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© BSI 2009
ICS 17.040.10
Publication history
BS 4500-4 first published November 1985
BS 4500-5 first published November 1988
First published as BS 4500 September 2009
Contents
Foreword iii
Section 1: General 1
1 Scope 1
2 Normative references 1
3 Terms and definitions 1
Section 2: System of cone fits 15
4 Formation of cone fits 15
5 Calculation of axial displacements for the hole basis system of
cone fits 18
Section 3: System of cone tolerances 27
6 Basis of the system 27
7 Cone diameter tolerance (TD) 28
8 Cone angle tolerance (AT ) 28
9 Cone form tolerances (TF) 29
10 Cone section diameter tolerance (TDS) 29
11 Table of cone angle tolerances – structure of the table 29
Annexes
Annex A (informative) Effect on the cone fit of departures of
the internal and external cones from the basic cone 33
Annex B (informative) Maximum cone angle deviations resulting from
the cone diameter tolerances (TD) for 100 mm cone length 39
Bibliography 41
List of figures
Figure 1 – Actual cone 7
Figure 2 – Basic cone 8
Figure 3 – Cone 8
Figure 4 – Conical workpiece – external cone 8
Figure 5 – Conical workpiece – internal cone 9
Figure 6 – General definitions 9
Figure 7 – Limit cones, cone diameter, tolerance zone and straightness
of the generator tolerance zone 10
Figure 8 – Angles on cones 10
Figure 9 – Limit cone angles 11
Figure 10 – Maximum and minimum interference of a cone
interference fit made by a defined axial displacement of the cones with
respect to each other from the actual starting position Pa (pressing in
and on respectively by displacement Eamin and Eamax respectively) 11
Figure 11 – Limit starting positions 12
Figure 12 – Admissible limit cone angles resulting from the cone
diameter tolerance 12
Figure 13 – Cone diameter tolerance zone and roundness
tolerance zone 13
Figure 14 – Cone section diameter tolerance (TDS) and cone
angle tolerance (AT ) 13
Figure 15 – Actual cone angles 14
Figure 16 – Position of the cone angle within the cone diameter
tolerance zone 14
Figure 17 – Cone clearance fit made by constructional formation (final
position Pf fixed by contact at a collar) 16
Figure 18 – Cone interference fit made by pressing in to a defined
dimension (final position Pf fixed by distance a) 16
© BSI 2009 • i
BS 4500:2009 BRITISH STANDARD
Summary of pages
This document comprises a front cover, an inside front cover,
pages i to iv, pages 1 to 42, an inside back cover and a back cover.
Foreword
Publishing information
This British Standard is published by BSI and came into effect on
30 September 2009. It was prepared by Technical Committee TDW/4,
Technical product realization. A list of organizations represented on
this committee can be obtained on request to its secretary.
Supersession
This British Standard supersedes BS 4500-4:1985 and BS 4500-5:1988,
which are withdrawn.
Section 1: General
1 Scope
This British Standard gives guidance on a system of cone fits and
tolerances for cones from C = 1:3 to 1:500 and lengths from 6 mm
to 630 mm.
The appropriate tolerances of this British Standard can also be used
for prismatic workpieces, for example wedges.
This British Standard applies to cones which are dimensioned and
toleranced according to BS ISO 3040, Method 1, Basic Taper method.
This means that the tolerances limit the variation of penetration of
mating surfaces, each surface being within two limiting profiles of the
same taper corresponding to the maximum material condition (MMC)
and the least material condition (LMC).
This British Standard is derived from BS EN 20286, and is a complement
to BS EN ISO 1119.
NOTE For dimensioning and tolerancing cones on drawings, see
BS ISO 3040.
2 Normative references
The following referenced documents are indispensable for the
application of this document. For dated references, only the edition
cited applies. For undated references, the latest edition of the
referenced document (including any amendments) applies.
BS EN 20286-1, ISO system of limits and fits – Part 1: Bases of
tolerances, deviations and fits
3.1.3 cone
conical surface or conical workpiece, defined by its geometrical
dimensions
NOTE See Figure 3. In the absence of any indication concerning the
geometrical form, “cone” is understood to mean a straight circular cone
or truncated cone.
