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2-Lectures LEC 31 CH-18 Shafts and Axles
2-Lectures LEC 31 CH-18 Shafts and Axles
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Hollow Shafts
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 26
One approach is (See Lab Handbook):
1. Selecting a material (usually steel)
2. Drawing a free body diagram of the shaft
3. Performing static equilibrium analysis and
4. Locating the critical area
5. Performing static stress analysis to find a starting diameter size, d.
6. Using the value of d in calculating the endurance limit (a trial
diameter can also be used)
7. Estimating the critical value of the diameter, d, using DE-Gerber or DE-
ASME-elliptic methods
8. Repeat step 6 if d different from d.
9. Building the rest of the shaft by considering the machine parts to be
mounted on the shaft (bearings, gears, pulleys, )
10. Performing deflection analysis
11. Performing Dynamic analysis
Shaft Design
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 27
Shafts are usually made of ductile materials.
Small shafts with diameters less than 3.5 in (90 mm) are usually
made of Cold Drawn carbon steel (AISI 1018-1050).
Larger diameter shafts are machined from Hot Rolled steel.
Heat treated steels are also used when higher strengths are
necessary.
Shaft Materials
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 28
Shaft
Design?
Find critical diameter, d
Shaft rotating?
N
Static Analysis
Eq. 6-42 or 6-44
Static Analysis
Eq. 6-43 or 6-45
d = Critical shaft
diameter
d. NE. d
Y
N
find safety Factor, n
Y N
Static Analysis
Eq. 6-44 or 6-46
n
Fatigue Analysis
Y
N Y
Shaft rotating?
n
Reversed
bending & steady
torque?
N
Eq. 18-17 or 18-22 Eq. 18-14 or 18-20
Y
Reversed
bending & steady
torque?
N
Eq. 18-16 or 18-21 Eq. 18-13 or 18-19
d d'
Fatigue Analysis
d
N
Complete shaft
geometry & perform
Deformation analysis
Y
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 29
Geometric Constraints
Unlike stress, which is a function
of local geometry and load,
deflection is a function of the
geometry everywhere. Thus, The
task of deflection and rigidity
analyses can be started only when
the entire geometry of the shaft is
determined.
However the approach described
in section 18-2, which is based on
bearing slope constraints as
limiting, may be used first
assuming a uniform diameter
shaft and using equations 18-1
and 18-2 to find the diameters at
the bearings.
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 30
Shoulders
Shoulders
Sled runner
keyseat
Shoulder
Groove
Profile keyseat
Stress Concentrations and Shaft Geometry
Shaft shoulders are used to position and provide necessary thrust supports
for elements such as bearings, gears, pulleys, Provisions must be made
for torque-transfer elements such as keys, splines, pins
The theoretical stress concentration factors for shoulders, grooves and
transverse holes can be obtained from appendix [A15+]. Others are
K
t
= 2.0 for profile key seats
K
t
= 1.6 for sled runner keyseats
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 31
Shaft Geometry
To determine the entire geometry of the shaft one has to rely on existing
models. Some of these models are given in figures 18-1 through 18-8 of
the Textbook. More shaft configurations can be found in the FAG
handbooks of the Design of Rolling Bearing Mountings .
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 32
The transverse deflection of the elastic curve of the shaft can be
determined by any one of the methods studied in Chapter 5.
The superposition method, which utilizes Appendix A-9, is
recommended. For complex shaft geometry the numerical integration
or computer program may be used.
Geometric Constraints: Shaft Deflection and Slopes
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 33
1. The slope at ball bearings should be limited at 0.25 deg the slope at roller
bearings and long journal bearings should be a lot less. For details on
acceptable slopes refer to FAG and SKF catalogs.
2. For machinery shafting, the deflection should be no greater than 0.001
in/ft (0.075 mm/m) of shaft length between bearing supports.
3. For shafts mounting good quality spur gears, the deflection at the gear
mesh should not exceed 0.005 in. (0.125 mm) or F/200 (F is the gear face
width in inches) and the slope should be limited 0.0286 deg.
4. For shafts mounting good quality bevel gears, the deflection at the gear
mesh should not exceed 0.003 in. (0.076 mm).
Geometric Constraints: Shaft Deflection and Slopes
Dr. A. Aziz Bazoune Chapter 18: Axles and Shafts
ME 307
Machine
Design I
CH-18 LEC 31 Slide 34