BTEB Machinist study materials
BTEB Machinist study resources

BTEB Machinist cheat sheet

BTEB Machinist · Keep the key ideas within reach.

Quick reference

Machining Fundamentals and Workshop Safety

  • Cutting speed formula: V = πDN/1000, where V is in m/min, D is workpiece or cutter diameter in mm, and N is spindle speed in rpm.

  • Feed rate for milling: f = fz × z × N, where fz is feed per tooth in mm, z is the number of teeth, and N is spindle speed in rpm.

  • Machining time for turning: T = L/(f × N), where L is the total tool travel in mm including approach and overtravel, f is feed in mm/rev, and N is rpm.

  • Chip thickness ratio r = t1/t2 (uncut chip thickness divided by actual chip thickness); r is always less than 1 because chip shortening accompanies chip thickening.

  • Safety colour code: red marks fire-fighting equipment and prohibition, yellow marks caution and physical hazards, blue marks mandatory actions, green marks safe conditions and first aid.

  • Machine guards must remain interlocked; a guard removed for maintenance is replaced and tested before the machine is re-energised and returned to production.

  • Personal protective equipment for lathe and mill work: safety glasses with side shields, close-fitting clothing, no gloves near rotating spindles, and closed-toe safety footwear.

  • Housekeeping rule: chips are cleared with a brush or hook, never by hand or compressed air near moving parts, and oily rags go into a lidded metal container.

  • Fire classes: A for solid combustibles, B for flammable liquids, C for electrical equipment, D for combustible metals; water is never used on class B, C, or D fires.

Quick reference

Bench Work

  • Hacksaw blade selection: 14 teeth per inch for thick sections and soft metals, 18 tpi for general work, 24 to 32 tpi for thin tube, sheet, and hard alloys.

  • At least three teeth must be in contact with the work at all times; otherwise teeth straddle the edge and strip.

  • Filing rule: pressure is applied on the forward stroke only; the return stroke is light to preserve the teeth and keep the file flat.

  • Cross-cut files cut on both strokes and are used for rapid stock removal; single-cut files cut on one stroke and give a smoother finish.

  • A file card (wire brush) cleans pinning from file teeth; files are never tapped hard against the bench because they crack and shatter.

  • Tap drill size for metric threads: drill diameter ≈ major diameter − pitch (e.g. M10 × 1.5 uses a 8.5 mm drill).

  • Tapping sequence: taper tap first, then plug tap, then bottoming tap for blind holes; lubricant is applied and the tap is reversed a quarter turn to break chips.

  • Scraping removes high spots revealed by marking compound on a surface plate; a typical bearing check aims for 20 to 25 contact spots per 25 mm square.

  • Chisel and punch heads are dressed to remove mushrooming; a mushroomed head is a flying-fragment hazard and the tool is reground or discarded.

Quick reference

Fitting and Measurement

  • Least count of a vernier calliper = main scale division − vernier scale division; for a 0.02 mm calliper, 49 main divisions equal 50 vernier divisions.

  • Vernier reading = main scale value at the zero of the vernier + (vernier coincidence number × least count).

  • Micrometer least count = pitch of screw / number of divisions on thimble; a 0.5 mm pitch screw with a 50-division thimble reads 0.01 mm.

  • Micrometer reading = barrel reading + (thimble division × least count); a zero error is added or subtracted according to its sign.

  • A dial test indicator reads relative displacement only; a dial gauge with 0.01 mm graduation and 10 mm range is used for runout and alignment checks.

  • Limits and fits: clearance fit has the hole minimum above the shaft maximum; interference fit has the shaft minimum above the hole maximum; transition fit overlaps both.

  • Hole-basis system is preferred in production because holes are made with fixed-size reamers and drills while shafts are turned to size.

  • Surface roughness Ra is the arithmetic mean deviation of the profile; a typical turned finish is Ra 1.6 to 3.2 µm, ground finish 0.4 to 0.8 µm.

