ME 423
Fundamentals of Limits and Fits
                      Notes Prepared by
Dr. Suhas S. Joshi, Department of Mechanical Engineering, Indian
Institute of Technology, Bombay, Powai, MUMBAI – 400 076 (India)
 Phone: 91 22 2576 7527 (O) / 2576 8527 ®; ssjoshi@me.iitb.ac.in
                    Edited by:Ramesh Singh
                                                                   1
Product Design for Manufacturing
  Marketing        Functional          Operational          Durability and
   Aspects          Aspects             Aspects             Dependability
                         Product Design
      Economic             Manufacturing               Aesthetic
       Aspects               Aspects                   Aspects
                 Fig. 1 Typical Stages in a Product Life Cycle
                                                                             2
Role of Metrology in Design for Manufacturing
  Manufacturing
     Aspect                              Fit: It is the interrelation between
                                         dimensions of mating parts
         Key Functional                  before their assembly
         Requirements
      Fit between the mating
               parts
    Tolerances, dimensions on
           mating parts
                                                   Cost
     Manufacturing Processes                       of
                                                   Mfg.
          & Sequences
      Cost of Manufacturing
                                                              Tolerance
                                                                                3
          Fig. 2 Implications of Manufacturing aspects
Evaluation for Limits and Fits
Steps involved in the Evaluation of Limits of Tolerances
                      Selection of an Appropriate FIT
                      based on functional requirement
                     Selection of Type of Shaft and Hole
                      Selection of Tolerance Grade for
                               shaft and hole
                      Evaluation of standard Tolerance
                      Evaluation of Limits of Tolerances
                                                                   4
                       Fig. 3 Evaluation of Limits of Tolerances
Introduction
• Precision and Accuracy:
   – Precision refers to repeatability
   – Accuracy refers of result to the true value
• Accuracy can be found by
Accuracy = (Repeatability) 2 + ( Systematic error ) 2
  where, systematic error =True value- mean of set of readings
                                                                 5
Limits and Fits - Definitions
Hole
 Shaft
                 Fig. 4 Tolerance Zones [1]   6
 Limits and Fits - Definitions
Zero Line: It is a line along which represents the basic size and zero
  (or initial point) for measurement of upper or lower deviations.
Basic Size: It is the size with reference to which upper or lower limits
  of size are defined.
Shaft and Hole: These terms are used to designate all the external and
  internal features of any shape and not necessarily cylindrical.
Hole Designation: By upper case letters from A, B, … Z, Za, Zb, Zc
  (excluding I, L, O, Q, W and adding Js, Za, Zb, Zc) - 25 nos. Indian
  Stds
Shaft Designation: By lower case letters from a, b, … z, za, zb, zc
  (excluding i, l, o, q, w and adding js, za, zb, zc) - 25 nos.
                                                                      7
                           Definitions
Upper Deviation: The algebraic difference between the maximum limit of
  size (of either hole or shaft) and the corresponding basic size, like ES, es.
Lower Deviation: The algebraic difference between the minimum limit of size
   (of either hole or shaft) and the corresponding basic size, like EI, ei.
Fundamental Deviation: It is one of the two deviations which is chosen to
   define the position of the tolerance zone.
Tolerance: The algebraic difference between upper and lower deviations. It is
   an absolute value.
Limits of Size: There are two permissible sizes for any particular dimension
   between which the actual size lies, maximum and minimum
Basic Shaft and Basic hole: The shafts and holes that have zero fundamental
   deviations. The basic hole has zero lower deviation whereas, the basic shaft
   has zero upper deviation.
                                                                                  8
   Selection of Fits
Definition of Fit: It is the relation between dimensions of two mating parts
   before their assembly.
      Selection of Fits
  Systems of Fit: There are two systems by which a fits can be accomplished –
  1. Hole basis system
  2. Shaft basis system
                                                    Shafts                  Clearance fit
                Transition fit
Clearance fit                                                                     Transition fit
                                                                   Holes                           Interference fit
    ‘H’ Hole
                                                                                                      ‘h’ Shaft
                                 Interference fit
          a. Hole Basis system
                                                                              b. Shaft Basis system
                                                                                                                  10
                                              Fig. 7 [a-b] Systems of Fit
Schematic for grades in Indian Stds.
