Straight cylindrical involute splines - Metric module, side fit - Generalities, dimensions and inspection - Amendment 1 - Section 3: Inspection

Provides data (in 111 tables) and indications necessary for inspection as well as three methods of inspection by limit gauges.

Section trois: Vérification

Ravni utori z evolventnimi boki na valjih - Metrski modul, bočno prileganje - Splošno, mere in kontrola - Dopolnilo 1 - Poglavje 3: Kontrola

General Information

Status
Withdrawn
Publication Date
31-Dec-1999
Withdrawal Date
30-Jun-2006
Technical Committee
Current Stage
9900 - Withdrawal (Adopted Project)
Start Date
01-Jul-2006
Due Date
01-Jul-2006
Completion Date
01-Jul-2006

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INTERNATIONAL IS0
STANDARD
First edition
1981-05-01
AMENDMENT 1
1992- 1 l-01
Straight cylindrical involute splines - Metric
Generalities, dimensions and
module, side fit -
inspection
AMENDMENT 1 : Section three : Inspection
Cannelures cylindriques droites j flancs en dkveloppante - Module metrique, ;i
Gh&alit6s, dimensions et vhrifica tion
centrage sur flancs -
AMENDEMENT 7: Section trois : Wrification
____---_- -- _
Reference number
-__ IS0 4156 : 198VAmd.l : 1992 (E)
-_ ~-.--
---------------------- Page: 1 ----------------------
llAmd.1 : 1992 (E)
Contents
Page
...................................
. . 1
warning . . . . . . . . . . . . . . . . . . . . . . .
................................... . . 1
15 Scope.. . . . . . . . . . . m . . . . . . . . .
.....................................
16 Reference temperature. . . . . . . .
.....................................
. . 1
‘I7 Inspection with limit gauges . . .
............................. 4
18 Manufacturing tolerances for spline gauges
...................................
19 Length of measuring part of gauges.
...............................................
20 Grips of spiine gauges
..........................
21 Values of variation allowances of spline gauges
.........................
22 Dimensions, designation and marking of gauges
................................................
23 Analytical inspection.
.......................... 30
24 Conversion of circle divisions into angle values.

%5 Inspection dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

@ IS0 1992

All rights reserved. No part of this publication may be reproduced or utilized in any form or by any

means, electronic or mechanical, including photocopying and microfilm, without permission in

writing from the publisher.
International Organization for Standardization
Case postale 56 o CH-1211 Geneve 20 @ Switzerland
Printed in Switzerland
---------------------- Page: 2 ----------------------
IS0 4156 : 1981iAmd.l : 1992 (E)
Foreword

IS0 (the International Organization for Standardization) is a worldwide federation of

national standards bodies (IS0 member bodies). The work of preparing International

Standards is normally carried out through IS0 technical committees. Each member

body interested in a subject for which a technical committee has been established has

the right to be represented on that committee. International organizations, govern-

mental and non-governmental, in liaison with ISO, also take part in the work. IS0

collaborates closely with the International Electrotechnical Commission (IEC) on all

matters of electrotechnicai standardization.

Draft international Standards adopted by the technical committees are circulated to

the member bodies for voting. Publication as an International Standard requires
approval by at least 75 % of the member bodies casting a vote.
Amendment 1 to International Standard IS0 4156 : 1981 was prepared by Technical
Committee lSO/TC 14, Shafts for machinery and accessories, Sub-Committee 2,
Couplings.
. . .
III
---------------------- Page: 3 ----------------------
This page intentionally left blank
---------------------- Page: 4 ----------------------
INTERNATIONAL STANDARD IS0 4156 : 198VAmd.l : 1992 (E)
Straight cylindrical involute splines - Metric module,
side fit - Generalities, dimensions and inspection
AMENDMENT 1 : Section three : Inspection
Warning

Some of the symbols used in this addendum could seem to have two meanings. For instance 2 means either the number of teeth (as

is customary in the IS0 Standards for spline or gears) or the distance between the centre of the tolerance zone of new GO gauges for

shafts and the GO workpiece limit (see ISO/R 1938).

The authors have not thought it necessary to distinguish them, since the context will always preclude any ambiguity.

Section three : Inspection
15 Scope gauges. However, it is not mandatory to use such gauges and
direct measurement is acceptable provided that this method

This addendum provides guidance and data necessary for the has been agreed by the parties concerned under conditions to

inspection of straight (non-helical) cylindrical involute splines. be defined so as to meet the requirements of this addendum.

