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Fundamentals

What a “Fit” Actually Means

When you assemble a shaft into a bore, the dimensional relationship between those two surfaces — the fit — determines whether your parts slide together freely, sit snugly in place, or must be forced together with a press or a heat gun.

The key number is the diametral difference: bore diameter minus shaft diameter. When that number is positive (bore is bigger), you have a clearance — the shaft can slide in. When that number is negative (shaft is bigger), you have an interference — the shaft has to be forced in, elastically deforming both parts. When the difference can be either positive or negative depending on where each individual part lands within its tolerance band, you have a transition fit.

This difference is called the algebraic fit, and it is what every ISO 286-1 designation encodes. The three families — clearance, transition, and interference — cover every shaft-bore assembly you will encounter. Let's look at each one before going deeper.

Precision ground steel shaft positioned next to a CNC machined steel block with a reamed bore, ready for press-fit assembly
A precision-ground shaft and a reamed bore in a steel housing. The dimensional relationship between these two surfaces — clearance or interference — defines the fit.
Cross-section showing clearance, transition, and interference fits side by sideThree side-by-side cross-section views. Left: shaft visibly smaller than bore with a gap. Center: shaft and bore nominally the same size, dashed outline. Right: shaft drawn larger than bore, overlapping, with interference δ called out.gapSHAFTsmaller ODClearance Fit(Slip Fit)Shaft slides in freelyHand assemblyH7/g6, H7/f7SHAFT ≈ BOREmay clear or gripTransition Fit(Location Fit)Mallet or light pressNeeds retention featureH7/k6, H7/n6δSHAFTlarger ODInterference Fit(Press Fit)Hydraulic press or heatTorque transmitted by frictionH7/p6, H7/s6
Figure 1 — The three fit families. δ = diametral interference (shaft OD − bore ID). Values for Ø18–30 mm range, ISO 286-1:2010.
Clearance Fit
Slip Fit
  • Shaft OD < bore ID always — gap is guaranteed
  • Positive clearance at every tolerance combination
  • Hand or light-mallet assembly
  • Allows rotation or sliding between parts
  • Easy disassembly — no tools required
Transition Fit
Location Fit
  • May result in a small clearance OR a small interference
  • Which outcome you get depends on part-to-part variation
  • Locates parts accurately with minimal play
  • Mallet or small arbor press typical
  • Must add retention (circlip, set screw) — no torque transfer
Interference Fit
Press Fit
  • Shaft OD > bore ID always — overlap is guaranteed
  • Both parts elastically deform at the interface
  • Hydraulic press or thermal differential required
  • Transmits torque and axial load purely by friction
  • Surface damage typically occurs on disassembly

Why the Distinction Matters in Practice

Consider two failure modes that both trace back to choosing the wrong fit:

Wrong fit → too loose

A gear hub specified with H7/h6 instead of H7/p6 has zero guaranteed interference. Under reversing torque, the hub spins on the shaft, fretting the surfaces within hours. The fix is a field press, which often means a machine tear-down.

Wrong fit → too tight

A bearing outer race specified with H7/s6 instead of H7/p6 generates excess hoop stress in the outer ring during press-in, reducing the bearing's internal radial clearance below its design value. At speed, the bearing runs hot and fails early from fatigue.

The numbers in ISO 286-1 exist precisely because “press it in until it's snug” is not a repeatable specification. Standardized tolerance codes ensure that a machinist in any shop produces a part that assembles predictably every time.

ISO 286-1:2010 Standard

How the ISO 286-1 Code System Works

When you write “H7/p6” on your drawing, you are using ISO 286-1 — the international standard that turns the vague concept of “press fit” into a precise, machinist-readable number. Understanding the code unlocks every tolerance table in every bearing, bushing, and coupling catalog you will ever use.

CNC machined shaft and housing on an engineering drawing with ISO 286-1 tolerance callouts, alongside a digital caliper and micrometer
Machined shaft and bore housing on a dimensioned drawing with fit callouts. The caliper and micrometer verify that finished parts land within the specified tolerance band.

Decoding a Fit: H7/p6

Every fit designation is written as HoleTolerance / ShaftTolerance. The notation contains four separate pieces of information. Let's take H7/p6 apart:

  • H
    Hole fundamental deviation: zero lower bound

    A capital letter means this is the hole. The letter H means the lower deviation of the tolerance zone is exactly zero — the smallest acceptable bore is exactly the nominal diameter. The tolerance zone only grows upward (toward a larger bore). This is the standard "hole-basis" system used for most machined assemblies because bores are harder to make to a specific deviation than shafts — so you fix the hole and vary the shaft.

