School of Engineering · Playlist

Machining Fundamentals

Interactive explorations of milling, G-code, lathe operations, feeds and speeds, and dimensional fit.

  1. Milling Operations
  2. G-code and Toolpaths
  3. Climb and Conventional Milling
  4. Backlash and Lost Motion
  5. Feeds and Speeds
  6. Tool Stickout and Deflection
  7. Lathe Operations
  8. Gear Ratios
  9. Tolerances and Fits
  10. Surface Texture and Finish
Machining/Milling

Milling Operations

Make a part on a simulated vertical mill: choose each tool, move it through the metal, and check what is left against the drawing. Facing, shoulders, pockets, slots, drilled, tapped and bored holes, countersinks and chamfers.

A vertical mill shapes a block with a turning tool moved in X, Y and Z

A vertical mill shapes a block with a turning tool moved in X, Y and Z

On a vertical mill the cutting tool turns in a spindle above the work. The work is clamped on the table, the table moves it front to back and side to side, and the tool comes down into it. Every shape the mill makes is the space the turning tool swept through.

X and Y
The two directions across the table. In this lesson X runs left to right as you face the machine and Y runs away from you, toward the back.
Z
Up and down, along the tool. Z+ is up, away from the work, so negative Z is below the finished top face. The raw top is at Z +1, so facing can remove metal at zero or positive Z while taking off that allowance.
Readout
The display that shows where the tool is, in X, Y and Z. A readout on a manual mill is often called a DRO, for digital readout. Here it shows the position of the tool’s tip.
Work zero
The point the readout counts from. In this lesson X 0, Y 0 is the front left corner of the block and Z 0 is the finished top face. Every dimension on the drawings is measured from those same edges and that same face.
XYX0 Y0back jawfront jaw (operator side)block 100 × 60, finished 20 thickparallels under the part (hidden)Z +1.00 raw topZ 0.00 finished topZ −8.00 top of the jawsZ −20.00 bottom, on the parallels
The setup used in every job: a block 100 × 60, finished 20 thick, held by its front and back faces in a vise and resting on two parallels, bars of equal height that lift it off the floor of the vise. The raw block stands 1 mm proud of the finished top. Below Z −8 the vise jaws are in the way at the front and back, and a hole drilled through along those edges would run into a parallel.

On a real knee mill the table carries the work under a spindle that stays put in X and Y. In the simulator you move the tool instead. The readout tells the same story either way: where the tool’s tip is, measured from work zero.

Each kind of tool cuts a shape of its own, and some cannot cut sideways

Each kind of tool cuts a shape of its own, and some cannot cut sideways

Face millØ50End millØ12 shownSpot andchamfer, 90°Drill, 118°Ø6.8 shownTapM8×1.25 shownBoring headset to Ø20
The tools in the simulator, side on and at one scale, each with its tip on the same line. The darker part of each is the part that cuts.
Face mill
A wide body with cutting inserts round its rim. It is fed across the work to leave a broad flat face. The one in the simulator takes at most 4 mm in one pass. The inserts sit at the rim, not across the middle, so it is brought down beside the work and then fed in, never pushed straight down into the metal.
End mill
Cuts on its sides and its end. The end mills here are centre-cutting: their end teeth reach the middle, so they can be fed straight down into the metal and then moved across to cut pockets, slots, steps and walls. An inside corner they leave is rounded to the cutter’s own radius.
Spot and chamfer tool
A pointed tool with a 90° point. Fed down, it cuts a cone: the start of a hole, or a countersink round the mouth of one. Run along an edge, it bevels the edge, which is a chamfer.
Drill
Cuts only at its point, as it feeds down along its own axis. It leaves a round hole its own size, with a cone at the bottom from its point. It must never be pushed sideways in the metal.
Tap
Cuts a screw thread into the wall of a hole that is already there. It only goes straight in and straight back out.
Boring head
An adjustable single cutting point on an offset bar. Set to a diameter and fed down a hole, it opens the hole to that size. Its bar has no cutting edge at the centre, so it needs a hole to start in.

This is a teaching rack, not a list of what to buy or use. The sizes are illustrative. A real cutter’s length, number of teeth and depth of cut come from its own data and from the person responsible for the machine.

The tool’s centre runs one radius away from the wall it cuts

The tool’s centre runs one radius away from the wall it cuts

The readout shows where the centre of the tool is. The metal is cut by its edge. To leave a wall at a given place, put the centre one radius away from it, on the side being cut away.

Worked example. A shoulder’s wall belongs at X 75, with the metal to the right of it cut away. A Ø12 end mill has a 6 mm radius, so its centre runs along X 75 + 6 = X 81. Run it along X 75 instead and the wall ends up at X 69, 6 mm too far into the part. That metal cannot be put back.

  • Inside corners take the cutter’s radius. A round tool cannot reach into a sharp inside corner, so a pocket’s corners come out rounded to the radius of the cutter that made them. A drawing that allows R4 at most calls for a cutter no bigger than Ø8.
  • Outside corners stay sharp. Going round the outside of a corner, the tool swings about it and never cuts into it.
  • A slot is the width of the cutter that made it in one pass. A cutter moved in a straight line leaves a groove exactly its own width, with round ends of its own radius.

When a cutter cuts with its side, the metal is on one side of it or the other. With the cutter turning clockwise seen from above, metal on the cutter’s right as it moves is climb milling, and metal on its left is conventional milling. The simulator says which each side cut was. Climb and Conventional Milling explains the difference.

Holes: drilled to size, threaded by a tap, opened up by a boring head

Holes: drilled to size, threaded by a tap, opened up by a boring head

A drill leaves a hole of its own diameter. A hole’s depth on a drawing is measured to where the hole stops being full size, not to the tip of the cone the drill point leaves below that.

A tapped hole starts as a smaller drilled hole

A tap cuts its thread into the wall of a hole, so the hole has to be drilled smaller than the thread first, to the tap drill size. For the common metric coarse threads that size is close to the thread’s outside diameter minus its pitch, the distance from one thread to the next:

Tap drill ≈ thread diameter − pitch. M6×1: 6 − 1 = Ø5.0. M8×1.25: 8 − 1.25 = Ø6.75, drilled Ø6.8.

Drilled too small, the tap has to cut too much metal and can break. Drilled too big, the thread is shallow. The simulator checks the hole against a simplified minor-diameter band and refuses a severely undersize pilot. This does not establish functional thread fit: pitch diameter, thread form and a real thread gauge are separate checks.

Drill deeper than the thread you need

The first few threads of a tap are ground away to a taper so that it can start in the hole. Those threads cut only part of a thread, so full thread stops short of the tap’s tip. In a hole with a bottom, the tap has to go deeper than the full thread you need, and the drilled hole deeper again, past the drill’s point. This simulated tap has a 4-pitch cutting chamfer; real taps vary. The job calls for full thread reaching Z −10 from the finished face. Its countersink removes the first part of the thread, so that is not 10 mm of surviving full-thread length.

Sizes no drill gives

Drills come in fixed sizes. A boring head is set to the size you need and fed down a hole already big enough for its bar, which makes it the tool for a hole of an exact, larger size.

Simulator: make the part on the drawing, then inspect it; Interactive

Simulator: make the part on the drawing, then inspect it

AASECTION A–A752560620
Job 1: Face the top, then cut a shoulder. Face the top flat at Z 0.00, then mill a shoulder 25 mm wide and 6 mm deep across the right-hand end.
AASECTION A–A15304015182430POCKET 6 DEEP4× R4 MAX2× Ø6.6 THRU
Job 2: A pocket with tight corners, and two clearance holes. Face the top, mill a 40 × 24 pocket 6 deep whose inside corners are no rounder than R4, and drill two Ø6.6 holes right through.
AASECTION A–A1530401530SLOT 10 WIDE, 5 DEEPFULL ROUND ENDS2× M6×1-6HFULL THREAD 10 DEEPCSK Ø7 × 90°
Job 3: A slot and two tapped holes. Face the top, mill a slot 10 wide with full-round ends, and make two countersunk M6×1 holes whose full thread reaches Z −10 or deeper, measured from the finished face.
AASECTION A–A25501530305Ø20.00 ±0.05 THRU1 × 45°4 EDGES
Job 4: A boss with a bored hole and chamfered edges. Face the top, mill away everything round a 50 × 30 boss so it stands 5 high, bore a Ø20.00 hole through it, and chamfer its top edges 1 × 45°.

Start by examining the finished Target, then choose a tool and cut Your work. In Compare, gold is metal still to remove and striped red-orange is metal cut past the drawing. The inspection measures the part that is left after every move. Nothing checks which tools you used or in what order: any way of making the right part passes.

How to drive it. Target shows the finished nominal part; Your work shows the block you are making. Compare marks what still needs work, using the drawing’s allowed limits. In Inspect / orbit, dragging and the arrow keys move only the camera. Home restores the view; the View list also offers top, front, below and 2D sections.

Choose a tool and its size, then choose Feed X, Feed Y or Feed Z to drag its tip along that machine axis. The path previews while you drag; releasing starts the feed. Place XY places the centre at the current Z. In these feed modes the arrow keys move the selected machine axis. To go to an exact place, type X, Y and Z under Move to and press Move; the tool goes up before it goes across, and across before it goes down. The handwheel buttons and the selected-axis keys move one step at a time. A move that would break a tool or hit the vise stops where it would happen, and says why. Undo takes back the last move: the one thing a real mill cannot do.

Things to try in the simulator; Checklist

Things to try in the simulator

  • In job 1, load the face mill, move it over the block and try to lower it straight onto the metal. Read why it stops.
  • Lower the face mill to Z 0.00 beside the block and drag it across. Watch the top view and the sections: the raw top is 1 mm above Z 0. Overlap a second pass until the top face check matches.
  • Cut the shoulder with the Ø12 end mill with its centre on X 75 instead of X 81. Read the inspection, then use Undo and cut it again in the right place.
  • In job 2, clear the pocket with the Ø12 end mill and read what the inspection says about its corners. Undo, and clear it with a smaller cutter.
  • Watch the gold as you cut: it is metal the drawing does not keep. Cut one pass a little too deep and see where the striped red-orange appears in the top view and the section.
  • In job 3, try to tap a hole you drilled with the Ø6.0 drill, then one you drilled with the Ø4.2. Then drill Ø5.0 only 10 mm deep and tap it as deep as it will go. How much full thread do you get?
  • In job 4, try the boring head before there is any hole. Then drill one first.
  • Make one part two different ways, for example job 4 with the face mill doing the area round the boss, and again with an end mill. Both pass.
What the simulator leaves out

What the simulator leaves out

The 3D target is a nominal guide sampled at 0.25 mm in X and Y. Its flat floors have the drawing’s depth; its small curved outlines are approximations. The cut surface is derived separately from the analytic tool paths. Neither picture is a dimensional gauge: inspection uses the drawing’s allowed limits, including smaller corners where the drawing says R4 max. Complex conical histories or very long cut histories switch to 2D sections to keep the controls responsive. The work is kept, and Undo or a fresh block can restore the 3D view.

The simulator is a model of where metal is and where tools can reach. It does not check speeds, feeds, forces or finish, and passing a job here says nothing about whether a real setup could take the same cuts. Feeds and Speeds is about those numbers.

  • Only straight down and straight across. The tool axis is always vertical and nothing is undercut, so every shape is a height above each point of the table.
  • Tools are exact and rigid. A hole is exactly the drill’s size, a cutter never bends or wears, and edges come out without burrs.
  • Threads are recorded, not drawn. The simulator keeps the size of the hole a thread was cut in and how deep its full thread runs, and checks that later cuts have not taken the metal it is in. It does not model the thread’s form or fit.
  • No chips, coolant or heat, and no limit on depth of cut except where a tool’s cutting edges run out.

Supporting detail: Addendum 1 — How the inspection decides, and what its numbers are.

Machining/Milling

G-code and Toolpaths

How a CNC mill reads a program line by line: rapid and feed moves, absolute and incremental coordinates, units, arcs and a drilling cycle. Build a program from blocks and watch it cut a simulated block.

What is G-code?

What is G-code?

A CNC mill moves its tool by reading a program from the top down, one line at a time. The language most mills read is called G-code. Each line holds a few words, and together they say where the tool goes next, how fast, and what the spindle and tool are doing.

Start with CNC Control Fundamentals for the control and machine types, CNC Axes and Offsets for coordinate references, and CNC Program Structure for common Fanuc-style milling codes. G- and M-code meanings vary by control. The simulator below uses its own documented subset; check the machine's manual for real programs.

Word
A letter and a number, such as X20, G1 or F300. The letter says what the number means: X, Y and Z are positions, F is the feed rate, S the spindle speed, T a tool number. G and M words are codes that choose what kind of move or machine action the line is.
Block
One line of the program. Machinists often call a line a block; in the simulator below, each block you snap into place is one line of G-code, with the same number.
Work zero
The point the program’s numbers count from. Here, as in Milling Operations, X 0, Y 0 is the front left corner of the block and Z 0 is its finished top face. The uncut stock starts at Z +1. Positions refer to the tip of the tool, on its centre line: Z −3 is 3 mm below work zero and 4 mm below that raw top. A pointed drill reaches its programmed Z at its tip; the full-diameter hole is shallower.
Modal
Most codes stay in force until another code from their group replaces them. After a G1, a line with only X80 is still a G1 move; a feed rate set with F remains available until changed. Not every word is modal. For ordinary G0/G1 moves, an omitted axis stays in place; it does not repeat the preceding incremental displacement.

A first cut: one slot

  1. (A first cut: a closed-ended slot)
  2. G21 G90 G17
  3. T1 M6
  4. S2500 M3
  5. G0 X10 Y30
  6. G0 Z2
  7. G1 Z-3 F100
  8. G1 X90 F300
  9. G0 Z20
  10. M5
  11. M30
05010003060XYX0 Y0startTOP VIEWback vise jawfront vise jawZ +20Z +10Z 0Z −10Z −20jaw topFRONT VIEW, CUT THROUGH THE BLOCK AT Y 30.0Cut depthZ 0−5−10−15−20throughfeed (G1, G2, G3): cutsrapid (G0): through the air
A first cut: one slot. Mill a closed-ended slot 10 mm wide to Z−3 with a Ø10 end mill. The raw top is Z+1, so the cut is 4 mm deep. Lift clear and stop. The program on the left, numbered line by line, and the block after it has run. Solid lines are feed moves, dashed lines are rapids; the darker the cut, the deeper it goes.

Read the program above from the top. Line 2 sets millimetres, absolute positions and the XY plane. Line 3 puts tool 1, a Ø10 end mill, in the spindle, and line 4 starts the spindle at 2500 rpm. Lines 5 and 6 move the tool through the air to just above the start of the slot. Line 7 feeds it to Z −3, cutting 4 mm below the raw top at Z +1. Line 8 feeds it along the closed-ended slot, and line 9 lifts it clear. Line 10 stops the spindle and line 11 ends the program.

Rapid moves put the tool in place through the air; feed moves cut

Rapid moves put the tool in place through the air; feed moves cut

  • G0 is a rapid move. The control uses its rapid positioning rate, subject to machine limits and applicable overrides. It is for getting the tool to where a cut starts, through the air, never for cutting.
  • G1 is a feed move. The tool moves in a straight line at the feed rate set by F, here in millimetres per minute. It can cut or feed through air.
  • The spindle has to be turning first. S sets its speed in revolutions per minute, M3 starts it turning clockwise seen from above, and M5 stops it. T1 M6 changes to tool 1.
  • A move goes in one straight line. G1 X80 Y40 Z-2 moves all three axes together and they all arrive at once. An axis left out of the line stays where it is: G1 X80 moves along X only.

A rapid into metal is a crash: the tool arrives at full traverse speed with nothing to say it should be cutting. The simulator stops a rapid at the point where it would touch the block and says so. It does the same if a feed move reaches the metal with the spindle stopped.

This simulator moves a rapid in one straight line, the way the LinuxCNC G-code reference describes G0. Controls differ in how they move during a rapid, so check how the one you use moves before you count on the path a rapid takes.

G90 and G91, G20 and G21: two modes that change what every number means

G90 and G91, G20 and G21: two modes that change what every number means

G90, absolute
A number is a position, measured from work zero. With the tool at X 10, G1 X30 moves it to X 30.
G91, incremental
A number is a distance from where the tool is now. With the tool at X 10, the same G1 X30 moves it 30 mm, to X 40.
G21, millimetres
X30 means 30 mm and F300 means 300 mm per minute with the simulator's G94 feed mode.
G20, inches
The same X30 means 30 inches, which is 762 mm, and, with G94, the feed rate is in inches per minute. A millimetre program read in inches asks for moves 25.4 times as long.

Because these modes change the meaning of every line after them, a program sets both near its start, before the first move. The simulator insists on it: a move before G20 or G21 and G90 or G91 have been set stops the program, and so does a change of units after the machine has started moving.

Work through a point list in Absolute and Incremental Positioning. Units and feed mode are separate settings; G95, where supported, uses feed per spindle revolution.

G2 turns clockwise and G3 counterclockwise, seen from above; Practice

G2 turns clockwise and G3 counterclockwise, seen from above

An arc move cuts along part of a circle in the XY plane (G17) at the feed rate. Its direction is the way it turns as seen looking down on the work from above: G2 clockwise, G3 counterclockwise. The line gives the arc’s end point with X and Y, and its centre in one of two ways.

