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How to Select the Optimum Preferred Metric Sizes and Help Cut Manufacturing Costs

Choose the best metric standard sizes and compete on the global market.

Last modified: 2012-01-27

bullet Figure 1   Preferred Metric Sizes  
bullet Figure 2   Screw Threads  
bullet Figure 3   Steel Plates  
bullet Figure 4    Round Cold Finished Steel Bars  
bullet Figure 5    Preferred Fits  
bullet Figure 6   Preferred Tolerances for Screw Threads  
bullet Figure 7   Strength Classes for Threaded Fasteners  
bullet Industry Users of Metric Standards Book, Softwares or Training Program  

How do you select the optimum metric sizes when you design a new metric product? Will material stock, cutting tools, fasteners, etc. be readily available where parts are to be produced?  If not, this may cause a cost penalty and added manufacturing time. If you select from the First, Second or Third choice sizes shown in Figure 1 Preferred Metric Sizes,  you will ensure that design and manufacturing practices follow the established global metric standards.

The selection of a preferred size in the customary inch system has been helped by the fractional system to some extent.  In the inch design you would select the whole inch sizes first, and then in increments of 1/2, 1/4, 1/8, etc.  The metric system does not use fractions, and there are 25.4 millimeters sizes to choose from in each inch.  This is why the preferred numbering system or the preferred metric sizes (ASME B4.2) is so important to use in all metric product designs.

Material presented in this news release will help you in your product designs.  If you need more details, use to the electronic or paper editions of the METRIC STANDARDS for Worldwide Manufacturing book.

Changing to the metric system presents an opportunity for companies to unify metric standards worldwide and encourage the use of more interchangeable parts.  These can be mass produced in fewer varieties  which  benefit consumers and producers alike. 

To make parts interchangeable, other factors must also be interchangeable, such as the nominal size of a part, its tolerances,  and material quality.  A bolt,  for example,  must have the same physical size, tolerance, coating and strength class.  Steel plates are interchangeable when the thickness,  size,  tolerance, and the steel quality are sufficiently close to swapping one manufacturer to another.  More importantly,  purchasing interchangeable parts and components around the world provides an opportunity to reduce manufacturing costs.

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Preferred Metric Sizes

The preferred numbering system has played a major role in the development of metric standards. This is a geometrical series of numbers adopted worldwide. Its first known application was in the 1870s by Charles Renard, a French army captain who reduced the different diameters of rope for military balloons from 425 to 17.   The R5,  R10  and  R20  series refers to the Renard 5  (first choice sizes  60 % increments), Renard 10 (second choice sizes 25 % increments) and Renard 20 (third choice sizes 12 % increments) series of preferred numbers standardized in ASME Z17.1 and ISO 3.

Nominal metric sizes are identical where the metric system has been in use for several years.   Here is how the preferred metric nominal sizes were developed and how these chosen sizes reflect preferred metric standard sizes for threaded fasteners, steel plates, sheets, bars, etc already in use throughout the world.

How do the preferred metric sizes relate to the customary inch sizes and the preferred numbers are shown in Figure 1.

The metric cold finished round bar sizes specified in the new ASME B32.100-2005 standard are according to the sizes shown in Figure 1 below.

Figure 1  Preferred Metric Sizes

Preferred Size mm

 

Preferred

Size Inch

 

Preferred Numbers

 

First

Second

Third

mm

Fractions

Decimals

First

Second

Third

R5

R10

R20'

     

R5

R10

R20

4

   

3.97

5/32

0.156

4

   
   

4.5

4.37

11/64

0.172

   

4.5

 

5

 

4.76

3/16

0.188

 

5

 
   

5.5

5.56

7/32

0.219

   

5.6

                 

6

   

6.35

1/4

0.25

6.3

   
   

7

7.14

9/32

0.281

   

7.1

 

8

 

7.94

5/16

0.313

 

8

 
   

9

8.73

11/32

0.344

   

9

                 

10

   

9.53

3/8

0.375

10

   
   

11

11.11

7/16

0.438

   

11.2

 

12

 

12.7

1/2

0.5

 

12.5

 
   

14

14.29

9/16

0.563

   

14

                 

16

   

15.88

5/8

0.625

16

   
   

18

17.46

11/16

0.688

   

18

 

20

 

19.05

3/4

0.75

 

20

 
   

22

22.23

7/8

0.875

   

22.4

                 

25

   

25.4

1

 

25

   
   

28

28.58

1 1/8

1.125

   

28

 

30

 

30.16

1 3/16

1.188

 

31.5

 
   

35

34.93

1 3/8

1.375

   

35.5

                 

40

   

39.69

1 9/16

1.563

40

   

GO

STOP

CAUTION

The ASME preferred metric sizes are identical to those in the ISO 497 R20' rounded series selected years ago. The intent of the number series shown is to help reduce the number of standard sizes for screw threads, steel plates, steel sheets, round steel bars, lifting capacities, hydraulic cylinder diameters, etc.

