Screw-Thread Cutting by the Master-Screw Method Since 1480

Part 1

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This is Paper 37 from the Smithsonian Institution United States National Museum Bulletin 240, comprising Papers 34-44, which will also be available as a complete e-book.

The front material, introduction and relevant index entries from the Bulletin are included in each single-paper e-book.

Typographical errors have been corrected as follows:

Page 110: "... the spindle, to prevent ..." (had "pindle") Page 120: "... servants à l'intelligence de plusieurs choses difficiles, & nécessaires ..." (had "a," "plusiers," "necessaires")]

SMITHSONIAN INSTITUTION

UNITED STATES NATIONAL MUSEUM

BULLETIN 240

SMITHSONIAN PRESS

MUSEUM OF HISTORY AND TECHNOLOGY

CONTRIBUTIONS FROM THE MUSEUM OF HISTORY AND TECHNOLOGY

Papers 34-44 On Science and Technology

SMITHSONIAN INSTITUTION · WASHINGTON, D.C. 1966

Publications of the United States National Museum

The scholarly and scientific publications of the United States National Museum include two series, Proceedings of the United States National Museum and United States National Museum Bulletin.

In these series, the Museum publishes original articles and monographs dealing with the collections and work of its constituent museums--The Museum of Natural History and the Museum of History and Technology--setting forth newly acquired facts in the fields of anthropology, biology, history, geology, and technology. Copies of each publication are distributed to libraries, to cultural and scientific organizations, and to specialists and others interested in the different subjects.

The Proceedings, begun in 1878, are intended for the publication, in separate form, of shorter papers from the Museum of Natural History. These are gathered in volumes, octavo in size, with the publication date of each paper recorded in the table of contents of the volume.

In the Bulletin series, the first of which was issued in 1875, appear longer, separate publications consisting of monographs (occasionally in several parts) and volumes in which are collected works on related subjects. Bulletins are either octavo or quarto in size, depending on the needs of the presentation. Since 1902 papers relating to the botanical collections of the Museum of Natural History have been published in the Bulletin series under the heading Contributions from the United States National Herbarium, and since 1959, in Bulletins titled "Contributions from the Museum of History and Technology," have been gathered shorter papers relating to the collections and research of that Museum.

The present collection of Contributions, Papers 34-44, comprises Bulletin 240. Each of these papers has been previously published in separate form. The year of publication is shown on the last page of each paper.

FRANK A. TAYLOR Director, United States National Museum

CONTRIBUTIONS FROM THE MUSEUM OF HISTORY AND TECHNOLOGY: PAPER 37

SCREW-THREAD CUTTING BY THE MASTER-SCREW METHOD SINCE 1480

Edwin A. Battison

Edwin A. Battison

SCREW-THREAD CUTTING BY THE MASTER-SCREW METHOD SINCE 1480

Among the earliest known examples of screw-thread cutting machines are the screw-cutting lathe of 1483, known only in pictures and drawings, and an instrument of the traverse-spindle variety for threading metal, now in the Smithsonian Institution, dating from the late 17th or early 18th century. The author shows clearly their evolution from something quite specialized to the present-day tool. He has traced the patents for these instruments through the early 1930's and from this research we see the part played by such devices in the development of the machine-tool industry.

THE AUTHOR: Edwin A. Battison is associate curator of mechanical and civil engineering in the Smithsonian Institution's Museum of History and Technology.

Directness and simplicity characterize pioneer machine tools because they were intended to accomplish some quite specialized task and the need for versatility was not apparent. History does not reveal the earliest forms of any primitive machines nor does it reveal much about the various early stages in evolution toward more complex types. At best we have discovered and dated certain developments as existing in particular areas. Whether these forms were new at the time they were first found or how widely dispersed such forms may have been is unknown. Surviving evidence is in the form of pictures or drawings, such as the little-known screw-cutting lathe of 1483 (fig. 1) shown in Das mittelalterliche Hausbuch.

