Where taps fear to thread

Author Daniel McCann
Published
December 01, 2009 - 11:00am

Rather than using taps to thread steel prior to hardening, a growing number of shops are opting to thread mill heat-treated steel.

If the tap broke it could damage the thread, which would mean scrapping the part—and Dusan Micic wasn’t about to take that chance. Micic, owner of the 3½-year-old job shop Redrox Industrial, Mississuaga, Ontario, specializes in 5-axis milling of aerospace and military parts. Careful planning for such jobs is as essential as skillful machining, and in June 2008 Micic received a work order that prompted him to consult toolmaker Myles Tool Co. Inc., Sanborn, N.Y., which also houses a machine shop.

The part, he explained to Joe Adams, Myles Tool’s cutter grind supervisor, was a camera-mounting plate. Composed of 17-4 precipitation hardened stainless steel heat-treated to a hardness of 45 HRC, the component called for internal threads in a series of holes, two of which—each measuring 0.106" in diameter and ¼" deep—were especially small.

Tapping wasn’t an option. The material was too hard; the risk of the tool snapping too great. “When a tap breaks it can be very difficult to take out, and the hole could be damaged,” Micic said. While a tap is completely embedded in a workpiece as it threads, a thread mill rotates freely inside the drilled hole, sculpting a thread with each turn. The thread mill’s movements are controlled by 3-axis mills using simultaneous helical interpolation (X and Y axes traveling in a circular direction while the Z-axis follows a linear path). Should the tool break, it falls to the bottom where it’s easily retrieved with needle-nose pliers.

Adams suggested threading the holes with a 6-32 thread mill (No. 6 thread at 32 threads per inch). “It’s a submicrograin solid-carbide tool, which has high transverse rupture strength, coated with aluminum titanium nitrate,” Adams said.

Then Micic and Adams calculated the necessary feeds and speeds. “In our machine shop,” said Adams, “we have a hard mill tool for milling up to 62-HRC materials, so I went to that feed and speed chart and then backed the numbers off about 30 percent because the geometry of the 6-32 isn’t like a hard mill; it’s only 0.100" in diameter. Heat-treated material is much more abrasive than material in the soft state. When you machine [hardened steel] you have to be very toolload conscientious; you have to watch how much you’re going to push that tool because it’s only as strong as its smallest diameter.”

Micic programmed his Haas 3-axis VF5 to thread at 2,100 rpm, with a feed rate of 1.5 ipm. He used a fixture plate to hold the workpiece. To minimize vibration and tool load, Micic arced in and out of the hole. Starting at the bottom of the part, he used the climb milling technique, whereby the feed and rotating thread mill revolve in the same direction. The action ensures that chips fall behind the thread mill, which helps provide optimal surface finish and extend tool life.

The 6-32 tool completed the first pass in each hole in about 20 seconds. “You can’t get too aggressive with this material. I did three passes in each hole, a semifinish and two finish passes,” Micic said. “I still do taps, but it all depends on the application. If it’s a very difficult application, I thread mill. It gives me peace of mind.”

Heat-Treated Steel

Thread milling internal threads in heat-treated steel parts from 40 to 55 HRC has gained ground in recent years as part of a wider trend among shops to machine harder, more resilient materials. Jim Hartford, vice president of Advent Tool and Manufacturing Inc., Lake Bluff, Ill., estimated that during the past 5 years, the percentage of his customers thread milling heat-treated steel has increased about 30 percent.

The trend has been abetted by technological advances such as CNC 3-axis machinery capable of simultaneous, multiaxis helical interpolation, the increased use of solid-carbide thread mills and, not least, shops’ interest in streamlining operations.

Traditionally, companies working with hardened steel threaded it first with either a tap or a thread mill, sent it out for heat treatment, had it shipped back and then performed grinding or whatever was necessary to rectify problems due to heat-related movement in the steel. It was often a cumbersome, time-consuming regimen. “If you buy the material already hardened, all you have to do is machine it,” said Nick Gaten, manager of global milling at Kennametal Inc., Latrobe, Pa. “It’s a lot faster to deliver a part from a hardened piece of steel than it is to do it the traditional way. And, of course, speed is a big advantage when it comes to winning orders.”

