Self-Aligning Tap With Removable Pilot For Misaligned Bore Holes

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Solution Overview

Problem

Existing tapping methods struggle with aligning taps correctly in smooth bores, especially in field settings without power equipment, leading to misalignment and the need for multiple taps and cumbersome guides, which are ineffective on uneven surfaces and limited by space constraints.

Innovation Solution

A self-aligning tap design featuring a removable pilot member that attaches to the tap to ensure initial thread alignment, allowing the pilot to be detached and the tap reinserted for complete threading, eliminating the need for external guides and reducing reliance on operator skill.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If hand-held tap guides are used to improve alignment accuracy, then alignment precision is improved, but ease of operation deteriorates due to requiring two hands and operator skill

Engineering Contradiction:
Improvealignment accuracyVSAvoidease of operation
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The tap guide integrates alignment features directly into the tap body, allowing the tap to self-align with the bore hole during insertion. The guide portion engages with the bore opening to automatically establish correct alignment without requiring external guidance tools or specialized operator skills.

Inventive Principle:
Principle #25Self-service

2Measurement precision

If bushing-type guides clamped to workpiece are used to improve alignment, then alignment precision is improved, but device complexity increases due to installation requirements

Engineering Contradiction:
Improvealignment accuracyVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The alignment function is extracted from separate guide fixtures and integrated directly into the tap body. The guide portion is built into the tap, eliminating the need for separate alignment fixtures that would require installation and clamping to the workpiece.

Inventive Principle:
Principle #2Taking out (Extraction)

3Measurement precision

If taps with integral guides are used to improve alignment, then alignment precision is improved, but productivity deteriorates due to needing multiple taps for blind holes

Engineering Contradiction:
Improvealignment accuracyVSAvoidproductivity
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The guide portion is made detachable rather than integral, allowing it to be removed after initial alignment threads are created. This enables the same tap to complete the full depth of blind holes by removing the guide and continuing threading without changing taps, while still providing alignment accuracy during the initial engagement.

Inventive Principle:
Principle #15Dynamics

4Ease of operation

If conventional taps are used to improve ease of operation, then ease of operation is improved, but manufacturing precision deteriorates due to difficulty starting straight

Engineering Contradiction:
Improveease of operationVSAvoidthread alignment
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The guide portion performs preliminary alignment action before the tapping operation begins. It establishes correct alignment during initial insertion and creates starter threads that guide the subsequent tapping process, ensuring accurate thread alignment throughout the operation.

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS8052360B2Self-aligning thread tap and method of utilizing the same to tap existing bore holes
Publication Date: 2011.11.08 STROM CARL
  • US8052360B2 patent drawing
  • US8052360B2 patent drawing
  • US8052360B2 patent drawing

AI summary

A self-aligning tap is used to produce correctly aligned new threads in an existing smooth bore hole. The design of the tap's shank, flutes, and cutting surfaces is that of commonly used existing taps. The flat end of the tap—the end that enters the existing bore hole—contains a threaded bore. A removable pilot that aligns the tap to the axis of the existing bore consists of a cylindrical body with a diameter slightly smaller than the existing bore hole, and a length no greater than the diameter of the major diameter of the tap. The upper end of the cylindrical pilot—the end that shoulders against the tap—comprises a threaded stem whose thread pitch matches that of the tap end's bore, and whose length is slightly less than the tap end bore's depth. Once the cylindrical pilot's stem is threaded into the tap end's bore and the resulting assembly is placed into the existing bore hole, it serves to align the tap so that its cutting teeth produce pilot threads which are accurately aligned to the existing bore hole's axis. Once the pilot threads have been produced by rotation of the tap, the tap may be removed from the existing bore hole, the pilot detached by unscrewing it, and the tap reinserted into the newly formed pilot threads. Further rotation of the tap completes the tapping operation of the existing bore hole to the desired depth.