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    Copyright 2010 by K. Plantenberg

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    Chapter 4

    Tolerancing

    Topics

    Exercises

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    Tolerancing: Topics

    Summary4.1) Tolerancing and Interchangeability

    4.2) Tolerancing Standards

    4.3) Tolerance Types4.4) General Definitions

    4.5) Inch Tolerances

    4.6) Metric Tolerances4.7) Selecting Tolerances

    4.8) Tolerance Accumulation

    4.9) Formatting Tolerances

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    Tolerancing: Exercises

    Exercise 4-1: Inch tolerance definitionsExercise 4-2: Types of fit

    Exercise 4-3: Determining fit type

    Exercise 4-4: Limits and fits

    Exercise 4-5: Milling jack assembly tolerances

    Exercise 4-6: Millimeter tolerance definitions

    Exercise 4-7: Metric fit designation

    Exercise 4-8: Systems

    Exercise 4-9: Metric limits and fits

    Exercise 4-10: Tolerance accumulation

    Exercise 4-11: Over dimensioning

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    Summary

    What will we learn in Chapter 4? We will learn about tolerancing and how

    important this technique is to mass

    production.

    Key points

    If a features size is toleranced, it is allowedto vary within a range of values or limits.

    Tolerancing enables an engineer to design

    interchangeable or replacement parts.

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    Tolerancing

    4.1) Tolerancing for

    Interchangeability

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    Tolerancing / Interchangeability

    Tolerancing is dimensioning forinterchangeability.

    What is interchangeability?

    An interchangeable part is simply a mass

    produced part (a replacement part).

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    Tolerancing / Interchangeability

    How is a feature on an interchangeablepart dimensioned?

    The feature is not dimensioned using asingle value, but a range of values.

    1.00

    1.005

    .994

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    Tolerancing / Interchangeability

    A tolerance is the amount of sizevariation permitted.

    You can choose a tolerance that specifies a

    large or small variation.

    1.005

    .994

    Tolerance = 1.005 - .994 = .011

    Size limits =

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    Tolerancing / Interchangeability

    Why do we want a parts size to becontrolled by two limits?

    It is necessary because it is impossible to

    manufacture parts without some variation.

    The stated limits are a form of quality control.

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    Tolerancing / Interchangeability

    Choosing a tolerance for your design.

    Specify a tolerance with whatever degree of

    accuracy that is required for the design towork properly.

    Choose a tolerance that is not unnecessarily

    accurate or excessively inaccurate.

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    Tolerancing / Interchangeability

    Choosing the correct tolerance for aparticular application depends on:

    the design intent (end use) of the part cost

    how it is manufactured

    experience

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    Tolerancing

    4.2) Tolerancing Standards

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    Tolerancing Standards

    Standards are needed to;

    make it possible to manufacture parts at

    different times and in different places thatstill assemble properly.

    establish dimensional limits for parts that

    are to be interchangeable.

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    Tolerancing Standards

    The two most common standardsagencies are;

    American National Standards Institute(ANSI) / (ASME)

    International Standards Organization (ISO).

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    Tolerancing

    4.3) Tolerance Types

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    Tolerance Types

    The tolerancing methods presentedare:

    Limit dimensions

    Plus or minus tolerances Page or block tolerances

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    1. Limit Dimensions

    Limits are the maximum and minimumsize that a part can obtain and still

    pass inspection.

    For example, the diameter of a shaft might

    be specified as follows.

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    2. Plus or Minus Tolerances

    Plus or minus tolerances give a basicsize and the variation that can occur

    around that basic size.

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    3. Page or Block Tolerances

    A page tolerance is actually a generalnote that applies to all dimensions not

    covered by some other tolerancing

    type.

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    Tolerancing

    4.4) Shaft-Hole Assembly

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    Shaft-Hole Assembly

    Used to illustrate concepts and definitions.Both the shaft and the hole are allowed to

    vary between a maximum and minimum

    diameter.

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    Tolerancing

    4.5) Inch Tolerances

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    Inch Tolerances Definitions

    Limits: The limits are the maximum andminimum size that the part is allowed to

    be.

    Basic Size: The basic size is the size

    from which the limits are calculated.

    It is common for both the hole and the shaftand is usually the closest fraction.

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    Inch Tolerances Definitions

    Tolerance: The tolerance is the totalamount a specific dimension is permitted

    to vary.

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    Exercise 4-2

    Inch tolerance definitions

    Skip to next part of the exercise

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    Exercise 4-2

    Fill in thefollowing

    table.