  • 7
    IT grade 7 — the size of the tolerance band

    The number after the letter sets the International Tolerance (IT) grade, which defines how wide the tolerance band is. IT grades run from IT1 (tightest, ±1–3 µm, for gauge making) to IT18 (loosest, for rough castings). IT7 is the most common grade for bored housings — for a Ø25 mm bore, IT7 = 21 µm total band, achievable with standard reaming or finish boring.

  • p
    Shaft fundamental deviation: above zero (interference)

    A lowercase letter means this is the shaft. The letter sets where the tolerance zone sits relative to the nominal diameter. Letters a–h sit below zero (the shaft is undersized → clearance). Letters j–n are near zero (transition zone). Letters p–z sit above zero (the shaft is oversized → interference). 'p' gives the lightest interference class.

  • 6
    IT grade 6 — one grade tighter than the bore

    It is conventional practice to make the shaft one IT grade tighter than the hole (e.g., h6 pairs with H7). A tighter shaft tolerance means less variation in the resulting fit, which is desirable since shafts are easier to grind or turn to a tighter band than bores are to hone.

What is a “Tolerance Zone”?

A tolerance zone is the band of acceptable sizes for a feature. For a Ø25 mm H7 bore, the zone is 25.000–25.021 mm. Any bore measured within that range is conforming. The position of the zone (where it sits relative to nominal) is set by the letter; the width of the zone is set by the number.

The diagram below shows the tolerance zones for the H7 hole and several common shaft designations, all drawn to scale for the Ø18–30 mm diameter range. Everything above the zero line is larger than nominal; everything below is smaller.

ISO 286-1 tolerance zone diagram for Ø18–30 mm0+µm−µmH7HOLE+21 µm0 µmbasis holef7−20−41 µmg6−7−20 µm0−13 µmh6+15+2 µmk6transition+35+22 µmp6press fitHole H7Clearance shafts (f7, g6, h6)Transition (k6)Interference (p6)
Figure 2 — ISO 286-1 tolerance zones for Ø18–30 mm. Above the zero line = larger than nominal. H7 hole is fixed; shaft letter selects the fit type.

IT Grades and the Processes That Achieve Them

The IT grade number sets the total width of the tolerance band. IT1 is the tightest (used for gauge making); IT16 is the loosest (rough castings). Every manufacturing process has a natural capability range — you cannot demand IT5 tolerances from a drill press, and you don't need to grind a shaft just to achieve IT9. Spec the grade that matches the process capability you actually need.

IT GradeBand (Ø25 mm)Typical Process
IT4–IT56–9 µmCylindrical grinding, honing
IT613 µmGround shafts, precision turning
IT721 µmReaming, finish boring
IT833 µmFinish turning, milling
IT9–IT1152–130 µmStandard turning, drilling
IT12–IT14210–520 µmRough machining, casting

Per ISO 286-1:2010, Table 1. Ø18–30 mm range.

Hole-Basis vs Shaft-Basis Systems

ISO 286-1 supports two approaches. In the hole-basis system, the hole deviation is fixed (always H) and you vary the shaft letter to choose the fit type. In the shaft-basis system, the shaft deviation is fixed (always h) and you vary the hole letter.

Hole-basis is almost always used for machined assemblies for a practical reason: bores are made with fixed tools (reamers, boring bars) that produce a consistent diameter. It is far easier to vary the shaft OD on a lathe than to keep a separate reamer for every fit class. Shaft-basis is occasionally used when the same shaft must carry multiple components with different fits (e.g., a bearing at one end and a gear hub in the middle).

Common Mistake

Mixing hole-basis and shaft-basis on the same assembly drawing without flagging it is a common source of out-of-spec parts at incoming inspection. If you deviate from the H hole convention, add a drawing note: “SHAFT-BASIS SYSTEM — shaft tolerance is fixed at h6”.

Reading Bearing Catalogs

Anti-friction bearing catalogs (SKF, NSK, Timken) specify shaft fits as k5, m5, n6 without a hole letter because the bearing bore IS the hole — it is already ground to a known tolerance by the bearing manufacturer. Your job is to match the shaft to the bearing's internal fit recommendation, not to specify a new hole.