  • I and J say where the centre is, measured in X and Y from the point where the arc starts. That is the usual mode, G91.1, and it holds even while G90 makes every X and Y a position. G90.1 makes I and J a position too in this simulator. Those decimal codes are not universal; check the control's centre-mode rules.
  • R gives the radius instead, and the control works out the centre. A positive R selects an arc of up to half a turn, a negative R the longer way round in the convention used here. An R arc cannot be a full circle, because a circle through one point has no single centre; a full circle uses I and J with its end point the same as its start.

Worked example. The tool is at X 72, Y 15, moving right along the bottom of an outline. G3 X80 Y23 I0 J8 puts the centre 0 in X and 8 in Y from the start, at X 72, Y 23. Turning counterclockwise about it, the tool rounds a corner of radius 8 and ends heading up the right-hand side at X 80, Y 23. The end point has to lie on the circle: change J8 to J6 and the start radius is 6 mm while the end radius is √(8² + 2²) = √68, about 8.246 mm, so the simulator stops at that line instead of guessing.

A radius-10 quarter arc from A 12,8 to B 22,18 around C 12,18 uses G03 I0 J10. Reversing from B to A uses G02 I-10 J0.

In the diagram, absolute endpoints and start-relative centres give G03 X22 Y18 I0 J10 from A to B, then G02 X12 Y8 I-10 J0 back to A. Each start point needs its own centre offsets. Radius format can instead use G03 X22 Y18 R10 for the first arc under the stated convention.

G17 uses X/Y and I/J; G18 uses X/Z and I/K; G19 uses Y/Z and J/K. I, J and K correspond to centre components along X, Y and Z. Judge arc direction looking from the positive normal axis toward the plane: +Z for XY, +Y for XZ, +X for YZ. The simulator supports XY arcs only.

Practice quarter arcs

Arcs: a rounded outline

  1. (Groove around a rounded rectangle)
  2. G21 G90 G17
  3. T2 M6
  4. S3000 M3
  5. G0 X28 Y15
  6. G0 Z2
  7. G1 Z-1.5 F80
  8. G1 X72 F250
  9. G3 X80 Y23 I0 J8
  10. G1 Y37
  11. G3 X72 Y45 I-8 J0
  12. G1 X28
  13. G3 X20 Y37 I0 J-8
  14. G1 Y23
  15. G3 X28 Y15 I8 J0
  16. G0 Z20
  17. M5
  18. M30
05010003060XYX0 Y0startTOP VIEWback vise jawfront vise jawZ +20Z +10Z 0Z −10Z −20jaw topFRONT VIEW, CUT THROUGH THE BLOCK AT Y 15.0Cut depthZ 0−5−10−15−20throughfeed (G1, G2, G3): cutsrapid (G0): through the air
Arcs: a rounded outline. With a Ø6 end mill, follow a 60 × 30 rounded rectangle with R8 corners at Z−1.5. The groove is 2.5 mm below the raw top, Z+1. Four G3 arcs turn the corners. The program on the left, numbered line by line, and the block after it has run. Solid lines are feed moves, dashed lines are rapids; the darker the cut, the deeper it goes.
A drilling cycle packs a whole hole into one line

A drilling cycle packs a whole hole into one line

G81 X15 Y15 Z-8 R2 F120 drills a hole at X 15, Y 15. The tool moves there at rapid, comes down at rapid to R, the height just above the work where feeding begins, feeds down to Z, the drill-tip depth, and rises back up at rapid.

  • How high it rises. In this simulator G99 rises to R between holes, and G98 rises to the height the tool was at when the cycles began, or to R if that is higher. The simulator needs one of the two before the first G81.
  • The cycle is modal. After a G81, a line with only X or Y drills another hole with the same depth, R and feed. G80 ends the cycle; after it, a line with only X or Y is an error until a G0 or G1 says how to move.
Without cutter compensation, program the tool centre path

Without cutter compensation, program the tool centre path

With cutter compensation off, as in this simulator, X and Y describe where the centre of the tool goes. The metal is cut by its edge, one radius further out. A Ø10 end mill fed along Y 30 cuts a slot from Y 25 to Y 35. To leave a wall at X 80 with the metal beyond it cut away, the centre runs along X 85. Milling Operations works through the same rule for a shoulder and a pocket.

Controls can do that offset for you with cutter radius compensation, G41 and G42. The simulator does not model it, so every program here is written as the path of the centre, and a line with G41 or G42 stops with a message. CNC Axes and Offsets explains left/right compensation and tool-length offsets.

Simulator: build a program from blocks and watch it run; Interactive

Simulator: build a program from blocks and watch it run

Pick a program, change it, and run it on a simulated block of metal in a vise. Every block is one line of G-code; the same interpreter reads it whether you build it from blocks or type it, and the machine runs exactly what it reads.

How to drive it. Press a block in the program to open it and change its numbers; leave a number empty to leave that word out of the line. Add a block from the row above the program, either by pressing it, which puts it after the open block, or by dragging it into place. Drag a block by its handle to move it; with the keyboard, focus the handle and press Alt with ↑ or ↓. Play runs the program, Step runs one block and stops, Back goes back one block and Restart starts again with fresh stock. The block that is running is outlined in gold, and its move is drawn in gold on the views; press a move in the top view to open the block that makes it. Any change to the program puts the simulation back to its start, so it always shows the program as it now is.

Holes: a drilling cycle

  1. (Four holes with a drilling cycle)
  2. G21 G90 G17
  3. T3 M6
  4. S1500 M3
  5. G0 X15 Y15
  6. G0 Z10
  7. G98 G81 X15 Y15 Z-8 R2 F120
  8. X85
  9. Y45
  10. X15
  11. G80
  12. G0 Z20
  13. M5
  14. M30
05010003060XYX0 Y0startTOP VIEWback vise jawfront vise jawZ +20Z +10Z 0Z −10Z −20jaw topFRONT VIEW, CUT THROUGH THE BLOCK AT Y 45.0Cut depthZ 0−5−10−15−20throughfeed (G1, G2, G3): cutsrapid (G0): through the air
Holes: a drilling cycle. Drill four Ø6 holes with the tip reaching Z−8: 9 mm below the raw top, Z+1. Full-diameter depth is shorter because of the drill point. G81 drills the first hole; X or Y lines repeat it until G80. The program on the left, numbered line by line, and the block after it has run. Solid lines are feed moves, dashed lines are rapids; the darker the cut, the deeper it goes.
Things to try in the G-code simulator; Checklist

Things to try in the G-code simulator

  • Step through the slot program one block at a time. Watch the machine state change at blocks 2, 3 and 4 before anything moves.
  • Make the slot deeper and shorter, then run it again. Which numbers did you change?
  • Drag the Spindle on block below the first feed move, and read why the machine stops.
  • Open block 7 of the slot program and switch it from G1 to G0. What does a rapid do when it meets the metal?
  • Change the slot program to G91. Before you press Play, work out where its first move will go.
  • In the arcs program, swap one G3 for a G2, and see which way that corner turns now.
  • In the holes program, try G99 instead of G98, then add a fifth hole.
  • In the G-code text, type a line the simulator does not read, such as G41 or M7, and read what it says.
What the simulator reads, and what it leaves out

What the simulator reads, and what it leaves out

The simulator reads a small part of G-code, modelled on the way the LinuxCNC control reads it. Any other code, or a line that is not G-code at all, stops the program at that line with a message saying what is wrong. Nothing is skipped.

Motion
G0 rapid, G1 feed, G2 and G3 arcs in the XY plane, G81 drilling cycle and G80 to end it.
Modes
G17 XY plane, G20 inches, G21 millimetres, G90 absolute, G91 incremental, G90.1 and G91.1 for I and J, G94 feed per minute, G98 and G99 for the drilling cycle. G40, G49 and G54 are read as the settings the simulator always has: no cutter compensation, no tool length offset, and its one work offset.
Machine
M3 spindle on, M5 off, M6 tool change, M8 and M9 coolant on and off (shown, with no effect on the cut), M2 or M30 program end: stops spindle and coolant, restores G90 and G1, and leaves the tool at its last position.
Words
X Y Z positions, I J arc centre, R arc radius or drilling R plane, F feed rate, S spindle speed, T tool, N line number, and comments in brackets or after a semicolon.
Tools
T1 Ø10 end mill, T2 Ø6 end mill, T3 Ø6 drill, T4 Ø12 spot and chamfer tool, T5 Ø50 face mill: the tools of Milling Operations, with the same rules about what each can cut.
  • Some rules are the simulator’s own. It needs units and distance mode set before the first move, a speed before M3, G98 or G99 before a drilling cycle, and, for a tool change, the spindle stopped and the tool at Z +20 or higher. A real control may be less strict, or strict about different things.
  • Only straight down and straight across, through metal. The block is modelled as a height above each point, so the tool can cut moving along Z alone, or in X and Y at one height. A move in X or Y and Z at once is followed exactly through the air, but stops if it would reach the metal: ramping and helical moves are not modelled.
  • Arcs are cut as short straight chords, each within 0.01 mm of the true arc. They are drawn as true arcs.
  • Simple timing. Feed moves run at their F and rapids at 5000 mm per minute, with no acceleration, no blending of one move into the next, and no time for tool changes.
  • Not a check of a real program. The speeds and feeds in the examples are round teaching numbers, not cutting recommendations; Feeds and Speeds is about choosing them. A program that runs here has met only this simulator’s rules. Controls differ in the codes they accept, in their starting modes and in how they change tools, so a program for a real machine is checked against the manual for its control. See CNC Programming and Prove-Out for graphics, dry run, single block and overrides; follow Equipment Operating Procedure for machine use.

Supporting detail: Addendum 2 — How the simulator reads and runs a program.

Machining/Milling

Climb and Conventional Milling

Climb and conventional milling name the cutter's rotation relative to the feed; that relationship changes chip formation, force direction, chip evacuation and the importance of backlash.

Climb versus Conventional Milling

Climb versus Conventional Milling

A milling cutter turns while the work and cutter move past each other. At the part of the cutter that is making the cut, climb milling means the cutting edge moves in the same direction as that relative feed; conventional milling means it moves against the feed. Those two relationships are the whole distinction—not a universal left or right direction on the machine.

Climb milling
Also called down milling. Where a tooth is cutting, it moves the same way the work is fed. Each chip starts thick and ends thin.
Conventional milling
Also called up milling. Where a tooth is cutting, it moves against the feed. Each chip starts thin and ends thick.

Feed per tooth, width of cut (radial engagement) and axial depth of cut are defined together on Feeds and Speeds. This page uses them only to show what changes when the direction changes.

How to read the drawings on this page. Each drawing is a slice straight across the fluted part of an end mill, seen looking down its axis from the spindle; the small side view in the corner marks where the slice is taken, the way a section view does on a drawing. This sketch places the cutter’s axis horizontally, with the table below it; screen-down is toward that table. It is not a top view of a vertical spindle. From the spindle end a standard right-hand cutter turns clockwise. The cutter stays where it is and the work is fed past it, the way a mill table carries the work. Every Work feed arrow is the work’s motion. On a machine that moves the cutter instead, nothing changes: the cutter simply travels the opposite way to that arrow.

The cutter is the same in both modes and spins the same way. What switches climb to conventional is the direction of feed relative to the side of the cutter that is doing the cutting. The down/up force arrows belong to this horizontal arrangement. A top view of a vertical end mill would show forces across the table, not axial force into or away from it.

Climb and Conventional Milling Lab; Interactive

Climb and Conventional Milling Lab

The dashed gold outline is the slice of metal the cutting tooth has taken so far, drawn where it was. The solid gold shape is that metal as a chip, curling off the cutting edge into the flute. The curled chip is scaled to fit the flute at this exaggerated feed; its drawn size is not a thickness measurement. Play it, or drag the tooth through the cut, and use the dashed slice to compare thickness.

Work feedturns clockwiseslice seenfrom spindleEnters thickLeaves thinClimb millingChip runs thick to thin
Work feedturns clockwiseslice seenfrom spindleLeaves thickEnters thinConventional millingChip runs thin to thick
peak 87% of feed per toothtooth enterstooth leavesposition through the cutslice0ClimbConventional
Both cutters turn clockwise, and each cutting tooth is about a third of the way through its cut. In climb milling the work feeds left and the tooth has already taken the thick end of its chip. In conventional milling the work feeds right and the tooth is still in the thin end. The graph says the same thing as a line: climb runs down from its peak, conventional rises to it. The feed per tooth is drawn many times larger than it would be on a machine so the chip can be seen at all. The dashed outline is the slice as the tooth cut it; the solid chip is the same metal curled into the flute.
Six things to try in the demo; Checklist

Six things to try in the demo

  • Choose Compare both and step until each tooth has only just entered the work. Which chip is already thick, and which is barely there?
  • Drag Tooth position in the cut from 0% to 100%, once in each mode. Watch the uncut-thickness readout: in climb it runs down from the peak, in conventional it runs up to it.
  • Set the width of cut to 50%. The tooth now cuts through a quarter of a turn and the chip reaches the full feed per tooth. Drop it to 10%: the peak falls to 60% of the feed. At the same feed, a narrower cut makes a thinner chip.
  • Raise the feed per tooth and watch the dashed uncut slice grow thicker. Its thick-to-thin trend stays the same. The curled chip is scaled to fit the flute and may stop growing on screen; compare thickness using the dashed slice.
  • Follow one chip from start to finish. Pause just before a tooth leaves the work, then step forward. In which mode is the thick end of the chip at the curled tip, and in which is it still on the edge? Where does each chip go once it is free?
  • Watch the red-orange arrow, the pull of the cut on the work. In climb it pulls the work the way it is already going and presses it down. In conventional it pushes back against the feed and lifts. Keep that in mind for the card on backlash.
Chip Forming Characteristics

Chip Forming Characteristics

A chip does not stay where the slice was. The cutting edge shears it off the work, it slides along the face in front of the edge and curls into the flute, and the flute carries it round until it is thrown clear. The drawings compare chip paths in the cross-section of this horizontal-cutter setup; they do not predict a universal chip-flight direction.

Swipe the four moments sideways on a narrow screen, or focus the drawing and use the arrow keys to scroll.

Climb milling1 Forms on the edge2 Finished as it leaves3 Carried out4 Thrown clearConventional milling1 Forms on the edge2 Finished as it leaves3 Carried out4 Thrown clear
One chip from each direction, at four moments. In climb milling the chip is finished at the finished surface, where the tooth leaves the work, and the end that curled furthest is its thick end. It is thrown out behind the cutter, over the surface that has already been cut. In conventional milling the chip is finished at the top of the cut with its thick end still on the edge, and this cross-section carries it toward the uncut side.

Reading the cutter

  • Cutting edge: the tip of each tooth, the only part that touches the finished surface. The tooth that is cutting is outlined in blue.
  • Rake face: the face just in front of the edge. The chip slides along it as it forms.
  • Flute: the curved valley in front of each tooth. The chip curls in it and is carried out of the cut in it, so a flute packed with chips cannot take the next one.
  • Core: the solid centre, hatched because the drawing cuts through it. In this illustrated family, more flutes leave a thicker core and less room for chips. Actual proportions depend on the tool design.

The chip is drawn shorter and thinner than the slice so it fits the flute at a feed drawn many times too large. A continuous metal chip usually becomes shorter and thicker through deformation; IIT Kharagpur’s chip-formation lesson explains the change. The path it takes is illustrative. Actual chip motion depends on the rotation/feed relationship, engagement, flute helix and chip space, material and chip-breaking geometry, and coolant or air delivery. Helical flutes can also move chips along the cutter axis; this in-plane drawing does not show that axial evacuation. The cutter’s flutes and chip space follow Harvey Performance’s end mill anatomy.

Starting thin means rubbing; starting thick means a bite

Starting thin means rubbing; starting thick means a bite

A real cutting edge has a rounded tip. When the uncut layer is extremely thin, the edge can push and rub the metal before a chip forms. The peripheral cuts shown here make that difference visible.

  • Conventional milling starts every chip at zero, so every tooth rubs before it bites. Rubbing makes heat and wears the edge. Look at where the tooth enters, too: on the finished surface, the one you are keeping.
  • Climb milling starts the chips shown here at their thickest, so the tooth bites at once, with a knock each time a tooth enters.

That is the main reason climb milling is often the preferred direction when the machine can hold the work steady against it. Whether it can is the next card.

Supporting detail: Addendum 3 — When a rough or hard exterior can change the choice.

Which way the cut pulls on the work

  • Climb: the teeth drag the work along the way it is already being fed, and tend to push it down onto the table in the peripheral arrangement shown.
  • Conventional: the teeth push back against the feed and tend to lift the work in this arrangement, so whatever holds the work has to resist that lift.
Backlash: why climb milling depends on the machine; Watch out

Backlash: why climb milling depends on the machine

A feed screw moves the table by turning inside a nut. Unless the drive is built to take it out, there is some clearance between the screw’s thread and the nut. That clearance is called backlash, and it lets the table shift a little while the screw stands still.

ConventionalThe cut pulls against the feed: the nut stays on the driving flank.Table feedTablefeed screwgappull of the cutClimbThe cut pulls with the feed: the nut can jump the gap.Table feedTablefeed screwgappull of the cut
The clearance is drawn far larger than it is, and a real drive engages many turns of thread, not one. What matters is which side of the gap the nut ends up on.
  • Conventional: the cut pushes the table back, against the feed. That holds the nut against the flank of the thread the screw is driving with, so the gap stays on the far side and the table moves only as fast as the screw turns.
  • Climb: the cut pulls the table forward, the way it is already moving. If there is clearance, the table can slide across it ahead of the screw, and the cutter takes a bigger bite than the feed was set for, all at once. That sudden, oversized bite is hard on the cutter and on whatever is holding the work.

