Designing for Turning

Length-to-diameter limits, shoulders, grooves, undercuts, threads, bar stock and what needs a second operation.

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.

chamfer: no sharp edgesradius at the shoulderthread relief groovethread: pitch and class on the drawingcenter holeheld length ≥ 1 × D in the chucklength L: L ÷ D ≤ 3 chuck only, up to 8 with a tailstock center
A turned shaft with a chamfer, a shoulder radius, a thread relief groove, a thread, a center hole, and the length that decides the support needed.
  • 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.

0204060804.6 µm0.3 µmL = 3 × D60 mm21 µm1.3 µmL = 5 × D100 mm87 µm5.4 µmL = 8 × D160 mmdeflection under a 100 N cutting force (µm)chuck only (cantilever)between centers (tailstock)20 mm steel bar, E = 200 GPa, load at the free end or at midspan. Supporting the free end cuts the deflection by 16 times.
Deflection of a 20 mm steel bar under a 100 N cutting force, held by the chuck only and supported between centers.
L ÷ DHow to hold itComment
Up to 3Chuck or collet onlyStiff enough for normal cuts
3 to 8Chuck and tailstock center (or a live center)Needs a center hole in the end; light finishing cuts at the tailstock end
8 to 15Steady rest or follow rest as wellSlow, shallow cuts; a smooth finish needs a follow rest
Over 15Special set-up: Swiss-type lathe or grindingLong, 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

FeatureWhyHow it is made
Flats, hex or square endsNot roundMilling in a second set-up, or live tooling on a mill-turn machine; or buy hex bar
Cross holes, slots, keywaysThe tool is not on the axisMill with a rotary fixture or live tools
KnurlingPressed, not cutA knurling tool in the turret, in the same set-up
Hardened parts, tight finishesToo hard or too fine to turnCylindrical grinding
Deburring and polishingEdges after cuttingManual or tumbling
Turning the second endThe part is held by the first endRe-chuck in soft jaws or a collet; allow for run-out
Heat treatment, plating, anodizingChange the size and shapeMachine 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

DriverEffectHow to reduce it
Set-ups and re-chuckingTime, run-outOne chucking for concentric features; design the second end to be simple
Special toolsCustom form tools, special groove widthsStandard grooves, threads and radii
Length-to-diameterSlow cuts, support, scrapShort, stout parts; support with a center
Tight tolerances and finishExtra passes, gauging, grindingTighten only where the function needs it
MaterialCost and cutting speedFree-machining grades where acceptable (12L14, 303, 360 brass)
Secondary operationsMilling, grinding, heat treatmentChoose stock that needs fewer: hex bar, ground bar
QuantityBar feeding and automationLarger batches; family tooling

Design review checklist

QuestionFix 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

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.