All Forming Taps are Not Created Equal
by David Aly, Aerospace Specialist, OSG Tap & Die
Just because you’ve tried one forming tap, doesn’t mean you’ve tried them all. We had the recent opportunity to prove that OSG forming taps are better than the rest.
As a supplier of custom fabricated metal products and machinery, one of our customers approached us wanting to get better chip control during their tapping operation. Located in Winona, Mississippi, they have a 92,500 square foot manufacturing facility for producing fuel tanks, hydraulic tanks and custom designed machining fixtures.
After discussing the customer’s chip control needs, I recommended OSG’s EXOTAP® NRT® Forming Tap, a more stable, thread rolling tap that makes threads by compressing the work material without creating chips. Because no chip is produced, breakage due to chip packing and bird nesting is eliminated.
The EXOTAP® NRT® also has significantly reduced friction resistance because of its special threading design and surface treatment. Made from VC-10 Powdered Metal High Speed Steel, this forming tap has a longer tool life when tapping difficult to machine materials like carbon steels, alloy steels, stainless steels and aluminum alloy.
Initially, the shop foreman, Mr. William Smith, was hesitant about using a forming tap due to a bad experience with a competitor’s brand. After I showed William a presentation and a chip flow demonstration video, he was willing to give our forming tap a chance.
We approached his staff with OSG’s EXOTAP® NRT® Forming Tap in hand. After explaining the test with the operator and reiterating that there will be no chips, we began the trial.
A few days later, I called to check in on their progress. William enthusiastically explained that he was still running the same tap. He had lost count of the number of holes produced but assured me that it was well over 1,000 holes! After such a successful run with the first test tap, he purchased more of the test size, now truly convinced that all forming taps are not created equal.
Thread Milling Techniques
via OSG Tap & Die
Jan 2, 2023 editors note: This article has been updated with new drawings and videos since it's original publication date.
The machining technique for OSG’s thread mills have been developed for thread milling on a 3-Axis, 4-Axis and 5-Axis CNC controlled machine tool.
The thread is processed by advancing one pitch feed per revolution in the axial direction, utilizing the planet-like rotation and revolution movements of the tool. Internal and external thread, right or left hand threads can all be produced with this one tool, simply by changing the direction of rotation and/or feed. This process is called Helical Interpolation and will be explained in greater detail below.
The transition between the start and the finish of the milling operation must be smooth, and the appropriate amount of feed is essential for minimizing milling resistance.
There are many different methods for using this tool, but our research has shown that this technique provides the most precise and efficient operation.
Understanding Thread Mills
Any three axis mill that is capable of helical interpolation can be used for thread milling. Helical interpolation involves three axes moving simultaneously. Two axes, 'X' and 'Y', move in a circular motion while the 'Z' axis moves in a linear motion.
For example, the path from point A to point B (Figure 1) on the periphery of the cylinder combines a circular movement in the 'X-Y' plane with linear movement along the 'Z' axis. The 'X' and 'Y' circular motion will determine the diameter of the thread. The 'Z' axis linear motion will cut the pitch (or lead) of the thread.
All of the straight flute thread mills are for internal threads only. All of the staggered tooth thread mills will cut both the internal and external threads. The helical thread mills over 0.187 diameter will also cut both internal and external threads.
Staggered tooth thread mills have every other tooth removed in a staggered pattern; as the tool rotates the adjacent flute fills in for the tooth that was removed. This helps to reduce side cutting pressure, thus reducing chatter. This can be extremely beneficial in small external sizes and for set-ups that lack rigidity.
Helical fluted thread mills are also designed to reduce side cutting pressure by distributing the cutting pressure along a helical flute. Although these tools cost slightly more, their high performance design allows for less chatter and higher feed rates.
How to Use Thread Mills
To produce internal threads, drill the minor thread diameter to its appropriate size. Then, position the thread mill to the required depth. Next, mill either the 'X' or 'Y' axis to the required thread pitch diameter. With small sizes and with difficult to cut material, it may be necessary to remove the material in several passes. It is always best to "arc-in" and "arc-out" when thread milling.
Any "arc-in" and "arc-out" movements must have a corresponding 'Z'-axis motion during the 'X-Y' circular moves. For example, if the "arc-in" is over 90 degrees, the 'Z'-axis departure must be 1/4 of the thread pitch. (90 degrees is 1/4 of a circle).
The entire process can be achieved by interpolating in a downward direction and reversing the orbit direction.
However, it is highly advisable to do so since the tools will have much less material to remove. If the tool is to be interpolated in an upward direction, spiral interpolation must be used.
The same surface feet per minute can be used for thread mills as for end mills of the same size. The feed rate must be slower, however, since thread milling often involves unfavorable length-to-diameter ratios. Also, keep in mind that the thread mills have more surface area contact than an end mill of equal length. Most CNC mills are programmed in inches per minute which is applied at the centerline of the spindle.
In internal applications, the outside diameter of the tool will be traveling faster than the centerline of the tool. The reverse is true for external applications. It is best to start out conservatively with feed rates and the number of passes required and adjust upward per good machining practice.
update August 2020: OSG just released this new troubleshooting video that further details some thread milling concepts.
Technical Support Blog
At Next Generation Tool we often run into many of the same technical questions from different customers. This section should answer many of your most common questions.
We set up this special blog for the most commonly asked questions and machinist data tables for your easy reference.
If you've got a question that's not answered here, then just send us a quick note via email or reach one of us on our CONTACTS page here on the website
Our technical section is written by several different people. Sometimes, it's from our team here at Next Generation Tooling & at other times it's by one of the innovative manufacturer's we represent in California and Nevada.
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