  • Go and No-Go gauges: the Go gauge must enter or assemble with the full length of the feature; the No-Go gauge must not enter more than two turns on a thread.

Quick reference

Lathe and Machine Tool Operations

  • Lathe operations: facing, plain turning, taper turning, knurling, threading, drilling, boring, parting off, and form turning.

  • Taper turning by swivelling the compound rest suits short steep tapers; the setting angle α = tan⁻¹((D − d)/(2L)).

  • Tailstock set-over for a taper: S = L × (D − d)/(2l), where L is the total workpiece length and l is the taper length.

  • Taper turning with a taper attachment suits long shallow tapers and avoids tailstock offset that causes centre misalignment.

  • Thread cutting requires the half-nut to engage the leadscrew at the same spindle position each pass, using the thread-chasing dial or by reversing the spindle.

  • Thread depth for a metric 60° thread: depth ≈ 0.6134 × pitch; the minor diameter ≈ major diameter − 1.2268 × pitch.

  • Four-jaw independent chuck is used for irregular and heavy work and for accurate setting of eccentric parts; a three-jaw self-centring chuck repeats within about 0.05 mm.

  • Parting-off rules: low spindle speed, plenty of coolant, tool exactly on centre, and a rigid setup to avoid chatter and tool breakage.

  • Milling: climb milling gives a better finish but requires a backlash-free table feed; conventional milling is safer on older machines with backlash.

Quick reference

Maintenance

  • Daily checks before start-up: lubricant levels, coolant level and concentration, air pressure, guard condition, and emergency-stop function.

  • Planned preventive maintenance intervals follow the manufacturer's schedule; bearings and slides are lubricated per the recommended grade and interval, not by guesswork.

  • Coolant concentration is checked with a refractometer; too lean causes corrosion and tool wear, too rich causes skin irritation and foaming.

  • Spindle runout is checked with a dial test indicator on a test mandrel; excessive runout indicates worn bearings or a damaged taper.

  • Lathe bed wear is checked by measuring the saddle drop with a dial gauge along the bed; the wear is greatest near the headstock where cutting is heaviest.

  • Leadscrew and half-nut wear shows as inaccurate thread pitch; backlash is measured with a dial indicator and adjusted per the machine manual.

  • Belt tension is set so the belt deflects a small amount under thumb pressure at mid-span; overtight belts load bearings and undertight belts slip.

  • Lockout/tagout: isolate the machine, lock the isolator, tag it, and verify zero energy before any maintenance inside a guarded area.

  • Vibration and abnormal noise are early failure indicators for bearings; record them and investigate before a breakdown stops production.

Quick reference

Materials and Trade Practice

  • Plain carbon steel classification: low carbon up to about 0.3% C, medium carbon 0.3 to 0.6% C, high carbon 0.6 to 1.4% C.

  • Cast iron contains 2 to 4% carbon; grey cast iron has flake graphite and good damping, white cast iron has cementite and is hard and brittle.

  • Cutting speed order, slowest to fastest: high-carbon and alloy steels, cast iron, free-machining mild steel, aluminium, brass.

  • Carbide tools run at roughly three to five times the cutting speed of high-speed steel on the same material and withstand higher temperatures.

  • Hardening: heat to the austenitising temperature for the steel, quench in the specified medium (water, oil, or air), then temper to relieve stress and set toughness.

  • Case hardening adds a hard wear-resistant skin to a tough low-carbon core by carburising, nitriding, or induction hardening.

  • Allowance for a machined surface: rough machining leaves about 0.5 to 1 mm per side, finish machining 0.1 to 0.3 mm per side.

  • Workshop drawing convention: first-angle projection places the view from above below the front view; third-angle places it above.

  • Standard fits are designated by hole and shaft tolerance letters and grades, for example H7/g6 for a close running fit and H7/p6 for an interference fit.