This is a question to ask about a machine, not a rule. How much clearance a feed drive has, and whether it is built to take it out, differs from machine to machine. This page does not tell you which direction to use on any machine you will meet. Ask the person responsible for that machine.

Supporting detail: Addendum 4 — Why some machines climb mill without trouble.

A slot is both at once

A slot is both at once

When the cutter is buried across its whole width, cutting a slot, each tooth enters at one wall and leaves at the other. Its chip starts thin, is thickest halfway across, and ends thin. The first half of the sweep moves against the feed, like conventional milling, and the second half moves with it, like climb milling, whichever way the work is fed. That is why the demo stops at half the cutter’s diameter: past that point the two can no longer be pulled apart.

Engineering Fundamentals/Power Transmission

Backlash and Lost Motion

After a feed screw reverses, the handwheel turns through the thread clearance before the carriage moves. Predict that dead band from clearance and lead, and finish every approach in one direction.

The dial counts screw rotation; the indicator finds the carriage

The dial counts screw rotation; the indicator finds the carriage

A handwheel dial does not measure the carriage. It counts how far the screw has turned and multiplies by the lead. That is the carriage's travel only while the screw keeps pushing the nut in one direction.

A screw and its nut need some clearance between their thread flanks (a flank is the sloping side of a thread). After the screw changes direction, it must turn through that clearance before its other flank meets the nut and the carriage moves again. That clearance is backlash, the same idea defined for threads in Screw Threads and for gear teeth in Gear Drives and Tooth Geometry. The turn spent crossing it is lost motion: input that produces no output.

  • Dial reading: travel predicted from screw rotation, turns × lead. See Lead Screws.
  • Carriage position: where the carriage really is, as an indicator touching it would show.
  • The difference is zero after a forward approach (the direction the dial was zeroed in) and one full clearance after a reverse approach.

Supporting detail: Addendum 5 — Where the definition comes from.

Experiment: reverse the handwheel and watch the carriage wait; Interactive

Experiment: reverse the handwheel and watch the carriage wait

What the lab does: a handwheel turns an axially fixed lead screw. The dial reports travel calculated from screw rotation; an indicator on the carriage reports where the carriage really is. With a total axial clearance B between screw and nut flanks, the two agree only while the screw keeps pushing in the direction the dial was set in.

Dead band after a reversal = clearance ÷ lead, as a fraction of a turn:

angle = 360° × B ÷ L   dial divisions = B ÷ (L ÷ 100) on a dial with 100 divisions per turn.

Worked example: lead L = 5 mm/rev, so one division is 0.05 mm. Clearance B = 0.20 mm. Angle = 360° × 0.20 ÷ 5 = 14.4°; divisions = 0.20 ÷ 0.05 = 4. For four divisions after the reversal the dial changes and the carriage does not.

Handwheel dial reading 0.80 mm: 0 turns and 16 divisions of 0.05 mm.01020304050607080900.80mmIndicator on the carriage reads 1.00 mm.01020304050607080901.00mm
Driven forward to 1.00 mm, then reversed four divisions: the dial reads 0.80 mm (the shaded graduations passed under the index) while the indicator still reads 1.00 mm. Illustrative dial, lead 5 mm, clearance 0.20 mm.
Hysteresis loop: carriage position against dial reading. The band between the forward-approach line and the reverse-approach line is 0.20 mm wide along the dial axis. Current dial 1.00 mm, carriage 1.00 mm.−0.30.00.30.50.81.01.3−0.30.00.30.50.81.01.3B = 0.20 mmDial reading from screw rotation (mm)Carriage from indicator (mm)forward approach: carriage = dialreverse approach: carriage = dial + B
Forward 0 → 1.00 mm, back to 0, forward to 1.00 mm again. Each reversal runs along a flat step 0.20 mm long, so the path is a loop B wide measured along the dial axis.
Axial section through the thread, drawn riding on the carriage. Screw flank pushing the nut toward +X. To scale: lead 5 mm, clearance 1.00 mm (illustrative 30-degree thread form).+X →Screw flank pushing the nut toward +Xbronze nut, moves with the carriagesteel screw, turns but never slidesDriving forward · To scale: lead 5 mm, clearance 1.00 mmAxial section through the thread, drawn riding on the carriage. Nut held in the clearance: no flank touching. To scale: lead 5 mm, clearance 1.00 mm (illustrative 30-degree thread form).+X →Nut held in the clearance: no flank touchingbronze nut, moves with the carriagesteel screw, turns but never slidesReversed part way · To scale: lead 5 mm, clearance 1.00 mmAxial section through the thread, drawn riding on the carriage. Screw flank pushing the nut toward −X. To scale: lead 5 mm, clearance 1.00 mm (illustrative 30-degree thread form).+X →Screw flank pushing the nut toward −Xbronze nut, moves with the carriagesteel screw, turns but never slidesDriving back · To scale: lead 5 mm, clearance 1.00 mm
The same three moments in the thread, drawn to scale for lead 5 mm and clearance 1.0 mm (the exaggerated clearance of the 3D model). The heavy blue line marks the flank in contact. Reversing moves the contact from one flank to the other; between the two, nothing pushes the carriage.

Landing on 25.00 mm after overshooting to 25.60 mm (lead 5 mm, clearance 0.20 mm). The dial was zeroed after a forward approach, so it equals the carriage position only for forward approaches:

Same dial number, two approaches.
MethodDial movesDialCarriageError
Reverse straight to the number25.60 → 25.00 mm25.00 mm25.20 mm+0.20 mm
Back past it, approach forward again25.60 → 24.50 → 25.00 mm25.00 mm25.00 mm0.00 mm

Reversing straight to the number stops the carriage one full clearance away from the dial reading, still on the overshoot side: the dial shows 25.00 mm while the carriage is at 25.20 mm. Backing past the target by more than the clearance and finishing in the original direction puts the screw back on the flank the dial was set against.

Model limits: rigid parts and a kinematic dead band only. Friction is assumed to hold the carriage still inside the clearance, and nothing else pushes it along the axis; there is no force, stiffness, preload or stick-slip model. Lead, clearance and the 3D dimensions are illustrative and exaggerated, not a standard thread or a measured machine.

Predict the dead band: clearance divided by lead, as a fraction of a turn

Predict the dead band: clearance divided by lead, as a fraction of a turn

Once the screw reverses, the carriage stays still until the screw's helix has moved one full clearance B. One turn moves the helix one lead L, so the dead band is B ÷ L of a turn.

dead-band angle = 360° × B ÷ L

dead-band divisions = B ÷ (value of one division); with 100 divisions per turn, one division is L ÷ 100.

Same clearance, two leads (illustrative values, 100-division dial).
Lead LOne divisionClearance BDead band
5 mm/rev0.05 mm0.20 mm4 divisions = 14.4°
2 mm/rev0.02 mm0.20 mm10 divisions = 36°

The carriage error after a reverse approach is the same 0.20 mm in both rows. A finer lead only spreads that same clearance over more of the handwheel turn.

Land on a dimension: finish every approach in the direction the dial was set

Land on a dimension: finish every approach in the direction the dial was set

If you overshoot a target, turning straight back to the number leaves the carriage one clearance away from it, because the screw is now pushing on the other flank. Instead:

  1. Back the handwheel past the target by more than the backlash.
  2. Turn in the original direction again and stop on the number.

The same reasoning applies when setting a dial. MIT's 2.670 milling notes say to “be certain that the backlash in the mechanism driving the table is taken up prior to setting the dial indicator”. A dial set with the clearance taken up in one direction reads true for approaches in that direction. For edge finding, Mill Indicators and Part Zero repeats the touch from the same direction for the same reason.

Supporting detail: Addendum 6 — A readout that measures the slide, and when the clearance still matters.

What the lab model includes and leaves out

What the lab model includes and leaves out

  • Included: a rigid screw that turns but never slides along its axis, a nut fixed to the carriage, and a total axial clearance B. The carriage position c stays within B/2 of the screw's helical phase s = −Lφ/360° (right-hand thread, φ the screw rotation); inside that band it does not move.
  • Assumed: friction holds the carriage still inside the clearance, and no outside force pushes it along the axis.
  • Left out: forces, friction values, stiffness and elastic wind-up, preload, stick-slip and wear. Drives designed to remove the clearance, such as preloaded ball nuts or adjustable split nuts, are beyond this model.
  • Illustrative: the leads, clearances and the 3D screw (5 mm lead, 1.0 mm clearance, 30° flanks) are chosen to be seen, not taken from a standard thread or a measured machine.

For drive design in depth, Alexander Slocum's Precision Machine Design (1992) covers actuators and transmissions in Chapter 10, including section 10.8, Linear Power Transmission Elements.

Mill around an island: X and Y backlash change the material left behind; Interactive

Mill around an island: X and Y backlash change the material left behind

A perfect 4 mm diameter cutter makes one contour groove around a 24 mm circular island. The dashed outline is the intended island; span errors compare with zero backlash. Material in the middle and outside the groove remains: this is not a pocket-clearing path. Only X/Y drive clearance changes.

Cut as intendedExtra cutMissed cut
Zero backlash · X 0.00 / Y 0.00 mm
Top view of a contour groove around a circle island. X clearance 0.00 mm, Y clearance 0.00 mm. Complete pass. Shaded cells are swept by the full cutter; the middle is retained material.+X+Y−10010 mm
X span at Y = 024.000 mm0.000 mm error
Y span at X = 024.000 mm0.000 mm error
X only · X 0.50 / Y 0.00 mm
Top view of a contour groove around a circle island. X clearance 0.50 mm, Y clearance 0.00 mm. Complete pass. Shaded cells are swept by the full cutter; the middle is retained material.+X+Y−10010 mm
X span at Y = 023.500 mm−0.500 mm error
Y span at X = 023.989 mm−0.011 mm error
Y only · X 0.00 / Y 0.50 mm
Top view of a contour groove around a circle island. X clearance 0.00 mm, Y clearance 0.50 mm. Complete pass. Shaded cells are swept by the full cutter; the middle is retained material.+X+Y−10010 mm
X span at Y = 023.989 mm−0.011 mm error
Y span at X = 023.500 mm−0.500 mm error
Both axes · X 0.50 / Y 0.50 mm
Top view of a contour groove around a circle island. X clearance 0.50 mm, Y clearance 0.50 mm. Complete pass. Shaded cells are swept by the full cutter; the middle is retained material.+X+Y−10010 mm
X span at Y = 023.500 mm−0.500 mm error
Y span at X = 023.500 mm−0.500 mm error

All four start at the right side and run counterclockwise. Before the plunge, both axes approach the start in their positive directions and the coordinates are calibrated there. On reversal, the actual cutter can stay still along one axis while moving along the other. Its full circular footprint removes material along that path.

The spans above are sections through X = 0 or Y = 0, not a best-fit circle or the greatest overall width. They come from intersections with the swept cutter, not pixel counting. Changing the start, winding or initial seating can change the local shape; do not infer that every circle becomes the same oval.

Approximation: circular paths use 1° chords (under 0.001 mm sag here). These printed diagrams use 0.20 mm cells; the live area shading uses 0.10 mm cells. The millimetre span readings use the underlying swept chords.

The cutter removes the upper layer at one fixed depth. Grey is material still at its original height; the groove floor is not drawn. A boundary pass leaves both an island and the surrounding stock, so it is not a cleared pocket. The dashed line is the intended island boundary, not the cutter-centre path: that path is one cutter radius outside it.

Supporting detail: Addendum 7 — What the model means, and why it is not a prediction for every CNC.

Machining/Milling

Feeds and Speeds

Six key quantities connect cutting data to the machine and the cut: cutting speed, feed per tooth, spindle speed, table feed, radial engagement and axial depth.

Six quantities connect the cutting data, machine and cut

Six quantities connect the cutting data, machine and cut

Start by separating six quantities. Cutting speed and feed per tooth describe what the cutting edges should experience. Spindle speed and table feed are the corresponding machine settings. Width of cut and axial depth describe how much of the cutter is engaged. The exact starting values come from cutting data for the tool, material and operation.

Cutting speed
How fast the cutting edge moves through the material: the speed at the outside of the cutter. Written in surface feet per minute (SFM) or metres per minute (m/min). Also called surface speed. Comes from cutting data.
Feed per tooth
How far the work moves while the cutter turns from one tooth to the next, in inches or millimetres per tooth. Also called chip load, because it sets the size of the bite each tooth takes. Comes from cutting data.
Spindle speed
How many turns the cutter makes each minute, in revolutions per minute (rev/min, usually said RPM). Set on the machine.
Table feed
How fast the work moves past the cutter, in inches or millimetres per minute. Also called the feed rate. On a machine that moves the cutter instead, it is how fast the cutter travels. Set on the machine.
Width of cut, ae
The cutter’s radial engagement in the work, measured across the cutter in inches or millimetres. It is also called radial depth of cut; those names describe the same quantity, not two separate settings.
Axial depth of cut, ap
The distance engaged along the cutter’s axis, in inches or millimetres: the difference between the uncut and cut surfaces in that axial direction.

"Speeds" are the cutter turning; "feeds" are the work moving. That is all the phrase feeds and speeds means. The two are set separately on the machine, and the rest of this page is about how they depend on each other, how width and axial depth set the engaged cut, how much metal that cut removes, and the power it takes. Climb and Conventional Milling explains how feed direction relative to rotation changes the chip from thin-to-thick or thick-to-thin.

Spindle speed: the turns it takes to reach the cutting speed

Spindle speed: the turns it takes to reach the cutting speed

Cutting speed is a distance per minute, measured at the edge of the cutter. In one turn, a point on that edge travels once around the cutter: its circumference, π × D. So the spindle speed is the cutting speed divided by the distance one turn covers, once the two are in the same units.

D = 0.5 inone turn = π × D = 1.571 inIn one rotation about its center, a pointon its edge travels its circumference.
One turn of a 0.5 in cutter carries its edge 1.571 in. A cutting speed of 300 SFM asks the edge to cover 300 ft, which is 3,600 in, every minute.

Spindle speed (rev/min) = 12 × cutting speed (SFM) ÷ (π × cutter diameter in inches)

The 12 is there because cutting speed is in feet and the diameter is in inches: 12 inches to the foot. In metric units the same idea needs a 1000, millimetres to the metre:

Spindle speed (rev/min) = 1000 × cutting speed (m/min) ÷ (π × cutter diameter in mm)

Worked example, with illustrative numbers. A 0.5 in cutter, with cutting data that calls for 300 SFM: 12 × 300 ÷ (π × 0.5) = 2,292 rev/min. The 300 SFM is there to make the arithmetic concrete. It is not a recommendation for any tool or any material. The feed value below is illustrative too; use the later material guide for the carbide starting bands.

Look at where the diameter sits: underneath. Halve the diameter and the spindle speed doubles. A small cutter has to turn faster to give its edge the same cutting speed, which is why small cutters so often ask for more speed than a machine has. That case has its own card below.

Table feed: each tooth takes one chip load as it passes

Table feed: each tooth takes one chip load as it passes

Each time a tooth passes, the work should have moved one feed per tooth. The number of teeth passing each minute is the spindle speed times the number of flutes, so:

Table feed = spindle speed × flutes × feed per tooth

Worked example, continued. A 4-flute cutter at 2,292 rev/min, with a feed per tooth of 0.002 in: 2,292 × 4 × 0.002 = 18.3 in/min. The units work out on their own: turns per minute, times teeth per turn, times inches per tooth, leaves inches per minute.

Turned around, the same relation tells you what chip load a feed gives. That is the way to check a feed someone else has set:

Feed per tooth = table feed ÷ (spindle speed × flutes)

Flutes here means the teeth that actually take a chip in each turn. For an ordinary end mill that is simply the number of flutes.

Removal rate: width × depth × table feed

Removal rate: width × depth × table feed

Two more numbers describe the cut itself. The width of cut is how far the cutter reaches sideways into the work, across the direction of feed. The depth of cut is how far down its side the cutter is buried, along its axis. A side cut can be no wider than the cutter; a wider path takes more than one pass.

While the table feeds, the cutter sweeps through the work and leaves a channel behind it. In a stretch of time the cutter travels table feed × time, and the solid metal it takes out in that stretch is a slab as wide as the cut, as deep as the cut, and as long as that travel. Per minute, that is the material removal rate:

Removal rate (in³/min) = width of cut (in) × depth of cut (in) × table feed (in/min)

The front of the cut is curved, because it is the cutter’s own shape. The slab’s two ends are the same curve, one travel apart, so whatever the curve, the slab holds exactly width × depth × travel.

Worked example, continued. The same cutter, 0.1 in wide (20% of its diameter) and 0.5 in deep, at 18.3 in/min: 0.1 × 0.5 × 18.3 ≈ 0.917 in³/min, or 15.0 cm³/min. In 5 seconds the cutter travels 1.53 in and removes 0.0764 in³.

That is the volume of solid metal. Once it is chips, the same metal lies loose and takes up far more space, so the removal rate is not the size of the chip pile.

