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A shaper is a type of
machine tool A machine tool is a machine for handling or machining metal or other rigid materials, usually by cutting, boring, grinding, shearing, or other forms of deformations. Machine tools employ some sort of tool that does the cutting or shaping. Al ...
that uses
linear Linearity is the property of a mathematical relationship ('' function'') that can be graphically represented as a straight line. Linearity is closely related to '' proportionality''. Examples in physics include rectilinear motion, the linear ...
relative motion between the workpiece and a single-point cutting tool to
machine A machine is a physical system using power to apply forces and control movement to perform an action. The term is commonly applied to artificial devices, such as those employing engines or motors, but also to natural biological macromolecul ...
a linear toolpath. Its cut is analogous to that of a
lathe A lathe () is a machine tool that rotates a workpiece about an axis of rotation to perform various operations such as cutting, sanding, knurling, drilling, deformation, facing, and turning, with tools that are applied to the workpiece ...
, except that it is (archetypally) linear instead of helical. A wood shaper is a functionally different woodworking tool, typically with a powered rotating cutting head and manually fed workpiece, usually known simply as a ''shaper'' in
North America North America is a continent in the Northern Hemisphere and almost entirely within the Western Hemisphere. It is bordered to the north by the Arctic Ocean, to the east by the Atlantic Ocean, to the southeast by South America and th ...
and ''spindle moulder'' in the UK. A metalworking shaper is somewhat analogous to a metalworking planer, with the cutter riding a ram that moves relative to a stationary workpiece, rather than the workpiece moving beneath the cutter. The ram is typically actuated by a mechanical crank inside the column, though hydraulically actuated shapers are increasingly used. Adding axes of motion to a shaper can yield helical tool paths, as also done in helical planing.


Process

A single-point cutting tool is rigidly held in the tool holder, which is mounted on the ram. The work piece is rigidly held in a vise or clamped directly on the table. The table may be supported at the outer end. The ram reciprocates and the cutting tool, held in the tool holder, moves forwards and backwards over the work piece. In a standard shaper, cutting of material takes place during the forward stroke of the ram and the return stroke remains idle. The return is governed by a quick return mechanism. The depth of the cut increments by moving the workpiece, and the workpiece is fed by a pawl and ratchet mechanism.


Types

Shapers are mainly classified as standard, draw-cut, horizontal, universal, vertical, geared, crank, hydraulic, contour and traveling head, with a horizontal arrangement most common. Vertical shapers are generally fitted with a
rotary table A rotary table is a precision work positioning device used in metalworking. It enables the operator to drill or cut work at exact intervals around a fixed (usually horizontal or vertical) axis. Some rotary tables allow the use of index plates ...
to enable curved surfaces to be machined (same idea as in helical planing). The vertical shaper is essentially the same thing as a slotter (slotting machine), although technically a distinction can be made if one defines a true vertical shaper as a machine whose slide can be moved from the vertical. A slotter is fixed in the vertical plane


Operation

The workpiece mounts on a rigid, box-shaped table in front of the machine. The height of the table can be adjusted to suit this workpiece, and the table can traverse sideways underneath the reciprocating tool, which is mounted on the ram. Table motion may be controlled manually, but is usually advanced by an automatic feed mechanism acting on the feedscrew. The ram slides back and forth above the work. At the front end of the ram is a vertical tool slide that may be adjusted to either side of the vertical plane along the stroke axis. This tool-slide holds the ''clapper box '' and tool post, from which the tool can be positioned to cut a straight, flat surface on the top of the workpiece. The tool-slide permits feeding the tool downwards to deepen a cut. This flexibility, coupled with the use of specialized cutters and tool holders, enable the operator to cut internal and external gear teeth. The ram is adjustable for stroke and, due to the geometry of the linkage, it moves faster on the return (non-cutting) stroke than on the forward, cutting stroke. This return stroke is governed by a quick return mechanism.


