Machine design

Design rules such as choosing fits, chamfers and reliefs, and easy-to-machine shapes. 12 terms. For each term: meaning, how to show it on a drawing, examples, common mistakes, and differences between JIS and ASME.

Choosing a fitClearance hole (bolt through-hole)Chamfers (C chamfer, corner rounding)Inside corner radius (corner rounding)Relief and relief grooveDraft angleWall thickness (uniform wall thickness)Datum face (for machining, assembly, and function)Dimensions symmetric about the centerlineBalancing tolerance and costLayout of bolt holes and threaded holesEdge condition (burr and turned-up edge indication)

Choosing a fithameai no erabikataselection of fits

Choosing the combination of hole and shaft tolerance classes from the function: whether the parts move, are fixed, or are disassembled. Start from a hole basis such as H7 and choose from the recommended combinations table.[1][2][3][4]

Unit: µm (for φ20)How to write it on an assembly drawing: φ20 H7/g6Basic size φ20Hole H70〜+21−7〜−20Shaft g6Shaft k6+2〜+15Shaft p6+22〜+35Clearance fitTransition fitInterference fitExample: movingExample: locatingExample: fixed by press fit
Choose the fit by function: a clearance fit for moving parts, a transition fit for locating, an interference fit for press-fit fixing. Start from an H7 hole and choose from the recommended combinations.

How to write it on the drawing

  1. Classify by functionGet a first estimate from the function: clearance fits for parts that move relative to each other, around h and js for locating by hand and for parts that are disassembled, and k through p and beyond for fixed parts assembled with a hammer or press.[1]
  2. Choose from the recommended tableChoose from the recommended hole-basis combinations in JIS B 0401-1.[2]
ExampleMISUMI's explanation: for a precision locating pin used in an H7 hole, it gives g6 on the side fixed to the base plate and h6 on the locating side as an example, and says to choose a combination with larger clearance where play is acceptable.[3]

Common mistakes

Standard: JIS B 0401-1:2016 (recommended fits).[2][6]

Related:Fit systems (hole basis and shaft basis)Clearance, transition and interference fitsLocating pins (round pins)

Clearance hole (bolt through-hole)bakaanaclearance hole / bolt hole

A hole drilled about 10-20% larger than the thread's outside diameter so that a bolt can pass through. Unlike a fit, the diameter values written on the drawing differ between the hole and the bolt.[4]1 source (for reference)

Bolts and nuts are not sectioned (shown as outside views)Clearance hole φ11: larger than M10 boltPlates are sectioned and hatched (change the direction between neighbors)
Clearance hole: the hole a bolt passes through is drilled larger than the thread's outside diameter (e.g., φ11 for M10, chosen from the standard table). The figure draws the clearance exaggerated.

How to write it on the drawing

  1. Decide the diameters from the standard tableBolt hole diameters and counterbore diameters are specified in JIS B 1001.[7]

Common mistakes

Standard: JIS B 1001 "Clearance holes and counterbores for bolts and screws".[7]

Related:Counterbore and spotfaceDimensioning holes

C (45° chamfer)Chamfers (C chamfer, corner rounding)mentorichamfer / edge break

Cutting a part's corner at an angle (C chamfer) or rounding it (R). C is a supplementary dimension symbol for a 45° chamfer, written like "C2". Corners across the whole drawing are often specified together in a note.[9][10][11]

45° chamfer: CC2For 45°: "C + length"Other than 45°: length and angle330°Give the length and angle with dimension linesCorner rounding: RR2Specify small corners together in a noteExample: "Unspecified corners C0.3 MAX"
Chamfers: a 45° chamfer is written as C plus the length, like "C2". For other than 45°, give the length and angle as dimensions. Small corner chamfers and fine edge breaks are specified together in a note.

How to write it on the drawing

  1. A 45° chamfer is C plus a dimensionWrite it like "C1" or "C0.5".[9][10]
  2. Specify corners together in a notePut it together in a note, such as "Unspecified corners C0.3 MAX, with no burrs or turned-up edges".[10]
  3. Make entries for press-fit and locating largeChamfer the entry of a hole that receives a part generously so that it goes in easily.[12][13]

Common mistakes

JIS and ASMEThe C symbol for 45° chamfers is a provision JIS Z 8317-1 added to its corresponding international standard (ISO 129-1). The same notation is not necessarily understood on drawings abroad.[11]

