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Chapter 1: Introduction

Th invention all admird, and each, how he


To be th inventor missd; so easy it seemd,
Once found, which yet unfound most would have thought
Impossible.
John Milton

Image: A modern printing press. Gutenberg described


the idea of a printing press as Coming like a ray of
light.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Approaches to Product
Development

(a) Over-The-Wall Engineering


Approach (From Kalpakjian
[1997]).
(b) Concurrent Engineering
Approach (adapted from Pugh
[1996]).

1998 McGraw-Hill

Text Reference: Figure 1.1, page 5

Hamrock, Jacobson and Schmid

Design for Manufacture

Effect of manufacturing and assembly on design of reciprocating power saw.


(a) Original design, with 41 parts and 6.37 min assembly time. (b) modified design, with
29 parts and 2.58 min assembly time. [From Boothroyd (1992)].
1998 McGraw-Hill

Text Reference: Figure 1.2, page 14

Hamrock, Jacobson and Schmid

Puglsey Safety Factor Approach


Table 1.1 Safety Factor
Characterisics A, B, and C
Characteristica

B=

vg
g
f
p
vg
1.1
1.3
1.5
1.7

g
A=vg
1.2
1.45
1.7
1.95
C
f
1.3
1.6
1.9
2.2

p
1.4
1.75
2.1
2.45
vg
1.3
1.55
1.8
2.05

g
A=g
1.45
1.75
2.05
2.35
C
f
1.6
1.95
2.3
2.65

p
1.75
2.15
2.55
2.95
vg
1.5
1.8
2.1
2.4

g
A=f
1.7
2.05
2.4
2.75
C
f
1.9
2.3
2.7
3.1

p
2.1
2.55
3.0
3.45
vg
1.7
2.15
2.4
2.75

g
A=p
1.95
2.35
2.75
3.15
C
f
2.2
2.65
3.1
3.55

p
2.45
2.95
3.45
3.95
a
vg=very good, g=good, f=fair and p=poor
A=quality of materials, workmanship, maintenance and inspection
B=control over load applied to part
C=accuracy of stress analysis, experimental data, or experience with
similar parts

1998 McGraw-Hill

Table 1.2: Safety Factor


Characteristics D and E
Characteristica

D=
ns
s
E=ns
1.0
1.2
E=s
1.0
1.3
E=vs
1.2
1.4
a
vs=very serious, s=serious and ns=not serious
D=danger to personnel
E=economic impact

vs
1.4
1.5
1.6

Usage:
ns=ns,xns,y

ns=safety factor
ns,x is obtained from Table 1.1
ns,y from Table 1.2

Text Reference: Tables 1.1 and 1.2, page 9

Hamrock, Jacobson and Schmid

SI Units and Prefixes


(a) S I units
Quantity
S I bas e units
Length
Mass
Time
Temperature
S I s upplementary
unit
Plane angle
S I derived units
Energy
Force
Power
Pressure
Work
(b) S I prefixes
Multiplication factor
1 000 000 000 000 = 1012
1 000 000 000 = 109
1 000 000 = 106
1 000 = 103
100 = 102
10=101
0.1=10-1
0.01=10-2
0.001=10-3
0.000 001 = 10-6
0.000 000 001 = 10-9
0.000 000 000 001= 10-12

1998 McGraw-Hill

U nit

S I s ymbol

Formula

meter
kilogram
second
kelvin

m
kg
s
K

radian

rad

joule
newton
watt
pascal
joule

J
N
W
Pa
J

N-m
kg-m/s2
J/s
N/m2
N-m

Prefix
tera
giga
mega
kilo
hecto
deka
deci
centi
milli
micro
nano
pico

Table 1.3 SI units


and prefixes

S I s ymbol
for prefix
T
G
M
k
h
da
d
c
m

n
p

Text Reference: Table 1.3, page 19

Hamrock, Jacobson and Schmid

(a) Fundamental convers ion factors


Englis h unit

Exact S I value

Length
Mass
Temperature

0.0254 m
0.453 592 37 kg
5/9 K

(b) Definitions
Acceleration of gravity
Energy

Length
Power
Pressure
Temperature

Kinematic viscosity
Volume

1 in
1 lbm
1 deg R

Approximate S I
value
0.4536 kg
-

1g=9.8066 m/s2 (32.174 ft/s2 )


Btu (British thermal unit)amount of energy required to
raise 1 lbm of water 1 deg F (1 Btu = 778.2 ft-lbf)
kilocalorie amount of energy required to raise 1 kg of
water 1 K (1 kcal=4187 J)
1 mile=5280 ft; 1 nautical mile = 6076.1 ft.
1 horsepower = 550 ft-lbf/s
1 bar 105 Pa
degree Fahrenheit tF=9/5tC+32 (where tC is degrees)
(Celsius)
degree Rankine tR=tF+459.67
Kelvin tK=TC+275.15 (exact)
1 poise 0.1 kg/m-s
1 stoke 0.0001 m2 /s
1 cubic foot = 7.48 gal

(c) U s eful convers ion factors


1 ft = 0.3048 m
1 lbf = 4.448 N
1 lbf = 386.1 lbm-in/s2
1 kgf = 9.807 N
1 lbf/in2 = 6895 Pa
1 ksi = 6.895 Mpa
1 Btu = 1055 J
1 ft-lbf = 1.356 J
1 hp = 746 W = 2545 Btu/hr
1 kW = 3413 Btu/hr
1 quart = 0.000946 m3 = 0.946 liter
1 kcal = 3.968 Btu
1998 McGraw-Hill

Text Reference: Table 1.4, page 20

Conversion
Factors and
Definitions

Table 1.4 Conversion


factors and definitions.

Hamrock, Jacobson and Schmid

Case Study 1.2: Wheelchair Design as a


Multidisciplinary Endeavor

Wheelchair, courtesy of Sunrise Medical Equipment Co.


1998 McGraw-Hill

Text Reference: Figure 1.4, page 21

Hamrock, Jacobson and Schmid

Chapter 2: Load, Stress and Strain


When I am working on a problem, I never think
about beauty. I only think of how to solve the
problem. But when I have finished, if the solution
is not beautiful, I know it is wrong.
Richard Buckminster Fuller

Image: A dragline lifts a large load in a


mining operation.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

A Simple Crane

Figure 2.1 A simple crane and


forces acting on it. (a) Assembly
drawing; (b) free-body diagram
of forces acting on the beam.

1998 McGraw-Hill

text reference: Figure 2.1, page 30

Hamrock, Jacobson and Schmid

Load Classification

Figure 2.2 Load classified as to location and method of application. (a) Normal,
tensile (b) normal, compressive; (c) shear; (d) bending; (e) torsion; (f) combined
1998 McGraw-Hill

text reference: Figure 2.2, page 31

Hamrock, Jacobson and Schmid

Sign Convention

Figure 2.3 Sign convention used


in bending. (a) y coordinate
upward; (b) y coordinate
downward.

text reference: Figure 2.3, page 32


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Lever Assembly

Figure 2.4 Lever assembly and results.


(a) Lever assembly; (b) results showning
(1) normal, tensile, (2) shear, (3)
bending, (4) torsion on section B of lever
assembly.
text reference: Figure 2.4, page 33
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Supports and Reactions

Table 2.1: Four types of support with their


corresponding reactions.

text reference: Table 2.1, page 35


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Ladder Free Body Diagram

Figure 2.5: Ladder having contact with the house


and the ground while having a painter on the ladder.
Used in Example 2.4. The ladder length is l.

text reference: Figure 2.5, page 36


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

External Rim Brake and Forces

Figure 2.6 External rim brake and forces acting on it. (a) External rim brake; (b)
external rim brake with forces acting on each part. (Linear dimensions are in
millimeters.)

text reference: Figure 2.6, page 38


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Sphere and Forces

Figure 2.7 Sphere and forces acting on it. (a)


Sphere supported with wires from top and a
spring at the bottom; (b) free-body diagram of
forces acting on the sphere. Figure used in
Example 2.6.

text reference: Figure 2.7, page 38


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Beam Supports

Figure 2.8 Three types of beam support. (a) Simply supported; (b) cantilevered; (c)
overhanging.
text reference: Figure 2.8, page 39
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Simply Supported Bar

Figure 2.9 Simply supported bar with (a) midlength load and reactions; (b) free-body
diagram for 0<x<l/2; (c) free body diagram for l/2<x<l; (d) shear and bending moment
diagrams.
text reference: Figure 2.9, page 40
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Singularity Functions (Part 1)

Table 2.2 Six singularity and load intensity functions with corresponding graphs and
expressions.
text reference: Table 2.2, page 43
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Singularity Functions (Part 2)

Table 2.2 Six singularity and load intensity functions with corresponding graphs and
expressions.
text reference: Table 2.2, page 43
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Shear and Moment Diagrams

Figure 2.10 (a) Shear and (b) moment diagrams for Example 2.8.

text reference: Figure 2.10, page 44


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Simply Supported Beam

Figure 2.11 Simply supported beam. (a) Forces acting on beam when P1=8kN, P2=5kN;
w0=4kN/m; l=12m; (b) free-body diagram showing resulting forces; (c) shear and (d)
moment diagrams of Example 2.9.

text reference: Figure 2.11, page 46


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Example 2.10

Figure 2.12 Figures used in Example 2.10. (a) Load assembly drawing; (b) free-body
diagram.

text reference: Figure 2.12, page 48


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

General State of Stress

Figure 2.13 Stress element showing general state of three-dimensional stress with
origin placed in center of element.
text reference: Figure 2.13, page 49
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

2-D State of Stress

Figure 2.14 Stress element showing two-dimensional state of stress. (a) Three
dimensional view; (b) plane view.

text reference: Figure 2.14, page 51


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Equivalent Stresses

Figure 2.15 Illustration of equivalent stresss states; (a) Stress element oriented in the
direction of applied stress. (b) stress element oriented in different (arbitrary)
direction.

text reference: Figure 2.15, page 52


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Stresses in Oblique Plane

Figure 2.16 Stresses in oblique plane at angle .


text reference: Figure 2.16, page 52
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Hamrock, Jacobson and Schmid

Mohrs Circle

Figure 2.17 Mohrs circle


diagram of Eqs. (2.13) and
(2.14).

