Roymech engineering encyclopedia

Involute Splines Design Guide (ISO 4156) – Geometry, Calculations, Fits & Tolerances


Involute splines are widely used in mechanical engineering to transmit torque between shafts and hubs. They provide multiple engaging teeth around the shaft circumference and can be used for both fixed and sliding shaft-to-hub connections.

Not sure which type of key or spline to use?
See the Key and Spline Selection Guide for an explanation of parallel, taper and Woodruff keys, straight-sided and involute splines, and when each type of shaft-to-hub connection is appropriate.

This guide covers straight cylindrical involute splines in accordance with ISO 4156, including geometry, modules, pressure angles, tolerances and outline design calculations.

Important note:
The engineering information and numerical data on this page were originally compiled with reference to the relevant British Standards and Machinery's Handbook. The detailed tables and equations should be treated as outline engineering reference information. Detailed design, manufacture and inspection should be completed using the applicable current standard or another authoritative technical source.

What Are Involute Splines?

Involute splines are toothed shaft connections that use an involute tooth profile similar to that used for gears. They transmit torque through multiple engaging tooth flanks and may be used for fixed or sliding connections between shafts and hubs.

  • Suitable for transmitting substantial torque
  • Can be used for sliding and fixed connections
  • Based on involute tooth geometry
  • Standardized by the ISO 4156 series

Basic Involute Spline Design Parameters

  • Module (m)
  • Number of teeth (z)
  • Pitch circle diameter (D)
  • Pressure angle (30°, 37.5° or 45°)
  • Fit class (e, f, h, etc.)

The notes and tables below relate to straight cylindrical involute splines, metric module, side fit, in accordance with the ISO 4156 system. The spline system described here is a side-fit system, with centring based primarily on the sides of the spline teeth.

Involute splines provide multiple load-carrying tooth surfaces around the shaft. External splines may be produced by processes including hobbing or gear shaping, while internal splines may be produced by broaching or gear shaping. To control the fit, the effective space width and other dimensional characteristics of the internal and external spline are controlled within specified tolerances.

A simple method of making an initial involute spline selection is to establish a pitch circle diameter (D) and module (m). For example, for an approximate 50 mm outside diameter spline with a module of 2 mm, an initial pitch diameter of 48 mm gives:

z = D / m = 48 / 2 = 24 teeth

This is only an initial geometric selection. Detailed dimensions, tolerances, fit, strength and manufacturing requirements must be established using the applicable standard and engineering requirements.

The fit of the spline is controlled through the dimensional and tolerance requirements of the spline standard. General ISO limits and fits information is available on the RoyMech ISO Limits and Fits pages.

Shaft connections based on involute splines can be used for transmitting cyclic and shock torsional loads and for both fixed and sliding connections between shafts and hubs.

The spline profile uses involute teeth with nominal pressure angles of 30°, 37.5° or 45°.

The spline system covered by ISO 4156 is primarily a side-fit system in which the tooth flanks establish the functional fit.

The tooth root may be flat or filleted.

ISO 4156 uses the following modules.

For pressure angles of 30° and 37.5° the module series is:

0,5;  0,75;  1;  1,25;  1,5;  1,75;  2;  2,5;  3;  4;  5;  6;  8;  10

For a pressure angle of 45° the module series is:

0,25;  0,5;  0,75;  1;  1,25;  1,5;  1,75;  2;  2,5

Male involute spline geometry
Male Involute Spline


Involute spline tooth geometry

Involute Spline Calculation Example

A simple initial geometric selection can be made by determining the pitch circle diameter (D) and module (m). The number of teeth is:

z = D / m

For example, using a pitch circle diameter of 48 mm and module 2 mm gives:

z = 48 / 2 = 24 teeth

The resulting spline must then be checked against the standard for the required pressure angle, root form, fit class, dimensions, tolerances and inspection requirements.

Design Characteristics of Involute Splines

Involute splines distribute transmitted torque through multiple tooth flanks rather than through a single key. They can therefore provide substantial torque capacity within a compact shaft-to-hub connection and are suitable for both fixed and sliding arrangements.

The actual load distribution between spline teeth is influenced by manufacturing accuracy, alignment, fit, tooth geometry and elastic deformation. Spline capacity and shaft strength should therefore be assessed for the particular application rather than inferred solely from the number of teeth.

Compared with a simple keyed connection, an involute spline is generally more complex to design, manufacture and inspect. The choice between an involute spline, straight-sided spline, key or another shaft-to-hub connection depends on the required torque, alignment, axial movement, manufacturing method, inspection requirements and service conditions.