Machining hardened steel—and thereby avoiding possible thread movement or distortion due to heat treating—also improves quality, said Don Halas, threading and grooving product manager for Seco Tools Inc., Troy, Mich. “You get a perfectlooking thread and you don’t have to chase anything out [scale from heat treatment] because the finish is exceptionally good. Also, because you thread after heat treating, your positioning is 100 percent accurate.”

Carbide Thread Mills

The tool of choice for threading holes ¾" in diameter and smaller in heat-treated steel is the solid-carbide thread mill. The indexable carbide model is recommended by many toolmakers for larger holes. Indexables are favored because they provide greater cost savings; rather than replacing the entire tool due to wear, only the inserts need to be changed. Hartford of Advent Tool, which makes carbide thread mills, said the company’s tools are fabricated with carbide blends for hardness and added flexibility to provide “a little deflection for the side pressures.”

He added, “We use a special submicron blend with 10 percent cobalt for harder steel, 12 percent cobalt for softer steel and, for diamond-coated tooling, more of a standard-size micron with 6 percent cobalt.”

The company grinds and hones the edge of the thread mill. “Because the high-cobalt blend with a hardness of about 91 HRA might make the tool wear quickly, we use vapor deposition to draw a titanium-aluminum-nitride coating on it to increase hardness,” said Hartford.

Milling Stainless

X-L Engineering Inc., Niles, Ill., makes medical and aerospace components and, depending on the job, will either mill or tap threads. “We make a lot of internal components used in tools for surgeries,” said Ted Tworek, production manager. “The majority of parts we deal with are 1" in diameter or smaller.”

Aside from material hardness, the amount of clearance at the bottom of a hole can be the deciding factor for choosing whether to thread mill or tap. If the hole is too shallow for a tap’s lead thread length, a thread mill makes more sense. “You hold size better [with the thread mill] compared to a bottom tap, which has a tendency to cut oversize,” said Tworek.

A recent job involved threading for a component used in an air-driven surgical tool. It was a 416 stainless steel part that had been heat treated to 36 to 44 HRC. The job called for a 2-56 thread with a minimum thread depth of 0.125" and a maximum drill depth of 0.150" in a 0.070"-dia. hole.

Tworek used a 2-56 Vardex thread mill set at 9,600 rpm with a feed rate of about 14.5 ipm. He programmed the tool to make four passes, using the climb milling technique. “Because of the harder material, you have a bigger chance of blowing up the tool, so I like to add passes,” he said. Tworek made two passes removing about 0.003" of material each time, and two spring passes to produce a clean finish. “It took less than a minute,” he said. “So there was really no time difference between tapping and thread milling. It all comes down to the value of the part
and the application.”

Climb milling, as practiced by Micic and Tworek, is essential to effective thread milling, said William Durow, senior milling specialist for Sandvik Coromant Co., Fair Lawn, N.J. “When you climb mill, you ensure a thick-to-thin chip,” he said. “Carbide thread mills work very well in compression; when you conventional mill you create tensile stresses, which carbide does not like. [Conventional milling] also creates more heat, and when you are dealing with difficult- to-machine materials the conditions are multiplied.”

Tapping vs. Thread Milling

While X-L Engineering’s Tworek noted that tapping and thread milling run noseto- nose in terms of threading time, tapping has the clear advantage when it comes to certain-sized holes in hardened material. Using a tap is the prudent option when the depth-to-diameter ratio is about 3:1 or greater. Thread mill deflection becomes a greater risk in those cases. “As the thread mill descends a deep hole, it loses rigidity and there’s a push-away effect from the workpiece, so the tool cannot thread effectively,” said Seco’s Halas. “While there’s always the chance that a tap can break, it’s the better option.”

Other than long-hole applications, thread milling’s effectiveness in hardened steel clearly surpasses that of tapping, according to sources for this article. In addition to the capabilities already cited, thread milling provides smaller chips—about 0.3" long—while those produced during tapping can be several times larger, which can present evacuation challenges. Also, thread mills can be programmed to machine holes of varying diameters and pitch, while a tap is limited to a single pitch and hole size. “Let’s say you want to change the pitch diameter, make it larger or smaller,” said Halas. “Well, you can do that with a CNC offset machine—and even make right- and left-handed threads with the same thread mill. You cannot do that with a tap. Whatever tap you buy, that’s what you get. So that’s a big advantage of thread mills.”