text reference: Figure 2.17, page 55


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Results from Example 2.13

Figure 2.18 Results from Example


2.13 (a) Mohrs circle diagram;
(b) stress element for principal normal
stresses shown in x-y coordinates;
(c) stress element for principal stresses
shown in x-y coordinates.

text reference: Figure 2.18, page 57


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Mohrs Circle for Triaxial Stress State

Figure 2.19 Mohrs circle for triaxial stress state. (a) Mohrs circle representation;
(b) principal stresses on two planes.
text reference: Figure 2.19, page 59
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Example 3.5

Figure 2.20 Mohrs circle diagram for


Example 3.5. (a) Triaxial stress state when
1=23.43 ksi, 2=4.57 ksi, and 3=0; (b)
biaxial stress state when 1=30.76 ksi and
2=-2.760 ksi; (c) triaxial stress state when
1=30.76 ksi, 2=0, and 3=-2.76 ksi.
text reference: Figure 2.20, page 60
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Stresses on Octahedral Planes

Figure 2.21 Stresses acting on octahedral planes. (a) General state of stress. (b)
normal stress; (c) octahedral shear stress.

text reference: Figure 2.21, page 61


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Normal Strain

Figure 2.22 Normal strain of cubic element subjected to uniform tension in x


direction. (a) Three dimensional view; (b) two-dimensional (or plane) view.

text reference: Figure 2.21, page 64


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Shear Strain

Figure 2.23 Shear strain of cubic element subjected to shear stress. (a) Three
dimensional view; (b) two-dimensional (or plane) view.

text reference: Figure 2.23, page 65


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Plain Strain

Figure 2.24 Graphical depiction of plane strain element. (a) Normal strain x; (b) normal
strain y; and (c) shear strain xy.

text reference: Figure 2.24, page 66


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Strain Gage Rosette

Figure 2.25 Strain gage rosette used


in Example 2.17.

text reference: Figure 2.25, page 68


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Honeycomb Expansion Process

Figure 2.26 Expansion process used in


honeycomb materials. [From Kalpakjian (1991)]

text reference: Figure 2.26, page 68


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Glue Spreader Case Study

Figure 2.27 Glue spreader case study. (a) Machine; (b) free body diagram; (c) shear
diagram; (d) moment diagram.

text reference: Figure 2.27, page 69


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Snowmobile with Drive Guard

Figure 2.28 Illustration used in case study. (a) Snowmobile; (b) guard with
instrumentation.
text reference: Figure 2.28, page 70
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Chapter 3: Solid Materials

Iron is taken from the earth and copper is smel


Man puts an end to the darkness;
he searches the farthest recesses for ore in the
The Bible (Job 28:2-3)

Image: Iron flows from a blast furnace.


Source: American Iron and Steel
Institute.
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Ductile Tension Test Specimens

Figure 3.1 Ductile material from a


standard tensile test apparatus. (a)
Necking; (b) failure.

1998 McGraw-Hill

text reference: Figure 3.1, page 90

Hamrock, Jacobson and Schmid

Brittle Tension Test Specimen

Figure 3.2 Failure of a brittle material


from a standard tesile test apparatus.

1998 McGraw-Hill

text reference: Figure 3.2, page 91

Hamrock, Jacobson and Schmid

Strength/Density Comparison

Figure 3.3 Strength/density for various materials.

1998 McGraw-Hill

text reference: Figure 3.3, page 94

Hamrock, Jacobson and Schmid

Fiber Reinforced Composite

Figure 3.4 Cross


section of fiber
reinforced composite
material.

1998 McGraw-Hill

text reference: Figure 3.4, page 95

Hamrock, Jacobson and Schmid

Ductile - diagram

Figure 3.5 Stress-strain diagram for a ductile material.


1998 McGraw-Hill

text reference: Figure 3.5, , page 96

Hamrock, Jacobson and Schmid

Yield Strength Definition

Figure 3.6 Typical stress-strain


behavior for ductile metal
showing elastic and plastic
deformations and yield strength
Sy.

1998 McGraw-Hill

text reference: Figure 3.6, page 97

Hamrock, Jacobson and Schmid

Brittle and Ductile Metal Comparison

Figure 3.7 Typical


tensile stress-strain
diagrams for brittle and
ductile metals loaded to
fracture.

1998 McGraw-Hill

text reference: Figure 3.7, page 98

Hamrock, Jacobson and Schmid

Stress-Strain Diagram for a Ceramic

Figure 3.8 Stress-strain diagram for a ceramic in tension and in


compression.
1998 McGraw-Hill

text reference: Figure 3.8, page 99

Hamrock, Jacobson and Schmid

Composite Bar

Figure 3.9 Bending strength of bar used in Example


3.6.
1998 McGraw-Hill

text reference: Figure 3.9, page 100

Hamrock, Jacobson and Schmid

Stress-Strain Diagram for Polymers

Figure 3.10 Stress-strain diagram for polymer below, at, and


above its glass transition temperature Tg.
1998 McGraw-Hill

text reference: Figure 3.10, page 101

Hamrock, Jacobson and Schmid

Density of Various Materials

Figure 3.11 Density for


various metals, polymers and
ceramics at room temperature
(20C, 68F) [From ESDU
(1984)].

1998 McGraw-Hill

text reference: Figure 3.11, page 102

Hamrock, Jacobson and Schmid

Material
kg/m

Dens ity,

Metals
Aluminum and its alloysa
2.7 x 103
Aluminum tin
3.1 x 103
Babbitt, lead-based white metal
10.1 x 103
Babbitt, tin-based white metal
7.4 x 103
Brasses
8.6 x 103
Bronze, aluminum
7.5 x 103
Bronze, leaded
8.9 x 103
b
Bronze, phosphor (cast)
8.7 x 103
Bronze, porous
6.4 x 103
Copper
8.9 x 103
Copper lead
9.5 x 103
Iron, cast
7.4 x 103
Iron, porous
6.1 x 103
Iron, wrought
7.8 x 103
Magnesium alloys
1.8 x 103
c
Steels
7.8 x 103
Zinc Alloys
6.7 x 103
Polymers
Acetal (polyformaldehyde)
1.4 x 103
Nylons (polyamides)
1.14 x 103
Polyethylene, high density
0.95 x 103
Phenol formaldehyde
1.3 x 103
d
Rubber, natural
1.0 x 103
Rubber, silicone
1.8 x 103
Ceramics
Alumina (Al2 O3 )
3.9 x 103
Graphite, high strength
1.7 x 103
Silicon carbide (SiC)
2.9 x 103
Silicon nitride (Si3 N4 )
3.2 x 103
a
Structural alloys
b
Bar stock typically 8.8 x 103 kg/m3 (0.03lbm/in3.)
c
Excluding refractory steels
d
Mechanical rubber

1998 McGraw-Hill

lbm/in3
0.097
0.11
0.36
0.27
0.31
0.27
0.32
0.31
0.23
0.32
0.34
0.27
0.22
0.28
0.065
0.28
0.24
0.051
0.041
0.034
0.047
0.036
0.065
0.14
0.061
0.10
0.12

text reference: Table 3.1, page 103

Density for
Various Materials

Table 3.1 Density


for various metals,
polymers, and
ceramics at room
temperature (20C;
68F). [From
ESDU (1984)]

Hamrock, Jacobson and Schmid

Elastic Modulus for


Various Materials

Figure 3.12 Modulus of


elasticity for various metals,
polymers, and ceramics at
room temperature (20C, 68F)
[From ESDU (1984)].

1998 McGraw-Hill

text reference: Figure 3.12, page 105

Hamrock, Jacobson and Schmid

Material

Modulus of Elas ticity, E


GPa
Mps i

Metals
Aluminum
62
Aluminum alloysa
70
Aluminum tin
63
Babbitt, lead-based white metal
29
Babbitt, tin-based white metal
52
Brasses
100
Bronze, aluminum
117
Bronze, leaded
97
Bronze, phosphor
110
Bronze, porous
60
Copper
124
Iron, grey cast
109
Iron, malleable cast
170
Iron, spheroidal graphiteb
159
Iron, porous
80
Iron, wrought
170
Magnesium alloys
41
Steel, low alloys
196
Steel, medium and high alloys
200
Steel, stainlessc
193
Steel, high speed
212
Zinc alloysd
50
Polymers
Acetal (polyformaldehyde)
2.7
Nylons (polyamides)
1.9
Polyethylene, high density
0.9
Phenol formaldehydee
7.0
Rubber, naturalf
0.004
Ceramics
Alumina (Al2 O3 )
390
Graphite
27
Cemented carbides
450
Silicon carbide (SiC)
450
Silicon nitride (Si3 N4 )
314
a
Structural alloys
b
For bearings
c
Precipitation-hardened alloys up to 211 Gpa (30 Mpsi).
d
Some alloys up to 96 Gpa (14 Mpsi).
e
Filled
f
2.5%-carbon-black mechanical rubber.

1998 McGraw-Hill

9.0
10.2
9.1
4.2
7.5
14.5
17.0
14.1
16.0
8.7
18.0
15.8
24.7
23.1
11.6
24.7
5.9
28.4
29.0
28.0
30.7
7.3
0.39
0.28
0.13
1.02
0.0006
56.6
3.9
65.3
65.3
45.5

Elastic Modulus for


Various Materials

Figure 3.12 Modulus of


elasticity for various
metals, polymers, and
ceramics at room
temperature (20C;
68F). [From ESDU
(1984)]

text reference: Table 3.2, page 106

Hamrock, Jacobson and Schmid

Material
Metals
Aluminum and its alloysa
Aluminum tin
Babbitt, lead-based white metal
Babbitt, tin-based white metal
Brasses
Bronze
Bronze, porous
Copper
Copper lead
Iron, cast
Iron, porous
Iron, wrought
Magnesium alloys
Steels
Zinc alloys
Polymers
Acetal (polyformaldehyde)
Nylons (polyamides)
Polyethylene, high density
Phenol formaldehydee
Rubber
Ceramics
Alumina (Al2 O3 )
Graphite, high strength
Cemented carbides
Silicon carbide (SiC)
Silicon nitride (Si3 N4 )
a
Structural alloys

1998 McGraw-Hill

Pois s ons ratio,


0.33
------0.33
0.33
0.22
0.33
--0.26
0.20
0.30
0.33
0.30
0.27
--0.40
0.35
--0.50
0.28
--0.19
0.19
0.26

Poissons Ratio for


Various Materials

Table 3.3 Poissons ratio


for various metals,
polymers, and ceramics at
room temperature (20C;
68F). [From ESDU
(1984)]

text reference: Table 3.3, page 107

Hamrock, Jacobson and Schmid

Thermal Condictivity for


Various Materials

Figure 3.13 Thermal


conductivity for various
metals, polymers, and
ceramics at room temperature
(20C, 68F). [From ESDU
(1984)].

