index  plate. 
Specific  procedures  for  installing  the  gearing 
and  arranging  the  index  plate  for  differential  in- 
dexing (and  compound  indexing)  are  given  in 
manufacturers'  technical  manuals. 

To  index  57  divisions,  for  example,  take  the 
following  steps: 

1 .  Select  a  number  greater  or  lesser  than  the 
required  number   of  divisions   for   which  an 
available  index  plate  can  be  used  (60  for  example). 

2.  The  number  of  turns  for  plain  indexing  60 
divisions  is:  40/60  or  14/21,  which  will  require 
14  holes  in  a  21 -hole  circle  in  the  index  plate. 

3.  To  find  the  required  gear  ratio,  subtract  the 
required  number  of  divisions  from  the  selected 


28.210X 


Figure  11-18. — Differential  indexing. 


number  or  vice  versa  (depending  on  which  is 
larger),  and  multiply  the  result  by  40/60  (formula 
for  indexing  60  divisions).  Thus: 


gear  ratio  =  (60  -  57)  x  —  = 


The  numerator  indicates  the  spindle  gear;  the 
denominator  indicates  the  driven  gear. 

4.  Select  two  gears  that  have  a  2  to  1  ratio  (for 
example  a  48-tooth  gear  and  a  24-tooth  gear). 

5 .  If  the  selected  number  is  greater  than  the 
actual  number  of  divisions  required,  use  one  or 
three  idlers  in  the  simple  gear  train;  if  the  selected 
number  is  smaller,  use  none  or  two  idlers.  The 
reverse  is  true  for  compound  gear  trains.  Since 
the  number  is  greater  in  this  example,  use  one  or 
three  idlers. 

6.  Now  turn  the  index  crank  14  holes  in  the 
21-hole  circle  of  the  index  plate.  As  the  crank 
turns  the  spindle,  the  gear  train  turns  the  index 
plate  slightly  faster  than  the  index  crank. 

Wide  Range  Divider 

In  the  majority  of  indexing  operations,  you 
can  get  the  desired  number  of  equally  spaced 
divisions  by  using  either  direct  or  plain  indexing. 


11-16 


By  using  one  or  the  other  of  these  methods,  you 
may  index  up  to  2,640  divisions.  To  increase  the 
range  of  divisions,  use  the  high  number  index 
plates  in  place  of  the  standard  index  plate.  These 
high  number  plates  have  a  greater  number  of 
circles  of  holes  and  a  greater  range  of  holes  in  the 
circles  than  the  standard  plates.  This  increases  the 
range  of  possible  divisions  from  1,040  to  7,960. 

In  some  instances,  you  may  need  to  index 
beyond  the  range  of  any  of  these  methods.  To 
further  increase  the  range,  use  a  universal  dividing 
head  that  has  a  wide  range  divider.  This  type  of 
indexing  equipment  enables  you  to  index  divisions 
from  2  to  400,000.  The  wide  range  divider  (Fig. 
11-19)  consists  of  a  large  index  plate  with  sector 
arms  and  a  crank  and  a  small  index  plate  with 
sector  arms  and  a  crank.  The  large  index  plate 
(A,  fig  11-19)  has  holes  drilled  on  both  sides  and 
contains  eleven  circles  of  holes  on  each  side  of 
the  plate.  The  number  of  holes  in  the  circles  on 
one  side  are  24,  28,  30,  34,  37,  38,  39,  41,  42,  43, 
and  100.  The  other  side  of  the  plate  has  circles 
containing  46,  47,  49,  51,  53,  54,  57,  58,  59,  62, 
and  66  holes.  The  small  index  plate  has  two  circles 


of  holes  and  is  drilled  on  one  side  only.  The  outer 
circle  has  100  holes  and  the  inner  circle  has  54 
holes. 

The  small  index  plate  (C,  fig.  11-19)  is 
mounted  on  the  housing  of  the  planetary  gearing 
(G,  fig.  11-19),  which  is  built  into  the  index  crank 
(B,  fig.  11-19)  of  the  large  plate.  As  the  index 
crank  of  the  large  plate  is  rotated,  the  planetary 
gearing  assembly  and  the  small  index  plate  and 
crank  rotate  with  it. 

As  with  the  standard  dividing  head,  the  large 
index  crank  rotates  the  spindle  in  the  ratio  of  40 
to  1 .  Therefore,  one  complete  turn  of  the  large 
index  crank  rotates  the  dividing  head  spindle  1/40 
of  a  turn,  or  9  °.  By  using  the  large  index  plate 
and  the  crank,  you  can  index  in  the  conventional 
manner.  Machine  operation  is  the  same  as  it  is 
with  the  standard  dividing  head. 

When  the  small  index  crank  (D,  fig.  11-19)  is 
rotated,  the  large  index  crank  remains  stationary 
but  the  main  shaft  that  drives  the  work  revolves 
in  the  ratio  of  1  to  100.  This  ratio,  superimposed 
on  the  40  to  1  ratio  between  the  worm  and  worm 


Figure  11-19. — The  wide  range  divider. 


126.28X 


wheel  (fig.  1 1-20),  causes  the  dividing  head  spindle 
to  rotate  in  the  ratio  of  4,000  to  1.  This  means 
that  one  complete  revolution  of  the  spindle  will 
require  4,000  turns  of  the  small  index  crank. 
Turning  the  small  crank  one  complete  turn  will 
rotate  the  dividing  head  spindle  5  minutes,  24 
seconds  of  a  degree.  If  one  hole  of  the  100-hole 
circle  on  the  small  index  plate  were  to  be  indexed, 
the  dividing  head  spindle  would  make  1/400,000 
of  a  turn,  or  3.24  seconds  of  a  degree. 

You  can  get  any  whole  number  of  divisions 
up  to  and  including  60,  and  hundreds  of  others, 
by  using  only  the  large  index  plate  and  the  crank. 
The  dividing  head  manufacturer  provides  tables 
listing  many  of  the  settings  for  specific  divisions 
that  may  be  read  directly  from  the  table  with  no 
further  calculations  necessary.  If  the  number  of 
divisions  required  is  not  listed  in  the  table  or  if 
there  are  no  tables,  use  the  manufacturer's  manual 
or  other  reference  for  instructions  on  how  to 
compute  the  required  settings. 

Adjusting  the  Sector  Arms 

To  use  the  index  head  sector  arms,  turn  the 
left-hand  arm  to  the  left  of  the  index  pin,  which 
is  inserted  into  the  first  hole  in  the  circle  of  holes 
that  is  to  be  used.  Then  loosen  the  setscrew  (fig. 
11-19E)  and  adjust  the  right-hand  arm  of  the 


sector  so  that  the  correct  number  of  holes  will  be 
contained  between  the  two  arms  (fig.  11-21).  After 
making  the  adjustments,  lock  the  setscrew  to  hold 
the  arms  in  position.  When  setting  the  arms,  count 
the  required  number  of  holes  from  the  one  in 
which  the  pin  is  inserted,  considering  this  hole  as 
zero.  By  subsequent  use  of  the  index  sector,  you 
will  not  need  to  count  the  holes  for  each  division. 
When  using  the  index  crank  to  revolve  the  spindle, 
you  must  unlock  the  spindle  clamp  screw; 
however,  before  cutting  work  held  in  or  on  the 
index  head,  lock  the  spindle  again  to  relieve  the 
strain  on  the  index  pin. 


CUTTERS  AND  ARBORS 

When  you  perform  a  milling  operation,  you 
move  the  work  into  a  rotating  cutter.  On  most 
milling  machines,  the  cutter  is  mounted  on  an 
arbor  that  is  driven  by  the  spindle.  However,  the 
spindle  may  drive  the  cutter  directly.  We  will 
discuss  cutters  in  the  first  part  of  this  section  and 
arbors  in  the  second  part. 

CUTTERS 

There  are  many  different  milling  machine 
cutters.  Some  cutters  can  be  used  for  several 


•  CLAMPING  STRAPS 
SWIVEL  BLOCK 


INDEX- PIN          INDEX  CRANK 


ECCENTRIC 

FOR 

DISENGAGING 
WORM 


TRUNNION 

INDEX  PLATE 


\ 


INDEX  PLATE 
STOP  PIN 


INDEX 
CRANK 


WORM 
SHAFT  NUT 


INDEX  PLATE 


28.371X 

Figure  11-21. — Principal  parts  of  a  late  model  Cincinnati 
universal  spiral  index  head. 


operations,  while  others  can  be  used  for  only  one 
operation.  Some  cutters  have  straight  teeth  and 
others  have  helical  teeth.  Some  cutters  have 
mounting  shanks  and  others  have  mounting  holes. 
You  must  decide  which  cutter  to  use.  To  make 
this  decision,  you  must  be  familiar  with  the 
various  milling  cutters  and  their  uses.  The 
information  in  this  section  will  help  you  to  select 
the  proper  cutter  for  each  of  the  various 
operations  you  will  perform.  In  this  section  we 
will  cover  cutter  types  and  cutter  selection. 

Standard  milling  cutters  are  made  in  many 
shapes  and  sizes  for  milling  both  regular  and 
irregular  shapes.  Various  cutters  designed  for 
specific  purposes  also  are  available;  for  example, 


a  cutter  for  milling  a  particular  kind  of  curve  on 
some  intermediate  part  of  the  workpiece. 

Milling  cutters  generally  take  their  names  from 
the  operation  that  they  perform.  The  most 
common  cutters  are:  (1)  plain  milling  cutters  of 
various  widths  and  diameters,  used  principally  for 
milling  flat  surfaces  that  are  parallel  to  the  axis 
of  the  cutter:  (2)  angular  milling  cutters,  designed 
for  milling  V-grooves  and  the  grooves  in  reamers, 
taps,  and  milling  cutters;  (3)  face  milling  cutters, 
used  for  milling  flat  surfaces  at  a  right  angle  to 
the  axis  of  the  cutter;  and  (4)  forming  cutters,  used 
to  produce  surfaces  with  an  irregular  outline. 

Milling  cutters  may  also  be  classified  as  arbor- 
mounted,  or  shank-mounted.  Arbor-mounted 
cutters  are  mounted  on  the  straight  shanks  of 
arbors.  The  arbor  is  then  inserted  into  the  milling 
machine  spindle.  We  will  discuss  the  methods  of 
mounting  arbors  and  cutters  in  greater  detail  later 
in  this  chapter. 

Milling  cutters  may  have  straight,  right-hand, 
left-hand,  or  staggered  teeth.  Straight  teeth  are 
parallel  to  the  axis  of  the  cutter.  If  the  helix  angle 
twists  in  a  clockwise  direction  (viewed  from  either 
end),  the  cutter  has  right-hand  teeth.  If  the  helix 
angle  twists  in  a  counterclockwise  direction,  the 
cutter  has  left-hand  teeth.  The  teeth  on  staggered- 
tooth  cutters  are  alternately  left-hand  and  right- 
hand. 

Types  and  Uses 

There  are  many  different  types  of  milling 
cutters.  We  will  now  discuss  these  types  and  their 
uses. 

PLAIN  MILLING  CUTTER.— You  will  use 
plain  milling  cutters  to  mill  flat  surfaces  that  are 
parallel  to  the  cutter  axis.  As  you  can  see  in  figure 
1 1-22,  a  plain  milling  cutter  is  a  cylinder  with  teeth 


28.372 


SmiWA    11  _'>•}    Dlain    millinn 


cut  on  the  circumference  only.  Plain  milling 
cutters  are  made  in  a  variety  of  diameters  and 
widths.  Note  in  figure  11-23,  that  the  cutter  teeth 
may  be  either  straight  or  helical.  When  the  width 
is  more  than  3/4  inch,  the  teeth  are  usually  helical. 
The  teeth  of  a  straight  cutter  tool  are  parallel  to 
axis  of  the  cutter.  This  causes  each  tooth  to  cut 
along  its  entire  width  at  the  same  time,  causing 
a  shock  as  the  tooth  starts  to  cut.  Helical  teeth 


eliminate  this  shock  and  produce  a  free  cutting 
action.  A  helical  tooth  begins  .the  cut  at  one  end 
and  continues  across  the  work  with  a  smooth 
shaving  action.  Plain  milling  cutters  usually  have 
radial  teeth.  On  some  coarse  helical  tooth  cutters 
the  tooth  face  is  undercut  to  produce  a  smoother 
cutting  action.  Coarse  teeth  decrease  the  tendency 
of  the  arbor  to  spring  and  give  the  cutter  greater 
strength. 


RADIAL  RELIEF 
ANGLE 


CLEARANC  SURFACE 
LAND 

HEEL 
FLUTE 

TOOTH 


RADIAL  RAKE  ANGLE 
(POSITIVE  SHOWN) 


OFFSET 


PERIPHERAL 
CUTTING  EDGE 


TOOTH  FACE 


CLEARANCE 
SURFACE 


CONCAVITY 


AXIAL  RELIEF 
ANGLE 


FILLET 


LIP  ANGLE 


HELICAL  TEETH 


HELICAL  RAKE  ANGLE 
(LH  HELIX  SHOWN  } 


RADIAL  RAKE  ANGLE 
(POSITIVE  SHOWN)' 


RADIAL  RELIEF 
TOOTH 


FILLET 


TOOTH  FACE 


AXIAL  RELIEF  — 


OFFSET 


A  plain  milling  cutter  has  a  standard  size 
arbor  hole  for  mounting  on  a  standard  size 
arbor.  The  size  of  the  cutter  is  designated  by  the 
diameter  and  width  of  the  cutter,  and  the  diameter 
of  the  arbor  hole  in  the  cutter. 

SIDE  MILLING  CUTTER.— The  side  milling 
cutter  (fig.  11-24)  is  a  plain  milling  cutter  with 
teeth  cut  on  both  sides  as  well  as  on  the  periphery 
or  circumference  of  the  cutter.  You  can  see  that 
the  portion  of  the  cutter  between  the  hub  and  the 
side  of  the  teeth  is  thinner  to  give  more  chip 
clearance.  These  cutters  are  often  used  in  pairs 
to  mill  parallel  sides.  This  process  is  called  straddle 
milling.  Cutters  more  than  8  inches  in  diameter 
are  usually  made  with  inserted  teeth.  The  size 
designation  is  the  same  as  for  plain  milling  cutters. 

HALF-SIDE  MILLING  CUTTER.— Half- 
side  milling  cutters  (fig.  11-25)  are  made 
particularly  for  jobs  where  only  one  side  of  the 
cutter  is  needed.  These  cutters  have  coarse,  helical 
teeth  on  one  side  only  so  that  heavy  cuts  can  be 
made  with  ease. 


SIDE  MILLING  CUTTER  (INTERLOCK- 
ING).— Side  milling  cutters  whose  teeth  interlock 
(fig.  1 1-26)  can  be  used  to  mill  standard  size  slots. 
The  width  is  regulated  by  thin  washers  inserted 
between  the  cutters. 

METAL  SLITTING  SAW.— You  can  use  a 
metal  slitting  saw  to  cut  off  work  or  to  mill 
narrow  slots.  A  metal  slitting  saw  is  similar  to  a 
plain  or  side  milling  cutter,  with  a  face  width 
usually  less  than  3/16  inch.  This  type  of  cutter 
usually  has  more  teeth  for  a  given  diameter  than 
a  plain  cutter.  It  is  thinner  at  the  center  than  at 
the  outer  edge  to  give  proper  clearance  for  milling 


Figure  11-25. — Half-side  milling  cutter. 


Figure  11-24. — Side  milling  cutter. 


Figure  11-26. — Interlocking  teeth  side  milling  cutter. 


deep  slots.  Figure  11-27  shows  a  metal  slitting  saw 
with  teeth  cut  in  the  circumference  of  the  cutter 
only.  Some  saws,  such  as  the  one  in  figure  1 1-28, 
have  side  teeth  which  achieve  better  cutting 
action,  break  up  chips,  and  prevent  dragging  when 
you  cut  deep  slots.  For  heavy  sawing  in  steel,  there 
are  metal  slitting  saws  with  staggered  teeth,  as 
shown  in  figure  11-29.  These  cutters  are  usually 
3/16  inch  to  3/8  inch  thick. 

SCREW  SLOTTING  CUTTER.— The  screw 
slotting  cutter  (fig.  11-30)  is  used  to  cut  shallow 
slots,  such  as  those  in  screw  heads.  This  cutter 
has  fine  teeth  cut  on  its  circumference.  It  is  made 
in  various  thicknesses  to  correspond  to  American 
Standard  gauge  wire  numbers. 

ANGLE  CUTTER.-— Angle  cutters  are  used 
to  mill  surfaces  that  are  not  at  a  right  angle  to 


Figure  11-27. —Metal  slitting  saw. 


Figure  11-29.— Slitting  saw  with  staggered  teeth. 


Figure  11-30.— Screw  slotting  cutter. 


Figure  ll-28.-Slitting  saw  with  side  teeth.  Figure  ll-31.-Single  angle  cutter. 

11-22 


cutter  axis.  You  can  use  angle  cutters  for  a  variety 
of  work,  such  as  milling  V-grooves  and  dovetail 
ways.  On  work  such  as  dovetailing,  where  you 
cannot  mount  a  cutter  in  the  usual  manner  on  an 
arbor,  you  can  mount  an  angle  cutter  that  has  a 
threaded  hole,  or  is  constructed  like  a  shell  end 


Figure  11-32. — Double  angle  cutter. 


mill,  on  the  end  of  a  stub  or  shell  end  mill 
arbor.  When  you  select  an  angle  cutter  for  a  job 
you  should  specify  the  type,  hand,  outside 
diameter,  thickness,  hole  size,  and  angle. 

There  are  two  types  of  angle  cutters — single 
and  double.  The  single  angle  cutter,  shown  in 
figure  1 1-31,  has  teeth  cut  at  an  oblique  angle  with 
one  side  at  an  angle  of  90  °  to  the  cutter  axis  and 
the  other  usually  at  45°,  50°,  or  80°. 

The  double  angle  cutter  (fig.  11-32)  has  two 
cutting  faces,  which  are  at  an  angle  to  the  cutter 
axis.  When  both  faces  are  at  the  same  angle  to 
the  axis,  you  obtain  the  cutter  you  want  by 
specifying  the  included  angle.  When  they  are 
different  angles,  you  specify  the  angle  of  each  side 
with  respect  to  the  plane  of  intersection. 

FLUTING  CUTTER.— A  fluting  cutter  is  a 
double  angle  form  tooth  cutter  with  the  points  of 
the  teeth  well  rounded.  It  is  generally  used  to  mill 
flutes  in  reamers.  Fluting  cutters  are  marked  with 
the  range  of  diameters  they  are  designed  to  mill. 

END  MILL  CUTTERS.— End  mill  cutters 
may  be  the  SOLID  TYPE  with  the  teeth  and  the 
shank  as  an  integral  part  (fig.  1 1-33),  or  they  may 


(A)  Two-flute  single-end;  (B)  Two-flute  double-end;  Carbide-tipped,  straight  flutes;  (H)  Carbide-tipped,  RH 
(C)  Three-flute  single-end;  (D)  Multiple-flute  single-end;  helical  flutes;  (I)  Multiple-flute  with  toper  shank;  (J) 
(E)  Four-flute  double-end;  (F)  Two -flute  ball-end;  (G)  Carbide -tipped  with  taper  shank  and  helical  flutes. 


Figure  11-34.— Shell  end  mill. 


be  the  SHELL  TYPE  (fig.  11-34)  in  which  the 
cutter  body  and  the  shank  or  arbor  are  separate. 
End  mill  cutters  have  teeth  on  the  circumference 
and  on  the  end.  Those  on  the  circumference  may 
be  either  straight  or  helical  (fig.  11-35). 

Except  for  the  shell  type,  all  end  mills  have 
either  a  straight  shank  or  a  tapered  shank  which 
is  mounted  into  the  spindle  of  the  machine  for 


STANDARD 
MILLING  CUTTERS  AND  END  MILLS 


LENGTH  OF  OVERALL 


END  CUTTING  EDGE 
CONCAVITY  ANGLE 


TOOTH  FACE 


^J       N\ 


RADIAL  RAKE  ANGLE 
(POSITIVE  SHOWN) 


END  CLEARANCE 


AXIAL 
RELIEF  ANGLE 


END  GASH 


HELIX  ANGLE 


TOOTH  FACE 


C     RADIAL 
JUTTING   EDGE 


FLUTE 


ENLARGED  SECTION 
OF  END  MILL 


RADIAL  LAND 


RADIAL  CLEARANCE  ANGLE 


ENLARGED  SECTION 
nr  Fwn  MII  i    rnnrw 


driving  the  cutter.  There  are  various  types  of 
adapters  for  securing  end  mills  to  the  machine 
spindle. 

End  milling  involves  the  machining  of  surfaces 
(horizontal,  vertical,  angular,  or  irregular)  with 
end  mill  cutters.  Common  operations  include  the 
milling  of  slots,  keyways,  pockets,  shoulders,  and 
flat  surfaces,  and  the  profiling  of  narrow  surfaces. 

End  mill  cutters  are  used  most  often  on 
vertical  milling  machines.  However,  they  also  are 
used  frequently  on  machines  with  horizontal 
spindles.  Many  different  types  of  end  mill  cutters 
are  available  in  sizes  ranging  from  1/64  inch  to 
2  inches.  They  may  be  made  of  high-speed  steel, 
may  have  cemented  carbide  teeth,  or  may  be  of 
the  solid  carbide  type. 

TWO-FLUTE  END  MILLS  have  only  two 
teeth  on  their  circumference.  The  end  teeth  can 
cut  to  the  cutter.  Hence,  they  may  be  fed  into  the 
work  like  a  drill;  they  can  then  be  fed  lengthwise 
to  form  a  slot.  These  mills  may  be  either  the 
single-end  type  with  the  cutter  on  one  end  only, 
or  they  may  be  the  double-end  type.  (See  fig. 
11-33.) 

MULTIPLE-FLUTE  END  MILLS  have 
three,  four,  six,  or  eight  flutes  and  normally  are 
available  in  diameters  up  to  2  inches.  They  may 
be  either  the  single-end  or  the  double-end  type 
(fig.  11-33). 

BALL  END  MILLS  (fig.  1 1-33)  are  used  for 
milling  fillets  or  slots  with  a  radius  bottom,  for 
rounding  pockets  and  the  bottom  of  holes,  and 
for  all-around  die  sinking  and  die  making  work. 
Two-flute  end  mills  with  end  cutting  lips  can  be 
used  to  drill  the  initial  hole  as  well  as  to  feed 
longitudinally.  Four-flute  ball  end  mills  with 
center  cutting  lips  also  are  available.  These  work 
well  for  tracer  milling,  fillet  milling  and  die 
sinking. 

SHELL  END  MILLS  (fig.  1 1-34)  have  a  hole 
for  mounting  the  cutter  on  a  short  (stub)  arbor. 
The  center  of  the  shell  is  recessed  for  the  screw 
or  nut  that  fastens  the  cutter  to  the  arbor.  These 
mills  are  made  in  larger  sizes  than  solid  end  mills, 
normally  in  diameters  from  1  1/4  to  6  inches. 
Cutters  of  this  type  are  intended  for  slabbing  or 
surfacing  cuts,  either  face  milling  or  end  milling, 
and  usually  have  helical  teeth. 

FACE  MILLING  CUTTER.— Inserted  tooth 
face  milling  cutters  (fig.  1 1-36)  are  similar  to  shell 


Figure  11-36. — Inserted  tooth  face  milling  cutter. 


end  mills  in  that  they  have  teeth  on  the 
circumference  and  on  the  end.  They  are  attached 
directly  to  the  spindle  nose  and  use  inserted, 
replaceable  teeth  made  of  carbide  or  any  alloy 
steel. 

T-SLOT  CUTTER.— The  T-slot  cutter 
(fig.  11-37)  is  a  small  plain  milling  cutter 
with  a  shank.  It  is  designed  especially  to  mill 
the  "head  space*'  of  T-slots.  T-slots  are  cut 
in  two  operations.  First,  you  cut  a  slot  with 
an  end  mill  or  a  plain  milling  cutter,  and  then 
you  make  the  cut  at  the  bottom  of  the  slot 
with  a  T-slot  cutter. 


Figure  11-37.— T-slot  cutter. 


11-25 


Figure  11-38.— Woodruff  keyseat  cutter. 


Figure  11-40.— Concave  cutter. 


\jLJ 


Figure  11-39.— Involute  gear  cutter. 


Figure  11-41.— Convex  cutter. 


Figure  11-42.— Corner  rounding  cutter. 


11-26 


WOODRUFF    KEYSEAT    CUTTER.— A 

Woodruff  keyseat  cutter  (fig.  1 1-38)  is  used  to  cut 
curved  keyseats.  A  cutter  less  than  1  1/2  inches 
in  diameter  has  a  shank.  When  the  diameter 
is  greater  than  1  1/2  inches,  the  cutter  is 
usually  mounted  on  an  arbor.  The  larger  cutters 
have  staggered  teeth  to  improve  the  cutting 
action. 

GEAR  CUTTERS.— There  are  several  types 
of  gear  cutters,  such  as  bevel,  spur,  involute,  and 
so  on.  Figure  1 1-39  shows  an  involute  gear  cutter. 
You  must  select  the  correct  type  of  cutter  to  cut 
a  particular  type  of  gear. 

CONCAVE  AND  CONVEX  CUTTERS.— 

A  concave  cutter  (fig.  11-40)  is  used  to  mill  a 
convex  surface,  and  a  convex  cutter  (fig.  11-41) 
is  used  to  mill  a  concave  surface. 


WIDTH 


KEYWAY 


HOLE 


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05 


Figure  11-43.— Sprocketed  wheel  cutter. 


CORNER  ROUNDING  CUTTER. -Corner 

rounding  cutters  (fig.  H-42)  are  formed  cutters 
that  are  used  to  round  corners  up  to  one-quarter 
of  a  circle. 

SPROCKET    WHEEL    CUTTER.— The 

sprocket  wheel  cutter  (fig.  11-43)  is  a  formed 
cutter  that  is  used  to  mill  teeth  on  sprocket  wheels. 

GEAR  HOB.— The  gear  hob  (fig.  1 1-44)  Is  a 
formed  milling  cutter  with  teeth  cut  like  threads 
on  a  screw. 

FLY  CUTTER.— The  fly  cutter  (fig.  11-45) 
is  often  manufactured  locally.  It  is  a  single-point 
cutting  tool  similar  in  shape  to  a  lathe  or  shaper 
tool.  It  is  held  and  rotated  by  a  fly  cutter  arbor. 
There  will  be  times  when  you  need  a  special 
formed  cutter  for  a  very  limited  number  of  cutting 
or  boring  operations.  This  will  probably  be  the 
type  of  cutter  you  will  use  since  you  can  grind  it 
to  almost  any  form  you  desire. 

We  have  discussed  a  number  of  the  more 
common  types  of  milling  machine  cutters.  For  a 
more  detailed  discussion  of  these  and  other  types 
of  cutters  and  their  uses,  consult  the  Machinery's 
Handbook^  machinist  publications,  or  the 
applicable  technical  manual.  We  will  now  discuss 
the  selection  of  cutters. 


Figure  11-44.— Gear  hob. 


Figure  11-45.— Fly  cutter  arbor  and  fly  cutters. 


Naval  Education  and 
Training  Command 


NAVEDTRA  12204 
May  1990 
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Training  Manual 
(TRAMAN) 


Machinery 
Repairman  3  &  2 


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1  3/4  inches.  The  numbers  representing  common 
milling  machine  spindle  tapers  and  their  sizes  are 
as  follows: 


Number 
10 
20 
30 
40 
50 
60 


Large  Diameter 

5/8  inch 

7/8  inch 

11/4  inches 

13/4  inches 

2  3/4  inches 

41/4  inches 


Standard  arbors  are  available  in  styles  A  and 
B,  as  shown  in  figure  1 1-47.  Style  A  arbors  have 
a  pilot  type  bearing  usually  11/32  inch  in 
diameter.  Style  B  arbors  have  a  sleeve  type  out- 
board bearing.  Numerals  identify  the  outside 
diameter  of  the  bearing  sleeves,  as  follows: 

Sleeve  Number  Outside  Diameter 

3  1  7/8  inches 

4  21/8  inches 

5  23/4  inches 

The  inside  diameter  can  be  any  one  of  several 
standard  diameters  that  are  used  for  the  arbor 
shaft. 

Style  A  arbors  sometimes  have  a  sleeve  bearing 
that  permits  the  arbor  to  be  used  as  either  a  style 
A  or  a  style  B  arbor.  A  code  system,  consisting 
of  numerals  and  a  letter,  identifies  the  size  and 
style  of  the  arbor.  The  code  number  is  stamped 
into  the  flange  or  on  the  tapered  portion  of  the 
arbor.  The  first  number  of  the  code  identifies  the 
diameter  of  the  taper.  The  second  (and  if  used, 


the  third  number)  indicates  the  diameter  of  the 
arbor  shaft.  The  letter  indicates  the  type  of  bear- 
ing. The  numbers  following  the  letter  indicate  the 
usable  length  of  the  arbor  shaft.  Sometimes  an 
additional  number  is  used  to  indicate  the  size  of 
sleeve  type  bearings.  The  meaning  of  a  typical 
code  number  5-1  1/4- A- 18-4  is  as  follows: 

5  =  taper  number — 50  (the  0  is  omitted 
in  the  code) 

11/4  =  shaft  diameter — 1  1/4  inches 
A  =  Style  A  bearing — pilot  type 
18  =  usable  shaft  length — 18  inches 
4  =  bearing  size — 2  1/8  inches  diameter 

STUB  ARBOR.  —Arbors  that  have  very  short 
shafts,  such  as  .the  one  shown  in  figure  11-48,  are 
called  stub  arbors.  Stub  arbors  are  used  when  it 
is  impractical  to  use  a  longer  arbor. 

You  will  use  arbor  spacing  collars  of  various 
lengths  to  position  and  secure  the  cutter  on  the 
arbor.  You  tighten  the  spacers  against  the  cutter 
when  you  tighten  the  nut  on  the  arbor. 
Remember,  never  tighten  or  loosen  the  arbor  nut 
unless  the  arbor  support  is  in  place. 

SHELL  END  ARBOR.— Shell  end  mill  arbors 
(fig.  11-49)  are  used  to  hold  and  drive  shell  end 
mills.  The  shell  end  mill  is  fitted  over  the  short 
boss  on  the  arbor  shaft.  It  is  driven  by  two  keys 
and  is  held  against  the  face  of  the  arbor  by  a  bolt. 
You  use  a  special  wrench,  shown  in  figure  1 1-48, 


ALINEMENT  BOSS 


LOCK   BOLT 


Figure  11-48.— Stub  arbor. 


Figure  11-49.— Shell  end  mill  arbor. 


to  tighten  and  loosen  the  bolt.  Shell  end  mill 
arbors  are  identified  by  a  code  similar  to  the 
standard  arbor  code.  The  letter  C  indicates  a  shell 
end  mill  arbor.  The  meaning  of  a  typical  shell  mill 
arbor  code  4-1  1/2C-7/8  is  as  follows: 

4  =  taper  code  number — 40 

11/2  =  diameter  of  mounting  hole  in  end 
mill — 1  1/2  inches 

C  =  style  C  arbor — shell  end  mill 
7/8  =  length  of  shaft— 7/8  inch 

FLY  CUTTER  ARBOR.— Fly  cutter  arbors 
are  used  to  hold  single-point  cutters.  These 
cutters,  which  can  be  ground  to  any  desired  shape 
and  held  in  the  arbor  by  a  locknut,  are  shown  in 
figure  11-44.  Fly  cutter  arbor  shanks  may  have 
a  standard  milling  machine  spindle  taper,  a  Brown 
and  Sharpe  taper,  or  a  Morse  taper. 

SCREW  SLOTTING  CUTTER  ARBOR.— 

Screw  slotting  cutter  arbors  are  used  with  screw 
slotting  cutters.  The  flanges  support  the  cutter  and 
prevent  the  cutter  from  flexing.  The  shanks  on 
screw  slotting  cutter  arbors  may  be  straight  or 
tapered,  as  shown  in  figure  11-50. 

SCREW  ARBOR.— Screw  arbors  (fig.  11-51) 
are  used  with  cutters  that  have  threaded  mounting 
holes.  The  threads  may  be  left-  or  right-hand. 

TAPER  ADAPTER.— Taper  adapters  are 
used  to  hold  and  drive  taper-shanked  tools,  such 
as  drills,  drill  chucks,  reamers,  and  end  mills,  by 
inserting  them  into  the  tapered  hole  in  the  adapter. 
The  code  for  a  taper  adapter  indicates  the  number 
representing  the  standard  milling  machine  spindle 
taper  and  the  number  and  series  of  the  internal 


n 


r\ 


u 


FOR  DRAW-IN  ROD 


\- 


TAPER    SHANK 


Figure  11-50. — Screw  slotting  cutter  arbor. 


Figure  11-51. — Screw  arbor. 

taper.  For  example,  the  taper  adapter  code 
number  43 M  means: 

4  =  taper  identification  number— 40 
3M  =  internal  taper — number  3  Morse 

If  a  letter  is  not  included  in  the  code  number,  the 
taper  is  understood  to  be  a  Brown  and  Sharpe. 
For  example,  57  means: 

5  =  taper  number— 50 

7  =  internal  taper— number  7  B  and  S 
and  50-10  means: 

50  =  taper  identification  number 

10  =  internal  taper — number  10  B  and  S 

Figure  11-52  shows  a  typical  taper  adapter. 
Some  cutter  adapters  are  designed  to  be  used  with 
tools  that  have  taper  shanks  and  a  cam  locking 
feature.  The  cam  lock  adapter  code  indicates  the 
number  of  the  external  taper,  number  of  the 
internal  taper  (which  is  usually  a  standard  milling 
machine  spindle  taper),  and  the  distance  that  the 
adapter  extends  from  the  spindle  of  the  machine. 
For  example,  50-20-3  5/8  inches  means: 

50  =  taper  identification  number  (external) 
20  =  taper  identification  number  (internal) 

35/8  =  distance  adapter  extends  from  spindle 
is  3  5/8  inches 

CUTTER  ADAPTER.— Cutter  adapters, 
such  as  shown  in  figure  1 1-53,  are  similar  to  taper 
adapters  except  that  they  always  have  straight, 
rather  than  tapered  holes.  They  are  used  to  hold 
straight  shank  drills,  end  mills,  and  so  on.  The 
cutting  tool  is  secured  in  the  adapter  by  a  setscrew. 
The  code  number  indicates  the  number  of  the 
taper  and  the  diameter  of  the  hole.  For  example, 


SPRING  COLLET 
ADAPTER 


LOCK  NUT 


Figure  11-52. — Taper  adapter. 


SPANNER  WRENCH 


Figure  11-54. — Spring  collet  chuck  adapter. 


LOCK   SCREW 


ALLEN    WRENCH 

Figure  11-53.— Cutter  adapter. 


50-5/8  means  that  the  adapter  has  a  number  50 
taper  and  a  5/8-inch-diameter  hole. 

SPRING  COLLET  CHUCK.— Spring  collet 
chucks  (fig.  11-54)  are  used  to  hold  and  drive 
straight-shanked  tools.  The  spring  collet  chuck 
consists  of  a  collet  adapter,  spring  collets,  and  a 
cup  nut.  Spring  collets  are  similar  to  lathe 
collets.  The  cup  forces  the  collet  into  the  mating 
taper,  causing  the  collet  to  close  on  the  straight 
shank  of  the  tool.  The  collets  are  available  in 
several  fractional  sizes. 

Mounting  and  Dismounting  Arbors 

Mounting  and  dismounting  arbors  are 
relatively  easy  tasks.  Take  care  not  to  drop  the 
arbor  on  the  milling  machine  table  or  the  floor. 
Use  figure  11-7  as  a  guide.  To  MOUNT  an 
arbor,  use  the  following  procedure: 

1.  Place  the  spindle  in  the  lowest  speed. 

2.  Disengage  the  spindle  clutch  lever. 


3.  Turn  off  the  motor  switch. 

4.  Clean  the  spindle  hole  and  the  arbor 
thoroughly  to  ensure  accurate  alignment  of  the 
arbor  inside  the  spindle. 

5 .  Stand  near  the  column  at  a  point  where  you 
can  reach  both  ends  of  the  milling  machine.  Align 
the  arbor  keyseats  with  the  keys  in  the  spindle. 

6.  Insert  the  tapered  shank  of  the  arbor  into 
the  spindle. 

7.  Hold  the  arbor  in  place  with  one  hand  and 
screw  the  drawbolt  into  the  arbor  with  your  other 
hand. 

NOTE:  Turn  the  drawbolt  a  sufficient  number 
of  turns  to  ensure  that  the  drawbolt  extends  into 
the  arbor  shank  a  distance  approximately  equal 
to  the  major  diameter  of  the  threads  being  used. 
This  will  help  to  prevent  striping  the  threads  on 
the  drawbolt  or  in  the  arbor  shank  when  the  jam- 
nut  is  tightened. 

8.  Hold  the  arbor  in  position  by  pulling  back 
on  the  drawbolt  and  tighten  the  jamnut  by  hand. 

9.  Tighten  the  jamnut  with  one  wrench  while 
using  a  second  wrench  to  keep  the  drawbolt  from 
turning 

To  DISMOUNT  an  arbor,  use  the  following 
procedure: 

1.  Place  the  spindle  in  the  lowest  speed. 

2.  Turn  off  the  motor. 

3.  Loosen  the  jamnut  approximately  two 
turns. 

4.  Use  one  wrench  to  turn  the  jamnut  and 
another  wrench  to  keep  the  drawbolt  from 
turning. 

5.  Hold  the  arbor  with  one  hand  and  gently 
tap  the  end  of  the  drawbolt  with  a  lead  mallet  until 
you  feel  the  arbor  break  free. 


6.  Hold  the  arbor  in  place  with  one  hand  and 
unscrew  the  drawbolt  with  your  other  hand. 

7.  Remove  the  arbor  from  the  spindle. 


MILLING  MACHINE  OPERATIONS 

The  milling  machine  is  one  of  the  most 
versatile  metalworking  machines.  It  is  capable  of 
performing  simple  operations,  such  as  milling  a 
flat  surface  or  drilling  a  hole,  or  more  complex 
operations,  such  as  milling  helical  gear  teeth.  It 
would  be  impractical  to  attempt  to  discuss  all  of 
the  operations  that  the  milling  machine  can  do. 
We  will  limit  these  machining  operations  to  plain, 
face,  and  angular  milling;  milling  flat  surfaces  on 
cylindrical  work,  slotting,  parting,  and  milling 
keyseats  and  flutes;  and  drilling,  reaming,  and 
boring.  Even  though  we  will  discuss  only  the  more 
common  operations,  you  will  find  that  by  using 
a  combination  of  operations,  you  will  be  able  to 
produce  a  variety  of  work  projects.  We  will 
conclude  the  chapter  by  discussing  the  milling 
machine  attachments  and  gearing  and  gear 
cutting. 

PLAIN  MILLING 

Plain  milling  is  the  process  of  milling  a  flat 
surface  in  a  plane  parallel  to  the  cutter  axis.  You 
get  the  work  to  its  required  size  by  individually 
milb'ng  each  of  the  flat  surfaces  on  the  workpiece. 
Plain  milling  cutters,  such  as  the  ones  shown  in 
figure  11-22,  are  used  for  plain  milling.  If 
possible,  select  a  cutter  that  is  slightly  wider  than 
the  width  of  the  surface  to  be  milled.  Make  the 
work  setup  before  you  mount  the  cutter.  This 
precaution  will  keep  you  from  accidentally 
striking  the  cutter  and  cutting  your  hands  as  you 
set  up  the  work.  You  can  mount  the  work  in  a 
vise  or  fixture,  or  clamp  it  directly  to  the  milling 
machine  table.  You  can  use  the  same  methods  that 
you  used  to  hold  work  in  a  shaper  to  hold  work 
in  a  milling  machine.  Clamp  the  work  as  closely 
as  possible  to  the  milling  machine  column  so  that 
you  can  mount  the  cutter  near  the  column.  The 
closer  you  place  the  cutter  and  the  work  to  the 
column,  the  more  rigid  the  setup  will  be. 

The  following  steps  explain  how  to  machine 
a  rectangular  work  blank  (for  example,  a  spacer 
for  an  engine  test  stand). 

1 .  Mount  the  vise  on  the  table  and  position 
the  vise  jaws  parallel  to  the  table  length. 


NOTE:  The  graduations  on  the  vise  are 
accurate  enough  because  we  are  concerned  only 
with  machining  a  surface  in  a  horizontal  plane. 

2.  Place  the  work  in  the  vise,  as  shown  in 
figure  11-55. 

3.  Select  the  proper  milling  cutter  and  arbor. 

4.  Wipe  off  the  tapered  shank  of  the  arbor 
and  the  tapered  hole  in  the  spindle  with  a  clean 
cloth. 

5.  Mount  the  arbor  in  the  spindle. 

6.  Clean  and  position  the  spacing  collars  and 
place  them  on  the  arbor  so  that  the  cutter  is  above 
the  work. 

7.  Wipe  off  the  milling  cutter  and  any 
additional  spacing  collars  that  may  be  needed. 
Then  place  the  cutter,  the  spacers,  and  the  arbor 
bearing  on  the  arbor,  with  the  cutter  keyseat 
aligned  over  the  key.  Locate  the  bearing  as  closely 
as  possible  to  the  cutter.  Make  sure  that  the  work 
and  the  vise  will  clear  all  parts  of  the  machine. 

8.  Install  the  arbor  nut  and  tighten  it  finger 
tight  only. 

9.  Position  the  overarm  and  mount  the  ar- 
bor support. 

10.  After  supporting  the  arbor,  tighten  the 
arbor  nut  with  a  wrench. 


C  PARALLELS       D 

Figure  11-55.— Machining  sequence  to  square  a  block. 


11-32 


11.  Set  the  spindle  directional  control  lever  to 
give  the  required  direction  of  cutter  rotation. 

12.  Determine  the  required  speed  and  feed, 
and  set  the  spindle  speed  and  feed  controls. 

13.  Set  the  feed  trip  dogs  for  the  desired 
length  of  cut  and  center  the  work  under  the  cutter. 

14.  Lock  the  saddle. 


15.  Engage  the  spindle  clutch  and  pick  up  the 


cut. 


16.  Pick  up  the  surface  of  the  work  by  holding 
a  long  strip  of  paper  between  the  rotating  cutter 
and  the  work;  very  slowly  move  the  work  toward 
the  cutter  until  the  paper  strip  is  pulled  between 
the  cutter  and  the  work.  BE  CAREFUL!  Keep 
your  fingers  away  from  the  cutter.  A  rotating 
milling  cutter  is  very  dangerous. 

17.  Move  the  work  longitudinally  away  from 
the  cutter  and  set  the  vertical  feed  graduated 
collar  at  ZERO. 

18.  Compute  the  depth  of  the  roughing  cut 
and  raise  the  knee  this  distance. 

19.  Lock  the  knee,  and  direct  the  coolant  flow 
on  the  work  and  the  outgoing  side  of  the  cutter. 

20.  Position  the  cutter  to  within  1/16  inch  of 
the  work,  using  hand  table  feed. 

21 .  After  completing  the  cut,  stop  the  spindle. 

22.  Return  the  work  to  its  starting  point  on 
the  other  side  of  the  cutter. 

23.  Raise  the  table  the  distance  required  for 
the  finish  cut. 

24.  Set  the  finishing  speed  and  feed,  and  take 
the  finish  cut. 

25.  When  you  have  completed  the  operation, 
stop  the  spindle  and  return  the  work  to  the 
opposite  side  of  the  cutter. 

26.  Deburr  the  work  and  remove  it  form  the 

vise. 

To  machine  the  second  side,  plate  the  work 
in  the  vise  as  shown  in  figure  1 1-55B.  Rough  and 


finish  machine  side  2,  using  the  same  procedures 
that  you  used  for  side  1.  When  you  have 
completed  side  2,  deburr  the  surface  and  remove 
the  work  from  the  vise. 

Place  the  work  in  the  vise,  as  shown  in  figure 
11-55C  with  side  3  up.  Then  rough  machine  side 
3.  Finish  machine  side  3  for  a  short  distance, 
disengage  the  spindle  and  feed,  and  return  the 
work  to  the  starting  point,  clear  of  the  cutter.  Now 
you  can  safely  measure  the  distance  between  sides 
2  and  3.  If  this  distance  is  correct,  you  can 
continue  the  cut  with  the  same  setting.  If  it  is  not, 
adjust  the  depth  of  cut  as  necessary.  If  the  trial 
finishing  cut  is  not  deep  enough,  raise  the  work 
slightly  and  take  another  trial  cut.  If  the  trial  cut 
is  too  deep,  you  will  have  to  remove  the  backlash 
from  the  vertical  feed  before  taking  the  new  depth 
of  cut.  To  remove  the  backlash: 

1 .  Lower  the  knee  well  past  the  original  depth 
of  the  roughing  cut. 

2.  Raise  the  knee  the  correct  distance  for  the 
finishing  cut. 

3.  Engage  the  feed. 

4.  Stop  the  spindle. 

5.  Return  the  work  to  the  starting  point  on 
the  other  side  of  the  cutter. 

6.  Deburr  the  work. 

7.  Remove  the  work  from  the  vise. 

Place  side  4  in  the  vise,  as  shown  in  figure 
11-55D  and  machine  the  side,  using  the  same 
procedure  as  for  side  3.  When  you  have  completed 
side  4,  remove  the  work  from  the  vise  and  check 
it  for  accuracy. 

This  completes  the  machining  of  the  four  sides 
of  the  block.  If  the  block  is  not  too  long,  you  can 
rough  and  finish  mill  the  ends  to  size  in  the  same 
manner  in  which  you  milled  the  sides.  Do  this  by 
placing  the  block  on  end  in  the  vise.  Another 
method  of  machining  the  ends  is  by  face  milling. 


FACE  MILLING 

Face  milling  is  the  milling  of  surfaces  that 
are  perpendicular  to  the  cutter  axis,  as  shown  in 


figure  1 1-56.  You  do  face  milling  to  produce  flat 
surfaces  and  to  machine  work  to  the  required 
length.  In  face  milling,  the  feed  can  be  either 
horizontal  or  vertical. 

Cutter  Setup 

You  can  use  straight-shank  or  taper-shank  end 
mills,  shell  end  mills,  or  face  milling  cutters  for 
face  milling.  Select  a  cutter  that  is  slightly  larger 
in  diameter  than  the  thickness  of  the  material  that 
you  are  machining.  If  the  cutter  is  smaller  in 
diameter  than  the  thickness  of  the  material,  you 
will  be  forced  to  make  a  series  of  slightly  over- 
lapping cuts  to  machine  the  entire  surface.  Mount 
the  arbor  and  the  cutter  before  you  make  the  work 
setup.  Mount  the  cutter  by  any  means  suitable  for 
the  cutter  you  have  selected. 

Work  Setup 

Use  any  suitable  means  to  hold  the  work  for 
face  milling  as  long  as  the  cutter  clears  the 
workholding  device  and  the  milling  machine 
table.  You  can  mount  the  work  on  parallels,  if 


necessary,  to  provide  clearance  between  the  cutter 
and  the  table.  Feed  the  work  from  the  side  of  the 
cutter  that  will  cause  the  cutter  thrust  to  force 
the  work  down.  If  you  hold  the  work  in  a  vise, 
position  the  vise  so  that  the  cutter  thrust  is  toward 
the  solid  jaw.  The  ends  of  the  work  are  usually 
machined  square  to  the  sides  of  the  work. 
Therefore,  you  will  have  to  align  the  work 
properly.  If  you  use  a  vise  to  hold  the  work,  you 
can  align  the  stationary  vise  jaw  with  a  dial 
indicator,  as  shown  in  figure  1 1-57.  You  can  also 
use  a  machinist's  square  and  a  feeler  gauge,  as 
shown  in  figure  11-58. 

Operation 

To  face  mill  the  ends  of  work,  such  as  the 
engine  mounting  block  that  we  discussed 
previously: 

1.  Select  and  mount  a  suitable  cutter. 

2.  Mount  and  position  a  vise  on  the  milling 
machine  table,  as  shown  in  figure  11-56  so  the 
thrust  of  the  cutter  is  toward  the  solid  vise  jaw. 


28.402 


COLUMN 


SOLID    JAW 
Figure  11-57. — Aligning  vise  jaws  using  an  indicator. 

3.  Align  the  solid  vise  jaw  square  with  the 
column  of  the  machine,  using  a  dial  indicator  for 
accuracy. 

4.  Mount  the  work  in  the  vise,  allowing  the 
end  of  the  work  to  extend  slightly  beyond  the  vise 
jaws. 


5 .  Raise  the  knee  until  the  center  of  the  work 
is  approximately  even  with  the  center  of  the  cutter. 

6.  Lock  the  knee  in  position. 

7.  Set  the  machine  for  the  proper  roughing 
speed,  feed,  and  table  travel. 

8.  Start  the  spindle  and  pick  up  the  end 
surface  of  the  work  by  hand  feeding  the  work 
toward  the  cutter. 

9.  Place  a  strip  of  paper  between  the  cutter 
and  the  work  as  shown  in  figure  1 1-59  to  help  pick 
up  the  surface.  When  the  cutter  picks  up  the 
paper  there  is  approximately  .003-inch  clearance 
between  the  cutter  and  the  material  being  cut. 


VISE 


Figure  11-59. — Picking  up  the  work  surface. 


-1«  <f  .f        jCO  A   IStfVMIMSY      «T*OA       IfWWKrO      IttCTIMtfV 


10.  Once  the  surface  is  picked  up,  set  the 
saddle  feed  graduated  dial  at  ZERO. 

1 1 .  Move  the  work  away  from  the  cutter  with 
the  table  and  direct  the  coolant  flow  onto  the 
cutter. 

12.  Set  the  roughing  depth  of  cut,  using  the 
graduated  dial,  and  lock  the  saddle. 

1 3 .  Position  the  work  to  about  1/16  inch  from 
the  cutter,  then  engage  the  power  feed. 

14.  After  completing  the  cut,  stop  the  spin- 
dle, and  move  the  work  back  to  the  starting  point 
before  the  next  cut. 

15.  Set  the  speed  and  feed  for  the  finishing 
cut,  and  then  unlock  the  saddle. 

16.  Move  the  saddle  in  for  the  final  depth  of 
cut  and  relock  it. 

17.  Engage  the  spindle  and  take  the  finish  cut. 

18.  Stop  the  machine  and  return  the  work  to 
the  starting  place. 

19.  Shut  the  machine  off. 

20.  Remove  the  work  form  the  vise.  Handle 
it  very  carefully  to  keep  from  cutting  yourself 
before  you  can  deburr  the  work. 

21.  Next,  mount  the  work  in  the  vise  so  the 
other  end  is  ready  for  machining.  Mill  this  end 
in  the  same  manner  as  the  first,  but  be  sure  to 
measure  the  length  before  taking  the  finishing  cut. 
Before  removing  the  work  from  the  vise,  check 
it  for  accuracy  and  remove  the  burrs  from  the 
newly  finished  end. 


ANGULAR  MILLING 

Angular  milling  is  the  milling  of  a  flat  surface 
that  is  at  an  angle  to  the  axis  of  the  cutter.  You 
can  use  an  angular  milling  cutter,  as  shown  in 
figure  11-60.  However,  you  can  perform  angular 
milling  with  a  plain,  side,  or  face  milling  cutter 
by  positioning  the  work  at  the  required  angle. 

Many  maintenance  or  repair  tasks  involve 
machining  flat  surfaces  on  cylindrical  work.  These 
tasks  include  milling  squares  and  hexagons,  and 
milling  two  flats  in  the  same  plane. 


HORIZONTAL    SPINDLE 

SINGLE   ANGULAR 
CUTTER 


DOUBLE 
ANGULAR    CUTTER 


53-483 


Figure  11-60. — Angular  milling. 


A  square  or  hexagon  is  milled  on  an  object 
to  provide  a  positive  drive,  no  slip  area  for  various 
tools,  such  as  wrenches  and  cranks.  You  will 
machine  squares  and  hexagons  frequently  on  the 
ends  of  bolts,  taps,  reamers,  or  other  items  that 
are  turned  by  a  wrench  and  on  drive  shafts  and 
other  items  that  require  a  positive  drive.  The 
following  information  will  help  you  to  understand 
the  machining  of  squares  and  hexagons. 

Cutter  Setup 

The  two  types  of  cutters  you  will  use  most 
often  to  machine  squares  or  hexagons  are  side  and 
end  milling  cutters.  You  can  use  side  milling 
cutters  for  machining  work  that  is  held  in  a  chuck 
and  for  heavy  cutting.  You  can  use  end  mills  for 
work  that  is  held  in  a  chuck  or  between  centers 
and  for  light  cutting.  If  you  use  a  side  milling 
cutter,  be  sure  the  cutter  diameter  is  large  enough 
so  you  can  machine  the  full  length  of  the  square 
or  hexagon  without  interference  from  the  arbor. 
If  you  use  an  end  mill,  be  sure  it  is  slightly  larger 
in  diameter  than  the  length  of  the  square  or 
hexagon.  The  cutter  thrust  for  both  types  should 
be  up  when  the  work  is  mounted  vertically  and 
down  when  it  is  mounted  horizontally  in  order 
to  use  conventional  (or  up)  milling. 

The  reason  for  what  appears  to  be  a  contra- 
diction in  the  direction  of  thrust  is  the  difference 
in  the  direction  of  the  feed.  You  can  see  this  by 
comparing  figures  11-61  and  11-62.  The  cutter 


Figure  11-61.  —Milling  a  square  on  work  held  vertically. 


28.407 


Figure  11-62.— Milling  a  square  on  work  held  horizontally. 


shown  in  figure  11-61  rotates  in  a  counterclock- 
wise direction  and  the  work  is  fed  toward  the  left. 
The  cutter  shown  in  figure  11-62  rotates  in  a 
clockwise  direction  and  the  work  is  fed  upward. 

Work  Setup 

We  have  already  discussed  the  methods  that 
you  will  usually  use  to  mount  the  work. 
Regardless  of  the  workholding  method  that  you 
use,  you  must  align  the  index  spindle  in  either 
the  vertical  or  the  horizontal  plane.  If  you  are 
machining  work  between  centers,  you  must  also 
align  the  footstock  center.  If  you  use  a  screw-on 
chuck,  take  into  consideration  the  cutter  rotary 
thrust  applied  to  the  work.  Always  cut  on  the  side 


11-37 


D  — CUTTER    DIAMETER 
I—  LENGTH    OF    SQUARE 


A.  LOCK  SCREW  FOR  DOG 

B.  DRIVE  PLATE 

C.  TAP 


D.  END  MILL 

E.  TAP  SQUARE 

F.  FOOTSTOCK 


G.  INDEX  HEAD 


Figure  11-63.— Milling  a  square  using  an  end  mill. 


Figure  11-64. — Diagram  of  a  square. 


of  the  work  that  will  tend  to  tighten  the  chuck 
on  the  index  head  spindle.  When  you  mount  work 
between  centers,  a  dog  rotates  the  work.  The  drive 
plate,  shown  in  figure  11-63,  contains  two  lock 
screws.  One  lock  screw  clamps  the  drive  plate  to 
the  index  center  and  ensures  that  the  drive  plate 


moves  with  the  index  spindle.  The  other  lock 
screw  clamps  the  tail  of  the  dog  against  the  side 
of  the  drive  plate  slot  as  shown  in  figure  1 1-63A. 
This  eliminates  any  movement  of  the  work  during 
the  machining  operation.  It  may  be  necessary, 
especially  if  you  are  using  a  short  end  mill,  to 
position  the  index  head  (fig.  11-63G)  near  the 
cutter  edge  of  the  table  to  ensure  the  cutter  and 
the  work  make  contact. 


Calculations 

The  following  information  will  help  you 
determine  the  amount  of  material  you  must 
remove  to  produce  a  square  or  a  hexagon.  The 
dimensions  of  the  largest  square  or  hexagon  that 
you  can  machine  from  a  piece  of  stock  must  be 
calculated. 

The  size  of  a  square  (H  in  fig.  11-64)  is 
measured  across  the  flats.  The  largest  square  that 
you  can  cut  from  a  given  size  of  round  stock 
equals  the  diameter  of  the  stock  in  inches 


11-38 


Opposite  side  =  Side  of  a  square 
Hypotenuse  =  Diagonal  of  square 
45°  =90°  bisected 

^     «-,«-,      Opposite  side 
H  =  0x0.707  or   ^yPpotenuse  -  sine  45° 

The  diagonal  of  a  square  equals  the  distance 
across  the  flats  times  1.414.  This  is  expressed  as 

G  =  H  x  1.414  or  Hypotenuse  _ 
Opposite  side 

The  amount  of  material  that  you  must  remove 
to  machine  each  side  of  the  square  is  equal  to  one- 
half  the  difference  between  the  diameter  of  the 
stock  and  the  distance  across  the  flats. 


1  = 


G  -  H 


You  use  the  same  formula 
G  - 


(1  = 

z- 

to  determine  the  amount  of  material  to  remove 
when  you  are  machining  a  hexagon. 

The  size  of  the  largest  hexagon  that  you  can 
machine  from  a  given  size  of  round  stock  (H  in 
figure  1 1-65)  is  equal  to  the  diagonal  (the  diameter 
of  the  stock)  of  the  hexagon  times  0.866  or 

Opposite  side  =  Largest  hexagon  that  can  be'  machined 
Hypotenuse  =  Diagonal  or  diameter  of  round  stock 


The  diagonal  of  a  hexagon  equals  the  distance 
across  the  flats  times  1.155,  or 


The  length  of  a  flat  is  equal  to  one-half  the 
length  of  the  diagonal, 


r      2 


Figure  11-65. — Diagram  of  a  hexagon. 


We  will  explain  two  methods  of  machining  a 
square  or  hexagon:  machining  work  mounted  in 
a  chuck  and  machining  work  mounted  between 
centers. 

You  can  machine  a  square  or  hexagon  on 
work  mounted  in  a  chuck  by  using  either  a  side 
milling  cutter  or  an  end  mill.  We  will  discuss  using 
the  side  milling  cutter  first.  Before  placing  the 
index  head  on  the  milling  machine  table,  be  sure 
that  the  table  and  the  bottom  of  the  index  head 
have  been  cleaned  of  all  chips  and  other  foreign 
matter.  Spread  a  thin  film  of  clean  machine  oil 
over  the  area  of  the  table  to  which  the  index  head 
will  be  attached  to  prevent  corrosion. 

NOTE:  Because  most  index  heads  are  quite 
heavy  and  awkward,  you  should  get  someone  to 
help  you  place  the  head  on  the  milling  machine 
table. 

After  you  have  mounted  the  index  head  on  the 
table,  position  the  head  spindle  in  the  vertical 
position,  as  shown  in  figure  1 1-61 .  Use  the  degree 
graduations  on  the  swivel  block.  This  is  accurate 
enough  for  most  work  requiring  the  use  of  the 
index  head.  The  vertical  position  will  allow  you 
to  feed  the  work  horizontally. 

Then,  tighten  the  work  in  the  chuck  to  keep 
it  from  turning  due  to  the  cutter's  thrust.  Install 
the  arbor,  cutter,  and  arbor  support.  The  cutter 
should  be  as  close  as  practical  to  the  column. 
Remember,  this  is  done  so  the  setup  will  be  more 
rigid.  Set  the  machine  for  the  correct  roughing 
speed  and  feed. 

1 .  With  the  cutter  turning,  pick  up  the  cut  on 
the  end  of  the  work. 


11-39 


2.  Move  the  work  sideways  to  clear  the 
cutter. 

3.  Raise  the  knee  a  distance  equal  to  the 
length  of  the  flat  surfaces  to  be  cut. 

4.  Move  the  table  toward  the  revolving  cutter 
and  pick  up  the  side  of  the  work.  Use  a  piece  of 
paper  in  the  same  manner  as  discussed  earlier  in 
this  chapter. 

5 .  Set  the  crossfeed  graduated  dial  at  ZERO. 

6.  Move  the  work  clear  of  the  cutter. 
Remember,  the  cutter  should  rotate  so  that  the 
cutting  action  takes  place  as  in  "up  milling.*' 

7 .  Feed  the  table  in  the  required  amount  for 
a  roughing  cut. 

8.  Engage  the  power  feed  and  the  coolant 
flow. 

9.  When  the  cut  is  finished,  stop  the  spin- 
dle and  return  the  work  to  the  starting  point. 

10.  Loosen  the  index  head  spindle  lock. 

1 1 .  Rotate  the  work  one-half  revolution  with 
the  index  crank. 

12.  Tighten  the  index  head  spindle  lock. 

13.  Take  another  cut  on  the  work. 

14.  When  this  cut  is  finished,  stop  the  cutter 
and  return  the  work  to  the  starting  point. 

15.  Measure  the  distance  across  the  flats  to 
determine  whether  the  cutter  is  removing  the  same 
amount  of  metal  from  both  sides  of  the  work.  If 
not,  check  your  calculations  and  the  setup  for  a 
possible  mistake. 

16.  If  the  work  measures  as  it  should,  loosen 
the  index  head  spindle  lock  and  rotate  the  work 
one-quarter  revolution,  tighten  the  lock,  and  take 
another  cut. 

17.  Return  the  work  to  the  starting  point 
again. 

18.  Loosen  the  spindle  lock. 

19.  Rotate  the  work  one-half  revolution. 

20.  Take  the  fourth  cut. 

21 .  Return  the  work  again  to  the  starting  point 
and  set  the  machine  for  finishing  speed  and  feed. 

22.  Now,    finish    machine    opposite    sides 
(1  and  3),  using  the  same  procedures  already 
mentioned. 

23.  Check  the  distance  across  these  sides.  If 
it  is  correct,  finish  machine  the  two  remaining 
sides. 

24.  Deburr   the   work    and   check   it   for 
accuracy. 

NOTE:  You  can  also  machine  a  square  or 
hexagon  with  the  index  head  spindle  in  the 
horizontal  position,  as  shown  in  figures  1 1-62  and 
11-63.  If  you  use  the  horizontal  setup,  you  must 
feed  the  work  vertically. 


Square  or  Hexagon  Work 
Mounted  Between  Centers 

Machining  a  square  or  hexagon  on  work 
mounted  between  centers  is  done  in  much  the 
same  manner  as  when  the  work  is  held  in  a  chuck. 

1 .  Mount  the  index  head  the  same  way,  only 
with  the  spindle  in  a  horizontal  position.  The  feed 
will  be  in  a  vertical  direction. 

2.  Insert  a  center  into  the  spindle  and  align 
it  with  the  footstock  center. 

3.  Select  and  mount  the  desired  end  mill, 
preferably  one  whose  diameter  is  slightly  greater 
than  the  length  of  the  flat  you  are  to  cut,  as  shown 
in  figure  11-63. 

4.  Mount  the  work  between  centers.  Make 
sure  that  the  drive  dog  is  holding  the  work 
securely. 

5.  Set  the  machine  for  roughing  speed  and 
feed. 

6.  Pick  up  the  side  of  the  work  and  set  the 
graduated  crossfeed  dial  at  ZERO. 

7.  Lower  the  work  until  the  cutter  clears  the 
footstock. 

8.  Move  the  work  until  the  end  of  the  work 
is  clear  of  the  cutter. 

9.  Align  the  cutter  with  the  end  of  the  work. 
Use  a  square  head  and  rule,  as  shown  in  figure 
11-66. 

NOTE:  Turn  the  machine  off  before  aligning 
the  cutter  by  this  method. 


SQUARE  HEAD 


Figure  11-66. — Aligning  the  work  and  the  cutter. 


12.  While    feeding   the    work    vertically, 
machine  side  1.  Lower  the  work  to  below  the 
cutter  when  you  have  completed  the  cut. 

13.  Loosen  the  index  head  spindle  lock  and 
index  the  work  one-half  revolution  to  machine  the 
fiat  opposite  side  1. 

14.  Tighten  the  lock. 

15.  Engage  the  power  feed.  After  completing 
the  cut,  again  lower  the  work  to  below  the  cutter 
and  stop  the  cutter. 

16.  Measure  the  distance  across  the  two  flats 
to  check  the  accuracy  of  the  cuts.  If  it  is  correct, 
index  the  work  one-quarter  revolution  to  machine 
another  side.  Then  lower  the  work,  index  one-half 
revolution,  and  machine  the  last  side.  Remember 
to  lower  the  work  to  below  the  cutter  again. 

17.  Set  the  machine  for  finishing  speed,  feeds, 
and  depth  of  cut,  and  finish  machine  all  the  sides. 

18.  Deburr   the   work    and    check    it    for 
accuracy. 


Machining  Two  Flats  in  One  Plane 

Ybu  will  often  machine  flats  on  shafts  to  serve 
as  seats  for  setscrews.  One  flat  is  simple  to 
machine.  You  can  machine  in  in  any  manner  with 
a  side  or  end  mill,  as  long  as  you  can  mount  the 
work  properly.  However,  machining  two  flats  in 
one  plane,  such  as  the  flats  on  the  ends  of  a 
mandrel,  presents  a  problem  since  the  flats  must 
align  with  each  other.  A  simple  method  of 
machining  the  flats  is  to  mount  the  work  in  a  vise 
or  on  V-blocks  in  such  a  manner  that  you  can 
machine  both  ends  without  moving  the  work  once 
it  has  been  secured. 

We  will  describe  the  method  that  is  used  when 
the  size  or  shape  of  the  work  requires  reposition- 
ing it  to  machine  both  flats. 

1 .  Apply  layout  dye  to  both  ends  of  the  work. 

2.  Place  the  work  on  a  pair  of  V-blocks,  as 
shown  in  figure  11-67. 

3.  Set  the  scriber  point  of  the  surface  gauge 
to  the  center  height  of  the  work.  Scribe  horizontal 
lines  on  both  ends  of  the  work,  as  illustrated  in 
figure  11-67. 

4.  Mount  the  index  head  on  the  table  with  its 
spindle  in  the  horizontal  position. 

5.  Again,  set  the  surface  gauge  scriber  point, 
but  to  the  centerline  of  the  index  head  spindle. 


SCRIBED  LINE 


SURFACE  6UAGE 


Figure  11-67. — Layout  of  the  work. 


6.  Insert  the  work  in  the  index  head  chuck 
with  the  end  of  the  work  extended  far  enough  to 
permit  all  required  machining  operations. 

7.  To  align  the  surface  gauge  scriber  point 
with  the  scribed  horizontal  line,  rotate  the  index 
head  spindle. 

8.  Lock  the  index  head  spindle  in  position. 

These  flats  can  be  milled  with  either  an  end 
mill  or  a  side  mill  or  a  side  milling  cutter. 


CAUTION 

Rotate  the  cutter  in  a  direction  that  will 
cause  the  thrust  to  tighten  the  index  head 
chuck  on  the  spindle  when  you  use  a  screw- 
on  type  chuck. 

9.  Raise  the  knee  with  the  surface  gauge  still 
set  at  center  height  until  the  cutter  centerline  is 
aligned  with  the  scriber  point.  This  puts  the 
centerlines  of  the  cutter  and  the  work  in  align- 
ment with  each  other. 

10.  Position  the  work  so  that  a  portion  of  the 
flat  to  be  machined  is  located  next  to  the  cutter. 
Because  of  the  shallow  depth  of  cut,  compute  the 
speed  and  feed  as  if  the  cuts  were  finishing  cuts. 

1 1 .  After  starting  the  machine,  feed  the  work 
by  hand  so  the  cutter  contacts  the  side  of  the  work 
on  which  the  line  is  scribed. 


11-41 


12.  Move  the  work  clear  of  the  cutter  and  stop 
the  spindle. 

13 .  Check  to  see  if  the  greater  portion  of  the 
cutter  mark  is  above  or  below  the  layout  line. 
Depending  on  its  location,  rotate  the  index  head 
spindle  as  required  to  center  the  mark  on  the 
layout  line. 

14.  Once  the  mark  is  centered,  take  light  "cut 
and  try"  depth  of  cuts  until  you  reach  the  desired 
width  of  the  flat. 

15.  Machine  the  flat  to  the  required  length. 

16.  When  one  end  is  completed,  remove  the 
work  from  the  chuck.  Turn  the  work  end  for  end 
and  reinsert  it  in  the  chuck. 

17.  Machine  the  second  flat  in  the  same 
manner  as  you  did  the  first. 

18.  Deburr   the   work    and    check   it    for 
accuracy. 

19.  Check  the  flats  to  see  if  they  are  in  the 
same  plane  by  placing  a  matched  pair  of  parallels 
on  a  surface  plate  and  one  flat  on  each  of  the 
parallels.  If  the  flats  are  in  the  same  plane,  you 
will  not  be  able  to  wobble  the  work. 


SLOTTING,  PARTING,  AND  MILLING 
KEYSEATS  AND  FLUTES 

Slotting,  parting,  and  milling  key  seats  and 
flutes  are  all  operations  that  involve  cutting 
grooves  in  the  work.  These  grooves  are  of  various 
shapes,  lengths,  and  depths,  depending  on  the 
requirements  of  the  job.  They  range  from  flutes 
in  a  reamer  to  a  keyseat  in  a  shaft,  to  the  parting 
off  of  a  piece  of  metal  to  a  predetermined  length. 


Slotting 

You  can  cut  internal  contours,  such  as  internal 
gears  and  splines  and  six-  or  twelve-point  sockets 
by  slotting.  Most  slotting  is  done  with  a  milling 
machine  attachment  called  a  slotting  attachment, 
as  shown  in  figure  11-68.  The  slotting  attachment 
is  fastened  to  the  milling  machine  column  and 
driven  by  the  spindle.  This  attachment  changes 
the  rotary  motion  of  the  spindle  to  a  reciprocating 
motion  much  like  that  of  a  shaper.  You  can  vary 
the  length  of  the  stroke  within  a  specified  range. 
A  pointer  on  the  slotting  attachment  slide 
indicates  the  length  of  the  stroke.  You  can  pivot 
the  head  of  the  slotting  attachment  and  position 
it  at  any  desired  angle.  Graduations  on  the  base 
of  the  slotting  attachment  indicate  the  angle  at 
which  the  head  is  positioned.  The  number  of 


MACHINE  COLUMN 


GRADUATIONS 


SLOTTING  ATTACHMENT 

— *• 
.--• 

SLOTTING  TOOL 


Figure  11-68. — Slotting  attachment. 


strokes  per  minute  is  equal  to  the  spindle  rpm  and 
is  determined  by  the  formula: 


Strokes  per  minute  = 


CFSx4 


length  of  stroke 


The  cutting  tools  used  with  slotting  attach- 
ments are  ground  to  any  desired  shape  from  high- 
speed steel  tool  blanks  and  are  clamped  to  the 
front  of  the  slide  or  ram.  You  can  use  any  suitable 
means  for  holding  the  work,  but  the  most 
common  method  is  to  hold  the  work  in  an  index 
head  chuck.  If  the  slotted  portion  does  not 
extend  through  the  work,  you  will  have  to 
machine  an  internal  recess  in  the  work  to  provide 
clearance  for  the  tool  runout.  When  it  is  possible, 
position  the  slotting  attachment  and  the  work  in 
the  vertical  position  to  provide  the  best  possible 
view  of  the  cutting  action  of  the  tool. 

Parting 

Use  a  metal  slitting  saw  for  sawing  or  parting 
operations  and  for  milling  deep  slots  in  metals  and 
in  a  variety  of  other  materials.  Efficient  sawing 
depends  to  a  large  extent  on  the  slitting  saw  you 
select.  The  work  required  of  slitting  saws  varies 
greatly.  It  would  not  be  efficient  to  use  the  same 
saw  to  cut  very  deep  narrow  slots,  part  thick 
stock,  saw  thin  stock,  or  saw  hard  alloy  steel.  Soft 
metals,  such  as  copper  and  babbitt,  or  nonmetallic 
materials,  such  as  bakelite,  fiber,  or  plastic, 
require  their  own  style  of  slitting  saw. 


Parting  with  a  slitting  saw  leaves  pieces  that 
are  reasonably  square  and  that  require  the 
removal  of  a  minimum  of  stock  in  finishing  the 
surface.  You  can  cut  off  a  number  of  pieces  of 
varying  lengths  and  with  less  waste  of  material 
than  you  could  saw  by  hand. 

A  coarse-tooth  slitting  saw  is  best  for  sawing 
brass  and  for  cutting  deep  slots.  A  fine-tooth 
slitting  saw  is  best  for  sawing  thin  metal,  and  a 
staggered-tooth  slitting  saw  is  best  for  making 
heavy  deep  cuts  in  steel.  You  should  use  slower 
feeds  and  speeds  to  saw  steels  to  prevent  cutter 
breakage.  Use  conventional  milling  in  sawing 
thick  material.  In  sawing  thin  material,  however, 
clamp  the  stock  directly  to  the  table  and  use  down 
milling.  Then  the  slitting  saw  will  tend  to  force 
the  stock  down  on  the  table.  Position  the  work 
so  the  slitting  saw  extends  through  the  stock  and 
into  a  table  T-slot. 

External  Keyseat 

Machining  an  external  keyseat  on  a  milling 
machine  is  less  complicated  than  machining  it  on  a 
shaper.  In  milling,  starting  an  external  keyseat  is  no 
problem.  You  simply  bring  the  work  into  contact 
with  a  rotating  cutter  and  start  cutting.  It  should 
not  be  difficult  for  you  to  picture  in  your  mind 
how  you  would  mill  a  straight  external  keyseat  with 
a  plain  milling  cutter  or  an  end  mill.  If  the  speci- 
fied length  of  the  keyseat  exceeds  the  length  you 
can  obtain  by  milling  to  the  desired  depth,  you 
can  move  the  work  in  the  direction  of  the  slot  to 
obtain  the  desired  length.  Picturing  in  your  mind 
how  you  would  mill  a  Woodruff  keyseat  should 
be  easier.  The  secret  is  to  select  a  cutter  that  has 
the  same  diameter  and  thickness  as  the  key. 


CUTTER 


THIN  PAPER 


Straight  External  Keyseats 

Normally,  you  would  use  a  plain  milling 
cutter  to  mill  a  straight  external  keyseat.  You 
could  use  a  Woodruff  cutter  or  a  two-lipped  end 
mill. 

Before  you  can  begin  milling  the  keyseat,  you 
must  align  the  axis  of  the  work  with  the  midpoint 
of  the  width  of  the  cutter.  Figure  1 1-69  shows  one 
method  of  alignment. 

Suppose  that  you  are  going  to  cut  a  keyseat 
with  a  plain  milling  cutter.  Move  the  work  until 
the  side  of  the  cutter  is  tangent  to  the 
circumference  of  the  work.  With  the  cutter 
turning  very  slowly  and  before  contact  is  made, 
insert  a  piece  of  paper  between  the  work  and  the 
side  of  the  cutter.  Continue  moving  the  work 
toward  the  cutter  until  the  paper  begins  to  tear. 
When  it  does,  lock  the  graduated  dial  at  ZERO 
on  the  saddle  feed  screw.  Then  lower  the  milling 
machine  knee.  Use  the  saddle  feed  dial  as  a  guide, 
and  move  the  work  a  distance  equal  to  the  radius 
of  the  work  plus  one-half  the  width  of  the  cutter 
to  center  the  cutter  over  the  centerline  of  the 
keyseat  to  be  cut. 

You  use  a  similar  method  to  align  work  with 
an  end  mill.  When  you  use  an  end  mill,  move  the 
work  toward  the  cutter  while  you  hold  a  piece  of 
paper  between  the  rotating  cutter  and  the  work, 
as  shown  in  figure  11-70.  After  the  paper  tears, 
lower  the  work  to  just  below  the  bottom  of  the 


PAPER 


V-BLOCK 


Figure  11-69.— Aligning  the  cutter  using  a  paper  strip. 


Figure  11-70. — Aligning  an  end  mill  with  the  work. 


RULE 


Figure  11-71. — Visual  alignment  of  a  cutter. 


end  mill.  Then  move  the  work  a  distance  equal 
to  the  radius  of  the  work  plus  the  radius 
of  the  end  mill  to  center  the  mill  over  the 
centerline  of  the  keyseat  to  be  cut.  Move 
the  work  up,  using  hand  feed,  until  a  piece 


of  paper  held  between  the  work  and  the 
bottom  of  the  end  mill  begins  to  tear,  as 
shown  in  figure  11-70B.  Then  move  the  table 
and  work  away  from  the  bottom  of  the  end  mill. 
Set  and  lock  the  graduated  dial  at  ZERO  on  the 
vertical  feed,  and  then  feed  up  for  the  roughing 
cut.  You  can  determine  the  cutter  rpm  and  the 
longitudinal  feed  in  the  same  manner  as  you  do 
for  conventional  milling  cutters.  Because  of  the 
higher  speeds  and  feeds  involved,  more  heat  is 
generated,  so  flood  the  work  and  the  cutter  with 
coolant. 

When  extreme  accuracy  is  not  required,  you 
can  align  the  work  with  the  cutter  visually,  as 
shown  in  figure  11-71.  Position  by  eye  the  work 
as  near  as  possible  to  the  midpoint  of  the  cutter. 
Make  the  final  alignment  by  moving  the  work  in 
or  out  a  slight  amount,  as  needed.  The  cutter 
should  be  at  the  exact  center  of  the  work  diameter 
measurement  of  the  steel  rule.  You  can  use  this 


Table  11-1.— -Values  for  Factor  (f)  for  Various  Sizes  of  Shafts 


WIDTH  OF  KEY  IN  INCHES 

DIAMETER 
OF  SHAFT 
(INCHES) 

1/16 

3/32 

1/8 

5/32 

3/16 

7/32 

1/4 

5/16 

SHAFT  SIZE 

FACTOR  (f) 

1/2 

.  002 

.  004 

.  008 

.  013 

.  018 

.  025 

.  033 

... 

5/8 

.  001 

.  003 

.  006 

.  010 

.  014 

.  019 

.  025 

.  042 

3/4 

.  001 

.  003 

.  005 

.  008 

.  012 

.  016 

.  022 

.  034 

7/8 

.  001 

.  002 

.  004 

.  007 

.  010 

.  014 

.  018 

.  028 

1 

.  001 

.  002 

.  004 

.  006 

.  009 

.  012 

.  015 

.  024 

1  1/8 



.  002 

.  003 

.  005 

.  008 

.  Oil 

.  014 

.  022 

1  1/4 



.  002 

.  003 

.  005 

.  007 

.  010 

.  013 

.  019 

1  1/2 



.  001 

.  002 

.  004 

.  006 

.  008 

.011 

.  016 

1  3/4 



.  001 

.  002 

.  003 

.  005 

.  007 

.  009 

.  014 

square  key  seat  by  using  the  following  formula 
based  on  dimensions  shown  in  figure  11-72. 


Figure  11-72.— Keyseat  dimensions  for  a  straight  square  key. 


method  with  both  plain  milling  cutters  and  end 
mills. 

Before  you  begin  to  machine  the  keyseat,  you 
should  measure  the  width  of  the  cut.  You  cannot 
be  certain  that  the  width  will  be  the  same  as  the 
thickness  of  the  cutter.  The  cutter  may  not  run 
exactly  true  on  the  arbor  or  the  arbor  may  not 
run  exactly  true  on  the  spindle.  The  recommended 
practice  is  to  nick  the  end  of  the  work  with  the 
cutter  and  then  to  measure  the  width  of  the  cut. 

Specifications  for  the  depth  of  cut  are  usually 
furnished.  When  specifications  are  not  available, 
you  can  determine  the  total  depth  of  cut  for  a 


where 


Total  depth  of  cut  (T)  =  d  +  f 


W 


d   =  -5-  =  depth  of  the  keyseat 


f    =  R  -    VR2  -  (y)    =  height  of  arc 

W  =  width  of  the  key 
R  =  radius  of  the  shaft 

The  height  of  arc  (f)  for  various  sizes  of 
shafts  and  keys  is  shown  in  table  11-1.  Keyseat 
dimensions  for  rounded  end  and  rectangular  keys 
are  contained  in  the  Machinery's  Handbook. 
Check  the  keyseats  for  accuracy  with  rules,  out- 
side and  depth  micrometers,  vernier  calipers,  and 
go-no-go  gauges.  Use  table  11-1  for  both  square 
and  Woodruff  keyseats,  which  will  be  explained 
next. 

Woodruff  Keyseat 

A  Woodruff  key  is  a  small  half-disk  of  metal. 
The  rounded  portion  of  the  key  fits  in  the  slot  in 
the  shaft.  The  upper  portion  fits  into  a  slot  in  a 
mating  part,  such  as  a  pulley  or  gear.  You  align 
the  work  with  the  cutter  and  measure  the  width 
of  the  cut  in  exactly  the  same  manner  as  you  do 
for  milling  straight  external  keyseats. 

A  Woodruff  keyseat  cutter  (fig.  11-73)  has 
deep  flutes  cut  across  the  cylindrical  surface  of 


Figure  11-73. — Woodruff  keyseat  cutter. 


28.416 


Figure  11-74.— Milling  a  Woodruff  keyseat. 


Figure  11-75. — Dimensions  for  a  Woodruff  keyseat. 


of  the  teeth  than  it  is  at  the  center.  This  feature 
provides  clearance  between  the  sides  of  the  slot 
and  the  cutter.  Cutters  with  a  2-inch  diameter 
and  larger  have  a  hole  in  the  center  for  arbor 
mounting.  On  smaller  cutters  the  cutter  and  the 
shank  are  one  piece.  Note  that  the  shank  is 
"necked"  in  back  of  the  cutting  head  to  give 
additional  clearance.  Also,  note  that  large  cutters 
usually  have  staggered  teeth  to  improve  their 
cutting  action. 

As  discussed  earlier,  to  mill  a  Woodruff 
keyseat  in  a  shaft,  you  use  a  cutter  that  has  the 
same  diameter  and  thickness  as  the  key.  Cutting 
a  Woodruff  keyseat  is  relatively  simple.  You 
simply  move  the  work  up  into  the  cutter  until  you 
obtain  the  desired  keyseat  depth.  The  work  may 
be  held  in  a  vise,  chuck,  between  centers,  or 
clamped  to  the  milling  machine  table.  The  cutter 
is  held  on  an  arbor,  or  in  a  spring  collet  or  drill 
chuck  that  has  been  mounted  in  the  spindle  of  the 
milling  machine,  as  in  figure  11-74. 

In  milling  the  keyseat,  centrally  locate  the 
cutter  over  the  position  in  which  the  keyseat  is 
to  be  cut  and  parallel  with  the  axis  of  the  work. 
Raise  the  work  by  using  the  hand  vertical  feed 
until  the  revolving  cutter  tears  a  piece  of  paper 
held  between  the  teeth  of  the  cutter  and  the  work. 
At  this  point,  set  the  graduated  dial  on  the 
vertical  feed  at  ZERO  and  set  the  clamp  on  the 
table.  With  the  graduated  dial  as  a  guide,  raise 
the  work  by  hand  until  the  full  depth  of  the 
keyseat  is  cut.  If  specifications  for  the  total  depth 
of  cut  are  not  available,  use  the  following  formula 
to  determine  the  correct  value: 


Total  depth  (T)  =  d  +  f 


where 


W 


d  (depth  of  the  keyseat)  =  H  - 

^ 

H  =  total  height  of  the  key 
W  =  width  of  the  key 

The  most  accurate  way  to  check  the  depth  of 
a  Woodruff  keyseat  is  to  insert  a  Woodruff  key 
of  the  correct  size  in  the  keyseat.  Measure  over 
the  key  and  the  work  with  an  outside  micrometer 
to  obtain  the  distance  M  in  figure  1 1-75.  Measure 
the  correct  micrometer  reading  over  the  shaft  and 


using  the  formula 

\*      ^  ,  (W)       f 

(2)    ~ 

where 

M  =  micrometer  reading 
D  =  diameter  of  the  shaft 
W  =  width  of  the  key 

f  =  height  of  the  arc  between  the  top  of 
the  slot  and  the  top  of  the  shaft. 

NOTE:  Tables  in  some  references  may  differ 
slightly  from  the  above  calculation  for  the  value 
M,  due  to  greater  allowance  for  clearance  at  the 
top  of  the  key. 

Straight  Flutes 

The  flutes  on  cutting  tools  serve  three 
purposes.  They  form  the  cutting  edge  for  the  tool, 
provide  channels  for  receiving  and  discharging 
chips,  and  let  coolant  reach  the  cutting  edges.  The 
shape  of  the  flute  and  the  tooth  depends  on  the 
cutter  you  use  to  machine  the  flute.  The  following 
information  pertains  specifically  to  taps  and 
reamers.  Since  flutes  are  actually  special  purpose 
grooves,  you  can  apply  much  of  the  information 
to  grooves  in  general. 

Tap  Flutes 

You  usually  use  a  convex  cutter  to  machine 
tap  flutes.  This  type  of  cutter  produces  a 
"hooked"  flute  as  shown  in  figure  11-76.  The 


CONVEX  CUTTER 


CUTTER  WIDTH  1/2 
TAP  DIAMETER 


HOOKED  PLAJTE 


-DEPTH  OF  FLUTE 
1/6  TAP  DIAMETER 


Figure  11-76. — Hooked  tap  flutes. 


11-47 


number  of  flutes  is  determined  by  the  diameter 
of  the  tap.  Taps  1/45  inch  to  1  3/4  inches  in 
diameter  usually  have  four  flutes,  and  taps  1  7/8 
inches  (and  larger)  in  diameter  usually  have  six 
flutes.  The  width  of  the  convex  cutter  should  be 
equal  to  one-half  the  tap  diameter.  The  depth  of 
the  flute  is  normally  one-fourth  the  tap  diameter. 
The  minimum  length  of  the  full  depth  of  the  flute 
should  be  equal  to  the  length  of  the  threaded 
portion  of  the  tap.  Table  11-2  lists  the  width  of 
the  cutter  and  the  depth  of  the  flutes  for  taps  of 
various  diameters.  You  usually  mount  the  tap 
blank  between  centers  and  feed  it  longitudinally 
past  the  cutter.  For  appearance  sake,  the  flutes 
are  usually  cut  in  the  same  plane  as  the  sides  of 
the  square  on  the  tap  blank. 


You  can  mill  the  flutes  on  a  tap  blank  in  the 
following  manner. 

1.  Mount  and  align  the  index  centers. 

2.  Set  the  surface  gauge  to  center  height. 

3.  Place  the  tap  blank  between  the  centers 
with  one  flat  of  the  square  on  the  tap  shank  in 
a  vertical  position. 

4.  Align  the  flat  with  a  square  head  and  blade. 

5.  Scribe  a  horizontal  line  on  the  tap  shank. 

6.  Remove  the  tap  blank,  place  a  dog  on  the 
shank,  and  remount  the  blank  between  centers. 

7 .  Align  the  scribed  line  with  the  point  of  the 
surface  gauge  scriber. 

8.  Make  sure  that  the  surface  gauge  is  still  at 
center  height. 


Table  11-2.— Tap  Flute  Dimensions 


Diameter  of  tap 
(inches) 

Width  of  cutter 
(inches  ) 

Depth  of  flute 
(inches  ) 

1/8 

1/16 

1/32 

1/4 

1/8 

1/16 

1/2 

1/4 

1/8 

3/4 

3/8 

3/16 

1 

1/2 

1/4 

1  1/4 

5/8 

5/16 

1  1/2 

3/4 

3/8 

1  3/4 

7/8 

7/16 

2 

1 

1/2 

2  1/4 

1  1/8 

9/16 

2  1/2 

1  1/4 

5/8 

2  3/4 

1  3/4 

11/16 

3 

1  1/2 

3/4 

Table  11-3.— Reamer  Fluting  Cutter  Numbers 


Cutter  number 

Reamer  diam- 
eter (inches) 

Number  of 
reamer  flutes 

1 

1/8  to  3/16 

6 

2 

1/4  to  5/16 

6 

3 

3/8  to  7/16 

6 

4 

1/2  to  11/16 

6  to  8 

5 

3/4  to  1 

8 

6 

1  1/16  to  1  1/2 

10 

7 

1  9/16  to  2  1/8 

12 

8 

2  1/4  to  3 

14 

11-48 


9.  Mount  the  convex  cutter. 

10.  Make  sure  that  the  direction  of  the  cutter 
rotation  is  correct  for  conventional  (or  up)  milling 
and  that  the  thrust  is  toward  the  index  head. 

1 1 .  Align  the  center  of  the  cutter  with  the  axis 
of  the  tap  blank. 

12.  Pick  up  the  surface  of  the  tap. 

13.  Set  the  table  trip  dogs  for  the  correct 
length  of  cut. 

14.  Set  the  machine  for  roughing  speed  and 
feed. 

15.  Rough  mill  all  flutes  to  within  0.015  to 
0.020  inch  of  the  correct  depth. 

16.  Set  the  machine  for  finishing  speed  and 
feed  and  finish  machine  all  flutes  to  the  correct 
size. 

17.  Remove  the  work,  deburr  it,  and  check 
it  for  accuracy. 

Reamer  Flutes 

You  may  mill  flutes  on  reamers  with  angular 
fluting  cutters,  but  you  normally  use  special 
formed  fluting  cutters.  The  advantages  of  cutting 
the  flutes  with  a  formed  cutter  rather  than  with 
an  angular  cutter  are  that  the  chips  are  more 
readily  removed  and  the  flute  cutting  teeth  are 
stronger.  Also,  the  teeth  are  less  likely  to  crack 
or  warp  during  heat  treatment.  Formed  reamer 
fluting  cutters  have  a  6  °  angle  on  one  side  and 


FORMED  REAMER 
CUTTER 


ARBOR 


AMOUNT  OF  OFFSET 


a  radius  on  the  other  side.  The  size  of  the  radius 
depends  on  the  size  of  the  cutter.  Reamer  fluting 
cutters  are  manufactured  in  eight  sizes.  The 
size  of  the  cutter  is  identified  by  a  number 
(1  through  8).  Reamers  from  1/8  inch  to  3  inches 
in  diameter  are  fluted  by  the  eight  sizes  of  cutters. 
The  correct  cutters  for  fluting  reamers  of  various 
diameters  are  given  in  table  11-3.  You  machine 
reamer  teeth  with  a  slight  negative  rake  to  help 
prevent  chatter.  To  obtain  the  negative  rake, 
position  the  work  and  cutter  slightly  ahead  of  the 
reamer  center,  as  shown  in  figure  11-77. 

Table  11-4  lists  the  recommended  offset  for 
reamers  of  various  sizes.  Straight  reamer  flutes 
are  usually  unequally  spaced  to  help  prevent 
chatter.  To  obtain  the  unequal  spacing,  index 
the  required  amount  as  each  flute  is  cut.  The 
recommended  variation  is  approximately  2°. 
Machinists'  publications,  such  as  Machinery's 
Handbook,  contain  charts  that  list  the  number  of 
holes  to  advance  or  retard  the  index  crank  to 
machine  a  given  number  of  flutes  when  you  use 
a  given  hole  circle.  You  normally  mill  the  flutes 
in  pairs.  After  you  have  machined  one  flute, 
index  the  work  one-half  revolution  and  mill  the 
opposite  flute. 

The  depth  of  the  flute  is  determined  by  trial 
and  error.  The  approximate  depth  of  flute  to 
obtain  the  recommended  width  of  land  is  one- 
eighth  the  diameter  for  an  eight-fluted  reamer, 
one-sixth  the  diameter  for  a  six-fluted  reamer,  and 
so  on. 


Table  11-4.— Required  Offset 


REAMER 


Size  of  reamer 
(inches) 

Offset  of  cutter 
(inches) 

1/4 

0.011 

3/8 

0.016 

1/2 

0.022 

5/8 

0.027 

3/4 

0.033 

7/8 

0.038 

1 

0.044 

1  1/4 

0.055 

1  1/2 

0.066 

1  3/4 

0.076 

2 

0.087 

2  1/4 

0.098 

2  1/2 

0.109 

2  3/4 

0.120 

3 

0.131 

Figure  11-77.— Negative  rake  tooth. 


You  can  machine  the  flutes  on  a  hand  reamer 
in  the  following  manner: 

1 .  Mount  the  reamer  blank  between  centers 
and  the  reamer  fluting  cutter  on  the  arbor. 

2.  Align  the  point  of  the  cutter  with  the 
reamer  blank  axis  and  just  touch  the  surface  of 
the  reamer  with  the  rotating  cutter. 

3.  Remove  the  work  blank. 

4.  Then  raise  the  table  a  distance  equal  to  the 
depth  of  the  flute  plus  one-half  the  grinding 
allowance. 

5.  Rotate  the  cutter  until  a  tooth  is  in  the 
vertical  position. 

6.  Shut  off  the  machine. 


7.  Move  the  table  until  the  point  of  the 
footstock  center  is  aligned  with  the  tooth  that  is 
in  the  vertical  position. 

8 .  Place  an  edge  of  a  3 -inch  rule  against  the 
6°   surface  of  the   reamer   tooth.   Move  the 
saddle  until  the  edge  of  the  3 -inch  rule  that  is 
contacting  the  cutter  tooth  is  aligned  with  the 
point  of  the  footstock  center. 

9.  To  eliminate  backlash,  move  the  saddle 
in  the  same  direction  it  will  be  moved  when  you 
offset  the  cutter.  Continue  feeding  the  saddle  until 
you  get  the  desired  amount  of  offset;  then  lock 
it  in  position. 

10.  Move  the  table  until  the  cutter  clears  the 
end  of  the  reamer  blank. 

1 1 .  Remount  the  blank  between  the  centers. 


12.  Calculate  the  indexing  required  to  space 
the  flutes  unequally. 

13.  Set  the  table   feed   trip   dogs   so   the 
minimum  length  of  the  full  depth  of  flute  is  equal 
to  the  length  of  the  reamer  teeth. 

14.  Rough  machine  all  flutes. 

NOTE:  Write  down  the  exact  indexing  which 
you  used  for  each  of  the  flutes  to  avoid 
confusion  when  you  index  for  the  finish  cut. 

Fly  Cutting 

You  will  use  a  fly  cutter  when  a  formed  cutter 
is  required  but  is  not  available.  Fly  cutters  are 
high-speed  steel  tool  blanks  that  have  been  ground 
to  the  required  shape.  Any  shape  can  be  ground 
on  the  tool  if  the  cutting  edges  are  given  a 
sufficient  amount  of  clearance.  Fly  cutters  are 
mounted  in  fly  cutter  arbors,  such  as  the  one 
shown  in  figure  11-45.  Use  a  slow  feed  and  a 
shallow  depth  of  cut  to  prevent  breaking  the  tool. 
It  is  a  good  idea  to  rough  out  as  much  excess 
material  as  possible  with  ordinary  cutters  and  to 
use  the  fly  cutter  to  finish  shaping  the  surface. 

DRILLING,  REAMING,  AND  BORING 

Drilling,  reaming,  and  boring  are  operations 
that  you  can  do  very  efficiently  on  a  milling 
machine.  The  graduated  feed  screws  make  it 
possible  to  accurately  locate  the  work  in  relation 
to  the  cutting  tool.  In  each  operation  the  cutting 
tool  is  held  and  rotated  by  the  spindle,  and  the 
work  is  fed  into  the  cutting  tool. 


Boring 

Of  the  three  operations,  the  only  one  that 
warrants  special  treatment  is  boring.  On  a  milling 
machine  you  usually  bore  holes  with  an  offset 
boring  head.  Figure  1 1-78  shows  several  views  of 
an  offset  boring  head  and  several  boring  tools. 
Note  that  the  chuck  jaws,  which  grip  the  boring 
bar,  can  be  adjusted  at  a  right  angle  to  the 
spindle  axis.  This  feature  lets  you  accurately 
position  the  boring  cutter  to  bore  holes  of  varying 
diameters.  This  adjustment  is  more  convenient 
than  adjusting  the  cutter  in  the  boring  bar  holder 
or  by  changing  boring  bars. 

Although  the  boring  bars  are  the  same  on  a 
milling  machine  as  on  a  lathe  or  drill  press,  the 
manner  in  which  they  are  held  is  different.  Note 
in  figure  11-79  that  a  boring  bar  holder  is  not 
used.  The  boring  bar  is  inserted  into  an  adapter 
and  the  adapter  is  fastened  in  the  hole  in  the 
adjustable  slide.  Power  for  driving  the  boring  bar 
is  transmitted  directly  through  the  shank.  The 
elimination  of  the  boring  bar  holder  results  in  a 
more  rigid  boring  operation,  but  the  size  of  the 
hole  that  can  be  bored  is  more  limited  than  in 
boring  on  a  lathe  or  a  drill  press. 

Fly  cutters,  which  we  discussed  previously,  can 
also  be  used  for  boring,  as  shown  in  figure  11-79. 
A  fly  cutter  is  especially  useful  for  boring 
relatively  shallow  holes.  The  cutting  tool  must  be 
adjusted  for  each  depth  of  cut. 

The  speeds  and  feeds  you  should  use  in  boring 
on  a  milling  machine  are  comparable  to  those  you 
would  use  in  boring  on  a  lathe  or  drill  press  and 
depend  on  the  same  factors:  hardness  of  the 


Drilling  and  Reaming 

You  use  the  same  drills  and  reamers  that  you 
use  for  drilling  and  reaming  in  the  lathe  and  the 
drill  press.  Drills  and  reamers  are  held  in  the 
spindle  by  the  same  methods  that  you  use  to  hold 
straight  and  taper-shanked  end  mills.  The  work 
may  be  held  in  a  vise,  clamped  to  the  table,  held 
in  fixtures  or  between  centers,  and  in  index  head 
chucks,  as  is  done  for  milling.  You  determine  the 
speeds  used  for  drilling  and  reaming  in  the  same 
manner  as  for  drilling  and  reaming  in  the  lathe 
or  the  drill  press.  The  work  is  fed  into  the  drill 
or  reamer  by  either  hand  or  power  feed.  If  you 
mount  the  cutting  tool  in  a  horizontal  position, 
use  the  transverse  or  saddle  feed.  If  you  mount 
a  drill  or  reamer  in  a  vertical  position,  as  in  a 
vertical  type  machine,  use  the  vertical  feed. 


WORK 


Figure  11-79. — Boring  with  a  fly  cutter. 


metal,  kind  of  metal  in  the  cutting  tool,  and  depth 
of  cut.  Because  the  boring  bar  is  a  single-point 
cutting  tool,  the  diameter  of  the  arc  through  which 
the  tool  moves  is  also  a  factor.  For  all  of  these 
reasons  you  must  guard  against  operating  at  too 
great  a  speed,  or  vibration  will  occur. 


MILLING  MACHINE 
ATTACHMENTS 

Many  attachments  have  been  developed  that 
increase  the  number  of  jobs  a  milling  machine  can 
do,  or  which  make  such  jobs  easier  to  do. 

VERTICAL  MILLING  ATTACHMENT 

For  instance,  by  using  a  vertical  milling  attach- 
ment (fig.  1 1-80)  you  can  convert  the  horizontal 
spindle  machine  to  a  vertical  spindle  machine  and 
can  swivel  the  cutter  to  any  position  in  the 
vertical  plane.  By  using  a  universal  milling  attach- 
ment, you  can  swivel  the  cutter  to  any  position 
in  both  the  vertical  and  horizontal  planes.  These 
attachments  will  enable  you  to  more  easily  do  jobs 
that  would  otherwise  be  very  complex. 

HIGH-SPEED  UNIVERSAL 
ATTACHMENT 

By  using  a  high-speed  universal  attachment, 
you  can  perform  milling  operations  at  higher 
speeds  than  those  for  which  the  machine  was 
designed.  This  attachment  is  clamped  to  the 


DRAWBOLT 


DEGREE 
GRADUATIONS 


machine  and  is  driven  by  the  milling  machine 
spindle,  as  you  can  see  in  figure  11-81.  You  can 
swivel  the  attachment  spindle  head  and  cutter  360  ° 
in  both  planes.  The  attachment  spindle  is  driven 
at  a  higher  speed  than  the  machine  spindle.  You 
must  consider  the  ratio  between  the  rpm  of  the 
two  spindles  when  you  calculate  cutter  speed. 
Small  cutters,  end  mills,  and  drills  should  be 
driven  at  a  high  rate  of  speed  to  maintain  an 
efficient  cutting  action. 

CIRCULAR  MILLING  ATTACHMENT 

This  attachment  (fig.  11-82)  is  a  circular  table 
that  is  mounted  on  the  milling  machine  table.  The 
circumference  of  the  table  is  graduated  in  degrees. 
Smaller  attachments  are  usually  equipped  for 
hand  feed  only,  and  larger  ones  are  equipped  for 
both  hand  and  power  feed.  This  attachment  may 
be  used  for  milling  circles,  arcs,  segments,  circular 
T-slots,  and  internal  and  external  gears.  It  may 
also  be  used  for  irregular  form  milling. 

RACK  MILLING  ATTACHMENT 

The  rack  milling  attachment,  shown  in 
figure  11-83,  is  used  primarily  for  cutting  teeth 
on  racks,  although  it  can  be  used  for  other 
operations.  The  cutter  is  mounted  on  a  spindle 
that  extends  through  the  attachment  parallel  to 
the  table  T-slots.  An  indexing  arrangement  is  used 
to  space  the  rack  teeth  quickly  and  accurately. 


DEGREE    GRADUATION 


SPINDLE 


Figure  11-80. — Vertical  milling  attachment. 


Figure  11-81. — High-speed  universal  milling  attachment. 


DEGREE  GRADUATIONS 


ROTARY   TABLE 


DRIVE    SHAFT 


HAND    WHEEL 

END   GEARING    HOUSING 

Figure  ll-82.-CircuIar  milling  attachment  with  power  feed. 


Figure  ll-83.-Rack  milling  attachment. 

11-53 


28.423 


28.424X 


RIGHT-ANGLE  PLATE 

The  right-angle  plate  (fig.  11-84)  is  attached 
to  the  table.  The  right-angle  slot  permits  mounting 
the  index  head  so  the  axis  of  the  head  is  parallel 
to  the  milling  machine  spindle.  With  this  attach- 
ment you  can  make  work  setups  that  are  off  center 
or  at  a  right  angle  to  the  table  T-slots.  The 
standard  size  plate  T-slots  make  it  convenient  to 
change  from  one  setting  to  another  for  milling  a 
surface  at  a  right  angle. 

RAISING  BLOCK 

Raising  blocks  (fig.  11-85)  are  heavy-duty 
parallels  that  usually  come  in  matched  pairs.  They 
are  mounted  on  the  table,  and  the  index  head  is 
mounted  on  the  blocks.  This  arrangement  raises 
the  index  head  and  makes  it  possible  to  swing  the 
head  through  a  greater  range  to  mill  larger  work. 