Standards: JIS Z 8317-1:2008 (based on ISO 129-1, with added JIS provisions such as 45° chamfers) and clause 11.6 of JIS B 0001:2019. For edges whose shape is not defined by dimensions, see JIS B 0051.[11][16][17]

Related:Dimension symbolsEdge condition (burr and turned-up edge indication)Inside corner radius (corner rounding)

Inside corner radius (corner rounding)uchikaku aaruinside corner radius / fillet / internal radius

A rounding on the inside corner of a pocket or step. When cut with a rotating tool such as an end mill, the inside corner is always rounded to the tool radius.[18][19]

× Square cornerA radius always remains from the toolR6○ Corner radius specifiedSlightly larger than the tool radiusEnd mill (phantom line)
Inside corner radius: when cut with a rotating tool, the inside corner of a pocket or step is always rounded to the tool radius. Give the corner radius explicitly or add a note such as "Unspecified corners R1 MAX".

How to write it on the drawing

  1. Give the corner radius or a general noteThere are examples of a note such as "Unspecified corners R1 MAX".[10]
  2. TerminologyUS teaching materials call an inside rounding a fillet and an outside rounding a round.[19]

Common mistakes

Standard: no standard specifically governing inside corner radii could be confirmed in this research.

Related:Chamfers (C chamfer, corner rounding)Relief and relief groove

Relief and relief groovenige / nige-mizorelief / undercut / neck

A shape in which the root of a step or part of a contact surface is cut away in advance so that the tool corner radius, burrs, incomplete thread and the like do not interfere with the mating part.[20][14][15][21]

Gap: does not seat against the stepNo relief (radius remains in the corner)Mating partRelief grooveWith relief groove: seats flushMating part
Relief (relief groove): with a groove at the root of a stepped shaft, the mating part's corner does not hit the leftover tool radius, so it seats flush against the shoulder face. Reliefs are also provided at thread ends and grinding ends.

How to write it on the drawing

  1. Groove at the root of a stepped shaftCut a groove (neck) at the step where the diameter changes, so that the mating part's corner is not obstructed even if the tool radius remains.[20]
  2. Groove at the end of a threadA groove smaller than the root diameter at the end of an external thread lets the mating thread engage all the way, and also serves as tool runout for thread cutting.[20]
  3. How to dimensionShow the groove width and depth with a leader note or dimensions.[20]
  4. Corners of contact surfaces and places where burrs formProvide reliefs at corners of fixture contact surfaces and where burrs form.[14][15]

Common mistakes

Standard: no standard defining the shape and dimensions of relief grooves could be confirmed in this research.

Related:Incomplete threadInside corner radius (corner rounding)Burr and chip countermeasures

Draft anglenuke kobaidraft angle / draft

A taper applied to faces parallel to the mold-opening direction so that injection-molded parts and the like release easily from the mold.[22][23]1 source (for reference)

Mold opening directionMold opening directionDraft (exaggerated in the figure)× No draft: drags on the mold and is hard to eject○ On every face parallel to the mold opening direction
Draft: a taper applied to faces parallel to the mold-opening direction so that the molded part releases easily. Often about 2°, and larger on textured surfaces (Protolabs guidelines).

How to write it on the drawing

  1. On all faces parallel to the mold-opening directionFor sections released by a slide, apply it to faces parallel to that release direction.[22]
  2. Typical anglesProtolabs' guidelines give 0.5° on vertical faces, 2° in many cases, 3° or more for lightly textured surfaces, and 5° or more for medium textures.[23]

Common mistakes

Standard: no JIS defining draft angles could be confirmed in this research.

Related:Wall thickness (uniform wall thickness)

Wall thickness (uniform wall thickness)nikuatsuwall thickness / uniform wall

The wall thickness of a molded part. Uneven thickness tends to cause short shots, warpage from differential shrinkage, and sink marks and voids in thick sections, so keep it as uniform as possible.[22][23]1 source (for reference)

Sink mark (depression)Void (air bubble)× Has thick sections○ Cored out to even the thicknessSame thickness everywhere
Wall thickness: if the wall thickness of a molded part is uneven, thick sections tend to show sink marks and voids, and differential shrinkage causes warpage. Core out thick areas and keep the thickness as uniform as possible.

How to write it on the drawing

  1. Core out thick areasDo not make features with bumps and recesses solid; use a cored-out shape.[22]
  2. Recommended range by materialEach resin has a recommended wall thickness range (in Protolabs' guidelines, 0.045-0.140 in for ABS).[23]

Common mistakes

Standard: no JIS defining wall thickness could be confirmed in this research.