© BSI 2009 • 1
BS 4500:2009 BRITISH STANDARD
3.1.7 generator
line of intersection of the conical surface with a section in the axial
plane
NOTE See Figure 3 and Figure 6.
2 • © BSI 2009
BRITISH STANDARD BS 4500:2009
© BSI 2009 • 3
BS 4500:2009 BRITISH STANDARD
4 • © BSI 2009
BRITISH STANDARD BS 4500:2009
© BSI 2009 • 5
BS 4500:2009 BRITISH STANDARD
6 • © BSI 2009
BRITISH STANDARD BS 4500:2009
3.9.4 tolerance zone for the roundness of the section (in a graphic
representation)
zone lying in a section normal to the cone axis and formed by
concentric circles
NOTE See Figure 13. As this zone is narrower than that referred to
in 3.9.1, it only applies if the tolerance for the roundness of the section is
reduced with respect to the cone diameter tolerance zone. The contour
is situated anywhere with a tolerance zone given by the tolerance for the
roundness of the section.
A
da
da
A
A-A
© BSI 2009 • 7
BS 4500:2009 BRITISH STANDARD
dx
d
D
X
Figure 3 Cone
2
Key
1 Generator
2 Conical surface and conical workpiece
8 • © BSI 2009
BRITISH STANDARD BS 4500:2009
1
2 3 4
2
De
Di
6 6 6
7 Le
Li
9
8
Key
1 Conical surface and generator 6 Limit edges
2 Face 7 Internal cone
3 External cone 8 Cone length Li
4 Cone axis 9 Cone length Le
5 Basic point
© BSI 2009 • 9
BS 4500:2009 BRITISH STANDARD
Figure 7 Limit cones, cone diameter, tolerance zone and straightness of the generator tolerance zone
1 2 3
TD
2
4
Dmax
d max
d min
D min
α
α
5
L
Key
1 Tolerance on the straightness
2 Form tolerance zone of the generator
3 Actual cone
4 Limit cones
5 Cone diameter tolerance zone
2
α
2
1 D
d
3
L
Key
1 Basic angle
2 Generating angle
3 Basic cone
αmax
αmin
ATα
2
Figure 10 Maximum and minimum interference of a cone interference fit made by a defined axial
displacement of the cones with respect to each other from the actual starting position Pa
(pressing in and on respectively by displacement Eamin and Eamax respectively)
Umax Umin
2 2
III II I
III II I
Pa
TE
E amin
Eamax
Umax Umin
2 2
© BSI 2009 • 11
BS 4500:2009 BRITISH STANDARD
P2
3
P1
ZAmin Tp
ZAmax
Key
1 Limit starting position P1 (smallest internal cone on largest external cone)
2 Limit starting position P2 (largest internal cone on smallest external cone)
3 Datum planes
Figure 12 Admissible limit cone angles resulting from the cone diameter tolerance
TD
2
α
−∆
2
αmax
αmin
D min
Dmax
∆α
2
+
Figure 13 Cone diameter tolerance zone and roundness tolerance zone
TD
2
2
3
4
Key
1 Cone diameter tolerance zone
2 Tolerance on the roundness
3 Actual cone
4 Form tolerance zone of the section
Figure 14 Cone section diameter tolerance (TDS) and cone angle tolerance (AT)
AT a) The actual cone diameter in the defined section has the
2 maximum permissible size of the cone diameter.
TDS
2
Dmax
AT
2
AT c) The actual cone diameter in the defined section has the
TDS
2
2
Key
1 Defined section
© BSI 2009 • 13
BS 4500:2009 BRITISH STANDARD
1
2
1
2
α1
2
1 2
2
1
NOTE The parallel straight lines shown in this figure lie in plane 1.