TOOLMAKER'S  KNEE 

The  toolmaker's  knee  (fig.  11-86)  is  a  simple 
but  useful  attachment  for  setting  up  angular  work, 
not  only  for  milling  but  also  for  shaper,  drill  press, 
and  grinder  operations.  You  mount  a  toolmaker's 


Figure  11-84.— Right-angle  plate. 


knee,  which  may  have  either  a  stationary  or 
rotatable  base,  to  the  table  of  the  milling  machine. 
The  base  of  the  rotatable  type  is  graduated  in 
degrees.  This  feature  enables  you  to  machine 
compound  angles.  The  toolmaker's  knee  has  a 
tilting  surface  with  either  a  built-in  protractor 
head  graduated  in  degrees  for  setting  the  table  or 
a  vernier  scale  for  more  accurate  settings. 


FEEDS,  SPEEDS,  AND  COOLANTS 

Milling  machines  usually  have  a  spindle  speed 
range  from  25  to  2,000  rpm  and  a  feed  range  from 
1/4  inch  to  30  inches  per  minute  (ipm).  The  feed 
is  independent  of  the  spindle  speed;  thus,  a 
workpiece  can  be  fed  at  any  rate  available  in  the 
feed  range  regardless  of  the  spindle  speed  being 
used.  Some  of  the  factors  concerning  the  selection 
of  appropriate  feeds  and  speeds  for  milling  are 
discussed  in  the  following  paragraphs. 


TILTING  SURFACE 
T-SLOTS 


GRADUATIONS 


BASE 


BASE  \-GRADUATIONS 


Figure  11-86. — Toolmaker's  knees. 


Table  11-5.— Surface  Cutting  Speeds 


Figure  11-85.— Raising  blocks. 


Carbon  steel 

High  Speed 

cutters  (ft. 

steel  cutters 

per  min.  ) 

(ft.  per  min.  ) 

Rough 

Finish 

Rough 

Finish 

Cast  iron: 

Malleable 

60 

75 

90 

100 

Hard 

castings 

10 

12 

15 

20 

Annealed  tool 

steel 

25 

35 

40 

50 

Low  carbon 

steel 

40 

50 

60 

70 

Brass 

75 

95 

110 

150 

Aluminum 

460 

550 

700 

900 

SPEEDS 

Heat  generated  by  friction  between  the  cutter 
and  the  work  may  be  regulated  by  the  use  of 
proper  speed,  feed,  and  cutting  coolant.  Regula- 
tion of  this  heat  is  very  important  because  the 
cutter  will  be  dulled  or  even  made  useless  by 
overheating.  It  is  almost  impossible  to  provide  any 
fixed  rules  that  will  govern  cutting  speeds  because 
of  varying  conditions  from  job  to  job.  Generally 
speaking,  you  should  select  a  cutting  speed  that 
will  give  the  best  compromise  between  maximum 
production  and  longest  life  of  the  cutter.  In  any 
particular  operation,  consider  the  following 
factors  in  determining  the  proper  cutting  speed. 

•  Hardness  of  the  Material  Being  Cut:  The 
harder  and  tougher  the  metal  being  cut,  the 
slower  should  be  the  cutting  speed. 

•  Depth  of  Cut  and  Desired  Finish:  The 
amount   of  friction  heat   produced   is 
directly  proportional  to  the  amount  of 
material  being  removed.  Finishing  cuts, 
therefore,  often  may  be  made  at  a  speed 
40%  to  80%  higher  than  that  used  in 
roughing. 


9  Cutter  Material:  High-speed  steel  cutters 
may  be  operated  from  50%  to  100%  faster 
than  carbon  steel  cutters -because  high- 
speed steel  cutters  have  better  heat  resistant 
properties  than  carbon  steel  cutters. 

•  Type  of  Cutter  Teeth:  Cutters  that  have 
undercut  teeth  cut  more  freely  than  those 
that  have  a  radial  face;  therefore,  cutters 
with  undercut  teeth  may  run  at  higher 
speeds. 

•  Sharpness  of  the  Cutter:  A  sharp  cutter 
may  be  run  at  much  higher  speed  than  a 
dull  cutter. 

•  Use  of  Coolant:  Sufficient  coolant  will 
usually  cool  the  cutter  so  that  it  will  not 
overheat  even  at  relatively  high  speeds. 

Use  the  approximate  values  in  table  11-5  as 
a  guide  when  you  are  selecting  the  proper  cutting 
speed.  If  you  find  that  the  machine,  the  cutter, 
or  the  work  cannot  be  suitably  operated  at 
the  suggested  speed,  make  an  immediate  readjust- 
ment. 

By  referring  to  table  11-6,  you  can  determine 
the  cutter  revolutions  per  minute  for  cutters 


Table  11-6. — Cutter  Speeds  in  Revolutions  Per  Minute 


Surface  speed  (ft.  per  min.  ) 

Diameter 
of  cutter 
(in-) 

25 

30 

35 

40 

50 

55 

60 

70 

75 

80 

90 

100 

120 

140 

160 

180 

200 

Cutter  revolutions  per  minute 

1/4 

382 

458 

535 

611 

764 

851 

917 

1,070 

1,147 

1,222 

1,376 

1,528 

1,834 

2,139 

2,445 

2,750 

3,056 

5/16 

306 

367 

428 

489 

611 

672 

733 

856 

917 

978 

1,100 

1,222 

1,466 

1,711 

1,955 

2,200 

2,444 

3/8 

255 

306 

357 

408 

509 

560 

611 

713 

764 

815 

916 

1,018 

1,222 

1,425 

1,629 

1,832 

2,036 

7/16 

218 

262 

306 

349 

437 

481 

524 

611 

656 

699 

786 

874 

1,049 

1,224 

1,398 

1,573 

1,748 

1/2 

191 

229 

268 

306 

382 

420 

459 

535 

573 

611 

688 

764 

917 

1,070 

1,222 

1,375 

1,528 

5/8 

153 

184 

214 

245 

306 

337 

367 

428 

459 

489 

552 

612 

736 

857 

979 

1,102 

1,224 

3/4 

127 

153 

178 

203 

254 

279 

306 

357 

381 

408 

458 

508 

610 

711 

813 

914 

1,016 

7/8 

109 

131 

153 

175 

219 

241 

262 

306 

329 

349 

392 

438 

526 

613 

701 

788 

876 

1 

95.5 

115 

134 

153 

191 

210 

229 

267 

287 

306 

344 

382 

458 

535 

611 

688 

764 

1  1/4 

76.3 

91.8 

107 

123 

153 

168 

183 

214 

230 

245 

274 

306 

367 

428 

490 

551 

612 

1  1/2 

63.7 

76.3 

89.2 

102 

127 

140 

153 

178 

191 

204 

230 

254 

305 

356 

406 

457 

508 

1  3/4 

54.5 

65.5 

76.4 

87.3 

109 

120  . 

131 

153 

164 

175 

196 

218 

262 

305 

34,9 

392 

436 

2 

47.8 

57.3 

66.9 

76.4 

95.5 

105 

115 

134 

143 

153 

172 

191 

229 

267 

306 

344 

382 

2  1/2 

38.2 

45.8 

53.5 

61.2 

76.3 

84.2 

91.7 

107 

114 

122 

138 

153 

184 

213 

245 

275 

306 

3 

31.8 

38.2 

44.6 

51 

63.7 

69.9 

76.4 

89.1 

95.3 

102 

114 

127 

152 

178 

208 

228 

254 

3  1/2 

27.3 

32.7 

38.2 

44.6 

54.5 

60 

65.5 

76.4 

81.8 

87.4 

98.1 

109 

131 

153 

174 

196 

21CI 

4 

23.9 

28.7 

33.4 

38.2 

47.8 

52.6 

57.3 

66.9 

71.7 

76.4 

86 

95.6 

115 

134 

153 

172 

191 

5 

19.1 

22.9 

26.7 

30.6 

38.2 

42 

45.9 

53.5 

57.3 

61.1 

68.8 

76.4 

91.7 

107 

122 

138 

153 

11-55 


varying  in  diameter  from  1/4  inch  to  5  inches.  For 
example:  You  are  cutting  with  a  7/16-inch  cutter. 
If  a  surface  speed  of  160  feet  per  minute  is 
required,  the  cutter  revolutions  per  minute  will 
be  1,398. 

If  the  cutter  diameter  you  are  using  is 
not  shown  in  table  11-6,  determine  the  proper 
revolutions  per  minute  of  the  cutter  by  using  the 
formula: 

(*\  mm  -  Cutting  speed  x  12 
W  rpm  "  3.1416  x  Diameter 

or  rpm  *  0.26?^  D 


where 


rpm  =  revolutions  per  minute  of  the  cutter 

fpm  =  required  surface  speed  in  feed  per 
minute 

D  =  diameter  of  the  cutter  in  inches 


0.2618  =  constant  =  j^ 

EXAMPLE:  What  is  the  spindle  speed  for  a 
1/2-inch  cutter  running  at  45  fpm? 


rpm  - 


45 


0.2618  x  0.5 


rpm  =  343.7 

To  determine  cutting  speed  when  you  know 
the  spindle  speed  and  cutter  diameter,  use  the 
following  formula: 


fpm  x  12  =   rpm  x  3.1416  x  D 

-          3.1416  x  Diameter  x  rpm 

fpm-  -  n  -  :  -  K- 

fpm  =  0.2618  x  D  x  rpm 

EXAMPLE:  What  is  the  cutting  speed  of  a 
2  1/4-inch  end  mill  running  at  204  rpm? 

fpm  =  0.2618  x  D  x  rpm 
rpm  =  0.2618  x  2.25  x  204 
fpm=  120.1 


FEEDS 

The  rate  of  feed  is  the  rate  of  speed  at 
which  the  workpiece  travels  past  the  cut.  When 
selecting  the  feed,  you  should  consider  the  follow- 
ing factors: 

•  Forces  are  exerted  against  the  work,  the 
cutter,  and  their  holding  devices  during  the 
cutting  process.  The  force  exerted  varies 
directly  with  the  amount  of  metal  being 
removed  and  can  be  regulated  by  adjusting 
the  feed  and  the  depth  of  cut.  The  feed  and 
depth  of  cut  are,  therefore,  interrelated, 
and  depend  on  the  rigidity  and  power  of 
the  machine.  Machines  are  limited  by  the 
power  they  can  develop  to  turn  the  cutter 
and  by  the  amount  of  vibration  they  can 
withstand  when  coarse  feeds  and  deep  cuts 
are  being  used. 

•  The  feed  and  depth  of  cut  also  depend  on 
the  type  of  cutter  being  used.  For  example, 
deep  cuts  or  coarse  feeds  should  not  be 
attempted  with  a  small  diameter  end  mill; 
such  an  attempt  would  spring  or  break  the 
cutter.  Coarse  cutters  with  strong  cutting 
teeth  can  be  fed  at  a  relatively  high  rate 
of  feed  because  the  chips  will  be  washed 
out  easily  by  the  cutting  lubricant. 

•  Coarse  feeds  and  deep  cuts  should  not  be 
used  on  a  frail  piece  of  work  or  on  work 
mounted  in  such  a  way  that  the  holding 
device  will  spring  or  bend. 

•  The  desired  degree  of  finish  affects  the 
amount  of  feed.  When  a  fast  feed  is  used, 
metal  is  removed  rapidly  and  the  finish  will 
not  be  very  smooth.  However,  a  slow  feed 
rate  and  a  high  cutter  speed  will  produce 
a  finer  finish.  For  roughing,  it  is  advisable 
to  use  a  comparatively  low  speed  and  a 
coarse  feed.  More  mistakes  are  made  by 
overspeeding    the    cutter    than    by 
overfeeding  the  work.  Overspeeding  is 
indicated  by  a  squeaking,  scraping  sound. 
If  chattering  occurs  in  the  milling  machine 
during  the  cutting  process,  reduce  the 
speed  and  increase  the  feed.  Excessive 
cutter  clearance,  poorly  supported  work, 
or  a  badly  worn  machine  gear  are  also 
common  causes  of  chattering. 

One  procedure  for  selecting  an  appropriate 
feed  for  a  milling  operation  is  to  consider  the  chip 


11-56 


load  of  each  cutter  tooth.  The  chip  load  is  the 
thickness  of  the  chip  that  a  single  tooth  removes 
from  the  work  as  it  passes  over  the  surface.  For 
example,  with  a  cutter  turning  at  60  rpm,  having 
12  cutting  teeth,  and  a  feed  rate  of  1  ipm,  the  chip 
load  of  a  single  tooth  of  the  cutter  will  be  0.0014 
inch.  A  cutter  speed  increase  to  120  rpm  reduces 
the  chip  load  to  0.0007  inch;  a  feed  increase  to 
2  ipm  increases  chip  load  to  0.0028  inch.  The 
formula  for  calculating  chip  load  is: 


Chip  load  = 


feed  rate  (ipm) 


cutter  speed  (rpm)  x  number 
of  teeth  in  the  cutter 


Table  11-7  provides  recommended  chip  loads 
for  milling  various  materials  with  various  types 
of  cutters. 

COOLANTS 

The  purpose  of  a  cutting  coolant  is  to  reduce 
frictional  heat  and  thereby  extend  the  life  of  the 
cutter's  edge.  Coolant  also  lubricates  the  cutter 
face  and  flushes  away  the  chips,  reducing  the 
possibility  of  damage  to  the  finish. 

If  a  commercial  cutting  coolant  is  not 
available,  you  can  make  a  good  substitute  by 
thoroughly  mixing  1  ounce  of  sal  soda  and  1  quart 


Table  11-7. — Recommended  Chip  Loads 


Material 

Face 
Mills 

Helical 
Mills 

Slotting  & 
Side  Mills 

End 
Mills 

Form 
Relieved 
Cutters 

Circular 
Saws 

Plastic  

.013 

.010 

.008 

.007' 

.004 

.003 

Magnesium  and  alloys 
Aluminum  and  alloys 
Free  cutting  brasses 
&  bronzes  

.022 
.022 

.022 

.018 
.018 

.018 

.013 
.013 

.013 

.011 
.011 

.011 

.007 
.007 

.007 

.005 
.005 

.005 

Medium  brasses  & 

.014 

.011 

.008 

.007 

.004 

.003 

Hard  brasses  & 
bronzes  

.009 

.007 

.006 

.005 

.003 

.002 

.013 

.010 

.007 

.006 

.004 

.003 

Cast  iron,  soft  (ISO- 
ISO  BH)#  

.016 

.013 

.009 

.008 

.005 

.004 

Cast  iron,  med.  (180- 
220  BH)  

.013 

.010 

.007 

.007 

.004 

.003 

Cast  iron,  hard  (220- 
300  BH)  

.011 

.008 

.006 

.006 

.003 

.003 

Malleable  iron  ..... 

.012 

.010 

.007 

.006 

.004 

.003 

Cast  steel  .  

.012 

.010 

.007 

.006 

.004 

.003 

Low  carbon  steel, 
free  mach  

.012 

.010 

.007 

.006 

.004 

.003 

Low  carbon  steel  .  .  . 
Medium  carbon  steel 
Alloy  steel,  annealed 
(180-220  BH)  

.010 
.010 

.008 

.008 
.008 

.007 

.006 
.006 

.005 

.005 
.005 

.004 

.003 
.003 

.003 

.003 
.003 

.002 

Alloy  steel,  tough 
(220-300  BH)  

.006 

.005 

.004 

.003 

.002 

.002 

Alloy  steel,  hard 
(300-400  BH)  

.004 

.003 

.003 

.002 

.002 

.001 

Stainless  steel,  free 
mach  

.010 

.008 

.006 

.005 

.003 

.002 

Stainless  steels  .... 
Monel  metals  

.006 
.008 

.005 
.007 

.004 
.005 

.003 
.004 

.002 
.003 

.002 
.002 

proportionally.  This  emulsion  is  suitable  for 
machining  most  metals. 

In  machining  aluminum,  you  should  use 
kerosene  as  a  cutting  coolant.  Machine  cast  iron 
dry,  although  you  can  use  a  blast  of  compressed 
air  to  cool  the  work  and  the  cutter.  If  you  use 
compressed  air,  be  extremely  careful  to  prevent 
possible  injury  to  personnel  and  machinery. 

When  using  a  periphery  milling  cutter,  apply 
the  coolant  to  the  point  at  which  the  tooth  leaves 
the  work.  This  will  allow  the  tooth  to  cool  before 
you  begin  the  next  cut.  Allow  the  coolant  to  flow 
freely  on  the  work  and  cutter. 


The  horizontal  boring  mill  is  used  for  many 
kinds  of  shop  work,  such  as  facing,  boring, 
drilling,  and  milling.  In  horizontal  boring  mill 


milling  machine  work;  therefore,  a  detailed 
discussion  of  these  operations  will  not  be 
necessary  in  this  section. 

The  horizontal  boring  mill  (fig.  1 1-87)  consists 
of  four  major  elements. 

BASE  AND  COLUMN— The  base  contains 
all  the  drive  mechanisms  for  the  machine  and 
provides  a  platform  that  has  precision  ways 
machined  lengthwise  for  the  saddle.  The  column 
provides  support  for  the  head  and  has  two  rails 
machined  the  height  of  the  column  for  full 
vertical  travel  of  the  head. 

HEAD — The  head  contains  the  horizontal 
spindle,  the  auxiliary  spindle,  and  the  mechanism 
for  controlling  them.  The  head  also  provides  a 
station  for  mounting  various  attachments.  The 
spindle  feed  and  spindle  hand  feed  controls  are 
contained  in  the  head,  along  with  the  quick 


COLUMN  \ 


MANUAL  SPINDLE 
FEED  HANDWHEEL 


SPINDLE 
CLAMP  LEVER 


FEED  CHANGE 
LEVERS 


BACKREST 


TABLE    FEED 
DIRECTIONAL   LEVER 


SADDLE 


BED 


SPINDLE   SPEED 
CHANGE   LEVER 


FEED  AND  RAPID 
TRAVERSE   LEVER 


HEAD   FEED 
DIRECTIONAL   LEVER 


SADDLE    FEED 
DIRECTIONAL   LEVER 


28.426 


Figure  11-87. — Horizontal  boring  mill. 


11-58 


SADDLE  AND  TABLE— A  large  rectangular 
slotted  table  is  mounted  on  a  saddle  that  can  be 
traversed  the  length  of  the  ways.  T-slots  are 
machined  the  entire  length  of  the  table  for  holding 
down  work  and  various  attachments,  such  as 
rotary  table  angle  plates,  etc. 

BACKREST  OR  END  SUPPORT— The 

backrest  is  mounted  on  the  back  end  of  the  ways. 
It  is  used  to  support  arbors  and  boring  bars  as 
they  rotate  and  travel  lengthwise  through  the 
work,  such  as  in-line  boring  of  a  pump  casing  or 
large  bearing.  The  backrest  blocks  have  an 
antifriction  bearing,  which  the  boring  bar  passes 
through  and  rotates  within.  The  back  rest  blocks 
travel  vertically  with  the  head. 

The  two  types  of  horizontal  boring  mill  usually 
found  in  Navy  machine  shops  and  shore  repair 
activities  are  the  table  type,  used  for  small  work, 
and  the  floor  type,  used  for  large  work.  The  floor 
type  is  the  most  common  of  the  two  types  found 
in  shops.  You  will  find  this  machine  well-suited 
for  repair  work  where  machining  of  large  irregular 
jobs  is  commonplace. 

The  reference  to  size  of  horizontal  boring  mills 
differs  with  the  manufacturer.  Some  use  spindle 
size.  For  example,  Giddings  and  Lewis  model 
SOOT  has  a  3 -inch  spindle.  Other  manufacturers 
refer  to  the  largest  size  boring  bar  the  machine 
will  accept.  In  planning  a  job,  consider  both  of 
these  factors  along  with  the  table  size  and  the 
height  that  the  spindle  can  be  raised.  Always  refer 
to  the  technical  manual  for  your  machine. 

Setting  up  the  work  correctly  is  most 
important.  Failure  to  set  the  work  up  properly 
can  prove  costly  in  man-hours  and  material. 
Oftentimes  you  will  find  that  it  is  not  advisable 
to  set  up  a  casting  to  a  rough  surface  and  that 
it  will  be  preferable  to  set  it  up  to  the  layout  lines, 
since  these  lines  will  always  be  used  as  a  reference. 

It  is  important  that  holding  clamps  used  to 
secure  a  piece  of  work  be  tight.  If  you  use  braces, 
place  them  so  that  they  cannot  come  loose.  Fasten 
blocks,  stops,  and  shims  securely.  If  a  workpiece 
is  not  properly  secured,  there  is  always  the 
possibility  of  ruining  the  material  or  the  machine 
and  the  risk  of  causing  injury  to  machine  shop 
personnel. 

Different  jobs  to  be  done  on  the  boring  mill 
may  require  different  types  of  attachments. 
Such  attachments  include  angular  milling  heads, 


available  in  a  variety  of  diameters.  These  boring 
heads  prove  particularly  useful  in  boring  large 
diameter  holes  and  facing  large  castings.  Locally 
made  collars  may  be  used  also.  Stub  arbors  are 
used  to  increase  desired  diameters. 

COMBINATION  BORING 
AND  FACING  HEAD 

The  boring  and  facing  head  (fig.  1 1-88)  is  used 
for  facing  and  boring  large  diameters.  This  attach- 
ment is  mounted  and  bolted  directly  to  the  spindle 
sleeve  and  has  a  slide  with  automatic  feed  that 
holds  the  boring  or  facing  tools.  (This  attachment 
can  be  fed  automatically  or  positioned  manually.) 
Although  there  are  various  sizes,  each  is  made  and 
used  similarly.  The  heads  are  balanced  to  permit 
high-speed  operation  with  the  tool  slide  centered. 
Whenever  you  use  tools  off  center,  be  careful  to 
counterbalance  the  head,  or  use  it  at  lower  speeds. 

Generally,  the  boring  and  facing  head  will 
come  equipped  with  several  toolholders  for  single- 
point  tools,  a  right  angle  arm,  a  boring  bar,  and 
a  boring  bar  holder  that  mounts  on  the  slide. 

To  set  up  and  operate  the  boring  and  facing 
head: 

1 .  Retract  the  spindle  of  the  machine  into  the 
sleeve.  Engage  the  spindle  ram  clamp  lever. 


Figure  11-88.— Combination  boring  and  facing  head. 


11-59 


2.  Disengage  the  overrunning  spindle  feed 
clutch  to  prevent  inadvertent  engagement  of  the 
spindle  power  feed  while  you  mount  the  combina- 
tion head  on  the  machine.  (If  the  slide  is  centered 
and  locked,  you  may  run  the  spindle  through  it 
for  use  in  other  operations  without  removing  the 
attachment,  but  be  sure  to  disengage  the  spindle 
overrunning  clutch  again  before  you  resume  use 
of  the  slide. 

3.  Set  the  spindle  for  the  speed  to  be  used. 

4.  Before  you  shift  the  spindle  back-gear  to 
neutral  or  make  any  spindle  back-gear  change 
when  the  combination  head  is  mounted  on  the 
sleeve,  rotate  the  sleeve  by  jogging  it  until  the 
heavy  end  of  the  head  is  down.  This  is  a  safety 
precaution  to  prevent  injury  to  you  or  damage  to 
the  work.  Any  spindle  back-gear  change  requires 
a  momentary  shift  to  neutral,  allowing  free 
turning   of  the  sleeve.  The  sleeve  may  then 
unexpectedly  rotate  until  the  heavy  end  of  the 
facing  head  is  down,  hitting  you  or  the  work. 

5 .  Lift  the  head  into  position  on  the  machine 
at  the  sleeve  by  inserting  an  eyebolt  into  the  tapped 
hole  in  the  top  of  the  head. 

6.  To  line  up  the  bolt  holes  in  the  sleeve  with 
those  in  the  head,  jog  the  spindle  into  position. 

7.  After  you  have  tightened  the  mounting 
bolts,  rotate  the  feed  adjusting  arm  on  the  back- 
ing plate  until  the  arm  points  directly  toward  the 
front. 

8.  Mount  the  restraining  block  on  the  head. 

9.  Set  the  slide  manually  by  inserting  the  tee- 
handled  wrench  into  the  slot  in  the  slide  adjusting 
dial  and  turning  the  wrench  until  the  slide  is 
positioned.  The  dial  is  graduated  in  thousandths 
of  an  inch  with  one  complete  turn  equaling  a 
0.125-inch  movement  of  the  slide. 

After  the  slide  is  clamped  in  place,  a  spring- 
loaded  safety  clutch  prevents  movement  of  the 
slide  or  damage  to  the  feed  mechanism  if  the  feed 
is  inadvertently  engaged.  You  must  remember  that 
this  is  not  provided  to  allow  continuous  opera- 
tion of  the  head  when  the  slide  is  clamped  and 
the  feed  is  engaged.  It  is  a  jamming  protection 
only.  A  distinct  and  continuous  ratcheting  of  the 
safety  clutch  warns  you  to  unlock  the  slide  or  to 
disengage  the  feed.  Do  not  confuse  this  warning 
with  the  intermittent  ratcheting  of  the  feed 
driving  clutches  as  the  head  rotates.  The  same 
safety  clutch  stops  the  feed  at  the  end  of  travel 
of  the  slide,  thus  preventing  jamming  of  the  slide 
or  the  mechanism  through  overtravel. 


The  slide  directional  lever  is  located  on  the 
backing  plate  beneath  the  feed  adjusting  arm.  The 
arrows  on  the  face  of  the  selector  indicate  which 
way  it  should  be  turned  for  feeding  the  slide  in 
either  direction.  There  are  also  two  positions  of 
the  selector  for  disengaging  the  slide  feed.  The 
direction  of  the  spindle  rotation  has  no  effect  on 
the  direction  of  the  slide  feed. 

The  slide  feed  rate  adjusting  arm  scale  is 
graduated  in  0.010-inch  increments  from  0.000  to 
0.050  inch,  except  that  the  first  two  increments 
are  each  0.005  inch.  Set  the  feed  rate  by  turning 
the  knurled  adjusting  arm  to  the  desired  feed  in 
thousandths  per  revolution. 

When  you  mount  the  single  point  toolholders, 
be  sure  the  tool  point  is  on  center  or  slightly  below 
center  so  the  cutting  edge  has  proper  clearance 
at  the  small  diameters.  The  feed  mechanism  may 
be  damaged  if  you  operate  the  head  with  the  tool 
above  center. 

After  you  mount  the  facing  head,  perform  the 
machining  operation  using  the  instructions  found 
in  the  operator's  manual  for  your  boring  machine. 

RIGHT  ANGLE  MILLING 
ATTACHMENT 

The  right  angle  milling  attachment  is  mounted 
over  the  spindle  sleeve  and  is  bolted  directly  to 
the  face  of  the  head.  It  is  driven  by  a  drive  dog 
inserted  between  the  attachment  and  the  spindle 
sleeve.  This  attachment  lets  you  perform  milling 
operations  at  any  angle  setting  through  a  full  360°. 
You  can  perform  boring  operations  at  right  angles 
to  the  spindle  axis  using  either  the  head  or  the 
table  feed  depending  on  the  position  of  the  hole 
to  be  bored.  You  may  use  standard  milling 
machine  tooling,  held  in  the  spindle  by  a  drawbolt 
that  extends  through  the  spindle.  A  right  angle 
milling  attachment  is  shown  in  figure  11-89. 

BORING  MILL  OPERATIONS 

You  should  be  able  to  perform  drilling,  ream- 
ing, and  boring  operations  in  a  boring  mill.  In 
addition,  you  may  be  required  to  use  a  boring  mill 
to  face  valve  flanges,  bore  split  bearings,  and  bore 
pump  cylindrical  liners. 

Drilling,  Reaming,  and  Boring 

Drilling  and  reaming  operations  are  performed 
in  the  horizontal  boring  mill  as  they  are  in  a  radial 


11-60 


Figure  11-89. — Angular  milling  head. 


ui  LJUC  iiui  izuiuai  ooring  iniii  me 
is  held  in  the  horizontal  position  (fig.  1 1-90),  while 
in  the  radial  drill  the  tool  is  held  in  the  vertical 
position. 


In  Line  Boring 

To  set  the  horizontal  boring  machine  for  a  line 
boring  operation,  insert  a  boring  bar  into  the 
spindle  and  pass  it  through  the  work.  The  boring 
bar  is  supported  on  the  foot  end  by  the  back  rest 
assembly.  Depending  on  the  size  of  the  bore 
required,  you  can  use  either  standard  or  locally 
manufactured  tooling.  The  head  provides  the 
rotary  motion  for  the  tools  mounted  in  the  boring 
bar.  Align  the  work  with  the  axis  of  the  boring 
bar,  and  bolt  and/or  clamp  it  to  the  table.  The 
cutting  operation  is  usually  performed  by  having 
the  spindle  move  while  the  work  is  held  stationary. 
However,  you  may,  from  time  to  time,  find  an 
operation  in  which  you  need  to  hold  the  bar  in 


126.30 


Figure  11-90.— Drilling  in  the  horizontal  boring  mill. 


11-61 


a  fixed  position  and  move  the  table  lengthwise  to 
complete  the  operation.  (See  fig.  11-91.) 

The  table  can  be  power  driven  to  provide 
travel  perpendicular  to  the  spindle,  making  it 
possible  to  bore,  elongated  and  slotted  when  used 
in  conjunction  with  vertical  movement  of  the 
head. 

Some  boring  mills  have  a  single  spindle  in  the 
head  while  others  have  a  secondary  or  auxiliary 
spindle  that  can  be  fitted  with  a  precision 
head  and  used  in  some  boring  operations.  This 
secondary  spindle  may  also  be  used  on  light  work 
such  as  drilling  accurately  spaced  small  holes. 

Reconditioning  Split-Sleeve  Bearings 

Practically  all  of  the  high-speed  bearings  the 
Navy  uses  on  turbines  are  the  babbitt-lined  split- 
sleeve  type.  Once  a  bearing  of  this  type  has  wiped, 
it  must  be  reconditioned  at  the  first  opportunity. 
Wiped  means  that  the  bearing  has  been  damaged 
by  being  run  under  an  abnormal  condition,  such 
as  without  sufficient  lubrication.  If  it  has  wiped 
only  slightly,  it  can  probably  be  scraped  to  a  good 


bearing  surface  and  restored  to  service.  If  it  is 
badly  wiped,  it  will  have  to  be  rebabbitted  and 
rebored,  or  possibly  replaced. 

When  you  receive  a  wiped  bearing  for  repair, 
follow  the  procedure  listed  below  as  closely  as 
possible: 

1.  Check  the  extent  of  damage  and  wear 
marks. 

2.  Take  photos  of  the  bearing  to  indicate  the 
actual  condition  of  the  bearing  and  for  future 
reference  in  the  machining  steps  and  reassembly. 

3.  Check  the  shell  halves  for  markings.  A 
letter  or  number  should  be  on  each  half  for  proper 
identification  and  assembly.  (If  the  shell  halves 
are  not  marked,  mark  them  before  you  dis- 
assemble the  bearing.) 

4.  Inspect  the  outer  shell  for  burrs,  worn  ends 
and  the  condition  of  alignment  pins  and  holes. 

5.  Check  the  blueprint  and  job  order  to  ensure 
that  required  information  has  been  provided  to 
you. 

6.  Ensure  that  the  actual  shaft  size  has  not 
been  modified  from  the  blueprint. 


28.280 


Figure  11-91. — Boring  bar  driven  by  the  spindle  and  supported  in  the  backrest  block. 


uuw.il  IAJ  unv*  uciav^ 


nit  ouvn. 


the  bearing  shell  with  special  cleaning  solutions 
and  rebabbitt  them  after  plugging  all  oil  holes  with 
suitable  material. 

After  relining  the  shell,  remove  the  excess  bab- 
bitt extending  above  the  horizontal  flanges  by 
rough  machining  on  a  shaper.  Take  extreme  care 
to  see  that  the  base  metal  of  the  horizontal  flanges 
is  not  damaged  during  this  machining  operation. 
After  rough  machining,  blue  the  remaining  excess 
babbitt  and  scrape  it  until  no  more  excess  bab- 
bitt extends  above  the  horizontal  flanges. 

Next,  assemble  the  two  half-shells  and  set 
them  up  on  the  horizontal  boring  mill.  Check  the 
spherical  diameter  of  the  bearing  to  ensure  that 
it  is  not  distorted  beyond  blueprint  specifications 
according  to  NAVSHIPS  9411.813.2.  Generally, 
the  words  "BORE  TRUE  TO  THIS  SURFACE" 
are  inscribed  on  the  front  face  of  the  bearing  shell. 
When  dialing  in  the  bearing,  be  sure  to  dial  in  on 
this  surface. 

Once  you  have  properly  aligned  the  bearing 
in  the  boring  mill,  you  can  complete  practically 
all  the  other  operations  without  changing  the 
setup.  Bore  the  bearing  to  the  finished  diameter 
and  machine  the  oil  grooves  as  required  by 
blueprint  specifications. 

Oil  is  distributed  through  the  bearing  by  oil 
grooves.  These  grooves  may  be  of  several  forms; 
the  two  simplest  are  axial  and  circumferential. 
Sometimes  circumferential  grooves  are  placed  at 
the  ends  of  the  bearings  as  a  controlling  device 
to  prevent  side  leakage,  but  this  type  of  grooving 
does  not  affect  the  distribution  of  lubricant. 

When  you  machine  grooves  into  a  bearing, 
you  must  be  careful  in  beveling  the  groove  out 
into  the  bearing  leads  to  prevent  excess  babbitt 
from  clogging  the  oil  passage.  The  type  of  grooves 
used  in  a  bearing  should  not  be  changed  from  the 
original  design,  unless  the  change  is  warranted 
by  continuous  trouble  traceable  to  improper 
lubricant  distribution  within  the  bearing. 

On  completion  of  all  machining  operations, 
it  is  the  responsibility  of  both  the  repair  activity 
and  the  ship's  force  to  determine  that  the  bearing 
meets  blueprint  specifications  and  that  a  good 
bond  exists  between  the  shell  and  the  babbitt 
metal. 

Threading 

Threads  may  be  cut  using  the  horizontal 
boring  mill  on  machines  that  are  equipped  with 


is  available. 

To  cut  threads  with  these  machines,  use  a 
system  of  change  gear  combinations  to  obtain  the 
different  leads.  Secure  a  single  point  tool  in  a 
suitable  toolholder  and  mount  the  toolholder  in 
the  spindle  of  the  machine.  While  you  cut  threads, 
keep  the  spindle  locked  in  place.  The  saddle, 
carrying  the  workpiece,  advances  at  a  rate 
determined  by  the  change  gear  combination. 
Feeding,  in  conjunction  with  the  spindle  rotation 
in  the  low  back  gear  range,  produces  the  threads. 

Cut  the  thread  a  little  at  a  time  in  successive 
passes.  The  thread  profile  depends  on  how  the 
cutting  tool  is  ground.  When  you  have  completed 
the  first  pass,  back  the  cutting  tool  off  a  few 
thousandths  of  an  inch  to  avoid  touching  the 
workpiece  on  the  return  movement.  Then  reverse 
the  spindle  driving  motor.  This  causes  the  saddle 
direction  to  reverse  while  the  direction  selection 
lever  position  remains  unchanged.  Allow  the 
machine  to  run  in  this  direction  until  the  cutting 
tool  has  returned  to  its  starting  point.  Advance 
the  cutter  to  take  out  a  little  more  stock,  and  after 
setting  the  spindle  motor  to  run  in  forward,  make 
another  cutting  pass.  Follow  this  procedure  until 
the  thread  is  completed.  A  boring  bar  with  a 
micro-adjustable  tool  bit  or  a  small  precision  head 
is  ideal  for  this  operation.  It  allows  fast,  easy 
adjustment  of  the  tool  depth,  plus  accuracy  and 
control  of  the  depth  setting. 

To  set  up  for  cutting  threads,  remove  the 
thread  lead  access  covers  and  set  up  the  correct 
gear  train  combination  as  prescribed  by-  the 
manufacturer's  technical  manual.  After  you  have 
set  up  the  gear  train,  lock  the  sliding  arm  by 
tightening  the  nuts  on  the  arm  clamp.  Be  sure  to 
replace  the  retaining  washers  on  all  the  studs  and 
lock  them  with  the  screws  provided  with  the 
machine.  Refer  to  the  manufacturer's  technical 
manual  for  the  machine  you  are  using  for  the 
correct  gear  arrangement. 

Some  of  the  gear  combinations  use  only  one 
gear  on  the  B  stud.  When  this  occurs,  take  up  the 
additional  space  on  the  stud  by  adding  spacers  to 
the  stud.  The  following  check-off  list  will  be  of 
assistance  to  you  in  threading  in  a  horizontal 
boring  mill: 

1 .  Be  sure  the  correct  change  gears  are  on  the 
proper  centers. 

2.  Position  the  head  back-gear  in  the  low 
range. 


11-63 


3 .  Place  the  feed  change  lever  in  the  correct 
position  to  release  the  standard  feed. 

4.  Engage  the  thread  lead  engaging  lever. 

5.  Shift  the  driving  gear  lever  to  the  thread 
lead  position. 

6.  Start  the  spindle  rotation  forward. 

7.  Place  the  saddle  directional  lever  in  the  left 
position.  It  will  remain  in  this  position  until  the 
thread  is  completed. 

8.  Place  the  feed/rapid  traverse  selector  lever 
in  the  feed  position.  This  will  lock  in  the  feed 
clutch  until  the  threading  operation  is  completed. 

9.  To  disengage  the  feed,  place  the  thread  lead 
driving  gear  lever  in  the  standard  position.  The 
feed  clutch  will  disengage.  Do  NOT  do  this  during 
the  threading  operation  or  the  thread  lead  timing 
will  be  lost. 


MILLING  MACHINE 
SAFETY  PRECAUTIONS 

Your  first  consideration  as  a  Machinery 
Repairman  should  be  your  own  safety. 
CARELESSNESS  and  IGNORANCE  are  the  two 
great  menaces  to  personal  safety.  Milling 
machines  are  not  playthings  and  must  be  given 
the  full  respect  that  is  due  any  machine  tool. 

ft  NEVER  attempt  to  operate  a  machine 
unless  you  are  sure  that  you  understand  it 
thoroughly. 

ft  Do  NOT  throw  an  operating  lever  without 
knowing  in  advance  what  is  going  to  take 
place. 


•  Do  NOT  play  with  the  control  levers  or 
idly  turn  the  handles  of  a  milling  machine, 
even  if  it  is  stopped. 

ft  NEVER  lean  against  or  rest  your  hands  on 
a  moving  table.  If  it  is  necessary  to  touch 
a  moving  part,  know  in  advance  the 
direction  in  which  it  is  moving. 

ft  Do  NOT  take  a  cut  without  making  sure 
that  the  work  is  held  securely  in  the  vise 
or  fixture  and  that  the  holding  member  is 
rigidly  fastened  to  the  machine  table. 

•  Always  remove  chips  with  a  brush  or  other 
suitable  tool;  NEVER  use  fingers  or  hands. 

•  Before  attempting  to  operate  any  milling 
machine,  study  it  thoroughly.  Then  if  an 
emergency   arises,    you    can    stop   the 
machine  immediately.  Knowing  how  to 
stop  a  machine  is  just  as  important,  if  not 
more  important,  as  knowing  how  to  start 
it. 

ft  You  must  above  all  KEEP  CLEAR  OF 
THE  CUTTERS.  Do  NOT  touch  a  cutter, 
even  when  it  is  stationary,  unless  there  is 
good  reason  to  do  so,  and  then  be  very 
careful. 

The  milling  machine  is  not  dangerous  to 
operate,  but  if  you  do  not  follow  certain  safety 
practices  you  are  likely  to  find  it  dangerous.  There 
is  always  the  danger  of  getting  caught  in  the 
cutter.  Never  attempt  to  remove  chips  with  your 
fingers  at  the  point  of  contact  of  the  cutter  and 
the  work.  There  is  danger  to  your  eyes  from  flying 
chips,  so  always  protect  your  eyes  with  goggles 
and  keep  your  eyes  out  of  the  line  of  cutting 
action. 


SHAPERS,  PLANERS,  AND  ENGRAVERS 


In  this  chapter  we  will  discuss  the  major  types 
of  shapers,  planers,  and  pantographs  (engravers), 
and  their  individual  components,  cutters,  and 
operating  principles  and  procedures.  A  shaper  has 
a  reciprocating  single-edged  cutting  tool  that 
removes  metal  from  the  work  as  the  work  is  fed 
into  the  tool.  A  planer  operates  on  a  similar 
principle  except  that  the  work  reciprocates,  and 
the  tool  is  fed  into  the  work.  A  pantograph  is  used 
primarily  for  engraving  letters  and  designs  on  any 
type  of  material.  A  pantograph  can  be  used  to 
engrave  concave,  convex,  and  spherical  surfaces 
as  well  as  flat  surfaces. 


SHAPERS 

A  shaper  has  a  reciprocating  ram  that  carries 
a  cutting  tool.  The  tool  cuts  only  on  the 
forward  stroke  of  the  ram.  The  work  is  held  in 
a  vise  or  on  the  worktable,  which  moves  at 
a  right  angle  to  the  line  of  motion  of  the 
ram,  permitting  the  cuts  to  progress  across 
the  surface  being  machined.  A  shaper  is 
identified  by  the  maximum  size  of  a  cube  it  can 
machine;  thus,  a  24-inch  shaper  will  machine  a 
24-inch  cube. 


TYPES  OF  SHAPERS 

There  are  three  distinct  types  of  shapers — 
crank,  geared,  and  hydraulic.  The  type  depends 
on  how  the  ram  receives  motion  to  produce  its 
own  reciprocating  motion.  In  a  crank  shaper  the 
ram  is  moved  by  a  rocker  arm,  which  is  driven 
by  an  adjustable  crankpin  secured  to  the  main 
driving  gear.  Quick  return  of  the  ram  is  a  feature 
of  a  crank  shaper.  In  a  geared  shaper,  the  ram 
is  moved  by  a  spur  gear,  which  meshes  with  a  rack 
secured  to  the  bottom  of  the  ram.  In  a  hydraulic 
shaper,  the  ram  is  moved  by  a  hydraulic  cylinder 


whose  piston  rod  is  attached  to  the  bottom  of  the 
ram.  Uniform  tool  pressure,  smooth  drive,  and 
smooth  work  are  features  of  the  hydraulic-type 
shaper. 

There  are  many  different  makes  of  shapers, 
but  the  essential  parts  and  controls  are  the  same 
on  all.  When  you  learn  how  to  operate  one  make 
of  shaper,  you  should  not  have  too  much  trouble 
in  learning  to  operate  another  make.  Figure  12-1 
is  an  illustration  of  a  crank  shaper  found  in  shops 
in  some  Navy  ships. 


SHAPER  ASSEMBLIES 

To  perform  the  variety  of  jobs  you  will  be 
required  to  do  using  the  shaper,  you  must  know 
the  construction  and  operation  of  the  main 
components.  Those  components  are  the  main 
frame  assembly,  drive  assembly,  crossrail 
assembly,  toolhead  assembly,  and  table  feed 
mechanism.  (See  fig.  12-2.) 


Main  Frame  Assembly 

The  main  frame  assembly  consists  of  the  base 
and  the  column.  The  base  houses  the  lubricating 
pump  and  sump,  which  provide  forced  lubrica- 
tion to  the  machine.  The  column  contains 
the  drive  and  feed  actuating  mechanisms.  A 
dovetail  slide  is  machined  on  top  of  the  column 
to  receive  the  ram.  Vertical  flat  ways  are  machined 
on  the  front  of  the  column  to  receive  the  cross- 
rail. 


Drive  Assembly 

The  drive  assembly  consists  of  the  ram  and 
the  crank  assembly.  These  parts  convert  the  rotary 
motion  of  the  drive  pinion  to  the  reciprocating 


12-1 


BASE 


28.219X 


Figure  12-1. — Standard  shaper. 


motion  of  the  ram.  By  using  the  adjustments 
provided,  you  can  increase  or  decrease  the  length 
of  stroke  of  the  ram,  and  can  also  position  the 
ram  so  that  the  stroke  is  in  the  proper  area  in 
relation  to  the  work. 

You  can  adjust  the  CRANKPIN,  which  is 
mounted  on  the  crank  gear,  from  the  center  of 
the  crank  gear  outward.  The  sliding  block  fits  over 
the  crankpin  and  has  a  freesliding  fit  in  the  rocker 
arm.  If  you  center  the  crankpin  (and  therefore  the 
sliding  block)  on  the  axis  of  the  crank  gear,  the 
rocker  arm  will  not  move  when  the  crank  gear 
turns.  But  if  you  set  the  crankpin  off  center  (by 


turning  the  stroke  adjusting  screw),  any  motion 
of  the  crank  gear  will  cause  the  rocker  arm 
to  move.  This  motion  is  transferred  to  the 
ram  through  the  ram  linkage  and  starts  the 
reciprocating  motion  of  the  ram.  The  distance  the 
crankpin  is  set  off  center  determines  the  length 
of  stroke  of  the  tool. 

To  position  the  ram,  turn  the  ram  position- 
ing screw  until  the  ram  is  placed  properly  with 
respect  to  the  work.  Specific  procedures  for 
positioning  the  ram  and  setting  the  stroke  are  in 
the  manufacturer's  technical  manual  for  the 
specific  machines  you  are  using. 


12-2 


TOOLHEAD 
CLAPPER  BOX 


TOOLPOST 


WORKTABLE 


RAM  LINKAGE 


UPPER  ROCKER 
PIVOT 


CRANK  GEAR 
DRIVING  PINION 


ROCKER  ARM 


LOWER  ROCKER 
PIVOT 


Figure  12-2. — Cross-sectional  view  of  a  crank  type  shaper. 


Crossrail  Assembly 

The  crossrail  assembly  includes  the  crossrail, 
the  crossfeed  screw,  the  table,  and  the  table 
support  bracket  (foot).  (See  fig.  12-1.)  The 
crossrail  slides  on  the  vertical  ways  on  the  front 
of  the  shaper  column.  The  crossrail  apron 
(to  which  the  worktable  is  secured)  slides  on 
horizontal  ways  on  the  crossrail.  The  crossfeed 
screw  engages  in  a  mating  nut,  which  is  secured 
to  the  back  of  the  apron.  The  screw  can  be  turned 
either  manually  or  by  power  to  move  the  table 
horizontally. 

The  worktable  may  be  plain  or  universal  as 
shown  in  figure  12-3.  Some  universal  tables  can 
be  swiveled  only  right  or  left,  away  from  the 
perpendicular;  others  may  be  tilted  fore  or  aft  at 
small  angles  to  the  ram.  T-slots  on  the  worktables 
are  for  mounting  the  work  or  work-holding 
devices.  A  table  support  bracket  (foot)  holds  the 
worktable  and  can  be  adjusted  to  the  height 
required.  The  bracket  slides  along  a  flat  surface  on 
the  base  as  the  table  moves  horizontally.  The  table 
can  be  adjusted  vertically  by  the  table  elevating 
screw  (fig.  12-2). 


28.221X 


Figure  12-3.— Swiveled  and  tilted  table. 


12-3 


Table  Feed  Mechanism 

The  table  feed  mechanism  (fig.  12-4)  consists 
of  a  ratchet  wheel  and  pawl,  a  rocker,  and  a  feed 
drive  wheel.  The  feed  drive  wheel  (driven  by  the 
main  crank),  which  operates  similarly  to  the  ram 
drive  mechanism,  converts  rotary  motion  to 
reciprocating  motion.  As  the  feed  drive  wheel 
rotates,  the  crankpin  (which  can  be  adjusted  off 
center)  causes  the  rocker  to  oscillate.  The  straight 
face  of  the  pawl  pushes  on  the  back  side  of  a  tooth 
on  the  ratchet  wheel,  turning  the  ratchet  wheel 
and  the  feed  screw.  The  back  face  of  the  pawl  is 
cut  at  an  angle  to  ride  over  one  or  more  teeth  as 
it  is  rocked  in  the  opposite  direction.  To  change 
the  direction  of  feed,  lift  the  pawl  and  rotate  it 
one-half  turn.  To  increase  the  rate  of  feed, 
increase  the  distance  between  the  feed  drive  wheel 
crankpin  and  the  center  of  the  feed  drive  wheel. 

The  ratchet  wheel  and  pawl  method  of  feeding 
crank-type  shapers  has  been  used  for  many  years. 
Relatively  late  model  machines  still  use  similar 
principles.  As  specific  procedures  for  operating 
feed  mechanisms  may  vary,  you  should  consult 
manufacturers'  technical  manuals  for  explicit 
instructions. 

Toolhead  Assembly 

The  toolhead  assembly  consists  of  the 
toolslide,  the  downfeed  mechanism,  the  clapper 
box,  the  clapper  head,  and  the  toolpost  at  the 
forward  end  of  the  ram.  The  entire  assembly  can 
be  swiveled  and  set  at  any  angle  not  exceeding  50  ° 
on  either  side  of  the  vertical.  The  toolhead  is 
raised  or  lowered  by  hand  feed  to  make  vertical 
cuts  on  the  work.  In  making  vertical  or  angular 
cuts,  the  clapper  box  must  be  swiveled  away  from 


the  surface  to  be  machined  (fig.  12-5);  otherwise, 
the  tool  will  dig  into  the  work  on  the  return  stroke. 

SHAPER  VISE 

The  shaper  vise  is  a  sturdy  mechanism  secured 
to  the  table  by  T-bolts.  The  vise  has  two  jaws, 
one  stationary,  the  other  movable,  that  can  be 


DOWNFEED     MECHANISM 


TOOLPOST 


CLAPPER     HEAD 
CLAPPER    BOX 


•TOOLSLIDE 
POSITION   FOR  HORIZONTAL  CUTTING 


POSITIONS  FOR  DOWN  CUTTING 


Figure  12-5. — Toolhead  assembly  in  various  positions. 


WORK 


PAWL, 


RATCHET, 
WHEEL 


FEED- 
SCREW 


-CONTROL  KNOB 

ROCKER  (OSCILLATES 
ON  FEED  SCREW) 

FEED  DRIVE  WHEEL 

CONNECTING  CRANKPIN    (ADJUSTABLE 

LINKAGE  TOWARD  OR  AWAY  FROM 

CENTER  OF  WHEEL) 

FEED  DRIVE 
WHEEL 


C-CLAMPS 


PARALLEL 


ANGLE    PLATE 


TABLE 


deeper  and  will  open  to  accommodate  large  work. 
Most  such  vises  have  hardened  steel  jaws  ground 
in  place.  The  universal  vise  may  be  swiveled  in 
a  horizontal  plane  from  0°  to  180°.  The  usual 
positions  have  the  jaws  set  either  parallel  with  the 
stroke  of  the  ram  or  at  a  right  angle  to  the  stroke. 
See  that  the  vise  is  free  from  any  obstruction  that 
might  keep  the  work  from  seating  properly. 
Remove  burrs  and  rough  edges  on  the  vise  and 
chips  left  from  previous  machining  before 
starting  to  work. 

Work  can  be  set  on  parallels  so  the  surface 
to  be  cut  is  above  the  top  of  the  vise.  Shaper  hold- 
downs  can  be  used  in  holding  the  work  between 
the  jaws  of  the  vise  (fig.  12-6).  Work  larger  than 
the  vise  will  hold  can  be  clamped  directly  to  the 
top  or  side  of  the  machine  table.  When  work  too 
large  or  awkward  for  a  swivel  vise  must  be 


also  used  in  mounting  work  on  shaper  tables. 
TOOLHOLDERS 

Various  types  of  toolholders,  made  to  hold 
interchangeable  tool  bits,  are  used  to  a  great 
extent  in  planer  and  shaper  work.  Tool  bits  are 
available  in  different  sizes  and  are  hardened  and 
cut  to  standard  lengths  to  fit  the  toolholders.  The 
toolholders  that  you  will  most  commonly  use  are 
(fig.  12-7): 

1.  Right-hand,    straight,    and    left-hand 
toolholders,  which  may  be  used  for  the  majority 
of  common  shaper  and  planer  operations. 

2.  Gang  toolholders,  which  are  especially 
adapted  for  surfacing  large  castings.  With  a  gang 
toolholder  you  make  multiple  cuts  with  each 


LEFT-HAND,   STRAIGHT,  AND  RIGHT-HAND  TOOLHOLDERS  GANG  TOOLHOLDER  AND  MULTIPLE  CHIP  PRODUCED 


SWIVEL  HEAD  TOOLHOLDER 


SPRING  TOOLHOLDER 


EXTENSION  TOOLHOLDER 


Figure  12-7.— Toolholders. 


12-5 


forward  stroke  of  the  shaper.  Each  tool  takes  a 
light  cut  and  there  is  less  tendency  to  '  'break  out' ' 
at  the  end  of  a  cut. 

3.  Swivel  head  toolholders,  which  are  univer- 
sal, patented  holders  that  may  be  adjusted  to  place 
the  tool  in  various  radial  positions.  This  feature 
allows  the  swivel  head  toolholder  to  be  converted 
into  a  straight,  right-hand,  or  left-hand  holder  at 
will. 

4.  Spring  toolholders,  which  have  a  rigid 
U-shaped  spring  that  lets  the  holder  cap  absorb 
a  considerable  amount  of  vibration.  A  spring 
toolholder  is  particularly  good  for  use  with 
formed  cutters,  which  have  a  tendency  to  chatter 
and  dig  into  the  work. 

5.  Extension  toolholders,  which  are  adapted 
for  cutting  internal  keyways,  splines,  and  grooves 
on  the  shaper.  The  extension  arm  of  the  holder 
can  be  adjusted  to  change  the  exposed  length  and 
the  radial  position  of  the  tool. 

Procedures  for  grinding  shaper  and  planer  tool 
bits  for  various  operations  are  discussed  in 
Chapter  6  of  this  training  manual. 


SHAPER  SAFETY  PRECAUTIONS 

The  shaper,  like  all  machines  in  the  machine 
shop,  is  not  a  dangerous  piece  of  equipment  if 
you  observe  good  safety  practices.  You  should 
read  and  understand  the  safety  precautions  and 
operating  instructions  posted  on  or  near  a  shaper 
prior  to  operating  it.  Some  good  safety  practices 
are  listed  here  but  are  intended  only  to  supple- 
ment those  posted  on  the  machine. 

9  Always  wear  goggles  or  a  face  shield. 

9  Ensure  that  the  workpiece,  vise,  and  setup 
fixture  are  properly  secured. 

•  Ensure  that  the  work  area  is  clear  of  tools. 

•  Inform  other  personnel  in  the  area  to 
prevent  possible  injury  to  them  from  flying 
chips. 

9  Ensure  that  the  travel  of  the  ram  is  clear 
to  both  the  front  and  the  rear  of  the 
machine. 

•  Never  stand  in  front  of  the  shaper  while 
it  is  in  operation. 


•  Avoid  touching  the  tool,  the  clapper  box, 
or  the  workpiece  while  the  machine  is  in 
operation. 

•  Never  remove  chips  with  your  bare  hand; 
always  use  a  brush  or  a  piece  of  wood. 

•  Keep  the  area  around  the  machine  clear  of 
chips  to  help  prevent  anyone  from  slipping 
and  falling  into  the  machine. 

9  Remember:   SAFETY   FIRST,   ACCU- 
RACY SECOND,  SPEED  LAST. 


SHAPER  OPERATIONS 

Before  beginning  any  job  on  the  shaper,  you 
should  thoroughly  study  and  understand  the 
blueprint  or  drawing  from  which  you  are  to  work. 
In  addition,  you  should  take  the  following 
precautions: 

•  Make  certain  that  the  shaper  is  well  oiled. 

©  Clean  away  ALL  chips  from  previous 
work. 

9  Be  sure  that  the  cutting  tool  is  set 
properly;  otherwise  the  tool  bit  will 
chatter.  Set  the  toolholder  so  the  tool  bit 
does  not  extend  more  than  about  2  inches 
below  the  clapper  box. 

©  Be  sure  the  piece  of  work  is  held  rigidly 
in  the  vise  to  prevent  chatter.  You  can  seat 
the  work  by  tapping  it  with  a  babbitt 
hammer. 

9  Test  the  table  to  see  if  it  is  level  and  square. 
Make  these  tests  with  a  dial  indicator  and 
a  machinist's  square  as  shown  in  figure 
12-8.  If  either  the  table  or  the  vise  is  off 
parallel,  check  for  dirt  under  the  vise  or 
improper  adjustment  of  the  table  support 
bracket. 

•  Adjust  the  ram  for  length  of  stroke  and 
position.  The  cutting  tool  should  travel  1/8 
to  1/4  inch  past  the  edge  of  the  work  on 
the  forward  stroke  and  3/4  to  7/8  inch 
behind  the  rear  edge  of  the  work  on  the 
return  stroke. 


12-6 


JOINT 

Figure  12-8. — Squaring  the  table  and  the  vise. 


28.226 


Speeds  and  Feeds 

Setting  up  the  shaper  to  cut  a  certain  material 
is  similar  to  setting  up  other  machine  tools,  such 
as  drill  presses  and  lathes.  First,  you  have  to 
determine  the  approximate  required  cutting  speed 
and  then  you  have  to  determine  and  set  the 
necessary  machine  speed  to  produce  your  desired 
cutting  speed.  On  all  of  the  machine  tools  we 
discussed  in  the  previous  chapters,  cutting  speed 
was  directly  related  to  the  speed  (rpm)  of  the 
machine's  spindle.  You  could  determine  what 
spindle  rpm  to  set  by  using  one  formula  for  all 
brands  of  a  particular  type  of  machine.  Setting 
up  a  shaper  is  slightly  different.  You  still  relate 
cutting  speed  to  machine  speed  through  a 
formula,  but  the  formula  that  you  use  depends 
on  the  brand  of  machine  that  you  operate.  This 
is  because  some  manufacturers  use  a  slightly 
different  formula  for  computing  cutting  speed 


than  others.  To  determine  what  specific  formula 
to  use  for  your  machine,  consult  the  operator's 
manual  provided  by  the  manufacturer. 

The  following  discussion  explains  basically 
how  the  operation  of  a  shaper  differs  from  the 
operations  of  other  machine  tools.  It  also  explains 
how  to  determine  the  cutting  speeds  and  related 
machine  speeds  for  a  Cincinnati  shaper. 

Whenever  you  determine  the  speed  of  the 
shaper  required  to  produce  a  particular  cutting 
speed,  you  must  account  for  the  shaper's 
reciprocating  action.  This  is  because  the  tool  only 
cuts  on  the  forward  stroke  of  the  ram.  In  most 
shapers  the  time  required  for  the  cutting  stroke 
is  1  1/2  times  that  required  for  the  return  stroke. 
This  means  that  in  any  one  cycle  of  ram  action 
the  cutting  stroke  consumes  3/5  of  the  time  and 
the  return  stroke  consumes  2/5  of  the  time.  The 
formula  for  determining  required  machine  strokes 


12-7 


contains  a  constant  that  accounts  for  this  partial 
time  consumption  by  the  cutting  stroke. 

To  determine  a  cutting  stroke  value  to  set 
on  the  shaper  speed  indicator,  first  select  a 
recommended  cutting  speed  for  the  material  you 
plan  to  shape  from  a  chart  such  as  the  one  shown 
in  table  12-1. 

After  you  have  selected  the  recommended 
cutting  speed,  determine  the  ram  stroke  speed  by 
using  the  formula  shown  below  (remember,  your 
machine  may  require  a  slightly  different  formula): 


SPM  = 


CS 


0.14  x  LOS 


Where:       SPM  =  strokes  of  the  ram  per  minute 

CS  =  cutting    speed    in    feet    per 
minute 

LOS  =  length  of  stroke  in  inches 

0.14  =  constant  that  accounts  for 
partial  ram  cycle  time  and  that 
converts  inches  to  feet 

When  you  have  determined  the  number  of 
strokes  per  minute,  set  it  on  the  shaper  by  using 
the  gear  shift  lever.  A  speed  (strokes)  indicator 
plate  shows  the  positions  of  the  lever  for  a  variety 
of  speeds.  Take  a  few  trial  cuts  and  adjust  the  ram 
speed  slightly,  as  necessary,  until  you  obtain  the 
desired  cut  on  the  work. 

If  after  you  have  adjusted  the  ram  speed,  you 
want  to  know  the  exact  cutting  speed  of  the  tool, 
use  the  formula: 

CS  =  SPM  x  LOS  x  0.14 

The  speed  of  the  shaper  is  regulated  by  the 
gear  shift  lever.  The  change  gear  box,  located  on 
the  operator's  side  of  the  shaper,  lets  you  change 
the  speed  of  the  ram  and  cutting  tool  according 
to  the  length  of  the  work  and  the  hardness  of  the 
metal.  When  the  driving  gear  is  at  a  constant 
speed,  the  ram  will  make  the  same  number  of 
strokes  per  minute  regardless  of  whether  the 
stroke  is  4  inches  or  12  inches.  Therefore,  to  main- 
tain the  same  cutting  speed,  the  cutting  tool  must 
make  three  times  as  many  strokes  for  the  4-inch 
cut  as  it  does  for  the  12-inch  cut. 

Horizontal  feed  rates  of  up  to  approximately 
0.170  inch  per  stroke  are  available  on  most 
shapers.  There  are  no  hard  and  fast  rules  for 
selecting  a  specific  feed  rate  in  shaping.  Therefore, 


when  you  select  feeds,  you  must  rely  on  past 
experience  and  common  sense.  Generally,  for 
making  roughing  cuts  on  rigidly  held  work,  set 
the  feed  as  heavy  as  the  machine  will  allow.  For 
less  rigid  setups  and  for  finishing,  use  light  feeds 
and  small  depths  of  cut.  The  best  procedure  is  to 
start  with  a  relatively  light  feed  and  increase  the 
feed  until  you  reach  a  desirable  feed  rate. 

Shaping  a  Rectangular  Block 

An  accurately  machined  rectangular  block  has 
square  corners  and  opposite  surfaces  that  are 
parallel  to  each  other.  In  this  discussion,  faces  are 
the  surfaces  of  the  block  that  have  the  largest 
surface  area;  the  ends  are  the  surfaces  that  limit 
the  length  of  the  block;  and  the  sides  are  the 
surfaces  that  limit  the  width  of  the  block. 

The  rectangular  block  can  be  machined  in  four 
setups  when  a  shaper  vise  is  used.  One  face  and 
an  end  are  machined  in  the  first  setup.  The 
opposite  face  and  end  are  machined  in  the  second 
setup.  The  sides  are  machined  in  two  similar  but 
separate  setups.  For  both  setups,  the  vise  jaws  are 
aligned  at  a  right  angle  to  the  ram. 

To  machine  a  rectangular  block  from  a  rough 
casting,  proceed  as  follows: 

1 .  Clamp  the  casting  in  the  vise  so  a  face  is 
horizontally  level  and  slightly  above  the  top  of 
the  vise  jaws.  Allow  one  end  to  extend  out  of  the 
side  of  the  vise  jaws  enough  so  you  can  take  a 
cut  on  the  end  without  unclamping  the  casting. 
Now  feed  the  cutting  tool  down  to  the  required 
depth  and  take  a  horizontal  cut  across  the  face. 
After  you  have  machined  the  face,  readjust  the 
cutting  tool  so  it  will  cut  across  the  surface  of  the 
end  that  extends  from  the  vise.  Use  the  horizontal 
motion  of  the  ram  and  the  vertical  adjustment  of 
the  toolhead  to  move  the  tool  across  and  down 
the  surface  of  the  end.  When  you  have  machined 
the  end,  check  to  be  sure  that  it  is  square  with 
the  machined  face.  If  it  is  not  square,  adjust  the 
toolhead  swivel  to  correct  the  inaccuracy  and  take 
another  light  finishing  cut  down  the  end. 

2.  To  machine  the  second  face  and  end,  turn 
the  block  over  and  set  the  previously  machined 
face  on  parallels  (similar  to  the  method  used  in 
step  1).  Insert  small  strips  of  paper  between  each 
corner  of  the  block  and  the  parallels.  Clamp  the 
block  in  the  vise  and  use  a  soft-face  mallet  to  tap 
the  block  down  solidly  on  the  parallels.  When  the 
block  is  held  securely  in  the  vise,  machine  the 
second  face  and  end  to  the  correct  thickness  and 
length  dimensions  of  the  block. 


12-8 


ijrpc  u*  uictcxi. 

\stni  uuu  sicei  LUUI& 

niga-  speeu  sieei  LOUIS 

Roughing 

Finishing 

Roughing 

Finishing 

30 
25 
20 

}       » 

75 

20 
40 
30 

100 
100 

60 
50 
40 

150 
150 

40 
80 
60 

200 
200 

Milri  cstpipl  --  

Tnrvl    cfAol  „_____..__..___ 

3.  To  machine  a  side,  open  the  vise  jaws  so 
the  jaws  can  be  clamped  on  the  ends  of  the  block. 
Now  set  the  block  on  parallels  in  the  vise  with  the 
side  extending  out  of  the  jaws  enough  to  permit 
a  cut  using  the  downfeed  mechanism.  Adjust  the 
ram  for  length  of  stroke  and  for  position  to 
machine  the  side  and  make  the  cut. 

4.  Set  up  and  machine  the  other  side  as 
described  in  step  3. 

Shaping  Angular  Surfaces 

Two  methods  are  used  for  machining  angular 
surfaces.  For  steep  angles,  such  as  on  V-blocks, 
the  work  is  mounted  horizontally  level  and  the 
toolhead  is  swiveled  to  the  desired  angle.  For  small 
angles  of  taper,  such  as  on  wedges,  the  work  is 
mounted  on  the  table  at  the  desired  angle  from 
the  horizontal,  or  the  table  may  be  tilted  if  the 
shaper  is  equipped  with  a  universal  table. 

To  machine  a  steep  angle  using  the  toolhead 
swiveled  to  the  proper  angle: 

1 .  Set  up  the  work  as  you  would  to  machine 
a  flat  surface  parallel  with  the  table. 

2.  Swivel  the  toolhead  (fig.   12-5)  to  the 
required  angle.  (Swivel  the  clapper  box  in  the 
opposite  direction.) 

3.  Start  the  machine  and,  using  the  manual 
feed  wheel  on  the  toolhead,  feed  the  tool  down 
across  the  workpiece.  Use  the  horizontal  feed 
control  to  feed  the  work  into  the  tool  and  to 
control  the  depth  of  cut  (thickness  of  the  chip). 
(Because  the  tool  is  fed  manually,  be  careful  to 
feed  the  tool  toward  the  work  only  during  the 
return  stroke.) 


4.  Set  up  and  machine  the  other  side  as 
described  in  step  3. 

Shaping  Key  ways  in  Shafts 

Occasionally,  you  may  have  to  cut  a  key  way 
in  a  shaft  by  using  the  shaper.  Normally,  you  will 
lay  out  the  length  and  width  of  the  keyway  on  the 
circumference  of  the  shaft.  A  center  line  laid  out 
along  the  length  of  the  shaft  and  across  the  end 
of  the  shaft  will  make  the  setup  easier  (fig.  12-9, 
view  A).  Figure  12-9  also  shows  holes  of  the  same 
diameter  as  the  keyway  width  and  slightly  deeper 
than  the  key  drilled  into  the  shaft.  These  holes 
are  required  to  provide  tool  clearance  at  the 


/""""""'1"-"">m"""l'  ""Y""""' 
j    J^  j 

I'")"" 

Figure  12-9. — Cutting  a  keyway  in  the  middle  of  a  shaft. 


12-9 


beginning  and  end  of  the  cutting  stroke.  The  holes 
shown  in  figure  12-9  are  located  for  cutting  a  blind 
key  way  (not  ending  at  the  end  of  a  shaft).  If  the 
key  way  extends  to  the  end  of  the  shaft,  only  one 
hole  is  necessary. 

To  cut  a  keyway  in  a  shaft,  proceed  as  follows: 

1 .  Lay  out  the  centerline,  the  keyway  width, 
and  the  clearance  hole  centers  as  illustrated  in  part 
A  of  figure  12-9.  Drill  the  clearance  holes. 

2.  Position  the  shaft  in  the  shaper  vise  or  on 
the  worktable  so  that  it  is  parallel  to  the  ram. 
Use  a  machinist's  square  to  check  the  centerline 
on  the  end  of  the  shaft  to  ensure  that  it  is 
perpendicular  to  the  surface  of  the  worktable. 
This  ensures  that  the  keyway  layout  is  exactly 
centered  at  the  uppermost  height  of  the  shaft,  to 
provide   a   keyway   that   is    centered   on   the 
centerlines  of  the  shaft. 

3.  Adjust  the  stroke  and  the  position  of  the 
ram,  so  the  forward  stroke  of  the  cutting  tool  ends 
at  the  center  of  the  clearance  hole.  (If  a  blind 
keyway  is  being  cut,  ensure  that  the  cutting  tool 
has  enough  clearance  at  the  end  of  the  return 
stroke  so  the  tool  will  remain  in  the  keyway  slot.) 
(See  view  B  of  fig.  12-9.) 

4.  Position  the  work  under  the  cutting  tool 
so  that  the  tool's  center  is  aligned  with  the 
centerline  of  the  keyway.   (If  the  keyway  is 


over  1/2  inch  wide,  cut  a  slot  down  the  center  and 
shave  each  side  of  the  slot  until  you  obtain  the 
proper  width. 

5.  Start  the  shaper  and,  using  the  toolhead 
slide,  feed  the  tool  down  to  the  depth  required, 
as  indicated  by  the  graduated  collar. 

Shaping  an  Internal  Keyway 

To  cut  an  internal  keyway  in  a  gear,  you  will 
have  to  use  extension  tools.  These  tools  lack  the 
rigidity  of  external  tools,  and  the  cutting  point 
will  tend  to  spring  away  from  the  work  unless  you 
take  steps  to  compensate  for  this  condition.  The 
keyway  MUST  be  in  line  with  the  axis  of  the  gear. 
Test  the  alignment  with  a  dial  indicator  by  taking 
a  reading  across  the  face  of  the  gear;  swivel  the 
vise  slightly,  if  necessary,  to  correct  the  alignment. 

The  bar  of  the  square-nose  toolholder  should 
not  extend  any  farther  than  necessary  from  the 
shank;  otherwise  the  bar  will  have  too  much 
"spring"  and  will  allow  the  tool  to  be  forced  out 
of  the  cut. 

The  extension  toolholder  should  extend  as  far 
as  practical  below  the  clapper  block,  rather  than 
in  the  position  shown  by  the  dotted  lines  in  view 
A  of  figure  12-10.  The  pressure  angle  associated 
with  the  toolholder  in  the  upper  position  may 
cause  the  pressure  of  the  cut  to  open  the  clapper 
block  slightly  and  allow  the  tool  to  leave  the  cut. 


PRESSURE  ANGLE  OF 
TOOL  IN  UPPER  AND 
LOWER  POSITIONS 


SQUARE  NOSE  TOOL 


X  (CROWN) 


B 


opening.  Another  method  for  preventing  the 
clapper  block  from  opening  is  to  mount  the  tool 
in  an  inverted  position. 

With  the  cutting  tool  set  up  as  in  view  A  of 
figure  12-10,  center  the  tool  within  the  layout  lines 
in  the  usual  manner,  and  make  the  cut  to  the 
proper  depth  while  feeding  the  toolhead  down  by 
hand.  Within  the  setup  in  an  inverted  position, 
center  the  tool  within  the  layout  lines  at  the  top 
of  the  hole,  and  make  the  cut  by  feeding  the 
toolhead  upward. 

The  relative  depths  to  which  external  and 
internal  keyways  are  cut  to  produce  the  greatest 
strength  are  illustrated  by  view  B  of  figure  12-10. 
In  cutting  a  key  way  in  the  gear,  the  downfeed 
micrometer  collar  is  set  to  zero  at  the  point  where 
the  cutting  tool  first  touches  the  edge  of  the  hole. 
The  crown,  X,  is  first  removed  from  the  shaft  to 
produce  a  flat  whose  width  is  equal  to  the  width 
of  the  key.  Then  the  cut  is  made  in  the  shaft  to 
depth  Z.  The  distance  of  "Y"  plus  "Z"  is  equal 
to  the  height  of  the  key  that  is  to  lock  the  two 
parts  together.  (See  fig.  12-10.). 


Shaping  Irregular  Surfaces 

You  can  machine  irregular  surfaces  by  using 
form  ground  tools  and  by  hand  feeding  the 
cutting  tool  vertically  while  using  power  feed  to 
move  the  work  horizontally.  An  example  of  work 
that  you  might  shape  by  using  form  tools  is  a  gear 
rack.  You  can  shape  work  such  as  concave  and 
convex  surfaces  by  using  the  toolhead  feed.  When 
you  machine  irregular  surfaces,  you  have  to  pay 
close  close  attention  because  you  control  the 
cutting  tool  manually.  Also  in  this  work  you 
should  lay  out  the  job  before  you  machine  it  to 
provide  reference  lines.  You  should  also  take 
roughing  cuts  to  remove  excess  material  to  within 
1/16  inch  of  the  layout  lines. 

You  can  cut  RACK  TEETH  on  a  shaper  as 
well  as  on  a  planer  or  a  milling  machine.  During 
the  machining  operation,  you  may  either  hold 
the  work  in  the  vise  or  clamp  it  directly  to 
the  worktable.  After  you  have  mounted  and 
positioned  the  work,  rough  out  the  tooth  space 
in  the  form  of  a  plain  rectangular  groove  with  a 
roughing  tool,  then  finish  it  with  a  tool  ground 
to  the  tooth's  finished  contour  and  size. 


1 .  Clamp  the  work  in  the  vise  or  to  the  table. 

2.  Position    a    squaring    tool,    which    is 
narrower  than  the  required  tooth  space,  so  the 
tool  is  centered  on  the  first  tooth  space  to  be  cut. 

3.  Set  the  graduated  dial  on  the  crossfeed 
screw  to  zero,  and  use  it  as  a  guide  for  spacing 
the  teeth. 

4.  Move  the  toolslide  down  until  the  tool  just 
touches  the  work  and  lock  the  graduated  collar 
on  the  toolslide  feed  screw. 

5.  Start  the  machine  and  feed  the  toolslide 
down  slightly  less  than  the  whole  depth  of  the 
tooth,  using  the  graduated  collar  as  a  guide,  and 
rough  out  the  first  tooth  space. 

6.  Raise  the  tool  to  clear  the  work  and  move 
the  crossfeed  a  distance  equal  to  the  linear  pitch 
of  the  rack  tooth  by  turning  the  crossfeed  lever. 
Rough  out  the  second  tooth  space  and  repeat  this 
operation  until  all  spaces  are  roughed  out. 

7.  Replace  the  roughing  tool  with  a  tool 
ground  to  size  for  the  tooth  form  desired,  and 
align  the  tool. 

8.  Adjust  the  work  so  the  tool  is  properly 
aligned  with  the  first  tooth  space  that  you  rough 
cut. 

9.  Set  the  graduated  dial  on  the  crossfeed 
screw  at  zero  and  use  it  as  a  guide  for  spacing  the 
teeth. 

10.  Move  the  toolslide  down  until  the  tool  just 
touches  the  work  and  lock  the  graduated  collar 
on  the  toolslide  feed  screw. 

1 1 .  Feed  the  toolslide  down  the  whole  depth 
of  the  tooth,  using  the  graduated  collar  as  a  guide, 
and  finish  the  first  tooth  space. 

12.  Raise  the  tool  to  clear  the  work  and  move 
the  crossfeed  a  distance  equal  to  the  linear  pitch 
of  the  rack  tooth  by  turning  the  crossfeed  lever. 

13.  Finish  the   second   tooth   space,   then 
measure  the  thickness  of  the  tooth  with  the  gear 
tooth  vernier  caliper.  Adjust  the  toolslide  to 
compensate  for  any  variation  indicated  by  this 
measurement. 

14.  Repeat  the  process  of  indexing  and  cutting 
until  you  have  finished  all  of  the  teeth. 

Irregular  surfaces  commonly  machined  on 
the  shaper  have  both  CONVEX  and  CON- 
CAVE radii.  On  one  end  of  the  work,  lay 
out  the  contour  of  the  finished  job.  When  you 
shape  to  a  scribed  line,  as  illustrated  in 


12-11 


figure  12-11,  it  is  good  practice  to  rough  cut  to 
within  1/16  inch  of  the  line.  You  can  do  this  by 
making  a  series  of  horizontal  cuts  using  automatic 
feed  and  removing  excess  stock.  Use  a  left-hand 
cutting  tool  to  remove  stock  on  the  right  side  of 
the  work  and  a  right-hand  cutting  tool  to  remove 
stock  on  the  left  side  of  the  work.  When  1/16  inch 
of  metal  remains  above  the  scribed  line,  take  a 
file  and  bevel  the  edge  to  the  line.  This  will 
eliminate  tearing  of  the  line  by  the  breaking  of 
the  chip.  Starting  at  the  right-hand  side  of  the 
work,  set  the  automatic  feed  so  the  horizontal 
travel  is  rather  slow  and,  feeding  the  tool  vertically 
by  hand,  take  the  finishing  cuts  to  produce  a 
smooth  contoured  surface. 

VERTICAL  SHAPERS 

The  vertical  shaper  (slotter)  shown  in  figure 
12-12  is  especially  adapted  for  slotting  internal 
holes  or  key  ways  with  angles  up  to  10°.  Angular 
slotting  is  done  by  tilting  the  vertical  ram 
(fig.  12-12),  which  reciprocates  up  and  down,  to 
the  required  angle.  Although  different  models  of 
machines  will  have  their  control  levers  in  different 
locations,  all  of  them  will  have  the  same  basic 
functions  and  capabilities.  The  speed  of  the  ram 
is  adjustable  to  allow  for  the  various  materials  and 
machining  requirements  and  is  expressed  in  either 


strokes  per  minute  or  feet  per  minute,  depending 
on  the  particular  model.  The  length  and  the 
position  of  the  ram  stroke  may  also  be  adjusted. 
Automatic  feed  for  the  cross  and  longitudinal 
movements,  and  on  some  models  the  rotary  move- 
ment, is  provided  by  a  ratchet  mechanism,  gear 
box,  or  variable  speed  hydraulic  system,  again, 
depending  on  the  model.  Work  may  be  held  in 
a  vise  mounted  on  the  rotary  table,  clamped 
directly  to  the  rotary  table,  or  held  by  special 
fixtures.  The  square  hole  in  the  center  of  a  valve 
handwheel  is  an  example  of  work  that  can  be  done 
on  a  machine  of  this  type.  The  sides  of  the  hole 
are  cut  on  a  slight  angle  to  match  the  angled  sides 
of  the  square  on  the  valve  stem.  If  this  hole  were 
cut  by  using  a  broach  or  an  angular  (square)  hole 
drill,  the  square  would  wear  prematurely  due  to 
the  reduced  area  of  contact  between  the  straight 
and  angular  surfaces. 

PLANERS 

Planers  are  rigidly  constructed  machines, 
particularly  suitable  for  machining  large  and 
heavy  work  where  long  cuts  are  required.  In 
general,  planers  and  shapers  can  be  used  for 
similar  operations.  However,  the  reciprocating 
motion  of  planers  is  provided  by  the  worktable 
(platen),  while  the  cutting  tool  is  fed  at  a  right 


Figure  12-ll.~Shaping  irregular  surfaces. 


28.227 


VERTICAL 
RAM 


TOOLHEAD 


CUTTING     TOOL 

ROTARY 
TABLE 


TRANSVERSE 

FEED 

HANDWHEEL 


LEVER 

FEEDING 
MECHANISM 

COLUMN 


BASE 


LONGITUDINAL    FEED 
HANDWHEEL 


Figure  12-12. — Vertical  shaper. 


table  makes  a  quick  return  to  bring  the  work 
into  position  for  the  next  cut.  The  size  of  a  planer 
is  determined  by  the  size  of  the  largest  work  that 
can  be  clamped  and  machined  on  its  table;  thus 
a  30  inch  by  30  inch  by  6  foot  planer  is  one  that 
can  accommodate  work  up  to  these  dimensions. 

TYPES  OF  PLANERS 

Planers  are  divided  into  two  general  classes, 
the  OPEN  side  type  and  the  DOUBLE  HOUS- 
ING type. 

Planers  of  the  open  side  type  (fig.  12-13) 
have  a  single  vertical  housing  to  which  the 
crossrail  is  attached.  The  advantage  of  this 
design  is  that  work  that  is  too  wide  to  pass 


0W  CONTROL  IE.VW 
CSPESD  COHTROO 


28.230X 


Figure  12-13.— Open  side  planer. 


12-13 


between  the  uprights  of  a  double  housing  machine 
may  be  planed. 

In  the  double  housing  planer,  the  worktable 
moves  between  two  vertical  housings  to  which  a 
crossrail  and  toolhead  are  attached.  The  larger  ma- 
chines are  usually  equipped  with  the  cutting  heads 
mounted  to  the  crossrail  as  well  as  a  side  head 
mounted  on  each  housing.  With  this  setup,  it  is 
possible  to  simultaneously  machine  both  the  side 
and  the  top  surfaces  of  work  mounted  on  the  table. 

CONSTRUCTION  AND 

MAINTENANCE 

All  planers  consist  of  five  principal  parts:  the 
bed,  table,  columns,  crossrail,  and  the  toolhead. 

The  bed  is  a  heavy,  rigid  casting  that  supports 
the  entire  piece  of  machinery.  On  the  upper 
surface  of  the  bed  are  the  ways  on  which  the 
planer  table  rides. 

The  table  is  a  cast  iron  flat  surface  to  which 
the  work  is  mounted.  The  planer  table  has  T-slots 
and  reamed  holes  for  fastening  work  to  the  table. 
On  the  underside  of  the  table  there  is  usually  a 
gear  train  or  a  hydraulic  mechanism,  which  gives 
the  table  its  reciprocating  motion. 

The  columns  of  a  double  housing  planer  are 
attached  to  either  side  of  the  bed  and  at  one  end 
of  the  planer.  On  the  open  side  planer  there  is  only 
one  column  or  housing  attached  on  one  side  of 
the  bed.  The  columns  support  and  carry  the 
crossrail. 

The  crossrail  serves  as  the  rigid  support  for 
the  toolheads.  The  vertical  and  horizontal  feed 
screws  on  the  crossrail  enable  you  to  adjust  the 
machine  for  various  size  pieces  of  work. 

The  toolhead  is  similar  to  that  of  the  shaper 
in  construction  and  operation. 

All  sliding  surfaces  subject  to  wear  are 
provided  with  adjustments.  Keep  the  gibes 
adjusted  to  take  up  any  looseness  due  to  wear. 

OPERATING  THE  PLANER 

Before  you  operate  a  planer,  be  sure  you  know 
where  the  various  controls  are  and  what  function 
each  controls.  Once  you  have  mastered  the  opera- 
tion of  one  model  or  type  of  planer  you  will  have 
little  difficulty  in  operating  others.  You  should, 
however,  refer  to  the  manufacturer's  technical 
manual  for  the  machine  you  are  using  for  specific 
operating  instructions.  The  following  sections 
contain  general  information  on  planer  operation. 

Table  Speeds 

The  table  speeds  are  controlled  by  the  start- 
stop  lever  and  the  flow  control  lever  (fig.  12-13). 


Two  ranges  of  speeds  and  a  variation  of  speeds 
within  each  range  are  available.  The  speed  range 
(LOW-MAXIMUM  CUT  or  HIGH-MINIMUM 
CUT)  is  selected  by  using  the  start-stop  lever,  and 
the  speeds  within  each  range  are  varied  by  using 
the  flow  control  lever.  As  the  flow  control  lever 
is  moved  toward  the  right,  the  table  speed  will 
gradually  increase  until  it  reaches  the  highest 
possible  speed. 

The  LOW  speed  range  is  for  shaping  hard 
materials,  which  require  high  cutting  force  at  low 
speeds.  The  HIGH  range  is  for  softer  materials, 
which  require  less  cutting  force  but  higher  cut- 
ting speeds. 

The  RETURN  speed  control  provides  two 
return  speed  ranges  (NORMAL  and  FAST). 
When  NORMAL  is  selected,  the  return  speed 
varies  in  ratio  with  the  cutting  speed  selected.  In 
FAST,  the  return  speed  remains  constant  (full 
speed),  independent  of  the  cutting  speed  setting. 


Feeds 

Feed  adjustment  is  made  by  turning  the  hand- 
wheel,  which  controls  the  amount  of  toolhead 
feed.  Turning  the  handwheel  counterclockwise 
increases  the  feed.  The  amount  of  feed  can  be  read 
on  the  graduated  dials  at  the  operator's  end  of 
the  crossrail  feed  box.  Each  graduation  indicates 
a  movement  of  0.001  inch. 

The  direction  of  feed  (right  or  left,  up  or 
down)  of  the  toolhead  is  controlled  by  the  lever 
on  the  rear  of  the  feed  box.  The  vertical  feed  is 
engaged  or  disengaged  by  the  upper  of  the  two 
levers  on  the  front  of  the  feed  box.  Shifting  the 
rear,  or  directional,  lever  to  the  down  position  and 
engaging  the  clutch  lever  by  pressing  it  downward 
gives  a  downward  feed  to  the  toolhead.  Shifting 
the  directional  lever  to  the  up  position  gives  an 
upward  feed. 

The  lower  clutch  lever  on  the  front  of  the  feed 
box  engages  the  horizontal  feed  of  the  toolhead. 
When  the  directional  lever  on  the  rear  of  the  box 
is  in  the  down  position,  the  head  is  fed  toward 
the  left.  When  the  directional  lever  is  in  the  up 
position,  the  head  is  fed  toward  the  right.  Shifting 
the  directional  lever  to  the  up  position  gives  an 
upward  feed. 

The  ball  crank  on  top  of  the  vertical  slide 
(toolhead  feed)  is  used  to  hand  feed  the  toolslide 
up  or  down.  A  graduated  dial  directly  below  the 
crank  indicates  the  amount  of  travel. 

The  two  square-ended  shafts  at  the  end  of  the 
crossrail  are  used  to  move  the  toolhead  by  hand. 


03     ill     Lilt 


neutral,  position,  and  then  turn  the  shaft.  The 
upper  shaft  controls  vertical  movement.  The  lower 
shaft  controls  horizontal  movement. 

Lock  screws  on  both  the  cross-slide  saddle  and 
the  vertical  slide  enable  these  slides  to  be  locked 
in  position  after  the  desired  tool  setting  is  made. 

The  planer  side  head  has  power  vertical  feed 
and  hand  horizontal  feed.  The  vertical  feed,  both 
engagement  and  direction,  is  controlled  by  a  lever 
on  the  rear  of  the  side  head  feed  box.  Vertical 
traverse  is  done  by  turning  the  square  shaft  that 
projects  from  the  end  of  the  feed  box.  Horizontal 
movement,  both  feed  and  traverse,  is  done  by 
using  the  bellcrank  on  the  end  of  the  toolhead 
slide. 

Rail  Elevation 

The  crossrail  is  raised  or  lowered  by  a  hand- 
crank  on  the  squared  shaft  projecting  form  the 
rear  of  the  rail  brace.  To  move  the  rail,  first  loosen 
the  two  clamp  nuts  at  the  rear  of  the  column  and 
the  two  clamp  nuts  at  the  front;  then  with  the 
handcrank  move  the  rail  to  the  desired  height.  Be 
sure  to  tighten  the  clamp  nuts  before  you  do  any 
machining. 

On  machines  that  have  power  rail  elevation, 
a  motor  is  mounted  within  the  rail  brace  and 
connected  to  the  elevating  mechanism.  Operation 
of  the  motor,  forward  or  reverse,  is  controlled  by 
pushbuttons.  The  clamp  nuts  have  the  same  use 
on  all  machines  whether  manual  or  power  eleva- 
tion is  used. 

Holding  the  Work 

The  various  accessories  used  in  planer  or 
shaper  work  may  make  the  difference  between  a 
superior  job  and  a  poor  job.  There  are  no  set  rules 
on  the  use  of  planer  accessories  for  clamping 
down  a  piece  of  work  —  results  will  depend  on 
your  ingenuity  and  experience. 

One  way  to  hold  down  work  on  the  worktable 
is  by  using  clamps.  The  clamps  are  attached  to 
the  worktable  by  bolts  inserted  in  the  T-slots. 
Figure  12-14  illustrates  a  step  block  used  with  the 
clamps  shown  in  figure  5-30.  At  some  time  you 
may  have  to  clamp  an  irregularly  shaped  piece  of 
work  to  the  planer  table.  One  way  to  do  this  is 
illustrated  in  figure  12-15;  here  an  accurately 
machined  step  block  is  used  with  a  gooseneck 
clamp.  Figure  12-16  illustrates  correct  and 
incorrect  ways  to  apply  clamps. 


Figure  12-14.— Step  block. 


-STEP    BLOCK         GOOSENECK  WORK 

CLAMP 


I 


MACHINE  TABLE 


Figure  12-15. — Application  of  step  block  and  clamp. 


^ 

.OCK             ^                            ^BLOCK            ^ 

SS 

WORK  ^                 > 

| 

WORK    / 

CORRECT 


INCORRECT 


CORRECT 


INCORRECT 


BLOCK 


STRIP 


BLOCK 


WORK 


IWORK! 


CORRECT 


INCORRECT 


^ 

,OCK              inl                                  ^-BLOCK       iTTl 

1          '   '  "         .          —  i                x     r                 '                      ^i 

i 

r~ui 

i 

\    ^ 

CORRECT                                                     INCORRECT 

CORRECT 


INCORRECT 


Figure  12-16. — Correct  and  incorrect  clamp  applications. 


12-15 


For  leveling  and  supporting  work  on  the 
planer  table,  jacks  of  different  sizes  are  used.  The 
conical  point  screw  (fig.  12-17)  replaces  the  swivel 
pad  type  screw  for  use  in  a  corner.  Extension  bases 
(fig.  12-17,  C,  D,  E,  and  F)  are  used  for  increasing 
the  effective  height  of  the  jack. 


planer,  unlike  the  surface  grinder,  has  no  built-in 
protection  against  the  grinding  particles  left  by 
the  grinding  operation. 

Observe  the  same  safety  precautions  for  the 
shaper  as  you  do  for  the  planer.  Always  observe 
standard  machine  shop  practices. 


SURFACE  GRINDING 
ON  THE  PLANER 

While  it  is  not  a  recommended  practice,  it  is 
possible,  with  the  use  of  a  toolpost  grinder,  to  use 
the  planer  as  a  surface  grinder.  Most  of  the  large 
tender  and  repair  type  ships  of  the  Navy  have 
surface  grinders  on  board,  but  due  to  space 
limitations  this  machine  may  not  always  have  a 
large  enough  capacity  to  accommodate  large  work 
pieces.  It  sometimes  may  become  necessary  to  use 
the  planer  as  a  surface  grinder.  Basically  speak- 
ing, it  is  a  matter  of  replacing  the  toolbit  with  the 
toolpost  grinder  and  computing  feeds  and  speeds 
for  grinding  instead  of  planing.  Prior  to 
attempting  surface  grinding  on  the  planer,  be  sure 
you  have  a  thorough  understanding  of  the 
material  presented  in  chapter  13  of  this  manual. 

When  you  have  completed  the  grinding  job, 
you  must  clean  the  planer  extensively,  both 
inside  and  out.  Filter  or  change  the  oil  in  the 
hydraulic  system  prior  to  further  operation.  The 


PANTOGRAPHS 

The  pantograph  (engraving  machine)  is 
essentially  a  reproduction  machine.  It  is  used  in 
the  Navy  for  work  such  as  engraving  letters  and 
numbers  on  label  plates,  engraving  and  graduating 
dials  and  collars,  and  in  other  work  that  requires 
the  exact  reproduction  of  a  flat  pattern  on  the 
workpiece.  The  pantograph  may  be  used  for 
engraving  flat  and  uniformly  curved  surfaces. 

There  are  several  different  models  of  en- 
graving machines  that  you  may  have  to  operate. 
Figure  12-18  shows  one  model  that  mounts  on  a 
bench  or  a  table  top  and  is  used  primarily  for 
engraving  small  items.  This  particular  machine  is 
manufactured  by  the  New  Hermes  Engraving 
Machine  Corporation.  It  is  capable  of  reproduc- 
ing work  at  ratios  ranging  from  1:1  to  7:1.  A  1 
to  1  ratio  will  result  in  the  work  being  1/7  the  size 
of  the  pattern. 


B. CONICAL  POINT; 
SCREW 


C,D,E,  AND  F  EXTENSION    BASES 


28.332 


Figure  12-18. — Engraving  machine. 


12-17 


The  Gorton  3-U  pantograph  (figure  12-19)  is 
another  engraving  machine  commonly  used  by  the 
Navy.  The  principles  of  operation  and  setup 
procedures  for  the  3-U  machine  are  similar  to 
those  for  other  models  of  pantograph  type  engrav- 
ing machines.  Because  of  the  similarity  in 
operating  principles  and  setup  procedures,  you 
should  have  no  difficulty  in  applying  the 
information  contained  in  this  section  to  the 
operation  of  any  model  of  pantograph  engraver. 


PANTOGRAPH  ENGRAVER  UNITS 

The  pantograph  engraving  machine,  shown  in 
figure  12-19,  consists  of  five  principal  parts:  the 
supporting  base,  pantograph  assembly,  cutterhead 
assembly,  worktable,  and  copyholder. 

Supporting  Base 

The  supporting  base  is  a  heavy,  rigid  casting, 
which  supports  the  entire  piece  of  machinery.  If 


CONNECTING 
LINK 


COPY- 
HOLDER 


TRACER  ARM 
I 
END  BOSS 


LOWER   BAR 


FORMING   BAR 


FORMING   GUIDE 


CUTTERHEAD 
ASSEMBLY 


WORKTABLE 


CROSSFEED 
CONTROL 


TRANSVERSE 
FEED 


VERTICAL    FEED 
CONTROL 


<\ 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


1  UUJ.VJ  V  CU.  1J.V7JL11   Lilt 


on  rubber  or  cork  pads. 
Pantograph  Assembly 

The  pantograph  assembly  has  four  connecting 
arms:  a  tracer  arm,  an  upper  bar,  a  lower  bar, 
and  a  connecting  link  between  the  tracer  arm  and 
the  lower  bar.  It  also  has  a  cutterhead  link  which 
supports  the  cutterhead.  The  relationship  between 
movement  of  the  stylus  point  and  movement  of 
the  cutter  is  governed  by  the  relative  positions  of 
the  sliding  blocks  on  the  upper  bar  and  the  lower 
bar.  The  pantograph  assembly  can  be  set  for  a 
given  reduction  by  loosening  the  sliding  block 
bolts  and  setting  the  blocks  at  a  desired  distance 
from  the  datum  lines.  This  will  give  the  desired 
reduction  ratio.  The  upper  and  lower  bar  are 
inscribed  with  marks  (for  whole  number  and 
standard  reductions  from  2:1  to  16: 1)  to  indicate 
the  position  for  setting  the  slider  blocks  for 
commonly  used  reductions. 

Cutterhead  Assembly 

The  cutterhead  assembly  houses  the  precision 
cutter  spindle.  Pulley  drives  between  the  motor 
and  the  spindle  enable  you  to  adjust  the  spindle 
speeds.  Figure  12-20  gives  the  spindle  speeds  and 
the  arrangement  of  the  drive  belts  for  varying 
spindle  speeds.  At  the  head  of  the  cutter  there  is 
a  vertical  feed  lever,  which  provides  a  range  of 
limited  vertical  movement  from  1/16  inch  to  1/4 
inch  to  prevent  the  cutter  from  breaking  when  it 
feeds  into  work.  A  plunger  locks  the  spindle  for 
flat  surface  engraving  or  releases  it  for  floating 


MOTOR                                DRIVE                               SPINDLE 
2  l 

HJ               BS:^^ 

2-3-A-C         3800    rpm 
2-3-A-D         5300    rpm 
1-3-A-C          5300   rpm 
1-3-A-D          7400   rpm 

2-3  -B-C          8100 
2-3-B-D         11,000 

1-3-B-C         11,000 
1-3-B-D        I5POO 

rpm 

rpm 

rpm 
rpm 

Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.235X 
Figure  12-20.— Spindle  speeds. 


.  .  .  .  .        .  , 

making  it  unnecessary  to  disturb  any  work  by 
lowering  the  table. 


Worktable 

The  cast  iron  worktable  of  the  3-U  pantograph 
engraver  measures  8  inches  by  12  inches  and  is 
flat  and  highly  polished.  It  has  four  3/8-inch 
T-slots  cut  parallel  to  its  front  edge  for  mounting 
a  vise  or  table  dogs  to  hold  down  a  piece  of  work. 
Longitudinal  feed  can  move  the  worktable  10 
inches,  while  the  cross  feed  can  move  the  table 
1 1  inches.  Vertical  feed  of  the  worktable  is  9  3/4 
inches. 


Copyholder 

The  copyholder  is  a  steel  casting  with  beveled 
grooves  or  T-slots  machined  from  the  solid  plate 
holder.  Standard  copyholders  for  the  3-U 
pantograph  engravers  have  four  or  six  grooves. 
Two  stops  are  supplied  for  each  groove  in  the 
copyholder. 


SETTING  COPY 

Lettering  used  with  an  engraver  is  known  by 
various  terms — however,  the  Navy  uses  the  term 
copy  to  designate  the  characters  used  as  sample 
guides.  Copy  applies  specifically  to  the  standard 
brass  letters,  or  type,  which  are  set  in  the 
copyholder  of  the  machine  and  which  guide 
the  pantograph  in  reproducing.  Shapes,  as 
distinguished  from  characters,  are  called  templates 
or  masters. 

Copy  is  not  self-spacing;  therefore,  you  should 
adjust  the  spaces  between  the  characters  by 
inserting  suitable  blank  spacers,  which  are 
furnished  with  each  set  of  copy.  Each  line,  when 
set  in  the  copyholder,  should  be  held  firmly 
between  the  clamps. 

After  setting  up  the  copy  in  the  holder,  and 
before  engraving,  be  sure  that  the  holder  is  firmly 
set  against  the  stop  screws  in  the  copyholder  base. 
This  ensures  that  the  holder  is  square  with  the 
table.  Do  not  disturb  these  stops;  they  were 
properly  adjusted  at  the  factory,  and  any  change 
will  throw  the  copyholder  out  of  square  with  the 
table.  The  worktable  T-slots  are  parallel  with  the 
table's  front  edge,  making  it  easy  to  set  the  work 
and  the  copy  parallel  to  each  other. 


12-19 


In  addition  to  copy,  circular  copy  plates  are 
sometimes  used  for  engraving  work.  A  copy  plate 
is  a  flat  disk  with  letters,  numbers,  and  other 
characters  inscribed  on  the  face  of  the  disk  near 
the  rim.  The  rim  of  the  plate  is  notched  beside 
each  character  so  a  spring-loaded  indexing  pawl 
can  be  used  to  hold  the  disk  in  the  proper  position 
during  the  engraving  procedure.  The  plate  is 
set  on  a  pivot  on  the  copyholder  and  may  be 


rotated  360°  so  that  any  character  on  the 
plate  may  be  placed  in  the  required  position  for 
engraving. 


SETTING  THE  PANTOGRAPH 

The  correct  setting  of  the  pantograph  is 
determined  from  the  ratio  of  (1)  the  size  of  the 


\   20.0390'  . 
\5Od .  990 ^ 


' 

\J23  . 


CONSTANT 

?54 .495/rr r> 
Upper  3ar  Consent  -, 


, 
Centers. 


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7450"  +  3  fir*/,  teuton  +j).  Loner  for  Cans f art? =^eJ  .039  o'+ 


EXAMPLE:  REQUIRED    THE    SETTINGS    IN  INCHES    FOR    REDUCING    4    TO    I. 


For 


4. 0)2O.O39O' 
/*    5.0097' 

Tracer  drm. .. 

Centers. 


D/srance  fo  set  Me*  £cfye  or?  Lowes' 


S/der  Bar  .leatf  from 
See 


S//der  ffar. 


first  d/^e  Me  Upper  S/tfer  Sar  Ce/ifer  d/s  - 
torrce  /Z.7450'  ty  tic  Deduction 
fas  <y  cor, >s ;/£?/?/  of  /. 

Upper  S//cfer  Bar  Centers. 
.4.O  ^ 


Upper 


2.5489' 


Subfract  /rom^4.2'483'- 
"~" 


Distance  -  «-  /  .6994' 

h  je/  /ndtx  Edye  or/  Upper  Steer  Bar 

from  (5r<x7t/fff/or/  <?.  5ee~ 


PANTOGRAPH 
SET  TO  THE 
REDUCTION. 


4.0 


To 


for  ar/f/  desired 
Spec  /a/  Sc&Se  a/  tfe- 
as  per  <?6ove 
or  as  per"  Sd?edu/e   o/ 


Ptece  Me  3eve//ed  /rttfex 
of  Me  <5Aderj  awfft/  /ro/n 
fhe  L/sies  morAec/  J?  or/  Me 
Bars,  She  O/s  forces 


4.O 


fike  Lower  Sti^tf 
be  se/  es  a/  &  5.O/O' 
from  She  U'rre  ^  asx?  Sfte 
i/pper  5//der  ff/ocA  as  a/ 
1.699'  from  its  Line  2. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


work  to  the  size  of  the  copy  layout,  or  (2)  the 
desired  size  of  engraved  characters  to  the  size  of 
the  copy  characters.  This  ratio  is  called  a 
reduction.  A  1:1  reduction  results  in  an  engraved 
layout  equal  in  size  to  the  copy  layout;  a  16:1 
reduction  results  in  an  engraved  layout  1/16  the 
size  of  the  copy  layout. 

If  a  length  of  copy  is  10  inches  and  the  length 
of  the  finished  job  is  to  be  2  inches,  divide  the 
length  of  the  job  into  the  length  of  the  copy: 

10  •*-  2  =  5  inches 
For  this  job,  set  the  slider  blocks  at  5  inches. 

If  the  length  of  the  copy  is  1 1  inches  and  the 
length  of  the  finished  job  is  to  be  4  inches,  the 
reduction  is: 

11  -*•  4  =  2.75  inches 

You  will  note  that  reduction  2.75  is  not  marked 
on  the  pantograph  bars.  To  find  the  correct  slider 
blocks  settings,  use  the  reduction  formula  in 
figure  12-21. 

All  settings  are  measured  from  the  first 
reduction  marking  on  the  upper  and  lower  arms. 
On  the  model  3-U  pantograph,  reductions  are 
measured  from  the  line  marked  2  on  the  upper 


arm,  and  NOT  the  line  marked  1.  To  accurately 
set  special  reductions  use  a  hundredth-inch 
scale. 