1998 McGraw-Hill

text reference: Figure 3.13, page 113

Hamrock, Jacobson and Schmid

Material
Metals
Aluminum
Aluminum alloys, casta
Aluminum alloys, siliconb
Aluminum alloys, wroughtc
Aluminum tin
Babbitt, lead-based white metal
Babbitt, tin-based white metal
Brassesa
Bronze, aluminuma
Bronze, leaded
Bronze, phosphor (cast)d
Bronze, porous
Coppera
Copper lead
Iron, grey cast
Iron, spheroidal graphite
Iron, porous
Iron, wrought
Magnesium alloys
Steel, low alloyse
Steel, medium
Steel, stainlessf
Zinc alloys
Polymers
Acetal (polyformaldehyde)
Nylons (polyamides)
Polyethylene, high density
Phenol formaldehydee
Rubber, naturalf
Ceramics
Alumina (Al2 O3 )g
Graphite, high strength
Silicon carbide (SiC)
Silicon nitride (Si3 N4 )
a
At 100C
b
At 100C (~150 W/m-C at 25C)
c
20 to 100C
d
Bar stock typically 69 W/m-C
e
20 to 200C
f
Typically 22W/m-C at 200C
g
Typically 12W/m-C at 400C

1998 McGraw-Hill

Thermal Conductivity, K t
W/m-C
Btu/ft-hrF
209
146
170
151
180
24
56
120
50
47
50
30
170
30
50
30
28
70
110
35
30
15
110

120
84
98
87
100
14
32
69
29
27
29
17
98
17
29
17
16
40
64
20
17
8.7
64

0.24
0.25
0.5
--1.6

0.14
0.14
0.29
--0.92

25
125
15
---

14
72
8.6
---

Thermal Conductivity for


Various Materials

Table 3.4 Thermal


conductivity for various
metals, polymers, and
ceramics at room
temperature (20C; 68F).
[From ESDU(1984)]

text reference: Table 3.4, page 114

Hamrock, Jacobson and Schmid

Thermal Expansion
Coefficient for Various
Materials
Figure 3.14 Linear thermal
expansion coefficient for
various metals, polymers,
and ceramics applied over
temperature range 20 to
200C (68 to 392F) [From
ESDU (1984)].

1998 McGraw-Hill

text reference: Figure 3.14, page 115

Hamrock, Jacobson and Schmid

Material
Metals
Aluminum
Aluminum alloysa
Aluminum tin
Babbitt, lead-based white metal
Babbitt, tin-based white metal
Brasses
Bronzes
Copper
Copper lead
Iron, cast
Iron, porous
Iron, wrought
Magnesium alloys
Steel, alloyb
Steel, stainless
Steel, high speed
Zinc alloys
Polymers
Thermoplasticsc
Thermosetsd
Acetal (polyformaldehyde)
Nylons (polyamides)
Polyethylene, high density
Phenol formaldehydee
Rubber, naturalf
Rubber, nitrileg
Rubber, silicone
Ceramics
Alumina (Al2 O3 )h
Graphite, high strength
Silicon carbide (SiC)
Silicon nitride (Si3 N4 )
a
Structural alloys
b
Cast alloys can be up to 15 x 10-6 /(C)
c
Typical bearing materials
d
25 x 10-6 (C)-1 to 80 x 10-6 (C)-1 when reinforced
e
Mineral filled
f
Fillers can reduce coefficients
g
Varies with composition
h
0 to 200C

1998 McGraw-Hill

Linear Thermal Expans ion


Coefficient, a
(C) -1
(F) -1
23 x 10-6
24 x 10-6
24 x 10-6
20 x 10-6
23 x 10-6
19 x 10-6
18 x 10-6
18 x 10-6
18 x 10-6
11 x 10-6
12 x 10-6
12 x 10-6
27 x 10-6
11 x 10-6
17 x 10-6
11 x 10-6
27 x 10-6

12.8 x 10-6
13.3 x 10-6
13.3 x 10-6
11 x 10-6
13 x 10-6
10.6 x 10-6
10.0 x 10-6
10.0 x 10-6
10.0 x 10-6
6.1 x 10-6
6.7 x 10-6
6.7 x 10-6
15 x 10-6
6.1 x 10-6
9.5 x 10-6
6.1 x 10-6
15 x 10-6

(60-100) x 10-6
(10-80) x 10-6
90 x 10-6
100 x 10-6
126 x 10-6
(25-40) x 10-6
(80-120) x 10-6
34 x 10-6
57 x 10-6

(33-56) x 10-6
(6-44) x 10-6
50 x 10-6
56 x 10-6
70 x 10-6
(14-22) x 10-6
(44-67) x 10-6
62 x 10-6
103 x 10-6

5.0 x 10-6
1.4-4.0 x 10-6
4.3 x 10-6
3.2 x 10-6

2.8 x 10-6
0.8-2.2 x 10-6
2.4 x 10-6
1.8 x 10-6

Linear Thermal
Expansion Coefficient
for Various Materials
Table 3.5 Linear thermal
expansion coefficient for
various metals, polymers
and ceramics at room
temperature (20C; 68F).
[From ESDU (1984)]

text reference: Table 3.5, page 116

Hamrock, Jacobson and Schmid

Specfic Heat
Capacity for
Various Materials

Figure 3.15 Specific heat


capacity for various metals,
polymers, and ceramics at
room temperature (20C;
68F) [From ESDU
(1984)].

1998 McGraw-Hill

text reference: Figure 3.15, page 117

Hamrock, Jacobson and Schmid

Specific Heat Capacity for Various Materials


Material

S pecific Heat Capacity, C p


kJ/kg-C
Btu/lbF

Metals
Aluminum and its alloys
0.9
Aluminum tin
0.96
Babbitt, lead-based white metal
0.15
Babbitt, tin-based white metal
0.21
Brasses
0.39
Bronzes
0.38
Coppera
0.38
Copper lead
0.32
Iron, cast
0.42
Iron, porous
0.46
Iron, wrought
0.46
Magnesium alloys
1.0
Steelsb
0.45
Zinc alloys
0.4
Polymers
Thermoplastics
1.4
Thermosets
--Rubber, natural
2.0
Ceramics
Alumina (Al2 O3 )h
--Graphite
0.8
Cemented Carbides
0.7
Silicon carbide (SiC)
--Silicon nitride (Si3 N4 )
--a
Aluminum bronze up to 0.48 kJ/kg-C (0.12 Btu/lbm-F)
b
Rising to 0.55 kJ/kg-C (0.13 Btu/lbm-F) at 200C (392 F)

0.22
0.23
0.036
0.05
0.093
0.091
0.091
0.076
0.10
0.11
0.11
0.24
0.11
0.096
0.33
--0.48
--0.2
0.17
-----

Table 3.6 Specific heat capacity for various metals, polymer,


and ceramics at room temperature
(20C;
68F). [From ESDU
text
reference:
Table
3.6,
page
118
1998 McGraw-Hill
Hamrock, Jacobson and Schmid
(1984)]

Rigid Beam Assembly

Figure 3.16 Rigid beam assembly used in Example 3.12.

1998 McGraw-Hill

text reference: Figure 3.16, page 120

Hamrock, Jacobson and Schmid

Elastic
Modulus vs.
Density
Figure 3.17 Modulus of
Elasticity plotted against
density. The heavy
envelopes enclose data for
a given class of material.
The diagonal contours show
the longitudinal wave
velocity. The guidelines of
constant E/, E1/2/ , and
E1/3/ allow selection of
materials for minimum
weight, deflection-limited
design. [From Ashby
(1992)].

1998 McGraw-Hill

text reference: Figure 3.17, page 122

Hamrock, Jacobson and Schmid

Material Classes
Clas s
Enginering alloys
(the metals and alloys of
engineering)

Engineering polymers
(the thermoplastics and
thermosets of engineering)

Engineering ceramics
(fine ceramics capable of
load-bearing application)

1998 McGraw-Hill

Members
Aluminum alloys
Copper alloys
Lead alloys
Magnesium alloys
Molybdenum alloys
Nickel alloys
Steels
Tin alloys
Titanium alloys
Tungsten alloys
Zinc alloys
Epoxies
Melamines
Polycarbonate
Polyester
Polyethylene, high density
Polyethylene, low density
Polyformaldehyde
Polymethylmethacrylate
Polypropylene
Polytetrafluoroethylene
Polyvinyl chloride
Alumina
Diamond
Sialons
Silicon carbide
Silicon nitride
Zirconia

S hort name
Al alloys
Cu alloys
Lead alloys
Mg alloys
Mo alloys
Ni alloys
Steels
Tin alloys
Ti alloys
W alloys
Zn alloys
EP
MEL
PC
PEST
HDPE
LDPE
PF
PMMA
PP
PTFE
PVC
Al2 O3
C
Sialons
SiC
Si3 N4
ZrO2

text reference: Table 3.7, page 123

Table 3.7 Material


classes and members
and short names of
each member. [From
Ashby (1992)].

Hamrock, Jacobson and Schmid

Material Classes (cont.)


Clas s
Engineering compos ites
(the composites of
engineering practice) A
distinction is drawn
between the properties of a
ply (uniply) and a laminate
(laminates)
Porous ceramics
(traditional ceramics,
cements, rocks, and
minerals
Glas s es
(ordinary silicate glass)
Woods
Separate clusters describe
properties parallel to the
grain and normal to it and
wood products
Elastomers
(natural and artificial
rubbers)
Polymer foams
(foamed polymers of
engineering)

1998 McGraw-Hill

Members
Carbon-fiber reinforced
polymer
Glass-fiber reinforced
polymer
Kevlar-fiber reinforced
polymer

S hort name
CFRP

Brick
Cement
Common rocks
Concrete
Porcelain
Pottery
Borosilicate glass
Soda glass
Silica
Ash
Balsa
Fir
Oak
Pine
Wood products (ply, etc.)
Natural rubber
Hard butyl rubber
Polyurethanes
Silicone rubber
Soft butyl rubber
Cork
Polyester
Polystyrene
Polyurethane

Brick
Cement
Rocks
Concrete
Pcln
Pot
B-glass
Na-glass
SiO2
Ash
Balsa
Fir
Oak
Pine
Wood products
Rubber
Hard butyl
PU
Silicone
Soft butyl
Cork
PEST
PS
PU

GFRP
KFRP

text reference: Table 3.7, page 123

Table 3.7 Material


classes and members
and short names of
each member. [From
Ashby (1992)].

