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Differences Between Press Fit and Slip Fit in Machining - WayKen

September 30, 2024

Engineering Fits: Understanding Slip Fits vs Press Fits

Introduction

Engineering fits play a pivotal role in ensuring the functionality and durability of mechanical assemblies. Design engineers must comprehend the nuances between different types of engineering fits, such as slip fits and press fits, to create effective mechanical systems. This article delves into the distinctions between slip fits and press fits, shedding light on their applications, engineering analyses, and practical implementations.

What is a Press Fit?

Definition and Characteristics

A press fit, also known as an interference fit, involves tightly holding mating components together through friction. The parts have an intentional interference between the mating surfaces, leading to substantial friction. This type of fit is commonly used in scenarios where a rigid connection is required, such as in bearings and bushings.

Visual Representation

Consider the fit of a standard shaft and hub. To ensure that a hub fits tightly on a shaft, restricting lateral and rotational movements, the hole's diameter is intentionally made slightly smaller than the shaft's outer diameter. This intentional interference is termed positive interference or negative clearance.

Tolerance Communication

The amount of press fit is communicated via engineering drawings, which are then adhered to by machinists. An example of this is the assembly of bearings on shafts, where the shaft's machining must be precise according to the specified press fit dimensions.

Real-Life Example

When determining that a design requires a press fit, the first step for an engineer is to select an appropriate tolerance class and basis system based on the assembly's application. The basis system can be either hole-based or shaft-based.

  • Hole-Based System: The hole size is the reference, and the shaft is adjusted accordingly.
  • Shaft-Based System: The shaft size is the reference, and the hole is adjusted accordingly.

The tolerance class depends on how tight the fit needs to be. Below is a chart illustrating various tolerance classes for different engineering fits, both for hole-based and shaft-based systems.

Tolerance Classes for Different Engineering Fits

Example: Bearing-Shaft Assembly

In the case of a bearing-shaft assembly, if the engineer opts for a driving type interference fit (H7/u6) and the bearing's outer diameter is 25mm, the press fit tolerance on the hole should be +48/-35 μm as per the ISO 286 shaft basis tolerance chart.

Shaft Press Fit Tolerance on the ISO 286

Calculating Press Fit Force

Pressure at the Mating Interface

To calculate the pressure at the mating interface, we use the following formula:

[ p = \frac{2 \cdot \delta \cdot E_o \cdot E_i}{(1 - \nu_o^2) \cdot d \cdot (d_o + d_i)} ]

Where: - ( p ) is the pressure, - ( \delta ) is the radial interference, - ( d ) is the nominal diameter, - ( d_o ) is the outer diameter of the hub, - ( d_i ) is the inner diameter of the shaft, - ( E_o ) and ( E_i ) are Young’s moduli of the hub and shaft, - ( \nu_o ) and ( \nu_i ) are Poisson’s ratios of the hub and shaft.

Using the given values: - ( \delta = 10 \mu m ) - ( d = 25 mm ) - ( d_o = 27 mm ) - ( d_i = 0 mm ) - ( E_o = E_i = 210 GPa ) - ( \nu_o = \nu_i = 0.25 )

Plugging these values into the formula yields a pressure of 11.98 MPa.

Axial Holding Force

To calculate the axial holding force (force required for assembly/disassembly), we use the formula:

[ F = \mu \cdot P_{\text{max}} \cdot w ]

Where: - ( F ) is the axial holding force, - ( \mu ) is the coefficient of friction, - ( P_{\text{max}} ) is the maximum pressure, - ( w ) is the bearing width.

Given: - ( \mu = 0.3 ) - ( P_{\text{max}} = 11.98 MPa ) - ( w = 10 mm )

The axial holding force is calculated to be 564.6 N.

Achieving a Press Fit

Methods

There are two primary methods to achieve a press fit:

  1. Force: Parts are positioned with one fixed and one mobile. Force is applied to the mobile part, pressing it onto the fixed part.
  2. Thermal Expansion/Contraction: Heating or cooling one component to expand or contract it, making it easier to slide onto the other component.

