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Thursday, 27 October 2011

Milling Machine Tapers

               This is an attempt to clarify some of the murkiness surrounding Milling Machine Tooling Tapers. Given the number of terms used to describe Milling Machine Tapers, it may be surprising that there are really just a few tapers in widespread use. To make it easy for you, many manual milling machines use "R-8" tooling, but CNC or larger machines usually will have some other toolholder taper. One of the things to recognize is that a toolholder consists of 2 sections separated by the gage line. The taper fits into the spindle allowing the machine spindle to transfer rotary motion to the tool which is held in the toolholder portion. The toolholder section ... holds the tool.
So a toolholder has a 2 part specification, taper and tool. For instance, an NMTB #30 collet chuck and an NMTB 1/2" endmill holder would fit the same machine, but might not hold the same tool. Conversely, the same NMTB 1/2" endmill holder and a Universal Kwik-Switch 200 1/2" endmill holder will hold the same tool, but WILL NOT fit into the same machine. If you look at the drawings below, you'll see only the taper portion of the toolholder, not the toolholder portion, since we are dealing Milling Machine Tapers, not toolholders. But since you were nice enough to read this far, here is a link to a toolholder family.
So why are you here reading this page?
1. You have a machine and don't know what kind of taper it uses.
2. You have a toolholder and don't know what kind of taper it is.
3. You don't know anything about toolholders and tapers.
4. You were surfing the NET and stumbled across this page.

Identify the Taper:


Tapers, like most things in life, can be separated into 2 groups. Those with ears and those without them. If they have ears, they fall into the Kwik-Switch or Rapid-Switch family. If they have a collar or flange instead of ears, they are either single collar or dual collar tapers. The single collar tapers go by lots of names, most notably NMTB or Erickson Quick Change. There are two common dual flange types: V-flange and BT-flange. V-flanges are often referred to as Caterpillar V-flanges. Somebody said: "Caterpillar V-flanges use inch threads for the retention knob and are used to hold inch-dimensioned cutting tools. BT-flanges have metric threads for the retention knob, but their adaptors can be designed to accommodate a wide range of inch-dimensioned cutting tools. BT-flange holders are widely used in Japanese and European made machining centers."
There are some size definitions from the ANSI standard and the relationship of machine size to NMTB taper used. They say "Larger machines use toolholders that have larger shank taper numbers." (Kinda' makes sense in an engineering sort of way.)
Taper Shank No.
Type of Machine
#60
Very large machines
#50
Medium size machines (20 to 50 HPs)
#40
Small size machines
#30
Very small machines
All of the major tapers, except the Universal Kwik-Switch family, use the 3 1/2" in 12" model of the NMTB. Of course, the Europeans claim that this is really 7 in 24, but why argue. While the taper per se may not help much, the mass might. A 3/8" endmill #50 NMTB toolholder is about 9 pounds of serious metal compared to 3/4 of a pound for 1/4" endmill #30 NMTB toolholder. One might almost say "it is dainty" by comparison.

Identify the Machine:

The above assumes that you are holding a chunk of metal in your hand. What do you do if you have a machine with no tooling and would like to get some? (After all, there is no sense in letting a multi-thousand dollar piece of machinery sit idle just because you aren't sure what you've got.) Ask an expert? "What a great idea!" However you need to keep in mind that machine tools are not commodity items produced on high-volume assembly lines. A machinery dealer notes in the year 2000, that
"With more than 350,000 machines sold since 1939, Bridgeport continues to set the standards of machining industry."
Hardly what one would call high volume production compared to automobiles or washing machines. Milling machines seem to much more like Semi-Truck Tractors. You can go to the factory and get it made "any way your heart desires". Unless your expert is live and in-person, take what you hear with a grain of salt. The odds are that he may never have seen a  fill in the blank  just exactly like yours.
Beg, borrow or steal any documentation you can find. While this will get you on the path to enlightenment, it probably won't answer all your questions. Go out and look in the maw of the machine. The spindle will exactly opposite of the toolholder. What is void in the spindle is solid in the toolholder, and vice versa. Take some measurements, make some simple drawings, get more advice. When you do buy toolholders that don't fit your machine, mention them on Rec.Crafts.Metalworking, someone will take them off your hands. Above all, treat this as an adventure in the pursuit of knowledge, because goodness knows,
"This is a not-for-profit operation."