Figure 16 Position of the cone angle within the cone diameter tolerance zone
AT
AT
AT
2
2
α + AT α - AT α ± AT
2
a) b) c)
4.1 General
A special feature of cone fits is that clearances and interferences are
made by defining the axial position of the assembled internal and
external cones with respect to each other. The conical workpieces to
be assembled are manufactured separately according to the tolerance
zones indicated for their common basic cone diameter. Because of the
methods of manufacture, a hole basis system of fits is recommended.
The axial position of the conical workpieces with respect to each other
for obtaining the required clearance or interference of the cone fit in
the final position of the assembled conical workpieces can be made by
different methods. These are:
a) by constructional formation (see 4.2);
b) by dimensional location (see 4.3);
c) by an actual axial displacement (see 4.4);
d) by an actual axial displacement with a defined assembly force
(see 4.5).
NOTE Information on the effect on the cone fit of departures of the
internal and external cones from the basic cone is given in Annex A.
© BSI 2009 • 15
BS 4500:2009 BRITISH STANDARD
Figure 17 Cone clearance fit made by constructional formation (final position Pf fixed by contact at a collar)
Smin
2
TDi
2
TDi
TDe
Smax
Smin
Smax
TDe
2
2
2 3
Key
1 Internal cone
2 External cone
3 Collar
Key
1 Datum planes
Pa Pf
Ea
Key
1 Final position
2 Actual starting position
© BSI 2009 • 17
BS 4500:2009 BRITISH STANDARD
2
1
Pa Pf
Key
1 Force Fs
2 Final position
3 Actual starting position
es
2
1
TDe
2
3
D
EN emin EN eT
EN emax
5 TDe
2
3
D
ENeT = ENemax
© BSI 2009 • 19
BS 4500:2009 BRITISH STANDARD
TDe
ei
2
2
2
D
1
EN emin ENeT
EN emax
TDi
2
6
D
ENiT = ENimax
Fundamental deviations:
es = upper deviation
ei = lower deviation
Key
1 Basic cone 4 Largest internal cone
2 Largest external cone 5 Basic cone and largest external cone
3 Smallest external cone 6 Basic cone and smallest internal cone
© BSI 2009 • 21
BS 4500:2009 BRITISH STANDARD
The values given in Table 1 and Table 2 for ENT and ENemin respectively
are derived for cones with a rate of taper C = 1:10 from the values of
IT grades and fundamental deviations given in BS EN 20286.
For cones with rates of taper other than C = 1:10, the appropriate
axial displacement for the required tolerance class is calculated from
Table 1 and Table 2 and then multiplied by the conversion factor for
the required rate of taper given in Table 3.
Table 1 gives the axial displacement (ENT) of the internal and external
cones with regard to the basic cone resulting from tolerance grades
IT0 to IT16 given in BS EN 20286. The values apply for cone rates of
taper C = 1:10; they are given in micrometres for tolerance grades up
to IT5 and millimetres for tolerance grades IT6 to IT16 inclusive.
Table 2 gives the axial displacement (ENemin) of the external cone with
regard to the basic cone resulting from the fundamental deviations a
to zc given in BS EN 20286 for the basic cone diameter of an external
cone with a rate of taper C = 1:10.
Table 3 gives the conversion factors to be applied to the values given
in Table 1 and Table 2 for the axial displacement of all rates of taper
(other than C = 1:10) given in BS EN ISO 1119.