After  you  have  set  a  special  reduction,  check 
the  pantograph.  First,  place  a  point  into  the 
spindle,  then  raise  the  table  until  the  point  barely 
clears  the  table.  Next,  trace  along  an  edge  of  a 
copy  slot  in  the  copyholder  with  the  tracing  stylus. 
If  the  cutter  point  follows  parallel  to  the  T-slots, 
the  reduction  is  proper.  If  the  point  forms  an  arc 
or  an  angle,  recalculate  the  setting  and  reset  the 
sliding  blocks.  If  the  point  still  runs  off,  loosen 
either  of  the  slider  blocks  and  tap  it  one  way  or 
the  other,  until  the  path  of  the  point  is  parallel 
to  the  T-slots. 

For  1:1  reduction,  transfer  the  stylus  collet 
from  the  end  boss  of  the  tracer  arm  to  the  second 
boss  on  the  arm.  Set  the  lower  slider  block  on  the 
graduation  marked  "1  and  2,"  and  the  upper  bar 
slider  block  on  graduation  1. 

Table  12-2  provides  dimensions  for  setting  the 
slider  blocks  on  the  upper  and  lower  bars  for 
reductions  2  through  16.  After  setting  the 
reduction,  lock  the  upper  and  lower  bars  in  the 
slider  blocks  by  tightening  the  capscrews  in  each 
block. 

NOTE:  For  special  reductions  between 
1  and  2,  follow  the  sample  solution  in 
fig.  12-22. 


TRACER      ARM 
10.0195" 

v 


EXAMPLE 

REQUIRED:   THE    SETTING  IN  INCHES    FOR   REDUCING 


1.5    TO    I 


FOR   LOWER  SLIDER  BAR 

STEP1,  DIVIDE  TRACER  ARM  CENTERS    BY  THE 
REQUIRED   REDUCTION   THUS! 
TRACER  ARM  CENTERS   10.0195" 
REQUIRED   REDUCTION        1.5         =  6'679 
STEP2.  SUBTRACT  THE  QUOTIENT  FROM   THE  LOWER 
BAR  CONSTANT.        10.0195" 
-  6.679" 


STEP3. 


3.340" 

THE  RESULT  IS  THE  DISTANCE   TO  SET  INDEX 
EDGE  ON  LOWER  SLIDER  BAR  HEAD  FROM 
GRADUATION     182. 


FOR   UPPER   SLIDER  BAR 
DIVIDE    UPPER  SLIDER  BAR  CENTER 
DISTANCE    BY  THE  REDUCTION    REQUIRED 
PLUS   A   CONSTANT  OF  ONE. 
REQUIRED  REDUCTION     1.5 
CONSTANT      1,0 
2.5 
UPPERSLIDERBAR  CENTERS  12.745", 


2.5 


••  5.098 


STEP2.   SUBTRACT  THE  QUOTIENT   FROM   THE 

UPPER   BAR  CONSTANT      €.3725" 
STEP3.   THE  RESULT  IS  THE  -  5.098  " 

DISTANCE  TO  SET  1.2745" 

INDEX  EDGE  ON  UPPER 

SLIOER  8A.RHEA.D  FROM  GRADUATION    I. 


SCHEDULE  OF  VARIOUS  REDUCTIONS 
BETWEEN    l:l  AND  2:1   ON   MOD.  3U 
PANTOGRAPH  WITH  TRACING  STYLUS 
IN   NEAREST    HOLE  OF  ARM. 

MEASUREMENTS    IN     INCHES 

REDUCTION 

DISTANCE   TO   SET 
INDEX  EDGE  ON 
LOWER  SLIDER  BAR 
HEAD  FROM  GRAD. 
MARKS    1   &  Z 

DISTANCE     TO  SET 
INDEX   EDGE  ON 
UPPER  SLIDER  BAR 
HEAD  FROM  GRAD. 
MARK           1 

.0 
.  1 
,2 
.3 
,4 
.5 
.6 
.7 
.8 
.9 

0 
.911" 
1.670" 
2.3  1  2" 
2.863" 
3.340" 
3.757" 
4.  1  2  6" 
4.453" 
4.746" 

0 
,303" 
.579" 
.83  1  ' 
,062" 
•  275" 
,471  " 
,651" 
.82  l" 
1.978 

FOR   OTHER   REDUCTIONS   USE  FORMULA 

FOR   GREATER    REDUCTIONS  USE   SCHEDULE 
AS   PER    NSTRUCTION   BOOK   WITH    TRACING 
STYLUS  ATEXTREME  END  OF  PANTOGRAPH  ARM 

Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


Engraving  Machine  No.  3U 

Engraving  Machine  No.  3U 

Reduction 

Lower  Bar 
Inches 

Upper  Bar 
Inches 

Reduction 

Lower  Bar 
Millimeters 

Upper  Bar 
Millimeters 

2.0 

0.000 

0.000 

2.0 

00.00 

0.00 

2.1 

0.477 

0.137 

2.1 

12.12 

3.48 

2.2 

0,911 

0.265 

2.2 

23.14 

6.74 

2.3 

1.307 

0.386 

2.3 

33.19 

9.81 

2.4 

1.670 

0.500 

2.4 

42.42 

12.69 

2.5 

2.004 

0.607 

2.5 

50.90 

15.41 

2.6 

2.312 

0.708 

2.6 

58.73 

17.98 

2.7 

2.598 

0.804 

2.7 

65.98 

20.41 

2.8 

2.863 

0.894 

2.8 

72.71 

22.72 

2.9 

3.109 

0.980 

2.9 

78.98 

24.90 

3.0 

3.340 

1.062 

3.0 

84.83 

26.98 

3.1 

3.555 

1.140 

3.1 

90.30 

28.95 

3.2 

3.757 

1.214 

3.2 

95.44 

30.83 

3.3 

3.947 

1.284 

3.3 

100.26 

32.62 

3.4 

4.126 

1.352 

3.4 

104.79 

34.33 

3.5 

4.294 

1.416 

3.5 

109.07 

35.97 

3.6 

4.453 

1.478 

3.6 

113.11 

37.53 

3.7 

4.604 

1.537 

3.7 

116.93 

39.03 

3.8 

4.746 

1.593 

3.8 

120.55 

40.46 

3.9 

4.881 

1.647 

3.9 

123.98 

41.84 

4.0 

5.010 

1.699 

4.0 

127.25 

43.16 

4.1 

5.132 

1.749 

4.1 

130.35 

44.43 

4.2 

5.248 

1.797 

4.2 

133.31 

45.65 

4.3 

5.359 

1.844 

4.3 

136.13 

46.83 

4.4 

5.465 

1.88,8 

4.4 

138.82 

47.96 

4.5 

5.566 

1.931 

4.5 

141.39 

49.05 

4.6 

5.663 

1.972 

4.6 

143.84 

50,10 

4.7 

5.756 

2.012 

4.7 

146.20 

51.11 

4.8 

5.845 

2.051 

4.8 

148.46 

52.09 

4.9 

5.930 

2.088 

4.9 

150.62 

53.04 

5.0 

6.012 

2.124 

5.0 

152.70 

53.95 

5.1 

6.090 

2.159 

5.1 

154.69 

54.84 

5.2 

6.166 

2.193 

5.2 

156.61 

55.69 

5.3 

6.239 

2.225 

5.3 

158.46 

56.52 

5.4 

6.309 

2.257 

5.4 

160.24 

57.33 

Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


28.236.01X 


12-22 


Table  12-2.— Reduction  Schedules  in  Inches  and  Millimeters — Continued 


Schedule  of  Reductions  for 
Engraving  Machine  No.  3U 

Schedule  of  Reductions  for 
Engraving  Machine  No.  3U 

Reduction 

Lower  Bar 
Inches 

Upper  Bar 
Inches 

Reduction 

Lower  Bar 
Millimeters 

Upper  Bar 
Millimeters 

5.5 

6.376 

2.288 

5.5 

161.95 

58.10 

5.6 

6.441 

2.317 

5.6 

163.60 

58.86 

5.7 

6.504 

2.346 

5.7 

165.20 

59.59 

5.8 

6.564 

2.374 

5.8 

166.74 

60.30 

5.9 

6.623 

2.401 

5.9 

168.23 

60.99 

6.0 

6.680 

2.428 

6.0 

169.66 

61.66 

6.1 

6.734 

2.453 

6.1 

171.05 

62.31 

6.2 

6.787 

2.478 

6.2 

172.40 

62.95 

6.3 

6.839 

2.502 

6.3 

173.70 

63.56 

6.4 

6.888 

2.526 

6.4 

174.97 

64.16 

6.5 

6.937 

2.549 

6.5 

176.19 

64.74 

6.6 

6.983 

2.571 

6.6 

177.38 

65.31 

6.7 

7.029 

2.593 

6.7 

178.53 

65.87 

6.8 

7.073 

2.614 

6.8 

179.64 

66.40 

6.9 

7.115 

2.635 

6.9 

180.73 

66.93 

7.0 

7.157 

2.655 

7.0 

181.78 

67.44 

7.1 

7.197 

2.673 

7.1 

182.81 

67.94 

7.2 

7.236 

2.694 

7.2 

183.80 

68.43 

7.3 

7.274 

2.713 

7.3 

184.77 

68.90 

7.4 

7.312 

2.731 

7.4 

185.71 

69.37 

7.5 

7.348 

2.749 

7.5 

186.63 

69.82 

7.6 

7.383 

2.766 

7.6 

.  187.32 

70.26 

7.7 

7.417 

2.783 

7.7 

188.39 

70.70 

7.8 

7.450 

2.800 

7.8 

189.24 

71.12 

7.9 

7.483 

2.816 

7.9 

190.07 

71.53 

8.0 

7.515 

2.832 

8.0 

190.87 

71.94. 

9.0 

7.793 

2.974 

9.0 

197.94 

75.53 

10.0 

8.016 

3.090 

10.0 

203.60 

78.48 

11.0 

8.198 

3.186 

11.0 

208.22 

80.93 

12.0 

8.350 

3.268 

12.0 

212.08 

83.01 

13.00 

8.478 

3.338 

13.0 

215.34 

84.78 

14.00 

8.588 

3.399 

14.0 

218.13 

86.32 

15.00 

8.683 

3.452 

15.0 

220.56 

87.67 

16.00 

8.767 

3.499 

16.0 

222.68 

88.86 

Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


28.236.01X 


CUTTER  SPEEDS 


GRINDING  CUTTERS 


The  speeds  listed  in  table  12-3  represent  typical 
speeds  for  given  materials.  In  using  the  table,  keep 
in  mind  that  the  speeds  recommended  will  vary 
greatly,  depending  on  the  depth  of  cut,  and 
particularly  the  rate  at  which  you  feed  the  cutter 
through  the  work.  Since  the  3-U  engravers  are  fed 
manually,  the  rate  of  feed  is  subject  to  a  wide 
variation  by  individual  operations;  this  will  affect 
the  spindle  speeds  used. 

Run  the  cutters  at  highest  speeds  possible 
without  burning  them,  and  remove  stock  with 
several  light,  fast  cuts  rather  than  one  heavy  cut 
at  slower  spindle  speeds.  When  you  cut  steel  and 
other  hard  materials,  start  with  a  slow  speed  and 
work  up  to  the  fastest  speed  the  cutter  will  stand 
without  losing  its  cutting  edge.  Sometimes  you 
may  have  to  sacrifice  cutter  life  to  obtain  the 
smoother  finish  possible  at  higher  speeds.  With 
experience  you  will  know  when  the  cutter  is 
running  at  its  maximum  efficiency. 


Most  of  the  difficulties  experienced  in  using 
very  small  cutters  on  small  lettering  are  caused  by 
improper  grinding.  The  cutter  point  must  be  accu- 
rately sharpened.  When  trouble  is  experienced, 
usually  the  point  is  burned,  or  the  flat  is  either 
too  high  or  too  low.  Perhaps  the  clearance  does 
not  run  all  the  way  to  the  point.  Stoning  off  the 
flat  with  a  small  fine  oilstone  will  make  the 
cutting  edge  keener. 

You  can  make  a  cutter  run  almost  perfectly 
by  sharpening  it  in  the  spindle  in  which  it  will  run. 
Most  pantograph  machines  have  a  provision  for 
removing  the  cutter  spindle  from  the  machine  and 
placing  it  in  a  V-block  toolhead  on  the  cutter 
grinder.  This  will  allow  you  to  grind  the  cutter 
to  the  desired  shape  without  removing  it  from  the 
cutter  spindle. 

Grinding  Single-Flute  Cutters 

Before  grinding  cutters,  true  up  the  grinding 
wheel  with  the  diamond  tool  supplied  with  the 


Table  12-3.— Cutter  Speeds 


Materials  and  Feeds 

Cutter  diameter  (at  cutting  point) 

1/32" 

1/16" 

1/8" 

3/16" 

1/4" 

5/16" 

3/8" 

7/16" 

1/2" 

Speeds  (rpm) 

Hardwood  (650-800  ft.  /min.  )  

10,000 
to 
20,000 

10,000 
to 
20,000 

10,000 
to 
20,000 

10,000 
to 
20,000 

10,000 
to 
20,000 

9,000 

8,000 

7,000 

6,000 

*Bakelite  (170-250  ft.  /min.  )  

10,000 

8,000 

6,000 

4,000 

3,000 

2,200 

1,800 

1,500 

1.300 

**Engraver's  brass  and 
aluminum  (375-425  ft.  /min.  ) 

10,000 
to 

15,000 

10,000 
to 
15,000 

10,000 
to 
15,000 

8,000 

6,000 

5,000 

4,000 

3,500 

3,000 

Cast  iron  (130-250  ft.  /min.  )  

8,000 

7,500 

5,500 

3,500 

2,500 

2,000 

1,650 

1.400 

1,200 

Hard  bronze  and  machine  steel 
(80-200  ft.  /min.  ) 

7,000 

6,000 

3,000 

2,200 

1,600 

1,200 

975 

800 

700 

Annealed  tool  steel  (70-100  ft.  / 
min.  ) 

5,000 

4.500 

2,300 

1,600 

1,200 

1,000 

850 

725 

600 

Stainless  steel,  Monel  (45-75 
ft.  /min.  ) 

3,500 

2,750 

1,400 

1,050 

700 

575 

500 

435 

350 

Very  hard  die  and  alloy  steels 
(30-45  ft./min.) 

2.000 

1,250 

800 

600 

475 

400 

350 

300 

250 

the  wheel  as  shown  in  figure  12-23.  Then  swing 
the  diamond  across  the  face  of  the  wheel  by 
rocking  the  toolhead  in  much  the  same  manner 
as  for  grinding  a  cutter.  In  dressing  the  wheel, 
your  maximum  cut  should  be  0.001  to  0.002  inch. 
If  the  diamond  fails  to  cut  freely,  turn  it  slightly 
in  the  toolhead  to  present  an  unused  portion  of 
the  diamond  to  the  wheel. 

ROUGH  AND  FINISH  GRINDING  A 
CONICAL  POINT.— Set  the  grinder  toolhead  to 
the  desired  cutting  edge  angle  (fig.  12-24 A).  This 
angle  usually  varies  from  30  °  to  45  °,  depending 
on  the  work  desired.  For  most  sunken  letter  or 
design  engraving  on  metal  or  bakelite  plates,  a  30  ° 
angle  is  used.  Now  place  the  cutter  in  the  toolhead 
and  rough  grind  it  to  approximate  size  by  swinging 
it  across  the  wheel's  face.  Do  not  rotate  the  cutter 
while  it  is  in  contact  with  the  face  of  the  wheel 
but  swing  it  straight  across,  turning  it  slightly 
BEFORE  or  AFTER  it  makes  contact  with  the 
wheel.  This  will  produce  a  series  of  flats  as  in 
figure  12-24B.  Now,  grind  off  the  flats  and 
produce  a  smooth  cone  by  feeding  the  cutter  into 
the  wheel  and  rotating  the  cutter  at  the  same  time. 
The  finished  cone  should  look  like  figure  12-24B, 
smooth  and  entirely  free  of  wheel  marks. 


l,v/    gJ.llJ.Vl    L11V/    lldl. 


SIC 


Y"V"7: 

JSi 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.238X 

Figure  12-23. — Position  of  diamond  for  truing  a  grinding 
wheel. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.239X 

Figure  12-24.— Grinding  a  conical  point:  (A)  Cutter  angle. 
(B)  Rough  and  finished  conical  shape. 


For  very  small,  delicate  work  it  is  absolutely 
essential  to  grind  this  flat  EXACTLY  to  center. 
If  the  flat  is  oversize,  you  can  readily  see  it  after 
grinding  the  cone,  and  the  point  will  appear  as 
in  figure  12-25 A.  To  correct  this,  grind  the  flat 
to  center  as  in  figure  12-25B. 

GRINDING  THE  CHIP  CLEARANCE.— 

The  cutter  now  has  the  correct  angle  and  a 
cutting  edge,  but  has  no  chip  clearance.  This  must 
be  provided  to  keep  the  back  side  of  the  cutter 
from  rubbing  against  the  work  and  heating 
excessively,  and  to  allow  the  hot  chips  to  fly  off 
readily.  The  amount  of  clearance  varies  with  the 
angle  of  the  cutter.  The  procedure  for  grinding 
chip  clearance  is  as  follows. 

Gently  feed  the  cutter  into  the  face  of  the 
wheel.  Do  not  rotate  the  cutter.  Hold  the  back 
(round  side)  of  the  conical  point  against  the  wheel. 
Rock  the  cutter  continuously  across  the  wheel's 
face,  without  turning  it,  until  you  grind  a  flat  that 
runs  out  exactly  at  the  cutter  point  (fig.  12-26). 
Check  this  very  carefully,  with  a  magnifying  glass 


\ 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.240X 

Figure  12-25.— Grinding  the  flat.  (A)  Flat  not  ground  to 
center.  (B)  Flat  ground  to  center. 


CUTTING  EDGE 


BACK  SIDE 
OF  CUTTER 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.241X 
Figure  12-26. — First  operation  in  grinding  clearance. 


12-25 


if  necessary,  to  be  sure  you  have  reached  the  point 
with  this  flat.  Be  extremely  careful  not  to  go 
beyond  the  point. 

The  next  step  is  to  grind  away  the  rest  of  the 
stock  on  the  back  of  the  conical  side  to  the  angle 
of  the  flat,  up  to  the  cutting  edge.  Rotate  the 
conical  side  against  the  face  of  the  wheel  and 
remove  the  stock  as  shown  in  figure  12-24B.  Be 
extremely  careful  not  to  turn  the  cutter  too  far 
and  grind  away  part  of  the  cutting  edge.  Clean 


up  all  chatter  marks.  Be  careful  of  the  point;  this 
is  where  the  cutting  is  done.  If  this  point  is 
incorrectly  ground,  the  cutter  will  not  work. 

TIPPING  OFF  THE  CUTTER  POINT.— For 

engraving  hairline  letters  up  to  0.0005  inch  in 
depth,  the  cutter  point  is  not  flattened,  or 
TIPPED  OFF.  For  all  ordinary  work,  however, 
it  is  best  to  flatten  this  point  as  much  as  the  work 
will  permit.  Otherwise,  it  is  very  difficult  to 
retain  a  keen  edge  with  such  a  fine  point,  and 


Table  12-4.— Rake  Angles  for  Single-Flute  Cutters 


Material  to  be  cut 

Angle  B  (See  figs. 
12-27).andl2-28j 

-  5-10  degrees 
10-15  degrees 
15-20  degrees 
20-25  degrees 
20-25  degrees 

Table  12-5.— Chip  Clearance  Table  for  Square-Nose  Cutters 


Cutter  diameter 

Clearance 

Cutter  diameter 

Clearance 

Inches 

Inches 

Inches 

Inches 

1/10 

.004 

1/4 

.010 

1/8 

.006 

5/16 

.012 

5/32 

.006 

3/8 

.015 

3/16 

.008 

7/16 

.015 

1/2 

.020 

Table  12-6.— Clearance  Angles  for  3-  and  4-Sided  Cutters 


Degrees  of  cutting  ....... 

45° 

40° 

35° 

30° 

25° 

20° 

15° 

10° 

5° 

Angle  of  clearance:  (Degrees) 

3  sides  

26  1/2 

23 

19   1/2 

16 

13 

10  1/2 

7   1/2 

5 

21/2 

35  1/2 

23 

25  1/2 

22   1/2 

18   1/2 

14  1/2 

10 

7 

3    1/2 

when  the  point  wears  down,  the  cutter  will 
immediately  fail  to  cut  cleanly.  Tipping  off  is 
usually  done  by  holding  the  cutter  in  the  hands 
at  the  proper  inclination  from  the  grinding  wheel 
face  and  touching  the  cutter  very  lightly 
against  the  wheel,  or  by  dressing  with  an  oilstone. 
Angle  A  (fig.  12-27)  should  be  approximately  3  °; 
this  angle  causes  the  cutter  to  bite  into  the  work 
like  a  drill  when  it  is  fed  down.  Angle  B  (fig. 
12-27)  varies,  depending  on  the  material  to  be 
engraved.  Use  table  12-4  as  a  guide  in  determining 
angle  B. 

Grinding  Square-Nose 
Single-Flute  Cutters 

A  properly  ground  square-nose  single-flute 
cutter  should  be  similar  to  the  illustration  in 


WIDE  AS  POSSIBLE 


•af 


SEE 

TABLE 

12-4 


figure  12-28.  When  square-nose  cutters  are 
ground,  they  should  be  tipped  off  in  the 
same  manner  as  described  in  connection  with 
figure  12-27.  All  square-nose  cutters  have 
peripheral  clearance  ground  back  of  the  cutting 
edge.  After  grinding  the  flat  to  center  (easily 
checked  with  a  micrometer),  grind  the  clearance 
by  feeding  the  cutter  in  the  required  amount 
toward  the  wheel  and  turning  the  cutter  until  you 
have  removed  all  stock  from  the  back  (round 
side),  up  to  the  cutting  edge.  Table  12-5  provides 
information  on  chip  clearance  for  various  sized 
cutters. 


Grinding  Three-  and 
Four-Sided  Cutters 

Three-  and  four-sided  cutters  (see  fig.  12-29) 
are  used  for  cutting  small  steel  stamps  and  for 
small  engraving  where  a  very  smooth  finish  is 
desired.  The  index  plate  on  the  toolhead  collet 
spindle  has  numbered  index  holes  for  indexing  to 
grind  three-and  four-sided  cutters. 

Set  the  toolhead  for  the  desired  angle.  Plug 
the  pin  in  the  index  hole  for  the  desired  number 
of  divisions  and  grind  the  flats.  Now,  without 
loosening  the  cutter  in  the  toolhead  collet,  reset 
the  toolhead  to  the  proper  clearance  angle. 
Clearance  angles  are  listed  in  table  12-6. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.242X 
Figure  12-27. — A  tipped  off  cutter. 


SEE  TABLE  12-4 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.243X 

Figure  12-28.— Square-nose  cutter  with  a  properly  ground 
tip. 


PANTOGRAPH  ATTACHMENTS 

Some  attachments  commonly  used  with  the 
pantograph  engraving  machine  are:  copy  dial 
holders,  indexing  attachments,  forming  guides 
and  rotary  tables.  The  use  of  these  attachments 
extends  the  capabilities  of  the  pantograph 
engraving  machine  from  flat,  straight  line 
engraving  to  include  circular  work,  cylindrical 
work,  and  indexing. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.244X 
Figure  12-29. — Three-sided  cutter. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


28.245X 


Figure  12-30.— Copy  dial  bolder  and  plate. 


The  copy  dial  holder  shown  in  figure 
12-30  is  used  instead  of  the  regular  copy- 
holder when  a  circular  copy  plate  is  used. 
This  holder  has  a  spring-loaded  indexing 
pawl,  which  is  aligned  with  the  center  pivot 
hole.  This  pawl  engages  in  the  notches  in 
a  circular  copy  plate  to  hold  the  plate  in 
the  required  position  for  engraving  the  character 
concerned. 

An  indexing  attachment  such  as  that  shown 
in  figure  12-31  may  be  used  for  holding  cylindrical 
work  to  be  graduated.  In  some  cases,  the  dividing 
head  (used  on  the  milling  machine)  is  used 
for  this  purpose.  The  work  to  be  engraved 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 


18 


for  any  number  of  divisions  available  on 
the  plate.  Figure  12-31  shows  a  micrometer 
collar  being  held  for  graduation  and  engrav- 
ing. 

A  forming  guide  (sometimes  called  a  radius 
plate)  is  used  to  engrave  cylindrical  surfaces.  The 
contour  of  the  guide  must  be  the  exact  opposite 
of  the  work;  if  the  work  is  concave  the  guide  must 
be  convex  and  vice  versa.  The  forming  guide  is 
mounted  on  the  forming  bar.  (See  fig.  12-32.) 
When  the  spindle  floating  mechanism  is  released, 
the  spindle  follows  the  contour  of  the  forming 
guide. 

The  rotary  table  shown  in  figure  12-32 
is  used  for  holding  work  such  as  face  dials. 
It  is  similar  to  the  rotary  table  used  on 
milling  machines.  The  rotary  table  is  mounted 
directly  on  the  worktable  and  provides  a 
means  of  rapid  graduation  and  of  engraving  the 
faces  of  disks. 


USING  A  CIRCULAR 
COPY  PLATE 

The  circular  copy  plate  might  be  efficiently 
used  in  engraving  a  number  of  similar  workpieces 
with  single  characters  used  consecutively.  For 
example,  the  following  setup  can  be  used  to 
engrave  26  similar  workpieces  with  a  single 


letter. 

1.  Set  the  workpiece  conveniently  on  the 
worktable  and  clamp  two  aligning  stops  in  place. 
These  stops  will  not  be  moved  until  the  entire  job 
is  completed. 

2.  Set  the  circular  plate  on  the  copyholder  so 
that  the  plate  can  be  rotated  by  hand.  Check  to 
ensure  that  the  indexing  pawl  engages  the  notch 
on  the  rim  so  the  plate  will  be  steady  while  you 
trace  each  character. 

3 .  Set  the  machine  for  the  required  reduction 
and  speed,  and  adjust  the  worktable  so  the  spindle 
is  in  position  over  the  workpiece. 

4.  Clamp  the  first  workpiece  in  place  on  the 
worktable.  (The  aligning  stops,  step  1,  ensure 
accurate  positioning.) 

5.  Rotate  the  circular  plate  until  the  letter  A 
is  under  the  tracing  stylus  and  the  index  pawl  is 
engaged  in  the  notch. 

6.  Engrave  the  first  piece  with  the  letter  A. 
Check  the  operation  for  required  adjustments  of 
the  machine. 

7.  After  you  have  finished  the  first  piece, 
remove  it  from  the  machine.  Do  not  change  the 
alignment  of  the  aligning  stops  (step  1),  the 
worktable,  or  the  copyholder.  Place  the  second 
workpiece  in  the  machine.  Index  the  circular  plate 
to  the  next  letter  and  proceed  as  previously 
described. 

8.  Continue  loading  the  workpieces,  indexing 
the  plate  to  the  next  character,  engraving,  and 
removing  the  work,  until  you  have  finished  the 
job. 


ENGRAVING  A  GRADUATED 
COLLAR 

To  engrave  a  graduated  collar,  as  shown  in 
figure  12-31,  use  a  forming  guide  and  indexing 
attachment.  You  can  also  use  the  circular  copy 
plate  to  speed  up  the  numbering  process.  After 
you  have  engraved  each  graduation,  index  the 
work  to  the  next  division  until  you  have  finished 
the  graduating.  When  you  engrave  numbers  with 
more  than  one  digit,  offset  the  work  angularly  by 
rotating  the  work  so  the  numbers  are  centered  on 
the  required  graduation  marks. 


Gorton  Pantographs  made  by  FAMCO  Machine  since  1988 

28.247X 
Figure  12-32.— A  rotary  table. 


ENGRAVING  A  DIAL  FACE 

Use  a  rotary  table  and  a  circular  copy  plate 
to  engrave  a  dial  face,  such  as  the  one  shown  in 


12-29 


figure  12-33.  Note  that  the  figures  on  the  right 
side  of  the  dial  are  oriented  differently  from 
those  on  the  left  side;  this  illustrates  the  usual 
method  of  positioning  characters  on  dials.  The 
graduations  are  radially  extended  from  the  center 
of  the  face.  The  graduations  also  divide  the  dial 
into  eight  equal  divisions. 

To  set  up  and  engrave  a  dial  face,  proceed  as 
follows: 

1 .  Set  the  reduction  required.  The  size  of  the 
copy  on  the  circular  copy  plate  and  the  desired 
size  of  numerals  on  the  work  are  the  basis  for 
computing  the  reduction. 

2.  Set  the  copy  plate  on  the  copyholder, 
ensuring  that  it  is  free  to  rotate  when  the  ratchet 
is  disengaged. 

3 .  Mount  a  rotary  table  on  the  worktable  of 
the  engraver.  Position  the  dial  blank  on  the  rotary 
table  so  the  center  of  the  dial  coincides  with  the 
center  of  the  rotary  table.  Clamp  the  dial  blank 
to  the  rotary  table. 

4.  Place  the  tracing  stylus  in  the  center  of  the 
circular  copy  plate  and  adjust  the  worktable  so 
the  center  of  the  dial  is  directly  under  the  point 
of  the  cutter. 


Figure  12-33.— A  dial  face. 


5.  Rotate  the  copy  plate  until  the  copy 
character  for  making  graduation  marks  is  aligned 
with  the  center  of  the  copy  plate  and  the  center 
of  the  work.  Set  the  stylus  in  this  mark.  Now,  by 
feeding  the  worktable  straight  in  toward  the  back 
of  the  engraver,  adjust  the  table  so  the  cutter  will 
cut  the  graduation  to  the  desired  length. 

6.  Start  the  machine  and  adjust  the  engraver 
worktable  vertically  for  the  proper  depth  of  cut. 
Then  clamp  the  table  to  prevent  misalignment  of 
the  work.  Any  further  movement  of  the  work  will 
be  made  by  the  rotary  table  feed  mechanism. 

7.  Engrave  the  first  graduation  mark. 

8.  Using  the  rotary  table  feed  wheel,  rotate 
the  dial  to  the  proper  position  for  the  next 
graduation.  As  there  are  eight  graduations,  rotate 
the  table  45  °;  engrave  this  mark  and  continue  until 
the  circle  is  graduated.  You  will  now  be  back  to 
the  starting  point. 

NOTE:  Do  not  move  the  circular  copy  plate 
during  the  graduating  process. 

9.  To  engrave  numbers  positioned  as  shown 
on  the  right  side  of  the  dial  in  figure  12-33,  move 
the  worktable  so  the  cutter  is  in  position  for 
engraving  the  numbers.  Rotate  the  circular  copy 
plate  to  the  numeral  1  and  engrave  it.  Rotate  the 
rotary  table  45  °  and  the  circular  copy  plate  to  2, 
and  engrave.  Continue  this  process  until  you  have 
engraved  all  the  numbers.  If  two  (or  more)  digit 
numbers  are  required,  offset  the  dial  as  previously 
described. 

10.  To  engrave  the  numbers  shown  on  the  left 
side  of  the  dial  in  figure  12-33,  rotate  the  copy 
plate  to  the  required  number  and  then,  using  the 
cross  feed  and  longitudinal  feed  of  the  engraver 
table,  position  the  cutter  over  the  work  at  the 
point  where  the  number  is  required.  This  method 
requires  that  the  worktable  be  repositioned  for 
each  individual  number.  As  previously  stated, 
movement  of  the  engraver  worktable  in  two 
directions  results  in  angular  misalignment  of  the 
character  with  the  radius  of  the  face;  in  this 
example,  angular  misalignment  is  required. 


PRECISION  GRINDING  MACHINES 


Modern  grinding  machines  are  versatile  and 
are  used  to  perform  work  of  extreme  accuracy. 
These  machines  are  used  primarily  for  finishing 
surfaces  that  have  been  machined  in  other 
machine  tool  operations.  Surface  grinders, 
cylindrical  grinders,  and  tool  and  cutter  grinders, 
installed  in  most  repair  ships,  can  perform 
practically  all  of  the  grinding  operations  required 
in  Navy  repair  work. 

A  Machinery  Repairman  must  demonstrate  an 
ability  to:  (1)  mount,  dress,  and  true  grind 
machine  wheels;  (2)  perform  precision  grinding 
operations  using  a  magnetic  chuck;  (3)  grind  cutter 
tool  bits  on  a  surface  grinder  for  Acme  and  square 
threading;  and  (4)  set  up  and  grind  milling  cutters 
using  a  tool  and  cutter  grinder. 

To  perform  these  jobs,  you  must  have  a 
knowledge  of  the  construction  and  principles  of 
operation  of  commonly  used  grinding  machines. 

You  gain  proficiency  in  grinding  through 
practical  experience.  Therefore,  you  should  take 
every  available  opportunity  to  watch  or  perform 
grinding  operations  from  setup  to  completion. 

There  are  several  classes  of  each  type  of 
grinder.  The  SURFACE  grinder  may  have  either 
a  rotary  or  a  reciprocating  table,  and  either  a 
horizontal  or  vertical  spindle.  Cylindrical  grinders 
may  be  classified  as  plain,  centerless,  or  internal 
grinders.  The  tool  and  cutter  grinder  is  basically 
a  cylindrical  grinder.  Grinders  generally  found  in 
the  shipboard  machine  shop  are  the  reciprocating 
table,  horizontal  spindle  (planer  type),  surface 
grinder;  the  plain  cylindrical  grinder;  the  tool  and 
cutter  grinder;  and  sometimes  a  universal  grinder. 
The  universal  grinder  is  similar  to  a  tool  and 
cutter  grinder  except  that  it  is  designed  for  heavier 
work  and  usually  has  a  power  feed  system  and 
a  coolant  system. 

Before  operating  a  grinding  machine,  you 
must  understand  the  underlying  principles  of 
grinding  and  the  purpose  and  operation  of  the 
various  controls  and  parts  of  the  machine.  You 
must  also  know  how  to  set  up  the  work  in  the 
machine.  The  setup  procedures  will  vary  with  the 


different  models  and  types  of  machines. 
Therefore,  you  must  study  the  manufacturer's 
technical  manual  to  learn  specific  procedures  for 
using  a  particular  model  of  machine. 


SPEEDS,  FEEDS,  AND  COOLANTS 

As  with  other  machine  tools,  the  selection  of 
the  proper  speed,  feed,  and  depth  of  cut  is  an 
important  factor  in  successful  grinding.  Also,  the 
use  of  coolants  may  be  necessary  for  some 
operations.  The  definitions  of  the  terms  speed, 
feed,  and  depth  of  cut,  as  applied  to  grinding,  are 
basically  the  same  as  for  other  machining 
operations. 

INFEED  is  the  depth  of  cut  that  the  wheel 
takes  in  each  pass  across  the  work.  TRAVERSE 
(longitudinal  or  cross)  is  the  rate  that  the  work 
is  moved  across  the  working  face  of  the  grinding 
wheel.  WHEEL  SPEED,  unless  otherwise 
defined,  means  the  surface  speed  in  fpm  of  the 
grinding  wheel. 

WHEEL  SPEEDS 

Grinding  wheel  speeds  commonly  used  in 
precision  grinding  vary  from  5,500  to  9,500  fpm. 
You  can  change  wheel  speed  by  changing  the 
spindle  speed  or  by  using  a  larger  or  smaller  wheel. 
To  find  the  wheel  speed  in  fpm,  multiply  the 
spindle  speed  (rpm)  by  the  wheel  circumference 
(inches)  and  divide  the  product  by  12. 

fpm  -  (cir-  *2rpm) 


fpm  = 


rpm 


The  maximum  speed  listed  on  grinding  wheels 
is  not  necessarily  the  speed  at  which  the  wheel  will 
cut  best.  The  maximum  speed  is  based  on  the 


13-1 


strength  of  the  wheel  and  provides  a  margin  of 
safety.  Usually,  the  wheel  will  have  better  cutting 
action  at  a  lower  speed  than  that  listed  by  the 
manufacturer  as  a  maximum  speed. 

One  method  of  determining  the  proper  wheel 
speed  is  to  set  the  wheel  speed  between  the 
minimum  and  maximum  speeds  recommended  by 
the  wheel's  manufacturer.  Take  a  trial  cut.  If  the 
wheel  acts  too  soft  (wears  away  too  fast),  increase 
the  speed.  If  the  wheel  acts  too  hard  (slides  over 
the  work  or  overheats  the  work),  decrease  the 
speed. 

TRAVERSE  (WORK  SPEED) 

During  the  surface  grinding  process,  the  work 
moves  in  two  directions.  As  a  flat  workpiece  is 
being  ground  (fig.  13-1),  it  moves  under  the 
grinding  wheel  from  left  to  right  (longitudinal 
traverse).  The  speed  at  which  the  work  moves 
longitudinally  is  called  work  speed.  The  work  also 
moves  gradually  from  front  to  rear  (cross 
traverse),  but  this  movement  occurs  at  the  end  of 
each  stroke  and  does  not  affect  the  work  speed. 
The  method  for  setting  cross  traverse  is  discussed 
later  in  this  chapter. 

A  cylindrical  workpiece  is  ground  in  a  manner 
similar  to  the  finishing  process  used  on  a  lathe 
(fig.  13-2).  As  the  surface  of  the  cylinder  rotates 
under  the  grinding  wheel  (longitudinal  traverse) 
the  work  moves  from  left  to  right  (cross  traverse). 

To  select  the  proper  work  speed,  take  a  cut 
with  the  work  speed  set  at  50  feet  per  minute.  If 
the  wheel  acts  too  soft,  decrease  the  work  speed. 
If  the  wheel  acts  too  hard,  increase  the  work 
speed. 

Wheel  speed  and  work  speed  are  closely 
related.  Usually  by  adjusting  one  or  both,  you  can 
obtain  the  most  suitable  combination  for  efficient 
grinding. 


GRINDING 


wo 

1ST.  PASS 

v  i   y 

2ND.  PASS 

U 

3RD  PASS 

4RO  PASS 

M-  ~  mm  1 

>  k 


CROSS 
TRAVERSE 


DEPTH  OF  CUT 

The  depth  of  cut  depends  on  such  factors  as 
the  material  of  which  the  work  is  made,  heat  treat- 
ment, wheel  and  work  speed,  and  condition  of 
the  machine.  Roughing  cuts  should  be  as  heavy 
as  the  machine  can  take;  finishing  cuts  are  usually 
0.0005  inch  or  less.  For  rough  grinding,  you  might 
use  a  0.003-inch  depth  of  cut  and  then,  after  a 
trial  cut,  adjust  the  machine  until  you  obtain  the 
best  cutting  action. 

COOLANTS 

The  cutting  fluids  used  in  grinding  operations 
are  the  same  fluids  used  in  other  machine  tool 
operations.  They  are  water,  water  and  soluble  oil, 
water  solutions  of  soda  compounds,  mineral  oils, 
paste  compounds,  and  synthetic  compounds. 
They  also  serve  the  same  purposes  as  in  other 
machine  tool  operations  plus  some  additional 
purposes.  As  in  most  machining  operations,  the 
coolant  helps  to  maintain  a  uniform  temperature 
between  the  tool  and  the  work,  thus  preventing 
extreme  localized  heating.  In  grinding  work, 
excessive  heat  will  damage  the  edges  of  cutters, 
cause  warpage,  or  possibly  cause  inaccurate 
measurements. 

In  other  machine  tool  operations,  the  chips 
will  fall  aside  and  present  no  great  problem;  this 
is  not  true  in  grinding  work.  If  no  means  is 
provided  for  removing  grinding  chips,  they  can 
become  embedded  in  the  face  of  the  wheel.  This 
embedding,  or  loading,  will  cause  unsatisfactory 
grinding. and  you  will  need  to  dress  the  wheel 


LATERAL 
TRAVERSE 


LONGITUDINAL  TRAVERSE 


^  CROSS  TRAVERSE       ^ 


Figure  13-1.— Surface  grinding  a  flat  workpiece. 


Figure  13-2. — Surface  grinding  a  cylindrical  workpiece. 


cutting  fluid  are  to  reduce  friction  between  the 
wheel  and  the  work  and  to  help  produce  a  good 
finish. 

In  most  other  machining  operations,  the 
primary  property  of  a  cutting  fluid  is  its 
lubricating  ability.  In  grinding,  however,  the 
primary  property  is  the  cooling  ability,  with  the 
lubricating  ability  second  in  importance.  For  this 
reason,  water  is  the  best  possible  grinding  coolant, 
but  if  used  alone,  it  will  rust  the  machine  parts 
and  the  work.  Generally,  when  you  use  water,  you 
must  add  a  rust  inhibitor.  The  rust  inhibitor  has 
very  little  effect  on  the  cooling  properties  of  the 
water. 

A  water  and  soluble  oil  mixture  gives  very 
satisfactory  cooling  results  and  also  improves  the 
lubricating  properties  of  the  cutting  fluid.  The 
addition  of  the  soluble  oil  to  water  will  alter  the 
grinding  effect  to  a  certain  extent.  Soluble  oil 
decreases  the  tendency  of  the  machine  and  the 
work  to  rust,  thereby  eliminating  the  need  for  a 
rust  inhibitor.  When  you  prepare  a  mixture  of 
soluble  oil  and  water  as  a  grinding  coolant,  use 
a  ratio  of  three  parts  of  water  to  one  part  of  oil. 
This  mixture  will  generally  be  satisfactory. 

The  paste  compounds  are  made  of  soaps  of 
either  soda  or  potash,  mixed  with  a  light  mineral 
oil  and  water  to  form  an  emulsion.  As  a  coolant, 
these  solutions  are  satisfactory.  However,  they 
have  a  tendency  to  retain  the  grinding  chips 
and  abrasive  particles,  which  may  cause  un- 
satisfactory finishes  on  the  work. 

Mineral  oils  are  used  primarily  for  work  where 
tolerances  are  extremely  small  or  in  such  work  as 
thread  grinding,  gear  grinding,  and  crush  form 
grinding.  The  mineral  oils  do  not  have  as  great 
a  cooling  capacity  as  water.  However,  the  wheel 
face  will  not  load  as  readily  with  mineral  oils  as 
with  most  of  the  other  coolants.  Therefore,  using 
mineral  oil  allows  you  to  select  a  finer  grit  wheel 
and  requires  fewer  wheel  dressings. 

When  you  select  a  cutting  fluid  for  a  grinding 
operation,  consider  the  following  characteristics: 

9  It  should  have  a  high  cooling  capacity  to 
reduce  cutting  temperature. 


work 


It  should  prevent  chips  from  sticking  to  the 


personnel. 

•  It  should  not  cause  rust  or  corrosion. 

•  It  should  have  a  low  viscosity  to  permit 
gravity  separation  of  impurities  and  chips  as  it  is 
circulated  in  the  cooling  system. 

•  It  should  not  oxidize  or  form  gummy 
deposits  which  will  clog  the  circulating  system. 

•  It  should  be  transparent,  allowing  a  clear 
view  of  the  work. 

•  It  should  be  safe,  particularly  in  regard  to 
fire  and  accident  hazards. 

•  It  should  not  cause  skin  irritation. 

The  principles  discussed  above  are  basic  to 
precision  grinding  machines.  You  should  keep 
these  principles  in  mind  as  you  study  about  the 
machines  in  the  remainder  of  this  chapter. 


SURFACE  GRINDER 

Most  of  the  features  of  the  surface  grinder 
shown  in  figure  13-3  are  common  to  all  planer 


IDOWN-FEED  HANDWHEELl 


•  It  should  be  suitable  for  a  variety  of 
machine  operations  on  different  materials, 
reducing  the  number  of  cutting  fluids  needed  in 
the  shop. 


28.249X 
Figure  13-3. — Surface  grinder  (planer  type). 


13-3 


*V  r          Wl*!.  J.UVV     £}*•  XA.1XIVA.        •       A.      AS*     ISfcbOJ.  frf 

this  machine  are  a  base,  a  cross  traverse  table,  a 
sliding  worktable,  and  a  wheelhead.  Various 
controls  and  handwheels  are  used  for  controlling 
the  movement  of  the  machine  during  the  grinding 
operation. 

The  base  is  heavy  casting  which  houses  the 
wheelhead  motor,  the  hydraulic  power  feed  unit, 
and  the  coolant  system.  Ways  on  top  of  the  base 
are  for  mounting  the  cross  traverse  table;  vertical 
ways  on  the  back  of  the  base  are  for  mounting 
the  wheelhead  unit. 

The  hydraulic  power  unit  includes  a  motor, 
a  pump,  and  piping  to  provide  hydraulic  pressure 
to  the  power  feed  mechanisms  on  the  cross 
traverse  and  sliding  tables.  The  smooth,  direct 
power  provided  by  the  hydraulic  unit  is  very 
advantageous  in  grinding.  The  piping  from  this 
unit  is  usually  connected  to  power  cylinders  under 
the  traverse  table.  When  the  machine  is  operating 
automatically,  control  valves  divert  pressurized 
hydraulic  fluid  to  the  proper  cylinder,  causing  the 
table  to  move  in  the  desired  direction.  Suitable 
bypass  and  control  valves  in  the  hydraulic  system 
let  you  stop  the  traverse  table  in  any  position  and 
regulate  the  speed  of  movement  of  the  table  within 
limits.  These  valves  provide  a  constant  pressure 
in  the  hydraulic  system,  allowing  you  to  stop  the 
feed  without  securing  the  system. 

CROSS  TRAVERSE  TABLE 

The  ways  on  which  the  cross  traverse  table  are 
mounted  are  parallel  to  the  spindle  of  the 
wheelhead  unit.  This  allows  the  entire  width  of 
the  workpiece  to  be  traversed  under  the  grinding 
wheel. 

Power  feed  is  provided  by  a  piston  in  a  power 
cylinder  fastened  to  the  cross  traverse  table. 
Manual  feed  (by  means  of  a  handwheel  attached 
to  a  feed  screw)  is  also  available.  The  amount  of 
cross  traverse  feed  per  stroke  of  the  reciprocating 
sliding  table  is  determined  by  the  thickness  (width) 
of  the  grinding  wheel.  During  roughing  cuts,  the 
work  should  traverse  slightly  less  than  the 
thickness  of  the  wheel  each  time  it  passes  under 
the  wheel.  For  finish  cuts,  decrease  the  rate  until 
you  obtain  the  desired  finish.  When  the  power 
feed  mechanism  is  engaged,  the  cross  traverse 
table  feeds  only  at  each  end  of  the  stroke  of  the 
sliding  table  (discussed  below);  the  grinding  wheel 
clears  the  ends  of  the  workpiece  before  crossfeed 
is  made,  thereby  decreasing  side  thrust  on  the 
grinding  wheel  and  preventing  a  poor  surface 
finish  on  the  ends  of  the  workpiece. 


grinding  machines  in  shipboard  machine  shops  is 
usually  12  inches  or  less.  It  is  not  necessary  to 
traverse  the  full  limit  for  each  job.  To  limit  the 
cross  traverse  to  the  width  of  the  work  being 
ground,  use  the  adjustable  cross  traverse  stop  dogs 
which  actuate  the  power  cross  traverse  control 
valves. 

SLIDING  TABLE 

The  sliding  table  is  mounted  on  ways  on  the 
top  of  the  cross  traverse  table.  Recall  that  the 
sliding  table  moves  from  left  to  right,  carrying  the 
workpiece  under  the  grinding  wheel. 

The  top  of  the  sliding  table  has  T-slots 
machined  in  it  so  work  or  workholding  devices 
(such  as  magnetic  chucks  or  vises)  can  be  clamped 
onto  the  table.  The  sliding  table  may  be  traversed 
manually  or  by  power. 

The  power  feed  of  the  table  is  similar  to  that 
of  the  cross  traverse  table.  During  manual 
traverse,  a  pinion  turned  by  a  handwheel  engages 
a  rack  attached  to  the  bottom  of  the  sliding  table. 

During  manual  operation  of  the  sliding  table, 
table  stop  dogs  limit  the  length  of  stroke.  When 
power  feed  is  used,  table  reverse  dogs  reverse  the 
direction  of  movement  of  the  table  at  each  end 
of  the  stroke.  The  reverse  dogs  actuate  the 
control  valve  to  shift  the  hydraulic  feed  pressure 
from  one  end  of  the  power  cylinder  to  the  other. 

The  rate  of  speed  of  the  sliding  table,  given 
in  feet  per  minute  (fpm),  can  usually  be  adjusted 
within  a  wide  range  to  give  the  most  suitable  speed 
for  grinding. 

WHEELHEAD 

The  wheelhead  carries  the  motor-driven 
grinding  wheel  spindle.  You  can  adjust  the 
wheelhead  vertically  to  feed  the  grinding  wheel 
into  the  work  by  turning  a  lead  screw  type  of 
mechanism  similar  to  that  used  on  the  cross 
traverse  table.  A  graduated  collar  on  the  hand- 
wheel  lets  you  keep  track  of  the  depth  of  cut. 

The  wheelhead  movement  is  not  usually  power 
fed  because  the  depth  of  cut  is  quite  small  and 
any  large  movement  is  needed  only  in  setting  up 
the  machine.  The  adjusting  mechanism  is  quite 
sensitive;  the  depth  of  cut  can  be  adjusted  in 
amounts  as  small  as  0.0001  inch. 

WORKHOLDING  DEVICES 

Since  surface  grinding  is  usually  done  on  flat 
workpieces,  most  surface  grinders  have  magnetic 


13-4 


chucks.  These  chucks  are  simple  to  use;  the  work 
can  be  mounted  directly  on  the  chuck  or  on  angle 
plates,  parallels,  or  other  devices  mounted  on  the 
chuck.  Nonmagnetic  materials  cannot  be  held  in 
the  magnetic  chuck  unless  special  setups  are  used. 
The  universal  vise  is  usually  used  when 
complex  angles  must  be  ground  on  a  workpiece. 
The  vise  may  be  mounted  directly  on  the 
worktable  of  the  grinder  or  on  the  magnetic 
chuck. 

Magnetic  Chucks 

The  top  of  a  magnetic  chuck  (see  fig.  13-4) 
is  a  series  of  magnetic  poles  separated  by  non- 
magnetic materials.  The  magnetism  of  the  chuck 
may  be  induced  by  permanent  magnets  or  by 
electricity.  In  a  permanent  type  magnetic  chuck, 
the  chuck  control  lever  positions  a  series  of  small 
magnets  inside  the  chuck  to  hold  the  work.  In  an 
electromagnetic  chuck,  electric  current  induces 


magnetism  in  the  chuck;  the  control  lever  is  an 
electric  switch.  For  either  chuck,  work  will  not 
remain  in  place  unless  it  contacts  at  least  two  poles 
of  the  chuck. 

Work  held  in  a  magnetic  chuck  may  become 
magnetized  during  the  grinding  operation.  This 
is  not  usually  desirable  and  the  work  should  be 
demagnetized.  Most  modern  magnetic  chucks  are 
equipped  with  demagnetizers. 

A  magnetic  chuck  will  become  worn  and 
scratched  after  repeated  use  and  will  not  produce 
the  accurate  results  normally  required  of  a 
grinder.  You  can  remove  small  burrs  by  hand 
stoning  with  a  fine  grade  oilstone.  But  you  must 
regrind  the  chuck  to  remove  deep  scratches  and 
low  spots  caused  by  wear.  If  you  remove  the 
chuck  from  the  grinder,  be  sure  to  regrind  the 
chuck  table  when  you  replace  the  chuck  to  ensure 
that  the  table  is  parallel  with  the  grinder  table. 
To  grind  the  table,  use  a  soft  grade  wheel  with 
a  grit  size  of  about  46.  Feed  the  chuck  slowly  with 


Figure  13-4. — Magnetic  chuck  used  for  holding  a  tool  grinding  jig. 

13-5 


a  depth  of  cut  that  does  not  exceed  0.002  inch. 
Use  ample  coolant  to  help  reduce  heat  and  flush 
away  the  grinding  chips. 

Universal  Vise 

The  universal  vise  (fig.  13-5)  can  be  used  for 
setting  up  work,  such  as  lathe  tools,  so  the 
surface  to  be  ground  can  be  positioned  at  any 
angle.  The  swivels  can  be  rotated  through  360°. 
The  base  swivel  (A  of  fig.  13-5)  can  be  rotated 
in  a  horizontal  plane;  the  intermediate  swivel  (B 
of  fig.  13-5)  can  be  rotated  in  a  vertical  plane;  the 
vise  swivel  (C  of  fig.  13-5)  can  be  rotated  in  either 
a  vertical  or  a  horizontal  plane  depending  on  the 
position  of  the  intermediate  swivel. 

USING  THE  SURFACE  GRINDER 

To  grind  a  hardened  steel  spacer  similar  to  the 
one  mounted  on  the  magnetic  chuck  in  figure 
13-6,  proceed  as  follows: 

1 .  Place  the  workpiece  on  the  magnetic  chuck. 
Move  the  chuck  lever  to  the  position  that  energizes 
the  magnetic  field. 


28.251 

Figure  13-5. — Universal  vise  (mounted  on  a  tool  and  cutter 
grinder).  (A)  Base  swivel;  (B)  Intermediate  swivel;  (C) 
Vise  swivel. 


Figure  13-6. — Grinding  a  spacer  on  a  surface  grinder. 


2.  Select  and  mount  an  appropriate  grinding 
wheel.  This  job  requires  a  straight  type  wheel  with 
a  designation  similar  to  A60F12V. 

3 .  Set  the  table  stop  dogs  so  the  sliding  table 
will  move  the  work  clear  of  the  wheel  at  each  end 
of  the  stroke.  If  you  will  be  using  power  traverse, 
set  the  table  reverse  dogs. 

4.  Set  the  longitudinal  traverse  speed  of  the 
worktable.  For  rough  grinding  hardened  steel,  use 
a  speed  of  about  25  fpm;  for  finishing,  use  40 
fpm. 

5.  Set  the  cross  traverse  mechanism  so  the 
table  moves  under  the  wheel  a  distance  slightly 
less  than  the  width  of  the  wheel  after  each  pass. 
(Refer  to  the  manufacturer's  technical  manual  for 
specific  procedures  for  steps  4  and  5.) 

6.  Start  the  spindle  motor;  let  the  machine  run 
for  a  few  minutes  and  then  dress  the  wheel. 

7.  Feed  the  moving  wheel  down  until  it  just 
touches  the  work  surface;  then  move  the  work 
clear  of  the  wheel,  using  the  manual  cross  traverse 
handwheel.  Set  the  graduated  feed  collar  on  zero 
to  keep  track  of  how  much  you  feed  the  wheel 
into  the  work. 

8.  Feed  the  wheel  down  about  0.002  inch  and 
engage  the  longitudinal  power  traverse.  Using  the 
cross  traverse  handwheel,  bring  the  grinding  wheel 
into  contact  with  the  edge  of  the  workpiece. 

9.  Engage  the  power  cross  traverse  and  let  the 
wheel  grind  across  the  surface  of  the  workpiece. 
Carefully  note  the  cutting  action  to  determine  if 
you  need  to  adjust  the  wheel  speed  or  the  work 

sneed . 


10.  Stop  the  longitudinal  and  cross  traverses 
and  check  the  workpiece. 

Figure  13-5  shows  a  universal  vise  being  used 
on  a  tool  and  cutter  grinder  in  grinding  a  lathe 
tool  bit.  For  this  job,  the  base  swivel  (A)  is  set 
to  the  required  side  cutting  edge  angle,  the 
intermediate  swivel  (B)  is  set  to  the  side  clearance 
angle,  and  the  vise  swivel  (C)  is  set  so  the  vise  jaws 
are  parallel  to  the  table.  A  cup  type  wheel  is  then 
used  to  grind  the  side  of  the  tool.  The  universal 
vise  is  reset  to  cut  the  end  and  top  of  the  tool  after 
the  side  is  ground. 

The  universal  vise  can  be  used  on  a  surface 
grinder  for  very  accurate  grinding  of  lathe 
cutting  tools  such  as  threading  tools.  For  example, 
to  grind  an  Acme  threading  tool,  set  the  vise 
swivel  at  14  1/2°  from  parallel  to  the  table.  Set 
the  intermediate  swivel  to  the  clearance  angle.  Set 
the  base  swivel  so  the  tool  blank  (held  in  the  vise 
jaws)  is  parallel  to  the  spindle  of  the  grinder. 
Remember  to  leave  the  tool  blank  extending  far 
enough  out  of  the  end  of  the  vise  jaws  to  prevent 
the  grinding  wheel  from  hitting  the  vise.  After 
grinding  one  side  of  the  tool  bit,  turn  it  one-half 
turn  in  the  vise  and  set  the  intermediate  swivel  to 
an  equal  but  opposite  angle  to  the  angle  set  for 


the  first  side.  This  setting  will  result  in  a  clearance 
equal  to  the  clearance  of  the  first  side. 

Another  method  for  grinding  single  point  tools 
is  to  hold  the  tool  in  a  special  jig  as  illustrated 
in  figure  13-4.  The  jig  surfaces  are  cut  at  the  angles 
necessary  to  hold  the  tool  so  the  angles  of  the  tool 
bit  are  formed  properly. 

When  you  use  either  method  for  grinding  tool 
bits,  check  the  tool  bit  occasionally  with  an 
appropriate  gauge  until  you  have  obtained  the 
correct  dimensions.  To  save  time,  rough  grind  the 
tool  bit  to  approximate  size  on  a  bench  grinder 
before  you  set  the  tool  bit  in  the  jig. 


CYLINDRICAL  GRINDER 

The  cylindrical  grinder  is  used  for  grinding 
work  such  as  round  shafts.  Although  many  of  the 
construction  features  of  the  cylindrical  grinder  are 
similar  to  those  of  the  surface  grinder,  there  is 
a  considerable  difference  in  the  functions  of  the 
components.  Cylindrical  grinders  have  no  cross 
traverse  table.  An  additional  piece  of  equipment 
(the  workhead)  is  mounted  on  the  sliding  table, 
and  the  wheelhead  spindle  is  parallel  to  the  sliding 
table.  See  figure  13-7. 


IWORKHEADl 


[WHEELHEADI 


JFOOTSTOGKl 


TAPER  TABLE 
ADJUSTING  DEVICE 


28.252 


Figure  13-7. — Cylindrical  grinder  (with  workhead  and  footstock  mounted). 


As  in  the  surface  grinder,  the  base  of  this 
machine  contains  a  hydraulic  power  unit  and  a 
coolant  system.  Longitudinal  ways  support  the 
sliding  table.  Horizontal  ways  (at  right  angles  to 
the  longitudinal  ways)  permit  the  wheelhead  to 
move  toward  or  away  from  the  workpiece.  This 
horizontal  movement  is  used  for  feeding  the 
grinding  wheel  into  the  work  for  a  depth  of  cut. 

SLIDING  TABLE 

The  sliding  table  of  the  cylindrical  grinder  is 
mounted  directly  on  the  longitudinal  ways.  This 
table  moves  back  and  forth  to  traverse  the  work 
longitudinally  along  the  width  of  the  grinding 
wheel. 

An  adjustable  taper  table,  located  on  top  of 
the  sliding  table,  is  used  for  grinding  long  (small 
angle)  tapers  on  the  workpiece.  The  taper  table 
is  adjusted  like  the  taper  attachment  on  a  lathe. 
Workholding  devices  are  clamped  on  top  of  the 
taper  table. 

The  motor-driven  workhead  is  mounted  on  the 
taper  table.  This  component  holds  and  rotates  the 
work  during  the  grinding  cut.  Variable  speed  drive 
motors  or  step  pulleys  are  provided  for  changing 
the  rate  of  rotating  speed  for  the  workpiece  to 
meet  the  requirements  of  the  job. 

A  chuck,  a  center,  or  a  faceplate  can  be  used 
to  mount  work  on  the  workhead.  Center  rests  and 
steady  rests  are  also  used  in  conjunction  with 
the  workhead  for  mounting  long  workpieces  for 
cylindrical  grinding. 

On  most  cylindrical  grinders  used  by  the  Navy, 
the  workhead  is  mounted  on  a  swivel  base  to 
provide  a  way  to  set  the  work  for  grinding 
relatively  large  taper  angles. 

WHEELHEAD 

The  wheelhead  of  a  cylindrical  grinder  moves 
on  the  horizontal  ways  (platen).  Since  cylindrical 
grinding  is  done  with  the  axis  of  the  spindle  level 
with  the  center  of  the  work,  no  vertical  movement 
of  the  wheelhead  is  necessary.  Some  wheelheads 
are  mounted  on  swivel  bases  to  provide  versatility 
in  taper  and  angle  grinding  setups. 

USING  THE  CYLINDRICAL  GRINDER 

The  methods  used  for  setting  up  stock  in  a 
cylindrical  grinder  are  similar  to  the  methods  used 
for  lathe  setups.  Work  to  be  ground  between 
centers  is  usually  machined  to  approximate  size 
between  centers  on  a  lathe.  The  same  center  holes 


are  then  used  for  the  grinding  setup.  Center  rests 
or  steady  rests  (as  applicable)  are  used  to  support 
long  work  or  overhanging  ends.  Short  workpieces 
can  be  held  in  chucks.  For  internal  grinding  (on 
machines  that  have  an  internal  grinding  spindle), 
the  work  is  held  in  a  chuck;  steady  rests  are  used, 
if  necessary,  for  support. 

To  set  up  a  workpiece  for  grinding  between 
centers  proceed  as  follows: 

1 .  Ensure  that  the  centers  in  the  workhead 
and  the  footstock  and  the  center  holes  in  the 
workpiece  are  in  good  condition. 

2.  Clamp  a  driving  dog  onto  the  workpiece. 

3.  Position  the  workhead  and  footstock  and 
set  the  traverse  stop  dogs  so  that  when  the 
workpiece  is  in  place,  the  table  will  traverse 
(longitudinally)  the  proper  distance  to  grind  the 
surface. 

4.  Ensure  that  the  workhead  swivel,  the 
taper  table  attachment,  and  the  wheelhead  swivel 
are  set  properly  for  straight  cylindrical  grinding 
(or  for  the  taper  or  angle  required  if  you  plan  to 
grind  an  angle  or  a  taper.) 

5.  Adjust  the  workhead  speed  mechanism  to 
get  the  proper  rotational  speed.  A  slow  speed  is 
usually  used  for  roughing,  while  a  high  speed  is 
used  for  finishing. 

6.  Set  the  longitudinal  traverse  speed  so  the 
work  advances  from  2/3  to  3/4  the  thickness  of 
the  wheel  during  each  revolution  of  the  workpiece. 
Fast  traverse  feed  is  used  for  roughing  and  a  slow 
feed  is  used  for  finishing. 

7.  Set  the  workpiece  in  place  and  clamp  the 
footstock  spindle  after  ensuring  that  both  centers 
are  seated  properly  and  that  the  driving  dog  is  not 
binding. 

8.  Select  and  mount  the  grinding  wheel. 

9.  Start  the  spindle  motor,  hydraulic  power 
pump,  and  coolant  pump.  After  the  machine  has 
run  for  a  few  minutes,  start  the  coolant  flow  and 
dress  the  wheel. 

10.  Using  the  cross  traverse  mechanism,  bring 
the  wheel  up  to  the  workpiece  and  traverse  the 
table  longitudinally  by  hand  to  see  that  the  wheel 
will  travel  through  the  cycle  without  hitting  any 
projections.  (About  one-half  of  the  wheel  width 
should  remain  on  the  work  at  each  end  of  the 
longitudinal  traverse  stroke.)  Clamp  the  table  dogs 
in  the  correct  positions  to  limit  longitudinal 
traverse. 

1 1 .  Start  the  workhead  motor  and  feed  the 
grinding  wheel  in  sufficiently  to  make  a  cleanup 
cut  (a  light  cut  the  entire  length  of  the  surface  to 
be  ground). 


workhead  motor  and  wheelhead  rotation,  and 
check  the  workpiece  for  taper.  Make  any  changes 
required.  (If  you  are  using  the  taper  table  attach- 
ment and  an  adjustment  is  necessary  at  this  point, 
dress  the  wheel  again). 

We  have  not  provided  specific  information  on 
how  to  set  the  various  controls  and  speeds  because 
there  is  a  variation  for  each  machine.  Check  the 
manufacturer's  technical  manual  for  your 
machine  for  this  information. 


TOOL  AND  CUTTER  GRINDER 

The  tool  and  cutter  grinder  (fig.  3-8)  has  a 
combination  of  the  features  of  the  plain 
cylindrical  grinder  and  the  planer  type  surface 
grinder.  A  tool  and  cutter  grinder  is  used  primarily 
for  grinding  multi-edged  cutting  tools  such  as 
milling  cutters,  reamers,  and  taps.  The  worktable 
has  the  same  basic  construction  features  as  the 
surface  grinder,  but  a  taper  table  is  mounted  on 
the  sliding  table  so  you  can  grind  tools  that  have 
small  tapers  such  as  tapered  reamers. 

WHEELHEAD 

The  wheelhead  is  adjustable  in  two  directions. 
It  can  be  moved  vertically  on  its  support  column 


grinding  wheel,  simply  rotate  the  wheelhead 
180°.  Additionally,  the  spindle  is  double  ended, 
allowing  you  to  mount  two  wheels  on  the 
wheelhead. 


WORKHEAD 

The  basic  workholding  devices  used  on  the 
tool  and  cutter  grinder  are  the  workhead  and  the 
footstock  (fig.  13-8).  When  a  workhead  is  not 
provided,  you  can  use  a  left-hand  footstock 
similar  to  the  right-hand  footstock  shown 
mounted  on  the  table  in  figure  13-8.  Also,  a 
variety  of  tooth  rests  (for  supporting  and  guiding 
the  teeth  of  a  cutter  being  sharpened)  are  usually 
provided. 

A  distinctive  feature  of  most  tool  and  cutter 
grinders  is  that  there  are  control  handwheels  at 
both  the  back  and  the  front  of  the  machine.  The 
dual  controls  permit  you  to  stand  in  the  most 
convenient  position  to  view  the  work  and  still 
operate  the  machine.  You  can  usually  disengage 
the  sliding  table  hand  wheel  to  push  the  table  back 
and  forth  by  hand.  Graduated  collars  on  the 
handwheels  are  a  quick  visible  guide  to  indicate 
the  amount  of  movement  of  the  various  feed 
components. 


WORK    HEAD 


WHEEL   HEAD  FOOTSTOCK 


Figure  13-8. — Tool  and  cutter  grinder  (workhead  and  footstock). 


13-9 


CUTTER  SHARPENING 

The  working  efficiency  of  a  cutter  is  largely 
determined  by  the  keenness  of  its  cutting  edge. 
Consequently,  a  cutter  must  be  sharpened  at  the 
first  sign  of  dullness.  A  dull  cutter  not  only  leaves 
a  poorly  finished  surface,  but  also  may  be 
damaged  beyond  repair  if  you  continue  to  use  it 
in  this  condition.  A  good  rule  for  determining 
when  to  sharpen  a  cutter  is  to  sharpen  it  when  the 
wear  land  on  the  cutting  edge  is  between  0.010 
and  0.035  inch.  Sharpening  cutters  at  the  first  sign 
of  dullness  is  both  economical  and  a  sign  of  good 
workmanship. 

Cutters  to  be  sharpened  may  be  divided  into 
two  groups:  (1)  those  that  are  sharpened  on  the 
relief  and  (2)  those  that  are  sharpened  on  the  face. 


Figure  13-9.— Tool  grinding  setups  on  a  tool  and  cutter 
grinder.  (A)  Straight  wheel  grinding  a  milling  cutter. 
(B)  Cup  wheel  grinding  a  reamer. 


In  the  first  group  are  such  cutters  as  plain  milling, 
side  milling,  stagger  tooth,  angle  cutters,  and  end 
mills.  In  the  second  group  are  the  various  form 
cutters  such  as  involute  gear  cutters  and  taps.  The 
relief  on  the  second  type  of  cutter  is  provided 
when  it  is  manufactured;  the  faces  of  the  teeth 
are  ground  to  sharpen  them. 

Figure  13-9  shows  two  methods  for  grinding 
cylindrical  cutting  tools  on  a  tool  and  cutter 
grinder.  Part  A  of  figure  13-9  shows  a  setup  for 
grinding  a  staggered  tooth  cutter  using  a  straight 
wheel.  Part  B  of  figure  13-9  shows  a  setup  for 
grinding  a  reamer  using  a  cup  type  wheel.  Either 
type  of  wheel  can  be  used;  the  cup  type  wheel 
produces  a  straight  clearance  angle;  the  straight 
wheel  produces  a  hollow  ground  clearance  angle. 

When  you  use  the  straight  wheel,  set  the 
spindle  parallel  to  the  table.  When  you  use  a 
flaring  cup  wheel,  turn  the  spindle  at  an  angle  of 
89°  to  the  table.  This  provides  the  necessary 
clearance  for  the  trailing  edge  of  the  grinding 
wheel  as  it  is  traversed  along  the  cutter. 

When  you  grind  a  cutter,  you  should  have  the 
grinding  wheel  rotating  as  shown  in  B  of  figure 
13-10.  This  method  tends  to  keep  the  tooth  of  the 
cutter  firmly  against  the  tooth  rest,  ensuring  a 
correct  cutting  edge.  If  this  method  causes  too 
much  burring  on  the  cutting  edge,  you  may  reverse 
the  direction  of  wheel  rotation  as  shown  in  A  of 
figure  13-10.  If  you  use  the  latter  method,  ensure 


B 


28.257X 

Figure  13-10. — Direction  of  wheel  rotation.  (A)  Toward  the 
cutting  edge.  (B)  Away  from  the  cutting  edge. 


126.46X 


Figure  13-11. — Typical  tooth  rest  blades. 


that  the  tooth  being  ground  rests  firmly  on  the 
tooth  rest  during  the  cut. 

Dressing  and  Truing 

Sharpening  a  high-speed  steel  cutter  or  reamer 
generally  requires  a  soft  grade  wheel.  A  soft  grade 
wheel  breaks  down  easily  and  is  therefore  less 
likely  to  burn  the  cutter.  You  should  true  and 
dress  the  wheel  prior  to  starting  the  sharpening 
operation  and  then  re-dress  as  necessary, 
depending  on  the  amount  of  wheel  wear.  As  you 
grind  each  cutter  tooth,  the  grinding  wheel 
diameter  decreases  because  of  wear.  As  a  result, 
succeeding  teeth  have  less  metal  removed  and  the 
teeth  gradually  increase  in  size. 

To  compensate  for  wheel  wear  and  to  ensure 
that  all  the  teeth  are  the  same  size,  rotate  the 
cutter  180°  and  grind  all  the  teeth  again.  Be 
careful  not  to  grind  the  cutter  under  size. 


126.47X 


Figure  13-12. — L-shaped  tooth  rest  blade. 


To  ensure  a  good  cutting  edge  on  the  cutter, 
there  must  be  a  good  finish  on  the  clearance  angle; 
therefore,  you  will  occasionally  need  to  dress  the 
grinding  wheel.  Use  the  wheel  truing  attachment 
for  this  operation  and  for  the  initial  truing  and 
dressing  operation  on  the  wheel. 

Tooth  Rest  Blades  and  Holders 

Tooth  rest  blades  are  not  carried  in  stock,  so 
they  must  be  made  in  the  shop.  Once  you  under- 
stand the  requirements  for  the  blades,  you  will 
be  able  to  readily  fabricate  various  shapes  to  suit 
the  types  of  cutters  you  will  sharpen.  It  is  normally 
recommended  that  these  blades  be  made  of  spring 
steel. 

The  plain  (straight)  tooth  rest  blade  (A  in  fig. 
13-11)  is  used  for  sharpening  side  milling  cutters, 
end  mills,  straight-fluted  reamers,  or  any  straight- 
fluted  cutter.  The  rounded  tooth  rest  blade  (B  in 
fig.  13-1 1)  is  used  for  helix  cutters,  shell  end  mills, 
and  small  end  mills.  The  offset  tooth  rest  blade 
(C  in  fig.  13-11)  is  a  universal  blade  that  can  be 
used  for  most  applications.  The  L-shaped  tooth 
rest  blade  for  sharpening  metal  slitting  saws  and 
straight  tooth  plain  milling  cutters  with  closely 
spaced  teeth  is  shown  in  figure  13-12.  You  can 
make  other  shapes  of  tooth  rest  blades  to  fit  the 
specific  type  of  cutter  or  the  cutter  grinder  you 
are  using. 

Holders  for  the  tooth  rest  blades  may  be  either 
plain  or  universal.  Figure  13-13A  shows  a  tooth 


126.48X 


I /Th\     T1 A*        j.     »    i i_      •__ • . I      1.  ^ 


rest  blade  in  a  plain  holder  and  figure  13-13B 
shows  a  tooth  rest  blade  mounted  in  a  universal 
type  holder.  The  universal  tooth  rest  holder  has 
a  micrometer  adjustment  at  its  bottom  to  enable 
you  to  make  precise  up  and  down  movements  in 
the  final  positioning  of  the  blade. 


SETTING  THE 
CLEARANCE  ANGLE 

Correct  clearance  back  of  the  cutting  edge  of 
any  tool  is  essential.  With  insufficient  clearance, 
the  teeth  will  drag,  producing  friction  and  slow 
cutting.  Too  much  clearance  produces  chatter  and 
dulls  the  teeth  rapidly.  The  cutting  edge  must  have 
strength,  and  the  correct  clearance  will  provide 
this  strength.  Figure  13-14  shows  a  typical  cutter 
tooth  and  the  angles  produced  by  grinding. 

The  primary  clearance  angle  is  the  angle 
ground  when  a  cutter  requires  sharpening.  The 
number  of  degrees  in  the  primary  clearance  angle 
varies  according  to  the  diameter  of  the  cutter  and 
the  material  being  cut.  A  large  diameter  cutter 
requires  less  clearance  than  a  small  cutter.  Cutters 
used  to  cut  hard  materials  such  as  alloy  and  tool 
steels  require  less  clearance  than  cutters  used  to 
cut  softer  materials  such  as  brass  and  aluminum. 

The  primary  clearance  angles  range  from  4  ° 
for  a  large  cutter  to  13  °  for  a  smaller  cutter.  Some 
manufacturers  of  tool  and  cutter  grinders  have 
charts  that  can  assist  you  in  determining  the 
correct  clearance  angle.  The  width  of  the  primary 
land  (the  surface  created  when  the  primary 
clearance  angle  is  ground)  varies  according  to  the 
size  of  the  cutter.  Primary  land  widths  range 


•PRIMARY 
LAND 


PRIMARY 

CLEARANCE 

ANGLE 


SECONDARY 

CLEARANCE 

ANGLE 


from  0.0005-0.015  inch  for  a  small  cutter  to 
0.030-0.062  inch  for  a  large  cutter.  You  should 
grind  the  lands  very  carefully.  A  land  that  is  too 
narrow  will  allow  the  cutting  edge  to  chip  or  wear 
rapidly.  A  land  that  is  too  wide  will  cause  the 
trailing  side  (heel)  of  the  land  to  rub  the  work. 

When  the  width  of  the  primary  land  becomes 
excessive  due  to  repeated  grindings,  you  must 
grind  the  secondary  clearance  angle  to  reduce  it. 
The  secondary  clearance  angle  is  normally  3  °  to 
5  °  greater  than  the  primary  clearance  angle. 

You  obtain  the  desired  clearance  angle  by  the 
positioning  of  the  grinding  wheel,  the  cutter,  and 
the  tooth  rest.  The  general  procedure  is  to 
position  the  center  of  the  wheel,  the  center  of  the 
work,  and  the  tooth  rest  all  in  the  same  plane  and 
to  then  raise  or  lower  the  wheel  head  the  proper 
distance  to  give  the  desired  clearance  angle. 

When  you  use  the  straight  wheel,  bring  the 
center  of  the  wheel  and  the  center  of  the  work  into 
the  same  plane  by  using  the  centering  gauge 
(fig.  13-15)  or  by  using  a  height  gauge.  Then, 
fasten  the  tooth  rest  to  the  machine  table  and 
adjust  the  tooth  rest  to  the  same  height  as  the 
center  of  the  work.  Raise  or  lower  the  wheelhead 
a  predetermined  amount  to  give  the  correct 
clearance  angle.  To  determine  the  amount  to  raise 
or  lower  the  wheelhead,  multiply  the  clearance 
angle  (in  degrees)  by  the  diameter  of  the  wheel 
(inches)  and  then  multiply  this  product  by  the 
constant  0.0087. 


V/IX 


126.49X 


the  clearance  angle  (in  degrees)  by  the  diameter 
of  the  cutter  (in  inches)  and  then  multiply  this 
product  by  the  constant  0.0087. 

Some  tool  and  cutter  grinders  have  a  tilting 
wheelhead  or  a  clearance  setting  device.  Where 
a  tilting  wheelhead  is  provided,  simply  tilt  the 
wheelhead  to  the  desired  clearance  angle.  If  you 
use  a  clearance  setting  device,  follow  the  steps 
listed  below. 

1 .  Clamp  a  dog  to  the  mandrel  on  which  the 
cutter  is  mounted. 

2.  Insert  the  pin  on  the  side  of  the  dog  into 
the  hole  in  the  clearance  setting  plate  that  is 
mounted  on  the  footstock. 

3 .  Loosen  the  setscrew  in  the  clearance  setting 
plate  and  rotate  the  cutter  to  the  desired  setting 
(graduations  found  on  the  clearance  setting  plate). 

4.  Tighten  the  setscrew. 

5.  Remove  the  dog. 

When  you  grind  the  teeth  of  end  mills,  side 
milling  cutters,  or  stagger  tooth  cutters,  use  the 
graduated  dials  on  the  workhead  to  set  the 
clearance  angle. 


CUTTER  SHARPENING  SETUPS 

Tool  and  cutter  grinders  vary  in  design  and 
in  the  type  of  accessory  equipment;  however,  most 
tool  and  cutter  grinders  operate  in  the  same  way. 
By  using  only  the  standard  workhead,  footstocks, 
and  tooth  rest  blade  holders,  you  can  sharpen 
practically  any  cutter.  In  fact,  you  can  sharpen 
most  cutters  by  using  essentially  the  same  method. 
A  thorough  study  of  the  following  sections,  along 
with  a  little  ingenuity  and  forethought,  will  enable 
you  to  sharpen  any  cutter  that  may  be  sent  to  your 
shop  for  sharpening. 


PLAIN  MILLING  CUTTERS 
(HELICAL  TEETH) 

The  following  is  a  somewhat  detailed  explana- 
tion of  how  to  sharpen  a  plain  milling  cutter  with 
helical  teeth.  We  have  provided  the  detail  because 


ine  laoie  ana  me  oouoms  01  me 
footstocks. 

3.  Mount   the    footstocks    on  the  table, 
allowing  just  enough  space  between  them  to 
accommodate  the  mandrel  with  a  slight  amount 
of  tension  on  the  spring-loaded  center. 

4.  Swivel  the  wheelhead  to  89°.  (This  allows 
the  end  of  the  cutter  to  clear  the  opposite  cutting 
face  when  you  use  a  cup  type  wheel.) 

5.  Mount  the  wheel  and  the  wheel  guard. 

6.  Use  a  dressing  stick  to  thin  the  cutting  face 
of  the  wheel  to  not  more  than  1/8  inch.  True  the 
wheel,  using  a  diamond  truing  device. 

7.  Using  the  centering  gauge,  bring  the 
wheelhead  axis  into  the  same  horizontal  plane  as 
the  axis  of  the  footstock  centers. 

8.  Mount  the  cutter  on  a  mandrel.   (A 
knurled  sleeve  on  the  end  of  the  mandrel  will  help 
the  mandrel  maintain  an  even,  effective  grip  while 
the  cutter  is  being  ground. 

9.  Mount  the  mandrel  between  the  footstock 
centers,  preferably  in  such  a  position  that  the 
grinding  wheel  cuts  onto  the  cutting  edge  of  the 
teeth. 

10.  Mount  the  plain  tooth  rest  holder  (with 
a  rounded  tooth  rest  blade)  on  the  wheelhead. 

1 1 .  With  the  centering  gauge  on  top  of  the 
wheelhead  and  the  tip  of  the  gauge  directly  in 
front  of  the  cutting  face  of  the  wheel,  adjust  the 
tooth  rest  blade  to  gauge  height.  (This  brings  the 
blade  into  the  same  horizontal  plane  as  the 
footstock  centers.) 

12.  Traverse  the  saddle  toward  the  wheelhead 
until  one  tooth  rests  on  the  tooth  rest  blade;  then 
lock  the  table  into  position. 

13.  With  a  cutter  tooth  resting  on  the  tooth 
rest,   lower   the   wheelhead   until  the   desired 
clearance  is  indicated  on  the  clearance  setting 
plate.  If  no  clearance  setting  device  is  available, 
calculate  the  distance  to  lower  the  wheelhead  using 
the  method  previously  described. 

Before  starting  the  sharpening  operation,  run 
through  it  without  the  machine  running.  This  will 
let  you  get  the  feel  of  the  machine  and  also  ensure 
that  there  is  nothing  to  obstruct  the  grinding 
operation.  Traverse  the  table  with  one  hand  while 
the  other  hand  holds  the  cutter  against  the  tooth 
rest  blade.  On  the  return  movement,  the  tooth  rest 


13-13 


Figure  13-16.— Grinding  the  side  teeth  of  side-milling 
cutter. 


Figure  13-17. — Changing  clearance  angle  by  swiveling  the 
cutter  in  a  vertical  plane. 


blade  will  cause  the  mandrel  to  turn  in  your  hand, 
thereby  eliminating  the  necessity  of  moving  the 
table  away  from  the  wheel  on  the  return  traverse. 

In  sharpening  the  teeth  of  any  milling  cutter, 
grind  one  tooth,  then  rotate  the  cutter  180°  and 
grind  another  tooth.  Check  the  teeth  with  a 
micrometer  to  ensure  that  there  is  no  taper  being 
ground.  If  there  is  taper,  you  must  remove  it  by 
swiveling  the  swivel  table  of  the  machine. 

As  the  width  of  the  land  increases  with 
repeated  sharpenings,  you  will  need  to  grind  a 
secondary  land  on  the  cutter.  Never  allow  the 
primary  land  to  become  greater  than  1/16  inch 
wide  because  the  heel  of  the  tooth  may  drag  on 
the  work.  To  control  the  width  of  the  primary 
land,  double  the  clearance  angle  and  grind  a 
secondary  land. 

SIDE  MILLING  CUTTERS 

The  peripheral  teeth  of  a  side  milling  cutter 
are  ground  in  exactly  the  same  manner  as  the  teeth 
of  a  plain  milling  cutter,  with  the  exception  that 
a  plain  tooth  rest  blade  is  used. 

To  sharpen  the  side  teeth,  mount  the  cutter 
on  a  stub  arbor  and  clamp  the  arbor  in  a  universal 
workhead.  Then  mount  a  universal  tooth  rest 
holder  onto  the  workhead  so  that  when  the 
workhead  is  tilted  the  tooth  rest  holder  moves  with 
it  (fig.  13-16). 

The  procedure  for  grinding  clearance  angles 
varies,  depending  on  the  type  of  grinding  wheel 
used.  If  you  are  using  a  cup  wheel,  swivel  the 
workhead  vertically  to  move  the  tooth  toward  or 
away  from  the  wheel.  The  clearance  angle 


•iiU"^"* 


Figure  13-18. — Changing  the  clearance  angle  by  raising  the  grinding  wheel. 


increases  as  the  tooth  is  swivelled  away  from  the 
wheel  (fig.  13-17).  If  you  use  a  straight  wheel,  set 
the  cutter  arbor  horizontally  and  raise  or  lower 
the  wheel  to  change  the  clearance  angle.  The 
clearance  angle  increases  as  the  wheel  is  raised 
(fig.  13-18). 

STAGGERED  TOOTH  CUTTERS 

Staggered  tooth  milling  cutters  (fig.  13-19) 
may  be  sharpened  in  exactly  the  same  manner  as 
plain  milling  cutters  wij:h  helical  teeth  (fig.  13-20). 
If  you  use  this  method,  grind  all  of  the  teeth  on 


Figure  13-19.— Staggered-tooth  side  milling  cutter. 


BROWN  &  SHARPS  Manufacturing  Company,  North  Kingstown,  RI 

28.434X 

Figure  13-20. — Tooth  rest  mounted  on  the  wheelhead  in 
grinding  a  helical-tooth  cutter. 


one  side  of  the  cutter.  Then  turn  the  cutter  over 
and  grind  all  of  the  teeth  on  the  other  side. 

There  is,  however,  a  method  for  sharpening 
all  of  the  cutter's  teeth  in  one  setting  (see  setup, 
fig.  13-9A). 

1.  Mount  the   cutter  on   a  mandrel  held 
between  centers. 

2.  Fasten   the   tooth   rest   holder   to   the 
wheelhead. 

3 .  Grind  the  tool  rest  blade  to  the  helix  angle 
of  the  cutter  teeth  on  each  side  of  the  blade 
(fig.  13-21). 

4.  Position  the  high  point  of  the  tooth  rest 
blade  in  the  center  of  the  cutting  face  of  the  wheel. 

5.  Align  the  wheelhead  shaft  centerline,  the 
footstock  centers,  and  the  high  point  of  the  tooth 
rest  blade  in  the  same  horizontal  plane. 

6.  Raise  or  lower  the  wheelhead  to  give  the 
desired  clearance  angle. 

7.  Rest  the  face  of  a  tooth  on  its  corre- 
sponding side  of  the  tooth  rest  blade  (fig.  13-22). 


Figure  13-21. — Tooth  rest  blades  for  staggered  tooth  cutters. 


TOOTH 


TOOTH 

REST 

BLADE 


Figure    13-22.— Resting    the   face    of   a    tooth    on    its 
corresponding  side  of  the  tooth  rest  blade. 


8.  Move  the  cutting  edge  of  the  tooth  across 
the  face  of  the  wheel.  On  the  return  cut,  rest  the 
next  tooth  on  the  opposite  angle  of  the  tooth  rest. 
Continue  alternating  teeth  on  each  pass  until  you 
have  sharpened  all  the  teeth. 


ANGULAR  CUTTERS 

To  sharpen  an  angular  cutter,  mount  the 
cutter  on  a  stub  arbor  and  mount  the  arbor  in  a 
universal  workhead.  Then  swivel  the  workhead 
on  its  base  to  the  angle  of  the  cutter.  If  the  cutter 
has  helical  teeth,  mount  the  tooth  rest  on  the 
wheelhead.  But  if  the  cutter  has  straight  teeth, 
mount  the  tooth  rest  on  the  table  or  on  the 
workhead.  To  set  the  clearance  angle  for  both 
types  of  teeth,  tilt  the  workhead  the  required 
number  of  degrees  toward  or  away  from  the 
grinding  wheel.  Then  use  a  centering  gauge  to 
align  the  cutting  edge  of  one  tooth  parallel 
with  the  cutting  face  of  the  wheel.  Take  a 
light  cut  to  check  your  settings  and  make  fine 


adjustments  until  you  obtain  the  desired  clearance 
angle. 


END  MILLS 

You  may  salvage  a  damaged  end  mill  by 
cutting  off  the  damaged  portion  with  a  cylindrical 
grinding  attachment,  as  shown  in  figure  13-23. 
When  you  salvage  an  end  mill  in  this  manner,  use 
a  coolant  if  possible  to  avoid  removing  the  temper 
at  the  end  of  the  cutter.  Be  sure  to  relieve  the 
center  of  the  end  in  the  same  way  as  on  the 
original  cutter. 

Generally,  it  will  not  be  necessary  to  sharpen 
the  peripheral  teeth.  If,  however,  the  peripheral 
teeth  must  be  ground,  use  the  same  procedure  that 
you  would  use  to  sharpen  a  plain  milling  cutter 
except  for  the  method  of  mounting  the  cutter. 
Mount  the  end  mill  in  a  universal  workhead 
(fig.  13-24)  instead  of  between  centers.  You  must 
remember  that  whenever  you  grind  the  peripheral 
teeth  of  an  end  mill  you  change  the  size  (diameter) 


126.51X 


Figure  13-23. — Cutting  off  the  damaged  end  of  a  helical  end  mill. 


Figure  13-24.— Grinding  the  peripheral  teeth  of  an  end  mill. 


126.52X 


of  the  cutter.  You  must,  therefore,  indicate  that 
the  cutter  size  has  been  changed.  Either  mark  the 
new  size  on  the  cutter  or  grind  off  the  old  size 
and  leave  the  cutter  unmarked. 

Use  the  following  steps  to  sharpen  the  end 
teeth: 

1.  Mount   the    end   mill    in    a   universal 
workhead. 

2.  Swivel  the  wheelhead  to  89  °. 

3.  Bring  the  cutting  edge  of  a  tooth  into  the 
same  horizontal  plane  as  the  wheelhead  spindle 
axis  by  using  a  centering  gauge.  Place  the  gauge 
on  top  of  the  wheelhead  and  raise  or  lower  the 
wheelhead  sufficiently  to  place  the  blade  of  the 
gauge  on  the  tooth's  cutting  edge.  This  will  at  the 
same  time  align  the  cutting  edge  with  the  centerline 
of  the  wheel. 

4.  Lock  the  workhead  spindle  in  place  to 
prevent  the  cutter  from  moving. 

5.  Clamp  the  tooth  rest  blade  onto  the 
workhead  so  that  its  supporting  edge  rests  against 
the  underside  of  the  tooth  to  be  ground. 


6.  Swivel  the  workhead  downward  to  the 
desired  clearance  angle  and  clamp  it  in  position. 
At  this  point,  make  sure  that  the  tooth  next  to 
the  one  being  ground  will  clear  the  wheel.  If  it 
does  not,  raise  or  lower  the  wheelhead  until  the 
tooth  does  clear  the  wheel. 

7.  Unclamp  the  workhead  spindle  and  begin 
grinding  the  mill. 

8.  After  you  have  ground  all  of  the  primary 
lands,  tilt  the  workhead  to  the  secondary  clearance 
angle  and  grind  all  the  secondary  lands. 

On  large  diameter  wheel  end  mills,  it  is  often 
a  good  idea  to  back  off  the  faces  of  the  teeth 
toward  the  center  of  the  cutter,  similar  to  the  teeth 
of  a  face  mill.  An  angle  of  about  3  °  is  sufficient, 
allowing  a  land  of  3/16  to  5/16  inch  long. 

It  is  important  that  you  use  as  much  care 
when  you  grind  the  corners  of  the  teeth  as 
when  you  grind  the  faces  of  the  peripheral 
teeth;  otherwise,  the  cutting  edges  will  dull 
rapidly,  and  a  poor  finish  will  result.  The  corners 
of  the  teeth  are  usually  chamfered  45°  by 
swiveling  the  workhead  or  table  and  are  left  1/6 
to  1/8  inch  wide. 


13-17 


To  sharpen  the  end  teeth  of  a  shell  end  mill 
(fig.  13-25),  mount  the  cutter  on  an  arbor  set 
in  a  taper  shank  mill  bushing.  Then  insert 
the  bushing  into  the  taper  shank  mill  bushing 
sleeve  held  in  the  universal  workhead.  To 
obtain  the  desired  clearance  angle,  swivel 
the  workhead  in  the  vertical  plane  and  swivel 
it  slightly  in  the  horizontal  plane  to  grind 
the  teeth  low  in  the  center  of  the  cutter. 
Turn  the  cutter  until  one  of  the  teeth  is 
horizontal;  then  raise  the  wheel  until  that 
tooth  can  be  ground  without  interference. 


FORMED  CUTTERS 

There  are  two  methods  commonly  used  to 
sharpen  formed  milling  cutters.  The  first  method, 
using  a  formed  cutter  sharpening  attachment,  is 
by  far  the  most  convenient.  The  second  method 
consists  of  setting  up  the  cutter  on  a  mandrel, 
grinding  the  backs  of  the  teeth  and  then  reversing 
the  cutter  to  sharpen  the  cutting  faces. 

The  involute  cutter  (fig.  13-26)  will  serve  as 
an  example.  Since  the  teeth  of  these  cutters  have 


a  specific  shape,  the  only  correct  way  to  sharpen 
them  is  to  grind  their  faces.  An  important  part 
of  grinding  the  teeth  is  ensuring  that  the  teeth  are 
uniform,  that  is,  that  they  all  have  the  same 
thickness  from  the  back  face  to  the  cutting  face. 
You  can  provide  this  uniformity  by  grinding  the 
back  faces  of  all  new  cutters  before  you  use  them. 
Grind  only  the  back  faces,  since  the  cutting  faces 
are  already  sharp  and  ready  to  use.  Once  the  teeth 
are  uniform,  they  should  remain  uniform  through 
repeated  sharpenings  because  you  will  be  taking 
identical  cuts  on  the  cutting  faces  whenever  you 
sharpen  the  cutter. 

To  sharpen  a  formed  cutter  using  the  formed 
cutter  sharpening  attachment,  attach  the 
wheelhead  shaft  extension  to  the  shaft  and  mount 
a  dish-shaped  wheel  on  the  extension.  With  the 
wheelhead  swiveled  to  90°,  clamp  the  attachment 
to  the  table  with  the  pawl  side  of  the  attachment 
away  from  the  wheel.  Place  the  cutter  on  a  stud 
and  line  up  the  cutting  face  of  a  tooth  with  the 
attachment  centering  gauge.  Loosen  the  pawl 
locking  knob  and  adjust  the  pawl  to  the  back  of 
the  tooth.  Then  adjust  the  saddle  to  bring  the  face 
of  the  tooth  in  line  with  the  face  of  the  grinding 


126.53X 


Figure  13-25.— Grinding  the  end  teeth  of  a  shell  end  mill. 


KEYWAY 


U    1.  UU.ICIJ. 


Figure  13-26. — Involute  gear  cutter. 


wheel.  Once  you  have  made  this  adjustment,  do 
not  readjust  the  saddle  except  to  compensate  for 
wheel  wear.  After  grinding  one  tooth,  move  the 
saddle  away  from  the  wheel,  index  to  the  next 
tooth,  and  grind.  If,  after  you  have  ground  all 
of  the  teeth  once,  the  teeth  have  not  been  ground 
enough,  rotate  the  tooth  face  toward  the  wheel 
and  make  a  second  cut  on  each  tooth. 

If  a  cutter  has  been  initially  provided 
with  a  radial  rake  angle,  this  angle  must  be 
retained  or  the  cutter  will  not  cut  the  correct 
form.  To  sharpen  this  type  of  cutter,  line  up 
the  point  of  one  cutter  tooth  with  the  attach- 
ment gauge,  swivel  the  table  to  the  degree 
of  undercut,  adjust  the  saddle  to  bring  the  face 
of  the  tooth  in  line  with  the  face  of  the  wheel, 
and  grind. 

If  a  formed  cutter  sharpening  attachment  is 
not  available,  you  may  sharpen  formed  cutters  by 


tooth  formed  milling  cutter  and  for  grinding  a  tap 
are  essentially  the  same.  We  will  use  a  tap  in  this 
example. 


Grinding  a  Tap 

To  grind  a  tap,  take  the  following  steps: 

1 .  Mount  the  wheelhead  shaft  extension  and 
the  dish  wheel  on  the  machine. 

2.  True  the  wheel  with  the  diamond  truing 
device. 

3.  Line  up  the  face  of  the  wheel  with  the 
footstock  centers.  Place  a  straightedge  across  the 
face  of  the  wheel  and  adjust  the  saddle  toward 
the  wheelhead  until  the  wheel  face  is  centered. 

4.  Place  the  tap  between  centers. 

5.  Fasten  the  tooth  rest  to  the  table,  with  the 
blade  against  the  back  of  the  blade  to  be  ground. 

6.  Adjust  the  tap  to  the  wheel  with  the 
micrometer  adjustment  on  the  tooth  rest. 

7.  Grind  the  tap. 

To  produce  accurate  results  in  grinding  taps, 
grind  the  backs  of  the  teeth  before  you  grind  the 
faces. 


HONES  AND  HONING 

In  honing,  the  cutting  is  done  by  abrasive 
action.  Honing  may  be  used  to  remove  stock  from 
a  drilled,  bored,  reamed,  or  ground  hole  to 
correct  taper,  out-of-roundness,  or  bow  (bell 
mouthed  barrel  shape  or  misalignment).  Honing 
is  also  used  to  develop  a  highly  smooth  finish 
while  accurately  controlling  the  size  of  the  hole. 

You  may  do  cylindrical  honing  on  a  honing 
machine  or  on  some  other  machine  tool  by 
attaching  the  honing  device  to  the  machine 
spindle,  or  you  may  do  it  by  hand.  Regardless  of 
the  method  you  use,  either  the  hone  or  the  work 
must  rotate,  and  the  honing  tool  must  move  back 
and  forth  along  the  axis  of  rotation. 


13-19 


PORTABLE  HONING  EQUIPMENT 

The  portable  hone  shown  in  figure  13-27  is 
similar  to  the  type  used  in  most  Navy  machine 
shops.  It  is  normally  available  in  sizes  ranging 
from  1  3/4  to  36  inches  with  each  hone  set  being 
adjustable  to  cover  a  certain  range  within  those 
sizes.  The  hone  illustrated  has  two  honing  stones 
and  two  soft  metal  guides.  The  stones  and  the 
guides  advance  outward  together  to  maintain  a 
firm  cutting  action  during  honing.  An  adjusting 
nut  just  above  the  stone  and  guide  assembly  is 
used  to  regulate  the  size  of  the  honed  bore. 
Accuracy  to  within  0.0005  inch  is  possible  when 
the  proper  operating  procedures  are  observed. 

To  use  the  portable  hone,  follow  these  basic 
steps: 

1.  Clamp  the  hone  shaft  in  the  drill  press 
chuck. 

2.  Clamp  the  workpiece  to  the  drill  press 
table. 

3.  Put  the  hone  into  the  hole  to  be  polished. 
Use  honing  compound  as  required. 

4.  Turn  on  the  drill  press  and  use  the  drill 
press  feed  handle  to  move  the  rotating  hone  up 
and  down  in  the  hole. 

When  a  lathe  (vertical  or  horizontal)  is  used 
to  hone,  the  work  can  be  mounted  in  a  chuck  or 
on  a  faceplate  and  rotated.  The  honing  tool  is  held 
in  the  tailstock  with  a  chuck  and  moved  back  and 
forth  in  the  workpiece  bore  by  the  tailstock 
spindle. 


On  a  milling  machine  or  a  horizontal  boring 
mill  the  workpiece  is  mounted  on  the  table  and 
the  honing  tool  is  mounted  in  the  spindle.  The 
hone  is  passed  back  and  forth  in  the  workpiece 
bore  by  moving  the  machine  table. 

Another  method  is  to  use  a  hand  held  power 
drill  to  rotate  the  hone  in  the  workpiece.  Move 
the  rotating  hone  in  and  out  of  the  hole  by  hand. 

Each  of  these  methods  requires  that  the  hone 
be  allowed  to  self- align  with  the  workpiece  bore. 
To  assist  in  this,  place  one  or  two  universals 
between  the  hone  shaft  and  the  device  or  spindle 
which  will  hold  or  drive  the  hone.  These  univer- 
sals and  shaft  extensions  are  usually  available 
from  the  hone  manufacturer. 

When  honing  large  bores,  use  a  device  that 
attaches  to  the  hone  and  lends  support  to  the 
stones  and  guides  to  ensure  a  rigid  setup. 


STATIONARY  HONING 
EQUIPMENT 

Stationary  honing  equipment  is  not  used  as 
often  in  the  machine  shop  as  the  portable  hone. 
Consequently,  it  is  not  often  found  in  too  many 
shops.  These  machines  are  usually  self-contained 
hones  with  a  built-in  honing  oil  pump  and 
reservoir,  a  workholding  device,  and  a  spindle  to 
rotate  and  stroke  the  honing  stones.  Controls  to 
adjust  the  rpm,  the  rate  of  stroke,  and  the  pressure 
feeding  the  stones  to  the  desired  size  are  usually 
standard.  Some  models  have  a  zero  setting  dial 
indicator  that  lets  you  know  when  the  desired  bore 


GUIDE 


ADJUSTING    NUT 


STONE 


Figure  13-27.— Portable  hone. 


of  the  bore. 


STONE  SELECTION 

The  honing  stone  is  made  somewhat  like  a 
grinding  wheel,  with  grit,  a  bond,  and  air  voids. 
The  grit  is  the  cutting  edge  of  the  tool.  It  must 
be  tough  enough  to  withstand  the  pressure  needed 
to  make  it  penetrate  the  surface,  but  not  so  tough 
that  it  cannot  fracture  and  sharpen  itself.  The 
bond  must  be  strong  enough  to  hold  the  grit,  but 
not  so  strong  that  it  rubs  on  the  bore  and 
interferes  with  the  cutting  action  of  the  grit.  Air 
voids  in  the  structure  of  the  stone  aid  the  coolant 
or  honing  oil  in  clearing  chips  and  dissipating 
heat. 

Honing  stones  are  available  with  either 
aluminum  oxide  grit  for  ferrous  metals  or  silicon 
carbide  grit  for  nonferrous  metals  and  glass.  Grit 
sizes  from  150  to  400  are  available.  If  a  large 
amount  of  metal  must  be  removed,  use  a  coarse 
grit  stone  such  as  a  150-grit  to  bring  the  base  to 
within  0.0002  to  0.001  inch  of  the  finish  size.  Then 
use  a  finer  grit  stone  to  obtain  a  smooth  finish. 

Specific  recommendations  for  stone  selection 
are  available  from  the  hone  manufacturer. 


STONE  REMOVAL 

Honing  does  not  change  the  axial  location  of 
a  hole.  The  center  line  of  the  honing  tool  aligns 
itself  with  the  center  line  of  the  bore.  Either  the 
tool  or  the  part  floats  to  ensure  that  the  tool  and 
the  base  align.  Floating  enables  the  tool  to  exert 
equal  pressure  on  all  sides  of  the  bore. 


Thus  all  taper  and  out-of-roundness  are  taken  out 
before  any  stock  is  removed  from  the  larger 
selection  of  the  bore.  Also  any  bow  is  taken  out. 
Since  the  honing  stones  are  rigid  throughout  their 
length,  they  cannot  follow  a  bow— they  bridge  the 
low  spots  and  cut  deeper  on  the  high  spots, 
tending  to  straighten  out  a  bow. 

After  you  have  honed  out  the  inaccuracies, 
you  must  abrade  every  section  of  the  bore  equally. 
To  ensure  that  this  happens,  maintain  both  the 
rotating  and  reciprocating  motions  so  that  every 
part  of  the  bore  is  covered  before  any  grit  repeats 
its  path  of  travel. 