Single Flange Tapers


NMTB - National Machine Tool Builders' Association, 1927. (Also known as DIN 2080 / IS 2340 SHANK)

This is the granddaddy of tapers, as evidenced by the numerous names it has. You'll see it called Quick Change, NMTB, MM, National Standard, American Standard Machine Taper, ISOXX, & QCXX...
The American Standard Steep Machine Taper (ASA B5.10-1963) defines 12 tapers: #5, #10, #15, #20, #25, #30, #35,#40, #45, #50, #55, #60. Those numbers in bold are the "Preferred Series" while the others are in the "Intermediate Series".
ANSI mentions six taper shank sizes including #30, #35, #40, #45, #50, and #60. For all the sizes the taper is 3 1/2" per foot.
ShankSlotABC
3016.1 [.634]31.75 [1.250]68.4 [2.75]1/2-13
4016.1 [.634]44.45 [1.750]93.4 [3.75]5/8-11
5025.7 [1.012]69.85 [2.750]126.8 [5.12]1-8

DUAL FLANGE TAPERS

The following dual flange tapers are alleged to be both different and the same. You'll see the CAT flange referred to as DIN69871 as well as ISO 7388-1, and the BT flange referred to as ISO 7388-1. Does that make the DIN69871 the same as ISO 7388-1? Your guess is as good as mine. They do all have the same taper and they are all about the same size for the same taper number.


CAT or V-flange

These tapers come in the following sizes:

30, 35, 40, 45, 50

AKA:

ANSI B5.50
Caterpillar "V-Flange" standard
ISO 7388-1
IS 11173 (TC)
DIN69871

SHANK SIZE [in.]A  GAGE LINE 
V301.2501.8121.8751/2-13
V401.7502.5002.6875/8-11
V452.2503.2503.2503/4-10
V502.7503.8754.0001-8

BT Flange

AKA:

JMTBA MAS-403 "BT"
JIS B 6339 - 1986
JIS B6339 - 1992
ISO 7388/1 - 1983
MODEL
D1
D2
t1
t2
L1
L2
L3
L
d1
d2
G
BT30
46
38
20
2
48.4
34
24
70.4
31.75
12.5
M12
BT40
63
53
25
2
65.4
70
30
92.4
44.45
17
M16
BT50
100
85
35
3
101.8
90
45
139.8
69.85
25
M24

DIN 69871-A TAPER

AKA: BT?

CAT?

V-Flange?


MODEL
D1 
D2
t1
t2
L1
L2
L3
d1
d2
M max. 
G
30
50
44.30
15.9
3.2
47.8
33.5
24
31.75
13
45
M12
40
63.55
56.25
68.4
42.5
32
44.45
17
50
M16
50
97.5
91.25
101.75
61.5
47
69.85
25
80
M24

Universal Kwik-Switch


Universal Kwik-Switch

The Kwik-Switch is supplied as alternative tooling in Bridgeport and other machines. The equivalent to the NMTB #30 is the 200 series which has more mass and a more positive lock.
This taper style is also made by Collis who call it Rapid-Switch.

Kwik-Switch Size

A

B

C

E

F

H

J

K

L

M

100

.875

1.44

0.16

0.312

0.250

1.12

1.56

0.375

1.06

0.68

200

1.312

2.50

0.22

0.375

0.312

1.75

2.12

0.500

1.68

0.97

300

1.625

2.94

0.28

0.438

0.375

2.00

2.50

0.500

1.94

1.22

400

2.250

3.62

0.34

0.500

0.438

2.81

3.25

0.625

2.75

1.75

Other Toolholding Information


Hollow Shaft Taper (HSK) Tooling

Position before clamping

Spindle HSK - Tool

(after) Face and taper contact position

Spindle HSK - Tool
This is just thrown in as an added attraction. It is another way to hold a tool tightly onto/into the spindle.

Morse Taper

Also seen as MTx, ie MT3 for a #3 Morse Taper. The taper range is from #0 to #7, and while all have different tapers, they are approximately 5/8" per foot. With or without tang, this is a very common lathe and drill bit taper. With a tang it is the same as DIN 228 Form B.

Brown & Sharpe

Range from 1 to 18, taper is approximately 1/2" per foot. B&S 9 and 11 seem to be the most common. But I have no other information on this taper.

R-8 Also refered to as M1TR taper

This is not truly a taper as defined by Machinery's Handbook, since it is held in place by a drawbar. Picture a long 7/16"NF bolt leading down through the spindle, threading onto the R-8 toolholder.

Jarno

Still gathering information.
Inserted by
Rahul KP

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