Hamrock, Jacobson and Schmid

Strength vs.
Density
Figure 3.18 Strength
plotted against density
(yield strength for
metals and polymers,
compressive strength
for ceramics, tear
strength for
elastomers, and tensile
strength for
composites). The
guidelines of S/,
S2/3/, and S1/2/ allow
selection of materials
for minimum-weight,
yield-limited design.
[From Ashby (1992)].

1998 McGraw-Hill

text reference: Figure 3.18, page 125

Hamrock, Jacobson and Schmid

Elastic
Modulus vs.
Strength

Figure 3.19 Modulus


of elasticity plotted
against strength. The
design guidelines
help with the
selection of materials
for such machine
elements as springs,
knife-edges,
diaphragms, and
hinges. [From Ashby
(1992)].

1998 McGraw-Hill

text reference: Figure 3.19, page 127

Hamrock, Jacobson and Schmid

Wear
Constant vs.
Limiting
Pressure

Figure 3.20 Archard


wear constant
plotted against
limiting pressure.
[From Ashby
(1992)].

1998 McGraw-Hill

text reference: Figure 3.20, page 129

Hamrock, Jacobson and Schmid

Elastic
Modulus vs.
Cost x
Density

Figure 3.21 Modulus


of elasticity plotted
against cost times
density. The reference
lines help with
selection of materials
for machine elements.
[From Ashby (1992)].

1998 McGraw-Hill

text reference: Figure 3.21, page 131

Hamrock, Jacobson and Schmid

Chapter 4: Normal, Bending, and Transverse


Shear Stresses and Strains
I am never content until I have constructed a
mechanical model of the subject I am studying.
If I succeed in making one, I understand;
otherwise, I do not.
William Thompson (Lord Kelvin)

Image: A portion of the collapsed Hyatt Regency


Walkway which claimed over 100 lives.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Centroid of Area

Figure 4.1 Centroid of Area

1998 McGraw-Hill

text reference: Figure 4.1, page 139

Hamrock, Jacobson and Schmid

Example 4.1

Figure 4.2 Rectangular hole within a rectangular


section used in Example 4.1.

1998 McGraw-Hill

text reference: Figure 4.2, page 140

Hamrock, Jacobson and Schmid

Area Moment of Inertia

Figure 4.3 Area with coordinates used in describing


area moment of inertia.
1998 McGraw-Hill

text reference: Figure 4.3, page 140

Hamrock, Jacobson and Schmid

Example 4.2

Figure 4.4 Circular cross section, used in Example 4.2.

1998 McGraw-Hill

text reference: Figure 4.4, page 141

Hamrock, Jacobson and Schmid

Parallel-Axis Theorem

Figure 4.5 Coordinates and distance used in describing


parallel-axis theorem.

1998 McGraw-Hill

text reference: Figure 4.5, page 142

Hamrock, Jacobson and Schmid

Example 4.3

Figure 4.6 Triangular cross section with circular hole


within it.
1998 McGraw-Hill

text reference: Figure 4.6, page 143

Hamrock, Jacobson and Schmid

Example 4.4

Figure 4.7 Circular cross-sectional


area relative to x-y coordinates,
used in Example 4.4.

1998 McGraw-Hill

text reference: Figure 4.7, page 144

Hamrock, Jacobson and Schmid

Centroid, Area Moment of Inertia and Area

Table 4.1 Centroid, area moment of inertia, and area for seven cross sections.
1998 McGraw-Hill

text reference: Table 4.1, page 146

Hamrock, Jacobson and Schmid

Centroid, Area Moment of Inertia and Area (cont.)

Table 4.1 Centroid, area moment of inertia, and area for seven cross sections
(part 2 of 2).
1998 McGraw-Hill

text reference: Table 4.1, page 146

Hamrock, Jacobson and Schmid

Mass Element

Figure 4.8 Mass element in threedimensional coordinates and


distance from the three axes.

1998 McGraw-Hill

text reference: Figure 4.8, page 147

Hamrock, Jacobson and Schmid

2D Mass Element

Figure 4.9 Mass element in two dimensional coordinates


and distance from the two axes.

1998 McGraw-Hill

text reference: Figure 4.9, page 147

Hamrock, Jacobson and Schmid

Mass and Mass Moment of Inertia

Table 4.2 Mass and mass moment of inertia for six solids.
1998 McGraw-Hill

text reference: Table 4.2, page 148

Hamrock, Jacobson and Schmid

Mass and Mass Moment of Inertia (cont.)

Table 4.2 Mass and mass moment of inertia for six solids.
1998 McGraw-Hill

text reference: Table 4.2, page 148

Hamrock, Jacobson and Schmid

Circular Bar with


Tensile Load

Figure 4.10 Circular bar with


tensile load applied.

1998 McGraw-Hill

text reference: Figure 4.10, page 149

Hamrock, Jacobson and Schmid

Twisting due to Applied Torque

Figure 4.11 Twisting of member due to


applied torque.

1998 McGraw-Hill

text reference: Figure 4.11, page 152

Hamrock, Jacobson and Schmid

Bending of a Bar

Figure 4.12 Bar made of


elastomeric material to illustrate
effect of bending. (a)
Undeformed bar; (b) deformed
bar.

1998 McGraw-Hill

text reference: Figure 4.12, page 156

Hamrock, Jacobson and Schmid

Bending in Cantilevered Bar

Figure 4.13 Bending occurring in cantilevered bar, showing neutral surface.

1998 McGraw-Hill

text reference: Figure 4.13, page 157

Hamrock, Jacobson and Schmid

Elements in Bending

Figure 4.14 Undeformed and deformed


elements in bending.

1998 McGraw-Hill

text reference: Figure 4.14, page 157

Hamrock, Jacobson and Schmid

Bending Stress Distribution

Figure 4.15 Profile view of bending stress variation.

1998 McGraw-Hill

text reference: Figure 4.15, page 158

Hamrock, Jacobson and Schmid

Example 4.10

Figure 4.16 U-shaped cross section experiencing bending moment,


used in Example 4.10.

1998 McGraw-Hill

text reference: Figure 4.16, page 159

Hamrock, Jacobson and Schmid

Curved Member in Bending

Figure 4.17 Curved member in bending. (a) Circumferential view; (b) crosssectional view.
1998 McGraw-Hill

text reference: Figure 4.17, page 161

Hamrock, Jacobson and Schmid

Cross Section of Curved Member

Figure 4.18 Rectangular cross


section of curved member.

1998 McGraw-Hill

text reference: Figure 4.18, page 162

Hamrock, Jacobson and Schmid

Development of Transverse Shear

Figure 4.19 How transverse shear is developed.

1998 McGraw-Hill

text reference: Figure 4.19, page 165

Hamrock, Jacobson and Schmid

Deformation due to
Transverse Shear

Figure 4.20 Cantilevered bar made of


highly deformable material and
marked with horizontal and vertical
grid lines to show deformation due to
transverse shear. (a) Undeformed; (b)
deformed.

1998 McGraw-Hill

text reference: Figure 4.20, page 166

Hamrock, Jacobson and Schmid

Moments and Stresses on Elements

Figure 4.21 Three-dimensional and profile views of moments and stresses


associated with shaded top segment of element that has been sectioned at y about
neutral axis. (a) Three-dimensional view; (b) profile view.

1998 McGraw-Hill

text reference: Figure 4.21, page 166

Hamrock, Jacobson and Schmid

Maximum Shear Stress

Table 4.3 Maximum shear


stress for different beam cross
sections.

1998 McGraw-Hill

text reference: Table 4.3, page 168

Hamrock, Jacobson and Schmid

Design of Shaft for Coil Slitter

Figure 4.22 Design of shaft for coil slitting line. (a) Illustration of coil slitting
line. From Tool and Manufacturing Engineers Handbook.
1998 McGraw-Hill

text reference: Figure 4.22, page 169

Hamrock, Jacobson and Schmid

Design of Shaft for Coil Slitter (cont.)

Figure 4.22 Design of shaft for coil slitting line. (b) knife and shaft detail; (c) freebody diagram of simplified shaft for case study. Illustration (b) is from Tool and
Manufacturing Engineers Handbook.

text reference: Figure 4.22, page 169


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Shear and Moment Diagrams

Figure 4.23 Shear diagram (a) and moment diagram (b) for idealized coil slitter
shaft.

1998 McGraw-Hill

text reference: Figure 4.23, page 170

Hamrock, Jacobson and Schmid

Mohrs Circle

Figure 4.24 Mohrs circle for location of maximum bending stress.

1998 McGraw-Hill

text reference: Figure 4.24, page 171

Hamrock, Jacobson and Schmid

Chapter 5: Deformation
Let me tell you the secret that has led me to my goal. My strength lies in my
tenacity.
Louis Pateur

Image: High speed photographs of a club striking a golf ball. Note the large
deformations in the golf ball.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Example 5.1

Figure 5.1 Cantilevered beam with concentrated force


applied at free end. Used in Example 5.1.

1998 McGraw-Hill

text reference: Figure 5.1, page 184

Hamrock, Jacobson and Schmid

Free Body Diagram of


Simply Supported Beam

Figure 5.2 Free-body diagram of force


anywhere between simply supported
ends. (a) Complete bar; (b) portion of
bar.

1998 McGraw-Hill

text reference: Figure 5.2, page 187

Hamrock, Jacobson and Schmid

Cantilevered Bar
with Partial
Distributed Load

Figure 5.3 Cantilevered bar with


unit step distribution over part of bar.
(a) Loads and deflection acting on
cantilevered bar; (b) free-body
diagram of forces and moments
acting on entire bar; (c) free-body
diagram of forces and moments
acting on portion of bar.