Cone diameter range Values for ENT in micrometres for Values for ENT in millimetres for
mm
From To IT01 IT0 IT1 IT2 IT3 IT4 IT5 IT6 IT7 IT8 IT9 IT10 IT11 IT12 IT13 IT14 IT15 IT16
3 3 5 8 12 20 30 40 0.06 0.10 0.14 0.25 0.40 0.60 1 1.4 2.5 4 6
3 6 4 6 10 15 25 40 50 0.08 0.12 0.18 0.30 0.48 0.75 1.2 1.8 3 4.8 7.5
BRITISH STANDARD
6 10 4 6 10 15 25 40 60 0.09 0.15 0.22 0.36 0.58 0.90 1.5 2.2 3.6 5.8 9
10 18 5 8 12 20 30 50 80 0.11 0.18 0.27 0.43 0.70 1.1 1.8 2.7 4.3 7 11
18 30 6 10 15 25 40 60 90 0.13 0.21 0.33 0.52 0.84 1.3 2.1 3.3 5.2 8.4 13
30 50 6 10 15 25 40 70 110 0.16 0.25 0.39 0.62 1 1.6 2.5 3.9 6.2 10 16
50 80 8 12 20 30 50 80 130 0.19 0.30 0.46 0.74 1.2 1.9 3 4.6 7.4 12 19
80 120 10 15 25 40 60 100 150 0.22 0.35 0.54 0.87 1.4 2.2 3.5 5.4 8.7 14 22
120 180 12 20 35 50 80 120 180 0.25 0.40 0.63 1 1.6 2.5 4 6.3 10 16 25
180 250 20 30 45 70 100 140 200 0.29 0.46 0.72 1.15 1.85 2.9 4.6 7.2 11.5 18.5 29
250 315 25 40 60 80 120 160 230 0.32 0.52 0.81 1.3 2.1 3.2 5.2 8.1 13 21 32
315 400 30 50 70 90 130 180 250 0.36 0.57 0.89 1.4 2.3 3.6 5.7 8.9 14 23 36
400 500 40 60 80 100 150 200 270 0.40 0.63 0.97 1.55 2.5 4 6.3 9.7 15.5 25 40
NOTE For cones other than C = 1:10, the above values for the respective IT grades should be multiplied by the appropriate conversion factor given in Table 3.
© BSI 2009 •
BS 4500:2009
23
Table 2 Axial displacement ENemin of the external cone with regard to the basic cone resulting from the fundamental deviations a to zc according to
BS EN 20286 for the basic cone diameter of the external cone for rate of taper C = 1:10
Deviation a b c cd d e ef f fg g h js j
Range of cone Tolerance grade
diameters
BS 4500:2009
Deviation k m n p r s t u v x y z za zb zc
Range of cone Tolerance grade
diameters
Over To IT01 to IT4 to All IT grades
IT3 IT7
3 0 0 −0.02 −0.04 −0.06 −0.1 −0.14 — −0.18 — −0.2 — −0.26 −0.32 −0.4 −0.6
BRITISH STANDARD
3 6 0 −0.01 −0.04 −0.08 −0.12 −0.15 −0.19 — −0.23 — −0.28 — −0.35 −0.42 −0.5 −0.8
6 10 0 −0.01 −0.06 −0.1 −0.15 −0.19 −0.23 — −0.28 — −0.34 — −0.42 −0.52 −0.67 −0.97
10 14 −033 — −0.4 — −0.5 −0.64 −0.9 −1.3
0 −0.01 −0.07 −0.12 −0.18 −0.23 −0.28 —
14 18 −0.33 −0.39 −0.45 — −0.6 −0.77 −1.08 −1.5
18 24 — −0.41 −0.47 −0.54 −0.63 −0.73 −0.98 −1.36 −1.88
0 −0.02 −0.08 −0.15 −0.22 −0.28 −0.35
24 30 −0.41 −0.48 −0.55 −0.64 −0.75 −0.88 −1.18 −1.6 −2.18
30 40 −0.48 −0.6 −0.68 −0.8 −0.94 −1.12 −1.48 −2 −2.74
0 −0.02 −0.9 −0.17 −0.26 −0.34 −0.43
40 50 −0.54 −0.7 −0.81 −0.97 −1.14 −1.36 −1.80 −2.42 −3.25
50 65 −0.41 −0.53 −0.66 −0.87 −1.02 −1.22 −1.44 −1.72 −2.25 −3 −4.05
0 −0.02 −0.11 −0.2 −0.32
65 80 −0.43 −0.59 −0.75 −1.02 −1.2 −1.46 −1.74 −2.1 −2.74 −3.6 −4.8