By convention, a part is deemed acceptable when its splines are
found satisfactory using gauges meeting the requirements of
16 Reference temperature
this addendum, which is the authority for gauging. Conse-
quently, the choice of gauge shall be agreed between customer
The standard reference temperature for industrial length
and manufacturer in the contract, so that, if the customer uses
measurements is 20 OC. The dimensional requirements for parts
his own gauges for acceptance purposes, they shall be close
and gauges are defined at that temperature and inspection shall
enough to the prescribed external limits not to reject splines
also normally be carried out at that same temperature.
already deemed acceptable by the manufacturer’s gauges. In
case of dispute, both the manufacturer and the customer shall
If measurements are taken at another temperature, the results
make their gauges available to each other for checking on their
shall be corrected using the expansion coefficients of parts and
own premises. In the event of a continuing dispute, the gauges
gauges respectively.
shall be referred to a calibration authority recognized by the
two parties.
Unless otherwise specified, all measurements shall be made
under zero measuring load.
17.2 Inspection methods
If measurements are made under a non-zero load, the results
shall be corrected accordingly. However, such correction is not
Three methods of inspection are provided in table 120, “Pos-
required for comparison measurements made with the same
itions of gauge tolerances”, for gauge inspection of splines :
comparison means and under the same measuring load, be-
tween similar components of the same material and with the
the “standard method”;
same surface condition.
the “alternative method A”;
the “alternative method B”.
17 Inspection with limit gauges
The selected method of inspection shall be described explicitly.
17.1 Introduction

The procedures for inspection of straight cylindrical involute These different methods of inspection on the NOT GO side lead

splines are defined below for cases where use is made of limit to the following conclusions for H/h fit :

---------------------- Page: 5 ----------------------
IS0 4156 : 198l/Amd.l : 1992 (E)
117 - Inspection methods
Table tooth thickness at the minimum material conditions of
~~ ~
the parts.
Theoretical
Maximum variation
maximum clearance
of form in each
Inspection
between mating
method” part (zero
parts (zero-form
clearance)
17.2.2.2 Method A
variation)
2 (T + A) T-l-3,
Standard
In “method A”, two types of NOT GO gauges are provided :
A 2T T+A
2T Undetermined
one covers NOT GO sector spline gauges which check
1) In the rest of this addendum, the terms “standard method”
(as for the “standard method”) the actual limits of space
“method A” and “method B” are used for simplicity’s sake.
width or tooth thickness at the minimum material conditions
of the parts;
For fits other than H/h, the theoretical maximum clearance wi
vary as a function of the fundamental deviations.
the other covers NOT GO composite spline gauges
which check the effective limits of space width or tooth
17.2.1 Inspection on the GO side
thickness to ensure the desired conditions of use (variation
allowances are in this case checked globally).
In the three above-mentioned methods, GO composite gauges
are used to check
that the effective limits of space width or tooth thick-
17.2.2.3 Method B
nesses are not exceeded on the GO side, to ensure the
desired fit;
In “method B”,
NOT GO composite gauges check (as for
“method A”) the effective limits of space width or tooth
the form diameter of the part, thus ensuring that the
thickness not to be exceeded on the NOT GO side (the actual
desired tolerances are respected for the full specified in-
limits of space width or tooth thickness at the minimum
volute depth.
material condition of parts are not checked in this case).
17.2.2 Inspection on the NOT GO side
17.2.2.4 Control using measuring pins or balls
17.2.2.1 Standard method

In the “standard method”, NOT GO sector spline gauges Control using measuring pins or balls is permissible instead of

with sector teeth check the actual limits of space width or NOT GO sector ring or plug gauges.

