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Tips

This page contains the content of articles written by and for metal working professionals
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"Design Tips From Your Machinist"
or "How To Save Money In The Engineering Department"
© 2003 by David M. Butcher, B Machine Products, Parkersburg, WV

I have been machining parts for industrial and commercial customers over the past 28 years.  During that time, I have run into several situations where properly engineered drawings could have saved the customer money.  Most of these could have been avoided.   Let me tell you about a few situations that we have encountered.

Firstly, it's amazing how many engineered drawings we receive where stock material sizes were apparently given little or no consideration.  In other words, the engineer specifies a material sized according to minimal needs rather than checking to see what sizes are normal stock.  The machinist then has to cut the material to the size specified, resulting in higher part costs.

In another scenario, the nominal size is the same as a stock size, but close tolerance specifications require the machinist to buy a larger size and cut it down to meet a tolerance that is tighter than commercial standards.  Often, these tighter tolerances are simply the result of an engineer using more decimal points than necessary for that dimension.  He didn't take time to change his computer's decimal point.  The smart machinist will call the customer, or engineering department, to ensure that the tolerance is necessary, but some will simply buy the larger size and cut it down.  Tip: Every design engineer and draftsman could benefit from having a material stock list, with commercial tolerances, available to him/her.  Most metal service centers, such as EMJ or Castle Metals, publish such lists.

One job we did specified .001" tolerance on all dimensions.  Knowing how the parts were used, I knew this was not a necessary tolerance.  Do you realize the cost difference between +/-.010" and +/-.002" tolerances?  According to the "Machining Data Handbook" published by Metcut Research Associates, Inc., it takes four times as long to meet the smaller tolerance in most instances.  Time is money.  Of course, that time difference may depend on the part, quantity being made, and the machinery it's being manufactured on.  CNC equipment [Computer Numerical Control] can often make this discussion a mute point as it is a lot easier to hold tighter tolerances using a computer.  Even with computers, too tight a tolerance is still a concern that can cost your company money.  Tip: Always use the loosest practical tolerances in your designs.

In our shop we use the following tolerances as standard for inch dimensions:
    .x or fractional     +/-.015"
    .xx                          +/-.010"
    .xxx                        +/-.005"
These tolerances are reasonably easy to maintain in most situations.  Still, the tighter the tolerance the more it will cost to ensure that the tolerance is met.  Four decimal tolerances are often necessary for things like bearing fits, so don't be afraid to use such a tolerance if it's actually needed.  Tip: Just be aware that it costs more to meet those tighter tolerances.

Engineers, or draftsmen, who use more than four decimals on inch dimensions [more than three on metrics] sometimes seem to be using whatever numbers their calculator comes up with.  We have to guess what they really need, or contact them to find out.  Tip:  Use only the number of decimal points required for the necessary tolerance.

We sometimes receive drawings that specify a hardness different from commercial standards.  A good example is a shaft we once made that required AISI 4140 steel material with a hardness of 34-38Rc [Rockwell "C" hardness scale].  This material is commercially available in a pre-hardened condition with a hardness of 28-32Rc at very low cost.  The shaft was designed to hold a spare wheel on a truck.  Was the hardness specified necessary, or simply a whim of the designer?  I still don't know, but we had to add the extra cost, and lead time, to heat treat these parts.  Tip:  Know what materials are commercially available and use these when possible.

The shaft mentioned above brings to mind another situation.  The designer specified a thread that was 1-1/16" in diameter with 16 threads per inch.  How special is that?  That meant that we had to have "special" go-nogo gages made to check the thread that cost 7-8 times the cost of standard gages.  Standard thread size would have resulted in less cost for both the shaft and the nut.  A smart engineer will have a thread chart handy and use industry standards wherever possible.  Yes, there are specs in the Machinist's Handbook for those other threads, but the main question is: "Are these threads in standard use in the industry?"  Tip: Check a tooling catalog, such as McMaster-Carr or MSC Industrial Supply, to see if tooling is readily available for the thread under consideration.

Thread charts are useful, and are often used by designers and machinists. The best thread charts will have two or three columns regarding tap drill sizes.  These columns are expressed as "percentage of thread" and usually indicate 75%, 70%, and 60% threads.  Testing in laboratories has shown that there is no significant strength increase when an internal thread form is more than 60% of its theoretical height.  Tip:  For those difficult to machine materials, specify a tap drill from the 60% column.  It will result in fewer broken taps and ruined parts.  70-75% is best for free machining or low strength materials.  That reduces the possibility of oversize holes creating a less than desired thread form.

Following these tips may help your machinist make better parts and keep your costs down.  Your boss may also appreciate it.  Look at all the money you will save the company . . . and he can take credit for it!