Uses

The most common use is to machine straight, flat surfaces, but with ingenuity and some accessories a wide range of work can be done. Other examples of its use are: * Keyways in the boss of a
pulley A pulley is a wheel on an axle or shaft that is designed to support movement and change of direction of a taut cable or belt, or transfer of power between the shaft and cable or belt. In the case of a pulley supported by a frame or shell that ...
or
gear A gear is a rotating circular machine part having cut teeth or, in the case of a cogwheel or gearwheel, inserted teeth (called ''cogs''), which mesh with another (compatible) toothed part to transmit (convert) torque and speed. The basic ...
can be machined without resorting to a dedicated
broaching The BROACH warhead is a multi-stage warhead developed by Team BROACH; BAE Systems Global Combat Systems Munitions, Thales Missile Electronics and QinetiQ. BROACH stands for ''Bomb Royal Ordnance Augmented CHarge''. Development of BROACH began ...
setup. * Dovetail slides * Internal splines and gear teeth. * Keyway, spline, and gear tooth cutting in blind holes * Cam drums with toolpaths of the type that in CNC milling terms would require 4- or 5-axis contouring or turn-mill cylindrical interpolation * It is even possible to obviate
wire EDM Electrical discharge machining (EDM), also known as spark machining, spark eroding, die sinking, wire burning or wire erosion, is a metal fabrication process whereby a desired shape is obtained by using electrical discharges (sparks). Material i ...
work in some cases. Starting from a drilled or cored hole, a shaper with a boring-bar type tool can cut internal features that don't lend themselves to milling or boring (such as irregularly shaped holes with tight corners). * Smoothing of a rough surface


History

Samuel Bentham developed a shaper between 1791 and 1793. However, Roe (1916) credits
James Nasmyth James Hall Nasmyth (sometimes spelled Naesmyth, Nasmith, or Nesmyth) (19 August 1808 – 7 May 1890) was a Scottish engineer, philosopher, artist and inventor famous for his development of the steam hammer. He was the co-founder of Nasmyth, ...
with the invention of the shaper in 1836.
p. 92
Shapers were very common in industrial production from the mid-19th century through the mid-20th. In current industrial practice, shapers have been largely superseded by other machine tools (especially of the CNC type), including
milling machine Milling is the process of machining using rotary cutters to remove material by advancing a cutter into a workpiece. This may be done by varying direction on one or several axes, cutter head speed, and pressure. Milling covers a wide variety of d ...
s,
grinding machine A grinding machine, often shortened to grinder, is a power tool (or machine tool) used for grinding. It is a type of machining using an abrasive wheel as the cutting tool. Each grain of abrasive on the wheel's surface cuts a small chip from th ...
s, and broaching machines. But the basic function of a shaper is still sound; tooling for them is minimal and very cheap to reproduce; and they are simple and robust in construction, making their repair and upkeep easily achievable. Thus they are still popular in many machine shops, from jobbing shops or repair shops to tool and die shops, where only one or a few pieces are required to be produced and the alternative methods are cost- or tooling-intensive. They also have considerable
retro Retro style is imitative or consciously derivative of lifestyles, trends, or art forms from history, including in music, modes, fashions, or attitudes. In popular culture, the "nostalgia cycle" is typically for the two decades that begin 20–30 ...
appeal to many hobbyist machinists, who are happy to obtain a used shaper or, in some cases, even to build a new one from scratch.


See also

*
Planer (metalworking) A planer is a type of metalworking machine tool that uses linear relative motion between the workpiece and a single-point cutting tool to cut the work piece.Parker, Dana T. ''Building Victory: Aircraft Manufacturing in the Los Angeles Area in Wo ...


References


Bibliography

*


External links


Lathes.co.uk information archive on hand-powered shapersYouTube video of shaper mechanismYouTube video of a vintage shaper in actionYouTube video of a newly built hobbyist shaper in actionVarious Types of Shaper Tools
{{Machine and metalworking tools Machine tools Metalworking tools