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Forces & mechanismsLesson 21 of 48
Practice45 minutes3 project connections

Tolerances, fits, and variation

Allocate clearance from measured variation so parts assemble deliberately rather than by luck.

After this lesson, you can
  • Compute worst-case clearance from mating-part limits and distinguish clearance, transition, and interference fits.
  • Design a calibration coupon and revise nominal dimensions from measurements.
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01

Understand

The working idea

Two parts drawn with the same diameter are not guaranteed to fit. Every process varies: a drilled hole wanders, a printer shrinks corners, a laser kerf removes width, and caliper readings have uncertainty. A tolerance states the permitted variation around a nominal dimension. A fit describes the relationship of two mating sizes: clearance always leaves space, interference always overlaps, and transition may do either.

For a shaft between S_min and S_max and a hole between H_min and H_max, clearance C = H - S. Worst-case minimum clearance is C_min = H_min - S_max; maximum clearance is C_max = H_max - S_min. If C_min is positive, the stated limits guarantee clearance. If C_max is negative, they guarantee interference. This arithmetic is simple but powerful because it exposes whether an assembly claim survives variation.

Tolerance allocation should follow function. A rotating toy-car axle needs enough running clearance not to bind after slight frame misalignment, while a camera insert may need firm location. Excess clearance creates wobble, noise, and position error. Tight tolerances also cost time and may be impossible for the chosen process. A practical build decision is to print or cut a small coupon containing several candidate hole sizes, measure the actual results, and select a compensated nominal dimension for that machine, material, and orientation.

A common misconception is that CAD precision equals manufacturing accuracy. Displaying 6.000 mm does not make a 6.000 mm hole. Another is adding every statistical uncertainty as though all extremes always coincide, or doing the opposite and ignoring worst case when assembly must be guaranteed. Use worst-case limits for guaranteed fit, and statistical reasoning only when its assumptions and acceptable failure rate are explicit. Do not “fix” a binding assembly by forcing it until the real interference, burr, or misalignment is understood.

02

Follow the reasoning

Worked example

A shaft is specified 5.96–5.99 mm and a printed hole 6.05–6.12 mm. Find the clearance range and classify the fit under these limits.

  1. 1

    Minimum clearance uses smallest hole and largest shaft: 6.05 mm - 5.99 mm = 0.06 mm.

  2. 2

    Maximum clearance uses largest hole and smallest shaft: 6.12 mm - 5.96 mm = 0.16 mm.

  3. 3

    Because even minimum clearance is positive, the limits specify a clearance fit.

Result

Diametral clearance is guaranteed between 0.06 mm and 0.16 mm.

Sanity checkThe midpoints differ by about 0.11 mm, exactly the midpoint of the clearance range.

03

Try it yourself

Independent check

A hole ranges from 9.98 to 10.04 mm and a pin from 10.00 to 10.02 mm. Which fit is guaranteed?
04

Move to the bench

Calibrate a fabrication process with a fit coupon and diagnose geometry-dependent error.

Gather
  • Printed or laser-cut hole/slot coupon
  • Known pins or drill shanks
  • Calipers
  • Marker

Experiment

  1. Label candidate holes or slots in 0.1 mm nominal increments and predict the smallest free-running size.
  2. Measure each feature in at least two directions and record actual values separately from CAD labels.
  3. Test the same pin gently in each feature; classify loose, running, snug, or interference without forcing.
  4. Deliberate fault: compare a round feature with one intentionally oval or printed in a different orientation; diagnose whether average size alone explains binding.

Observe

  • Expected: actual dimensions show systematic offset plus feature-to-feature variation.
  • Measure: directional sizes, fit class, material, process, and orientation; the coupon does not establish universal compensation.
Transfer it

Set a compensated hole size and tolerance note for a removable sensor mount, including how it will be verified.

Limits and cautions
  • Do not use sharp rotating tools as gauges; use unpowered smooth shanks or purpose-made pins.
05

Keep evidence

Bench note

Record what you expected, what you actually measured or observed, and one difference worth investigating. This is self-reported evidence, not a certification.

0 / 5,000A bench demonstration needs a concrete note of at least 20 characters.
Terms in this lessonBrowse the advanced glossary

Sources and further reading

  1. MIT OpenCourseWare: Design and Manufacturing I