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How to Choose the Thread Turning Insert and Shim

Views: 178     Author: Site Editor     Publish Time: 2025-05-24      Origin: Site

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How to Choose the Thread Turning Insert and Shim

Introduction

In the world of CNC machining and precision manufacturing, few tools carry as much significance as the thread turning insert. This small yet powerful component determines the accuracy, consistency, and efficiency of threading operations on lathes and turning centers. Whether you’re threading external or internal surfaces, choosing the right thread turning insert—and its often-overlooked companion, the shim—can have a profound impact on your productivity and the quality of your threads.

While many machinists focus on the tool holder or the machine’s capabilities, the insert and shim are where metal meets metal. But how do you select the right insert for your job? What about shim compatibility? This article explores these critical decisions and offers practical advice and expert insights for selecting the ideal threading tools.


Understanding Thread Turning Inserts: Core Considerations

Geometry, Material, and Thread Profile

When selecting a thread turning insert, three core variables dominate the decision-making process: insert geometry, material composition, and thread profile.

  • Insert Geometry: The geometry of an insert refers to its shape, size, and cutting edge design. Common shapes include triangular, V-shaped, or round inserts, each tailored for specific applications. The correct geometry affects chip formation, heat dissipation, and surface finish.

  • Material Composition: Most thread turning inserts are made from carbide, cermet, or ceramic, depending on the application and material being machined. Carbide inserts, for example, are ideal for general-purpose threading across a wide range of metals.

  • Thread Profile: The type of thread you are producing—such as ISO metric, UN, ACME, or NPT—directly influences your insert choice. The thread profile determines the flank angle and pitch requirements of the insert, which must match the thread standard you’re working with.

It's important to remember that mismatched profiles or incompatible insert materials can cause rapid wear, poor thread quality, and tool breakage. Therefore, thread standards and part material must always guide insert selection.

Thread Turning Inserts

The Role of the Shim: Often Overlooked but Crucial

What Is a Shim and Why It Matters

A shim in thread turning operations is a thin plate placed between the insert and the tool holder. Its role is to provide mechanical support, improve insert seating accuracy, and absorb cutting vibrations. In essence, the shim acts as a buffer and protector for both the insert and the holder.

Why is shim selection so crucial?

  • Insert Positioning: A properly matched shim ensures the insert sits at the correct angle and depth, which is critical for achieving the desired thread form.

  • Tool Life: Shims help reduce the transmission of vibrations and thermal stress to the insert, thus extending tool life.

  • Replacement Economy: Instead of damaging the more expensive holder, the shim takes the brunt of wear and can be easily and affordably replaced.

Different inserts may require different shim types. Flat shims are used for general purposes, while angled or profiled shims accommodate specialized insert geometries.

Shim Material and Compatibility

Shims are typically made of hardened steel, carbide, or coated alloys, designed to withstand the pressures of high-speed threading. It’s essential that the shim material aligns with both the insert and the holder, especially in high-precision or automated threading operations.

Incompatible shim-insert combinations can lead to incorrect alignment, poor threading accuracy, and ultimately machine downtime.


Step-by-Step: How to Choose the Right Thread Turning Insert

Selecting a thread turning insert may seem simple on the surface, but there are several variables that must align for optimal performance. Let’s break it down:

1. Identify the Thread Type and Pitch

Determine whether you're cutting internal or external threads and identify the thread standard (e.g., ISO, UN, BSP) and pitch. This information determines the required thread profile and the matching insert.

2. Match Insert Profile and Size

Choose an insert with a full-profile or partial-profile design, depending on whether you're producing the complete thread form or just the flank geometry. Full-profile inserts are more efficient for high-volume production, while partial-profile inserts offer flexibility across multiple pitches.

3. Assess Insert Grade and Coating

The grade refers to the composition of the insert, which affects its toughness and wear resistance. Coatings like TiN, TiAlN, or Al2O3 help improve heat resistance and tool life. Match the coating to your material: for example, TiAlN is great for high-speed steel machining.

4. Determine Insert Geometry

Consider the workpiece material and threading conditions to choose the optimal insert shape, nose radius, and clearance angle. A sharper geometry may offer better surface finish but might wear out faster in hard materials.

5. Select the Compatible Shim

Always refer to your tool holder’s specifications to find the compatible shim. Ensure the shim matches the seat geometry of the insert. Flat inserts need flat shims; profiled inserts require matching contours.

6. Test and Fine-Tune

Once installed, run a test thread, inspect the results, and adjust as needed. Look for thread deformation, burrs, or inconsistent depth—all signs that either the insert or shim needs to be reevaluated.

Thread Turning Inserts

FAQ: Common Questions About Thread Turning Inserts and Shims

What’s the difference between full-profile and partial-profile inserts?

A full-profile insert cuts the complete thread form, including crest and root, specific to a certain pitch. A partial-profile insert only cuts the flanks, offering pitch flexibility but requiring a separate tool to finish the thread crest.

Can I reuse shims?

Yes, shims can typically be reused if they show no visible wear or deformation. However, once a shim is scratched, cracked, or worn, it should be replaced to avoid insert misalignment.

How often should I replace my insert?

Insert replacement frequency depends on material, cutting speed, coolant usage, and threading length. Generally, replace an insert when you notice deteriorating thread finish or when edge wear exceeds manufacturer recommendations.

Do I need different inserts for internal vs. external threads?

Yes, internal threading often requires smaller inserts with different approach angles compared to external threading. Always ensure your tool holder and insert are compatible with the threading direction.


Thread Turning Insert and Shim Selection Table

Below is a practical table to guide your selection process based on material and application:

Workpiece Material Recommended Insert Grade Insert Coating Shim Type Notes
Carbon Steel P15–P25 TiN or TiAlN Hardened Steel Flat Ideal for general threading operations
Stainless Steel M20–M30 TiAlN or Al2O3 Steel with anti-vibe Use coated inserts to reduce built-up edge
Aluminum K10–K20 Uncoated or TiB2 Lightweight Alloy Flat Sharp geometry needed to reduce burrs
Cast Iron K15–K25 TiCN Hardened Flat Shim Ensure thermal stability
Titanium S10–S20 AlTiN or CVD Profiled Shim Use low cutting speeds


Conclusion

Choosing the right thread turning insert and shim is not just about matching part numbers; it’s a process that involves understanding material behavior, toolholder limitations, thread standards, and machining dynamics. The right combination not only improves your thread quality but also minimizes downtime, tool wear, and rejects.

By following the structured approach laid out above and paying attention to even the smallest components—like the shim—you can achieve precision threading with confidence and consistency.


Ningbo Sanhan Alloy Materials Co., Ltd. was founded in 2004, It currently has the first automated production line for CNC turning tools in China, which can produce high-quality CNC turning tools without interruption 24 hours a day.

  +86-19518052336

  333 Liantang Road, Cidong Binhai Development Zone, Longshan Town, Cixi, Ningbo City, Zhejiang Province, China

  sales007@sandhogtools.com.cn

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