written by, Dave Nelson, edited by Bernard Martin
Understanding tool geometry and selecting the right tap for different workpiece materials can help take the anxiety out of tapping operations. Many machinists have learned to dread tapping.
The story goes something like this. They press cycle start and then step back because the machine is now in control. If the tap should hit bottom, too bad; the cycle must be completed—no feed-hold allowed here.
If the wrong feed rate was programmed, tough luck; the feed rate override is disabled. What else is there to do but cringe as the tap enters the hole?
That’s one of the reasons tapping causes anxiety among CNC machine operators. That anxiety leads operators to take too many precautions to assure the tap will complete its job of cutting an internal thread.
Other factors can fuel tapping anxiety. Feed rates are typically much higher than for most other cutting tools.
With each revolution of the tap, the tool needs to advance one thread pitch.
As an example, a 5⁄16-18 tap feeds at 1 divided by 18, or 0.055 IPR. The 0.257-dia. drill that created the hole might feed closer to 0.005 IPR
It is quite common to tap at slower speeds to “feel” more in control. Slowing the spindle speed is the only way to effectively slow the feed into the hole. A 5⁄16-18 tap cutting at a spindle speed of 900 rpm would feed at 50 IPM, but at 720 RPM the feed would be only 40 IPM.
Understanding Tap Geometry
However, while tapping can be tricky, it is not beyond understanding. Tapping problems can be simplified and reduced by understanding tool geometry and what taps are best suited for a given application.
Lowering the chip load can eliminate premature wear on a tap.
Defined as the load induced on any one cutting edge, chip load is typically controlled by altering the feed rate. As mentioned earlier, this is not possible when tapping but the chip load can be altered through tap selection.
One approach might be to use taps with more flutes. With every flute added to the tap, a cutting face is added. With more cutting faces, the load on each tooth is reduced. For example, a 4-flute tap would have half the chip load per tooth of a 2-flute tap. This jives with standard metalcutting advice, which is to always use a maximum number of flutes. However, for tapping this advice would probably be wrong.
“More flutes means there is less space for chips as they are cut,” said David Miskinis, senior application specialist, holemaking for Kennametal Inc., Latrobe, Pa. “More flutes on the same circumference means smaller flutes, both in width and depth. With smaller space comes the risk of packing chips, which can lead to broken taps.”
“Basically, a longer chamfer length means longer tool life,” said Dr. Peter Haenle, president of Guhring Inc., Brookfield, Wis. “The load during the cutting process is distributed over a longer cutting edge with a lower chip load.”
There are three common lengths of tap chamfers: taper at 7-10 threads, plug at three to five threads and bottoming with one to two threads. To provide more options, tap manufacturers have added a few more forms, including a form consisting of a two- to three-thread length, sometimes called semibottoming.
Adding length to the chamfer distributes the chip load over a longer cutting face. Effectively, more teeth are cutting the thread, similar to a single-point threading tool taking multiple passes.
“Chamfer lengths have a huge impact on tap life because they affect chip load,” Miskinis explained. “When comparing chamfer lengths of four threads or fewer, the tool life will double for every half thread added to the length.”
Clearly, increasing chamfer length in taps is desirable. Shorter chamfer lengths, such as in bottoming taps, wear faster and should be avoided, if possible. Unfortunately, there may not always be a choice.
“Taps with smaller chamfer lengths are usually used to keep the difference between hole depth and thread length to a minimum,” Haenle said. “Very often, the design of the part forces the use of taps with short chamfer lengths.”
Another way to tap more effectively is to manage chip thickness. For example, it is possible to thin the chip too much when tapping. Stringy chips can result from using taper chamfers and the tap may create a bird’s nest of chips, preventing lubricant from reaching the tool and chips from properly evacuating. As in other types of machining operations, increasing chip load can help break the chips.
Tap breakage is another issue that creates anxiety among machinists. The saying goes that it’s not the fall that kills you, it’s the sudden stop. But in tapping, it’s not the sudden reversal that causes taps to break, it’s the chips clogging the tool flutes. In some cases, this means chips are packed so tightly so that newly formed chips simply have no place to go, and the tap breaks from the stress.
Selecting a Tap
Because tapping is a relatively complex operation, and because there are so many taps to choose from, selecting a tap can seem a daunting task. The main reason there are so many taps is because there are so many work materials. Tap manufacturers tailor tap design to the work material primarily through rake and relief.
