Designing for Turning
Length-to-diameter limits, shoulders, grooves, undercuts, threads, bar stock and what needs a second operation.
On this page
- Principles
- Length, diameter and support
- Shoulders, steps and radii
- Grooves, undercuts and thread relief
- Threads
- Chamfers, center holes and ends
- Bores and holes
- Features that need a second operation
- Bar stock and allowances
- Tolerances, concentricity and finish
- Cost drivers
- Design review checklist
- FAQ
Principles
Turned parts are made by spinning the bar and moving a tool in two axes, so the design should suit that: round, concentric and cut from one side at a time. A turned shaft is held at one end (and sometimes supported at the other), so everything at the free end is cut by a tool that pushes on an unsupported cantilever. Good designs keep the part short and stiff, use features that a standard tool can reach, and put as many features as possible in one set-up.
- Design axisymmetric parts as turned parts, and add flats, cross holes and keyways only if they are needed (see second operations).
- One chucking. Features that must be concentric should be cut in a single set-up, without re-gripping. Turning the part around adds run-out of 0.02–0.05 mm.
- Fewer diameters and tool changes. Each different groove width or thread needs another tool.
- Use standard bar sizes. The more material you must remove, the more it costs.
Length, diameter and support
The length-to-diameter ratio L ÷ D decides how the part can be held. A bar held only by the chuck acts as a cantilever, deflecting by F × L³ ÷ (3 E I) under the cutting force, so deflection grows with the cube of the length. Supported between centers, the same bar deflects 16 times less.
| L ÷ D | How to hold it | Comment |
|---|---|---|
| Up to 3 | Chuck or collet only | Stiff enough for normal cuts |
| 3 to 8 | Chuck and tailstock center (or a live center) | Needs a center hole in the end; light finishing cuts at the tailstock end |
| 8 to 15 | Steady rest or follow rest as well | Slow, shallow cuts; a smooth finish needs a follow rest |
| Over 15 | Special set-up: Swiss-type lathe or grinding | Long, slender shafts bend and whip; avoid or split the part |
Worked example: a 20 mm steel bar, 100 N cutting force
- L = 3 × D = 60 mm: chuck only 4.6 µm; between centers 0.29 µm.
- L = 5 × D = 100 mm: chuck only 21 µm; between centers 1.3 µm.
- L = 8 × D = 160 mm: chuck only 87 µm (nearly 0.1 mm, enough to cut a taper); between centers 5.4 µm.
- A deflection of this size shows up as a taper: the free end is cut larger because the work is pushed away from the tool. Reduce it with the tailstock, a lighter cut, and a finishing pass.
- Keep L ÷ D under about 3 for parts you want to make in a collet or chuck alone. If the part must be longer, make the free end a larger diameter, or add a center hole and support it.
- Hold at least 1 × D of the bar in the chuck.
- Thin-walled tubes distort in a chuck; design a thicker wall, or a mandrel-supported or soft-jaw set-up.
Shoulders, steps and radii
- Put a radius in every inside corner at a shoulder. The tool has a nose radius (0.4 or 0.8 mm), so a radius at least that large is natural. A sharp inside corner needs a special tool and concentrates stress: a radius at the root of a shaft step greatly raises its fatigue life.
- Specify the radius, and use the same one throughout: R0.4, R0.8 or R1.
- Step height. A step of 1–3 mm per side is cut in one or two passes. Large steps (a big flange on a small shaft) waste time and material; start from a stock closer to the biggest diameter or use a different blank.
- Taper and angle. A tool’s relief angle limits how steeply it can cut a shoulder: a 90° shoulder is fine; a steep back-taper may need a smaller insert.
- Outside corners can be sharp, chamfered or rounded; chamfers are simplest.
Grooves, undercuts and thread relief
- Standard grooves. Use groove widths that match a standard grooving insert (1.5, 2, 3, 4 mm). O-ring grooves, circlip (retaining ring) grooves and relief grooves have tabulated widths and depths; use them.
- Depth against width. A groove up to about 3 × its width deep is routine; deeper grooves need a special blade, slow feeds and clear chip flow.
- Groove corners have a small radius from the insert; specify R0.1–0.2, not sharp.
- Thread relief (undercut). A groove at the end of a thread lets the tool run out. A common width is about 3 × the pitch (for M10 × 1.5, 4.5 mm), as deep as the thread’s root plus a little. Without it, the thread must end with a run-out that cannot be fully formed.
