Activity 001: Facing, Turning, and Shouldering — Stepped Shaft Project¶
Activity ID: U8M2-ACT-001 Duration: 45 minutes Objective: Face, turn, and create a stepped shaft with two diameters to specified tolerances.
Overview¶
Students machine a stepped shaft from round aluminum stock, practicing facing, straight turning, and shoulder creation. The finished part must meet dimensional tolerances of ±0.003", reinforcing the importance of careful measurement and dial collar usage.
Materials & Equipment Needed¶
- Metal lathe with three-jaw chuck
- 6061 aluminum round stock (1" diameter × 4" long)
- Right-hand turning tool (carbide insert, CCMT or DCMT style)
- Digital calipers (0.001" resolution) or outside micrometer
- Center drill (#2), drill chuck, tailstock
- Cutting fluid (water-soluble)
- Chip brush
- Safety glasses (mandatory)
Instructions & Procedure¶
Phase 1: Setup (5 minutes)¶
- Mount the aluminum stock in the three-jaw chuck with 2.5" extending.
- Mount the right-hand turning tool in the tool post at center height. Verify with a scale against the workpiece.
- Center drill the exposed end for tailstock support.
- Bring up the tailstock with a live center for support during turning.
- Calculate RPM: Aluminum at 800 SFM with carbide, 1" diameter → RPM = (800 × 3.82) / 1 = 3056. Set to the nearest available speed (likely ~2500 RPM).
Phase 2: Facing (5 minutes)¶
- Face the end of the workpiece to clean up the saw cut.
- Take 0.010" per pass. Feed the cross slide smoothly from outside to center.
- Retract, return the cross slide, advance 0.010", face again until the surface is uniformly smooth.
- Zero the carriage dial collar at the finished face. This is your Z-axis reference.
Phase 3: Turning the Major Diameter (10 minutes)¶
- Target dimension: 0.875" ±0.003" for the first 1.5" of length.
- Current diameter: 1.000". Material to remove: (1.000 - 0.875) / 2 = 0.0625" radial.
- Take roughing passes at 0.025" DOC on the cross slide, power feed at 0.005 IPR.
- Leave 0.010" for the finishing pass.
- Finishing pass: 0.005" DOC, slower feed (0.003 IPR).
- Stop the lathe. Measure with calipers. Adjust if needed.
- Turn this section for a length of 1.500" from the faced end (use carriage dial collar).
Phase 4: Turning the Minor Diameter and Shoulder (15 minutes)¶
- Target: 0.625" ±0.003" for the remaining 1.0" of exposed length.
- Mark the shoulder location at 1.5" from the end.
- Begin turning the minor diameter starting from the free end, working toward the shoulder.
- Roughing passes: 0.025" DOC per pass.
- Leave 0.010" for finishing.
- Finishing pass to final dimension. Stop and measure.
- Square the shoulder: carefully face the step between the two diameters using the carriage handwheel for fine Z-axis control.
Phase 5: Measurement and Deburr (10 minutes)¶
- Remove the workpiece from the chuck.
- Measure both diameters at two locations (near the shoulder and near the end) and record.
- Measure the step length from the face to the shoulder.
- Deburr all sharp edges with a deburring tool or file.
- Record all dimensions on the inspection sheet.
Discussion Points¶
- How did your actual dimensions compare to the target?
- Did you notice a difference in surface finish between roughing and finishing passes?
- What would you do differently to improve accuracy?
- How does chip formation change between roughing and finishing?
Expected Outcomes¶
- Stepped shaft with two diameters within ±0.003" of target
- Square shoulder with clean transition
- Smooth surface finish from finishing passes
- Properly deburred edges
Assessment Rubric¶
| Criteria | Excellent (4) | Proficient (3) | Developing (2) | Beginning (1) |
|---|---|---|---|---|
| Major Diameter | Within ±0.001" | Within ±0.003" | Within ±0.005" | Outside ±0.005" |
| Minor Diameter | Within ±0.001" | Within ±0.003" | Within ±0.005" | Outside ±0.005" |
| Shoulder | Square, clean, at correct length ±0.005" | Minor burr, within tolerance | Rough shoulder, within ±0.010" | Not square or significantly off |
| Surface Finish | Smooth, consistent, no chatter marks | Minor chatter or tool marks | Visible roughness | Very rough surface |
| Safety Practices | All safety checks, key removed, glasses on | Minor lapse, self-corrected | Required prompting | Unsafe behavior |
Safety Considerations¶
- Safety glasses mandatory at all times
- Remove chuck key immediately after tightening
- Never measure with the lathe running
- Use the chip brush, not hands, to clear chips
- Aluminum chips are sharp—handle finished parts carefully
- Apply cutting fluid to reduce chip welding on aluminum
Last Updated: 2026-03-19