    Skip to next part of the exercise

    Shaft Hole

    Limits

    Basic Size

    Tolerance

    .47 - .51 .49 - .50

    .5 or 1/2

    .04 .01

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    Inch Tolerances Definitions

    Maximum Material Condition (MMC):The MMC is the size of the part when it

    consists of the most material.

    Least Material Condition (LMC): The

    LMC is the size of the part when it

    consists of the least material.

    Skip to next part of the exercise

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    Exercise 4-2

    Fill in thefollowing

    table.

    p p

    Shaft Hole

    MMC

    LMC

    .51 .49

    .47 .50

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    Inch Tolerances Definitions

    Maximum Clearance: The maximumamount of space that can exist between

    the hole and the shaft.

    Max. Clearance = LMCholeLMCshaft

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    Inch Tolerances Definitions

    Minimum Clearance (Allowance): Theminimum amount of space that can exist

    between the hole and the shaft.

    Min. Clearance = MMCholeMMCshaft

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    Exercise 4-2

    Fill in thefollowing

    table.

    Max. Clearance

    Min. Clearance

    .50 - .47 = .03

    .49 - .51 = -.02

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    Exercise 4-2

    What doesa negative

    clearance

    mean?

    Max. Clearance

    Min. Clearance

    .50 - .47 = .03

    .49 - .51 = -.02

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    Types of Fits

    There are four major types of fits. Clearance Fit

    Interference Fit

    Transition Fit Line Fit

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    Types of Fits

    What is a clearance fit?There is always a space.

    Min. Clearance > 0

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    Types of Fits

    What is an in terference fit?There is never a space.

    Max. Clearance 0

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    Types of Fits

    What is a t rans i t ion f i t?Depending on the sizes of the shaft and hole

    there could be a space or no space.

    Max. Clearance > 0

    Min. Clearance < 0

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    Types of Fits

    What is a l ine fit?There is a space or a contact (hole dia = shaft

    dia)

    Max. Clearance > 0

    Min. Clearance = 0

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    Exercise 4-3

    Types of fits

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    Exercise 4-4

    Determining fit type

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    Exercise 4-4

    Determine the basic size and type of fitgiven the limits for the shaft and hole.

    Shaft Limits Hole Limits Basic

    Size

    Type of fit

    1.498 - 1.500 1.503 - 1.505

    .751 - .755 .747 - .750

    .373 - .378 .371 - .375

    .247 - .250 .250 - .255

    1.5 Clearance

    .75 Interference

    .375 Transition

    .25 Line

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    ANSI Standard Limits and Fits

    The following fit types and classes are inaccordance with the ANSI B4.1-1967

    (R1994)standard.

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    ANSI Standard Limits and Fits

    Locational fits (LC, LT, LN). Locational fits are intended to determine

    only the location of the mating parts.

    See table 4-3 for a more detailed description.

    LC = Locational clearance fits

    LT = Locational transition fits

    LN = Locational interference fits

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    ANSI Standard Limits and Fits

    FN: Force Fits. Force fits provide a constant bore pressure

    throughout the range of sizes.

    See table 4-4 for a more detailed description.

    FN1FN5 (tightest)

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    Exercise 4-5

    Limits and fits

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    Exercise 4-5

    Given a basic size of .50inches and a fitof RC8, calculate the limits for both the

    hole and the shaft.

    Use the ANSI limits and fit tables given inAppendix A.

    Page A 2

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    Page A-2

    Basic size = .5

    Fit = RC8

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    Exercise 4-5

    Given a basic size of .50inches and a fitof RC8, calculate the limits for both the

    hole and the shaft.

    Standard Limits Hole = +2.8 0

    Standard Limits Shaft = -3.5 -5.1

    These are the values that we add/subtract

    from the basic size to obtain the limits.

    What are the units?

    See page A-1.

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    Exercise 4-5

    Given a basic size of .50inches and a fitof RC8, calculate the limits for both the

    hole and the shaft.

    Hole Limts = .50 - 0 = .5000

    .50 + .0028 = .5028

    Shaft Limits = .50 - .0035 = .4965

    .50 - .0051 = .4949

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    Exercise 4-6

    Milling Jack assembly

    tolerances

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    The V-Anvil fits into the Sliding Screw with a RC4 fit

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    The V Anvilfits into the Sliding Screwwith a RC4fit.

    The basic size is .375(3/8). What are the limits?

    .3750 - .3759

    .3739 - .3745

    The Sliding Screw fits into the

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    The Sliding Screwfits into the

    Basewith a RC5fit. The basic

    size is .625(5/8). Determine the

    limits for both parts.

