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Designing Parts For Cold and Hot Heading
Designing Parts For Cold and Hot Heading
Designing Parts For Cold and Hot Heading
OF
^TrT**
CONTENTS
Introduction 5
Cold heading method . . . solid and open dies . . . single and double
or triple blow nmchines . . . transfer headers . . . hot heading methods
Heading Materials 53
Includes data on carbon and alloy steels . . . stainless steels . . . copper
and copper alloys . . . aluminum and nickel and their alloys
points for the consideration of platers'. .-. and a table of platings, coat
ings and finishes
Appendix 81
Index— General 93
Index— Application 95
INTRODUCTION
Cold and hot heading processes are effecting sub
stantial savings for manufacturers who use large
quantities of small metal products such as fasten
ing devices, special pins, and spacers. The parts are
made by cold or hot forming at high speeds, in
heading or forging machines, and at much less cost
than by conventional cutting or milling processes.
What's more, the headed parts are actually of
higher quality.
However, if a user of such parts is to achieve
maximum savings, he must follow certain principles
in the design of his products. Unfortunately, until
now there has been no text or reference volume to
which he could turn to familiarize himself with the
design "ground rules."
To fill this void, a group of engineers and tech
nicians from various heading companies prepared
the text of this manual. The Industrial Fasteners
Institute believes that its use by designers of com
ponents and by detailers will eventuate in lower
costs and better products.
The COLD HEADING PROCESS
Raw material for producing cold headed parts is a coil
of hot-rolled steel rod. Rolled to close specifications, it is
carefully inspected, dipped in hot acid to remove rust and
scale, washed and finally neutralized in lime.
The coil is then fed into the part making machine. For
small sizes, coils are welded end-to-end and fed continu
ously.
3. Forming
it forms . . .
Chamfer
Second Hammer with
HEADS COLLARS
IV
SQUARES FLATS Cupped Head Forms
a Round Head with
a Chamfer
Pfl
PROJECTION AND FINS AND MANY
OTHER SHAPES
Top Management will find this manual helpful in its unrelenting search for
cutting costs without impairing quality and in its concern for faster produc
tion involving savings in equipment and space as well as time.
Purchasing Executives will welcome the data in this manual which repeatedly
shows how they may make vast savings when purchasing small parts and at
the same time procure parts of higher quality and more dependable, uni
form service.
Designing Engineers will find this manual helpful for reviewing basic ele
ments of design involved in the heading process in connection with their own
designing problems or requirements. It will also provide a source of ideas for
redesigning parts already in wide use in order to reduce costs and still provide
products of higher quality than those made by premium-priced operations.
A variety of cold-formed ports produced
for assembly in typical electrical products.
D ESIGN FOR HEADING -and save!
Here are typical examples of how heading has reduced production costs:
•
A headlamp adjusting screw, redesigned so that it now is a headed part,
saves an automobile parts manufacturer $22,000 per year
•
A roller pin, now a headed part, saves $8,000 annually for a lawn mower
manufacturer
•
By using a headed part, the cost of double-duty packing and floor-leveling
bolts has been reduced $30,000 a year for an appliance manufacturer
Design for heading permitted these savings and similar savings for all other
parts illustrated throughout this manual.
WHAT IS "HEADING?"
Heading is a process of manufacture with virtually no
at high speeds,
scrap loss, of super-tough, high-quality low
parts at a veryunit cost. Many
assemblies in production today offer ample opportunity for redesign of their
parts and fasteners to those made by the heading process. Many parts, now
made by screw machines and automatic bar machines, also can be adapted
for heading. Other items— assemblies of two or more pieces— can be replaced
by one headed part through redesign and simplification.
ENDLESS POSSIBILITIES
Because headed parts now are used in an assembly is no reason to assume
that further cost savings are impossible to attain. Unfortunately, many special
headed parts are made without specific knowledge on the part of the maker
as to how the parts are to be used and exactly what is expected of them. The
customer, therefore, often pays for special tolerances, premium priced heads
and secondary operations which may not be required. Application No. 1
shows an example of changing the design of a part already cold headed, to
effect a saving of an additional 10 per cent of its cost.
NO INFLEXIBLE RULES
A major objective in the preparation of this manual was to provide a
Application No. 1
10
How HEADING PRODUCES BETTER
PARTS AT LOWER COST
The best known, and most commonly used, products of the cold-and hot-
heading industry are standard bolts, screws, rivets, nuts, nails, and similar
items. There are many well established producers, ranging in size from the
small plant to large, multi-plant organizations with nationwide service. The
complexity of their operations varies from making simple headed items to
supplying a vast number of secondary and related operations.
Their products range from the simple nail to the special part that is
headed, drilled, trimmed, heat treated, centerless ground, and plated. Their
one common denominator is that all their headed parts begin with a strong
blank, forged from a length of wire or a rod at high speed, and are completed
with a minimum of scrap. The basic operations can be performed either cold
or hot, depending upon the characteristics of the part and the material from
which it is made.
Application No. 2
HEADING 1
saves 33 per cent
,556, in o
The redesign of this part, a holder for the
550 oo
springs on automobile hoods and trunk
lids, resulted in a saving of 33 per cent. to
' o
The spring holder was machined pre to
viously from bar stock, involving several ]
1
different operations that removed nearly
one-half the total weight of the original IO
stock. This was a wasteful, time-consum
ing, costly process.
oo
The part now is produced from steel by 0) 0)
cold-heading, leaving only the finished ,,500,
operations to be performed, saving about .493
one-third of the original unit cost.
11
Application No. 3
COLD HEADING
cuts costs in half
A saving of more than 55 per cent was effected by
converting this automobile clutch spacer stud from
o
screw machine to header production.
This small stud was made from bar stock on
— CO St
CMcvi ro
screw machines at a cost of {9.00 per thousand, in
the belief that it was necessary because of the close
tolerance— only .005" on the shanks.
When redesigned for cold-heading, however, the
.1/4 , . 346 . .'/«.
340
tolerances have been maintained easily, and the
part now is produced from coiled steel wire at a
cost of only $4.00 per thousand, making possible
a saving of $5.00 per thousand pieces.
Application No. 4
x -t- H
The tenon of this automobile door-latch rivet was °
T--
to
enlarged, to enable it to be made by cold-heading ( L_
Application Nos. 2, 3 and 4 show three parts that clearly illustrate the cost
savings and other benefits that can be achieved when the heading process is
adopted for the manufacture of parts formerly made on screw machines.
QUALITY IMPROVED
An added, important advantage of the heading process— over and above
lower costs— is improved quality. A forged ( headed ) part is stronger than one
formed by the cutting away of metal or by die casting; flow lines of the forged
material follow the contours of the headed parts. In addition, some materials
that cannot be cut freely can be readily upset. Application No. 5 illustrates
this point.
12
Application No. 5
.758 ,
.742
Quality higher . . .
IN
/!
cost lower
.31/64
This part previously was machined from
\
non-ferrous bar slock by the customer, but
\
conversion to cold-heading now supplies
^-SHARP
the semi-finished part at a saving of nearly
50 per cent of its original cost. < .562
After conversion to cold-heading, this
.557 CM
part now is being produced with a mini u. ro
2
mum of scrap loss, and at high operating 01
speeds. The threads, now rolled on the CD CO
shank, are much harder, due to the cold
55
working, than were the cut threads. The
customer performs only the required fin
ishing operations, and the completed part
i i i
i i i
costs only a little more than one-half its
i i i
I I 1
i
former price.
:
.
HEA0E0 PART FINISHED BY
CUSTOMER
headed parts, because of the nature of the process, do not have comparably
a
by
bright finish. However, any degree of finish can be attained readily
a
secondary finishing operation.
One of the greatest, yet one of the least-known, advantages of the heading
process that the headed parts need not be concentric, as with screw machine
is
operation of forming reveals hidden defects in the stock, such as seams, lami
nations and piping.
13
Application No. 6
Non-concentric is no problem
These hacksaw blade holders were redesigned, yielding a cost saving of
75 per cent, as well as providing stronger pins to hold the blade in place,
and eliminating a manual periling operation.
The parts previously were made by drilling a hole through the flat
tened portion of each holder and periling a pin into place to hold the
hacksaw blade, a costly operation.
Both blade holders were redesigned for cold-heading. The material
used is steel. The pins now are formed by extrusion as the parts are
flattened. The integrally-formed pins are slanted slightly backward to
hold the blade firmly, and they are stronger and better able to withstand
the vibration and tension of evervdav use.