Standards

The current BS ISO 4156 series for straight cylindrical involute splines, metric module, side fit comprises:

  • BS ISO 4156-1:2021 – Straight cylindrical involute splines. Metric module, side fit. Generalities.
  • BS ISO 4156-2:2021 – Straight cylindrical involute splines. Metric module, side fit. Dimensions.
  • BS ISO 4156-3:2021 – Straight cylindrical involute splines. Metric module, side fit. Inspection.

Legacy-data note: The engineering data on this RoyMech page was originally prepared with reference to the earlier BS ISO 4156:2005 series. The 2005 editions have been superseded. The current standards should therefore be consulted for new design, manufacture and inspection work.

Designation of Involute Splines

An example set of designations for a mating spline pair with 32 teeth, 2,5 module, a 30° pressure angle, fillet root and class 5 fit is:

Mating: INT/EXT 32z ° 2,5m ° 30R ° 5H/5f ISO 4156
Internal spline: INT 32z ° 2,5m ° 30R ° 5H ISO 4156
External spline: EXT 32z ° 2,5m ° 30R ° 5f ISO 4156



Involute spline dimensional terminology

Pressure Angle α degree (o)
Pressure Angle
At Pitch Diameter
αD degree (o)
Number of teeth z -
Module m D / z
Pitch (Circular) p m.π
Basic Tooth thickness
Circular
S p/2
Basic space width
Circular
E p/2
Effective space width
Circular (minimum)
EV min p/2
Pitch diameter D m.z
Base diameter Db m° z ° cos αD
Base pitch pb m° π ° cos αD
Fundamental deviation, external esv Tooth modification factor – results from fit (h, f, e, d); see table below
Minimum major diameter, internal
30°, flat root
30°, fillet root
37,5°, fillet root
45°, fillet root
Dei min
m° (z + 1,5)
m° (z + 1,8)
m° (z + 1,4)
m° (z + 1,2)
Maximum major diameter, internal Dei max Dei min + (T + λ) / tan αD
Minimum form diameter, internal
30°, flat root & fillet
37,5°, fillet root
45°, fillet root
DFi min
m° (z + 1) + 2.cF
m° (z + 0,9) + 2.cF
m° (z + 0,8) + 2.cF
Minimum minor diameter, internal Dii min DFe max + 2° cF
Maximum minor diameter, internal:
m =< 0,75
0,75 < m < 2
m > 2
Dii max
Dii min + IT 10
Dii min + IT 11
Dii min + IT 12
Maximum actual Space width
class 4
class 5
class 6
class 7
Emax
EV min + (T + λ)
EV min + (T + λ)
EV min + (T + λ)
EV min + (T + λ)
Minimum actual Space Width Emin Ev.min + λ
Maximum effective Space Width EV max Ev.min + TV
Maximum major dia external.
30°, flat root & fillet
37,5°, fillet root
45°, fillet root
Dee max
m° (z + 1) + esv / (tan αD)
m° (z + 0,9) + esv / (tan αD)
m° (z + 0,8) + esv / (tan αD)
Minimum major diameter, external:
m =< 0,75
0,75 < m < 2
m => 2
Dee min
Dee max - IT 10
Dee max - IT 11
Dee max - IT 12
Maximum form diameter DFe max Maximum involute spline form diameter equation
Maximum minor diameter, external
30°, flat root
30°, fillet root
37,5°, fillet root
45°, fillet root
Die max
m° (z - 1,5) + esv / (tan αD)
m° (z - 1,8) + esv / (tan αD)
m° (z - 1,4) + esv / (tan αD)
m° (z - 1,2) + esv / (tan αD)
Minimum minor, external Die min Die max - (T + λ) / tan αD
Maximum effective tooth thickness SV max S + esV
Minimum actual tooth thickness
class 4
class 5
class 6
class 7
Smin
SV max - (T + λ)
SV max - (T + λ)
SV max - (T + λ)
SV max - (T + λ)
Maximum actual tooth thickness Smax Sv.max - λ
Minimum effective tooth thickness SV min Sv.max - TV
Total tolerance,
Space width or tooth thickness
T + λ See table below
Maximum effective clearance CV max Ev max - Sv min
Minimum effective clearance CV min Ev min - Sv max
Form tooth height hs See sketch and table for basic rack profile below

Note: The form circle is the circle used to define the depth of involute profile control.
For an external spline it is located near and above the minor diameter, and for an internal spline near and below the major diameter.



