BIZOMAT MAKEOS · Threads

Tapping Plan (Tap Drill, Thread Percentage, Speed and Cycle Time)

What tap drill gives the thread percentage I want, what percentage will the drill I have give, and how long does a batch of tapped holes take?

Plan of a tapping operation for a metric thread: the tap drill for a target thread percentage for cut or formed taps and the basic minor diameter (as the tap drill tool), the percentage the drill you actually have gives, spindle speed from tapping speed held to the machine maximum, synchronous feed and forward time (as the tapping feed tool), reverse time at the retract speed multiple, and the batch time.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Thread diametermmNominal diameter of the thread.
PitchmmThread pitch.
Thread percentage wanted%Thread engagement wanted (about 65–75% for cut taps; higher for forming taps).
Tap typechoiceCutting or forming tap (forming taps need a larger hole).
Drill you have (0 = use the calculated size)mmDrill size available; 0 uses the calculated size.
Smallest thread percentage accepted%Lowest thread percentage you accept (strength).
Largest thread percentage accepted%Highest thread percentage you accept (tap breakage, torque).
Tapping speedm/minTapping speed for the tap and material.
Largest tapping spindle speedrpmHighest spindle speed for tapping on the machine.
Thread depthmmDepth of full thread.
Retract speed ÷ forward speedRetract speed as a multiple of the forward speed.
Positioning and dwell per holesRapid positioning and dwell per hole.
Holes in the batchNumber of holes to tap.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Thread diameter
Illustration: Thread diameterA screw-thread profile with crests and roots, the pitch from crest to crest and the major and minor diameters, for Thread diameter.pitchmajorminorDExample: 10 mmThread diameter
What it is
The nominal (major) diameter of the thread being tapped, the M number for metric threads.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 200 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 10 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Spindle speed for a given tapping speed is inversely proportional to it.
What this means: Pitch
Illustration: PitchA screw-thread profile with crests and roots, the pitch from crest to crest and the major and minor diameters, for Pitch.pitchmajorminorPExample: 1.5 mmPitch
What it is
The axial distance between thread crests. The tap advances one pitch per revolution, so it sets the synchronous feed.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 10 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.5 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Feed is proportional to pitch, so forward time falls as pitch grows.
Get it right
For inch threads convert TPI: pitch = 25.4 ÷ TPI.
What this means: Thread percentage wanted
Illustration: Thread percentage wantedA bar of 100 parts with the share marked; Thread percentage wanted is that share out of 100. The bar follows the value you type.0 %100 %Example: 75%Thread percentage wanted
What it is
The thread percentage you want: how much of the full basic thread depth the hole leaves for the tap to form. It sets the calculated tap drill size.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 40% to 100%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 75% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A higher percentage gives a smaller tap drill.
Get it right
Type the percentage itself, for example 75, not 0.75.
What this means: Tap type
Illustration: Tap typeThe options for Tap type, with the one currently selected highlighted.Cutting tapForming (roll) tapExample: Cutting tapTap type
What it is
Whether the thread is made by a cutting tap, which removes metal, or a forming tap, which displaces it. Forming taps need a larger pre-drilled hole.
Units and format
Choose one of 2 options from the list: Cutting tap; Forming (roll) tap.
Example
The form opens with “Cutting tap” selected as a worked example. Choose the option that matches your case.
What this means: Drill you have (0 = use the calculated size)
Illustration: Drill you have (0 = use the calculated size)A circle with a line straight through its centre from edge to edge, marking the diameter Drill you have (0 = use the calculated size).Ømeasured acrossthe centreExample: 8.5 mmDrill you have (0 = use the calculated size)
What it is
The drill size you actually have or intend to use. The thread percentage it gives is checked against your limits.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 200 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 8.5 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Enter 0 to use the calculated tap drill size.
What this means: Smallest thread percentage accepted
Illustration: Smallest thread percentage acceptedA bar of 100 parts with the share marked; Smallest thread percentage accepted is that share out of 100. The bar follows the value you type.0 %100 %Example: 60%Smallest thread percentage accepted
What it is
The lowest thread percentage you accept, set by the thread strength you need. Take it from your design rules.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 0% to 100%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 60% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
What this means: Largest thread percentage accepted
Illustration: Largest thread percentage acceptedA bar of 100 parts with the share marked; Largest thread percentage accepted is that share out of 100. The bar follows the value you type.0 %100 %Example: 80%Largest thread percentage accepted
What it is
The highest thread percentage you accept, set by tap torque and breakage risk. Take it from your design rules or tap supplier.
Units and format
Enter a number in %: percent: the number is read as a percentage, so type 8 for 8 %. The form accepts 1% to 110%. Required: the tool does not calculate until every input is valid.
Example
The form opens with 80% as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It must be above the smallest percentage, or the tool stops.
What this means: Tapping speed
Illustration: Tapping speedA marker moving along a track; Tapping speed is the distance it covers per unit of time.v_cdistance ÷ timeExample: 10 m/minTapping speed
What it is
The surface speed at the tap’s major diameter, from the tap maker’s data for your material.
Units and format
Enter a number in m/min: metres per minute. The form accepts 0.000001 m/min to 100 m/min. Required: the tool does not calculate until every input is valid.
Example
The form opens with 10 m/min as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Spindle speed and feed rise in proportion until the machine limit, shortening forward time.
What this means: Largest tapping spindle speed
Illustration: Largest tapping spindle speedA turning disc with a marker; Largest tapping spindle speed is how many full turns it makes in each minute.turns of the shaftper minuten maxExample: 2000 rpmLargest tapping spindle speed
What it is
The highest spindle speed the machine allows for rigid or synchronous tapping.
Units and format
Enter a number in rpm: revolutions per minute. The form accepts 0.000001 rpm to 100000 rpm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2000 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Machines often limit tapping speed below their maximum spindle speed; use the tapping limit.
What this means: Thread depth
Illustration: Thread depthA surface with a step cut into it and a dimension from the original surface down to the bottom of the step, marking Thread depth.doriginal surfaceExample: 15 mmThread depth
What it is
The depth of full thread to be tapped, measured from the top of the hole.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 500 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 15 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Forward and retract times are proportional to it.
What this means: Retract speed ÷ forward speed
Illustration: Retract speed ÷ forward speedTwo wheels of different sizes linked together; Retract speed ÷ forward speed compares one with the other.iExample: 2Retract speed ÷ forward speed
What it is
How many times faster the tap retracts than it feeds in, as set in the tapping cycle.
Units and format
Enter a plain number with no unit. The form accepts 1 to 5. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
A ratio, not a speed: 2 means retract at twice the forward speed.
What this means: Positioning and dwell per hole
Illustration: Positioning and dwell per holeA timeline from a start mark to an end mark; Positioning and dwell per hole is the time between them.startendtExample: 2 sPositioning and dwell per hole
What it is
The non-tapping time per hole: rapid positioning to the hole, dwell at the bottom and any reversal delay.
Units and format
Enter a number in s: seconds. The form accepts 0 s to 600 s. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2 s as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Enter seconds per hole.
What this means: Holes in the batch
Illustration: Holes in the batchA row of identical items being counted; Holes in the batch is how many there are.nExample: 100Holes in the batch
What it is
The number of holes to tap in the batch.
Units and format
Enter a plain number with no unit. The form accepts 1 to 1000000. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 100 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Batch time rises in proportion.

