BIZOMAT Tools · Engineering
Retention Method Selector
Which axial retention method suits this joint, and what will it cost over its life?
Screens up to three axial retention methods for a shaft or bore against load, speed, temperature and disassembly needs, then compares lifecycle cost, risks, assembly guidance and drawing requirements. Technical rejection always overrides cost.
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How this tool works
Inputs, units and where to find them
| Input | Unit | Typical source |
|---|---|---|
| Application | ||
| Retention location | choice | Design: whether the part is retained on a shaft or in a bore |
| Shaft or bore diameter | mm | Design drawing: nominal shaft or bore diameter (used to choose catalogue sizes) |
| Maximum axial load in service | N | Load calculation: maximum axial load including dynamic effects |
| Load character | choice | Load calculation or duty description |
| Rotational speed of the retained parts | rpm | Specification: maximum rotational speed of the retained parts |
| Maximum service temperature | °C | Specification: maximum service temperature at the joint |
| Disassembly requirement | choice | Maintenance concept: how often the joint must be taken apart |
| Required design factor (your approved value, 0 = not set) | × | Your design standard or company practice; the tool never assumes a value |
| Production and lifecycle | ||
| Annual production volume | units | Production forecast |
| Production life | years | Planned production life |
| Service disassemblies per unit over its life | times | Maintenance plan: disassemblies per unit over its service life |
| Loaded labour rate | $/hr | Loaded labour rate from finance |
| Candidate A | ||
| Candidate A method | choice | Candidate retention method to assess |
| Rated axial capacity (0 = not supplied) | N | Axial capacity for this exact size and material from the supplier datasheet, the standard, or your validated calculation or push-out test |
| Rated maximum speed (0 = not supplied) | rpm | Maximum speed for this size from the supplier catalogue (rings and clips) |
| Rated maximum temperature (0 = not supplied) | °C | Maximum service temperature from the datasheet (essential for adhesives) |
| Part or material cost | $/unit | Supplier quotation for the retaining part or compound per unit |
| Feature machining cost (groove, hole, thread, fit) | $/unit | Machining cost of the groove, cross-hole, thread or fit per unit (routing × rate or supplier) |
| Assembly time | s/unit | Time study or estimate for assembling one unit |
| One-off tooling and fixtures | $ | Quotations for applicators, press tools, staking tools or fixtures |
| Candidate B | ||
| Candidate B method | choice | Candidate retention method to assess |
| Rated axial capacity (0 = not supplied) | N | Axial capacity for this exact size and material from the supplier datasheet, the standard, or your validated calculation or push-out test |
| Rated maximum speed (0 = not supplied) | rpm | Maximum speed for this size from the supplier catalogue (rings and clips) |
| Rated maximum temperature (0 = not supplied) | °C | Maximum service temperature from the datasheet (essential for adhesives) |
| Part or material cost | $/unit | Supplier quotation for the retaining part or compound per unit |
| Feature machining cost (groove, hole, thread, fit) | $/unit | Machining cost of the groove, cross-hole, thread or fit per unit (routing × rate or supplier) |
| Assembly time | s/unit | Time study or estimate for assembling one unit |
| One-off tooling and fixtures | $ | Quotations for applicators, press tools, staking tools or fixtures |
| Candidate C | ||
| Candidate C method | choice | Candidate retention method to assess |
| Rated axial capacity (0 = not supplied) | N | Axial capacity for this exact size and material from the supplier datasheet, the standard, or your validated calculation or push-out test |
| Rated maximum speed (0 = not supplied) | rpm | Maximum speed for this size from the supplier catalogue (rings and clips) |
| Rated maximum temperature (0 = not supplied) | °C | Maximum service temperature from the datasheet (essential for adhesives) |
| Part or material cost | $/unit | Supplier quotation for the retaining part or compound per unit |
| Feature machining cost (groove, hole, thread, fit) | $/unit | Machining cost of the groove, cross-hole, thread or fit per unit (routing × rate or supplier) |
| Assembly time | s/unit | Time study or estimate for assembling one unit |
| One-off tooling and fixtures | $ | Quotations for applicators, press tools, staking tools or fixtures |
What each input means
Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.