The preferred size range from 4 through 40 millimeters may be extended to cover smaller or larger sizes by just multiplying or dividing sizes shown by 10. For instance, 60-mm sizes would be a preferred choice as would 2.5-mm devices.

For example, the six first choice thread sizes shown in Figure 2 are recommended to replace the 61 other thread sizes listed. The first choice sizes are according to the R5' series of preferred sizes shown in Figure 1.  Less savings will be achieved if you select the twelve ISO (green) first and second choice sizes shown or the 14 ASME (bold) first choice  sizes. The cost reduction becomes substantial when you figure thousands of dollars savings for each unique fastener size that can be eliminated from the product design.

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Figure 2 Screw Threads

ISO 262 Metric (mm) Unified Inch
Coarse   Coarse Fine   Coarse Fine
R5 R10 R20   mm Inch  
M2.5       2.51 #3-48 #3-56
  M3     2.8 #4-40 #4-48
        3.2 #5-40 #5-44
    M3.5   3.5 #6-32 #6-40
M4       4.2 #8-32 #8-36
    M4.5   4.8 #10-24 #10-32
  M5     5.5 #12-24 #12-28
M6       6.3 1/4-20 1/4-28
  M8   M8x1 7.9 5/16-18 5/16-24
M10     M10x1.25 9.5 3/8-16 3/8-24
        10.9 7/16-14 7/16-20
  M12   M12x1.25 12.7 1/2-13 1/2-20
    M14 M14x1.5 14.3 9/16-12 9/16-18
M16     M16x1.5 15.9 5/8-11 5/8-18
    M18 M18x1.5      
  M20   M20x1.5 19.1 3/4-10 3/4-16
    M22 M22x1.5 22.2 7/8-9 7/8-14
M24     M24x2 25.4 1-8 1-12
    M27 M27x2 28.6 1 1/8-7 1 1/8-12
  M30   M30x2 31.8 1 1/4-7 1 1/4-12

GO

CAUTION

STOP

The metric coarse thread pitch is slightly smaller (finer) compared to the customary unified coarse thread pitch. For example; the metric coarse thread M8 has the thread pitch 1.25 mm and the inch thread 5/16 18 (7.94 mm) has the thread pitch 1.41 mm.

Preferred metric, standard metric and customary inch steel plate sizes are shown in Figure 3. It is recommended selections be made from the preferred metric column marked first and second choice. Selection of first choice sizes will further reduce the number of plate sizes from eight to four. This is a huge cost reduction compared with the 19 inch plate sizes that used to be stocked by a large USA company. Steel plate sizes shown are those specified in the new ASME B32.100-2005 standard. Preferred metric sizes for thin flat products (sheets) in the range from 0.06 through 4 mm follow the sizes shown in Figure 1 in the above standard.

Figure 3 Steel Plates

Preferred Metric

 

Customary Inch

 
ASME B32.100      

First

Second

First

Second

Third

 

Choice

Choice

Choice

Choice

Choice

mm

Inch

 
           
 

5

 

4.76

3/16

 
   

5.5

5.56

 

7/32

           

6

   

6.35

1/4

 
   

7, 7.5

7.14

 

9/32

 

8

 

7.9

5/16

 
   

9

8.73

 

11/32

           

10

   

9.5

3/8

 
     

10.3

 

13/32

   

11

10.9

7/16

 
 

12

 

11.9

 

15/32

     

12.7

1/2

 
   

14

14.3

 

9/16

    15      

16

   

15.9

5/8

 
   

18

17.5

 

11/16

     

19.1

3/4

 
 

20

 

20.6

 

13/16

   

22

22.2

7/8

 
     

23.8

 

15/16

           

25

   

25.4

1

 
 

GO

CAUTION

 

STOP  

You probably do not have to reduce the numbers of ropes used to hold balloons, but the Renard series of sizes gives you a great tool to help cut costs in manufacturing.