1998 McGraw-Hill

text reference: Figure 5.3, page 189

Hamrock, Jacobson and Schmid

Cantilever with Simply


Supported End

Figure 5.4 Cantilevered bar with other end


simply supported and with concentrated force
acting anywhere along bar. (a) Sketch of
assembly; (b) free-body diagram of entire bar;
(c) free-body diagram of part of bar.

1998 McGraw-Hill

text reference: Figure 5.4, page 191

Hamrock, Jacobson and Schmid

Deflection of Beams

Table 5.1 Deflection for


three different situations
when one end is fixed and
one end is free and two
different situations of simply
supported beams.

1998 McGraw-Hill

text reference: Table 5.1, page 193

Hamrock, Jacobson and Schmid

Deflection of Beams (cont.)

Table 5.1 Deflection for three different situations when one end is fixed and
one end is free and two different situations of simply supported beams.
1998 McGraw-Hill

text reference: Table 5.1, page 193

Hamrock, Jacobson and Schmid

Cantilever with Moment and


Concentrated Force

Figure 5.5 Bar fixed at one end and free at


other with moment applied to free end and
concentrated force at any distance from free
end. (a) Complete assembly; (b) free-body
diagram showing effect of concentrated
force; (c) free-body diagram showing
effect of moment.

1998 McGraw-Hill

text reference: Figure 5.5, page 194

Hamrock, Jacobson and Schmid

Normal Stress

Figure 5.6 Element subjected to


normal stress

1998 McGraw-Hill

text reference: Figure 5.6, page 195

Hamrock, Jacobson and Schmid

Shear Stress

Figure 5.7 Element subjected to shear stress.

1998 McGraw-Hill

text reference: Figure 5.7, page 197

Hamrock, Jacobson and Schmid

Strain Energy

Loading type
Axial

Bending

Factors involved
P, E, A

M , E, I

S train energy for


special case where
al l three factors
are constant with x
P2 l
U
2EA
U

M
2EI
2

Torsion

T, G, J

T l
U
2GJ

Transverse shear
(rectangular section)

V, G, A

3V2 l
U
5GA

General
expression for
strain energy
l

P2
U
dx
2EA
0
l

M2
U
dx
2EI
0
l

2
U
dx
2GJ
0
l

3V 2
U
dx
5GA
0

Table 5.2 Strain energy for four types of loading.

1998 McGraw-Hill

text reference: Table 5.2, page 200

Hamrock, Jacobson and Schmid

Example 5.8

Figure 5.8 Cantilevered bar with


concentrated force acting at distance b from
free end. (a) Coordinate system and
important points shown; (b) fictitious force
shown along with concentrated force.

1998 McGraw-Hill

text reference: Figure 5.8, page 203

Hamrock, Jacobson and Schmid

Example 5.9

Figure 5.9 Cable system arrangement. (a)


Entire assembly; (b) free-body diagram of
forces acting at point A.

1998 McGraw-Hill

text reference: Figure 5.9, page 204

Hamrock, Jacobson and Schmid

Example 5.10

Figure 5.10 Cantilevered bar with 90 bend acted upon by


horizontal force at free end.
1998 McGraw-Hill

text reference: Figure 5.10, page 205

Hamrock, Jacobson and Schmid

Design of
FOPS

Figure 5.11 Figures used in case


study. (a) Forklift truck; (b) FOPS
details (not to scale); (c) idealized
FOPS for analysis.

1998 McGraw-Hill

text reference: Figure 5.11, page 207

Hamrock, Jacobson and Schmid

FOPS Cross Brace Analysis

Figure 5.12 (a) Free-body; (b) shear; and (c) bending moment
diagrams for FOPS cross brace.

1998 McGraw-Hill

text reference: Figure 5.12, page 208

Hamrock, Jacobson and Schmid

Chapter 6: Failure Prediction for Static Loading


The concept of failure is central to the design
process, and it is by thinking in terms of
obviating failure that successful designs are
achieved.
Henry Petroski, Design Paradigms

Image: The Liberty Bell, a classic case of


brittle fracture.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Axial Load on Plate with Hole

Figure 6.1 Rectangular plate with hole subjected to axial load. (a) Plate with
cross-sectional plane. (b) Half of plate with stress distribution.

1998 McGraw-Hill

Text Reference: Figure 6.1, page 221

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Hole

Figure 6.2 Stress concentration factor for rectangular plate with central hole. (a)
Axial Load. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.2, page 222

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Hole (cont.)

Figure 6.2 Stress concentration factor for rectangular plate with central hole. (b)
Bending. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.2, page 222

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Fillet

Figure 6.3 Stress concentration factor for rectangular plate with fillet. (a) Axial
Load. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.3, page 223

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Fillet (cont.)

Figure 6.3 Stress concentration factor for rectangular plate with fillet. (b) Bending
Load. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.3, page 223

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Groove

Figure 6.4 Stress concentration factor for rectangular plate with groove. (a) Axial
Load. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.4, page 224

Hamrock, Jacobson and Schmid

Stress Concentrations for Plate with Groove (cont.)

Figure 6.4 Stress concentration factor for rectangular plate with groove. (b)
Bending. [Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.4, page 224

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Fillet

Figure 6.5 Stress concentration factor for round bar with fillet. (a) Axial load.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.5, page 225

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Fillet (cont.)

Figure 6.5 Stress concentration factor for round bar with fillet. (b) Bending.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.5, page 225

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Fillet (cont.)

Figure 6.5 Stress concentration factor for round bar with fillet. (c) Torsion.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.5, page 225

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Groove

Figure 6.6 Stress concentration factor for round bar with groove. (a) Axial load.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.6, page 226

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Groove (cont.)

Figure 6.6 Stress concentration factor for round bar with groove. (b) Bending.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.6, page 226

Hamrock, Jacobson and Schmid

Stress Concentrations for Bar with Groove (cont.)

Figure 6.6 Stress concentration factor for round bar with groove. (c) Torsion.
[Adapted from Collins (1981).]
1998 McGraw-Hill

Text Reference: Figure 6.6, page 226

Hamrock, Jacobson and Schmid

Stress Contours in Bar

Figure 6.7 Bar with fillet axially loaded showing stress contours through a flat
plate for (a) square corners, (b) rounded corners (c) small groove, and (d) small
holes.
1998 McGraw-Hill

Text Reference: Figure 6.7, page 229

Hamrock, Jacobson and Schmid

Modes of Crack Displacement

Figure 6.8 Three modes of crack displacement. (a) Mode I, opening; (b) mode II,
sliding; (c) mode III, tearing.

1998 McGraw-Hill

Text Reference: Figure 6.8, page 231

Hamrock, Jacobson and Schmid

Material

Yield S tress , S y

Fracture Toug hness , K ci

i
Mpa Toughness
ksi in
Mpa
m
Yield Stress and ksFracture
Data
Metals
Aluminum alloy
2024-T351
Aluminum alloy
7075-T651
Alloy steel 4340
tempered at 260C
Alloy steel 4340
tempered at 425C
Titanium alloy
Ti-6Al-4V

1 /2

1 /2

47

325

33

36

73

505

26

29

238

1640

45.8

50.0

206

1420

80.0

87.4

130

910

40-60

44-66

Ceramics
Aluminum oxide
Soda-lime glass
Concrete

2.7-4.8
0.64-0.73
0.18-1.27

3.0-5.3
0.7-0.8
0.2-1.4

Polymers
Polymethyl methacrylate
Polystyrene

0.9
0.73-1.0

1.0
0.8-1.1

Table 6.1 Yield stress and fracture toughness data for selected engineering
materials at room temperature [From ASM International (1989)].
1998 McGraw-Hill

Text Reference: Table 6.1, page 232

Hamrock, Jacobson and Schmid

Three Dimensional Yield Locus

Figure 6.9 Three dimensional yield locus for MSST and DET. [Adapted from Popov
(1968).]
1998 McGraw-Hill

Text Reference: Figure 6.9, page 236

Hamrock, Jacobson and Schmid

MSST for Biaxial Stress State


Figure 6.10 Graphical
representation of
maximum-shear-stress
theory (MSST) for
biaxial stress state (z=0)

1998 McGraw-Hill

Text Reference: Figure 6.10, page 237

Hamrock, Jacobson and Schmid

DET for Biaxial Stress State


Figure 6.11 Graphical
representation of distortionenergy-theory (DET) for
biaxial stress state (z=0)

1998 McGraw-Hill

Text Reference: Figure 6.11, page 238

Hamrock, Jacobson and Schmid

Example 6.6

Figure 6.12 Rear wheel suspension used in Example 6.6.

1998 McGraw-Hill

Text Reference: Figure 6.12, page 238

Hamrock, Jacobson and Schmid

Example 6.7

Figure 6.13 Cantilevered, round bar with


torsion applied to free end (used in Example
6.7). (a) Bar with coordinates and load; (b)
stresses acting on element; (c) Mohrs circle
representation of stresses.
1998 McGraw-Hill

Text Reference: Figure 6.13, page 240

Hamrock, Jacobson and Schmid

Example 6.8

Figure 6.14 Cantilevered, round bar with


torsion and transfer force applied to free end
(used in Example 6.8). (a) Bar with
coordinates and loads; (b) stresses acting on
top of bar and at wall; (c) Mohrs circle
representation of stresses.
1998 McGraw-Hill

Text Reference: Figure 6.14, page 241

Hamrock, Jacobson and Schmid

MNST Theory for Biaxial Stress State

Figure 6.15 Graphical representation


of maximum-normal-stress theory
(MNST) for biaxial stress state (z=0)

1998 McGraw-Hill

Text Reference: Figure 6.15, page 243

Hamrock, Jacobson and Schmid

Internal Friction and Modified Mohr Theory


Figure 6.16 Internal friction
theory and modified Mohr theory
for failure prediction of brittle
materials.

1998 McGraw-Hill

Text Reference: Figure 6.16, page 244

Hamrock, Jacobson and Schmid

Comparison of Failure Theories to Experiments

Figure 6.17: Comparison of experimental results to failure criterion. (a)


Brittle fracture. (b) ductile yielding.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Inserted Total Hip Replacement

Figure 6.18 Inserted total hip replacement.

1998 McGraw-Hill

Text Reference: Figure 6.18, page 247

Hamrock, Jacobson and Schmid

Dimensions of Femoral
Implants

Figure 6.19 Dimensions of femoral


implants (in inches).