Clearance Fits

Slip Fits — How Much Clearance Do You Need?

When you specify a clearance fit on your drawing, more clearance is not always better. If you specify too much clearance, the shaft rattles in the bore, creating wear, runout, and noise. If you specify too little, the shaft seizes — especially when thermal expansion eats the gap at operating temperature. The right clearance is the minimum needed for the lubrication film, the surface peaks, and the thermal growth, with a reasonable margin on top.

H7/f7Free-Running Fit
Min: +20 µm (+0.0008 in.)
Max: +62 µm (+0.0024 in.)
When to use it

Use this when the shaft rotates continuously inside the bore — journal bearings, pump impeller shafts, motor end caps.

Why the clearance is this size

The minimum clearance of 20 µm is large enough for a hydrodynamic oil film to form and sustain itself. At shaft speeds above ~500 RPM, the rotating shaft wedges oil into the converging gap between shaft and bore, creating a pressurized film that lifts the shaft off the bearing surface entirely. This is why a well-oiled journal bearing lasts longer than a rolling-element bearing — there is literally no metal-to-metal contact in normal operation.

Risk if misapplied

If you open this up to, say, 150 µm (like H7/d9), the oil film cannot maintain pressure and the shaft floats and vibrates. On precision spindles, even 30 µm of extra radial clearance doubles the runout.

Common applications
  • Plain journal bearings in gearboxes
  • Pump shaft in housing
  • Conveyor roller stub shafts
H7/g6Close-Running Fit
Min: +7 µm (+0.0003 in.)
Max: +41 µm (+0.0016 in.)
When to use it

Use this for precision location where the shaft must slide in and out (e.g., a locating pin that indexes a fixture) or where a shaft rotates slowly under light load with grease lubrication.

Why the clearance is this size

The 7 µm minimum clearance is barely above the peak-to-valley height of a Ra 1.6 µm ground surface (approximately 4× Ra ≈ 6.4 µm Rz). This means the shaft clears the bore surface even at the tightest material condition, preventing seizure — but there is almost no slop. Parts locate with essentially zero perceptible play.

Risk if misapplied

At operating temperatures above ambient, this fit can become a slip fit borderline. A steel shaft in a steel bore expands essentially the same rate (Δα ≈ 0), so thermal growth is not an issue. But an aluminum shaft in a steel bore at +80 °C can lose its entire clearance — see the material pairing notes in the Selection Guide below.

Common applications
  • Precision locating pins in fixtures
  • Shoulder bolt shanks through aluminum housings
  • Reamer bores for accurate hole location
H7/h6Sliding Fit
Min: 0 µm
Max: +34 µm (+0.0013 in.)
When to use it

Use this when you need the most accurate location a slip fit can provide — zero nominal clearance — but still want to be able to disassemble the joint by hand without damage.

Why the clearance is this size

The minimum clearance at Maximum Material Condition (MMC — the tolerance extreme where each feature contains the most material, i.e., largest shaft and smallest bore) is 0 µm — both parts at their largest and smallest allowable size, respectively, just touch. In practice, most assemblies will have a small positive clearance because both parts will not be simultaneously at MMC. The result is the most accurately located removable joint available without moving into the transition fit territory.

Risk if misapplied

Do not use this for parts that rotate at any meaningful speed without lubrication — 0 minimum clearance with surface roughness will cause fretting on the first rotation. Also avoid for mixed-CTE material pairs at elevated temperature.

Common applications
  • Tooling keys and spigot joints
  • Precision machine tool fixtures
  • Collet body shanks in spindles

Why Surface Finish Sets a Clearance Floor

Here is something many junior engineers miss: your specified minimum clearance must be larger than the combined surface peak height of both mating surfaces. Otherwise, at the tight condition, the peaks on the shaft and bore will contact each other even though the nominal size says there's a gap.

The relationship is: minimum clearance ≥ Rz_shaft + Rz_bore, where Rz is the 10-point peak-valley height (approximately 4× Ra for typical machined surfaces). For a Ra 1.6 µm finish: Rz ≈ 6.4 µm. Two mating surfaces at Ra 1.6 µm → combined peaks ≈ 12.8 µm. H7/g6's minimum clearance of 7 µm would be insufficient for Ra 1.6 µm surfaces if both parts hit MMC simultaneously. In practice, simultaneous MMC is rare — but for critical fits, use H7/g6 only with surface finishes ≤ Ra 0.8 µm (Ra 32 µin.), or upgrade to H7/f7 for Ra 1.6 µm surfaces.