Cutting power: removal rate times the energy each cubic inch takes

Cutting power: removal rate times the energy each cubic inch takes

Cutting a cubic inch of a given material takes roughly a given amount of energy. That is its specific cutting energy, and it is why the same cut needs more power in steel than in aluminum. Written as power per unit of removal rate, it turns a removal rate straight into power:

Cutting power (hp) = removal rate (in³/min) × unit power (hp per in³/min)

Cutting power (W) = removal rate (mm³/min) × specific energy (J/mm³) ÷ 60

The 60 turns minutes into seconds, because a watt is a joule per second. One mechanical horsepower is 745.7 W.

Worked example, continued. For 6061-T6 aluminum the guide in the calculator gives a band of 0.16 to 0.30 hp per in³/min. At 0.917 in³/min that is about 0.15 to 0.28 hp, or 110 to 210 W. The same cut in 304 stainless steel, whose band is 0.65 to 1.3 hp per in³/min, needs about 0.60 to 1.2 hp.

The answer is usually a band. Some table rows give one factor; that still produces an estimate, not a measured certainty. Published bands cover a family of materials over a range of hardness, and the energy a real cut takes also depends on chip thickness and cutting-edge geometry. Treat the band as the size of the job, not a prediction to the watt.

Three different powers get called “the power”, and they are not the same:

  • Cutting power is what the cutting edge spends. That is the estimate above.
  • Motor shaft power is more, because the belts, gears and bearings between the motor and the cutter lose some on the way. If the drivetrain passes on 80% of what the motor delivers, the motor must deliver the cutting power ÷ 0.8.
  • Electrical power drawn from the supply is more again, because the motor and its drive lose some too.

None of these tells you whether a machine can take the cut. A spindle motor’s rating is not necessarily available at every speed, and power is only one limit: the tool, the holding and the machine’s stiffness are others. Use the estimate to compare cuts and to see why a cut is heavy, not to approve one.

Calculator: from material guidance to removal and power; Interactive

Calculator: from material guidance to removal and power

Choose a material to see generic carbide starting ranges for it, then enter the cutter, the cutting data and the cut. Nothing is filled in for you. Each result appears as soon as the fields it needs are filled, and says what it is still waiting for until then. Use the middle of these ranges fills in only the cutting speed and feed per tooth.

How to read the drawings. You are looking at a block of work from the front, a little above and to the right. The cutter feeds to the right along the front top edge. Gold is the solid metal removed in the time shown, drawn where it was before the cutter took it. The dashed blue curve is where the front of the cut stood when that time began; the outlined cylinder is the cutter now. The three labeled axes use the same length scale, and the drawings in one comparison share that scale, so a slab twice as long is twice the volume. The block around the cut is there only to hold it; its size means nothing. The cut is already underway when the interval starts; only the gold volume counts toward that interval.

The comparison below the drawings prices the setup’s removal rate in every material. The cut is the same in every row; only the energy per cubic inch changes.

Setup2,292 rev/min · 18.3 in/min

feeddepthwidthtravel in 5.00 s0.500 in

In 5.00 s: travel 1.53 in, removed 0.0764 in³Removal rate 0.917 in³/min · power ≈ 0.15–0.28 hp

Spindle ×2, table feed held4,584 rev/min · 18.3 in/min

feeddepthwidthtravel in 5.00 s0.500 in

In 5.00 s: travel 1.53 in, removed 0.0764 in³Removal rate 0.917 in³/min · power ≈ 0.15–0.28 hp

Spindle ×2, chip load held4,584 rev/min · 36.7 in/min

feeddepthwidthtravel in 5.00 s0.500 in

In 5.00 s: travel 3.06 in, removed 0.153 in³Removal rate 1.83 in³/min · power ≈ 0.29–0.55 hp

MaterialEstimated cutting power at 0.917 in³/min

  • 6061-T6 aluminum0.15–0.28 hp
  • 7075-T6 aluminum0.15–0.28 hp
  • 1018 mild steel0.56 hp one factor
  • 1045 steel0.56–0.59 hp
  • 4140 prehard steel0.72–0.83 hp
  • 304 stainless steel0.60–1.2 hp
  • 316 stainless steel0.60–1.2 hp
  • Class 30 gray cast iron0.40–0.60 hp
  • C360 brass0.28 hp one factor
  • Ti-6Al-4V titanium0.69–1.1 hp
The worked example, 0.5 in cutter, 0.1 in wide and 0.5 in deep, three ways over the same 5 seconds and at one scale. Doubling the spindle speed with the table feed held leaves the slab unchanged: the same metal is removed, in chips half as thick. Doubling it with the chip load held doubles the table feed, so the slab is twice as long and the removal rate and power estimate double. Below, the setup’s 0.917 in³/min priced in each material, from the guide’s cutting-energy bands.
Things to try in the calculator; Checklist

Things to try in the calculator

  • Before typing anything, read the results. Each one names the fields it is waiting for.
  • With 6061-T6 aluminum chosen, enter a 0.5 in diameter and 4 flutes, then press Use the middle of these ranges. Cutting speed and feed per tooth fill in at 400 SFM and 0.00415 in/tooth. Nothing else changes.
  • Enter a width of 0.1 in and a depth of 0.5 in. Check the removal rate against width × depth × table feed in the arithmetic.
  • Change the material to 304 stainless steel. The drawings, the table feed and the removal rate stay exactly as they were; only the power estimate moves. The guide now marks your cutting speed as above its range for stainless, but the calculator leaves your entries alone.
  • Hold the table feed and drag the spindle speed to 200%. The slab does not change and nor does the removal rate: the same metal comes off, in chips half as thick.
  • Now hold the chip load and do the same. The table feed doubles, the slab grows twice as long in the same time, and the removal rate and power estimate double.
  • Switch to metric and back. The cut and every result stay the same, written in other units, and any field you left empty stays empty.
  • Try a width larger than the diameter. The calculator refuses it: that is more than one pass.
  • Enter a 0.125 in cutter with a 4,000 rev/min machine top speed. Compare the speed the cutting speed asks for with the speed the machine can reach, and where the cutting speed actually reached sits against the guide.
When the machine cannot turn as fast as the formula asks

When the machine cannot turn as fast as the formula asks

Because small cutters ask for high spindle speeds, the formula can easily give more than a machine’s top speed. A 0.125 in cutter at 300 SFM asks for 9,167 rev/min. On a machine that stops at 4,000, it runs at 4,000.

  • Work the feed from the speed the spindle really turns. At 4,000 rev/min, with 2 flutes and 0.0008 in per tooth, that is 4,000 × 2 × 0.0008 = 6.4 in/min. Each tooth then takes the chip load you meant it to.
  • The cutting speed is what you give up. At 4,000 rev/min the edge of a 0.125 in cutter moves at π × 0.125 × 4,000 ÷ 12 = 131 SFM, not the 300 the data asked for.

Working the feed from the speed that was asked for, rather than the one the spindle is turning, gets the chip load wrong by the same ratio. A feed worked from 9,167 rev/min would give each tooth 9,167 ÷ 4,000 = 2.3 times the chip load intended.

The same applies to a machine that offers only certain speeds, through belts or gears: set the nearest speed it has, and work the feed from that one. The calculator’s machine top speed box does this for a top speed.

Generic ranges are a starting point, not your tool’s data; Watch out

Generic ranges are a starting point, not your tool’s data

What determines the surface speed?

Start with the material and its hardness, then the cutting tool. Carbide is a tool material, not one universal cutting edge: its grade, coating and geometry matter, as do coolant and how steadily the setup can cut. A harder material generally calls for a lower starting speed. Once that surface speed is chosen, the diameter determines the RPM; a smaller cutter must turn faster to reach the same surface speed.

What determines the feed per tooth?

Choose a bite the cutting edge can carry and the flute can clear. That is why the guide changes with cutter diameter: small cutters generally take smaller bites. Width and depth of cut, a full-width slot, a long tool and a flexible setup change the loading and chip clearance. The number of flutes then tells you how many of those bites happen per turn; it does not by itself choose the size of each bite. Use the diameter-based range as a starting point, with its stated engagement, and refine it from the actual tool’s cutting data.

The arithmetic on this page is exact. Its inputs are the part that takes judgement. The ranges in the calculator are generic starting bands for solid-carbide end mills, by material family, from published toolmaker tables. The cutting data for your tool comes first: normally the toolmaker’s for that tool, that material and that kind of cut, or the person responsible for the machine.

Cutting data accounts for things these formulas cannot see: the exact grade and hardness of the material, the tool’s coating and geometry, how far it reaches out of the holder, coolant, and how the setup is held. The guide’s feed-per-tooth ranges assume a side cut about 20% of the cutter’s diameter wide; a full-width slot or a long reach needs the tool’s own data. A calculator turns data into machine settings. It cannot tell you whether the data suit your cut.

Supporting detail: Addendum 8 — Feed per tooth is not always the thickness of the chip.

Machining/Milling

Tool Stickout and Deflection

A longer tool reaches farther, but bends much more under the same sideways load. Predict a change, test it, and compare the tool with a fixed baseline.

Experiment: how much does a shorter tool help?; Interactive

Experiment: how much does a shorter tool help?

Predict first: keep the same solid tool, force and material. If its unsupported length drops from 80 to 40 mm, will it bend half as much, one eighth as much, or the same amount?

IDEAL SOLID ROUND TOOLBending ×100 in bothBASELINE57.947 µm100 NL = 80 mmØ 10 mmE 600 GPaYOUR SETUP7.243 µm100 NL = 40 mmØ 10 mmE 600 GPa
Halving the clamp-to-load length, from 80 to 40 mm, cuts ideal tip bending from 57.947 to 7.243 µm: one eighth as much. Both drawings use the same geometry scale and ×100 bend magnification. Dashed outlines are the unloaded tools.
WORKPIECEDashed: intended wallSolid: shifted cutting edge7.243 µm extra materialOne-sided offset at the tip · gap ×100 · schematic
In this ideal one-sided wall pass, the cutting edge bends away from the work. The short setup leaves 7.243 µm of extra material at the tip. This is a geometric consequence of the assumed load, not a prediction of a real finished part.
The length that matters starts at the clamp

The length that matters starts at the clamp

Stickout is unsupported length. Here it is the distance from the rigid clamp face to the point where the sideways force acts. It is not the total tool length, and it is not automatically the flute length.

A force bends the tool and moves its cutting edge away from its unloaded position. The clamp end stays in place and keeps its direction; the bend grows along the unsupported length. In a real cut, force acts over the engaged cutting edges rather than at one perfect point.

Reach is a tradeoff. The tool must reach the feature and clear the work and holder. Within those constraints, reducing unnecessary stickout improves bending stiffness. A larger diameter can also help if the feature has room for it.

Length is cubed; diameter is raised to the fourth power

Length is cubed; diameter is raised to the fourth power

For the ideal solid round tool in this lab, tip bending is proportional to F × L³ ÷ (E × d⁴). Change one input at a time to see which factor is responsible.

½ length → ⅛ bendHalf × half × half. Shortening the unsupported reach is a powerful change.
2× diameter → ¹⁄₁₆ bend2 × 2 × 2 × 2 goes into the denominator. This comparison is for solid round sections.
2× force → 2× bendForce acts linearly. Double E instead, with the other inputs fixed, and bending halves.

Try a combined change: start at L = 40 mm and d = 10 mm, save that baseline, then set L = 80 mm and d = 20 mm. The length contributes 8× and the diameter contributes 1/16×, leaving half the bending at the same load and modulus. The two changes compete.

Supporting detail: Addendum 9 — The calculation and its units.

Use the trend; know what this model leaves out

Use the trend; know what this model leaves out

This is a static, linear-elastic, slender-beam model: a uniform solid round tool, a perfectly rigid clamp, a steady sideways point load at the free end and deflections small compared with the length. Elastic modulus E measures stiffness, not hardness or breaking strength.

The lab starts at E = 600 GPa, a chosen teaching value within Hyperion's published 430–690 GPa range for cemented-carbide wear grades. It is not a universal value for carbide cutters. The force is an assumed input, not calculated from a milling operation.

Flutes and necks change stiffness. The holder, spindle and workpiece can move too, and a milling force changes as teeth engage. Static bending alone does not predict chatter thresholds, surface roughness, fracture, safe loads or guaranteed finished-part error.

The lab flags L/d below 4 and bending above 1% of L as prompts to question this simplification. Those are teaching checks, not certification or safety limits.

Supporting detail: Addendum 10 — Primary references.

Connect the setup to feeds, speeds and removal rate, and explore the path and tool access in Milling Operations.

Machining/Turning

Lathe Operations

Identify lathe parts, choose workholding and tools, and explore turning operations in a simulator before studying tapers and threads.

Identify the parts that rotate, guide and feed

Identify the parts that rotate, guide and feed

Schematic engine lathe with headstock and spindle at left, tailstock at right, and carriage, cross slide, compound, apron, feed rod and leadscrew along the bed.
Typical engine-lathe arrangement. Controls and drive arrangements vary by machine.
Headstock and spindle
The headstock supports the rotating spindle and its drive. The spindle carries the chuck, faceplate or other workholding. Its axis is the reference for turning.
Bed and ways
The bed supports the assemblies. Its guide surfaces, called ways, guide carriage travel and locate the tailstock.
Tailstock
Supports the far end of work with a center, or holds axial tools such as drills and machine reamers. Its quill extends along the spindle axis when aligned.
Carriage, cross slide and compound rest
The carriage moves along the bed. The cross slide moves across the axis. The compound sits above it and swivels to guide short angled movements. The tool post holds the cutting tool on the compound.
Apron
The assembly on the front of the carriage contains feed mechanisms and controls.
Feed rod and leadscrew
On machines with separate drives, the feed rod powers ordinary turning or facing feeds; the leadscrew synchronizes threading. Some lathes combine functions, so identify the actual drive arrangement before selecting a feed.
Half-nuts and quick-change gearbox
The half-nuts close around the leadscrew to drive the carriage during threading. The gearbox selects ratios for feeds or thread pitches; its chart tells you which control combinations produce each ratio.
Choose workholding for the shape and the surface that must run true

Choose workholding for the shape and the surface that must run true

Running true means the reference surface is centered on the spindle axis, with little measured runout. Gripping a part does not automatically establish that alignment.

Five lathe workholding mechanisms. A three-jaw scroll chuck links its jaws; a four-jaw independent chuck gives each jaw its own screw; a representative collet closes into a taper; centers support and locate while a dog engages a dedicated drive plate; and clamps hold irregular work directly to a faceplate. Colored labels distinguish locate, grip, drive and support roles.
One device can perform several roles, but the roles are not interchangeable. The drive path shown for work between ordinary centers runs from the drive plate through the dog; the centers support and locate the axis.

Read the role before choosing the device. A setup can combine location, grip, drive and support. Support is not the same as drive, and gripping a surface does not by itself establish that it runs true.

Three-jaw scroll chuck
Moves its jaws together for quick gripping of round or suitable hexagonal stock. Self-centering is convenient, but does not promise zero runout, especially after removing and replacing a part.
Four-jaw independent chuck
Moves each jaw separately. Useful for square or irregular work, intentional offsets, or indicating an existing surface true. Adjustment takes more time.
Collet
Grips around a matching stock shape over a limited size range. Useful for repeated work and small diameters; choose the correct collet and its permitted clamping range.
Centers and drive dog
Centers locate work through prepared center holes. A dog clamped to the work transmits torque from a drive plate; the centers provide support. Useful when several surfaces must share the center-hole axis or the work must be removed and returned.
Faceplate
Provides slots or mounting features for clamping work that does not suit chuck jaws. The fixture must locate the intended axis and account for the off-center mass.
Two long-work support arrangements. A steady rest is fixed to the lathe bed at one axial station while the chuck drives the work. A follow rest attaches to the carriage and travels beside the cutter to support the work near the cut. Both rests support the work; neither supplies the primary drive.
The steady rest stays at one bed position. The follow rest moves with the carriage near the cutter. In both examples the chuck remains the primary drive; the rest contacts support the rotating work.
Steady rest
Mounts on the bed and supports a long workpiece at a fixed position. It can support work when the end must remain accessible for drilling or boring.
Follow rest
Mounts to the carriage and travels with the tool. It supports slender work near the cut to reduce bending under cutting force. Its support contacts must suit the diameter being supported.

Supporting detail: Addendum 11 — Reference examples for these mechanisms.

For why a chuck key must never remain in the chuck, and for rotating-work precautions, see Machine Hazards and Housekeeping. See Personal Protective Equipment and Metal Chips and Swarf for protection and chip handling.

Match tool travel to the feature, and set the edge on center

Match tool travel to the feature, and set the edge on center

Facing feeds across an end to establish a plane perpendicular to the axis. Straight turning feeds parallel to the axis to make a cylinder. Shoulder turning joins a cylindrical diameter to a step face; the tool needs clearance to reach both surfaces without its holder or unused edge contacting the work.

Center drilling prepares the seat for a supporting center. It is not automatically the best starting method for every drill. Tailstock drilling makes an axial hole; reaming removes a controlled small allowance to improve hole size and finish. Select that allowance from the reamer maker. A reamer generally follows the existing hole, so it is not a reliable way to correct a misplaced hole. Boring uses a single-point tool to enlarge an existing hole and establish its surface relative to the spindle axis.

Grooving makes a recess; parting continues a similar radial cut until the part separates. Chamfering makes a bevel at an edge. Form knurling presses a pattern into the surface and increases the diameter over the raised points; cut knurling is a different process.