Visual Representation

How Press Fit Works

What is a Slip Fit?

Definition and Characteristics

Unlike press fits, slip fits allow relative motion between mating components. The idea is to leave a small clearance or gap between the mating surfaces, enabling them to slide over each other easily. Slip fits are commonly used in applications requiring relative motion and ease of assembly.

Visual Representation

A slip fit tolerance diagram illustrates the clearance between the mating surfaces.

Slip Fit Tolerance

Example: Bearing-Housing Assembly

In a bearing-housing assembly, the outer ring of the bearing has a clearance fit with the housing. The shaft basis system is used here because the bearing ring size is constant, while the hole in the housing is adjustable.

Suppose the design engineers opt for a sliding type slip fit (H7/g6). According to the ISO 286 standard, the slip fit tolerance range for a bearing outer ring with a nominal diameter of 30mm is +21/-0 μm.

Slip Fit Tolerance from ISO 286 Standard

Achieving a Slip Fit

Methods

There are two common methods to achieve a slip fit:

  1. Force: For slip fits with a small amount of clearance, force can be applied to position the parts correctly.
  2. By Hand: Most slip fits do not require interference, allowing the parts to slide into each other easily without external force.

Comparing Press Fit and Slip Fit

Interference/Clearance

The key difference lies in the interference or clearance between the mating parts. Press fits create an interference, while slip fits create a clearance.

Degrees of Freedom

Press fits lock mating parts rigidly, preventing any motion. Slip fits allow relative motion, such as rotation or sliding.

Mechanical Deformation

Press fits often involve elastic or plastic deformation at the mating surfaces. Slip fits do not deform due to the clearance.

Assembly & Disassembly

Press fits are more challenging to assemble and disassemble due to the need for force and thermal expansion/contraction. Slip fits are easier to assemble and disassemble, often by hand.

Manufacturability

Press fits require tighter tolerances and Precision Manufacturing. Slip fits offer more flexibility in manufacturing tolerances.

Applications

Press fits are ideal for rigid connections with minimal relative motion, like bearings and bushings. Slip fits are better suited for applications requiring relative motion and ease of assembly, such as hinges and piston-cylinder systems.

Quick Comparison Chart

Feature Press Fit Slip Fit
Interference/Clearance Positive interference Negative interference
Degrees of Freedom No relative motion Relative motion allowed
Mechanical Deformation Elastic-plastic deformation No deformation
Assembly/Disassembly Challenging due to force Easy, often by hand
Manufacturability Requires tight tolerances More flexible in tolerances
Applications Rigid connections Relative motion and easy assembly

Conclusion

Understanding the differences between press fits and slip fits is crucial for designing effective mechanical assemblies. Choosing the correct fit and manufacturing it within tolerance ensures the functionality and longevity of the assembly. Whether it's a press fit for rigid connections or a slip fit for relative motion, selecting the right fit is essential for a well-functioning mechanical system.

About WayKen Rapid Manufacturing

WayKen Rapid Manufacturing is an ISO 9001-certified company specializing in rapid prototyping and manufacturing. With expertise in handling projects requiring tight tolerances for precision engineering fits, our services cater to a global clientele. Contact us today to start your next project!

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FAQs

What Standards Are Used to Determine Press Fit and Slip Fit Dimensions?

The ISO 286 and ANSI B4.1 standards are widely recognized for engineering fit tolerancing.

Are Transition Fits Considered Slip Fits?

Transition fits and clearance fits are generally categorized under slip fits due to their similar characteristics.

Do Press Fits Always Require Heating/Cooling for Assembly?

Thermal expansion/contraction is not always necessary for press fit assembly. Low-interference press fits can often be assembled using force at room temperature.


This comprehensive guide provides a clear understanding of the differences between slip fits and press fits, helping engineers make informed decisions for their mechanical assemblies.

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Popular Products
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