designing_for_machining-_general_guidelines.pdf
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28. DESIGNING FOR MACHINING: GENERAL
GUIDELINES
28.1. THE MACHINING PROCESS
All machining, whether heavy single-point planing or turning, form-tool
turning or milling, grinding, honing, or lapping, involves essentially the same
process at the point where the cutting tool meets the work. Figure 4.1.1
illustrates this process.
Material lying in front of the cutting tool is compressed as the tool advances
and fail in shear in a narrow zone extending at an angle from the cutting
edge to the surface of the workpiece ahead of the tool. For practical
purposes in single-point cutting this shear zone can be considered a plane.
As the cutting tool advances into the work, the shear plane also constantly
moves forward. The material that passes through the shear plane is
deformed. This material comprises the chip. In the case of ductile materials,
it is apt to consist of a continuous ribbon of deformed and heated metal
moving away from the workpiece along the face of the cutting tool. In the
case of nonductile or brittle materials, the shear action periodically causes
fracture, and the chips consist of discrete pieces rather than a continuous
ribbon of material.
Since the energy expended in cutting is manifested as heat, the chip, the
cutting tool, and even the workpiece experience a considerable rise in
temperature. This temperature rise can be reduced when a fluid coolant is
applied to the cutting tool. In addition to reducing temperature, the coolant
DESIGNING FOR MACHINING: GENERAL
GUIDELINES
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lubricates the tool in its movement against the workpiece and, more
important, the movement of chips against the face of the tool.
Figure 4.1.1. Action of a metal-cutting tool.
Grinding operations including honing and lapping exhibit the same basic
interaction between workpiece and cutter. However, the cutter in suchabrasive-machining operations is an abrasive particle, which may be very
small. The shape of the abrasive particle also may vary considerably from
that of the metal-cutting tool shown in Fig. 4.1.1.
28.2. TYPICAL MACHINED PARTS
Machined parts are universally used in industrial and consumer products of
every description. They are found in applications for which precision is
required. If high dimensional accuracy is not necessary, stampings, castings,
or stock shapes or molded parts used as is will be more economical. However,
if surface finish, flatness, roundness, circularity, parallelism, or close fit is
involved, some machining of the workpiece will practically always be
involved.
Almost invariably, if the part is in motion, is in contact with a part that is inmotion, or fits precisely with another part, machining operations will be
employed in its manufacture. For most interchangeable parts, machining is a
probable step in the manufacturing sequence.
Of course, wonders are worked with stampings and molded components and
with new precision techniques such as powder metallurgy, fine-blanking, and
investment casting, but these processes usually only reduce rather than
eliminate the need for machining if the part has a truly precision application.
Machined parts can be as small as the miniature screws, shafts, gears, and
other parts found in wristwatches and small precision instruments. They can
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be as large as the huge turbines, turbine housings, and valves found in
hydroelectric power stations.
Metals in a broad variety, both ferrous and nonferrous, are the normal
materials used for machined components. However, plastics (with or without
reinforcement), hard rubber, carbon, graphite, wood, and ceramics are also
employed.
28.3. RECOMMENDED MATERIALS FOR MACHINABILITY
Table 1.4.14 in Chap. 1.4 contains a summary of the machinability of common
metals, including those generally suitable for a broad cross section of
machining operations. The other chapters in this section cover parts
produced by specific machining operations and provide additional and more
specific materials recommendations. Chapters 2.2 to 2.4 in Sec. 2 include
additional recommendations of materials that can be machined
advantageously. Table 4.1.1 summarizes how changes in certain materials
properties affect machinability.
Table 4.1.1. Effects of Material Properties
Probable effect of decrease in material
factor on
Material factor Machinability Finishability Tool life
Strength/hardness Improves None Improves
Ductility Improves Improves Improves
Strain hardenability Improves Improves Improves
Coefficient of friction Improves Improves Improves
Heat conductivity None None Reduces
Heat capacity None None Reduces
Chemical reactivity None Improves Improves
Grain size Improves Improves Reduces
Abrasive insolubles Improves Improves Improves
a
b
c
b
d
e
e
f
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28.4. DESIGN RECOMMENDATIONS: MACHINED PARTS
1. If possible, avoid machining operations. If the surface or feature desired
can be produced by casting or forming, the cost is almost always lower. (SeeFig. 4.1.2.)
