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 CHAPTER 1 LINEAR & GEOMETRICAL TOLERANCE MET 3012 METROLOGY

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CHAPTER 1

LINEAR &

GEOMETRICAL

TOLERANCE

MET 3012

METROLOGY

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TOLERANCING ± Control of Variability

Goals

Understand the description and control of variability 

through tolerance.

Understand the various classes of  fits.

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TOLERANCE

The total amount a dimension may vary. It is the difference between the maximum and minimum 

limits.Way to express:1. Direct limits or  as tolerance limits applied to a 

dimension

2. Geometric tolerances3.  A general tolerance note in title block4. Notes referring to specific condition

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1. Direct limits and tolerance value

3.49

3.53

 A) Direct limits

3.49 ± 0.003

B) Tolerance value

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2. Geometric Tolerance System

Geometric 

dimensioning and tolerancing (GD&T) is a 

method of  defining 

parts based on how 

they function, using 

standard ANSI symbols

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3. Tolerance Specification in TitleBlock

General tolerance 

note specifies the tolerance for  all unspecified 

tolerance 

dimensions

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4. Notes Referring to SpecificCondition

General Tolerances could be in the form of  a note similar  to the one shown below:

ALL DECIMEL DIMENSIONS TO BE HELD TO.002´

MEANS THAT A DIMENSION SUCH AS .005 WOULD BE ASSIGNED A TOLERANCE OF ±0.002, RESULTING IN UPPER LIMIT OF .502 

 AND A LOWER LIMIT OF .498

 

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Important Terms ± single part

Nominal Size ± general size, usually expressed in common fraction (1/2´ for  the slot)

Basic Size± theoretical size used as starting point (0.500´ for  the slot)

Actual Size ± measured size of  the finished part (0.501´ for  the slot)

.502 Upper Limit (LMC)

.498 Lower Limit (MMC)

 

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Important Terms ± single part

Limits ± maximum and minimum sizes shown 

by tolerances (.502 and .498  ± larger value is 

the upper  limit and the smaller value is the 

lower  limit, for  the slot)

Tolerances ± total allowable variance in 

dimensions (upper  limit  ±

lower  limit) ±

object dimension could be as big as the upper  limit or  as small as the limit or  anywhere in between

 

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Important Terms ± multiple part

Allowance ± the minimum clearance or  

maximum interference between parts Fit ± degree of  tightness between two parts

Clearance fit ± tolerance of  mating parts always leave a spaceInterference fit ± tolerance of  mating parts 

always interfereTransition fit ± sometimes interfere, sometimes clear 

 

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Shaft and Hole Fits

 

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Shaft and Hole Fits

 

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Metric Limits and Fit

Based on Standard Basic Sizes  ± BS

4500:1990 and ISO 286-1:1988 Note that in the metric system:

Nominal size = Basic size

Example:

If  the nominal size is 8 mm, then the basic size is 8 mm.

 

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Metric Tolerance

Nominal size = 8

Minimum clearance = 0.040Maximum clearance = 0.112

Tolerance band = CLmax ± CLmin

= T1 + T2

= 0.072

7.9607.924

8.0368.000

0.036

0.036

 

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Fit systems

1. Hole basis system

Fits are obtained by changing various tolerance class of  shaft with single tolerance 

class of  holes

2. Shaft basis system

Fits are obtained by changing various tolerance class of  holes with single tolerance 

class of  shaft

 

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Basic Hole System or Hole Basis

1. Definition of  the ³Basic Hole System´

The ³mini mum size´ of  the hole is equal to the ³basic size´ of  the fit

Example:

If  the normal size of  fit is 20 mm, then the 

minimum size of  the hole in the system will be 20 mm.

 

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Basic Hole System

Clearance = Hole  ± Shaft

Cmax = Hmax±

Smin

Cmin = Hmin ± Smax

Both Cmax and Cmin > 0  ± Clearance fit

Both Cmax and Cmin < 0  ± Interference fit

Cmax > 0 and Cmin < 0 ±

Transition fit System Tolerance = Cmax - Cmin

 Allowance = Min Clearance = Cmin

 

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Basic Hole System - Example

Calculate Maximum and

minimum clearanceClearance = Hole  ± ShaftCmax = Hmax ± Smin

Cmax = 35.025  ± 35.026 = -0.001

Cmin = 35.000 ±

35.042 = -0.042What type of  fit?Cmax <Cmin < 0  ± Interference fit

35.042

35.026

35.025

35.000

 

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Basic Hole System - Example

Calculate Maximum and

minimum clearanceClearance = Hole  ± ShaftCmax = Hmax ± Smin

Cmax = 35.062  ± 34.82 = 0.242

Cmin = 35.000 ±

34.82 = 0.08What type of  fit?Cmax >Cmin > 0  ± Clearance fit

34.92

34.82

35.062

35.000

 

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Basic Hole System

 

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Basic Hole System

 

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Basic Hole System

 

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Tolerance

Tolerance is permitted variation of  size of  a part 

to allow for variation in manufacturing process Tolerance is indirectly a measure of  quality, the 

smaller  the tolerance, the higher  the quality; it is also related to the cost of  production

Ideal interchangeable mating parts would be those without any kind of  dimensional variation 

 ± exact size on blue print or  specification

 

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Why impossible to get the exact

size in actual practice?

Find the answer«..