14
Application No. 7
Application No. 8
15
coatings of wire and blanks make possible upsets more severe than were
practical only five years ago. Tool design has advanced, and dies made of
more-durable materials often yield runs of up to 500,000 pieces, instead of
the previously "normal" run of perhaps 50,000 pieces. This slower rate of die
wear also makes much closer tolerances practical for the finished parts. Appli
cation No. 9 shows the effect of the use of carbide die.
Application No. 9
.mi P■
COLD HEADING •
For cold heading, the raw material, usually wire in coils or rod, enters the
machine at room temperature, with the header running continuously. Cold
headers are classified according to the number of blows they deliver to each
piece and the type of dies used to hold and shape the blank.
17
11has been demonstrated— again and again
—that manufacturing parts by the heading
process results in a savings of thousands
of dollars and greatly accelerates produc
tion. The photo shows a typical part.
The smallest cold headers in general use are designed to make parts having
diameters as small as H 6 inch. Double-blow machines will run up to 250
pieces per minute, and single-blow equipment, 420 or more per minute. The
largest headers are designed for 1" diameter work at a maximum rate of 50
per minute. The longest piece headed on commonly used equipment is about
6", but some specially-built machines will handle longer pieces.
Two types of dies are used in cold headers— solid and open. Headers may
have one solid die, or one pair of open dies, or several solid dies. In the latter
' case, the blank is transferred automatically from one die to the next between
blows of the hammer.
I our. *
'tstTIS
w'3 h -\~T
. 4\
% 0*9
OPEN DIE
This consists of a pair of blocks, each called a die, with matching semi
circular grooves, which form a round hole extending axially through the
assembly when the two matching faces are put together. One of these dies
remains fixed, while the other can move a limited distance from the fixed die.
In operation, the movable die separates from the fixed die, and the wire
moves from the back of the dies, into the hole between them. When the
proper length of material extends beyond the front face of the dies, the
movable die is advanced toward the fixed die, the wire is clamped tightly
between them, then together they move laterally slightly, thus shearing
off the length of wire between the dies while gripping it tightly. Heading
hammers of the proper shape strike one or more blows on the portion of wire
extending beyond the dies, forming the head. The dies separate, releasing the
grip on the headed piece, which falls from the machine, and the cycle is ready
to repeat.
TRANSFER HEADERS
These are specially designed solid-die cold headers, equipped with sev
eral ( usually three or four ) dies, with a separate heading hammer for each
die. They do considerably more work on the blank than standard two-blow
machines. In these headers, the blank is transferred automaticallv between
blows, with one completed part dropping from the final die at each stroke
of the slide.
One specialized type of transfer header known as a bolt maker forms the
head on the blank, can trim the head to the required shape, may point the
end, and roll a thread.
19
A y2-inch cold header which speeds production, slashing unit costs.
Header sizes refer to diameter of the largest wire the machine can handle.
20
The most common use of this header is for making bolts. Some variations
or a combination of these operations also can be employed to make certain
non-bolt, special products.
Another transfer-type header, called a nut former, starts with round wire
or rod. In several successive steps, it makes a square or hexagon nut with a
hole readv for threading.
REHEADERS
A second heading operation can be performed on headed parts to make
upsets beyond the capacities of the equipment normally used. Parts usually
are annealed to convert them to their most malleable condition before re-
heading.
This %-inch Solid Die Double Stroke Header permits the produc
tion of many special cold-forged products heretofore considered
impractical as well as standard varieties of bolt and screw blanks.
21
A large transfer-type header used for making special parts and bolts.
22
HOT HEADING
Hot headers, in general, are similar to cold headers in both design and
operation. Most hot headers are of the open-die type, usually with several
grooves in their mating faces. The blank is transferred from groove to groove
between blows. Hot headers may be run continuously or intermittently, as
determined by the process.
These headers usually are used for work of diameters larger than can be
handled efficiently in cold headers, or for heading bars more than 6" long.
Automatic hot headers make 80 to 120 pieces per minute. Some of the newer
transfer-type machines for forging nuts and similar parts, turn out as many
as 225 pieces per minute. The speed of manually operated hot headers de
pends upon the size of the work and the operator's skill and stamina.
Straight bars are the usual raw material for hot heading. The entire bars
can be preheated, or they can be cut to length and the ends to be upset can be
heated. They are then fed, either automatically or manually, to the headers.
The temperature to which the bars are heated is determined by the material
and the amount of upset they must undergo. Normally, steel bars are heated
to a bright
o red color for hot heading.
o T . „ .
Typical C Hot u
...
Headed
,
Parts
Automatic Forging Machines, such as the 3-inch
machine above, produce quality headed parts
faster and consequently at much lower cost per unit.
24
D ESIGNING PARTS FOR HEADING
In the heading process, metal is made to flow into practically any shape or
form within the plastic flow limits of the material. In cold heading, the metal is
formed cold without preliminary heating. In hot heading, the metal is heated
before heading, to improve its malleability and to extend the limits of the
work that can be done upon it. Basically, however, both processes are the
same, and similar design principles apply, regardless of which method of
heading is used.
This section outlines for the design engineer some of the general prin
ciples of metal flow involved in heading processes. It is important, however,
to point out that these rules are based on the headability of low carbon steel.
Other materials have different characteristics from low carbon steel, which
might require some modifications of the design rules. In addition, methods
and equipment vary between producers.
25
DIAMETERS
Many producers can cold-head wire and rod up to %" in diameter, and
some can handle slightly larger sizes. In hot heading, because of the pre
heating, rods up to 3" in diameter can be headed, although relatively few
producers are equipped to handle this extreme size.
Most producers prefer to cold head whenever possible. the quantity If
ordered is small however, or if the size of the product is beyond the cold
heading range, or if the upset is unusually large or oddly shaped, or if the
material is not suitable for cold heading, the producer may elect to use the
hot heading process.
In either case the design engineer is assured of the parts meeting the
specified dimensional and physical requirements.
A
Volume of upset portion D2H
— - = —=— = Number of diameters in upset.
Volume of one diameter a3
26
UPSET DIMENSIONING NOMOGRAPH
WIRE SIZE
DIA. (INS.)
UPSET DIA.
(INS.)
3 —— 3.0
*-:
12
-+- 50
II
•4.0
10
•3.0
-±- 20 9
3.0
•4-1 10 8
2.0
• 1.0 -- 5 2.0
.9
5
— -.8
-.7
•1.0 1.0
5 _
8 . .6 1.0 9
2. _ - 8
16 .9 f- 0.5
I ■.7
8
2"
1. .7 6
16
= "^ . .5
\
4 .6
3
8 0.1
■r- .4
i- 16
±- -5
\:: ,
'
1
10
CM
.15"
i- -.2 -.01
Fig. 3
16
.005 Locate diameter of upset (.65") on
line B, and upset length (.15") on
line D. Join to get upset volume
(.0498 cu. ins.) on line C. Locate
1. shank diameter (.25") on line A,
8 and draw a line through volume on
-.001 line C to get number of wire diam
eters in upset on line E (4).
- .0005
.05
-L — .0001
16
— .05
28
LENGTHS
Length of a headed part is the dis
tance from the extreme end of a given
piece to the nearer largest diameter of
LENGTH
the upset portion. When the upset is lo
cated between the ends to form a collar,
the length of the headed part is consid
LENGTH
ered to be the distance from the extreme
end of the longer section to the nearer
largest diameter of the upset. Some
examples of the measurement of length LENGTH
of headed parts are shown in Fig. 4.
As general rule the length, for
a
cold heading, should be between one
diameter of the stock and 6", for the most LENGTH
TOLERANCES
When designing headed parts, it is good engineering practice to specify
as liberal tolerances as the application will permit. Often, this introduces
additional economies, for tool and die life are increased and longer produc
tion runs with less downtime are possible.
SHANK TOLERANCES
The most commonly used shank diameters, and tolerance ranges for
shank and shoulder diameters, are shown in Table A, following page. (A
shoulder is an upset portion located between the head and the shank. )
Type 1 tolerances are held easily on most production machines; they
should be specified wherever possible, as they are by far the most economi
cal to meet. When the characteristics of the headed part require hot head
ing, slightly greater tolerances than Type 1 may be necessary.
When closer, hence more costly, tolerances are required, Type 2 toler
ances may be specified. Quite often, they can be held on production headers
without secondary finishing operations. However, some special tooling may
be necessary, depending upon the size and shape of the part and the heading
equipment available.