NOT GO sector plug
E v max
max gauge or measurement
GO composite
between pins
ring gauge
Auxiliary dimension S
v min
min
NOT GO composite
(measurement between
ring gauge
pins)
v max
Auxiliary dimension
NOT GO composite
(measurement over pins)
Plug gauge
v min
NOT GO sector ring
GO composite
gauge or measurement
plug gauge
‘~‘~‘~‘~~~~~‘~‘~~~‘~‘~‘. ::::::. .
over pins
::.
. . . .‘.~.~.‘.~.‘.~.‘.~.~.~.~_‘.‘.‘.~.’.~.~
. . . . .
. . . . . . . .~.~.‘.~.~.~.~.‘.~.~.‘.‘.~.~.~ .
t.*y-
5..
. :: ‘1
Pitch circle Pitch circle
.:.
. . . .
, . . ~:$.: .;,
_~.~.‘.~.‘.‘_
. .
a) Internal spline
b) External spline
Figu re 16 - Relationshi the dimensions of the
between parts and gauges used
---------------------- Page: 6 ----------------------
IS0 4156 : 198VAmd.l : 1992 (E)
17.4 Influence of the “active spline length” and of
17.2.3 GO and NOT GO inspection of diameter at
the “length of engagement” [see figure 17, a) and b)]
tooth top (Dii or D,,)
The definitions of length of engagement, g,, and of active
All these inspection methods require measuring the tooth top
are given in clause 2.
length, gw,
(internal minor diameter, Dii, or external major diameter, D,,)
using GO and NOT GO plain (plug or ring) gauges or other
Since check gauges are often shorter than the parts to be
acceptable measuring devices.
checked, the “active length” and “length of engagement” may
influence the maximum permissible alignment of splines
(parallelism error of the splines with respect to the axis).
17.3 Additional inspection
If the “length of engagement” is smaller than or equal to half
Checking splines using a GO composite spline (plug or ring)
the pitch diameter, and if the “active length” is equal to the
the
gauge does not identify, if a part is rejected by the gauge,
“length of engagement”, alignment variations of splines can
defective dimensional elements causing the rejection.
generally, unless otherwise specified, be included in the total
tolerances (T + 4 (defined in clause 6), and checked
If such cases are required to be reported, additional inspection
simultaneously by limit gauges according to the inspection
(specifically instructed) must be made by analytical inspection
methods specified in 17.2.1, 17.2.2 and 17.2.3.
(see clause 23) of separate dimensional measurement of actual
space width or tooth thickness using two balls or pins, total
In the case where the “length of engagement” is greater than
cumulative pitch variation, total profile variation, and lead
half the pitch diameter and the “active length” is greater than
variation.
or equal to the “length of engagement”, it might be necessary
to prescribe spline alignment tolerances independent of the
The choice between balls or pins for space width or tooth
total tolerance ( T + M; these tolerances may then have to be
thickness measurement shall be specified.
checked separately by “analytical inspection”.
If particular spline alignment tolerances are specified, account
Because of the difference in flank contact and of spline tooth
pins should be taken that they should generally be proportionally all
lead variations or surface condition, measuring balls and

will probably not provide the same measurement results for the smaller since the “active length” or the “length of engage-

ment” or both will be greater.
space width or tooth thickness.
b) Hole longer than shaft
a) Shaft longer than hole
Figure 17 - Active length and length of engagement
---------------------- Page: 7 ----------------------
IS0 4156 : 1981/Amd.l : 1992 (E)
17.5 Conditions for use of gauges 17.7.2 Inspection of gauge variation allowance
Gau ges may show total index variations, total profile variation,
17.5.1 GO side
and lead variation.
GO composite gauges (spline ring or plug) shall pass over the
specified spline length without forcing. The gauge weight or a
If these variations should be checked, this can be done by
specified load may be used.
“analytical inspection” (see clause 23) which allows inspection
of each variation separately. In principle, analytical inspection
in order to
A small movement may be imparted to the
only applies to plug gauges or “master” plug gauges. It can
mi nimize the effects of friction.
apply to ring gauges only in the case where no “master” plug
gauge is available for checking.
17.5.2 NOT GO side
It should be noted that this analytical inspection of ring gauges
is more severe than inspection by “master” plug gauge
NOT GO gauges are used in the same way as the gauges for
because of the fact that variation allowances are inspected
checking plain cylindrical parts; checking is made at least in
independently of dimensions, which may lead at the maximum
three angular positions as equally distributed as possible.
material condition limits to the rejection of ring gauges which
would otherwise have been accepted by a “master” plug
gauge.
17.6 Limiting dimensions of use for gauges
dimen-
Practical use for gauges is limited by gauge weight and
18 Manufacturing tolerances for spline
sions.
gauges
normally be
Parts with a pitch diameter D < 180 mm can
checked by limit gauges.
This addendum specifies a unique grade for spline gauges,
rance class 6.
based upon the spline tole
Parts with a pitch diameter D > 180 mm can be checked
by limit gauge only if agreed between the customer and the
Manufacturing tolerances for GO and NOT GO gauges and for
supplier. Wherever possible, the weight of the gauge shall not
wear limits on the GO side are given in tables 118 to 121.
exceed IO kg.
NOTES
1 Tables 118 to 121 concern especially actual limits of gauge space
17.7 Inspection of gauges
width or gauges tooth thickness.
2 Form errors of gauges are always independent of dimensional
17.7.1 Dimensional inspection
tolerances. Their individual values are indicated in table 124 and their
cumulated values (E, E,) in tables 118 to 121.
17.7.1.1 The actual dimensions of composite or sector spline
3 In the limiting cases where gauges are manufactured at the maxi-
plug gauges are normally checked by direct measurement and
mum material condition, form errors lead to a displacement of the

by balls or plain cylindrical pins. The choice between balls or limits of acceptance of the parts.