Use spindle center height as the starting reference for ordinary turning and threading tools, then follow any tool-specific instruction. An off-center edge changes the effective rake and clearance. In facing, a tool that cannot reach the axis leaves a small central nub. Boring also needs clearance between the tool and the curved hole wall.

Supporting detail: Addendum 12 — Rake and chipbreakers depend on the whole cutting setup.

Continue with Turning Tapers and Single-Point Threading. Cutting speed and feed belong on Feeds and Speeds; dimensional acceptance and finish belong on Tolerances and Fits and Surface Texture and Finish.

A lathe spins the work and moves the tool on two slides

A lathe spins the work and moves the tool on two slides

In ordinary turning the work rotates while the tool feeds along it or toward its center. This simulator models parts that are round about the spindle’s axis. The shape comes from where the tool is put against the turning work, and in what order.

Chuck
Grips the bar and turns with the spindle. The jaws hold one end; the tool works on the part of the bar that sticks out.
Carriage (Z)
Carries the tool along the bed, parallel to the axis. On this page Z minus is toward the chuck and Z plus toward the tailstock.
Cross slide (X)
Moves the tool straight toward or away from the axis. The simulator’s X readout is the diameter the tool would cut. On a real lathe, find out whether a dial or readout shows diameter or radius before you trust it.
Tailstock
At the far end of the bed, on the centerline. It holds the center drill, the drills and the countersink, which feed straight along the axis.
Z0
Where the drawing’s finished front face belongs. Every length on the drawings is measured from the front face.

How to read the simulator’s picture. It is the lathe seen from the front, with the whole work in one of two views; the switch under the picture changes view at any time without changing the work. Section cuts the work in half along its centerline, the way a section drawing shows a part: metal is hatched, a hole shows open, and a thread or knurl shows as its profile. Normal shows the outside, as you would see the part on the machine, with its thread and knurl; a hole is drawn as a dashed hidden line, and a tool working inside the part is hidden by it. Tools on the cross slide come in from above, in the plane the section is cut on, so a tool and the metal it cuts are in the same plane.

The dashed blue outline is the drawing, placed at Z0. Tinted metal is still to come off. A heavy red-orange dashed line marks work that is already smaller than the drawing allows. On each tool, the gold edge is the part that cuts and the small ring is the point the readout follows.

Before using a real lathe, read Machine Hazards and Housekeeping. The chuck key stays in your hand until it is out of the chuck.

Lathe simulator: make the part on the drawing; Interactive

Lathe simulator: make the part on the drawing

Chuck endfrom tailstockZ0
The stepped pin part-way through. The facing blade made the end flat; the body was rough-turned short of its shoulder. Its angled allowance still needs radial facing. The rougher is halfway along the first pin pass. The tinted metal is still to come off.

Each target is shown in a complete Normal outside view and a complete Section through its centerline. Dashed lines in Normal identify hidden internal features. Section thread bands are schematic crest/root envelopes; the knurl remains a surface callout. Dimensions are nominal inches; the simulator’s feature table gives the limits.

Target drawing: Stepped pin. Normal: outside viewDashed lines show hidden internal features. Stepped pin, 1.500 in long, from 1.000 in bar. Pin: Ø0.500, from 0.000 to 0.625 in from the front face. Body: Ø0.750, from 0.625 to 1.250 in from the front face. Head: Ø1.000 (bar size), from 1.250 to 1.500 in from the front face. 0.030 in by 45 degree chamfer at the front edge.Normal: outside view0.6251.2501.500front face0.030 × 45° chamferØ1.000 (bar size)Ø0.750Ø0.500
Target drawing: Stepped pin. Section: through the centerlineHatching marks the material cut by the section plane. Stepped pin, 1.500 in long, from 1.000 in bar. Pin: Ø0.500, from 0.000 to 0.625 in from the front face. Body: Ø0.750, from 0.625 to 1.250 in from the front face. Head: Ø1.000 (bar size), from 1.250 to 1.500 in from the front face. 0.030 in by 45 degree chamfer at the front edge.Section: through the centerline0.6251.2501.500front face0.030 × 45° chamferØ1.000 (bar size)Ø0.750Ø0.500
Stepped pin. Two turned diameters, a chamfer on the end and a head left at bar size. From 1.000 in bar. Facing, turning in passes, square shoulders, chamfering and parting off.
Target drawing: Bushing. Normal: outside viewDashed lines show hidden internal features. Bushing, 1.000 in long, from 1.250 in bar. Outside: Ø1.125, from 0.000 to 1.000 in from the front face. Bore inside: Ø0.625, through. 0.030 in by 45 degree chamfer at the front edge. 0.030 in by 45 degree chamfer at the back edge. 0.030 in by 45 degree chamfer at the mouth of the hole.Normal: outside view1.000front face0.030 × 45° chamfer0.030 × 45° at the holeHole Ø0.625, through0.030 × 45° chamferØ1.125
Target drawing: Bushing. Section: through the centerlineHatching marks the material cut by the section plane. Bushing, 1.000 in long, from 1.250 in bar. Outside: Ø1.125, from 0.000 to 1.000 in from the front face. Bore inside: Ø0.625, through. 0.030 in by 45 degree chamfer at the front edge. 0.030 in by 45 degree chamfer at the back edge. 0.030 in by 45 degree chamfer at the mouth of the hole.Section: through the centerline1.000front face0.030 × 45° chamfer0.030 × 45° at the holeHole Ø0.625, through0.030 × 45° chamferØ1.125
Bushing. A turned sleeve with a through bore, two outside chamfers and a chamfer at the bore mouth. From 1.250 in bar. Center drilling, drilling, boring, countersinking and chamfering a back edge before parting.
Target drawing: Thumb screw. Normal: outside viewDashed lines show hidden internal features. Thumb screw, 1.250 in long, from 1.000 in bar. Thread: Ø0.375, 16 threads per inch, from 0.000 to 0.625 in from the front face. Relief groove: Groove Ø0.290, from 0.625 to 0.750 in from the front face. Knurled head: Diamond knurl, Ø0.880 over points, from 0.750 to 1.250 in from the front face. 0.030 in by 45 degree chamfer at the front edge.Normal: outside view0.6250.7501.250front face0.030 × 45° chamferDiamond knurl, Ø0.880 over pointsGroove Ø0.290Ø0.375, 16 threads per inch
Target drawing: Thumb screw. Section: through the centerlineThread bands are schematic crest/root envelopes, not a literal helical cut face. Thumb screw, 1.250 in long, from 1.000 in bar. Thread: Ø0.375, 16 threads per inch, from 0.000 to 0.625 in from the front face. Relief groove: Groove Ø0.290, from 0.625 to 0.750 in from the front face. Knurled head: Diamond knurl, Ø0.880 over points, from 0.750 to 1.250 in from the front face. 0.030 in by 45 degree chamfer at the front edge.Section: through the centerlineThread envelopes (schematic)0.6250.7501.250front face0.030 × 45° chamferDiamond knurl, Ø0.880 over pointsGroove Ø0.290Ø0.375, 16 threads per inch
Thumb screw. A knurled head, a thread relief groove and a 16-per-inch thread. From 1.000 in bar. Knurling, grooving, external threading in passes, and why a thread needs somewhere to stop.
Target drawing: Knurled nut. Normal: outside viewDashed lines show hidden internal features. Knurled nut, 0.500 in long, from 1.000 in bar. Knurled outside: Diamond knurl, Ø0.880 over points, from 0.000 to 0.500 in from the front face. Thread inside: 13 threads per inch, through.Normal: outside view0.500front face13 threads per inch inside, throughDiamond knurl, Ø0.880 over points
Target drawing: Knurled nut. Section: through the centerlineThread bands are schematic crest/root envelopes, not a literal helical cut face. Knurled nut, 0.500 in long, from 1.000 in bar. Knurled outside: Diamond knurl, Ø0.880 over points, from 0.000 to 0.500 in from the front face. Thread inside: 13 threads per inch, through.Section: through the centerlineThread envelopes (schematic)0.500front face13 threads per inch inside, throughDiamond knurl, Ø0.880 over points
Knurled nut. A knurled ring with a 13-per-inch thread inside it. From 1.000 in bar. Drilling to the thread's inside size, internal threading and parting off a ring.

Pick a part and read its drawing (Drawing opens it). Then make it from bar: choose a tool, start the spindle, and move the tool against the work. Measure the part against the drawing whenever you stop.

  • Move the tool by dragging it in the picture, one slide at a time as if you were turning one handwheel; with the handwheel buttons, which repeat while held; with the arrow keys once the picture is selected; or by typing a position and pressing Feed to Z or Feed to X. Stop feed, or Escape, stops a feed part-way.
  • The spindle has to be running for anything to cut, and stopped before you change a tool, change the drill size or thread pitch, or measure the part. A caliper or micrometer never goes on turning work.
  • Each tool does only its own kind of work. When a move would ask a tool for something it cannot do, the simulator stops the tool there and says why. What the tool in use can and cannot do is listed under the tool rack. Turn / face offers two actual tools in its Cutting tool selector; stop the spindle before changing between them.
  • Undo takes back one cut at a time. New bar starts the part again, and undo brings the old bar back.
  • Measure compares every feature with the drawing. The list under the simulator says what each feature still needs, or whether it has already gone too far to save.
Each simulator tool has a defined job; its form knurl displaces metal

Each simulator tool has a defined job; its form knurl displaces metal

Facing, turning, drilling, threading and knurling are not the same action with a different shape of tool. Each tool reaches different places and moves in different ways.

Turning tool
The roughing tool supplied here has a 10° lead and a 0.008 in nose radius. Its angled edge reaches ahead of its readout point. Stopping an axial pass leaves an angled shoulder; leave allowance instead of running the nose to the finished shoulder plane.
Facing tool
A square, 1/16 in wide finishing blade set for radial feed. Put its left corner at the finished Z and feed X across the end or shoulder. Its actual sweep removes the allowance and leaves the face flat. Retract clear before moving Z. These are the simulator’s selected tools; other turning tools and settings can both turn and face.
Chamfer tool
A 90° point. Plunged at an edge, each side cuts a 45° chamfer.
Grooving and parting blade
Cuts only on its front edge. Plunged part of the way it makes a groove; plunged to the center, or into the hole, it parts the work off.
Center drill, drill, countersink
Fed from the tailstock along the axis. A center drill makes a small pilot and a 60° seat for a lathe center; a spotting drill has different starting geometry. The twist drill makes the hole and the countersink chamfers its mouth. Choose a real drill’s starting method and spot angle from its maker’s guidance.
Boring bar
Turns the inside of a hole that is already there, the way the turning tool works on the outside. Its bar has to fit in the hole.
Threading tools
Form tools with a 60° point, one for outside threads and one on a bar for inside threads. For a threading pass the carriage is driven by the leadscrew, so the tool moves one thread lead for every turn of the work; for the single-start threads here, lead equals pitch.
Knurling tool
A straddle head with two opposed forming wheels, with left-hand and right-hand diagonal teeth. Their axles lie parallel to Z; together they roll a diamond pattern. Gap Ø is a simulated gap/contact-diameter control. A real tool’s arm adjustment and locking are separate from cross-slide infeed. The picture shows the barrels and axles in side projection; the highlighted rims are the forming contact.

What makes the simulator stop a move. Each of these is something the real tool cannot do, or should not be asked to:

  • The spindle is stopped, so the tool would only rub.
  • More of the cutting edge would be in the work than the tool takes in one pass. Take it in more passes.
  • A part of the tool that does not cut would touch the work: the holder, the top of an insert, the bar of a boring tool, the side of a blade.
  • The tool would hit the chuck jaws.
  • A threading tool is still in the thread when the carriage moves. Back it out first.
  • A knurl is pressed past full depth, or into a shoulder.
  • A drill is three of its own diameters into a cut without being backed out to clear its chips.

The simulator’s limits are teaching values chosen for these four parts. A real tool’s limits come from its maker and depend on the machine, the material and the setup.

Tool shape and setting matter: Sherline’s tool-grinding guide describes cutting edges, clearance and form tools. The particular blade widths, nose radius and operating limits used here are declared teaching choices, not specifications for every lathe tool.

Most parts start with a facing cut and end with parting

Most parts start with a facing cut and end with parting

More than one order can make the same part, and the simulator accepts any order that gets there. Some orders are still better than others, for reasons you can see in the work.

  • Face first. The faced end is the datum: every length on the drawing is measured from it. A sawn end is neither flat nor square to the axis.
  • Rough, then finish. A large step comes off in several passes, and only the last one goes to the size on the drawing. On the stepped pin, stop the roughing passes 0.040 in short of each shoulder, retract clear and change to the facing tool. With its left corner at the final shoulder Z, feed X to the smaller diameter. A deeper shoulder needs more clearance for the angled edge; the facing blade can remove its allowance in slices up to 0.0625 in wide.
  • Drill, then bore to size. The boring bar needs a hole its bar fits in. A center drill is available here to explore its pilot and center-seat shape, but it is not a universal prerequisite for drilling. On a real machine, use the starting method recommended for the following drill.
  • Heavy work before thin sections. Knurling pushes hard on the work. Knurling before the thin sections next to it are turned keeps the work stiff while it happens.
  • Make room for the threading tool. A thread needs somewhere for the tool to stop: a relief groove, or a stop short of the shoulder. Chamfer the end first so the thread starts on a clean edge.
  • Chamfer the back edge before parting. Once the part is cut off, its back edge is out of reach without a second setup.
  • Part off last. The part falls free, and anything not done to it by then needs another setup.

The small Chuck end circle is a separate axial view, looking from the tailstock toward the chuck. Its forward-rotation arrow and animation run counterclockwise in that view. The main picture is longitudinal, not a view along the spindle. See the viewpoint diagram in Haas’s spindle-direction training, page 16.

A thread is cut in several passes along one helix

A thread is cut in several passes along one helix

For a threading pass the carriage is coupled to the leadscrew, so the tool advances exactly one lead for every turn of the work. For the single-start threads here, that is one pitch: 1/16 in for 16 threads per inch. Every pass follows the same helix, so every pass deepens the same groove.

The section uses a schematic thread envelope. Its unhatched bands lie between the surviving crests and dashed roots; they are not solid annular thread teeth. A real single-start helix intersects opposite sides half a pitch apart. The model samples a thread profile for depth checks and preserves its material envelope for later cuts and parting. The carriage still stops at the requested Z, even between full turns. Sandvik explains the lead/pitch relation for single- and multi-start threads.

  • A little deeper each pass. The simulator allows 0.015 in of infeed per pass outside and 0.012 in inside. The thread is done when its roots reach the root diameter on the drawing.
  • Back out before you come back. At the end of a pass the tool is still in the groove. Bringing the carriage back without backing the tool out would cut the crests off.
  • Keep the pitch. A pass at another pitch cuts a second helix across the first: a crossed thread.
  • Leave somewhere to stop. The tool runs into a shoulder unless a relief groove gives it room, which is why the thumb screw has one.

Supporting detail: Addendum 13 — How a manual lathe keeps every pass on one helix.

A form knurl moves metal instead of cutting it

A form knurl moves metal instead of cutting it

The knurling tool makes no chips. Its wheels press a pattern into the turning work, and the metal they push aside has to go somewhere: it rises between their teeth. The diameter over the points ends up larger than the blank was.

Blank
The diameter turned before knurling. On these drawings it is not given: the knurled size is, and you work back to the blank.
Full points
The wheels pressed deep enough that the diamond points are fully formed. Too shallow leaves flat tops; pressing past full depth crushes and flakes the points.
Over the points
The knurled diameter, measured across the crests.

In the simulator the roots sink exactly as far as the crests rise, 0.010 in each at full depth, so a full knurl adds 0.020 in to the diameter. A real knurl’s growth depends on its pitch, the material and how hard it is pressed.

This paired-wheel forming arrangement supports feeding along Z after engagement. Dorian’s straddle setup instructions (H-19) and paired diagonal-wheel example (H-48) describe that combination. The drawing is a generic teaching head, not a dimensioned catalog tool or a setup instruction for a particular machine.

Things to try in the simulator; Checklist

Things to try in the simulator

  • On the stepped pin, try to turn the body from 1.000 to 0.750 in in one pass. Read why the tool stops, then do it in two.
  • Stop a roughing pass short of a shoulder and Measure. Choose Face without cutting and measure again. Then make the radial facing cut: which geometry actually changed?
  • Face the end but stop the cut at X 0.200. Measure: what is left at the center?
  • Face 0.010 in past Z0 and make the rest of the pin to the readout. Measure the lengths. Which ones moved, and why?
  • On the bushing, bring the boring bar to the end before there is a hole. Then drill a 1/4 in hole and try again. Which drill gives the bar room?
  • Drill the bushing without the center drill and read the note under the inspection.
  • On the thumb screw, try a threading pass up to the head before cutting the relief groove.
  • Take one threading pass at 16 per inch, change to 13 and take another. Measure the thread.
  • Knurl the head straight on the 1.000 in bar, without turning a blank first. Measure it against the drawing.
  • On the knurled nut, part the ring off and watch where the blade breaks through.
What this simulator leaves out

What this simulator leaves out

The simulator is about which tool does what, in what order, to what size. It leaves out:

  • Speed and feed. The spindle is on or off. Spindle speed, feed rate and what they do to the cut are on Feeds and Speeds.
  • The cut itself. No tool wear, heat, chatter, deflection or surface finish. A drill cannot wander, so a hole started without a center drill is only noted, not drawn off center.
  • Setups. One setup only: no turning the part around, no second operation, no tailstock center supporting long work.
  • Threads and knurls, simplified. Thread pitch, crests and roots are checked along the required length; pitch diameter and functional thread fit are not verified. The form knurl illustrates displaced material and diameter growth. Its patterned section is schematic, not an exact volume-conservation calculation. Form and cut knurling use different mechanisms.
  • Its numbers. Inch only. The tolerances, the tool limits and the parts are teaching values, not tool-maker data and not a standard.