Ra 0.4 µm (16 µin.)
Rz ~1.6 µm
H7/g6 safe
Ra 0.8 µm (32 µin.)
Rz ~3.2 µm
H7/g6 marginal → prefer H7/f7
Ra 1.6 µm (63 µin.)
Rz ~6.4 µm
H7/f7 minimum
Interference Fits

Press Fits — The Physics of Elastic Interference

When you force an oversized shaft into a bore, both parts deform elastically — and that elastic deformation is what holds your assembly together. The shaft is compressed slightly; the hub expands slightly. Think of it like fitting a rubber stopper into a bottle neck — except both the stopper and the neck are steel, so the deformations are measured in microns, not millimeters.

Those elastic deformations create a radial contact pressure at the interface. That pressure, multiplied by the coefficient of friction and the interface area, is what transmits torque and axial load. The higher the interference, the higher the contact pressure, and the more load the joint can carry — up to the point where the hub hoop stress approaches yield.

Hydraulic arbor press forcing a steel shaft into a hub bore in a clean machine shop, with a force gauge and dial indicator visible
Press-fit assembly on a hydraulic arbor press. The force gauge reads insertion force while a dial indicator monitors alignment — both are tracked to verify the interference matches the ISO 286-1 specification.

Step-by-Step: How Contact Pressure Forms

1
Before assembly

The shaft OD is larger than the bore ID by δ (the diametral interference). For H7/p6 at Ø25 mm, δ ranges from 0.001 to 0.035 mm depending on where each part lands in its tolerance band.

2
During press-in

The hydraulic press forces the shaft in. As the shaft enters the bore, both parts deform: the shaft OD compresses by δ/2 and the bore ID expands by δ/2 (assuming same material and similar wall thickness).

3
After assembly

At rest, the elastic deformation is locked in. The shaft is in compression; the hub is in tension (hoop stress). Both want to return to their free-body dimensions, but the interface prevents them.

4
Under load

Applied torque or axial force tries to slide the shaft relative to the hub. The contact pressure generates a friction force that resists sliding. As long as the applied load is below μ × p × A_interface, the joint holds.

The Contact Pressure Formula — And Why It Has That Shape

The contact pressure at the mating interface comes from the Lamé thick-walled cylinder solution. For a solid steel shaft pressed into a steel hub:

p = (E × δ) / (2d) × [(D² − d²) / D²]
p = contact pressure (MPa)
E = Young's modulus (200,000 MPa for steel)
δ = diametral interference (mm)
d = shaft / bore diameter (mm)
D = hub outer diameter (mm)

Why does the hub outer diameter D appear? The term (D² − d²) / D² is the “wall factor.” A thick hub (large D relative to d) is stiffer and resists expansion more — resulting in higher contact pressure for the same interference. A very thin-walled hub (D ≈ d) expands easily, reducing contact pressure. This is why thin bosses on castings cannot carry the same press fit as solid blocks.

Why is δ/d the ratio that matters? Interference δ has to be normalized by the diameter because 0.020 mm on a Ø10 mm shaft is a large relative deformation (0.2%), whereas 0.020 mm on a Ø100 mm shaft is tiny (0.02%). The ratio δ/d captures the actual strain.

Once you have contact pressure, the rest follows:

F_assembly = μ × p × π × d × L

The axial force to press the shaft in. μ is the coefficient of friction during sliding (0.10–0.16 dry steel-steel). Applying light machine oil before pressing reduces μ to ~0.08–0.10, cutting insertion force by ~30%, without meaningfully reducing the static friction after assembly (oil is squeezed out under radial pressure).

T_capacity = μ × p × π × d² × L / 2

The torque the joint can transmit before the shaft slips in the hub. Note it scales with d² (not d) — doubling the shaft diameter quadruples torque capacity for the same interference ratio and engagement length.

σ_hoop = p × [(D/d)² + 1] / [(D/d)² − 1]

The hoop (circumferential tensile) stress in the hub. This is the stress that can crack or yield the hub. Always check this against the hub material yield strength before specifying the interference. For a D/d = 2.0 hub: σ_hoop = p × 5/3 = 1.67p. For D/d = 1.5: σ_hoop = p × 13/5 = 2.6p — thin walls amplify stress significantly.