pins checking shall be specified explicitly and checking shall
involve all tooth spaces.
18.1 Positions of tolerance zone and wear limits
in rel ation to the I imits of the part to be ch ecked
It should be noted that due to their geometry, measuring balls
or pins do not integrate the defects of checked parts in an
equivalent manner, especially surface condition or lead vari-
The relative positions are shown in terms of diagrams in
ations.
table 120.
NOTE - A wear limit is required and provided only for GO gauges.
17.7.1.2 The dimensions of composite or sector splines ring
gauges are normally checked by “master” composite plug
gauges and by balls or plain cylindrical pins.
18.2 Values for gauge tolerances
“Master” plug gauges are tapered on one side of all teeth and
The definition of the range of the dimensional tolerance zone
are themselves normally checked by direct measurement and
for space width and tooth thickness of gauges is based on the
by balls in well-defined planes.
same principle as for the total tolerance (T + A) of the parts in
tolerance class 6 (see clause 6).
17.7.1.3 Plain (ring or plug) gauges are checked in the same
Gauge tolerances are based on the IS0 fundamental tolerances
conditions as those gauges used for plain cylindrical part in-
(IT) of grades 3 to 5, as given in table 118.
spection.
---------------------- Page: 8 ----------------------
IS0 4156 : 1981/Amd.l : 1992 (E)
Table 118 - Manufacturing tolerances for gauges - Unique grade
Unique tolerance Tolerances
for plug gauges
grade applicable to Tolerance qualities for ring gauges
parts of tolerance of part
*** ** ****
*** ** ****
H” E z Y
class
H.7
El 21 Yl
GO plug gauge
GO ring gauge
IT6” + IT9””
IT3 IT4
IT7” + ITIO”” IT3 -- IT4 -
IT5 2 IT5 2
IT8” + ITII””
NOT GO plug gauge
NOT GO ring gauge
- -
7 IT9” + IT12”” IT3 - - - IT4 -
Tolerance based on pitch diameter.
Tolerance based on theoretical space width or tooth thickness, see note 2 below.
***
For the calculation of E and El, see note 1 below.
**** Y = H/2 and Y, = HI/~; tolerance based on pitch diameter, see note 3 below.
NOTES

1 Values given for H and HI (dimensional tolerances of the gauges) are in accordance with those given in ISOIR 1938, /SO system of/;m;ts and fits

- Part 2 : Inspection of plain workpieces.

E and E, (cumulative form tolerances of the gauges) are calculated from the equation :

E or E, = 0,6 d(profile variation)* + (index variation)* + (lead variation)*

applied to table 124, taking account of the measuring length of gauges given in tables 122 and 123. The values of E and E, given in table 121 are

rounded values.

2 The values given for 2 and 2, (corresponding to the position of the GO gauge tolerance zone, in relation to the GO limit of the workpiece; see table

120) are the part of the gauge tolerance which is based on the theoretical space width or tooth thickness.

3 The values given for Y and Y, (corresponding to the displacement, outside the GO workpiece limit, of the wear limit of gauge; see table 120) have

been selected respectively equal to H/2 and HI /2.
18.3 Special provisions

18.3.1 If agreed between customer and manufacturer, gauges of grades other than the unique grade can be created, in accordance

with ISO/R 1938 and taking account of the tolerance class of the part to be checked, as shown in table 119.

Table 119 - Manufacturing tolerances for gauges - Grades other than the unique grade

Tolerances
for plug gauges for ring gauges
Tolerance grades
Tolerance qualities of
** ****
**** ***
applicable to parts of Y
El 21
the part H;* Yl
tolerance class
***** ***** *****
I I
IT2 IT3
IT6” + IT9”” IT2 IT3 IT4
2 2
IT3 IT3
I IT3 IT4
5 l-n” + ITIO”” IT3
IT3 IT4
IT4 IT5
6 IT8” + ITII”” IT3
IT3 IT4
I IT4 IT5
7 IT9” + IT12”” IT3 IT5
Tolerance based on pitch diameter.

Tolerance based on theoretical space width or tooth thickness, see note 2 in 18.2.

***
For the calculation of E and E,, see note 1 in 18.2.
****
Y = H/2 and YJ = HI/~; tolerance based on pitch diameter, see note 3 in 18.2.
***** For GO gauges only.

18.3.2 Spline gauges with a pitch diameter D > 180 mm shall be created according to the same rules as stated above.

However, for the part of the gauge tolerance based on the pitch diameter, a shift of the NOT GO gauge tolerance zone and of the wear

limit of the GO gauge with respect to the checked limits of pieces shall be taken into account.