And while a thread mill can cost five times or more than a tap, it’s much more likely than a tap to remain intact for multiple threading jobs on hardened material. (A tap for the hole Micic threaded costs about $16, whereas the price of a 6-32 thread mill can run from about $57 to $97.)

Thread mills also provide deeper, stronger threads. “When you tap, you drill the hole first, generally 25 percent larger [than the minor diameter] to make the tapping operation easier,” Halas said. “That means that the thread is not 100 percent; it’s only 75 percent because you lost 25 percent drilling oversize. With thread milling, you do the opposite. You go in undersize, take the material off and get a 100 percent thread on there. What you gain from that is 5 percent to 7 percent more thread strength.”

Quality Threads

Achieving optimal thread milling results usually requires little more than correctly programming thread mill software, which is provided by thread mill manufacturers. “With our guide, you type in the tool you’re using and the kind of material you’re working on and it generates the code for you,” Sandvik’s Durow said. “It gives you your feeds and speeds in a [Microsoft] Word file, you pop it into your program and you’re good to go.”

Problems can occur when companies neglect programming guidelines. “Some people use the software just to pick the tool,” Kennametal’s Gaten said. “But if you don’t use the output feeds and speeds that are on the CNC program that the software generates, you can have trouble.” Companies that forego programming guidelines commonly miscalculate feeds, Gaten continued. “If you have a tool in a hole that’s not much bigger than the tool itself, the tool’s going around the periphery of the thread, but the center of the tool is going around a much smaller diameter. The machine tool is controlling the feed rate of that smaller diameter, and people often work out the feed rate at the cutting edge and forget to compensate it down for the difference in the radius that the tool’s going around compared to the radius that the center of the tool is going around. You end up having horrendously high feeds, and the thread mills chip.”

Also, shops working with hardened materials sometimes need to conduct multiple threading passes to ensure a quality thread, Seco’s Halas said. “Let’s say the length of the thread is 1" and you get three-quarters of the way down and the tool stops,” he continued. “That means the cutter was pushing away; it couldn’t cut the threads large enough and [the threading] actually looks like a bell as it gets narrower toward the bottom. But if you do an extra pass, or sometimes three passes, that helps to alleviate that.”

As for further developments to enhance thread milling’s capabilities, Halas said Seco is experimenting with thread mills made of CBN, a material nearly as hard as diamond. If it proves effective, it will be another step forward for shops interested in thread milling heat-treated steel. “Once shops try thread milling, they’re hooked,” Halas said. “Actually, we’ve seen an increase in thread mill sales since [the economy] slowed down. Previously, most shops were running full kilt. They didn’t have time to try it. So now they are trying thread milling, and they really like it.” CTE


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Contributors

Advent Tool and Manufacturing Inc.
(800) 847-3234
www.advent-threadmill.com

Applied Thermal Technologies Inc.
(866) 998-6029
www.appliedthermaltechnologies.com

Kennametal Inc.
(800) 446-7738
www.kennametal.com

Myles Tool Co. Inc.
(716) 731-1300
www.mylestool.com

Redrox Industrial
(905) 670-2277

Sandvik Coromant Co.
(800) 726-3845
www.sandvik.coromant.com/us

Seco Tools Inc.
(248) 528-5200
www.secotools.com

X-L Engineering Corp.
(847) 965-3030
www.xleng.com

Making steel hard—but not too hard

In warsaw, ind., Applied Thermal Technologies Inc. specializes in vacuum heat treating and brazing steels and exotic materials. Equipped with nine vacuum furnaces and eight tempering furnaces, the company serves the orthopedic and aerospace industries, said Micky Bradican, president of Applied Th ermal. “While medical implants are usually made of titanium, surgical instruments are typically stainless steel, and aerospace runs that gamut from Inconels to cobalt alloys, titanium and stainless steels,” he said.