Tolerances on the drawings mean the same as on Tolerances and Fits: a size on a limit passes.

The starting method for a real hole depends on the drill. For example, Haas distinguishes center drilling from spotting for carbide twist drills; this model does not predict drill wandering.

Engineering Fundamentals/Motion and Rotation

Gear Ratios

Follow tooth counts through pairs, idlers and compound trains; multiply stage efficiencies and choose gears to meet speed and torque limits.

Experiment: trade speed for turning effort; Interactive

Experiment: trade speed for turning effort

Predict first: a 20-tooth gear turns at 120 rpm clockwise and drives a 40-tooth gear. Will the larger gear turn faster or slower? What changes if you add an idler between them?

One mesh: 2:1 reduction

AA · 20 teeth↻ 120 rpmDRIVER / INPUTBB · 40 teeth↺ 60 rpmDRIVEN / OUTPUT
B has 2× as many teeth as A. Each passing tooth advances B by one tooth space; B turns 0.5× as fast, in the opposite direction. At 120 rpm clockwise and 2 N·m input, output B is 60 rpm CCW and 4 N·m ideally. The dashed circles are pitch circles, where the speeds match.

Add an idler: still 2:1

AA · 20 teeth↻ 120 rpmDRIVER / INPUTII · 30 teeth↺ 80 rpmIDLERBB · 40 teeth↻ 60 rpmDRIVEN / OUTPUT
The idler changes direction twice: A → I → B. Its 30 teeth cancel from (30 ÷ 20) × (40 ÷ 30). At 120 rpm clockwise and 2 N·m input, output B is 60 rpm CW and 4 N·m ideally. The dashed circles are pitch circles, where the speeds match.

Two stages: 2 × 2 = 4:1

B + C: 60 rpm CCWOne rigid shaft · same speedMESH 1MESH 2AA · 20 teethBB · 40 teethCC · 20 teethDD · 40 teeth
B and C turn together. Multiply the two reductions: (40 ÷ 20) × (40 ÷ 20) = 4. At 120 rpm clockwise and 2 N·m input, output D is 30 rpm CW and 8 N·m ideally. The two front-view meshes are separated on the page; the dashed connector represents their common shaft.

All three examples use the same ideal input: 120 rpm and 2 N·m. Input power is 25.13 W, and ideal output power is also 25.13 W. More output torque comes with less speed.

With each actual mesh at 96% efficiency, the pair delivers 3.84 N·m and 24.13 W; the idler train delivers 3.6864 N·m and 23.16 W; the compound train delivers 7.3728 N·m and 23.16 W. Their output speeds remain 60, 60 and 30 rpm. This comparison charges a loss at both idler meshes.

Count the teeth to find the speed

Count the teeth to find the speed

The driver supplies motion; the driven gear receives it. For one external gear mesh, each tooth passing on the driver advances the driven gear by one tooth space. A gear with twice as many teeth needs twice as many passing teeth to complete a turn.

Output speed = input speed × driver teeth ÷ driven teeth. A 20-tooth driver at 120 rpm driving 40 teeth gives 120 × 20 ÷ 40 = 60 rpm. External meshing reverses the direction.

This lesson uses reduction ratio i = input speed ÷ output speed, with speed magnitudes. A 2:1 reduction means two input turns for one output turn. Ratios above 1 reduce speed; ratios below 1 increase it. At zero speed, use tooth counts to find the ratio; do not divide 0 by 0.

Notation map: this page's original equations use N for teeth and n for speed. The course uses n for teeth, ω for angular velocity and τ for torque. Thus page N = course n; page speed n is written ω in the additions below. GR and i name the same reduction ratio.

In course notation, using magnitudes: GR = nout/nin = dout/din = ωin/ωout = τout/τin for an ideal single pair. Here d is pitch diameter; the torque equality assumes no losses. For a compound train, multiply the stage ratios; the first and last tooth counts alone do not give the overall ratio.

Supporting detail: Addendum 14 — Why tooth counts work, and what the dashed circles mean.

An idler and a compound shaft do different jobs

An idler and a compound shaft do different jobs

One mesh reverses

A → B turns the output opposite to the input, viewed from the same end of each shaft.

An idler cancels

A → I → B reverses twice. I affects its own speed and the spacing, but its tooth count cancels from the end-to-end ratio.

Compound stages multiply

A → B, then C → D, with B and C fixed together: i = (NB/NA) × (ND/NC).

Same shaft means the same angular speed. A large B and a small C fixed to one shaft make the same number of turns in the same direction. Their rim speeds differ because their radii differ. They do not mesh with each other.

In the compound example, 20 → 40 teeth halves the speed. A second 20 → 40 stage halves it again: 120 → 60 → 30 rpm. The two external meshes make the final output turn in the same direction as the input.

An idler is not another reduction stage. Drop its tooth count when finding the end-to-end ratio, but count every external mesh for direction: odd means opposite; even means the same, viewed from the same end of the parallel shafts. Do not drop a gear that shares a shaft with a different gear in a compound train.

More torque costs speed; it does not create power

More torque costs speed; it does not create power

Torque is turning effort. In this ideal, lossless train at steady load, output torque magnitude = input torque magnitude × reduction ratio. A 2:1 reduction changes 120 rpm and 2 N·m into 60 rpm and 4 N·m. The 4:1 compound example gives 30 rpm and 8 N·m.

Rotational power is torque × angular speed: P = T × 2πn/60 when T is in N·m and n is in rpm. Both sides of either example carry 25.13 W ideally. Real friction and other losses leave less output power. Tooth strength, bearings, shafts, lubrication and the motor all limit usable torque.

At zero speed, mechanical power is zero. A loaded, stationary gear train can still carry torque. The lab shows ideal static torque balance in that case; it does not model motor stall behavior or promise a safe load.

Supporting detail: Addendum 15 — Primary references and model boundaries.

Connect the gears to Angular Motion, Rotation and Linear Speed and Torque.

Stage efficiencies multiply; losses accumulate

Stage efficiencies multiply; losses accumulate

Each stage receives only the power that survived the stage before it. Use decimal efficiencies and multiply: ηtotal = η1 × η2 × η3. Never add or average them. See Power and Efficiency for the general meaning of efficiency.

Power through a three-stage gear train Three successive driver and driven pairs, with the driven shaft of each stage connected to the next driver. Each stage passes 96 percent of its input power: 1000 watts becomes 960, then 921.6, then 884.736 watts. Total efficiency is 0.96 cubed. Stage 1: × 0.961000 → 960 W Stage 2: × 0.96960 → 921.6 W Stage 3: × 0.96921.6 → 884.736 W shared shaft ↓shared shaft ↓ output η total = 0.96 × 0.96 × 0.96 = 0.884736 (88.47%) 11.53% of input power is lost
Power-flow schematic, with gear pairs shown by pitch circles. The stages are separated for clarity; each connecting shaft turns its attached gears together.

At 98% per stage, three stages give 0.98³ = 0.941192: about 5.88% total loss, not 6%. Fewer, higher-quality stages often beat many cheap stages for efficiency, provided they can meet the ratio and load requirements.

Supporting detail: Addendum 16 — Why adding losses is only an approximation.

Positive drives keep the speed ratio; losses reduce torque

Positive drives keep the speed ratio; losses reduce torque

A positive drive keeps input and output linked in a fixed ratio without slipping. Gears, chains and timing belts are positive drives. A slipping flat belt or V-belt is not. Follow Rotation and Linear Speed for the connection from rotation to belt travel.

At a stated steady input speed and load, use magnitudes:

ωout = ωin/i
τout = τin × i × ηtotal
Pout = ηtotal × Pin

The teeth still set the speed exactly in this model. Efficiency reduces output torque from its ideal value. It does not reduce output rpm as well. Use matching torque units on both sides: lbf·ft or N·m. The course conversion is 1 rpm ≈ 0.1047 rad/s when angular speed in rad/s is needed.

Supporting detail: Addendum 17 — Follow both stages of one loaded train.

Count stages for ratio, meshes for direction and stated losses

Count stages for ratio, meshes for direction and stated losses

For a simple train A → I → B, the idler cancels from (NI/NA) × (NB/NI) = NB/NA. The two external meshes still reverse direction twice.

Follow the loss assumption in the problem. Real meshes lose some power, but a problem may explicitly ignore it. If every actual mesh is 96% efficient, A → I → B has ηtotal = 0.96². If a whole stage including its idler is assigned 96%, use that stage value once. If η = 1.00 is stated, ignore losses. Do not infer the loss count from the reduction-stage count when an idler is present.

Choose teeth, then check both output limits; Checklist; Practice

Choose teeth, then check both output limits

  • Record input speed and torque, the output speed ceiling and torque floor, available integer tooth counts, maximum ratio per stage, and the loss assumption.
  • Use the speed ceiling to find i ≥ ωin/ωceiling. With at most R:1 per stage, k reduction stages can provide at most Rk:1.
  • For each candidate stage count k, calculate ηtotal and check the torque bound i ≥ τfloor/(τin × ηtotal). Use the larger of the speed and torque bounds.
  • Choose whole-tooth pairs within the range and per-stage limit. Connect successive pairs by shared shafts. Multiply their actual ratios; do not assume a rounded target is achievable.
  • Calculate output speed and torque, keeping full precision for both limit checks. Check direction by counting external meshes. An added idler may require recalculating losses.

To choose the faster of feasible designs at the same input speed, compare their actual overall ratios: the smaller one is faster. A feasible design is not automatically the fastest possible design.

Supporting detail: Addendum 18 — Worked design: a winch with a speed ceiling and torque floor.

Practice multiplying efficiencies Practice designing to limits

Machining/Measurement and Fit

Tolerances and Fits

The permitted size ranges on a hole and a shaft decide whether the two have clearance, interference, or could have either.

A size tolerance gives two limits

A size tolerance gives two limits

Manufacturing produces variation. For each diameter in this lab, the drawing gives a size between two limits. A measured diameter inside that interval passes this size check.

Nominal size
The size a feature is named by, such as Ø0.7500 in. Ø means diameter. Every limit is measured from this number.
Deviation
How far a limit sits above (+) or below (−) nominal. +0.0010 puts a limit 0.0010 in above it.
Limits
Nominal plus each deviation: the largest and smallest sizes that pass inspection. Ø0.7500 +0.0010 / 0.0000 means anything from 0.7500 in to 0.7510 in.
Tolerance
The width of that range: largest limit minus smallest limit. Here, 0.0010 in.

A size exactly on a limit passes. On this page the limits are part of the allowed range: a 0.7500 in hole and a 0.7510 in hole are both good. A 0.7511 in hole is not.

Clearance is the hole size minus the shaft size

Clearance is the hole size minus the shaft size

Put a shaft in a hole and the number that decides the fit is the difference between their two diameters.

clearance = hole size − shaft size

  • Positive: the hole is bigger. There is a gap, and the shaft slides in.
  • Negative: the shaft is bigger. That is interference: on paper the parts overlap, so the shaft has to be pressed in, or it does not go at all.
  • Zero: exactly the same size, called line-to-line. No gap and no overlap.

Clearance is measured across the whole diameter. With the shaft centred in the hole, the gap you would see on each side is half of it:

gap on each side = clearance ÷ 2

A shaft in a bored hole, cut in half along its axis A 0.7506 inch hole with a 0.7501 inch shaft through it. The 0.0005 inch clearance is split between the two sides, leaving a 0.00025 inch gap above the shaft and the same below it. The gap is drawn far wider than it would really look. SHAFT ⌀ 0.7501 in HOLE ⌀ 0.7506 in gap each side = (0.7506 − 0.7501) ÷ 2 = 0.00025 in
The gap is drawn hugely enlarged. At the size of this drawing, a 0.00025 in gap would be far too thin to see. Hatching marks the cut face of the block.
Three kinds of fit, decided by the two worst cases

Three kinds of fit, decided by the two worst cases

You do not have to check every pair of parts a drawing allows. Two pairs settle it: the tightest and the loosest.

Tightest legal pair
The smallest hole with the largest shaft. Its clearance is the least any good pair can have:
hole minimum − shaft maximum
Loosest legal pair
The largest hole with the smallest shaft. Its clearance is the most any good pair can have:
hole maximum − shaft minimum
The fit is named by where those two numbers land.
FitTightest pairLoosest pairWhat it means
Clearancegap, or exactly zerogapNo permitted pair has dimensional overlap. Equality has no gap.
TransitionoverlapgapSome good pairs slide together; some have to be pressed.
Interferenceoverlapoverlap, or exactly zeroNo permitted pair has a positive gap. Equality has no overlap.

The zero cases are deliberate. When the tightest pair comes out at exactly zero, every good pair either has a gap or just meets, so this page counts it as a clearance fit and the lab marks it zero at the limit. The same goes the other way for interference.

Hole and shaft tolerance ranges for the three kinds of fit Three panels. In each, a box shows the range of sizes allowed for the hole and a second box the range allowed for the shaft, drawn against the same dashed nominal line. For a clearance fit the whole hole box sits above the shaft box. For a transition fit the two boxes share part of their height. For an interference fit the whole shaft box sits above the hole box. HOLE SHAFT CLEARANCE hole always bigger HOLE SHAFT TRANSITION could be either HOLE SHAFT INTERFERENCE shaft always bigger
Higher means bigger. Each box is the range of sizes one part may have; the dashed line is the nominal size. The hatched band in the middle panel is the range of sizes both parts are allowed to have, which is what makes an overlap possible.
Fit lab: make two parts, then try them together; Interactive

Fit lab: make two parts, then try them together

Pick a drawing, then set the size each part actually came out at. Watch whether each part passes inspection, and whether the two go together.

  • The section view is the pair you made, cut in half. The gold and blue bands are where each wall is allowed to be.
  • The pair map is every pair the drawing allows. Anything above the diagonal has a shaft bigger than its hole.
The lab’s example drawings. All are made-up teaching limits on a Ø0.7500 in nominal, not values from any standard.
DrawingHole limitsShaft limitsTightest pairLoosest pairFit
Slides freely0.7500 to 0.75100.7480 to 0.7490+0.0010+0.0030Clearance
Could go either way0.7500 to 0.75100.7498 to 0.7506−0.0006+0.0012Transition
Pressed together0.7500 to 0.75100.7515 to 0.7525−0.0025−0.0005Interference
Two good parts can still make a bad pair; Watch out

Two good parts can still make a bad pair

Checking each diameter against its own limits does not by itself check the clearance of the selected pair.

Take the transition drawing from the lab: holes from 0.7500 to 0.7510 in, shafts from 0.7498 to 0.7506 in.

Hole made at 0.7502
Inside 0.7500 to 0.7510. Passes.
Shaft made at 0.7505
Inside 0.7498 to 0.7506. Passes.
Together
0.7502 − 0.7505 = −0.0003 in. The shaft is bigger than the hole. They overlap.

Neither part is wrong. The drawing allows that pair, and that is what transition fit allows. To exclude dimensional overlap for every permitted pair, the tightest pair must have zero clearance or more. To guarantee a positive dimensional gap, it must be greater than zero. Neither check by itself guarantees assembly: shape, surface finish, temperature and the assembly method also matter.

Call the fit from the drawing alone; Interactive

Call the fit from the drawing alone

Read the two callouts, work out the tightest and loosest pairs, and call it before you look.

Five drawings, each on a Ø0.7500 in nominal. Work out the limits, then the tightest and loosest pairs. The answer follows each one.

  1. Hole +0.0012 / 0.0000, shaft −0.0004 / −0.0011. Clearance: +0.0004 to +0.0023.
  2. Hole +0.0008 / 0.0000, shaft +0.0010 / +0.0003. Transition: −0.0010 to +0.0005.
  3. Hole +0.0006 / 0.0000, shaft +0.0018 / +0.0012. Interference: −0.0018 to −0.0006.
  4. Hole +0.0010 / 0.0000, shaft 0.0000 / −0.0007. Clearance, zero at the limit: 0.0000 to +0.0017.
  5. Hole +0.0015 / +0.0005, shaft +0.0007 / −0.0003. Transition: −0.0002 to +0.0018.
What this lab leaves out

What this lab leaves out

The lab compares two diameters and nothing else. A real assembly also depends on:

  • Shape. No hole is perfectly round or straight, and no shaft is either. A shaft can measure in tolerance everywhere a micrometer touches it and still be bent too far to go in.
  • Temperature. Parts grow when they warm up, so the same part can measure differently straight off the machine and an hour later.
  • Surface finish and measurement. A rough surface and an imperfect measurement both blur the last decimal place the drawing asks for.
  • Force. Whether an interference pair can be pressed together, how hard, and what that does to the parts are questions about the material, not about the two sizes.

The limits in the lab are made-up teaching values. Real drawings often take limits from published tables of standard fits; those tables are not reproduced here.