Worked Example: H7/p6, Ø25 mm Steel Shaft in Steel Hub

Shaft / bore
d = 25 mm
Hub OD
D = 50 mm (D/d = 2)
Engagement
L = 30 mm
Nominal interference
δ = 0.022 mm
Young's modulus
E = 200,000 MPa
Friction (dry)
μ = 0.12
H7 bore limits
25.000 – 25.021 mm
p6 shaft limits
25.022 – 25.035 mm
  1. 1Contact pressure
    p = (200,000 × 0.022) / (2 × 25) × [(50² − 25²) / 50²]
    = 88 × 0.75 = 66 MPa

    The wall factor for D/d = 2.0 is 0.75. A thinner hub (D/d = 1.5) would give a wall factor of only 0.56, reducing contact pressure to 49 MPa for the same interference.

  2. 2Hub hoop stress check
    σ_hoop = 66 × [(50/25)² + 1] / [(50/25)² − 1] = 66 × 5/3
    = 110 MPa ≪ 250 MPa yield (hot-rolled 1018 steel) ✓

    Safe. If you were using 6061-T6 aluminum hub (σ_y = 276 MPa), you would still be safe — but 6061 creeps under sustained stress at elevated temperature, which can relax the interference over time.

  3. 3Assembly force
    F = 0.12 × 66 × π × 25 × 30
    = 18,600 N ≈ 18.6 kN (4,180 lbf)

    This is the force your hydraulic press must supply. If you apply light machine oil (μ drops to 0.09), insertion force falls to ~14 kN. At maximum interference (δ = 0.035 mm), force rises to ~30 kN — confirm your press capacity covers worst-case.

  4. 4Torque capacity
    T = 0.12 × 66 × π × 25² × 30 / 2 / 1000
    ≈ 233 N·m at nominal δ

    This exceeds a standard 5 mm × 5 mm parallel key in the same engagement (~150 N·m). A H7/s6 fit (δ_nom = 0.031 mm) in the same geometry would reach ~330 N·m without a key.

Key scaling insight: At maximum interference (δ = 0.035 mm vs nominal 0.022 mm), all outputs scale by 0.035/0.022 = 1.59×. Contact pressure rises to 105 MPa, assembly force to ~29 kN, and hub hoop stress to 175 MPa — still below 1018 steel yield, but it would exceed 6061-T6 aluminum (σ_y = 276 MPa) in a thin-walled hub at D/d ≤ 1.5. Always design for the maximum material condition, not the nominal.

Choosing the Right Press Fit Grade

Three interference grades cover the vast majority of CNC machined assemblies. Each step up roughly doubles the torque capacity but also doubles the assembly force and hub stress.

H7/p6
Light Press Fit
Interference δ
+1 to +35 µm
Assembly force
4–29 kN (Ø25 mm, L = 30 mm)
Torque capacity
5–233 N·m
Assembly method
Hydraulic press — no heating needed

The workhorse press fit. Use this for anti-friction bearing outer races, bronze bushing installation in cast iron, and dowel pins that must be pressed in but not glued. The low end of the range (1 µm) is almost zero — it relies on friction only at the tightest material condition. For applications where you need reliable torque transfer, prefer the nominal mid-range interference (about 18 µm for Ø25 mm), which corresponds to both parts at mid-tolerance.

  • Anti-friction bearing outer races
  • Bronze bushings in cast iron
  • Dowel pins (permanent)
H7/s6
Medium Press Fit
Interference δ
+14 to +48 µm
Assembly force
10–35 kN (Ø25 mm)
Torque capacity
80–520 N·m
Assembly method
Hydraulic press or heat hub to 120–150 °C

For applications where the joint must transmit significant torque without a key. The 14 µm minimum interference guarantees contact pressure even at the loosest material condition. At maximum interference (48 µm), the hub hoop stress in a D/d = 2.0 steel hub reaches ~240 MPa — approaching yield for low-carbon steel. Always verify the hub material and wall ratio before specifying H7/s6 or higher.

