Shaft Hole Fit Calculation

Calculate tolerance fits between shafts and holes, supporting standard and custom tolerance settings.

mm

Shaft

 
 

Hole

 
 

FIT ASSEMBLY

Tolerance Fit Types

In engineering and manufacturing, "tolerance fit" refers to the relationship between the sizes of two mating parts, such as a shaft and a hole. This relationship determines how the two parts will fit together and function. There are three primary types of tolerance fits: clearance fit, interference fit, and transition fit. Each type serves different functional requirements and applications.

Clearance Fit

Description: In a clearance fit, there is always a gap or clearance between the mating parts. The size of the shaft is always smaller than the size of the hole.

Characteristics: This fit allows for easy assembly and disassembly. The degree of clearance can vary from slight to substantial, depending on the application.

Applications: Commonly used where parts need to move freely relative to each other, such as in bearings, sliding shafts, and removable parts.

Interference Fit

Description: In an interference fit, the size of the shaft is larger than the size of the hole. To assemble these parts, force is required, and the parts deform slightly to fit together.

Characteristics: This fit creates a very tight assembly, with the parts effectively becoming a single unit. It may require heating or cooling during assembly.

Applications: Used where the components must not move relative to each other, such as in gear hubs, drive shafts, and certain types of couplings.

Transition Fit

Description: A transition fit falls between clearance and interference fits. Depending on the actual sizes of the hole and shaft, the fit can either be a slight clearance or slight interference.

Characteristics: This fit provides a compromise between some freedom of assembly and a degree of fit snugness, allowing for either a small amount of clearance or interference.

Applications: Common in applications that require accurate location but not rigidity, such as dowel pins in machinery or alignment of certain automotive parts.

The selection of the appropriate type of fit depends on the requirements of the specific application, including the nature of the parts' function, the conditions they will be subjected to, and the desired ease or difficulty of assembly. These fits are standardized, with various specific fits categorized under these three broad types, each with its own standardized tolerances.

FAQ

  • What is the difference between standard and custom tolerance settings?
    Standard tolerance settings use ISO 286 predefined values for common engineering applications. Custom settings allow you to input specific upper and lower deviations for specialized applications or non-standard requirements. Most engineering projects use standard tolerances for consistency and cost-effectiveness.
  • How do I choose the right tolerance grade for my application?
    Lower IT grades (IT01-IT7) provide higher precision but cost more to manufacture. Higher IT grades (IT8-IT18) are more economical but less precise. Choose IT6-IT7 for precision fits, IT7-IT9 for general engineering, and IT10+ for rough applications. Consider manufacturing capabilities and cost constraints.
  • What does the fit visualization canvas show?
    The canvas displays a graphical representation of the shaft-hole relationship, showing the relative positions of tolerance zones. Green areas indicate clearance, red areas show interference, and yellow represents transition zones. This helps visualize how parts will fit together before manufacturing.
  • When should I use clearance, interference, or transition fits?
    Use clearance fits (H/h combinations) for moving parts like bearings and slides. Use interference fits (H/p, H/s) for permanent assemblies like gear hubs. Use transition fits (H/j, H/k) for location pins and semi-permanent assemblies that may need occasional disassembly.
  • How accurate are the calculated fit values for manufacturing?
    The calculations follow ISO 286 standards and are suitable for precision manufacturing. Values are calculated to micrometer precision. However, actual manufacturing tolerances depend on machining capabilities, measurement accuracy, and quality control processes. Always verify with your manufacturing team.
  • Can I use this calculator for non-circular parts or special materials?
    This calculator is designed for circular shaft-hole fits in standard materials. For non-circular parts, special materials (plastics, composites), or extreme temperatures, additional factors like thermal expansion, material properties, and geometric considerations must be evaluated separately.