Application
What this means: Retention location
- What it is
- Whether the retention holds a part on the outside of a shaft (such as a gear or bearing on a shaft) or holds a part inside a bore or housing (such as a bearing in a housing).
- Units and format
- Choose one of 2 options from the list: On a shaft (external); In a bore or housing (internal).
- Example
- The form opens with “On a shaft (external)” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Any candidate method that does not apply to this location is rejected.
- Get it right
- Some methods suit only shafts (E-clips, collars, locked nuts); choosing the wrong location rejects them.
What this means: Shaft or bore diameter
- What it is
- The nominal diameter of the shaft, or of the bore, at the point where the part is retained, from the design drawing. Use it to pick the catalogue size whose ratings you enter below.
- Units and format
- Enter a number in mm: millimetres. The form accepts 1 mm to 2000 mm.
- Example
- The form opens with 20 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Get it right
- Shown for reference and in the report; the tool does not use it in any check. Make sure every rating you enter is for this size.
What this means: Maximum axial load in service
- What it is
- The largest force along the shaft axis that the retention must hold in service, from your load calculation, including dynamic, thrust and misalignment effects.
- Units and format
- Enter a number in N: newtons. The form accepts 0 N or more.
- Example
- The form opens with 1500 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Each candidate’s rated capacity is divided by this load and compared with the required design factor.
- Get it right
- Use the maximum axial load, not the nominal or average; with 0 the capacity check cannot be made.
What this means: Load character
- What it is
- How the axial load behaves over time: steady or slowly varying, repeatedly cycling or vibrating, or applied suddenly as impact or shock.
- Units and format
- Choose one of 3 options from the list: Static or slowly varying; Cyclic or vibrating; Impact or shock.
- Example
- The form opens with “Static or slowly varying” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Cyclic adds a fatigue verification to every candidate; impact rejects or flags methods not suited to shock.
- Get it right
- Choose the worst condition the joint will see in service, including transport and handling.
What this means: Rotational speed of the retained parts
- What it is
- The highest speed at which the retained parts and the retaining element rotate in service, from the specification. Enter 0 for a joint that does not rotate.
- Units and format
- Enter a number in rpm: revolutions per minute. The form accepts 0 rpm or more.
- Example
- The form opens with 0 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- A candidate with a rated maximum speed below this value is rejected.
- Get it right
- For rings and clips a speed above 0 needs the catalogue maximum speed, or the candidate stays on VERIFY.
What this means: Maximum service temperature
- What it is
- The highest temperature the joint reaches in service, measured or specified at the joint itself rather than the surrounding air.
- Units and format
- Enter a number in °C: degrees Celsius. The form accepts -60 °C to 1000 °C.
- Example
- The form opens with 60 °C as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- A candidate whose rated maximum temperature is below this value is rejected.
- Get it right
- Adhesives and press fits lose holding at temperature; their rated temperature is needed before they can pass.
What this means: Disassembly requirement
- What it is
- How often the joint must be taken apart over the product’s life: never (permanent), occasionally for servicing, or frequently.
- Units and format
- Choose one of 3 options from the list: Never (permanent assembly); Occasional servicing; Frequent disassembly.
- Example
- The form opens with “Occasional servicing” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Methods that cannot be taken apart as often as required are rejected.
- Get it right
- Base it on the maintenance concept; press fits and staking support no disassembly, spring pins and adhesives only occasional.
What this means: Required design factor (your approved value, 0…
- What it is
- The minimum ratio of rated capacity to service load that your design standard or company practice requires for this joint.
- Units and format
- Enter a number in ×: a multiplier (type 1.5 for 1.5 times). The form accepts 0 × to 20 ×.