- Undercuts inside a bore (an internal groove) need a boring bar with a groove insert; make them standard and shallow.
- Parting groove. Leave the length of the finished part plus the width of the cut-off tool (2–3 mm), plus a facing allowance for the second side.
Threads
- Use standard threads (ISO metric coarse, UNC, UNF) so the shop has the inserts, gauges and taps.
- Coarse is easier than fine; fine threads are weaker to damage and slower to cut.
- Length of thread: as short as the function needs; more than 1.5 × the diameter of engagement adds nothing.
- Thread start and end. Chamfer the start; end the thread against a relief groove or a shoulder with a run-out.
- Tolerance class. 6g (external) and 6H (internal) are standard; tighter classes need special gauging. See Fits in Practice.
- Left-hand and multi-start threads are possible but need a note on the drawing.
Chamfers, center holes and ends
- Chamfer both ends and every edge (0.5–1 × 45° is typical). A chamfer removes burrs, guides assembly and protects the thread start.
- Center holes (60° center drilled) at one or both ends let the tailstock support long parts and allow later grinding. Specify them on the drawing if they are to remain.
- Parted ends show a small nub or a slight cone where the part is cut off. If the end matters, specify “face after parting” or allow a second operation.
- Flat ends are easier than domed or pointed ends; a spherical end needs a radius tool or a form tool.
Bores and holes
- Drill, then bore. A drilled hole is accurate to about ±0.1 mm in size and wanders slightly; a bore with a boring bar gives ±0.01–0.02 mm and a good finish.
- Bore depth. A bar reaches about 4 × its diameter in steel; a deeper bore of small diameter needs a carbide or damped bar and a light cut. Keep deep, small bores to 4–6 × D.
- Flat-bottomed blind holes are harder than conical bottoms; a drilled hole has a cone.
- Through holes are easier than blind holes: chips clear and there is no bottom to finish.
- Standard sizes (drill, reamer) keep the cost down; fit holes (H7) are reamed or bored.
- Concentric bore and outside diameter are best cut in the same chucking.
Features that need a second operation
| Feature | Why | How it is made |
|---|---|---|
| Flats, hex or square ends | Not round | Milling in a second set-up, or live tooling on a mill-turn machine; or buy hex bar |
| Cross holes, slots, keyways | The tool is not on the axis | Mill with a rotary fixture or live tools |
| Knurling | Pressed, not cut | A knurling tool in the turret, in the same set-up |
| Hardened parts, tight finishes | Too hard or too fine to turn | Cylindrical grinding |
| Deburring and polishing | Edges after cutting | Manual or tumbling |
| Turning the second end | The part is held by the first end | Re-chuck in soft jaws or a collet; allow for run-out |
| Heat treatment, plating, anodizing | Change the size and shape | Machine to the pre-treatment size and finish after |
Bar stock and allowances
- Choose a bar close to the largest diameter, with 1–2 mm of allowance on the diameter for turning, more for hot-rolled bar with a scaly skin, and extra if the bar is bent.
- Standard round bar sizes (mm): 6, 8, 10, 12, 16, 20, 25, 32, 40, 50, 63, 80, 100. Inch: ¼ to 4 in. Aluminum and brass also come in hex and square.
- Bar feeder and collet limits. A bar must pass through the spindle bore; many small lathes take only 20–25 mm.
- Allow for the cut-off, the facing and any left in the chuck jaws.
- Cold-drawn bar is accurate and straight but may move when cut (residual stress); ground bar is the most accurate.
Worked example: the stepped shaft from the G-code page
- Stock: Ø30 × 40 mm = 28 274 mm³. Finished part: Ø28 × 15 + Ø20 × 25 = 17 090 mm³. Chips: 11 184 mm³, 40 % of the bar.
- Rough turning mild steel at 120 m/min, 0.25 mm/rev and 2 mm depth removes 60 cm³/min. The roughing cuts take about 11 s; set-up, tool changes, finishing, and parting take far longer.
- Design lesson: for one or two parts, the set-up dominates the cost; for hundreds, cycle time and tool life do. A smaller bar (Ø28 stock for the Ø28 end) would remove almost no metal from that part of the shaft.