Basic Rack Shape



Basic rack profile for involute splines



Parameter Pressure Angle
30o 37,5o 45o
Flat root Fillet root
Major Space height 0,75.m 0,9.m 0,7.m 0,6.m
Major Tooth height 0,5.m 0,5.m 0,45.m 0,4.m
Form tooth height (hs) 0,6.m 0,6.m 0,55.m 0,5.m
Minor tooth height 0,75.m 0,9.m 0,7.m 0,6.m
Root radius (ρFi) 0,2.m 0,4.m 0,3.m 0,25.m
Root radius (ρFe) 0,2.m 0,4.m 0,3.m 0,25.m
Form radius (cF) 0,1.m 0,1.m 0,1.m 0,1.m


Table showing tooth thickness modification (esv) of external splines relative to basic tooth thickness

Important Note: These values are all reductions and so they are negative (-ve) values.



Pitch Dia. D
(mm)
Selected fit class
d e f h
Thickness reduction (esv) (mm)
=< 3 0,020 0,14 0,006 0
3 to 6 (inc) 0,030 0,020 0,010 0
6 to 10 (inc) 0,04 0,025 0,013 0
10 to 18 (inc) 0,05 0,032 0,016 0
18 to 30 (inc) 0,065 0,040 0,020 0
30 to 50 (inc) 0,080 0,050 0,025 0
50 to 80 (inc) 0,10 0,060 0,030 0
80 to 120 (inc) 0,12 0,072 0,036 0


Table showing total Tolerance (T + λ) for Space width and Tooth thickness

The Total Tolerance (T + λ) is the sum of the Machining Tolerance (T) and the Effective variation (λ).



Spline Tolerance class (T + λ) Formula for (T + λ) Formula for i1 & i2
4 10i1 + 40i2 i1 = 0,001[0,453.Sqrt (D) +0,001D ]
i2 = 0,001[0,453.Sqrt (S +0,001 S ]
Note:  i1 applies for D < 500mm
5 16i1 + 64i2
6 25i1 + 100i2
7 40i1 + 160i2

The effective variation is the combined effect of the total index variation (Fp), the positive profile variation (ff) and the tooth alignment variation (Fβ). These combined effects are calculated using the following equation.

Involute spline effective variation equation



Table showing equations for (Fp), (ff) and (Fβ)

Spline
Tolerance class
Fp ff Fβ
4 0,001.[ 2,5 Sqrt(M.z.β /2 ) + 6,3] 0,001 [1,6.m (1+0,012z) + 10] 0,01 [0,8.sqrt(g) + 4]
5 0,001.[ 3,55 Sqrt(M.z.β /2 ) + 9] 0,001 [2,5.m (1+0,012z) + 16] 0,01 [1,0.sqrt(g) + 5]
6 0,001.[ 5 Sqrt(M.z.β /2 ) + 12,5] 0,001 [4.m (1+0,012z) + 25] 0,01 [1,25.sqrt(g) + 6,3]
6 0,001.[ 7,1 Sqrt(M.z.β /2 ) + 18] 0,001 [6,3.m (1+0,012z) + 40] 0,01 [2,0.sqrt(g) + 10]


Table showing values for esv / (tan αD) for different Pressure angles and Fits



Pitch Dia.
D (mm)
α = 30 α = 37,5 α = 45 α = 30 α = 37,5 α = 45 α = 30 α = 37,5 α = 45 α = All
fit class = d fit class = e fit class = f fit class = h
esv / (tan αD) - (mm)
=< 3 0,0350,0260,020 0,0240,0180,014 0,0100,0080,006 0
3 to 6 inc. 0,0350,0390,030 0,0350,0260,020 0,0170,0130,010 0
6 to 10 inc. 0,0520,0520,040 0,0430,0330,025 0,0230,0170,013 0
10 to 18 inc. 0,0690,0650,050 0,0550,0420,032 0,0280,0210,016 0
18 to 30 inc. 0,0870,0850,065 0,0690,0520,040 0,0350,0260,020 0
30 to 50 inc. 0,1130,1040,080 0,0870,0650,050 0,0430,0330,025 0
50 to 80 inc. 0,1390,1300,100 0,1040,0780,060 0,0520,0390,030 0
80 to 120 inc. 0,1730,1560,120 0,1250,0940,072 0,0620,0470,036 0
180 to 250 inc. 0,20801890,145 0,1470,1110,085 0,0740,0560,043 0
250 to 315 inc. 0,2510,2220,170 0,1730,1300,100 0,0870,0650,050 0
315 to 400 inc. 0,2940,2480,190 0,1910,1430,110 0,0970,0730,056 0

Manufacturing Methods for Involute Splines

  • External splines: hobbing or gear shaping
  • Internal splines: broaching or gear shaping
  • Inspection and gauging should follow the requirements of the applicable spline standard

Spline Fits and Tolerances

ISO 4156 defines the dimensional and tolerance system for the mating internal and external spline. The required fit should be selected according to the functional requirements of the connection and verified using the applicable standard.

Related Key and Spline Information

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