Related:Draft angle

Datum face (for machining, assembly, and function)kijunmenreference surface / datum surface

The surface used as the origin for dimensions and for machining, assembly and measurement. Choose it with thought to the surface that mates in assembly, the origin for layout and measurement, and the surface that sits on the machine tool table, and give dimensions from it.[4][8][24][25]

204580Datum surfaceDimensions from the datum surfaceWrite dimensions from the surface that isthe origin for assembly, machining and measurement
Datum surface: decide the surface that mates in assembly or serves as the measurement origin, and give dimensions from it (here, parallel dimensions from the left end face).

How to write it on the drawing

  1. Types of datumsThere are machining datums, mounting datums and functional datums.[8]
  2. Dimension from the datumUse parallel dimensioning to give each position from the datum surface.[4][26]
  3. End-face datum and centerline datumEnd-face datums are often used for high-precision assemblies, but for ordinary automated-machine parts, a centerline datum (symmetric dimensioning) reduces errors in developing part drawings and in assembly.[24]

Common mistakes

Related:Parallel dimensioningDatumMatch the drawing datums to the fixture's locating references

Dimensions symmetric about the centerlinechushin furiwake no sunpodimensioning from center line

A method of dimensioning symmetric holes and shapes by distributing the dimensions to both sides of the part's centerline. It omits unnecessary dimensions, makes the drawing easier to read, and reduces assembly mix-ups.[24][8]

60150Distribute dimensions about the centerlineDo not give the dimension from theend face to the hole
Dimensions symmetric about the centerline: for two symmetric holes, give only the hole spacing "60" from the part's centerline. This removes unnecessary dimensions and reduces assembly mix-ups.

How to write it on the drawing

  1. Take the centerline as the datumGive the spacing of symmetric holes and the outline as dimensions straddling the centerline, and do not give position dimensions from the end faces.[24][8]
ExampleTwo holes 30 either side of the center: give only "60" between the holes from the centerline, and no position from the end faces.(An example built from the rules in the sources)[24][8]

Related:Datum face (for machining, assembly, and function)Symmetry

Balancing tolerance and costkosa to kosutotolerance and cost

The idea that the tighter the tolerance, the more machining and inspection effort and the higher the cost, so apply tolerances only where function requires and leave the rest to general tolerances.[5][8][27]

How to write it on the drawing

  1. Choose which dimensions get tolerancesApply tolerances only to dimensions that matter for function and assembly, and leave the others to general tolerances. Improve the finish only on surfaces that need it.[5]
ExampleMISUMI example: in a part drawing for a chuck jaw, dimensional tolerances are applied only to the slot width and sensor hole that matter for alignment, finish is improved on just three surfaces, and the rest is left rough.[5]

Common mistakes

Related:General tolerancesChoosing a fit

Layout of bolt holes and threaded holesboruto ana no haichihole pattern layout

How to lay out and dimension threaded holes and bolt holes on a base plate or cover. A layout that lets locating be done for several holes together reduces machining time and mistakes.[28][29]

From the center of the corner arcPosition located diagonally16080× Each hole needs its own locating○ Aligned to the intersections of two lines each
Bolt hole layout: place the four corner holes of a rectangular cover at the intersections of two lines parallel to the edges, not following the corner arcs. Locating can be done together, so machining is faster and mistakes are fewer.

How to write it on the drawing

  1. Align the locatingAlign holes on the same X and Y lines so that locating can be done together.[28]
ExamplePlacing the four corner holes of a rectangular cover at the intersections of two lines parallel to the edges, rather than along the outline's corner arcs, lets all holes be located at once and cuts cost.[28]

Common mistakes

Related:Simplified representation of repeated features

Edge condition (burr and turned-up edge indication)ejji no jotaiundefined edge / burr-free edge

Specifying in a note, for edges whose shape is not defined by dimensions, matters such as leaving no burrs or turned-up edges. JIS B 0051 defines how to indicate dimensions for edges of undefined shape.[10][17][15]

Burr (protrusion)Turned-up edge (rollover)Chamfered, no burrExample note: "Unspecified corners C0.3 MAX, with no burrs or turned-up edges"
Edge condition: for corners whose shape is not defined by dimensions, specify together in a note that no burrs (protrusions) or turned-up edges (rollover) remain.