If  a  bore  will  require  honing  to  correct  taper 
or  out-of-roundness,  leave  about  twice  as  much 
stock  for  honing  as  there  is  error  in  the  bore.  It 
is  sometimes  practical  and  economical  to  perform 
two  honing  operations:  (1)  rough  honing  to 
remove  stock  and  (2)  finish  honing  to  develop  the 
desired  finish.  As  previously  mentioned,  you 
should  leave  from  0.0002  to  0.001  inch  for  finish 
honing.  If  a  machined  bore  must  be  heat  treated, 
rough  hone  it  before  heat  treating  to  produce  an 
accurately  sized,  round,  and  straight  bore.  After 
heat  treating  the  workpiece,  finish  hone  to  cor- 
rect any  minor  distortion  and  to  produce  the 
desired  finish. 

Honing  produces  a  Crosshatch  finish.  The 
depth  of  cut  depends  on  the  abrasive,  speed, 
pressure,  and  coolant  or  honing  oil  used.  To 
produce  a  finer  finish,  you  can  do  one  or  all  of 
the  following: 

1.  Use  a  finer  grit  stone. 

2.  Increase  the  rotating  speed. 

3.  Decrease  the  stroking  speed. 

4.  Decrease  the  feed  pressure. 

5.  Increase  the  coolant  flow. 


13-21 


METAL  BUILDUP 


Metal  buildup  is  a  rapid  and  effective  method 
of  applying  practically  any  metal  to  a  base 
material.  This  is  used  to  restore  worn  mechanical 
equipment,  to  salvage  mismachined  or  otherwise 
defective  parts,  and  to  protect  metals  against 
corrosion.  As  compared  to  original  component 
replacement  costs,  metal  buildup  is  a  low  cost, 
high  quality  method  of  restoration. 

As  you  advance  in  the  MR  rating  you  must 
know  how  to  prepare  a  surface  for  metal  buildup 
and  be  able  to  set  up  and  operate  the  equipment 
used  in  the  thermal  spray  systems  and  the 
contact  electroplating  process.  In  this  chapter,  we 
will  discuss  the  thermal  spray  systems  and  the 
contact  electroplating  process. 

Additional  information  on  metalizing  is 
contained  in  Mil  Std  1687(SH)  Thermal  Spray 
Process  and  in  NAVSHIPS  0919-000-6010, 
Instructions  for  Metalizing  Shafts  or  Similar 
Objects. 

Additional  information  on  electroplating 
is  contained  in  MIL-STD-2197(SH),  Brush 
Electroplating  on  Marine  Machinery  and  in  NAV- 
SHIPS 0900-LP-038-6010,  Deposition  of  Metals 
by  Contact  (Brush-on  Method)  Electroplating. 


THERMAL  SPRAY  SYSTEMS 

There  are  four  different  thermal  spray 
processes:  wire  oxygen-fuel  spray,  wire- 
consumable  electrode  spray,  plasma-arc  spray, 
and  powder  oxygen-fuel  gas  spray.  In  general,  all 
four  processes  perform  the  same  basic  function: 
They  heat  the  wire  or  powder  to  its  melting  point, 
atomize  the  molten  material  with  either  high 
velocity  gas  or  air,  and  propel  it  onto  a  previously 
prepared  surface. 

The  rapid  rate  at  which  metal  coatings  can  be 
sprayed  and  the  portability  of  the  equipment  have 
increased  the  use  of  thermal  spray  processes. 
Metal  coatings  are  especially  useful  in  rebuilding 
worn  shafts  and  other  machine  parts  not  subject 
to  tensile  stress,  in  hard  surfacing  where  resistance 


to  wear  and  erosion  are  desired,  and  in  protecting 
metal  surfaces  against  heat  and  corrosion.  Navy 
shipyards,  Intermediate  Maintenance  Activity 
(IMA),  and  repair  ships  use  thermal  spray 
processes  to  coat  metallic  and  nonmetallic  surfaces 
with  practically  any  metal,  metal  alloy,  ceramic, 
or  cermet  that  can  be  made  in  wire  or  powder 
form.  (Cermet  is  a  strong  alloy  of  a  heat 
resistant  compound  and  a  metal  used  especially 
for  turbine  blades.) 

NOTE:  The  thermal  spray  process  is  NOT 
authorized  in  the  repair  of  submarine 
components  (MIL-STD-1687A(SH)). 

In  this  chapter  we  will  discuss  the  wire  oxygen- 
fuel  spray  process  and  the  powder  oxygen-fuel  gas 
spray  process  with  emphasis  on  the  latter.  These 
are  the  two  thermal  spray  processes  you  will  most 
likely  use  as  an  MRS  or  MR2. 


APPROVED  APPLICATIONS 

Thermal  spray  coatings  have  been  approved 
by  NAVSEA  for  several  applications.  Case  by 
case  approval  is  not  needed  for  the  use  of 
thermal  spraying  in  the  applications  listed  below, 
but  the  procedures  used  for  these  applications  are 
limited  to  those  which  have  been  approved  by 
NAVSEA. 

1.  Repair  of  seal  (packing)  areas  of  shafts 
used  in  oil  and  freshwater  systems  to  obtain 
original  dimensions  and  finish. 

2.  Repair  of  bearings'  interference  fit  areas 
of  shafts  to  restore  original  dimensions  and  finish 
(except  for  motors  and  generators  where  chrome 
plating  is  permissible). 

3.  Buildup  of  pump  shaft  wear  ring  sleeves 
to  original  dimensions. 

4.  Repair  of  miscellaneous  static  fit  areas, 
such  as  those  on  electric  motor  end  bells,  to  restore 
original  dimensions,  finish,  and  alignment. 


14-1 


flame  and  atomizes  it  by  a  jet  of  compressed  air 
into  a  fine  spray.  The  metal  particles  may  be 
inhaled  easily  by  anyone  present.  Personnel  using 
metalizing  equipment  must  wear  respirators  that 
have  been  approved  for  this  kind  of  work. 
Operators  and  personnel  in  the  immediate  vicinity 
must  wear  ear  muffs  and  properly  fitted  soft 
rubber  ear  plugs. 

•  You  must  wear  safety  glasses  or  face  shield 
and  proper  protective  clothing  at  all  times  during 
thermal  spraying  operations. 

•  Cleaning  solvents  are  toxic  and  hazardous 
to  your  health.  Use  them  only  in  a  well-ventilated 
area. 

•  Warning  signs  must  be  posted  near  the 
operation  to  warn  personnel. 

•  Adhere  strictly  to  the  safety  precautions 
noted  in  the  Welding  Handbook,  Sixth  Edition, 
Section  1  Chapter  9,  published  by  the  American 
Welding    Society,    and    the    manufacturer's 
handbook. 

QUALIFICATION  OF  PERSONNEL 

Thermal  spray  operations  are  performed  only 
by  qualified  personnel.  Potential  operators  who 


each  process,  the  operator  must  prepare  test 
specimens  for  visual,  microscopic,  bend,  and 
bond  tests  using  qualified  procedures  developed 
for  that  particular  coating  and  thermal  spray 
process.  In  addition,  the  operator  is  responsible 
for  setting  up  the  spraying  equipment  (gun-to- 
work  distance,  air,  fuel  gas,  and  so  on)  as  required 
by  the  spraying  procedure. 

A  potential  operator  who  fails  one  or  more 
initial  qualification  test  may  be  permitted  one 
retest  for  each  type  of  test  that  he  or  she  failed. 

Certified  operators  retain  their  certification  as 
long  as  they  do  not  let  6  months  or  more  time  pass 
between  their  uses  of  the  thermal  spray  process. 
Operators  who  let  their  certification  lapse  may  re- 
qualify  by  satisfactorily  completing  the  qualifica- 
tion tests.  Complete  information  regarding 
certification  is  contained  in  MIL-STD-1687. 

TYPES  OF  THERMAL  SPRAY 

The  two  types  of  thermal  spray  discussed  in 
this  chapter  are  wire-oxygen-fuel  spray  and 
powder-oxygen-fuel  spray. 

Wire-Oxygen-Fuel  Spray 

The  wire-oxygen-fuel  spray  process  is  suitable 
for  all  purpose  use.  It  offers  variable,  controlled 


ALSO  SUITABLE  FOR  GAS 
COMBUSTION  POWER 
SPRAYING  GUN 


AIR  LINE 


GAS 

COMBUSTION 
WIRE  SPRAYING 


LINE  PRESSURE  GAUGE 


DRYING 
UNIT 


AIR 
RECEIVER 


AIR     ACETYLENE     OXYGEN 
FILTER 


MAIN  AIR 
PRESSURE  CONTROL 


Figure  14-1.— Typical  installation  for  combustion  gas  spraying. 


14-2 


installation. 

The  type  12E  Flame  Spray  Gun  (fig.  14-2)  can 
spray  metalizing  wires,  such  as  aluminum,  zinc, 
copper,  Monel,  nickel,  and  so  forth,  in  wire  sizes 
ranging  from  3/16-inch  down  to  20  gauge  using 
acetylene,  propane,  natural  gas,  manufactured 
gas,  or  MPS  as  the  fuel  gas.  The  wire  is  drawn 
through  the  gun  and  the  nozzle  by  a  pair  of  wire 
feed  drive  rollers,  powered  by  a  self-contained 
compressed  air  turbine.  At  the  nozzle,  the  wire 
is  continually  melted  in  an  oxygen-fuel  gas  flame. 
Then,  a  controlled  stream  of  compressed  air  blasts 
the  molten  tip  of  the  wire,  producing  a  fine  metal 
spray.  Systems  of  this  type  are  commonly  used 
to  spray  aluminum  wire  coatings  for  shipboard 
corrosion  control,  such  as  on  steam  valves, 
stanchions,  exhaust  manifolds,  deck  machinery, 
and  equipment  foundations. 

Powder-Oxygen-Fuel  Spray 

Figure  14-3  shows  a  powder  spray  gun.  The 
powder  feeds  by  gravity  through  a  metering  valve 
and  is  drawn  at  a  reduced  pressure  into  an 
aspirator  chamber.  From  the  chamber  the  powder 
is  propelled  through  the  flame  where  it  melts  and 
then  deposits  on  the  work  in  the  form  of  a  coating. 
The  Type  5P  Thermal  Spray  Gun  will  spray  metal, 
ceramic,  cement  and  exothermic  powders. 

Exothermic  coating  composites  are  materials 
that  produce  an  exothermic  (heat  evolved) 


INTERNAL 
METERING  VALVE 


POWDER  FLOW 
^CONTROL  VALVE 


OXYGEN 


AIR  CAP  BODY 

TRIGGER 


GAS  VALVE 
HANDLE 


Figure  14-3. 


*~*r 

-Type  5P  gravity  feed  oxygen-fuel  powder 
spray  gun. 


Figure  14-2.— Type  12E  spray  gun. 


reaction  from  their  chemical  creation.  These 
coating  materials  include  METCO  402  and  405 
wires  and  442,  444,  445,  447,  450  powders.  When 
the  composites  reach  a  certain  temperature  in  the 
spray  gun  flame,  they  react  to  form  nickel 
aluminide  and  produce  a  great  deal  of  heat.  Nickel 
and  aluminum,  for  example,  combine  to  produce 
nickel  aluminite  and  heat.  The  extra  heat  provided 
to  the  molten  particles  by  the  exothermic  reaction, 
coupled  with  the  high  particle  velocity  of  the 
thermal  spray  process,  accounts  for  the  self- 
bonding  characteristics  of  the  coating  and  its 
exceptional  strength. 

Exothermic  materials  are  often  referred  to  as 
one-step  coatings.  They  produce  self-bonding, 
one-step  buildup  coatings  that  combine  metal- 
lurgical bonding  with  good  wear  resistance.  They 
also  eliminate  the  need  for  separate  bond  and 
buildup  coatings. 

The  gravity  feed  oxygen  fuel  powder  spray  gun 
must  be  used  in  a  horizontal  position.  Deposit 
efficiencies  are  very  high,  almost  as  high  as  100% 
in  some  cases.  Only  a  minute  amount  of  the 
powder  is  lost  by  being  blown  away  or  consumed 
in  the  flame. 

PREPARING  THE  SURFACES 

We  cannot  overemphasize  the  importance  of 
proper  surface  preparation.  An  improperly 


14-3 


viii.iv/cu.  p«iu  ui  uiiv  jw,  it 

is  frequently  given  the  least  attention.  Quite  often, 
preparation  is  inadequate  simply  either  because 
proper  preparation  is  inconvenient  or  because  the 
necessary  equipment  is  not  available.  Great 
emphasis  is  placed  on  preparation  because  even 
the  best  and  most  elaborate  surface  preparation 
is  still  the  cheapest  part  of  the  job.  To  help  ensure 
a  quality  job,  be  sure  to  use  the  required  equip- 
ment and  prepare  the  surface  carefully  and 
thoroughly. 

Preparing  the  surface  involves  three  distinct 
operations:  (1)  cleaning,  (2)  undercutting,  and  (3) 
surface  roughening. 

Cleaning 

To  ensure  a  good  bond  between  the  sprayed 
coating  and  the  base  material  to  which  it  is 
applied,  be  sure  the  areas  to  be  coated  and  the 
adjacent  areas  are  free  from  oil,  grease,  water, 
paint,  and  other  foreign  matter  which  may 
contaminate  the  coating. 

SOLVENT  CLEANING.--Prior  to  blasting 
or  spraying,  clean  with  solvent  all  surfaces  that 
have  come  in  contact  with  any  oil  or  grease. 
(Vapor  degreasing  is  preferred,  but  you  may  use 
solvent  washing.)  When  using  solvent,  be  very 
careful  that  it  is  not  so  strong  that  it  attacks  the 
base  material;  do  NOT  leave  any  residue  film  on 
the  base  surfaces.  METCO-Solvent  Trichloro- 
ethane  O-T-620  and  Toluene  TT-548  are  suitable 
solvent  cleaners.  Because  of  the  flammable  and 


may  be  attacked  by  the  solvents. 


J-'M.l  IO    LlldL 


ABRASIVE   CLEANING.—  You   can   use 

abrasive  blasting  to  remove  heavy  or  insoluble 
deposits.  Do  not  use  for  surface  roughening 
operations  the  abrasive  blasting  equipment  that 
you  use  for  general  cleaning  operations. 

HEAT  CLEANING.—  Clean  porous  mate- 
rials that  have  been  contaminated  with  grease 
or  oil  with  a  solvent  and  then  heat  them  for 
4  hours  to  char  and  drive  out  the  foreign  materials 
from  the  pores.  Heat  steel  castings  at  550  °F 
(288  °C)  maximum;  heat  aluminum  castings, 
except  age  hardening  alloys,  at  300  °F  (149°C) 
maximum.  In  thin  sections,  use  lower 
temperatures  to  minimize  warpage. 

Undercutting 

To  obtain  a  satisfactory  thickness  of  metalized 
deposit  on  the  finished  job,  usually  you  need  to 
undercut  the  surface  to  be  built  up.  (See  fig.  14-4.) 
Undercutting  must  be  a  dry  machining  operation, 
as  any  cutting  lubricants  or  coolants  used  will 
contaminate  the  surface  of  the  workpiece.  When 
building  up  shafts,  be  extremely  careful  to  ensure 
that  the  undercut  section  is  concentric  to  the 
original  axis  of  the  shaft.  The  length  of  the  under- 
cut should  extend  beyond  both  ends  of  the  sleeve 
or  bearing  or  the  limits  of  the  carbon  or  labyrinth 
ring,  or  the  packing  gland  in  which  the  shaft  will 
operate.  However,  you  must  be  careful  not  to 


UNDERCUT  =MINIMUM  COAT  THICKNESS 
PLUS  WEAR  ALLOWANCE 


THICKNESS  OF  COAT 
EQUALS  UNDERCUT 
PLUS  FINISHING 
ALLOWANCE 


FINISHING 
ALLOWANCE 


ORIGINAL 
DIAMETER 


UNDERCUT 

*»TTT  r»     i 

SURFACE 
PREPARATION 

ofe  B     i 

BUILD  UP 

a  T  er  r>  n 

WffWWJnSfflWWM 
t 

FINISHED 
TO 

ORIGINAL 
DIAMETER 

OTCO   A 

Figure  14-4. — Major  steps  in  restoration  of  dimensions  with  thermal  spray. 


14-4 


l/Ul  31J.UU1U  UC 


CSUCUgill  \JL 


to  the  base  metal. 

The  depth  to  which  a  shaft  should  be  under- 
cut is  determined  by  a  number  of  factors.  Some 
of  these  factors  include  the  severity  of  service,  the 
amount  of  wear  expected  in  service,  the  depth  of 
metal  loss,  the  remaining  thickness  of  the  load 
carrying  member,  and  the  limits  of  the  particular 
coating.  In  general,  the  minimum  specified  depth 
of  undercutting  should  be  at  least  equal  to 
the  recommended  minimum  thickness  for  the 
particular  coating,  plus  the  wear  or  corrosion 
tolerance  for  the  application.  Undercutting  and 
surface  roughening  reduce  the  effective  structural 
cross  section  of  the  part  to  be  metalized.  Also, 
sharp  grooves  and  shoulders  without  a  fillet  or 
radius  may  produce  stress  risers.  A  stress  riser  is 
a  spot  on  a  part  where  stresses  have  been  set  up 
that  may  cause  the  part  to  fail.  When  you  prepare 
for  thermal  spraying,  carefully  examine  from  a 
design  standpoint  all  parts  subjected  in  service  to 
high  stresses,  shock  loads,  or  critical  applications 
to  determine  that  adequate  strength  is  maintained 
in  the  structure.  Metal  spray  deposits  cannot  be 
depended  upon  to  restore  such  qualities  as  tensile 
strength  or  resistance  to  fatigue  stress. 

NOTE:  Shot  peening  may  be  used  in 
applications  that  require  high  fatigue  resistance 
of  the  coating  system. 

Shot  peening  is  done  by  shooting  a  high-velocity 
stream  of  metal  or  glass  particles  suspended  in 
compressed  air  onto  the  metal  substrate.  Shot 
peening  is  normally  performed  by  dry  blasting 
with  cast  steel  shot  with  a  hardness  of  Rockwell 
C  40  to  50.  Steel  shot  must  not  be  used  on 
aluminum  or  stainless  steel;  glass  beads  should  be 
used  for  aluminum  or  stainless  steel  alloys.  When 
required,  shot  peening  is  performed  following 
machining  and  before  abrasive  blasting. 

Surface  Roughening 

After  undercutting  the  shaft,  you  must 
roughen  the  undercut  section  to  provide  a  bond 
for  the  metal  spray.  During  undercutting  and 
roughening,  do  NOT  use  a  lubricant  or  coolant. 
Keep  the  surface  clean  and  dry.  Even  touching 
the  surface  with  your  hands  will  contaminate 
it.  If,  for  any  reason,  the  surface  becomes 
contaminated,  you  must  thoroughly  clean  and 
degrease  it.  The  cleanliness  and  roughness  greatly 


^J.caiumc&s>  tu  cii&uic  aucqucuc 

bond  strength  for  the  service  to  which  the  part 
will  be  subjected.  Two  methods  of  surface 
roughening  are  (1)  abrasive  blasting  and  (2) 
macroroughening,  for  restoring  dimensions 
greater  than  1/2  inch  where  exothermic  materials 
cannot  be  used. 

ABRASIVE  BLASTING.— Prior  to  thermal 
spraying,  condition  the  surfaces  to  be  coated  by 
abrasive  blasting.  Blasting  pressure  is  normally 
60  to  80  pounds  per  square  inch  (psi)  for  suction 
type  equipment  and  the  nozzle-to-work  distance 
is  about  3  to  6  inches.  Blasting  must  not  be  so 
severe  as  to  distort  the  part.  The  required  amount 
of  surface  roughness  is  related  to  the  configura- 
tion (size  and  shape)  of  the  part.  Where  part 
configuration  permits,  a  roughness  of  200-300 
microinches  is  desired.  When  distortion  can 
occur,  such  as  with  thin  walled  sheet  metal  parts, 
reduce  the  roughening  as  necessary  to  a  minimum 
surface  roughness  of  63  microinches  and  regulate 
the  blasting  pressure  as  necessary. 

Abrasive  blasting  particles  used  for  surface 
preparation  may  be  either  angular  nonmetallic  grit 
(e.g.  aluminum  oxide)  or  angular  chilled  iron  grit. 
To  prevent  rusting,  the  abrasive  particles  cannot 
contain  any  feldspar  or  other  mineral  constituents 
which  tend  to  break  down  and  remain  on  the 
surface  in  visible  quantities.  Keep  chilled  iron  grit 
dry  during  storage  and  use.  Do  not  use  grit 
designated  for  coating  preparation  for  any  other 
purpose.  Use  the  following  ranges  of  grit  size  as 
a  guide  in  selecting  the  desired  grit. 


GRIT 

SIZE 

Coarse 


GRIT  SIZE 
MESH 


USE 


( - 10  to  +  30)  Use  where  the  coating  thickness 
will  be  greater  than  0.010",  and 
where  the  roughest  blasted  sur- 
face is  required 

Medium  ( - 14  to  H-  40)  Use  where  the  coating  thickness 
will  be  less  than  0.010",  and 
where  the  roughest  basted  sur- 
face is  not  required  or  cannot  be 
tolerated 

Fine  ( -  30  to  +  80)  Use  under  thin  coatings  which 
will  be  used  as  sprayed  or  fin- 
ished lightly  by  brush  blasting 

GENERAL  NOTES  ON  BLASTING.— 

Clean,  dry  air  is  essential.  Traces  of  oil  in  the  air 
which  cannot  be  readily  detected  can  seriously 


14-5 


on  the  blasted  surface.  A  distinct  dark  ring  after 
the  solvent  dries  usually  indicates  oil  in  the  air. 

Keep  the  blast  angle  within  10°  or  15°  from 
the  perpendicular.  Where  access  to  the  surface  is 
difficult  and  you  must  blast  from  a  steeper  angle, 
apply  the  spray  from  the  same  approximate  angle. 
If  you  blast  at  an  angle  from  one  direction  and 
spray  from  an  angle  in  the  other  direction,  the 
bond  strength  may  be  close  to  zero. 

Thorough  blasting  is  important.  It  is  good 
practice  to  blast  until  the  surface  appears  fully 
blasted,  and  then  to  blast  further  for  a  short 
period. 

MASKING  FOR  GRIT  BLASTING.— All 

areas  of  a  component  that  are  not  to  be  grit 
blasted  must  be  covered  and  masked  to  prevent 
damage  or  contamination  by  the  abrasive  blasting 
medium  and  debris.  Rebound  grit  from  the  walls 
of  the  blast  room  or  blast  cabinet  may  scratch  and 
damage  areas  of  the  work  which  are  not  to  be 
blasted  unless  they  are  adequately  covered. 
Masking  for  blasting  may  be  an  expensive  part 
of  the  operation  and  this  should  be  taken  into 
account  when  selecting  the  masking  method. 
Following  abrasive  blasting,  remove  any  masking 
material  that  is  unsuitable  for  use  as  a  masking 
material  for  the  thermal  spray  process  and  replace 
it  with  masking  material  suitable  for  thermal 
spraying. 

Metal  masks  and  blasting  jigs  are  commonly 
developed  for  this  purpose.  You  can  sometimes 
fit  the  work  into  a  jig  so  that  the  part  to  be  blasted 
is  the  only  part  exposed.  Where  necessary,  you 
must  use  additional  covers  or  metal  masks.  One 
great  disadvantage  in  using  metal  for  masking  in 
blasting,  however,  is  that  the  metal  mask  blasts 
away  rapidly  and  must  be  replaced  frequently. 

Rubber  has  proved  to  be  much  more 
successful  in  masking  for  blasting  purposes,  and 
you  should  use  it  wherever  possible.  Sometimes 
it  is  quite  practical  to  construct  whole  jigs  from 
blocks  of  rubber  rather  than  from  metal.  Rubber 
or  aluminum  masking  tape  is  very  satisfactory  for 
all  operations  where  hand  masking  can  be  done 
economically.  Since  rubber  is  not  cut  by  the 
blasting  operation,  you  can  use  rubber  jigs  almost 
indefinitely.  You  can  use  thin  rubber  tape  for 
heavy  blasting  protection. 

MACROROUGHENING.— Macroroughen- 

ing  is  a  lathe  operation  performed  on  bearing 
areas  of  shafts  or  similar  surfaces.  It  consists  of 


APPLYING  THE  COATING 

Applying  the  coating  consists  of  three  distinct 
procedures:  Masking,  spraying  the  coating,  and 
applying  a  sealant  to  the  coating. 

Masking  for  Spraying 

You  can  use  tapes,  liquid-masking  com- 
pounds, silicon  rubber,  or  metal  shielding  as 
thermal-spraying  masking  materials.  Tapes  used 
for  spray  masking  must  be  designed  for  high- 
temperature  use.  Masking  materials  must  not 
cause  corrosion  or  contamination  of  the  sprayed 
coatings. 

More  generally,  however,  masking  tape  and 
masking  compound  are  used  for  masking 
materials  to  be  sprayed.  Use  a  pressure  sensitive 
masking  tape  which  is  designed  to  withstand  the 
usual  spray  temperatures. 

Masking  compound  (METCO  or  equivalent) 
is  designed  for  masking  where  a  liquid  masking 
material  is  more  convenient.  It  is  a  water  soluble 
material  which  can  be  brushed  onto  any  surface 
to  prevent  the  adhesion  of  sprayed  material. 
Approved  masking  compound  will  not  run  or 
bleed  at  the  edges. 

You  may  also  use  masking  compound  to  pro- 
tect the  spray  booths  and  other  equipment  which 
is  subject  to  over  spray,  such  as  rotating  spindles, 
chucks,  lathes,  and  the  like.  When  you  use  mask- 
ing compound  for  this  purpose,  be  sure  to  clean 
the  surfaces  on  a  regular  schedule  and  reapply  the 
compound  since  it  will  eventually  dry  out  and  the 
sprayed  material  will  then  stick  to  the  substrate. 
For  instances  when  you  cannot  protect  holes, 
slots,  keyways,  or  other  types  of  recesses  by  tapes 
or  shields,  use  inserts  of  carbon,  metal,  or  rubber. 
Install  these  inserts  before  you  begin  abrasive 
blasting  and  spraying,  and  leave  them  in  place 
throughout  the  thermal  spray  operation.  Remove 
them  after  you  complete  the  surface  finishing  but 
before  you  begin  applying  the  final  sealer. 

Spraying  the  Coating 

Spray  the  component  using  the  specifications 
(gun-to-work  distance,  rotational  or  linear  speed 
of  the  gun  to  the  work  piece,  air,  fuel,  gas, 
primary  and  secondary  pressures,  and  power  out- 
put) contained  in  the  approved  procedure  for  the 
material  being  sprayed. 


14-6 


you  expect  more  than  15  minutes,  but  not  over 
2  hours  to  elapse  from  the  time  that  you  finish 
preparing  the  surface  until  you  begin  the  spraying 
operation,  or  if  the  part  must  be  removed  to 
another  location,  you  must  protect  the  prepared 
surface  from  oxidation,  contamination,  and  finger 
marks.  Clean  paper  (free  of  newsprint)  will  usually 
provide  adequate  protection. 

Whenever  possible  (or  practical)  preheat  the 
work  to  200  °-225  °F  to  eliminate  surface  moisture. 
Take  temperature  readings  with  a  contact 
pyrometer.  Do  NOT  use  temperature  sticks  or 
similar  devices  in  the  thermal  spray  area.  If  you 
preheat  with  a  gas  flame,  do  not  apply  the  flame 
directly  onto  the  area  to  be  sprayed  to  avoid 
possible  surface  oxidation  and  contamination 
from  carbon  deposits. 

To  safeguard  against  the  possibility  of  cracks 
that  may  occur  in  the  sprayed  deposit  due  to  a 
difference  in  the  expansion  rates  of  the  substrate 
and  the  sprayed  metal,  do  not  spray  on  substrates 
with  a  temperature  below  60  °F. 

Interrupt  the  spraying  operation  only  to 
measure  thickness  or  temperature,  to  change 
spraying  material  from  bond  or  undercoat  to 
finish  coat,  or  to  permit  cooling  to  prevent 
overheating.  During  spraying,  do  not  allow  the 
temperature  of  the  work  to  exceed  350  °F  or  the 
tempering/aging  temperature  of  the  substrate, 
whichever  is  lower.  For  cooling  use  a  blast  of 
clean  air,  carbon  dioxide,  or  other  suitable  gas 
introduced  near  but  not  directly  on  the  area  being 
sprayed. 

In  general,  keep  the  direction  of  the  metal 
spray  as  close  as  possible  to  a  90°  angle 
to  the  surface  being  coated  and  never  less  than 
45°.  Apply  the  coating  in  multiple  passes 
of  0.005  ±  0.001  inch  for  wire  spray  and 
0.003  ±  0.001  inch  for  powder  spray.  Cover  the 
entire  prepared  surface  with  a  pass  of  spray  before 
proceeding  to  the  next  pass. 

When  you  use  the  macroroughening  method 
of  surface  preparation,  apply  at  least  the  first  four 
layers  of  deposited  metal  in  each  direction  with 
the  spraying  stream  directed  at  45  °  to  the  perpen- 
dicular, alternately  from  left  to  right,  in  order  to 
deposit  metal  onto  each  face  of  the  thread.  Then 
complete  the  work  by  spraying  at  a  right  angle 
to  the  surface. 

For  cylindrical  parts,  direct  the  spray  stream 
at  the  axis  at  all  times.  Coat  the  part  at  a 
rotational  speed  of  40  to  100  surface  feet  per 
minute  or  as  otherwise  specified. 


J.  *    -  

in  excess  of  that  required  for  finished  dimensions 
on  the  surface  to  provide  for  machining  or 
grinding.  To  help  ensure  a  proper  buildup,  follow 
the  coating  manufacturer's  recommendations. 

Allow  the  work  to  cool  normally  to  room 
temperature  after  spraying.  If  it  is  necessary  to 
cool  the  work  more  quickly,  direct  an  air  blast 
against  it.  Do  not  quench  the  work  with  a  spray 
of  water  or  other  liquid. 

Applying  the  Sealant 

To  prevent  corrosive  attack  or  fluid  leakage, 
sprayed  coatings  must  be  treated  with  a  sealant. 
The  particular  sealant  selected  will  depend  on  the 
maximum  use  temperature  of  the  component  and 
the  purpose  of  sealing  the  coatings.  Apply 
the  sealant  after  spraying  and  before  finish 
machining.  For  severe  applications,  apply  a 
sealant  again,  following  finish  machining. 

Sealants  used  in  thermal  spray  processes  may 
be  of  the  following  types: 

1.  Paraffin  wax 

2.  Resins 

a.  Air  dried 

b.  Baked  (heat  cured) 

c.  Pressurized 

d.  Vacuum  impregnated 

3.  Inorganic 

FINISHING  THE  SURFACE 

The  structure  of  sprayed  metal  deposits  is 
granular  rather  than  homogeneous.  In  spraying, 
the  minute  particles  of  metal  strike  the  surface  at 
high  velocity,  flatten  out,  and  built  up  on  each 
other.  This  structure,  which  by  its  relatively  low 
coefficient  of  friction  and  high  oil-retaining 
qualities  makes  sprayed  metal  ideal  for  all 
bearing  surfaces,  creates  a  problem  in  finishing. 
Experimentation  and  research  indicate  that  if  you 
understand  and  appreciate  the  characteristics  of 
sprayed  metals,  you  can  machine  and  grind  them 
in  the  toolroom  or  on  the  production  line  with 
less  trouble  than  you  have  with  many  alloy 
materials  in  solid  or  wrought  form. 

A  machinist  unfamiliar  with  sprayed  metal  will 
grind  the  tool  bit  and  set  it  according  to  past 
experience  with  a  similar  metal  in  its  solid  or 
wrought  form.  As  a  result,  crumbly  chips  similar 
to  those  from  cast  iron  will  occur  regardless  of 


14-7 


porous. 

A  grinding  wheel  operator  will  tend  to  use  the 
grain  and  grade  of  wheel  he  or  she  uses  on  the 
same  material  in  wrought  form.  Regardless  of  the 
manner  in  which  the  operator  dresses  the  wheel, 
it  will  load  up  immediately  and  produce  a  spiralled 
and  discolored  surface.  If  the  operator  continues 
and  attempts  to  remove  stock  with  a  loaded  or 
glazed  wheel,  surface  checks  that  cannot  be 
removed  will  appear.  Sufficient  working  data  for 
both  machining  and  grinding  are  available  to 
permit  production  finishing  of  all  of  the 
commercially  used  metals  that  have  been 
developed  for  thermal  spraying.  Naturally,  some 
finish  better  than  others,  but  commercial  finishes 
within  commercial  tolerances  can  and  are  being 
obtained  on  all  thermal  spray  alloys. 

Because  of  the  possibility  of  plucking  out 
individual  particles  during  the  finishing  operation, 
the  finishing  specifications  are  more  important 
with  sprayed  coatings  than  with  solid  materials. 
With  many  sprayed  materials,  maintaining 
grinding  wheel  sharpness,  for  instance,  and 
adhering  to  proper  feeds  and  speeds  may  be  quite 
critical.  Most  applications  for  sprayed  materials 
consist  of  fairly  thin  coatings  sprayed  over  a 
substrate.  Grinding  and  finishing  operations 
should  take  this  into  account  and  avoid 
overheating  the  coatings  or  seriously  deflecting 
them.  For  instance,  if  the  coating  material  is  a 
refractory  material  with  low  heat  conductivity, 
there  is  some  danger  of  developing  hot  spots 
during  grinding.  Machinists  who  are  accustomed 
to  grinding  metals  are  cautioned  to  grind  slowly 
enough  and  apply  sufficient  coolant  to  avoid  local 
overheating  of  such  materials.  Where  a  thin 
coating  has  been  applied  over  a  relatively  soft 
substrate,  the  finishing  operations  must  be  done 
in  a  way  to  avoid  loads  on  the  coating  that  could 
seriously  deflect  it. 


Requirements 

Thermal  sprayed  coatings  differ  enough 
from  the  same  materials  in  wrought  form  that 
different  grinding  wheel  and  finishing  tool 
recommendations  are  almost  always  required. 
Therefore,  the  choice  of  tools  and  wheels  should 
NOT  be  based  on  experience  with  the  parent 
material  in  wrought  or  cast  form.  Selection  of  the 


Softer  coatings  are  often  finished  by  machining 
with  a  carbide  tool,  using  speeds  and  feeds  for 
cast  iron.  Harder  coating  materials  are  generally 
finished  by  grinding. 

Wheels  with  coarse  grain  and  low  bond 
strength  are  used  to  grind  sprayed  coatings  to 
prevent  loading  the  wheel.  Wet  grinding  is  usually 
recommended  over  dry  grinding  if  the  proper 
wheel  is  used.  When  a  coolant  is  used,  it  should 
contain  a  rust  inhibitor,  and  it  must  be  kept  clean 
and  free  of  foreign  matter.  The  grinding  wheel 
must  not  remain  immersed  in  the  coolant  because 
it  will  become  unbalanced  due  to  the  absorption 
of  moisture. 

Always  consult  and  follow  the  coating 
manufacturer's  finishing  recommendations  when 
you  select  the  finishing  technique,  including  the 
proper  tool,  feeds  and  speeds. 

Remove  masking  materials  before  you  begin 
surface  finishing,  and  finish  the  part  to  the 
dimensions  required  by  the  specification  or 
drawing. 

Where  finishing  difficulties  do  arise  even 
though  you  have  followed  proper  finishing 
techniques,  review  the  spraying  operation  it- 
self. It  is  quite  obvious  that  if,  for  instance, 
particles  pluck  out,  the  fault  may  not  be  in 
the  grinding  but  rather  in  substandard  coatings. 
Excessive  moisture  or  oil  in  the  air  supply 
during  the  spraying  operation  can  cause  this 
trouble.  Using  the  wrong  gun-to-work  distance 
and  spraying  at  the  wrong  angle  to  the  substrate 
surface  are  typical  faults  which  may  affect  the 
structure  of  the  coating  adversely  and  cause 
finishing  difficulties. 


Machining 

The  sprayed  coating  stream  has  an  appreciable 
area  (approximately  3/8  to  1/2  inch  in  diameter). 
Therefore,  the  sprayed  coating  cannot  be 
terminated  sharply  at  the  end  of  the  undercut 
section.  At  the  end  of  the  undercut  section  (at  the 
shoulders  in  the  case  of  a  shaft),  the  coating  will 
build  up  on  top  of  the  surface  adjacent  to  the 
undercut  just  as  thick  as  in  the  undercut.  If  the 
undercut  is  1/8  inch,  then  something  over  1/8  inch 
of  sprayed  material  will  be  built  up  at  the 


14-8 


because   it   requires   special   attention   during 
machining. 

The  buildup  at  the  shoulder  usually  has  a 
ragged  edge  and,  if  the  tool  is  set  to  "hog  it  off", 
the  sprayed  material  will  crack  off  in  chunks, 
possibly  starting  a  crack  which  will  penetrate  the 
main  section  of  the  coating.  To  avoid  this  trouble, 
it  is  good  practice  to  remove  the  ragged  edge  by 
machining  it  separately,  with  a  series  of  fairly  thin 
cuts,  until  the  surface  is  nearly  down  to  the 
shoulder  before  proceeding  to  take  the  full  cut 
across  the  entire  surface.  (See  figure  14-5.) 

A  general  guide  to  finishing  is  to  avoid  apply- 
ing pressure  in  directions  that  tend  to  lift  the 
coating  from  the  workpiece.  In  many  cases,  a 


uiau    LI   is   in    service,     me    pio- 
cedures  described  above  minimize  the  machining 

stresses. 

Machining  sprayed  metal  is  not  difficult. 
Carbide  tools  are  necessary  for  the  harder 
materials.  A  tungsten  carbide  tool  bit,  sharpened 
for  cast  iron,  will  be  satisfactory.  Since  the 
sprayed  coating  contains  hard  oxides,  even 
the  softer  sprayed  metals  which  can  easily  be 
cut  with  high-speed  steel  tools,  have  an  abrasive 
action  on  the  tool  tip.  High  work  speed,  slow 
traverse  and  light  infeed  are  required.  When 
it  is  necessary  to  hold  a  dimension  to  a  tight 
tolerance,  you  must  take  tool  bit  wear  into 
account.  Carbide  tools  have  been  found  to  be 
more  satisfactory  than  softer  tools  for  machining 
most  sprayed  metals. 


For  Steps  }  and  2,  use  *am«  RPM  as  for  preheof,  with  ilow  feed  and  light  infeed. 
Use  tungsten  carbide  tool  bit. 

ENDS  Of  COATING  TEND  TO 

LIFT  FROM  MASKED  AREA. 
CROSS  SECTION  OF  SPRAYED  COATING. 


1.     FIND   HIGH  SPOT  OF  COATING. 


DIRECTION  OF  FEED. 


2.  HANOFEED  TOOL  TO  CUT  CONTINUOUS 
OR  STEPPED  CHAMFER,  BOTH  ENDS 
FLASH  WILL  BREAK  OFF. 


COATING   AFTER  STEP  2. 


777777777 


COATING  AFTER  STEP  3. 

7777777777 


3.     MACHINE  OFF  AREAS  MARKED  "A".  A.    MACHINE  TO  REQUIRED  DIAMETER.    USE 

FEED  TOOL  FROM  CENTER  TO  OUTSIDE.  SPEEDS  AND  FEEDS  FOR  CAST  IRON. 

INFEED  NOT  TO  EXCEED  .010"    PER  PASS  KEEP  TOOL  BIT  SHARP. 


5.    MACHINE  DRY. 


6.     LEAVE  THE  PIECE  IN   THE  LATHE  UNTIL.  EDGES  OF  COATING  ARE  FINISHED. 


Figure  14-5.— Finishing  machining  of  a  thermal  spray  coating. 


14-9 


Figure  14-6  illustrates  proper  tool  configura- 
tion for  machining  sprayed  materials.  Do  not 
follow  the  usual  rules  that  apply  to  the  use  of 
carbide  tools  for  heavy  machining  work  since  they 
do  not  apply  to  machining  sprayed  materials.  For 
instance,  when  you  machine  sprayed  materials, 
it  is  never  necessary  to  take  a  cut  deeper  than 
about  0.025".  The  side  cutting  angle  (see 
figure  14-6)  is  not  important  since  the  cutting  is 
done  by  the  tool  on  the  radius  at,  the  nose  of  the 
tool.  No  back  rake  is  required,  but  it  may  be  as 
much  as  8°. 

Grinding 

Wherever  the  ground  surface  is  to  be  used 
for  a  journal  or  bearing  surface  it  is  most 
important  that  the  final  surface  is  clean  and  not 
contaminated  with  grinding  abrasive.  While  such 
surfaces  can  be  cleaned  by  scrubbing  after 
grinding,  it  is  often  much  more  satisfactory  to  seal 
the  surface  prior  to  grinding.  Sealers,  such  as 
METCO-SEAL  AP  and  METCO  185  Sealer,  have 
been  developed  for  this  purpose.  The  use  of 
sealants  before  grinding  prevents  contamination 
of  the  pores  of  the  sprayed  coating  and  also  helps 
to  provide  a  cleanly  ground  surface  instead  of  a 
surface  with  the  particles  smeared  or  drawn  into 
feathers. 

Always  use  heavy  grinding  equipment  with 
carefully  trued  concentric  wheels.  (See  fig.  14-7.) 
Pounding  from  an  eccentric  wheel  or  vibration 


Figure  14-7. — Lathe  grinder  for  dry  grinding  of  thermal 
spray  coating. 


due  to  the  use  of  equipment  that  is  too  light  for 
the  job  will  damage  the  coatings  or  produce  a  poor 
finish. 

Wet-grinding  is  recommended  whenever 
suitable  equipment  is  available.  When  proper 
equipment  is  used,  no  special  difficulties  arise  in 
grinding  sprayed  materials  as  compared  to 
grinding  these  same  materials  in  other  forms.  Of 
course,  you  must  pay  attention  to  the  special 
problems  resulting  from  the  structure  of  sprayed 
materials  as  discussed  earlier.  Remember  that 


NO    SIDE 
RAKE  ANGLE 


7°SIDE  RELIEF 
'      ANGLE 


BACK  RAKE 

ANGLE  8°  MAX. 


B 


0°  BACK  RAKE  ANGLE 


7 


NOSE  RADIUS 


SIDE  CUTTING 
EDGE  ANGLE 


END  COATING 
EDGE  ANGLE 

\\\\\V\\VA\ 
15° 


NOSE  RADIUS 


END  CUTTING 
EDGE  ANGLE 


Figure  14-6.— Cutting  tool  angle  for  machining  a  thermal  spray  metal  coating. 


need  to  use  the  different  wheels,  feeds,  speeds, 
and  so  on  suggested  in  the  coating  manufacturer's 
recommendations . 

The  softer  sprayed  materials,  particularly  the 
sprayed  metals,  tend  to  "load"  a  wheel.  The  use 
of  wheels  with  relatively  coarse  grain  and  low 
bond  strength  is  necessary  for  such  materials  so 
that  the  wheel  will  break  down  before  loading. 

Thoroughly  clean  ground  surfaces  after  you 
grind  them  whenever  the  surface  is  to  be  used  as 
a  journal  surface  or  a  surface  that  will  mate  to 
another  machined  part.  This  procedure  is 
emphasized  because  the  porous  structure  of  most 
sprayed  coatings  are  more  inclined  to  retain 


ensure  clean  final  surfaces. 

Figures  14-8,  14-9,  and  14-10  illustrate  the 
proper  techniques  for  finishing  key  ways,  holes 
and  other  openings,  and  the  ends  of  coatings. 


CONTACT  ELECTROPLATING 

Contact  electroplating  (brush-on)  is  a  method 
of  depositing  metal  from  concentrated  electrolyte 
solutions  without  the  use  of  immersion  tanks.  The 
solution  is  held  in  an  absorbent  material  attached 
to  the  anode  lead  of  a  d.c.  power  pack.  The 
cathode  lead  of  the  power  pack  is  connected  to 


1.  FINISH  COATING  TO  REQUIRED  DIAMETER. 

2.  FILE  OR  GRIND  CHAMFER  ON  KEYWAY  THROUGH  EDGE  OF  COATING  TO  BASE  METAL. 


COATING 


When  filing  or  grinding, 
always  work  in  direction 
which  pushes  the  coating 
against  the  part. 


COATING 


3.     FINISH  CHAMFER  AS  SHOWN  BELOW. 


BREAK  SHARP 
CORNERS 


ABOUT  60° 


4.  REMOVE  SPRAYED  METAL  FROM  SIDES 
AND  BOTTOM  OF  KEYWAY  WITH  CHISEL. 
OR  SCREWDRIVER. 


Sprayed  metal  is  brittle.  It  is  important  to  relieve  the  edges  of  the  coating 
around  a  keyway  so  that  when  the  part  is  put  back  in  service,  the  key  cannot 
bear  on  the  coating  edge  and  break  pieces  out  of  it. 

Figure  14-8. — Finishing  key  ways. 


14-11 


1.  FINISH  COATING  TO  REQUIRED  DIMENSION. 

2.  FILE  OR  GRIND  CHAMFER  THROUGH  EDGE  OF  COATING  TO  BASE  METAL. 

GRINDING  FILING 

PRESSURE     ?\  -     PRESSURE 

SHAFT  WITH  BORE 


USE  BALL  POINT 


3.     FINISH  CHAMFER. 


BREAK  SHARP 
CORNERS 


COATING 


4.     CLEAN  ALL  LOOSELY  ATTACHED 
PARTICLES  OUT  OF  BORE. 


Base 

When  ground  with  ball  point, 
this  surface  will  not  be  flat. 
This  is  satisfactory. 


BREAK  SHARP 
CORNERS 


REMOVE     OVERSPRAY 

WITH    SCRAPER      OR 

SCREWDRIVER 


The  edges  of  the  coating  must  be  relieved  around  oil  holes,  slots  or  other  openings 
in  the  part,  so  that  there  is  no  possibility  of  pieces  of  sprayed  metal  breaking  off 
and  getting  between  mating  surfaces. 

CAUTION:   Clean  the  metallized  piece  thoroughly  before  putting  it  back  in  service. 
Any  loose  particles  of  sprayed  metal  might  cause  trouble. 

Figure  14-9. — Finishing  holes  and  other  openings. 


the  workplace  to  provide  the  ground,  completing 
the  plating  circuit.  Electroplating  deposits  metal 
by  contact  of  the  anode  with  the  work  area. 
Constant  motion  between  the  anode  and  the  work 
is  required  to  produce  high  quality  uniform 
deposits. 

Contact  electroplating  (also  referred  to  as 
contact  plating)  can  be  used  effectively  on  small 
to  medium  size  areas  to  perform  the  same 
functions  as  bath  plating;  for  example,  corrosion 
protection,  wear  resistance,  lower  electrical 
contact  resistance,  repair  of  worn  or  damaged 
machine  parts,  and  so  forth.  This  process  is  not 
recommended  to  replace  bath  plating.  However, 
there  are  some  advantages  which  make  contact 


electroplating  superior  to  bath  plating  in  some 
situations: 

©  The  equipment  is  portable;  plating  can 
often  be  done  at  the  job  site. 

©  It  can  reduce  the  amount  of  masking  and 
disassembly  required. 

*  It  permits  plating  of  small  areas  of  large 
assembled  components  or  parts  too  large  for 
available  plating  tanks. 

•  By  plating  to  the  required  thickness,  it  can 
often  eliminate  finish  machining  or  grinding  of 
the  plated  surface. 


14-12 


A.    COATING  IN  MIDDLE  OP  SHAFT  OR  BORE 

1.  IF  COATING  FINISHES  FLUSH  AND  SMOOTH,  NO  FURTHER  WORK  IS  REQUIRED. 

2.  IF  COATING  FINISHES  ABOVE  SURFACE  OF  PART,  CHAMFER  EACH  END  AT  ABOUT 
45° 


RIGHT  WRONG 

B.     COATING  AT  END  OF  SHAFT  OR  BORE 

1.  IF  COATING  FINISHES  FLUSH  AND  SMOOTH.  NO  FURTHER  WORK  IS  REQUIRED. 

2.  IF  COATING  FINISHES  ABOVE  SURFACE  OF  PART,  CHAMFER  END  AT  ABOUT  45° 

BREAK  SHARP 
CORNERS 


CHAMFER 


RIGHT 
3.     IF  NO  SHOULDER.  CHAMFER  AT  ABOUT  45°. 

BREAK  SHARP 
/CORNERS 


WRONG 


RIGHT 


WRONG 


The  ends  of  the  coating  must  be  finished  off  so  that  there  is  no  load  on  any  edge 
of  the  sprayed  coating  when  the  part  is  put  back  in  service. 

Figure  14-10.— Finishing  the  ends  of  coating. 


•  Damaged  or  defective  areas  of  existing 
plating  can  be  touched  up,  instead  of  complete 
stripping  and  replating  of  the  entire  part. 

Although  the  contact  electroplating 
equipment— power  pack,  plating  tools,  solutions, 
plating  tool  coverings — are  discussed  in  detail 
throughout  this  chapter,  the  following  sections 
contain  brief  descriptions  which  you  need  at  this 
point. 

INTRODUCTORY  INFORMATION 

The  following  paragraphis  provide  an  over- 
view of  the  electroplating  process  before  we  begin 
more  detailed  discussions. 


Power  Pack 

Contact  plating  power  packs  are  available  in 
direct  current  output  ranges  of  0-15  amperes  at 
0-20  volts  to  0-150  amperes  at  0-40  volts.  These 
power  packs  operate  on  115-  or  230-volt  60-Hz 
single-  or  three-phase  a.c.  input. 

The  intermediate  sizes,  25  to  100  ampere 
maximum  output,  are  most  commonly  used.  The 
units  in  this  range  are  portable,  weighing  less  than 
150  Ibs,  yet  can  provide  the  required  power  for 
most  shipboard  and  shop  work.  A  unit  in  the 
60-  to  100-ampere  range  is  recommended  as  basic 
contact  plating  shop  equipment.  Even  though 
subsequent  workload  demand  may  require 


14-13 


supplementing  it  with  smaller  or  larger  units,  a 
unit  of  this  size  will  always  remain  useful. 

Plating  Tools 

Contact  plating  tools  consist  of  a  stylus  handle 
with  a  conductive  core,  which  is  insulated  for 
operator  safety,  and  an  insoluble  anode  normally 
of  high  quality  graphite.  Since  considerable  heat 
is  generated  during  plating  operations  there  must 
be  a  means  of  cooling  the  plating  tool.  The 
handles  of  plating  tools  have  cooling  fins  to 
dissipate  heat.  In  some  cases,  large  tools  may 
require  the  use  of  plating  solution  or  water  as  a 
cooling  medium.  Graphite  anodes  are  brittle  and 
are  not  practical  for  use  in  locations  where  a  very 
small  diameter  anode  is  required.  For  plating  holes 
less  than  1/2  inch  in  diameter,  or  narrow  slots  and 
keyways,  anodes  made  of  90%  platinum  and  10% 
iridium  material  are  recommended. 

The  removable  anodes  are  available  from  the 
equipment  manufacturers  in  a  wide  range  of 
standard  sizes  and  three  basic  shapes:  cylindrical 
or  convex — for  plating  inside  diameters; 
concave — for  outside  diameters;  and,  flat  or 
spatula  shaped. 

Graphite  material  may  also  be  purchased  for 
manufacturing  special  tools. 

Solutions 

The  solutions  used  in  contact  plating  include 
preparatory  solutions  for  cleaning  and  activating 
the  surface  to  be  plated,  plating  solutions  for 
depositing  pure  or  alloy  metals,  and  stripping 
solutions  for  removing  defective  plating.  These 
solutions  are  manufactured  and  sold  by  the 
process  equipment  manufacturers.  Solutions  of 
any  trade  name  can  be  used  if  the  deposits  meet 
the  applicable  plating  specification  and  if  they  are 
certified  by  procedure  tests.  However,  plating  and 
preparatory  solutions  of  different  manufacturers 
must  not  be  used  for  the  same  plating  job. 

For  plating  operations,  solution  is  either 
poured  into  shallow  glass  or  plastic  dishes  or 
beakers  for  dipping  or  into  a  pump  for  dispensing 
through  solution-fed  tools. 

Plating  Tool  Coverings 

Cotton  batting  of  surgical  grade  U.S. P.  long 
fiber,  sterile  cotton  is  the  most  common  tool 
covering.  It  is  fastened  to  the  anode  to  hold  and 
distribute  the  solution  uniformly.  Cotton  batting 
alone  can  be  used  for  jobs  involving  a  few  short 


preparing  and  plating  operations  or  to  ensure 
maximum  tool  to  workpiece  contact  for  plating 
in  corners  or  on  irregularly  shaped  areas.  When 
longer  tool  cover  life  is  desired,  cotton,  Dacron 
or  cotton-Dacron  tubegauze  sleeving  should  be 
used  over  the  cotton  batting.  In  addition  to  cotton 
batting  and  tubegauze,  Dacron  batting,  Pellon 
and  treated  "Scotchbrite"  may  also  be  used  as 
plating  tool  coverings. 


Operator  Qualification 

Only  qualified  operators  are  permitted  to 
perform  production  plating.  The  plating  shop  and 
the  quality  control  department  maintain  a  list  of 
qualified  operators.  Qualification  of  operators  is 
the  responsibility  of  the  performing  activity  and 
is  based  on  the  operator's  ability  to: 

1 .  Successfully  complete  a  process  equipment 
manufacturer's  training  course,  in-house  training 
course,  or  other  approved  training  course.  To 
qualify  the  operator  must  show  proficiency  in  the 
contact    plating    process    which    includes    the 
following: 

a.  Preparation  of  a  metal  surface  for 
contact  plating 

b.  Selection  of  the  proper  power  settings, 
tools  and  solution 

c.  Proper  masking  technique 

d.  Proper  plating  technique 

e.  Calculation  of  plating  thickness 

f.  Proper  surface  finishing  technique 

2.  Successfully  plate  mock-ups,  simulating 
typical  plating  work  required  at  the  facility,  to  the 
specified  quality  requirements  and  thickness  range 
indicated  in  MIL-STD-2197(SH). 

Completion  of  an  approved  training  course 
and  certification  will  not  always  assure  that  the 
operator  is  skilled  enough  to  do  all  jobs  that  he 
or  she  may  encounter.  Much  of  the  required  skill 
can  be  gained  only  from  actual  plating  experience. 
Newly  trained  and  certified  operators  should 
generally  work  under  the  guidance  of  an 
experienced  operator  for  a  minimum  of  30  days. 
If  there  are  no  experienced  operators  at  the 
facility,  experience  can  be  gained  by  limiting  the 
plating  work  to  simple  applications  at  first, 
avoiding  jobs  requiring  heavy  plating  buildup, 
especially  for  critical  and  rubbing  contact  applica- 
tions, and  gradually  progressing  to  more  difficult 
tasks.  In  either  event,  the  plating  vendor  or 
distributor  should  be  consulted  whenever  plating 


VCUUUJL  aci vices  amjiuu  uc  u&cu 

to  assist  with  the  actual  plating  and  to  provide 
on-the-job  training. 

Health  and  Safety  Precautions 

The  plating  solutions  may  be  poisonous  and 
may  produce  fumes  which  are  irritating  to  the 
eyes.  For  these  reasons,  you  must  take  the  follow- 
ing precautions. 

•  You  MUST  wear  safety  glasses  or  a  face 
shield,  rubber  gloves  and  a  rubber  apron  or 
laboratory    clothing    at    all    times    when 
electroplating. 

•  NEVER  let  your  skin  come  in  contact  with 
the  solutions.  If  you  do  contact  a  solution,  wash 
your  skin  thoroughly  with  soap  and  water. 

•  When  electroplating  in  air  conditioned 
compartments,    nonventilated    compartments, 
confined  areas  of  ventilated  compartments,  or  in 
compartments  with  only  minimal  ventilation,  be 
sure  that  portable  ventilation  exhaust  blowers  are 
installed  and  operating  BEFORE  you  begin. 
Direct  the  exhaust  hose  from  these  blowers  to  an 
adequately  sized  exhaust  terminal  or  discharge 
directly  to  the  weather  where  practical. 

•  Ensure  that  warning  signs  are  posted  near 
the  operation  to  warn  personnel  that  toxic  and 
poisonous  chemicals  are  being  used. 

•  Adhere  strictly  to  the  safety  precautions 
noted  in  the  caution  plate  on  the  equipment  or 
specified    in    the    manufacturer's    operation 
procedures. 

©  Wear  resperators  of  the  proper  type  dur- 
ing all  plating  operations. 

Terminology 

Contact  electroplating  is  highly  technical  and 
introduces  many  terms  of  which  you  probably 
have  little  knowledge.  The  next  few  pages 
contain  definitions  which  you  will  need  as  you 
study  the  process  of  contact  electroplating.  Read 
them  carefully  and  then  refer  to  them  as  you 
progress  through  the  remainder  of  the  chapter. 

ACTIVATE:  Removing  passive  film  which  is 
normally  present  or  which  forms  quickly  on 


follow. 


improves  aunesion  01  ine  piaung  10 


ADHESION:  The  degree  to  which  an 
electroplate  is  bonded  or  "sticks"  to  the  base 
material. 

ANODIZED  COATING:  An  oxide  coating 
formed  on  aluminum  by  making  it  the  anode  in 
an  appropriate  solution.  Thickness  varies  from 
0.000020  to  0.001  inch  depending  upon  the 
application. 

ALLOY:  Metallic  combination  of  two  or  more 
elements. 

ALTERNATING  CURRENT  (a.c.):  Elec- 
trical current  that  changes  direction  of  current 
flow,  usually  60  times  per  second. 

AMPERE-HOURS  (also  AMP-HR  or  Ah):  A 
measure  of  a  total  quantity  of  electrical  current. 
Comparable  to  a  quantity  or  volume  of  water. 

AMPS,  AMPERES,  or  AMPERAGE:  A 
measure  of  the  quantity  of  electrical  current 
flowing  through  a  conductor  such  as  wire  or  a 
conductive  solution.  Comparable  to  the  rate  (gal 
per  minute)  at  which  water  flows  through  a  pipe. 

ANODE:  Positive  terminal  in  a  conductive 
solution.  Metal  ions  in  the  solution  flow  away 
from  the  positive  terminal.  In  the  reverse 
direction,  the  workpiece  is  positive  and  there  is 
a  tendency  to  remove  material  or  "etch"  the 
workpiece.  In  the  forward  direction,  the 
workpiece  is  negative  and  metal  ions  flow  to  the 
part;  that  is,  the  workpiece  is  plated. 

ANODE-TO-CATHODE  SPEED:  The  rate 
of  movement  of  the  plating  tool  relative  to  the 
surface  being  plated.  The  relative  movement  can 
be  obtained  by  moving  the  tool,  by  moving  the 
workpiece,  or  by  moving  both. 

ANODIC    CORROSION    PROTECTION: 

Corrosion  protection  offered  by  a  deposit  more 
reactive  than  the  base  material.  The  deposit 
corrodes,  rather  than  the  base  material.  The 
coating  therefore,  does  not  have  to  be  pore-free. 

BAKE:  Heating  a  part  for  several  hours  at 
approximately  400  °F,  usually  to  remove  en- 
trapped gases  such  hydrogen. 


14-15 


BATH  PLATING:  Electroplating  by  im- 
mersing the  workpiece  in  a  tank  of  plating 
solution. 

BHN:  Brinell  Hardness  Number. 

BURNED  DEPOSIT:  A  loose,  powdery, 
defective  deposit  applied  by  improper  plating. 
Burned  deposits  tend  to  occur  first  at  high 
current  density  areas,  such  as  masked  edges  and 
sharp  external  corners,  and  can  be  recognized  by 
being  distinctly  darker  in  color.  A  burned  deposit 
can  be  covered,  but  additional  layers  will  not 
adhere  well  to  the  burned  layer  and  the  final 
surface  will  be  rougher.  Moderate,  localized 
burning  can  be  tolerated  in  most  applications. 
Severe,  overall  burning  requires  that  the  plating 
operation  be  stopped  to  allow  for  chemical  or 
mechanical  removal  of  the  burned  layer.  Plating 
then  can  be  resumed  after  the  surface  is  properly 
prepared. 

CARBURIZED:  Case  hardened  by  impreg- 
nating carbon  in  the  surface  of  a  part  and  then 
heat  treating  the  part. 

CASE  HARDEN:  Hardening  an  iron  base 
alloy,  such  as  steel  or  cast  iron,  so  that  the 
surface  layer  or  case  is  substantially  harder  than 
the  interior. 

CATHODE:  Negative  terminal  in  an  electro- 
lyte. Metal  in  an  electrolyte  flows  to  the  negative 
terminal.  In  the  "forward"  or  plating  direction, 
the  workpiece  is  negative  and  metal  flows  to  it. 

CATHODE  EFFICIENCY:  The  percentage 
of  current  flow  (amperes)  or  quantity  of  current 
(ampere-hours)  used  to  electroplate  metal.  (See 
NOBLE  METALS.) 

CATHODIC  CORROSION  PROTECTION: 
Corrosion  protection  offered  by  a  deposit  more 
reactive  than  the  base  material.  The  deposit  must 
be  pore-free,  to  prevent  the  base  material  from 
corroding  in  preference  to  the  coating. 

CHROMATE  COATING:  A  coating  applied 
on  many  metals,  often  zinc  and  cadmium.  The 
color  of  the  coating  varies  from  almost 
transparent  to  yellow  or  brown.  It  is  applied  for 
additional  corrosion  protection,  for  decorative 
reasons,  or  as  a  base  for  paints. 

COHERENT:  Holds  firmly  together  as  one 
piece;  has  high  resistance  to  breaking  apart  in 
pieces. 


CONSTANT  FACTOR:  The  factor  (see 
factor)  is  constant  and  is  not  affected  by  plating 
conditions,  such  as  current  density,  temperature, 
etc.  A  certain  number  of  amp-hr,  therefore, 
always  deposits  a  certain  volume  of  metal  from 
the  solution. 

CONTACT  AREA:  The  area  of  contact  made 
by  a  plating  tool  on  the  workpiece;  measured  in 
square  inches. 

CURRENT  DENSITY:  The  plating  current 
being  passed  per  square  inch  of  contact  area.  The 
value  is  determined  by  dividing  the  plating 
current  by  the  contact  area.  When  10  amps  are 
drawn  with  a  tool  making  5  square  inches  of 
contact  with  a  part,  the  current  density  is  2  amps 
per  square  inch. 

DENSE:  Has  no  voids,  cracks,  or  pores. 

DESMUT:  To  remove  a  loose,  powdery, 
darker  surface  film  formed  by  a  previous  etching 
operation. 

DIFFUSION:  The  movement  of  atoms  in  a 
solid,  liquid,  or  gas;  usually  tends  to  make  the 
system  uniform  in  composition. 

DIRECT  CURRENT  (d.c.):  Electrical  current 
that  flows  in  only  one  direction. 

DPH  or  DIAMOND  PYRAMID  HARD- 
NESS: A  microhardness  test  that  is  suitable  for 
testing  the  hardness  of  thin  or  small  areas, 
such  as  an  electrodeposit.  It  develops  square 
impressions.  DPH  hardnesses  are  converted 
to  more  familiar  Brinell  or  Re  values  using 
conversion  charts. 

DRAG-OFF:  The    solution    left    on   the 

workpiece    when  plating   is   completed.    This 

solution  will   be  lost   in  the   following  rinse 
operation. 

DUCTILITY:  The  property  of  a  material  that 
permits  it  to  be  stretched  permanently  without 
fracture.  The  opposite  of  brittleness. 

ELECTROLYTE:  A  solution  that  will 
conduct  electricity. 

ELECTROPOLISH:  To  polish  a  surface 
while  electrochemically  etching  it  in  a  special 
solution. 


ETCH:  To  electrochemically  remove  material 
from  a  surface.  Conducted  with  an  appropriate 
solution  and  reverse  current. 

"F"  or  FACTOR:  The  ampere-hours  required 
to  deposit  the  volume  of  metal  equivalent  to  a 
0.0001-inch  thickness  on  1  square  inch  of  area. 

FORWARD  CURRENT:  Direction  of  d.c. 
current  flow  in  which  metal  ions  tend  to  flow  away 
from  the  anode  and  toward  the  workpiece.  The 
anode  is  positively  charged  and  the  workpiece  is 
negatively  charged. 

FRETTING:  Wear  that  occurs  between  two 
adjacent  surfaces  caused  by  a  minute  back  and 
forth  rubbing  movement  or  vibration. 

FRETTING  CORROSION:  The  formation  of 
oxides  in  an  area  undergoing  fretting.  The  oxides 
cause  additional  wear  to  the  mating  surfaces. 

GALLING:  The  damaging  of  one  or  both 
metallic  surfaces  by  the  removal  of  particles 
during  sliding  friction. 

GASSING:  Development  of  hydrogen  gas 
bubbles  on  the  workpiece,  either  by  activating  or 
plating,  or  by  chemical  attack  of  the  activator  on . 
chromium. 

GRAIN  STRUCTURE:  The  physical  arrange- 
ment (appearance)  of  the  grains  of  a  metal.  Grain 
size  varies  from  invisible  to  the  naked  eye  to 
perhaps  1/8  inch  in  diameter. 

HARDCOAT:  An  oxide  coating  formed  on 
aluminum  by  making  the  aluminum  the  anode  in 
an  appropriate  solution.  Thickness  varies  from 
0.001  to  0.005  inch.  The  coating  is  used  primarily 
for  wear  resistance. 

HARDNESS:  The  ability  of  a  material  to 
resist  indentation.  Brinell  and  Re  are  common 
hardness  tests. 

HYDROGEN  EMBRITTLEMENT:  A  con- 
dition in  which  a  material  is  easier  to  break  than 
usual  because  of  its  absorption  of  hydrogen. 
Occurs  only  with  certain  materials  such  as  steel 
over  40  Re,  titanium,  and  certain  harder  stainless 
steels. 

IMMERSION  DEPOSIT:  A  metallic  deposit 
which  forms  on  more  reactive  metals  by  chemical 
reaction  with  certain  plating  solutions.  No  flow 


IONS:  electrically  charged  atoms  or  groups  of 
atoms  in  a  solution.  Metal  atoms  are  charged 
positive  and  migrate  toward  the  cathode. 

KNOOP:  A  microhardness  test  which  is 
suitable  for  testing  thin  or  small  areas  such  as  an 
electrodeposit  for  hardness.  Knoop  hardness 
values  are  converted  to  more  familiar  Brinell  or 
Re  hardness  values  by  using  conversion  charts. 

LITER:  A  volume  equal  to  1.0567  quarts. 

MATTE:  A  dull,  satiny  appearance  resulting 
from  a  fine  microroughness. 

MICROCRACKED:  A  type  of  deposit 
structure  in  which  there  are  numerous  fine 
surf  ace-to-base  metal  cracks.  Cracks  are  so 
numerous  and  fine  that  they  can  be  seen  only  at 
high  magnifications. 

MICROPOROUS:  A  type  of  deposit  structure 
in  which  numerous  fine  pores  exist.  The  pores  are 
so  numerous  and  fine  that  they  can  be  seen  only 
at  high  magnification. 

MICROSTRUCTURE:  The  structure  of 
deposit  when  viewed  at  SOX  magnification  or 
greater. 

MILKY:  A  type  of  deposit  appearance  that 
is  almost  bright  but  has  a  cloudy  appearance  due 
to  a  very  fine  microroughness. 

NITRIDED:  Case  hardened  surface  on  certain 
steels  formed  by  heating  in  nitrogen  containing 
material.  Nitrogen  defuses  into  the  surface, 
causing  a  hard  case. 

NOBLE  METALS:  Metals  may  be  classified 
according  to  their  tendency  to  be  corroded  or 
chemically  attacked.  The  noble  metals  are  less 
easily  corroded  or  chemically  attacked.  They 
include  metals  such  as  copper,  nickel,  and  gold. 

NODULAR:  Type  of  electrodeposit  that  has 
rounded  projections  on  the  surface,  visible  to  the 
naked  eye  upon  close  examination. 

OHMS  or  SYMBOL  £:  A  unit  of  measure  of 
resistance  to  the  flow  of  electrical  current. 


PASSIVATE:  The  formation  of  a  thin, 
invisible  oxide  film  on  certain  metals  which 
impairs  adhesion  of  an  electroplate. 

pH:  A  measurement  value  on  a  scale  of  0  to 
14  of  the  acidity  or  alkalinity  of  a  solution. 
0  indicates  strongly  acidic,  4  less  acidic,  7  neutral, 
10  mildly  alkaline,  and  14  strongly  alkaline. 

PLATING  RATE:  The  rate  at  which  a  deposit 
builds  up.  In  this  manual  it  is  expressed  in  inches 
per  hour. 

PORES:  Small  random  holes  in  a  deposit  just 
barely  visible  to  the  naked  eye. 

POROUS:  A  type  of  deposit  that  contains 
pores. 

PREPLATE:  A  thin  preliminary  plating 
applied  using  a  plating  solution  other  than  the 
desired  solution.  Preplates  are  used  to  improve 
adhesion. 

PREWET:  Applying  plating  solution  to  the 
surface  before  applying  current.  The  operation 
improves  the  adhesion  of  deposits  from  certain 
solutions  by  ensuring  that  plating  begins  on  a 
surface  covered  all  over  with  full  strength 
solution. 

Re:  Rockwell  C  hardness. 

REACTIVE  METALS:  Metals  that  are  more 
easily  corroded  or  chemically  attacked.  They 
include  metals  such  as  aluminum,  steel,  and  zinc. 

REVERSE  CURRENT:  Direction  of  d.c. 
current  flow  in  which  metal  ions  tend  to  flow  away 
from  the  workpiece  and  toward  the  anode.  The 
anode  is  negatively  charged  and  the  workpiece  is 
positively  charged. 

SACRIFICIAL  CORROSION  PROTEC- 
TION: Cathodic  corrosion  protection. 

SCALE:  Surface  oxidation  on  a  metal  caused 
by  heating  in  air  or  in  an  oxidizing  atmosphere. 

SEIZING:  When  two  surfaces  have  fused 
together  due  to  friction. 

SMEARED  METAL:  Deformed  metal  near 
the  surface  caused  by  machining,  grinding,  or 
wear. 


STRESS:  Pressure  (force  per  unit  area) 
existing  in  a  deposit.  Tensile  stress  is  a  "pulling 
apart"  type  of  stress.  Compressive  stress  is  a 
"pushing  together"  type  of  stress. 

STRESS  CRACK  LIFTING:  The  type  of 
deposit  structure  caused  by  the  development  of 
surface-to-base  metal  cracks  which  then  curl  up 
on  the  edges  because  of  poor  adhesion.  Can  be 
seen  visually  or  at  low  magnification.  Similar  in 
appearance  to  a  dried  up  clay  lake  bed. 

STRESS  CRACKS:  Cracks  running  from  the 
plated  surface  to  the  base  material.  Can  be  seen 
visually  or  at  low  magnification.  Normally 
detrimental  only  when  corrosion  protection  is 
desired  of  the  plating. 

STRIPPING:  Removing  an  electroplate  from 
a  workpiece  by  chemical  or  electrochemical 
means. 

TANK  PLATING:  Same  as  BATH 
PLATING. 

THROWING  POWER:  The  ability  of  a 
plating  solution  to  provide  a  uniform  deposit  on 
a  part  that  has  surface  irregularities  readily 
visible  to  the  naked  eye.  A  solution  with  good 
throwing  power  is  particularly  useful  for  pit  filling 
since  relatively  more  plating  is  applied  at  the  bot- 
tom of  the  pit. 

VARIABLE  FACTOR:  A  factor  that  is  not 
constant  but  which  varies  depending  on  plating 
conditions  such  as  current  density  and 
temperature.  A  given  number  of  amp-hr, 
therefore,  will  deposit  different  amounts  of 
metal,  depending  on  plating  conditions.  Plating 
conditions,  therefore,  must  be  controlled  to  get 
desired  thickness  of  deposit. 

VOLTS:  A  measure  of  the  electrical  force 
applied.  Comparable  to  water  pressure. 

WATER  BREAKS:  The  breaking  of  a  water 
film  into  beads.  Beading  indicates  contaminates 
on  the  surface. 

Applications 

The  contact  plating  process  is  a  rapidly 
expanding  field.  When  used  for  depositing  a 
corrosion  resistant  coating,  electroplating  has 
shown  sufficient  success  to  permit  almost 


14-18 


macnmery  is  limited  only  oy  the  knowledge  and 
skills  of  the  operator  in  areas  where  plating  is 
allowed.  Requirements  for  contact  plating  are 
specified  in  Table  14-1  which  defines  the  area  of 
permissible  use  of  contact  plating.  For  simplifica- 
tion, applications  are  classified  as  follows: 

Class  I:  Plating    used    for    decorative    or 
corrosion  prevention  functions  only. 

Class  II:  Plating  on  parts  that  remain  in  static 
contact  with  other  plated  or  unplated 
parts. 

Class  III:  Plating  on  parts  that  make  rubbing 
contact  with  other  plated  or  unplated 
parts,  excluding  those  in  Class  IV. 

Class  IV:  Plating  on  rubbing  contact  parts  in 
elements  of  turbine/reduction  gearing, 
turbo  or  diesel  electric  power  gener- 
ating units,  and  main  propulsion 
shafting. 

Class  V:  Plating  on  parts  under  the  cognizance 
of  the  Nuclear  Power  Division. 


•  Bearing  beats,  baddies,  and  Supports 

Ball  Bearings:  Plating  of  shafts  and  bores 
to  reestablish  close  tolerance  fits.  The  use  of  an 
outer  layer  of  tin  (0.002  to  0.003  inch  thick)  has 
produced  significant  results  in  reducing  fretting 
of  bearing  bores  in  electric  motor  end  bells  and 
also  contributes  to  noise  reduction. 

Sleeve  Bearings:  Plating  of  seats,  saddles, 
and  supports  to  correct  for  oversize  machining 
and  out-of-roundness  caused  by  distortion. 

•  Flanges  and  Flat  Surfaces 

Steam  turbine  casing  joint  flanges:  Repair 
of  steam  cuts  and  erosion  damage. 

Diesel  engine  cylinder  blocks:  Restoration 
of  mating  surfaces  damaged  by  fretting. 

Wave  guide  plumbing:  Plating  of  flange 
seal  areas  to  provide  corrosion  resistant  metallic 
gaskets. 

•  O-Ring  Grooves  and  Sealing  Surfaces 

Repair  of  pits,  scratches,  and  gouges  on  parts 
used  for  air,  oil,  saltwater  and  freshwater  service. 


Table  14-1. — Requirements  For  Production  Contact  Plating 


Class 

Allowable 
Thickness  (Max) 

Restrictions 

Qualification  Requirements 

I 

No  limit1 

None 

See  Operator  Qualifications 

II 

0.030"2 

None 

III 

0.020"2 

Excluding  Class  IV 
and  V 

Original  qualification  plus  plating  of  a  mock-up 
simulating  the  production  plating.  The  plated 
mock-up  must  be  approved  by  the  Quality  Control 
Department  of  the  performing  facility. 

IV 

V 

NAVSEA  Approval 
required  on  a  case 
basis. 

limitations  to  be  governed  by  practical  and  economical  use  of  the  metals  deposited.  The  material 

manufacturer's  recommendations  should  not  be  exceeded. 
2Thickness  limit  does  not  apply  to  filling-in  pits,  scores,  dents,  etc.  where  the  total  surface  area  comprises 

10%  or  less  of  the  area  to  be  plated.  The  maximum  allowable  plating  thickness  shall  not  exceed  that 

recommended  by  the  material  manufacturer. 


14-19 


•  Close  Tolerance  Mating  Parts 

Pump  impellers:  Repair  of  worn  bores  and 
keyways  to  restore  design  size  and  fit  on  a  shaft. 

•  Hydraulic  Equipment 

Scored,  scratched  pitted  or  gouged 
surfaces  of  cylinder  walls,  tailrods,  steering  gear 
rams,  spool  valves,  and  O-ring  seal  grooves. 

•  Masts,    Periscopes,    Antennas,    and 
Associated  Hull  Fittings 

•  Shafting 

Areas  worn  by  contact  with  seals  and 
packing. 

•  Steam  Valves 

Repair  of  a  turbine  nozzle  control  valve 
seat's  hard  facing  by  plating  0.003-0.005  inch 
thickness  of  cobalt  over  copper  and  nickel 
substrates.  The  thickness  is  as  required  to  repair 
steam  cutting  and  erosion  damage  and  restore 
valve  seat  geometry. 

•  Applications  Approved  by  NAVSEA  on 
a  Case  Basis 

Repair  of  steam  turbine  rotor  bearing 
journals. 

Repair  of  diesel  engine  crankshaft  main 
bearing  journals. 

Limitations 

•  Cracks:  Plating  cannot  be  made  over  areas 
containing  cracks.  Cracks  must  be  completely 
removed  by  grinding  or  other  mechanical  means. 
Fill  shallow  grooves  by  copper  plating  and  then 
plate  the  area  with  the  specified  material.  Repair 
deep  grooves  by  welding. 

•  Chromium    plating    on   existing    bath 
chromium  deposits:  Brushing  chromium  plating 
on  existing  bath  chromium  deposits  has  not  been 
consistently  successful,  due  to  poor  bonding.  For 
this   reason,    you   should    not   contact   plate 
chromium  on  an  existing  bath  chromium  deposit 
on  engine  parts  that  make  rubbing  contacts.  To 
plate  such  parts,  completely  remove  previous 
chromium  deposits  prior  to  contact  plating.  As 
an  alternate,  apply  a  nickel  flash  over  the  existing 


bath  plated  chromium  and  follow  with  contact 
chromium  or  other  plating  material. 

•  Brush  electroplating  of  lead  and  lead  alloys 
is  restricted.  Use  it  only  to  repair  plating  on 
battery  terminals  and  busing  components  where 
its  use  has  been  previously  authorized. 

•  Deposition  of  chromium:  Contact  plating 
solutions  can  produce  deposits  with  mechanical 
properties  which  will  satisfy  the  requirements  for 
most  plating  work.  Therefore,  brush  on  plating 
coatings  can  normally  be  used  for  repairs  or 
as  a  substitute  for  bath  plated  coatings.  The 
exception  to  this  is  the  use  of  chromium  to 
refurbish  worn  parts.  Deposition  of  chromium  by 
contact   electroplating   is   not   recommended 
because  the  deposit  is  much  softer  than  chromium 
deposited  by  bath  electroplating,  the  thickness  of 
the  buildup  is  limited,  and  the  process  is  tedious 
and  slow.  As  an  alternate,  you  can  use  other 
metals  such  as  cobalt  or  nickel.  These  will  provide 
wear  resistance  and  hardness  properties  which  are 
suitable  for  most  applications  where  chromium 
would  normally  be  used.  For  areas  that  require 
extensive  buildup,  deposit  copper  up  to  about 
0.020  inch  of  the  final  dimension,  and  then 
deposit  an  outer  layer  of  cobalt,  nickel-tungsten 
or  cobalt  tungsten  for  greater  wear  resistance  and 
surface  hardness. 

PROCESSING  INSTRUCTIONS 

The  equipment  and  solution  manufacturers 
have  prepared  comprehensive  instructions  cover- 
ing the  use  of  their  products.  You  should  follow 
these  instructions  closely  especially  those  con- 
cerning procedures  for  preparing  base  metals  for 
plating  and  the  use  of  individual  plating  solutions, 
to  ensure  satisfactory  plating  results.  A  list 
of  vendors'  literature  is  shown  in  table  14-2. 
Detailed,  step  by  step  contact  plating  procedures 
for  the  most  commonly  used  metals  are  also  found 
in  Engineered  Uniform  Method  and  Standard 
No.  3426-801.  (Copies  may  be  obtained  from 
Commander,  Mare  Island  Naval  Shipyard, 
Vallejo,  California  94592).  Another  Government 
document  on  this  subject  is  MIL-STD-865 
(USAF).  (Copies  may  be  obtained  from  Com- 
mander, Hill  Air  Force  Base,  OOAMA/OONEO, 
Utah  84401.) 

Refer  questions  arising  from  difficulty  with 
equipment  or  solutions  to  the  manufacturer  or  his 
nearest  local  sales  representative  and  send  a 
report,  identifying  the  problem  and  its  resolution, 
to  NAVSEC  (Code  6101D)  for  information. 


i  A  in 


The  major  vendors  of  contact  plating  equipment  and  material  are  listed  below.  These  vendors  also 
provide  consultant  and  operator  training  services. 


VENDORS 


PUBLICATIONS* 


Dalic  Process 

SIFCO  Metachemical  Division  of  Steel 
Improvement  and  Forge  Company 
5708  Schaaf  Road 
Independence,  Ohio  44131 

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Operating  Instruction  Manual 

Containing  Technical  Bulletins: 
IM-1,  2,  3,  10  and  11  through  20 
IM-200,  202  through  210 
IM-302,  303,  305,  307,  and  308 

Equipment  and  Material  price  list 


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New  York,  N.Y.  10003 

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Technical  Instruction  Manuals  SI-115  and  SI-130 

Technical  Bulletins  SL-81,  SL-82,  SP-1023  and 
Navy-Fact  File 

Selectron  "  Plating  Guide"  slide  rule 
Equipment  and  Material  price  list 


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Quality  Control 

Quality  control  is  composed  of  several  factors: 
documentation,  process  control,  general  (all 
plating)  inspection,  and  liquid  penetrant  inspec- 
tion of  plating  for  rubbing  contact  service. 

DOCUMENTATION.—  The  quality  control 
department  ensures  that  each  plating  job  meets 
the  requirements  of  the  applicable  specifications 
listed  below: 


Deposit 

Cadmium 

Chromium 

Copper 

Gold 

Nickel 

Silver 

Tin 

Tin-lead 

Zinc 


Specification 

QQ-P-416 

QQ-C-320 

Mil-C-14550 

Mil-G-45204 

QQ-N-290 

QQ-S-365 

Mil-T-10727 

Mil-P-81728 

QQ-Z-325 


PROCESS  CONTROL.— All  parts  to  be 
plated  should  be  handled  according  to  written 
Process  Control  Procedures  approved  by  the 
individual  activity.  Plating  work  should  be  set  up 
to  ensure  a  smooth  flow  of  work  from  initial 
engineering  approval  through  final  inspection. 

Adequate  records  must  be  kept  of  work 
performed  by  the  plating  shop.  Processing 
information  recorded  should  include  the 
following: 

1.  Name  of  the  ship,  the  date,  and  the  job 
order  number  when  applicable. 

2.  Description  of  the  part  to  be  plated  by 
proper  name  and  piece  number  on  the 
blueprint. 

3.  A  sketch  of  the  area  requiring  plating. 

4.  Identification  of  the  base  metal. 

5.  Final  required  thickness  of  the  deposit. 

6.  Plating  material(s)  to  be  used. 

7.  Step  by  step  processing  procedure. 

8.  Method  of  surface  finishing  (grinding, 
honing,  etc.) 

9.  Final  inspection,  including  method  and 
dimensional  checks  when  applicable. 


14-21 


Items  1  through  6  above  should  be  engineer- 
ing and  job  planning  functions  and  represent  the 
minimum  information  required  by  the  plating 
shop. 

Process  control  records  of  completed  work  are 
a  ready  reference  for  handling  repeat  jobs  and  for 
assessing  the  capability  of  the  plating  shop. 

GENERAL  INSPECTION  PROCEDURE 
(ALL  PLATING).— Prior  to  declaring  the  plating 
job  complete,  ensure  that  the  finish  satisfies  the 
following  inspection  requirements: 

•  Visual  Inspection:  All  platings  must  be 
smooth   and   free   of  blisters,   pits,   nodules, 
porosity,  excessive  edge  buildup,  and  other  defects 
which  will  affect  the  functional  use  of  the  plated 
part.  The  finished  plating  must  conform  to  the 
required   design   surface   finish   for  the   part 
and    must   be   free    of   burnings    and    stress 
concentrations.  Burning  is  defined  as  rough, 
coarse  grained,  or  dull  plates  caused  by  localized 
high  current  density  or  arcing.  Highly  stressed 
deposits  are  normally  indicated  by  cracks  or 
crazing. 

•  Adhesion  Test:  Perform  an  adhesion  test 
with  Scotch  #250  tape  or  an  equivalent  high  tack 
strength  pressure  sensitive  tape  as  follows: 

1.  Thoroughly  clean  and  dry  the  plated 
surface. 

2.  Cut  a  piece  of  1  inch  wide  unused  tape 
approximately  6  inches  longer  than  the  width  of 
the  plated  area. 

3.  Stick  the  tape  across  the  width  of  the 
plated  area.  Continue  taping  so  that  approxi- 
mately 1  1/2  inches  of  the  base  metal  on  each  side 
of  the  plated  area  is  also  taped.  Tamp  the  tape 
down  to  ensure  that  it  sticks  thoroughly. 

4.  Grip  the  loose  end  of  the  tape  and  rip 
rapidly  upward  (at  a  right  angle  to  the  plating), 
removing  the  tape  with  a  single  jerk. 

5.  Inspect  the  tape.  If  any  plating  is  stuck 
to  the  tape,  reject  the  plating  job. 

Platings  for  Rubbing  Contact  Service 

In  addition  to  the  general  inspection,  plating 
for  rubbing  contact  service  must  meet  the  liquid 
penetrant  inspection. 

•  Liquid  Penetrant  Inspection:  Use  Group  I 
liquid  penetrant  in  according  to  the  requirements 
of  MIL-STD-271.  Indications  must  not  be  greater 


than  1/16  inch  and  the  concentration  of  indica- 
tions must  not  exceed  3  in  any  square  inch  area. 
For  chromium  plating  only,  because  of  the 
inherent  crazying  characteristic  of  the  material, 
you  may  use  water  washable  penetrant  material 
(Group  III  or  IV  of  MIL-STD-271)  for  liquid 
penetrant  inspection. 

POWER  PACK  COMPONENTS 

The  equipment  must  contain  the  safety 
features  required  by  MIL-STD  454.  Operations 
that  could  create  personnel  hazards  or  result  in 
damage  to  the  equipment  or  work  must  be  noted 
on  a  caution  plate  permanently  attached  to  the 
front  of  the  equipment. 

The  parts  of  the  power  pack-ammeter,  d.c. 
circuit  breakers,  voltmeter,  ampere-hour  meter, 
start  and  stop  buttons,  output  terminals,  forward- 
reverse  switch,  output  leads-are  discussed  below 
and  labelled  in  figure  14-11,  using  a  DALIC 
machine  as  an  example. 

Ammeter 

There  is  at  least  one  ammeter  on  the  power 
pack.  The  ammeter  measures  the  rate  of  current 
flow  through  the  plating  tool.  Since  the  rate  at 
which  metal  is  being  applied  is  exactly  or  nearly 
proportional  to  the  rate  of  current  flow,  the 
ammeter  gives  you  a  second-to-second  of  how  fast 
you  are  plating. 

D.c.  Circuit  Breakers 

All  power  packs  have  at  least  one  d.c.  circuit 
breaker.  Its  purposes  are  to  prevent  overloading 
the  power  pack  and  to  minimize  damage  to  the 
workpiece  in  case  there  is  an  accidental  direct 
shorting  of  a  lead  or  a  tool  on  the  workpiece. 

Voltmeter 

The  voltmeter  measures  the  voltage  (electrical 
pressure)  applied  across  the  d.c.  circuit  or  through 
the  solution.  Different  voltage  ranges  are  used 
with  different  solutions.  The  "volts"  control  knob 
makes  the  adjustments  for  applied  voltage,  which 
is  the  initial  step  in  obtaining  the  proper  plating 
conditions. 

Ampere-Hour  Meter 

The  ampere-hour  meter  measures  the  quantity 
(amps  x  time)  of  current  passed  through  the  d.c. 


D.C.  C1RCUITBREAKER  -START 
D.C.  CIRCUITBREAKER-STOP 


'AMBER (FORWARD  POLARITY) 

OUTPUT  POLARITY ,'          * 

INDICATOR  LAMP 

RED  (REVERSE  POLARITY) 


AMPERE/HOUR 

H&IT&,  READOUT  (LED)  „<,  , 

WITH  RESET  BUTTON 


OUTPUT  POLARITY 'SWITCH, 

PORWARO/R|VERSE 

'  '  ,  > 


VARIABLE  AUTO -TRANSFORMER 
ADJUSTMENT  KNOB 


A,C,  LINE  FUSE  HOLDER 


D,C.  OUTPUT  TERMINAL, 
I  BLACK  (NEGATIVE) 


D.C.  OUTPUT  TERMINALS, 
2  RED  (POSITIVES 


Figure  14-11.— DALIC  power  pack. 


28.449X 


circuit  and  allows  control  of  the  thickness 
of  deposits.  The  formula  for  determining 
ampere-hours  will  be  discussed  later  in  this 
chapter.  The  meter  also  has  a  zero  reset.  The 
reset  button  is  pushed  after  cleaning,  etching, 
and  so  on  are  finished.  When  the  computed 
amp-hours  are  passed,  the  plating  operation 
has  been  completed.  The  white  dot  below  the 
numbers  indicates  the  decimal  point;  example 
0012.61  means  12.61  amp-hours  have  been 
passed. 


Start  Button 

The  start  button  energizes  the  circuit  breaker 
and  makes  the  d.c.  circuit  operative. 


Stop  Button 

The  stop  button  deenergizes  the  d.c.  circuit 
and  makes  it  inoperative. 


Output  Terminals 

Each  power  pack  has  at  least  one  black  and 
one  red  output  terminal.  Larger  power  packs  have 
a  number  of  black  and  red  terminals,  sometimes 
of  various  sizes.  Plating  tool  leads,  usually  color 
coded  red,  are  always  connected  to  a  red  terminal. 
The  alligator  clamp  lead,  usually  color  coded 
black,  is  always  connected  to  a  black  terminal. 
A  lead  can  be  connected  to  any  terminal  if  the 
color  and  size  are  compatible. 


14-23 


Forward-Reverse  Switch 

The  forward-reverse  switch  changes  the 
direction  of  current  flow  in  the  d.c.  circuit. 

Output  Leads 

Larger  power  packs  have  a  number  of  wire 
leads  of  different  sizes.  Small  leads  are  used  with 
small  terminals  for  small  tools  where  low 
amperages  will  be  drawn.  Larger  size  wire  leads 
are  used  with  large  terminals  for  large  tools  where 
high  currents  will  be  drawn. 

SELECTING  THE  POWER  PACK 

The  power  pack  size  is  determined  by  the 
solution  used  and  the  plating  tool  contact  area. 
Use  Table  14-3  in  selecting  the  size.  It  lists  (1)  the 
plating  tool  contact  area  desirable  with  a  given 
solution  and  power  pack  and  (2)  the  power  pack 
size  required  for  a  given  solution  and  plating  tool 
contact  area. 

EXAMPLES  IN  USING  TABLE  14-3: 

a.  You  are  to  use  a  60-35  power  pack  and 
code  2050  solution  on  a  given  job.  If  possible,  you 
should  use  a  plating  tool  that  gives  20  square 
inches  of  contact  area. 

b.  You  are  to  use  code  2080  solution  on  a  job 
where  the  contact  area  is  up  to  5  square  inches. 
Use  a  30-25  power  pack  or  larger  on  this  job. 

OPERATING  THE  POWER  PACK 
Prior  to  Plating 

Perform  the  following  steps  on  the  power  pack 
you  will  use: 

1 .  If  the  power  pack  has  an  external  ground 
post,  connect  the  post  with  sufficient  size  wire  to 
a  suitable  ground. 

2.  Turn  the  "volts"  control  to  the  extreme 
"low"  position. 

3.  Connect  the  appropriate  size  output  leads 
for  the  plating  tools  you  will  use  to  the  appropriate 
terminals  on  the  power  pack.  (Black  alligator 
clamp  lead  to  black  terminal;  red  plating  tool  lead 
to  red  terminal.) 

During  the  Plating  Operation 

•  Press  the  "start"  button  to  energize  the 
d.c.  circuit. 


•  Adjust  the  '  'volts ' '  control  and  the  ' ' forward- 
reverse"  switch  as  necessary  for  various 
preparatory  and  plating  steps. 

•  Press  the  amp-hour  meter  button  to  reset 
the  indicator  to  zero  just  prior  to  plating. 

•  When  the  plating  is  completed,  press  the 
"stop"  button  to  deenergize  the  d.c.  circuit. 

SELECTING  AND  PREPARING 
PLATING  TOOLS 

Selection  and  preparation  of  the  proper 
preparatory  and  plating  tools  is  a  VERY 
IMPORTANT  factor  in  determining  how  rapidly 
and  effectively  you  carry  out  a  particular  job.  In 
plating  operations  (preparation  of  the  surface  or 
plating),  work  is  done  only  where  and  when  the 
tool  meets  the  part.  Rapid,  proper,  and  uniform 
processing  of  a  part  largely  depends  on: 

1.  Whether  the  tool  you  select  covers  a 
sufficient  or  optimum  contact  area  on  the  part. 

2.  Whether  the  tool  covers  the  full  length  of 
an  inside  diameter,  outside  diameter,  or  flat  area. 

3.  How  you  pump  the  solution  through  the 
plating  tool  when  you  plate  higher  thicknesses  on 
larger  areas. 

The  preparatory  steps  (cleaning,  deoxidizing, 
etching,  etc.)  are  relatively  short  steps,  compared 
to  those  of  the  plating  operation.  Selection  of  the 
preparatory  tools,  therefore,  is  not  as  critical  as 
for  the  plating  tool.  The  preparatory  tools, 
however,  should  contact  approximately  10%  or 
more  of  the  area  to  be  plated,  and  should,  if 
possible,  cover  the  full  length  of  the  area  to  be 
plated  to  assure  uniform  preparation. 

You  can  get  sufficient  solution  on  the  tool  by 
dipping  for  solution.  In  most  cases,  a  standard 
plating  tool  will  meet  the  above  requirements  and 
you  will  not  need  to  make  special  preparatory 
tools. 

Proper  Plating  Tools 

The  plating  step  generally  represents  the  major 
part  of  a  complete  plating  operation.  Therefore, 
the  selection  of  the  proper  plating  tool  is  more 
critical  than  the  selection  of  the  preparatory  tools. 
The  higher  the  thickness  of  plating  to  be  applied, 
the  larger  the  area  to  be  plated  and  the  larger 
the  number  of  parts  to  be  plated,  the  more 
important  it  is  to  have  the  proper  tool.  It  is 


14-24 


Antimony 

2000 

2 

6 

12 

24 

40 

60 

80 

Bismuth 

2010 

4 

10 

20 

40 

67 

100 

134 

Cadmium 

2020 

1 

3 

5 

10 

17 

25 

34 

Cadmium 

2021 

3 

8 

15 

30 

50 

75 

100 

Cadmium 

2022 

2 

5 

9 

18 

29 

43 

57 

Cadmium 

2023 

2 

4 

8 

15 

25 

38 

50 

Chromium 

2030 

1 

3 

5 

10 

17 

25 

34 

Chromium 

2031 

3 

8 

15 

30 

50 

75 

100 

Cobalt 

2043 

1 

2 

5 

9 

15 

22 

29 

Copper 

2050 

2 

5 

10 

20 

34 

50 

67 

Copper 

2051 

2 

5 

9 

18 

29 

43 

57 

Copper 

2052 

2 

5 

9 

18 

29 

43 

57 

Copper 

2054 

1 

4 

7 

14 

23 

34 

45 

Copper 

2055 

0.5 

2 

3 

5 

8 

12 

16 

Iron 

2061 

1 

3 

5 

10 

17 

25 

34 

Lead 

2070 

3 

8 

15 

30 

50 

75 

100 

Lead 

2071 

3 

8 

15 

30 

50 

75 

100 

Nickel 

2080 

1 

3 

5 

10 

17 

25 

34 

Nickel 

2085 

1 

2 

5 

9 

15 

22 

29 

Nickel 

2086 

1 

3 

6 

12 

20 

30 

40 

Nickel 

2088 

1 

3 

5 

10 

17 

25 

34 

Tin 

2090 

3 

8 

15 

30 

50 

75 

100 

Tin 

2092 

3 

8 

15 

30 

50 

75 

100 

Zinc 

2100 

2 

5 

10 

20 

34 

50 

67 

Zinc 

2101 

1 

2 

5 

9 

15 

22 

29 

Zinc 

2102 

1 

2 

5 

9 

15 

22 

29 

Zinc 

2103 

1 

2 

5 

9 

15 

22 

29 

Gallium 

3011 

4 

10 

20 

40 

67 

100 

134 

Gold 

3020 

4 

10 

20 

40 

67 

100 

134 

Gold 

3021 

4 

10 

20 

40 

67 

100 

134 

Gold 

3022 

4 

10 

20 

40 

67 

100 

134 

Gold 

3023 

20 

60 

120 

240 

400 

600 

800 

Indium 

3030 

3 

8 

15 

30 

50 

75 

100 

Palladium 

3040 

2 

5 

10 

20 

34 

50 

67 

Platinum 

3052 

1 

3 

5 

10 

17 

25 

34 

Rhenium 

3060 

2 

5 

10 

20 

34 

50 

67 

Rhodium 

3072 

2 

5 

10 

20 

34 

50 

67 

Rhodium 

3074 

3 

8 

15 

30 

50 

75 

100 

Silver 

3080 

2 

4 

8 

15 

25 

38 

50 

Silver 

3081 

5 

15 

30 

60 

100 

150 

200 

Silver 

3082 

2 

6 

12 

24 

40 

60 

80 

Silver 

3083 

2 

6 

12 

24 

40 

60 

80 

Nickel-Cobalt 

4002 

1 

3 

5 

10 

17 

25 

34 

Tin-Indium 

4003 

3 

8 

15 

30 

50 

75 

100 

Tin-Lead-Nickel 

4005 

4 

10 

20 

40 

67 

100 

134 

Cobalt-Tungsten 

4007 

1 

3 

5 

10 

17 

25 

34 

Nickel-Tungsten 

4008 

1 

3 

5 

10 

17 

25 

34 

Babbitt-SAE  11 

4009 

5 

15 

30 

60 

100 

150 

200 

Babbitt-Soft 

4010 

5 

15 

30 

60 

100 

150 

200 

Babbitt-Navy  #2 

4011 

5 

15 

30 

60 

100 

150 

200 

28.X 


14-25 


also  important  to  have  the  proper  tool  when 
uniformity  of  deposit  thickness  is  necessary. 

Optimum  Contact  Area 
for  the  Plating  Tool 

A  tool  that  gives  the  optimum  contact  area  on 
the  area  to  be  plated  lets  you  plate  a  good  deposit 
as  fast  as  possible.  The  optimum  contact  area 
depends  on  the  power  pack  to  be  used,  the 
solution  to  be  used,  and  the  size  and  shape  of  the 
area  to  be  plated. 

In  determining  the  optimum  contact  area, 
refer  to  table  14-3  which  gives  the  maximum 
contact  area  required  for  a  given  solution  to  be 
plated  and  the  power  pack  to  be  used. 

If,  for  example,  Code  2080  solution  is  to  be 
used  with  a  60-amp  power  pack,  the  maximum 
contact  area  required  is  10  square  inches. 

Seven  formulas  that  are  useful  with  the  Dalic 
plating  process  are  discussed  at  the  end  of  this 
chapter,  beginning  on  page  14-59.  You  can  use 
formula  3  to  determine  the  optimum  contact  area 
mathematically.  The  optimum  contact  area  is 
required  on  very  large  areas.  On  very  small  areas 
the  contact  area  is  the  maximum  contact  area  that 
you  can  obtain;  that  is,  full  contact  for  flat  areas 
and  50%  of  the  total  area  for  outside  diameters 
(O.D.)  and  inside  diameters  (I.D.).  In  other 
words,  the  optimum  contact  area  for  a  flat 
surface  is  full  contact  up  to  an  area  the  size  given 
in  table  14-7.  For  larger  areas  it  remains  that  size. 

On  O.D.'s  and  I.D.'s  where  it  is  usually 
difficult  to  get  a  tool  that  contacts  more  than  50% 
of  the  total  area,  the  optimum  contact  area  is  50% 
contact  area  up  to  a  contact  area  of  the  size  given 
in  table  14-3;  for  larger  O.D.'s  and  I.D.'s  it 
remains  that  size. 

Covering  the  Full  Length 

Covering  the  full  length  of  an  O.D. ,  I.D.,  or 
flat  surface  with  a  tool  makes  it  relatively  easy 
to  get  a  uniform  thickness.  When  the  tool  does 
not  cover  the  full  length,  problems  arise.  For 
example,  take  the  case  of  trying  to  plate  an  O.D. 
3  inches  long  with  a  tool  that  will  cover  only 
2  inches.  If  you  move  the  tool  as  shown  in  figure 
14-12A,  the  center  1  inch  is  always  covered,  but 
in  moving  the  tool  to  the  ends  there  is  less 
coverage  time.  The  plate  distribution  you  will  get 
is  shown  at  the  bottom  (plating).  The  alternative 
to  this  is  to  move  the  tool  as  shown  in  figure 
14-12B.  You  get  an  even  plate  distribution,  but 
now  you  waste  some  time  with  the  tool  off  of  the 
part.  This  motion,  also,  may  not  be  practical  if 
there  is  a  shoulder  at  one  side.  The  same  situation 


'  Tool 


Part 


Part 


Plating 


Tool 


B 

28.450X 
Figure  14-12.— Plating— covering  the  full  length. 


applies  to  I.D.'s  and  flat  surfaces.  Summarizing, 
always  try  to  have  the  tool  cover  the  full  length 
of  the  O.D.  or  I.D.  or  the  full  length  or  width 
of  a  flat  surface. 

Solution-Feed  Tool 

Solution-fed  tools  are  used  for  plating  high 
thicknesses  on  large  areas  of  a  large  number  of 
parts.  It  is,  of  course,  not  worthwhile  to  use  a 
solution-fed  tool  when  a  small  thickness  of  deposit 
is  required  on  a  small  area  of  one  part.  Solution- 
fed  tools  are  not  used  with  precious  metals,  since 
a  higher  volume  of  a  high  cost  solution  is  required. 
Solution-fed  tools  usually  double  plating  speed 
and  improve  the  quality  and  reliability  of  the 
deposit  because  the  flowing  solution  (1)  cools  the 
anode,  allowing  higher  currents  to  be  passed;  (2) 
ensures  that  sufficient  fresh  solution  is  maintained 
in  the  work  area;  and  (3)  eliminates  time  wasted 
in  dipping  for  solution. 

Use  the  following  procedure  to  determine  if 
it  is  worthwhile  to  use  a  solution-fed  tool. 

