Tapers: Self-holding


A self-holding taper is a type of machine tool spindle/taper shank connection where the friction between the male and female tapered surfaces is strong enough to hold the tool in place during operation without the need for a drawbar or clamping screw.

The contact area is large.

The taper angle is small (usually 2°–3° included angle).

This shallow angle creates enough friction to resist slipping under torque.


 

 


JACOBS TAPERS

Key Features of Jacobs Tapers

Purpose: Quick, secure way to mount a drill chuck.

Holding method: Like Morse tapers, Jacobs tapers rely on friction between shallow-tapered male and female surfaces.

Taper angle: Very small (about 2.33° included, depending on the size) so the chuck stays put under torque but can still be removed without excessive force.

No threads or screws: Purely a push fit — tap it in to seat, wedge to remove.


JACOBS     LARGE      SMALL
TAPER#    DIAMETER   DIAMETER    LENGTH
---------------------------------------
  0        .25000"    .22844     .43750
  1        .38400     .33341     .65625
  2        .55900     .48764     .87500
2 short    .54880     .48764     .75000
  3        .81100     .74610    1.21875
  4       1.12400    1.03720    1.65625
  5       1.41300    1.31611    1.87500
  6        .67600     .62409    1.00000
 33        .62401     .56051    1.00000
---------------------------------------

Jacobs Drill Chucks


 

 

MORSE TAPERS

Many cutting tools especially drills, reamers, counterbores, countersinks come with morse taper shank

Morse Tapers are common in: Drill presses, lathes, tailstocks, and smaller milling machines.

Sizes: MT0, MT1, MT2, MT3, MT4, MT5, MT6, MT7 (increasing size).

Holding principle: You insert the tool shank into the machine spindle by pushing or lightly tapping it in.

Removal: Done with a drift key or ejector slot.

           LARGE      SMALL
MORSE     DIAMETER   DIAMETER
TAPER#      (A)        (B)       LENGTH
---------------------------------------
  0        .36510"    .25200     1-15/16
  1        .47500     .36900     2-1/16
  2        .70000     .57200     2-1/2
  3        .93800     .77800     3-1/16
  4       1.23100    1.02000     3-7/8
4-1/2     1.50000    1.26600     4-5/16
  5       1.74800    1.47500     4-15/16
  6       2.49400    2.11600     7
  7       3.27000    2.75000     9-1/2
---------------------------------------

Taper shank tools are used by machinists, metal fabricators, and machine tool manufacturers in operations requiring high torque and precision, especially for drilling metal and other materials on drill presses and milling machines.

Their design creates a self-locking, high-friction fit, ensuring a secure, stable, and high-torque connection directly into the machine's spindle or tailstock, eliminating the need for collets or chucks.

Who uses them

Machinists and Metal Fabricators: These professionals rely on taper shank drills for their stable and secure connection, which is ideal for heavy-duty drilling tasks in metalworking.

Machine Tool Manufacturers: Builders of machines that use drill presses and milling machines incorporate taper shanks for the smooth and stable operation of their equipment.

Automotive Industries: Manufacturers in the automotive sector and other fabrication workshops use them for various drilling needs.

Computer Numerical Control (CNC) and Vertical Machining Centers (VMC) Shops: The precision and stability of taper shanks are valuable in these automated environments.

 

Why they are used

High Torque and Stability:The Morse taper system provides a secure, self-locking fit through friction, allowing for high-torque transfer without the use of chucks or collets.

Precision and Alignment:The taper design ensures excellent centering and axial alignment, which is crucial for precise drilling operations.

Ease of Use:For stationary machines like drill presses, taper shanks are inserted directly into a corresponding socket, making them easy to mount and remove.

 

 

 

 

BROWN & SHARPE TAPERS


Overview

A Brown & Sharpe (B&S) taper is a style of self-holding taper originally developed by the Brown & Sharpe Manufacturing Company in the late 1800s. It’s less common today than Morse or Jacobs tapers, but you’ll still encounter it in older lathes, milling machines, and arbors.

Key Points

Type: Self-holding (relies on friction)
Angle: Standardized at 0.500 in/ft of taper (≈ 2.39° included)
Length: Generally longer than Morse for similar diameters
Use: Arbors for milling, grinding, and older spindles
Retention: May use tang or drawbar for extra security

Where You’ll See B&S Tapers

  • Older milling machines (arbor mount)
  • Horizontal mill arbors for slitting saws or gear cutters
  • Grinding machine spindles
  • Specialized workholding arbors
           LARGE      SMALL
 B+S      DIAMETER   DIAMETER
TAPER#      (A)        (B)       LENGTH
---------------------------------------
  1        .23922"    .20000       15/16
  2        .29968     .25000     1-3/16
  3        .37525     .31250     1-1/2
  4        .40233     .35000     1-1/4
  5        .52315     .45000     1-3/4
  
  6        .59961     .50000     2-3/8
  7        .72537     .60000     3
  8        .89873     .75000     3-9/16
  9       1.06705     .90010     4
 10       1.28927    1.04465     5-11/16
 
 11       1.53176    1.24995     6-3/4
 12       1.79681    1.50010     7-1/8
 13       2.07310    1.75005     7-3/4
 14       2.34375    2.00000     8-1/4
 15       2.61458    2.25000     8-3/4
---------------------------------------

 


 

 

 

Jarno Taper

The Jarno Taper is 1:20 on diameter, 0.600" on diameter per foot, .050" on diameter per inch.

A Jarno taper is a style of self-holding machine taper designed to be mathematically consistent, making it easy to calculate its dimensions without reference tables.

Key Features

  • Type: Self-holding (small angle, holds by friction)
  • Angle: About 1.49° per side (≈ 2.98° included angle)
  • Length rule: Size number directly relates to dimensions:
    • Large diameter (inches) = size ÷ 8
    • Small diameter (inches) = size ÷ 10
    • Length (inches) = size × 0.5
  • Example: Jarno #8 → Large dia. = 1.000″, Small dia. = 0.800″, Length = 4.000″
  • Purpose: Used in tailstocks, spindle tapers, and tooling arbors
  • Advantage: Easy to machine or identify without charts

Common Uses

  • Lathe tailstock centers
  • Drill press arbors (older models)
  • Precision grinding machines
  • Special tooling requiring easy interchangeability

 


Jarno vs. Morse vs. Brown & Sharpe

Feature Jarno Taper Morse Taper Brown & Sharpe Taper
Angle ~2.98° included ~1.49–2.86° included 2.39° included
Length formula Direct from size No simple formula No simple formula
Common today Rare Very common Rare
Best for Easy sizing/calculations General-purpose use Older arbor tooling

 

Trademarks are the properties of their respective owner(s).

August 2025, February 2022, June 2021, May 2020, October 2009, November 2008

The descriptions, illustrations, specifications, dimensions, and part numbers are subject to change without notice.

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