- Example
- The form opens with 0 × as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- A candidate passes only if its capacity ÷ load is at least this value.
- Get it right
- 0 means not set: no candidate can pass the capacity check until you enter your approved value. The tool never assumes one.
Production and lifecycle
What this means: Annual production volume
- What it is
- The number of assemblies expected to be built each year with this joint, from the production forecast.
- Units and format
- Enter a number in units: a count of units. The form accepts 0 units or more.
- Example
- The form opens with 5000 units as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Units produced = volume × production life, which multiplies the per-unit and service costs.
- Get it right
- Use the forecast for the whole production life, not the first-year launch volume only.
What this means: Production life
- What it is
- How many years the assembly is planned to stay in production, used to total the units built over the life.
- Units and format
- Enter a number in years: years. The form accepts 1 years to 30 years.
- Example
- The form opens with 5 years as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Units produced, and so lifecycle cost apart from tooling, rise in proportion.
- Get it right
- This is production life, not the service life of each unit in the field.
What this means: Service disassemblies per unit over its life
- What it is
- How many times each unit is expected to have this joint taken apart and put back together over its service life, from the maintenance plan.
- Units and format
- Enter a number in times: times. The form accepts 0 times to 100 times.
- Example
- The form opens with 1 times as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Each disassembly adds twice the assembly labour, plus a new part for rings, clips, pins and compounds, to every unit.
- Get it right
- If the requirement is “never” but this is above 0, the tool warns about the conflict.
What this means: Loaded labour rate
- What it is
- The full cost of one hour of assembly labour: wages plus on-costs such as superannuation, leave and payroll tax, from finance.
- Units and format
- Enter a number in $/hr: money per hour. The form accepts $0/hr or more.
- Example
- The form opens with $60/hr as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Assembly labour per unit = assembly time × this rate, for build and for each service.
- Get it right
- Use the loaded rate, not the base wage.
Candidate A
What this means: Candidate A method
- What it is
- The axial retention method being assessed as candidate A, from circlips and E-clips to press fits, retaining compound and staking.
- Units and format
- Choose one of 8 options from the list: Retaining ring (circlip); E-clip / retaining washer; Spring pin through cross-hole; Shaft collar (set screw or clamp); Shoulder and locked nut; Interference (press) fit; Anaerobic retaining compound; Staking or peening.
- Example
- The form opens with “Retaining ring (circlip)” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Sets which technical checks apply and whether a replacement part is costed at each service.
- Get it right
- Each method carries its own rules for joint type, disassembly and shock; the result explains any rejection.
What this means: Rated axial capacity (0 = not supplied)
- What it is
- The axial load candidate A can hold for this exact size, material and finish, from the supplier datasheet, the standard, or your own calculation or push-out test.
- Units and format
- Enter a number in N: newtons. The form accepts 0 N or more.
- Example
- The form opens with 0 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Divided by the service load; the candidate fails if the ratio is below the required design factor.
- Get it right
- 0 means not supplied and leaves the candidate on VERIFY. For press fits and staking enter the calculated or tested holding force.
What this means: Rated maximum speed (0 = not supplied)
- What it is
- The highest rotational speed the supplier allows for candidate A at this size, from the catalogue. It matters most for retaining rings and E-clips.
- Units and format
- Enter a number in rpm: revolutions per minute. The form accepts 0 rpm or more.
- Example
- The form opens with 0 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service speed is above this rating.
- Get it right
- 0 means not supplied. For rings and clips with a speed above 0, a missing rating leaves the candidate on VERIFY.
What this means: Rated maximum temperature (0 = not supplied)
- What it is
- The highest service temperature at which candidate A keeps its rated holding, from the datasheet. It is essential for retaining compounds.
- Units and format
- Enter a number in °C: degrees Celsius. The form accepts 0 °C to 1000 °C.
- Example
- The form opens with 0 °C as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service temperature is above this rating.