Tolerances, concentricity and finish
- Turning holds tight diameters: ±0.02 mm is routine, ±0.01 mm achievable on a good lathe with a finishing pass; ±0.005 mm or finer usually needs grinding.
- Length tolerances between faces cut in the same set-up are good (±0.02–0.05 mm); across a re-chucked part they are looser.
- Concentricity and run-out are controlled by cutting both diameters without re-chucking. A 0.02 mm run-out between two ends cut in two set-ups is normal. For a tighter requirement, say so, and design for one set-up or a mandrel.
- Surface finish. A normal turned surface is Ra 1.6–3.2 µm; Ra 0.8 µm needs a light finishing pass with a good nose radius; below 0.4 µm requires grinding or polishing. See the finish chart in Turning: Lathes and Operations.
- Fits. A shaft that must fit a bore needs an h or g tolerance on the diameter; see How Fits Work.
- Specify geometric tolerances (runout, cylindricity) only where needed; see Profile and Runout.
Cost drivers
| Driver | Effect | How to reduce it |
|---|---|---|
| Set-ups and re-chucking | Time, run-out | One chucking for concentric features; design the second end to be simple |
| Special tools | Custom form tools, special groove widths | Standard grooves, threads and radii |
| Length-to-diameter | Slow cuts, support, scrap | Short, stout parts; support with a center |
| Tight tolerances and finish | Extra passes, gauging, grinding | Tighten only where the function needs it |
| Material | Cost and cutting speed | Free-machining grades where acceptable (12L14, 303, 360 brass) |
| Secondary operations | Milling, grinding, heat treatment | Choose stock that needs fewer: hex bar, ground bar |
| Quantity | Bar feeding and automation | Larger batches; family tooling |
Design review checklist
| Question | Fix if the answer is no |
|---|---|
| Is L ÷ D under 3, or is there a center hole and support for longer parts? | Shorten, thicken, or add the center hole |
| Do all inside corners have a standard radius? | Add R0.4–R1 at shoulders |
| Are groove widths and depths standard? | Use the tabulated sizes |
| Is there a relief groove or run-out for every thread? | Add it, about 3 × the pitch wide |
| Are both ends chamfered? | Add 0.5 × 45° chamfers |
| Can concentric features be cut in one chucking? | Reorder the features, or add a mandrel step |
| Do you need flats, cross holes or keyways, and are they planned as a second operation? | Mark them and consider a mill-turn machine |
| Is the bar size standard and the allowance enough? | Adjust the dimensions to stock |
| Are tolerances and finishes only as tight as the function needs? | Loosen the rest |
Related
- CNC Machining: the overview of this guide.
- Turning: Lathes and Operations: lathe operations, inserts and finish.
- Designing for CNC Milling: the same ideas for milled parts.
- Fits & Tolerances: tolerances on shafts and bores.
- Material Properties.
FAQ
How long can a turned part be?
Up to about 3 times its diameter with only a chuck, up to 8 with a tailstock center, and more with a steady rest. Longer, slender parts bend and whip under the cut, so the shop will take light passes or use a special machine.
Why must a shoulder have a radius?
The insert’s nose is round, so it cannot cut a sharp inside corner. A radius also spreads stress and greatly increases the fatigue life of a stepped shaft.
What is a thread relief groove?
A groove at the end of a thread that lets the cutting tool run out. Without it, the thread must end with a run-out that cannot be fully formed, or the tool crashes into the shoulder.
Can a lathe cut a hex or a flat?
A plain lathe cannot. A mill-turn machine with live tools can, or the part can be moved to a mill for the flat. Hex bar stock avoids the problem for hexagon heads.
Why does my turned part have a taper?
The work deflects away from the tool, most at the unsupported end, so the diameter is larger there. Reduce it with the tailstock, a lighter cut and a finishing pass, and make the part shorter where possible.
References
- Oberg, E. et al., Machinery’s Handbook, 31st ed., Industrial Press: turning, threads, tolerances, bar stock.
- ISO 2768-1 (general tolerances); ISO 4753 and DIN 76-1 (thread run-outs and undercuts); DIN 509 (relief grooves).
- Design-for-manufacturing guides from CNC service providers for turned parts (length-to-diameter limits, grooves, threads).
- Bralla, J., Design for Manufacturability Handbook, McGraw-Hill.
Last reviewed: October 2026. Cutting data are starting points: machines, tools and materials differ, so test on scrap and follow the tool maker’s data.