1.  Use  Formula  1  (page  14-59)  to  determine 
amp-hours   required   for   one   part   and  then 
multiply  by  the  number  of  parts. 

2.  Determine  the  type  of  tool  to  be  used  and 
also    its   contact   area.    Then   use   formula  4 
(page  14-60)  to  determine  the  total  plating  time 
if  the  solution  is  pumped  through  the  tool. 

Since  dipping  for  solution  usually  doubles 
plating  time,  the  value  you  determine  in  step  2 
above  also  represents  the  extra  time  you  will  spend 
dipping  for  solution.  This  possible  savings  in  time 
can  help  you  determine  if  it  is  worthwhile  to  set 
up  to  pump  the  solution. 

Standard  Tools 

Standard  tools  (figures  14-13  and  14-14)  are 
available  for  preparing  and  plating  a  wide  variety 


14-26 


AC -SERIES 


WC -SERIES 


TOOL  COMPONENTS 

Cat.  No.         Handle          Anode  Adapter 

AIR-COOLED    (for  small  areas  and  I.D.'s) 
Solution  Dip 


AC 

-0 

AC  1-3 

AC-0* 

.09  0  x  2" 

AC 

-  1 

AC  1-3 

AC-1 

.180  0x  2.25" 

AC 

-2 

AC  1-3 

AC-2 

.25"  0x2.25" 

AC 

-3 

AC  1-3 

AC-3 

.31"  0x2.25" 

AC 

-4 

AC  4-7 

AC-4 

.375"  0  x  3" 

AC 

-5 

AC  4-7 

AC-5 

.5"0x  3" 

AC 

-6 

AC  4-7 

AC-6 

AC 

.75"  0x  3.5" 

AC 

-7 

AC  4-7 

AC-7 

AC 

1.0"  eJx  1" 

AC 

-8 

AC  4-7 

AC-8 

AC 

2.25"  x  1.5"  x.  75" 

AC 

-9 

AC  4-7 

AC-9 

AC 

2"  x3"  x  .75" 

*AC  -  0  ANODE  is  platinum  clad  titanium 

WATER-COOLED   (for  larger  I.D.'s) 
Solution  Dip 

WC  -  25         WC  -  25         WC-25 

1.125"  0x  3.75" 

WC  -  40         WC  -  40         WC-40 

1.625"  0x3.75" 

WC  -  55         WC  -  75         WC-55 

2.125"  0x  3.75" 

WC  -  70         WC  -  75         WC-70 

3"  0x3.75" 

WC  -  75         WC-75         WC-75 

3.125"0x  2.11V' 

SOLUTION  FED   (for  larger  I.D.'s) 


FG 
FG 
FG 
FG 
FG 


RF 

-  15 

F 

RF-15 

FG 

1.5"  0 

x3.75" 

RF 

-20 

F 

RF-20 

FG 

2"p  x 

3.75" 

RF 

-25 

F 

RF-25 

FG 

2.5"  0 

x3.75" 

RF 

-30 

F 

RF-30 

FG 

3"0x 

3.75" 

Figure  14-13.— Standard  plating  tools. 


28.451X 


14-27 


V  f 


SCC  -  SERIES  /  SCG  -  SERIES 


TOOL  COMPONENTS 

Cat.  No.         Handle          Anode  Adapte 

SOLUTION  FED   (for  O.D.'s) 

SCC-10          AC  4-7  SCC-10  A 

1"  I.D.  x  1"  wide 

SCC-15          AC  4-7  SCC-15  A 

1.5"  I.D.  x  1"  wide 
SCC-20  A 

2"  I.D.  x  1"  wide 
SCC-25 

2.5"  I.D.  x  1"  wide 
SCG-25 

2.5"  I.D.  x  2"  wide 
SCG-30 

3"  I.D.  x  2"  wide 
SCG-35 

3.5"  I.D.  x  2"  wide 
SCG-40 
4"  I.D.  x  2"  wide 


SCC-20 

AC 

4-7 

SCC-25 

AC 

4-7 

SCG-25 

G 

SCG-30 

G 

SCG-35 

G 

SCG-40 

G 

FG  -SERIES  /  FF-  SERIES 


FLAT  &  MULTI-PURPOSE  TOOLS 
Solution  Dip 


FG  1 

2.5"  x  2.5"x  1" 

FG  2 

3.5"  x  3.5"  x  1" 

FG  3 

4.5"  x  4.5"x  1" 


FF  1 

2.5"  x  2.5"  x  1' 

FF  2 

3.5"  x  3.5"  x  V 

FF3 

4.5"  x  4.5"  x  1' 

FF4 

4"x  3"x  2" 

FF-5 

6"  x  4"  x  2" 


NOTE:  All  anodes  except  AC-0  are  made  of  special  grades  of 
graphite.  Anodes  of  any  size,  shape  or  material  can  be 
made  on  short  order,  please  inquire. 


Figure  14-14.— Standard  plating  tools. 


28.452] 


of  sizes  and  shapes  of  parts.  These  are  described 
on  the  following  pages.  You  can  use  standard 
tools  if  they  meet  the  following  requirements. 

Preparatory  Tools: 

1 .  Cover  approximately  10%  or  more  of  the 
area  to  be  plated. 

2.  Cover  the  full  length. 

Plating  Tools: 

1.  Provide  the  optimum  contact  area. 

2.  Cover  the  full  length. 

3.  Allow  for  pumping  the  solution  when 
required. 

NOTE:  You  must  allow  1/8  to  1/4  inch  on 
the  radius  for  the  tool  cover  when  considering 
standard  tools  for  O.D.'s  and  I.D.'s. 


Special  Tools 

You  should  use  special  plating  tools  when 
standard  plating  tools  will  not  effectively 
accommodate  a  particular  area  to  be  plated.  The 
greater  the  thickness  of  plate  desired  and/or  the 
larger  the  number  of  pieces  to  be  plated,  the  more 
desirable  it  is  to  use  special  tools,  since  there  is 
more  opportunity  to  offset  the  extra  cost  by 
savings  in  plating  time. 

1.  Obtain  required  information  for  the  job: 

a.  Amperage  output  of  the  power  pack  to 
be  used. 

b.  Plating  solution  to  be  used. 

c.  Shape  and  size  of  the  area  to  be  plated. 

2.  Determine  the  optimum  contact  area  using 
either  table  14-3  or  formula  3  (see  page  14-60). 

3.  Determine  the  maximum  practical  contact 
area: 

a.  On  flat  surfaces  it  is  the  total  area 

b.  On  O.D.'s  it  is  50%  of  the  total  area 
since  you  can  always  cover  the  full 
length     but    only     50%     of    the 
circumference. 

c.  On  I.D.'s  it  is  50%  of  the  total  area 
since  you  can  always  cover  the  full 
length,  but  practically  only  50%  of  the 
circumference.  Attempts  to  get  more 
than  50%   contact  on  an   I.D.   are 
generally  defeated  by  compression  of 
the  tool  cover  during  plating. 


4.  When  the  maximum  practical  contact  area 
(3  above)  is  less  than  optimum  contact  area  (1 
above)  the  special  tools  should  be  as  follows: 

a.  On  flat  areas  the  tool  should  be  1  or  2 
inches  wider  than  the  area  to  be  plated. 
This  allows  for  moving  the  tool  while 
plating. 

b.  On  I.D.'s  and  O.D.'s  the  tool  should 
cover  the  full  length  and  one-half  of  the 
circumference. 

5.  When  the  optimum  contact  area  is  less  than 
the  maximum  practical  contact  area,  the  special 
tools  should  be  designed  to  give  the  optimum 
contact  area. 

In  the  interest  of  getting  a  uniform  thickness, 
the  full  length  of  an  I.D.  or  O.D.  and  the  smaller 
dimension  of  a  rectangle  is  covered.  This 
establishes  one  contact  dimension.  To  get  the 
second,  divide  the  optimum  contact  area  by  the 
first  dimension. 

The  height  of  the  anode  is  not  critical.  It 
should  be  high  enough  to  accommodate  the 
handle  hole  and  solution  flow  lines.  If  the  anode 
is  too  high,  it  just  adds  to  tool  weight.  Heights 
of  1  to  2  inches  are  generally  used. 

6.  Select  handles,  solution  inlet  fittings,  and 
so  on  based  on  design  plating  amperage.  When 
dimensions  of  anodes  are  based  on  the  optimum 
contact  area,  the  plating  amperage  should  be  the 
amperage  rating  of  the  power  pack.  When  the 
anode   dimensions    are   based    on    maximum 
practical  contact  area,  compute  the  expected 
plating  amperage  using  formula  4  (page  14-60). 

At  this  point  you  will  find  a  ruler  and  a 
compass  helpful  in  sketching  in  the  anode.  Keep 
the  following  rules  in  mind: 

•  On  radii  for  I.D.  and  O.D.  tools,  allow  for 
the  anode  cover,  usually  1/4  inch  thick. 

•  Space  the  solution  outlet  holes  coming  out 
of  the  working  face  of  the  anode  at  intervals  of 
at  least  every  1  inch  in  the  direction  of  the  length 
of  an  I.D.  or  O.D.  tool  and  perpendicular  to  the 
direction  of  tool  movement  on  a  flat  surface  tool. 
This  eliminates  the  possibility  of  plating  tapers 
through  uneven  solution  distribution.  In  the  other 
direction,  they  should  be  spaced  at  least  every  2 
inches  to  ensure  reasonably  complete  wetting  of 
the  cover  and  to  permit  passage  of  current 
throughout  the  cover.  The  outlet  holes  are  usually 
3/32  inch  in  diameter. 


•  Make  the  main  distribution  hole  in  the 
anode  next  to  the  inlet  fitting  at  least  1/4  inch  in 
diameter  when  you  use  a  small  submersible  pump 
and  1/2  inch  in  diameter  when  you  use  a  large 
submersible  pump.  This  helps  ensure  that  all 
outlet  holes  are  reasonably  well  fed. 

The  following  examples  will  help  you  under- 
stand how  to  make  the  special  tools  you  may  need 
in  contact  electroplating. 

EXAMPLE  #1 

Plate  a  16-inch  length  of  a  13  inch  O.D.  tubing 
with  .006  inch  of  nickel  Code  2080.  Use  a  200-amp 
power  pack.  You  can  rotate  the  part  in  a  lathe. 

The  optimum  contact  area  is  34  sq  in.  which 
is  less  than  50%  of  the  total  area  to  be  plated. 
Covering  the  full  length  of  16  inches  gives  one 
contact  dimension.  The  contact  width  around  the 
surface  then  is 

CS  =  II  =  2  1/8  inches 


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Allowing  for  a  cover  thickness  of  1/4  inch, 
put  a  6  3/4-inch  radius  in  the  16  inch  x  2  1/8-inch 
face.  To  help  keep  the  rather  long  tool  squarely 
on  the  part,  use  two  G-handles.  Make  the  solution 
outlet  holes  slightly  larger  as  their  distance  from 
the  solution  inlet  port  increases.  (See  figure  14-15.) 

EXAMPLE  #2: 

A  12-inch  I.D.,  3  inches  long  requires  0.0035 
inch  of  nickel,  Code  2085.  The  part  is  very  large 
and  cannot  be  rotated.  Therefore,  you  must  move 
the  tool  by  hand.  Use  a  100-amp  power  pack.  The 
amp-hours  required  for  the  job  are 

Amp-hr=  .015x35  x  113   =59 

A  tool  such  as  the  Rf-30  will  give  a  small 
contact  area,  draw  only  approximately  30  amps, 
and  result  in  a  plating  time  of  2  hours.  A  better 
tool  would  be  a  pie  wedge-shaped  tool  which  has 
the 

a.  disadvantage  of  having  to  be  rotated  in 
addition  to  being  moved  around  the  I.D. 

b.  advantage  of  being  able  to  draw  100  amps 
which  reduces  the  plating  time  to  0.6  hours. 

In  view  of  the  difficulty  in  moving  the  tool, 
make  the  tool  33/4  inches  long  to  ensure  full 
contact  along  the  length.  The  bore  being  3  inches 
long,  the  contact  length  remains  3  inches.  (See 
fig.  14-16.)  The  optimum  contact  area  is  15  sq  in. 
The  contact  width  then  is 

CS  =  y  =  5  inches 

EXAMPLE  #3: 

Ten  bearings  must  be  plated  on  a  20  inch  long, 
26  inch  I.D.  with  .002  inch  of  babbitt,  Code  4009, 
per  side.  The  part  will  be  rotated  in  a  barrel 
rotator,  leaving  the  I.D.  accessible  from  both 
ends.  Use  a  100-amp  power  pack. 

The  optimum  contact  area  is  100  sq  in.  Since 
the  contact  length  is  20  inches,  the  contact  width 
is  100/20  or  5  inches.  Solution  will  be  pumped  in 
from  both  ends  to  obtain  more  uniform  solution 
distribution,  since  thickness  control  is  critical.  Use 
two  G-handles  to  help  keep  the  tool  properly 
located  on  the  part.  Mill  a  channel  into  the 
anode  face  around  the  outlet  hole  to  get  better 
distribution  along  the  length  of  the  anode. 
(See  fig.  14-17.) 


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Figure  14-16.— Design  of  a  special  tool. 


Plating  Tool  Anode  Materials 

A  grade  of  graphite  with  maximum  resistance 
to  breakage  and  anodic  corrosion  is  used  on  most 
standard  tools  and  in  the  fabrication  of  special 
tools  from  block  form.  Other  materials,  however, 
have  been  used  and  are  recommended.  Check  the 
manufacturer's  instruction  manual  for  particular 
applications. 

Use  sandpaper  or  other  similar  abrasive 
materials  to  remove  loose  graphite  from  the 
working  area  of  graphite  anodes  used  as  part 
of  the  recovering  operations.  This  helps  keep 
subsequently  used  solutions  clean.  Then, 
thoroughly  soak  the  anodes  in  clean  water  and 
wipe  off  the  abraded  area. 

Thorough  cleaning  of  the  anode  is  particularly 
important  when  the  tool  will  be  used  later  with 
a  different  solution.  Thorough  cleaning  of  the 
anode  (or  use  of  one  tool  for  one  operation)  is 
of  maximum  importance  in  forward  "cleaning 
and  deoxidizing"  and  "activating"  operations. 


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Figure  14-17. — Design  of  a  special  tool. 


Since  you  may  not  always  be  able  to  clean  a  tool 
thoroughly,  your  best  action  is  to  identify  it  for 
and  use  it  with  only  one  preparatory  or  plating 
solution. 


Plating  Tool  Covers 

The   plating   tool   cover   performs    several 
important  functions: 

1 .  It  insulates  the  anode  from  the  part  and 
thereby  (a)  prevents  damage  to  the  part  by  direct 
shorting  and  (b)  forces  current  to  pass  through 
the  solution  which  allows  electrocleaning,  plating, 
and  so  forth  to  occur. 

2.  It  mechanically  scrubs  the  surface  being 
plated  which  permits  sound  deposits  to  be  applied 
rapidly. 

3.  It  holds  and  uniformly  distributes  the  solu- 
tion where  it  is  needed. 


14-31 


Several  covering  materials  are  used  with  the  plating  process.  They  may  be  categorized 
as  follows: 


INITIAL  COVER:  Holds  and  distributes  solution,  but  requires  a  final  cover  since  it 
is  not  wear  resistant. 

FINAL  COVER:  Overlay  cover  on  an  initial  cover  to  provide  wear  resistance. 

COMBINATION  COVER:  Can  be  used  by  itself  since  it  holds  and  distributes  the 
solution  uniformly  and  has  satisfactory  wear  resistance. 


SPECIAL  COVERS:  Used  for  special  effects  such  as  described  below. 
COVER  TYPE 


ADVANTAGES,  DISADVANTAGES, 

AND  USES 


Cotton  Batting  Initial 


Dacron  Batting  Initial 


Cotton  Tubegauze       Final 


Dacron  Tubegauze      Final 


White  Scotch-Brite      Combination 


Dacron  Felt 


Combination 


Gray  Scotch-Brite        Special  Purpose 


Widely  used  because  of  its  very  low  cost  and 
excellent  absorbency  and  purity.  Cannot  be  used 
with  chromium,  Code  2031,  and  copper,  Code 
2055.  Requires  a  final  cover  for  wear  resistance. 

Used  very  little  because  of  its  high  cost 
compared  to  cotton  batting.  Used  as  a  replace- 
ment for  cotton  batting  with  very  corrosive 
solutions  such  as  chromium  2031  and  copper 
2055. 

Used  to  a  moderate  degree  as  a  final  cover.  Very 
low  cost  and  high  purity  and  absorbency.  Has 
less  wear  resistance  than  Dacron  tubegauze. 
Used  as  a  final  cover  for  preparatory  tools  and 
for  rhodium  plating. 

Widely  used  as  a  final  cover  especially  for 
plating  tools  where  its  superior  wear  resistance 
compared  to  cotton  tubegauze  is  important. 
Low  cost,  moderate  purity  and  absorbency. 

Used  frequently  for  plating  tools  because  of  its 
moderate  cost  and  high  purity  and  wear 
resistance.  Absorbency  is  poor  and  therefore 
satisfactory  only  when  solution-fed  tools  are 
used  with  the  workpiece  under  the  tool. 

Used  frequently  for  plating  tools  because  of  its 
excellent  wear  resistance,  absorbency,  and 
moderate  cost  and  purity. 

Used  occasionally  when  a  higher  than  normal 
thickness,  such  as  0.005  to  0.015  inch,  is 
required  in  a  certain  deposit.  Keeps  the  deposite 
smoother  than  normal  since  it  has  an  abrasive 
which  polishes  as  plating  is  proceeding.  One 
problem  in  using  this  material  is  that  an  effect 
called  "Plating  in  Cover"  usually  starts  in 
approximately  10  minutes.  It  is  the  actual 
plating  of  metal  in  the  form  of  a  fine  powder 
in  the  cover  rather  than  the  material  being 
applied  on  the  workpiece.  This  is  indicated  by 
brightening  of  the  surface  being  plated  and  a 
considerable  rise  in  amperage  at  a  given  voltage. 


Gray  Scotch-Brite 
(Continued) 


Special  Purpose 
(Continued) 


Bonnet  Material 


Combination 


Carbon  Felt 


Special  Purpose 


This  in  turn  requires  that  the  voltage  be 
decreased  to  maintain  a  constant  amperage.  As 
this  continues,  more  and  more  plating  occurs 
in  the  cover  and  less  occurs  on  the  part, 
requiring  at  some  point  replacement  of  the 
cover,  sometimes  several  times.  Replacement  of 
the  cover  is  usually  done  when  the  voltage  has 
been  reduced  to  half  of  the  starting  voltage. 
Replacement  of  the  cover  is  ordinarily  done  by 
quickly  taking  off  the  old  Scotchbrite  and 
applying  new  material,  pre-soaked  with  plating 
solution.  This  eliminates  the  need  to  prepare 
(clean,  etch,  and  so  forth)  the  surface  for 
additional  plating.  Cost  is  moderate  and  wear 
resistance  is  good. 

Used  moderately  for  preparatory  and  plating 
tools.  Moderate  in  cost,  wearability,  and 
purity.  High  in  absorbency.  Not  recommended 
with  certain  preparatory  and  plating  solutions. 
Refer  to  the  plating  equipment  instruction 
manual. 

Applied  directly  on  the  anode  and  then  covered 
with  a  thin  final  insulating  cover.  The  carbon 
felt  serves  as  the  outside  surface  of  the  anode. 
The  felt  is  conductive  enough  to  carry  plating 
current,  but  not  conductive  enough  to  damage 
the  part  of  shorting  if  the  thin  final  cover  is 
worn  through.  Two  important  advantages  are 
thereby  gained  using  the  combination  carbon 
felt  and  thin  final  cover. 

(1)  Better  throwing  power  into  internal  corners 
such  as  in  O-ring  grooves. 

(2)  Less  tool  overheating  with  solutions  plated 
at  high  voltages  and,  therefore,  lower  possible 
plating  times. 

Cost  is  high  and  absorbency  and  purity  are 
excellent. 

Used  for  low  thickness  deposits  (9.001  inch  or 
less)  where  an  as  plated  surface  is  desired  that 
will  be  brighter  than  one  started  with.  There  is 
some  sacrifice  of  quality  of  deposite  and 
adhesion. 

Special  Purpose  Very  thin  wear  resistant  cover  useful  for  plating 
Combination  small  I.D.'s,  grooves,  and  so  forth  where 
Cover  conventional  covers  cannot  be  used.  Absorb- 

ency is  poor. 

Plating  tools  with  clean  and  unworn  covers,  which  will  be  used  the  next  day,  may  be 
tightly  wrapped  in  a  clean  plastic  sheet  or  bag.  Plating  tools  that  will  not  be  used  for  several 
days  should  be  re-covered.  Plating  solution  remaining  in  the  covers  can  be  squeezed  out 
and  filtered  for  reuse. 


Orion 


Special  Purpose 
Final  Cover 


Pellon 


14-33 


PREPARATION  OF  ANODES  FOR 
THE  ELECTROPLATING  PROCESS 

The  following  paragraphs  contain  step-by-step 
procedures  for  you  to  use  in  preparing  various 
types  of  anodes  for  use  in  plating. 

SCC  AND  SCG  SERIES  ANODES 

To  prepare  SCC  and  SCG  anodes  for  plating 
outside  diameters,  take  the  following  steps: 

PREPARE  THE  COTTON  BATTING— Cut 

a  piece  of  cotton  batting  large  enough  to  cover 
the  concave  side  of  the  anode  to  be  wrapped.  It 
is  important  that  the  cotton  fibers  run  along  the 
longest  dimension  of  the  pad.  This  pad  can  be 
split  into  two  layers  for  use  on  smaller  anodes 
(picture  1).  The  thickness  of  the  cotton  used  may 
vary,  according  to  the  application.  Experience  has 
shown  that  a  3/16"  thickness  works  well  for  the 
average  application. 


28.457X 

MOLD  THE  COTTON  TO  THE  ANODE— 

Mold  the  cotton  to  the  concave  side  of  the  anode 
(picture  2). 


28.457X 

FASTEN    THE    TUBEGAUZE— Cut    a 

suitable  size  of  tubegauze  (at  least  twice  the  length 


of  the  anode)  and  slip  half  of  the  tubegauze  over 
the  anode  and  its  cover  (picture  3).  Twist  the 
remaining  half  of  the  tubegauze  (picture  4)  and 
slip  it  back  over  the  anode.  You  then  have  two 
layers  of  tubegauze  cover,  you  should  secure  the 
ends  with  rubber  bands  or  tubegauze  ties  around 
the  base  of  the  Dalic  Plating  Solution  flow 
tube  (picture  5).  Cut  a  hole  in  the  tubegauze  for 
the  Dalic  tool  handle  and  insert  the  handle 
(pictures  6  and  7).  The  finished  tool  should  have 
a  smooth  concave  surface  (picture  8). 


28.457X 

AC,  WC,  AND  RF  SERIES  ANODES- 
GENERAL  PURPOSE 

Take  the  following  steps  to  prepare  AC,  WC, 
and  RF  series  anodes  for  plating  inside  diameters 
and  flat  surfaces. 

PREPARE  THE  COTTON  BATTING— Cut 

a  piece  of  long-fiber  cotton  batting  about  one  inch 
wider  than  the  length  of  the  Dalic  anode  and  six 
to  eight  times  longer  than  the  diameter.  Split  the 
cotton  to  about  a  3/32"  thickness  so  that  the  final 
cover  thickness  after  rolling  will  be  3/16".  Lay  the 
cotton  on  a  table  and  wet  the  anode  with  water 


14-34 


no  bulges  or  thin  spots  (picture  13). 


28.548X 


12 


FOLD  THE  ENDS  EVENLY— Fold  the 
protruding  end  of  the  cotton  evenly  over  the  tip 
of  the  anode  (picture  10). 


28.548X 

WRAP  THE  COTTON  TIGHTLY— Wrap 
the  cotton  around  the  anode  tightly  by  rolling 
from  one  end  to  the  other.  Feather  the  ends  of 
the  cotton  so  that  the  long  fibers  can  be  inter- 
twined (picture  11). 


28.548X 


FG  AND  FF  SERIES  ANODES- 
GENERAL  PURPOSE 

Take  the  following  steps  to  prepare  FG  and 
FF  series  anodes  for  plating  flat  and  other 
surfaces. 

FOLD  THE  COTTON  AROUND  THE 
ANODE— Cut  the  long-fiber  cotton  pad  for  the 
FG  and  FF  anodes  to  provide  a  1/2"  overlap 
around  the  anode.  Place  the  anode  on  the  cotton 
making  sure  that  the  length  of  the  cotton  fibers 
run  in  the  direction  of  the  long  side  of  the  anode 
(picture  14).  Fold  the  cotton  evenly  around  the 
anode  and  keep  the  bottom  surface  smooth 
(picture  15). 


28.548X 


15 


28.548X 


SECURE  THE  COTTON  WRAP  WITH 
TUBEGAUZE— The  application  of  tubegauze 
provides  maximum  wear  resistance  and  prevents 
cutting  through  on  sharp  edges.  Apply  the 


INSERT  THE  ANODE  INTO  THE  TUBE- 
GAUZE — Holding  the  wrapped  anode  by 
the  bottom  to  keep  the  cotton  smooth,  insert 
it  into  a  piece  of  tubegauze  of  appropriate 


14-35 


size  (picture  16).  Secure  the  ends  of  the  tube- 
gauze  tightly  by  twisting  them  and  binding 
them  with  rubber  bands  or  tubegauze  ties 
(picture  17). 


anode  and  partway  up  the  end.  Punch  holes  for 
tubegauze  ties  (Picture  20). 


20 


28.549X 


28.548X 


CUT  A  HOLE  FOR  THE  HANDLE— Cut 

a  hole  in  the  tubegauze  large  enough  to 
screw  the  Dalic  tool  handle  into  the  anode 
(picture  18).  The  fully  wrapped  FG  or  FF 
anode  should  have  a  smooth  even  pad  of  cotton 
on  the  bottom,  secured  tightly  by  the  tubegauze 
(picture  19). 


MAKE  TIES— Cut  the  tubegauze  ties  (#56 
Dacron  is  best)  as  shown  (Pictures  21,  22). 


19 


28.548X 


28.549X 


TIE  THE  COVER  TO  THE  TOOL— Secure 
the  cover  to  the  tool  with  ties  (Picture  23).  It  may 
be  necessary  to  make  a  cover  with  "ears"  in  some 
applications  where  a  more  secure  cover  is 
required. 


SCC  AND  SCG  ANODES-SPECIAL 
PURPOSE 

Take  the  following  steps  to  prepare  SCC  and 
SCG  anodes  with  Scotchbrite,  Dacron  felt,  and 
similar  materials. 

PREPARE  THE  SCOTCHBRITE— Cut  a 

piece  of  Scotchbrite  1/4-1/2"  wider  than  the  anode 
and  long  enough  to  cover  the  concave  side  of  the 


23 


28.549X 


and  other  special  anodes  with  Scotchbrite,  Dacron 
felt,  and  similar  materials  for  plating  flat  and 
other  surfaces. 

PREPARE  THE  SCOTCHBRITE  AND 
THE  TIES— Cut  a  piece  of  Scotchbrite  1/4-1/2" 
wider  than  the  anode  and  long  enough  to 
cover  the  working  surface  and  extend  onto  the 
top  of  the  tool.  Punch  the  necessary  holes  in 
the  Scotchbrite  and  make  the  tubegauze  ties 
(Picture  24). 


28.460X 


TIE  THE  COVER  TO  THE  TOOL— Secure 
the  cover  to  the  tool  with  the  ties  (Picture  25). 


28.460X 


unlimited.  Each  manufacturer  can  provide  you 
specific  information.  As  a  general  rule,  solutions 
should  be  stored  at  room  temperature  away  from 
light.  Excess  cold,  in  storage  or  in  transit,  may 
lead  to  "salting  out,"  that  is,  formation  of  solid 
crystals  at  the  bottom  of  the  container.  You  may 
restore  these  solutions  to  full  effectiveness  by 
heating  them  to  approximately  140°F  and 
stirring  them  until  all  salted  out  material  is 
redissolved. 

Return  used  plating  solution  to  used  plating 
solution  bottles  along  with  a  log  of  the  ampere- 
hours  passed  through  the  solution.  This  will 
provide  some  idea  of  how  heavily  the  solution  has 
been  used.  The  used  solution  is  best  used  on  less 
critical  applications  requiring  lower  thicknesses 
of  deposits. 

As  a  solution  is  used  and  collected  for  reuse 
it  tends  to  become  diluted  by  water  used  to  rinse 
the  parts  that  are  plated.  A  minor  dilution  will 
not  cause  a  plating  problem.  However,  when 
dilution  reaches  25%  the  solution  should  be 
discarded. 


MASKING 

Masking  serves  several  purposes  in  the 
electroplating  process:  It  prevents  plating  from 
being  applied  on  areas  where  it  is  not  wanted.  It 
provides  a  definite  area  to  be  plated,  which 
permits  more  accurate  thickness  control.  It 
reduces  waste  of  metal  from  the  plating  solution. 
It  reduces  the  possibility  of  contaminating  the 
solution. 

Masking  tapes  are  generally  used  to  mask  off 
areas  immediately  adjacent  to  the  area  being 
plated.  The  materials  tapes  may  be  made  of  vinyl, 
polyester,  aluminum,  and  copper  tape.  Do  not  use 
absorbent  tapes,  such  as  painter's  masking  tape, 
since  they  can  cause  small  amounts  of  one 
solution  to  contaminate  another  solution. 

Although  you  should  mask  all  parts  carefully, 
you  must  mask  more  carefully  when  you  plan  to 
use  a  corrosive  solution  on  a  reactive  base  material 
or  when  your  plating  process  will  develop 
considerable  heat. 


14-37 


Careful  masking  includes: 

1.  Careful  cleaning  of  the  surface  before  you 
apply  the  tape. 

2.  Pressing  down  the  tape  where  a  second 
layer  of  tape  rises  to  cover  a  preceding  layer 
of  tape. 

3.  Applying  vinyl  tape  on  surfaces  such  as 
I.D.'s  with  no  tension,  since  vinyl  tape 
tends  to  spring  back. 

Vinyl  tapes  are  ordinarily  used  for  most 
solutions.  However,  there  are  exceptions  listed  by 
individual  vendors.  Consult  your  instruction 
manual  for  particular  solutions  for  which  vinyl 
tape  cannot  be  used. 

Use  aluminum  tape  on  demanding  masking 
jobs  such  as  when  you  use  corrosive  solutions, 
when  you  plate  with  solutions  that  develop  heat, 
and  when  you  mask  difficult  areas  such  as  I.D.'s. 
Aluminum  tape  has  an  excellent  adhesive  and  is 
strong  and  ductile.  It  will  stay  when  carefully 
pressed  down.  You  may  then  apply  vinyl  tape  over 
the  aluminum  tape  and  it  will  stay  better  since  it 
is  on  a  fresh,  clean  surface. 

A  masking  technique  that  offers  a  number  of 
advantages  is  to  mask  with  aluminum  tape  and 
then  mask  off  a  larger  area  with  a  nonconductive 
tape  such  as  vinyl,  leaving  a  1/8  to  1/4-inch  band 
of  aluminum  tape  exposed.  The  aluminum  tape, 
being  conductive,  will  in  a  minute  or  so  start 
taking  plating.  The  first  traces  of  burning  and  high 
buildup  will  then  occur  at  the  vinyl  masked  edge 
on  the  aluminum  tape.  The  area  of  interest, 
therefore,  will  have  no  buildup  and  is  less  likely 
to  be  burned  at  the  edges. 

You  may  occasionally  have  to  mask  off  large 
areas  to  prevent  corrosive  solutions  from 
attacking  the  part  and  to  prevent  solution 
contamination.  In  these  cases,  apply  tape  to  the 
immediately  adjacent  areas;  mask  areas  farther 
away  with  (1)  "Contact  Paper"  which  comes  in 
18-inch  wide  rolls,  (2)  quick  drying  acrylic  spray 
paints,  (3)  vinyl  drop  cloth,  or  (4)  "Orange  Paint" 
which  is  a  tough  adherent,  heat  resistant  brush- 
on  type  of  paint. 

SETTING  UP  THE  JOB— LONGER 
RANGE  PREPARATIONS 

This  section  deals  with  how  to  properly  make 
the  longer  range  preparations  to  carry  out  a  job. 
It  includes  recommendations  on  selecting  and 
assuring  that  the  proper  solutions,  power  pack, 
preparatory  tools,  plating  tools,  and  so  on  are 
available.  The  material  is  arranged  in  a  step  by 


step   manner   developed   from   past   practical 
experience. 

We  assume  that  a  basic  installation  is  available 
including  a  power  pack.  You  can,  however,  use 
steps  1  through  7  to  select  an  appropriate  installa- 
tion including  a  power  pack  or  to  assure  that  an 
appropriate  installation  has  been  purchased. 

Step  #1      Obtain  the  necessary  information  on 
the  job  including: 

a.  The  number  of  parts  to  be  done. 

b.  The  material  on  which  deposit  will  be 
applied.  In  most  cases,  it  will  be  the  material  from 
which  the  part  is  made.  If  the  part,  however,  has 
had  a  surface  treatment  such  as  an  electroplate 
or  carburizing,  the  plating  will  be  applied  on  the 
surface  material  and  not  on  what  is  underneath. 

c.  The  area  to  be  plated;  that  is,  have  a 
concrete  idea  of  size  and  shape  of  the  area  to  be 
plated. 

d.  The  purpose  and  requirements  of  the 
deposit;  that  is,  why  the  coating  is  being  applied 
and  what  it  is  expected  to  do. 

e.  A  general  idea  of  what  is  adjacent  to  the 
area  to  be  plated. 

f.  The  required  thickness  of  the  deposit. 

Step  #2      Selecting  the  plating  solution  to  use. 

This  is,  in  most  cases,  an  extremely  important 
step.  Proper  selection  assures  that  you  will  get  the 
desired  results  with  maximum  ease  and  minimum 
cost.  In  many  cases,  the  pure  metal  or  alloy  will 
have  already  been  chosen  either  by  a  specification 
or  blueprint;  in  other  cases,  the  metal  or  alloy  will 
be  obvious,  such  as  cadmium  for  touching  up  a 
defective  cadmium  deposit.  In  these  cases,  if  there 
is  a  choice  of  solutions,  only  the  selection  of  the 
proper  specific  solution  remains.  There  are  other 
cases  where  a  particular  metal  or  alloy  is  not 
specified  or  obvious  such  as  in  salvage  or  repair. 
Tables  14-4,  14-5,  14-6,  14-7  and  14-8  have  been 
prepared  to  assist  you  in  both  instances.  Review 
these  tables  carefully  before  you  make  a  selection. 

Step  #3      Calculate  the  amp-hours  using  for- 
mula 1,  page  14-59. 

Step  #4      Decide  on  the  general  approach  to  the 
plating  job: 

a.  Whether  you  will  rotate  the  part  or  move 
the  tool  by  hand. 

b.  Whether  you  will  pump  or  dip  the 
solution. 


Plating 
Solution 

Code 

Normal 
Maximum 
Thickness 
In  One 
Layer  (In.) 

Ease  in 
Using 
Solution 

Ease  in 
Reactivating 
Deposit 

Corrosion 
Tendency 
in  Base 
Materials 

Special 
Toxicity 
Problems 

Antimony 

2000 

— 

Very  Difficult 

Low 

Toxic  Metal 

Bismuth 

2010 

— 

Very  Difficult 

Low 

None 

Cadmium 

2020 

.007 

Easy 

Very  Easy 

Some 

Toxic  Metal 

Cadmium 

2021 

.005 

Easy 

Very  Easy 

Low 

Toxic  Metal 

Cadmium 

2022 

.007 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Cadmium 

2023 

.005 

Easy 

Very  Easy 

Low 

Toxic  Metal 

Chromium 

2030 

.002 

Difficult 

Very  Difficult 

Low 

Toxic  Metal 

Chromium 

2031 

.0005 

Very  Difficult 

Very  Difficult 

Some 

Toxic  Metal 

Cobalt 

2043 

.008 

Easy 

Average 

Low 

None 

Copper 

2050 

.015 

Very  Easy 

Very  Easy 

High 

Very  Acidic 

Copper 

2051 

.006 

Average 

Difficult 

Low 

None 

Copper 

2052 

.004 

Easy 

Difficult 

Low 

None 

Copper 

2054 

.015 

Easy 

Easy 

High 

Very  Acidic 

Copper 

2055 

.012 

Easy 

Easy 

High 

Very  Acidic 

Iron 

2061 

.007 

Average 

Average 

Low 

None 

Lead 

2070 

.007 

Very  Easy 

Easy 

Low 

Toxic  Metal 

Lead 

2071 

.007 

Very  Easy 

Easy 

Low 

Toxic  Metal 

Nickel 

2080 

.007 

Average 

Average 

Low 

None 

Nickel 

2085 

.015 

Easy 

Easy 

Low 

None 

Nickel 

2086 

.007 

Average 

Average 

Low 

None 

Nickel 

2088 

.007 

Average 

Average 

Low 

None 

Tin 

2090 

.007 

Very  Easy 

Easy 

Low 

None 

Tin 

2092 

.007 

Very  Easy 

Easy 

Low 

None 

Zinc 

2100 

.003 

Easy 

Easy 

Low 

Toxic  Metal 

Zinc 

2101 

.008 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Zinc 

2102 

.006 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Zinc 

2103 

.012 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Gallium 

3011 



Average 

Low 

None 

Gold 

3020 

.007 

Easy 

Very  Easy 

Low 

Has  Cyanide 

Gold 

3021 

.007 

Easy 

Very  Easy 

Low 

Has  Cyanide 

Gold 

3022 

.007 

Easy 

Very  Easy 

Low 

Has  Cyanide 

Gold 

3023 

.001 

Easy 

Very  Easy 

Low 

Has  Cyanide 

Indium 

3030 

.010 

'Very  Easy 

Very  Easy 

Low 

None 

Palladium 

3040 

.005 

Easy 

Average 

Low 

None 

Platinum 

3052 

.005 

Average 

Easy 

Low 

Very  Acidic 

Rhenium 

3060 

.0001 

Very  Difficult 

Low 

Very  Acidic 

Rhodium 

3072 

.002 

Difficult 

Average 

High 

Very  Acidic 

Rhodium 

3074 

.001 

Difficult 

Average 

High 

Very  Acidic 

Silver 

3080 

.005 

Average 

Easy 

Some 

Has  Cyanide 

Silver 

3081 

.007 

Average 

Easy 

Some 

Has  Cyanide 

Silver 

3082 

.010 

Very  Easy 

Easy 

Low 

Has  Cyanide 

Silver 

3083 

.010 

Very  Easy 

Easy 

Low 

Has  Cyanide 

Nickel-Cobalt 

4002 

.007 

Average 

Average 

Low 

Toxic  Metal 

Tin-Indium 

4003 

.007 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Tin-Lead-Nickel 

4005 

.015 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Cobalt-Tungsten 

4007 

.005 

Difficult 

Difficult 

Low 

Toxic  Metal 

Nickel-Tungsten 

4008 

.005 

Difficult 

Difficult 

Low 

Toxic  Metal 

Babbitt-SAE  11 

4009 

.010 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Babbitt-Soft 

4010 

.010 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

Babbitt-Navy  #2 

4011 

.010 

Very  Easy 

Very  Easy 

Low 

Toxic  Metal 

28.X 


14-39 


Solution 

Code 

G/L 

Factor 

Max. 

Max. 

Yield  % 

Lit. 

Gal. 

Price 

Antimony 

2000 

80 

.008 

5 

2.5 

.062 

.031 

50 

2.7 

.72 

128 

Bismuth 

2010 

70 

.008 

3 

1.5 

.038 

.019 

50 

4.6 

1.21 

287 

Cadmium 

2020 

160 

.007 

12 

6 

.172 

.086 

40 

2.2 

.56 

109 

Cadmium 

2021 

70 

.007 

4 

2 

.057 

.029 

50 

4.1 

1.07 

216 

Cadmium 

2022 

110 

.007 

7 

3.5 

.100 

.050 

50 

2.6 

.68 

139 

Cadmium 

2023 

100 

.007 

8 

4.0 

.114 

.057 

50 

2.8 

.75 

150 

Chromium 

2030 

30 

.137 

12 

6 

.009 

.005 

7 

56.0 

14.8 

2,974 

Chromium 

2031 

150 

.120 

4 

2 

.003 

.002 

5 

15.7 

4.15 

874 

Cobalt 

2043 

80 

.020 

14 

7 

.070 

.035 

33 

5.4 

1.44 

242 

Copper 

2050 

60 

.013 

6 

3 

.046 

.023 

50 

4.9 

1.29 

94 

Copper 

2051 

60 

.013 

7 

3.5 

.054 

.027 

66 

3.7 

.97 

98 

Copper 

2052 

60 

.013 

7 

3.5 

.054 

.027 

66 

3.7 

.97 

102 

Copper 

2054 

60 

.013 

9 

4.5 

.069 

.035 

50 

4.9 

1.29 

Copper 

2055 

145 

.013 

25 

12.5 

.192 

.096 

25 

4.1 

1.07 

116 

Iron 

2061 

50 

.018 

12 

6 

.067 

.033 

12.5 

20.6 

5.45 

864 

Lead 

2070 

100 

.006 

4 

2 

.067 

.033 

50 

3.7 

.98 

98 

Lead 

2071 

100 

.006 

4 

2 

.067 

.033 

50 

3.7 

.98 

106 

Nickel 

2080 

110 

.021 

12 

6 

.057 

.029 

16.6 

8.0 

2.1 

338 

Nickel 

2085 

50 

.015 

14 

7 

.093 

.047 

50 

5.8 

1.54 

160 

Nickel 

2086 

40 

.025 

10 

5 

.040 

.020 

37.5 

9.7 

2.57 

445 

Nickel 

2088 

55 

.021 

12 

6 

.057 

.029 

30 

8.8 

2.34 

Tin 

2090 

80 

.007 

4 

2 

.057 

.029 

50 

3.0 

.79 

172 

Tin 

2092 

80 

.007 

4 

2 

.057 

.029 

50 

3.0 

.79 

166 

Zinc 

2100 

100 

.011 

6 

3 

.055 

.027 

50 

2.3 

.62 

56 

Zinc 

2101 

75 

.011 

14 

7 

.127 

.064 

50 

3.1 

.82 

75 

Zinc 

2102 

100 

.011 

14 

7 

.127 

.064 

40 

2.9 

.77 

75 

Zinc 

2103 

80 

.011 

14 

7 

.127 

.064 

50 

2.9 

.77 

84 

Gallium 

3011 

30 

.015 

3 

1.5 

.020 

.010 

50 

6.5 

1.71 

Gold 

3020 

100 

.006 

3 

1.5 

.050 

.025 

50 

6.3 

1.67 

Gold 

3021 

98 

.006 

3 

1.5 

.050 

.025 

50 

6.5 

1.71 

Gold 

3022 

90 

.006 

3 

1.5 

.050 

.025 

50 

7.0 

1.86 

Gold 

3023 

25 

.007 

.5 

.25 

.007 

.004 

50 

25.3 

6.7 

Indium 

3030 

60 

.009 

4 

2 

.044 

.022 

50 

4.0 

1.05 

Palladium 

3040 

30 

.017 

6 

3 

.035 

.018 

50 

13.1 

3.47 

Platinum 

3052 

50 

.150 

12 

6 

.008 

.004 

20 

35.2 

9.3 

Rhenium 

3060 

20 

.750 

6 

3 

.001 

.0005 

33 

52.2 

13.8 

Rhodium 

3072 

50 

.030 

6 

3 

.020 

.010 

60 

6.8 

1.80 

Rhodium 

3074 

20 

.030 

4 

2 

.013 

.007 

50 

20.4 

5.4 

Silver 

3080 

190 

.005 

8 

4 

.160 

.080 

33 

2.7 

.72 

Silver 

3081 

100 

.005 

2 

1 

.040 

.020 

50 

3.4 

.91 

Silver 

3082 

100 

.005 

5 

2.5 

.100 

.050 

50 

3.4 

.91 

Silver 

3083 

100 

.005 

5 

2.5 

.100 

.050 

50 

3.4 

.91 

Nickel-Cobalt 

4002 

84.2 

.030 

12 

6 

.040 

.020 

16.6 

10.4 

2.75 

361 

Tin-Indium 

4003 

73.4 

.008 

4 

2 

.050 

.025 

50 

3.3 

.86 

265 

Tin-Lead-Nickel 

4005 

84 

.006 

3 

1.5 

.050 

.025 

40 

3.8 

1.01 

158 

Cobalt-Tungsten 

4007 

80 

.020 

12 

6 

.060 

.030 

12.5 

14.5 

3.83 

640 

Nickel-Tungsten 

4008 

123 

.025 

12 

6 

.048 

.024 

10 

11.9 

3.13 

487 

Babbitt-SAE  11 

4009 

80 

.006 

1 

1 

.017 

.017 

33 

4.5 

1.19 

245 

Babbitt-Soft 

4010 

80 

.006 

1 

1 

.017 

.017 

33 

4.5 

1.19 

245 

Babbitt-Navy  #2 

4011 

80 

.006 

1 

1 

.017 

.017 

33 

4.5 

1.19 

231 

28.X 


14-40 


1U|1C1UC3    Ul 


Hardness 

Structure 
Properly  Plated 

Ductility 

Adhesion 

Deposit 

Code 

Knoop 

DPH 

BHN 

Re 

Antimony 

2000 

47 

40 

38 

— 

Very  Poor 

Poor 

Bismuth 

2010 

19 

16 

15 

— 



Very  Poor 

Poor 

Cadmium 

2020 

25 

21 

20 

— 

No  Defects 

Good 

Excellent 

Cadmium 

2021 

23 

20 

19 

— 

Micro  Porous 

Fair 

Fair 

Cadmium 

2022 

30 

26 

25 

— 

No  Defects 

Good 

Excellent 

Cadmium 

2023 

27 

23 

22 

— 

Micro  Porous 

Fair 

Fair 

Chromium 

2030 

681 

584 

553 

54 

Micro  Cracked 

Not  Coherent 

Fair 

Chromium 

2031 

908 

778 

709 

63 

Some  Stress  Cracks 

Very  Poor 

Fair 

Cobalt 

2043 

514 

441 

418 

45 

No  Defects 

Fair 

Excellent 

Copper 

2050 

165 

141 

134 

— 

No  Defects 

Excellent 

Excellent 

Copper 

2051 

249 

213 

202 

(14) 

No  Defects 

Poor 

Fair 

Copper 

2052 

244 

209 

198 

(13) 

No  Defects 

Poor 

Fair 

Copper 

2054 

206 

177 

168 

(  5) 

No  Defects 

Good 

Good 

Copper 

2055 

260 

223 

211 

(16) 

No  Defects 

Fair 

Good 

Iron 

2061 

595 

510 

483 

50 

Some  Stress  Cracks 

Very  Poor 

Excellent 

Lead 

2070 

7 

6 

6 

— 

No  Defects 

Excellent 

Good 

Lead 

2071 

7 

6 

6 

— 

No  Defects 

Fair 

Good 

Nickel 

2080 

530 

454 

430 

46 

No  Defects 

Very  Poor 

Excellent 

Nickel 

2085 

683 

585 

554 

54 

Micro  Cracked 

Very  Poor 

Fair 

Nickel 

2086 

326 

279 

264 

27 

No  Defects 

Excellent 

Excellent 

Nickel 

2088 

400 

343 

325 

35 

No  Defects 

Fair 

Excellent 

Tin 

2090 

8 

7 

7 

— 

No  Defects 

Excellent 

Good 

Tin 

2092 

9 

8 

8 

— 

No  Defects 

Excellent 

Good 

Zinc 

2100 

48 

41 

39 

— 

Micro  Porous 

Fair 

Good 

Zinc 

2101 

61 

52 

49 

— 

No  Defects 

Good 

Excellent 

Zinc 

2102 

63 

54 

51 

— 

No  Defects 

Excellent 

Excellent 

Zinc 

2103 

•3A1  1 

55 

47 

45 

— 

No  Defects 

Excellent 

Excellent 

Gallium 
Gold 

jUl  1 

3020 

148 

127 

120 



No  Defects 

Fair 

Excellent 

Gold 

3021 

140 

120 

114 

— 

No  Defects 

Fair 

Excellent 

Gold 

3022 

143 

123 

117 

— 

No  Defects 

Fair 

Excellent 

Gold 

3023 

140 

120 

114 

— 

No  Defects 

Fair 

Excellent 

Indium 

3030 

2 

2 

2 

— 

No  Defects 

Excellent 

Excellent 

Palladium 

3040 

436 

374 

354 

38 

Micro  Cracked 

Not  Coherent 

Fair 

Platinum 

3052 

•3  r\£  f\ 

550 

471 

446 

47 

No  Defects 

Fair 

Good 

Rhenium 
Rhodium 

oUOU 

3072 

927 

795 

718 

64 

Some  Stress  Cracks 

Very  Poor 

Fair 

Rhodium 

3074 

950 

814 

729 

64 

Some  Stress  Cracks 

Very  Poor 

Fair 

Silver 

3080 

110 

94 

89 

— 

No  Defects 

Very  Poor 

Fair 

Silver 

3081 

163 

140 

133 

— 

No  Defects 

Poor 

Good 

Silver 

3082 

80 

69 

65 

— 

No  Defects 

Poor 

Excellent 

Silver 

3083 

142 

122 

116 

— 

No  Defects 

Poor 

Excellent 

Nickel-Cobalt 

4002 

543 

465 

441 

47 

No  Defects 

Very  Poor 

Excellent 

Tin-Indium 

4003 

11 

10 

9 

— 

No  Defects 

Excellent 

Good 

Tin-Lead-Nickel 

4005 

9 

8 

8 

— 

No  Defects 

Excellent 

Excellent 

Cobalt-Tungsten 

4007 

630 

540 

512 

52 

Micro  Cracked 

Very  Poor 

Good 

Nickel-Tungsten 

4008 

620 

531 

503 

51 

Some  Stress  Cracks 

Very  Poor 

Good 

Babbitt-SAE  11 

4009 

25 

21 

20 

— 

No  Defects 

Fair 

Good 

Babbitt-Soft 

4010 

22 

19 

18 

— 

No  Defects 

Fair 

Good 

Babbitt-Navy  #2 

4011 

23 

20 

19 

— 

No  Defects 

Fair 

Good 

28.X 


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Solution 

o  o  o 

age 

N  N  R 

Zinc 
Gallium 

r-H    T-H 

O    O 

OO 

"o  "o 
OO 

Indium 
Palladium 
Platinum 

Rhenium 
Rhodium 

Rhodium 
Silver 

rH       lH       rH 

CD    1)     CD 

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Tin-Indium 

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1    "73      ^ 

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ffi 

14-43 


Table  14-8.— Solutions  Used  for  Salvage 


Solution 

Code 

BHN 

Normal                                    Maximum 
Maximum                                   Plating       Solution 
Build  Up  One          Ease  in             Speed         Cost  $ 
Ductility          Layer-Inches           Plating            In./Hr.       Per  In.3 

Chromium 

2031 

709 

Very  Poor 

.0005 

Very  Difficult 

.003 

874.00 

Nickel 

2085 

554 

Very  Poor 

.015 

Easy 

.093 

160.00 

Chromium 

2030 

553 

Not  Coherent 

.002 

Difficult 

.009 

2,974.00 

Cobalt- 
Tungsten 

4007 

512 

Very  Poor 

.005 

Difficult 

.060 

640.00 

Nickel- 
Tungsten 

4008 

503 

Very  Poor 

.005 

Difficult 

.048 

487.00 

Nickel 

2080 

430 

Very  Poor 

.007 

Average 

.057 

338.00 

Cobalt 

2043 

418 

Fair 

.008 

Easy 

.070 

242.00 

Nickel 

2088 

325 

Fair 

.007 

Average 

.057 

— 

Nickel 

2086 

264 

Excellent 

.007 

Average 

.040 

445.00 

Copper 

2055 

211 

Fair 

.012 

Easy 

.192 

116.00 

Copper 

2052 

198 

Poor 

.004 

Easy 

.054 

102.00 

Copper 

2050 

134 

Excellent 

.015 

Very  Easy 

.046 

94.00 

Silver 

3083 

116 

Poor 

.010 

Very  Easy 

.100 

391.00 

Zinc 

2102 

51 

Excellent 

.006 

Very  Easy 

.127 

75.00 

Note:  Code  2085,  4007,  and  4008  deposits  should  be  ground  if  machining  is  required  after  plating. 
Code  2080,  2043,  2088,  and  2086  deposits  should  be  ground,  but  can  be  machined  but  with  difficulty 
and  high  tool  wear.  Code  2055,  2052,  2050,  2102  and  3083  deposits  are  easily  machined. 


28.X 


Step  #5  Decide  on  what  type  of  plating  tool 
you  will  use,  whether  a  standard  tool 
or  a  special  tool.  If  you  plan  to  use  a 
special  tool,  determine  its  design.  (See 
figures  14-15,  14-16,  and  14-17.) 

Step  #6  Based  on  the  plating  tool  you  will  use, 
determine  the  contact  area  if  you  did 
not  determined  it  in  Step  #5. 

Step  #7  Based  on  the  contact  area,  determine 
the  plating  current  if  you  did  not 


determine  it  in  Step  #5.  Use  formula 
4,  page  14-60. 

Step  #8  Determine  the  plating  time  using 
formula  5,  page  14-60.  If  you  plan  to 
dip  for  the  solution,  double  the  plating 
time. 

Step  #9  Determine  the  amount  of  plating 
solution  necessary,  using  formula  6, 
page  14-60.  Multiply  by  a  factor  given 


4.  (bee  figure  14-18.) 

Step  #10  Determine  the  preparatory  and 
preplate  solutions  required  using  table 
14-9.  Determine  the  type  of  tools  to  be 
used  with  these  solutions  using  figures 
14-13  and  14-14. 

Step  #11  Determine  the  covers  to  use  on  all 
preparatory  and  plating  tools. 

Step  #12    Determine  the  masking  required. 

Two  examples  of  the  planning  procedure  used 
on  actual  jobs  follow  below.  This  information  is 


you  begin  any  plating  operation. 

EXAMPLE  #1 

Step  #1      Information  on  the  job. 

a.  No.  of  parts— 1 

b.  Base  Material— Steel 

c.  Area   to   be   plated— 1"  long  x  3.500 
+  0.000  bore  in  a  turbine  wheel. 

d .  Purpose  of  the  deposit — To  repair  a  worn 
I.D.  Color  match  is  important.  Good  hardness, 
adhesion  and  cohesion  are  required. 


COPPER 

(Ull) 

rums  $9ii?!ia 
CODE  20!! 


28.456X 


Figure  14-18.— Plating  Solutions. 


14-45 


aoiuiicm  aim  iseposu  rruperucs 


Solution 


Code 


Applications 


Chromium      2031 


Nickel 


2085 


Chromium 

Cobalt- 
Tungsten 


Nickel 
Cobalt 

Nickel 
Copper 

Copper 
Copper 

Silver 


2030 
4007 

2080 
2043 


2088  & 
2086 

2055 


2052 


2050 


3083 


Zinc 


2102 


Used  occasionally  as  an  overlay  a  few  ten-thousandths 
inches  thick  on  nickel  or  cobalt  where  a  little  more  wear 
resistance  is  desired,  such  as  on  hydraulic  piston  rods. 
Never  used  alone  for  salvage. 

Used  extensively  for  salvage  and  repair  of  aluminum,  cast 
iron,  and  steel  parts.  Works  well  under  roller  bearings, 
riding  against  babbitt  bearings,  etc.  Not  used  in  cases 
where  there  is  extreme  shock  such  as  on  cutting  ends  of 
punches,  etc. 

Very  seldom  used  for  salvage. 

Used  occasionally  for  high  wear  applications,  particularly 
at  high  temperature,  i.e.,  up  to  approximately  1000 °F. 
Maximum  thickness  approximately  .005  inches. 

Used  often  where  a  good  combination  of  wear  resistance, 
corrosion  resistance,  and  toughness  is  desired.  Used 
primarily  on  steel,  stainless  steel,  nickel,  etc. 

Used  often  where  a  good  combination  of  wear  resistance, 
and  toughness  is  desired.  Used  primarily  on  steel,  stainless 
steel,  nickel,  etc.  Excellent  color  match  with  steel  and 
stainless  steel. 

Used  often  where  maximum  ductility  and  corrosion 
protection  are  desired  along  with  some  hardness. 

Used  occasionally  for  high-buildups  on  smaller  areas 
where  maximum  plating  speed  is  important.  Adhesion  and 
coherence  not  quite  as  good  as  Code  2050. 

Used  occasionally  for  buildups  up  to  .004  inches  on 
alumimum,  steel,  cast  iron,  and  zinc,  particularly  where 
it  is  difficult  to  mask  and  prevent  attack  by  other 
solutions. 

Used  extensively  on  steel,  copper,  cast  iron,  nickel,  and 
stainless  steel  particularly  in  high  buildups.  Often  overlaid 
with  nickel  or  cobalt  for  extra  wear  or  corrosion 
resistance. 

Used  occasionally  on  worn  surfaces  where  the  plating  must 
be  hand-worked  to  meet  final  dimensional  requirements. 
It  is  hard  enough  for  most  applications,  but  is  soft  enough 
to  be  easily  scraped  or  sanded. 

Used  extensively  on  aluminum  and  zinc  particularly  in 
high  buildups. 


28.X 


14-46 


thickness  of  about  1  inch.  Numberous  turbine 
blades  are  at  the  O.D. 

f.  Thickness  of  deposit  required—  The 
diameter  after  truing  up  the  I.  D.  by  grinding  must 
be  3.5015.  A  plating  thickness  of  0.001  inch  will 
bring  the  bore  to  the  middle  of  the  desired 
tolerance. 

Step  #2      Select  plating  solution  to  be  used. 
Cobalt  2043  meets  all  requirements. 

Step  #3      Amp-hr  required. 

A  =  3.14  DL  =  3.14  x  3.50  x  1.00  =  11.0 
Amp  hr  =  FxAxT  =  0.020  x  11  x  10  =  2.2 

Step  #4      General  approach. 

The  small  area,  amp-hr,  and  thickness  involved 
suggest  that  (1)  a  special  tool  is  not  required  and 
(2)  that  the  solution  need  not  be  pumped.  This 
will  be  justified  in  the  following  steps.  The  part 
will  be  cleaned,  etched,  rinsed,  and  so  on  over  a 
drain  and  then,  being  light  enough,  will  be  placed 
over  a  14"  x  17"  collecting  pan.  A  hole  in  the 
collecting  pan  will  direct  the  solution  back  to  the 
solution  container.  The  solution  container  is  large 
enough  to  hold  all  the  solution,  but  small  enough 
to  have  enough  depth  of  solution  to  thoroughly 
wet  all  of  the  plating  tool. 

Step  #5      Plating  tool  to  be  used. 

An  RF-30  tool  with  a  1/4"  thick  cover  will  just 
match  the  I.D. 

Step  #6      Plating  tool  contact  area. 

Although  the  tool  with  its  cover  just  matches  the 
I.D.,  pressure  on  the  tool  cover  will  compact  it 
and  lead  to  perhaps  a  50%  contact  area,  or  5.5 
square  inches. 

Step  #7      Plating  amperage. 
Plating  Amps  =  CA  x  ACD  =  5.5  x  7  =  38.5 

Step  #8      Plating  time 

-  AmP"hr       -  —  =  0  057  hr 

-  -         -  u.w  /  nr 


Double  the  plating  time  because  the  solution  will 
be  dipped  for.  The  total  plating  time,  therefore, 


pumping  the  solution  is  not  necessary  and  the  tool 
will  be  moved  by  hand. 

Step  #9      Plating  solution  required. 

Liters  =  Q(L)  x  T(I)  x  A  =  5.4  x  0.0010  x  H  =  0.059 

This  obviously  is  not  enough  to  thoroughly  wet 
the  cover.  It  is  estimated  that  1  liter  will  be 
sufficient  for  the  purpose. 

Step  #10    Preparatory  and  preplate  solutions  and 
tools. 

a.  Code  1010,  1022,  and  1023,  and  2080. 

b.  Tools:  AC-5.  These,  although  relatively 
small,  give  a  1/2"  x  1"  contact  area  and  should 
be  satisfactory. 

c.  Quantity  of  solution  required:  Approx- 
imately 0.1  liter  for  each  tool.  This  amount,  when 
a  small  beaker  is  used,  should  thoroughly  wet  the 
cover. 

Step  #11     Covers  to  be  used. 

Preparatory  tools:  Cotton  batting  and  cotton 
tubegauze. 

Plating  tool:  Cotton  batting  and  cotton 
tubegauze,  since  the  cover  is  pure  and  in- 
expensive. Although  cotton  tubegauze  is  not  wear 
resistant,  it  should  easily  1st  for  the  15-minute 
plating  time. 

Step  #12    Masking. 

Use  aluminum  tape  and  contact  paper  to  prevent 
the  part  from  contaminating  the  solution. 

EXAMPLE  #2 

Step  #1       Information  on  the  job. 

a.  Number  of  parts — 1 

b.  Base  material— Steel  with  loose  metal 
spray  from  a  previous  repair. 

c.  Area  to  be  plated— 7"  long  area  on  a 
2.436  OD 

+  0.001 
-  0.000 

d.  Purpose  and  requirements  of  deposit- 
To  repair  a  loose  fit  on  the  inner  race  of  a  roller 
bearing. 


14-47 


e.  Although  the  part  is  a  large  recirculating 
fan  about  5  feet  long  with  a  maximum  O.D.  of 
3  feet,  the  area  being  plated  is  a  simple  O.D.  on 
a  shaft. 

f.  Thickness  required  —  It  was  decided  to 
machine  off  the  metal  spray  coating  which  was 
obviously  very  loose,  leaving  a  gentle  taper  at  the 
edges.  After  machining,  the  diameter  was  2.285". 
The  thickness  required,  therefore,  is  0.152"  in 
diameter  or  0.076"  on  radius.  Since  plating  will 
have  to  be  stopped  one  or  two  times  for  machining 
to  remove  the  buildup  at  the  edges  and  to  improve 
the  surface,  a  total  of  approximately  0.  100  of  inch 
plating  should  be  planned  on. 

Step  #2      Select  the  plating  solution  to  be  used. 

Copper  2050  will  be  used  because  of  the  high 
thickness  required.  Copper  2050  stays  smooth  to 
high  thicknesses  and  is  easy  to  reactivate  for  more 
plating.  Machining  will  be  required  because  of  the 
high  thickness  of  deposit  to  be  applied.  The 
deposit,  therefore,  after  copper  plating  will  be 
machined  0.0005  inch  undersize  on  the  diameter 
and  then  be  plated  with  0.0005  inch  of  nickel  2085 
for  color  match. 

Step  #3      Amp-hr  required. 

A  =  3.14  DL  =  3.14  x  2.436  x  7  =  53.5 
Amp-hr(Cu)  =  F  x  A  x  T  =  0.013  x  53.5  x  1000  =  696 
Amp-hr(Ni)  =  F  x  A  x  T  =  0.015  x  53.5  x  5   =  4.01 
Step  #4      General  approach. 

The  part  will  be  rotated  in  a  lathe  because  a  lathe 
is  available.  The  solution  will  be  pumped  through 
a  special  tool. 

Step  #5      Plating  tool  to  be  used. 

A  special  tool  will  be  prepared  for  copper  plating 
since  no  standard  tool  is  available  to  cover  the 
full  7"  length.  The  largest  power  pack  available 
is  a  60-35.  Planning  on  drawing  55  amperes,  the 
Optimum  Contact  Area  was  determined: 


=        =  18  1 
ACD  -  3  ~  «.3 

Since  the  length  of  the  O.D.  is  7",  the  contact 
length  around  the  circumference  should  be 

18.3 


or  approximately  2.6  inches.  A  special  anode, 
therefore,  will  be  prepared  about  7  1/2"  long 


x  2  3/8"  wide  x  1  7/8"  high.  It  will  have  all/2" 
radius  (1/4"  allowance  for  the  tool  cover)  placed 
in  the  2  3/8"  x  7  1/2"  face.  The  solution  will  be 
fed  through  an  F-handle  to  a  1/2"  hole  in  the 
anode,  running  in  the  7"  direction  (capped  off  at 
the  ends)  and  then  through  six  1/8"  holes 
distributed  along  the  7"  direction  to  the  face  hav- 
ing the  radius. 

Step  #6      Plating  tool  contact  area. 

Copper  —  Not  required  (determined  in  Step  #5). 

Nickel  —  If  an  F-3  plating  tool  is  used  for  nickel 
plating,  the  contact  area  will  be  3  1/2"  x  \"  along 
the  circumference  with  a  soft  pad.  CA  =  3.5  x  1 
=  3.5  sq  in. 

Step  #7      Plating  current. 
Copper  —  Not  required  (determined  in  Step  #5). 
Nickel  —  Plating  amperage 
Plating  Amps  =  CA  x  ACD  =  3.5  x  7  =  24.5 
Step  #8      Plating  time. 


Copper  PT  (hr)  =  ,.     mp"hr       =  12.7 

**  ^    ' 


,.  A 

Plating  Amps       55 


Nickel  PT  (hr)  = 
v    ' 


P1 

Plating  Amps      24.5 


=  0.164 


If  the  solution  is  dipped  for  total  nickel  plating, 
the  time  will  double,  to  0.328  hour.  The  use  of 
an  F-3  tool,  therefore,  is  justified  and  the 
solution  need  not  be  pumped  through  the  anode. 

Step  #9      Plating  solution  required. 

Copper  2050(gal)  -  Q(G)  x  T(I)  x  A  =  1.29  x  0.100 
x  53.5  =  6.90 

Since  almost  all  solution  can  be  caught  for  reuse, 
7  gallons  of  copper  2050  should  be  sufficient. 

Nickel  2085(gal)  =  Q(G)  x  T(I)  x  A  =  1.54  x  .0005 
x  53.5  =  0.041 

Nickel  2085(liter)  =  Q(L)  x  T(I)  x  A  =  5.8  x  .0005 
x  53.5  =  0.155 

Since  an  F-3  tool  will  be  used  to  apply  the  nickel, 
0.155  liter  will  not  be  sufficient  to  wet  the  tool 
and  the  area  to  be  plated.  Approximately  1/2  liter 
is  required. 


a.  To  activate  the  base  material— 1010, 
1022,  1023,  and  2080.  To  activate  the  copper  for 
more  copper  and  the  final  nickel  coating  1010, 
1023. 

b.  Tools  required. 

4  (F-2  or  F-3) 

c.  Amount  of  solution  required. 

1010 — 1  liter  (will  be  used  several  times) 
1022—1/2  liter  (will  be  used  once) 
1023 — 1  liter  (will  be  used  several  times) 
2080—1/2  liter  (will  be  used  once) 

Step  #11     Covers  to  be  used. 

Preparatory  tools— Cotton  batting  and  cotton 
tubegauze. 

Copper  plating  tool — White  Scotchbrite 

Step  #12    Masking. 

Aluminum  tape  2"  and  vinyl  tape  2". 

FINAL  PREPARATION 

Longer  range  planning  should  have  assured 
that  appropriate  equipment,  materials,  and 
supplies  are  available  to  carry  out  the  job.  This 
section  deals  with  the  final  preparations  you 
should  make  just  prior  to  plating. 

Familiarization  with  the 
Equipment  and  Procedures 

Success  in  carrying  out  plating  operations  is 
assured  by  quickly  and  knowledgeably  carrying 
out  the  various  steps.  As  the  operator  you  should 
be  familiar  with  the  following: 

1.  The  power  pack  and  the  position  and 
purpose  of  the  various  controls  and  meters. 

2.  How  the  base  material  should  look  at 
various  stages  of  preparation. 

3.  What  a  good  and  bad  deposit  look  like  as 
the  plating  is  being  applied. 

Some  practice  is  recommended  when  the 
equipment  is  new,  when  you  encounter  a  new  base 
material,  or  when  you  plan  to  use  a  new  plating 
solution.  In  practicing  on  a  new  base  material, 
try  shorter  and  longer  operations  until  you  are 


very  high  and  very  low  voltages  until  you  are 
certain  that  you  know  what  good  deposit  and  bad 
deposits  (burned  or  otherwise)  look  like.  If 
possible,  run  a  plating  test  on  a  1"  x  1"  area  using 
an  AC-5  or  similar  size  tool;  you  should  be  able 
to  plate  a  good  deposit  at  the  volts  and  amps  given 
in  table  14-3  and  in  the  "Plating  Example". 

Draft  a  Flow  Chart 

A  very  valuable  tool  for  any  operation  is  a 
good  plan.  Figure  14-19  shows  a  recommended 
plan  or  flow  chart  which  will  help  you  conduct 
the  operation  smoothly,  and  remind  you  of  all  the 
important  elements  of  the  operation. 

Prepare  the  Part  for  Plating 

1 .  Inspect  the  area  to  be  plated  for  any  signs 
of  a  foreign  surface  being  present  such  as  an 
electroplate,  paint,  scale,  or  anodized  coating. 
Remove  the  coating  by  suitable  means  such  as 
vapor  or  dry  blast,  sandpaper,  wire  brush,  and 
so  forth.  In  pit-filling  applications  pay  particular 
attention  to  ensure  that  the  bottom  of  the  pit  is 
clean. 

2.  Preclean,  if  necessary,  the  area  to  be  plated 
and  the  surrounding  areas  with  a  quick-drying 
solvent    that    leaves    no    residue    (such    as 
trichlorethylene  or  perchlorethylene).  This  should 
assure  that  masking  materials  will  still  stick  and 
that  solutions  and  tools  will  not  come  in  contact 
with  dirty,  oily  surfaces.  The  area  to  be  plated 
should  look  clean. 

3.  Mask  off  the  area  to  be  plated. 

4.  If  the  part  is  to  be  rotated  in  a  lathe  or 
turning  head,  set  the  rpm  to  obtain  optimum 
anode-to-cathode  speed  as  given  in  table  14-10. 
If  you  plant  to  move  plating  tool  by  hand, 
visualize  the  proper  tool  movement  speed. 

5.  When   the    solution    plates    better    at 
temperatures  higher  than  room  temperature, 
preheat  the  part  and  the  solution,  as  required,  by 
a  suitable  means.   Methods   used  to  preheat 
solutions  include: 

a.  Placing  tightly  capped  bottles  in  a  basin 
or  tank  of  hot  water. 

b.  Pouring  solutions  into  pyrex  or  stainless 
steel  containers  and  heating  them  on  a 
range. 

c.  Putting   immersion    heaters    into    the 
solution. 


14-49 


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solution 


Code      on  1  in.        Volts     Amps       Lit.         OaJ.       rt./mm.       Optimum      Temp. 


Antimony 
Bismuth 
Cadmium 

2000 
2010 
2020 

.008 
.008 
.007 

8 
4 
8 

1.3 
1 
5 

29.5 
17.4 
31.6 

111.6 
66.0 
119.6 

50 
50 

75 

60-120 
60-120 
60-120 

Yes 
Yes 
Yes 

Cadmium 
Cadmium 
Cadmium 

2021 
2022 
2023 

.007 
.007 
.007 

8 
16 
8 

1 
2 
1.2 

17.3 
27.1 
24.7 

65.4 
102.8 
93.4 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 
Yes 
Yes 

Chromium 
Chromium 
Cobalt 

2030 
2031 
2043 

.137 
.120 
.020 

12 
6 
13 

6 

4 
5 

24.4 
76.4 
36.8 

92.4 
289.0 
139.2 

20 
50 

25 

60-120 
105 
60-150 

Yes 
Yes 
Yes 

Copper 
Copper 
Copper 

2050 
2051 
2052 

.013 
.013 
.013 

4.5 
10 
8 

2.5 
3 
3 

26.6 

35.4 
35.4 

100.5 
134.0 
134.0 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 

Yes 
Yes 

Copper 
Copper 
Iron 

2054 
2055 
2061 

.013 
.013 
.018 

8 
10 
14 

3 
10 
4 

26.6 
32.1 
8.7 

100.5 
121.4 
33. 

50 
50 
50 

60-120 
60-120 
60-150 

Yes 
Yes 
Yes 

Lead 
Lead 
Nickel 

2070 
2071 
2080 

.006 
.006 
.021 

10 
12 
14 

1.5 
1.2 
4 

16.1 
16.1 
26.4 

61.1 
61.1 
99.9 

50 
50 
50 

60-120 
60-120 
110-170 

Yes 
Yes 

No 

Nickel 
Nickel 
Nickel 

2085 
2086 
2088 

.015 
.025 
.021 

8 
14 
14 

3 
4 
4 

25.7 
25.7 
23.7 

97.3 
97.3 
89.9 

75 
50 
50 

60-150 
110-170 
110-170 

Yes 

No 
No 

Tin 
Tin 
Zinc 

2090 
2092 
2100 

.007 
.007 
.011 

8 
8 
8 

1.2 
1.0 

2 

23.4 
23.4 
47.1 

88.6 
88.6 
178.1 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 

Yes 
Yes 

Zinc 
Zinc 

Zinc 

2101 
2102 
2103 

.011 
.011 
.011 

13 
13 
9 

4 
4 

2.5 

35.3 
37.6 
37.6 

133.6 
142.5 
142.5 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 
Yes 
Yes 

Gallium 
Gold 
Gold 

3011 
3020 
3021 

.015 
.006 
.006 

8 
8 
8 

1.5 
1.0 
1.2 

23.2 
9.5 
9.3 

87.9 
35.9 
35.1 

50 
50 
50 

72  max. 
60-120 
60-120 

Yes 

Yes 
Yes 

Gold 
Gold 
Indium 

3022 
3023 
3030 

.006 
.007 
.009 

8 
7 
10 

1.0 

.25 
3 

8.5 
2.8 

22.5 

32.3 
10.5 

85.3 

50 
50 

50 

60-120 
60-120 
60-120 

Yes 
Yes 
Yes 

Palladium 
Platinum 
Rhenium 

3040 
3052 
3060 

.017 
.150 
.750 

8 
5    ' 
12 

2.0 

2.5 
2.5 

12.9 
42.7 
152.5 

49.0 
161.5 

577.3 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 
Yes 
Yes 

Rhodium 
Rhodium 
Silver 

3072 
3074 
3080 

.030 
.030 
.005 

10 
7 
13 

3.5 
2 
2.5 

44.1 
14.7 
18.4 

167.1 
55.7 
69.7 

50 
50 
50 

60-120 
60-120 
60-120 

Yes 
Yes 

Yes 

Silver 
Silver 

Silver 

3081 
3082 
3083 

.005 
.005 
.005 

7 
13 
12 

.8 
2 
2.5 

14.5 
14.5 
14.5 

55.0 
55.0 
55.0 

50 
50 
50 

72  min. 
60-120 
60-120 

Yes 
Yes 
Yes 

Nickel-Cobalt 
Tin-Indium 
Tin-Lead-Nickel 

4002 
4003 
4005 

.030 
.008 
.006 

14 
6 
10 

4 
.75 
1.2 

28.9 
24.5 
15.6 

109.2 
92.9 
59.2 

50 
50 
50 

110-170 
60-120 
60-120 

No 
Yes 
Yes 

Cobalt-Tungsten 
Nickel-Tungsten 
Babbitt-SAE  11 

4007 
4008 
4009 

.020 
.025 
.006 

13 
16 
9 

4 
4 

.5 

13.7 
21.1 
13.2 

52.2 
79.8 
50.0 

50 
50 
50 

110-170 
110-170 
60-120 

No 
No 
Yes 

Babbitt-Soft 
Babbitt-Navy  #2 

4010 
4011 

.006 
.006 

9 
9 

.5 
.5 

13.2 
13.2 

50.0 
50.0 

50 
50 

60-120 
60-120 

Yes 

Yes 

14-51 


Setting  up  the  Equipment 

Set  up  the  power  pack  near  the  work  so  that 
it  is  easily  accessible  and  you  can  view  the 
instruments.  Connect  appropriate  size  output 
leads  to  the  power  pack  and  connect  the  alligator 
clamp  lead  to  the  part  of  the  lathe. 

Wrap  the  tools,  making  sure  the  covers  do  not 
get  dirty. 

Pour  out  sufficient  solution  in  clean  con- 
tainers. Set  up  the  solution  pump  and  test  operate 
it.  Soak  the  covered  tools  as  long  as  possible  in 
their  respective  solutions  (at  least  five  minutes). 

Arrange  the  setup  so  that  everything  you  will 
use  is  handy. 


General  Setup 

As  the  operator,  you  should  be  as  comfortable 
as  possible,  particularly  on  lengthly  plating  jobs. 
You  can  then  concentrate  your  full  attention  on 
the  job,  you  will  not  be  diverted  by  unnecessary 
distractions,  and  your  efficiency  will  not  decrease 
from  fatigue. 

You  should  have  adequate  lighting  so  you  can 
see  that  the  preparation  and  plating  is  proceeding 
properly. 

Refer  to  table  14-11  for  special  safety  pre- 
cautions such  as  the  necessity  for  ventilation, 
gloves,  special  clothing,  and  so  on. 

Have  sufficient  clean  tap  water  available  for 
rinsing  the  part. 

Review  the  setup  procedure  one  last  time  to 
ensure  that  everything  necessary  is  available  and 
handy.  This  step  is  to  avoid  delays  during  plating 
and  in  turn  to  produce  a  finer  finished  product. 


GENERAL  PREPARATION 
INSTRUCTIONS 

Electroplates  and  tank  electroplates  depend  on 
atomic  attraction  of  the  electroplate  to  the  base 
material  for  adhesion.  Extremely  thin,  invisible 
films  of  oil,  grease,  dirt,  oxides,  and  passive  films 
are  sufficient  to  prevent  an  atomic  attraction,  thus 
preventing  the  adhesion  of  the  electroplate. 


A  preparation  cycle  is  used,  therefore,  just  prior 
to  plating  to  remove,  step  by  step,  all  of  the  last 
traces  of  these  obstacles  to  developing  excellent 
adhesion. 

A  preparation  cycle  consists  of  a  number  of 
operations,  each  one  performing  a  specific 
function.  The  number  and  types  of  operations  and 
the  solutions  used  depend  on  the  base  material, 
not  on  the  plating  solution  to  be  used  later.  You 
must  carry  out  each  operation  properly  to  ensure 
maximum  adhesion.  You  do  this  when: 

1 .  You  use  the  proper  solutions  in  the  proper 
sequence. 

2.  You  use  the  solutions  one  after  another  are 
used  in  the  proper  direction,  in  other  words 
forward  or  reverse. 

3.  You  perform  the  operations  one  after 
another  as  rapidly  as  possible  without 
allowing    the    surface    to    dry    between 
operations. 

4.  You  obtain  the  desired  results  in  each 
operation. 

In  most  operations,  you  can  tell  by  the 
appearance  of  the  surface  whether  you  have 
achieved  the  desired  results.  The  visual  tests  are 
important  and  you  should  pay  particular 
attention  to  those  given  in  this  chapter. 

Each  operation  is  usually  carried  out  within 
a  certain  voltage  range  as  shown  in  the  following 
pages  on  preparing  specific  base  materials.  When 
you  use  a  small  tool  on  a  small  area,  use  a  low 
voltage  in  the  range.  When  you  use  a  large  tool 
on  a  large  area,  use  a  high  voltage  in  the  range. 
The  voltage  used  in  a  preparatory  step,  however, 
is  not  critical  and  can  vary  by  several  volts. 
Obtaining  the  desired  results  as  determined  by  the 
visual  test  is  again  the  important  part  of  the 
operation. 

The  following  sections  discuss  the  various 
types  of  operations  carried  out  on  various  base 
materials. 


Cleaning  and  Deoxidizing 

A   cleaning   and   deoxidizing   operation  is 
usually  performed  first  on  most  base  materials  to 


Plating 
Solution 

Code 

Ave. 
pH 

Special  Problems 

Ventilation 
Required 

For  Precautions 
Against 
Skin  Contact 

Antimony 
Bismuth 
Cadmium 

2000 
2010 
2020 

7.3 
10.8 
0.5 

Poisonous  Metal 
Poisonous  Metal 
Poisonous  Metal-Corrosive  Solution 

Seldom 
Seldom 
Usually 

Very  Strong 
Moderate 
Very  Strong 

Cadmium 
Cadmium 
Cadmium 

2021 
2022 
2023 

9.0 
8.8 
11.0 

Poisonous  Metal 
Poisonous  Metal 
Poisonous  Metal 

Seldom 
Seldom 
Seldom 

Very  Strong 
Very  Strong 
Very  Strong 

Chromium 
Chromium 
Cobalt 

2030 
2031 
2043 

6.3 
0.5 
1.5 

Poisonous  Metal 
Poisonous  Metal-Corrosive  Solution 

Frequently 
Usually 
Seldom 

Very  Strong 
Very  Strong 
Moderate 

Copper 
Copper 
Copper 

2050 
2051 
2052 

0.5 
11.1 
6.4 

Corrosive  Solution 

Seldom 
Seldom 
Seldom 

Very  Strong 
Moderate 
Moderate 

Copper 
Copper 
Iron 

2054 
2055 
2061 

1.7 
1.0 
2.8 

Corrosive  Solution 
Corrosive  Solution 

Seldom 
Frequently 
Seldom 

Very  Strong 
Very  Strong 
Moderate 

Lead 
Lead 

Nickel 

2070 
2071 
2080 

8.0 
8.0 

2.4 

Poisonous  Metal 
Poisonous  Metal 

Seldom 
Seldom 
Frequently 

Very  Strong 
Very  Strong 
Moderate 

Nickel 
Nickel 
Nickel 

2085 
2086 
2088 

7.3 
3.0 
3.0 

Seldom 
Seldom 
Frequently 

Moderate 
Moderate 
Moderate 

Tin 
Tin 
Zinc 

2090 
2092 
2100 

7.2 
7.3 
7.7 

Seldom 
Seldom 
Seldom 

Moderate 
Moderate 

Very  Strong 

Poisonous  Metal 

Zinc 
Zinc 
Zinc 

2101 
2102 
2103 

5.8 
4.9 

2.7 

Poisonous  Metal 
Poisonous  Metal 
Poisonous  Metal 

Seldom 
Seldom 
Seldom 

Very  Strong 
Very  Strong 
Very  Strong 

Gallium 
Gold 
Gold 

3011 
3020 
3021 

11.0 
9.9 

7.5 

Seldom 
Usually 
Usually 

Very  Strong 
Very  Strong 
Very  Strong 

Contains  Cyanide-Cyanide  In  Fumes 
Contains  Cyanide-Cyanide  In  Fumes 

Gold 
Gold 
Indium 

3022 
3023 
3030 

5.1 
9.7 
9.3 

Contains  Cyanide-Cyanide  In  Fumes 
Contains  Cyanide-Cyanide  In  Fumes 

Usually 
Usually 
Seldom 

Very  Strong 
Very  Strong 
Moderate 

Palladium 
Platinum 
Rhenium 

3040 
3052 
3060 

8.3 
0.5 
1.0 

Seldom 
Seldom 
Seldom 

Moderate 
Very  Strong 
Very  Strong 

Corrosive  Solution 

Rhodium 
Rhodium 
Silver 

3072 
3074 
3080 

.6 
1.1 
10.6 

Corrosive  Solution 
Corrosive  Solution 
Contains  Cyanide 

Seldom 
Seldom 
Seldom 

Very  Strong 
Very  Strong 
Very  Strong 

Silver 
Silver 
Silver 

3081 
3082 
3083 

10.3 
9.6 
11.6 

Contains  Cyanide 
Contains  Cyanide-Cyanide  In  Fumes 
Contains  Cyanide 

Seldom 
Usually 
Frequently 

Very  Strong 
Very  Strong 
Very  Strong 

Nickel-Cobalt 
Tin-Indium 
Tin-Lead-Nickel 

4002 
4003 
4005 

2.5 
8.7 
7.3 

Frequently 
Seldom 
Seldom 

Moderate 
Moderate 
Very  Strong 

Poisonous  Metal 

Cobalt-Tungsten 
Nickel-Tungsten 
Babbitt-SAE  11 

4007 
4008 
4009 

2.0 

2.5 
7.5 

Frequently 
Frequently 
Seldom 

Moderate 
Moderate 
Very  Strong 

Poisonous  Metal 

Babbitt-Soft 
Babbitt-Navy  #2 

4010 
4011 

7.5 
7.5 

Poisonous  Metal 
Poisonous  Metal 

Seldom 
Seldom 

Very  Strong 
Very  Strong 

28.X 


14-53 


remove  the  last  traces  of  dirt,  oil  and  grease.  It 
also  removes  the  light  oxide  films  on  some  metals. 
Forward  current  (cathodic  electrocleaning)  is 
usually  used.  However,  reverse  current  (anodic 
electrocleaning)  must  be  used  whenever  hydrogen 
contamination  and  embrittlement  of  the  base 
material  must  be  avoided,  such  as  in  the  cleaning 
of  ultra  high-strength  steel.  The  cleaning  and 
deoxidizing  operation  is  performed  at  8  to  20 
volts,  depending  on  the  base  material  and  the  size 
of  the  tool.  Higher  voltages,  longer  cleaning  times, 
and  heat  developed  in  the  tool  are  helpful  in 
cleaning  stubborn  areas.  When  you  clean  the  area 
to  be  plated,  also  clean  the  surrounding  area  since 
oil  and  grease  travel  on  the  surface  of  water. 
Follow  the  cleaning  with  a  thorough  water  rinse. 
If  water  "breaks"  on  the  surface,  the  cleaning  and 
deoxidizing  time  was  too  short  and  you  should 
repeat  the  operation. 


Etching 

An  etching  operation  using  an  etching 
solution  and  reverse  current  usually  follows  the 
cleaning  and  deoxidizing  operation.  The  operation 
electrochemically  removes  oxides,  corrosion 
products  and  smeared  and  contaminated  surface 
material,  all  of  which  impair  adhesion.  When  the 
unwanted  surface  material  is  removed,  the  area 
will  develop  a  uniform,  dull,  grainy  appearance, 
indicating  that  you  should  stop  the  etching 
operation.  Normally,  you  will  remove  0.000050 
to  0.0002  inch  of  material.  This  requires  0.006  to 
0.026  amp-hr  per  square  inch  of  area. 


Desmutting 

The  etching  operation  on  some  materials 
results  in  the  formation  of  a  loose  layer  of 
insoluble  material  on  the  surface.  An  example  of 
this  is  the  carbon  film  left  on  the  surface  after  the 
etching  of  a  carbon  steel.  These  layers  can 
interfere  with  maximum  adhesion  and  should  be 
removed  by  an  appropriate  desmutting  operation. 
The  operation  is  completed  when  the  surface  is 
uniform  in  appearance  and  will  not  become  any 
lighter  in  color. 


Activating 

An  activating  operation  is  used  on  some  base 
materials,  such  as  chromium,  nickel,  stainless 


steel,  and  so  on  to  remove  a  "passive"  film  which 
quickly  forms  on  these  materials.  A  cleaning  and 
deoxidizing  operation  on  these  materials  does  not 
remove  the  passive  film.  An  etching  operation  on 
these  removes  material  from  the  surface,  but 
simultaneously  forms  the  passive  film.  Passive 
films  prevent  maximum  adhesion.  Therefore,  you 
will  need  to  perform  an  activating  operation  on 
these  materials  just  prior  to  plating,  using  forward 
current  and  an  appropriate  solution. 

Cleanliness  is  of  extreme  importance  in  the 
activating  operation  since  it  is  the  last  operation 
before  plating.  Avoid  contaminating  the  solution 
from  any  source  since  this  operation  is  in  the 
forward  direction  and  contaminants  may  be 
plated  out  as  a  nonadherent  film. 

With  the  exception  of  chromium,  there  are  no 
visual  keys  to  help  you  determine  whether  or  not 
you  have  performed  the  operation  properly.  The 
passive  film  is  invisible  and  on  most  materials  such 
as  nickel  and  stainless  steel  you  cannot  detect  a 
change  when  it  is  removed.  Any  change  that  is 
apparent  may  indicate  contamination  from  the 
activating  solution,  the  anode,  or  the  plating  tool. 
You  must,  therefore,  carry  out  the  operation  on 
a  timely  basis,  spending  about  3  seconds  on  each 
part  of  the  total  area.  With  an  activating  tool 
covering  all  the  area  to  be  plated,  spend  about 
3  seconds  in  the  operation.  With  a  tool  covering 
1/5  of  the  area,  conduct  the  operation  for  15 
seconds,  spending  an  equal  amount  of  time  on 
all  parts  of  the  area. 


Plating 

Follow  the  final  preparatory  operation  as 
quickly  as  possible  with  the  plating  operation, 
whether  it  is  a  preplate  or  the  final  desired  plating. 
This  is  of  particular  importance  when  your 
last  procedure  was  an  activating  operation. 
DO  NOT  ALLOW  THE  PART  TO  DRY  BE- 
TWEEN THE  ACTIVATING  AND  PLATING 
OPERATIONS. 


VERIFYING  THE  IDENTITY  OF 
THE  BASE  MATERIAL 

Obtaining  good  adhesion  of  a  deposit  begins 
with  proper  identification  of  the  surface  being 
plated.  You  will  be  frequently  misinformed  about 
the  identity  of  the  base  material  and  whether  or 


not  a  coating  is  present.  This,  of  course,  can  lead  to  adhesion  problems. 
However,  by  carefully  watching  the  etching  operation,  you  can  frequently 
detect  incorrect  identifications  or  the  presence  of  coatings.  The  following 
descriptions  may  help  you  make  these  determinations.  (Also  refer  to  table  14-3.) 

Result  of  No.  2  or  No.  4  Etching  Reverse  Operation 


Appearance  of  the       Color  of  the  Solution 


Surface  Rusts 
After  Etching 


Material 

Etched  Surface 

in  the  Cover 

When  Kept  Wet 

Magnetic 

Low  Carbon  Steel 

Light  Gray 

No  Color 

Yes 

Yes 

Medium  or  High 

Medium   Gray   to 

Black  smut  in  cover 

Yes 

Yes 

Carbon  Steel 

Black 

300  Stainless 


Light  Gray 


400  Stainless  Soft        Light  Gray 
400  Stainless  Hard       Black 


Monel 
Chromium 


Light  Gray 
Shiny  White 


Yellow  at  first;  green 
later 

Blue-green 

Blue-green  with  Black 
Smut 

Pale  Orange 
Yellow 


No 

No 
No 

No 
No 


No 

Yes 
Yes 

Yes 

No 


PREPLATING  INSTRUCTIONS 


It  may  be  necessary,  in  some  cases,  to  apply 
a  preplate  with  an  appropriate  plating  solution. 
Apply  the  preplate  immediately  after  you  prepare 
the  surface.  After  you  finish  applying  the  preplate, 
immediately  rinse  the  surface  with  water  and  plate 
with  the  final  desired  solution.  The  preplate 
ensures  maximum  adhesion  of  the  final  deposit. 
The  base  material  and  the  final  desired  plating 
solution  determine  whether  a  preplate  is  required 
and,  if  so,  what  preplate  is  required.  Table  14-12 
lists  the  preplates  required  for  commonly  used 
solutions  on  commonly  plated  base  materials.  A 
Code  2080  preplate  and  then  a  Code  2050 
preplate,  for  example,  are  required  on  stainless 
steel  before  plating  copper  2055.  A  preplate  is  not 
required  for  plating  Code  2103  on  low  carbon 
steel. 

The  preplate  thickness  applied  varies  from 
0.000010  inch  on  smooth  surfaces  to  0.000050 
inch  on  rough  surfaces.  Normally,  when  a 
uniform  color  change  results  from  plating  the 
preplate  on  the  base  material,  a  satisfactory 
thickness  has  been  applied.  Since  new  operators 
often  do  not  apply  a  sufficient  thickness  of 


preplate,  they  should  calculate  and  pass  the 
ampere-hours  necessary  for  a  thickness  of  at  least 
0.000025  inch.  Examples  for  solutions  are  from 
the  Dalic  Selective  Plating  Manual.  Each 
manufacturer  has  its  own  instruction  manual  and 
solution  guide. 

The  preplate  voltages  used  are  as  follows: 
Code       Very  Small  Tool        Very  Large  Tool 

12 


2080 
2050 
2051 
2085 
3023 
3049 


6 
8 

10 
8 
8 


SUMMARY  OF  ELECTROPLATING 

The  ideal  plating  operation  is  carried  out  when 
(1)  the  quality  of  deposit  is  the  best  possible; 


Table  14-12.— Preplates  for  Base  Materials  for  Various  Solutions 


Plating  Solution 

Code 

Aluminum 
and 
Aluminum 
Alloys 

Copper 
and 
Copper 
Base 
Alloys 

Iron,  Steel 
and 
Cast  Iron 

Nickel 
and  Nickel 
Base  Alloys 

Stainless  Steel 

Zinc  and  Zinc 
Base  Alloys 

Antimony 
Bismuth 
Cadmium 

2000 
2010 
2020 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 
2051  or  2085 
2051  or  2085 

Cadmium 
Cadmium 
Cadmium 

2021 
2022 
2023 

2080 
2080 
2080 

1032 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 
2051  or  2085 
2051  or  2085 

Chromium 
Chromium 
Cobalt 

2030 
2031 
2043 

2080 
2080 
2080 

2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051 

Copper 
Copper 
Copper 

2050 
2051 
2052 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 

2080 
2080 
2080 

2051 
2051 

Copper 
Copper 
Iron 

2054 
2055 
2061 

2080  +  2050 
2080  +  2050 
2080 

2080  +  2050 
2080  +  2050 
2080 

2080  +  2050 
2080  +  2050 
2080 

2080  +  2050 
2080  +  2050 
2080 

2051 
2051 
2051 

Lead 
Lead 

Nickel 

2070 
2071 
2080 

2080 
2080 

2080 
2080 

2080 
2080 

2080 
2080 

2051  or  2085 
2051  or  2085 
2051 

Nickel 
Nickel 
Nickel 

2085 
2086 
2088 

2080 

2080 

2080 

2080 

2051 
2051 

Tin 
Tin 
Zinc 

2090 
2092 
2100 

2080 
2080 
2080 

2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 
2051  or  2085 

Zinc 
Zinc 
Zinc 

2101 
2102 
2103 

2080 
2080 
2080 

2080 
2080 
2080 

Gallium 
Gold 
Gold 

3011 
3020 
3021 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 

Gold 
Gold 
Indium 

3022 
3023 
3030 

2080 
2080 
2080 

2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 

Palladium 
Platinum 
Rhenium 

3040 
3052 
3060 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051  or  2085 
2051  or  2085 
2051  or  2085 

Rhodium 
Rhodium 
Silver 

3072 
3074 
3080 

2080 
2080 
2080  +  3040* 

3040 

2080 
2080 
2080  +  3040* 

2080  +  3040* 

2080 
2080 
2080  +  3040* 

2051 
2051 
2051  +  3040* 

Silver 
Silver 
Silver 

3081 
3082 
3083 

2080  +  3040* 
2080  +  3040* 
2080  +  3040* 

3040 
3040 
3040 

2080  +  3040* 
2080  +  3040* 
2080  +  3040* 

2080  +  3040* 
2080  +  3040* 
2080  +  3040* 

2080  +  3040* 
2080  +  3040* 
2080  +  3040* 

2051  +  3040* 
2051  +  3040* 
2051  +  3040* 

Nickel-Cobalt 
Tin-Indium 
Tin-Lead-Nickel 

4002 
4003 
4005 

2080 
2080 

2080 
2080 

2080 
2080 

2080 
2080 

2051 
2051  or  2085 
2051 

Cobalt-Tungsten 
Nickel-Tungsten 
Babbitt-SAE  11 

4007 
4008 
4009 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2080 
2080 
2080 

2051 
2051 
2051 

Babbitt-Soft 
Babbitt-Navy  #2 

4010 
4011 

2080 
2080 

2080 
2080 

2080 
2080 

2080 
2080 

2080 
2080 

2051 
2051 

*Gold  Code  3023  may  be  used  in  place  of  Palladium  Code  3040 


28.X 


(2)  the  deposit  is  applied  in  a  minimum  amount 
of  time;  and  (3)  the  deposit  has  a  uniform  desired 
thickness  happen  simultaneously. 

You  should  have  taken  a  number  of  steps  in 
the  initial  and  final  preparations  to  ensure  that 
you  could  apply  the  best  possible  quality  deposit. 
Some  of  them  include  use  of  clean  anodes,  un- 
contaminated  solution,  and  proper  cover  material. 
You,  at  the  time  of  plating,  however,  must  still 
carry  out  the  operation  properly. 

Guidelines  for  the  Operator 

The  operator  guidelines  discussed  in  detail 
throughout  this  chapter,  are  reviewed  briefly  in 
the  following  sections. 

•  Keep  the  area  being  plated  clean. 

•  Keep  the  surface  wet  with  plating  solution. 

•  Keep  the  number  and  length  of  plating 
interruptions  to  a  minimum. 

•  Prevent  the  solution  from  depleting  in  the 
work  area. 

•  Maintain  proper  anode-to-cathode  speed. 

•  Plate  at  the  proper  current  density. 

o  Plate  at  approximately  the  proper 
temperature  when  plating  temperature  is 
important. 

The  first  three  guidelines  assure  obtaining 
good  adhesion  of  the  deposit  to  itself,  the  last  four 
assure  obtaining  best  quality  deposit. 

KEEP  THE  AREA  BEING  PLATED 
CLEAN. — Contamination  of  the  area  by  oil, 
grease,  dirt,  and  so  on  can  result  in  adhesion 
problems  and  possibly  poor  deposit  quality. 
Careful  final  preparations  prior  to  plating  should 
prevent  contamination  of  the  area  being  plated. 
Watch,  however,  for  a  possibly  overlooked  source 
of  contamination  such  as  the  tool  or  the  solution 
moving  over  a  dirty  surface;  correct  this  as  soon 
as  possible. 

KEEP  THE  SURFACE  WET  WITH 
PLATING  SOLUTION.— Drying  of  the  solution 
on  the  area  being  plated  is  obviously  a  significant 
change  in  the  composition  of  the  solution.  This 
can  affect  the  adhesion  of  the  next  deposit.  Proper 


setups  will  largely  ensure  that  the  surface  will  not 
dry  during  plating.  However,  you  should  watch 
for  signs  of  "overheating"  of  the  part  and  the 
solution.  If  this  occurs,  supply  more  solution.  If 
you  dip  for  solution,  you  should  dip  often  enough 
every  5  seconds  or  as  required. 

KEEP  INTERRUPTIONS  TO  A  MIN- 
IMUM.—Some  metals,  primarily  nickel,  cobalt, 
and  chromium  are  subject  to  passivation,  which 
is  the  formation,  in  a  short  period  of  time,  of  a 
thin  invisible  oxide  film.  You  cannot  obtain  a 
good  bond  without  activation.  To  prevent 
passivation,  avoid  all  unnecessary  interruptions 
of  the  plating  operation,  minimize  the  length  of 
time  of  unavoidable  interruptions,  and  ensure  that 
you  cover  all  areas  being  plated  periodically  (at 
least  every  10  seconds)  during  plating. 

PREVENT  THE  SOLUTION  FROM  DE- 
PLETING IN  THE  WORK  AREA.— Depletion 
of  the  solution  in  the  work  area  (where  the  cover 
meets  the  part)  has  various  effects  depending  on 
the  solution.  With  most  plating  solutions,  there 
is  a  greater  tendency  for  depletion  to  produce 
shiny,  low  thickness  deposits.  Other  indications 
are  a  drop-off  in  plating  current  and  a  change  in 
color  of  the  solution  in  the  cover.  To  prevent  this, 
provide  a  sufficient  amount  of  fresh  plating 
solution  and  then  pump  fast  enough  or  dip  often 
enough  to  get  it  into  the  work  area. 

MAINTAIN  PROPER  ANODE-TO-CATH- 
ODE SPEED.— Ensure  that  the  tool  is  always 
moving  relative  to  the  part  (fig.  14-12).  If  you  set 
a  plating  tool  on  a  flat  part  then  move  it  in  a 
straight  back  and  forth  motion  instead  of  in  a 
rotary  motion  or  move  the  tool  in  the  direction 
of  rotation  of  a  rotating  part,  in  some  spots  you 
momentarily  have  no  relative  movement.  Burn- 
ing of  the  deposit  can  result  from  this. 

USE   VISUAL    CONTROL.— While    you 

plate,  you  can  see  what  the  deposit  looks  like  as 
it  goes  on.  Its  appearance  gives  you  valuable 
information  on  deposit  quality  and  overall  plating 
efficiency.  If  you  know  the  significance  of 
variations  in  the  deposit  and  what  causes  them, 
you  can  make  appropriate  corrections,  such  as 
changing  the  voltage,  the  anode-to-cathode  speed, 
or  the  rate  of  solution  supply.  You  should  be 
aware  of  what  good  and  bad  deposits  look  like, 
pay  attention  to  the  plating's  appearance  while 
plating,  and  be  able  to  make  appropriate 
corrections. 


Evaluating  Deposits 

The  qualities  to  look  for  in  all  plating  deposits 
are  good  adhesion,  proper  thickness  of  the 
coating,  and  high  density  of  deposit.  In  corrosion 
protection  applications  where  you  use  non- 
sacrificial  coatings,  also  be  sure  there  are  no  pores 
or  surf  ace-to-base  metal  cracks. 

Evaluating  Adhesion 

Some  of  the  tests  that  you  can  use  to  see  how 
well  the  deposite  has  adhered  to  the  base  metal 
are  (1)  the  chisel,  knife,  and  scratch  tests  or  (2) 
the  grind  and  saw  test. 

CHISEL,  KNIFE,  AND  SCRATCH 
TESTS.— If  the  deposit  is  sufficiently  thick  to 
permit  the  use  of  a  chisel,  test  the  adhesion  by 
forcing  the  chisel  between  the  coating  and  the  base 
metal.  Use  a  hammer  to  apply  the  force.  Test 
thinner  coatings  by  substituting  a  knife  or  scalpel 
for  the  chisel  and  lightly  tap  it  with  a  hammer. 
Test  very  thin  coatings  by  scratching  through  the 
coating  to  the  basic  metal.  After  these  tests, 
closely  examine  the  test  area  for  lifting  or  peeling 
of  the  deposit  from  the  base  material. 

GRIND  AND  SAW  TESTS.— Another  good 
test  for  adhesion  is  to  grind  an  edge  of  the  plated 
specimen  with  a  grinding  wheel  with  the  direction 
of  cutting  from  unplated  base  metal  to  the 
deposit.  If  adhesion  is  poor,  the  deposit  will  be 
torn  from  the  base.  You  can  use  a  hacksaw 
instead  of  the  grinder,  as  long  as  you  saw  in  a 
direction  that  tend  to  separate  the  coating  from 
the  base  metal.  Grinding  and  sawing  tests 
are  especially  effective  on  hard  or  brittle 
deposits. 

