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Shaft and Housing Fits — ISO 286

A fit is not a property of the bearing. It is the relationship between the bearing tolerance and the tolerance you machine into the shaft and the housing. This page gives the tolerance unit, the IT grade values, and the combinations we recommend by application.

ISO 286-1tolerance unit iIT5 – IT11

The tolerance unit

ISO 286-1 does not tabulate a tolerance for every diameter. It defines a tolerance unit that scales with size, then multiplies it by a factor for each grade:

i = 0.45 · ∛D + 0.001 · D

where i is in micrometres and D is the geometric mean of the size step in millimetres. IT5 is 7i, IT6 is 10i, IT7 is 16i, IT8 is 25i, IT9 is 40i, IT10 is 64i and IT11 is 100i. Because each grade is a fixed multiple of the same unit, the step from IT6 to IT7 is always a factor of 1.6 - which is why loosening one grade is a predictable, not an arbitrary, change.

The tabulated values in the standard are rounded to preferred numbers rather than to the exact product, so a hand calculation will differ by a micrometre or so. Use the table below for design and the standard itself for inspection.

Table 1 — ISO 286-1 tolerance unit and IT grade values (µm)

Size step (mm)Mean D (mm)Unit i (µm)IT5IT6IT7IT8IT9IT10IT11
3 – 64.240.73581218304875
6 – 107.750.90691522365890
10 – 1813.421.0881118274370110
18 – 3023.241.3191321335284130
30 – 5038.731.561116253962100160
50 – 8063.251.861319304674120190
80 – 12097.982.171522355487140220
120 – 180146.972.5218254063100160250
180 – 250212.132.9020294672115185290

Which side carries the load

The one question that decides the whole fit: which ring rotates relative to the load? A ring carrying a load that rotates relative to it must be a firm interference fit, or the ring will creep, fret and wear the seat. A ring whose load direction is stationary relative to it can be a loose fit, which makes assembly easier and lets the ring unload itself if it gets hot.

In a normal electric motor the shaft turns and the load hangs below, so the inner ring sees a rotating load and takes the interference; the outer ring, in a stationary housing, takes the point load and stays on H7. In a wheel hub the housing turns instead, and it is the outer ring that needs the interference - M7 or N7 - while the shaft seat relaxes to g6 or h6.

Table 2 — Recommended fits by application

ApplicationShaftHousingWhy
Rotating inner ring load, light dutyh6 or j5H7Fans, light conveyors, small motors. Point load on the outer ring, so the housing can stay loose.
Rotating inner ring load, normal dutyj5 or k5H7Pumps, gearboxes, general machine tools. The usual industrial default.
Rotating inner ring load, heavy or shock dutym5, m6 or n6H7Crushers, mills, vibrating screens. Firm interference stops fretting on the shaft.
Rotating outer ring loadg6 or h6M7 or N7Wheel hubs, belt tensioners, rope sheaves. The load now creeps around the housing bore instead.
Floating position, axial displacement requiredh6H7One bearing of a pair must slide to absorb thermal expansion. Never put interference here.
Precision spindle, low runoutj5 or k5J6 or K6Grinding and milling spindles. Tight geometric tolerances matter more than the fit letter.
Split housingkeep the interference on the shaftH7 (H8 on rough bores)A split housing distorts the ring; take the interference on the shaft and use the loose end of H7.
Thin-walled or light alloy housingj6 or k6K7 or M7A thin wall follows the ring, so the same fit gives less grip; compensate on the housing side.
Thrust bearing washersj6 or k6H7 or J7Shaft washer needs a light interference, housing washer must stay free to self-align.

What the letters mean

Lower case is a shaft, upper case is a hole. The letter fixes where the tolerance zone sits relative to nominal; the number fixes how wide the zone is. A loose letter with a small number, such as h6, is a precise clearance fit; a tight letter with a large number, such as p6, is a precise interference fit.

ZoneApplies toMeaning
hShaftUpper deviation zero. Always clearance - the standard choice for a floating or easily fitted seat.
g, fShaftLarger clearance, used where the ring must slide or where the seat runs hot.
j, jsShaftSmall clearance to light transition. Typical for normal rotating inner ring load.
k, mShaftLight to medium interference. Normal to heavy inner ring load.
n, pShaftMedium to heavy interference for shock loads and thin sections.
r, s, uShaftHeavy interference, normally assembled by heating the bearing.
HHousingLower deviation zero. Always clearance; the default housing seat.
J, JSHousingTransition, used for precision and light outer ring load.
K, MHousingLight interference, for normal rotating outer ring load.
N, PHousingMedium interference for heavy outer ring load and shock duty.
R, SHousingHeavy interference; the housing is usually heated before assembly.

Four things that break a correct fit

  • Temperature. A steel shaft at 80 °C has grown more than the ring seated on it, so the interference you calculated cold can disappear. The reverse is true for a hot housing.
  • Thin walls. A light alloy or thin-walled housing follows the ring instead of gripping it. The same H7 that holds a cast iron housing firmly will allow creep in a pressed steel one.
  • Surface finish and form. Interference is lost on a bore that is turned rather than ground. Geometric tolerance - roundness and straightness - matters as much as the size tolerance.
  • Assembly method. Fitting an interference ring by hammering it on damages the raceway. Heat the bearing or use an induction heater, and never transmit the force through the balls.
Rule of thumb. For a normal industrial outer ring load take H7 and about k5 on the shaft. If the duty includes shock, vibration or a thin section, move one step tighter (m5 or m6) rather than adding clearance class - the two are not interchangeable.

Related

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