Hole Basis system and Shaft Basis System

Monday 15 July 2013
Hole Basis system: If the system of assembly of shaft and hole is consisting of basic hole, then that type of system is known as Hole Basis System. It means for the system of assembly of shaft and hole, the zero line will be lying on the minimum diameter of the hole as shown figure. For this system the lower limit size of hole is equal to basic size.

Hole basis system


Shaft Basis system: If the system of assembly of shaft and hole consisting of basic shaft, then that type of system is known as Shaft Basis System. It means for the assembly of shaft and hole, the zero line will be lying on the maximum size of the shaft as shown. For this system the Upper Limit Size of shaft is equal to the Basic Size.



Shaft Basis System
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Basic Hole and Basic Shaft

Monday 15 July 2013
Basic Hole: If the lower limit size or minimum size of hole is equal to the basic size then that type of hole is known as basic hole for a given assembly of hole and shaft.
  For the basic hole the zero line will be lying on minimum size of the hole. For the Basic Hole the lower deviation is zero because the difference between the Lower Limit Size and Basic Size is zero.


Basic Shaft: If the upper limit size or maximum size of the shaft is equal to the basic size then that type of hole is known as Basic Shaft for a given shaft and hole assembly.
   For the basic shaft the zero line will be lying on the maximum size of the shaft. For the basic shaft upper deviation will be zero because the difference between Upper Limit Size and Basic Size is zero.


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Fits and its typs

Wednesday 10 July 2013
   Fit is defined as a degree of tightness or looseness between two mating parts to perform definite function when they are assembled together.
   A fit may result either in a movable joint or a fixed joint. For example, a shaft running in a bearing can move in relation to it and thus forms a movable joint, where as, a pulley mounted on the shaft forms a fixed joint.

   Types of Fits:
        There are 3 types of fits. They are
i) Clearance fit
ii) Transition fit
iii) Interference fit

Clearance fit: In this type of fit the shaft diameter is always less than the hole diameter. For any given shaft and hole assembly clearance fit can be decided by the statement as according to the limits if the upper limit size of the shaft is less than the lower limit size of the hole then that type of fit is known as clearance fit. So that the shaft can slide or rotate through different degree of freedom according to the purpose of the mating parts.
     Maximum clearance: It is the difference between the maximum size of the hole and minimum size of the shaft.
     Minimum clearance: It is the difference between the minimum size of the hole and maximum size of the shaft.

                                                          Clearance Fit

 Interference fit: In this type of fit the minimum diameter of the shaft is always greater than the maximum size of the hole. This type of fit between the shaft and hole will give the permanent type of fit and can be used as a solid component.
    Elastic strains developed on the mating surfaces during the process of assembly prevent relative movement of the mating parts.
                                                       Interference fit 

  Transition fit: This type of fit lies mid way between clearance fit and interference fit. In this type size limits on the mating parts so selected may give clearance fit or interference fit depending on the actual sizes of the parts.


                                                           Transition Fit

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Basic terminology for understanding the limits by conventional diagram

Saturday 6 July 2013
  There are various terms are there to understand the limits given to certain objects. These terms are explained by using simple shaft and hole assembly. The following are the terms related to limits.

   Basic size: It is a standard size of hole or shaft which is decided during the designing process with which limits are to be decided.

   Actual size: It is a final dimension of hole or shaft which is measured after manufacturing process.

   Zero line: It is straight line which is drawn to represent the basic size. All limits and fits are explained with the reference of the zero line.

   Tolerance: It is defined as permissible variation that are to be given onto the dimensions of the product.
It can be also defined as difference between the maximum size of the object and minimum size of the object.

   Generally the tolerance is given in terms of Upper limit and Lower limit in between which final dimension of the object should be.

  Upper limit: It is a limit which is given to the dimension of any object to determine the upper limit size or maximum size of that object.
  Lower limit: It is a limit which is given to the dimension of any object to determine the lower limit size or minimum size of that object.

