
In
machining
Machining is a manufacturing process where a desired shape or part is created using the controlled removal of material, most often metal, from a larger piece of raw material by cutting. Machining is a form of subtractive manufacturing, which util ...
, 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 (manufacturing), boring, grinding (abrasive cutting), grinding, shearing, or other forms of deformations. Machine tools employ some s ...
that uses
linear
In mathematics, the term ''linear'' is used in two distinct senses for two different properties:
* linearity of a '' function'' (or '' mapping'');
* linearity of a '' polynomial''.
An example of a linear function is the function defined by f(x) ...
relative motion between the workpiece and a
single-point cutting tool
In machining, a tool bit is a non-rotary cutting tool used in Lathe (metal), metal lathes, shapers, and Planer (metalworking), planers. Such cutters are also often referred to by the set-phrase name of single-point cutting tool, as distinguished ...
to machine 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, threading and turning, with tools that are applied to the w ...
, 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, Northern and Western Hemisphere, Western hemispheres. North America is bordered to the north by the Arctic Ocean, to the east by the Atlantic Ocean, to the southeast by South Ameri ...
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 toolholders, enables 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 hub of a
pulley
Sheave without a rope
A pulley is a wheel on an axle or shaft enabling a taut cable or belt passing over the wheel to move and change direction, or transfer power between itself and a shaft.
A pulley may have a groove or grooves between flan ...
or
gear
A gear or gearwheel is a rotating machine part typically used to transmit rotational motion and/or torque by means of a series of teeth that engage with compatible teeth of another gear or other part. The teeth can be integral saliences or ...
can be machined without resorting to a dedicated
broaching 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 work in some cases. Starting from a drilled or cored hole, a shaper with a boring-bar type tool can cut internal features that do not lend themselves to milling or boring (such as irregularly shaped holes with tight corners).
* Smoothing of a rough surface
History
Samuel Bentham
Brigadier General Sir Samuel Bentham (11 January 1757 – 31 May 1831) was an England, English mechanical engineering, mechanical engineer and naval architect credited with numerous innovations, particularly related to naval architecture, incl ...
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 directions on one or several axes, cutter head speed, and pressure. Milling covers a wide variety of ...
s,
grinding machine
A grinding machine, often shortened to grinder, is any of various power tools or machine tools used for grinding. It is a type of material removal using an abrasive wheel as the cutting tool. Each grain of abrasive on the wheel's surface cuts ...
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 the past, including in music, modes, fashions, or attitudes. It has been argued that there is a nostalgia cycle in popular culture.
Definition
The term ...
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)
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
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