80 100 −0.51 −0.71 −0.91 −1.24 −1.46 −1.78 −2.14 −2.58 −3.35 −4.45 −5.85
0 −0.03 −0.13 −0.23 −0.37
100 120 −0.54 −0.79 −1.04 −1.44 −1.72 −2.10 −2.54 −3.1 −4 −5.25 −6.9
120 140 −0.63 −0.92 −1.22 −1.7 −2.02 −2.48 −3 −3.65 −4.7 −6.2 −8
140 160 0 −0.03 −0.15 −0.27 −0.43 −0.65 −1 −1.34 −1.9 −2.28 −2.8 −3.4 −4.15 −5.35 −7 −9
160 180 −0.68 −1.08 −1.46 −2.1 −2.52 −3.1 −3.8 −4.65 −6 −7.8 −10
180 200 −0.77 −1.22 −1.66 −2.36 −2.84 −3.5 −4.25 −5.2 −6.7 −8.8 −11.5
200 225 0 −0.04 −0.17 −0.31 −0.5 −0.80 −1.3 −1.8 −2.58 −3.1 −3.85 −4.7 −5.75 −7.4 −9.6 −12.5
225 250 −0.84 −1.4 −1.96 −2.84 −3.4 −4.25 −5.2 −6.4 −8.2 −10.5 −13.5
250 280 −0.94 −1.58 −2.18 −3.15 −3.85 −4.75 −5.8 −7.1 −9.2 −12 −15.5
0 −0.04 −0.2 −0.34 −0.56
280 315 −0.98 −1.7 −2.4 −3.5 −4.25 −5.25 −6.5 −7.9 −10 −13 −17
315 355 −1.08 −1.9 −2.68 −3.9 −4.75 −5.9 −7.3 −9 −11.5 −15 −19
0 −0.04 −0.21 −0.37 −0.62
355 400 −1.14 −2.08 −2.94 −4.35 −5.3 −6.6 −8.2 −10 −13 −16.5 −21
400 450 −1.26 −2.32 −3.3 −4.9 −5.95 −7.4 −9.2 −11 −14.5 −18.5 −24
0 −0.05 −0.23 −0.4 −0.68
450 500 −1.32 −2.52 −3.6 −5.4 −6.6 −8.2 −10 −12.5 −16 −21 −26
NOTE 1 The signs associated with the value given in this table are reversed with respect to the relevant diametral values given in BS EN 20286.
Therefore:
+ means the external cone has an axial clearance with regard to the basic cone;
− means the external cone has an axial interference with regard to the basic cone.
© BSI 2009 •
NOTE 2 For cones other than C = 1:10, the above values for the fundamental deviations should be multiplied by the appropriate conversion factor given in Table 3.
BS 4500:2009
25
BS 4500:2009 BRITISH STANDARD
Table 3 Conversion factors to be applied to the values given in Table 1 and Table 2 for the axial
displacement of all rates of taper other than C = 1:10
© BSI 2009 • 27
BS 4500:2009 BRITISH STANDARD
TD
2
D min
Dmax
© BSI 2009 • 29
BS 4500:2009 BRITISH STANDARD
As the ATa values are held constant in a cone length range, it is the
corresponding ATD values that vary. They are given for the limits of
the ranges of lengths and increase from one length range to the next
with a ratio of 1:25.
Figure 23 shows the largest and smallest values for ATD resulting from
the largest (Lmax) and smallest (Lmin) basic lengths of a length range at
a constant ATa value.
Figure 23 Variation of ATD within a range of cone length with the limits of the
length range L1 and L2
at L2
at L1
ATD
2
ATD
2
AT α
2
L1
L2
© BSI 2009 • 31
BS 4500:2009 BRITISH STANDARD
© BSI 2009 • 33
BS 4500:2009 BRITISH STANDARD
The variation of cone angle is equal to the sum of the cone angle
tolerances of the internal cone (ATi) and external cone (ATe).