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    Tolerancing

    4.6) Metric Tolerances

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    Metric Tolerances Definitions

    Limi ts, Basic Size,Tolerance, MMC andLMChave the same definition as in the

    inch tolerance section.

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    Exercise 4-7

    Millimeter tolerance definitions

    Skip to next part of the exercise

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    Exercise 4-7

    Fill in thefollowing

    table.

    Shaft Hole

    Limits

    Basic Size

    Tolerance

    2.12.2 1.82.0

    2

    0.1 0.2

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    Metric Tolerances Definitions

    Upper deviation: The upper deviation isthe difference between the basic size and

    the permitted maximum size of the part.

    UD = |basic sizeDmax|

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    Metric Tolerances Definitions

    Lower deviation: The lower deviation isthe difference between the basic size and

    the minimum permitted size of the part.

    LD = |basic sizeDmin|

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    Metric Tolerances Definitions

    Fundamental deviation: Thefundamental deviation is the closest

    deviation to the basic size.

    The fundamental deviation is the smaller ofthe UD and the LD.

    A letter in the fit specification represents the

    fundamental deviation.

    Ex: Metric Fit = H11/c11

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    Exercise 4-7

    Fill in thefollowing

    table.

    Shaft Hole

    UD

    LD

    FD

    0.2 0

    0.1 0.2

    0.1 0

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    Exercise 4-7

    Fill in thefollowing

    table.

    Type of fit Interference

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    Metric Tolerances Definitions

    International tolerance grade number(IT#): The IT#s are a set of tolerances

    that vary according to the basic size and

    provide the same relative level of

    accuracy within a given grade.

    The number in the fit specification

    represents the IT#.

    A smaller number provides a smallertolerance.

    Ex: Metric Fit = H11/c11

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    Metric Tolerances Definitions

    Tolerance zone: The fundamentaldeviation in combination with the IT#

    defines the tolerance zone.

    The IT# establishes the magnitude of thetolerance zone or the amount that the

    dimension can vary.

    The fundamental deviation establishes the

    position of the tolerance zone with respectto the basic size.

    Ex: Metric Fit = H11/c11

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    ANSI Standard Limits and Fits

    The following fit types are in accordancewith the ANSI B4.2-1978 (R1994)

    standard.

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    Available Metric Fits

    Hole Basis Shaft Basis FitH11/c11 C11/h11 Loose running

    H9/d9 D9/h9 Free running

    H8/f7 F8/h7 Close running

    H7/g6 G7/h6 Sliding

    H7/h6 H7/h6 Locational clearance

    H7/k6 or

    H7/n6

    K7/h6 or

    N7/h6

    Locational transition

    H7/p6 P7/h6 Locational interference

    H7/s6 S7/h6 Medium drive

    H7/u6 U7/h6 Force

    The difference between Hole

    and Shaft Basis Fits will be

    discussed in an upcoming

    section.

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    Tolerance Designation

    A Metric fit is specified by stating thefundamental deviation and the IT#.

    Remember!

    IT# = the amount that the dimension canvary (tolerance zone size).

    Fundamental deviation (letter) = establishes

    the position of the tolerance zone with

    respect to the basic size. Hole = upper case

    Shaft = lower case

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    Tolerance Designation

    Fits are specified by using the:fundamental deviation (letter)

    IT# (International Tolerance Grade #).

    When specifying the fit:The hole = upper case letter

    The shaft = lower case letter

    Ex: Metric Fit = H11/c11

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    Exercise 4-8

    Metric fit designation

    Fill in the appropriate name for the fit component.

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    Fill in the appropriate name for the fit component.

    Basic size

    Fundamental Deviation IT#

    Hole Tolerance Zone

    Shaft Tolerance Zone

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    Basic Hole / Basic Shaft Systems

    Metric limits and fits are divided into twodifferent systems; the basic holesystem

    and the basic shaftsystem.

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    Basic Hole / Basic Shaft Systems

    Basic hole system: The basic holesystem is used when you want the basic

    size to be attached to the hole dimension.

    For example, if you want to tolerance a shaft

    based on a hole produced by a standard

    drill, reamer, broach, or another standard

    tool.

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    Basic Hole / Basic Shaft Systems

    Basic shaft system: The basic shaftsystem is used when you want the basic

    size to be attached to the shaft dimension.

    For example, if you want to tolerance a hole

    based on the size of a purchased a

    standard drill rod.