TROUBLESHOOTING 

Poor  Adhesion 

Carefully  inspect  the  plated  area  to  determine 
at  which  stage  in  the  plating  process  the  separa- 
tion occured.  Examine  the  back  side  of  the 
material  coming  off.  Perform  two  etch  tests  using 
either  Code  1022  or  1024  solution.  Etch  part  of 
the  area  where  the  material  came  off  and  the  base 
material  of  the  part  in  an  area  where  etching  will 
not  cause  a  problem.  Compare  the  appearance  of 
the  two  areas  to  determine  where  the  separation 
occurred.  If  the  two  areas  are  identical,  the  failure 
occurred  at  the  base  material.  If  they  are  different, 


the  failure  occurred  between  two  of  the  plated 
layers. 

In  some  cases,  such  as  when  you  plate  on 
metal  spray,  tungsten  carbide,  electroless  nickel, 
and  so  on,  the  separation  is  in  the  base  material, 
and,  therefore,  the  DALIC  plating  cannot  be 
faulted. 

1.  COMMON   CAUSES   FOR  THE  DE- 
POSIT COMING  OFF  OF  THE  BASE 
MATERIAL 

a.  The  base  material  was  not  correctly 
identified. 

(1)  Determine,  for  certain,  the  identity 
of  base  material. 

(2)  Determine  if  the  surface  was  etched 
as  it  should  have  been 

b.  The  surface  has  a  foreign  coating  such 
as  metal  spray,  chrome  plate,  and  so  on. 
(1)  Determine  if  the  plated  area  and 

other  areas  on  the  workpiece  etch 
the  same.  Use  Code  1022  or  1024 
solution  and  reverse  current. 

c.  The  preparatory  procedure  was  not 
thoroughly,    properly,    and    quickly 
carried  out. 

d.  Contaminated  preparatory  solutions 
were  used. 

e.  Contaminated  preparatory  or  preplate 
tools  were  used. 

f .  The  surface  was  not  pre-wetted  before 
it  was  plated. 

h.  The  wrong  plating  solution  was  used, 
i.    An  improper  preplate  was  used. 

2.  COMMON  CAUSES  FOR  THE  FINAL 
DEPOSIT  COMING  OFF  OF  THE  PRE- 
PLATE 

a.  The  preplate  was  not  followed  quickly 
by  the  final  plating  solution. 

b.  The  surface  was  not  pre-wetted  accord- 
ing to  manufacturer's  instructions. 

c.  The  wrong  plating  solution  was  used. 

3.  COMMON  CAUSES  FOR  THE  FINAL 
DEPOSIT  COMING  OFF  OF  ITSELF 

a.  The  deposit  was  burned. 

b.  The  plating  operation  was  interrupted 
for  too  long. 

c.  The  solution  was  contaminated. 

d.  The  anode  was  contaminated. 

e.  The  wrong  anode  cover  was  used. 


yu.  cubing,  cuiu  au 

causes  are  as  follows: 


miiug. 


easily  machined  and  do  not  require  specific 
recommendations . 


1.  The  wrong  solution  was  used. 

2.  The  plating  solution  was  contaminated. 

3.  The  plating  tool  was  contaminated. 

4.  The  wrong  cover  was  used  or  the  cover  was 
too  thick  or  too  thin. 

5.  The  plating  method  was  wrong. 

Low  Thickness  Deposit 

The   deposit   did  not   achieve  the   desired 
thickness.  Common  causes  are  as  follows: 

1 .  The  operator  did  not  properly  calculate  the 
area. 

2.  The  operator  did  not  properly  calculate  the 
amp-hr. 

3.  Considerable    plating    went    on    the 
aluminum  tape  or  adjacent  areas. 

4.  The  operator  overetched  the  base  material. 

5.  The  operator  plated  wrong  with  a  "variable 
factor"  solution. 

6.  Certain  solutions  were  overused. 

7.  The  supply  of  solution  to  the  tool  was 
insufficient. 

8.  Plated  in  the  cover.  Wash  and  examine  the 
cover  to  see  if  this  actually  occurred. 

Nonuniform  Thickness  of  the  Deposit 

1.  The  wrong  tool  was  used. 

2.  Tool  was  not  used  correctly. 

3.  The  solution  was  not  distributed  uniformly 
in  the  cover. 

4.  The  tool  cover  thickness  varied. 

Took  too  Long  to  Finish  the  Job 

1.  The  wrong  solution  was  used. 

2.  The  plating  tool  was  too  small. 

3.  The  power  pack  was  too  small. 

4.  The  operator  did  not  plate  as  fast  as 
possible  with  the  existing  tool  or  solution. 

5.  The  operator  did  not  properly  preheat 
certain  variable  factor  solutions. 

MACHINING  AND  GRINDING 

The  following  paragraphs  discuss  basic 
requirements  for  machining  and  grinding  plated 
deposits. 


Cobalt,  iron,  and  nickel  deposits  or  their 
alloys  are  difficult  to  machine.  If  possible,  grind 
rather  than  machine  these  deposits.  When  it  is 
absolutely  necessary  to  machine,  use  good  equip- 
ment and  a  good  technique.  Recommendations 
include: 

1.  Use  new,  tight  machine  tools. 

2.  Use  sharp  carbide  bits. 

3.  Use  plenty  of  coolant. 

4.  Take  light  cuts  of  approximately  0.005 
inch. 

5.  Use  low  cutting  speeds,  such  as  approx- 
imately 50  ft/min. 


Grinding  Nickel  and  Cobalt  Deposits 

The  Norton  Company,  Worcester,  Massa- 
chusetts, makes  the  following  recommendations 
concerning  the  grinding  of  nickel  or  cobalt 
deposits: 

1 .  Wet  grinding  recommended.  Use  plenty  of 
coolant. 

2.  Wheel— C36K6V. 

3.  Wheel  and  Work  Speeds— Wheel  6000 
surface  feet  per  minute. 

4.  Depth  of  Cut— 0.0002  inch  maximum  to 
ensure  against  overheating  of  the  deposit 
and  the  deposit-to-base  metal  interface. 


FORMULAS 

There  are  a  number  of  formulas  that  prove 
very  useful  with  the  DALIC  Process.  They,  when 
used,  assure  fast,  efficient,  and  trouble  free 
DALIC  plating  operations. 

Formula  1:     Formula  to  control  thickness  of 
metal  deposited 

Amp-Hr  =  F  x  A  x  T 

Use  this  formula  to  determine  the  ampere-hours 
that  should  pass  during  plating  to  provide  the 
desired  thickness  of  deposit  on  the  area  to  be 
plated. 


14-59 


In  this  formula,  F  is  the  factor  you  obtain  from 
the  plating  solution  bottle  or  from  table  14-5. 

A  =  area  of  the  surface  to  be  plated  in  square 
inches. 

T  =  thickness  of  the  deposit  desired  measured  in 
ten-thousandths  of  an  inch. 

Deposit  Thickness 
Desired— Inches  T  equals 


Formula  3 :  Formula  to  determine  the  optimum 
plating  tool  contact  area  when  you 
design  special  tools 


0.010 

100.0 

0.002 

20.0 

0.001 

10.0 

0.0005 

5.0 

0.000060 

0.6 

0.000008 

0.08 

NOTE:  You  can  determine  the  proper  value 
for  T  to  put  in  the  above  formula  by  writing  the 
thickness  desired  in  inches  and  then  moving  the 
decimal  point  four  (4)  places  to  the  right. 

Example: 

You  desire  a  thickness  of  0.001  inch.  Since  0.00 1 
is  the  same  as  0.0010,  move  the  decimal  point  four 
places  to  the  right  to  get  0.010.  T,  therefore,  is  10. 

Formula  2:    Formula  to  determine  the  current 
density 


CD  = 


CA 


CD  =  current  density  in  amps  per  square  inch 
PA  =  plating  amperage 

C  A  =  contact  area  being  made  by  the  plating  tool 
on  the  part  in  square  inches. 

This  formula  allows  you  to  compute  the  current 
density  at  which  you  are  plating  in  a  given  opera- 
tion. You  can  then  make  comparison  with  values 
given  in  table  14-3  to  determine  if  you  are  plating 
at  a  low  current  density,  a  normal  current  density, 
or  an  excessive  current  density.  You  can  use  this 
information  to  make  appropriate  adjustments 
while  plating. 


OCA  = 


MA 
ACD 


MA  =  maximum  aperage  output  of  the  power 
pack  to  be  used 

ACD  =  average  current  density  for  the  solution 
to  be  used 

Use  this  formula  when  you  design  special  tools 
to  develop  the  right  size  tool,  neither  too  large 
nor  too  small. 

Formula  4:  Formula  to  estimate  the  plating 
amperage  to  draw  with  a  given 
solution  and  plating  tool 

PA  =  CA  x  ACD 

ACD  =  average  current  density  for  the  solution 
Use  this  formula  for  two  purposes: 

1.  In  conjunction  with  Formula  5  to 
estimate  plating  time. 

2.  By  itself  to  determine  if  you  are 
plating  at  the  right  amperage. 

Formula  5:    Formula  to  estimate  the  plating  time 


PT  (Hrs)  = 


PA  =  the  value  from  Formula  4  for  purpose  1  or 
the  average  current  while  plating  for  purpose  2 

Use  this  formula  is  used  for  two  purposes: 

1  .  To  estimate  the  plating  time  in  setting 
up  a  job 

2.  To  control  the  thickness  when  no 
ampere-hour  meter  is  available 

Formula  6:    Determining  amount  of  solution 
required 

Liters  =  Q(L)  x  T(I)  x  A 

Use  this  formula  (1)  in  estimating  jobs  and  (2)  to 
ensure  that  you  have  the  appropriate  amounts  of 
solution  to  use  in  a  given  job. 


T(I)  =  thickness  of  the  deposit  desired  in  inches 
A  =  area  of  the  surface  to  be  plated 

Formula  7:    Formula  to   check   ampere-hour 
meter  accuracy 

Amp-Hrs  =  Amps  x  Hrs 

Use  this  formula  periodically  as  a  maintenance 
procedure  to  ensure  that  the  amp-hr  meter 
is  accurate,  or  in  cases  where  you  suspect  its 
accuracy. 

Run  the  test  by  shorting  the  d.c.  output  leads  and 
running  the  power  pack  for  a  set  time  (hr)  at  a 


Amps  =  20 


Hrs  =  ~  or  0.05 


Placing  these  values  in  the  above  formula 
Amp-Hr  =  20  x  0.05 
Amp-Hr  =  1.00 

The  computed  value  (1 .00)  should  be  close  (within 
a  small  percentage)  to  that  passed  on  the  amp-hr 
meter  when  you  short  the  d.c.  output  leads  and 
run  the  test  for  3  minutes  at  20  amps. 


14-61 


THE  REPAIR  DEPARTMENT 
AND  REPAIR  WORK 


As  a  Machinery  Repairman  you  may  be 
assigned  to  almost  any  type  of  ship.  Aboard  many 
ships,  you  will  be  a  member  of  the  engineering 
department;  most  Machinery  Repairmen,  how- 
ever, are  assigned  to  repair  and  tender  type  ships. 
On  these  ships,  you  will  be  part  of  the  repair 
department  and  should  know  something  about  its 
functions,  personnel,  and  shops.  This  chapter,  will 
teach  you  about  the  repair  department  and  will 
give  you  some  examples  of  repair  work  you  are 
likely  to  encounter. 

Repair  ships  and  tenders  are  floating  bases, 
capable  of  performing  a  variety  of  maintenance 
and  repair  services  that  are  beyond  the  capabilities 
of  ships  they  serve.  They  are  like  small-scale  Navy 
yards,  with  the  same  primary  mission:  to  provide 
repair  facilities  and  services  to  the  forces  afloat. 

The  most  common  type  of  repair  ship, 
designated  AR,  provides  general  and  specific 
repairs  to  all  types  of  ships.  Special  types  of  repair 
ships  have  been  developed  for  special  uses;  for 
example,  the  ARG  is  designed  for  the  repair  of 
internal-combustion  engines. 

Each  type  of  tender  provides  services  for  one 
type  of  ship,  as  indicated  by  the  designation  of 
the  tender.  The  best  known  types  of  tenders  are 
the  destroyer  tender  (AD)  and  the  submarine 
tender  (AS).  Submarine  tenders  are  capable  of 
tending  both  conventional  submarines  and  fleet 
ballistic  missile  submarines;  however,  individual 
ships  specialize  in  either  conventional  submarines 
or  ballistic  missle  submarines.  The  organization 
of  the  repair  department  of  an  AS  that  tends 
conventional  missile  submarines  differs  somewhat 
from  that  of  an  AS  that  tends  fleet  bassistic  missile 
submarines. 

Since  repairs  and  services  to  other  ships  are 
the  primary  functions  of  all  repair  ships  and 
tenders,  the  repair  department  on  a  repair  ship 
or  tender  makes  a  direct  and  vital  contribution 
to  fleet  support.  The  operating  forces  of  the 
fleet  depend  upon  the  services  provided  by  all 
personnel  of  the  repair  department. 


REPAIR  DEPARTMENT 
ORGANIZATION  AND  PERSONNEL 

The  type  of  repair  ship  to  which  you  will 
probably  be  assigned  will  be  a  destroyer  tender 
(AD),  a  repair  ship  (AR),  an  internal-combustion 
engine  repair  ship  (ARG),  or  a  submarine  tender 
(AS). 

When  you  report  aboard  ship,  you  will  need 
to  learn  the  lines  of  authority  and  responsibility 
in  the  repair  department.  You  will  need  to  find 
out  where  your  orders  and  assignments  originate, 
exactly  what  is  expected  of  you,  and  where  to  go 
for  information,  assistance,  and  advice.  You  can 
start  acquiring  this  knowledge  by  studying  the 
following  material  on  repair  department  organiza- 
tion and  personnel. 

Repair  department  organization  varies 
somewhat  from  one  ship  to  another,  as  you  can 
see  by  comparing  figures  15-1  and  15-2.  Figure 
15-1  shows  the  organization  of  the  repair  depart- 
ment in  a  typical  repair  ship  (AR);  figure  15-2 
shows  the  organization  of  the  repair  department 
in  a  fleet  ballistic  missile  (FBM)  submarine  tender 
(AS). 

In  comparing  the  two  illustrations,  you  will 
notice  several  differences.  For  one  thing,  the 
repair  department  in  the  AR  includes  an  ordnance 
repair  division  (R-5)  which  is  not  included  in  the 
repair  department  of  the  AS.  Instead,  the  AS  has 
a  separate  weapons  repair  department  under  a 
weapons  repair  officer.  In  all  types  of  repair  ships, 
you  will  probably  be  assigned  to  the  R-2  division. 
The  machine  shop  is  normally  within  the  R-2 
division  organization. 

The  duties  of  personnel  in  the  repair  depart- 
ment vary  somewhat  according  to  the  type  of  ship. 
However,  the  following  description  of  personnel 
functions  will  give  you  a  general  idea  of  the  way 
things  are  in  most  repair  departments. 

REPAIR  OFFICER 

In  a  repair  ship  or  tender,  the  repair  officer 
is  head  of  the  repair  department.  The  repair 


15-1 


REPAIR  OFFICER 


SHIP  SUPERINTENDENTS 


MAINTENANCE  DATA 
COLLECTION  COORDINATOF 

ASSISTANT  REPAIR 

ADMINISTRATIVE 
ASSISTANT 

5 

OFFICER 

1 

R-l  DIVISION 
HULL  REPAIR 

SHIPFITTER  SHOP 
SHEETMETAL  SHOP 
PIPE  SHOP 
CARPENTER  SHOP 
DIVING 
WELDING  SHOP 
FOUNDRY 
PATTERN  SHOP 

R-2  DIVISION 
MACHINERY  REPAIR 

MACHINE  SHOP 
OUTSIDE  REPAIR  SHOP 
BOILER  SHOP 
DIESEL  SHOP 
ENGRAVING  SHOP 
VALVE  SHOP 
TOOL  ROOM 

R-3  DIVISION 
ELECTRICAL  REPAIR 

ELECTRICAL  REPAIR 
SHOP 
I.C.  REPAIR  SHOP 

R-4  DIVISION 
ELECTRONICS  REPAIR 

TYPEWRITER  8.  GAGE 
SHOP 
WATCH  &  CLOCK  SHOP 
ELECTRONICS  SHOP 
TELETYPE  SHOP 
ELECTRONICS  CALIBRA- 
TION LAB 

R-S  DIVISION 
ORDNANCE  REPAIR 

CANVAS  SHOP 
OPTICAL  SHOP 
PHOTO  SHOP 
ORDNANCE 
FIRE  CONTROL 
DRAFTING 
PRINTING 

Figure  15-1. — Organization  of  the  repair  department  in  a  typical  repair  ship  (AR). 


officer  is  responsible  under  the  commanding 
officer  for  accomplishing  repairs  and  alterations 
to  the  ships  tended  or  granted  availabilities.  The 
repair  officer  is  also  responsible  for  the  follow- 
ing actions: 

%  Accomplishing  repairs  and  alterations  to 
the  ship  itself  (tender  or  repair  ship)  which 
are  beyond  the  capacity  of  the  engineer- 
ing department  or  other  departments. 

@  Maintaining  a  well-organized  and  effi- 
ciently operated  department. 

9  Issuing  and  enforcing  repair  department 
orders  which  govern  department 
procedures. 

©  Enforcing  orders  of  higher  authority. 

@  Knowing  the  current  workload  and 
capacity  of  the  ship's  crew  and  facilities, 
and  keeping  the  staff  maintenance  rep- 
resentative informed  of  their  current  status 
so  that  the  maintenance  representative  may 
properly  schedule  and  assign  ships. 

•  Reviewing  work  requests  received  via  the 
staff  maintenance  representative  from  the 
ships  assigned  for  repair  and  for  accepting 
or  rejecting  the  individual  jobs  according 
to  the  capacity  of  the  repair  department. 


•  Reviewing  and  accepting  any  work  lists  or 
work  requests  which  develop  after  an 
availability  period  has  started. 

9  Operating  the  department  within  the  allot- 
ment granted  and  initiating  requests  for 
further  funds,  if  required. 

•  Ensuring  the  accuracy,  correctness,  and 
promptness  of  all  correspondence,  in- 
cluding   messages,    prepared    for    the 
commanding  officer's  signature. 

•  Reviewing  all  personnel  matters  arising  in 
all  the  divisions  within  the  department, 
such  as  training,  advancement  in  rate, 
assignment  to  divisions,  and  leave. 

To  acquire  a  thorough  knowledge  of  depart- 
mental conditions  and  to  ensure  adequate 
standards,  the  repair  officer  must  make  frequent 
inspections  of  the  department  and  require  the 
division  officers  to  make  corrections  as  necessary. 

Specific  duties  of  the  repair  officer  vary 
somewhat,  depending  upon  the  type  of  repair  ship 
or  tender.  In  general,  however,  a  summary  of  the 
repair  officer's  duties  include  the  following: 

•  Planning,  preparing,  and  carrying  out 
schedules  for  alterations  and  repair  work 
assigned  to  the  repair  department. 


15-2 


REPAIR  OFFICER 


ASSISTANT  REPAIR  OFFICER 


DEPARTMENTAL 
"3-M"  COORDINATOR 


RADIOLOGICAL 
CONTROL  OFFICER 


R-5  DIVISION 


RADIOLOGICAL  CALIBRATION  LAB 
NUCLEONICS 


SHIP 
SUPERINTENDANTS 


ADMINISTRATIVE  DIVISION 


R-0  DIVISION 


ARRS 

PRINT  SHOP 
PHOTO  LAB 
DRAFTING  SHOP 


DEPARTMENTAL 
TRAINING  OFFICER 


NUCLEAR  REPAIR 
OFFICER 


R-10  DIVISION 


NUCLEAR  PLANNING 
NUCLEAR  SHIPALTS 
NUCLEAR  REPAIR 


PRODUCTION 
MANAGEMENT    ASSISTANT 


HULL    REPAIR 
OFFICER 


MACHINERY    REPAIR 
OFFICER 


ELECTRICAL    REPAIR 
OFFICER 


ELECTRONICS    REPAIR 
OFFICER 


R-1     DIVISION 

SHIPFITTER  SHOP 
SHEETMETAL  SHOP 
WELD  SHOP 
PIPE  SHOP 
FLEX  HOSE  SHOP 
LAGGING  SHOP 


R-2  DIVISION 


INSIDE  MACHINE  SHOP 
ENGRADING  SHOP 
LOCKSMITH  SHOP 
OPTICAL  SHOP 
WATCH/CLOCK  SHOP 
MECHANICAL  STANDARDS  LAB 


R-3  DIVISION 


ELECTRICAL  ISSUb 
ELECTRICAL  REPAIR  SHOP 
I/C  GYRO  SHOP 
RUBBER/PLASTICS  SHOP 
SOUND  ANALYSIS 


R-4  DIVISION 

OFFICE  MACHINE  REPAIR 
ELECTRONIC  REPAIR  SHOP 

ELECTRONIC  CAL  LAB 
SONAR  REPAIR  SHOP 
ANTENNA  SHOP 


REPAIR  SERVICES 
OFFICER 

TECHNICAL  DIVISION 
OFFICER 

QUALITY  ASSURANCE 
OFFICER 

MECHANICAL  REPAIR 
OFFICER 

R-6  DIVISION 

RIGGING  SHOP 
WOODWORKING  SHOP 
PATTERN  SHOP 
DIVING  LOCKER 
CANVAS  SHOP 
FOUNDRY 

R-7  DIVISION 

NON-NUC  PLANNING 
TECH  LIBRARY 
ALT'  S  &  A&I  '  S 

R-8  DIVISION 

NOT  LAB 
QUALITY  ASSURANCE 
CHEMICAL  ANALYSIS  LAB 

R-9  DIVISION 

VALVE  SHOP 
HYDRAULIC  SHOP 
OUTSIDE  MACHINE  SHOP 
A/C  &  R  REPAIR  SHOP 

Figure  15-2. — Organization  of  the  repair  department  in  fleet  ballistic  missile  submarine  tender  (AS). 


15-3 


•  Establishing  and  operating  the  Planned 
Maintenance  System  of  the  3-M  System. 

•  Coordinating  repair  capabilities,  work 
assignments,  and  available  personnel  to 
ensure  maximum  use  of  manpower. 

•  Supervising  and  inspecting  repairs  and 
service  to  ensure  timely  and  satisfactory 
completion  of  work;  providing  controls  for 
quality  control. 

•  Preparing  records,  reports,  forms,  and 
orders  in  connection  with  repair  functions 
and  duties. 

•  Ensuring  proper  operation  of  all  equip- 
ment and  material  assigned  to  the  repair 
department. 

•  Ensuring  strict  compliance  with  safety 
precautions  and  security  measures. 

•  Reporting  to  the  commanding  officer  the 
progress  of  major  repairs  and  alterations; 
keeping  the  executive  officer  informed; 
reporting  promptly  any  inability  to  meet 
scheduled  completion  dates. 

ASSISTANT  REPAIR  OFFICER 

In  the  absence  of  the  repair  officer,  the 
assistant  repair  officer  assumes  the  responsibilities 
of  the  repair  officer.  The  assistant  repair  officer 
is  the  personnel  administrator  for  the  repair 
department,  and  is  responsible  for  the  assignment 
of  personnel,  the  administrative  control  of  the 
repair  office,  and  the  departmental  control  of 
training. 

Specific  duties  of  the  assistant  repair  officer 
may  vary  somewhat,  depending  upon  the  type  of 
repair  ship  or  tender.  In  general,  however,  the 
duties  of  the  assistant  repair  officer  include  the 
following: 

•  Assigning  personnel  to  divisions,  schools, 
shore  patrol,  and  beach  guard. 

•  Having  a  basic  knowledge  of  courses, 
schools,  and  rating  programs  necessary  to 
further  the  education  of  personnel  and 
their  advancement  in  rate  for  their  benefit 
and  that  of  the  ship  and  the  Navy. 

•  Maintaining  the  office  stores  and  accounts. 

•  Assisting  the  repair  officer  in  all  matters 
pertaining   to   general    office   routine, 
current  availabilities  of  ships  assigned  to 
the  repair  ship  or  tender,  and  liaison 
between  the  repair  office  and  the  ship 
alongside  and  in  shipyards. 


•  Reviewing  all  work  requests  as  they  are 
received. 

•  Assigning  work  and  priority  ratings  to  the 
division  and  its  shops. 

•  Maintaining  liaison  with  the  supply  depart- 
ment for  materials  on  order  or  to  be 
ordered  for  the  work  requested. 

•  Procuring    the   necessary   blueprints, 
sketches,  or  samples  for  the  shops. 

•  Scheduling  the  services  of  tugs,  cranes,  and 
technical    services,    as    available,    for 
successful  completion  of  an  availability. 

•  Surveying  reports  from  each  shop  to 
ascertain  the  successful  completion  of  all 
work  during  the  allotted  time. 

•  Analyzing    man-hour   shop   reports   to 
determine  an  even  balance  of  work  versus 
personnel  assigned. 

•  Coordinating  the  actions  of  the  repair 
office  and  the  shops  to  keep  the  repair 
facilities  fully  productive. 

In  addition  to  the  assistant  repair  officer,  there 
are  usually  several  other  officers  who  assist  the 
repair  officer  in  performing  repair  department 
functions.  These  may  include  a  production 
engineering  assistant,  a  repair  assistant,  a 
radiological  control  officer,  a  department  training 
officer,  a  production  management  assistant,  and 
an  administrative  assistant. 

DIVISION  OFFICERS 

Each  division  within  the  repair  department  is 
under  a  division  officer.  The  division  officer  may 
be  a  commissioned  officer,  a  warrant  officer,  or 
a  chief  petty  officer.  The  duties  of  the  division 
officer  vary,  according  to  the  nature  of  the  work 
done  in  the  division. 

ENLISTED  PERSONNEL 

As  a  Machinery  Repairman  assigned  to  the 
repair  department  of  a  repair  shop  or  tender,  you 
will  work  with  people  in  a  number  of  other 
ratings.  It  will  be  very  much  to  your  advantage 
to  learn  who  these  people  are  and  what  kind  of 
work  they  do.  Ratings  that  are  often  assigned 
to  the  repair  department  include  Opticalmen, 
Electronics  Technicians,  Radiomen,  Fire  Control 
Technicians,  Gunner's  Mates,  Draftsmen,  Lithog- 
raphers, Hull  Maintenance  Technicians,  Pattern- 
makers, Molders,  Machinist's  Mates,  Boiler 
Technicians,  Enginemen,  Gas  Turbine  Systems 


15-4 


You  can  get  some  idea  of  the  work  done  by 
people  of  these  ratings  by  looking  through 
the  Manual  of  Navy  Enlisted  Manpower  and 
Personnel  Classifications  and  Occupational 
Standards,  NAVPERS  18068  (revised).  You  can 
also  learn  about  the  work  of  these  ratings  by 
observing  how  the  work  is  handled  in  the  repair 
department.  In  handling  repair  work,  it  is  often 
necessary  for  two  or  more  shops  (and  two  or  more 
ratings)  to  cooperate  to  complete  corrective 
maintenance  actions. 

When  you  are  assigned  to  shore  duty,  you  will 
almost  certainly  be  assigned  to  a  billet  in  the  repair 
department  of  a  shore  installation.  Since  the 
shore-based  installation  has  the  same  essential 
mission  as  the  repair  ship,  the  organization  will 
be  similar. 

REPAIR  DEPARTMENT  SHOPS 

Each  shop  in  the  repair  department  is  assigned 
to  one  of  the  divisions.  As  a  Machinery 


useful  to  learn  as  much  as  you  can  about  the  other 
shops.  After  you  have  gotten  acquainted  with 
personnel  in  your  own  shop  and  have  learned  to 
find  your  way  around  your  own  working  spaces, 
make  an  effort  to  find  out  something  about  the 
other  shops  in  the  division  and  the  department. 
Find  out  where  each  shop  is  located,  what  kind 
of  work  is  done  in  each  shop,  and  what 
administrative  procedures  are  necessary  when  one 
shop  must  call  on  another  for  assistance. 

MACHINE  SHOP 

Shop  layout  and  arrangement  vary  somewhat 
from  one  ship  to  another  depending  upon  space 
available,  the  nature  and  amount  of  equipment 
installed,  and  the  services  that  must  be  provided 
by  the  ship.  The  following  discussion  is  intended 
to  give  a  general  picture  of  a  shop  layout  in  AR, 
AS,  and  AD  type  ships.  Figure  15-3  shows  the 
layout  of  a  Navy  machine  shop  in  a  submarine 
tender. 


ENGRAVING-SECTION 


L    A    DOER 


PANTOGRAPH 


PAINT 
STORAGE 


COFFEE 

MESS  AND 

WASH 

AREA 


VERTICAL 
SHARER 


VERTICAL 
TURRET 
LATHE 


BALANCING 
MACHINE 


CUT-OFF 

SAW 

BAND 

SAW 

HEAVY- 
SECTION 
BENCH 


LARGE 

LATHE 


GAP 
LATHE 


STOCK 
RACK 


STORAGE 
AREA 


FOAM 
STATION 

TRUNK 

DRILL 
PRESS 

GRIND.             LATHE 

AFT.  ' 


TOOL       ROOM 


SHOP  OFFICE 


LADDER 


GRIND  SECTION  BENCH 


TOOL    MAKERS 
LATHE 

HEAT  TREATMENT 
OVEN 

Figure  15-3.— Machine  shop  layout  (submarine  tender). 

15-5 


Most  machine  shops  are  broken  down  into 
sections  as  you  can  see  in  figure  15-3.  These 
sections  are  lathe,  milling,  engraving,  grinding, 
and  heavy.  Also  included  in  the  layout  are  a 
toolroom  and  a  shop  office.  The  toolroom  should 
be  as  centrally  located  as  possible  and  be  of 
adequate  size  to  store  all  the  tools  needed  for  the 
work  required  of  the  shop. 

The  positioning  of  the  machines  is  of  great 
importance.  In  figure  15-4,  you  can  see  that  the 
lathes  are  positioned  headstock  end  to  footstock 
end.  This  way  the  operators  won't  interfere  with 
one  another,  and  the  chips  from  one  machine  will 
not  fly  in  the  direction  of  the  next  operator.  Good 
lighting  is  of  prime  importance  also.  In  figure  15-4 
you  can  see  good  overhead  lighting  as  well  as  work 
lights  on  the  machines.  The  problem  of  one 


machine  interfering  with  another  is  taken  care  of 
by  angular  placement  as  illustrated  in  figure  15-5. 
A  good  monorail  system  is  another  important 
asset  to  the  machine  shop.  You  can  see  in  figure 
15-5  that  the  monorail  system  covers  all  machines 
and  work  benches. 

OTHER  REPAIR  SHOPS 

As  previously  stated,  you  should  become 
familiar  with  the  other  shops  within  the  repair 
department.  Machining  is  only  a  small  portion  of 
a  Machinery  Repairman's  work.  You  can  expect 
to  work  with  every  shop  within  the  Repair  Depart- 
ment. An  example  of  a  job  that  requires  coordina- 
tion is  the  making  of  hatch  dogs.  The  pattern  shop 
makes  the  pattern,  the  molders  cast  them  in  the 


28.314 


Figure  15-4.— Machine  shop  lathe  section. 


Figure  15-5. — Machine  shop  milling  section. 


28.315 


foundry,  the  machine  shop  machines  them,  and 
the  outside  repair  shop  installs  them.  You  can  see 
from  this  example  that  a  smooth  flow  of  work 
demands  close  cooperation  between  many  shops. 


REPAIR  WORK 

Replacement  parts  for  most  equipment  are 
usually  available  through  the  Navy  supply  system. 
But  occasionally,  parts  such  as  shafts  and  gears 
must  be  made  in  the  machine  shop  (see  fig.  15-6). 

A  major  portion  of  the  repair  work  done  in 
shipboard  machine  shops  involves  machining 
worn  or  damaged  parts  so  that  they  can  be  placed 
back  in  service.  For  example,  the  sealing  surfaces 
of  valves  and  pumps  must  be  machined  if  leaks 
occur;  broken  studs  must  be  removed,  and  bent 


Figure  15-6. — Part  made  in  a  machine  shop. 


15-7 


work  because  of  alignment  problems  in  the 
machining  operation. 

Many  of  the  repair  jobs  that  you  will  be 
assigned  to  do  will  require  you  to  make  certain 
mathematical  calculations  such  as  finding  the 
areas  of  circles,  rectangles,  and  triangles  and 
calculating  linear  dimensions.  You  may  also  have 
to  find  the  volume  of  cylinders  and  cubes.  To  do 
this,  you  will  have  to  use  specific  formulas,  which 
you  can  find  in  various  machinist's  handbooks 
and  in  Mathematics,  Volume  1,  NAVPERS  10069 
(series). 

When  you  are  making  a  replacement  part,  the 
leading  petty  officer  of  the  shop  will  usually  give 
you  a  working  drawing  of  the  part  or  a  sample 
part  similar  to  the  one  required.  Study  the  draw- 
ing or  sample  until  you  are  familiar  with  the 
details  and  ensure  that  you  have  all  pertinent 
information. 

Decide  which  machines  are  required  for 
making  the  part  and  calculate  all  necessary 
dimensions  from  the  information  provided. 
Choose  the  most  logical  sequence  of  machining 
operations  so  that  the  part  is  machined  in  a 
minimum  number  of  setups. 

GEARS 

When  you  manufacture  gears,  you  may  need 
to  calculate  simple  gear  trains  or  gear  trains  using 
compound  gearing.  Information  on  this  subject 
is  contained  in  Basic  Machines,  NAVPERS  10624 
(series). 

A  gear  is  made  by  cutting  a  series  of  equally 
spaced,  specially  shaped  grooves  on  the  periphery 
of  a  wheel  (see  fig.  15-7).  A  rack  is  made  by 
cutting  similar  grooves  in  a  straight  surface.  The 
grooves  and  teeth  of  a  spur  gear  are  straight  and 
parallel  to  the  axis  of  the  wheel. 

To  calculate  the  dimensions  of  a  spur  gear, 
you  must  know  the  terms  used  to  designate  the 
parts  of  the  gear.  In  addition,  you  must  know  the 
formulas  for  finding  the  dimensions  of  the  parts 
of  a  spur  gear.  To  cut  the  gear  you  must  know 
what  cutter  to  use,  in  adition  to  how  to  index  the 
blank,  so  that  the  teeth  are  equally  spaced  and 
have  the  correct  profile. 

Spur  Gear  Terminology 

The  following  terms  (see  fig.  15-8)  are  used 
to  describe  gears  and  gear  teeth  (symbols  in 


Figure  15-7.— Cutting  specially  shaped  grooves. 


parentheses   are  standard   gear   nomenclature 
symbols  used  and  taught  at  MR  schools): 

OUTSIDE  CIRCLE  (OC):  The  circle  formed 
by  the  tops  of  the  gear  teeth. 

OUTSIDE  DIAMETER  (OD):  The  diameter 
to  turn  the  blank  to;  the  overall  diameter  of  the 
gear. 

PITCH  CIRCLE  (PC):  (a)  Contact  point  of 
mating  gears;  the  basis  of  all  tooth  dimensions, 
(b)  Imaginary  circle  one  addendum  distance  down 
the  tooth. 

PITCH  DIAMETER  (PD):  (a)  The  diameter 
of  the  pitch  circle,  (b)  In  parallel  shaft  gears,  the 
pitch  diameter  can  be  determined  directly  from 
the  center  to  center  distance  and  the  number  of 
teeth. 

ROOT  CIRCLE  (RC):  The  circle  formed  by 
the  bottoms  of  the  gear  teeth. 

ROOT  DIAMETER  (RD):  The  distance  from 
one  side  of  the  root  circle  to  the  opposite  side 
passing  through  the  center  of  the  gear. 

ADDENDUM  (ADD):  The  height  of  the  part 
of  the  tooth  that  extends  outside  the  pitch  circle. 

CIRCULAR  PITCH  (CP):  The  distance  from 
a  point  on  one  tooth  to  a  corresponding  point  on 
the  next  tooth  measured  on  the  pitch  circle. 

CIRCULAR  THICKNESS  (CT):  (a)  One-half 
of  the  circular  pitch,  (b)  The  length  of  the  arc 
between  the  two  sides  of  a  gear  tooth,  on  the  pitch 
circle. 


15-8 


WORKING  DEPTH 

ADDENDUM 
DEDENDUM 

CLEARANCE 

RIM 
HUB 


CT  =  CIRCULAR   THICKNESS 
CP  =  CIRCULAR  PITCH 

tc= CHORDAL  THICKNESS 

dc  =  CHORDAL  ADDENDUM 


ROOT  CIRCLE- 
Figure  15-8.— Gear  terminology. 


CLEARANCE  (CL):  The  space  between  the 
top  of  the  tooth  of  one  gear,  and  the  bottom  of 
the  tooth  of  its  mating  gear. 

DEDENDUM  (DED):  (a)  The  depth  of  the 
tooth  inside  of  the  pitch  circle,  (b)  The  radial 
distance  between  the  root  circle  and  the  pitch 
circle. 

WHOLE  DEPTH  (WD):  The  radial  depth 
between  the  circle  that  bounds  the  top  of  the  gear 
teeth  and  the  circle  that  bounds  the  bottom  of  the 
gear  teeth. 

WORKING  DEPTH  (WKD):  (a)  The  whole 
depth  minus  the  clearance,  (b)  The  depth  of 
engagement  of  two  mating  gears,  the  sum  of  their 
addendums. 

CHORDAL  THICKNESS  (tc):  (a)  The 
thickness  of  the  tooth  measured  at  the  pitch  circle, 
(b)  The  section  of  the  tooth  that  is  measured  to 
see  if  the  gear  is  cut  correctly. 

CHORDAL  ADDENDUM  (ac):  The  distance 
from  the  top  of  a  gear  tooth  to  the  chordal 
thickness  line  at  the  pitch  circle  (used  for  setting 
gear  tooth  vernier  calipers  for  measuring  tooth 
thickness). 

DIAMETRAL  PITCH  (DP):  (a)  The  most 
important  calculation,  it  regulates  the  tooth  size, 
(b)  The  number  of  teeth  on  the  gear  divided  by 
the  number  of  inches  of  pitch  diameter. 


NUMBER  OF  TEETH  (NT):  The  actual 
number  of  teeth  of  the  gear. 

BACKLASH  (B):  The  difference  between  the 
tooth  thickness  and  the  tooth  space  of  engaged 
gear  teeth  at  the  pitch  circle. 

The  symbols  used  by  the  American  Gear 
Manufacturers  Association  to  describe  gears  and 
gear  teeth  are  different  from  those  used  by  the 
Navy.  The  following  list  will  familiarize  you  with 
these  symbols. 


Spur  Gear  Terms 

Pitch  Circle 
Pitch  Diameter 
Center  to  Center 

Distance 
Addendum 
Dedendum 
Working  Depth 
Clearance 
Whole  Depth 
Root  Circle 
Outside  Diameter 
Circular  Thickness 
Circular  Pitch 
Diametral  Pitch 
Number  of  Teeth 
Root  Diameter 
Chordal  Thickness 
Chordal  Addendum 


Machinery 
Repairman 

School 
Abbreviations 

PC 
PD 
C-C 

ADD 

DED 

WKD 

CL 

WD 

RC 

OD 

CT 

CP 

DP 

NT 

RD 


American  Gear 

Manufacturers 

Association 

Abbreviations 

(none) 

D 

C 

a 

d 

hk 

c 

ht 

(none) 

Do 

tc 

P 

P 

N 

DR 

(none) 

(none) 


15-9 


Diametral  Pitch  System 

The  diametral  pitch  system  was  devised  to 
simplify  gear  calculations  and  measurements.  It 
is  based  on  the  diameter  of  the  pitch  circle, 
rather  than  on  the  circumference.  Since  the 
circumference  of  a  circle  is  3.1416  times  it 
diameter,  this  constant  must  always  be  taken  into 
consideration  in  calculating  measurements  based 
on  the  pitch  circumference.  In  the  diametral  pitch 
system,  however,  the  constant  is  in  a  sense  "built 
into"  the  system,  thus  simplifying  computation. 

When  you  use  this  system,  there  is  no  need 
to  calculate  circular  pitch.  Indexing  devices  based 
on  the  diametral  pitch  system  will  accurately  space 
the  teeth,  and  the  formed  cutter  associated  with 
the  indexing  device  will  form  the  teeth  within  the 
necessary  accuracy.  All  calculations,  such  as 
center  distance  between  gears  and  working  depth 
of  teeth,  are  simplified  by  the  diametral  pitch 
system. 

Many  formulas  are  used  in  calculating  the 
dimensions  of  gears  and  the  gear  teeth.  Only  the 
formulas  needed  in  this  discussion  are  given  here; 
a  more  complete  list  of  formulas  for  calculating 
the  dimensions  of  gears  is  provided  in  Appendix 
II  of  this  manual.  Appendix  III  contains  explana- 
tions of  how  you  determine  the  formulas  to 
calculate  the  dimensions  of  gear  teeth. 

Usually  the  outside  diameter  (OD)  of  a  gear 
and  the  number  of  teeth  (NT)  are  available  from 
a  blueprint  or  a  sample  gear.  Using  these  two 
known  factors,  you  can  calculate  the  necessary 
data. 

For  example,  to  make  a  gear  3.250  inches  in 
diameter  that  has  24  teeth: 

1.  Find  the  pitch  diameter  (PD)  using  the 
formula: 

_  (ND)  OD 

NT  +  2 


pn      24  +  3.250      78      -  ™  .     , 
PD  =     24  =  2     =  26  =  3-000  inches 


2.  Find  the  diametral  pitch  (DP)  using  the 
formula: 


3.  Find  the  whole  depth  of  tooth  (WD)  by 
using  the  formula: 


PD  = 


PD 


NT 
PD 

24 


WP  = 


WP  = 


2.157 
DP 

2.157 
8 


=  0.2696  inch 


You  can  select  the  cutter  for  machining  the 
gear  teeth  as  soon  as  you  have  computed  the 
diametral  pitch.  Formed  gear  cutters  are  made 
with  eight  different  forms  (numbered  from  1  to  8) 
for  each  diametral  pitch.  The  number  of  cutter 
that  you  should  use  depends  upon  the  number  of 
teeth  the  gear  will  have.  The  following  chart  shows 
which  cutter  to  use  to  cut  various  numbers  of  teeth 
on  a  gear. 

If,  for  example,  you  need  a  cutter  for  a  gear 
that  has  24  teeth,  use  a  number  5  cutter  since  as 
a  number  5  cutter  will  cut  all  gears  containing 
from  21  to  25  teeth. 

Range  of  teeth        Number  of  cutter 


135  to  a  rack 
55  to  134 
35  to  54 
26  to  34 
21  to  25 
17  to  20 
14  to  16 
12  to  13 


Most  cutters  are  stamped,  showing  the  number 
of  the  cutter,  the  diametral  pitch,  the  range  for 
the  number  of  cutter,  and  the  depth.  The  involute 
gear  cutters  usually  (on-board  a  repair  ship)  run 
from  1  to  48  diametral  pitch  and  8  cutters  to  each 
pitch. 

To  check  the  dimensional  accuracy  of  gear 
teeth,  use  a  gear  tooth  vernier  caliper  (see 
fig.  15-9).  The  vertical  scale  is  adjusted  to  the 
CHORD AL  ADDENDUM  (ac)  and  the  horizon- 
tal scale  is  used  for  finding  the  CHORDAL 
THICKNESS  (tc).  Before  you  calculate  the 
chordal  addendum,  you  must  determine  the 
addendum  (ADD)  and  circular  thickness  (Ct). 

To  determine  the  addendum,  use  the  formula: 


3 


=  8 


ADD  = 


PD 

NT 


VERTICAL  SCALE 


GEAR  TOOTH-—         s\ 

Figure  15-9. — Measuring  gear  teeth  with  a  vernier  caliper. 

Using  values  from  the  preceding  example, 
3.000 


ADD  = 


24 


=  0.125  inch 


To  determine  the  circular  thickness,  use  the 
formula: 


CT  = 


1.5708 
DP 


Using  the  values  from  the  example, 
1.5708 


CT 


8 


=  0.1964  inch 


The  formula  used  for  finding  the  chordal 
addendum  is 


ac  =  ADD  + 


=  0.125  + 


(CT)2 
4(PD) 

(0.1 964)2 
4x3 


=  0.125  =  ^^386)  =  0.128  inch 


The    formula    for    finding   the   chordal 
tooth  thickness  is 


t-PDsin 


=  3xsin3°45" 

=  3  x  0.0654 

=  3  x  0.1 962  inch 

(Note:  Mathematics,  Volume  //,  NAVPERS 
1007 1-B  and  various  machinist's  handbooks 
contain  information  on  trigonometric  functions.) 

Now  set  the  vertical  scale  of  the  gear  tooth 
vernier  caliper  to  0.128  inch.  Adjust  the  caliper 
so  that  the  jaws  touch  each  side  of  the  tooth  as 
shown  in  figure  15-9.  If  the  reading  on  the 
horizontal  scale  is  0.1962  inch,  the  tooth  has 
correct  dimensions;  if  the  dimension  is  greater, 
the  whole  depth  (WD)  is  too  shallow;  if  the 
reading  is  less,  the  whole  depth  (WD)  is  too  deep. 

Sometimes  you  cannot  determine  the  outside 
diameter  of  a  gear  or  the  number  of  teeth  from 
available  information.  However,  if  a  gear 
dimension  and  a  tooth  dimension  can  be  found, 
you  can  put  these  dimensions  into  one  or  more 
of  the  formulas  in  Appendix  II  and  calculate  the 
required  dimensions. 

Machining  the  Gear 

The  procedures  for  making  a  gear  of  the 
dimensions  given  in  the  preceding  example  are  as 
follows: 

1 .  Select  and  cut  a  piece  of  stock  to  make  the 
blank.  Allow  at  least   1/8  inch  excess 
material  on  the  diameter  and  thickness  of 
the  blank  for  cleanup  cuts. 

2.  Mount  the  stock  in  a  chuck  on  a  lathe,  and 
at  the  center  of  the  blank,  face  an  area 
slightly  larger  than  the  diameter  of  the  bore 
required. 

3.  Drill  and  bore  to  the  required  size  (within 
tolerance). 

4.  Remove  the  blank  from  the  lathe  and  press 
it  on  a  mandrel. 

5.  Set  the  mandrel  up  between  the  centers  of 
the  index  head  and  the  footstock  on  the 
milling  machine.  Dial  in  within  tolerance. 

7.  Select  a  number  5  involute  gear  cutter 
(8-pitch)  and  mount  and  center  it  as 
described  in  chapter  11. 


15-11 


move  the  table  up  until  the  cutter  just 
touches  the  gear  blank.  Set  the 
micrometer  collar  on  the  vertical  feed 
handwheel  to  zero,  then  hand  feed  the 
table  up  toward  the  cutter  slightly  less 
than  the  whole  depth  of  tooth. 

10.  Cut    one    tooth    groove,    index    the 
workpiece  for  one  division  and  take 
another  cut.  Check  the  tooth  dimensions 
with  a  vernier  gear  tooth  caliper  as 
described  previously.  Make  the  required 
adjustments  to  provide  an  accurately 
* 'sized"  tooth. 

1 1 .  Continue  indexing  and  cutting  until  the 
teeth  are  cut  around  the  circumference  of 
the  workpiece. 

When  you  machine  a  rack,  space  the  teeth  by 
moving  the  work  table  an  amount  equal  to  the 
circular  pitch  of  the  gear  for  each  tooth  cut. 
Calculate  the  circular  pitch  by  dividing  3.1416  by 
the  diametral  pitch: 


CP 


3.1416 
DP 


You  do  not  need  to  make  calculations  for 
corrected  addendum  and  chordal  pitch  for  check- 
ing rack  teeth  dimensions  because  on  racks  the 
addendum  is  a  straight  line  dimension  and  the 
tooth  thickness  is  one-half  the  linear  pitch. 


sucn  as  pump  or  rotor  snatts  is  an  important  part 
of  machine  shop  work.  Information  provided  here 
will  help  you  to  see  the  proper  method  of 
manufacturing  a  new  shaft  and  also  the  proper 
method  of  repairing  a  bent  or  damaged  shaft. 

Manufacturing  a  New  Shaft 

Figure  15-10  illustrates  a  shaft  that  might  be 
made  in  the  machine  shop.  The  information  given 
in  the  illustration  is  normally  available  in  the 
manufacturer's  technical  manual  for  the 
machinery  component  for  which  the  shaft  is 
required.  The  circled  numbers  indicate  a  sequence 
of  operations  for  machining  the  various  surfaces 
of  the  shaft. 

Select  and  cut  a  piece  of  round  stock  at  least 
1/16  inch  larger  in  diameter  and  1/8  inch  longer 
than  the  shaft.  Face  and  centerdrill  each  end  of 
the  stock.  In  facing,  ensure  that  the  workpiece  is 
faced  to  the  correct  length  for  the  shaft,  which 
in  this  example  is  10  11/16  inches.  Most  of  the 
linear  dimensions  in  figure  15-10  are  given  in  the 
form  of  mixed  numbers  of  proper  fractions 
which  indicate  that  rule  measurement  of  these 
dimensions  will  be  sufficiently  accurate.  In 
manufacturing  a  new  shaft,  you  must  take  all 
linear  dimensions  from  the  same  reference  point 
to  ensure  the  correct  lengths.  However,  the  linear 
position  of  the  grooves  at  numbers  1 1  and  12  are 
in  the  form  of  decimal  fractions  and  require 
greater  accuracy  than  is  available  by  rule 
measurement. 


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Figure  15-10. — Steps  in  making  a  shaft. 


15-12 


Plain  turning  required  on  surfaces  1  through  6  is 
performed  in  the  first  lathe  setup;  surfaces  7 
through  12  are  machined  in  the  second  lathe  setup. 
Key  ways  13  and  14  are  machined  in  the  first 
milling  setup  and  then  the  cutter  is  changed  for 
machining  the  Woodruff  keyway  (15).  To 
machine  the  shaft,  take  the  following  steps: 

1.  Turn  the   workpiece   to   a  2  3/16-inch 
diameter.  Check  the  diameter  for  taper  and  make 
corrections  as  necessary. 

2.  Set  hermaphrodite  calipers  to   11  3/32 
inches  and  lay  out  the  shoulder  between  the  2  3/16 
inch  diameter  and  the  2.050  inch  finish  diameter. 
Using    the    crossfeed   handwheel   with   the 
micrometer  collar  set  on  zero,  feed  the  tool  in 
0.068  inch  (one-half  of  the  difference  between 
2.050  and  2  3/16).  Make  a  short  length  of  cut  at 
the  end  of  the  shaft  and  measure  the  diameter  with 
a  micrometer.  Adjust  the  crossfeed  handwheel  as 

required  to  provide  the  2.050  _'QQI  diameter 
and  complete  the  cut  to  the  layout  line. 

3 .  Use  procedures  similar  to  those  described 
in  step  2  for  machining  surfaces  3  through  6.  Be 
extremely  careful  to   accurately  measure  the 
diameter  of  the  beginning  of  each  cut  to  ensure 
that  you  hold  the  dimensions  within  the  range 
provided  in  the  illustration. 

4.  Turn   the    workpiece    end-for-end    and 
machine  surfaces  7,  8,  and  9  as  described  in  step  2. 

5.  Set  a  3/16-inch  parting  tool  in  the  tool- 
holder,  position  the  tool  (by  rule  measurement) 
for  making  groove  10,  and  make  the  groove. 

6.  Set  the  compound  rest  parallel  to  the  axis 
of  the  workpiece  for  laying  out  grooves  1 1  and 
12.  Place  a  sharp  pointed  tool  in  the  toolholder 
and  align  the  point  of  the  tool  with  the  shoulder 
between  surfaces  7  and  8.  Then  use  the  compound 
rest  to  move  the  tool  1 . 152  inches  longitudinally 
as  indicated  by  the  micrometer  collar  on  the 
compound  feed  screw.  Feed  the  tool  toward  the 
work  with  the  crossfeed  until  a  thin  line  is  scribed 
on  the  surface  of  the  workpiece.  Now  swivel  the 
compound  rest  to  the  angle  required  for  cutting 
the  chamfer  and  cut  the  chamfer.  (Calculate  the 
angular  depth  from  the  given  dimensions.)  Then 
using  a  parting  tool  between  0.053  and  0.058  inch 
wide,  make  the  groove. 

7.  With  a  fine  cut  file,  remove  all  sharp  edges 
from  shoulders  and  grooves. 


to  the  required  dimensions. 

Check  the  dead  center  frequently  to  see  that 
it  does  not  overheat  and  to  prevent  the  workpiece 
from  becoming  loose  on  the  center.  Use  a  center 
rest  as  necessary,  for  supporting  the  work. 

Repairing  Shafts 

Bent  shafts  11/4  inches  and  less  in  diameter 
which  are  used  for  low-speed  operations  can  be 
straightened  so  that  they  have  less  than  0.003-  to 
0.004-inch  runout.  Before  attempting  to  straighten 
a  shaft,  however,  always  ensure  that  the  leading 
petty  officer  of  the  shop  is  informed  of  the  opera- 
tion. To  straighten  a  shaft  take  the  following  step: 

1 .  Mount  the  shaft  between  centers  in  a  lathe. 
If  the  shaft  is  too  long  for  mounting  between 
centers,  mount  it  in  a  4-jaw  chuck  and  a  center. 

2.  Clamp  a  dial  indicator  on  the  compound 
rest  and  locate  the  area  of  the  bend  and  measure 
how   much   the    shaft  is   bent   (runout).   To 
determine  the  area  of  the  bend,  run  the  dial 
indicator  along  the  shaft  longitudinally.  The 
greatest  variation  of  the  pointer  from  zero 
indicates  the  bend  area.  With  the  dial  indicator 
set  at  this  point,  rotate  the  shaft  and  note  the 
amount  of  fluctuation  of  the  pointer.  This 
fluctuation  is  the  amount  of  runout.  Mark  the 
longitudinal  position  of  the  bend  and  the  high  side 
of  the  bend  with  chalk  or  a  grease  pencil. 

3.  Remove  the  shaft  from  the  lathe  and  place 
it  on  a  hydraulic  press.  Place  a  V-block  on  each 
side  of  the  bend  area  and  turn  the  shaft  so  that 
the  high  side  is  up.  Move  the  press  ram  downward 
until  it  touches  the  shaft.  Set  up  a  dial  indicator 
so  that  the  contact  point  contacts  the  high  side 
of  the  shaft  as  near  to  the  ram  as  possible. 

4.  Carefully  apply  pressure  on  the  shaft  with 
the  ram.  Watch  the  pointer  of  the  dial  indicator 
to  determine  how  much  the  shaft  is  "sprung"  in 
the  direction  opposite  the  bend.  When  the 
indicator  reading  is  0.002  or  0.003  inch  greater 
than  the  amount  of  runout,  release  the  ram 
pressure. 

5.  Set  up  the  shaft  between  centers  and  check 
again  as  explained  in  step  1.  Repeat  steps  2,  3, 
and  4  until  the  runout  is  decreased  to  within 
acceptable  limits. 

If  little  or  no  change  in  runout  results  from 
the  first  straightening  attempt,  spring  the  shaft 
further  in  the  second  operation  to  overcome  the 
elasticity  of  the  shaft  so  that  it  bends  in  the 
required  direction.  It  is  better  to  make  several 


15-13 


attempts  to  straighten  the  shaft  a  few  thousandths 
of  an  inch  at  a  time  than  to  attempt  to  straighten 
the  shaft  in  one  or  two  tries  with  the  possibility 
of  bending  the  shaft  too  far  in  the  opposite 
direction. 

Damaged  ends  of  shafts  can  be  repaired  by 
removing  the  bad  section  and  replacing  it  with  a 
new  "stub"  end.  Check  to  see  if  the  type 
commander  allows  stubbing  of  shafts. 

Take  the  following  steps  to  stub  a  shaft: 

1.  If  a  blueprint  is  not  available,  make  a 
drawing  of  the  shaft  showing  all  dimensions. 

2.  Machine  a  piece  of  scrap  stock  (spud),  of 
the  same  material  as  the  shaft,  in  the  lathe  to  the 
diameter  of  the  shaft  at  the  point  where  the  center 
rest  will  be  used.  Carefully  align  the  center  rest 
on  this  spud. 

3.  Mount  the  undamaged  end  of  the  shaft 
in  a  4-jaw  chuck  and  "zero  in"  the  shaft  near  the 
jaws  of  the  chuck.  Use  soft  jaws  or  aluminum 
shims  to  prevent  damage  to  the  shaft  surface. 

4.  Position  the  previously  set  center  rest 
under  the  shaft  so  that  the  center  rest  is  between 
the  chuck  and  the  damaged  end  of  the  shaft. 

5.  Cut  off  the  damaged  portion  of  the  shaft. 

6.  Face,  centerdrill,  and  drill  the  end  of  the 
shaft.  The  diameter  of  the  hole  should  be  about 
5/8  of  the  diameter  of  the  shaft;  the  depth  of  the 
hole  should  be  at  least  21/2  times  the  hole 
diameter. 

7.  Chamfer  the  end  of  the  shaft  liberally  to 
allow  space  for  weld  deposits. 

8.  Make  a  stub  of  the  same  material  as  the 
shaft.  The  stub  should  be  1/4  inch  larger  in 
diameter  and  3/8  inch  longer  than  the  damaged 
portion  of  the  shaft  plus  the  depth  of  the  hole 
drilled  in  the  shaft.  This  provides  ample  machin- 
ing allowance. 

9.  Machine  one  end  of  the  stub  to  a  press 
fit  diameter  of  the  hole  in  the  shaft.  The  length 
of  this  portion  should  be  slightly  less  than  the 
depth  of  the  hole  in  the  shaft.  (A  screw  fit 
between  the  shaft  and  stub  can  be  used  instead 
of  the  press  fit.) 

10.  Chamfer  the  shoulder  of  the  machined 
end  of  the  stud  the  same  amount  as  the  shaft  is 
chamfered. 

1 1 .  Press  (or  screw  for  a  threaded  fitting)  the 
stub  into  the  shaft  and  have  the  chamfered  joint 
welded  and  stress  relieved. 

12.  Mount  the  shaft  with  the  welded  stub  back 
in  the  lathe  and  machine  the  stub  to  the  original 
shaft  dimensions  provided  by  the  drawing  or 
blueprint. 


VALVES 

In  repairing  valves,  you  must  have  a 
knowledge  of  the  materials  from  which  they  are 
made.  Each  material  has  its  limitations  of  pressure 
and  temperature;  therefore,  the  materials  used  in 
each  type  of  valve  depend  upon  the  temperatures 
and  pressures  of  the  fluids  which  they  control. 

Valves  are  usually  made  of  bronze,  brass,  cast 
or  malleable  iron,  or  steel.  Steel  valves  are  either 
cast  or  forged  and  are  made  of  either  plain  steel 
or  alloy  steel.  Alloy  steel  valves  are  used  in  high- 
pressure,  high-temperature  systems;  the  disks  and 
seats  of  these  valves  are  usually  surfaced  with  a 
chromium-cobalt  alloy  known  as  Stellite.  This 
material  is  extremely  hard. 

Brass  and  bronze  valves  are  never  used  for 
temperatures  exceeding  550°F.  Steel  valves  are 
used  for  all  services  above  550  °F  and  for  lower 
temperatures  where  conditions,  either  internal  or 
external,  such  as  high-pressure,  vibrations,  or 
shock,  may  be  too  severe  for  brass  or  iron.  Bronze 
valves  are  used  almost  exclusively  in  systems 
carrying  saltwater.  The  seats  and  disks  of  these 
valves  are  usually  made  of  Monel,  an  excellent 
corrosion-  and  erosion-resistant  metal. 

Information  on  the  commonly  used  types  of 
valves  and  their  construction  is  provided  in 
Fireman,  NAVEDTRA  10520  (series).  The 
information  supplied  here  applies  to  globe,  ball, 
and  gate  valves  but  the  procedures  discussed  can 
usually  be  adapted  for  repairing  any  type  of  valve. 

Globe  Valve 

Closely  inspect  the  valve  seat  and  disk  for 
erosion,  cuts  on  the  seating  area,  and  proper  fit 
of  the  disk  to  its  seat.  Inspect  all  other  parts  of 
the  valve  for  wear  and  alignment  and,  if  you  find 
them  defective,  repair  or  renew  them.  Generally, 
valve  repair  is  limited  to  overhaul  of  the  seat  and 
disk.  Overhauling  of  the  disk  and  seat  is  usually 
done  by  grinding-in  the  valve  seat  and  disk  or  by 
lapping  the  seat  and  machining  the  disk  in  a  lathe. 
Where  the  disk  and  seat  surfaces  cannot  be  recon- 
ditioned by  grinding  or  lapping,  you  must  machine 
both  the  valve  disk  and  valve  seat  in  a  lathe. 

If  upon  inspection,  the  disk  and  seat  appear 
to  be  in  good  condition,  spot  them  in  with 
Prussian  blue  to  find  out  whether  they  actually 
are  in  good  condition. 

SPOTTING-IN.— The  method  used  to  vis- 
ually determine  whether  or  not  the  seat  or  disk 
make  good  contact  with  each  other  is  called 
spotting-in.  To  spot-in  a  valve  seat,  first  apply  a 
thin  coating  of  prussian  blue  evenly  over  the  entire 


The  prussian  blue  will  adhere  to  the  valve  seat  at 
points  where  the  disk  makes  contact.  Figure  15-1 1 
shows  what  a  correct  seat  looks  like  upon 
spotting-in,  and  also  shows  what  various  kinds 
of  imperfect  seats  look  like  upon  spotting-in. 
After  you  have  noted  the  condition  of  the  seat 
surface,  wipe  all  the  prussian  blue  off  of  the 
disk  face  surface  and  apply  a  thin,  even  coat  of 
prussian  blue  on  the  contact  face  of  the  seat. 
Again  place  the  disk  on  the  valve  seat  and  rotate 
the  disk  a  quarter  turn.  Examine  the  resulting  blue 
ring  on  the  valve  disk.  If  the  ring  is  unbroken  and 
of  uniform  width,  the  disk  is  in  good  condition, 
if  there  are  not  cuts,  scars,  or  irregularities  on  its 
face.  If  the  ring  is  broken  or  wavy,  the  disk  is  not 
making  proper  contact  with  the  seat  and  must  be 
machined. 

GRINDING.— Valve  grinding  is  the  method 
of  removing  small  irregularities  from  the  contact 
surfaces  of  the  seat  and  disk.  This  process  is  also 
used  to  follow  up  all  seat  or  disk  machining  work 
on  a  valve. 

To  grind-in  a  valve,  apply  a  small  amount  of 
grinding  compound  to  the  face  of  the  disk,  insert 
the  disk  into  the  valve  and  rotate  the  disk  back 
and  forth  about  a  quarter  turn.  Shift  the  disk-seat 
relation  from  time  to  time  so  that  the  disk  will 
be  rotated  gradually  in  increments  through  several 
rotations.  During  the  grinding  process,  the 
grinding  compound  will  gradually  be  displaced 
from  between  the  seat  and  disk  surfaces,  so  you 
must  stop  every  minute  or  so  to  replenish  the 
compound.  For  best  results  when  you  do  this, 


uiai  me  iiicguicuiucs  iiavc 

been  removed,  spot-in  the  disk  to  the  seat  as 
described  previously. 

When  a  machined  valve  seat  and  disk  are 
initially  spotted-in,  the  seat  contact  will  be  very 
narrow  and  located  close  to  the  edge  of  the  bore. 
Grinding-in,  using  finer  compounds  as  the  work 
progresses,  causes  the  seat  contact  to  become 
broader  until  a  seat  contact  is  produced  as 
illustrated  in  figure  15-11.  The  contact  area  should 
be  a  perfect  ring,  covering  approximately  one- 
third  of  the  seating  surface,  as  shown  in  the 
correct  seat  in  figure  15-11. 

Avoid  overgrinding.  It  will  produce  a  groove 
in  the  seating  surface  of  the  disk  and  also  will  tend 
to  round  off  the  straight  angular  surface  of  the 
seat.  The  effects  of  overgrinding  can  be  corrected 
only  by  machining  the  surfaces. 

LAPPING. — Lapping  is  the  truing  of  a  valve 
seat  surface  by  means  of  a  cast  iron  lapping  tool, 
shaped  like  and  of  exactly  the  same  size  as  the  disk 
for  that  particular  valve. 

By  using  such  a  tool,  you  can  remove  slightly 
larger  irregularities  from  the  seat  than  you  can 
by  grinding  the  disk  to  the  seat.  (See  fig.  15-12.) 
NEVER  USE  THE  VALVE  DISK  AS  A  LAP. 

Below  is  a  summary  of  the  essential  points  you 
must  keep  in  mind  while  using  the  lapping  tool. 

1 .  Do  not  bear  heavily  on  the  handle  of  the 
lap. 

2.  Do  not  bear  sideways  on  the  handle  of  the 
lap. 

3 .  Shift  the  lap-valve  seat  relation  so  that  the 
lap  will  gradually  and  slowly  rotate  around 
the  entire  seat  circle. 

4.  Check  the  working  surface  of  the  lap;  if 
a  groove  wears  on  it,  have  the  lap  refaced. 


WIDE  SEAT  HIGH  SEAT 

Figure  15-11.— Examples  of  spotted-in  valve  seats. 


Figure  15-12.— Lapping  tools. 


15-15 


5.  Use  only  clean  compound. 

6.  Replace  the  compound  often. 

7.  Spread  the  compound  evenly  and  lightly. 

8.  Do  not  lap  more  than  is  necessary  to 
produce  a  smooth  and  even  seat. 

9.  Always  use  a  fine  grinding  compound  to 
finish  the  lapping  job. 

10.  When  you  complete  the  lapping  job,  spot- 
in  and  grind-in  the  disk  to  the  seat. 

Abrasive  compound  for  grinding-in  and 
lapping-in  valve  seats  and  disks  is  available  in 
Navy  stock  in  four  grades.  The  grades  and  the 
recommended  sequence  of  use  are  as  follows: 

GRADE  USE 

Coarse  For  lapping-in  seats  that  have 

deep  cuts  and  scratches  or 
extensive  erosion. 

Medium  For   following   up   the   corase 

grade:  may  be  used  also  at  the 
start  of  the  reconditioning  process 
where  damage  is  not  too  severe. 

Fine  For  use  when  the  reconditioning 

process  nears  completion. 

Microscopic      For  finish  lapping-in  and  for  final 
fine  grinding-in. 

REFACING.— If  the  seat  of  a  valve  has  been 
deeply  cut,  scored,  or  corroded  to  the  extent  that 
lapping  will  not  correct  the  condition,  it  must  be 
machined,  or,  in  an  extreme  case,  replaced  with 
a  new  seat. 

Many  valves  have  removable  seats  which  are 
threaded,  welded,  threaded  and  welded,  or 
pressed  into  the  valve  body.  In  A  of  figure  15-13, 
the  valve  seating  surface  has  been  welded  so  that 


it  has  become  an  integral  part  of  the  valve  body. 
In  B  of  figure  15-13,  the  seating  surface  has  been 
welded  so  that  it  has  become  an  integral  part  of 
the  seat  ring.  The  seat  ring  is  threaded  into  the 
body  and  seal-welded  after  installation.  If  the 
seating  surface  of  A  is  damaged  to  the  extent  that 
it  must  be  renewed,  you  need  only  remove  the 
existing  weld  material  by  machining  and  then 
rebuild  the  seating  surface  with  successive  deposits 
of  new  weld  material.  After  you  have  made  a 
sufficient  deposit  of  weld  material,  you  can 
machine  a  new  seating  surface.  If  the  seating 
surface  of  B  requires  renewal,  you  must  first 
machine  the  seal  weld  from  the  ring  and  remove 
the  ring  from  the  valve  body.  You  may  then  either 


RETAINER  NUT 


THRUST 
WASHER 


HANOWHEEL 


BODY 


BALL 
SEAT 


BALL 


Figure  15-14. — Typical  seawater  ball  valve. 


SEATING  SURFACE 


VALVE  BODY 


A-WELDED  INTEGRAL  SEAT 


HARD  FACING       SEATING  SURFACE 
SEAT  RING 


SEAL  WELDED 

VALVE  BODY 

B-REMOVABLE  SEAT 


Figure  15-13. — Valve  seat  construction. 


described. 

The  actual  machining  operations  for  valve 
seats  and  disks  are  described  in  chapter  8.  After 
you  have  completed  the  machining,  spot-in,  lightly 
grind-in,  and  respot  the  seat  and  the  disk  to 
ensure  that  the  valve  disk-seat  contact  is  as  it 
should  be. 

Ball  Valve 

Ball  valves,  as  the  name  implies,  are  stop 
valves  that  use  a  ball  to  stop  or  start  the  flow  of 
fluid.  The  ball,  shown  in  figure  15-14  performs 
the  same  function  as  the  disk  in  a  globe  valve. 
When  you  turn  the  handwheel  to  open  the  valve, 
the  ball  rotates  to  a  point  where  the  hole  through 


only  a  90°  rotation  of  the  handwheel  for 
most  valves,  the  ball  rotates  so  that  the  hole  is 
perpendicular  to  the  flow  openings  of  the  valve 
body,  and  the  flow  stops. 

Most  ball  valves  are  the  quick-acting  type 
(requiring  only  a  90°  turn  of  a  simple  lever  or 
handwheel  to  completely  open  or  close  the  valve), 
but  many  are  operated  by  planetary  gears.  This 
type  of  gearing  requires  a  relatively  small  hand- 
wheel  and  opening  force  to  operate  a  fairly  large 
valve.  The  gearing  does,  however,  increase  the 
time  for  opening  and  closing  the  valve.  Some  ball 
valves  have  a  swing-check  located  within  the 
ball  to  give  the  valve  a  check  valve  feature. 
Figure  15-15  shows  a  ball-stop  swing-check  valve 


INDICATOR 
DISK' 


INDICATOR 


INDICATOR 
SHAFT 


BEARING 


OPERATOR 
BODY 


BUSHINGS 


RETAINING 
NUT 


DISK 


•ECCENTRIC 
SHAFT 


HANDWHEEL. 
GREASE. PLUG 
BONNET 
RING  GEAR 

INTERNAL  GEAR 

BEARING 

BEARING  RETAINER 

VALVE  STEM 


VALVE 
BODY 


THRUST  WASHERS 
GASKET  PIN 


BUMPER 


TAILPIECE 


BALL 


Figure  15-15. — Typical  ball  stop  swing-check  valve  for  seawater  service. 

15-17 


with  planetary  gear  operation.  Ball  valves  are 
normally  found  in  the  following  systems  onboard 
ship:  seawater,  sanitary,  trim  and  drain,  air, 
hydraulic  and  oil  transfer.  Repair  procedures  for 
ball  valves  can  be  found  in  Portsmouth  Process 
Instructions,  discussed  below.  In  the  case  of  the 
smaller  types,  repairs  consist  of  part  replacements 
rather  than  machining  and  rebuilding. 

There  are  two  basic  instructions  published  by 
Portsmouth  Naval  Shipyard  which  are  guidelines 
in  the  repair  procedures  of  seawater  ball  valves 
and  the  balls  themselves.  In  most  cases  the  most 
common  repair  to  the  ball  itself  is  to  pit  fill  any 
erosion  and  recoat  the  ball.  The  guidelines  for  this 
process  are  covered  in  Portsmouth  Process 
Instruction  number  4820-9 17-3  3  8D,  change  1, 
of  31  January  1977.  The  other  instruction 
which  covers  the  actual  valve  body  is  the 
PPI 4820-921-339B.  The  latter  instruction  applies 
to  the  repair  of  seawater  ball  valves  when  the 
waterway  lip  area  has  been  corroded  or  eroded 
to  the  extent  that  its  function  is  reduced  and 
serviceability  is  affected.  The  repair  of  ball  valve 
waterway  lips  in  this  instruction  applies  only  to 
straight  waterway  valves  whose  stem  connection 
does  not  enter  the  waterway.  This  instruction  also 
applies  to  the  repair  of  the  stem  cavity  and  O-ring 
sealing  areas  and  to  seawater  ball  valves  whose 
back  seat  areas  are  corroded  and  eroded  to  the 
extent  that  leakage  between  the  valve  seat  and 
back  seat  areas  exceeds  allowable  leakage.  The 
detailed  repair  steps  are  in  Portsmouth  Process 
Instruction  Number  4820-921 -339B  of  24  June 
1977,  which  cancels  number  4820-92 1-339A. 

Gate  Valve 

Gate  valves  are  used  when  a  straight  line  flow 
of  fluid  with  minimum  flow  restriction  is  desired. 
Gate  valves  are  so  named  because  the  part  (gate) 
which  either  stops  or  allows  flow  through  the 
valve  acts  somewhat  like  the  opening  or  closing 
of  a  gate.  The  gate  is  usually  wedge  shaped.  When 
the  valve  is  wide  open,  the  gate  is  fully  drawn  up 
into  the  valve,  leaving  an  opening  for  flow 
through  the  valve  which  is  the  same  size  as  the 
pipe  in  which  the  valve  is  installed.  Gate  valves 
are  not  suitable  for  throttling  purposes  since 
the  control  of  flow  would  be  difficult  due  to 
turbulence,  and  fluid  force  against  a  partially  open 
gate  causes  it  to  vibrate,  resulting  in  extensive 
damage  to  the  valve. 

Gate  valves  are  classified  as  either  rising  stem 
(fig.  15-16)  or  nonrising  stem  valves  (fig.  15-17). 
On  the  nonrising  stem  gate  valves,  the  stem  is 


YOKE  SLEEVE 
NUT 


WHEEL 


GUIDE  RIBS 


Figure  15-16. — Cutaway  view  of  a  gate  stop  valve  (rising  stem 
type). 


threaded  on  its  lower  end  into  the  gate.  As  you 
rotate  the  handwheel  on  the  stem,  the  gate  travels 
up  or  down  the  stem  on  the  threads  while  the  stem 
remains  vertically  stationary.  This  type  of  valve 
almost  always  has  a  pointer  type  indicator 
threaded  onto  the  upper  end  of  the  stem  to 
indicate  the  gate's  position. 

The  rising  stem  gate  valve  (fig.  15-16)  has  the 
stem  attached  to  the  gate,  and  the  gate  and  the 
stem  rise  and  lower  together  as  the  valve  is 
operated.  With  this  basic  information  on  the 
principles  of  the  gate  valve,  you  are  ready  to  learn 
about  repair  procedures  and  manufacturing  of 
repair  parts. 

Defects  such  as  light  pitting  or  scoring  and 
imperfect  seat  contact  can  be  corrected  best  by 


-I4J3 


LIST   OF  PARTS 


PARTNOI  _       NAME  OF  WRT 
ill  HANDWHEEL 

14  "yANDWHEETWr 
BONNET  STUn i"_ 
BONNET  STUD^NUf 


BODY 

SEAT  RING 
GATE 
STEM 

BONNET^  GASKET 
BONNET 


STUFFlNGlOX 

PACKING 

GLAND 

GLAND  STUD 
GLAND  STUD  NUT 
HANDWHEEL 


^PLATE  SCREW 


STUFFING  BOX 


Figure  15-17.-Cross-sectiona.  views  of  gate  stop  valves  (nonrising  stem  type) 


3-S  3. 


a  lapping  t001  desiSned  for  the  type 
to  be  reconditioned.  NEVER  use  the  gate 

. 

The  lapping  process  is  the  same  for  gate  valves 
as  for  globe  valves,  but  you  turn  the  lap  by  a 
hancHe  extending  through  the  inlet  or  outlet  end 


the  ,  o.  *» 

the  handle  into  the  valve  so  that  you  cover  one 

01  the  seat  rings.  Then  attach 


*« 


lap  and  begin  the  lapping  work.  You  can  lap  the 
wedge  gate  to  a  true  surface,  using  the  same  lap 
that  you  used  on  the  seat  rings.  In  some  cases 
when  a  gate  is  worn  beyond  repair  and  a  shim 
behind  the  seat  will  not  give  a  proper  seat,  it  is 
possible  to  plate  the  gate  or  seat,  or  both,  as 
described  m  chapter  14.  (Note:  Shim  has  to  be 
applied  behind  both  seats  to  maintain  the  orooer 


damaged  gate  and  then  machine  it  to  its  original 
specifications  in  either  a  mill  or  lathe,  using  an 
angle  plate  or  fixture.  One  of  the  advantages  of 
plating  over  the  weld  repair  method  is  that  no  heat 
is  involved  in  the  selective  brush  plating  method. 
Building  up  metal  by  welding  always  heats  the 
surfaces  being  repaired  and  can  cause  loss  of 
temper  or  other  weaknesses  in  the  metal. 

Constant-Pressure  Governor 

Many  turbine  driven  pumps  are  fitted  with 
special  valves  called  constant-pressure  governors. 
A  constant-pressure  governor  maintains  a  con- 
stant pump  discharge  pressure  under  varying 
conditions  of  load.  The  governor,  which  is 
installed  in  the  steam  line  to  the  pump,  controls 
the  amount  of  steam  admitted  to  the  driving 
turbine,  thereby  controlling  the  pump  discharge 
pressure. 

Two  types  of  constant-pressure  pump  gover- 
nors are  used  by  the  Navy — the  Leslie  and  the 
Atlas.  The  two  types  of  governors  are  very  similar 
in  operating  principles.  Our  discussion  is  based 
on  the  Leslie  governor,  but  most  of  the  informa- 
tion applies  also  to  the  Atlas  governor. 

A  Leslie  constant-pressure  governor  for  a 
main  feed  pump  is  shown  in  figure  15-18.  The 
governors  used  on  fuel  oil  service  pumps,  lube  oil 
service  pumps,  fire  and  flushing  pumps,  and 
various  other  pumps  are  almost  identical.  The 
chief  difference  between  governors  used  for 
different  services  is  in  the  size  of  the  upper 
diaphragm.  A  governor  used  for  a  pump  that 
operates  with  a  high  discharge  pressure  has  a 
smaller  upper  diaphragm  than  one  used  for  a 
pump  that  operates  with  a  low  discharge  pressure. 

Two  opposing  forces  are  involved  in  the 
operation  of  a  constant-pressure  pump  governor. 
Fluid  from  the  pump  discharge,  at  discharge 
pressure,  is  led  through  an  actuating  line  to  the 
space  below  the  upper  diaphragm.  The  pump 
discharge  pressure  exerts  an  UPWARD  force  on 
the  upper  diaphragm.  Opposing  this,  an  adjusting 
spring  exerts  a  DOWNWARD  force  on  the  upper 
diaphragm. 

When  the  downward  force  of  the  adjusting 
spring  is  greater  than  the  upward  force  of  the 
pump  discharge  pressure,  the  spring  forces  both 
the  upper  diaphragm  and  the  upper  crosshead 
downward.  A  pair  of  connecting  rods  connects 
the  upper  crosshead  rigidly  to  the  lower  crosshead, 
so  the  entire  assembly  of  upper  and  lower 
crossheads  moves  together.  When  the  crosshead 
assembly  moves  downward,  it  pushes  the  lower 


mushroom  and  the  lower  diaphragm  downward. 
The  lower  diaphragm  is  in  contact  with  the 
controlling  valve.  When  the  lower  diaphragm  is 
moved  downward,  the  controlling  valve  is  forced 
down  and  open. 

The  controlling  valve  is  supplied  with  a  small 
amount  of  steam  through  a  port  from  the  inlet 
side  of  the  governor.  When  the  controlling  valve 
is  open,  steam  passes  to  the  top  of  the  operating 
piston.  The  steam  pressure  acts  on  the  top  of  the 
operating  piston,  forcing  the  piston  down  and 
opening  the  main  valve.  The  extent  to  which  the 
main  valve  is  opened  controls  the  amount  of  steam 
admitted  to  the  driving  turbine.  Increasing  the 
opening  of  the  main  valve  therefore  increases  the 
supply  of  steam  to  the  turbine  and  so  increases 
the  speed  of  the  turbine. 

The  increased  speed  of  the  turbine  is  reflected 
in  an  increased  discharge  pressure  from  the  pump. 
This  pressure  is  exerted  against  the  underside  of 
the  upper  diaphragm.  When  the  pump  discharge 
pressure  has  increased  to  the  point  that  the  up- 
ward force  acting  on  the  underside  of  the  upper 
diaphragm  is  greater  than  the  downward  force 
exerted  by  the  adjusting  spring,  the  upper 
diaphragm  is  moved  upward.  This  action  allows 
a  spring  to  start  closing  the  controlling  valve  which 
in  turn  allows  the  main  valve  spring  to  start  closing 
the  main  valve  against  the  now-reduced  pressure 
on  the  operating  piston.  When  the  main  valve 
starts  to  close,  the  steam  supply  to  the  turbine  is 
reduced,  the  speed  of  the  turbine  is  reduced,  and 
the  pump  discharge  pressure  is  reduced. 

At  first  glance,  it  might  seem  that  the  con- 
trolling valve  and  the  main  valve  would  be 
constantly  opening  and  closing  and  the  pump  dis- 
charge pressure  would  be  continually  varying  over 
a  wide  range.  This  does  not  happen,  however, 
because  the  governor  is  designed  to  prevent 
excessive  opening  or  closing  of  the  controlling 
valve.  An  intermediate  diaphragm  bears  against 
an  intermediate  mushroom  which  in  turn  bears 
against  the  top  of  the  lower  crosshead.  Steam  is 
led  from  the  governor  outlet  to  the  bottom  of  the 
lower  diaphragm  and  also  through  a  needle  valve 
to  the  top  of  the  intermediate  diaphragm.  A  steam 
chamber  provides  a  continuous  supply  of  steam 
at  the  required  pressure  to  the  top  of  the 
intermediate  diaphragm. 

Any  up  or  down  movement  of  the  crosshead 
assembly  is  therefore  opposed  by  the  force  of  the 
steam  pressure  acting  on  either  the  intermediate 
diaphragm  or  the  lower  diaphragm.  The  whole 
arrangement  serves  to  prevent  extreme  reactions 


15-20 


HANDWHEEL 


ADJUSTING  SCREW 

LOCK  NUT 
ADJUSTING  SPRING 

DIAPHRAGM  DISK 
(UPPER  MUSH  ROOM) 

UPPER  DIAPHRAGM 

ACTUATING  LINE  FROM 

DISCHARGE  SIDE 

OF  PUMP 

INTERMEDIATE  DIAPHRAGM 
CROSSHEAD  CONNECTING  ROD 

DIAPHRAGM  STEM  CAP 
(INTERMEDIATE  MUSHROOM) 


MAIN  VALVE  — iWyNVrSVte 


STEAM  CHAMBER 


CYLINDER  LINER 
OPE  RATING  PIS  TON 


NEEDLE  VALVE 


DIAPHRAGM  STEM 
(LOWER  MUSHROOM) 

DIAPHRAGM  STEM  GUIDE 


CONTROLLING  VALVE  BUSHING 
CONTROLLING  VALVE 
CONTROLLING  VALVE  SPRING 


STEAM  OUTLET 
(TO  TURBINE) 


MAIN  VALVE  SPRING 


INDICATOR  PLATE  •JL>      «i  . 

FTC.,  -j  Ji 

^Kra 

HANDWHEEL(FORnv/nA"' ^ifcW^ 


"^ 


Figure  15-18. — Constant-pressure  governor  for  main  feed  pump. 


of  the  controlling  valve  in  response  to  variations 
in  pump  discharge  pressure. 

Limiting  the  movement  of  the  controlling 
valve  in  the  manner  just  described  reduces  the 
amount  of  hunting  the  governor  must  do  to 
find  each  new  position.  Under  constant-load 
conditions,  the  controlling  valve  takes  a  position 
that  causes  the  main  valve  to  remain  open  by  the 
required  amount.  A  change  in  load  conditions 
causes  momentary  hunting  by  the  governor  until 
it  finds  the  new  position  required  to  maintain 
pump  discharge  pressure  at  the  new  load. 

A  pull-open  device,  consisting  of  a  valve  stem 
and  a  handwheel,  is  fitted  to  the  bottom  of  the 
governor.  Turning  the  handwheel  to  the  open 
position  draws  the  main  valve  open  and  allows 
full  steam  flow  to  the  turbine.  When  the  main 
valve  is  opened  by  use  of  the  handwheel,  the 
turbine  must  be  controlled  manually.  Under  all 
normal  operating  conditions,  the  bypass  remains 
closed  and  the  pump  discharge  pressure  is  raised 
or  lowered,  as  necessary,  by  increasing  or  decreas- 
ing the  tension  on  the  adjusting  spring. 

CONTROL  AND  MAIN  VALVE.— If  there 
is  leakage  in  the  generator  through  the  control 
valve  or  its  bushing,  steam  will  flow  to  the  top 
of  the  operating  piston,  opening  the  main  valve, 
and  holding  it  open,  even  though  there  is  no 
tension  on  the  adjusting  spring.  The  main  valve 
must  be  able  to  close  off  completely  or  else  the 


governor  cannot  operate  properly.  The  only 
remedy  is  to  disassemble  the  governor  and  stop 
the  steam  leakage.  In  most  instances,  you  must 
renew  the  control  valve.  If  the  leakage  is  through 
the  bottom  of  the  bushing  and  its  seat,  you  must 
lap  the  seat.  A  cast  iron  lap  is  best  for  this  type 
of  work. 

Rotate  the  lap  through  a  small  angle  of 
rotation,  lift  it  from  the  work  occasionally,  and 
move  to  a  new  position  as  the  work  progresses. 
This  will  ensure  that  the  lap  will  slowly  and 
gradually  rotate  around  the  entire  seat  circle.  Do 
not  bear  down  heavily  on  the  handle  of  the  lap. 
Replace  the  compound  often,  using  only  clean 
compound.  If  the  lap  should  develop  a  groove  or 
cut,  redress  the  lap.  Lapping  should  never  be 
continued  longer  than  necessary  to  remove  all 
damaged  areas. 

When  you  are  installing  the  control  valve  and 
its  bushing,  remember  that  the  joint  between  the 
bottom  of  the  bushing  and  its  seat  is  a  metal-to- 
metal  contact.  Install  the  bushing  tightly,  and 
when  it  is  all  the  way  down,  tap  the  wrench  lightly 
with  a  hammer,  to  ensure  a  steamtight  joint. 

When  the  controlling  valve  is  installed,  you 
must  check  the  clearance  between  the  top  of  the 
valve  stem  and  the  diaphragm.  It  is  absolutely 
mandatory  that  this  clearance  be  between  .001  and 
.002  inch  (fig.  15-19).  If  the  clearance  is  less  than 
.001  inch,  the  diaphragm  will  hold  the  control 
valve  open,  allowing  steam  to  flow  to  the  main 


Figure  15-19.— Critical  dimensions  of  the  Leslie  top  cap. 


valve  at  any  time  the  throttle  valve  is  open.  If  the 
clearance  is  more  than  .002  inch,  the  diaphragm 
will  not  fully  open  the  control  valve — which 
means  that  the  main  valve  cannot  open  fully,  and 
the  unit  cannot  be  brought  up  to  full  speed  and 
capacity. 

When  the  main  valve  seating  area  is  damaged, 
it  must  be  lapped  in  by  the  same  process. 
ALWAYS  lap  in  the  main  valve  with  the  piston 
in  the  cylinder  liner  to  ensure  perfect  centering. 

If  the  damage  to  the  seating  surfaces  is 
excessive,  you  must  install  new  parts.  Use  only 
parts  supplied  by  the  manufacturer,  if  they  are 
available. 

TOP  CAP.— If  the  top  flange  of  the  top  cap 

of  the  governor  becomes  damaged,  you  must  be 
extremely  careful  when  you  machine  it.  Consult 
the  manufacturer's  technical  manual  for  the 
correct  clearances.  (See  fig.  15-19.) 

All  seating  surfaces  must  be  square  with  the 
axis  of  the  control  valve  seat  threads  and  must 
have  the  smoothest  possible  finish.  Before  you 
start  the  reassembly,  be  sure  that  all  ports  in  the 
top  cap  and  the  diaphragm  chamber  are  free  of 
dirt  and  other  foreign  matter.  Check  to  ensure 
that  the  piston  rings  are  free  in  their  grooves.  The 
cylinder  liner  must  be  smooth  and  free  of  grooves, 
pits,  and  rust. 

When  installing  the  cylinder  liner,  make 
certain  that  the  top  of  the  liner  does  not  extend 
above  the  top  of  the  valve  body.  The  piston  must 
work  freely  in  the  liner;  if  there  is  binding,  the 
governor  will  not  operate  satisfactorily.  Renew 
the  controlling  valve  spring  and  the  main  valve 
spring  if  they  are  weak,  broken  or  corroded,  or 
if  they  have  taken  a  permanent  set.  If  necessary, 
renew  all  diaphragms;  if  you  use  the  old 
diaphragms,  install  them  in  their  original  position; 
do  not  reverse  them. 

Follow  the  instructions  in  the  manufacturer's 
technical  manual  in  reassembling  the  governor. 
All  clearances  must  be  as  designed  if  the 
governor  is  to  operate  satisfactorily.  Check  each 
moving  part  carefully  to  ensure  freedom  of 
movement. 

When  the  governor  is  reassembled,  test  it  as 
soon  as  possible  so  that  you  can  make  corrections, 
if  necessary. 

Double  Seated  Valves 

Depending  on  the  extent  of  damage  to  the  disk 
of  a  double  seated  valve,  you  can  lap  or  weld- 
repair  it  and  remachine  it  to  fit  the  body.  The 


normal  seat  angles  remain  the  same  as  for  globe 
valves  and  the  spotting-in  procedure  will  be  the 
same.  Most  valve  disks  can  be  held  on  a  spud  or 
mounted  on  a  mandrel  and  can  be  cut  in  the  same 
way  as  a  globe  valve.  In  this  case  as  in  the  others, 
it  is  best  to  consult  local  quality  assurance 
directives  and  local  procedures  in  the  repair  of  this 
type  of  valve.  Also,  in  most  cases  the  blueprints 
will  show  "ND"  (no  deviations)  and  must  be 
closely  adhered  to,  as  far  as  type  of  weld  and 
quality.  In  all  cases  shop  LPO's  should  be  able 
to  provide  the  necessary  information. 

Duplex  Strainer  Plug  Valves 

The  cost  common  cause  for  repair  to  duplex 
strainers  is  scored  or  chipped  O-ring  grooves  or 
scored  or  scratched  liners.  In  some  cases  it  may 
be  necessary  to  perform  a  weld  repair  and  then 
machine  back  to  blueprint  specifications  on  the 
plug  cock.  In  the  case  of  repair  to  the  strainer 
body,  you  will  usually  hone  it  and  in  some  cases 
you  will  use  an  oversized  O-ring.  Consult  local 
type  commander  and  quality  assurance  procedures 
to  find  out  which  method  is  best  suited  for  your 
situation.  Check  with  the  shop's  leading  petty 
officer  before  you  undertake  any  repair 
procedures. 

Pressure  Seal  Bonnet  Globe  Valves 

In  many  cases  you  may  be  required  to  repair 
pressure  seal  bonnet  globe  valves.  This  type  of 
valve  (fig.  15-20)  is  usually  the  welded  bonnet 


HAMMER-BLOW    WHEEL 
ON    3    AND    4-INCH    SIZES 


YOKE    BRUSHING 


GLAND    FLANGE 


BONNET    LOCKING 

RING 
AND    BONNET 

SEAL    RING 

DISC  AND  DISC 
STEM  RING 


Figure  15-20.— 1500-pound  pressure  seal  bonnet  globe  valve. 


type,  and  you  will  be  involved  in  machining 
the  bonnet  seal  area  to  specifications  provided 
by  either  the  applicable  blueprint  or  the  Hull 
Technician  doing  the  welding.  This  basic  type 
valve  is  used  in  steam  systems;  it  is  also  commonly 
found  in  the  nuclear  systems  in  submarines  and 
submarine  tenders.  This  type  of  valve  is  also 
referred  to  as  canopy  seal  valve.  In  some  instances 
you  may  be  required  to  work  closely  with  the 
radiological  control  division  since  these  valves  are 
used  in  nuclear  systems  that  must  be  closely 
monitored  for  radiation  levels  and  possible 
contamination  of  equipment  and  tools  used 
during  the  repair  procedure.  Inn  most  tenders  the 
R-5  division  has  facilities  to  work  on  valves  that 
require  special  handling.  In  these  instances  you 
would  be  required  to  provide  the  technical  ability, 
and  R-5  division  personnel  would  do  the 
monitoring. 

Assembling  High-Pressure  Steam  Valves 

The  bonnet  joint  of  a  high-pressure  steam 
valve  is  always  made  with  a  metallic  or  a  flexible 


gasket  and  high-temperature-use  alloy  stud  bolts 
and  nuts.  When  you  assemble  such  a  valve,  be 
sure  that  you  use  the  correct  kind  of  gasket  and 
stud  bolts.  If  you  are  the  least  bit  doubtful  of  what 
you  should  use  in  a  particular  valve,  ask  your 
leading  petty  officer. 

There  are  two  ways  to  identify  a  high- 
temperature-use  alloy  stud  bolt:  (1)  the  thread 
runs  the  entire  length  of  the  body  and  one  end 
of  the  bolt  has  a  small  center  hole  recess  and  (2) 
the  bolt  will  have  either  an  "H"  or  "A"  stamped 
on  the  crown.  If  you  do  not  see  such  an  identifica- 
tion on  a  stud,  do  not  use  it  on  a  high-pressure 
valve. 

When  assembling  a  valve,  use  antiseize 
compound  on  the  stud  bolt  threads,  and  always 
be  sure  to  back  the  disk  away  from  the  seat  before 
tightening  any  of  the  bonnet  nuts.  In  setting  up 
on  bonnet  flange  nuts,  alternate  approximately 
180°  and  90°  from  the  starting  point  until  you 
have  all  of  them  set  up  evenly  and  fairly  tight. 
For  final  all-round  setup  on  the  nuts,  use  a  torque 
wrench  to  measure  for  correct  tightening  tension 


Figure  15-21. — Applying  a  hydrostatic  test  to  a  high-pressure  steam  valve. 


28.263 


or  a  micrometer  to  measure  elongation  of  the 
studs  to  compute  the  tension.  Your  leading  petty 
officer  can  give  you  practical  instruction  on 
correct  tension  for  different  sizes  of  stud  bolts. 

Testing  Valves 

After  a  valve  has  been  overhauled  in  the  shop, 
it  is  standard  practice  to  test  it  under  hydrostatic 
pressure  to  prove  the  tightness  of  the  seat  and  the 
bonnet  joint.  Figure  15-21  shows  a  Machinery 
Repairman  in  the  process  of  applying  a  hydro- 
static test  to  a  high-pressure  steam  valve.  In  this 
particular  setup,  the  valve  is  held  on  a  thick  rubber 
gasket  by  U-clamps  and  water  delivered  under 
pressure  from  a  hydraulic  test  pump  will  be  led 
into  the  bottom  of  the  valve  from  a  connection 
underneath  the  test  stand. 

After  you  finish  applying  a  test  pressure  to  the 
lower  part  of  the  valve,  turn  the  valve  over,  with 
the  other  flange  down,  and  test  the  bonnet  joint. 


When  you  test  valves  hydrostatically,  be  sure 
to  use  the  specified  test  pressure.  Too  low  a 
pressure  will  not  prove  the  tightness  of  the  valve 
and  too  high  a  pressure  may  cause  damage  to  the 
valve. 


REPAIRING  PUMPS 

A  description  of  the  common  types  and  uses 
of  pumps  onboard  ship  is  provided  in  Fireman, 
NAVEDTRA  10520  (series).  The  following 
discussion  is  limited  to  repair  of  centrifugal  pumps 
because  these  pumps  are  the  ones  that  a 
Machinery  Repairman  will  usually  be  required  to 
repair. 

Figure  15-22  is  a  sketch  of  the  internal  parts 
of  a  centrifugal  pump.  Look  at  the  arrangement 
of  the  impeller,  casing  wearing  rings,  impeller 
wearing  rings,  shaft,  and  shaft  sleeves  in 
particular. 


THRUST  BEARING 
CARBON  PACKING 


38.109 


Figure  15-22.— Two-stage  main  feed  pump. 


In  a  centrifugal  pump,  the  portion  of  the  shaft 
in  the  way  of  the  packing  gland  and  the  casing- 
impeller  sealing  areas  are  subject  to  wear  during 
operation.  They  must  be  renewed  from  time  to 
time  to  maintain  the  efficiency  of  the  pump. 

To  prevent  having  to  renew  the  entire  shaft 
solely  because  of  wear  in  the  packing  gland  area, 
shafts  in  centrifugal  pumps  are  often  provided 
with  tightly  fitting  renewable  sleeves.  To  offset 
the  need  for  renewing  or  making  extensive  repairs 
to  the  casing  and  impeller,  these  two  parts  also 
have  renewable  wearing  surfaces,  called  the  casing 
wearing  rings  and  impeller  wearing  rings.  You  can 
see  the  arrangement  clearly  in  figure  15-23. 

When  it  is  necessary  to  renew  these  parts,  the 
rotor  assembly,  consisting  of  the  pump  shaft,  the 
impeller  and  its  wearing  ring,  and  the  casing  rings, 
is  usually  brought  into  the  shop.  The  method  of 
replacing  these  parts  is  described  in  the  follow- 
ing paragraphs. 

The  repair  parts  generally  are  available  from 
the  ship's  allowance,  but  often  you  may  need  to 
turn  them  out  in  the  shop.  Before  you  proceed 
with  these  repairs,  consult  the  manufacturer's 
technical  manual  and  the  applicable  blueprints  to 


get  the  correct  information  on  vital  clearances  and 
other  data. 

In  some  pumps,  the  shaft  sleeve  is  pressed  onto 
the  shaft  with  a  hydraulic  press,  and  you  must 
machine  off  the  old  sleeve  in  a  lathe  before  you 
can  install  a  new  one.  On  centrifugal  pumps,  the 
shaft  sleeve  is  a  snug  slip-on  fit,  butted  up  against 
a  shoulder  on  the  shaft  and  held  securely  in  place 
with  a  nut.  The  centrifugal  pump  sleeve-shaft- 
shoulder  joint  is  usually  made  up  with  a  hard  fiber 
wash  to  prevent  liquid  from  leaking  through  the 
joint  and  out  of  the  pump  between  sleeve  and  the 
shaft. 

The  impeller  wearing  ring  is  usually  lightly 
press  fitted  to  the  hub  of  the  impeller  and  keyed 
in  with  headless  screws  (also  referred  to  as  "Dutch 
keyed").  To  remove  the  worn  ring,  withdraw  the 
headless  screws  or  drill  them  out  and  then  machine 
the  ring  off  in  a  lathe. 

The  amount  of  diametrical  running  clearance 
between  the  casing  rings  and  the  impeller  rings 
affects  the  efficiency  of  a  centrifugal  pump.  Too 
much  clearance  will  let  an  excessive  amount  of 
liquid  leak  back  from  the  discharge  side  to  the 
suction  side  of  the  pump.  Insufficient  clearance 
will  cause  the  pump  to  "freeze."  Before  you 
install  a  new  wearing  ring  on  the  impeller,  measure 


STUFFING  BOX 

(INTEGRAL 
WITH  CASING) 


RADIAL 
CLEARANCE 


STUFFING 

BOX          PACKING 
GLANO  LANTERN 

RING 


THROAT 
BUSHING 


IMPELLER 


SHAFT 
SLEEVE 


IMPELLER 

WEARING 

RING 

CASING   WEARING 
•RING 


the  outside  diameter  of  the  impeller  wearing  ring, 
and  the  inside  diameter  of  the  casing  ring.  (See 
fig.  15-24.)  If  the  measurements  do  not  agree  with 
the  fit  and  clearance  data  you  have  on  hand,  ask 
your  leading  petty  officer  for  instructions  before 
you  proceed  any  further.  Sometimes  it  is  necessary 
to  take  a  light  cut  on  the  inside  diameter  of  the 
impeller  ring  to  get  its  correct  press  fit  on  the 
impeller  hub.  The  difference  between  the  outside 
diameter  of  the  impeller  wearing  ring  and  the 
inside  diameter  of  the  casing  wearing  ring  is  the 
diametrical  running  clearance  between  the  rings. 
If  this  clearance  is  too  small,  correct  it  by  taking 
a  cut  on  either  the  outside  diameter  of  the  impeller 
ring  or  the  inside  diameter  of  the  casing  ring. 
Another  thing  to  check  is  the  concentricity  of  the 
two  rings;  if  they  do  not  run  true,  you  must 
machine  their  mating  surfaces  so  that  they  do  run 
true,  bearing  in  mind,  of  course,  to  keep  the 
specified  diametrical  clearance. 

When  a  pump  like  the  one  shown  in  figure 
15-22  needs  repairs,  usually  only  the  shaft 
assembly  and  casing  wearing  rings  are  brought  to 
the  shop.  To  renew  the  wearing  rings  and  re- 
surface the  packing  sleeves  of  the  pump  shown 
in  figure  15-22,  take  the  following  steps: 

1.  Clamp   the   casing  wearing   ring   on   a 
faceplate  and  align  the  circumference  of  the  ring 
concentrically  with  the  axis  of  the  lathe  spindle. 
(The  casing  rings  may  be  chucked  in  a  4-jaw  chuck 
but  there  is  danger  of  distorting  the  ring  if  this 
is  done.) 

2.  Take  a  light  cut  on  the  inside  diameter  of 
the  casing  ring  to  clean  up  the  surface.  Do  this 
to  all  casing  rings. 

3.  Mount  the  shaft  assembly  between  centers 
or  in  a  chuck  and  align  its  axis  with  the  lathe  axis. 


IMPELLER    WEARING 
RING 


IMPELLER 
WITH    IMPELLER 
WEARING    RING 


CASING    WEARING- 
RING 


Figure  15-24.— Impeller,  impeller  wearing  ring,  and  casing 
wearing  ring  for  a  centrifugal  pump. 


4.  Machine  away  the  impeller  wearing  rings. 
Be  careful  not  to  cut  into  the  impeller. 

5.  Take  a  light  cut  on  the  packing  sleeves  to 
clean  up  their  surfaces. 

6.  Remove  the  shaft  assembly  from  the  lathe. 

7.  Make  the  impeller  rings.  The  size  of  the 
inside  diameter  of  the  impeller  rings  should 
provide  a  press  fit  on  the  impeller;  the  outside 
diameter  should  be  slightly  larger  than  the  inside 
diameter  of  the  casing  rings. 