For measuring a real part, start with choosing a measuring tool, reading its scale, and checking the measurement method. See Shop Layout and Angle Measurement for transferring dimensions onto the work.

Machining/Measurement and Fit

Surface Texture and Finish

A machined surface has a lay, a waviness and a roughness; a stylus trace and a filter turn them into Ra, Rz and Rt, and a drawing symbol says what is required and how the surface may be made.

A surface has lay, waviness and roughness

A surface has lay, waviness and roughness

Every manufactured surface carries marks from the process that made it. Surface texture describes those marks: which way they run, how far apart they are, and how tall they stand.

Roughness
The finest, closely spaced marks, such as the feed marks a cutting tool leaves at each pass or the scratches of abrasive grit.
Waviness
A longer, gentler undulation that the roughness sits on, for example from vibration or deflection while the part was made.
Lay
The direction of the main surface pattern, set by how the tool or the part moved.
Form
The overall shape, such as a face that is slightly curved. Size and geometric tolerances control form; surface texture is what is left on top of it.
A patch of surface with parallel marks running front to backA 5.6 mm square patch of surface with parallel marks running front to back, 0.20 mm apart, on a gentle waviness. The stylus trace runs left to right, across the marks. The solid part of the trace is the evaluation length, five sections of 0.80 mm. Heights are drawn 50 times larger than widths.STYLUSFRONTRIGHT SIDE5.6 mmHeights ×50
Heights drawn 50 times larger than widths. A made-up 5.6 mm patch of surface with parallel marks 0.2 mm apart running front to back, on a gentle waviness. At true scale the marks would be far too small to see. The lines are the crests of the marks; the blue line is a stylus trace across them.
A stylus traces one line, and a filter splits it; Watch out

A stylus traces one line, and a filter splits it

A contact instrument drags a fine stylus along a straight line and records its height. That record is the measured profile. Everything else is worked out from it.

Trace direction
Usually across the lay, so the stylus crosses the marks. If the drawing specifies a measuring direction, that direction governs.
Mean line
A smooth line the filter draws through the measured profile, a weighted average of the heights around each point. This mean line is the waviness.
Cutoff λc
The wavelength where the filter splits the profile. Undulations much longer than λc stay in the mean line; marks much shorter than λc are left over for the roughness. A wave exactly λc long is shared half and half.
Roughness profile
The measured profile minus the mean line.
Evaluation length
The part of the trace the numbers come from. In this lab it is five sections, each λc long. The trace runs one more λc at each end so the filter has heights on both sides of every evaluated point.
The measured profile, its mean line, and the roughness profileTop: the measured profile along the trace, with the filter's mean line through it; that mean line is the waviness. Bottom: the roughness profile, which is the measured profile minus the mean line, over the five 0.80 mm sections of the evaluation length. Ra 1.55 µm is shown as dashed lines at plus and minus Ra. Section heights from peak to valley: 6.55, 6.56, 6.70, 6.57, 6.87 µm; their mean is Rz 6.65 µm. The largest peak-to-valley height over the whole evaluation length is Rt 7.10 µm. Heights are drawn far larger than lengths.MEASURED PROFILEmean line, which is the waviness-50510extra trace for the filterµmheights×92ROUGHNESS PROFILE = MEASURED − MEAN LINE-10-50510µmheights×8512345+Ra−RameanRtZ1 6.55Z2 6.56Z3 6.70Z4 6.57Z5 6.87012345mm along the trace
The same trace, before and after the filter, with λc 0.8 mm. Top: the measured profile and its gold mean line; the shaded ends are the extra trace. Bottom: the roughness profile over the five sections, with each section’s peak (▼) and valley (△), its height as a red bar, and ±Ra dashed. Heights are drawn far larger than lengths; each plot gives its factor at the right.

The filter decides what counts as roughness, not the size of the undulation. Change λc and the same undulation can move from the waviness into the roughness. That is why a measurement result needs its cutoff, and why a drawing or its standard says which one applies.

Ra, Rz and Rt read the roughness differently

Ra, Rz and Rt read the roughness differently

All three come from the same roughness profile. They answer different questions about it. This lab uses the older ISO 4287 convention with five sections for Rz; the drawing-symbol comparison separately shows older and current graphics.

Ra
The average distance of the roughness profile from its mean line over the evaluation length. Peaks and valleys count alike.
Rz
The average of the sections’ peak-to-valley heights. Each section counts once, whatever is in it.
Rt
The largest peak-to-valley height over the whole evaluation length: the single highest peak to the single deepest valley.

Ra = average of |roughness| over the evaluation length

Rz = (Z1 + Z2 + Z3 + Z4 + Z5) ÷ 5

For the trace above: Ra 1.55 µm; Rz = (6.55 + 6.56 + 6.70 + 6.57 + 6.87) ÷ 5 = 6.65 µm; Rt 7.10 µm.

The values are in micrometres (µm). They can also be given in microinches (µin): one inch is exactly 25.4 mm, so 1 µin is exactly 0.0254 µm, and Ra 1.6 µm is 63.0 µin.

Name the standard. Current documents use the ISO 21920 series. Many existing drawings and instruments use the older ISO 4287 parameters and ISO 1302 symbols. The names Ra, Rz and Rt carried over, but the standards are not identical, so this page says which one each symbol comes from and does not mix them. For a real part, check which standard the drawing invokes.

Surface texture lab: trace a surface and hold it to a drawing; Interactive

Surface texture lab: trace a surface and hold it to a drawing

Change the surface, the trace and the drawing, and watch the numbers. Start with experiment 1.

  • The block is a few millimetres of surface. Lines are the crests of the marks; the blue line is the stylus trace, solid over the evaluation length.
  • The plots are that trace: the measured profile with its mean line, then the roughness profile with its five sections.
  • The drawing holds one requirement against this one trace and writes it as a callout in the view you choose.
Parallel marks 0.2 mm apart, mark height 6 µm, λc 0.8 mm unless stated. Teaching surfaces, not predictions for any process.
ExperimentSettingRa, µmRz, µmRt, µm
Across or along the marksTrace left to right, across1.556.657.10
Trace front to back, along0.3281.591.70
Where waviness ends12 µm waviness, λc 0.8 mm1.576.757.43
Same surface, λc 2.5 mm2.1111.311.8
One deep scratchNo scratch1.556.657.10
Scratch three times the mark height1.8810.523.4

The same-Ra experiment is the figure in the next section.

Same Ra, different surfaces

Same Ra, different surfaces

These three roughness profiles all have Ra 1.6 µm. They are not the same surface. All three plots use the same height scale.

Roughness profile: rounded valleys, sharp crestsTop: the measured profile along the trace, with the filter's mean line through it; that mean line is the waviness. Bottom: the roughness profile, which is the measured profile minus the mean line, over the five 0.80 mm sections of the evaluation length. Ra 1.6 µm is shown as dashed lines at plus and minus Ra. Section heights from peak to valley: 6.76, 6.77, 6.90, 6.78, 7.08 µm; their mean is Rz 6.86 µm. The largest peak-to-valley height over the whole evaluation length is Rt 7.32 µm. Heights are drawn far larger than lengths.ROUGHNESS PROFILE = MEASURED − MEAN LINE-20-1001020µmheights×4312345+Ra−RameanRtZ1 6.76Z2 6.77Z3 6.90Z4 6.78Z5 7.08012345mm along the trace
Rounded valleys, sharp crests. Ra 1.6, Rz 6.86, Rt 7.32 µm.
Roughness profile: flat tops, narrow groovesTop: the measured profile along the trace, with the filter's mean line through it; that mean line is the waviness. Bottom: the roughness profile, which is the measured profile minus the mean line, over the five 0.80 mm sections of the evaluation length. Ra 1.6 µm is shown as dashed lines at plus and minus Ra. Section heights from peak to valley: 11.1, 10.4, 10.6, 10.9, 11.1 µm; their mean is Rz 10.8 µm. The largest peak-to-valley height over the whole evaluation length is Rt 11.2 µm. Heights are drawn far larger than lengths.ROUGHNESS PROFILE = MEASURED − MEAN LINE-20-1001020µmheights×4312345+Ra−RameanRtZ1 11.1Z2 10.4Z3 10.6Z4 10.9Z5 11.1012345mm along the trace
Flat tops, narrow grooves. Ra 1.6, Rz 10.8, Rt 11.2 µm. Most of the profile sits above the mean line.
Roughness profile: narrow peaks, flat valleysTop: the measured profile along the trace, with the filter's mean line through it; that mean line is the waviness. Bottom: the roughness profile, which is the measured profile minus the mean line, over the five 0.80 mm sections of the evaluation length. Ra 1.6 µm is shown as dashed lines at plus and minus Ra. Section heights from peak to valley: 10.4, 11.0, 11.1, 10.4, 11.0 µm; their mean is Rz 10.8 µm. The largest peak-to-valley height over the whole evaluation length is Rt 11.2 µm. Heights are drawn far larger than lengths.ROUGHNESS PROFILE = MEASURED − MEAN LINE-20-1001020µmheights×4312345+Ra−RameanRtZ1 10.4Z2 11.0Z3 11.1Z4 10.4Z5 11.0012345mm along the trace
Narrow peaks, flat valleys. Ra 1.6, Rz 10.8, Rt 11.2 µm. Most of the profile sits below the mean line.
  • Ra alone cannot tell these apart.
  • Rz separates the rounded marks from the other two, but not flat tops from narrow peaks.
  • Where the extremes sit, above or below the mean line, separates those two.

One number does not describe a surface. That is why a drawing names the parameter, not just a value.

Reading a surface texture symbol

Reading a surface texture symbol

The symbol’s point touches the line that represents the surface in a drawing view. Its shape says how the surface may be made; the text beside it says what texture is required.

The three process requirements, in the older and the current graphics. Schematic drawings: the standards dimension the symbols exactly.
SymbolOlder, ISO 1302Current, ISO 21920-1Meaning
BasicOlder symbol (ISO 1302): any process permitted, Ra 3.2 µmSchematic ISO 1302:2002 symbol. A check-mark shape whose short left leg and long right leg meet at the surface. A line runs right from the top of the long leg, with Ra 3.2 written below it.Ra 3.2Current symbol (ISO 21920-1): any process permitted, Ra 3.2 µmSchematic ISO 21920-1:2021 symbol. A check-mark shape whose short left leg and long right leg meet at the surface. A line runs right from the top of the long leg, with Ra 3.2 written below it. A separate short dash floats above the short leg, touching neither leg.Ra 3.2Any manufacturing process is permitted. This does not forbid machining; it simply does not require it.
BarOlder symbol (ISO 1302): material removal required, Ra 3.2 µmSchematic ISO 1302:2002 symbol. A check-mark shape whose short left leg and long right leg meet at the surface, with a bar across the top of the short leg closing the lower triangle. A line runs right from the top of the long leg, with Ra 3.2 written below it.Ra 3.2Current symbol (ISO 21920-1): material removal required, Ra 3.2 µmSchematic ISO 21920-1:2021 symbol. A check-mark shape whose short left leg and long right leg meet at the surface, with a bar across the top of the short leg closing the lower triangle. A line runs right from the top of the long leg, with Ra 3.2 written below it. A separate short dash floats above the short leg, touching neither leg.Ra 3.2Material removal is required: the surface must be produced by removing material, for example by machining.
CircleOlder symbol (ISO 1302): material removal prohibited, Ra 3.2 µmSchematic ISO 1302:2002 symbol. A check-mark shape whose short left leg and long right leg meet at the surface, with a circle in the V touching both legs. A line runs right from the top of the long leg, with Ra 3.2 written below it.Ra 3.2Current symbol (ISO 21920-1): material removal prohibited, Ra 3.2 µmSchematic ISO 21920-1:2021 symbol. A check-mark shape whose short left leg and long right leg meet at the surface, with a circle in the V touching both legs. A line runs right from the top of the long leg, with Ra 3.2 written below it. A separate short dash floats above the short leg, touching neither leg.Ra 3.2Material removal is prohibited: the surface must not be machined or otherwise have material removed to meet this requirement.
Current or older
An ISO 21920-1 symbol carries a short separate dash above the short leg, touching neither leg. The older ISO 1302 graphic has none, so the familiar older marks are not the current symbols unchanged.
The requirement
The parameter and its limit, such as Ra 3.2, sit below the long line, to the right of the long leg, in both.
The lay
In an ISO 21920-1 callout the process and the lay sit above the long line. In the older symbols the lay symbol sits beside the long leg, below the line.

A complete specification can state more than this page draws, such as the measuring direction. The process mark is a requirement about how the surface is made; a profile measurement checks the texture, not whether material was removed.

Lay symbols belong to the drawing view

Lay symbols belong to the drawing view

A lay symbol says which way the marks run. = and ⊥ are judged against the plane of projection of the view the symbol is drawn in, not against the page or the screen.

A patch of surface with parallel marks running front to backA 5.6 mm square patch of surface with parallel marks running front to back, 0.60 mm apart. Heights are drawn 100 times larger than widths. An arrow shows the direction the right side view looks.
= Parallel. Parallel to the plane of projection of the view in which the symbol is used.
A patch of surface with parallel marks running front to backA 5.6 mm square patch of surface with parallel marks running front to back, 0.60 mm apart. Heights are drawn 100 times larger than widths. An arrow shows the direction the front view looks.
⊥ Perpendicular. Perpendicular to the plane of projection of the view in which the symbol is used.
A patch of surface with two sets of marks crossing, each 30 degrees off front-to-backA 5.6 mm square patch of surface with two sets of marks crossing, each 30 degrees off front-to-back, 0.60 mm apart. Heights are drawn 100 times larger than widths.
X Crossed. Crossed in two oblique directions relative to the plane of projection of the view in which the symbol is used.
A patch of surface with marks running in many directionsA 5.6 mm square patch of surface with marks running in many directions, 0.60 mm apart. Heights are drawn 100 times larger than widths.
M Multidirectional. Multidirectional.
A patch of surface with circular marks around the centreA 5.6 mm square patch of surface with circular marks around the centre, 0.60 mm apart. Heights are drawn 100 times larger than widths.
C Circular. Approximately circular relative to the centre of the surface to which the symbol applies.
A patch of surface with marks radiating from the centreA 5.6 mm square patch of surface with marks radiating from the centre, 0.60 mm apart. Heights are drawn 100 times larger than widths.
R Radial. Approximately radial relative to the centre of the surface to which the symbol applies.
A patch of surface with scattered pits with no directionA 5.6 mm square patch of surface with scattered pits with no direction, 0.60 mm apart. Heights are drawn 100 times larger than widths.
P Particulate. Particulate, non-directional or protuberant.

The first two figures are the same surface. Its marks run front to back: parallel to the right side view’s plane of projection, so = there, and perpendicular to the front view’s, so ⊥ there. The arrow shows which way each view looks.

Lay and trace direction are different things. The lay says how the marks run. The trace direction says how they were measured; it is usually across the lay unless the drawing specifies one.

The lay symbols and meanings here are those of ISO 1302:2002.

Older notation: N grades and triangle marks; Interactive

Older notation: N grades and triangle marks

Older drawings may give a roughness grade number or a row of triangles instead of a parameter and value.

Roughness grade numbers

Each grade number stands for one Ra value. A grade is an Ra value: it does not convert to Rz.

Grade numbers and the Ra values they stand for. Microinches are exact conversions, rounded for display.
GradeRa, µmRa, µin
N10.0251.0
N20.052.0
N30.13.9
N40.27.9
N50.415.7
N60.831.5
N71.663.0
N83.2126
N96.3248
N1012.5492
N1125984
N12501969

Triangle marks

One catalog prints a comparison of downward triangle marks with Ra values, under the heading “Extract from JIS B 0601-2001”. It calls the comparison approximate, not rigorous. It gives no acceptance limits, no dates for the marks, and no Rz equivalents, so read it as a rough historical guide.

The catalog’s comparison, as printed.
MarksRa values listed, µm
4 downward triangles 4 triangles0.012, 0.025, 0.05, 0.1, 0.2
3 downward triangles 3 triangles0.4, 0.8, 1.6
2 downward triangles 2 triangles3.2, 6.3
1 downward triangle 1 triangle12.5, 25

One requirement, four ways

Slide the Ra limit and compare the current symbol, the older symbol, the grade number and the triangle marks for the same value.

Read the callout; Interactive

Read the callout

Ten short questions on the symbols, the lay, the older notations and what the numbers respond to.