"Take The Easy Way Out"
or "How To Save Time & Money When Things Get Stuck"
© 2003 by David M. Butcher, B Machine Products, Parkersburg, WV

Some of the repair work we receive involves situations where the customer has already attempted to do it himself.  Perhaps he has a bearing race he can't get out of a hole, or off a shaft.  Maybe he's got a part that has a broken bolt or screw.  We become heroes when we are able to fix these problems.  Here are some ways that we use  to do it.

Bearings are usually pressed on a shaft, or into a bore.  When they wear out or get damaged, they need replacement. The average mechanic can usually press or hammer the bearing off, but sometimes they run into problems.  Perhaps the bearing race is in a blind hole and he can't get leverage behind it.  Perhaps it's up against a shoulder on a shaft.

An arc welder can be a valuable tool to remove internal bearing races, even in blind holes.  Simply run a bead of weld around the middle of the race.  This will shrink it, allowing it to be easily removed using a screwdriver or similar tool.  If the bearing is large enough, say two inches or more, it may even fall out when you turn the part upside down.

For races on shafts, an acetylene cutting torch comes in handy. With due care, a race can be cut without burning into the shaft.  Cut thru the bearing length on both sides of the shaft and it falls off. This does require care and experience with a torch, so take it to your machine shop if you don't have the experience, or when the part is too expensive to risk.

Small shafts may warp under the heat of a cutting torch, so find another way to repair them. One possibility is to break the race by hitting it with a hammer, or by squeezing it in a vise or arbor press. Small bearings are often easy to break this way. There is always a possibility of damaging the shaft. You might need to use a chisel or punch to direct the blow. This can be dangerous if not done properly. Always use your head to avoid damaging the part, or yourself.  It might be best to take the part to your machinist.  He has the tools and experience to do the job in a safe, effective way.

Customers who bring us parts with broken bolts or screws have usually tried to remove the broken fasteners themselves. Often, they have broken an "easy out", drill, allen wrench, or screwdriver in the attempt. This always complicates the job of removal.

So called "easy out" tools sometimes work, but their use needs to be limited to easy situations.  If the bolt broke because it was "frozen" in the part, the odds are that an "easy out" is going to break as well. Why would it be stronger than the bolt, because it's harder? Harder also translates into more brittle.  Once it's broken off inside the screw,  it's gonna be expensive and take time to remove.

The process of drilling a hole and driving the "easy out" tool into the bolt can also cause complications.  The drill can slip off center and even damage the threads, especially when you don't center punch the bolt. Such tools encourage a do-it-yourselfer to think he can save money.  He often spends much more money paying his machinist to fix the problem after he has messed it up.

So, how do we remove broken bolts and screws?

We can often remove smaller screws & bolts using a small pointed punch, similar to a nail set punch, positioning it off center toward the threads, and angled to unscrew the bolt as we tap it with a hammer.  We also use this method to remove flat head screws that have the slot, philips, hex, or torx damaged.  Of course, you can also drill a flat head with a drill larger than the screw thread size to remove the head.  Then the bolt is usually easy to remove.

Sometimes we can use needle nosed pliers to grab a portion of the screw and unscrew it.  If the bolt is large enough, say 5/16 of an inch or larger, we may weld a bead on the bolt. We can then file or grind flats on that weld bead and unscrew the bolt. We may even weld a smaller bolt to it with a resistance, arc, or TIG weld.  If the weld holds, we can unscrew the bolt.

If the bolt is hard, or broken too deep, these methods may only result in damage to the threads. We use these methods only when we think they have a chance of success, and only for a short amount of time.  If the situation is difficult, we move on to other methods.  We let our past experience guide us.

If the hole goes through the part, we can sometimes drive the screw out using pliers, a screwdriver, or a drill against the bottom of the screw.  Sometimes a left-handed drill can be used to bring the screw out of the part, another very careful process.  We may also use a "easy out" to remove a bolt, but do so very carefully, making sure we are centered on the bolt. We may even use a milling machine to assure that we are centered.  Sometimes we use penetrating oil with or without heat to help us move a "frozen" bolt.

As a last resort, we use an Electrical Discharge Machining process to remove a broken screw or bolt.  The equipment is expensive and requires the use of a drill press or milling machine.  We "burn" a hole through the bolt that is sized to be nearly the same as a tap drill.  Then we can pick the rest of the screw out of the threaded hole.  We can even remove broken taps using this method. The process can take up to two or more hours, so it is an expensive way to remove a screw or bolt. Depending on the part and the situation, it might be better to drill out the bolt and tap a larger thread size.

All in all, you can probably save time and money by taking the job to your machinist to begin with.  It might cost you a few bucks, but may save more in the long run.  Some of our customers have learned that lesson the hard way.
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This site maintained by Dave Butcher
Last updated on 5/17/2004