8.  Press  the  impeller  rings  on  the  impeller  and 
lock  them  in  place  with  headless  screws,  if  so 
stated  on  blueprint. 

9.  Mount  the  shaft  assembly  back  in  the  lathe 
and  machine  the  diameter  of  the  impeller  rings 
to  provide  the  proper  clearance  between  impeller 
rings  and  casing  rings.  Blueprints  and  technical 
manuals   list  the  desired  clearance  as  either 
diametrical    clearance   or   radial    clearance. 
Diametrical  clearance  is  the  total  amount  of 
clearance  required.  Radial  clearance  is  one-half 
of  the  clearance  required  and  must  be  doubled  to 
get  diametrical  clearance. 


MACHINE  SHOP  MAINTENANCE 

The  ship  in  which  you  serve  and  the  shop  in 
which  you  work  were  designed  to  accomplish  a 
particular  mission  or  job.  As  an  MRS  or  MR2, 
you  will  be  expected  to  assist  in  the  proper 
maintenance  and  preservation  of  the  machines 
and  spaces  you  use.  Generally,  you  can  give  a 
workshop  one  good  look  and  tell  whether  it  is 
efficient  and  well  run.  The  Ship's  Maintenance 
and  Material  Management  (3-M)  System  has  been 
implemented  by  the  Navy  as  an  answer  to  the  ever 
present  problem  of  maintaining  a  high  degree  of 
operational  readiness.  A  thorough  study  of 
Military  Requirements  for  Petty  Officers  3  &2, 
NAVPERS  10056  (series),  will  give  you  all  the 
information  you  need  on  the  3-M  System. 

Although  the  3-M  System  is  designed  to 
improve  the  degree  of  readiness,  its  effectiveness 
and  reliability  depend  on  you,  the  individual.  The 
accuracy  with  which  you  perform  your  work, 
along  with  neat  and  complete  recording  of 
required  data  on  the  prescribed  forms  is  one  of 
the  keys  to  the  degree  of  readiness  of  your  ship. 
Remember  PREVENTIVE  MAINTENANCE 
(scheduled  checks)  will  lead  to  less  CORRECTIVE 
MAINTENANCE  (repair  of  equipment).  Control 
over  rust  and  corrosion  will  be  a  major  problem. 
Equipment  used  often  is  not  likely  to  "freeze  up," 
but  machinery  which  is  seldom  used  may  fail  to 


operate  at  a  crucial  moment.  It  is  a  good  policy 
to  check  and  operate  all  shop  machinery 
immediately  after  the  weekly  lubrication. 

There  will  be  rust  film  trouble  in  all  climates, 
but  it  will  occur  more  frequently  in  the  tropics 
because  of  humidity  (moisture).  A  rust  prevention 
program  should  be  a  part  of  your  daily  cleanup 
routine.  Keep  all  bare  metal  surfaces  clean  and 
bright,  and  apply  a  light  coat  of  machine  oil  to 
protect  them.  Use  an  approved  rust  preventive 
compound  to  help  keep  decks,  bare  metal 
surfaces,  and  machinery  parts  from  rusting. 

It  is  sometimes  said  that  a  machine  tool 
operator  can  be  judged  by  the  condition  of  his 
or  her  tools,  machines,  and  spaces.  Good 
maintenance  practices  will  save  you  many  hours 
of  extra  work.  Some  good  precautions  for  the 
maintenance  of  machinery  are  listed  below: 

•  Before  you  apply  power  to  a  machine,  see 
that  the  machine  is  ready  for  starting.  For 
example,  move  the  carriage  of  a  lathe  by  the  hand 
feed  to  ensure  that  all  locking  devices  have  been 
released. 

•  Do  not  lay  work  or  handtools  on  the  ways 
of  a  machine. 

•  Avoid  scoring  the  platen  of  a  planer,  drill- 
ing holes  in  the  table  of  a  drill  press,  or  gouging 
the  vise  or  footstock  of  a  milling  machine. 

©  Do  not  use  the  table  of  any  machine  for 
a  workbench. 

©  When  you  use  a  toolpost  grinder  on  a 
lathe,  cover  the  ways  and  other  finished  surfaces 
to  protect  them  against  grit. 

•  See  that  pneumatic  power-driven  hand- 
tools  are  lubricated  after  each  8  hours  of  opera- 
tion or  more  often  if  necessary. 

•  Before  you  take  an  electric  power-driven 
handtool  from  the  toolroom,  examine  it  carefully 


for  mechanical  and  electrical  defects  and  ensure 
that  the  electrical  safety  tag  is  current. 

•  When  you  secure  for  sea,  take  all  pre- 
cautions to  ensure  that  machinery  or  components 
will  not  sway  or  shift  with  the  motion  of  the  ship. 
The  precautions  should  include  the  following: 

a.  In  securing  top-heavy  equipment  such 
as  a  radial  drill  press  arm,  lower  it  to 
rest  on  the  table  or  base  of  the  machine 
and  then  make  sure  that  it  is  locked  and 
blocked  securely. 

b.  Secure  chain  falls,  trolleys,  overhead 
cranes,  and  other  suspended  equip- 
ment, such  as  counterweights  on  boring 
mills  and  drill  presses. 

c.  Secure  tailstocks  of  lathes. 

d.  Secure  spindles  of  horizontal  boring 
mills. 

e.  Protect  and  secure  tools  stowed  in 
cabinets  or  drawers.  Secure  drawers 
and  cabinet  doors. 


REMOVING  BROKEN 
BOLTS  AND  STUDS 

When  you  must  remove  a  broken  bolt  or  stud, 
flood  the  part  being  worked  on  with  plenty  of 
penetrating  oil  or  oil  of  wintergreen.  Time 
permitting,  soak  the  area  for  several  hours  or 
overnight.  A  week's  soaking  may  loosen  a  bolt 
which  would  otherwise  have  to  be  drilled  out. 

If  enough  of  the  broken  piece  protrudes,  take 
hold  of  it  with  locking  pliers,  as  shown  in 


Figure  15-25. — Removing  a  broken  stud  with  locking  pliers.  Figure  15-26. — Removing  a  broken  bolt  with  a  prick  punch. 


Table  15-1.— Chart  for  Screw  and  Bolt  Extractors 


Extractor 

Used  For— 

Size  No. 

Overall  Length, 
Inches 

Nominal  Screw 
And  Bolt  Size, 
Inches 

Nominal  Pipe 
Size,  Inches 

Use  Drill  Size 
Dia.,  Inches 

1 

2 

3/16-    1/4 

5/64 

2 

23/8 

1/4  -    5/16 

7/64 

3 

2  11/16 

5/16-    7/16 

5/32 

4 

3 

7/16-    9/16 

1/4 

5 

3  3/8 

9/16-    3/4 

1/4 

17/64 

6 

3  3/4 

3/4  -1 

3/8 

13/32 

7 

41/8 

1          -1  3/8 

1/2 

17/32 

8 

43/8 

1  3/8  -1  3/4 

3/4 

13/16 

9 

45/8 

1  3/4  -2  1/8 

1 

1  1/16 

10 

5 

2  1/8  -2  1/2 

1  1/4 

1  5/16 

11 

55/8 

2  1/2  -3 

1  1/2 

1  9/16 

12 

6  1/4 

3          -3  1/2 

2 

1  15/16 

Figure  15-27. — Screw  and  bolt  extractors  for  removing 
broken  studs. 


figure  15-25,  and  carefully  try  to  ease  it  out.  If  you 
cannot  turn  the  bolt,  further  soaking  with 
penetrating  oil  may  help.  Or  try  removing  the 
pliers  and  jarring  the  bolt  with  light  hammer 
blows  on  the  top  and  around  the  sides.  This  may 
loosen  the  threads  so  that  you  can  remove  the  bolt 
with  the  pliers. 

If  a  bolt  has  been  broken  off  flush  with  the 
surface  as  shown  in  figure  15-26,  it  is  sometimes 
possible  to  back  it  out  with  light  blows  of  a  prick 
punch  or  center  punch.  However,  if  the  bolt  was 
broken  due  to  rusting,  this  method  will  not 
remove  it.  If  you  cannot  remove  it  by  carefully 
punching  first  on  one  side  and  then  the  other,  use 
a  screw  and  bolt  extractor.  (See  fig.  15-27B.) 

When  using  this  extractor,  file  the  broken 
portion  of  the  bolt  to  provide  a  smooth  surface 


B 


Figure  15-28.— Removing  a  stud  broken  off  below  the 
surface. 


at  the  center  for  a  punch  mark,  if  possible.  Then 
carefully  center  punch  the  exact  center  of  the  bolt. 
(See  fig.  15-27A.) 

Refer  to  table  15-1  to  select  the  proper  drill 
to  use  according  to  the  size  of  the  broken  bolt  that 
you  are  trying  to  remove.  If  possible,  drill  through 
the  entire  length  of  the  broken  bolt.  Then  carefully 
work  some  penetrating  oil  through  the  hole  so  that 
it  fills  the  cavity  beneath  the  bolt  and  has  a  chance 
to  work  its  way  upward  from  the  bottom  of  the 
bolt.  The  more  time  you  let  the  penetrating  oil 
work  from  both  ends  of  the  broken  bolt,  the  better 
are  your  chances  of  removing  it. 

In  drilling  a  hole  in  a  stud  that  has  broken  off 
below  the  surface  of  the  piece  which  it  was  holding 
(fig.  15-28A),  use  a  drill  guide  to  center  the  drill. 


15-29 


This  method  may  be  preferred  rather  than  a  center 
punch  mark. 

After  you  have  drilled  the  hole  and  added 
penetrating  oil  and  let  it  soak,  put  the  spiral  end 
of  the  screw  and  bolt  extractor  into  the  hole.  Set 
it  firmly  with  a  few  light  hammer  blows  and  secure 
the  tap  wrench  as  shown  in  figure  15-28B. 
Carefully  try  to  back  the  broken  bolt  out  of  the 
hole.  Turn  the  extractor  counterclockwise.  (This 
type  of  extractor  is  designed  for  right-hand 
threads  only.) 

Sometimes  you  can  use  a  screw  and  bolt 
extractor  to  remove  an  Allen  head  capscrew  when 
the  socket  has  been  stripped  by  the  Allen  wrench. 
(See  fig.  15-29.)  Carefully  grind  off  the  end  of 
the  extractor  so  that  it  will  not  bottom  before  the 


Figure  15-29.— Removing  an  Allen  head  capscrew  with  a  boll 
extractor. 


spiral  has  had  a  chance  to  take  hold.  Figure  15-29 
shows  this  end  clearance.  In  doing  this  grinding 
operation,  be  very  careful  to  keep  the  temperature 
of  the  extractor  low  enough  so  that  you  can  handle 
the  tip  with  your  bare  hands.  If  the  hardness  is 
drawn  from  the  tip  of  the  extractor  by  overheating 
during  the  grinding,  the  extractor  will  not  take 
hold. 

REMOVING  A  BROKEN  BOLT 
AND  RETAPPING  THE  HOLE 

To  remove  a  broken  bolt  and  retap  the  hole, 
file  the  bolt  smooth,  if  necessary,  and  centerpunch 
it  for  drilling.  Then  select  a  twist  drill  which  is 
a  little  less  than  the  tap-drill  size  for  the  particular 
bolt  that  has  been  broken.  As  shown  in  figure 
15-30,  this  drill  will  just  about  but  not  quite  touch 
the  crests  of  the  threads  in  the  threaded  hole  or 
the  roots  of  the  threads  on  the  threaded  bolt. 
Carefully  start  drilling  at  the  center  punch  mark, 
crowding  the  drill  one  way  or  the  other  as 
necessary  so  that  the  hole  will  be  drilled  in  the 
exact  center  of  the  bolt. 

The  drill  in  figure  15-30  has  almost  drilled 
the  remaining  part  of  the  bolt  away  and  will 


A 


B 


Figure  15-31.— Removing  a  broken  bolt  and  retapping  the 
hole  to  a  larger  size. 


Figure  15-30.— Removing  a  broken  bolt  and  retapoine  the 


eventually  break  through  the  bottom  of  the  bolt. 
When  this  happens,  all  that  will  remain  of  the  bolt 
will  be  a  threaded  shell.  With  a  prick  punch  or 
other  suitable  tool,  chip  out  and  remove  the  first 
two  or  three  threads,  if  possible,  at  the  top  of  the 
shell.  Then  carefully  start  a  tapered  tap  into  these 
clean  threads  and  continue  tapping  until  you  have 
cut  away  the  shell  and  restored  the  original 
threads. 

In  cases  where  the  identical  size  of  capscrew 
or  bolt  is  not  necessary  as  a  replacement,  center 
punch  and  drill  out  the  old  bolt  with  a  drill  larger 
than  the  broken  bolt,  as  shown  in  figure  15-31  A. 
Tap  the  hole  first,  and  then  finish  it  with  a 
bottoming  tap  as  shown  in  figure  15-31.  Replace 
the  original  capscrew  or  stud  with  a  larger  size. 

REMOVING  A  BROKEN 
TAP  FROM  A  HOLE 

To  remove  a  broken  tap  from  a  hole, 
generously  apply  penetrating  oil  to  the  tap,  work- 
ing it  down  through  the  four  flutes  into  the  hole. 
Then,  if  possible,  grasp  the  tap  across  the  flats 
with  locking  pliers.  This  operation  is  shown  in 
figure  15-32.  Carefully  ease  the  tap  out  of  the 
hole,  adding  penetrating  oil  as  necessary. 

If  the  tap  has  broken  off  at  the  surface  of  the 
work  or  slightly  below  the  surface  of  the  work, 
the  tap  extractor  shown  in  figure  15-33  may 
remove  it.  Again,  apply  a  liberal  amount  of 
penetrating  oil  to  the  broken  tap.  Place  the  tap 
extractor  over  the  broken  tap  and  lower  the  upper 
collar  to  insert  the  four  sliding  prongs  down  into 
the  four  flutes  of  the  tap.  Then  slide  the  bottom 
collar  down  to  the  surface  of  the  work  so  that  it 
will  hold  the  prongs  tightly  against  the  body  of 
the  extractor.  Tighten  the  tap  wrench  on  the 
square  shank  of  the  extractor  and  carefully  work 
the  extractor  back  and  forth  to  loose  the  tap.  You 
may  need  to  remove  the  extractor  and  strike  a  few 
sharp  blows  with  a  small  hammer  and  pin  punch 


to  jar  the  tap  loose.  Then  reinsert  the  tap  remover 
and  carefully  try  to  back  the  tap  out  of  the  hole. 

Each  size  of  tap  will  require  its  own  size  of 
tap  extractor.  Tap  extractors  come  in  the  follow- 
ing sizes:  1/4,  5/16,  3/8,  7/16,  1/2,  9/16,  5/8, 
3/4,  7/8  and  1  inch. 

When  a  tap  extractor  will  not  remove  a  broken 
tap,  you  may  be  able  to  do  so  by  the  following 
method:  Place  a  hex  nut  over  the  tap  (fig.  15-34), 
and  weld  the  nut  to  the  tap.  Be  sure  to  choose 
a  nut  with  a  hole  somewhat  smaller  than  the  tap 
diameter  to  reduce  the  possibility  of  welding  the 
nut  and  the  tap  to  the  job  itself.  Allow  the  weld 
to  cool  before  trying  to  remove  the  tap.  When  the 
nut,  tap,  and  job  have  come  to  room  temperature, 
it  is  often  helpful  to  quickly  heat 
the  immediate  area  around  the  hole  with  an 
oxyacetylene  torch.  This  quick  heating  expands 
the  adjacent  metal  of  the  work,  allowing  you  to 
remove  the  tap  more  easily.  If  the  heating  is  too 
slow,  the  tap  will  expand  with  the  adjacent  metal 
of  the  work  and  there  will  be  no  loosening  effect. 


MAKING  PISTON  RINGS 

To  make  a  cast  iron  piston  ring,  select  a  billet 
of  sufficient  size  to  permit  you  to  remove  surface 
defects.  For  example,  in  making  a  ring  that  has 
a  10-inch  outside  diameter  and  a  9-inch  inside 
diameter,  use  a  billet  with  an  outside  diameter  of 
11  inches  and  an  inside  diameter  of  8  inches.  A 
billet  this  size  has  a  wall  thickness  of  1  1/2  inches 
and  will  allow  you  to  remove  1/2  inch  of  metal 
from  the  inside  surface  and  1/2  inch  of  metal  from 
the  outside  surface.  To  make  the  ring,  proceed 
as  follows: 

1.  Mount  the  billet  in  a  chuck  on  the  lathe. 

2.  Face  the  end. 


BROKEN 
.TAP 


SLIDING  100CD 

PRONG  UPPER 

COLLAR 


SQUARE 
SHAN" 


PLUG  WELD 
AREA 


HEX  NUT 


Figure  15-33.— Removing  a  broken  tap  with  a  tap  extractor.          Figure  15-34.— Using  a  plug  weld  to  remove  a  broken  tap. 


3.  Rough  bore  and  then  finish  bore  to  the  in- 
side diameter  of  the  ring.   Bore  a  sufficient 
distance  into  the  billet  to  make  the  desired  width 
of  the  ring  or  rings. 

4.  Rough  turn  the  outside  of  the  billet  to  a 
diameter  that  is  0.010  inch  larger  per  inch  than 
the  bore  of  the  cylinder  into  which  the  ring  is  to 
be  fitted.  For  example,  for  a  10-inch  cylinder  bore, 
the  rough  turn  diameter  would  be  10.100  inches. 

5.  Cut  off  the  ring  to  the  required  width  with 
a  parting  tool. 

6.  Split  the  ring  with  a  45  °  cut,  using  a 
hacksaw.  Place  a  piece  of  chart  paper  in  the 
cut  and  then  wrap  a  piece  of  wire  around  the 
circumference  of  the  ring  and  draw  it  up  until  the 
ends  butt  up  snugly. 

7.  Mount  the  ring  on  a  faceplate  to  finish  turn 
it  to  the  exact  cylinder  bore  size.  Place  faceplate 
clamps  on  the  inside  of  the  ring  to  prevent 
interfering  with  the  operation.  Place  a  piece  of 
paper  between  the  ring  and  the  surface  of  the 
faceplate  to  keep  the  ring  from  slipping  and  also 
to  keep  the  tool  from  cutting  into  the  faceplate 
when  you  turn.  When  you  have  centered  the  ring 
on  the  faceplate  and  taken  up  the  clamps  securely, 
remove  the  binding  wire,  and  proceed  with  the 
finish  turning  operation. 


SPRING  WINDING 

The  methods  and  tools  used  for  winding  or 
coiling  springs  vary  greatly  in  form  and  in 
regard  to  productive  capacity.  The  method  used 
ordinarily  depends  upon  the  number  of  springs 
required  and  to  some  extent  upon  their  form. 
When  a  comparatively  small  number  of  springs 
are  needed  in  connection  with  repair  work,  and 
so  forth,  it  is  common  practice  to  wind  them  in 
a  lathe;  whereas  when  springs  are  manufactured 
in  large  quantities,  special  machines  are  used. 

Springs  are  often  made  with  an  "initial 
tension",  which  causes  the  coils  to  be  drawn 
tightly  together.  This  tension  is  maintained  by 
twisting  the  wire  as  the  spring  is  wound.  A 
common  example  of  such  a  spring  is  the  ordinary 
screen  door  spring.  When  in  a  static  condition 
(before  being  installed  on  a  door),  these  springs 
will  not  begin  to  stretch  as  soon  as  the  load  is 
applied.  The  load  must  first  overcome  the  initial 
tension  already  in  the  spring. 

TABLES  FOR  SPRING  WINDING 

When  springs  are  to  be  wound  on  a  lathe 
instead  of  a  spring-coiling  machine,  the  lathe  is 


geared  in  the  same  manner  as  for  screw  cutting. 
Table  15-2  indicates  which  gearing  should  be  used. 
The  figures  in  the  body  of  the  table  give  the 
number  of  threads  per  inch  for  which  the  lathe 
should  be  geared  to  wind  coil  springs  of  a  given 
wire  gauge.  The  figures  in  the  column  headed 
"A"  are  for  closewound  tension  springs,  while 
the  figures  in  the  columns  headed  "B"  are  for 
compression  springs.  Assume,  for  example,  that 
you  must  wind  a  compression  spring  of  No.  10 
Brown  and  Sharpe  gauge  wire.  From  the  table, 
you  will  note  that  this  spring  should  have  four 
and  one-half  coils  per  inch.  Gear  the  lathe  as  you 
would  to  cut  four  and  one-half  threads  per  inch. 

Table  15-3  gives  data  for  winding  piano  wire 
tension  springs.  Assume  that  you  must  wind  three 
different  springs;  the  first  to  be  wound  from 
0.035-inch  wire  to  fit  in  an  11/16-inch  hole,  the 
second  to  be  wound  from  0.040-inch  wire  to  fit 
a  3/8-inch  hole,  and  the  third  to  be  would  from 
0.060-inch  wire  to  be  a  sliding  fit  on  a  1/2-inch 
diameter  shaft.  The  table  shows  the  proper  sizes 
of  mandrels  for  winding  to  be  as  follows:  for  the 
first  spring  0.562  inch;  for  the  second  spring, 
0.250  inch;  and  for  the  third  spring,  0.437  inch. 
In  the  latter  case,  0.011  inch  is  allowed  for  play 
between  the  spring  and  the  shaft.  The  wire  sizes 
given  in  the  table  conform  to  the  English  music 
wire  gauge. 

In  all  cases  when  the  mandrel  diameter  is 
larger  than  3/8  inch,  the  mandrel  is  mounted  in 
a  lathe  chuck.  Mandrels  less  than  3/8  inch  in 
diameter  are  mounted  in  a  drill  chuck.  In  fasten- 
ing the  wire  in  a  lathe  chuck,  one  jaw  is  usually 
loosened.  When  the  mandrel  is  driven  by  a  drill 
chuck,  place  the  wire  between  the  jaws  and  the 
mandrel.  If  a  long  spring  is  required,  use  a 
mandrel  of  corresponding  length,  which  is  ground 
to  an  angle  of  60  °  at  the  end  to  fit  into  a  female 
dead  center  for  support.  Place  the  wire  in  a  bench 
lathe  boring  tool  holder  or  a  V-holder  in  the 
toolpost.  Place  a  piece  of  brass  about  1/8  inch 
by  1/2  inch  by  3  inches  between  the  wire  and  the 
toolpost  screw.  File  a  V-shaped  groove  lengthwise 
in  the  brass  to  hold  the  wire  in  place.  Make  the 
groove  the  proper  depth  for  the  size  of  wire  from 
which  the  springs  are  being  wound.  Tighten  this 
clamping  arrangement  with  the  toolpost  wrench. 
Use  just  enough  tension  on  the  wrench  to  keep 
the  wire  from  slipping. 

Further  information  and  strengths  of  wire  is 
given  in  the  Machinery's  Handbook. 


Tension  Spring  —  I                                        Compression  Spring  —  II 

Number 
of  Wire 
Gage 

Brown  & 
Sharpe 

Birmingham 
or  Stub's 

Washburn  & 
Moen  Mfg.  Co. 

Trenton 
Iron  Co. 

Prentiss 

Old  English 
Brass  Man- 
ufacturers' 

I 

II 

I 

II 

I 

II 

I 

II 

I 

II 

I 

II 

000000 
00000 
0000 
000 
00 
0 
1 
2 
3 
4 
5 
6 
7 
8 
9 
10 
11 
12 
13 
14 
15 
16 
17 
18 
19 
20 
21 
22 
23 
24 
25 
26 
27 
28 
29 
30 
31 
32 
33 
34 
35 

2 
2  1/4 
21/2 
23/4 
3 
3  1/4 
3  1/2 
3  1/2 
4 
4 
4  1/2 
5 
5  1/2 
6 
6  1/2 
7 
8 
9 
10 
12 
13 
14 
16 
20 
23 
28 
28 
32 
40 
40 
48 
52 
56 
56 
64 
64 
72 
72 
88 
96 
104 

1 

1  1/8 
1  1/4 
1  3/8 
1  1/2 
1  5/8 
1  3/4 
1  3/4 
2 
2 
21/4 
21/2 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5 
6 
6  1/2 
7 
8 
10 
11  1/2 
14 
14 
16 
20 
20 
24 
26 
28 
28 
32 
32 
36 
36 
44 
48 
52 

2 
21/2 
23/4 
3 
3 
3  1/2 
3  1/2 
4 
4 
4  1/2 
5 
5  1/2 
6 
6  1/2 
7 
8 
9 
10 
12 
14 
16 
18 
22 
24 
28 
32 
32 
40 
44 
48 
52 
56 
56 
64 
64 
72 
80 
88 
96 
104 

1 
1  1/4 
1  3/8 
1  1/2 
1  1/2 
1  3/4 
1  3/4 
2 
2 
21/4 
2  1/2 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5 
6 
7 
8 
9 
11 
12 
14 
16 
16 
20 
22 
24 
26 
28 
28 
32 
32 
36 
40 
44 
48 
52 

2 
2  1/4 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5  1/2 
6 
6  1/2 
7 
8 
9 
11 
12 
14 
14 
16 
18 
22 
24 
28 
28 
32 
36 
44 
48 
56 
56 
64 
72 
88 
96 
112 

1 
1  1/8 
1  3/8 
1  1/2 
1  5/8 
1  3/4 
2 
2  1/4 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5  1/2 
6 
7 
7 
8 
9 
11 
12 
14 
14 
16 
18 
22 
24 
28 
28 
32 
36 
44 
48 
56 

2 
21/4 
2  1/2 
27/8 
3  1/4 
3  1/2 
3  1/2 
4 
4  1/2 
4  1/2 
5  1/2 
6 
6  1/2 
7 
8 
9 
10 
12 
13 
14 
16 
20 
23 
28 
28 
32 
40 
44 
48 
52 
56 
64 
72 
80 
96 
104 
112 

1 
1  1/8 
1  1/4 
17/16 
1  5/8 
1  3/4 
1  3/4 
2 
2  1/4 
2  1/4 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5 
6 
6  1/2 
7 
8 
10 
11  1/2 
14 
14 
16 
20 
22 
24 
26 
28 
32 
36 
40 
48 
52 
56 

23/4 
3 
3  1/4 
3  1/4 
3  1/2 
4 
4 
4  1/2 
5 
5  1/2 
6 
6  1/2 
7 
8 
9 
10 
12 
13 
14 
16 
20 
23 
28 
28 
32 
36 
40 
46 
48 
52 
56 
56 
64 
64 
72 
72 
80 
88 

1  3/8 
1  1/2 
1  5/8 
1  5/8 
1  3/4 
2 
2 
2  1/4 
2  1/2 
23/4 
3 
3  1/4 
3  1/2 
4 
4  1/2 
5 
6 
6  1/2 
7 
8 
10 
11  1/2 
14 
14 
16 
18 
20 
23 
24 
26 
28 
28 
32 
32 
36 
36 
40 
44 

... 

12 
13 
14 
16 
20 
24 
28 
28 
32 
36 
40 
40 
48 
52 
56 
64 
72 
80 
88 
92 
104 
104 

6 
6  1/2 
7 
8 
10 
12 
14 
14 
16 
18 
20 
20 
24 
26 
28 
32 
36 
40 
44 
46 
52 
52 

15-33 


Table  15-3.— Data  for  Winding  Piano  Wire  Tension  Springs 


Diam. 
of 
Man- 
drel, 
Inches 

Inside 
Diam. 
of 
Spring, 
Inches 

Outside 
Diam. 
of 
Spring, 
Inches 

Num- 
ber of 
Piano 
Wire 

Diam. 
of  Piano 
Wire, 
Inches 

Diam. 
of 
Man- 
drel, 
Inches 

Inside 
Diam. 
of 
Spring, 
Inches 

Outside 
Diam. 
of 
Spring, 
Inches 

Num- 
ber of 
Piano 
Wire 

Diam. 
of  Piano 
Wire, 
Inches 

0.125 

0.130 

0.150 

1 

0.0098 

0.187 

0.209 

0.258 

10 

0.0245 

0.187 

0.192 

0.212 

1 

0.0098 

0.250 

0.272 

0.321 

10 

0.0245 

0.250 

0.255 

0.275 

1 

0.0098 

0.312 

0.336 

0.385 

10 

0.0245 

0.312 

0.318 

0.338 

1 

0.0098 

0.375 

0.401 

0.450 

10 

0.0245 

0.375 

0.382 

0.402 

1 

0.0098 

0.437 

0.465 

0.514 

10 

0.0245 

0.125 

0.130 

0.151 

2 

0.0105 

0.500 

0.533 

0.582 

10 

0.0245 

0.187 

0.192 

0.213 

2 

0.0105 

0.562 

0.600 

0.649 

10 

0.0245 

0.250 

0.255 

0.276 

2 

0.0105 

0.625 

0.665 

0.714 

10 

0.0245 

0.312 

0.318 

0.339 

2 

0.0105 

0.187 

0.212 

0.266 

11 

0.0270 

0.375 

0.382 

0.403 

2 

0.0105 

0.250 

0.277 

0.331 

11 

0.0270 

0.125 

0.130 

0.152 

3 

0.0115 

0.312 

0.340 

0.394 

11 

0.0270 

0.187 

0.193 

0.215 

3 

0.0115 

0.375 

0.406 

0.460 

11 

0.0270 

0.250 

0.256 

0.278 

3 

0.0115 

0.437 

0.470 

0.524 

11 

0.0270 

0.312 

0.320 

0.342 

3 

0.0115 

0.500 

0.535 

0.589 

11 

0.0270 

0.375 

0.382 

0.404 

3 

0.0115 

0.562 

0.600 

0.654 

11 

0.0270 

0.125 

0.135 

0.160 

4 

0.0125 

0.625 

0.665 

0.719 

11 

0.0270 

0.187 

0.197 

0.222 

4 

0.0125 

0.187 

0.212 

0.269 

12 

0.0285 

0.250 

0.260 

0.285 

4 

0.0125 

0.250 

0.279 

0.336 

12 

0.0285 

0.312 

0.322 

0.347 

4 

0.0125 

0.312 

0.342 

0.399 

12 

0.0285 

0.375 

0.385 

0.410 

4 

0.0125 

0.375 

0.408 

0.465 

12 

0.0285 

0.125 

0.135 

0.164 

5 

0.0145 

0.437 

0.472 

0.529 

12 

0.0285 

0.187 

0.198 

0.227 

5 

0.0145 

0.500 

0.537 

0.594 

12 

0.0285 

0.250 

0.261 

0.290 

5 

0.0145 

0.562 

0.602 

0.659 

12 

0.0285 

0.312 

0.324 

0.353 

5 

0.0145 

0.625 

0.667 

0.724 

12 

0.0285 

0.375 

0.389 

0.418 

5 

0.0145 

0.187 

0.217 

0.278 

13 

0.0305 

0.125 

0.135 

0.165 

6 

0.0150 

0.250 

0.282 

0.343 

13 

0.0305 

0.187 

0.198 

0.228 

6 

0.0150 

0.312 

0.346 

0.407 

13 

0.0305 

0.250 

0.262 

0.292 

6 

0.0150 

0.375 

0.411 

0.472 

13 

0.0305 

0.312 

0.325 

0.355 

6 

0.0150 

0.437 

0.475 

0.536 

13 

0.0305 

0.375 

0.390 

0.420 

6 

0.0150 

0.500 

0.540 

0.601 

13 

0.0305 

0.125 

0.137 

0.172 

7 

0.0175 

0.562 

0.604 

0.665 

13 

0.0305 

0.187 

0.201 

0.236 

7 

0.0175 

0.625 

0.670 

0.731 

13 

0.0305 

0.250 

0.266 

0.301 

7 

0.0175 

0.250 

0.284 

0.348 

14 

0.0320 

0.312 

0.330 

0.365 

7 

0.0175 

0.312 

0.348 

0.412 

14 

0.0320 

0.375 

0.395 

0.430 

7 

0.0175 

0.375 

0.414 

0.478 

14 

0.0320 

0.125 

0.138 

0.176 

8 

0.0190 

0.437 

0.478 

0.542 

14 

0.0320 

0.187 

0.202 

0.240 

8 

0.0190 

0.500 

0.545 

0.609 

14 

0.0320 

0.250 

0.266 

0.304 

8 

0.0190 

0.562 

0.609 

0.673 

14 

0.0320 

0.312 

0.330 

0.368 

8 

0.0190 

0.625 

0.677 

0.741 

14 

0.0320 

0.375 

0.396 

0.434 

8 

0.0190 

0.250 

0.284 

0.354 

15 

0.0350 

0.125 

0.145 

0.189 

9 

0.0220 

0.312 

0.350 

0.420 

15 

0.0350 

0.187 

0.209 

0.253 

9 

0.0220 

0.375 

0.417 

0.487 

15 

0.0350 

0.250 

0.271 

0.315 

9 

0.0220 

0.437 

0.480 

0.550 

15 

0.0350 

0.312 

t\    *\r*  t* 

0.335 

f\        A  f\f\ 

0.379 

9 

0.0220 

0.500 

0.547 

0.617 

f\     ^  r\  + 

15 

0.0350 

Table  15-3.— Data  for  Winding  Piano  Wire  Tension  Springs— Continued 


Diam. 
of 
Man- 
drel, 
Inches 

Inside 
Diam. 
of 
Spring, 
Inches 

Outside 
Diam. 
of 
Spring, 
Inches 

Num- 
ber of 
Piano 
Wire 

Diam. 
of  Piano 
Wire, 
Inches 

Diam. 
of 
Man- 
drel, 
Inches 

Inside 
Diam. 
of 
Spring, 
Inches 

Outside 
Diam. 
of 
Spring, 
Inches 

Num- 
ber of 
Piano 
Wire 

Diam. 
of  Piano 

Wire, 
Inches 

0.250 

0.290 

0.362 

16 

0.0360 

0.312 

0.369 

0.467 

23 

0.0490 

0.312 

0.355 

0.427 

16 

0.0360 

0.375 

0.436 

0.534 

23 

0.0490 

0.375 

0.420 

0.492 

16 

0.0360 

0.437 

0.500 

0.598 

23 

0.490 

0.437 

0.483 

0.555 

16 

0.0360 

0.500 

0.565 

0.663 

23 

0.0490 

0.500 

0.550 

0.622 

16 

0.0360 

0.562 

0.628 

0.726 

23 

0.0490 

0.562 

0.613 

0.685 

16 

0.0360 

0.625 

0.700 

0.798 

23 

0.0490 

0.625 

0.683 

0.755 

16 

0.0360 

0.312 

0.371 

0.477 

24 

0.0530 

0.250 

0.292 

0.368 

17 

0.0380 

0.375 

0.438 

0.544 

24 

0.0530 

0.312 

0.358 

0.434 

17 

0.0380 

0.437 

0.504 

0.610 

24 

0.0530 

0.375 

0.423 

0.499 

17 

0.0380 

0.500 

0.568 

0.674 

24 

0.0530 

0.437 

0.486 

0.562 

17 

0.0380 

0.562 

0.630 

0.736 

24 

0.0530 

0.500 

0.554 

0.630 

17 

0.0380 

0.625 

0.702 

0.808 

24 

0.0530 

0.562 

0.615 

0.691 

17 

0.0380 

0.312 

0.374 

0.486 

25 

0.0560 

0.625 

0.686 

0.762 

17 

0.0380 

0.375 

0.441 

0.553 

25 

0.0560 

0.250 

0.294 

0.374 

18 

0.0400 

0.437 

0.508 

0.620 

25 

0.0560 

0.312 

0.361 

0.441 

18 

0.0400 

0.500 

0.571 

0.683 

25 

0.0560 

0.375 

0.426 

0.506 

18 

0.0400 

0.562 

0.634 

0.746 

25 

0.0560 

0.437 

0.489 

0.569 

18 

0.0400 

0.625 

0.706 

0.818 

25 

0.0560 

0.500 

0.557 

0.637 

18 

0.0400 

0.312 

0.375 

0.495 

26 

0.0600 

0.562 

0.618 

0.698 

18 

0.0400 

0.375 

0.442 

0.562 

26 

0.0600 

0.625 

0.690 

0.770 

18 

0.0400 

0.437 

0.511 

0.631 

26 

0.0600 

0.312 

0.363 

0.447 

19 

0.0420 

0.500 

0.573 

0.693 

26 

0.0600 

0.375 

0.427 

0.511 

19 

0.0420 

0.562 

0.635 

0.755 

26 

0.0600 

0.437 

0.491 

0.575 

19 

0.0420 

0.625 

0.710 

0.830 

26 

0.0600 

0.500 

0.558 

0.642 

19 

0.0420 

0.375 

0.445 

0.573 

27 

0.0640 

0.562 

0.619 

0.703 

19 

0.0420 

0.437 

0.513 

0.641 

27 

0.0640 

0.625 

0.691 

0.775 

19 

0.0420 

0.500 

0.575 

0.703 

27 

0.0640 

0.312 

0.364 

0.450 

20 

0.0430 

0.562 

0.637 

0.765 

27 

0.0640 

0.375 

0.429 

0.515 

20 

0.0430 

0.625 

0.713 

0.841 

27 

0.0640 

0.437 

0.493 

0.579 

20 

0.0430 

0.375 

0.446 

0.583 

28 

0.0685 

0.500 

0.560 

0.646 

20 

0.0430 

0.437 

0.514 

0.651 

28 

0.0685 

0.562 

0.621 

0.707 

20 

0.0430 

0.500 

0.575 

0.712 

28 

0.0685 

0.625 

0.693 

0.779 

20 

0.0430 

0.562 

0.638 

0.775 

28 

0.0685 

0.312 

0.365 

0.454 

21 

0.0445 

0.625 

0.714 

0.851 

28 

0.0685 

0.375 

0.431 

0.520 

21 

0.0445 

0.375 

0.448 

0.591 

29 

0.0715 

0.437 

0.495 

0.584 

21 

0.0445 

0.437 

0.516 

0.659 

29 

0.0715 

0.500 

0.561 

0.650 

21 

0.0445 

0.500 

0.577 

0.720 

29 

0.0715 

0.562 

0.623 

0.712 

21 

0.0445 

0.562 

0.640 

0.783 

29 

0.0715 

0.625 

0.695 

0.784 

21 

0.0445 

0.625 

0.714 

0.857 

29 

0.0715 

0.312 

0.367 

0.461 

22 

0.0470 

0.375 

0.451 

0.603 

30 

0.0760 

0.375 

0.433 

0.527 

22 

0.0470 

0.437 

0.518 

0.670 

30 

0.0760 

0.437 

0.497 

0.591 

22 

0.0470 

0.500 

0.580 

0.732 

30 

0.0760 

0.500 

0.563 

0.657 

22 

0.0470 

0.562 

0.643 

0.795 

30 

0.0760 

0.562 

0.625 

0.719 

22 

0.0470 

0.625 

0.717 

0.869 

30 

0.0760 

0.625 

0.698 

0.792 

22 

0.0470 

0.375 

0.455 

0.617 

31 

0.0810 

15-35 


Table  15-3.— Data  for  Winding  Piano  Wire  Tension  Springs— Continued 


Diam. 

Inside 

Outside 

Num- 

Diam. 

Diam. 

Inside 

Outside 

Num- 

Diam. 

of 

Diam. 

Diam. 

ber  of 

of  Piano 

of 

Diam. 

Diam. 

ber  of 

of  Piano 

Man- 

of 

of 

Piano 

Wire, 

Man- 

of 

of 

Piano 

Wire, 

drel, 

Spring, 

Spring, 

Wire 

Inches 

drel, 

Spring, 

Spring, 

Wire 

Inches 

Inches 

Inches 

Inches 

Inches 

Inches 

Inches 

0.437 

0.522 

0.684 

31 

0.081 

0.375 

0.480 

0.682 

34 

0.101 

0.500 

0.585 

0.747 

31 

0.081 

0.437 

0.550 

0.752 

34 

0.101 

0.562 

0.647 

0.809 

31 

0.081 

0.500 

0.610 

0.812 

34 

0.101 

0.625 

0.722 

0.884 

31 

0.081 

0.562 

0.673 

0.875 

34 

0.101 

0.375 

0.461 

0.633 

32 

0.086 

0.625 

0.750 

0.952 

34 

0.101 

0.437 

0.527 

0.699 

32 

0.086 

0.375 

0.490 

0.708 

35 

0.109 

0.500 

0.590 

0.762 

32 

0.086 

0.437 

0.560 

0.778 

35 

0.109 

0.562 

0.651 

0.823 

32 

0.086 

0.500 

0.622 

0.840 

35 

0.109 

0.625 

0.727 

0.899 

32 

0.086 

0.562 

0.686 

0.904 

35 

0.109 

0.375 

0.467 

0.649 

33 

0.091 

0.625 

0.765 

0.983 

35 

0.109 

0.437 

0.533 

0.715 

33 

0.091 

0.375 

0.500 

0.736 

36 

0.118 

0.500 

0.595 

0.777 

33 

0.091 

0.437 

0.572 

0.808 

36 

0.118 

0.562 

0.657 

0.839 

33 

0.091 

0.500 

0.637 

0.873 

36 

0.118 

0.625 

0.733 

0.915 

33 

0.091 

0.562 

0.702 

0.938 

36 

0.118 

QUALITY  ASSURANCE 

Quality  assurance  is  an  inspection  of  man- 
ufactured parts  to  ensure  that  they  meet  blueprint 
specifications.  Quality  assurance  is  also  used 
to  lay  out  procedures  in  assembling  and 
disassembling  different  components.  Quality 
assurance  should  be  used  in  all  steps  of 
manufacturing,  such  as  checking  diameters  and 
lengths,  and  so  on.  Basic  quality  assurance 
guidelines  are  usually  set  by  type  commanders 
such  as  SERVLANT,  SUBLANT,  SERVPAC, 
and  SUBPAC.  Until  it  is  coordinated  under  one 
system,  you  will  have  to  follow  local  guidelines. 
In  most  ships  and  at  shore  installations  there  are 
also  a  calibration  program  where  all  measuring 
instruments  are  periodically  checked  for  accuracy 
against  standards.  Usually,  this  program  is 
coordinated  by  the  IM  shop.  Before  using 
measuring  tools  from  the  toolroom,  you  as  the 
machine  operator,  should  check  for  a  current 
sticker  affixed  to  the  measuring  device,  and  then 
check  the  instrument  against  the  standard  usually 
kept  in  the  toolroom.  In  most  cases,  upon 
completion  of  a  manufactured  part,  the  shop 
quality  assurance  inspector  will  check  the  part 
against  the  blueprint  for  accuracy  and  document 
the  results  on  a  Quality  Assurance  Form.  On  this 
form  is  recorded  the  name  of  the  ship,  the  part 


manufactured,  the  print  number  used,  the  serial 
number  and  calibration  date  of  the  instrument 
used  to  check  the  workpiece,  the  name  of  the 
person  who  manufactured  the  part,  and  the 
person  who  made  the  final  quality  assurance 
inspection.  To  determine  type  commander  quality 
assurance  guidelines,  your  shop  leading  petty 
officer  should  be  able  to  find  up-to-date 
information  and  have  access  to  the  appropriate 
directives  and  documents. 

CALIBRATION  SERVICING 
LABELS  AND  TAGS 

Standards  require  a  sticker  or  equivalent 
certification,  showing  the  date  and  place  of 
calibration,  before  they  can  be  used  to  check 
operating  instruments.  Instruments  calibrated  by 
Mechanical  Instrument  Repair  and  Calibration 
Shops  (MIRCS)  require  labels  and  tags  to  indicate 
the  status  of  calibration  or  testing.  In  marking 
labels  and  tags,  MIRCS  personnel  should  write 
in  the  DATE  and  DUE  columns  the  appropriate 
month,  day,  and  year,  such  as  8  Dec  1980.  The 
Metrology  Engineering  Center's  3-letter  code 
designation  of  the  servicing  MIRCS  is  written  or 
stamped  on  applicable  labels  and  tags.  The 
various  labels  and  tags  for  calibration  standards 
or  test  and  measuring  equipment  within  MIRCS 
are  shown  in  figure  15-35  and  15-36. 


15-36 


CALIBRATED 


CALIBRATION 
PROGRAM 

DATE. 

DUE . 


(BLACK  ON  WHITE) 


CALIBRATION 
NOT  REQUIRED 


NOT  USED  FOR 
QUANTITATIVE 
_  MEASUREMENT 
NAVY 

CALIBRATION 
PROGRAM 


(ORANGE ON  WHITE) 


CALIBRATED 


NAVY 

CALIBRATION 

PROGRAM 

DATE 

DUE 


(RED  ON  WHITE) 


NAVV 

CALIBRATION 
FROORAM 

CALIBRATED 

niir 


(RED  ON  WHITE) 


*»r, 


CALIBRATED 


CHIIMTtOtt 
MOCftAM 


(BLUE  ON  WHITE) 


NAVY 

CALIBRATION 
PROGRAM 

CALIBRATED 

DUE 


(BLACK  ON  WHITE) 


CALIBRATION 

VOID  IF 
SEAL  BROKEN 


(BLACK  ON  WHITE) 


CALIBRATED 


NAVY-y  MULTIPLE  INTERVAL 
CALIBRATION  PARTIAL 

PROGRAM 
COMPLETE 


(BLACK  ON  WHITE) 


CALIBRATION 
PROGRAM 


INACTIVE 

CALIBRATE 
BEFOREUIE 


DATE. 


(GREEN  ON  WHITE) 


Figure  15-35.— Calibration  labels. 


O 

SPECIAL 
CALIBRATION 


SERVICING  ACTIVITY 

MANUFACTURER 

DATE 

MODEL 

SUBMITTING  ACTIVITY 

SERIAL 

HAW 

CAUMATKM 
moo  HAM 

SPECIAL 
CALIBRATION 


USE  REVERSE  SIDE  IF  REQUIRED 


NAVMAT  FORM  NO.  4355.22 


o 

REJECTED 


SERVICING  ACTIVITY 

MANUFACTURER 

DATE 

MODEL 

SUBMITTING  ACTIVITY 

SERIAL 

USE  REVERSE  SIDE  IF  REQUIRED 
SUGGESTED  CORRECTIVE  ACTION 


REJECTEI 

Keren  ro 

AT1ACHCO  IAC 


NAVY 

CALIBRATION 

PROGRAM 


DATE. 


USE  REVERSE  SIDE  IF  REQUIRED 
NAVMAT  FORM  NO.  4355   23 


(BLACK  ON  YELLOW  )  (  BLACK  ON  RED) 

Figure  15-36. — Labels  and  tags. 


Calibrated 

The  CALIBRATED  label  is  placed  on  each 
standard  or  piece  of  test  and  measuring  equipment 
that  has  been  checked  against  a  standard  of  higher 
accuracy.  Each  check  is  made  using  approved 
Navy  calibration  procedures  and  checklists  and 
is  adjusted  to  meet  (1)  a  predetermined  specifica- 
tion or  (2)  a  specified  value  of  magnitude.  When 
an  instrument  is  calibrated  to  meet  a  pre- 
determined specification,  only  the  knowledge  that 
the  instrument  is  within  this  specification  is 
significant,  and  a  black  on  white  label  is  used. 
When  an  instrument  is  calibrated  to  meet  an 
expressed  value  of  magnitude  and  uncertainty,  the 
actual  measured  value  and  associated  uncertainty 
are  reported,  a  red  on  white  label  is  used,  and  a 
Report  of  Calibration  is  provided  with  the 
instrument. 

Special  Calibration 

On  occasion,  specific  user  requirements  do  not 
involve  the  full  instrument  capability.  In  such 


instances  a  calibration  is  not  performed  over  the 
entire  range  of  the  instrument.  Only  the  needed 
quantities  and  ranges  are  calibrated.  A  SPECIAL 
CALIBRATION  label  (black  and  yellow)  is  used 
to  draw  attention  to  the  special  conditions  under 
which  the  instrument  is  calibrated.  In  addition  to 
the  label,  a  special  calibration  tag  is  attached 
to  the  instrument.  This  tag  is  filled  in  by  the 
servicing  activity  to  adequately  describe  the 
conditions  which  are  to  be  observed  in  the  use  of 
the  instrument.  The  label  and  tag  remain  on  the 
instrument  until  the  next  calibration.  The  3 -inch 
by  2-inch  special  calibration  label  may  be  used 
alone  in  lieu  of  the  label  and  tag  combination 
when  space  is  available  on  the  instrument  and 
reasons  for  special  calibration  can  be  shown  on 
the  label  itself. 

Calibration  Not  Required — Not  Used 
for  Quantitative  Measurement 

Some  instruments  normally  fall  within  the 
category  of  equipment  requiring  calibration,  but 


15-38 


are  not  used  for  quantitative  measurements  for 
various  reasons.  With  several  like  instruments,  for 
example,  only  one  or  two  are  calibrated  and  used 
for  quantitative  measurements;  the  others  are  used 
as  indicators  only.  Also,  some  instruments  do  not 
require  calibration  because  they  receive  an 
operational  check  each  time  they  are  used,  or 
malfunctions  and  loss  of  accuracy  are  readily 
apparent  during  their  normal  use.  A  label  (orange 
on  white),  indicating  that  calibration  is  not 
required  because  the  instrument  is  not  used  for 
quantitative  measurements,  is  placed  on  the 
instrument. 

Calibrated-In-Place 

The  CALIBRATED-IN-PLACE  label  is  used 
by  on-site  calibration  teams  to  identify  items  that 
are  calibrated  in  place  and  should  not  be  for- 
warded to  the  calibration  laboratory.  These  labels 
(blue  on  white)  alert  the  ships'  forces  that  the 
items  should  not  be  off-loaded  when  ships  come 
into  port. 

Calibration  Void  If  Seal  Broken 

This  label  (black  on  white)  is  used  to  prevent 
tampering  with  certain  adjustments  which  would 
affect  the  calibration. 


Rejected 

If  an  instrument  fails  to  meet  the  accept- 
ance criteria  during  calibration  and  cannot 
be  adequately  serviced,  a  REJECTED  label 
(black  on  red)  is  placed  on  the  instrument 
and  all  other  servicing  labels  are  removed. 
In  addition  to  the  REJECTED  label,  a 
REJECTED  tag  is  placed  on  the  instrument. 
The  tag  is  filled  in  by  the  servicing  activity 
giving  the  reason  for  rejection  and  other 
information  as  required.  The  rejected  label 
and  tag  remain  on  the  instrument  until  it 
is  repaired  and  reserviced.  The  instrument 
is  not  to  be  used  while  it  bears  a  rejected 
label. 


Inactive 

The  INACTIVE  label  is  placed  on  an  instru- 
ment of  the  type  which  normally  requires  calibra- 
tion and  is  found  to  have  no  foreseeable  usage 
requirements.  The  inactive  label  remains  on  the 
instrument  until  it  is  reserviced.  The  instrument 
is  not  to  be  used  while  it  bears  the  inactive 
label. 


APPENDIX  I 

TABULAR  INFORMATION  OF  BENEFIT  TO 
MACHINERY  REPAIRMAN 


Table  AI-1.— Decimal  Equivalents  of  Fractions  (inch) 


frac- 
tions 

# 

64ths 

& 

32ds 

& 

leths 

•# 

Bths 

# 

4ths 

decimal 
equiv. 

frac- 
tions 

# 

64ths 

# 

32ds 

& 

leths 

* 

Bths 

# 

4ths 

decimal 
equiv. 

'/64 

1 

0.015625 

33/64   ' 

33 

0515625 

!/32 

2 

1 

0.03125 

17/32 

34 

17 

053125 

3/64 

3 

0.046875 

35/64 

35 

0  546S75 

V\6 

4 

2 

1 

0.0625 

9/l« 

36 

18 

9 

05625 

5/64 

5 

0.078125 

37/64 

37 

0  578125 

3/32 

6 

3 

0.09375 

% 

38 

19 

0  59375 

7/64 

7 

0.109375 

39/64 

39 

0  609375 

W 

8 

4 

2 

1 

0.125 

5/8 

40 

20 

10 

5 

0625 

9/6< 

9 

0.140625 

41/64 

41 

0  640625 

5/32 

10 

5 

0.15625 

% 

42 

21 

065625 

U/64 

11 

0.171875 

^ 

43 

0.671875 

3/16 

12 

6 

3 

0.1875 

% 

44 

22 

11 

0.6875 

13/64 

13 

0.203125 

45/64 

45 

0.703125 

7/32 

14 

7 

0.21875 

23/32 

46 

23 

0.71875 

15/64 

15 

0.234375 

47/64 

47 

0.734375 

>/4 

17/64 

16 
17 

8 

4 

2 

1 

0.250 
0.265625 

3/4 
49/64 

48 
49 

24 

12 

6 

3 

0.750 
0.765625 

9/32 

18 

9 

0.28125 

25/32 

50 

25 

0.78125 

19/64 

19 

0.296875 

M/64 

51 

0.796875 

5/16 

20 

10 

5 

0.3125 

13/16 

52 

26 

13 

0.8125 

21/64 

21 

0.328125 

53/64 

53 

0.828125 

U/32 

22 

11 

0.34375 

% 

54 

27 

0.84375 

a/64 

23 

0.359375 

55/64 

55 

0.859375 

3/8 
H/64' 

24 
25 

12 

6 

3 

0.375 
0.390625 

H 
57/64 

56 
57 

28 

14 

7 

0.875 
0.890625 

13/32 

26 

13 

0.40625 

W/32 

58 

29 

0.90625 

27/64 

27 

0.421875 

59/64 

59 

0.921875 

7/16 

28 

14 

7 

0.4375 

% 

60 

30 

15 

0.9375 

»/64 

29 

0.453125 

6l/64 

61 

0.953125 

15/32 

30 

15 

0.46875 

31/32 

62 

31 

0.96875 

31/64 

31 

0.484375 

63/64 

63 

0.984375 

fc 

32 

16 

8 

4 

2 

0.500 

1  inch 

64 

32 

16 

8 

4 

1.000 

Table  AI-2.— Decimal  Equivalents  of  Millimeters 


mm 

inches 

mm 

inches 

mm 

inches 

mm 

inches 

mm 

inches 

0.1 

0.00394 

3.5 

0.13779 

6.9 

0.27165 

10.3 

0.40551 

13.8 

0.54330 

0.2 

0.00787 

3.6 

0.14173 

7.0 

0.27559 

10.4 

0.40944 

13.9 

0.54724 

0.3 

0.01181 

3.7 

0.14566 

7.1 

0.27952 

10.5 

0.41388 

14.0 

0.55111 

0.4 

0.01575 

3.8 

0.14960 

7,2 

0.28346 

10.6 

0.41732 

14.1 

0.55511 

0.5 

0.01968 

3.9 

0.15354 

7.3 

0.28740 

10.7 

0.42125 

14.2 

0.55905 

0.6 

0.02362 

4.0 

0.15748 

7.4 

0.29133 

10.8 

0.42519 

14.3 

0.56299 

0.7 

0.02756 

4.1 

0.16141 

7.5 

0.29527 

10.9 

0.42913 

14.4 

0.56692 

0.8 

0.03149 

4.2 

0.16535 

7.6 

0.29921 

11.0 

0.43307 

14:5 

0.57086 

0.9 

0.03543 

4.3 

0.16929 

7.7 

0.30314 

11.1 

0.43700 

14.6 

0.57480 

1.0 

0.03937 

4.4 

0.17322 

7.8 

0.30708 

11.2 

0.44094 

14.7 

0.57873 

1.1 

0.04330 

4.5 

0.17716 

7.9 

0.31102 

11.3 

0.44488 

14.8 

0.58267 

1.2 

0.04724 

4.6 

0.18110 

8.0 

0.31496 

11.4 

0.44881 

14.9 

0.58661 

1.3 

0.05118 

4.7 

0.18503 

8.1 

0.31889 

11.5 

0.45275 

15.0 

0.59055 

1.4 

0.05512 

4.8 

0.18897 

8.2 

0.32283 

11.6 

0.45669 

15.5 

0.61023 

1.5 

0.05905 

4.9 

0.19291 

8.3 

0.32677 

11.7 

0.46062 

16.0 

0.62992 

1.6 

0.06299 

5.0 

0.19685 

8.4 

0.33070 

11.8 

0.46456 

16.5 

0.64960 

1.7 

0.06692 

5.1 

0.20078 

8.5 

0.33464 

11.9 

0.46850 

17.0 

0.66929 

1.8 

0.07086 

5.2 

0.20472 

8.6 

0.33858 

12.0 

0.47244 

17.5 

0.68897 

1.9 

0.07480 

5.3 

0.20866 

8.7 

0.34251 

12.1 

0.47637 

18.0 

0.70866 

2.0 

0.07874 

5.4 

0.21259 

8.8 

0.34645 

12.2 

0.48031 

18.5 

0.72834 

2.1 

0.08267 

5.5 

0.21653 

8.9 

0.35039 

12.3 

0.48425 

19.0 

0.74803 

2.2 

0.08661 

5.6 

0.22047 

9.0 

0.35433 

12.4 

0.48818 

19.5 

0.76771 

2.3 

0.09055 

5.7 

0.22440 

9.1 

0.35826 

12.5 

0.49212 

20.0 

0.78740 

2.4 

0.09448 

5.8 

0.22834 

9.2 

0.36220 

12.6 

0.49606 

20.5 

0.80708 

2.5 

0.09842 

5.9 

0.23228 

9.3 

0.36614 

12.7 

0.49999 

21.0 

0.82677 

2.6 

0.10236 

6.0 

0.23622 

9.4 

0.37007 

12.8 

0.50393 

21.5 

0.84645 

2.7 

0.10629 

6.1' 

0.24015 

9.5 

0.37401 

12.9 

0.50787 

22.0 

0.86614 

2.8 

0.11023 

6.2 

0.24409 

9.6 

0.37795 

13.0 

0.51181 

22.5 

0.88582 

2.9 

0.11417 

6.3 

0.24803 

9.7 

0.38188 

13.1 

0.51574 

23.0 

0.90551 

3.0 

0.11811 

6.4 

0.25196 

9.8 

0.38582 

13.2 

0.51968 

23.5 

0.92519 

3.1 

0.12204 

6.5 

0.25590 

9.9 

0.38976 

13.3 

0.52362 

24.0 

0.94488 

3.2 

0.12598 

6.6 

0.25984 

10.0 

0.39370 

13.4 

0.52755 

24.5 

0.96456 

13.5 

0.53149 

25.0 

0.98425 

3.3 

0.12992 

6.7 

0.26377 

10.1 

0.39763 

13.6 

0.53543 

25.5 

1.00393 

3.4 

0.13385 

6.8 

0.26771 

10.2 

0.40157 

13.7 

0.53936 

26.0 

1.02362 

Table  AI-3.— Dividing  a  Circle  into  Parts 

To  find  the  length  of  the  chord  for  dividing  the  circumference  of  a  circle  into  a  required 
number  of  equal  parts,  multiply  the  factor  in  the  table  by  the  diameter. 


no.  of 
spaces 

chord 
length 

no.  of 
spaces 

chord 
length 

no.  of 
spaces 

chord 
length 

3 

0.866 

21 

0.149 

39 

0.0805 

4 

0.7071 

22 

0.1423 

40 

0.0785 

5 

0.5878 

23 

0.1362 

41 

0.0765 

6 

0.5 

24 

0.1305 

42 

0.0747 

7 

0.4339 

25 

0.1253 

43 

0.073 

8 

0.3827 

26 

0.1205 

44 

0.0713 

9 

0.342 

27 

0.1161 

45 

0.0698 

10 

0.309 

28 

0.112 

46 

0.0682 

11 

0.2818 

29 

0.1081 

47 

0.0668 

12 

0.2584 

30 

0.1045 

48 

0.0654 

13 

0.2393 

31 

0.1012 

49 

0.0641 

14 

0.2224 

32 

0.098 

50 

0.0628 

15 

0.2079 

33 

0.0951 

51 

0.0616 

16 

0.1951 

34 

0.0932 

52 

0.0604 

17 

0.1837 

35 

0.0896 

53 

0.0592 

18 

0.1736 

36 

0.0872 

54 

0.0581 

19 

0.1645 

37 

0.0848 

55 

0.0571 

20 

0.1564 

38 

0.0826 

AI-3 


Table  AI-4.— Formulas  for  Dimension,  Area,  and  Volume 


\_y 


W  •  WIDTH 
X  •  1.1547  W 
Y«  1.4142  W 
Z-  I.0824W 


BASE 


HYP  '/BASE  *  ALT1 
BASE  '^HYP2-  ALT' 
ALT  «  ^HYP*  -  BASE* 


ALT 


BASE 
DIA  •  BASE  t  ALT  -  HYP 


ALT  ' 


BASE 


COT  A  t  COT  8 


ALT 


BASE 


COT  A  -  COT  B 


»  .  INCLUDED  A  P  '  PLUG   SIZE 

X  •  5  x  SIN  INC  4  Y  •  X  -H  5  •»  • 


BASE 


RAO 


BASE 


COT$  +COT| 


PERIMETER: BASE:  :ALT:R 

BASE  X  ALT 
R  '  PERIMETER 


ALT 


1 


Z  CSC -4*  + 


X  •  Y  -  2 


Table  AI-4.— Formulas  for  Dimension,  Area,  and  Volume— Continued 


TRIANGLE 


TRAPEZOID 


I 1 


CIRCLE 


AREA--J- (A  +  B)H 


AREA' 3.  1416  M 


FILLET 


SEGMENT 


RECTANGOLA'R  PRISM 


A»R*  -• 


1416  R.» 


TRIANGULAR  PYRAMID 


VOLUME 


AREA  OF  BASE  X  H 


2H 


FRUSTUM  OF  PYRAMID 


VOLUME' 


H(A+B+VABT 


D»2R 


VOLUME 


CYLINDER 


n 


D*2R 


CONE 


FRUSTUM  OF  CONE 


D*2R 


VOLUME'  3.  MI6  Rf  XH 


VOLUME' 


3.1416  R»XH 


VOL'0.26I8H(DI+-0I4DB) 


AI-5 


Table  AI-5.— Formulas  for  Circles 


Circumference  of  a  circle 


Diameter  of  a  circle 


Side  of  a  square  inscribed  in  a  given  circle 


Side  of  a  square  with  area  of  a  given  circle 


Diameter  of  a  circle  with  area  of  a  given  square 
Diameter  of  a  circle  circumscribing  a  given  square 
Area  of  a  circle 

Area  of  the  surface  of  a  sphere  or  globe 


Diameter  multiplied  by  3.1416 
Diameter  divided  by  0.3183 

Circumference  multiplied  by  0.3183 
Circumference  divided  by  3.1416 

Diameter  multiplied  by  0.7071 
Circumference  multiplied  by  0.2251 
Circumference  divided  by  4.4428 

Diameter  multiplied  by  0.8862 
Diameter  divided  by  1.1284 
Circumference  multiplied  by  0.2821 
Circumference  divided  by  3.545 

Side  multiplied  by  1.128 
Side  multiplied  by  1.4142 

The  square  of  the  diameter  multiplied  by  0.7854 
The  square  of  the  radius  multiplied  by  3.1416 

The  square  of  the  diameter  multiplied  by  3.1416 


Table  AI-6.— Number,  Letter  and  Fractional  Identification  of  Drill  Sizes  (Letter  drills  are  larger  than  number  drills;  they 

begin  where  number  drills  end.) 


no.& 
letter 
drills 

frac- 
tional 
drills 

dec- 
imal 
equiv. 

r- 

no.& 
etter 
drills 

_ 

frac- 
tional 
drills 

dec-   1 
imal    1 
equiv.  1 

r 
no.& 
etter 
drills 

—  r 

frac- 
tional 
drills 

dec-  11  no.& 
imal      letter    1 
equiv.  ||  drills 

frac- 
tional 
drills 

dec- 
imal 
equiv. 

80 

.0135 

42 

.0935 

!%4 

.2031 

J%2 

.4062 

79 

.0145 

%2 

.0937 

6 

.  .  . 

.2040 

Z 

.  .  . 

.4130 

Mi  4 

.0156 

41 

.0960 

5 

.  .  . 

.2055 

2%4 

.4219 

78 

f  \)  t 

.0160 

40 

*     .     * 

.0980 

4 

.  .  . 

.2090 

T/1G 

.4375 

77 

.0180 

39 

.0995 

3 

.  .  . 

.2130  1| 

2%4 

.4531 

76 

.0200 

38 

.1015 

7/32 

.2187  1| 

15/32 

.4687 

75 

.0210 

37 

.1040 

2 

.  .  . 

.2210 

.4844 

74 

.0225 

36 

.     .     . 

.1065 

1 

.2280  1| 

% 

.5000 

73 

.0240 

%4 

.1094 

A 

.234U  || 

33/ 

'H.'M 

72 
71 
70 

.0250 
.0260 
.0280 

35 
34 
33 

.1100 
.1110  1 
.1130 

B 
C 

A)  4 

.2344 
.2380 
.2420 

17/32 
3%4 

.(JXclU 

.5312 
.5469 

SfiOer 

69 

.0292 

32 

.1160 

D 

.  .  . 

.2460 

716 

.OQ^iO 

68 

.0310 

31 

.1200 

E 

y4 

.2500 

3%4 

.5781 

Voo 

.0312 

J/8 

.1250 

F 

.2570 

19/32 

.5937 

67 

732 

.0320 

30 

. 

.1285 

G 

•  .  • 

.2610 

3%4 

.6094 

66 

.0330 

1      29 

.1360 

17/C4 

.2656 

% 

.6250 

65 

.0350 

28 

.1405 

H 

.2660 

4  17 

.6406 

64 

.0360 

%4 

.1406 

I 

.2720 

21/32 

.6562 

63 

.0370 

27 

... 

.1440 

J 

•  ... 

.2770 

4%4 

.6719 

62 

.0380 

26 

.1470 

•rr 

.2810 

I  U  Ti 

.6875 

61 

.0390 

25 

.1495 

%2 

.2812 

457 

7031 

60 
59 

.0400 
.0410 

24 
23 

.1520 
.1540 

M 

.2900 
.2950 

704 

28/32 
47/. 

•  1  \J\JJL 

.7187 
.7344 

58 

.0420 

5/32 

.1562 

1%4 

.2969 

704 

.7500 

57 

.0430 

22 

... 

.1570 

N 

... 

.3020 

56 

.0465 

21 

:.. 

.1590 

%6 

.3125  I 

*%4 

.7656 

%4 

.0469 

20 

.1610 

O 

.     •    . 

.3160 

25/32 

.7812 

55 

/l>  Tl 

.0520 

19 

.1660! 

P 

•     »    • 

.3230 

5V04 

.7969 

54 

.0550 

18 

.1695 

21/04 

.3281  1 

18/16 

.8125 

53 

.0595 

.1719 

Q 

.  .  . 

.3320 

8%4 

.8281 

Me 

.0625 

17 

..°4 

.1720 

R 

.33901 

27/32 

.8437 

52 

.0635 

16 

.1770 

!%2 

.3437 

.8594 

51 

.0670 

15 

.1800 

S 

... 

.3480 

?/r 

.8750 

50 
49 

48 

47 

5/04 

.0700 
.0730 
.0760 
.0781 
.07S5 

14 

" 

Vie 

.1820 
.1850 
.1875 
.1890 
.1910 

T 
U 
V 

2%4 

.3580 
.3594 
.3680 
.3750 
.3770 

57/G4 
2%2 

15/16 

.8906 
.9062 
.9219 
.9375 

t\t*f\  + 

46 

.0810 

10 

.1935 

W 

.  .  . 

.3860 

6^4 

.9531 

f\r\f\*t 

45 

.0820 

9 

.1960 

25/64 

.3906! 

8%2 

.9687 

44 

.0860 

8 

.1990 

X 

.3970 

8%4 

.9844 

43 

.0890 

1        7 

.2010 

Y 

1       •  •  • 

.4040 

1 

1.0000 

Table  AI-7.— Units  of  Weight,  Volume,  and  Temperature 


AVOIRDUPOIS  WEIGHT 

16  drams  or  437.5  grains  =  1  ounce 
16  ounces  or  7,000  grains  =  1  pound 

2,000  pounds  =  1  net  or  short  ton 
2,240  pounds  =  1  gross  or  long  ton 
2,204.6  pounds  =  1  metric  ton 

BOARD  MEASURE 

One  board  foot  measure  is  a  piece  of  wood  12 
inches  square  by  1  inch  thick,  or  144  cubic  inches. 
A  piece  of  wood  2  by  4, 12  feet  long  contains  8  feet 
board  measure. 

DRY  MEASURE 

2  pints  =  1  quart 
8  quarts  =  1  peck 
4  pecks  =  1  bushel 

1  standard  U.S.  bushel  =  1.2445  cubic  feet 
1  British  imperial  bushel  =  1.2837  cubic  feet 

LIQUID   MEASURE 

4  gills  =  1  pint 

2  pints  =  1  quart 
4  quarts  =  1  gallon 

1  U.S.  gallon  =  231  cubic  inches 
1  British  imperial  gallon  =  1.2  U.S.  gallons 
7.48  U.S.  gallons  =  1  cubic  foot 
LONG  MEASURE 
12  inches  =  1  foot 

3  feet  =  1  yard 
1,760  yards  =  1  mile 

5,280  feet  =  1  mile 
16.5  feet  =1  rod 

PAPER   MEASURE 

24  sheets  =  1  quire 
20  quires  =  1  ream 

2  reams  =1  bundle 
5  bundles  =  1  bale 

SHIPPING   MEASURE 

1  U.S.  shipping  ton  =  40  cubic  feet 
1  U.S.  shipping  ton  =  32.143  U.S.  bushels 
1  U.S.  shipping  ton  =  31.16  imperial  bushels 
1  British  shipping  ton  =  42  cubic  feet 
1  British  shipping  ton  =  33.75  U.S.  bushels 
1  British  shipping  ton  =  32.718  imperial  bushels 


SQUARE  MEASURE 

144  square  inches  =  1  square  foot 
9  square  feet  =  1  square  yard 
30.25  square  yards  =  1  square  rod 
160  square  rods  =  1  acre 

640  acres  =  1  square  mile 
TEMPERATURE 

Freezing,  Fahrenheit  scale  =  32  degrees 
Freezing,   celcius  scale  =    0  degrees 
Boiling,  Fahrenheit  scale  =  212  degrees 
Boiling,    celcius  scale  =  100  degrees 
If  any  degree  on  the    celcius   scale,  either 
above  or  below  zero,  be  multiplied  by  1.8,  the  result 
will,  in  either  case,  be  the  number  of  degrees  above 
or  below  32  degrees  Fahrenheit. 
TROY  WEIGHT 
24  grains  =  1  pennyweight 
20  pennyweights  =  1  ounce 
12  ounces  =  1  pound 

WEIGHT  OF  WATER 

1  cubic  centimeter  =  1  gram  or  0.035  ounce 
1  cubic  inch  =  0.5787  ounce 
1  cubic  foot  =  62.48  pounds 
1  U.S.  gallon  =  8.355  pounds 
1  British  imperial  gallon  =  10  pounds 

32  cubic  feet  =  1  net  ton  (2,000  pounds) 
35.84  cubic  feet  =  1  long  ton  (2,240  pounds) 

1  net  ton  =,240  U.S.  gallons 
1  long  ton  =  268  U.S.  gallons 

ENGLISH-METRIC  EQUIVALENTS 

1  inch  =  2.54  centimeters 
1  centimeter  =  0.3937  inch 
1  meter  =  39.37  inches 
1  kilometer  =  0.62  mile 
1  quart  =  0.946  (iter 
1  U.S.  gallon  =  3.785  liters 
1  British  gallon  =  4.543  liters 
1  liter  =  1.06  quarts 
1  pound  =  0.454  kilogram 
1  kilogram  =  2.205  pounds 

1  watt  =  44.24  foot-pounds  per  minute 
1  horsepower  =  33,000  foot-pounds  per  minute 
1  kilowatt  =  1.34  horsepower 


Table  AI-8.— Screw  Thread  and  Tap  Drill  Sizes  (American  National) 


screw 
size 

threads 
per  inch 

dimensions,  inches 

tap  drill 
75% 
full  thread 

body 
drill 

decimal 
equiv. 

NC 
coarse 
thread 

NF 
fine 
thread 

major 
diameter 

pitch 
diameter 

single 
depth  of 
thread 

minor 
diameter 

tap 
drill 

decimal 
equiv. 

0 

80 

0.060 

0.0519 

0.00812 

0.0438 

3/64 

0.0469 

52 

0.0635 

1 

64 

0.073 

0.0629 

0.01015 

0.0527 

53 

0.0595 

47 

00785 

1 

72 

0.073 

0.0640 

0.00902 

0.0550 

53 

0.0595 

47 

W«U  (  Qtf 

0.0785 

2 

56 

0.086 

0.0744 

0.01160 

0.0628 

50 

0.0700 

42 

0.0935 

2 

64 

0.086 

0.0759 

0.01015 

0.0657 

50 

0.0700 

42 

0.0935 

3 

48 

0.099 

0.0855 

0.01353 

0.0719 

47 

0.0785 

37 

0.1040 

3 

56 

0.099 

0.0874 

0.01160 

0.0758 

45 

0.0820 

37 

0.1040 

4 

40 

0.112 

0.0958 

0.01624 

0.0795 

43 

0.0890 

31 

0.1200 

4 

48 

0.112 

0.0985 

0.01353 

0.0849 

42 

0.0935 

31 

0.1200 

5 

40 

0.125 

0.1088 

0.01624 

0.0925 

38 

0.1015 

29 

0.1360 

5 

44 

0.125 

0.1102 

0.01476 

0.0955 

37 

0.1040 

29 

0.1360 

6 

32 

0.138 

0.1177 

0.02030 

0.0974 

36 

0.1065 

.27 

0.1440 

6 

40 

0.138 

0.1218 

0.01624 

0.1055 

33 

0.1130 

27 

0.1440 

8 

32 

0.164 

0.1437 

0.02030 

0.1234 

29 

0.1360 

18 

0.1695 

8 

36 

0.164 

0.1460 

0.01804 

0.1279 

29 

0.1360 

18 

0.1695 

10 

24 

0.190 

0.1629 

0.02706 

0.1359 

25 

0.1495 

9 

0.1960 

10 

32 

0.190 

0.1697 

0.02030 

0.1494 

21 

0.1590 

9 

0.1960 

12 

24 

0.216 

0.1889 

0.02706 

0.1619 

16 

0.1770 

2 

0.2210 

12 

28 

0.216 

0.1928 

0.02320 

0.1696 

14 

0.1820 

2 

0.2210 

i/4 

20 

0.2500 

0.2175 

0.03248 

0.1850 

7 

0.2010 

'/4 

28 

0.2500 

0.2268 

0.02320 

0.2036 

3 

0.2130 

5/16 

18 

0.3125 

0.2764 

0.03608 

0.2403 

F 

0.2570 

5/16 

24 

0.3125 

0.2854 

0.02706 

0.2584 

1 

0.2720 

% 

16 

0.3750 

0.3344 

0.04059 

0.2938 

5/16 

0.3125 

3/8 

24 

0.3750 

0.3479 

0.02706 

0.3209 

Q 

0.3320 

7/16 

14 

0.4375 

0.3911 

0.04639 

0.3447 

U 

0.3680 

7/16 

20 

0.4375 

0.4050 

0.03248 

0.3725 

25/64 

0.3906 

'/2 

13 

0.5000 

0.4500 

0.04996 

0.4001 

27/64 

0.4219 

!/2 

20 

0.5000 

0.4675 

0.03248 

0.4350 

% 

0.4531 

9/l6 

12 

0.5625 

0.5084 

0.05413 

0.4542 

31/64 

0.4844 

9/16 

18 

0.5625 

0.5264 

0.03608 

0.4903 

"764 

0.5156 

5/8 

11 

0.6250 

0.5660 

0.05905 

0.5069 

% 

0.5313 

5/8 

18 

0.6250 

0.5889 

0.03608 

0.5528 

37/64 

0.5781 

3/4 

10 

0.7500 

0.6850 

0.06495 

0.6201 

% 

0.6562 

3/4 

16 

0.7500 

0.7094 

0.04059 

0.6688 

ll/16 

0.6875 

ft 

9 

0.8750 

0.8028 

0.07217 

0.7307 

49/64 

0.7656 

% 

14 

0.8750 

0.8286 

0.04639 

'  0.7822 

13/16 

0.8125 

1 

8 

.0000 

0.9188 

0.08119 

0.8376 

y» 

0.8750 

1 

14 

.0000 

0.9536 

0.04639 

0.9072 

15/16 

0.9375 

1'/8 

7 

.1250 

1.0322 

0.09279 

0.9394 

63/64 

0.9844 

11/8 

12 

.1250 

1.0709 

0.05413 

1.0167 

13/64 

1.0469 

1'/4 

7 

.2500 

1.1572 

0.09279 

1.0644 

17/64 

1.1094 

1!/4 

12 

.2500 

1.1959 

0.05413 

1.1417 

1H44 

1.1719 

13/8 

6 

.3750 

1.2667 

0.10825 

.1585 

T/32 

1.2188 

13/8 

12 

.3750 

1.3209 

0.05413 

.2667 

1% 

1.2969 

tfc 

6 

.5000 

1.3917 

0.10825 

.2835 

IHfc 

1.3438 

1!/2 

12 

1.5000 

1.4459 

0.05413 

.3917 

1"/64 

1.4219 

13/4 

5 

1.7500 

1.6201 

0.12990 

.4902 

19/16 

1.5625 

2 

4'/2 

2.0000 

1.8557 

0.14434 

1.7113 

1% 

1.7813 

AI-9 


Table  AI-9.— Full  Thread  Produced  in  Tapped  Holes  (Percentage) 


top 

tap 
drill 

decimal 
tap  drill 

usual 
hole  size 

thread 
percentage 

tap 
tap         drill 

decimal 
tap  drill 

usual 
hole  size 

thread 
percentage 

0-80 

56 

0.0465 

0.0480 

74 

36 

0.1065 

0.1088 

55 

3/4 

0.0469 

0.0484 

71 

6-32         37 

0.1040 

0.1063 

78 

1-64 

54 

0.0550 

0.0565 

81 

36 

0.1065 

0.1091 

71 

53 

0.0595 

0.0610 

59 

7/64 

0.1094 

0.1120 

64 

35 

0.1100 

0.1126 

63 

1-72 

53 

0.0595 

0.0610 

67 

34 

0.1110 

0.1136 

60 

Me 

0.0625 

0.0640 

50 

33 

0.1130 

0.1156 

55 

2-50 

51 

0.0670 

0.0687 

74 

6-40         34 

0.1110 

0.1136 

75 

50 

0.0700 

0.0717 

62 

33 

0.1130 

0.1156 

69 

49 

0.0730 

0.0747 

49 

32 

0.1160 

0.1186 

60 

2-64 

50 

0.0700 

0.0717 

70 

8-32         29 

0.1360 

0.1389 

62 

49 

0.0730 

0.0747 

56 

28 

0.1405 

0.1434 

51 

3-48 

48 

0.0760 

0.0779 

78 

8-36         29 

0.1360 

0.1389 

70 

%4 

0.0781 

0.0800 

70 

28 

0.1405 

0.1434 

57 

47 

0.0785 

0.0804 

69 

9/64 

0.1406 

0.1435 

57 

46 

0.0810 

0.0829 

60 

45 

0.0820 

0.0839 

56 

10-24         27 

0.1440 

0.1472 

79 

26 

0.1470 

0.1502 

74 

3-56 

46 

0.0810 

0.0829 

69 

25 

0.1495 

0.1527 

69 

45 

0.0820 

0.0839 

65 

24 

0.1520 

0.1552 

64 

44 

0.0860 

0.0879 

48 

23 

0.1540 

0.1572 

61 

5/32 

0.1563 

0.1595 

56 

4-40 

44 

0.0860 

0.0880 

74 

22 

0.1570 

0.1602 

55 

43 

0.0890 

0.0910 

65 

42 

0.0935 

0.0955 

51 

10-32             5/32 

0.1563 

0.1595 

75 

3/32 

0.0938 

0.0958. 

50 

22 

0.1570 

0.1602 

73 

21 

0.1590 

0.1622 

68 

4-48 

42 

0.0935 

0.0955 

61 

20 

0.1610 

0.1642 

64 

3/32 

0.0938 

0.0958 

60 

19 

0.1660 

0.1692 

51 

41 

0.0960 

0.0980 

52 

12-24         ii/64 

0.1719 

0.1754 

75 

5-40 

40 

0.0980 

0.1003 

76 

17 

0.1730 

0.1765 

73 

39 

0.0995 

0.1018 

71 

16 

0.1770 

0.1805 

66 

38 

0.1015 

0.1038 

65 

15 

0.1800 

0.1835 

60 

37 

0.1040 

0.1063 

58 

14 

0.1820 

0.1855 

56 

5-44 

38 

0.1015 

0.1038 

72 

12-28         16 

0.1770 

0.1805 

77 

37 

0.1040 

0.1063 

63 

15 

0.1800 

0.1835 

70 

Table  AI-9.— Full  Thread  Produced  in  Tapped  Holes  (Percentage)— Continued 


tap 

tap 
drill 

decimal 
tap  drill 

usual 
hole  size 

thread 
percentage 

tap 

tap 
drill 

decimal 
tap  drill 

usual 
hole  size 

thread 
percentage 

12-28 

14 

0.1820 

0.1855 

66 

/2-13 

27/64 

0.4219 

0.4266 

73 

13 

0.1850 

0.1885 

59 

7/16 

0.4375 

0.4422 

58 

3/16 

0.1875 

0.1910 

54 

/2-20 

29/64 

0.4531 

0.4578 

65 

W-20 

9 

0.1960 

0.1998 

77 

8 

0.1990 

0.2028 

73 

9/i6-12 

% 

0.4688 

0.4736 

82 

7 

0.2010 

0.2048 

70 

31/64 

0.4844 

0.4892 

68 

13/64 

0.2031 

0.2069 

66 

6 

0.2040 

0.2078 

65 

9/l6-18 

'/2 

0.5000 

0.5048 

80 

5 

0.2055 

0.2093 

63 

33/64 

0.5156 

0.5204 

58 

4 

0.2090 

0.2128 

57 

5/8-11 

17/32 

0.5313 

0.5362 

75 

M-28 

3 

0.2130 

0.2168 

72 

35/64 

0.5469 

0.5518 

62 

7/32 

0.2188 

0.2226 

59 

2 

0.2210 

0.2248 

55 

5/8-18 

9/16 

0.5625 

0.5674 

80 

37/64 

0.5781 

0.5831 

58 

Vie-IB 

F 

0.2570 

0.2608 

72 

G 

0.2610 

0.2651 

66 

3/4'10 

41/64 

0.6406 

0.6456 

80 

17/64 

0.2656 

0.2697 

59 

21/32 

0.6563 

0.6613 

68 

H 

0.2660 

0.2701 

59 

3/4-16 

U/16 

0.6875 

0.6925 

71 

5/i6-24 

H 

0.2660 

0.2701 

78 

1 

0.2720 

0.2761 

67 

7/8-9 

<9/64 

0.7656 

0.7708 

72 

J 

0.2770 

0.2811 

58 

25/32 

0.7812 

0.7864 

61 

3/8-18 

5/16 

0.3125 

0.3169 

72 

7/8-14 

51/64 

0.7969 

0.8021 

79 

0 

0.3160 

0.3204 

68 

13/16 

0.8125 

0.8177 

62 

p 

0.3230 

0.3274 

59 

1-8 

55/64 

0.8594 

0.8653 

83 

3/s-24 

21/64 

0.3281 

0.3325 

79 

7/8 

0.8750 

0.8809 

73 

Q 

0.3320 

0.3364 

71 

57/64 

0.8906 

0.8965 

64 

R 

0.3390 

0.3434 

58 

% 

0.9063 

0.9122 

54 

7/ie-14 

T 

0.3580 

0.3626 

81 

1-12 

29/32 

0.9063 

0.9123 

81 

23/64 

0.3594 

0.3640 

79 

59/64 

0.9219 

0.9279 

67 

u 

0.3680 

0.3726 

70 

15/16 

0.9375 

0.9435 

52 

3/8 

0.3750 

0.3796 

62 

V 

0.3770 

0.3816 

60 

1-14 

59/64 

0.9219 

0.9279 

78 

15/16 

0.9375 

0.9435 

61 

7/ie-20 

w 

0.3860 

0.3906 

72 

25/64 

0.3906 

0.3952 

65 

X 

0.3970 

0.4016 

55 

Table  AI-10.—  American  National  Pipe  Thread 


.  —  L»   —^         Length  of 

&^s  \"XXXN^;s 

^--  effect 

ive  thread 

A  -  Pitch  diameter  of  thread  atend  of  pipe                                                     VN\^  IJ^ 

B  =  Pitch  diameter  of  thread  atgouging  notch                        Engagement  ^jSvv^ 

V~ 

Ineffective  thread 

D=  Outside  diameter  of  pipe                                                                        f  <222z2& 

xvffiffilfc 

U'MnrmnliifinnnmnAntlwhfinflhntitfnftn                                                                                  A 

D     Taoer  3/4  in.  o*r  fo 

•  nurfnu  i  irnyuijvniwii  ujr  nunu  i/aiwccn                                                                             ** 

/ 

on  diameter 

external  and  internal  tnreoo                                                                     1    ^//AJAF/AJ 

%%'%%&{ 

Tap  Drills  for 

Pitch  Diameter 

length 

Pipe 

Depth 

Pipe  Threadi 

Threadi 

O.D. 

of 

Minor 

She 

P*r 

D 

Thread 

Ota  meter 

Site 

Inchet 

Inch 

A 

B 

LJ 

Ll 

Inctofl 

Inches 

Small  End 

DrW 

Inchei 

IfKhei 

'  Indict 

hchei 

of  Pipe 

i/fc 

27 

.36351 

.37476 

.2639 

.180 

.405 

.02963 

.3339 

R 

14 

18 

.47739 

.48989 

.4018 

.200 

.540 

.04444 

.4329 

>/* 

% 

18 

.61201 

.62701 

.4078 

.240 

.675 

.04444 

.5676 

>%4 

'/i 

14 

75843 

.77843 

.5337 

.320 

.840 

.05714 

.7013 

'ft 

% 

14 

.96768 

.98887 

.5457 

.339 

1.050 

.05714 

.9105 

*%4 

1 

11V4 

1.21363 

1.23863 

.6828 

.400 

1.315 

.06957 

1.1441 

Ife 

114 

1114 

1.55713 

1.58338 

.7068 

.420 

1.660 

.06957 

1.4876 

1  '/I 

114 

11  '/i 

1.79609 

1.82234 

.7235 

.420 

1.900 

.06957 

1.7265 

14%4 

2 

1114 

2.26902 

2.29627 

.7565 

.436 

2.375 

.06957 

2.1995 

2& 

2V4 

8 

2.71953 

2.76216 

1.1375 

.682 

2.875 

.10000 

2.6195 

2% 

3 

8 

3.34062 

3.38850 

1.2000 

.766 

3.500 

.10000 

3.2406 

3V4 

3!6 

8 

3.83750 

3.88881 

1.2500 

.821 

4.000 

.10000 

3.7375 

3% 

4 

8 

4.33438 

4.38712 

1.3000 

.844 

4.500 

.10000 

4.2344 

4% 

Table  AMI.— 3-Wire  Method— American  National  Std. 


M  =  D  —  (1.5156  X  P)  +  (3  X  W) 

,-« 

-, 

86603 

|            ,  

*        \ 

PD  —  M  +           .ooog.j                  ^  ^  ^ 

No.  of  thds. 

m 

per  inch 

M,  —  M, 
To  Chcclc  Ancle 

^s 

W,  —  W, 

—  (?•-•  —  ^- 

p  ^i^==- 

J7  ,w 

M  =  Measurement  over  beat  size  wire. 

d£=S£ 

VPD 

-i  ^ 

Mi  =  Measurement  over  maximum  size  wire 

M,  =  Measurement  over  minimum  size  wire 

D  =  Outside  Diameter  of  Thread. 

P.D.  =  Pitch  Diameter. 

W  =  Diameter  Best  size  wire. 

0.57735 

X  pitch 

Wt  =  Diameter  maximum  size  wire. 

0.90 

X  pitch. 

Wi  =  Diameter  minimum  size  wire. 

0.56 

X  pitch 

No.  Thds.            Pitch            Best  Wire  Size 
per  inch      Thds.  per  inch      .57736  x  Pitch 

Maximum 
Wire  Size 

Minimum 
Wire  Size 

4                 .250000                 .144337 

.226000 

.140000 

4V4             .222222                 .128300 

.200000 

.124444 

5                 .200000                 .115470 

.180000 

.112000 

5V4            .181818                 .104969 

.163636 

.101818 

6                 .166666                 .096224 

.149999 

.093333 

7                 .142857                 .082478 

.128571 

.080000 

7'/2             .133333                 .076979 

.120000 

.074666 

8                 .125000                 .072168 

.112500 

.070000 

9                 .111111                  .064149 

.100000 

.062222 

10                 .100000                 .057735 

.090000 

.050000 

1  1                 .090999                 .052486 

.081818 

.050909 

1  1  4             .086966                 .050204 

.078260 

.048695 

12                 .083333                 .048112 

.075000 

.046666 

13                  .076923                  .044411 

.069231 

.043077 

14                 .071428                 .041239 

.064285 

.040000 

1  6                 .062600                 .036084 

.056250 

.035000 

18                 .065655                 .032074 

.050000 

.031111 

20                 .050000                 .028867 

.045000 

.028000 

22                 .045454                  .026242 

.040909 

.025454 

24                  .041606                  .024055 

.037499 

.023333 

2G                .038461                  .022205 

.034615 

.021538 

27                 .037037                 .021383 

.033333 

.022543 

28                 .035714                  .020620 

.032143 

.020000 

30              .o:t:(:i.'t:i               .019244 

.030000 

.018666 

32                 .031250                 .018042 

.028125 

.017500 

36                .027777                  .016037 

.024999 

.015555 

40                .025000                 .014433 

.022500 

.014000 

44                 .022727                 .013121 

.020454 

.014727 

48                .020833                 .012027 

.018750 

.011666 

50                .020000                 .011547 

.018000 

.011200 

56                 .017857                  .010309 

.016071 

.010000 

Table  AI-12. — Diagonals  of  Squares  and  Hexagons 


E  =  1.4142d 
D-1.1547d 


d 

D 

E 

d 

D 

E 

d 

D 

E 

% 

fe 

0.28*6 
0.3247 
0.3608 

0.3535 
0.3977 
0.4419 

1>/4 
1%2 

15Ae 

1.4434 
1.4794 
1.5155 

1  .7677 
1.8119 
t.8561 

2S4« 
*% 

2Vl6 

2.6702 
2.7424 
2.8145 

3.2703 
3.3587 
3.4471 

H" 
\* 

0.3968 
0.4329 
0.4690 

0.4861 
0.5303 
0.5745 

1^2 

1*%2 

1,5516 
1.5877 
1.6238 

1.9003 
1.9445 
1.9887 

*% 

29/16 

2% 

2.8867 
2.9583 
3.0311 

3.5355 
3.6239 
3.7123 

7/if 
I?* 

0.5051 
0.5412 
0.5773 

0.61  87 
0.6629 
0.7071 

17/16 
1l%2 

iv* 

1.6598 
1.6959 
1.7320 

2.0329 
2.0771 
2.1213 

2'y16 

«% 
2'M. 

3.1032 
3.1754 
3.2476 

3.8007 
3.8891 
3.9794 

17/»2 
f/16 
19/33 

0.6133 
0.6494 
0.6855 

0.7513 
0.7955 
0.8397 

1l7/42 
19/16 
1J%J 

1.7681 
1  .8042 
1.8403 

2.1655 
2.2097 
2.2539 

*% 

2l5/!« 

3.3197 
3.3919 
3.4641 

4.065S 
4.1542 
4.2426 

\, 
"At 

0.7216 
0.7576 
0.7937 

0.8839 
0.9281 
0.9723 

1% 
12f/»2 

1"/u 

1.8764 
1.9124 
1.9485 

2,2981 
2.3423 
2.3865 

3Vie 
3% 

33/16 

3.5362 
3.6084 
3.6806 

4.3310 
4.4194 
4.5078 

2%2 
K 
2%2 

0.8298 
0.8659 
0.9020 

1.0164 
1.06O6 
1.1048 

123/3: 
13/( 

12S/37 

1.9846 
2.0207 
2.0568 

2.4306 
2.4708 
2.5190 

3% 

35/16 

3% 

3.7527 
3.8249 
3.8971 

4.5962 
4.6846 
4.7729 

13/16 
2%2 
7/8 

0.9380 
0.9741 
1.0102 

1.1490 
1.1932 
1.2374 

1I3/1* 

12%: 
1% 

2.0929 
2.1289 
2.1650 

2.5632 
2.6074 
2.6516 

3Vl6 

3% 

3Vi« 

3.9692 
4.041  4 
4.1136 

4.861  3 
4.9497 
5.0381 

29/32 
15/16 
31/32 

1.0463 
1.0824 
1.1184 

1.2816 
1.3258 
1.3700 

12% 
1l5/i 
13tt 

2.2011 
2.2372 
2.2733 

2.6958 
2.7400 
2.7842 

3% 
3»M» 

33/4 

4.1857 
4.2579 
4.3301 

5.1265 
5.2149 
5.3033 

1 

1%2 
1Vl6 

1.1547 
1.1907 
1.2268 

1.4142 
1.4584 
1.5026 

2 

«%2 
2Vl6 

2.3094 
2.3453 
2.3815 

2.8284 
2.8726 
2.9168 

3i3/i« 
3% 

3IS/16 

4.4023 
4.4744 
4.5466 

5.3917 
5.4801 
5.5684 

13/32 
1% 
1%2 

1  .2629 
1.2990 
1.335 

1.546 
1.591 
1.635 

2%2 

2v£ 

25/32 

2.4176 
2.4537 
2.489 

2.961  0 
3.0052 
3.049 

4 
4V. 

4'/4 

4.6188 
4.7631 
4.907 

5.6568 
5.8336 
6.0104 

1V16 
1%2 

1.371 
1.407 

1.679 
1.723 

2Vl6 
»'/4 

2.5259 
2.598 

3.093 
"3.182 

4% 
4% 

5.051 
5.196 

6.1872 
6.3639 

Table  AI-13.— Circles 


Circumference  of  a  circle  -  diameter  X  3.1416 
Diameter  of  a  circle  -  circumference  X  .31831 
Area  of  a  circle  -  the  square  of  the  diameter  X  .7854 

Surface   of  a   ball   (sphere)  -  the  square  of  the 
diameter  X  3.1416 

Side  of  a  square  inscribed  in  a  circle  -  diameter  X 
.70711 

Diameter  of  a  circle  to  circumscribe  a  square  -  one 
side  X  1.4142 

Cubic  inches   (volume)  in  a  ball  -  cube  of  the 
diameter  X  .5236 


When  doubled,  the  diameter  of  a  pipe  increases  its 
capacity  four  times 

Radius  of  a  circle  X  6.283185  -  circumference 
Square  of  the  circumference  of  a  drcle  X  .07958  • 


area 


1/2  circumference  of  a  circle  X  1/2  its  diameter  - 
area 

Circumference  of  a  circle  X  .159155  -  radius 
Square  root  of  the  area  of  a  circle  X  .56419  -  radius 

Square  root  of  the  area  of  a  circle  X  1.12838  - 
diameter 


Table  AI-14.— Keyway  Dimensions 


shaft 
dia 

square 
keyways 

Woodruff  keyways* 

/cey 

thickness 

cutter  o*/a 

s/ot  depth 

0.500 

Vt   X  '/16 

404 

0.1250 

0.500 

0.1405 

0.562 

1  A   v  I/  c 

/O     ^>     /lO 

404 

0.1250 

0.500 

0.1405 

0.625 

5/32   X  5/64 

505 

0.1562 

0.625 

0.1669 

0.688 

3/16  X  3/32 

606 

0.1875 

0.750 

0.2193 

0.750 

3/16  X  3/32 

606 

0.1875 

0.750 

0.2193 

0.812 

3/16  X  3/32 

606 

0.1875 

0.750 

0.2193 

0.875 

7/32   X  7/64 

607 

0.1875 

0.875 

0.2763 

0.938 

/4    X   /8 

807 

0.2500 

0.875 

0.2500 

1.000 

IX    ^   Lfi 

808 

0.2500 

1.000 

0.3130 

1.125 

5/16  X  5/32 

1009 

0.3125 

1.125 

0.3228 

1.250 

5/16  X  5/32 

1010 

0.3125 

1.250 

0.3858 

1.375 

3/8   X  3/16 

1210 

0.3750 

1.250 

0.3595 

1.500 

»/8   X  3/16 

1212 

0.3750 

1.500 

0.4535 

1.625 

3/8    X  3/16 

1212 

0.3750 

1.500 

0.4535 

1.750 

7/16   X  7/32 

«  .     x-~— 

-  Cutter 

1.875 

'/2    X  '/4 

-f^T    t  -H(-     .x^ 

2.000 

J/2   X  !4 

(^  ^fry    -iW^-^     ^^ 

2.250 

5/8    X  5/16 

~5~  '       \  v  J 

2.500 
2.750 

5/8    X  5/]6 
3/4    X  3/8 

\   ^^ 
Slot-depth 

pN.,,'       — 

~      I/2W     ^J  U.  w 

3.000 

3/4    X  3/g 

^*S^*J     1          ' 

<>  —  x'  j_j  r 

3.250 

3/4    X  3/8 

Key     ^*JL.A 

3.500 

/  &   ^s   /1  6 

w^^Tv 

\J~JT    v    y 

4.000 

1    X  !/2 

T  xq-/      ^- 

"The  depth  of  a  Woodruff  keyway  is  measured  from  the  edge  of  the  slot. 


AI-14 


£ 

1 


a 

9 

a 


5 

1 

•5 

9 


o 

4) 

<n 

8  =  ,-=;     «-R!;S     -  =  5S5     SS  =  -S 

r»cnco^r«—         «nv>*rom 

JS.   Q) 

.*:  c 

c 

1 

10  •—  CM  *v                •—  co«r>«—  CM         «»         CM  co  10         •—  CM  ^r         •— 

o*1? 

c  j: 

O   o 

TJ 

o 

10 

O<VOO«ICM          '<rcM>vcMaa          CM  ao  CM  «o  «O          CM«a«r«vi«g 
«VCOCM^-                •«•         ir>  CM  *         .—  CM  "»  *  ^         m  *  co         10 

^r  oo  co  oo  CM         OCMOBOO 
co  »—  CM  ^                «-•«-•        *m 

TJ 

£• 

3   0» 

c 

locsincam         o>«rcecoi»         CM  <o  o  •^  oo         cM«ae^rr« 
•vcMinco                co^-^rcMio         co         »»•—  ^         <Mtnco         co 

—  10  «o  ~-  10         ao  ~-  **•  tA  <n 
•-•v^-incM         mco        <K 

C   ° 

6. 

0) 

TJ 

^             CM             CMCMCMCM                       CMCMCMCMCM             CM    CM    CM    CM 

8.   o 

:    "o 

X     ° 

**?            ^^             ^^5S^^                     ^^^V,             ^S.            ^ 

XXXXX       X       XXX 

5   c 

o 

o> 

i»°           trjio         m  ^-  •»  *r  co         CM  CM  •—  •—                      inMrcocM 

•»  ro  •—  u>          S          •»  «—  S  S 

c: 

'i 

<x>  m  CM  o  cr>         oo  r-~  CD  10  -^r         co  CM  »—  ea  <n         «o  to  ur>  co  •— 
.—  CMCO-WT         10         •—  CMCO         •*•  tn         ~-  T—         IMCO^T         CM 

cnio^rcMcn         f.  10  CM  ea  r~  10 

CO    IO    —    CO    »»•                      CM**1            »-    CO 

§  § 

Q| 

•0 

$ 

CM    •—    —    T    to             TCOCMCM"—             m^cOCM»—                      lOCOr-^C1 

•-CO            CM1*            ^^-CMCO^T* 

If 

C 
1 

f~-<0'»-»-cn         r»-ioc«o»-en         w'rcMooo         to  co  .-  r~  CM 
co«»         CMCO         10  —  com                CM**         CMCO         10  •—  «o         ^r 

•B)cocn<ro>         in  O  in  o  in  o 
•»incN         co         «»in<M        c*k*-> 

- 

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TJ 

4) 
0. 

v    o 

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i.    £ 

£    «> 

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•«•  on  r~.  u>  -°r         cMCMr—apio         «o»—  CMCMCH         «o  10  CM  CM  •— 

^-CMIOCMIO              CM     IO    «—     «*     »—               ^»-    «~     •»    »—    CO                        CO              CO 

saaaa    «  =  *«  = 

c 

E 

•-••—         CMCMcoco^f         ^r^«o>"                      »~  •"  r-4  TM 

Scoco-r-r         «* 

0   5 
0 

d» 

4) 
T> 

0 
«l 
M 

oo  oo  ••r  CM  «o         •"r<v'^r«»c3         escst^r'W«»         «eca'»-<rcM 
<5trtu£tn7         ^••^cococo         S«MCMCM»-         •-  — 

"8SSS      3S««SS 

tt)   0> 

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"o  o 

C 

E 

--=as    5S"=s    Rs*a»    =a«5S 

s-2«=    Sa-=sa 

ci» 

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0. 

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Q.    £ 

«**»    *****    *#*#*    ***** 

*****    ****** 

AM5 


Table  AI-16.— Tapers  in  Inches  (Brown  and  Sharpe) 


IT 


ARBORS  COLLETS 

TAPER    I  V<4   P£«   FOOT 


taper 
no. 

taper 
per 
foot 

plug 
dia.  at 
small 
end, 

D 

plug  depth  (  P) 

keyway 
from 
end  of 
tpindle, 

K 

•hank 
depth, 

S 

keyway 
length, 

L 

keyway 
width, 

W 

arbor 
tongue 
length, 

T 

arbor 
tongue 
dlo., 

d 

arbor 
tongue 
thick- 
nee  • 

t 

>ongue 
circle 
radius, 

C 

tongue 
radius, 

a 

limit  for 
tongue 
to 
project 
through 
test  tool 

eas 

stand. 

for 
mill 
mach. 

misc. 

1 

0.50200 

0.20000 

% 

% 

13/!« 

'/, 

0.135 

3/!6 

0.170 

H 

Mi 

0.030 

0.003 

2 

0.50200 

0.25000 

IMl 

1"/64 

114 

'/? 

