Red Seal Exam Math Series

Shaft Alignment &
Bearing Fit Calculations

Interpret dial indicator readings, calculate shim corrections, and verify bearing fits for the Red Seal Industrial Maintenance Mechanic (433A) exam — Blocks C & F.

mwredsealprep.ca · Industrial Maintenance Mechanic 433A · Blocks C & F

Why Alignment and Fit Math Appears on the Exam

Precision measurement and fit calculations are core millwright skills tested in Block C and Block F. The exam expects you to interpret dial indicator readings, calculate required shim corrections, and determine whether a bearing fit is acceptable based on measured dimensions.

These are not difficult calculations — but they require a clear understanding of what you are measuring and why. Terminology is where most candidates lose marks.

Part 1 — Bearing Fits

Interference vs Clearance Fit

SHAFTBEARING BOREHOUSINGPress fit(interference)Slide fit(clearance)

Rotating inner ring: interference on shaft, clearance in housing

Interference Fit (Press Fit)

Shaft is larger than bearing bore. Must be pressed or thermally installed. Used on the rotating ring.

Interference = Shaft OD − Bearing bore

Clearance Fit (Sliding Fit)

Shaft is smaller than bore (or housing larger than OD). Ring slides in. Used on the stationary ring.

Clearance = Housing bore − Bearing OD

ISO 286 Fit Codes — Quick Reference

Shaft (lowercase)

k, m, n → interference

g, h → clearance

js → transition

Housing (uppercase)

K, M, N → interference

G, H → clearance

JS → transition

Try to solve each problem before revealing the solution.

1

Worked Example

Interference

Problem

A bearing has a bore of 40.000 mm. The shaft measures 40.018 mm. What is the interference?

2

Worked Example

Clearance

Problem

A bearing outer ring has an OD of 80.000 mm. The housing bore measures 80.025 mm. What is the clearance?

3

Worked Example

Thermal Install

Problem

A bearing with a 75 mm bore needs 0.020 mm of interference on the shaft. Using a thermal expansion coefficient of 0.000012 mm/mm/°C, what temperature rise is required?

Can you identify fits and read dial indicators under exam pressure?

Test yourself with timed Red Seal–style precision measurement questions.

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Part 2 — Shaft Alignment

Misalignment Types

Offset (Parallel)

Shaft centrelines are parallel but not coincident. Corrected by adding or removing shims equally at all feet.

Angular

Shaft centrelines meet at an angle. Corrected by adding or removing more shim at far feet than near feet.

STATIONARYMOVEABLETIR = full indicator swing (top to bottom)Actual offset = TIR ÷ 2

Reading Convention

Zero the indicator at the top (12 o'clock), rotate to bottom (6 o'clock). Positive reading = indicator tip pushed in = shaft high. Negative = tip extended = shaft low.

Soft Foot — Check First, Always

Soft foot must be corrected before any alignment work

1

Tighten all feet to final torque

2

Loosen one foot bolt at a time

3

Watch a dial indicator on the machine frame near that foot

4

Movement greater than 0.002" (0.05 mm) = soft foot

5

Shim the affected foot to eliminate movement, then re-check all feet

4

Worked Example

Rim & Face

Problem

A rim indicator reading shows a TIR of +0.012" at the bottom. The coupling is 10" from the near feet and 22" from the far feet. What is the actual offset, and what correction is needed?

5

Worked Example

Reverse Dial

Problem

Reverse dial setup: Indicator A (stationary) reads +0.008" at bottom. Indicator B (moveable) reads -0.004" at bottom. Distance between indicators: 8". Near feet: 4" from indicator B. Far feet: 12" from indicator B. Calculate the shim corrections.

STATIONARYMOVEABLETIR = full indicator swing (top to bottom)Actual offset = TIR ÷ 2

Common Exam Traps

TIR vs actual offset

High Risk

TIR is the full indicator swing top-to-bottom. Actual offset = TIR ÷ 2. Using TIR directly doubles your shim calculation — a very common exam error.

Sign convention matters

High Risk

Positive readings typically mean the indicator tip is being pushed in (high). Negative means the tip extended (low). Establish your convention before reading results.

Soft foot must come first

High Risk

Correct soft foot before any alignment work. Shim corrections made while soft foot exists are invalid and will shift when tightened.

Thermal growth

Watch Out

If the exam mentions operating temperature, add the manufacturer's thermal growth value to your cold alignment target. Machines typically grow upward when hot.

Max bearing heating temperature

Watch Out

Never heat a bearing above 120°C. Higher temperatures can damage the heat treatment of the bearing rings and permanently reduce load capacity.

Quick Reference

You want
Formula / Value
Interference
Shaft OD − Bearing bore
Clearance
Housing bore − Bearing OD
Thermal expansion (steel)
Diameter × 0.000012 × ΔT (mm)
Actual offset from TIR
TIR ÷ 2
Soft foot threshold
> 0.002" = correct it

Test Yourself

Randomized bearing fit and alignment problems — try to solve before revealing the answer.

Practice Problem

Randomized every time

Thermal Installation

Solve This

A bearing with a 40 mm bore needs 28 µm of expansion for installation. Using α = 0.000012 mm/mm/°C, what temperature rise is required?

Frequently Asked Questions

Last updated: June 2026 · Based on the Red Seal Occupational Standard (RSOS) for Industrial Maintenance Mechanic (Millwright) 433A

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