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Preferred Tolerances

ISO tolerance standards offer industry a savings opportunity.   New software programs (KOK ISOTOLTM Computer Tolerance Software) make those standards more easily available and can maximize those opportunities and save time as well.  Rating basic sizes and tolerances helps reduce the number of hole and shaft sizes specified.

Hole basis fits with hole tolerances identified by ASME and ISO as H11, H9, H8 and H7 help rationalize on standard cutting tools and gages, whereas shaft basis fits with shaft tolerances h11, h9, h7 and h6 help rationalize on standard round steel bars available in all major industrial countries. The recently released ASME B32.100-2005 standard specify the above shaft tolerances.  See Figure 4.

Figure 4 Round Cold Finished Steel Bars

Country

National Standard

ISO Product Tolerance

 

Other ISO Shaft

       

Tolerances

 
           

Global

ISO 1829*

h11

h9

h7

h6

h5, h8

 
           

USA

ASME B32.100

h11

h9

h7

h6

   

Japan

JIS G3123

h11

h9

h7

h6

h13, h12, h10, h8

Germany

DIN 668

h11

         

DIN 669,671

 

h9

       

DIN 59360

   

h7

     

DIN 59361

     

h6

   

DIN 670

       

h8

 

France

NF A47-411

h11

 

   

h10

 

NF A47-461

  h9        

UK

BS 4500*

h11

h9

h7

h6

   

Italy

UNI 468

h11

         

UNI 469

 

h9

       

UNI 5953

   

h7

     

Australia

AS 1654*

h11

h9

h7

h6

   

*This is a preferred tolerance standard and not a steel product standard

GO

CAUTION

The ASME standard and software have ten preferred hole and shaft basis fits ranging from LOOSE RUNNING to FORCE fits shown in Figure 5. and in  KOK ISOTOLTM  and  KOK ISOGAGETM software.  It is recommended you use hole basis fits in most applications since it helps you reduce the cost of cutting tools and gages.  However, it may be to your advantage to use shaft basis fits where you have a standard shaft size in a machine with bearings, couplings, sprockets, gears, and other components attached to it.    Examples include knitting, printing, and farm machines.

Each preferred fit has the same clearance or interference for hole or shaft basis fit listed on the same line.

Figure 5  Preferred Fits

Hole

Shaft

Description

Basis

Basis

   

H11/c11

C11/h11

LOOSE RUNNING

fit for wide commercial tolerances or

   

allowances on external members.

   

H9/d9

D9/h9

FREE RUNNING

fit not for use where accuracy is essential,

   

but good for large temperature variations, high running speeds,

   

or heavy journal pressures.

   

H8/f7

F8/h7

CLOSE RUNNING

fit for running on accurate machines and for

   

accurate location at moderate speeds and journal pressures.

   

H7/g6

G7/h6

SLIDING

fit not intended to run freely, but to move and turn freely

   

and locate accurately.

   

H7/h6

H7/h6

LOCATIONAL CLEARANCE

fit provides snug fit for locating

   

stationary parts, but can be freely assembled and disassembled.

   

H7/k6

K7/h6

LOCATIONAL TRANSITION

fit for accurate location,

   

a compromise between clearance and interference.

   

H7/n6

N7/h6

LOCATIONAL TRANSITION

fit for more accurate location

   

where greater interference is permissible.

   

H7/p6

P7/h6

LOCATIONAL INTERFERENCE

fit for parts requiring rigidity

   

and alignment with prime accuracy of location but without special

   

bore pressure requirements.

   

H7/s6

S7/h6

MEDIUM DRIVE

fit for ordinary steel parts or shrink fits

   

on light sections, the tightest fit usable with cast iron.

   

H7/u6

U7/h6

FORCE

fit suitable for parts which can be highly stressed or for

   

shrink fits where the heavy pressing forces required are impractical.

GO

CAUTION

The system needs no particular CAD software.   Users still must use standard hole or shaft sizes in order to save in manufacturing.   Engineers in the EU countries have taken advantage of the system for over 70 years, and many users there still use published tables or recall the allowances from memory.