Method and formulas

  1. Tap drill = D − k × percentage × P, with k = 0.01299 (cut) or 0.0068 (form) per percent; basic minor diameter = D − 1.0825P (as the tap drill tool).
  2. Percentage given by a drill = (D − drill) ÷ (k P).
  3. n = min(1000 v_c ÷ π D, n_max); feed = P × n; forward time = depth ÷ feed (as the tapping feed tool); retract time = forward time ÷ retract multiple.
  4. Example: 8.5386 mm gives 75%; a 8.5 mm drill gives 76.982%. At 318.31 rpm a batch of 100 takes 8.0457 min.

Limitations

  • Basic 60° metric thread; hole size in tough or soft materials may need adjusting.
  • Thread percentage relates to engagement, not directly to strength; 75% gives most of the full strength.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Choose a tap drill for strength or tap life
  • Check a standard drill’s thread percentage
  • Estimate tapping time for a batch

Who it is for

  • CNC machinists
  • Process planners
  • CNC programmers

What you get

  • Tap drill for the target and the drill’s actual percentage
  • Spindle speed and synchronous feed
  • Time per hole and per batch

Interpreting the result

  • Raising thread percentage above about 75% adds little strength but much more tapping torque.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 2029–2036. Topic reference; no source tables or recommended settings are reproduced.

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Open the Tapping Plan (Tap Drill, Thread Percentage, Speed and Cycle Time) calculator