0.166 

V, 

0.220 

Va 

Mi 

0.030 

0.003 

3 

0.50200 

0.31250 

V/J 

1'/4 

2 

1% 
1% 
1% 

1» 

21/. 
23/, 

H 
H 
K 

0.197 
0.197 
0.197 

s/l« 
>/.« 

Vl6 

0.282 
0.282 
0.282 

Ms 
Mi 
Vii 

Mi 
Mi 

3/.« 

0.040 
6.040 
0.040 

0.003 
0.003 
0.003 

4 

0.50240 

0.35000 

1"/u 

V/4 

1% 
1% 

1% 

2>/3? 

% 
"/,« 

0.228 
0.228 

% 
% 

0.320 
0.320 

'/a 

'/« 

Mi 
Mi 

0.050 
0.050 

0.003 
0.003 

5 

0.50160 

0.45000 

2'/« 

m. 

2 

1% 

1% 

2'/,i 

2Me 
2'/it 
2Vu 

H 

J/4 

y< 

0.260 
0.260 
0.260 

H 
H 

H 

0.420 
0.420 
0.420 

Vi 
'/« 

'/4 

Mi 
Mi 
Mi 

0.060 
0.060 
0.060 

0.003 
0.003 
0.003 

6 

0.50329 

0.50000 

2'/« 

2% 

2H 

H 

0.291 

'/it 

0.460 

% 

Mi 

o.oro 

0.005 

7 

0.50147 

0.60000 

2ft 

3 

2fc 

2% 

2% 

2% 

3'/J2 
3'J/32 
3"/37 

1S/U 

% 

'Ms 

0.322 
0.322 
0.322 

% 
% 
% 

0.5SO 
0.560 
0.560 

M» 
Mi 
Mi 

H 

H 
H 

0.070 
0.070 
0.070 

0.005 
0.005 
0.005 

8 

0.50100 

0.75000 

3Mi 

3»/(4 

4'/, 

1 

0.353 

Vi 

0.710 

% 

M 

0.010 

0.005 

9 

0.50085 

0.90010 

4'/4 

4 

3JI 

4'/, 

4H 
4H 

I'/l 
1l/« 

0.385 
0.385 

Vii 
Vii 

0.860 
0.860 

'/• 
H 

Mi 
Mi 

0.100 
0.100 

0.005 
0.005 

10 

0.51612 

1.04465 

5 

5»/n 

6'/32 

4% 
5% 
8Vii 

5»/32 

61J/3J 

6% 

1V.4 

IVu 

1S/1( 

0.447 
0.447 
0.447 

?1/3Z 
% 

*yfe 

1.010 
1.010 
1.010 

Mi 
Mi 
Mi 

Mi 
Mi 
Mi 

0.110 
0.110 
0.110 

0.005 
0.005 
0.005 

11 

0.50100 

1.24995 

5% 

6]/4 

5% 

6% 

6% 
7% 

1M. 

iy,s 

0.447 
0.447 

?w? 

?1/i? 

1.210 
1.210 

'/!« 

Mi 

'/$ 
'/i 

0.130 
0.130 

0.005 
0.005 

12 

0.49973 

1.50010 

IV, 

71/, 

SK 

6% 

7% 

m 

0.510 

« 

1.480 

14 

H 

0.150 

0.005 

13 

0.50020 

1.75005 

1% 

TMi 

IMi 

m 

0.510 

K 

1.710 

H 

H 

0.170 

0.010 

14 

0.50000 

2.00000 

VA 

8'/4 

IJfc 

Wa 

1% 

0.572 

% 

1.960 

Mi 

Vt 

0.190 

0.010 

15 

0.50000 

2.25000 

83/4 

1% 

¥Vn 

1"/u 

0.572 

% 

2.210 

Mi 

Yi 

0.210 

0.010 

16 

0.50000 

2.50000 

914 

9 

101/4 

1H 

0.635 

% 

2.450 

H 

1 

0.230 

0.010 

17 

0.50000 

2.75000 

9J/4 

18 

0.50000 

3.00000 

10'/« 

AI-16 


O 

5 


H 

1 


r-^ 


v 

I 
H 


!i 


1^1  S 

csicsjf^!P»         5ptJ»P.& 

1 

e 

&   0 

•o 

*»    «*                                1 

o 

M 

I!" 

«^s  stis 

w 

S^    <5 

»»g§    «H«s 

— 

c>  o  o  a         _*-cM*n 

E 
•5 

»f  c    0. 

rMe>CM«a         om«aca 
un«0r>.r>.         cxr«.»—  jp 
CM  c»  ir»  i-         a  T  —  .  I-. 

eaooo        ^.^.CMCM 

a  o 

0  —  rsi  m        *rmi*r- 

*   •• 

6 '5 


S(S 

M  -f 


Table  AI- 18.— Drill  Sizes  for  Taper  Pins 


Small 
Diameter 


Length 


Large 
Diameter 


Drill  size  should  be  approximately 
0.005  smaller  than  small  diameter 


Tapers  1/4  In.  per  foot 
Small  diameter^  large  diameter- length  X  0.02083 


NHM0ER     7/0       8/0       5/0       4/0        3/0       2/0         0  1  2  3  4  5  8  7  1  1  10          11 

DIAMETER 
AT  LARttE 

END       0.0825   0.071     0.014     0.101     0.125     0.141     0.158     0.172     0.193     0.21!     0.250     0.211     0.341     0.401     0.412     0.511      0.707     1.157 


LENQTH 


DIAMETER  OF  SMALL  END  OF  PIN  AND   DRILL  SIZE 


LENQTH 


1.0573  0.0721  

54  50 

1.9547  0.0702  0.01(2    

55  51        45 

0.0521  0.0878  0.0138  0.0988  0.1148  0.1308  0.1458  0.1816 

58  52  48  41  34  30  V4<  Vit 

8.0415  0.0(50  0.0110  0.0180  0.1120  0.1210  0.1430  0.1510 

51  52  to  Vii  to  K  to  H 


(.04(1   0.0(24   0.0714  0.0134  0.1014  0.1254  0.1404  0.1  j(4  0.1774  0.2034  0.2344 

58          53         41  43          38         31          29         24  'to  1  1 

0,0598   0.0751  0.0901  0.10(1  0.1228  0.1371  0.1531  0.1741  0.2001  0.2311  

54         41  43          37         31          21     .     25  II  9  1 

0.0572    0.0732  0.0112  0.1042  0.1202  0.1352  0.1512  0.1722  0.1912  0.2292  0.2(12    0.3202 

54         50  44          31         32         30         28  11  10  2  GO 

0.0158  0.1018  0.1171  0.1328  0.1411  0.1818  0.1158  0.2288  0.2858    0.3178 

45          31         33         30         27  II  11  2  G  Mi 


1H 

M 

1M 


IVi 


0.0130    0.0990    0.1150    0.1300    0.1480    0.1870    0.1130    0.2240    0.2830    0.3UO    0.3130 

48          41          33         Vt         to         20         tf,        M*          F  N         W 
0.0114    0.1124    0.1274    0.1434    0.1844    0.1104    0.2214    0.2804    0.3124   0.3104 


'At        to         W  -to         20        Mi          3  F          N  W 

0.0131   0.1091  0.1241  0.1401  O.Htl  0.1171  0.2111  0.2571  0.3011  0.3771  0.4(01 

43          38          31  28         '/it          14           3  K           N  U  'to 

0.1045  0.1195  0.1355  0.1585  0.1125  0.2135  0.2525  0.3045'  0.3725  0.4555 

31         32  30          24          11          4  0  'to  «         Mi 


0.1111   0.1401    0.1888   0.1979    0.23(1    0.21(1   0.35(1"  0.4391   0.5310    0.8540 


32 


21 


20 


10        'to 


«to 


4to 


0.1357    0.1117    0.1127    0.2317    0.2137    0.3517    0.4347    0.5331    1.I4K 
30         '/fa        Mi          1  J         "/ii       'to       'to       4to 


1H 


1* 


2             0.0993 
41 

0.1143 
34 

0.1303 

0.1513 
21 

0.1773 
'to 

0.2203 
'to 

0.2473 
C 

0.2113 
M 

0.3173 
'to 

0.4503 
Mi 

0.5414  
"At  

2 

0.1251 
31 

0.1481 
27 

0.1721 
11 

0.2031 
1 

0.2421 
1 

0.2141 

L 

0.3821 
T 

0.4451 
Mi 

0.5442  

2V4 

2K 


Table  AI-18.— Drill  Sizes  for  Taper  Pins— Continued 


NUMBER     7/0       6/0        5/0       4/03/02/00           1            2           3           4           5           $           7           1           9  10  tl 

DIAMETER  ~~~~~" 

AT  LARGE 

END       O.OS25    0.071     O.OJ4     0.109     0.12S     0.141     0.15S     0.172     0.193     0.219     0.250     0.219     0.341      0.409     0.492     0.591  0.707  9.157           X 

LENGTH                                                                  DIAMETER  OF  SMALL  END  OF  PIN  AND  DRILL  SIZE  LENGTH 

3  ................................................    0.1305   0.1515   0.117$   0.22*5   0.2795    0.34S5   0.4295  0.5295  9.9435  17975        3 

30         24          14          2           1            R        in,       «H4  H  »/fe 

3U          ............................................................    0.1923   0.2213   0.2733    0.3413   0.4243   0.5233  0.9393  0.7923        3K 

«        '/a       "A*         0          Z         "At  H  M/fa 

3tt          .............................  ................................    0.1771    0.2191    0.2911    0.3391    0.4191    0.5111  0.9331  9.79T1        3Vi 

n/t4         J          6           Q         "/it         Vi  K  n/a 

3K          ........................................................................    0.2629    0.3309   9.413S   O.S129  9.9279  0.79U        IK 

_          F        »/t4       "At        M  "yfe  "A*  _ 

4  ........................................................................    9.2577    0.3257   9.4097   9.5077  9.9227  9.7797        4 

W           P          Y          H  M/4*  «M4 

45*          ..............................................................................    0.3205  0.4035  0.5025  9.9175  0.771J        4W 

0          X         »V4«  »%4  »%4 

4^          ..............................................................................    9.3153   9.3993    0.4973  9.9123  9.7993        4V4 

Mi       »/i4       »/44  »»/4»  K 

4K          ....................................................................................    0.3931    9.4921  9.9971  9.7911        4W 

_  W        »A*  'Vb  H  _ 

5  ....................................................................................    0.3979   9.4999  9.9019  0.7559        5 

H        »%t  »/4f  M 

5y4          ..........................................................................................    9.4917  0.5997  0.7507        5K 

u/4i  »/44  *'^ 

5Ji          ..........................................................................................    0.47C5  0.5915  9.7455        SH 

1V4»  »A4  "^ 

SV,          .........................................................................................    0.4713  0.5993  9.7493        SK 

_  M^4  »/t«  4T>44  _ 

9             ..........................................................................................    9.4990  0.591*  9.73SI        9 

»/i4  Mi  "/fa 

6%          ................................................................................................  9.5759  9.7299        «H 


9.5709   0.7249        SW 
%•       "/4» 
9.5954    9.7194        9H 


7  ..............................................................................    0.5992    9.7142        7 

»A4         «%4 

7y,  ...................................    1.7999       7V4 

««>44 

VA      ..........  ...  ............................................  9.7834     m 


Table  AI-19.— Grinding  of  Twist  Drills 


Fig. 1-19-1          Fig.I-19-2 


Fig.I-19-3        Fig.I-19-4 


Fig.I-19-5        Fig.I-19-6 


Fig.  I -19 -7 


Fig.I-19-9 


(Do  Not  Dip  High-Speed  Drills  In  Water) 

Drilling  different  grades  of  materials  sometimes  requires  modification  of 
the  commercial  118°  drill  point  for  maximum  results.  Hard  materials  require 
a  blunter  point  with  the  more  acute  angle  for  softer  materials. 


Fig.  1-19-1 
and  M9-2 

Fig.  M9-3 


Fig.  1-19-4 


Fig.  M9-5 


Fig.  M9-6 
Fig.  M9-7 

Fig.  1-19-8 
Fig.  1-19-9 
Fig.  M9-10 


ANGLE  OF  POINTS 


Average  Class  of  Work 


Alloy  Steels,  Monel  Metal, 
Stainless  Steel,  Heat 
Treated  Steels,  Drop 
Forgings  (Automobile 
Connecting  Rods)  Brinell 
Hardness  No.  240 

Soft  and  Medium  Cast 
Iron,  Aluminum,  Marble, 
Slate,  Plastics,  Wood,  Hard 
Rubber,  Bakelite,  Fibre 

Copper,  Soft  and  Medium 
Hard  Brass 

Magnesium  Alloys 


Wood,  Rubber,  Bakelite, 
Fibre,  Aluminum,  Die 
Castings,  Plastics 

Steel  7%  to  13% 
Manganese,  Tough  Alloy 
Steels,  Armor  Plate  and 
hard  materials 

Brass,  Soft  Bronze 


Crankshafts,  Deep  Holes  in 
Soft  Steel,  Hard  Steel, 
Cast  Iron,  Nickel  and 
Manganese  Alloys 

Thin  Sheet  Metal;  Copper, 
Fibre,  Plastics,  Wood 


Point 


Flg.I-19-10 


118  included  angle 
12°  to  15°  Up  clearance 

125°  included  angle 
10°  'to  12°  lip  clearance 


90°  to  130°  included  angle 

12°  lip  clearance 

Flat  cutting  Up  for  marble 


100°  to  118°  included  angle 
12°  to  15°  lip  clearance 
60°  to  118°  included  angle 
15°  lip  clearance 
Slightly  flat  face  of  cutting 
lips  reducing  rake  angle  to 
56 


60   included  angle 
12°  to  15°  Up  clearance 


150   included  angle 
7°  to  10°  lip  clearance 
Slightly  flat  face  of  cutting 
lips 

118°  included  angle 
12°  to  15°  lip  clearance 
Slightly  flat  face  of  cutting 
lips 

118°  included  angle 
Chisel  Point 
9°  Up  clearance 


-5°  to  +12°  lip  angles 
For     drills    over     1/4" 
diameter  make  angle  of  bit 
point  to  suit  work 


Table  AI-20.—  Allowances  for  Fit 


( Grinding  Limits  for  Cylindrical  Parts ) 


Diameter 
(inches) 

Limits 
(inches) 

Diameter 
(inches) 

Limits 
(inches) 

Running  Fits  —  Ordinary  Speed 

Driving  Fits  —  Ordinary 

Up      to     1/2 
1/2  to  1 
1          to  2 
2         to  3-1/2 
3-1/2  to  6 

-  0.00025  to  -0.00075 
-  0.00075  to  -0.0015 
-  0.0015    to  -0.0025 
-  0.0025    to  -0.0035 
-  0.0035    to  -0.005 

Up      to     1/2 
1/2  to  1 
1         to  2 
2         to  3-1/2 
3-l/2to  6 

+    0.00025  to  +  0.0005 
+    0.001      to  +  0.002 
+    0.002      to  +0.003 
+    0.003      to  +  0.004 
+    0.004      to  +0.005 

Running  Pita  —  High-Speed,  Heavy 
Pressure  and  Rocker  Shafts 

Forced  Fits 

Up      to     1/2 
1/2  to  1 
1         to  2 
2         to  3-1/2 
3-1/2  to  6 

-  0.0005  to  -0.001 
-  0.001    to  -0.002 
-  0.002    to  -0.003 
-  0.003    to  -0.0045 
-  0.0045  to  -0.0065 

Up      to     1/2 
1/2  to  1 
1         to  2 
2         to  3-1/2 
3-1/2  to  6 

+   0.00075  to  +  0.0015 
+   0.0015    to  +  0.0025 
+   0.0025    to  +  0.004 
+   0.004     to  +  0.006 
+   0.006      to  +  0.009 

Sliding  Fits 

Driving  Fits  —  For  such  Pieces 
as  are  Required  to  be 
Readily  Taken  Apart 

Up      to     1/2 
1/2  to  1 
1         to  2 
2         to  3-1/2 
3-1/2  to  6 

-  0.00025  to  -0.0005 
-  0.0005    to  -0.001 
-  0.001      to  -0.002 
-  0.002      to  -0.0035 
-  0.003      to  -0.005 

Up      to     1/2 
1/2  to  1 
l-l/2to  2 
2         to  3-1/2 
3-1/2  to  6 

+   0             to  +  0.00025 
+   0.00025  to  +  0.0005 
+   0.0005    to  +  0.00075 
+   0.00075  to  +  0.001 
+   0.001      to  +  0.0015 

AI-21 


I 


H 


MOIlVrtOVdO 


Nouvnovuo 


moMi  40 
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XMNIM 

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110UIO 
XMNI 


•NMSIAKI 
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NouvnavMO 


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XBOMI 


MOMIAM 
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tfi'Sf, 


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aw 


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Table  AI-22.—  Machinability  Ratings/Other  Properties  of  Various  Metals 


SAE 

AISI 

Tensile 
Strength 

Yield 
Point 

Elongation 
in  2  in. 

Reduction 
In  Area 

Hardness 

Machinability 
Rating 

Number 

Number 

psi 

psi 

(%) 

(%) 

Brinell 

(%) 

Carbon  Steels 


1015 

C1015 

65,000 

40,000 

32 

65 

137 

50 

1020 

C1020 

67,000 

45.000 

32 

65 

137 

52 

x!020 

C1022 

69,000 

47.000 

30 

58 

143 

62 

1025 

C1025 

70,000 

41,000 

31 

58 

130 

58 

1030 

C1030 

75,000 

46,000 

30 

56 

138 

60 

1035 

C1035 

88,000 

55,000 

30 

56 

175 

60 

1040 

C1040 

93,000 

58,000 

27 

52 

190 

60 

1045 

C1045 

99,000 

60,000 

24 

47 

200 

55 

1095 

C1095 

100,000 

60,000 

23 

47 

201 

45 

Free-Cutting  Steels 


xlll3 
1112 


B1113 
B1112 
C1120 


83,000 
67,000 
69.000 


73,000 
40,000 
36,000 


15 
27 
32 


45 
47 
55 


193 
140 
117 


120-140 
100 
80 


Manganese  Steels 


x!314 
x!335 


A1335 


71,000 
95,000 


45,000 
60,000 


28 
20 


52 
35 


135 
185 


94 
70 


Nickel  Steels 


2315 

A2317 

85,000 

56,000 

29 

60 

163 

50 

2330 

A2330 

98,000 

65,000 

25 

50 

207 

45 

2340 

A2340 

110,000 

80,000 

22 

47 

225 

40 

2345 

A2345 

108,000 

75,000 

23 

46 

235 

50 

Nickel-Chromium  Steels 


3120 

A3  120 

75,000 

60,000 

30 

65 

151 

50 

3130 

A3130 

100,000 

72,000 

24 

55 

212 

45 

3140 

A3140 

96,000 

64,000 

26 

56 

195 

57 

3150 

A3  150 

104,000 

73,000 

19 

51 

229 

50 

3250 

107,000 

75,000 

24 

55 

217 

44 

Molybdenum  Steels 


4119 

91,000 

52,000 

28 

62 

179 

60 

x4130 

A4130 

89,000 

60,000 

32 

65 

179 

58 

4140 

A4140 

90,000 

63,000 

27 

58 

187 

56 

4150 

A4150 

105,000 

71,000 

21 

54 

220 

54 

x4340 

A4340 

115,000 

95.000 

18 

45 

235 

58 

4615 

A4615 

82,000 

55,000 

30 

61 

167 

58 

4640 

A4640 

100,000 

87,000 

21 

50 

201 

60 

4815 

A4815 

105,000 

73,000 

24 

58 

212 

55 

Table  AI-22.— Machinability  Ratings/Other  Properties  of  Various  Metals— Continued 


Tensile 

Yield 

Elongation 

Reduction 

Machinability 

SAE 

AISI 

Strength 

Point 

in  2  in. 

in  Area 

Hardness 

Rating 

Number 

Number 

psi 

psi 

(%) 

(%) 

Brinell 

(%) 

Chromium  Steels 


5120 

A5120 

5140 

A5140 

52100 

E52101 

Chromium-Vanadium  S 

6120 

A6120 

6150 

A6150 

Other  Alloys  and  Metals 

Aluminum  (1  IS) 
Brass,  Leaded 
Brass,  Red  or  Yellow 
Bronze,  Lead-Bearing 
Cast  Iron,  Hard 
Cast  Iron,  Medium 
Cast  Iron,  Soft 
Cast  Steel  (0.35  C) 
Copper  (P.M.) 
Ingot  Iron 
Low-Alloy,  High- 
Strength  Steel 
Magnesium  Alloys 
Malleable  Iron 

Standard 

Pearlitic 

Pearlitic 
Stainless  Steel 

(12%CrF.M.) 
18-8  Stainless  Steel 

(Type  303  P.M.) 
18-8  Stainless  Steel 

(Type  304) 


73,000 
109,000 
S 

103,000 


49,000 

55,000 

25-35,000 

22-32,000 

45,000 

40,000 

30,000 

86,000 

35,000 

41-45,000 

98,000 


53-60,000 
80,000 
97,000 

1 20,000 
80,000 
80,000 


55,000 
80,000 

70,000 


42,000 

45,000 

15-30,000 

8-20,000 


55,000 

33,000 

18-25,000 

65,000 


35-40,000 
55,000 
75,000 

86,000 
30,000 
40,000 


32 
25 

27 


14 
32 

3-16 


25 
34 
45 

18 


18-25 

14 

4 

23 
60 
65 


67 
57 

51 


5-18 

34 

70 
34 


64 
75 
70 


143 

50 

174-229 

60 

235 

45 

179-217 

50 

217 

50 

95 

300-2,000 

RF  100 

150-600 

40-55 

200 

30-65 

200-500 

220-240 

50 

193-220 

65 

160-193 

80 

170-212 

70 

RF  85 

65 

101-131 

50 

187 

80 

500-2,000 

110-145 

120 

1  80-200 

90 

227 

80 

207 

70 

150 

45 

150 

25 

Properties  for  wrought  materials  are  for  hot-rolled 
condition. 

Properties  in  this  table  are  only  a  rough  guide  to 
the  machining  of  various  common  steels  and  alloys. 


Table  AI-23.— Selection  Chart  for  Cutting  Fluids 


Ferrous  Metals 

Nonfcrrous  Metals 

Group 

1 

II 

Ill 

IV 

V 

VI 

Machinability 

Ov«r70% 

50-70% 

40-50% 

Under  40  % 

Over  100  % 

Undtr  100% 

Materials 

Low-carbon  Steels 

Stainless  Steels 

Aluminum  and  Alloys 

High-carbon  Steels 

Ingot  Iron 

Tool  Steels 

Brasses  and  Bronzes 

Malleable  Iron 

Cast  Iron 

Wrought  Iron 

High-speed 

Magnesium 

Copper 

Cast  Steel 

Steels 

and  Alloys 

Nickel 

Stainless  Iron 

Zinc 

Inconel 

Severity 

Type  of  Machining  Operation 

Monel 

(Greatest)  1. 

Broaching;  internal 

Em.  Sul, 

Sul.  Em. 

Sul.  Em. 

Sul.  Em. 

MO.  Em. 

Sul.  ML. 

2. 

Broaching;  surface 

Em.  Sul. 

Em.  Sul. 

Sul.  Em. 

Sul.  Em. 

MO.  Em. 

Sul.  ML. 

2. 

Threading;  pipe 

Sul. 

Sul.  ML 

Sul. 

Sul. 

Sul. 

3. 

Tapping;  plain 

Sul. 

Sul. 

Sul. 

Sul. 

Em.  Dry 

Sul.  ML. 

3. 

Threading;  plain 

Sul. 

Sul, 

Sul. 

Sul. 

Em.  Sul. 

Sul. 

4. 

Gear  shaving 

Sul.  L 

Sul.  L. 

Sul.  L. 

Sul.  L. 

4. 

Reaming;  plain 

ML.  Sul. 

ML.  Sul. 

ML.  Sul. 

ML.  Sul. 

ML.  MO.  Em. 

ML.  MO.  Sul. 

4. 

Gear  cutting 

Sul.  ML.  Em. 

Sul. 

Sul. 

Sul.  ML. 

Sul.  ML 

5. 

Drilling;  deep 

Em.  ML 

Em.  Sul. 

Sul. 

Sul. 

MO.  ML  Em. 

Sul.  ML 

6. 

Milling;  plain 

Em.  ML  Sul. 

Em. 

Em. 

Sul. 

Em.  MO.  Dry 

Sul.  Em. 

6. 

Milling;  multiple  cutter 

ML. 

Sul. 

Sul. 

Sul.  ML. 

Em.  MO.  Dry 

Sul.  Em. 

7. 

Boring;  multiple  head 

Sul.  Em. 

Sul.  HDS 

Sul.  HDS 

Sul.  Em. 

K.  Dry  Em. 

Sul.  Em. 

7. 

Multiple-spindle  automatic  screw  ma- 

Sul. Em.  ML 

Sul.  Em.  ML 

Sul.  Em.  ML. 

Sul.  ML.  Em 

Em.  Dry  ML. 

Sul. 

chines  and   turret  lathes:  drilling 

HDS 

HDS 

forming,  turning,  reaming,  cutting 

off,  tapping,  threading 

8. 

High  speed,  light  feed  automatic  screw 

Sul.  Em.  ML 

Sul.  Em.  ML 

Sul.  Em.  ML 

Sul.  ML.  Em 

Em.  Dry  ML. 

Sul. 

machines:  drilling,  forming,  tapping 

threading,  turning,  reaming,  box  mill 

ing,  cutting  off 

9. 

Drilling 

Em. 

Em, 

Em. 

Em.  Sul. 

Em.  Dry 

Em. 

9. 

Planing,  shaping 

Em.  Sul.  ML 

Em.  Sul.  ML 

Sul.  Em. 

Em,  Sul. 

Em.  Dry 

Em. 

9. 

Turning;  single  point  tool,  form  tools 

Em.  Sul.  ML 

Em.  Sul.  ML 

Em.  Sul.  ML 

Em.  Sul.  ML 

Em.  Dry  ML. 

Em.  Sul. 

(Least)  10. 

Sawing;  circular,  hack 

Sul.  ML.  Em 

Sul.  Em.  ML 

Sul.  Em.  ML 

Sul.  Em.  ML 

Dry  MO.  Em 

Sul.  Em.  ML 

Grinding;  1.  plain 

Em. 

Em. 

Em. 

Em. 

Em. 

Em. 

2.  form 

Sul. 

Sul. 

Sul. 

Sul. 

MO.  Sul. 

Sul. 

(thread,  etc.) 

Key 

K.=  Kerosene 

L.=  Lard  Oil 
MO.="Mineral  oils 
ML.  =  Mineral-lard  oils 


Sul.=  Sulphurized  oils,  with  or  without  chlorine 
Em.  =  Soluble  or  emulsifiable  oils  and  compounds 
Dry=No  cutting  fluid  needed 
HDS  =  Heavy  duty  soluble  oil 


APPENDIX  II 


FORMULAS  FOR  SPUR  GEARING 


Having 


To  Get 


Rule 


Formula 


Diametral  pitch 


Pitch  diameter  and 
number  of  teeth. 


Outside  diameter  and 
number  of  teeth. 

Number  of  teeth  and 
circular  pitch. 


Number  of  teeth  and 
outside  diameter. 


Outside  diameter  and 
circular  pitch. 


Addendum  and  num- 
ber of  teeth. 

Number  of  teeth  and 
circular  pitch. 


Pitch  diameter  and 
circular  pitch. 


Number  of  teeth  and 
addendum. 

Pitch  diameter  and 
circular  pitch. 


Circular  pitch 


Circular  pitch 


Circular  pitch 


Pitch  diameter 


Pitch  diameter 


Pitch  diameter 


Pitch  diameter 


Outside  diameter 


Outside  diameter 


Outside  diameter 


Number  of  teeth 


Divide  3.1416  by  the  diam- 
etral pitch. 

Divide  the  pitch  diameter  by 
the  product  of  0.3183  and  the 
number  of  teeth. 

Divide  the  outside  diameter 
by  the  product  of  0.3183  and 
the  number  of  teeth  plus  2. 

The  product  of  the  number 
of  teeth,  the  circular  pitch, 
and  0.3183. 


Divide  the  product  of  the 
number  of  teeth  and  the  out- 
side diameter  by  the  number 
of  teeth  plus  2. 

Subtract  from  the  outside 
diameter  the  product  of  the 
circular  pitch  and  0.6366. 

Multiply  the  number  of  teeth 
by  the  addendum. 

The  product  of  the  number 
of  teeth  plus  2,  the  circular 
pitch,  and  0.3183. 

Add  to  the  pitch  diameter 
the  product  of  the  circular 
pitch  and  0.6366. 

Multiply  the  addendum  by 
the  number  of  teeth  plus  2. 

Divide  the  product  of  the 
pitch  diameter  and  3.1416  by 
the  circular  pitch. 


CP  = 


PD  = 


3.1416 
DP 

OP 

0.3183  NT 


CP  = 


OD 


0.3183  NT +  2 
PD  =  0.3183  CPNT 

NT  OD 

NT +2 

PD  =  OD  -  0.6366  CP 

PD  =  NT  ADD 

OD  =  (NT  +  2)  0.3183  CP 

OD  =  PD  +  0.6366  CP 

OD  =  (NT  +  2)  ADD 
3.1416PD 


NT  = 


CP 


AIM 


Circular  pitch 
Circular  pitch 

Circular  pitch 
Circular  pitch 
Circular  pitch 

Circular  pitch 


Pitch  diameter  and 
number  of  teeth. 

Pitch  diameter  of  gear 
and  pinion. 


Outside  diameter  and 
number  of  teeth. 

Number  of  teeth  and 
diametral  pitch. 

Outside  diameter  and 
diametral  pitch. 


Number  of  teeth  and 
diametral  pitch. 

Pitch  diameter  and  di- 
ametral pitch. 


Pitch  diameter  and 
number  of  teeth. 


Pitch  diameter  and  di- 
ametral pitch. 


Chordal  thickness 
Addendum 

Working  depth 
Whole  depth 
Clearance 

Diametral  pitch 
Diametral  pitch 
Center  distance 

Diametral  pitch 
Pitch  diameter 
Pitch  diameter 

Outside  diameter 
Outside  diameter 

Outside  diameter 
Number  of  teeth 


One  half  the  circular  pitch. 


Multiply  the  circular  pitch  by 
0.3183. 

Multiply  the  circular  pitch  by 
0.6366. 

Multiply  the  circular  pitch  by 
0.6866. 

Multiply  the  circular  pitch  by 
0.05. 


Divide  3.1416  by  the  circular 
pitch. 

Divide  the  number  of  teeth  by 
the  pitch  diameter. 

Add  pitch  diameter  of  gear 
(PDg)  to  pitch  diameter  of 
pinion  (PDP)  and  divide  by  2. 

Divide  the  number  of  teeth 
plus  2  by  the  outside  diameter. 

Divide  the  number  of  teeth  by 
the  diametral  pitch. 

Subtract  from  the  outside 
diameter  the  quotient  of  2 
divided  by  the  diametral  pitch. 

Divide  the  number  of  teeth 
plus  2  by  the  diametral  pitch. 

Add  to  the  pitch  diameter  the 
quotient  of  2  divided  by  the 
diametral  pitch. 

Divide  the  number  of  teeth 
plus  2  by  the  quotient  of  the 
number  of  teeth  divided  by 
pitch  diameter. 

Multiply  the  pitch  diameter  by 
the  diametral  pitch. 


ADD  =  0.3  183  CP 


WKD  =  0.6366  CP 


WD  =  0.6866  CP 


CL  =  0.05  CP 


3.1416 
CP 


Dp  -NT 
DP~PD 


PP*  +  PPp 

2 

NT +  2 


DP  = 


OD 


DP 


PD  =  OD  - 


Dp 


OD  = 


NT +  2 
DP 


OD  =  PD  + 


OD  =  NT  +  2 


NT  =  PD  DP 


AII-2 


Having 

To  Get 

Rule 

Formula 

Outside  diameter  and 
the  diametral  pitch. 

Number  of  teeth 

Multiply  the  outside  diameter 
by  the  diametral  pitch  and 
subtract  2. 

NT  -  OD  DP 

-2 

Diametral  pitch 

Chordal  thickness 

Divide  1.5708  by  the  diam- 
etral pitch. 

,       1.5708 
lc        DP 

Diametral  pitch 

Addendum 

Divide  1  by  the  diametral 
pitch. 

1 

Diametral  pitch 
Diametral  pitch 

Working  depth 
Whole  depth 

Divide  2  by  the  diametral 
pitch. 

Divide  2.  1  57  by  the  diametral 
pitch. 

\X/  \£  T^  ™~  ** 

T"%T^ 

WD       2'157 

DP 

Diametral  pitch 

Clearance 

Divide  0.157  by  the  diametral 
pitch. 

CL  -  °'157 

CL~    DP 

APPENDIX  III 

DERIVATION  OF  FORMULAS  FOR 
DIAMETRAL  PITCH  SYSTEM 


1.  TOOTH   ELEMENTS  based   on  a  #1 
diametral  pitch  gear  (fig.  AIII-1) 

a.  Addendum  (ADD)— 1.000 

(1)  The  distance  from  the  top  of  the 
tooth  to  the  pitch  line. 

b.  Circular  Pitch  (CP)— 3.1416 

(1)  The  length  of  an  arc  equal  to  the 
circumference  of  a  1-inch  circle, 
covers  one  tooth  and  one  space  on 
the  pitch  circle. 

(2)  Measure   the    circular   pitch   on 
the  pitch  line.  If  you  could  draw  a 
circle  inside  the  tooth  using  the 
1-inch  ADD  as  the  diameter,  the 


circumference  of  the  circle  would  be 
3.1416.  Using  your  imagination, 
break  the  circle  at  one  point  on  the 
circumference,  imagining  the  cir- 
cumference is  a  string.  Lay  the 
imaginary  string  on  the  pitch  line  at 
one  side  of  the  tooth.  Stretch  the 
other  end  as  far  as  possible  on  the 
pitch  line;  it  will  stretch  to  a 
corresponding  point  on  the  next 
adjacent  tooth  on  the  pitch  line. 

c.  Circular  Thickness  (CT)— 1.5708 

(1)  One-half  of  the  circular  pitch, 
measured  at  the  pitch  line. 

d.  Clearance  (CL)— 0.15708 

(1)  One-tenth  of  the  chorda!  thickness; 
move  decimal  one  place  to  the  left. 


Figure  AIII-1.— Tooth  elements  on  a  #1  diametral  pitch  gear. 


e.  Dedendum  (DED)— 1.15708 

(1)  The  sum  of  an  addendum  plus  a 
clearance. 

(2)  1.000    -ADD 
+  0.1570-  CL 

1.1570 -DED 

f.  Working  Depth  (WKD)— 2.000 

(1)  The  sum  of  two  addendums. 

(2)  1.000 -ADD 
+  1.000  -  ADD 

2.000  -  WKD 

g.  Whole  Depth  (WD)— 2.15708 

(1)  The  sum  of  an  addendum  and  a 
dedendum. 

(2)  1.0000 -ADD 
+  1.1570  -  DED 

2.1570- WD 

h.  Diametral  Pitch  (DP) 

(1)  The  ratio  of  the  number  of  teeth  per 
inch  of  pitch  diameter. 


(2) 


NT 
PD 


DP 


i.    Chordal  Addendum — ac 

(1)  The  distance  from  the  top  of  a 
gear  tooth  to  a  chord  subtending 
(extending  under)  the  intersections 
of  the  tooth  thickness  arc  and  the 
sides  of  the  tooth. 


(2)  ac  =  ADD  + 


(CT)a 


4(PD) 
j.   Chordal  Thickness — tc 

(1)  The   thickness    of   the   tooth, 
measured  at  the  pitch  circle. 


t-  =  PD  sin 


90? 

N 


2.  GEAR  ELEMENTS 
a.  Number  of  Teeth  (NT) 

(1)  Connecting  link  between  the  tooth 
elements  and  gear  elements. 


(2)  Number  of  teeth  in  gear. 
PD 


(3) 


ADD 


=  NT 


b.  Pitch  Diameter  (PD) 

(1)  Diameter  of  the  pitch  circle. 

(2)  For  every  tooth  in  the  gear  there 
is   an   addendum   on   the   pitch 
diameter. 

(3)  ADD  x  NT  =  (PD) 

c.  Outside  Diameter  (OD). 

(1)  The  diameter  of  the  gear 

(2)  Since  there  is  an  addendum  (ADD) 
on  the  pitch  diameter  (PD)  for  each 
tooth,  the  two  elements  are  directly 
related.    Therefore,    the   outside 
diameter   is    simply    the    pitch 
diameter  (PD)  plus  two  addendums 
(ADD),  or  simulated  teeth.  The 
formulas  read: 

(a)  ADD  x  NT  =  PD 

(b)  ADD  x  (NT  +  2)  =  OD 

(c)  PD  +  2  ADD  =  OD 

d.  Linear  Pitch  (LP) 

(1)  The  linear  pitch  is  the  same  as  the 
circular  pitch  except  that  it  is  the 
lineal  measurement  of  pitch  on  a 
gear  rack. 

(2)  CP  =  LP 

(3)  Figure    AIII-2    illustrates    linear 
pitch. 

3.  GEAR  AND  TOOTH  ELEMENT  RE- 
LATIONSHIP 


TOOTH 


GEAR 


a. 

ADD 

h.  PD 

b. 

DED 

i.    OD 

c. 

CP 

j.    ac 

d. 

CT 

k.  tc 

e. 

WD 

f. 

CL 

g. 

DP 

LINEAR 
PITCH 


ADDENDUM 


TOOTH 
THICKNESS 


Figure  AIII-2.— Linear  pitch. 


(1)  NT  is  the  connecting  link  between 
tooth  elements  and  gear  elements. 

(2)  To  complete  calculate  a  gear,  one  tooth 
and  one  gear  element  must  be  known. 

(3)  For  every  tooth  in  the  gear  there  is  a 
CP  on  the  PC. 

(4)  For  every  tooth  in  the  gear  there  is  an 
ADD  on  the  PD. 


1.  ADD  = 

2.  CP  = 

3.  CT  = 


FORMULAS 

1.000 
DP 

3.1416 
DP 

1.5708 
DP 


4.  CL  = 


0.15708 


5.  DED  = 

6.  WKD  = 


DP 

1.15708 
DP 

2.000 


7.  WD  = 


DP 

2.15708 
DP 


MT 

8.  DP  =  £•=:  or  transpose  any  other  formula 
with  DP  involved. 


9.  NT  = 


PD 


ADD 

10  PD  =  ADD  x  NT 

11.  OD  =  ADD  x  (NT +  2) 


ATTT 


APPENDIX  IV 

GLOSSARY 


When  you  enter  a  new  occupation,  you  must 
learn  the  vocabulary  of  the  trade  so  that  you 
understand  your  fellow  workers  and  can  make 
yourself  understood  by  them.  Shipboard  life 
requires  that  Navy  personnel  learn  a  relatively  new 
vocabulary — even  new  terms  for  many  common- 
place items.  The  reasons  for  this  need  are  many, 
but  most  of  them  boil  down  to  convenience  and 
safety.  Under  certain  circumstances,  a  word  or 
a  few  words  may  mean  an  exact  thing  or  may 
mean  a  certain  sequence  of  actions  which  makes 
it  unnecessary  to  give  a  lot  of  explanatory  details. 

This  glossary  is  not  all-inclusive,  but  it  does 
contain  many  terms  that  every  Machinery  Repair- 
man should  know.  The  terms  given  in  this  glossary 
may  have  more  than  one  definition;  only  those 
definitions  as  related  to  the  Machinery  Repairman 
are  given. 

ABRASIVE.— A  hard,  tough  substance  which 
has  many  sharp  edges. 

AISL— American  Iron  and  Steel  Institute. 

ALLOWANCE. — Difference  between  max- 
imum size  limits  of  mating  parts. 

ALLOYING. — Procedure  of  adding  elements 
other  than  those  usually  comprising  a  metal  or 
alloy  to  change  its  characteristics  and  properties. 

ALLOYING  ELEMENTS.— Elements  added 
to  nonferrous  and  ferrous  metals  and  alloys  to 
change  their  characteristics  and  properties. 

ANNEALING.— The  softening  of  metal  by 
heating  and  slow  cooling. 

ARBOR.— The  principal  axis  member,  or 
spindle,  of  a  machine  by  which  a  motion  of 
revolution  is  transmitted. 

ASTM. — American  Society  for  Testing  Metals. 


BABBITT.— A  lead  base  alloy  used  for 
bearings. 

BENCH  MOLDING.-The  process  of 
making  small  molds  on  a  bench. 

BEND  ALLOWANCE. -An  additional 
amount  of  metal  used  in  a  bend  in  metal 
fabrication. 

BEVEL. — A  term  for  a  plane  having  any 
angle  other  than  90°  to  a  given  reference  plane. 

BINARY  ALLOY.— An  alloy  of  two  metals. 
BISECT.— To  divide  into  two  equal  parts. 

BLOWHOLE.— A  hole  in  a  casting  caused  by 
trapped  air  or  gasses. 

BOND. — Appropriate  substance  used  to  hold 
grains  together  in  grinding  wheels. 

BORING  BAR.— A  tool  used  for  boring, 
counterboring,  reboring,  facing,  grooving,  and  so 
forth,  where  true  alignment  is  of  primary 
importance. 

BRINELL.— A  type  of  hardness  test. 

BRITTLENESS.— The  property  of  a  material 
which  causes  it  to  break  or  snap  suddenly  with 
little  or  no  prior  sign  of  deformation. 

BRONZE.— A  nonferrous  alloy  composed  of 
copper  and  tin  and  sometimes  other  elements. 

CALIBRATION.— The  procedure  required  to 
adjust  an  instrument  or  device  to  produce  a 
standardized  output  with  a  given  input. 

CARBON.— An  alloying  element. 


AIV-1 


CASTING.— A  metal  object  made  by  pouring 
melted  metal  into  a  mold. 

CHAMFER.— A  bevel  surface  formed  by 
cutting  away  the  angle  of  one  or  two  intersecting 
faces  of  a  piece  of  material. 

CONTOUR.— The  outline  of  a  figure  or  body. 

DRIFT  PIN.— A  conical-shaped  pin  gradually 
tapered  from  a  blunt  point  to  a  diameter  larger 
than  the  hole  diameter. 

DUCTILITY.— The  ability  to  be  molded  or 
shaped  without  breaking. 

EXTRACTOR.— Tool  used  in  removal  of 
broken  taps. 

FABRICATE.— To  shape,  assemble,  and 
secure  in  place  component  parts  in  order  to  form 
a  complete  device. 

FALSE  CHUCK.— Sometimes  applied  to  the 
facing  material  used  in  rechucking  a  piece  of  work 
in  the  lathe. 

FATIGUE.— The  tendency  of  a  material  to 
break  under  repeated  strain. 

FILE  FINISH.— Finishing  a  metal  surface 
with  a  file. 

FILLET. — A  concave  internal  corner  in  a 
metal  component. 

FINISH  ALLOWANCE.— An  amount  of 
stock  left  the  surface  of  a  casting  to  allow  for 
machine  finishing. 

FINISH  MARKS.— Marks  used  to  indicate 
the  degree  of  smoothness  of  finish  to  be  achieved 
on  surfaces  to  be  machined. 

GRAIN. — The  cutting  particles  of  a  grinding 
wheel. 

HARDNESS.— The  ability  of  a  material  to 
resist  penetration. 

HONING.— Finishing  machine  operation 
using  stones  vice  a  tool  bit  or  cutting  tool. 

INVOLUTE.— Usually  referred  to  as  a  cutter 
used  in  gearing. 


JIGS.— A  fixed  fixture  used  in  production 
machining,  or  to  hold  a  specific  job  for 
machining. 

KNOOP.— Trade  name  used  in  hardness 
testing. 

MANDREL.— Tool  used  to  mount  work 
usually  done  in  a  lathe,  or  milling  machine. 

NORMALIZING.— Heating  iron-base  alloys 
to  approximately  100°F  above  the  critical 
temperature  range  followed  by  cooling  to  below 
that  range  in  still  air  at  room  temperature. 

OCCUPATIONAL  STANDARDS.— Re- 
quirements that  are  directly  related  to  the  work 
of  each  rating. 

PERISCOPE.— An  instrument  used  for 
observing  objects  from  a  point  below  the  object 
lens.  It  consists  of  a  tube  fitted  with  an  object  lens 
at  the  top,  an  eyepiece  at  the  bottom  and  a  pair 
of  prisms  or  mirrors  which  change  the  direction 
of  the  line  of  sight.  Mounted  in  such  a  manner 
that  it  may  be  rotated  to  cover  all  or  part  of  the 
horizon  or  sky  and  fitted  with  a  scale  graduated 
to  permit  taking  of  bearings,  it  is  used  by 
submarines  to  take  observations  when  submerged. 

PERPENDICULAR.— A  straight  line  that 
meets  another  straight  line  at  a  90°  angle.  Also 
a  vertical  line  extending  through  the  outline  of  the 
hull  ends  and  the  designer's  waterline. 

PIG  IRON.— Cast  iron  as  it  comes  from  the 
blast  furnace  in  which  it  was  produced  from  iron 
ore. 

PINHOLE.— Small  hole  under  the  surface  of 
the  casting. 

PLAN. — A  drawing  prepared  for  use  in 
building  a  ship. 

PLASTICITY.— The  property  which  enables 
a  material  to  be  excessively  and  permanently 
deformed  without  breaking. 

PREHEATING.— The  application  of  heat  to 
the  base  metal  before  it  is  welded  or  cut. 

PUNCH,  PRICK.— A  small  punch  used  to 
transfer  the  holes  from  the  template  to  the  plate. 
Also  called  a  CENTER  PUNCH. 


QUENCHING.— Rapid  cooling  of  steels  at 
different  rates. 


STRENGTH.— The  ability  of  a  material  to 
resist  strain. 


REAMING. — Enlarging  a  hole  by  revolving 
in  it  a  cylindrical,  slightly  tapered  tool  with 
cutting  edges  running  along  its  sides. 

RECHUCKING.— Reversing  of  a  piece  of 
work  on  a  faceplate  so  that  the  surface  that  was 
against  the  faceplate  may  be  turned  to  shape. 

REFERENCE  PLANE.— On  a  drawing,  the 
normal  plane  from  which  all  information  is 
referenced. 

RPM. — Revolutions  per  minute. 

SCALE. — The  ratio  between  the  measurement 
used  on  a  drawing  and  the  measurement  of  the 
object  it  represents.  A  measuring  device  such  as 
a  ruler,  having  special  graduations. 

SECTOR.— A  figure  bounded  by  two  radii 
and  the  included  arc  of  a  circle,  ellipse,  or  other 
central  curve. 

SPOT  FACING.— Turning  a  circular  bearing 
surface  about  a  hole.  It  does  not  affect  a  pattern. 

STANDARD  CASING.— The  half  of  a  split 
casing  that  is  bolted  to  the  foundation,  as  opposed 
to  the  half,  or  cover,  which  can  be  removed  with 
minimum  disturbance  to  other  elements  of  the 
equipment. 

STRAIGHTEDGE.— Relatively  long  piece  of 
material  whose  working  edge  is  a  true  plane. 


STRESS  RELIEVING.— Heat  treatment  to 
remove  stresses  or  casting  strains. 

STUD.— (1)  A  light  vertical  structure  member, 
usually  of  wood  or  light  structural  steel,  used  as 
part  of  a  wall  and  for  supporting  moderate  loads. 
(2)  A  bolt  threaded  on  both  ends,  one  end  of 
which  is  screwed  into  a  hole  drilled  and  tapped 
in  the  work,  and  used  where  a  through  bolt  can- 
not be  fitted. 

SYNTHETIC  MATERIAL.-A  complex 
chemical  compound  which  is  artificially  formed 
by  the  combining  of  two  or  more  simpler  com- 
pounds or  elements. 

TEMPER.— To  relieve  internal  stress  by  heat 
treating. 

TEMPLATE.— A  pattern  used  to  reproduce 
parts. 

TOLERANCE.— An  allowable  variation  in 
the  dimensions  of  a  machined  part. 

VICKERS. — A  scale  or  test  used  in  metal 
hardness  testing. 

VITRIFIED  BOND.— A  man-made  bond 
used  in  grinding  wheels. 

WAVINESS.— Used  as  a  term  in  the  testing 
finish  machining  of  parts. 

ZINC.— An  alloy  used  widely  in  die  casting. 


INDEX 


AC,  WC,  and  RF  series  anodes-general 

purpose,  14-34  to  14-35 
Acid  test,  metals,  4-16  to  4-17 
Addendum,  1-7 
Adjustable  gauges,  2-5  to  2-13 
Advanced  engine  lathe  operations,  9-1  to 
9-23 

classes  of  threads,  9-12  to  9-14 
cutting  screw  threads  on  a  lathe,  9-16  to 
9-20 

cutting  the  thread,  9-18  to  9-19 
engaging  the  thread  feed  mechanism, 

9-18 
finishing  the  end  of  a  threaded  piece, 

9-20 
lubricants  for  cutting  threads, 

9-19 
mounting  work  in  the  lathe,  9-16  to 

9-17 
positioning  of  compound  rest  for 

cutting  screw  threads,  9-17 
resetting  the  tool  or  picking  up  the 

existing  thread,  9-19  to  9-20 
using  the  thread-cutting,  9-17  to 

9-18 

left-hand  screw  threads,  9-20  to  9-21 
measuring  screw  threads,  9-14  to  9-16 
ring  and  plug  gauges,  9-14 
thread  micrometer,  9-14 
three  wire  method,  9-15  to  9-16 
multiple  screw  threads,  9-21  to  9-23 
pipe  threads,  9-12 

straight  pipe  threads,  9-12 
tapered  pipe  threads,  9-12 
screw  threads,  9-7  to  9-12 

other  forms  of  threads,  9-11  to 
9-12 

the  Acme  screw  thread,  9-11 
the  buttress  thread,  9-11  to  9-12 
the  square  thread,  9-11 
V-threads,  9-9  to  9-10 


Advanced  engine  lathe  operations— Continued 
tapers,  9-1  to  9-7 

methods  of  turning  tapers,  9-3  to  9-6 
setting  over  the  tailstock,  9-4  to 

9-5 
using  the  compound  rest,  9-5  to 

9-6 

taper  boring,  9-6  to  9-7 
threads  on  tapered  work,  9-23 
Angular  cutters,  13-16 
Angular  holes,  drilling,  5-27  to  5-29 
equipment,  5-27  to  5-29 
operation,  5-29 

Angular  indexing,  11-14  to  11-15 
Angular  milling,  11-36  to  11-42 
Anodes  for  the  electroplating  process, 

preparation  of,  14-34  to  14-61 
Apron,  engine  lathe,  7-7  to  7-8 
Arbors,  11-28  to  11-32 
Assemblies,  shaper,  12-1  to  12-5 
crossrail  assembly,  12-3 
drive  assembly,  12-1  to  12-2 
main  frame  assembly,  12-1 
table  feed  mechanism,  12-4 
toolhead  assembly,  12-4  to  12-5 
Assistant  repair  officer,  15-4 
Attachments,  milling  machine,  11-52  to  11-54 
Attachments,  special,  milling  machines,  11-11 
to  11-12 


B 


Ball  valve,  15-17  to  15-18 
Bandsaw  terminology,  5-6  to  5-9 
Basic  engine  lathe  operations,  8-1  to  8-24 
knurling,  8-21  to  8-24 

setting  up  the  toolpost  grinder,  8-22 

to  8-24 
machining  operations,  8-14  to  8-19 

cutting  speeds  and  feeds,  8-14  to  8-17 
chatter,  8-16  to  8-17 
cutting  lubricant,  8-16 
direction  of  feed,  8-17 


INDEX-1 


Basic  engine  lathe  operations — Continued 
machining  operations — Continued 
facing,  8-17 
planning  the  job,  8-14 
turning,  8-18  to  8-19 

finish  turning,  8-18  to  8-19 
rough  turning,  8-18 
turning  to  a  shoulder,  8-19 
methods  of  holding  the  work,  8-5 
care  of  chucks,  8-12 
holding  work  between  centers,  8-6  to 
8-8 

centering  the  work,  8-6  to  8-7 
mounting  the  work,  8-7  to  8-8 
holding  work  in  chucks,  8-10  to  8-12 
draw-in  collet  chuck,  8-11 
four-jaw  independent  chuck, 

8-10  to  8-11 

rubber  flex  collet  chuck,  8-12 
three-jaw  universal  chuck,  8-11 
holding  work  on  a  faceplate,  8-12  to 

8-13 
holding  work  on  a  mandrel,  8-8  to 

8-10 

holding  work  on  the  carriage,  8-13 
using  the  center  rest  and  follower 

rest,  8-13  to  8-14 

parting  and  grooving,  8-19  to  8-21 
boring,  8-20  to  8-21 
drilling  and  reaming,  8-20 
preoperational  procedures,  8-1  to  8-2 
lathe  safety  precautions,  8-1 
machine  checkout,  8-1  to  8-2 
setting  up  the  lathe,  8-2  to  8-5 

preparing  the  centers,  8-2  to  8-5 
aligning  and  testing,  8-3  to  8-4 
truing  and  grinding,  8-4  to  8-5 
setting  the  toolholder  and  cutting 

tool,  8-5 

Bed  and  ways,  engine  lathe,  7-1  to  7-3 
Bench  and  pedestal  grinders,  6-2 
Bench  work  and  layout,  3-1  to  3-44 
benchwork,  3-20  to  3-44 
layout,  3-10  to  3-20 
mechanical  drawings  and  blueprints,  3-1 

to  3-10 

Blueprints  and  mechanical  drawings,  3-1  to 
3-10 

common  blueprint  symbols,  3-3  to  3-8 
limits  of  accuracy,  3-9  to  3-10 
units  of  measurements,  3-8  to  3-9 
working  from  drawings,  3-1  to  3-3 


Boring  mill  operations,  11-60  to  11-64 
drilling,  reaming,  and  boring,  11-60  to 

11-61 

in  line  boring,  11-61  to  11-62 
reconditioning  split-sleeve  bearings,  11-62 

to  11-63 

threading,  11-63  to  11-64 
Boring  turret  lathe,  10-17  to  10-21 
forming,  10-18 

grinding  boring  cutters,  10-17  to  10-18 
taper  turning,  10-20  to  10-21 
threading,  10-18  to  10-20 
Brinell  hardness  test,  4-21  to  4-22 
Brittleness,  metals,  4-2 
Broken  bolts  and  studs,  removing,  15-28  to 
15-31 
removing  a  broken  bolt  and  retapping  the 

hole,  15-30  to  15-31 
removing  a  broken  tap  from  a  hole, 

15-31 
Buttress  thread,  9-11  to  9-12 


Calibration  servicing  labels  and  tags,  15-36  to 
15-39 

Carbide  tool  grinder,  6-10 

Carriage,  engine  lathe,  7-6  to  7-7 

Chip  breaker  grinder,  6-11  to  6-13 

Chip  breakers,  ground-in,  6-13  to  6-14 

Circular  milling  attachment,  11-52 

Components,  horizontal  turret  lathes,  10-1  to 
10-8 

feed  train,  10-4  to  10-5 
feed  trips  and  stops,  10-5  to  10-7 
headstock,  10-4 
threading  mechanisms,  10-7  to  10-8 

Compound  rest,  engine  lathe,  7-15 

Compound  indexing,  11-15  to  11-16 

Contact  electroplating,  14-11  to  14-33 

introductory  information,  14-13  to  14-22 
operating  the  power  pack,  14-24 
power  pack  components,  14-22  to  14-24 
selecting  and  preparing  plating  tools, 

14-24  to  14-33 
selecting  the  power  pack,  14-24 

Continuous  identification  marking,  4-12  to 
4-13 

Coolants,  13-2  to  13-3 

Corrosion  resistance,  4-3 

Cross  traverse  table,  13-4 

Cutoff  saw  continuous  feed,  5-4  to  5-5 

band  selection  and  installation,  5-4  to  5-5 
cutoff  saw  operation,  5-5 


Cutter  sharpening,  13-10  to  13-12 
dressing  and  truing,  13-11 
tooth  rest  blades  and  holders,  13-11  to 

13-12 

Cutter  sharpening  setups,  13-13  to  13-19 
angular  cutters,  13-16 
end  mills,  13-16  to  13-18 
formed  cutters,  13-18  to  13-19 
plain  milling  cutters  (helical  teeth),  13-13 

to  13-14 

side  milling  cutters,  13-14  to  13-15 
staggered  tooth  cutters,  13-15  to  13-16 
Cutters  and  arbors,  11-18  to  11-32 
arbors,  11-28  to  11-32 
cutters,  11-18  to  11-28 

Cutting  screw  threads  on  a  lathe,  9-16  to  9-20 
cutting  the  thread,  9-18  to  9-19 
engaging  the  thread  feed  mechanism,  9-18 
finishing  the  end  of  a  threaded  piece, 

9-20 

lubricants  for  cutting  the  threads,  9-19 
mounting  work  in  the  lathe,  9-16  to  9-17 
positioning  of  compound  rest  for  cutting 

screw  threads,  9-17 
resetting  the  tool  or  picking  up  the 

existing  thread,  9-19  to  9-20 
using  the  thread-cutting,  9-17  to  9-18 
Cutting  speeds  and  feeds,  engine  lathe,  8-14 
to  8-17 

chatter,  8-16  to  8-17 
cutting  lubricant,  8-16 
direction  of  feed,  8-17 
Cutting  tool  materials,  6-14  to  6-16 
carbon  tool  steel,  6-14 
cast  alloys,  6-14  to  6-15 
cemented  carbide,  6-15  to  6-16 
ceramic,  6-16 
high-speed  steel,  6-14 
Cutting  tool  terminology,  6-12  to  6-13 
Cylindrical  grinder,  13-7  to  13-9 
sliding  table,  13-8 

using  the  cylindrical  grinder,  13-8  to  13-9 
wheelhead,  13-8 


D 


Derivation  of  formulas  for  Diametral  pitch 

system,  AIII-1  to  AIII-3 
Designations  and  markings  of  metals,  4-8 
to  4-11 

ferrous  metal  designations,  4-8  to  4-10 
nonferrous  metal  designations,  4-10  to 

4-11 
Diamond  wheels,  6-5 


Differential  indexing,  11-16  to  11-18 
adjusting  the  sector  arms,  11-18 
wide  range  divider,  11-16  to  11-18 

Direct  indexing,  11-12 

Division  officers,  14-4 

Double  seated  valves,  15-23 

Drilling  and  reaming,  engine  lathe,  8-20 

Drilling  machines  and  drills,  5-18  to  5-27 
drilling  machine  safety  precautions,  5-18 
drilling  operations,  5-22  to  5-27 
twist  drill,  5-20  to  5-22 
types  of  machines,  5-18  to  5-20 

Drilling,  reaming,  and  boring,  11-51  to  11-52 

Ductility,  metals,  4-2 

Duplex  strainer  valves,  15-23 


E 


Elasticity,  metals,  4-2 

Electroplating,  summary  of,  14-55  to  14-58 

Engine  lathe,  7-1  to  7-15 

apron,  7-7  to  7-8 

bed  and  ways,  7-1  to  7-3 

carriage,  7-6  to  7-7 

compound  rest,  7-15 

feed  rod,  7-8 

gearing,  7-8  to  7-15 

headstock,  7-3  to  7-5 

lead  screw,  7-8 

tailstock,  7-5  to  7-6 
Engine  lathe  tools,  6-16  to  6-18 

boring  tool,  6-17 

internal  threading  tool,  6-18 

left-hand  facing  tool,  6-16 

left-hand  turning  tool,  6-16 

right-hand  facing  tool,  6-16 

right-hand  turning  tool,  6-16 

round-nose  turning  tool,  6-16 

square-nosed  parting  (cut-off)  tool,  6-16 
and  6-17 

threading  tool,  6-16 
Engineering  handbooks,  1-7 
Enlisted  personnel,  15-4  to  15-5 
Equipment  and  materials,  layout,  3-11 


Face  milling,  11-33  to  11-36 

Fastening  devices,  benchwork,  3-36  to  3-44 

gaskets,  3-42  to  3-43 

gaskets,  packing  and  seals,  3-42 

keyseats  and  keys,  3-41  to  3-42 

packing,  3-43 


Fastening  devices,  bench  work — Continued 

pins,  3-42 

screw  thread  inserts,  3-39  to  3-41 

seals,  3-43  to  3-44 

threaded  fastening  devices,  3-36  to  3-39 
Fatigue,  metals,  4-2 
Feed  rod,  engine  lathe,  7-8 
Feeds,  speeds,  and  coolants,  11-54  to  11-58 

coolants,  11-57  to  11-58 

feeds,  11-56  to  11-57 

speeds,  11-55  to  11-56 
Ferrous  metals,  4-3  to  4-6 

alloy  steels,  4-5  to  4-6 

cast  iron,  4-5 

pig  iron,  4-3  to  4-5 

plain  carbon  steels,  4-5 

wrought  iron,  4-5 
FG  and  FF  series  anodes-general  purpose, 

14-35  to  14-36 
FG,  FF  and  some  special  anodes-special 

purpose,  14-37 
Fixed  gauges,  2-13  to  2-18 

graduated  gauges,  2-14  to  2-17 

nongraduated  gauges,  2-17  to  2-18 
Formulas,  14-59  to  14-61 
Formulas  for  spur  gearing,  AII-1  to  AII-3 


Gate  valve,  15-18  to  15-20 
Gearing,  lathe,  7-8  to  7-15 

idler  gears,  7-9  to  7-11 

quick-change  gear  mechanism,  7-11  to 

7-15 
Gears,  15-8  to  15-12 

diametral  pitch  system,  15-10  to  15-11 

machining  the  gear,  15-11  to  15-12 

spur  gear  terminology,  15-8  to  15-9 
Globe  valve,  15-14  to  15-17 
Glossary,  AIV-1  to  AIV-3 
Grinders,  bench  and  pedestal,  6-2 
Grinding  attachment,  7-23 
Grinding  cutters,  12-24  to  12-27 
Grinding  machines,  precision,  13-1  to  13-21 
Grinding  wheels,  6-2  to  6-10 

diamond  wheels,  6-5 

grain  depth  of  cut,  6-6  to  6-7 

grinding  wheel  selection  and  use,  6-7  to 
6-9 

sizes  and  shapes,  6-2  to  6-3 

truing  and  dressing  the  wheel,  6-9  to  6-10 

wheel  installation,  6-9 

wheel  markings  and  composition,  6-3  to 
6-5 


H 


Hacksaws,  power,  5-1  to  5-3 

blade  selection,  5-2  to  5-3 

coolant,  5-3 

feeds  and  speeds,  5-3 

power  hacksaw  operation,  5-3 
Handtools  and  drills,  grinding,  6-23 
Hardness,  metals,  4-2 
Hardness  test,  4-19  to  4-24 

Brinell  hardness  test,  4-21  to  4-22 

Rockwell  hardness  test,  4-19  to  4-21 

Scleroscope  hardness  test,  4-22 

Vickers  hardness  test,  4-22  to  4-24 
Headstock,  engine  lathe,  7-3  to  7-5 
Heat  resistance,  metals,  4-3 
Heat  treatment,  4-17  to  4-19 

annealing,  4-17  to  4-18 

case  hardening,  4-19 

hardening,  4-18 

normalizing,  4-18 

tempering,  4-18  to  4-19 
High-pressure  steam  valves,  assembling,  15-24 

to  15-25 

High-speed  universal  attachment,  11-52 
Hones  and  honing,  13-19 
Horizontal  boring  mill,  11-58  to  11-64 

boring  mill  operations,  11-60  to  11-64 
Combination  boring  and  facing  head,  11-59 
to  11-60 

right  angle  milling  attachment,  11-60 
Horizontal  turret  lathes,  10-1  to  10-8 

classification  of  horizontal  turret  lathes, 
10-2  to  10-4 

components,  10-4  to  10-8 


Identification  of  metals,  4-13  to  4-17 

acid  test,  4-16  to  4-17 

spark  test,  4-14  to  4-16 
Indexing  equipment,  11-7  to  11-11 

dividing  head,  11-8  to  11-9 

gearing  arrangement,  11-9  to  11-11 
Issue  room,  tool,  2-1  to  2-5 

control  of  tools,  2-4 

organization  of  the  toolroom,  2-1  to 
2-4 

safety  in  the  toolroom  and  the  shop,  2-4 
to  2-5 


INDEX-4 


Knee  and  column  milling  machines,  11-1  to 
11-7 

major  components,  11-3  to  11-7 
Knurling,  engine  lathe,  8-21  to  8-24 

setting  up  the  toolpost  grinder,  8-22  to 
8-24 


Lathe  safety  precautions,  8-1 
Lathes  and  attachments,  7-1  to  7-25 
attachments  and  accessories,  7-15 
carriage  stop,  7-23 
center  rest,  7-21 
follower  rest,  7-21 
grinding  attachment,  7-23 
lathe  centers,  7-19  to  7-20 
lathe  chucks,  7-17  to  7-19 
lathe  dogs,  7-20  to  7-21 
milling  attachment,  7-23  to  7-24 
other  types  of  lathes,  7-25 
taper  attachment,  7-21  to  7-23 
thread  dial  indicator,  7-23 
toolholders,  7-16  to  7-17 
toolposts,  7-15 

tracing  attachments,  7-24  to  7-25 
engine  lathe,  7-1  to  7-15 
apron,  7-7  to  7-8 
bed  and  ways,  7-1  to  7-3 
carriage,  7-6  to  7-7 
compound  rest,  7-15 
feed  rod,  7-8 
gearing,  7-8  to  7-15 

idler  gears,  7-9  to  7-11 
quick-change  gear  mechanism, 

7-11  to  7-15 
headstock,  7-3  to  7-5 
lead  screw,  7-8 
tailstock,  7-5  to  7-6 

Laying  out  valve  flange  bolt  holes,  2-17 
Layout  and  bench  work,  3-1  to  3-44 
benchwork,  3-20  to  3-44 

assembly  and  disassembly,  3-21 
fastening  devices,  3-36  to  3-44 
gaskets,  3-42  to  3-43 
gaskets,  packing  and  seals,  3-42 
keyseats  and  keys,  3-41  to  3-42 
packing,  3-43 
pins,  3-42 

screw  thread  inserts,  3-39  to  3-41 
seals,  3-43  to  3-44 
threaded  fastening  devices,  3-36 
to  3-39 


Layout  and  benchwork — Continued 
benchwork—Continued 

precision  work,  3-21  to  3-35 
broaching,  3-24 
classes  of  fit,  3-30  to  3-32 
hand  reaming,  3-22  to  3-24 
hand  taps  and  dies,  3-24  to  3-29 
hydraulic  and  arbor  presses,  3-32 
oxyacetylene  equipment,  3-32  to 

3-35 
removal  of  burrs  and  sharp 

edges,  3-22 
removing  broken  taps,  3-29  to 

3-30 

scraping,  3-21  to  3-22 
safety:  oxyacetylene  equipment,  3-35 
to  3-36 

flashback  and  backfire,  3-36 
layout,  3-10  to  3-20 

layout  methods,  3-11  to  3-20 

making  layout  lines,  3-12  to  3-20 
materials  and  equipment,  3-11 
mechanical  drawings  and  blueprints,  3-1 
to  3-10 

common  blueprint  symbols,  3-3  to 
3-8 

surface  texture,  3-3  to  3-8 
limits  of  accuracy,  3-9  to  3-10 
allowance,  3-9  to  3-10 
tolerance,  3-9 

units  of  measurements,  3-8  to  3-9 
English  system,  3-8 
metric  system,  3-9 
working  from  drawings,  3-1  to  3-3 
Left-hand  screw  threads,  9-20  to  9-21 


M 


Machine  shop  maintenance,  15-27  to  15-28 
Machine  shop,  repair,  15-5  to  15-6 
Machinery  Repairman  rating,  scope  of,  1-1  to 

1-7 
Machining  operations,  8-14  to  8-19 

cutting  speeds  and  feeds,  8-14  to  8-17 

facing,  8-17 

planning  the  job,  8-14 

turning,  8-18  to  8-19 
Materials  and  equipment,  layout,  3-11 
Measuring  gauges,  shop,  2-5  to  2-23 

adjustable  gauges,  2-5  to  2-13 

care  and  maintenance  of  gauges,  2-21  to 
2-23 

fixed  gauges,  2-13  to  2-18 

micrometers,  2-18  to  2-21 


Measuring  screw  threads,  9-14  to  9-16 
ring  and  plug  gauges,  9-14 
thread  micrometer,  9-14 
three  wire  method,  9-15  to  9-16 
Mechanical  drawings  and  blueprints,  3-1  to 
3-10 

common  blueprint  symbols,  3-3  to  3-8 
limits  of  accuracy,  3-9  to  3-10 
units  of  measurements,  3-8  to  3-9 
working  from  drawings,  3-1  to  3-3 
Metal  buildup,  14-1  to  14-61 

contact  electroplating,  14-11  to  14-33 
introductory  information,  14-13  to 
14-22 

applications,  14-18  to  14-19 
health  and  safety  precautions, 

14-15 
list  of  successful,  typical  repair 

applications,  14-19  to  14-20 
operator  qualification,  14-14  to 

14-15 

plating  tool  coverings,  14-14 
plating  tools,  14-14 
power  pack,  14-13  to  14-14 
processing  instructions,  14-20  to 

14-21 

quality  control,  14-21  to  14-22 
solutions,  14-14 
terminology,  14-15  to  14-18 
operating  the  power  pack,  14-24 
during  the  plating  operation, 

14-24 

prior  to  plating,  14-24 
power  pack  components,  14-22  to 
14-24 

ammeter,  14-22 
ampere-hour  meter,  14-22  to 

14-23 

d.c.  circuit  breakers,  14-22 
forward-reverse  switch,  14-24 
output  leads,  14-24 
output  terminals,  14-23 
start  button,  14-23 
stop  button,  14-23 
voltmeter,  14-22 

selecting  and  preparing  plating  tools, 
14-24  to  14-33 

covering  the  full  length,  14-26 
optimum  contact  area  for  the 

plating  tool,  14-26 
plating  tool  anode  materials, 

14-31 

plating  tool  covers,  14-31  to 
14-33 


Metal  buildup — Continued 

contact  electroplating — Continued 
selecting  and  preparing  plating 
tools — Continued 
proper  plating  tools,  14-24  to 

14-26 

solution  feed  tool,  14-26 
special  tools,  14-29  to  14-30 
standard  tools,  14-26  to  14-29 
selecting  the  power  pack,  14-24 
preparation  of  anodes  for  the  electro- 
plating process,  14-34  to  14-61 
AC,  WC,  and  RF  series  anodes- 
general  purpose,  14-34  to  14-35 
FG  and  FF  series  anodes-general 

purpose,  14-35  to  14-36 
FG,  FF,  and  some  special  anodes- 
special  purpose,  14-37 
final  preparation,  14-49  to  14-52 
draft  a  flow  chart,  14-49 
familiarization  with  the  equip- 
ment and  procedures,  14-49 
general  setup,  14-52 
prepare  the  part  for  plating, 

14-49  to  14-51 

setting  up  the  equipment,  14-52 
formulas,  14-59  to  14-61 
general  preparation  instructions, 
14-52  to  14-54 
activating,  14-54 
cleaning  and  deoxidizing,  14-52 

to  14-54 

desmutting,  14-54 
etching,  14-54 
plating,  14-54 

machining  and  grinding,  14-59 
grinding  nickel  and  cobalt 

deposits,  14-59 
machining,  14-59 
masking,  14-37  to  14-49 
preplating  instructions,  14-55 
SCC  and  SCG  anodes-special 

purpose,  14-36 

SCC  and  SCG  series  anodes,  14-34 
storage  and  shelf  life  of  solutions, 

14-37 

summary  of  electroplating,  14-55  to 
14-58 

evaluating  adhesion,  14-58 
evaluating  deposits,  14-58 
guidelines  for  the  operator, 
14-57 


INDEX-6 


Metal  buildup — Continued 

preparation  of  anodes  for  the  electro- 
plating process—Continued 
troubleshooting,  14-58  to  14-59 
low  thickness  deposit,  14-59 
nonuniform  thickness  of  the 

deposit,  14-59 
poor  adhesion,  14-58 
poor  deposit  quality,  14-59 
took  too  long  to  finish  the  job, 

14-59 
verifying  the  identity  of  the  base 

material,  14-54  to  14-55 
thermal  spray  systems,  14-1  to  14-11 
applying  the  coating,  14-6  to  14-7 
applying  the  sealant,  14-7 
masking  for  spraying,  14-6 
spraying  the  coating,  14-6  to 

14-7 

approved  applications,  14-1 
finishing  the  surface,  14-7  to  14-11 
grinding,  14-10  to  14-11 
machining,  14-8  to  14-10 
requirements,  14-8 
preparing  the  surfaces,  14-3  to  14-6 
cleaning,  14-4 

surface  roughening,  14-5  to  14-6 
undercutting,  14-4  to  14-5 
qualification  of  personnel,  14-2 
safety  precautions,  14-2 
types  of  thermal  spray,  14-2  to  14-3 
powder-oxygen-fuel  spray,  14-3 
wire-oxygen-fuel  spray,  14-2  to 

14-3 

Metal  cutting  bandsaws,  5-5  to  5-18 
bandsaw  terminology,  5-6  to  5-9 
sawing  operations,  5-15  to  5-18 
selection  of  saw  bands,  speeds  and  feeds, 

5-9  to  5-12 
sizing,  splicing,  and  installing  bands,  5-12 

to  5-15 

Metal  disintegrators,  5-29  to  5-31 
Metals  and  plastics,  4-1  to  4-28 

designations  and  markings  of  metals, 
4-8  to  4-11 
ferrous  metal  designations,  4-8  to 

4-10 
nonferrous  metal  designations,  4-10 

to  4-11 
hardness  test,  4-19  to  4-24 

Brinell  hardness  test,  4-21  to  4-22 
Rockwell  hardness  test,  4-19  to  4-21 
Scleroscope  hardness  test,  4-22 


Metals  and  plastics — Continued 
heat  treatment,  4-17  to  4-19 
annealing,  4-17  to  4-18 
case  hardening,  4-19 
hardening,  4-18 
normalizing,  4-18 
tempering,  4-18  to  4-19 
identification  of  metals,  4-13  to  4-17 
acid  test,  4-16  to  4-17 
spark  test,  4-14  to  4-16 
metals,  4-3  to  4-8 

ferrous  metals,  4-3  to  4-6 

alloy  steels,  4-5  to  4-6 

cast  iron,  4-5 

pig  iron,  4-3  to  4-5 

plain  carbon  steels,  4-5 

wrought  iron,  4-5 
nonferrous  metals,  4-6  to  4-8 

aluminum  alloys,  4-7 

copper  alloys,  4-6  to  4-7 

lead  alloys,  4-8 

nickel  alloys,  4-7 

tin  alloys,  4-8 

zinc  alloys,  4-7  to  4-8 
plastics,  4-24 

characteristics,  4-24  to  4-25 
machining  operations,  4-25  to  4-28 

drilling,  4-25 

finishing  operations,  4-28 

lathe  operations,  4-25  to  4-28 

sawing,  4-25 
major  groups,  4-25 
properties  of  metals,  4-1  to  4-3 
brittleness,  4-2 
corrosion  resistance,  4-3 
ductility,  4-2 
elasticity,  4-2 
fatigue,  4-2 
hardenability,  4-2 
hardness,  4-2 
heat  resistance,  4-3 
machinability,  4-3 
malleability,  4-2 
plasticity,  4-2 
strain,  4-1 
strength,  4-1  to  4-2 
stress,  4-1 
toughness,  4-2 
weldability,  4-3 

standard  marking  of  metals,  4-11  to  4-13 
continuous  identification  marking, 

4-12  to  4-13 
Micrometers,  2-18  to  2-21 


Micrometers — Continued 

miscellaneous  micrometers,  2-21 
outside  micrometer,  2-19  to  2-20 
thread  micrometer,  2-21 
Milling  attachment,  7-23  to  7-24 
Milling  machines  and  milling  operations, 
11-1  to  11-64 

cutters  and  arbors,  11-18  to  11-32 
arbors,  11-28  to  11-32 

mounting  and  dismounting 

arbors,  11-31  to  11-32 
cutters,  11-18  to  11-28 
selection,  11-28 

types  and  uses,  11-19  to  11-27 
feeds,  speeds,  and  coolants,  11-54  to 
11-58 

coolants,  11-57  to  11-58 
feeds,  11-56  to  11-57 
speeds,  11-55  to  11-56 
horizontal  boring  mill,  11-58  to  11-64 
boring  mill  operations,  11-60  to 
11-64 
drilling,  reaming,  and  boring, 

11-60  to  11-61 

in  line  boring,  11-61  to  11-62 
reconditioning  split-sleeve  bear- 
ings, 11-62  to  11-63 
threading,  11-63  to  11-64 
combination  boring  and  facing  head, 

11-59  to  11-60 

right  angle  milling  attachment,  11-60 
indexing  the  work,  11-12  to  11-18 
angular  indexing,  11-14  to  11-15 
compound  indexing,  11-15  to  11-16 
differential  indexing,  11-16  to  11-18 
adjusting  the  sector  arms,  11-18 
wide  range  divider,  11-16  to 

11-18 

direct  indexing,  11-12 
plain  indexing,  11-13  to  11-14 
knee  and  column  milling  machines,  11-1 
to  11-7 

major  components,  11-3  to  11-7 
milling  machine  attachments,  11-52  to 
11-54 

circular  milling  attachment,  11-52 
high  speed  universal  attachment, 

11-52 
rack  milling  attachment,  11-52  to 

11-53 

raising  block,  11-54 
right-angle  plate,  11-54 
tookmaker's  knee,  11-54 
vertical  milling  attachment,  11-52 


Milling  machines  and  milling  operations- 
Continued 

milling  machine  operations,  11-32 
angular  milling,  11-36  to  11-42 
calculations,  11-38  to  11-40 
cutter  setup,  11-36  to  11-37 
machining  two  flats  in  one 

plane,  11-41  to  11-42 
square  or  hexagon  work  mounted 
between  centers,  11-40  to 
11-41 

work  setup,  11-37  to  11-38 
drilling,  reaming,  and  boring  11-51 
to  11-52 

boring,  11-51  and  11-52 
drilling  and  reaming,  11-51 
face  milling,  11-33  to  11-36 
cutter  setup,  11-34 
operation,  11-34  to  11-36 
work  setup,  11-34 
plain  milling,  11-32  to  11-33 
slotting,  parting,  and  milling,  key- 
seats  and  flutes,  11-42  to  11-51 
external  key  seat,  11-43 
fly  cutting,  11-51 
parting,  11-42  to  11-43 
reamer  flutes,  11-49  to  11-51 
slotting,  11-42 
straight  external  keyseats,  11-43 

to  11-45 

straight  flutes,  11-47 
tap  flutes,  11-47  to  11-49 
Woodruff  keyseat,  11-45  to 
11-47 

milling  machine  safety  precautions,  11-64 
special  attachments,  11-11  to  11-12 

slotting  attachment,  11-11  to  11-12 
workholding  devices,  11 -7  to  11-11 
indexing  equipment,  11-7  to  11-11 
dividing  head,  11-8  to  11-9 
gearing  arrangement,  11-9  to 
11-11 

vises,  11-7 
Multiple  screw  threads,  9-21  to  9-23 


N 


NAVSEA  publications,  1-6  to  1-7 

Naval  Ships'  Technical  Manual,  1-6 
NAVSEA  Deckplate,  1-6  to  1-7 

Nonferrous  metals,  4-6  to  4-8 
aluminum  alloys,  4-7 
copper  alloys,  4-6  to  4-7 
lead  alloys,  4-8 


Nonferrous  metals — Continued 

nickel  alloys,  4-7 

tin  alloys,  4-8 

zinc  alloys,  4-7  to  4-8 
Nonresident  training  courses  and  training 
manuals,  1-3 


O 


Offhand  grinding  of  tools,  6-1  to  6-23 
bench  and  pedestal  grinders,  6-2 
carbide  tool  grinder,  6-10 
chip  breaker  grinder,  6-11  to  6-13 
single-point  cutting  tools,  6-12  to 
6-13 
cutting  tool  terminology,  6-12  to 

6-13 

cutting  tool  materials,  6-14  to  6-16 
carbon  tool  steel,  6-14 
cast  alloys,  6-14  to  6-15 
cemented  carbide,  6-15  to  6-16 
brazed  on  tip,  6-15 
mechanically  held  tip  (insert 

type),  6-15  to  6-16 
ceramic,  6-16 
high-speed  steel,  6-14 
engine  lathe  tools,  6-16  to  6-18 
boring  tool,  6-17 
internal-threading  tool,  6-18 
left-hand  facing  tool,  6-16 
left-hand  turning  tool,  6-16 
right-hand  facing  tool,  6-16 
right-hand  turning  tool,  6-16 
round-nose  turning  tool,  6-16 
square-nosed  parting  (cut-off)  tool, 

6-16  to  6-17 
threading  tool,  6-16 

grinding  engine  lathe  cutting  tools,  6-18 
to  6-20 

grinding  tools  for  roughing  cuts, 

6-19  to  6-20 
steps  in  grinding  a  tool  bit,  6-18  to 

6-19 

grinding  handtools  and  drills,  6-23 
grinding  safety,  6-1  to  6-2 
grinding  wheels,  6-2  to  6-10 
diamond  wheels,  6-5 
grain  depth  of  cut,  6-6  to  6-7 
grinding  wheel  selection  and  use, 

6-7  to  6-9 

sizes  and  shapes,  6-2  to  6-3 
truing  and  dressing  the  wheel,  6-9  to 
6-10 


Offhand  grinding  of  tools— Continued 
grinding  wheels — Continued 
wheel  installation,  6-9 
wheel  markings  and  composition,  6-3 
to  6-5 

bond  grade  (hardness),  6-4 
bond  type,  6-4  to  6-5 
grain  size,  6-4 
manufacturer's  record  symbol, 

6-5 

structure,  6-4 

type  of  abrasive,  6-3  to  6-4 
ground-in  chip  breakers,  6-13  to  6-14 
operation  of  the  carbide  tool  grinder, 

6-11 

shaper  and  planer  tools,  6-21  to  6-23 
turret  lathe  tools,  6-20  to  6-21 
wheel  care  and  storage,  6-23 
wheel  selection,  6-11 
On-the-job  training,  1-3 
Operator  qualification,  14-14  to  14-15 


Pantographs,  12-16  to  12-30 
cutter  speeds,  12-24 
engraving  a  dial  face,  12-29  to  12-30 
engraving  a  graduated  collar,  12-29 
grinding  cutters,  12-24  to  12-27 
pantograph  attachments,  12-27  to  12-29 
pantograph  engraver  units,  12-18  to  12-19 
setting  copy,  12-19  to  12-20 
setting  the  pantograph,  12-20  to  12-23 
using  a  circular  copy  plate,  12-29 

Pipe  threads,  9-12 

straight  pipe  threads,  9-12 
tapered  pipe  threads,  9-12 

Piston  rings,  making,  15-31  to  15-32 

Plain  indexing,  11-13  to  11-14 

Plain  milling,  11-32  to  11-33 

Planers,  12-12  to  12-16 

construction  and  maintenance,  12-14 
operating  the  planer,  12-14  to  12-16 
surface  grinding  on  the  planer,  12-16 
types  of  planers,  12-13  to  12-14 

Plasticity,  metals,  4-2 

Plating  tools,  14-14 

Plating  tools,  selecting  and  preparing,  14-24 
to  14-33 

covering  the  full  length,  14-26 
optimum  contact  area  for  the  plating 

tool,  14-26 

plating  tool  anode  materials,  14-31 
plating  tool  covers,  14-31  to  14-33 


Plating  tools,  selecting  and  preparing — 
Continued 

proper  plating  tools,  14-24  to  14-26 
solution-feed  tool,  14-26 
special  tools,  14-29  to  14-30 
standard  tools,  14-26  to  14-29 
Power  pack,  14-13  to  14-14 
Power  pack  components,  14-22  to  14-24 
ammeter,  14-22 

ampere-hour  meter,  14-22  to  14-23 
d.c.  circuit  breakers,  14-22 
forward-reverse  switch,  14-24 
output  leads,  14-24 
output  terminals,  14-23 
start  button,  14-23 
stop  button,  14-23 
voltmeter,  14-22 

Power  saws  and  drilling  machines,  5-1  to  5-31 
continuous  feed  cutoff  saw,  5-4  to  5-5 
band  selection  and  installation,  5-4 

to  5-5 

cutoff  saw  operation,  5-5 
drilling  angular  holes,  5-27  to  5-29 
equipment,  5-27  to  5-29 

angular  drill,  5-28  to  5-29 
chuck,  5-27  to  5-28 
guide  holder,  5-28 
guide  plates,  5-28 
slip  bushings,  5-28 
operation,  5-29 

drilling  machines  and  drills,  5-18  to  5-27 
drilling  machine  safety  precautions, 

5-18 

drilling  operations,  5-22  to  5-27 
correcting  offcenter  starts,  5-25 
counterboring,  countersinking, 
and  spotfacing,  5-25  to  5-26 
drilling  hints,  5-24  to  5-25 
holding  the  work,  5-23  to  5-24 
reaming,  5-26 
speeds,  feeds  and  coolants,  5-22 

to  5-23 

tapping,  5-26  to  5-27 
twist  drill,  5-20  to  5-22 
types  of  machines,  5-18  to  5-20 
metal  cutting  bandsaws,  5-5  to  5-18 
bandsaw  terminology,  5-6  to  5-9 
band  tool  guides,  5-8  to  5-9 
file  bands,  5-7  to  5-8 
polishing  bands,  5-8 
saw  bands,  5-7 

sawing  operations,  5-15  to  5-18 
angular  cutting,  5-16 
contour  cutting,  5-16  to  5-17 
disk  cutting,  5-17 


Power  saws  and  drilling  machines — Continued 
metal  cutting  bandsaws — Continued 
sawing  operations — Continued 

filing  and  polishing,  5-17  to  5-18 

general  rules,  5-15 

inside  cutting,  5-17 

straight  cuts  with  power  feed, 

5-15  to  5-16 

selection  of  saw  bands,  speeds  and 
feeds,  5-9  to  5-12 
band  speeds,  5-12 
band  width  and  gauge,  5-10  to 

5-12 

tooth  pitch,  5-10 

sizing,  splicing,  and  installing  bands, 
5-12  to  5-15 
band  length,  5-13 
band  splicing,  5-13  to  5-14 
installing  bands,  5-14  to  5-15 
metal  disintegrators,  5-29  to  5-31 
power  hacksaws,  5-1  to  5-3 
blade  selection,  5-2  to  5-3 
coolant,  5-3 
feeds  and  speeds,  5-3 
power  hacksaw  operation,  5-3 
power  saw  safety  precautions,  5-1 
Precision  grinding  machines,  13-1  to  13-21 
cylindrical  grinder,  13-7  to  13-9 
sliding  table,  13-8 
using  the  cylindrical  grinder,  13-8  to 

13-9 

wheelhead,  13-8 
cutter  sharpening  setups,  13-13  to 

13-19 

angular  cutters,  13-16 
end  mills,  13-16  to  13-18 
formed  cutters,  13-18  to  13-19 

grinding  a  tap,  13-19 
plain  milling  cutters  (helical  teeth), 

13-13  to  13-14 

sidemilling  cutters,  13-14  to  13-15 
staggered  tooth  cutters,  13-15  to 

13-16 

hones  and  honing,  13-19 
portable  honing  equipment,  13-20 
setting  the  clearance  angle,  13-12  to  13-13 
speeds,  feeds,  and  coolants,  13-1  to  13-3 
coolants,  13-2  to  13-3 
depth  of  cut,  13-2 
traverse  (work  speed),  13-2 
wheel  speeds,  13-1  to  13-2 
stationary  honing  equipment,  13-20  to 

13-21 

stone  removal,  13-21 
stone  selection,  13-21 


Precision  grinding  machines— Continued 
surface  grinder,  13-3  to  13-7 
cross  traverse  table,  13-4 
sliding  table,  13-4 
using  the  surface  grinder,  13-6  to 

13-7 

wheelhead,  13-4 

workholding  devices,  13-4  to  13-6 
magnetic  chucks,  13-5  to  13-6 
universal  vise,  13-6 
tool  and  cutter  grinder,  13-9  to  13-12 
cutter  sharpening,  13-10  to  13-12 
dressing  and  truing,  13-11 
tooth  rest  blades  and  holders, 

13-11  to  13-12 
wheelhead,  13-9 
workhead,  13-9 
Precision  work,  3-21  to  3-35 
broaching,  3-24 
classes  of  fit,  3-30  to  3-32 
hand  reaming,  3-22  to  3-24 
hand  taps  and  dies,  3-24  to  3-29 
hydraulic  and  arbor  presses,  3-32 
oxyacetylene  equipment,  3-32  to  3-35 
removal  of  burrs  and  sharp  edges,  3-22 
removing  broken  taps,  3-29  to  3-30 
scraping,  3-21  to  3-22 
Preplating  instructions,  14-55 
Pressure  seal  bonnet  globe  valves,  15-23  to 

15-24 

Processing  instructions,  14-20  to  14-21 
Properties  of  metals,  4-1  to  4-3 


Q 


Quality  assurance,  15-36  to  15-39 


R 


Rack  milling  attachment,  11-52  to  11-53 
Raising  block,  11 -54 

Repair  Department  and  repair  work,  15-1  to 
15-39 
machine  shop  maintenance,  15-27  to 

15-28 

making  piston  rings,  15-31  to  15-32 
quality  assurance,  15-36  to  15-39 

calibration  servicing  labels  and  tags, 
15-36  to  15-39 
calibrated,  15-38 
calibrated-in-place,  15-39 


Repair  Department  and  repair  work- 
Continued 
quality  assurance— Continued 

calibration  servicing  labels  and 
tags— Continued 
calibration  not  required — not 
used  for  quantitative  measure- 
ment, 15-38  to  15-39 
calibration  void  if  seal  broken, 

15-39 

inactive,  15-39 
rejected,  15-39 
special  calibration,  15-38 
removing  broken  bolts  and  studs, 
15-28  to  15-31 

removing  a  broken  bolt  and  re- 
tapping  the  hole,  15-30  to  15-31 
removing  a  broken  tap  from  a  hole, 

15-31 

repair  department  organization  and 
personnel,  15-1  to  15-5 
assistant  repair  officer,  15-4 
division  officers,  14-4 
enlisted  personnel,  15-4  to  15-5 
repair  officer,  15-1  to  15-4 
repair  department  shops,  15-5  to  15-7 
machine  shop,  15-5  to  15-6 
other  repair  shops,  15-6  to  15-7 
repair  work,  15-7  to  15-27 
gears,  15-8  to  15-12 

diametral  pitch  system,  15-10  to 

15-11 
machining  the  gear,  15-11  to 

15-12 
spur  gear  terminology,  15-8  to 

15-9 

repairing  pumps,  15-25  to  15-27 
shafts,  15-12  to  15-14 

manufacturing  a  new  shaft, 

15-12  to  15-13 

repairing  shafts,  15-13  to  15-14 
valves,  15-14  to  15-25 

assembling  high-pressure  steam 

valves,  15-24  to  15-25 
ball  valve,  15-17  to  15-18 
constant-pressure  governor, 

15-20  to  15-23 
double  seated  valves,  15-23 
duplex  strainer  valves,  15-23 
gate  valve,  15-18  to  15-20 
globe  valve,  15-14  to  15-17 


INDEX-11 


Repair  Department  and  repair  work — 
Continued 

repair  work — Continued 
valves—Continued 

pressure  seal  bonnet  globe 

valves,  15-23  to  15-24 
testing  valves,  15-25 
spring  winding,  15-32  to  15-36 

tables  for  spring  winding,  15-32 

to  15-36 

Right-angle  plate,  1 1-54 
Ring  and  plug  gauges,  9-14 
Rockwell  hardness  test,  4-19  to  4-21 


Safety,  1-4  to  1-5 

Safety,  grinding,  6-1  to  6-2 

Safety:  oxyacetylene  equipment,  3-35  to  3-36 

flashback  and  backfire,  3-36 
SCC  and  SCO  anodes-special  purpose,  14-36 
SCC  and  SCO  series  anodes,  14-34 
Scope  of  the  Machinery  Repairman  rating, 
1-1  to  1-7 
addendum,  1-7 
on-the-job  training,  1-3 
other  training  manuals,  1-3  to  1-4 
purposes,  benefits,  and  limitations  of  the 
planned  maintenance  system,  1-5  to  1-6 
benefits,  1-6 
limitations,  1-6 
purposes,  1-6 
safety,  1-4  to  1-5 

sources  of  information,  1-6  to  1-7 
drawings,  1-7 

engineering  handbooks,  1-7 
manufacturer's  technical  manuals, 

1-7 

NAVSEA  publications,  1-6  to  1-7 
Naval  Ships'  Technical  Manual, 

1-6 

NAVSEA  Deckplate,  1-6  to  1-7 
training,  1-2  to  1-3 

formal  schools,  1-2  to  1-3 
training  manuals  and  nonresident  training 

courses,  1-3 

typical  assignment  and  duties,  1-2 
Screw  threads,  9-7  to  9-12 

other  forms  of  threads,  9-11  to  9-12 
V-threads,  9-9  to  9-10 
Shafts,  repair,  15-12  to  15-14 

manufacturing  a  new  shaft,  15-12  to 
15-13 
repairing  shafts,  15-13  to  15-14 


Shaper  and  planer  tools,  6-21  to  6-23 
Shapers,  planers,  and  engravers,  12-1  to  12-30 
pantographs,  12-16  to  12-30 
cutter  speeds,  12-24 
engraving  a  dial  face,  12-29  to  12-30 
engraving  a  graduated  collar,  12-29 
grinding  cutters,  12-24  to  12-27 
grinding  single-flute  cutters, 

12-24  to  12-27 
grinding  square-nose  single-flute 

cutters,  12-27 

grinding  three-  and  four-sided 
cutters,  12-27 
pantograph  attachments,  12-27  to 

12-29 

pantograph  engraver  units,  12-18  to 
12-19 

copyholder,  12-19 
cutterhead  assembly,  12-19 
pantograph  assembly,  12-19 
supporting  base,  12-18  to  12-19 
worktable,  12-19 
setting  copy,  12-19  to  12-20 
setting  the  pantograph,  12-20  to 

12-23 

using  a  circular  copy  plate,  12-29 
planers,  12-12  to  12-16 

construction  and  maintenance,  12-14 
operating  the  planer,  12-14  to  12-16 
feeds,  12-14  to  12-15 
holding  the  work,  12-15  to  12-16 
rail  elevation,  12-15 
table  speeds,  12-14 
surface  grinding  on  the  planer,  12-16 
types  of  planers,  12-13  to  12-14 
shapers,  12-1  to  12-12 

shaper  assemblies,  12-1  to  12-5 
crossrail  assembly,  12-3 
drive  assembly,  12-1  to  12-2 
main  frame  assembly,  12-1 
table  feed  mechanism,  12-4 
toolhead  assembly,  12-4  to  12-5 
shaper  operations,  12-6  to  12-12 
shaping  a  rectangular  block, 

12-8  to  12-9 
shaping  an  internal  key  way, 

12-10  to  12-11 

shaping  angular  surfaces,  12-9 
shaping  irregular  surfaces,  12-11 

to  12-12 
shaping  keyways  in  shafts,  12-9 

to  12-10 
speeds  and  feeds,  12-7  to  12-8 


Shapers,  planers,  and  engravers — Continued 

shapers — Continued 

shaper  safety  precautions,  12-6 
toolholders,  12-5  to  12-6 
types  of  shapers,  12-1 

vertical  shapers,  12-12 
Single-point  cutting  tools,  6-12  to  6-13 
Slotting  attachment,  milling  machines,  11-11 

to  11-12 
Slotting,  parting,  and  milling  keyseats  and 

flutes,  11-42  to  11-51 
Spark  test,  metals,  4-14  to  4-16 
Speeds,  feeds,  and  coolants,  13-1  to  13-3 

coolants,  13-2  to  13-3 

depth  of  cut,  13-2 

traverse  (work  speed),  13-2 

wheel  speeds,  13-1  to  13-2 
Spring  winding,  15-32  to  15-36 

tables  for  spring  winding,  15-32  to  15-36 
Spur  gear  terminology,  15-8  to  15-9 
Square  thread,  9-11 
Standard  marking  of  metals,  4-11  to  4-13 

continuous  identification  marking,  4-12  to 

4-13 

Stationary  honing  equipment,  13-20  to  13  "" 
Stone  removal,  13-21 
Stone  selection,  13-21 
Strain,  metals,  4-1 
Strength,  metals,  4-1  to  4-2 
Stress,  metals,  4-1 
Surface  grinder,  13-2  to  13-7 

cross  traverse  table,  13-4 

sliding  table,  13-4 

using  the  surface  grinder,  13-6  to  13-7 

wheelhead,  13-4 

workholding  devices,  13-4  to  13-6 
Symbols,  common  blueprint,  3-3  to  3-8 

surface  texture,  3-3  to  3-8 


Tabular  information  of  benefit  to  Machinery 

Repairman,  AI-1  to  AI-25 
Tailstock,  engine  lathe,  7-5  to  7-6 
Taper  attachment,  7-21  to  7-23 
Tapers,  9-1  to  9-7 

methods  of  turning  tapers,  9-3  to  9-6 

taper  boring,  9-6  to  9-7 
Terminology,  14-15  to  14-18 
Testing  valves,  15-25 
Thermal  spray  systems,  14-1  to  14-11 

applying  the  coating,  14-6  to  14-7 

approved  applications,  14-1 


Thermal  spray  systems— Continued 

preparing  the  surfaces,  14-3  to  14-6 
qualification  of  personnel,  14-2 
safety  precautions,  14-2 
types  of  thermal  spray,  14-2  to  14-3 
Threads,  other  forms  of,  9-11  to  9-12 
Three  wire  method,  9-15  to  9-16 
Tool  bit,  steps  in  grinding  a,  6-18  to  6-19 
Toolholders,  7-16  to  7-17,  12-5  to  12-6 
Toolmaker's  knee,  11-54 
Toolposts,  7-15 
Toolrooms  and  tools,  2-1  to  2-23 

shop  measuring  gauges,  2-5  to  2-23 
adjustable  gauges,  2-5  to  2-13 

adjustable  parallel,  2-12  to  2-13 
cutter  clearance  guage,  2-12 
dial  bore  gauge,  2-10 
dial  indicators,  2-5  to  2-7 
dial  vernier  caliper,  2-8  to  2-9 
gear  tooth  vernier,  2-12 
internal  groove  gauge,  2-10 
surface  gauge,  2-13 
universal  bevel,  2-10  to  2-12 
universal  vernier  bevel  protractor, 

2-10 

vernier  caliper,  2-7 
vernier  height  gauge,  2-8 
care  and  maintenance  of  gauges,  2-21 
to  2-23 
dials,  2-23 

micrometers,  2-21  to  2-23 
vernier  gauges,  2-23 
fixed  gauges,  2-13  to  2-18 

graduated  gauges,  2-14  to  2-17 
nongraduated  gauges,  2-17  to 

2-18 
micrometers,  2-18  to  2-21 

depth  micrometer,  2-20  to  2-21 
inside  micrometer,  2-20 
miscellaneous  micrometers,  2-21 
outside  micrometer,  2-19  to  2-20 
thread  micrometer,  2-21 
tool  issue  room,  2-1  to  2-5 
control  of  tools,  2-4 
organization  of  the  toolroom,  2-1  to 

2-4 
safety  in  the  toolroom  and  the  shop, 

2-4  to  2-5 

Tracing  attachments,  7-24  to  7-25 
Training,  1-2  to  1-3 

formal  schools,  1-2  to  1-3 
Training  manuals  and  nonresident  training 

courses,  1-3 
Traverse  (work  speed),  13-2 


Turret  lathe  tools,  6-20  to  6-21 
Turret  lathes  and  turret  lathe  operations, 
10-1  to  10-28 

horizontal  turret  lathes,  10-1  to  10-8 
classification  of  horizontal  turret 

lathes,  10-2  to  10-4 
components,  10-4  to  10-8 
feed  train,  10-4  to  10-5 
feed  trips  and  stops,  10-5  to 

10-7 

headstock,  10-4 
threading  mechanisms,  10-7  to 

10-8 

turret  lathe  operations,  10-8  to  10-24 
boring,  10-17  to  10-21 
forming,  10-18 
grinding  boring  cutters,  10-17  to 

10-18 

taper  turning,  10-20  to  10-21 
threading,  10-18  to  10-20 
horizontal  turret  lathe  type  work, 
10-21  to  10-24 
a  shoulder  stud  job,  10-22 
a  tapered  stud  job,  10-22  to 

10-24 

tooling  horizontal  turret  lathes,  10-9 
to  10-17 
grinding  and  setting  turret  lathe 

tools,  10-12  to  10-16 
holding  the  work,  10-11  to 

10-12 
selecting  speeds  and  feeds, 

10-16 

using  coolants,  10-16  to  10-17 
turret  lathe  safety,  10-1 
vertical  turret  lathes,  10-24  to  10-28 
taper  turning  on  a  vertical  turret 

lathe,  10-27  to  10-28 
tooling  vertical  turret  lathes,  10-26 
to  10-27 


U 

Units  of  measurements,  3-8  to  3-9 
English  system,  3-8 
metric  system,  3-9 


V-threads,  9-9  to  9-10 
Valves,  15-14  to  15-25 

assembling  high-pressure  steam  valves, 

15-24  to  15-25 
ball  valve,  15-17  to  15-18 
constant-pressure  governor,  15-20  to 

15-23 

double  seated  valves,  15-23 
duples  strainer  valves,  15-23 
gate  valve,  15-18  to  15-20 
globe  valve,  15-14  to  15-17 
pressure  seal  bonnet  globe  vlaves,  15-23 

to  15-24 

testing  valves,  15-25 
Vickers  hardness  test,  4-22  to  4-24 
file  hardness  test,  4-22  to  4-24 
Vertical  milling  attachment,  11-52 
Vertical  turret  lathes,  10-24  to  10-28 

taper  turning  on  a  vertical  turret  lathe, 

10-27  to  10-28 
tooling  vertical  turret  lathes,  10-26  to 

10-27 

Vertical  shapers,  12-12 
Vises,  11-7 


W 

Weldability,  metals,  4-3 
Wheelhead,  13-4 
Wheel  speeds,  13-1  to  13-2 
Wire-oxygen-fuel  spray,  14-2  to  14-3 
Workholding  devices,  11-7  to  11-11,  13-4 
to  13-6 


U.S.  GOVERNMENT  PfWfflNG  OFFICE:  1990-731-068/20043