The shift, for which values a for plug gauges and a, for ring gauges are given in ISO/R 1938, is intended to compensate measuring

uncertainties of gauges.
---------------------- Page: 9 ----------------------
IS0 4156 : 1981/Amd.l : 1992 (E)
Gauge
Piece
Normal method Method A Method B Master plug size
Effective
max
--I
(actual space widt h)
NOT GO NOT GO
sector plug sector plug
ww cwge
See 17.2.2.4
min
Lv max -
NOT GO
composite composite
plug gauge plug gauge
GO composite
GO composite GO composite
Ev min
(effective space width)

SLOVENSKI STANDARD
SIST ISO 4156:2000/AMD1:2000
01-januar-2000
5DYQLXWRUL]HYROYHQWQLPLERNLQDYDOMLK0HWUVNLPRGXOERþQRSULOHJDQMH
6SORãQRPHUHLQNRQWUROD'RSROQLOR3RJODYMH.RQWUROD

Straight cylindrical involute splines - Metric module, side fit - Generalities, dimensions

and inspection - Amendment 1 - Section 3: Inspection
Section trois: Vérification
Ta slovenski standard je istoveten z: ISO 4156:1981/Amd 1:1992
ICS:
21.120.30 Mozniki, utori za moznike, Keys and keyways, splines
razcepke
SIST ISO 4156:2000/AMD1:2000 en

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------
SIST ISO 4156:2000/AMD1:2000
---------------------- Page: 2 ----------------------
SIST ISO 4156:2000/AMD1:2000
INTERNATIONAL IS0
STANDARD
First edition
1981-05-01
AMENDMENT 1
1992- 1 l-01
Straight cylindrical involute splines - Metric
Generalities, dimensions and
module, side fit -
inspection
AMENDMENT 1 : Section three : Inspection
Cannelures cylindriques droites j flancs en dkveloppante - Module metrique, ;i
Gh&alit6s, dimensions et vhrifica tion
centrage sur flancs -
AMENDEMENT 7: Section trois : Wrification
____---_- -- _
Reference number
-__ IS0 4156 : 198VAmd.l : 1992 (E)
-_ ~-.--
---------------------- Page: 3 ----------------------
SIST ISO 4156:2000/AMD1:2000
llAmd.1 : 1992 (E)
Contents
Page
...................................
. . 1
warning . . . . . . . . . . . . . . . . . . . . . . .
................................... . . 1
15 Scope.. . . . . . . . . . . m . . . . . . . . .
.....................................
16 Reference temperature. . . . . . . .
.....................................
. . 1
‘I7 Inspection with limit gauges . . .
............................. 4
18 Manufacturing tolerances for spline gauges
...................................
19 Length of measuring part of gauges.
...............................................
20 Grips of spiine gauges
..........................
21 Values of variation allowances of spline gauges
.........................
22 Dimensions, designation and marking of gauges
................................................
23 Analytical inspection.
.......................... 30
24 Conversion of circle divisions into angle values.

%5 Inspection dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

@ IS0 1992

All rights reserved. No part of this publication may be reproduced or utilized in any form or by any

means, electronic or mechanical, including photocopying and microfilm, without permission in

writing from the publisher.
International Organization for Standardization
Case postale 56 o CH-1211 Geneve 20 @ Switzerland
Printed in Switzerland
---------------------- Page: 4 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 1981iAmd.l : 1992 (E)
Foreword

IS0 (the International Organization for Standardization) is a worldwide federation of

national standards bodies (IS0 member bodies). The work of preparing International

Standards is normally carried out through IS0 technical committees. Each member

body interested in a subject for which a technical committee has been established has

the right to be represented on that committee. International organizations, govern-

mental and non-governmental, in liaison with ISO, also take part in the work. IS0

collaborates closely with the International Electrotechnical Commission (IEC) on all

matters of electrotechnicai standardization.

Draft international Standards adopted by the technical committees are circulated to

the member bodies for voting. Publication as an International Standard requires
approval by at least 75 % of the member bodies casting a vote.
Amendment 1 to International Standard IS0 4156 : 1981 was prepared by Technical
Committee lSO/TC 14, Shafts for machinery and accessories, Sub-Committee 2,
Couplings.
. . .
III
---------------------- Page: 5 ----------------------
SIST ISO 4156:2000/AMD1:2000
This page intentionally left blank
---------------------- Page: 6 ----------------------
SIST ISO 4156:2000/AMD1:2000
INTERNATIONAL STANDARD IS0 4156 : 198VAmd.l : 1992 (E)
Straight cylindrical involute splines - Metric module,
side fit - Generalities, dimensions and inspection
AMENDMENT 1 : Section three : Inspection
Warning

Some of the symbols used in this addendum could seem to have two meanings. For instance 2 means either the number of teeth (as

is customary in the IS0 Standards for spline or gears) or the distance between the centre of the tolerance zone of new GO gauges for

shafts and the GO workpiece limit (see ISO/R 1938).

The authors have not thought it necessary to distinguish them, since the context will always preclude any ambiguity.

Section three : Inspection
15 Scope gauges. However, it is not mandatory to use such gauges and
direct measurement is acceptable provided that this method

This addendum provides guidance and data necessary for the has been agreed by the parties concerned under conditions to

inspection of straight (non-helical) cylindrical involute splines. be defined so as to meet the requirements of this addendum.