ATP = ATi + ATe
Figure A.1 Contact lengths (Lt) of the fit surfaces (the external cone is assumed to be perfectly rigid)
Lp
U
2
>
ATi
2
Lt < Lp
α nom
De
Di
a) First contact: Contact length Lt = 0 b) Part contact: Contact length Lt < Lp (Lp = fit length)
Lt = Lp
U
2
>
Lt = Lp
U
2
>0
X
L' t
c) Full contact: Contact length Lt = Lp d) Full contact: Contact length Lt = Lp but L't > Lp
A.4.1 Effect of cone angle tolerances having the same value and
the same sign symbol for internal cone and external cone
The first contact between the conical workpieces to be assembled
depends on the actual cone angles and occurs either at the small cone
diameter or the large cone diameter (see Figure A.1 and Figure A.2).
If the basic cone angle (a) of the internal cone and of the external
cone is indicated on the drawing with the same sign symbol (+ or −,
see Figure A.2; ±, see Figure A.3) and with the same amount for the
angle tolerance (AT ), then the maximum variation of cone angle
fit (ATp), i.e. the possible variation of the angle of fit between the
internal cone and the external cone, is 2 AT.
© BSI 2009 • 35
BS 4500:2009 BRITISH STANDARD
Figure A.2 Position of the cone angle tolerance (AT) on one side with regard to basic cone angle (a) with
the same sign for ATe and ATi
ATi
2
+
α α
ATe
2
2 2
+
a)
ATe
2
_
ATi
2
α α
_
2 2
b)
Figure A.3 Position of the cone angle tolerance (AT) on both sides with regard to the basic cone angle (a)
ATi
ATe
4
ATe
ATi
4
4
4
+
+
_
_
α
α
2
2
a)
ATi
4
ATe
+
4
_
α α
2 2
b)
It follows:
b) First limiting case:
ATe
external cone −
2
ATi
internal cone +
2
results in first contact at the small cone diameter or the whole conical surface, depending on the actual cone angle.
ATi
4
_
ATe
α α
4
+ 2 2
c)
© BSI 2009 • 37
BS 4500:2009 BRITISH STANDARD
A.4.2 Effect of cone angle tolerances having the same value and
opposite sign for internal and external cone
In this case, the maximum variation of cone angle fit (ATp), i.e. the
possible variation of angle of the fit between the internal cone and
the external cone, is likewise 2AT.
The tolerance indications +ATi for cone angle a of the internal cone
and −ATe for the cone angle a of the external cone result in a first
contact at the small cone diameter or on the whole conical surface
[see Figure A.4a)].
The tolerance indications −ATi for the cone angle a of the internal
cone and +ATe for the cone angle a of the external cone result in
a first contact at the large cone diameter or on the whole conical
surface [see Figure A.4b)].
Figure A.4 Position of the cone angle tolerance (AT) on one side with regard to the basic cone angle (a)
with opposite sign for ATe and ATi
ATi
2
ATe
2
+
α α _
2
2
a)
From the indication on drawing a):
external cone a − ATe
internal cone a + ATi
result in first contact at the small cone diameter or the whole conical surface depending on the actual cone angle.
α
α
2
2
ATi
ATe
2
+
_
b)
From the indication on drawing b):
external cone a + ATe
internal cone a − ATi
result in first contact at the large cone diameter or the whole conical surface depending on the actual cone angle.
© BSI 2009 • 39
BS 4500:2009 BRITISH STANDARD
Bibliography
Standards publications
For dated references, only the edition cited applies. For undated
references, the latest edition of the referenced document (including
any amendments) applies.
BS 1916-1, Limits and fits for engineering – Part 1: Guide to limits
and tolerances 3)
BS 1916-2, Limits and fits for engineering – Part 2: Guide to the
selection of fits in BS 1916‑1 3)
BS 1916-3, Limits and fits for engineering – Part 3: Guide to tolerances,
limits and fits for large diameters 3)
BS EN 20286-2, ISO system of limits and fits – Part 2: Tables of standard
tolerance grades and limit deviations for holes and shafts
BS EN ISO 1119, Geometrical product specifications (GPS) – Series of
conical tapers and taper angles
BS ISO 3040, Technical drawings – Dimensioning and tolerancing – Cones
© BSI 2009 • 41
BS 4500:2009 BRITISH STANDARD
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