ISO 12164-5:2023

Overview

ISO 12164-5:2023 defines the dimensions and design features of hollow taper shanks with flange contact surface (commonly known as HSK shanks) - specifically shanks of types AS, CS and ES. These shanks form the male part of the HSK tool‑holder/machine interface used on milling, drilling and grinding machines. The standard covers size families (e.g., HSK‑AS 40, 50, 63, 80, 100, 125, 160), flange geometries, balancing provisions and guidance for dynamic balancing in accordance with ISO 16084.

Key technical topics and requirements

• Shank types and functional differences
  • AS and ES: flanges with peripheral groove enabling automatic tool change; also convertible to manual change via radial bore holes.
  • CS: flange without peripheral groove - intended for manual tool change.
• Dimensional specifications
  • Complete geometry for HSK‑AS, HSK‑CS and HSK‑ES is provided (referenced figures and tables in the standard). Preferred balancing and borehole locations are specified per size.
• Balancing features
  • Built‑in recesses and balancing bore hole arrangements provide dynamic mass compensation; fine balancing zones and procedures are referenced (balancing according to ISO 16084).
  • Provisions for compensating mounted data chips and other accessory masses are included.
• Design and manufacturing controls
  • References to tolerancing and geometric control: ISO 2768‑1 (general tolerances), ISO 1101 (form/orientation/location), and ISO 3040 (cone dimensions).
  • Guidance on clamping forces, medium‑transfer units and material/heat treatment is included (see normative and informative annexes).
• Annexes
  • Informative annexes provide clamping forces, medium‑transfer unit details, balancing measures and an overview of shank types.

Practical applications and users

ISO 12164-5 is used by:

• CNC machine tool manufacturers and tool‑holder designers specifying HSK interfaces for automatic tool change systems.
• Cutting tool and adapter manufacturers designing shanks to ensure interchangeability, dynamic balance and correct clamping behavior.
• Toolroom engineers, production planners and maintenance teams for inspection, balancing, retrofitting and quality control.
• Metrology labs and QA departments validating dimensional conformity, run‑out and balance per referenced ISO test methods.

Typical applications

• High‑speed milling, drilling and grinding where precise spindle balance and secure flange contact are critical.
• Automatic tool change systems requiring standardized peripheral grooves and balancing provisions.
• Production of adapters and short/compact tooling that rely on the HSK‑AS balancing concept.

Related standards

• ISO 16084 - balancing criteria for rotating tool holders
• ISO 2768‑1 - general tolerances
• ISO 1101 - geometric tolerancing
• ISO 3040 - cone dimensions

Keywords: ISO 12164-5, HSK, hollow taper shank, flange contact surface, HSK‑AS, HSK‑CS, HSK‑ES, dynamic balancing, ISO 16084, automatic tool change.