29
Tolerance Ranges
Nominal Shank Inches
Diameter
Inches
Typel Type 2 Type 3
TABLE A
TOLERANCE RANGES FOR SHANK AND SHOULDER DIAMETERS
The tolerance range applicable to a shoulder diameter is the same
tolerance range as listed for the shank diameter of equal size.
The application of tolerances closer than Type 2 often will require some
secondary operations. Type 3 tolerances should be considered only as in
dicative of what might be specified, if necessary, and where cost is of sec
ondary importance to close adherence to the specified dimensions.
The figures shown in Table A are tolerance ranges, and they may be
applied as desired ( plus or minus, plus only, or minus only ) , although it is
recommended that they be used unilaterally on the low side of the nominal
diameter (minus only) wherever possible.
Shanks should be specified in the fractional sizes shown in Table A, for
these standard sizes of stock are often more readily available. For special
HEAD TOLERANCES
Head tolerances are difficult to define, because they vary with the style
of the head. When close head tolerances are required, it is recommended that
the heading producer be consulted. When such tolerances are not critical,
however, tolerances shown in Table B may be specified.
These are tolerance ranges, and may be applied bilaterally (plus or
minus), or unilaterally (plus only, or minus only), as required. Generally,
they are applied plus or minus to the total shown.
30
Tolerance Ranges
Nominal
Shank
Diameter For Upset For Upset
Inches Height Diameter
Inches Inches
Vu .015 .029
% .017 .032
7/l6 .019 .036
Vi .021 .040
TABLE B
TOLERANCE RANGES FOR UPSET HEIGHTS AND DIAMETERS
LENGTH TOLERANCES
The recommended length tolerances for headed parts are shown in Table
C, below.
Tolerance
For Lengths
Range
up to r W
Over 1" to 2" Vie"
Over 2" to 6" Vx"
Over 6" W
Tolerance
For Lengths
Range
Up to 1" Ms'
Over 1" to 2"
Over 2" 3/l6"
TABLE C
LENGTH TOLERANCES FOR HEADED PARTS
31
FILLETS
Sharp interior corners in load-carrying parts are points of stress concen
tration; if the part is loaded dynamically, these corners are trouble spots
that may precipitate an early failure. Rounded corners or fillets, however,
permit smoother transfer of stresses, offsetting the possibility of premature
failure. Good engineering practice, therefore, requires the use of generous
fillets at all sharp bends and corners.
Fortunately, the formation of fillets is an inherent characteristic of the
heading process; sharp corners usually are attained by subsequent (sec
ondary ) operations. Thus, by taking advantage of this tendency of headed
parts production, the strength of a part is improved, and there is a definite
saving in overall costs.
It is recommended that parts have fillets with a radius of approximately
10 to 13 per cent of wire diameter, with a plus tolerance.
SPECIAL FEATURES
SHOULDERS
In addition to forming a head, enlargement of the diameter of the blank
can be accomplished on some other portions of the part as well, as shown in
Fig. 5, below. This may be round, square, oval or non-concentric.
The volume of the shoulder must be considered as part of the head when
computing the volume of the upset. Tolerances for shoulders are the same
as those applicable to shanks of the same diameter.
Fig. 5
POINTS
Header points are limited to cold headed parts, generally with a length
less than nine (9) times the smallest diameter at the point's end. For all
32
Application No. 16
Nominal
Point Point
Shank
Length Diameter
Diameter
E- Inches d-lnches
Inches
TABLE D
POINT DIMENSIONS FOR UNTHREADED Me .015 .050
Yt .031 .109
SHANKS OF HEADED PARTS
Me .057 .156
E ,K y, .063 .203
.156 .500
.188 .609
EXTRUSIONS
The term "extrusion," as used in the heading industry, refers to the re
duction of section of wire or rod to smaller diameter than that of the
a
a
by
original stock forcing the material into die of smaller size to obtain
a
33
shank, as shown in Fig. 6, below. This step can be performed either as a
primary operation, when the upset is formed, or as a secondary one on an
other machine.
Extrusion is done by making the die with a hole at the front end large
enough for the blank to enter, but extending only as far into the die as this
larger diameter is required. It then angle-connects to a smaller hole which
continues to the opposite end of the die. The blank enters the die readily,
but when it reaches the smaller hole, it must be forced, or extruded, into it.
Extrusion can be done at one or both ends of the blank.
APPROX.
/
f
A*
t
\
Fig. 6
20 per cent of the original stock diameter. For greater reduction, a sec
'/«
recommended maximum dimension at 3/l6 Vu
'/«
Viz 3/l6
'/*
Vl6 Vn
and 120°.
3/8
'/4
5/l6
Vis "/32
RIBBING
Ribs are small ridges of stock on the shank, extending downward from
the head, as shown in Fig. 7, below. They may be required for tight driving,
^TlT^r^
35
[ill
and prevent turning of the piece when the operation. Note 7. angle on hexa-
y
wing nut tightened on the threaded end lar — obviously impossible to pro-
is
lengths of ribs over one times the shank diameter may offer difficulty. Some
side taper on the rib under the head will aid in filling out the forms.
Lugs and fins under the head usually are more effective to prevent rota
tion of a part in a hole than ribbing and often more economical than the
traditional square neck. If such a part is used in volume, particular consid
eration should be given as to whether the part to be assembled could be
modified to receive a lug or a fin under the head.
Lugs and fins are best devised by consultation with a heading engineer
since the degree and design of the upset that can be achieved without in
curring the expense of an additional heading blow may require some
exper imen tation .
Fig. 8, below, shows some tvpical examples of lugs and fins to prevent
rotation of parts in holes.
36
TAPERS AND SWELL NECKS
These features may be called for if ribs, for example, will not fulfill the
necessary function. Tapers must be minor and should not extend much more
than one shank diameter of length
under the head. Full length tapers
are comparatively rare. Some typical
tapers and swell necks are shown in
Fig. 9, on the right.
IDENTIFICATION
Many parts are given identification
marks in the heading operation, when
one or more letters, numbers, or other
marks can be placed on top of the head
to indicate the manufacturer, the part
number, the material, etc. Usually
these identification marks are raised
( embossed ) above the level of the bal
ance of the head; they also may be im
Fig. 9
pressed into the head, but this is more
Tapers and Swell Necks
difficult and expensive from a tooling
standpoint. Decorative designs can be
supplied by this same procedure.
SLOTTING
In many cases, it is possible to put a slot in the head, or elsewhere on the
blank, when the part is formed. The screwdriver slot in many round-head
screws, for instance, can be made in the heading operation. Many hexagonal
sockets and a large number of other special slots and recesses are made in
headers. Most screwdriver slots, however, are sawed into the heads in sec
ondary operations.
KNURLING OF HEADS
Another case in which an operation can be eliminated by careful plan
ning is that of knurling applied to the edge of the head of a part. To apply a
fine knurl to the straight-sided head requires secondary operations. However,
with only a two-degree taper on the head's edge, a medium-to-coarse knurl
TAPER ON HEAD AND
I
— STRAIGHT SIDE OR can be applied during
MED. TO COARSE KNURL FINE PITCH KNURL
the heading operation
with substantial sav
ings. The sketches
shown in Fig. 10 illus
KNURL MAY BE FORMED KNURLING DONE IN
IN HEADING OPERATION SECONDARY OPERATION trate this point.
Fig. 10
37
Application No. 21
38
m Innnnnnm
u**:*kiuuuiuul-j
3/8-24 UNF 2A LH
dies as they are released; this dimension is not more than V3 to V> larger than
the diameter of the wire being used. The upset sections should be at least
one diameter apart.
Double heads or collars that exceed these limits usually can be made by
a secondary upsetting or machining operation. Examples of collars that can
be made successfully by cold heading are shown throughout this text.
39
VOLUME IN UPSET
Volume of material in the upset is expressed in terms of length of stock
given in units of its own diameter.
—one blow upsets 2 % diameters,
—two blows upset 4% diameters,
—multiple blows upset 2 diameters with each blow.