  Tolerance zone: It defined as an area formed by the difference between maximum dimension and minimum dimension of the object.

  Deviation: It is defined as the algebraic difference between limit of shaft or hole and basic size of the shaft or  hole.
  There are two types of deviations. They are i) Upper deviation ii) Lower deviaton

Upper deviation: It is defined as the difference between upper limit size and the corresponding basic size. It is represented by ES for hole and es for shaft. It is positive when the upper limit size is greater than the basic size. It is negative when the upper limit size is less than the basic size.
                                         Upper deviation = Upper limit size - Basic size

Lower deviation: It is defIned as the difference between lower limit size and the corresponding basic size. It is represented by EI for hole and ei for shaft. It is positive when the lower limit size is greater than the basic size. It is negative when the lower limit size is less than the basic size.
                                          Lower deviation = Lower limit size - Basic size

   The tolerance is also defined in terms of upper deviation and lower deviation. It is given as

    For shaft
                                IT = es - ei ( upper deviation - lower deviation)

    For hole
                                IT = ES - EI


  Fundamental deviation: It is a deviation either upper deviation or lower deviation which is closer to the zero line either for shaft or hole.


   Basic shaft: A shaft is called as basic shaft when its upper limit size becomes equal to the basic size. It can be also defined as when upper deviation becomes equal to zero then that shaft is known as basic shaft.

   Basic hole: A hole is called as basic hole when its lower limit size becomes equal to the basic size. It can also be defined as when lower deviation becomes equal to zero then that hole is known as basic hole.

   Tolerance zone: It is the zone formed by the two limits of size of the part in the graphical representation of tolerance.

   Tolerance grade: The tolerance grade is an indication of the degree of accuracy of manufacture and it is designated by the letters IT followed by a number, where "IT stands for International Tolerance grade".
       Ex: IT01, IT0, IT1

   Standard tolerance unit: It is a unit which is a function of basic size and it is used to find the tolerance value by different tolerance grades. It is denoted by 'i' and expressed in microns.
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Limits and Fits

Friday 5 July 2013
   In manufacturing process after manufacturing the product we need to check the dimensions of the product.
But any manufacturing process is not perfect to produce the product with exact dimensions means higher accuracy. It means we shall be getting the errors on the dimensions of the product. Some time we shall be getting the dimensions more than the required dimensions and some time we shall be getting dimensions less than the required dimensions. So, no manufacturing process is perfect to get perfect dimensions for a required product.
   After manufacturing process even if you are getting the errors in the dimensions of the product, those errors can be acceptable up to certain limit. These limits are decided during the designing process. Here the limits means during the designing process certain maximum and minimum dimensional values will be given to compensate the errors that we are getting on the dimensions of the product. If the final dimensions of the product is lying in between that limit values, then the product can be useful for the required assembly. So, permissible variations are allowed on the dimensions of any product.
     The permissible variation that can be allowed on the dimensions of the product is known as Tolerance. The tolerance is designated by IT. The tolerance is given to the dimension of the product in terms of Upper Limit and Lower Limit. From these limits we can have the maximum size and minimum size of any product.

      The limits and fits are explained by taking the assembly of shaft and hole assembly for easy understanding purpose. There is special terminology is there to understand limits and fits by a simple shaft and hole assembly.
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Introduction to Metrology:

Thursday 4 July 2013

        Metrology is a science of measurements. It deals with how to measure the various dimensions of any product and various instruments used for measuring the dimensions. The word Metrology came from the Greek word Metron which means measure. So it is called as Metrology. Metrology deals with all the instruments which are used to measure linear dimensions and non linear dimensions. Examples for linear dimensions are length, width, breadth, thickness, diameter etc. Examples for non linear dimensions are angular measurements. Learning Metrology plays a major role for ones who works in manufacturing industries. In industries after manufacturing the product we have to check the dimensions of the product whether we got the exact dimensions or not. This knowledge can be obtained by learning Metrology. Metrology explains the working principles of various measuring instruments used for finding the various dimensions of the manufactured product.
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