1998 McGraw-Hill

Text Reference: Figure 6.19, page 248

Hamrock, Jacobson and Schmid

Sections of Implant Analyzed for Static Failure

Figure 6.20 Section of femoral stem analyzed


for static failure.

1998 McGraw-Hill

Text Reference: Figure 6.20, page 248

Hamrock, Jacobson and Schmid

Chapter 7: Failure Prediction for Cyclic and


Impact Loading

All machines and structural


designs are problems in
fatigue because the forces of
Nature are always at work
and each object must respond
in some fashion.
Carl Osgood, Fatigue
Design

Image: Aloha Airlines flight 243, a Boeing 737-200, taken April 28, 1988. The midflight fuselage failure was caused by corrosion assisted fatigue.
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

On the Bridge!

Figure 7.1 On the Bridge, an illustration from Punch magazine in 1891 warning the
populace that death was waiting for them on the next bridge. Note the cracks in the iron
bridge. [From Petroski (1992).]

1998 McGraw-Hill

Text Reference: Figure 7.1, page 259

Hamrock, Jacobson and Schmid

Cyclic Stress

Figure 7.2 Variation in nonzero cyclic mean stress.

1998 McGraw-Hill

Text Reference: Figure 7.2, page 261

Hamrock, Jacobson and Schmid

Cyclic Properties of Some Metals

Material
Steel
1015
4340
1045
1045
1045
1045
4142
4142
4142
4142
4142
A luminum
1100
2014
2024
5456
7075
a

Conditio n

Yield
strength,
Sy
Mpa

Fatigue
strength,
f,
Mpa

Fatigue
Fatigue
ductility
strength
coefficient exponent,
f
a

Fatigue
ductility
exponent,

Normalized
Tempered
Q&Ta 80F
Q&T 360 F
Q&T 500 F
Q&T 600 F
Q&T 80F
Q&T 400 F
Q&T 600 F
Q&T 700 F
Q&T 840 F

228
1 172
1 720
1 275
965
2 070
1 720
1 340
1 070
900

82 7
1655
2140
2720
2275
1790
2585
2650
2170
2000
1550

0.95
0.73
0.07
0.25
0.35
0.07
0.09
0.40
0.45

-0.110
-0.076
-0.065
-0.055
-0.080
-0.070
-0.075
-0.076
-0.081
-0.080
-0.080

-0.64
-0.62
-1.00
-0.60
-0.68
-0.69
-1.00
-0.76
-0.66
-0.73
-0.75

Annealed
T6
T351
H3 11
T6

97
462
379
234
469

19 3
84 8
1103
72 4
1317

1.80
0.42
0.22
0.46
0.19

-0.106
-0.106
-0.124
-0.110
-0.126

-0.69
-0.65
-0.59
-0.67
-0.52

Quenched and tempered

Table 7.1 Cyclic properties of some metals [From Shigley and Mischke
(1989) and Suresh (1991)]
1998 McGraw-Hill

Text Reference: Table 7.1, page 263

Hamrock, Jacobson and Schmid

R.R. Moore Specimen

Figure 7.3 R.R. Moore machine fatigue test specimen.

1998 McGraw-Hill

Text Reference: Figure 7.3, page 264

Hamrock, Jacobson and Schmid

Fatigue Strength vs. Cycles to Failure

Figure 7.4 Fatigue strengths as a function of number of loading cycles. (a)


Ferrous alloys, showing clear endurance limit.

1998 McGraw-Hill

Text Reference: Figure 7.4, page 266

Hamrock, Jacobson and Schmid

Fatigue Strength vs. Cycles to Failure (cont.)

Figure 7.4 Fatigue strengths as a function of number of loading cycles. (b)


Aluminum alloys, with less pronounced knee and no endurance limit.

1998 McGraw-Hill

Text Reference: Figure 7.4, page 266

Hamrock, Jacobson and Schmid

Fatigue Strength vs. Cycles to Failure (cont.)

Figure 7.4 Fatigue strengths as a function of number of loading cycles. (c)


Selected properties of assorted polymer classes.

1998 McGraw-Hill

Text Reference: Figure 7.4, page 266

Hamrock, Jacobson and Schmid

Endurance Limit vs. Ultimate Strength

Figure 7.5 Endurance limit as a function of ultimate strength for wrought steels.

1998 McGraw-Hill

Text Reference: Figure 7.5, page 267

Hamrock, Jacobson and Schmid

Approximate Endurance Limit


for Various Materials
Material
Magnesium alloys
Copper alloys
Nickel alloys
Titanium
Aluminum alloys

Number of Cycles
108
108
108
107
5 x 108

Relation
Se=0.35S u
0. 25S u < Se <0.5 S u
0.35 S u < Se <0.65 S u
0.45 S u < Se <0.65 S u
S e =0. 45 S u (S u <48ksi)
Se =19 ksi (S u 48ksi)

Table 7.2 Approximate endurance limit for various materials


[From Juvinall and Marshek (1991)].

1998 McGraw-Hill

Text Reference: Table 7.2, page 267

Hamrock, Jacobson and Schmid

Notch Sensitivity

Figure 7.6 Notch sensitivity as a function of notch radius for several materials
and types of loading. [From Sines and Waisman (1959)].
1998 McGraw-Hill

Text Reference: Figure 7.6, page 272

Hamrock, Jacobson and Schmid

Surface Finish Factors

Figure 7.7 Surface finish factors


for steel (a) Function of ultimate
strength in tension for different
machine processes. [From Shigley
and Mitchell (1983).]

1998 McGraw-Hill

Text Reference: Figure 7.7, page 273

Hamrock, Jacobson and Schmid

Surface Finish Factors (cont.)

Figure 7.7 Surface finish factors for steel (b) Function of ultimate strength and
surface roughness as measured with a stylus profilometer. [From Johnson (1967).]

1998 McGraw-Hill

Text Reference: Figure 7.7, page 274

Hamrock, Jacobson and Schmid

Manufacturing
Proces s
Grinding
Machining or cold
drawing
Hot rolling
None (as forged)

Surface Factor
Finish
FactorExponent f
e
Mpa
1.58
4.51

ks i
1.34
2.70

-0.085
-0.265

57.7
272.0

14.4
39.9

-0.718
-0.995

Table 7.3 Surface finish factor [From Shigley and Mischke (1989)].

Usage:
kf=e(Sut)f (ref: Eq. 7.21)

1998 McGraw-Hill

Text Reference: Table 7.3, page 274

Hamrock, Jacobson and Schmid

Reliability Correction Factors


Probability of
survival, percent
50
90
95
99
99. 9
99.99

1998 McGraw-Hill

Reliability facto r,
kr
1.00
0.90
0.87
0.82
0.75
0.70

Table 7.4 Reliability correction


factors for six probabilities of
survival.

Text Reference: Table 7.4, page 275

Hamrock, Jacobson and Schmid

Example 7.4

Figure 7.8 Tensile-loaded bar. (a) Unnotched; (b) notched.

1998 McGraw-Hill

Text Reference: Figure 7.8, page 277

Hamrock, Jacobson and Schmid

Influence of Non-Zero Mean Stress

Figure 7.9 Influence of nonzero mean stress on fatigue life for


tensile loading as estimated by four empirical relationships.

1998 McGraw-Hill

Text Reference: Figure 7.9, page 280

Hamrock, Jacobson and Schmid

Modified Goodman Diagram

Figure 7.10 Complete


modified Goodman diagram,
plotting stress as ordinate and
mean stress as abscissa.

1998 McGraw-Hill

Text Reference: Figure 7.10, page 283

Hamrock, Jacobson and Schmid

Example 7.7

Figure 7.11 Modified Goodman diagram for Example 7.7.

1998 McGraw-Hill

Text Reference: Figure 7.11, page 285

Hamrock, Jacobson and Schmid

Alternating Stress Ratio vs. Mean Stress Ratio

Figure 7.12 Alternating stress ratio as a function of mean stress


ratio for axially loaded cast iron.

1998 McGraw-Hill

Text Reference: Figure 7.12, page 287

Hamrock, Jacobson and Schmid

Correction
Factor Y

Figure 7.13 Correction factor Y to compensate for plate width in fracture mechanics
approach to fatigue crack propogation. [From Suresh (1991).]
1998 McGraw-Hill

Text Reference: Figure 7.13, page 289

Hamrock, Jacobson and Schmid

Properties vs. Strain Rate

Figure 7.14 Mechanical properties of mild steel at room temperature as


a function of average strain rate. [From Manjoine (1994).]
1998 McGraw-Hill

Text Reference: Figure 7.14, page 291

Hamrock, Jacobson and Schmid

Example 7.10

Figure 7.15 Diver impacting diving board, used in Example 7.10. (a) Side
view; (b) front view; (c) side view showing forces and coordinates.

1998 McGraw-Hill

Text Reference: Figure 7.15, page 293

Hamrock, Jacobson and Schmid

Brake Stud

Figure 7.16 Dimensions of existing brake stud design. Note that


no radius has been specified at point A-A.

1998 McGraw-Hill

Text Reference: Figure 7.16, page 296

Hamrock, Jacobson and Schmid

Applied Loads and Resultant Stress Cycle

Figure 7.17 Press brake loads. (a) Shear and bending moment diagram for
applied load; (b) stress cycle.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Chapter 8: Lubrication, Friction and Wear


...among all those who have written on the
subject of moving forces, probably not a single
one has given sufficient attention to the effect of
friction in machines...
Guillaume Amontons (1699)

Image: The Space Shutte blasts off.


Complicated mechanical systems such as this
are impossible without sophistication in
tribology.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Conformal Surfaces

Figure 8.1 Conformal Surfaces

1998 McGraw-Hill

Text Reference: Figure 8.1, page 309

Hamrock, Jacobson and Schmid

Nonconformal Surfaces

Figure 8.2 Nonconformal surfaces.

1998 McGraw-Hill

Text Reference: Figure 8.2, page 309

Hamrock, Jacobson and Schmid

Hydrodynamic Lubrication

1998 McGraw-Hill

Text Reference: Figure 8.3, page 310

Hamrock, Jacobson and Schmid

Pressure Development in
Hydrodynamic Lubrication

Figure 8.4 Mechanism of pressure development for hydrodynamic


lubrication. (a) Slider bearing; (b) squeeze film bearing; (c) externally
pressurized bearing.