Keep upset volume whenever possible within two blows limit. ( See page
26)
LENGTH
The length of a headed part is the distance from the extreme end to the
nearer largest diameter in the upset. For cold headed parts keep length be
tween one diameter and 6 inches. For hot headed parts keep length greater
than four diameters. ( See page 29)
TOLERANCE
Tolerances often govern final cost of the part. Allow as liberal tolerances
as the part's application will permit. ( See page 29 )
FILLETS
Good engineering practice dictates use of generous fillets at all sharp
bends and interior corners to permit smooth flow of stress. Allow fillets with
a radius at least 10 per cent of the diameter of the wire from which the part
is headed. ( See page 32 )
SHOULDERS
If a shoulder under the head is formed during heading, its volume must
be considered as part of the head when calculating total upset volume. ( See
page 32)
POINTS
Specify a point only when actually required by the application. (See
page 32)
40
EXTRUSION
Diameter of the extruded section should be at least 80 per cent of the
diameter of the original stock diameter. Allow a lead-in angle of about 14°
(28° included angle) between the shank and the extruded section. (If nec
essary, this taper can be removed in a subsequent operation. ) ( See page 33 )
RIBBING
Keep length of ribs less than one shank diameter. Allow slight side taper
through the ribbed length. (See page 35)
IDENTIFICATION
Raised markings are preferable. ( See page 37 )
KNURLING
A medium-to-coarse straight knurl with a 2° taper can be applied to the
side of an upset during the heading operation. Fine knurls or knurls of other
design are applied in a secondary operation. (See page 37)
GENERAL
The rules and recommendations offered here are consistent with normal
abilities throughout the heading industry. Different manufacturers employ
ing special techniques may surpass certain of these recommendations in the
production of a particular part. Also, because of material or some peculiar
design feature, it is possible some producers may not be able to meet one or
more of the recommendations. For maximum economy in the design of any
headed part, consult the heading engineer of any manufacturer.
41
Application No. 27
COLD HEADING PROCESS
saves 50 per cent
-1/4-20 UNC 2ft
Headed Parts
IN A WIDE
E VARIETY OF INDUSTRIES
?/16|,
RESULT IN
Producing this special knurled head bolt by
screw machine was slow and costly. • greatly reduced costs
By using the cold-heading process, the
same part was produced faster, to closer tol • higher production rates
erances, and at only one-half the former cost
—saving 50%. • closer tolerances
Application No. 28
HEADING MACHINE Application No. 29
makes this part much faster 13/32
THIS COLD HEADED
Made from a single
DESIGN
I piece of rod, this shift-
saved 63 per cent
AHHgn'J er interlock lever is
built A two-piece rubber grommet insert
■1 with two right angles was giving unsatisfactory holding
j» in a single operation performance when manufactured by
ill |
when produced in a heading the screw machine method. The
li| machine. The obvious result is in- problem was to produce the part at
tlJ creased savings in time and money, less cost and to give better per
since the former operation was a formance.
two-stage job. With cold heading, the part Cold heading, with double head
does not have to be moved in the die while
it is forged in two blows of the punch. The
entire operation is made from continuous
ing, was the answer. It reduced the
cost 63% and eliminated failures
which resulted from screw machin
VI
links of rod at high speeds. ing.
Application No. 30
Application No. 31
COLD-HEADING
this electric sweeper part COLD HEADING
saves $4.12 perM this spacer stud saves 66 per cent
This electric sweeper part is used in The above spacer stud for automobile
conjunction with a sweeper handle clutches was produced at $9 per M by the
to lock in position when unused. It screw machining method.
was formerly manufactured at $6 Today, cold heading this part permits
per M. mass production, close tolerances, and a
The same part manufactured by savings of 66% over the former screw
cold heading now costs only $1.88 machining process.
per M— a savings of over 65%.
Application No. 32
Cost reduced by 50 per cent
This control plug originally made
on a punch press is now produced
by cold heading at a cost reduc
tion of 50%. Cold heading this
part is faster and it results in
closer tolerances in addition to
the 50% savings in cost.
42
Application No. 33 Application No. 34
Cost of Air Conditioning part slashed COLD HEADING
this part saved $1000
©I
The above compressor mounting bolt for
This aluminum screw
was formerly produced
with 8 holes drilled in
the head. Necessary jigs
a room air conditioner unit was formerly and set-up time made
produced by screw machining at a cost of this a costly operation.
$60 per M. Redesigning for cold heading, the
After redesigning the part for cold entire process was accomplished in
heading it was mass-produced at a cost of a single operation, mass produced at
$23.44 per M— a savings of over 60%. a savings of $7 per M— saving almost
$1,000 the first year.
Application No. 35
Higher quality . lower cost
Application No. 36
Closer tolerances— without added cost
Application No. 38
Application No. 37
HOT HEADING
HOT HEADING
saves 45 per cent in materials
saves money and metal I 1/8-7 UNC 2A
7h
3E V I 1/2
43
M
44
D ESIGNING FOR SECONDARY
OPERATIONS
Often, one or more secondary operations are required to complete a part as
specified. Such operations are employed to change the part's shape, hold
closer tolerances, add such features as threads, grooves, holes, slots, etc., im
prove physical properties, change surface finish, add protective or decorative
coatings, etc. Many secondary operations can be performed with automatic
feed at high speeds, thus reducing handling costs to a minimum.
The following is a brief discussion of some of the widely used secondary
operations, most of which are quite familiar.
BENDING
Headed parts may be bent in one or more
planes by any method suited to the material of
which the part is made, to the physical limits
imposed by the characteristics of the material
itself. Single-plane bending is simpler to ac
complish than multiple-plane bending.
BOX MILLING
Refers to the removal of material, usually from the shank, so that the
diameter of some portion of the part is reduced, such as machining a tenon
on a bolt or stud.
BROACHING
This that forms symmetrical or irregular grooves,
is a cutting operation
slots, keyways, square holes, splined holes, and other odd shapes, external
or internal, where other machining operations are impractical.
COINING
Usually involves the use of a punch press, which subjects the headed
part to pressure, causing the metal to flow into the form of the dies.
COUNTERBORING
Used to enlarge the diameter at the end of a hole.
COUNTERSINKING
A bevel into the end of a hole, usually performed on a drill press. In many
cases, alight countersinking operation is required to remove burrs or other
sharp edges from the ends of a drilled hole.
CUT-OFF
Includes the straightening and cutting off of blanks from coils of wire
45
or from metal rods; it may include the cutting off of a portion of the shank
from the headed part.
DRILLING
Done on standard or specialized drill
presses, or automatic machines. Drilling in
cludes cotter pin holes through the shanks of
headed parts, wire holes through the head,
holes in the ends or completely through the
entire length of headed parts.
Fig. 12
FLATTENING
Flattening and similar punch press
work, utilizing headed or formed parts
as basic materials, offers many odd-
shaped configurations not readily fab
ricated by other methods, and at con
siderably less cost. Examples of this
type of secondary operation are shown
in the sketches in Fig. 13.
Fig. 13
FACING
This operation involves the use of a cutting tool that machines the ends,
shoulders, or any flat face of the part.
FORM TURNING
This operation involves using a tool having the desired form. As the work
is rotated, usuallv in an automatic lathe, the forming tool removes the un
wanted metal, imparting its own shape to the portion of the product being
formed.
GRINDING
Performed where specified tolerances of the part's diameters require ex-
^-L^l=^^^^^=^H
«i -■»
t 1
\SPEC■FH 1
eto m.ma*
ss ■■9
A ■!&£■
.QtO A tSmc»+rtm*
GROOVING
Operations performed to cut or roll grooves in any portion of the headed
part, as required.
KNURLING
Knurling usuallv is a
«
rolling operation similar \
^
to thread - rolling, the
knurl impression on the
rolling dies imparting
their pattern to the metal
being knurled. Fig. 14
MILLING
Usually performed on standard milling machines, to form flat areas on
the heads or shoulders of headed parts.
PIERCING
Perforating holes through portions,
usually flattened, of headed parts, with
greater roundness and accuracy than is
possible with drilling. Most piercing
work is done on a punch press.
POINTING
Special points, such as dog, cone,
needle, or other intricate shapes that
cannot be formed in the heading op
erations, may be machined on the end
of the shank of the headed product.
POLISHING Fig. 16
SHAVING
Performed by cutting tools that remove very small quantities of material
from the outer surfaces of headed parts.
SLOTTING
^^W
This may be accomplished in many
instances by putting the slot on the head
or on the blank at the same time as the
part is formed. Fig. 17
47
SWAGING
Used to a limited extent to reduce the diameter, or change the shape of
shanks by a series of blows from small hammers operating at high speed in
specially designed swaging machines.