  1. The older ISO 1302 symbol with a circle in its V, and Ra 3.2. May this surface be machined to reach Ra 3.2 µm? No: material removal is prohibited. The circle in the V prohibits material removal. Material removal is prohibited: the surface must not be machined or otherwise have material removed to meet this requirement.
  2. A current symbol with an open V, no connecting material-removal crossbar or circle, a separate identifying dash above the short leg, and Ra 6.3. Does this callout forbid machining the surface? No, any process is permitted. The V has no connecting material-removal crossbar or circle: it is the basic symbol. The separate floating dash identifies ISO 21920; it does not require machining. Any manufacturing process is permitted. This does not forbid machining; it simply does not require it.
  3. A symbol with a bar closing its V, a short separate dash above the short leg, and Ra 0.8. Which standard's graphic is this? ISO 21920-1 (current). The short separate dash above the short leg, touching neither leg, marks an ISO 21920-1 symbol. The older ISO 1302 graphic has no dash.
  4. A block of surface whose marks run front to back. An arrow shows the right side view looking at its right side. The marks run front to back. Which lay symbol belongs on this surface in the right side view? =. The right side view looks along the arrow. Marks running front to back are parallel to that view's plane of projection, so the symbol is =. The same surface takes ⊥ in the front view: the symbol depends on the view, not on the screen or page.
  5. A block of surface whose marks run front to back. An arrow shows the front view looking at its front. The marks run front to back. Which lay symbol belongs on this surface in the front view? ⊥. The front view looks along the arrow. Marks running front to back are perpendicular to that view's plane of projection, so the symbol is ⊥. The same surface takes = in the right side view: the symbol depends on the view, not on the screen or page.
  6. The grade number N8. An older drawing gives grade N8. What does that stand for? Ra 3.2 µm. N8 stands for Ra 3.2 µm (126 µin). Each step of the grade number doubles or halves the Ra value, near enough.
  7. Three downward triangles. In the catalog comparison, which Ra values sit beside three triangles? 0.4, 0.8, 1.6 µm. Three triangles sit beside Ra 0.4, 0.8, 1.6 µm. The catalog calls this comparison approximate, not rigorous. Read it as a rough historical guide, not as acceptance limits.
  8. A current symbol with Rz 6.3. Which N grade means the same as this Rz 6.3 µm requirement? None: grades are Ra values. Grade numbers each stand for an Ra value; N9 is Ra 6.3 µm, not Rz 6.3 µm. Ra and Rz measure different things, and how they compare depends on the shape of the profile, as the same-Ra experiment in the lab shows.
  9. One deep scratch crosses this otherwise even trace. Which number has the largest proportional change? Rt. In the lab, a scratch three times the mark height takes Rt from 7.10 to 23.4 µm, Rz from 6.65 to 10.5 µm and Ra from 1.55 to 1.88 µm. Rt spans the highest peak to the deepest valley over the whole length. Rz averages five section heights, diluting localized extremes; filtering can spread a scratch across section boundaries. Ra averages every point.
  10. A block of surface with parallel marks running front to back, and a stylus trace running left to right across them. The trace on this surface crosses the marks. Traced along the marks instead, Ra would be: Much smaller. In the lab, Ra is 1.55 µm across the marks and 0.328 µm along them: the stylus misses the marks when it runs beside them. Tracing across the lay is the usual choice, but a direction the drawing specifies governs.
What this lab leaves out

What this lab leaves out

The lab is a teaching model of one straight trace. A real measurement and a real acceptance decision involve more:

  • The instrument. A real stylus has a tip radius, and instruments apply a short-wavelength filter and remove the part’s form before filtering. The lab’s stylus is sharp and its part is flat.
  • The filter and parameters. This lab follows the older ISO 4287 teaching convention of five sections for Rz, with a Gaussian mean line having 50% transmission at λc. Dense samples resolve the narrow marks; numerical integration on a coarser grid computes the smooth mean line. This is not a compliant instrument or a complete ISO 21920 inspection setup, and a drawing or standard can call for other settings.
  • The decision. The lab compares one trace with one limit. The drawing and its standard say how many traces are taken, where, and how the results are judged.
  • The process. No trace shows whether material was removed. The process requirement is checked against how the part was made.
  • Scratches and pits. Whether an isolated flaw counts against a texture requirement is for the drawing and its standard to say.
  • Symbols. The drawings are schematic. The lay symbols are those of ISO 1302:2002; the lab writes the same symbols in the ISO 21920-1 lay position. Check the current standard before relying on one there. Inch-drawing (ASME) practice is not covered here.

Sources

Related pages: Tolerances and Fits, Lathe Operations, Milling Operations and Feeds and Speeds.

Supporting detail

Addendum

Additional evidence, standards context, and background referenced from the main text.

  1. Machining/Milling/Milling Operations

    Addendum 1. How the inspection decides, and what its numbers are

    The part is kept as a list of every cut: the space each tool swept through. The top of the metal at any point is the raw top lowered by every cut that reaches that point. The inspection measures walls, floors, holes and chamfers at sampled locations on that surface, with numbers rounded to a hundredth of a millimetre. A display grid plus probes derived from each cut and drawing boundary look for excess metal and gouges. Passing means the modeled checks pass; it does not certify every point of a real surface. Removed volume is an estimate from the 0.25 mm grid; very small cuts can change the analytic surface without a resolved grid volume. Walls and holes pass within ±0.10 mm, the bore within ±0.05 mm, and floors and faces within ±0.05 mm.

    Tapped holes are accepted when their drilled diameter falls inside the minor-diameter limits for a 6H internal thread: 4.917 to 5.153 mm for M6×1, and 6.647 to 6.912 mm for M8×1.25. These are finished minor-diameter limits, used here as a teaching proxy for pilot quality; they are not universal tap-drill recommendations or a complete 6H inspection.

    Sources: Gühring’s metric table, page 46, distinguishes nominal tap-drill sizes from finished minor limits. Haas’s M6×1 example specifies a 5 mm tap drill and a 2P–3P chamfer, illustrating why the model’s 4P is not universal. Vermont Gage explains the separate thread and cylindrical gauge checks.

    Back to reference 1

  2. Machining/Milling/G-code and Toolpaths

    Addendum 2. How the simulator reads and runs a program

    Each line is read in the order a control carries out the parts of a line: feed rate, spindle speed and tool first, then the tool change, the spindle, coolant, the modes, the move, and last the program end. So S2500 M3 G1 X20 F100 starts the spindle before it moves. Two codes from one group on a line, such as G0 G1, are an error.

    The interpreter first reads the whole program, and a second machine runs it at once to find its path, its time and the first place it would stop; that is the path drawn before you press Play. Pressing Play runs the program again on the block, move by move. The metal, the vise and the tools are those of the simulator in Milling Operations: every cut is kept as the space the tool swept, and a move that would break a tool rule or hit the vise stops where it would happen.

    An arc’s end point has to be on its circle to within 0.005 mm or 0.1 % of the radius, whichever is larger. A rapid, or a feed with the spindle stopped, stops a hair short of the first metal it would touch. The volume removed is an estimate from a 0.25 mm grid.

    Back to reference 2

  3. Addendum 3. When a rough or hard exterior can change the choice

    Conventional milling can be useful in a qualified first pass on a rough surface because its gradual entry can reduce the impact on a brittle cutting edge. Tooling guidance also documents specialized exceptions such as machining through titanium alpha case before returning to climb milling. That is not a rule to choose conventional whenever stock has rust or scale: the layer’s hardness and abrasiveness, the work material, tool grade and geometry, engagement, fixturing and the approved process all matter. Use the tooling manufacturer’s data and the method approved for the machine.

    Seco Tools’ mechanical-load guidance discusses rough-surfaced material and gradual entry; Kennametal’s titanium guidance gives the material-specific alpha-case exception.

    Back to reference 3

  4. Addendum 4. Why some machines climb mill without trouble

    A feed drive can be designed to reduce backlash, for example with a preloaded ball nut. The important question is whether the machine controls that movement, not simply whether it is called CNC. The chip is the same shape either way; what changes is whether the machine can hold the table against the pull of the cut.

    Sources: Sandvik Coromant: down milling versus up milling explains chip formation, rubbing and the backlash condition. Harvey Performance: climb versus conventional milling describes the lifting and downward force tendencies in peripheral horizontal milling. The arrows illustrate directions; they do not calculate force magnitudes.

    Back to reference 4

  5. Engineering Fundamentals/Power Transmission/Backlash and Lost Motion

    Addendum 5. Where the definition comes from

    Modern Machine Shop's column Eliminate Backlash From Machining Centers (Mike Lynch, 2000) defines backlash as “any non-movement that occurs during axis reversals.” This page uses the CourseWiki definition on Screw Threads: clearance that must be taken up after reversing before the load moves. In a real drive, elastic deflection can add lost motion as well; the lab below leaves it out.

    Back to reference 5

  6. Engineering Fundamentals/Power Transmission/Backlash and Lost Motion

    Addendum 6. A readout that measures the slide, and when the clearance still matters

    The MIT 2.670 milling machine notes (section “Using the Micrometer Dials”) also point out that a digital readout measures the bed position directly, so its reading is not thrown off by backlash. The clearance is still in the drive. A force that pushes the carriage along the screw can move it across the clearance without the handwheel turning; Climb and Conventional Milling explains when a cutting force does that.

    Back to reference 6

  7. Engineering Fundamentals/Power Transmission/Backlash and Lost Motion

    Addendum 7. What the model means, and why it is not a prediction for every CNC

    The coordinates describe the cutter relative to the workpiece, viewed from above: +X right, +Y up. A moving table travels in the opposite sense. The drive infers position from motor/screw motion, with no compensation or linear-position correction. The first approach seats both axes and calibrates the coordinates at the start, before the plunge. That reference is kept through the cut.

    With positive initial seating, each actual coordinate c is updated as c = min(max(c, q), q + B), where q is the motor-inferred coordinate and B the total clearance. Negative seating uses the band [q − B, q]. These are shifted forms of the same play operator as the screw lab above. Each axis holds until a band edge reaches it. If the axes take up clearance at different moments within a command segment, the actual path has an extra bend; the cutter sweep includes it.

    Every cut segment removes a disc swept along that actual segment, a capsule with the cutter's 2 mm radius. The area shading compares the actual and zero-backlash histories at the same command step. Span measurements intersect those capsules with the two centre sections. They are not a best-fit diameter, an overall size tolerance or a guarantee of the rest of the contour.

    All other effects are idealized away: no runout, deflection, wear, servo lag, cutting-force pull, thermal error or compensation. Friction is assumed to hold a slide inside its clearance. The shapes, clearance settings and viewing speed are illustrative. Restart begins a fresh workpiece; changing a setting recomputes the experiment.

    HEIDENHAIN describes direct linear-axis measurement as working “without intervening mechanical elements”. Such feedback changes what the controller can observe; this lab deliberately does not model that correction. Haas's ballbar interpretation guide distinguishes lost motion at reversal from controller-related reversal spikes. Only rigid lost motion is included here.

    Back to reference 7

  8. Machining/Milling/Feeds and Speeds

    Addendum 8. Feed per tooth is not always the thickness of the chip

    Feed per tooth is how far the work moves between teeth. The chip a tooth actually cuts is only that thick when the cutter is at least half buried across its diameter. In a narrower cut, each tooth meets the work at a slant and the chip comes out thinner. Climb and Conventional Milling shows this: at a width of cut of 10% of the diameter, the thickest part of the chip is 60% of the feed per tooth.

    Some cutting data raises the feed per tooth for narrow cuts to make up for this. Read what your data assumes before using its numbers, and ask if it does not say. Thinner chips also take more energy per cubic inch, which is one reason a power estimate is a band.

    The spindle-speed, table-feed and feed-per-tooth relations follow Sandvik Coromant’s milling formulas and definitions. The calculator’s cutting-speed and feed-per-tooth ranges are from GARR TOOL’s general purpose milling guide, and its cutting-energy bands are converted from Kennametal’s milling power factors.

    Sandvik’s specific cutting-force explanation shows why chip thickness and cutting-edge geometry affect the energy estimate. Haas’s spindle power curves illustrate why available power depends on RPM; read the machine’s own curve and duty rating rather than treating its headline horsepower as available everywhere.

    Back to reference 8

  9. Addendum 9. The calculation and its units

    The solid round section has area moment of inertia I = πd⁴/64. With x measured from the clamp, displacement magnitude is y(x) = Fx²(3L − x)/(6EI). At the tip, x = L, so δ = FL³/(3EI). Both displacement and slope are zero at x = 0.

    Use N for force, mm for length and diameter, and N/mm² for E. The controls show E in GPa: multiply by 1,000 to get N/mm². The answer is in mm; multiply by 1,000 for µm.

    For F = 100 N, L = 40 mm, d = 10 mm and E = 600 GPa, I = 490.874 mm⁴ and δ = 0.007243 mm = 7.243 µm. Halfway along that tool, y(L/2) is 5/16 of the tip value, or 2.264 µm. These are calculated examples, not measured cutter data.

    Back to reference 9

  10. Machining/Turning/Lathe Operations

    Addendum 11. Reference examples for these mechanisms

    Sherline’s lathe instructions show three-jaw and four-jaw chucks, a faceplate and the ordinary between-centers arrangement. Sherline’s collet description shows one representative split-collet and taper arrangement. Its drive-dog instructions distinguish the dog and drive plate from direct faceplate clamping.

    The steady-rest instructions show a rest fixed to the bed, while the follower-rest instructions show the rest attached to the saddle so it travels with the cutter. The drawings here explain those generic roles; they are not setup instructions or copies of manufacturer artwork.

    Back to reference 11

  11. Machining/Turning/Lathe Operations

    Addendum 12. Rake and chipbreakers depend on the whole cutting setup

    Rake describes the slope of the surface the chip flows over. Clearance keeps the tool below the edge from rubbing. Material matters, but hardness alone does not dictate positive, neutral or negative rake: tool material, edge strength, holder geometry and rigidity also matter. Use the tool maker's cutting geometry and range for the application.

    A chipbreaker guides a chip into a tighter curl so it can break. It may be molded into an insert or ground into a tool. It works within a range of feeds and depths; a very thin chip can curl without breaking. A chipbreaker is not a guarantee of short chips at every setting.

    Back to reference 12

  12. Machining/Turning/Lathe Operations

    Addendum 13. How a manual lathe keeps every pass on one helix

    The carriage is coupled to the leadscrew by closing the half-nut. On a lathe with an inch leadscrew cutting an inch thread, the thread dial shows when to close it so that each pass drops into the same groove. Many machinists also feed the tool in with the compound travel set near 30° from the radial cross-feed direction, so that most of the cut is taken by one flank of the tool.

    The simulator simplifies all of this. It keeps every pass on one helix for you, feeds the tool straight in, and checks a simplified 60° thread by its crest and root diameters. A real thread is checked against a thread table with thread gauges or measuring wires.

    Back to reference 13

  13. Engineering Fundamentals/Motion and Rotation/Gear Ratios

    Addendum 14. Why tooth counts work, and what the dashed circles mean

    The gears here share one tooth size, called module, and a 20° pressure angle. Their pitch diameters are proportional to tooth count. The dashed pitch circles roll together at equal tangential speed, so nA × NA = −nB × NB when clockwise is positive on both shafts. Here n is signed rotational speed and N is tooth count.

    Tooth flanks are involute curves. Actual tooth surfaces can slide during contact even though the pitch circles roll. The drawing samples those curves, simplifies the tooth roots and adds a small visual clearance. It is a motion model, not a manufacturing drawing.

    Back to reference 14

  14. Engineering Fundamentals/Motion and Rotation/Gear Ratios

    Addendum 15. Primary references and model boundaries

    The lab assumes rigid external spur gears, fixed shaft centers, matched tooth size and steady transmitted load. It starts lossless; its efficiency control applies the same specified loss to every actual mesh, including both meshes around an idler. Acceleration, elasticity, backlash dynamics, detailed friction, noise and tooth strength are omitted. Changing tooth counts moves the centers to maintain the correct mesh; it does not represent swapping a gear into a fixed gearbox housing.

    Back to reference 15

  15. Engineering Fundamentals/Motion and Rotation/Gear Ratios

    Addendum 16. Why adding losses is only an approximation

    For a 1000 W input and three 96% stages, the losses are 40 W, 38.4 W and 36.864 W. Each 4% applies to a smaller incoming power. Adding 4% + 4% + 4% incorrectly takes every loss from the original 1000 W.

    Back to reference 16

  16. Engineering Fundamentals/Motion and Rotation/Gear Ratios

    Addendum 17. Follow both stages of one loaded train

    A 24-tooth driver at 1440 rpm and 4 lbf·ft drives 48 teeth. That shaft also carries a 15-tooth driver for a 45-tooth output. Both stages are 96% efficient, with no other losses. After stage 1: 720 rpm and 4 × 2 × 0.96 = 7.68 lbf·ft. The shared shaft carries that same 720 rpm into stage 2. Final output: 1440/(2 × 3) = 240 rpm and 7.68 × 3 × 0.96 = 22.1184 lbf·ft, versus 24 lbf·ft ideally. Overall efficiency is 0.9216.

    Back to reference 17

  17. Engineering Fundamentals/Motion and Rotation/Gear Ratios

    Addendum 18. Worked design: a winch with a speed ceiling and torque floor

    A motor supplies 1680 rpm and 24 lbf·ft. The output must be at most 40 rpm and at least 950 lbf·ft. Available gears have 10–60 teeth, with unlimited copies; each reduction stage is at most 6:1 and 97% efficient. There are no idlers or other losses.

    1. Speed requires i ≥ 1680/40 = 42. Two stages give at most 6² = 36, so try three.
    2. Three stages give ηtotal = 0.97³ = 0.912673. Torque requires i ≥ 950/(24 × 0.912673) ≈ 43.3708. Torque controls.
    3. Choose 12 → 48, 15 → 45, and 16 → 60 teeth: i = 4 × 3 × 3.75 = 45. Every tooth count and stage ratio meets its limit.
    4. ωout = 1680/45 ≈ 37.33 rpm ≤ 40 rpm. τout = 24 × 45 × 0.912673 = 985.68684 lbf·ft ≥ 950 lbf·ft. Both pass. Three external meshes make the output opposite to the input.

    This is one feasible train, not a claim of an optimum or a complete winch specification. For load force at a drum, continue to Torque; for travel speed, use Rotation and Linear Speed.

    Back to reference 18