By convention, a part is deemed acceptable when its splines are
found satisfactory using gauges meeting the requirements of
16 Reference temperature
this addendum, which is the authority for gauging. Conse-
quently, the choice of gauge shall be agreed between customer
The standard reference temperature for industrial length
and manufacturer in the contract, so that, if the customer uses
measurements is 20 OC. The dimensional requirements for parts
his own gauges for acceptance purposes, they shall be close
and gauges are defined at that temperature and inspection shall
enough to the prescribed external limits not to reject splines
also normally be carried out at that same temperature.
already deemed acceptable by the manufacturer’s gauges. In
case of dispute, both the manufacturer and the customer shall
If measurements are taken at another temperature, the results
make their gauges available to each other for checking on their
shall be corrected using the expansion coefficients of parts and
own premises. In the event of a continuing dispute, the gauges
gauges respectively.
shall be referred to a calibration authority recognized by the
two parties.
Unless otherwise specified, all measurements shall be made
under zero measuring load.
17.2 Inspection methods
If measurements are made under a non-zero load, the results
shall be corrected accordingly. However, such correction is not
Three methods of inspection are provided in table 120, “Pos-
required for comparison measurements made with the same
itions of gauge tolerances”, for gauge inspection of splines :
comparison means and under the same measuring load, be-
tween similar components of the same material and with the
the “standard method”;
same surface condition.
the “alternative method A”;
the “alternative method B”.
17 Inspection with limit gauges
The selected method of inspection shall be described explicitly.
17.1 Introduction

The procedures for inspection of straight cylindrical involute These different methods of inspection on the NOT GO side lead

splines are defined below for cases where use is made of limit to the following conclusions for H/h fit :

---------------------- Page: 7 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 198l/Amd.l : 1992 (E)
117 - Inspection methods
Table tooth thickness at the minimum material conditions of
~~ ~
the parts.
Theoretical
Maximum variation
maximum clearance
of form in each
Inspection
between mating
method” part (zero
parts (zero-form
clearance)
17.2.2.2 Method A
variation)
2 (T + A) T-l-3,
Standard
In “method A”, two types of NOT GO gauges are provided :
A 2T T+A
2T Undetermined
one covers NOT GO sector spline gauges which check
1) In the rest of this addendum, the terms “standard method”
(as for the “standard method”) the actual limits of space
“method A” and “method B” are used for simplicity’s sake.
width or tooth thickness at the minimum material conditions
of the parts;
For fits other than H/h, the theoretical maximum clearance wi
vary as a function of the fundamental deviations.
the other covers NOT GO composite spline gauges
which check the effective limits of space width or tooth
17.2.1 Inspection on the GO side
thickness to ensure the desired conditions of use (variation
allowances are in this case checked globally).
In the three above-mentioned methods, GO composite gauges
are used to check
that the effective limits of space width or tooth thick-
17.2.2.3 Method B
nesses are not exceeded on the GO side, to ensure the
desired fit;
In “method B”,
NOT GO composite gauges check (as for
“method A”) the effective limits of space width or tooth
the form diameter of the part, thus ensuring that the
thickness not to be exceeded on the NOT GO side (the actual
desired tolerances are respected for the full specified in-
limits of space width or tooth thickness at the minimum
volute depth.
material condition of parts are not checked in this case).
17.2.2 Inspection on the NOT GO side
17.2.2.4 Control using measuring pins or balls
17.2.2.1 Standard method

In the “standard method”, NOT GO sector spline gauges Control using measuring pins or balls is permissible instead of

with sector teeth check the actual limits of space width or NOT GO sector ring or plug gauges.