TAPPING
The production of internal threads in a hole in a part, usually done on
tapping machines with multiple taps for high speed production. Tapping
also may be done on drill presses, lathes, or similar equipment.
THREAD ROLLING
Screw threads can be produced more rapidly and economically by rolling
than by any other method. One of the most important advantages of the
thread rolling process is that no stock is wasted; another is that the cold
working action makes the rolled threads 10 to 20 per cent stronger than cut
threads. Rolled threads also have a harder surface and provide greater wear
resistance.
Rolled threads are produced on cold and hot headers, usually on transfer-
mately pitch diameter size ) , shown at the top of Fig. 19, or thread the part
up to the head, as shown at the bottom of Fig. 19.
HEAD
r— MIN DIA APPROX. EQUAL
TO MIN P D. OF THREAD
Fig. 19
This high-speed, thread-rolling machine handles 60 to 600 blanks per minute.
THREAD CUTTING
Because thread cutting is usually more expensive than thread rolling, it
is generally used only when some feature of the part makes rolling imprac
tical. An example of this is a long, partially-threaded rod where the un
threaded portion of the shank must have the same outside diameter as the
threads, and the blank is too long to be extruded down preliminary to the
threading operation. Another example is a part with a thread length too long
to be accommodated by the available thread-rolling equipment.
TRIMMING
In a trimming operation, which can
be performed in the header, or as
a secondary operation, the head is
formed in a die to impart the proper
shape, and the excess metal is sheared
off. A wide variety of standard and
special shapes, some of which are
shown in
Fig. 20, right, can be
achieved economically from the
headed parts by trimming.
TURNING
Same as Box Milling. Fig. 20
49
Application No. 41
FORMER PART
I
5/16-18 UNC 2A
REDESIGNED PART
I
MIN FULL THD
7 1/8
By cold heading this bolt from smaller The bolt was redesigned, to be made
sized steel wire and eliminating cutting of from .272" diameter steel wire, so that the
the threads, the customer now saves about thread, when rolled in the shank end, now
20 per cent of its cost. is the required 5/16"— 18 thread. Approxi
The bolt, originally designed to be mately 20 per cent of the original cost is
formed by cold heading, was made from saved. The rolled thread, in addition, is
5/16" wire, and the 5/16"— 18 thread was stronger and more wear-resistant than was
nil on 1" of the shank end. the cut thread.
Application No. 42
50
There are many variations, but the basic design considerations— balance and
upset size— are the same as for the typical feed mechanism shown in Fig. 21.
SECONDARY
OPERATION WORK
STATION
First, let us consider balance of the headed blanks or, to be more exact,
unbalance. A short part with a relatively large head will cause feeding
trouble, because the shank will not readily enter the slide-rails from the
hopper— the head end tends to topple the shank from between the rails, as
illustrated in Fig. 22.
Not too much can be done about this condition unless the "A" to "B"
relationship can be brought to the proper unbalance, either by decreasing
the head size or by lengthening the shank.
Another type of feed problem exists
where a secondary operation is to be per
formed upon one specific end of a stud
with a collar on it. In Fig. 23, the stud is
A
A-D
Size of Shank D =F
Inches
2
,E , -° E
Inches
Up tO 5/32 032
1 P
5/32to y, .048
V, to Vz .064.093
7/ /// Y/, %
TABLE F
WEED
rEED RAILS—'
RAH
MINIMUM EDGE OVERHANG
OF HEAD BEYOND SHANK Fig. 24
Important in the design of any engineered part is the selection of the material
from which it is to be made. Choice of material, physical dimensions, and
processing methods are closely related, and only by being constantly aware
of this relation can the designer arrive at the best compromise between serv
iceability and economy.
Basically, the proper material is the one that best performs the required
service at the lowest cost. In service, each part in an assembly must fulfill
certain specific functions. These may be as simple as a space filler, or they may
be as complex as a highly stressed part in a jet engine. These requirements
must be satisfied before the part can function as it was intended. Thus, it is
end use requirements that dictate selection of the material.
It will
usually be found that several different analyses of a basic material
will satisfy the same combination of service requirements. However, these
different analyses may vary quite widely in their processing properties, avail
ability, and cost. When exact material analyses, processing operations, and
treatments to be used are specified, the designer closely limits the manufac
turer's flexibility, and production costs may be increased substantially. Pro
viding there is a clear understanding as to what the end service requirements
are,responsibility for final choice of raw material and manufacturing
method is best left with the producer.
Based on the fundamental premise— that end usage of the part governs
material selection— a system of twenty material grades is offered for the
designer's convenience. This system includes seven steels, three stainless
steels, four copper alloys, three aluminum alloys, and three nickel alloys.
Practically any combination of end properties can be satisfied with at least
one of these twenty grades. These grades are based solely on end properties
that can be expected, not on the raw materials used to arrive at those proper
ties.
A discussion of each of the twenty grades follows. Also included at the
end of this chapter is a table which shows at a glance the end service
properties offered by the different grades.
53
TABLE G
STAINLESS STEELS
Grade SS 1— Stainless steel, 12% chromium
Grade SS 2— Stainless steel, 17% chromium
Grade SS 3— Stainless Steel, 18%, chromium, 8% nickel
54
CARBON AND ALLOY STEELS
In the heading industry, all carbon with carbon content too low to
steels
permit a marked response to heat treatment are considered low carbon steels.
These steels are easily headed, have relatively good strength properties that
can be substantially improved by cold working, and they can be case hard
ened, to provide a wear-resistant surface.
Medium carbon steels respond to a quench-and-temper heat treatment.
Heat treated medium carbon steel (IFI Grade
S5) represents the most
strength per dollar of cost attainable from any known metal. Medium carbon
steels are fairly easily cold worked but, as the carbon content increases, their
headability decreases.
Alloy with small quantities of alloying elements,
steels are manufactured
such as silicon, molybdenum, nickel, vanadium, chromium and boron, added
to improve hardenability, strength, toughness, resistance to loss of strength
at high temperatures, or to offset brittleness at low temperatures. Depending
upon the alloy selected, any of these properties, simply or combined, may be
achieved. After heat treatment, alloy steels offer a much greater factor of
safety and uniformity than carbon steels. However, the allovs make them
more expensive, and more difficult to process.
The seven carbon and low alloy steels in the IFI grade system are as
follows:
Application No. 45
COLD HEADING
cuts cost 40 per cent
This insert screw, which is imbedded in a
die cast plastic part, was formerly cut in
a screw machine. With cold heading the
savings in material (besides faster speed)
reduced the cost 40 per cent!
The part is also stronger as the flow lines
of the material are not cut in threading and
knurling processes. Threading and knurl
ing are natural low-cost adjuncts to cold-
heading operations as all are performed in
one machine without additional handling
of parts. Threading and knurling were
performed in one pass through knurling
and roll-threading dies separated by a
spacer.
55
Application No. 46
factory part. However, end usage may require the part be stress relieved, even
though the production process does not. In this case, it is recommended the
designer add the words "Stress Relieved" after the grade number. Hot headed
parts usually do not require stress relief, nor do any parts that will be heat
treated following the heading operation.
This grade is suitable for case hardening where wear resistance or surface
hardness is required.
the higher physical properties in the smaller diameters and lengths attained
by cold working in heading.
As with IFI
Grade SI, the producer will stress relieve where necessary to
produce a satisfactory part. If the part's application requires stress relief, it
is recommended that the designer add "Stress Relieved" after the grade
number.
This grade is suitable for case hardening where wear resistance or surface
hardness is required.
56
IFI GRADE S5-MEDIUM CARBON STEEL, QUENCHED AND
TEMPERED
This grade is a medium carbon steel, quenched and tempered to produce
high strength properties. Its minimum tensile strength ranges from 120,000
to 90,000 psi, depending on the size of the part. When strength alone is the
prime consideration in the design, this grade will usually be found the most
economical to use. Its relatively high hardness level also permits its use when
the part is subject to wear in combination with high stress.
STAINLESS STEELS
Stainless steels may be broadly defined as ferrous alloys containing from
12 to 30 per cent of chromium and 0 to 20 per cent of nickel. This basic
analysis is further modified by the addition of carbon and other alloying
elements, which contribute specific effects, either to control mechanical
properties or to improve corrosion resistance.