- Get it right
- 0 means not supplied, so a genuine rating of 0 °C cannot be entered. Adhesives without it stay on VERIFY.
What this means: Part or material cost
- What it is
- The bought cost of the retaining part or compound used in one assembly for candidate A, from a supplier quotation.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds to unit cost, and is added again at each service for methods that need a new part.
- Get it right
- A blank cost is treated as unknown, not free: candidates can only be ranked on cost when all of them have costs.
What this means: Feature machining cost (groove, hole, thread, f…
- What it is
- The cost per unit of machining the feature candidate A needs on the shaft or housing: a groove, cross-hole, thread or close-tolerance fit.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the unit cost of every assembly.
- Get it right
- Work it out as routing time × machine rate, or take it from the supplier’s piece price difference.
What this means: Assembly time
- What it is
- The hands-on time to fit the retention for candidate A on one assembly, from a time study or estimate.
- Units and format
- Enter a number in s/unit: s/unit. The form accepts 0 s/unit or more.
- Example
- The form opens with 0 s/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Converted to labour cost at the loaded rate; servicing counts this labour twice per disassembly.
- Get it right
- Enter seconds per unit, not minutes.
What this means: One-off tooling and fixtures
- What it is
- One-off spending needed to use candidate A in production: applicators, press tools, staking tools, drill jigs or fixtures, from quotations.
- Units and format
- Enter a number in $: an amount of money; use one currency for every money input. The form accepts $0 or more.
- Example
- The form opens with $0 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the lifecycle cost.
- Get it right
- Enter the total once, not per unit; it is added once to the lifecycle cost.
Candidate B
What this means: Candidate B method
- What it is
- The axial retention method being assessed as candidate B, from circlips and E-clips to press fits, retaining compound and staking.
- Units and format
- Choose one of 8 options from the list: Retaining ring (circlip); E-clip / retaining washer; Spring pin through cross-hole; Shaft collar (set screw or clamp); Shoulder and locked nut; Interference (press) fit; Anaerobic retaining compound; Staking or peening.
- Example
- The form opens with “Spring pin through cross-hole” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Sets which technical checks apply and whether a replacement part is costed at each service.
- Get it right
- Each method carries its own rules for joint type, disassembly and shock; the result explains any rejection.
What this means: Rated axial capacity (0 = not supplied)
- What it is
- The axial load candidate B can hold for this exact size, material and finish, from the supplier datasheet, the standard, or your own calculation or push-out test.
- Units and format
- Enter a number in N: newtons. The form accepts 0 N or more.
- Example
- The form opens with 0 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Divided by the service load; the candidate fails if the ratio is below the required design factor.
- Get it right
- 0 means not supplied and leaves the candidate on VERIFY. For press fits and staking enter the calculated or tested holding force.
What this means: Rated maximum speed (0 = not supplied)
- What it is
- The highest rotational speed the supplier allows for candidate B at this size, from the catalogue. It matters most for retaining rings and E-clips.
- Units and format
- Enter a number in rpm: revolutions per minute. The form accepts 0 rpm or more.
- Example
- The form opens with 0 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service speed is above this rating.
- Get it right
- 0 means not supplied. For rings and clips with a speed above 0, a missing rating leaves the candidate on VERIFY.
What this means: Rated maximum temperature (0 = not supplied)
- What it is
- The highest service temperature at which candidate B keeps its rated holding, from the datasheet. It is essential for retaining compounds.
- Units and format
- Enter a number in °C: degrees Celsius. The form accepts 0 °C to 1000 °C.
- Example
- The form opens with 0 °C as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service temperature is above this rating.
- Get it right
- 0 means not supplied, so a genuine rating of 0 °C cannot be entered. Adhesives without it stay on VERIFY.
What this means: Part or material cost
- What it is
- The bought cost of the retaining part or compound used in one assembly for candidate B, from a supplier quotation.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds to unit cost, and is added again at each service for methods that need a new part.