The ASME B4.2 standard (see KOK ISOTOLTM Computer Tolerance Software) shows tables of allowances for the ISO tolerance zones, and limit dimensions for the preferred hole, shaft tolerances and the first choice sizes. In the USA, these tables are published in the Machinery's Handbook and the METRIC STANDARDS for Worldwide Manufacturing  books.  You can save a lot of time searching tables and trying to understand the system by using the two programs that have been developed.  You also save time comparing the new metric fits with the old customary inch fits, and you can quickly modify proposed fits to give similar conditions as those proven in use.  For more information about the ISO tolerance system and software's, just enter one of the web pages listed below on the Internet. Softwares are easy to install and use, and run on computers with Windows 95, 98, NT, XP, 7, etc.

ISO screw thread tolerances are the medium tolerance class 6H for nuts and 6g for bolts as shown in Figure 6. The identical nut tolerance 6H is used for both close- and medium-fit nuts.  The close bolt tolerance 4g6g is recommended for set screws and socket head screws and the fastener user taps identically threaded holes for all threaded fasteners.

Figure 6   Preferred Tolerances for Screw Threads

NEW

 

OLD

     
           

Tolerance

Metric

 

Metric

 

Inch

 

Class

Nut

Bolt

Nut

Bolt

Nut

Bolt

           

Close

6H

4g6g

5H

4h

3B

3A

           

Medium

6H

6g

6H

6g

2B

2A

           

Free

None

None

7H

8g

1B

1A

GO

CAUTION

STOP

Tolerances for other steel products are typically greater in many ISO product standards, and may sometimes be twice as large as those used for customary inch products. Refer to specific standard in order to find the tolerance applicable.  A large number of ISO steel product standard tolerances are shown in the referenced metric standards book, and a major steel producer use it to prepare bids for sales outside USA.

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Material Quality

Due to extensive work and negotiations by the fastener industry, we have worldwide agreements on threaded fastener standards.  The ISO 898/I on strength classes for fasteners was published years ago, and it covers the most frequently used classes ISO 5.8, 8.8, and 10.9, which correspond to our customary grades SAE 2, 5, and 8 as shown in Figure 7.

 

Figure 7   Strength Classes for Threaded Fasteners

NEW

 

OLD

 
       

ISO 898/I

 

SAE J429h

       

ISO 5.8

 

SAE 2

 
       

ISO 8.8

 

SAE 5

 
       

ISO 10.9

 

SAE 8

 

GO

STOP

Other important ISO strength classes; ISO 4.6, ISO 4.8, ISO 9.8 and ISO 12.9

Unifying steel material quality standards worldwide is a tremendous task.  ISO has done an outstanding job through its many technical committees.  Over 60 standards on the subject have been published and more are being developed.  The EU has eliminated many differences between German, French, British, Italian and other European steel designations by issuing EN (European Norm) standards designated DIN EN, NF EN, BS EN, UNI EN, etc. and published in each countrys language. For specific details about the ISO fastener strength classes or material quality standards see the referenced metric standards book.

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Industry Users of Metric Standards Book, Softwares or Training Program

  1. "The METRIC STANDARDS for Worldwide Manufacturing  book is recommended used in every machine shop and design office converting to the metric system of measure".  Stan Jakuba,  Metrication Consultant, email jakubast at gmail.com, phone 860 521 7924
     
  2. "The METRIC STANDARDS for Worldwide Manufacturing  book is an essential tool for any operation involved in the business of engineering and manufacturing of products in compliance with world standards and the international marketplace".  - Lowell Foster, Technology Concepts and Engineering Int, email  lofosgdt at minn.net, phone 612 722 9115
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References

The 2007 Electronic 7th Edition of METRIC STANDARDS for Worldwide Manufacturingor hard copy (2007 or 1996 second editions) ASME Press, 806 pages, 500 tables, ISBN 978-0-7918-0261-8.   Do you need help with bringing your business in tune with Global Manufacturing and Engineering?   Contact  Knut , and I shall be happy to help you.   Global METRIC Training Program.  The new KOK ISOTOLTM Computer Tolerance Software provides the powerful tool you need to help cut costs in  manufacturing and engineering.   The new KOK ISOGAGETM Computer Software for  Gages   provides the powerful tool you need to reduce cost of gages. This software provides limit dimensions for plug and ring GO-NOGO gages for all tolerances in the ASME and ISO standards.

The ebook and software are hosted and distributed by the ANSI Digital Standards Store. and by the American Institute of Physics <http://asmedl.aip.org/ebooks/asme/asme press/802612>   

GO metricUSATM.org, Inc. 318 St Andrews Road  Statesville   NC 28625-4659 USA  

E-mail kok at gometricusa.org

Phone 704 990 8449         
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