NOT GO sector plug
E v max
max gauge or measurement
GO composite
between pins
ring gauge
Auxiliary dimension S
v min
min
NOT GO composite
(measurement between
ring gauge
pins)
v max
Auxiliary dimension
NOT GO composite
(measurement over pins)
Plug gauge
v min
NOT GO sector ring
GO composite
gauge or measurement
plug gauge
‘~‘~‘~‘~~~~~‘~‘~~~‘~‘~‘. ::::::. .
over pins
::.
. . . .‘.~.~.‘.~.‘.~.‘.~.~.~.~_‘.‘.‘.~.’.~.~
. . . . .
. . . . . . . .~.~.‘.~.~.~.~.‘.~.~.‘.‘.~.~.~ .
t.*y-
5..
. :: ‘1
Pitch circle Pitch circle
.:.
. . . .
, . . ~:$.: .;,
_~.~.‘.~.‘.‘_
. .
a) Internal spline
b) External spline
Figu re 16 - Relationshi the dimensions of the
between parts and gauges used
---------------------- Page: 8 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 198VAmd.l : 1992 (E)
17.4 Influence of the “active spline length” and of
17.2.3 GO and NOT GO inspection of diameter at
the “length of engagement” [see figure 17, a) and b)]
tooth top (Dii or D,,)
The definitions of length of engagement, g,, and of active
All these inspection methods require measuring the tooth top
are given in clause 2.
length, gw,
(internal minor diameter, Dii, or external major diameter, D,,)
using GO and NOT GO plain (plug or ring) gauges or other
Since check gauges are often shorter than the parts to be
acceptable measuring devices.
checked, the “active length” and “length of engagement” may
influence the maximum permissible alignment of splines
(parallelism error of the splines with respect to the axis).
17.3 Additional inspection
If the “length of engagement” is smaller than or equal to half
Checking splines using a GO composite spline (plug or ring)
the pitch diameter, and if the “active length” is equal to the
the
gauge does not identify, if a part is rejected by the gauge,
“length of engagement”, alignment variations of splines can
defective dimensional elements causing the rejection.
generally, unless otherwise specified, be included in the total
tolerances (T + 4 (defined in clause 6), and checked
If such cases are required to be reported, additional inspection
simultaneously by limit gauges according to the inspection
(specifically instructed) must be made by analytical inspection
methods specified in 17.2.1, 17.2.2 and 17.2.3.
(see clause 23) of separate dimensional measurement of actual
space width or tooth thickness using two balls or pins, total
In the case where the “length of engagement” is greater than
cumulative pitch variation, total profile variation, and lead
half the pitch diameter and the “active length” is greater than
variation.
or equal to the “length of engagement”, it might be necessary
to prescribe spline alignment tolerances independent of the
The choice between balls or pins for space width or tooth
total tolerance ( T + M; these tolerances may then have to be
thickness measurement shall be specified.
checked separately by “analytical inspection”.
If particular spline alignment tolerances are specified, account
Because of the difference in flank contact and of spline tooth
pins should be taken that they should generally be proportionally all
lead variations or surface condition, measuring balls and

will probably not provide the same measurement results for the smaller since the “active length” or the “length of engage-

ment” or both will be greater.
space width or tooth thickness.
b) Hole longer than shaft
a) Shaft longer than hole
Figure 17 - Active length and length of engagement
---------------------- Page: 9 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 1981/Amd.l : 1992 (E)
17.5 Conditions for use of gauges 17.7.2 Inspection of gauge variation allowance
Gau ges may show total index variations, total profile variation,
17.5.1 GO side
and lead variation.
GO composite gauges (spline ring or plug) shall pass over the
specified spline length without forcing. The gauge weight or a
If these variations should be checked, this can be done by
specified load may be used.
“analytical inspection” (see clause 23) which allows inspection
of each variation separately. In principle, analytical inspection
in order to
A small movement may be imparted to the
only applies to plug gauges or “master” plug gauges. It can
mi nimize the effects of friction.
apply to ring gauges only in the case where no “master” plug
gauge is available for checking.
17.5.2 NOT GO side
It should be noted that this analytical inspection of ring gauges
is more severe than inspection by “master” plug gauge
NOT GO gauges are used in the same way as the gauges for
because of the fact that variation allowances are inspected
checking plain cylindrical parts; checking is made at least in
independently of dimensions, which may lead at the maximum
three angular positions as equally distributed as possible.
material condition limits to the rejection of ring gauges which
would otherwise have been accepted by a “master” plug
gauge.
17.6 Limiting dimensions of use for gauges
dimen-
Practical use for gauges is limited by gauge weight and
18 Manufacturing tolerances for spline
sions.
gauges
normally be
Parts with a pitch diameter D < 180 mm can
checked by limit gauges.
This addendum specifies a unique grade for spline gauges,
rance class 6.
based upon the spline tole
Parts with a pitch diameter D > 180 mm can be checked
by limit gauge only if agreed between the customer and the
Manufacturing tolerances for GO and NOT GO gauges and for
supplier. Wherever possible, the weight of the gauge shall not
wear limits on the GO side are given in tables 118 to 121.
exceed IO kg.
NOTES
1 Tables 118 to 121 concern especially actual limits of gauge space
17.7 Inspection of gauges
width or gauges tooth thickness.
2 Form errors of gauges are always independent of dimensional
17.7.1 Dimensional inspection
tolerances. Their individual values are indicated in table 124 and their
cumulated values (E, E,) in tables 118 to 121.
17.7.1.1 The actual dimensions of composite or sector spline
3 In the limiting cases where gauges are manufactured at the maxi-
plug gauges are normally checked by direct measurement and
mum material condition, form errors lead to a displacement of the

by balls or plain cylindrical pins. The choice between balls or limits of acceptance of the parts.

