Shaft Sizing Load Fatigue Deflection

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    Chapter 11: Shafts and Associated Parts

    Design issues to learn here:Loading:

    TorqueBending moment

    Fatigue strengthSizing

    DeflectionLinearSlope at bearings and gears

    Keys

    Whirling

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    Loading: Needed first in calculations

    Text Reference:

    Figure 11.1, page425

    (a) Gear forces

    P1 andP2;

    (b) free-body diagram with

    torque and forces

    (c) moment diagram in x-z and x-y planes

    (d) torque diagram.

    Min x-y plane Min x-z plane

    Torsion

    Combined bending

    moment atx22xzxyx MMM +=

    (Direction is somewherebetweenx-y andx-z planes.)

    (11.1)

    a

    p

    N

    hT

    63025= (4.41)

    horsepower

    rpm

    ForcerTP /=

    )unitsSI(

    PowerT=

    radius

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    Example 11.2 (Moment diagrams only)

    Figure 11.3 Example 11.2. (a) Assembly drawing; (b) free-body diagram.Text Reference: Figure 11.3, page 430

    Design for static strength is almost never relevant.Problem: Given all forces, draw the bending momentdiagrams (2 planes) and torque diagram.

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    Example 11.2 (cont.) Text Reference: Figure 11.3, page 430

    (c)Min x-y plane (d)Min x-z plane

    Figure 11.3

    (e) torque diagram.

    Note: Almost all shaft illustrations inHamrocks book are unrealistically long.

    Real-world shafts are designed as shortas possible, often with no space

    between gears and bearings.Advantages of shorter shafts:

    lower bending moments andstressesSmaller deflectionsLower cost.

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    Stresses

    332dM

    =Bending stress ( =Mr/I) : (11.5)

    3

    16

    d

    T

    =

    Torsional stress ( =Tr/J) : (11.6)

    Axial stress (=P/A) : 24

    d

    P

    =

    Assume stress concentrationKfmultiplies the alternating part ofbending stress.

    Assume stress concentrationKfsmultiplies the alternating part oftorsional stress.

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    Fluctuating Stresses in shaft

    Text Reference: Figure 11.4, page 432

    (b) on oblique plane at angle .

    Figure 11.4 Fluctuating stresses. (a)

    on rectangular element

    Given stresses on rectangularelement, determine stresses on

    plane at an angle .

    Force equilibrium

    ( ) 0sincossinsincoscos

    =++

    +++

    AK

    AKAKA

    afm

    afsmafsm

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    Figure 11.5

    Soderberg line for

    shear stress.

    Text Reference: Figure 11.5, page 433

    SoderbergLine for ShearStress

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    Fatigue

    calculation

    Figure 11.6 Eq. (11.29).

    Text Reference: Figure 11.6, page 434

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    Shaft fatigue formulae: MSST

    Safety factor against fatigue: see next page.

    From Mohr circle

    3

    32

    d

    Mx

    =

    3

    16

    d

    Tyx

    =

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    Fatigue safety factor versus diameter

    according to MSST

    22

    3

    32

    ++

    +

    =

    afse

    y

    mafe

    y

    m

    ys

    TKS

    STMK

    S

    SM

    Sdn

    (11.34)

    31

    2232

    ++

    += afs

    e

    ymaf

    e

    ym

    y

    s TKS

    STMK

    S

    SM

    S

    nd

    (11.35)

    Safety factor against fatigue (based on MSST):

    To calculate diameter for a given safety factor, use

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    Fatigue safety factor versus diameter

    according to DET

    22

    3

    ++

    += afs

    e

    ymaf

    e

    ym

    s

    yK

    S

    SK

    S

    S

    n

    S

    (11.36)

    22

    3

    4

    332

    ++

    +

    =

    afse

    ymaf

    e

    ym

    ys

    TKS

    STMK

    S

    SM

    Sdn (11.37)

    31

    22

    4

    332

    ++

    += afs

    e

    ymaf

    e

    ym

    y

    s TK

    S

    STMK

    S

    SM

    S

    nd

    (11.38)

    Safety factor against fatigue (based on DET):

    To calculate diameter for a given safety factor, use

    For DET, replace Eq. 11.31 with:

    Derivation similar to MSST results in

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    Diameter calculation: notes

    31

    2232

    ++

    += afs

    e

    ymaf

    e

    ym

    y

    s TK

    S

    STMK

    S

    SM

    S

    nd

    (11.35)

    Recall diameter for a given safety factor (MSST):

    Stress concentration factors KfandKfs depend on size

    factor ks, which depends on size d. Need iteration.

    For a shaft that torques and rotates in only one direction:

    Mean bending momentMm = 0.

    Alternating torsion Ta = 0.

    31

    22

    32

    +

    = maf

    e

    y

    y

    s TMK

    S

    S

    S

    nd

    (11.35a)

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    Example 11.4

    Figure 11.7, page 438

    31

    2232

    ++

    += afs

    e

    ymaf

    e

    ym

    y

    s TKS

    STMK

    S

    SM

    S

    nd

    0 0

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    Example 11.4

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    Example 11.4

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    Example 11.4