- Get it right
- A blank cost is treated as unknown, not free: candidates can only be ranked on cost when all of them have costs.
What this means: Feature machining cost (groove, hole, thread, f…
- What it is
- The cost per unit of machining the feature candidate B needs on the shaft or housing: a groove, cross-hole, thread or close-tolerance fit.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the unit cost of every assembly.
- Get it right
- Work it out as routing time × machine rate, or take it from the supplier’s piece price difference.
What this means: Assembly time
- What it is
- The hands-on time to fit the retention for candidate B on one assembly, from a time study or estimate.
- Units and format
- Enter a number in s/unit: s/unit. The form accepts 0 s/unit or more.
- Example
- The form opens with 0 s/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Converted to labour cost at the loaded rate; servicing counts this labour twice per disassembly.
- Get it right
- Enter seconds per unit, not minutes.
What this means: One-off tooling and fixtures
- What it is
- One-off spending needed to use candidate B in production: applicators, press tools, staking tools, drill jigs or fixtures, from quotations.
- Units and format
- Enter a number in $: an amount of money; use one currency for every money input. The form accepts $0 or more.
- Example
- The form opens with $0 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the lifecycle cost.
- Get it right
- Enter the total once, not per unit; it is added once to the lifecycle cost.
Candidate C
What this means: Candidate C method
- What it is
- The axial retention method being assessed as candidate C, from circlips and E-clips to press fits, retaining compound and staking.
- Units and format
- Choose one of 8 options from the list: Retaining ring (circlip); E-clip / retaining washer; Spring pin through cross-hole; Shaft collar (set screw or clamp); Shoulder and locked nut; Interference (press) fit; Anaerobic retaining compound; Staking or peening.
- Example
- The form opens with “Interference (press) fit” selected as a worked example. Choose the option that matches your case.
- Effect on the result
- Sets which technical checks apply and whether a replacement part is costed at each service.
- Get it right
- Each method carries its own rules for joint type, disassembly and shock; the result explains any rejection.
What this means: Rated axial capacity (0 = not supplied)
- What it is
- The axial load candidate C can hold for this exact size, material and finish, from the supplier datasheet, the standard, or your own calculation or push-out test.
- Units and format
- Enter a number in N: newtons. The form accepts 0 N or more.
- Example
- The form opens with 0 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Divided by the service load; the candidate fails if the ratio is below the required design factor.
- Get it right
- 0 means not supplied and leaves the candidate on VERIFY. For press fits and staking enter the calculated or tested holding force.
What this means: Rated maximum speed (0 = not supplied)
- What it is
- The highest rotational speed the supplier allows for candidate C at this size, from the catalogue. It matters most for retaining rings and E-clips.
- Units and format
- Enter a number in rpm: revolutions per minute. The form accepts 0 rpm or more.
- Example
- The form opens with 0 rpm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service speed is above this rating.
- Get it right
- 0 means not supplied. For rings and clips with a speed above 0, a missing rating leaves the candidate on VERIFY.
What this means: Rated maximum temperature (0 = not supplied)
- What it is
- The highest service temperature at which candidate C keeps its rated holding, from the datasheet. It is essential for retaining compounds.
- Units and format
- Enter a number in °C: degrees Celsius. The form accepts 0 °C to 1000 °C.
- Example
- The form opens with 0 °C as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- The candidate is rejected if the service temperature is above this rating.
- Get it right
- 0 means not supplied, so a genuine rating of 0 °C cannot be entered. Adhesives without it stay on VERIFY.
What this means: Part or material cost
- What it is
- The bought cost of the retaining part or compound used in one assembly for candidate C, from a supplier quotation.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds to unit cost, and is added again at each service for methods that need a new part.
- Get it right
- A blank cost is treated as unknown, not free: candidates can only be ranked on cost when all of them have costs.
What this means: Feature machining cost (groove, hole, thread, f…
- What it is
- The cost per unit of machining the feature candidate C needs on the shaft or housing: a groove, cross-hole, thread or close-tolerance fit.