  • Keyless gear hubs on shafts
  • Sprocket hubs
  • Coupling flanges
Hub hoop stress approaches 240 MPa at max interference for steel (D/d = 2). Verify yield margin for your hub material and wall thickness.
H7/u6
Heavy Press Fit
Interference δ
+27 to +61 µm
Assembly force
22–50+ kN
Torque capacity
250–1,000+ N·m
Assembly method
Thermal assembly required (≥ 150 °C)

Reserved for large-diameter drive applications where no keyway is practical. Assembly by mechanical press alone often risks yielding the hub — heating the hub to 150–200 °C expands the bore by CTE × ΔT × d = 12e-6 × 175 × 100 ≈ 210 µm for a Ø100 mm hub at 175 °C above ambient, easily accommodating the interference with no force required. After cooling, the hub grips the shaft with enormous contact pressure.

  • Heavy industrial drive hubs
  • Large machine tool spindles
  • Railway wheel hubs
Hoop stress may exceed yield in thin-wall or aluminum hubs. Thermal assembly (heating hub or chilling shaft) is the standard approach at this class.
Full Comparison

All Fit Classes Side by Side

Use this table to compare your fit options at a glance — from free-running clearance to heavy press. Tolerance values for the Ø18–30 mm diameter range per ISO 286-1:2010. Assembly force and torque for Ø25 mm, L = 30 mm, steel–steel, μ = 0.12. Negative clearance values indicate interference.

FitTypeClearance / InterferenceAssemblyTorque (Ø25 mm)DisassemblyTypical Use
H7/f7Free-running+20 to +62 µmHandNoneAlways easyJournal bearings, pump shafts
H7/g6Close-running+7 to +41 µmHand / light pushNoneAlways easyLocating pins, reamer bores
H7/h6Sliding0 to +34 µmHandNoneAlways possibleSpigot joints, tooling keys
H7/k6Transition−15 to +19 µmMallet / light pressNegligible aloneArbor pressGears with key, hubs
H7/n6Transition (tight)−28 to +6 µmHydraulic pressLow — needs key/pinPress + mild heatPulleys with set screw retention
H7/p6Light press−1 to −35 µmHydraulic press5–233 N·mPress, likely damageBearing races, bronze bushings
H7/s6Medium press−14 to −48 µmPress or heat hub80–520 N·mDestructive typicallyKeyless gear hubs, couplings
H7/u6Heavy press−27 to −61 µmThermal (≥ 150 °C)250–1,000+ N·mDestructiveHeavy-duty drive hubs

Clearance/interference for Ø18–30 mm range, ISO 286-1:2010. Torque for Ø25 mm, L = 30 mm, steel–steel, μ = 0.12. Ref: Shigley's ME Design, 10th Ed., §9-4.

Need H7/p6 or H7/g6 bores held to spec on your CNC parts?

MakerStage's vetted CNC machining network holds IT7 bores (H7, +0.000/+0.021 mm for Ø25 mm) and IT6 shafts on standard turning and reaming operations — no grinding surcharge for standard fit classes. Upload your drawing with the ISO 286-1 fit callout and our free DFM review flags any interference stack-up issues before quoting.

Upload Drawing & Get Quote
Decision Framework

How to Pick the Right Fit Class

Work through these five questions in order — each one eliminates categories until you arrive at a specific designation for your assembly. The explanations tell you the engineering reason behind each decision — not just the rule.

1. Must the joint transmit torque or axial load by friction alone — with no key, pin, or fastener?

Yes → Use an interference fit. Calculate the required contact pressure from your torque or axial load requirement, then back-calculate the needed interference. Start with H7/p6 and verify the torque capacity covers your applied load with a safety factor of at least 1.5× (to account for surface condition variability). If H7/p6 falls short, move to H7/s6.
No → Proceed to Q2. If you add a key or pin, a transition fit (H7/k6, H7/n6) or even a clearance fit with a positive retention element is typically sufficient.

2. Will this joint be disassembled during the product's service life?

Yes → Use clearance or transition fit. Interference fits damage surfaces on disassembly — each press-out cycle shears approximately 0.2–0.4 µm Ra of surface material from both parts. After 3–5 cycles, the effective interference can drop significantly. For field-replaceable components, design for H7/h6 or H7/k6 with a retention feature (circlip, set screw, or end cap bolt).
No → Proceed to Q3. If the joint is truly permanent (never needs to come apart), interference is a viable option.

3. Will there be relative motion (rotation or sliding) between the shaft and bore?

Yes → You need a clearance fit — by definition, motion requires positive clearance. Choose H7/f7 for continuous rotation with oil lubrication, H7/g6 for precision sliding or slow rotation under light load, H7/h6 for very precise location where motion is infrequent. Do not use a transition fit for components that rotate — even a nominally zero-clearance h6 shaft will seize against a bore on the first rotation without adequate lubrication.
No → Proceed to Q4. If there is no intended relative motion, the joint is locating the parts, and a tighter fit is appropriate.