1998 McGraw-Hill

Text Reference: Figure 8.4, page 311

Hamrock, Jacobson and Schmid

Hard EHL

Figure 8.5 Characteristics of hard


elastohydrodynamic lubrication.
[Adapted from Hamrock (1993).]

1998 McGraw-Hill

Text Reference: Figure 8.5, page 312

Hamrock, Jacobson and Schmid

Soft EHL

Figure 8.6 Characteristics of soft


elastohydrodynamic lubrication.
[Adapted from Hamrock (1993).]

1998 McGraw-Hill

Text Reference: Figure 8.6, page 313

Hamrock, Jacobson and Schmid

Film Conditions Required for Lubrication

Figure 8.7 Film conditions required for lubrication. (a) Fluid film lubrication surfaces separated by bulk lubricant film; (b) partial lubrication - both bulk lubricant
and boundary film play a role; (c) boundary lubrication - performance depends
essentially on boundary film.

1998 McGraw-Hill

Text Reference: Figure 8.7, page 314

Hamrock, Jacobson and Schmid

Friction Coefficient for Various


Lubrication Conditions

Figure 8.8 Bar diagram showing


coefficient of friction for various
lubrication conditions.

1998 McGraw-Hill

Text Reference: Figure 8.8, page 314

Hamrock, Jacobson and Schmid

Wear Rate for Various Lubrication Regimes

Figure 8.9 Wear rate for various lubrication regimes.

1998 McGraw-Hill

Text Reference: Figure 8.9, page 315

Hamrock, Jacobson and Schmid

Surface Profile

Figure 8.10 Surface profile showing surface height variation


relative to mean reference line.

1998 McGraw-Hill

Text Reference: Figure 8.10, page 316

Hamrock, Jacobson and Schmid

Arithmetic average, Ra

Typical Surface Roughnesses


m
in

Process es
Sand casting; hot rolling
Sawing
Planing and shaping
Forging
Drilling
Milling
Boring; turning
Broaching; reaming; cold rolling;
drawing
Die casting
Grinding, coarse
Grinding, fine
Honing
Polishing
Lapping
Components
Gears
Plain bearings - journal (runner)
Plain bearings - bearing (pad)
Rolling bearings - rolling elements
Rolling bearings - tracks

12. 5-25
3.2-25
0.8-25
3. 2-12.5
1.6-6. 3
0.8-6. 3
0.4-6. 3
0.8-3. 2

500-1000
128-1000
32-1000
128-500
64-250
32-250
16-250
32-128

0.8-1. 6
0.4-1. 6
0.1-0. 4
0. 03-0.4
0. 02-0.2
0.005-0. 1

32-64
16-64
4-16
1.2-16
0. 8-8
0. 2-4

0. 25-10
0. 12-0.5
0.25-0. 12
0. 015-0.12
0.1-0. 3

10-400
5-20
10-50
0. 6-5
4-12

Table 8.1 Typical arithmetic average surface roughness for various processes
and machine components [Adapted from Hamrock (1991).]
1998 McGraw-Hill

Text Reference: Table 8.1, page 317

Hamrock, Jacobson and Schmid

Slider Bearing

Figure 8.11 Slider bearing illustrating absolute viscosity.

1998 McGraw-Hill

Text Reference: Figure 8.11, page 319

Hamrock, Jacobson and Schmid

Viscosity Conversion
To conv ert
f ro m
cP
kgf-s/m2
N-s/m 2
lbf-s/in2

cP
1
9.807 x 103
103
6.9 x 106

To

kgf-s/m
N-s/m 2
Multiply by
1. 02 x 10-4
10-3
1
9. 807
-1
1. 02 x 10
1
2
7.03 x 10
6.9 x 103

lbf-s/in2
1.45 x 10 -7
1.422 x 10-3
1.45 x 10 -4
1

Table 8.2 Absolute viscosity conversion factors.

1998 McGraw-Hill

Text Reference: Table 8.2, page 320

Hamrock, Jacobson and Schmid

Absolute Viscosities of
Various Fluids

Figure 8.12 Absolute viscosities of a


number of fluids for wide range of
temperatures.

1998 McGraw-Hill

Text Reference: Figure 8.12, page 323

Hamrock, Jacobson and Schmid

Absolute and Kinematic Viscosities of 11 Fluids


Fluid

Temperature, tm , C
38

Advanced ester
Formulated advanced ester
Polyalkyl aromatic
Synthetic paraffinic oil (lot 3)
Synthetic paraffinic oil (lot 4)
Synthetic paraffinic oil (lot 2) plus
antiwear additive
Synthetic paraffinic oil (lot 4) plus
antiwear additive
C-ether
Superrefined naphthenic mineral oil
Synthetic hydrocarbon (traction fluid)
Fluorinated polyether

99
149
Absolute viscosity at p=0,
0 ,
cP
25.3
4.75
2.06
27.6
4.96
2.15
25.5
4.08
1.80
414
34.3
10.9
375
34.7
10.1
370
32.0
9.93

38
99
149
Kinematic viscosity at p=0,
k,
m2 /s
2.58 x 10-5
0.51 x 10-5
0.23 x 10-5
-5
-5
2.82 x 10
0.53 x 10
0.24 x 10-5
-5
-5
3.0 x 10
0.50 x 10
0.23 x 10-5
-5
-5
49.3 x 10
4.26 x 10
1.4 x 10-5
-5
-5
44.7 x 10
4.04 x 10
1.3 x 10-5
-5
-5
44.2 x 10
4.00 x 10
1.29 x 10-5

375

34.7

10.1

44.7 x 10-5

4.04 x 10-5

1.3 x 10-5

29.5
68.1
34.3
181

4.76
6.86
3.53
20.2

2.20
2.74
1.62
6.68

2.5 x 10-5
7.8 x 10-5
3.72 x 10-5
9.66 x 10-5

0.41 x 10-5
0.82 x 10-5
0.40 x 10-5
1.15 x 10-5

0.20 x 10-5
0.33 x 10-5
0.19 x 10-5
0.4 x 10-5

Table 8.3 Absolute and kinematic viscosities of 11 fluids at


atmospheric pressure and 3 temperatures [Adapted from Jones et
al. (1975).]

1998 McGraw-Hill

Text Reference: Table 8.3, page 324

Hamrock, Jacobson and Schmid

Fluid Designations
Fluid
Advanced ester
Formulated advanced ester
Polyalkyl aromatic
Synthetic paraffinic oil (lot 3)
Synthetic paraffinic oil (lot 4)
Synthetic paraffinic oil (lot 2) plus
antiwear additive
Synthetic paraffinic oil (lot 4) plus
antiwear additive
C-ether
Superrefined naphthenic mineral oil
Synthetic hydrocarbon (traction
fluid)
Fluorinated polyether

Manufacturer
Shell Oil Co.
Shell Oil Co.
Continental Oil Co.
Mobil Oil Co.
Mobil Oil Co.
Mobil Oil Co.

Designation
Aeroshell turbine oil 555 (base oil)
Aeroshell turbine oil 555 (WRGL-358)
DN-600
XRM 109-F3
XRM 109-F4
XRM 177-F2

Mobil Oil Co.

XRM 177-F4

Monsanto Oil Co.


Humble Oil and
Refining Co.
Monsanto Co.

MCS-418
FN 2961

DuPont Co.

PR 143 AB (lot 10)

MCS-460

Table 8.4 Fluids with manufacturers designation [Adapted from Jones et al. (1975).]

1998 McGraw-Hill

Text Reference: Table 8.4, page 324

Hamrock, Jacobson and Schmid

Fluid

Temperature, t m , C

Pressure-Viscosity Coefficients
38

Advanced ester
Formulated advanced ester
Polyalkyl aromatic
Synthetic paraffinic oil (lot 3)
Synthetic paraffinic oil (lot 4)
Synthetic paraffinic oil (lot 2) plus
antiwear additive
Synthetic paraffinic oil (lot 4) plus
antiwear additive
C-ether
Superrefined naphthenic mineral oil
Synthetic hydrocarbon (traction fluid)
Fluorinated polyether

1.28 x
1.37 x
1.58 x
1.77 x
1.99 x
1.81 x

-8

10
-8
10
-8
10
-8
10
10- 8
10- 8

99
149
Pressure-viscosity coef ficient,
,
m2/N
-8
-8
0.98 x 10
0.851 x 10
-8
-8
1.00 x 10
0.874 x 10
-8
-8
1.25 x 10
1.01 x 10
-8
-8
1.51 x 10
1.09 x 10
1.51 x 10-8
1.29 x 10-8
1.37 x 10-8
1.13 x 10-8

1.96 x 10- 8

1.55 x 10-8

-8

0.980 x 10
-8
1.54 x 10
-8
1.71 x 10
-8
3.24 x 10

1.80 x
2.51 x
3.12 x
4.17 x

10
-8
10
-8
10
-8
10

-8

1.25 x 10-8
-8

0.795 x 10
-8
1.27 x 10
-8
0.939 x 10
-8
3.02 x 10

Table 8.5 Pressure-viscosity coefficients of 11 fluids at 3 temperatures [Adapted from


Jones et al. (1975).]
1998 McGraw-Hill

Text Reference: Table 8.5, page 325

Hamrock, Jacobson and Schmid

Viscosities of SAE Oils

Figure 8.13 Absolute viscosities of SAE


lubricating oils at atmospheric pressure.

1998 McGraw-Hill

Text Reference: Figure 8.13, page 326

Hamrock, Jacobson and Schmid

Geometry of Contacting Solids

Figure 8.14 Geometry of contacting


elastic solids.

1998 McGraw-Hill

Text Reference: Figure 8.14, page 327

Hamrock, Jacobson and Schmid

Radii of Curvature Sign Convention

Figure 8.15 Sign designation for radii of


curvature of various machine elements.
(a) Rolling elements; (b) ball bearing
races; (c) rolling bearing races.

1998 McGraw-Hill

Text Reference: Figure 8.15, page 328

Hamrock, Jacobson and Schmid

Pressure Distribution in Ellipsoidal Contact

Figure 8.16 Pressure distribution in ellipsoidal contact.

1998 McGraw-Hill

Text Reference: Figure 8.16, page 331

Hamrock, Jacobson and Schmid

Simplified Contact Equations

Table 8.6 Simplified


equations [Adapted from
Hamrock and Brewe (1983).]