- Units and format
- Enter a number in $/unit: money per unit. The form accepts $0/unit or more.
- Example
- The form opens with $0/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the unit cost of every assembly.
- Get it right
- Work it out as routing time × machine rate, or take it from the supplier’s piece price difference.
What this means: Assembly time
- What it is
- The hands-on time to fit the retention for candidate C on one assembly, from a time study or estimate.
- Units and format
- Enter a number in s/unit: s/unit. The form accepts 0 s/unit or more.
- Example
- The form opens with 0 s/unit as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Converted to labour cost at the loaded rate; servicing counts this labour twice per disassembly.
- Get it right
- Enter seconds per unit, not minutes.
What this means: One-off tooling and fixtures
- What it is
- One-off spending needed to use candidate C in production: applicators, press tools, staking tools, drill jigs or fixtures, from quotations.
- Units and format
- Enter a number in $: an amount of money; use one currency for every money input. The form accepts $0 or more.
- Example
- The form opens with $0 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
- Effect on the result
- Adds directly to the lifecycle cost.
- Get it right
- Enter the total once, not per unit; it is added once to the lifecycle cost.
Method and formulas
- Each candidate is checked against: joint type, disassembly need, load character, capacity ÷ load against the required design factor, rated speed and rated temperature, plus method-specific evidence (calculated press-fit force, tested staking force).
- Any failed check rejects the candidate. Missing ratings, limits or design factor give VERIFY, never PASS.
- Unit cost = part + feature machining + assembly time × labour rate.
- Lifecycle cost = units produced over the life × (unit cost + service cost) + tooling; service cost = disassemblies × (2 × assembly labour + replacement part where the method needs one).
- Only PASS candidates can be recommended; among them, the lowest lifecycle cost is preferred.
- Costs rank candidates only when every candidate being ranked has costs entered; a blank cost is treated as unknown, never as zero.
Limitations
- The tool holds no catalogue dimensions, strength ratings, speed limits, safety factors or prices: all must come from you and your sources.
- Method rules reflect general engineering practice; they are not a substitute for the supplier’s data, the standard or a qualified design check.
- Shaft and housing stresses (grooves, cross-holes, threads, hoop stress) are not calculated here.
- Interference-fit holding force and staking force must be calculated or tested separately and entered as the rated capacity.
Typical uses
- Choosing how to retain a bearing, gear, pulley or bush axially
- Design-for-assembly and cost-down reviews
- Documenting why a retention method was chosen
Who it is for
- Mechanical design engineers
- Manufacturing and process engineers
- Engineering managers approving design changes
What you get
- RECOMMENDED method, ELIGIBLE: ENTER COSTS TO CHOOSE, VERIFICATION REQUIRED or NO ELIGIBLE METHOD
- Candidate comparison with technical status, capacity ratio and lifecycle cost
- Feasibility checks, risks, assembly guidance and drawing requirements
Interpreting the result
- A recommendation means every entered check passes; it is not design approval.
- VERIFICATION REQUIRED lists exactly which evidence is missing; close those items and re-run.
- Use the sensitivity table to see whether a modest load increase would reject the chosen method.
Before relying on the result
- Have a competent engineer check the selected method and its supporting calculations before release.
References
- DIN 471 and DIN 472, retaining rings for shafts and bores (confirm edition against your approved standards list)
- DIN 6799, retaining washers (E-clips) for shafts
- ISO 8750 (coiled) and ISO 8752 (slotted, heavy-duty) spring-type straight pins
- ISO 286-1 and ISO 286-2, ISO code system for tolerances on linear sizes (fits)
- ISO 898-1 and ISO 898-2, mechanical properties of fasteners (bolts and nuts)
- Budynas R. G. and Nisbett J. K., Shigley’s Mechanical Engineering Design (McGraw-Hill), press and shrink fits
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