4. Do the shaft and bore materials have significantly different coefficients of thermal expansion (CTE)?

Yes → Account for thermal growth in your clearance calculation. The differential growth = ΔCTE × ΔT × d. For an aluminum shaft (CTE 23 µm/m·°C) in a steel bore (CTE 12 µm/m·°C) at a temperature rise of 60 °C above assembly temperature: differential growth for Ø25 mm = (23−12) × 10⁻⁶ × 60 × 25 = 16.5 µm. If your H7/g6 minimum clearance is only 7 µm, the shaft will seize at operating temperature. Upgrade to H7/f7 or add the thermal growth to your minimum clearance budget.
No → Proceed to Q5. For same-material assemblies, thermal effects cancel out and the room-temperature fit tables apply directly.

5. Is high location accuracy required (runout < 25 µm, no perceptible play)?

Yes → Use H7/h6 (sliding, zero nominal minimum clearance) or H7/k6 (transition). Both eliminate play in the joint while remaining disassemblable. Add a positive retention feature — H7/h6 relies only on friction at the interface, which is essentially zero and will not prevent axial drift under load.
No → H7/g6 is suitable for most general-purpose location tasks. If even rougher location is acceptable (e.g., a cover plate on a housing), H7/f7 or H9/f9 are sufficient and cost less to machine.

CTE Mismatch: The Most Common Overlooked Factor

Junior engineers often specify fits at room temperature and forget that the assembly operates at a different temperature. Here's the arithmetic for three common material combinations at a 60 °C rise above assembly temperature, for a Ø25 mm fit:

Steel shaft in Steel bore
Both ~12 µm/m·°C
≈ 0 µm differential

No correction needed. ISO 286-1 values apply directly.

Aluminum shaft in Steel bore
Al 23, Steel 12 µm/m·°C
+16.5 µm differential at ΔT = 60 °C

H7/g6 minimum clearance (7 µm) is consumed entirely. Shaft seizes. Use H7/f7 or account for thermal growth in clearance budget.

Aluminum shaft in Aluminum bore
Both ~23 µm/m·°C
≈ 0 µm differential

No correction needed for clearance fits. For press fits: verify hub yield strength at temperature — aluminum yield drops ~20% at 150 °C.

How to Call Out Fits on a Drawing

There are two acceptable formats under ISO 286-1 and ASME Y14.5-2018 (ISO 1101 / ISO 14405 internationally). Both convey the same information to the machinist.

Format 1 — ISO fit designation (preferred)
Assembly view: Ø25 H7/p6
Bore detail: Ø25 H7
(= Ø25.000 / Ø25.021)
Shaft detail: Ø25 p6
(= Ø25.022 / Ø25.035)

Preferred because any machinist with access to ISO 286-1 tables can look up the limits. Cleaner drawings, fewer numbers.

Format 2 — Explicit limits (for shops without ISO tables)
Bore: Ø25.000 / Ø25.021
or Ø25 +0.021/+0.000
Shaft: Ø25.022 / Ø25.035
or Ø25 +0.035/+0.022

Use this for overseas suppliers or shops that may not have ISO 286-1 charts readily available. Eliminates any lookup ambiguity but adds numbers to the drawing.

Always add to the drawing notes: surface finish requirement (e.g., Ra 1.6 µm on bore and shaft mating surfaces), and lubrication instruction if applicable (e.g., “apply light machine oil to shaft before pressing” or “assemble dry”). The fit code alone does not specify these — and the omission causes field issues.

Common Questions

Frequently Asked Questions

What is the difference between a press fit and a slip fit?

A press fit (interference fit) has a shaft OD larger than the hole ID, creating a diametral interference of 0.001–0.060 in. (0.025–1.52 mm) depending on size and material. Assembly requires a hydraulic press or thermal differential (heating the hub or chilling the shaft). A slip fit (clearance fit) has a shaft OD smaller than the hole ID, leaving a guaranteed positive clearance so parts assemble by hand or with light tapping.

The ISO 286-1 standard codifies both: H7/p6 is a light press fit; H7/g6 is a free-running slip fit. The correct choice depends on load type, disassembly requirement, and whether relative motion is intended.

