(Or "Why do I always take 4 goes at a fit with G76")

I recently had the occasion to think harder than normal about threads,
and especially about their sizing and fits.
Threads were one of the very first things to be standardised and made
interchangeable, largely through the work of Josiah Whitworth. And it
turns out that they are one of the more complicated things to
standardise.
The reason I was thinking about this was that I was trying to make a
lathe faceplate for someone a few hundred miles away. I know that his
spindle nose is 2 1/4" BSF. (ie, one of Whitworth's threads) but have
nothing to use for a trial fit.

Whitworth threads have rounded thread crests and roots. ISO metric has
flat crests and rounded roots, AN threads had flat roots, but that
interfered with British rounded crests, so the Unified standard
emerged which has flat crests and rounded roots.

For a nut and screw to fit together there needs to be clearance
between the thread flanks and also clearance between the roots and
crests of both halves. This means that the roots of the internal
thread need to be at a larger diameter than the crests of the screw,
which also means a smaller radius or smaller flat. Similarly the minor
diameter of the screw needs to be smaller that the through-hole of the
nut.

The flank clearance is assured by specifying different "pitch
diameters" (or "effective diameters") for the internal and external
threads. The pitch diameter is defined as the line through the thread
where there is exactly as much air as metal. (ie, where the width of
the thread is half the pitch.)

Here is the data for the screw I was making, as an example:
Size 2 1/4" BSF Internal Thread
TPI: 6
Major Dia Min: 2.250
Effective Dia Min: 2.1570
Effective Dia Tol: 0.0137
Effective Dia Min: 2.1433
Minor Dia Max: 2.0769
Minor Dia Tol: 0.0403
Minor Dia Min: 2.0366

It is interesting that there is no limit to how large the major
diameter of the internal thread can be. Presumably this means that it
can be perfectly sharp.

The "Effective Diameter" is the important measurement when inspecting
threads, but isn't trivial because it is a measurement of an invisible
feature.

There are special thread measuring micrometers with a V anvil and
point for measuring pitch diameter. And some maths is needed to
interpret the reading. However each micrometer can only measure 3 or 4
specific pitches.
A more accessible way to measure threads is with the "three wire
method" where three short rods of known diameter are placed in the
threads. Two on the top in adjacent threads and one at the bottom. The
measurement over the wires is then taken with a conventional
micrometer.

Using this method the pitch diameter can be determined using some
mathematics, here is an online calculator that I found:
https://www.cgtk.co.uk/metalwork/calculators/screwmeasurement

But, 1) I needed to make an internal thread and 2) I needed to make it
before cutting it. 3) It isn't entirely clear what assumptions such
calculators are making.

So, here is another way.

Firstly, it is possible, but even more fiddly, to measure an internal
thread using ball bearings and an adjustable parallel. I was measuring
quite a large thread so could use 3mm balls and a fairly big parallel.

I drew the required thread in a CAD package, and used tangent circles
to represent the balls. The pitch diameter in the drawing was set to
the mid-point of the numbers from the standard.

I set the thread angle in the drawing to 55 degrees. I probably
shouldn't have; the perpendicular angle that defines the thread is a
little larger than the angle along the thread.

alpha = arctan(P / pi.D). the effective angle is roughly 55 - 1.4 degrees.

And this turns out to make quite a difference:
For 55 degrees and a min pitch diameter of 2.1433in the parallel would
read 49.01mm
For 53.6 degrees the parallel should read 48.976

But, the main point of this drawing was _not_ to work out how to
measure the thread but how to make it.

The crest radius on the male thread is 0.53mm on this size thread. The
nut root needs to me smaller. I was using a Seco insert, and so had
access to the data table, saying that it was a 0.5mm tip radius.

I then drew the root of the internal thread at this radius, and
measured the diameter that such an insert would bore at the nominal
pitch diameter.

Then at the machine, I used the threading insert to bore its own plain
hole, and touched it off. I could then use G76 to thread out to the
major diameter of the thread from the CAD drawing, being fairly
confident that this would put the pitch diameter where needed.

In the end it looks like I ended up on the large size, but inside the
tolerance (helix angle?)  which is probably where you want to be when
fitting to a thread that you can't test to.

-- 
atp
"A motorcycle is a bicycle with a pandemonium attachment and is
designed for the especial use of mechanical geniuses, daredevils and
lunatics."
— George Fitch, Atlanta Constitution Newspaper, 1912


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