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Summary of Annotations

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shafts are much easier than holes to machine small


diameters

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the main systems of Limits and Fits, for engineering


purposes, is usually the ‘hole-based’ system

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Limits are imposed on the manufacturing


processes, to ensure that, if any two mating parts are
manufactured to the dimensions as stated on the relevant
drawings, then the parts will assemble without need of further
major adjustments and in the least time possible

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The limits are based on the allowances and tolerances imposed on the dimensions of the manufactured parts

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An allowance is a difference in dimension that is necessary to


give a particular ‘class of fit’ between two parts

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The term ‘shaft’
also includes bolts and pins
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If the shaft is constant and the hole varies in size, then the
system used is said to be ‘shaft-based’

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The
hole-based system is the one in more general use

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If the hole is constant


and the shaft varies in size, then the system is ‘hole based’

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The correct allowance


would be the difference between the high limit of the shaft and
the low limit of the hole

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Tolerance is the difference between the high and low


limits of size for that dimension

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Tolerance may
be considered as a numerical expression of the desired quality
of workmanship

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Types of Tolerances

1) Bilateral (eg: 100 mm +– 0.01 mm)


2) Unilateral (eg: 100 mm + 0.02 mm, 100 mm – 0.00 mm)
3) Limits (eg: 100.01 mm,
99.99 mm)

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With sheet material, such as patch plates, usually


have a tolerance in one direction only, the nominal size being
the lower limit.

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if the hole is to be reamed, then it must be drilled


slightly smaller than its nominal size, to allow for the metal
removed by the reamer

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Drill sizes are fixed and can be


found on charts that list each standard drill size, together with
other columns such as clearance and tapping sizes

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There are three principal classes of fit, between shafts and


holes:

Summary continued on next page.


1) Interference Fit: where the shaft is larger than the hole

2) Transition Fit: where the shaft and hole are approximately


the same size

3) Clearance Fit: where the shaft is smaller than the hole

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if, due to different combinations of limits, we get either interference fit or clearance fit, we call it a transition fit

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Class A holes are


manufactured to a closer tolerance than are Class B holes

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In the early Newall hole-based system of limits, the holes are


classified as Class A and Class B fits

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in Newall system, shafts are classified, using the letters F,


P, D, X, Y, and Z.
Table on page# 7.6-8

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In the Transition Fit, the differences in the upper and lower limits
of both items are negligible so that only light effort is required to
insert the shaft into the hole

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The upper and lower limits of the shaft, in a Clearance Fit, are
always less than those of the hole, so that the shaft moves
easily within the hole

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in an Interference Fit, the upper


and lower limits of the shaft are greater than the corresponding
limits of the hole and, thus, force is necessary to achieve the fit

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The extreme permissible values of a dimension are known as limits.


- The larger dimension is called
the upper limit, and
- the smaller dimension the lower limit

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Nominal size – The dimension of an object when variations in


size are disregarded

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Basic Size is the theoretical exact size from which


limits of size are determined by the application of allowances
and tolerances
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Deviation is the algebraic difference between a size


and the corresponding basic size

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Upper deviation is the algebraic difference


between the maximum limit and the corresponding basic size

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Lower deviation is the algebraic difference


between the minimum limit and the corresponding basic size

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The 'upper limit' is the largest size allowed

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The 'lower limit' is the smallest size allowed

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Fundamental deviation is either the


upper or the lower deviation, depending on which is closer to
the basic size

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The fundamental deviation locates the tolerance


zone relative to the basic size

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Tolerance is the difference between the upper and


lower limit
- Where variation either side of the nominal dimension

Summary continued on next page.


can occur, the tolerance is called bilateral
- Where one tolerance
is zero the tolerance is said to be unilateral

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International tolerance grade numbers are numbers which for a


particular IT
Numbers have the same relative level of accuracy but vary
depending upon the nominal or basic size

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British Standard Limits and Fits (BS 4500) - Governs limits


and fits used for holes and shafts in industry

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Clearance is the measured difference in dimensions of two mating parts when the inner member is
smaller than the outer member

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Interference is the measured difference


in dimensions of two mating parts when the inner member is
larger than the outer member

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Allowance – The minimum stated clearance or the maximum


stated interference for mating parts

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Wear occurs at any time that there is motion between two parts

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The Schedule of Fits and Clearances contains tables, which


specify the limits on wear and other characteristics such as:
- Ovality (of a hole or shaft)
- Bow of a shaft
- Twist of a shaft

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When dealing with shafts and tubes, it is vital that not only are
the ends square with each other, but that the centreline of the
complete shaft or tube is straight

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If the centre line of the shaft is not straight, then the item is
bowed

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Twist is the result of applied torsion on circular or square sectioned shafts

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If the shaft has a square


section, it can be checked for twist on a surface table using a
DTI mounted on a surface gauge
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The shafts can be checked for the presence of twists, by mounting


the shaft in V blocks and, then, locating these marks in the
horizontal position

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Solid or tubular shafts that have to be checked for twist will


possibly have witness marks or lines engraved or etched at
each end of the shaft

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It is possible to measure the amount of twist, to which a shaft is


subjected, whilst in operation or rotation, by the use of strain
gauges

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The strain gauges emit varying amounts of electric current when


under strain, giving an indication (on a calibrated instrument) of
the load being applied

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Dimension New relates to the size of the part when new, and
will show the relevant tolerances

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The four dimensions typically covered in wear tables are:


1. Dimension New
2. Permissible Worn Dimension
3. Clearance New

Summary continued on next page.


4. Permissible Worn Clearance

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Permissible Worn Dimension refers to the size to which a part


may wear before it must be rejected as unserviceable

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Clearance New is the desired clearance in limit form

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Interference fits are quoted as negative clearances

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Permissible Worn Clearance refers to the maximum allowable


clearance when reassembling the component

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Parts,
which are not worn beyond permissable worn dimension size, can be used again,
providing a suitable mating part is chosen to keep the clearance
within the permissible figure

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This usually occurs as a result of the surface wearing, through


friction or linear movement
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Ovality can apply equally to


holes and shafts

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Holes may be tested for ovality, using such instruments as


Go/No-Go gauges, internal micrometers, or callipers

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A shaft may be tested for ovality, by the use of snap gauges,


external callipers and micrometers

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It is important to test for ovality of a shaft, before testing it for


bow, as the results may be suspect if bow is done first

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Bow in a shaft can be determined, in a workshop, by utilising V


blocks, a surface gauge and a DTI (in conjunction with a surface
table)

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Iso system of limits

complete page: 7.6-16

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The magnitude of the tolerance zone is the unilateral variation in


part size and is the same for both the internal and the external
dimensions

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The tolerance zones are specified in international


tolerance grade numbers, called IT numbers.
- The smaller grade
numbers specify a smaller tolerance zone.
- IT numbers range from IT
01 to IT 16, but only grades IT06 to ITII are needed for
the preferred fits

#3 Text (Shabbir)

(taken from pic on page# 7.6-20)

IT grades:
01 to 07 = for measuring tools
05 to 11 = for fits
08 to 14 = for materials
12 to 16 = for (laroe) manufacturing tolerances

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