pins checking shall be specified explicitly and checking shall
involve all tooth spaces.
18.1 Positions of tolerance zone and wear limits
in rel ation to the I imits of the part to be ch ecked
It should be noted that due to their geometry, measuring balls
or pins do not integrate the defects of checked parts in an
equivalent manner, especially surface condition or lead vari-
The relative positions are shown in terms of diagrams in
ations.
table 120.
NOTE - A wear limit is required and provided only for GO gauges.
17.7.1.2 The dimensions of composite or sector splines ring
gauges are normally checked by “master” composite plug
gauges and by balls or plain cylindrical pins.
18.2 Values for gauge tolerances
“Master” plug gauges are tapered on one side of all teeth and
The definition of the range of the dimensional tolerance zone
are themselves normally checked by direct measurement and
for space width and tooth thickness of gauges is based on the
by balls in well-defined planes.
same principle as for the total tolerance (T + A) of the parts in
tolerance class 6 (see clause 6).
17.7.1.3 Plain (ring or plug) gauges are checked in the same
Gauge tolerances are based on the IS0 fundamental tolerances
conditions as those gauges used for plain cylindrical part in-
(IT) of grades 3 to 5, as given in table 118.
spection.
---------------------- Page: 10 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 1981/Amd.l : 1992 (E)
Table 118 - Manufacturing tolerances for gauges - Unique grade
Unique tolerance Tolerances
for plug gauges
grade applicable to Tolerance qualities for ring gauges
parts of tolerance of part
*** ** ****
*** ** ****
H” E z Y
class
H.7
El 21 Yl
GO plug gauge
GO ring gauge
IT6” + IT9””
IT3 IT4
IT7” + ITIO”” IT3 -- IT4 -
IT5 2 IT5 2
IT8” + ITII””
NOT GO plug gauge
NOT GO ring gauge
- -
7 IT9” + IT12”” IT3 - - - IT4 -
Tolerance based on pitch diameter.
Tolerance based on theoretical space width or tooth thickness, see note 2 below.
***
For the calculation of E and El, see note 1 below.
**** Y = H/2 and Y, = HI/~; tolerance based on pitch diameter, see note 3 below.
NOTES

1 Values given for H and HI (dimensional tolerances of the gauges) are in accordance with those given in ISOIR 1938, /SO system of/;m;ts and fits

- Part 2 : Inspection of plain workpieces.

E and E, (cumulative form tolerances of the gauges) are calculated from the equation :

E or E, = 0,6 d(profile variation)* + (index variation)* + (lead variation)*

applied to table 124, taking account of the measuring length of gauges given in tables 122 and 123. The values of E and E, given in table 121 are

rounded values.

2 The values given for 2 and 2, (corresponding to the position of the GO gauge tolerance zone, in relation to the GO limit of the workpiece; see table

120) are the part of the gauge tolerance which is based on the theoretical space width or tooth thickness.

3 The values given for Y and Y, (corresponding to the displacement, outside the GO workpiece limit, of the wear limit of gauge; see table 120) have

been selected respectively equal to H/2 and HI /2.
18.3 Special provisions

18.3.1 If agreed between customer and manufacturer, gauges of grades other than the unique grade can be created, in accordance

with ISO/R 1938 and taking account of the tolerance class of the part to be checked, as shown in table 119.

Table 119 - Manufacturing tolerances for gauges - Grades other than the unique grade

Tolerances
for plug gauges for ring gauges
Tolerance grades
Tolerance qualities of
** ****
**** ***
applicable to parts of Y
El 21
the part H;* Yl
tolerance class
***** ***** *****
I I
IT2 IT3
IT6” + IT9”” IT2 IT3 IT4
2 2
IT3 IT3
I IT3 IT4
5 l-n” + ITIO”” IT3
IT3 IT4
IT4 IT5
6 IT8” + ITII”” IT3
IT3 IT4
I IT4 IT5
7 IT9” + IT12”” IT3 IT5
Tolerance based on pitch diameter.

Tolerance based on theoretical space width or tooth thickness, see note 2 in 18.2.

***
For the calculation of E and E,, see note 1 in 18.2.
****
Y = H/2 and YJ = HI/~; tolerance based on pitch diameter, see note 3 in 18.2.
***** For GO gauges only.

18.3.2 Spline gauges with a pitch diameter D > 180 mm shall be created according to the same rules as stated above.

However, for the part of the gauge tolerance based on the pitch diameter, a shift of the NOT GO gauge tolerance zone and of the wear

limit of the GO gauge with respect to the checked limits of pieces shall be taken into account.

The shift, for which values a for plug gauges and a, for ring gauges are given in ISO/R 1938, is intended to compensate measuring

uncertainties of gauges.
---------------------- Page: 11 ----------------------
SIST ISO 4156:2000/AMD1:2000
IS0 4156 : 1981/Amd.l : 1992 (E)
Gauge
Piece
Normal method Method A Method B Master plug size
Effective
max
--I
(actual space widt h)
NOT GO NOT GO
sector plug sector plug
ww cwge
See 17.2.2.4
min
Lv max -
NOT GO
composite composite
plug gauge plug gauge
GO composite
GO composite GO composite
Ev min
(effective space width)

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