    Disposition of all the shafts
  and holes with reference to the
             zero line
                               11
     Limits and Fits - Definitions
        A
            D     H
 FD
                                                   Zero line
        Holes                     Z
                      P                 Zc
                            V
                             v
                      p                 zc
                                  z
         Shafts                                    Zero line
FD                h
             d
        a
                          Schematic of position of various shafts and holes with12
                                        reference to the zero line
         Fig. 7 Fundamental deviations for various shafts and holes
Holes
Shafts
                                                                      13
Grades of Tolerance
Grade of Tolerance: It is an indication of the level of accuracy. There are 18
   grades of tolerances – IT01, IT0, IT1 to IT16
IT01 to IT4 - For production of gauges, plug gauges, measuring instruments
IT5 to IT 7 - For fits in precision engineering applications
IT8 to IT11 – For General Engineering
IT12 to IT14 – For Sheet metal working or press working
IT15 to IT16 – For processes like casting, general cutting work
                                                                             14
                     Grades of Tolerance
Standard Tolerance: Various grades of tolerances are defined using the
   ‘standard tolerance unit’, (i) in µm, which is a function of basic size [3].
                         i = 0.45 3 D + 0.001D
where, D (mm) is the geometric mean of the lower and upper diameters of a
  particular diameter step within which the chosen the diameter D lies.
Diameter steps in I.S.I are: (a-b, where a is above and b is up to, Refer Table in
   the following sheet)
1-3, 3-6, 6-10, 10-18, 18-30, 30-50, 50-80, 80-120, 120-180, 180-250, 250-
   315, 315-400 and 400-500 mm
                                                                                  15
Table for Sizes
                  16
Grades of Tolerance
It is understood that the tolerances have parabolic relationship with the size of
     the products. As the size increases, the tolerance within which a part can be
     manufactured also increases.
IT01 – 0.3 + 0.008D
IT0 – 0.5 + 0.012 D
IT1 – 0.8 + 0.020D
IT2 to IT4 – the values of tolerance grades are placed geometrically between
     the tolerance grades of IT1 and IT5.
IT6 – 10 i; IT7 – 16i; IT8 – 25i; IT9 – 40i; IT10 – 64i; IT11 – 100i; IT12 –
     160i; IT13 – 250i; IT14 – 400i; IT15 – 640i; IT16 – 1000i.
                                                                                17
 Formulae for
  fundamental
 deviations of
shafts up to size
    500 mm
                    18
Formulae for fundamental deviations of shafts up to size 500 mm
                                                                  19
Formulae for fundamental deviations of shafts up to size 500 - 3150 mm
                                                                         20
Selection of Holes
                     21
Selection of Shafts
                      22
Selection of Fits
Clearance Fits (Hole Basis System):
  Shafts    Grades        Description of fit                    Application
 a, b, c    11         Very large clearance       Generally not used
 d          8, 9, 10   Loose running              Loose pulleys
 e          7, 8, 9    Loose clearance            Electric motor bearings, heavily
                                                  loaded bearing
 f          6, 7, 8    Normal running             Lubricated bearings (with oil or
                                                  grease), pumps and smaller motors,
                                                  gear boxes
 g          5, 6       Precision running          Lightly loaded shafts, sliding spools,
                                                  accurate bearings
 h          5 to 11    Extreme clearance          Sockets and spigots of joints
                       (preferably for non-
                       running parts)
Preferred Clearance fits (in practice) [1] : H11/c11, H9/d9, H8/f7, H7/g6 (Guide Fit),   23
H7/h6, C11/h11, D9/h9, F8/h7, G7/h6
Selection of Fits
Transition Fits (Hole Basis System):
Shafts      Grades       Description of fit                 Application
js        5, 6, 7      Slight clearance to      Very accurate location, couplings,
                       slight interference      spigots, gears,
k         5, 6, 7      No clearance to          Precision joints likely to be
                       little clearance         subjected to vibrations
m         5, 6, 7      Slight interference      Forced assembly is required
                       (on average)
n         5, 6, 7      Slight interference      Semi-permanent or tight fit
                       and very little          assemblies
                       clearance
Preferred Transition fits [1]: H7/k6, H7/n6, K7/h6, N7/h6
                                                                                 24