 

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Type of Tolerance

1. Standard of tolerance grades

Desinated by letter IT (eg. IT7)

ISO provides 20 Std tolerance grade IT0  ± IT18 

(IT0 and IT01 not generally in use)

When associated with letters, letter IT is ommited (eg. h7)

Number  representing std grade tolerance

 

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Type of Tolerance

2. Tolerance Zone

Desinated by 27 upper  case letter  for  holes 

(A«.ZC) and 27 lower  case letter  for  shaft (a«zc)

Letter  indicate fundamental deviation that form tolerance zone

 

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Fundamental Deviation

27 possible fundamental 

deviations of  holes and shaft showed by the 

tolerance zones.

Range of  each zone is 

determined based on 

practical experience of  the 

manufacturing process involved

 

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Type of Tolerance

3. Tolerance class

Fundamental deviation followed by standard 

tolerance grade form tolerance class

Eg. H7 (holes), h7 (shafts)

 

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Type of Tolerance

4. Tolerance size

Basic size followed by tolerance class or  expilcit deviations

Eg. 32H7, 80 js15, 100 j6

 

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Note

Fitting between mating features is

represented by:

Common basic size (eg. Diameter )

Tolerance class symbol for  the hole (eg. H)

Tolerance class symbol for  the shaft (eg. f ) Eg.  52H7/g6 (hole basis system)

52h6/G7 (shaft basis system)

 

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Exercise

Given the fitting of two assemblies as follows:

65h6/P7

145H7/k6

 

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Question

1. Explain briefly the meaning of  each symbol 

used in the above fitting2. Calculate Cmax and Cmin for  each assy

3. Determine the type of  fitting

4. With proper  sketch, label the upper & lower  

limits, allowance, interference and tolerance

 

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Formula of standard tolerance

grades

a. Standard tolerance grades IT0 to IT04

Values for  std tolerance in grades IT0 and IT01 are 

given separately in table 5 due to its limited used 

in practice. No formulae are given for IT2, IT3 and 

IT4. Value for  these grade have been 

approximately scaled in geometrical progression 

between the values for IT1 and IT5

 

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Formula of standard tolerance

grades

b. Standard tolerance grades IT5 to IT18

Standard tolerance factor  i in micrometers is 

calculated from the following formula:

i = 0.453¥D + 0.001D

Where D = geometric mean of  basic size range

= ¥(D1 x D2)

 

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Standard tolerance grades values

Values of  the standard tolerance are calculated in 

terms of  standard tolerance factor, i as shown in table 7

Note: For IT6 upwards, the standard tolerance are 

multiplied by a factor  of  10 at each fifth step. This rule applies to all standard tolerance above IT18

 

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Examples:

1. Calculate geometrical mean for  the basic size 

range of  3 to 6mm.D = ¥(3 x 6) = 4.243 mm

2. Determine the tolerance grade for IT20

IT20 = IT15 x 10

= 640i x 10= 6400i

Numerical values of various tolerance grades IT

are given in Table 1

 

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Fundamental deviation

 A. Fundamental deviation for  shafts

B. Fundamental deviation for  holes

 

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Fundamental deviations for js and

JS

 js and JS are a symmetrical distribution of  standard tolerance grade about the zone line

 

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Fundamental deviation

Example:

Determine the limit of  size for  a shaft ø40g11 using standard tolerance and deviation information 

given in table 1 and 2.

 

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Fundamental deviation

Solution:Basic size range = 30 to 50 mm

Standard tolerance = 160 µm (from table 1, IT11)Fundamental deviation = -9µm (from table 2, under   g¶)Upper  deviation = fundamental deviation = -9µ mLower  deviation = fundamental deviation  ± tolerance

= -9µ m  ± 160µ m= -169 µ m

Limit of  shaft size:Maximum = basic size + upper  deviation

= 40  ± 0.009 = 39.991 mmMinimum = basic size + lower  deviation

= 40  ± 0.169 = 39.831 mm 

 

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Fundamental deviation

Example:

Determine the limit of  size for  a hole ø130N4 using standard tolerance and deviation information 

given in table 1 and 3 fundamental deviation.

 

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Fundamental deviation

Solution:Basic size range = 120 to 180 mm

Standard tolerance = 12 µm (from table 1)Fundamental deviation = -27 + µm (from table 3)

Value of  = 4 µm (from table 3)

Upper  deviation = fundamental deviation = -27 + 4µm = -23µmLower  deviation = fundamental deviation  ± tolerance

= -23  ± 12= -35 µm

Limit of  shaft size:Maximum = basic size + upper  deviation

= 130  ± 0.023 = 129.977 mmMinimum = basic size + lower  deviation

= 130  ± 0.035 = 129.965 mm

 

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Fundamental deviation

Example:

Working from the basic principles, find suitable tolerances:a) 82 mm IT6

b) 440 mm IT12Compare the calculated values with the rounded values

 

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Fundamental deviation

Solution:80 mm is in the range 80

 ± 120440 mm is in the range 400  ± 500

From table 7, IT6 =10i and the tolerance increase in accordance 

with the R5 series (geometric progression) as the IT number  increase, hence:

IT series  6 7 8  9  10 11  12  13

R5 series  1  1.6  2.5  4  6.4  10 16  25

IT12 tolerances are 16x of IT6 tolerances

 

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Fundamental deviation

82 mm fall in between basic size range 80 and 120

D = ¥(80x120) = 98

i = 0.45(98)1/3 + (0.001 x 98) = 2.173 µmIT6 = 10i = 21.73 µm (BS4500 gives 22 µm) « see also Table 1

440 mm fall in between basic size range 400 and 500

D = ¥(400x500) = 447

i = 0.45(447)1/3

+ (0.001x447) = 3.888 µmIT12 = 16 x IT6 = 160i (see Table 7)

= 160 x 3.88= 622 µm (BS4500 gives 630 µm) « see also Table 1