The outstanding characteristic of stainless steels is their ability to form
on their surface a thin, invisible film of chromium oxide, which acts as a
Application No. 47
CM
By using the cold-forming method, the
fluted pin was manufactured at a cost of
82.95 per M. providing a cost reduction of
85%— another example of sensational sav
1
i
57
Application No. 48
,1
Application No. 48 CD
-
COLD HEADED SHELVING SPACER
ro •I
costs 34 per cent less
This part made by the screw machine .v.4. . 3/* . m+
method was very costly and the manufac
turer was seeking a method of making FORMER PART
these stainless steel shelving spacers in
large quantities at lower costs and to closer
£t
\ / J.
"i
tolerances.
With the cold-heading process, double / \ ro
1
strength in the annealed condition of 80,000 psi, and it may be heat treated
to higher strength characteristics. It is magnetic in all conditions of heat
treatment, has good heading qualities, and offers good corrosion resistance in
mild atmospheres, although for maximum corrosion resistance it must be
annealed.
58
It hot forges well, but work hardens rapidly when cold worked. It will not
respond to normal heat treatments.
cipal useful characteristic is its high electrical conductivity which, volume for
volume, is second only to silver. It is red in color, has good corrosion resist
ance, excellent toughness, and good heading qualities— both cold and hot.
It has an as-fabricated tensile strength of 32,000 psi.
IFI GRADE C2-COMMERCIAL HRONZE
Although it is commonly known as commercial bronze because of its
bronze color, this alloy actually is a brass, composed of 90 per cent copper
and 10 per cent zinc. It has a tensile strength of 45,000 psi, reasonably good
electrical conductivity, is readily cold worked, but hot forges with difficulty,
and it possesses good corrosion resistance. Like copper, it is not subject to
"season cracking," a spontaneous failure of stressed material after consid
erable time in a corrosive environment, prevalent in brasses with less than
80 per cent copper content.
59
Application No. 49
low strength— 13,000 psi— not very widely used. However, its very soft
is
it
ness makes suitable for headed parts that must be staked, riveted, peened,
it
properties.
being copper, manganese and magnesium. can be heat treated, and in its
It
60
Application No. 50
v[-
was produced at a savings of
89 per cent
This valve stem for a pressure release as
sembly was previously made by the screw
.375
machine method. in
CM
By using the cold-heading method cM K>
at
and employing two high-speed operations .138 IO
(heading and re-heading) the savings was
89 per cent of the former screw-machined .320
cost. This provided the customer with a
1
part simple and quick to assemble and in
expensive to purchase.
N^ '
T4 condition, it has a tensile strength of 62,000 psi. It has very good cold and
hot heading qualities.
strength of 68,000 psi. Because of its purity, it does not respond effectively
to heat treatment. It has good cold heading and excellent hot forging
properties.
61
Application No. 51
nr\ £h
DOUBLE HEADED PART PRODUCED
BY COLD HEADING
265 .117
saves 41 per cent
The problem here was in manufacturing
a double-headed
low cost.
part in large quantities at
"t?
By using the cold-heading method this
mounting screw with collar and slotted
head was produced faster, more economi
cally (with a savings of 41 % ) and in large
quantities. \f
FORMER REDESIGNED
PART PART
Application No. 52
COLD HEADING
saves $1 2.35 per thousand
In this case a steel stud formerly made by
screw machining cost $15.00 per M. By
using the cold-heading method the cost
was reduced to $2.65 per M— a clear cut
savings of 84 per cent ($12.35). Another
case where cold heading has proven to be
the most versatile and economical method
of producing fasteners and small parts.
02
specify the IFI grade number most nearly corresponding to that needed,
then qualify it by listing those special or slightly different properties needed.
When the service requirements are of such a special nature that none of these
grades will approximate what is needed, it is recommended the producer be
consulted for his opinion. The manufacturers have expert heading engineers
available to advise and help the customer select the most efficient and eco
nomical material for any application.
63
O
TA--
&
CAR-EL AELOO OEELS
0
IFI GRADE Steel 1010 No Requirements
S to
0)
(Similar SAE Grade 10O
10-
1108
11O
CCC C CC
1120
1
IFI GRADE Steel, Low Carbon 1O0 55,000 2- Max. -95 Max.
S to
1)
(Similar SAE Grade 10O
10-
11O
£
CC CCC
1120
S
2
IFI GRADE Steel, Low Carbon 10O
6
in
CC
in. length and under 10-
C1020
to
Up in. Dia. 69,000 55,000 2O Max. B100 Max.
¥t
Over in. in. Dia. 64,000 52,000 2O Max. -100 Max.
to to
Over in. VA in. Dia. 55,000 2- Max. -95 Max.
Vi !4 3A 6
in
Over in. length
All diameters 55,000 2- Max. -95 Max.
to
2)
(Similar SAE Grade
3
IFI GRADE Steel, Medium C1030
S to
3)
(Similar SAE Grade Carbon— Cold C10O
to
Up Vi" Dia. Worked 110,000 O,000 2--269 -9-1O
to
Over W *h" Dia. 100,000 80,000 207-269 -9-1O Stress Relieved
Over H" Dia. 90,000 70,000 -7-269 -9OO
C
5
IFI GRADE Steel, Medium C10O .30% Min.
S to
5)
(Similar SAE Grade Carbon— Quenched C1038 Mn .30% Min.
C
Up to Dia.
V and Tempered 1O0 .048% Max. 120,000 O,000 2O-302 C23-32 Min. Tempering Temp,
to
PS
1*
is
Over V," Dia. C1O5 .058% Max. 1O,000 78,000 2O-302 C2-32 800°F.
to
1"
Over \Vi" Dia 105,000 74,000 223-2O C19-30
to
Over Vfi" 3" Dia. 90,000 55,0- -3-2O
O
TA-- (Continued)
8
IFI GRADE Steel, Alloy 8635 .O0% Max. Min. Tempering Temp.
S to
PS
8)
(Similar SAE Grade Quenched and 8640 .O0% Max. 800°F.
to
Dia. O- 30-O2
Up
Wi" Tempered O0,-0 120,0- C3-38 Min. as Quenched
Hardness Re 47
S
10
IFI GRADE Steel, Low Carbon 1006 -60 Max. (Note: Hardness measured
of
CCC
1O0
OA--SS OEELS
1
C
of
Si
1.00% Max. are variable but usually
8)
Cr 11.-13.5% higher than "Annealed"
If
condition. maximum
2
is
3
IFI GRADE SS Stainless Steel, 302
Annealed -% Chromium 305 75,000 30,000 154 Min. -2 Min.
8% Ockel
&
COPPER COPPER AELOOS
C
1
IFI GRADE
%
C
2
IFI GRADE Commercial Cu90% 45,000 30,0- Elect. Cond. 44%
-ronze Znl0%
C
3
to
IFI GRADE Heading -rass Cu 63-70% 45,000 20,000 Elect. Cond. 2- 28%
-alance Zinc
and Others
H
TA-- (Concluded)
4
C
IFI GRADE Silicon -ronze Cu 9-96% Elect. Cond. 7O2%
Si
As-Fabricated 1.-3.75% 70,000 O,0-
Annealed Zn 1.5 Max. 5O000 25,000
&
ALUM-UM ALUM-UM AELOOS
Al
1
A
IFI GRADE Aluminum (2S) 99.0% Min. 13,000 5,000 Elect. Cond. 5-
-0- Condition Others (An, Fe,
Cu, Mn) 1.0%
Max.
2
A
IFI GRADE 17S-T4 Condition Cu 4.0% -,000 40,000 Elect. Cond. 30%
35
Mg 0.5%
Mn 0.5%
Al
-alance
3
A
IFI GRADE ELS-T4 Condition Cu 4.5% 68,000 4O000 Elect. Cond. 30%
Mn 0.6%
Mg 1.5%
Al
-alance
&
NICKEL NICKEL AELOOS
N
1
IFI GRADE Ockel
O 99.4% 68,0- 20,000 O6 Min.
N
2
IFI GRADE Monel O6-;Cu30% -1 Min.
Annealed Fe 1.4%; 75,000 O,000
Mnl%
N
3
IFI GRADE Inconel O7- -5 Min.
Cr
Annealed O%
Fe- 80,000 25,000
D RAWINGS AND SPECIFICATIONS
When the headed part has been designed, the designer alone knows what is
expected— the size, shape, material, the why, where and how the part will be
used. Before his design can be converted into a reality, his ideas must be
passed on to others responsible for bringing the part through the many
stages of production.
