Contacts, coils and electromechanical

Relay assembly: critical dimensions and adjustment

Armature travel, contact gap and follow decide whether a relay pulls in, drops out and holds its rating. Here is how the settings interact in production.

QKQumek Engineering Desk··9 min read·Updated
AgNiØ 0.50

Key takeaways

  • A relay is set by a chain of dimensions: armature travel, residual gap, make gap, follow and break gap.
  • Contact gap and contact follow pull against each other, so the window is fixed by the weakest coil and the hottest condition.
  • Bending a tab drifts; staking or laser welding is stable and cannot be corrected, so choose the method before design freeze.
  • Verify with force and travel on a setting fixture, then record the fixture, the gauge and the ambient conditions with every batch.

A relay is a mechanism before it is a component

A relay built for a specific application is an assembly of a coil, a magnetic circuit, an armature, a contact set and a spring. Its electrical rating depends on the geometry of that mechanism. If the armature sits too far from the pole face, the coil cannot pull it in at the minimum voltage. If the contact gap is too small, the arc may not extinguish. If the follow is too small, the contact force falls away as the faces wear.

So the critical dimensions on a relay drawing describe a mechanism in motion: a travel, a gap, a deflection and a force. A dimension that looks generous on paper can still leave no adjustment window, because two settings share the same spring.

Armature travel and the residual gap

Armature travel is the distance from the rest stop to the seated position on the pole face. It sets the stroke available to the contact set and the energy the coil has to deliver. A long travel gives a larger contact gap and more arc clearance, but it needs more ampere turns and produces a harder impact at the pole face.

The residual gap is the small non-magnetic separation left at the pole face when the relay is energised. It prevents sticking through residual magnetism when the coil is switched off. Too small a gap delays drop-out; too large a gap costs pull-in force, because the magnetic circuit now includes a permanent air gap. As an illustration, 0.6 mm of travel with a 0.05 mm residual gap leaves 0.55 mm of stroke. If the pivot adds 0.03 mm of side play, the armature can rock and close one corner of the pole face early. The figures are illustrative.

Contact gap, follow and force

The make gap is the separation between the normally closed contacts at rest. The break gap is the separation between the normally open contacts when energised. Both are arc clearance dimensions: large enough to break the load without restriking, small enough to leave stroke for the rest of the mechanism.

Contact follow is the distance the contact spring deflects after first touch. It builds the final force and provides the reserve that absorbs wear. Follow converts to force through the spring rate, so a stiff spring builds force over a short follow and a soft spring needs more follow for the same force. The conflict is direct: increasing the gap uses travel and leaves less follow, while increasing follow reduces the gap. The window narrows as the coil heats and the available force falls, which is why the force at end of life, not at first article, is the acceptance value.

Set the gap and the follow together

A gap measured on a closed relay says nothing about the force it will carry. Record gap, follow and force as one set of readings, then check that the set sits inside the window at the minimum coil voltage.

How the setting is made

Most lines follow the same order, because each setting disturbs the one before it. Locate the armature, set the gaps, set the force, then lock and verify.

  1. 01

    Seat the armature

    Set the rest stop so the armature has full travel without touching the pole face, and check side play at the pivot.

  2. 02

    Set the residual gap

    Fit or adjust the non-magnetic shim, then confirm clean release at the minimum drop-out voltage.

  3. 03

    Set the make gap

    Adjust the normally closed contact or its stop until the gap meets the drawing at rest.

  4. 04

    Set follow and force

    Deflect the spring past first touch until the force at rest is met, then confirm the break gap is still in its window.

  5. 05

    Lock and verify

    Stake, weld or tighten the setting, then re-check gap, follow, force, pull-in and drop-out on the same fixture.

The critical dimensions in one view

The table separates the dimensions that locate the mechanism from the ones that set its electrical behaviour. Several appear as a single callout but behave as a chain in production.

Critical dimensions in a relay assembly
DimensionWhat it controlsHow to verifyDrift risk
Armature travelStroke available to the contactsTravel gauge or non-contact sensorPivot wear and stop settlement
Residual gapRelease and residual magnetismFeeler or air gauge at the pole faceShim compression and burrs
Make gapArc clearance at restFeeler gauge or optical checkContact wear and spring set
Break gapArc clearance when energisedGauge with the coil energisedArmature seating and stop wear
Contact followForce reserve after touchDeflection gauge from first touchSpring relaxation and plating build
Force at restResistance, heating and weld resistanceLoad cell on the contactSpring rate, follow and wear

Values are application specific. The table lists what to define and check, not what the numbers should be.

Adjustment methods and measurement

A bent tab is the cheapest adjustment and the least stable. The tab is a spring in its own right, and bending work hardens the material and leaves residual stress. The setting moves after thermal cycling or a few thousand operations. It suits a low duty product checked at end of line, where drift has a small consequence.

A screw adjuster gives a continuous setting and can be reworked, but it adds parts and a locking step. The thread can back out under vibration, and the adjuster changes the stiffness of the contact support. Staking and laser welding fix the setting by deforming or fusing the parts. They are stable under vibration and temperature and suit high volume, but there is no correction after the operation, so the incoming parts must be controlled tightly enough for the fixed setting to land inside the window.

Whichever method is used, the setting belongs before the cover is sealed, and the fixture has to hold the relay by the same features the application uses. Force and travel are best measured together: a force displacement trace shows first touch, the spring rate, the follow at the seated position and any hysteresis on the return stroke. Establish gauge repeatability before the fixture accepts product, then check operation at the minimum and maximum coil voltage.

Holding the setting in production

The settings that matter belong on a control chart, not only on a first article. Gap and force drift with tool wear, spring lot, plating thickness and operator technique. A chart of force against batch number shows a trend before the parts leave the window, which gives time to change the spring lot or service the fixture.

Every change to the mechanism deserves a re-validation. A new spring supplier, a different contact plating thickness, a revised armature stop or a new coil winding all move the force balance. Re-establish the window with the same test that accepted the original.

Frequently asked questions

What is contact follow in a relay?

Follow is the distance the contact spring deflects after the contacts first touch. It builds the final contact force and provides the reserve that absorbs wear. It is usually specified as a minimum distance, because the force at rest depends on it.

Why does a relay stick after adjustment?

The usual causes are a residual gap that is too small, a pivot with excessive side play, a burr on the pole face or a welded contact. Check residual magnetism before blaming the contact set.

Should the contact gap be set hot or cold?

Set it at a defined ambient and state that ambient on the process sheet. The gap changes little with temperature, but the closing force falls as the coil heats, so include a hot pull-in test at the minimum voltage.

How often should the setting fixture be checked?

Check it at the start of each shift with a master part, and run a gauge study at a defined interval. A fixture that has drifted will accept parts outside the window, and the error is invisible in the product records.

Sources and further reading

  • IEC 61810-1:2015, Electromechanical elementary relays, general and safety requirements
  • IEC 61810-7:2006, Electromechanical elementary relays, test and measurement procedures
  • Qumek assembly build notes for relay and solenoid mechanisms
QK

Qumek Engineering Desk

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The engineering team behind Qumek drawings, DFM notes, tolerances and inspection standards. Every guide is reviewed against the drawings and processes used on live programmes.

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