Selection of Fits
Interference Fits (Hole Basis System):
 Shafts      Grades       Description of fit                   Application
p          6, 7, 8,      True interference        Fixing bushes, standard press fit
                         (light)
r          5, 6, 7       Interference (but        Tight press fit. Keys in key ways
                         can be dismantled)
s          5, 6, 7       Semi permanent/          Valve seating, collars on shafts
                         permanent fit
t, u       ----          High degree of           Permanent assemblies
                         interference
Preferred Interference fits [1]: H7/p6 (Press fit), H7/s6, H7/u6, P7/h6, S7/h6, U7/h6
                                                                                        25
Hole and shaft combinations
                              26
Preferred Fits with Hole Basis
                                 27
Preferred Fits with shaft basis
                                  28
Example #1
Evaluate limits and fits for a pair of – Diameter 6 H7/g6
Solution: The size 6 mm lies in the diametral step of 3-6, therefore, D is given
   by –       D = 3 ´ 6 = 4.24mm
The value of fundamental tolerance unit is given by –
             i = 0.45 3 D + 0.001D
             i = 0.45 3 4.24 + 0.001´ 4.24
             i = 0.7327 µ m
Limits of tolerance for hole H7
The standard tolerance is – 16 i = 16x0.7327 = 11.72 = 12 µm
The fundamental deviation H hole is – 0
Limits of tolerance for g6 shaft
The standard tolerance is – 10 i 10x0.7327 = 7.327 = 8 µm
Fundamental deviation for g shaft = -2.5D 0.34 = -2.5(4.24)0.34 = -4.085 = -4 µ m
                                                                               29
 Example #1 6 H7/g6
                                   6.012
  12 µm          H7 Hole
                                 6.000
                                                                    4 µm
                                5.996           g6 Shaft            8 µm
                                 5.988
               Disposition of tolerance zone around the zero line
Fit
Maximum clearance = Maximum size of hole - Minimum size of shaft
                    = 6.012 – 6.988 = 0.024 mm = 24 µm
Minimum clearance = Minimum size of hole - Maximum size of shaft
                       = 6.000 - 6.996 = 0.004 mm = 4 µm
The type of fit is Clearance.
                                                                           30
Example #2
Calculate the limits of sizes for f 20 P7/h6 and identify the fit.
Therefore, D is given by –
   D = 18 ´ 24 = 20.78mm
The fundamental tolerance unit i is given by –
i = 0.45 3 20.78 + 0.001´ 20.78 = 1.258µ m
Limits evaluation for P7 Hole
The fundamental deviation for p shaft is – IT7 + 0 to 5
The fundamental deviation P7 hole – IT6 + 0 to 5 =10 i + 5
                                     10 ´1.258 + 5 = 17.58 = 18µ m
For grade 7 the standard tolerance is – 16 i = 16x1.258 = 20.128 = 21 µm
                                                                           31
Example #2
Limits evaluation for h6 Shaft
The fundamental deviation for h shaft is – 0
For grade 6 the standard tolerance is – 10 i = 10x1.258 = 12.58 = 13 µm
                                 20.000
 18 µm                                          h6 Shaft
                                19.982                              19.987
21 µm          P7 Hole
                                 19.961
               Disposition of tolerance zone around the zero line
Fit
Maximum clearance = Maximum size of hole - Minimum size of shaft
                     = 19.982 – 19.987 = - 0.005 = - 5 µm
Maximum Interference = Minimum size of hole - Maximum size of shaft
                       = 19.961 - 20.000 –= - 0.039 mm = - 39 µm
The fit is Interference. But it can become Transition if you choose some value
                                                                          32
of FD for p shaft between IT7 + 1 to 5 µm
      Taylor’s Principle of Gaging
• The go gage should be designed to check the form
• The no-go gage checks the individual sections
                              Go gage:
                              • Plug gage for maximum material
                                 dimension, i.e., smallest hole
                              • Testing the function, i.e.,
                                shape and pairing dimension
                               No Go gage:
                               • Ball gage for minimum material
                                 dimension, biggest hole
                               • Testing the maximum dimension
                                                          33
References
References and other study material are available at –
1.http://www.mitcalc.com/doc/tolerances/help/en/tolerances.htm
2. http://www.ecs.umass.edu/mie/labs/mda/dlib/fit_tol/fitandtol.html
3. R. K. Jain, Engineering Metrology, Khanna Publishers, New Delhi (India)
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        50 mm
                50 mm
10 mm           10 mm
                        35