How to write it on the drawing

  1. General indication by noteWrite a note such as "Unspecified corners C0.3 MAX, with no burrs or turned-up edges".[10]
ExampleNote on the Shimane University drawing example: "Unspecified corners C0.3 MAX, with no burrs or turned-up edges".[10]

Standard: JIS B 0051 "Technical product documentation - Edges of undefined shape - Indication of dimensions" (details of its contents could not be confirmed in this research).[17]

Related:Chamfers (C chamfer, corner rounding)Burr and chip countermeasures

📚Sources

Explanations without a mark are those on which two or more sources from different publishers agree. Because the text of the standards is paid, they were checked against technical materials from measuring-instrument and parts manufacturers, teaching materials from universities and public testing institutes, and public pages of the standards, and the explanations are written in Kezuriba's own words. The diagrams of the entry fields were drawn by Kezuriba.

  1. MISUMI "MISUMI Technical Information: Basics of Fit Selection"
  2. MISUMI "MISUMI Technical Information: Selecting a Fit System (excerpt from JIS B 0401-1:2016)"
  3. MISUMI "MISUMI Technical Information: Frequently Used Fit Combinations"
  4. Tokyo Institute of Technology (now Institute of Science Tokyo), School of Engineering, "M3 Mechanical Drawing: The Essentials of Mechanical Drawing (SS2 course material)"
  5. MISUMI "MISUMI Technical Information: Key Points for Making Part Drawings for Automated Machines (Design Image Training-41)"
  6. Japanese Industrial Standards Committee (JISC) JIS search "JIS B 0401-1/-2 GPS - ISO code system for tolerances on linear sizes"
  7. Japanese Industrial Standards Committee (JISC) JIS search, "JIS B 1001 Bolt hole diameters and counterbore diameters"
  8. Kyushu University Faculty of Science Workshop (published in the Institute for Molecular Science technical meeting proceedings), Atsushi Baba, "The Importance of Basic Knowledge of Drafting When Requesting Fabrication, and Proposals for Preventing Misunderstanding" (2024)
  9. MISUMI, "MISUMI Technical Information: Drawing symbols revised in 2010 (excerpt from JIS B 0001:2010)"
  10. Shimane University (Interdisciplinary Faculty of Science and Engineering, Mechanical Design Laboratory), "Spur gear part drawing example (with specification table, MDHW4 reference drawing)"
  11. Japanese Standards Association (JSA), "JIS Z 8317-1:2008 Dimensioning and tolerancing (preview: table of contents, foreword)"
  12. MISUMI "MISUMI Technical Information: Fits and Locating Pin Shapes"
  13. MISUMI "MISUMI Technical Information: Workpiece Clamping Mechanisms of Work Holders"
  14. MISUMI "MISUMI Technical Information: Locating Methods Unaffected by Burrs (Workholding Technology-7)"
  15. MISUMI "MISUMI Technical Information: Hole-Based Locating Methods That Avoid the Effect of Burrs (Workholding Technology-8)"
  16. Japanese Standards Association (JSA), "JIS B 0001:2019 Mechanical engineering drawings (preview: table of contents, scope, normative references)"
  17. Japanese Industrial Standards Committee (JISC) JIS search "JIS B 0051 Technical product documentation - Edges of undefined shape - Indication of dimensions"
  18. Protolabs「CNC Milling Design Guidelines」
  19. WisTech Open (Wisconsin Technical College System, US) "Blueprint Reading Ch.9 Print Symbols and Notes"
  20. WisTech Open (Wisconsin Technical College System, USA) "Blueprint Reading Ch.10 Machining Details"
  21. MISUMI "MISUMI Technical Information: Locating Pins (Examples of Locating Pins and Guides-2)"
  22. Protolabs G.K. (reprinted in Mynavi TECH+) "Protomold Design Tips (1) New Rules for Designing Injection-Molded Parts"
  23. Protolabs「Injection Molding Design Guidelines」
  24. MISUMI, "MISUMI Technical Information: Key points for making part drawings of automatic machines-2 (Design Image Training-42)"
  25. Government College of Engineering (Bihar, India, lecture notes) "Module 3: Design of jigs and fixtures (principle of location and clamping, drill jig bushing)"
  26. WisTech Open (Wisconsin Technical College System, US) "Blueprint Reading Ch.5 Dimensioning Systems"
  27. MISUMI "MISUMI Technical Information: Dimensional Tolerances (Fit Design-3)"
  28. MISUMI, "MISUMI Technical Information: Basics of designing and drawing multiple threaded/tapped holes (Screws-4)"
  29. WisTech Open (Wisconsin Technical College System, US) "Blueprint Reading Ch.6 Print Dimensions"