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- Jan 6, 2017
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As to downsides of threading upside down.
The lathe was designed with the intent that the cutting forces be directed downward, into the tool, though the toolpost, compound and cross slides, then into the bed-ways. Because of this, they designed the compound and cross slide dovetails with the flat, precise, oily, load bearing surfaces facing up, to absorb these forces with minimal wear.
They put the angled surfaces of the dovetails, and the gibs below, away from cutting forces. Since the angled surfaces and gibs are designed control alignment and sliding clearances, the designers decided to put them where they would be subject to less cutting forces and wear.
The bed-ways were put on top of the bed, for the same reason. Cutting forces end up transmitted into the hardened, precision ground, polished and oiled bed-ways.
When you cut upside down and backwards, the forces are imparted upwards on the tool. In the lifting direction. So, the cutting forces are no longer transmitted through the precision ground, polished and hardened surfaces, but are transmitted through the much smaller angled dovetail surfaces and gibs. (p=f/a or pressure=force divided by area). So, in that simple formula p=f/a, when you reduce the numeric value for the denominator (a), you increase the value for p. So the same cutting forces result in significantly more pressure on lathe parts, and it is transmitted into parts that are not hardened, precision ground, and scraped to hold oil.
Also, consider. The final point where those forces are transferred into the bed, is the gib on the underside of the front of the saddle. That force is transmitted with an upward vector, and with a much higher value for p, due to that gibs much smaller value for a. In most of your (and my) lathe's, that gib isn't hardened, and in some cases, as it wears, it's not adjustable, but may need replaced if it wears sufficiently that the saddle starts to lift while threading backwards.
Now, all that being said, I still believe those are very minor downsides for most hobby machinists. Because we're threading with low cutting forces, finer pitches, and infrequently enough to wear things out with those low cutting forces.
I wouldn't be a bit afraid to thread upside down for most stuff. But if I were going to be threading a few hundred 1 foot long rods with 4 pitch ACME threads, I wouldn't do it. Or if I had a small lathe with non adjustable and/or hard to replace saddle, cross slide and compound rest gibs, I might not want to use that method.
For some, perhaps the juice is worth the squeeze. Some circumstances may allow for it, but other circumstances may not.
Another consideration is lathe design. I don't know much about Southbend Lathes but I recall a post on practical machinist indicating that they do not have a frontside undermount gib to prevent lifting.
Quote from a post on Practical Machinist:
"The smaller SouthBend lathes, 9" & 10" at least, don't have anything at the front of the saddle to prevent lifting. Just a bolt on gib strip under the rear shears.".
Im not familiar with Southbend, and have no idea what, or where the "rear shears" are, but If this is true, those Southbend models and any others sharing that design, might not give the best results if one chooses to thread upside down using one.
The lathe was designed with the intent that the cutting forces be directed downward, into the tool, though the toolpost, compound and cross slides, then into the bed-ways. Because of this, they designed the compound and cross slide dovetails with the flat, precise, oily, load bearing surfaces facing up, to absorb these forces with minimal wear.
They put the angled surfaces of the dovetails, and the gibs below, away from cutting forces. Since the angled surfaces and gibs are designed control alignment and sliding clearances, the designers decided to put them where they would be subject to less cutting forces and wear.
The bed-ways were put on top of the bed, for the same reason. Cutting forces end up transmitted into the hardened, precision ground, polished and oiled bed-ways.
When you cut upside down and backwards, the forces are imparted upwards on the tool. In the lifting direction. So, the cutting forces are no longer transmitted through the precision ground, polished and hardened surfaces, but are transmitted through the much smaller angled dovetail surfaces and gibs. (p=f/a or pressure=force divided by area). So, in that simple formula p=f/a, when you reduce the numeric value for the denominator (a), you increase the value for p. So the same cutting forces result in significantly more pressure on lathe parts, and it is transmitted into parts that are not hardened, precision ground, and scraped to hold oil.
Also, consider. The final point where those forces are transferred into the bed, is the gib on the underside of the front of the saddle. That force is transmitted with an upward vector, and with a much higher value for p, due to that gibs much smaller value for a. In most of your (and my) lathe's, that gib isn't hardened, and in some cases, as it wears, it's not adjustable, but may need replaced if it wears sufficiently that the saddle starts to lift while threading backwards.
Now, all that being said, I still believe those are very minor downsides for most hobby machinists. Because we're threading with low cutting forces, finer pitches, and infrequently enough to wear things out with those low cutting forces.
I wouldn't be a bit afraid to thread upside down for most stuff. But if I were going to be threading a few hundred 1 foot long rods with 4 pitch ACME threads, I wouldn't do it. Or if I had a small lathe with non adjustable and/or hard to replace saddle, cross slide and compound rest gibs, I might not want to use that method.
For some, perhaps the juice is worth the squeeze. Some circumstances may allow for it, but other circumstances may not.
Another consideration is lathe design. I don't know much about Southbend Lathes but I recall a post on practical machinist indicating that they do not have a frontside undermount gib to prevent lifting.
Quote from a post on Practical Machinist:
"The smaller SouthBend lathes, 9" & 10" at least, don't have anything at the front of the saddle to prevent lifting. Just a bolt on gib strip under the rear shears.".
Im not familiar with Southbend, and have no idea what, or where the "rear shears" are, but If this is true, those Southbend models and any others sharing that design, might not give the best results if one chooses to thread upside down using one.
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