2. Specify the most liberal surface finish and dimensional tolerances possible,
consistent with the function of the surface, to simplify the prime machining
operation and to avoid costly secondary operations like grinding, reaming,
lapping, etc. (See Fig. 4.1.2.)
3. Design the part for easy fixturing and secure holding during machining
operations (see Fig. 4.7.4). A large, solid mounting surface with parallelclamping surfaces should be provided to assure a secure setup.
4. Avoid designs that require sharp corners and sharp points in cutting tools
because these make the tools more subject to breakage.
5. Use stock dimensions whenever possible if so doing will eliminate a
machining operation or the need for machining an additional surface. (See
Fig. 4.1.3.)
6. It is preferable in all single-point machining operations to avoidinterrupted cuts, if possible, because they tend to shorten tool life or
prevent the use of faster-cutting carbide or ceramic tools.
Machinabilityrefers to ease of chip removal.
Tensile strength and hardness are the simplest, but not always reliable, guides to
machinability. High-temperature alloys, for example, are difficult to machine in spite of
their low room-temperature hardness and strengths. High strain hardenability and
reactiveness to tool materials are the reasons.
While lower ductility seems to help machining, inadequate ductility (like that of
molybdenum and tungsten) can cause spalling at exit cuts or on clamped edges.
Low frictional resistance is desirable; hence the use of cutting fluids is recommended.
Low heat conductivity (especially if combined with low heat capacity, as in titanium)
contributes to high tool temperature and local high workpiece temperature.
Chemical reactivity of certain metals (such as titanium) can cause galling, smearing, and
welding of machined metal to the tool.
Source:Machine Design.
Free-machining additions Decreases Decreases Decreases
a
b
c
d
e
f
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Figure 4.1.2. Avoid tolerances that necessitate machining operations
if the as-cast, as-forged, or as-formed dimensions and surface
finishes would be satisfactory for the parts function.
Figure 4.1.3. Use stock dimensions whenever possible, and minimizethe amount of machining.
7. Design the part to be rigid enough to withstand the forces of clamping
and machining without distortion. The forces exerted by a cutter against a
workpiece can be severe, as can the clamping forces necessary to hold the
workpiece securely. Parts that may be troublesome in this respect are those
with thin walls, thin webs, or deep pockets and deep holes that require
machining. Also design the part
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Figure 4.1.4. Design the part to be rigid enough so that it will
withstand cutting and clamping forces without significant deflection
and so that cutting tools and toolholders also do not deflect.
so that a rigid cutter can be employed while still permitting access to the
surface. (Figure 4.1.4 illustrates this point. See also Fig. 4.4.8.)
8. Avoid tapers and contours as much as possible in favor of rectangular
shapes, which permit simple tooling and setups.
9. Reduce the number and the size of shoulders because they usually require
extra operational steps and additional material.
10. Avoid undercuts, if possible, because they usually involve separate
operations of specially ground tools. (See Fig. 4.1.5.)
11. Consider the possibility of substituting a stamping for the machined
component. If tooling is available, or if quantities are sufficient to amortize
the tooling cost, a stamped-sheet-metal part invariably will be lower in cost
than one made by machining, provided of course that the dimensional
accuracy and surface finish are adequate for the components function.
(Figure 4.1.6 illustrates one such example.)
12. Avoid the use of hardened or difficult-to-machine materials unless their
special functional properties are essential for the part being machined.
13. For thin, flat pieces that require surface machining, allow sufficient stock
for both rough and finish machining. In some cases, stress relieving between
rough and finish cuts also may be advisable. Rough and finish machining on
both sides is sometimes necessary. Allow about 0.4 mm (0.015 in) stock for
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finish machining.
14. It is preferable to put machined surfaces in the same plane or, if they are
cylindrical, with the same diameter to reduce the number of operations
required. When surfaces cannot be in the same plane, they should be
located, if possible, so that they all can be machined from one side or from
the same setup.
Figure 4.1.5. Avoid undercuts as much as possible because they
require extra machining operations, which may be costly.
Figure 4.1.6. Stampings are often less costly than machined castings.
15. Provide access room for cutters, bushings, and fixture elements.
16. Design workpieces so that standard cutters can be used instead of
cutters that must be ground to a special form. (See Fig. 4.1.7.)
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