The cutting face is that portion of the tap flute located between the major and minor diameter of the thread that cuts, or shears, the workpiece. The rake is the angle of the cutting face compared to a line from the center of the tap to the cutting face at the major diameter.
The image at left is of a tap with negative rake resulting in a strong cutting face for tough materials. Note that the cutting face at the root of the thread leads the remainder of the cutting edge. The center image shows a neutral rake. Here a line drawn along the cutting face continues to the center of the tool. The image at right is of a tap with a positive rake for free cutting of softer materials. Note how the cutting face leads from the major diameter, the reverse of the negative rake.
A rake is positive if the crest of the cutting edge is angularly ahead of the remaining part of the face. While not as strong as negative rakes, positive rake angles have excellent shearing capabilities.
A negative rake has the crest of the cutting face behind the rest of the cutting face. While this is a stronger geometry than a positive rake, it also requires more torque and creates more heat in the cut.
The shape of the cutting face is also a factor in tap performance. Cutting faces can also be straight or curved. The straight surfaces are normally referred to as rakes or straight rakes and the curved surfaces as hooks.
“Applying a rake, or straight face, will improve strength while a hook, or curved shape, will result in greater shearing ability,” said Andrew Strauchen, engineering and marketing manager, OSG Tap & Die Inc., Glendale Heights, Ill. “For performance taps, cutting [rake] angles are determined by the intended work material; higher angles are used for softer materials and low angles for harder materials.”
Tap relief is defined as the removal of metal from behind the cutting edge. A higher relief indicates more clearance between the tool and the workpiece. There are three main types of relief: concentric, eccentric and con-eccentric.
Concentric relief indicates that the lands of the tap, the part of the tap that remains after the flutes are cut, are concentric with the threads. This actually provides no relief and thus the surface of the tap rubs on the surface of the threads being cut.
Hand taps are made with concentric relief. Because they are used by hand, cutting speeds are low and friction and heat do not limit tool life. Because the lands are concentric, the threads on the tap help guide the tool into the threads on the workpiece as they are cut.
Eccentric relief means that the lands are cut to an arc that is not on center with the bulk of the tool. This type of relief provides the best clearance between the tap and the thread being cut. Because the tool doesn’t rub against the material, friction can be minimized.
Con-eccentric relief is a combination of the other two styles. A small part of the land remains concentric at the leading edge while the rest of the relief is eccentric. This style provides a balance between reduced friction, as provided by eccentric relief, and tool guidance, as provided by concentric relief.
Concentric relief and, to a lesser degree, con-eccentric relief taps rub the workpiece material as the tool enters and exits the hole, causing friction, which in turn produces heat. Heat diminishes tool life. As a result, premium taps are most often made with eccentric relief.
“The higher the relief, the lower the friction of the tool,” Haenle said. “Therefore, a higher relief results in less wear and longer tool life. However, a lower relief guides the tool better in the axial direction because it has less tendency to cut in the radial direction.”
Premium taps are not for all machines. A high-end tap will not guide itself when creating the thread. Therefore, taps with eccentric relief require the machine’s feeding mechanism to be highly accurate.
“In newer CNC machines, you can use taps with higher relief angles,” Haenle said. “On the other hand, when using older equipment or drilling machines with less rigidity and with standard tapping chucks, a smaller relief angle helps to guide the tap better.”
Tap manufacturers understand the balance between edge strength and the cutting edge’s ability to shear the workpiece.
To develop the proper geometry for a given application, tap designs can be complex. OSG has designed taps for vertical and horizontal machining: the Hypro HXL for horizontal and VXL for vertical.
“We coupled a higher rake with a higher spiral to produce longer chips, which is necessary for chip evacuation in deep-hole vertical applications,” Strauchen explained. “With a unique flute form, we are able to create a tightly bound chip that peels away from the tap and holder when exiting the hole.”
Horizontal machining, which can use gravity as an advantage, requires different geometries than vertical machining, he continued. “We lowered the rake angle and slowed the helix to induce a short, broken chip easily flushed out in horizontal applications. This design not only eliminates the bird nesting issue, but also extends tool life.”
For any questions about your specific tapping problems be sure to contact us or set up an appointment to solve your tapping problems.
February 2023 editors note: Images, graphics and copy have been edited since original publication date.
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