Shaft Hub Fits (shaft-hubs)
Purpose
Estimate contact pressure and friction torque capacity for interference fits between shafts and hubs. Supports press-fit and shrink-fit screening for power transmission without keys.
Physics & theory
Interference fit creates radial contact pressure at the shaft–hub interface from diametral interference . Thick-cylinder Lamé equations relate interference to pressure based on elastic moduli, Poisson's ratios, and geometry of shaft and hub.
Friction torque capacity is for interface radius , friction coefficient , and contact length . Minimum interference must overcome assembly force and operating load without slip. Maximum pressure must not exceed yield of hub or shaft at bore.
Connections transfer load through bearing, shear, tension, and friction paths depending on joint configuration. Preload in bolted joints reduces joint separation and can allow friction to carry shear; without adequate preload, bolts carry full shear in bearing against hole walls.
FEM-based bolt analysis resolves member and bolt stiffness for load sharing; VDI 2230 provides a systematic worksheet for high-fidelity preloaded joints including embedding loss and tightening scatter.
Governing equations
Numerical method
Lamé thick-cylinder closed-form for contact pressure from specified interference or fit tolerance. Friction torque from user . Stress in hub bore compared to yield allowable.
Inputs
| Parameter | Description |
|---|---|
| Shaft/hub diameters | Nominal and interference |
| Outer hub radius | Hub OD |
| Material , , yield | Shaft and hub |
| Contact length | Fit engagement length |
| Friction coefficient | Dry or lubricated assembly |
Outputs
- Contact pressure, hub hoop stress, friction torque capacity, torque utilization, minimum interference recommendation.
Design codes & checks
- Indicative: Contact pressure and friction torque capacity
- ISO: ISO 286 fit tolerances (with Fits module)
- DIN: DIN 7190 interference fits (reference)
Assumptions & limitations
- Elastic analysis; plastic deformation during press-fit not fully modeled.
- Uniform pressure along length; no hub flange or step effects.
- Friction coefficient highly variable with surface finish and lubricant.
- Fatigue of interference joints not evaluated.
References
- Shigley, J. E., & Budynas, R. G. Mechanical Engineering Design, 11th ed., Ch. 7.
- DIN 7190:2017. Interference fits — Calculation and design rules.
- Roark, R. J., Young, W. C., & Budynas, R. G. Formulas for Stress and Strain, thick cylinders.
- ISO 286-1:2010. Limits and fits.
- PhyCalcPro verification benchmarks in
src/data/verification/where available for this module. - Beer, F. P., et al. Mechanics of Materials, 8th ed. McGraw-Hill — foundational stress and deformation theory.