The drawings and specifications form this common ground of understand
ing between designer and producer. The drawing illustrates the part; it
shows the shape, dimensions, tolerances, and all the special features that can
be indicated diagrammatically. The specifications supplement the drawing
by describing the material, properties, treatments, coatings, and any other
requirements that cannot conveniently be shown on the drawing.
Sometimes parts become unnecessarily expensive due to incomplete or
ambiguous drawings and specifications. For this reason, a brief discussion
of good drafting practice is considered advisable.
DRAWINGS
All drawings should be clear, complete and legible. As many properly
dimensioned views as are required to show every detail of the part should
be included. It should never be necessary to calculate, scale, assume, or guess
any dimension, tolerance, or other feature important enough to require con
trol in manufacture.
Most headed parts are relatively small, so the drawing also may be small.
Use of standard 8%" x 11" (letter size) sheets is recommended wherever
possible. When drawings are too large, they become difficult to handle, re
quiring folding for more convenient use, thus introducing the possibility of
overlooking some pertinent note or other detail.
Wherever possible, each part should be detailed on a separate sheet; com
bining parts on the same drawing invites errors in manufacture. Each draw
ing should be properly identified with a number and a date, and each sub
sequent revision dated. Attention to these details will avoid many potential
sources of error.
SPECIFICATIONS
Specifications need not be long; if possible, it is advisable to incorporate
them into the drawing. Only vital factors should be included because, in
cold and hot heading, in other manufacturing processes, each additional
as
67
specification, therefore, includes only such items as are necessary to assure
end usefulness.
Often it is necessary to refer to existing standards and specifications when
noting material, properties, test procedures, treatments, or other characteris
tics. When such reference is made, special care should be taken to note the
source of the specification, so the producer can readily obtain a copy. This
will not only avoid chances of error, but it will be a real time-saver, permitting
the producer to process the inquiry or order more quickly.
DIMENSIONS
Any surfaces or points having definite relation to each other, or which
control the location of other component or mating parts in the assembly
should be dimensioned.
Decimal dimensioning is preferable for dimensions which must be held
to close limits. Other dimensions, not critical to the proper functioning of
the part, may be shown in either decimals or fractions, to suit individual
preferences.
no!
good!
3/16 1/2 2 1/2
3/16 .J/2.
Fig. 25
la
ances of the other dimensions. BASE LINE IS LARGEST
DIAMETER OF UPSET
BASE LINES
It is good dimensioning
Fig. 26
r— £
CENTER LINE
The majority of upset parts are concentric (symmetrical) about a lon
gitudinal center line, and consequently this best serves as the base line from
which to dimension surfaces or points parallel to
I
4 it.
Diameters are shown straddling the center
} line, but not referenced directly to it. Offsets as
shown in Fig. 27, and other non-symmetrical
.3/4. sections, should be tied in with the main center
Fig. 27 line.
TOLERANCES
The final cost of a part often is measured in
terms of tolerances; therefore they should be to *
490
realistic. Specifying tolerances closer than the
application demands can be a costly practice.
Actually, the only justifiable tolerances are those
which, if exceeded, render the part unusable. »r
8 +1
.010+. u>
Tolerance limits are shown in three different 500'
69
means of anote referenced directly to the applicable surface, and specifying
the total dial indicator reading. One-half of this reading gives the amount ot
concentricity. Requirements for concentricity and eccentricity should
specify not only the point at which the reading is taken but the line to which
the readings are related.
THREADS
Screw threads are classified and distinguished from each other by the
number of threads per inch of length applied to a specific diameter. Screw
threads are highly standardized dimensionally and the available selection
of thread series and classes of thread fit is so extensive that very seldom should
it be necessary for the designer to deviate from a recognized standard.
The majority of all threaded items are sup
plied with one of two thread series— coarse
thread series (UNC or NC), and fine thread
series (UNF or NF). The coarse thread series is PICTORIAL
1 r°95
.005x45•
1/2-13 UNC 2A
P.D. .4485-4435
'
BEF. PLT6.
P.D. .4500 MAX. AFTER PLT6.
5/8-
PD
II UNC 2A DOUBLE
56 44-5589
\ 3/8-16 UNC 2A LH-*
Fig. 31
71
When thread length is designated as minimum only, the producer assumes
he is permitted to supply as much thread beyond this minimum as suits his
method of manufacture. A maximum dimension only for thread length should
be avoided, unless accompanied by other data. Specifying a range, such as
V/z" to 2", gives the producer more latitude, and may result in low costs.
(Fig. 35)
Fig. 35
1.1/4 TO 1 3/4
FILLETS FULL THREAD
DRILLED HOLES
s
Holes to be drilled in the part Fig. 37
should have the diameter given, fol .125 DRILL
FULL LGTH.
lowed by the word denoting the opera
tion. For counterbores the diameter
and depth should be shown. When
countersinks are required to smooth CTBRr~BOTH ENDS
3/16 DlA x i/8 DEEP
the edge of a drilled hole and remove
possible burrs simply note "Counter
sink for burr removal." ( Fig. 37 ) Func <&
tional countersinks should show the in
cluded angle and surface diameter 2.760
2 750
either by dimensions or notes.
Fig. 38
The location of drilled holes, whether through the upset or through the
shank, is generally dimensioned from the largest diameter in the upset closest
to the hole. (Fig. 38)
KNURLING
Knurling is used for one of two reasons— to provide a definite grip or bite
when assembling into a mating part, or to offer a roughened surface to fa
cilitate gripping with fingers or wrench. Usually simple indication of the style
of knurl desired is satisfactory when knurling for the latter purpose. A func
tional knurl, however, on which proper assembly may be dependent, is a
critical requirement and, as such, it should be dimensioned adequately, as
shown in Fig. 39.
The drawing should show, in addi •STRAIGHT KNURL
tion to the type of knurl desired, any APPROX. 16 TEETH
POINTS
Whenever a point is not required, it is best to omit
it,
and the drawing
should show the part with squared end.
a
point POINT
is
a
Fig. 40
chamfered point with the note "Point"
referenced to it, as shown in Fig. 40.
Special points, when required,
nr
E3DtE3X)
should be dimensioned carefully and
completely. Length, diameter, in
cluded angle, and any other important
requirements should be shown. See
Fig. 41.
Fig. 41
IDENTIFICATION
Identification marks should be on
top of the head or upset, and may be of
any shape, form, or lettering desired.
3
Raised markings are preferred. (Fig. RAISED MARKING
LOCATION OPTIONAL
42) Fig. 42
73
GENERAL NOTES
Notes are supplementary to dimensioning, and are used to indicate in
formation relative to the illustrated part. Usual drafting practice is to place all
general notes above or to the left of the title block.
Suggested information which might be given by general notes is as
follows :
( 1 ) Material: The grade of material or the part's end properties, with addi
tional data when necessary, such as hardness range, tensile strength,
surface hardness ( if case hardened ) , or any other special property re
quired to assure proper functioning of the part.
(2) Coatings and Finishes: The type and thickness of coating, if protective;
and the type alone, if decorative. If the part is to be plated, another note
to the effect that dimensions should be met before or after plating is
necessary. Usual practice is to meet dimensional requirements after
plating. For the most economical plating, specify "Commercial Plating."
(3) Acceptable tolerances where none are specified on the drawing.
(4) Acceptable fillet radii where none are specified on the drawing.
( 5 ) End use of the part. A short description indicating how and where the
part will be used is of tremendous help to the producer. Knowing the
end use of the part, he often is able to suggest slight changes in the
design, to make possible new savings without sacrifice of end usefulness.
2/1CI- 3NHV3
Od S»>»- SC»».3U0i3fl SNIlVId
Od OOS».XVN M31JV 6NUVH
Si
Some of the shapes made by hot heading.
70
Effect of electroplating on
dimensions
It must not be assumed that specifying .0002" of cadmium plating, for in
stance, means that on round parts an allowance of .0004" for plating on the
diameter is all that is required. In the electroplating process, the metal does
not deposit uniformily upon all the areas of the part being plated. The
variation in rate of deposit upon the various areas of the part is influenced
by many factors, some of which are listed below:
77
(5) In rack plating, with special precautions, the variations can be kept
lower, but it may be very expensive to keep it below 100 per cent. An
extreme example, because of the length of the bolt, of what happens
when a bolt is plated is shown in the case of %"— 16 x 6" hex head bolts,
plated to a minimum of .0002". The range of plated thicknesses shown
in Fig. 46, below, are taken from various pieces in a one-barrel lot.
\
.0006-0010
.0002- .0003 -.00045-0007
£.