Methods of heat treating the metals to increase hardness and tensile strength vary. Steel, a ferrous metal, generally undergoes a two-step process called “quench and temper hardening.” Depending on the chemistry and size of the part, the steel is heated to 1,400° F or higher for a minimum of 30 minutes. Heating repositions the carbon atoms and strengthens the atomic bonds. Th e steel is then quickly quenched in water, oil or air, locking the carbon atoms in place. Tempering, the next step, involves reheating the steel from 200° F to 800° F to reduce some of the hardness, yet retain enough for the part’s intended use.

While quench and temper is used for most steels, it’s not the sole method of heat treating the material. Th e specifi c chemical composition (percentage of carbon, iron and other alloys) is the determining factor. For instance, the 17-4 PH stainless steel plate for the camera mount cited at the beginning of the main article contains iron, nickel and chromium, and would have required a single-step process (heating at 900° F for 1 hour) to achieve a hardness of 45 HRC.

—D. McCann

Troubleshooting common thread mill problems

Myles Tool Inc. Co. has compiled a troubleshooting chart listing the 11 the most common problems and solutions for thread milling. Th e four most prominent problems and corresponding solutions are listed below. To view the entire list, visit www.ctemag.com, click on “Machine Operations, Cutting” and scroll down to “Where Taps Fear to Thread.”

1. Thread mill is showing accelerated or excessive wear.

Causes:

a) Incorrect speed and feed selection. Solution: verify the correct speed and feed was selected from the speed and feed chart.

b) Excessive tool pressure. Solutions: Decrease the feed per tooth; perform tool change at quicker intervals; check the tool for excessive wear—beginning threads will wear the fastest.

c) Incorrect coating creating built-up edge. Solutions: Investigate other coatings; increase the coolant fl ow and volume.

d) Spindle speed is too high. Solution: Decrease the spindle speed.

2. Cutting edges are chipping.

Causes:

a) Incorrect speed and feed selection. Solution: Verify the correct speed and feed selection was selected from the speed and feed chart.

b) Th read mill moved or slipped in its holding device. Solution: Use hydraulic clamping chuck.

c) Lack of machine rigidity. Solutions: Verify the workpiece is being properly clamped; retighten or increase stability if needed.

d) Insuffi cient coolant pressure or fl ow. Solution: Increase the coolant fl ow and volume.

3. Steps in thread profile.

Causes:

a) Feed rate is too high. Solution: Decrease the feed rate per tooth.

b) Ramp-in is programmed as an axial move. Solution: Make sure the threadmill is arcing in the major diameter instead of making a radial move.

c) Excessive thread mill wear. Solution: Perform tool change at quicker intervals.

d) Tool is sticking out of the holder too far. Solution: Make the amount of overhang in the holding device as short as possible.

4. Gage difference from part to part.

Causes:

a) Tool is sticking too far out of the holder. Solution: Reduce the overhang in the holding device as much as possible.

b) Incorrect coating creating BUE. Solutions: Investigate other coatings; increase the coolant flow and volume.

c) Excessive thread mill wear. Solution: Perform tool change at quicker intervals.

d) Workpiece moving in its fixturing. Solution: Verify workpiece is being properly clamped—retighten or increase stability if necessary.

Related Glossary Terms

  • abrasive

    abrasive

    Substance used for grinding, honing, lapping, superfinishing and polishing. Examples include garnet, emery, corundum, silicon carbide, cubic boron nitride and diamond in various grit sizes.

  • alloys

    alloys

    Substances having metallic properties and being composed of two or more chemical elements of which at least one is a metal.

  • built-up edge ( BUE)

    built-up edge ( BUE)

    1. Permanently damaging a metal by heating to cause either incipient melting or intergranular oxidation. 2. In grinding, getting the workpiece hot enough to cause discoloration or to change the microstructure by tempering or hardening.

  • built-up edge ( BUE)2

    built-up edge ( BUE)

    1. Permanently damaging a metal by heating to cause either incipient melting or intergranular oxidation. 2. In grinding, getting the workpiece hot enough to cause discoloration or to change the microstructure by tempering or hardening.

  • chuck

    chuck

    Workholding device that affixes to a mill, lathe or drill-press spindle. It holds a tool or workpiece by one end, allowing it to be rotated. May also be fitted to the machine table to hold a workpiece. Two or more adjustable jaws actually hold the tool or part. May be actuated manually, pneumatically, hydraulically or electrically. See collet.