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    Exercise 4-9

    Systems

    E i 4 9

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    Exercise 4-9

    Identify the type of fit and the system usedto determine the limits of the following

    shaft and hole pairs

    Shaft Hole Type of Fit System

    9.972 - 9.987 10.000 - 10.022

    60.002 - 60.021 60.000 - 60.030

    39.984 - 40.000 39.924 - 39.949

    Clearance Hole

    Transition Hole

    Interference Shaft

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    Exercise 4-10

    Metric limits and fits

    E i 4 10

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    Exercise 4-10

    Find the limits, tolerance, type of fit, andtype of system for a 30 H11/c11fit.

    Use the tolerance tables given in Appendix

    A.

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    Page A-8

    E i 4 10

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    Exercise 4-10

    Find the limits, tolerance, type of fit, andtype of system for a 30 H11/c11fit.

    Shaft Hole

    Limits 29.760 - 29.890 30.000 - 30.130

    Tolerance

    System

    Fit

    0.13 0.13

    Hole

    ClearanceLoose Running

    Exercise 4 10

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    Exercise 4-10

    Find the limits, tolerance, type of fit, andtype of system for a 30 P7/h6fit.

    Use the tolerance tables given in Appendix

    A.

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    Page A-11

    Exercise 4 10

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    Exercise 4-10

    Find the limits, tolerance, type of fit, andtype of system for a 30 P7/h6fit.

    Shaft Hole

    Limits 29.987 - 30.000 29.96529.986

    Tolerance

    System

    Fit

    0.013 0.021

    Shaft

    Locational Interference

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    Tolerancing

    4.7) Selecting Tolerances

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    Selecting Tolerances

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    Selecting Tolerances

    Choosing the most appropriate tolerancedepends on many factors such as;

    length of engagement,

    bearing load,

    speed, lubrication,

    temperature,

    humidity, and material.

    Experience also plays a significant role.

    Machining and IT Grades

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    Machining and IT Grades

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    Tolerancing

    4.8) Tolerance Accumulation

    Tolerance Accumulation

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    Tolerance Accumulation

    The tolerance between two features of apart depends on the number of controlling

    dimensions.

    Tolerance Accumulation

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    Tolerance Accumulation

    The distance could be controlled by asingle dimension or multiple dimensions.

    Tolerance Accumulation

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    Tolerance Accumulation

    The maximum variation between twofeatures is equal to the sum of the

    tolerances placed on the controlling

    dimensions.

    Tolerance Accumulation

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    Tolerance Accumulation

    As the number of controlling dimensionsincreases, the tolerance accumulation

    increases.

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    Exercise 4-11

    Tolerance Accumulation

    Exercise 4-11

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    Exercise 4-11

    What is the tolerance accumulationforthe distance between surface Aand Bfor

    the following three dimensioning

    methods?

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    3070 .

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    2070 .

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    40.1

    109.9

    69.8

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    1070 .

    Exercise 4-11

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    Exercise 4 11

    If the accuracy of the distance betweensurface A and B is important, which

    dimensioning method should be used?

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    Exercise 4-12

    Over dimensioning

    Assuming that the diameter dimensions are correct,

    explain why this object is dimensioned incorrectly

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    explain why this object is dimensioned incorrectly.

    1. The decimal places dont match.

    Formatting tolerances will be discussed next

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    2.983.00

    Formatting tolerances will be discussed next.

    2. The dimensions are inconsistent.

    1.98 + .99 = 2.972.01+1.00 = 3.01

    This part is over dimensioned.

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    Tolerancing

    4.9) Formatting Tolerances

    Formatting Metric Tolerances

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    Formatting Metric Tolerances

    Tolerances from standardized fit tablesare listed on drawings as;

    The person reading the print

    has to have access to thestandard fit tables.

    Formatting Metric Tolerances

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    Formatting Metric Tolerances

    Unilateral tolerances

    A single zero without a plus or minus sign.

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    Formatting Metric Tolerances

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    g

    Limit dimensions

    Both values should have the same numberof decimal places.

    Formatting Metric Tolerances

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    g

    Using Basicdimensions with the tolerance

    The number of decimal places in the basicdimension does not have to match the

    number of decimal places in the tolerance.

    Formatting Inch Tolerances

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    g

    Unilateral and Bilateral tolerances

    The basic dimension and the plus and

    minus values should have the same number

    of decimal places.

    Formatting Inch Tolerances

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    g

    Limit dimensions

    Both values should have the same numberof decimal places.

    Formatting Inch Tolerances

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    g

    Using Basicdimensions with the tolerance

    The number of decimal places in the basicdimension should match the number of

    decimal places in the tolerance.

    Formatting Angular Tolerances

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    g g

    Angular tolerances

    Both the angle and the plus and minusvalues have the same number of decimal

    places.

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    Tolerancing

    The End