-a: 00035-0006 .0003- .0005 0006-.00I0-
Fig. 46
(6) In the specific case of external threads, the plating is thickest at the top
of the thread and tapers down to the root, causing a slight change in the
thread's angle. On internal threads, the plate is heaviest at the root diam
eter of the thread and tapers down to the major diameter of the thread,
altering the angle of the thread slightly, but in the opposite direction
from the alteration of a plated bolt.
( 7 ) A unit thickness of plating on the wall or flank
of the thread increases the pitch diameter by
PLATING four times that thickness, i.e., .0002" of plate
CHANGE IN DIMENSION IN
THICKNESS
,— DIRECTION IN WHICH P. D increases the pitch diameter by .0008". A study
IS MEASURED
of the geometry of this situation, as indicated
in Fig. 47, left, shows the reason for this: If,
however, the plating thickness is specified as
a minimum thickness, the allowance on pitch
diameter should be six times the minimum
Fig. 47
thickness, or .0012", to allow for plating thick
ness variations.
78
Corrosion
Finish Color Characteristics and Uses
Resistance
Bluing Blue Very slight Thin, clear, blue oxide film produced by
heat treating
Copper (Electroplated) Copper Fair Good appearance for color matching; used
under nickel to increase corrosion
resistance of base metal
Ebonol Jet black Slight on steel Non-soiling jet black finish for steel,
"C," "S," "Z" Satin or waxed Good on copper copper, brass. Also jet black on
and zinc electroplated copper and brass
Hot Dipped Galvanize Silver gray Excellent Good rust resistance for steel. Not
recommended for small threaded items
Hot Dipped Tin Bright silver gray Good Heavy coating, excellent soldering base
Japanning Various colors Excellent Baked enamel finish for color match
Phosphate Coating Dull gray Good, excellent Chemical process for rustproofing steel;
with oil dip undercoat bond for paint
Parkerizing Dull gray Good, excellent Chemical process for rustproofing steel ;
with oil dip undercoat bond for paint
Tin (Electroplated) Silver gray matte or Good Coating for parts contacting food
bright burnished
80
APPENDIX
CORROSION GUIDE
VOLUME FORMULAE
81
HARDNESS CONVERSION TABLE
BRINELL ROCKWELL
TENSILE
STRENGTH
Oia. in mm. C Scale 160 Kg. B Scale 100 Kg.
Hardness 1000 p.s.i.
3000 Kg. Load Lead 120 Deg. Load Vu in.
Number
10 mm. Ball Diamond Cone Diamond Ball
82
MATERIAL WEIGHT CONVERSION TABLE
POUNDS CONVERSION
MATERIAL IFI GRADE NO.
Per Cu. In. FACTOR
83
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85
CORROSION GUIDE AND RESISTANCE
OF TYPICAL MATERIALS TO VARIOUS EXPOSURES
Acetylene NG G E E
Alcohols E E E E
Alums G G NG F
Ammonia gas NG E E
Ammonium hydroxide NG NG F E E
Ammonium phosphate (ammoniacal) NG NG G E E
Ammonium sulfate F G G E
Asphalt E E G E
Benzine E E E E
Borax G E E E
Boric acid G E F G
Butane, butylene, butadiene E E E E
Carbon tetrachloride E E E E
Chlorine (wet) NG F F NG NG
Chromic acid NG NG F F G
Citric acid G G F G
Coke oven gas F G E E
Copper sulfate NG F F E E
Creosote G E E E
Ethers E E E E
Formaldehyde G E E E
Freon E E E E
Gasoline (refined) E E E E
Glucose E E E E
Glycerine or glycerol E E E E
Hydrochloric acid NG F F NG NG
Hydrofluoric acid F E NG NG
Hydrogen E E E E
Hydrogen peroxide NG F G E E
Hydrogen sulfide NG F F G
(wet and aqueous solution)
86
CORROSION GUIDE AND RESISTANCE
OF TYPICAL MATERIALS TO VARIOUS EXPOSURES
Mercuric chloride NG NG NG NG NG
Mercury NG NG G E
Milk F F F E
Natural gas G E E E
Nitric acid NG NG NG G
Oxalic acid F G E G
Oxygen E E E E
Petroleum oils (refined) E E E E
Phosphoric acid, 50, 85 percent NG G G NG NG
Picric acid NG NG NG E
Potassium chloride F G E G
Propane E E E E
Rosin (light) NG NG G E
Shellac G E E E
Soda ash (sodium carbonate) G G E E
Sodium chloride F G E G
Sodium cyanide NG NG G E
Sodium hydroxide NG F E E
Sodium sulfate G E E E
Sludge acid NG G G NG NG
Sulfate liquors NG NG G E
Sulfur NG F F E
Sulfur dioxide (wet) NG G NG NG G
Sulfuric acid 10 percent NG G G NG NG
Trichloroethylene E E E E E
Turpentine F E E G E
Varnish G G E E E
Vegetable oils G G E E E
Vinegar F G G F G
Water (fresh) F G E E E
Water (salt) F G E F G
Zinc chloride NG G E NG NG
87
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KS-
FRACTIONS AND DECIMAL EQUIVALENTS
.015625 £^.515625
.03125
O
.046875 ©-.546875
.0625 ^^.5625
.078125 .578125
.09375 ^-.59375
I09375 ©-.609375
125 ^^.625
140625
15625
171875 .671875
1875 .6875
.203125 .703125
.21875 .71875
.234375
.25
.265625 .765625
.28125 .78125
.296875 .796875
.3125 .8125
.328125 .828125
.34375 r.84375
.359375 ©-.859375
.375 ^-.875
.890625
.90625
.921875
.9375
.453125 .953125
.46875 .96875
.484375 .984375
.5 I.
SPONSORS
This publication has been made possible through the cooperation of the
members of the Industrial Fasteners Institute and suppliers of machinery
and raw materials essential to the manufacture of industrial fasteners.
INSTITUTE MEMBERS
American-Monarch Corporation, Cleveland 5, Ohio
90
Klincher Locknut Corporation, Indianapolis 18, Indiana
Republic Steel Corporation, Bolt and Nut Division, Cleveland 13, Ohio
Russell, Burdsall & Ward Bolt and Nut Co., Port Chester, New York
St. Louis Screw & Bolt Co., St. Louis 15, Missouri
91
Tinnerman Products, Inc., Cleveland 1, Ohio
SUPPLIERS
Wire and Wire Products
Machinery
The Waterbury Farrel Foundry & Machine Co., Waterbury 20, Connecticut
92
INDEX
A PAGE F PACE
c: G
Collars 38 Grooving 47
Reheaders 21
Solid Die 19
Design Recommendations, Summary . . . .40-41
Transfer 19
Designing for Secondary Operations 45-52
Heading
Designing Parts for Heading 25-41
Advantages 7, 11
Diameters of material for heading 26
Dies
Cold 17-22
Definition 9
Life of 14
93
INDEX (Continued)
I PAGE T PACE
S Turning 49
Scrap Savings 44
U
Screw Threads 70-72, 84-85
Shaving 47
Shoulders 32 V
Slotting 37, 47
Volume of Material in Upset 26-28
Specifications 67
Volume Formulae Illustrations 88
Specifying Material 62
94
APPLICATION INDEX
APPL. NO. PRODUCT PACE APPL. NO. PRODUCT PAGE
3. Automobile Clutch Spacer Stud 12 33. Mounting Bolt for Air Conditioner 43
9. Hinge Pin for Auto Door 16 39. Head Screw for Camera 46
10. Ridged-head Lock Screw 16 40. Regulator Lever Pin for Auto Heater . . .46
12. Shaft for Nylon Rollers 18 42. Stud for Kitchen Cabinet .'~r 50
13. Adjusting Screw for Sewing Machine. ... 18 43. Hex-head Pull Switch Armature 52
14. Steel Mainspring Plunger 27 44. Brass Dowel Stud for Battery 52
20. Center Post for Auto Cigarette Lighter. .35 50. Valve Stem 61
23. Folding Furniture Fastener 38 53. Lock Pin for Window Frame 68
25. Post for Small Transformer 39 55. Terminal for Light Switch 70
26. Terminal for Auto Oil Condenser 39 56. Stud for Typewriter Ribbons 70
29. Rubber Grommet Insert 42 59. Special Hex Head Shoulder Bolt 79
30. Part for Electric Sweeper 42 60. Special Hex Taper Head Bolt 79
95