Interference (press/shrink) fit design for a shaft — solid or hollow — pressed into a hub or bearing bore. ISO 286 fits or custom tolerances on both parts, standard or custom shaft/hub materials, and insertion force plus hub/shaft stresses (Lamé thick-cylinder theory) across assembly, operational and storage temperatures — with independent shaft/hub assembly temperatures for heat/shrink fits and each part's thermal expansion or contraction reported explicitly.
1GeometryThe interface diameter d is the nominal shaft OD, which equals the nominal hub bore diameter — the two parts' individual tolerances (below) determine the actual interference. A hollow shaft (e.g. a bearing inner sleeve or compression limiter) has its own bore, which raises stress at that inner surface.
Nominal shaft OD = nominal hub bore.
2TolerancesPick a standard ISO 286 fit for each part, or enter your own ± deviations. The shaft list covers the interference/transition range (k6 lightest through u6 heaviest force fit); the hub is conventionally an H-series hole.
s6: +0.059 / +0.043 mm
H7: +0.025 / +0 mm
3MaterialsElastic modulus and Poisson's ratio set the contact pressure and stress split between shaft and hub; yield strength sets the safety factors; CTE drives how much the interference changes with temperature.
4TemperaturesISO 286 tolerances are referenced at 20°C. At other temperatures, differential thermal expansion between the shaft and hub materials shifts the interference — growing it if the shaft's CTE exceeds the hub's and the assembly is heated (or the reverse and it's cooled), and shrinking it otherwise. The shaft and hub can be set to DIFFERENT temperatures at assembly — the standard heat/shrink-fit method: heat the hub (or chill the shaft, e.g. in dry ice or liquid nitrogen) to open a sliding clearance, drop the parts together with little or no force, then let them equalise to the operational/storage temperature.
Chill the shaft (e.g. dry ice, LN₂) to shrink it for assembly.
Heat the hub to expand it for assembly. Insertion force is evaluated at these two temperatures.
Both parts assumed equalised to this shared ambient.
Results
✓ Within limits — 3 advisory notes below
⚠ Hub bore stress margin (assembly)
→ Hub bore safety factor is 1.20 at assembly temperature — low margin against yield.
⚠ Hub bore stress margin (operational)
→ Hub bore safety factor is 1.17 at operational temperature — low margin against yield.
⚠ Hub bore stress margin (storage)
→ Hub bore safety factor is 1.23 at storage temperature — low margin against yield.
Interference (assembly, nominal)
0.0385mm
0.018 … 0.059 mm
Contact pressure (assembly)
58.1MPa
27.2 … 89.1 MPa
Insertion force
54,798N
25,642 … 83,954 N
Hub bore SF (worst across temps)
1.17
Shaft SF (worst across temps)
7.16
Fit retained at operating temp?
Yes
Insertion forceAxial press-in force F = π·f·p·d·L, evaluated at the assembly-temperature contact pressure. Min/Max use the loosest/tightest tolerance stack — size any press or fixture for the Max case.
Contact pressure and stresses use classical Lamé thick-walled-cylinder theory for a shaft (solid or hollow) pressed into a hub of finite outer diameter, following the standard treatment in Shigley's Mechanical Engineering Design ("Press and Shrink Fits"): p = δ / { d/Eo·[(Do²+d²)/(Do²−d²) + νo] + d/Ei·[(d²+di²)/(d²−di²) − νi] }. Stresses assume plane stress (free ends, no additional axial load or torque) and the von Mises criterion; a solid shaft is under uniform hydrostatic compression (σr = σθ = −p) while a hollow shaft's highest stress is at its bore. Axial insertion force uses F = π·f·p·d·L at the assembly-temperature pressure. ISO 286 hole fits (H6–H11 etc.) are computed directly from the standard's formulas; the interference-range shaft fits (k6, m6, n6, p6, r6, s6, t6, u6) are transcribed from the published ANSI B4.2 tolerance-zone tables, which reproduce the ISO 286-1 values for these classes exactly (these letters carry IT-grade-dependent correction terms in the standard's own formulas, so they are looked up rather than computed). Each part's diametral thermal growth is αpart·d·(Tpart−20°C); the shaft and hub can be set to different assembly temperatures for a heat/shrink fit (hub heated and/or shaft chilled to open a sliding clearance before assembly), while the operational and storage points assume both parts have equalised to one shared ambient. The net shift in interference is the difference between the two parts' growth — a genuine failure mode at the operational/ storage points if it drives the worst-case interference to zero or below ("fit lost"), or drives stress beyond yield at the opposite extreme. Material properties (E, ν, yield, CTE) are typical published room-temperature values for each preset and are not varied with temperature; grey cast iron and other brittle materials have no well-defined yield point in compression, so their check is advisory only — compare against the compound's actual compressive strength rating. This is an estimation tool; verify against the application's holding-force, torque, and fatigue requirements before production use.
Validated: a solid steel shaft (50 mm) pressed into a steel hub (100 mm OD) with a clean 0.05 mm diametral interference should give p = δ/{(d/E)·[(Do²+d²)/(Do²−d²) + (1−ν)]} = 75.0 MPa by hand — this calculator returns exactly 75.0 MPa, a hub bore hoop stress of 125.0 MPa (von Mises 175.0 MPa), and a shaft-interface von Mises stress of 75.0 MPa. That last figure checks out analytically too: a solid shaft is under equal radial and hoop compression (σr = σθ = −p), and the von Mises formula reduces exactly to p in that special case — which is exactly what came back. The thermal-shift term was checked separately (aluminium shaft in a steel hub at 80°C) and also matched the hand-calculated interference exactly.
Calculation steps
1. Diametral interference at 20°C reference (as-machined)
shaft s6: +0.059 / +0.043 mm, hub H7: +0.025 / +0 mm
δ = 0.0385 mm nominal (0.018 … 0.059 mm)
2. Per-part thermal growth and shift in interference
δgrowth,shaft = αshaft·d·(Tshaft−20°C), δgrowth,hub = αhub·d·(Thub−20°C); δ_thermal = δgrowth,shaft − δgrowth,hub, added to the as-machined interference (heat/shrink fits: shaft and hub can be at different temperatures during assembly)
d = 50 mm, αshaft = 12.3×10⁻⁶/°C, αhub = 12×10⁻⁶/°C
At assembly (shaft 20°C / hub 20°C): shaft grows 0 mm, hub grows 0 mm → δ = 0.0385 mm nominal. At 125°C: δ = 0.0401 mm. At -55°C: δ = 0.0374 mm.