  • clearance

    clearance

    Space provided behind a tool’s land or relief to prevent rubbing and subsequent premature deterioration of the tool. See land; relief.

  • climb milling ( down milling)

    climb milling ( down milling)

    Rotation of a milling tool in the same direction as the feed at the point of contact. Chips are cut to maximum thickness at the initial engagement of the cutter’s teeth with the workpiece and decrease in thickness at the end of engagement. See conventional milling.

  • computer numerical control ( CNC)

    computer numerical control ( CNC)

    Microprocessor-based controller dedicated to a machine tool that permits the creation or modification of parts. Programmed numerical control activates the machine’s servos and spindle drives and controls the various machining operations. See DNC, direct numerical control; NC, numerical control.

  • coolant

    coolant

    Fluid that reduces temperature buildup at the tool/workpiece interface during machining. Normally takes the form of a liquid such as soluble or chemical mixtures (semisynthetic, synthetic) but can be pressurized air or other gas. Because of water’s ability to absorb great quantities of heat, it is widely used as a coolant and vehicle for various cutting compounds, with the water-to-compound ratio varying with the machining task. See cutting fluid; semisynthetic cutting fluid; soluble-oil cutting fluid; synthetic cutting fluid.

  • cubic boron nitride ( CBN)

    cubic boron nitride ( CBN)

    Crystal manufactured from boron nitride under high pressure and temperature. Used to cut hard-to-machine ferrous and nickel-base materials up to 70 HRC. Second hardest material after diamond. See superabrasive tools.

  • depth-to-diameter ratio

    depth-to-diameter ratio

    Ratio of the depth of a hole compared to the diameter of the tool used to make the hole.

  • feed

    feed

    Rate of change of position of the tool as a whole, relative to the workpiece while cutting.

  • fixture

    fixture

    Device, often made in-house, that holds a specific workpiece. See jig; modular fixturing.

  • gang cutting ( milling)

    gang cutting ( milling)

    Machining with several cutters mounted on a single arbor, generally for simultaneous cutting.

  • grinding

    grinding

    Machining operation in which material is removed from the workpiece by a powered abrasive wheel, stone, belt, paste, sheet, compound, slurry, etc. Takes various forms: surface grinding (creates flat and/or squared surfaces); cylindrical grinding (for external cylindrical and tapered shapes, fillets, undercuts, etc.); centerless grinding; chamfering; thread and form grinding; tool and cutter grinding; offhand grinding; lapping and polishing (grinding with extremely fine grits to create ultrasmooth surfaces); honing; and disc grinding.

  • grooving

    grooving

    Machining grooves and shallow channels. Example: grooving ball-bearing raceways. Typically performed by tools that are capable of light cuts at high feed rates. Imparts high-quality finish.

  • hardening

    hardening

    Process of increasing the surface hardness of a part. It is accomplished by heating a piece of steel to a temperature within or above its critical range and then cooling (or quenching) it rapidly. In any heat-treatment operation, the rate of heating is important. Heat flows from the exterior to the interior of steel at a definite rate. If the steel is heated too quickly, the outside becomes hotter than the inside and the desired uniform structure cannot be obtained. If a piece is irregular in shape, a slow heating rate is essential to prevent warping and cracking. The heavier the section, the longer the heating time must be to achieve uniform results. Even after the correct temperature has been reached, the piece should be held at the temperature for a sufficient period of time to permit its thickest section to attain a uniform temperature. See workhardening.

  • hardness

    hardness

    Hardness is a measure of the resistance of a material to surface indentation or abrasion. There is no absolute scale for hardness. In order to express hardness quantitatively, each type of test has its own scale, which defines hardness. Indentation hardness obtained through static methods is measured by Brinell, Rockwell, Vickers and Knoop tests. Hardness without indentation is measured by a dynamic method, known as the Scleroscope test.

  • inches per minute ( ipm)

    inches per minute ( ipm)

    Value that refers to how far the workpiece or cutter advances linearly in 1 minute, defined as: ipm = ipt 5 number of effective teeth 5 rpm. Also known as the table feed or machine feed.