Part 2

This lathe shows that its builder had a keen perception of the necessary elements, reduced to bare essentials, required to accomplish the object. Present are the coordinate slides often credited to Henry Maudslay. His slides are not, of course, associated with the spindle; neither is there any natural law which compels them to guide the tool exactly parallel with the axis of revolution. In this sense the screw-cutting lathe in the Hausbuch is superior because it is in harmony with natural law and can generate a true cylinder, whereas Maudslay's lathe can only transfer to the work whatever accuracy is built into it.

In principle this machine shown in the Hausbuch is very advanced as we see when we follow the design through to the present time. The artist, whose drawings give us our only knowledge of the machine, himself was obviously not very familiar with the details of its function. Reference to figure 1 shows that the threads on the lead screw and on the work, wind in opposite directions. This must be an error in delineation since the two are closely coupled together without any intervening mechanism so that the only possible result on the work must be a thread winding in the same direction as on the original screw. The work also is shown threaded for its entire length; this cannot be accomplished with any one location of the cross-slide. We are left with the question of whether this slide was used in two locations or whether the artist, possibly working from notes or an earlier rough sketch, failed to show an unthreaded portion on one end or the other of the work.

Of at least equal importance with the lead screw and work and their relationship to each other is the tool-support with its screw-adjusted cross-slide (fig. 2). Just how this was attached to the frame of the machine so that it placed the tool at a suitable radius is again a questionable point. The very well-developed cutting tool is sharpened to a thin, keen edge totally unsuited for cutting metal but ideal for use on a softer, fibrous substance: undoubtedly wood, in this instance. Unfortunately, the angle at which the artist chose to show us this cutter is not a view from which it is possible to judge whether or not the tool has been made to conform to the helix angle of the thread to be cut. This cross-slide, in conjunction with the traversing work spindle, gives us a machine having two coordinate slides yielding the same effect as the slide rest usually attributed to Henry Maudslay at the end of the 18th century. Actually, an illustration of coordinate slides independent of the spindle had been published as early as 1569 by Besson and knowledge of them widely disseminated by his popular work on mechanics. These slides are shown as part of a screw-cutting machine with a questionably adequate connection, by means of cords, between the master screw and the work.

It was the author's pleasure recently to obtain for the Smithsonian Institution and identify a small, nicely made, brass instrument which had been in two collections in this country and one collection in Germany as an unidentified locksmith's tool (fig. 3). This proved to be an instrument of the traverse-spindle variety for threading metal. Fortunately, all essential details were present including a cutter (A in figure 4); this instrument was identified by the signature "Manuel Wetschgi, Augspurg." The Wetschgis were a well-known family of gunsmiths and mechanics in Augsburg through several generations. Two bore the given name Emanuel: the earlier was born in 1678 and died in 1728. He was quite celebrated in his field of rifle making and became chief of artillery to the Landgrave of Hesse-Kassel shortly before his death in his 51st year. Little is known of the later Emanuel Wetschgi except that he was at Augsburg in 1740. Tentative attribution of the instrument has been made to the earlier Emanuel, chiefly on the basis of his recognized position as an outstanding craftsman.

In several respects this little machine differs from its predecessor of the Hausbuch, as might be expected when allowance is made for the generations of craftsmen who undoubtedly worked with such tools over the roughly 200 years of time separating them. Another factor to consider when comparing these two machines is that one was used on metal, the other probably only on wood. Therefore, it is not surprising to find on the later machine an outboard or "tailstock" support for the work. The spindle of this support has to travel in unison with the work-driving spindle so that it is not an unexpected discovery to find that it is spring-loaded. Figure 5 shows how this spring may be adjusted to accommodate various lengths of work by moving the attachment screw to various holes in both the spring and in the frame. Also visible in the same illustration is a rectangular projection at the other end of the spring which engages a mating hole in the "tailstock" spindle to prevent its rotation.

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