• 09.10.2024

# Taps Buying Guide

Types of taps: manual, machine and upsetting

When choosing a tap for a machining operation, it is essential to understand the different types of taps available and their specific uses. The main types of taps include manual taps, machine taps, and upsetting taps. Each of these types is designed to meet specific machining needs, whether for manual applications, automated operations, or without chip threads.

Manual taps are typically used for small-scale operations or in environments where machine tools are not needed. This type of tap is made up of a threaded rod with sharp flutes, and it is operated using a tapping wrench. They are widely used in DIY workshops, mechanical repairs, or for small productions where the operator manually controls the cutting of threads in the workpiece. Their simplicity and versatility make them suitable for a variety of materials, although the working speed is slower compared to machine taps. They allow for greater control over the cut, which is crucial when creating threads in small parts or delicate materials.

Machine taps , on the other hand, are designed for use with machine tools, such as drill presses or CNC machining centers. They are used for serial operations, where repeatability and accuracy are paramount. These taps offer advantages in terms of speed and consistency, especially in industrial environments where hundreds or thousands of parts need to be tapped identically. Unlike manual taps, which require constant human control, machine taps can be used at higher speeds and with better efficiency. They are particularly suitable for large-scale production environments, where cycle time must be minimized while maintaining consistent quality.

The third type of tap is the upsetting tap, also known as the no-cut tap. Unlike the other two types, upsetting taps do not create chips when they form the threads in the workpiece. Instead, they move the material to form the threads, which produces stronger, burr-free threads. These taps are mainly used in ductile materials such as aluminum, copper or mild steel, where deformation is easier to achieve. By not removing material, upsetting taps produce threads with superior mechanical properties, making them ideal for applications where thread strength is crucial, such as in the aerospace or automotive industries. However, they are limited in their use to materials that tolerate deformation well.

Choice of materials according to the application

The choice of the type of tap depends largely on the material you want to machine. Each material has specific properties that require the use of suitable taps to ensure optimal performance and avoid any problems, such as premature tool wear or poor thread quality.

For soft metals, such as aluminum, copper or certain light alloys, HSS (high-speed steel) taps are particularly well suited. These materials are easy to tap, and HSS provides durability and strength enough for this type of operation. HSS is also a good choice for materials like brass, which don't require heavy-duty tools. For operations on soft materials, upsetting taps can also be used, as these materials lend themselves well to the plastic deformation required to form the threads without removing material.

For harder materials, such as stainless steel or titanium, it is best to opt for carbide taps or taps coated with special materials such as titanium nitride (TiN). Tungsten carbide is extremely hard and wear-resistant, making it effective for high-speed tapping operations and on materials where wear can be a major issue. Carbide taps are commonly used in the aerospace and automotive industries, where thread accuracy and strength are crucial. However, it should be noted that carbide taps, while performing very well, are more brittle and do not handle heavy shocks or vibrations well.

For composite materials or plastics, which are increasingly used in sectors such as automotive or aeronautics, the choice of tap must be even more precise. These materials can be abrasive, and carbide or wear-resistant coated taps are often required to ensure clean, accurate threads without delamination. In these cases, the coating of the tool plays a crucial role. Coatings such as **titanium nitride** (TiN) or **chromium nitride** (CrN) increase wear resistance and achieve good results even on difficult materials.

The choice of tap should also take into account **dimensional tolerances**. For operations requiring high precision, such as in the manufacture of mechanical or electronic parts, carbide taps or coated taps are often preferred, as they offer stable performance on repeated series of parts. For operations where tolerances are less critical, HSS taps, which are more economical, may be sufficient.

Finally, the machining environment and the quantity of parts to be tapped, also influence the choice of tap material. If mass production is being considered, investing in carbide or coated taps can pay off, as they will provide longer life and reduce downtime related to tool changes.

Machining parameters and tolerances

When choosing a tap, it is essential to consider several machining parameters, especially tolerances and precision requirements. Depending on the specific needs of the application, the quality and precision of the threads created by the tap play a crucial role in ensuring a secure and durable assembly.

Machining tolerances refer to the acceptable margin of error in the dimensions of the threaded threads. Depending on the industry, these tolerances can vary greatly. For example, in the aerospace and automotive industries, where critical parts are produced, tight tolerances are essential to ensure part performance and safety. A poorly chosen tap, or used under improper machining conditions, can result in malformed threads, which can compromise the integrity of the assembly.

Tapping depth is another important factor to consider. Depending on the application, it may be necessary to tap shallow holes or, on the contrary, very deep holes. Some taps are better suited for short threads, while others can produce deeper threads with good chip evacuation control. For deep holes, helical taps are often preferred, as their geometry allows chips to be evacuated efficiently and thus prevents jams and tool breakage. In mass production environments, where repeatability of operations is crucial, these parameters are essential to ensure consistency in the parts produced.

The type of machine used also plays a decisive role in the choice of tap. CNC machines, for example, allow precise control of cutting speed, depth, and pressure. This means that the taps used in these machines must be able to operate at high speeds while maintaining maximum accuracy. Conversely, taps used in older machines or hand drills need to be more resistant to human error and variations in cutting speed.

Finally, lubrication and cooling are important factors to consider when tapping. The choice of a tap should be accompanied by good heat and lubricant management to minimize tool wear and improve thread quality. Especially for hard materials or high-speed operations, insufficient cooling can lead to premature tap wear, breakage, or malformed threads. It is therefore essential to choose a tap adapted to these conditions to maximize its service life and the quality of operations.
Thus, choosing the right tap for a specific application involves careful consideration of tolerances, thread depth, type of machine used, and lubrication and cooling conditions. These parameters ensure optimal performance and increased tool durability, while ensuring the quality of the parts produced.

The choice of tap depends on several key factors, including the type of machining, the material to be worked with and the required tolerances. Manual, machine, and upsetting taps are used in different contexts, each with its specific advantages. The material of the tap, whether HSS or carbide, must be matched to the hardness of the workpiece to be tapped, while machining parameters, such as speed and lubrication, influence the accuracy and durability of the threads. A judicious choice of tap ensures efficient operations and optimal results.