  • interpolation

    interpolation

    Process of generating a sufficient number of positioning commands for the servomotors driving the machine tool so the path of the tool closely approximates the ideal path. See CNC, computer numerical control; NC, numerical control.

  • micron

    micron

    Measure of length that is equal to one-millionth of a meter.

  • milling

    milling

    Machining operation in which metal or other material is removed by applying power to a rotating cutter. In vertical milling, the cutting tool is mounted vertically on the spindle. In horizontal milling, the cutting tool is mounted horizontally, either directly on the spindle or on an arbor. Horizontal milling is further broken down into conventional milling, where the cutter rotates opposite the direction of feed, or “up” into the workpiece; and climb milling, where the cutter rotates in the direction of feed, or “down” into the workpiece. Milling operations include plane or surface milling, endmilling, facemilling, angle milling, form milling and profiling.

  • milling machine ( mill)

    milling machine ( mill)

    Runs endmills and arbor-mounted milling cutters. Features include a head with a spindle that drives the cutters; a column, knee and table that provide motion in the three Cartesian axes; and a base that supports the components and houses the cutting-fluid pump and reservoir. The work is mounted on the table and fed into the rotating cutter or endmill to accomplish the milling steps; vertical milling machines also feed endmills into the work by means of a spindle-mounted quill. Models range from small manual machines to big bed-type and duplex mills. All take one of three basic forms: vertical, horizontal or convertible horizontal/vertical. Vertical machines may be knee-type (the table is mounted on a knee that can be elevated) or bed-type (the table is securely supported and only moves horizontally). In general, horizontal machines are bigger and more powerful, while vertical machines are lighter but more versatile and easier to set up and operate.

  • pitch

    pitch

    1. On a saw blade, the number of teeth per inch. 2. In threading, the number of threads per inch.

  • stainless steels

    stainless steels

    Stainless steels possess high strength, heat resistance, excellent workability and erosion resistance. Four general classes have been developed to cover a range of mechanical and physical properties for particular applications. The four classes are: the austenitic types of the chromium-nickel-manganese 200 series and the chromium-nickel 300 series; the martensitic types of the chromium, hardenable 400 series; the chromium, nonhardenable 400-series ferritic types; and the precipitation-hardening type of chromium-nickel alloys with additional elements that are hardenable by solution treating and aging.

  • tap

    tap

    Cylindrical tool that cuts internal threads and has flutes to remove chips and carry tapping fluid to the point of cut. Normally used on a drill press or tapping machine but also may be operated manually. See tapping.

  • tapping

    tapping

    Machining operation in which a tap, with teeth on its periphery, cuts internal threads in a predrilled hole having a smaller diameter than the tap diameter. Threads are formed by a combined rotary and axial-relative motion between tap and workpiece. See tap.

  • tempering

    tempering

    1. In heat-treatment, reheating hardened steel or hardened cast iron to a given temperature below the eutectoid temperature to decrease hardness and increase toughness. The process also is sometimes applied to normalized steel. 2. In nonferrous alloys and in some ferrous alloys (steels that cannot be hardened by heat-treatment), the hardness and strength produced by mechanical or thermal treatment, or both, and characterized by a certain structure, mechanical properties or reduction in area during cold working.

  • tensile strength

    tensile strength

    In tensile testing, the ratio of maximum load to original cross-sectional area. Also called ultimate strength. Compare with yield strength.

  • threading

    threading

    Process of both external (e.g., thread milling) and internal (e.g., tapping, thread milling) cutting, turning and rolling of threads into particular material. Standardized specifications are available to determine the desired results of the threading process. Numerous thread-series designations are written for specific applications. Threading often is performed on a lathe. Specifications such as thread height are critical in determining the strength of the threads. The material used is taken into consideration in determining the expected results of any particular application for that threaded piece. In external threading, a calculated depth is required as well as a particular angle to the cut. To perform internal threading, the exact diameter to bore the hole is critical before threading. The threads are distinguished from one another by the amount of tolerance and/or allowance that is specified. See turning.

Author

Senior Editor

Daniel McCann is a former senior editor of Cutting Tool Engineering. Questions or comments may be directed to alanr@ctemedia.com.