What tolerance class should I use for a press fit in CNC machined steel parts?

For CNC machined steel assemblies, H7/p6 is the standard light-to-medium press fit (diametral interference of +0.001 to +0.035 mm for Ø18–30 mm). For higher torque or axial load transfer without a key, use H7/s6 (interference +0.014 to +0.048 mm).

Heavy press fits (H7/u6, H7/x6) are reserved for large-diameter fits or when assembly by thermal differential is acceptable. Match bearing inner ring fits (ISO 286-1 k5, m5, n5) to shaft tolerance classes k5 or m5 — not p6 — per the bearing manufacturer's specification.

How do I calculate press fit assembly force?

Assembly force F = μ × p_contact × π × d × L, where μ is the axial coefficient of friction (0.10–0.16 for dry steel-steel), p_contact is contact pressure (MPa), d is bore diameter (mm), and L is engagement length (mm).

Contact pressure for a steel hub on a solid steel shaft: p = (E × δ) / (2d) × [(D² − d²) / D²], where E = 200 GPa, δ = diametral interference (mm), d = shaft diameter (mm), D = hub outer diameter (mm). Example: d = 25 mm, D = 50 mm, δ = 0.022 mm → p = 66 MPa. With L = 30 mm: F = 0.12 × 66 × π × 25 × 30 ≈ 18.6 kN (4,180 lbf).

What slip fit tolerance gives a smooth running clearance for a rotating shaft?

For a shaft rotating inside a bushing or plain bearing, ISO 286-1 H7/f7 (free-running fit) provides a diametral clearance of +0.020 to +0.062 mm for Ø18–30 mm — adequate for oil-film lubrication at moderate speeds. H7/g6 (close-running fit) gives +0.007 to +0.041 mm for the same range.

For precision sliding-fit applications (locating pins, shoulder bolts, reamer bores), H7/g6 is the standard choice. For high-speed spindles or precision linear guides, tighten to H6/g5 or use a ground journal and measure actual clearance with an air gauge.

Can a press fit replace a keyway for torque transmission?

Yes, for moderate torque loads. A H7/s6 press fit on a 25 mm steel shaft with 30 mm engagement and D/d = 2.0 hub transmits roughly 300–600 N·m of torque before slip, depending on surface roughness and lubrication during assembly.

This exceeds the capacity of a standard Ø5 mm parallel key (typically 150–200 N·m) in the same engagement length. However, press fits are sensitive to repeated disassembly — each press cycle degrades the mating surface Ra by roughly 0.2–0.4 µm, reducing grip over time.

What surface finish is required for a reliable press fit?

For steel-to-steel press fits, both mating surfaces should be ground or finish-turned to Ra 0.8–1.6 µm (32–63 µin. Ra). Surfaces rougher than Ra 3.2 µm (125 µin.) cause the interference peaks to shear during pressing, reducing effective contact area by 30–50%.

Apply a light film of machine oil immediately before assembly to reduce the insertion force by ~20% without materially affecting the frictional grip (oil is squeezed out under pressure). Avoid anti-seize compounds on intentional press fits — they reduce the friction coefficient below design assumptions.

How do I specify a press fit or slip fit on an engineering drawing?

Use ISO 286-1 designation on the drawing: specify the nominal dimension followed by the fit code, e.g., "Ø25 H7/p6" on an assembly view, or split it into "Ø25 H7 (+0.000/+0.021)" on the hole detail and "Ø25 p6 (+0.022/+0.035)" on the shaft detail (values for Ø18–30 mm range).

Per ASME Y14.5-2018 (ISO 1101 internationally), you can alternatively call out bilateral tolerances directly. Include a note specifying surface finish (e.g., Ra 1.6 µm) and any required lubrication during assembly. For CNC machined parts, H7 is achievable with standard boring or reaming; tighter than H6 typically requires cylindrical grinding.

What is a transition fit and when should I use it?

A transition fit occupies the zone between clearance and interference — the assembly may result in either a small clearance or a small interference depending on where individual parts land within their tolerance bands. ISO 286-1 H7/k6 and H7/n6 are common transition fits.

Use a transition fit when you need accurate location (low runout, no slop) but also need to be able to disassemble without a press — for example, a gear mounted on a shaft that must be replaced during field service. Transition fits require positive retention (set screw, locking washer, or circlip) since they do not provide reliable torque transmission by friction alone.

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