1998 McGraw-Hill

Text Reference: Table 8.6, page 331

Hamrock, Jacobson and Schmid

Ellipticity Parameter vs. Radius Ratio

Figure 8.17 Variation of ellipticity parameter and elliptic integrals of first and
second kinds as function of radius ratio.

1998 McGraw-Hill

Text Reference: Figure 8.17, page 331

Hamrock, Jacobson and Schmid

Friction Force

Figure 8.18 Friction force in (a) rolling and (b) sliding.

1998 McGraw-Hill

Text Reference: Figure 8.18, page 336

Hamrock, Jacobson and Schmid

Typical Friction Coefficients


Se lf-mate d me tals in air
Gold
Silver
T in
Aluminum
Copper
Indium
Magnesium
Lead
Cadmium
Chromium
Pure me tals and alloys sliding on ste e l (0.13% carbon) in air
Silver
Aluminum
Cadmium
Copper
Chromium
Indium
Lead
Copper - 20% lead
White metal (tin based)
White metal (lead based)
-brass (copper-30zinc)
Leaded / brass (copper-40% zinc)
Gray cast iron
Mild steel (0.13%carbon)

Coe fficie nt
of Friction

2.5
0.8-1
1
0.8-1.2
0.7-1.4
2
0.5
1.5
0.5
0.4

0.5
0.5
0.4
0.8
0.5
2
1.2
0.2
0.8
0.5
0.5
0.2
0.4
0.8

Table 8.7 Typical coefficients of friction for combinations of unlubricated


metals in air [Adapted from Hutchings (1992).]
1998 McGraw-Hill

Text Reference: Table 8.7, page 337

Hamrock, Jacobson and Schmid

Conical Asperity

Figure 8.19 Conical asperity having mean angle and its


effect on normal and frictional loads. Also simulates
abrasive wear.

1998 McGraw-Hill

Text Reference: Figure 8.19, page 339

Hamrock, Jacobson and Schmid

Example 8.10

Figure 8.20 Used in Example 8.10 (a) Two


roofs having slope with gangway. (b)
Resultant force of gangway and person. (c)
Free-body diagram of all forces acting on
gangway.

1998 McGraw-Hill

Text Reference: Figure 8.20, page 340

Hamrock, Jacobson and Schmid

Adhesive Wear

Figure 8.21 Adhesive wear simulation.

1998 McGraw-Hill

Text Reference: Figure 8.21, page 343

Hamrock, Jacobson and Schmid

Rubbing Friction and Adhesive Wear Coefficients


Rubbing Materials
Gold on gold
Cop per on cop per
M ild steel on mild steel
Brass on hard steel
Lead on steel
Polytetrafluoroethy lene on steel
Stainless steel on hard steel
Tungsten carbide on tungsten carbide
Polyethylene on steel

Coefficient of
friction,
2.5
1.2
0.6
0.3
0.2
0.2
0.5
0.35
0.3

Adhesive wear
constant, k 1
0.1-1
0.01-0.1
10-2
10-3
2 x 10-5
2 x 10-5
2 x 10-5
10-6
10-8-10-7

Table 8.8 Coefficients of rubbing friction and adhesive wear


coefficients for nine rubbing materials.

1998 McGraw-Hill

Text Reference: Table 8.8 , page 344

Hamrock, Jacobson and Schmid

Fatigue Wear
Figure 8.22 Fatigue wear
simulation.

1998 McGraw-Hill

Text Reference: Figure 8.22, page 346

Hamrock, Jacobson and Schmid

Pin-On-Disk Test

Figure 8.23 (a) Illustration of a pin-on-disk wear test. (b) Detail of pin, with dashed
line showing the worn surface.

1998 McGraw-Hill

Text Reference: Figure 8.23, page 347

Hamrock, Jacobson and Schmid

Test

1
2
3
4
5
6
7
8

Test Data Used in Case Study


Material

A
A
A
B
B
C
D
E

Sliding
Speed of
Disk
30
30
60
30
60
60
60
60

Contact
Force, N
100
200
200
100
100
100
200
100

Test
Duration,
min
350
100
60
480
480
480
480
240

Wear scar,
mm
9.70
8.81
16.01
12.63
15.27
15.89
20.83
13.02

Table 8.9 Test data for aircraft braking system used in case study.

1998 McGraw-Hill

Text Reference: Table 8.9, page 347

Hamrock, Jacobson and Schmid

Tes t
k f/H x 10-8

Wear Coefficients from Case Study


1
1. 317

2
1. 57

3
14. 26

4
2. 76

5
2. 9

6
3. 44

7
5. 11

8
3. 12

Table 8.10 Test results of wear coefficient divided by hardness used in case study.

1998 McGraw-Hill

Text Reference: Table 8.10, page 348

Hamrock, Jacobson and Schmid

Chapter 9: Columns
And as imagination bodies forth the
forms of things unknown,
The poets pen turns them to shapes
And gives to airy nothingness a local
habitation and a name.
William Shakespeare, A Midsummer
Nights Dream.

Image: Columns from the Alhambra in Granada, Spain.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Equilibrium Regimes

Figure 9.1 Depiction of equilibrium regimes. (a) Stable; (b) neutral; (c)
unstable.

1998 McGraw-Hill

Text Reference: Figure 9.1, page 360

Hamrock, Jacobson and Schmid

Example 9.1

Figure 9.2 Pendulum used in Example


9.1.

1998 McGraw-Hill

Text Reference: Figure 9.2, page 361

Hamrock, Jacobson and Schmid

Pin Ended Column


Figure 9.3 Column with pinned
ends. (a) Assembly; (b)
deformation shape; (c) load
acting.

1998 McGraw-Hill

Text Reference: Figure 9.3, page 362

Hamrock, Jacobson and Schmid

Buckling of Rectagular Section

Figure 9.4 Buckling of rectangular section.

1998 McGraw-Hill

Text Reference: Figure 9.4, page 364

Hamrock, Jacobson and Schmid

Effective Lengths in Buckling

Table 9.1 Effective lengths for four end conditions.


1998 McGraw-Hill

Text Reference: Table 9.1, page 366

Hamrock, Jacobson and Schmid

Normal Stress vs. Slenderness Ratio

Figure 9.5 Normal stress as function of slenderness ratio obtained by Euler, and
Johnson, and AISC equations, as well as yield strength.

1998 McGraw-Hill

Text Reference: Figure 9.5, page 368

Hamrock, Jacobson and Schmid

Example 9.3
Figure 9.6 Cross-section areas drawn
to scale from results of Example 9.3,
as well as critical buckling load for
each cross sectional area.

1998 McGraw-Hill

Text Reference: Figure 9.6, page 371

Hamrock, Jacobson and Schmid

Eccentrically Loaded Column


Figure 9.7 Eccentrically loaded
column. (a) Eccentricity; (b)
statically equivalent bending
moment; (c) free-body diagram
through arbitrary section.

1998 McGraw-Hill

Text Reference: Figure 9.7, page 374

Hamrock, Jacobson and Schmid

Stress Variation with Slenderness Ratio


Figure 9.8 Stress variation with
slenderness ratio for five
eccentricity ratios. Structural
steel is assumed with E=29 x
106 psi and Sy=36 x 103 psi.

1998 McGraw-Hill

Text Reference: Figure 9.8, page 376

Hamrock, Jacobson and Schmid

Cylinder for Telescoping Boom.

Figure 9.9 Mobile hydraulic boom crane used in case study 9.1.

1998 McGraw-Hill

Text Reference: Figure 9.9, page 378

Hamrock, Jacobson and Schmid

Chapter 10: Stresses and Deformations


in Cylinders
In all things, success depends on previous
preparation. And without such preparation
there is sure to be failure.
Confucius, Analects.

Image: Beverage cans. Along with food


container, these are the most common pressure
vessels.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

C lass
1

De scription
Loose

Type
Clearance

Free

Clearance

Medium

Clearance

Snug

Clearance

Wringing

Interference

T ight

Interference

Medium

Interference

Heavy force
or shrink

Interference

Applications
Where accuracy is not essential, such as in roadbuilding and mining equipment.
In rotating journals with speeds of 600 rpm or
greater, such as in engines and some automotive
parts.
In rotating journals with speeds under 600 rpm, such
as in accurate machine tools and precise automotive
parts.
Where small clearance is permissible and where
moving parts are not intended to move freely under
load.
Where light tapping with a hammer is necessary to
assemble the parts.
In semipermanent assemblies suitable for drive of
shrink fits on light sect ions.
Where considerable pressure is needed to assemble
and for shrink fits of medium sections; suitable for
press fits on generator and motor armatures and for
car wheels.
Where considerable bonding between surfaces is
required, such as locomotive wheels and heavy
crankshaft disks of large engines

Classes of Fit

Table 10.1 Classes of fit.


1998 McGraw-Hill

Text Reference: Table 10.1, page 387

Hamrock, Jacobson and Schmid

H ub
t olerance, tl,h
0.0025d1 /3
0.0013d1 /3
0.0008d1 /3
0.0006d1 /3
0.0006d1 /3
0.0006d1 /3
0.0006d1 /3
0.0006d1 /3

Shaf t
toler ance, tl ,s
0.0025d1/3
0.0013d1/3
0.0008d1/3
0.0004d1/3
0.0004d1/3
0.0006d1/3
0.0006d1/3
0.0006d1/3

Tolerances in Inches for


Classes of Fit
Cla ss
1
2
3
4
5
6
7
8

Allowan ce, a
0.0025d2/3
0.0014d2/3
0.0009d2/3
0.000
- -- -- -- --

Inte rference,
--------0.000
0.00025d
0.0005d
0.0010d

Table 10.2 Recommended tolerance in inches for classes of fit.

Class
1
2
3
4
5
6
7
8

Allowance, a
0.0073d2/3
0.0041d2/3
0.0026d2/3
0.000
---------

Interfe re nce,
--------0.000
0.00025d
0.0005d
0.0010d

Hub
tolerance, tl,h
0.021d1/3
0.0112d1/3
0.0069d1/3
0.0052d1/3
0.0052d1/3
0.0052d1/3
0.0052d1/3
0.0052d1/3

Shaft
tolerance, tl,s
0.0216d1/3
0.0112d1/3
0.0069d1/3
0.0035d1/3
0.0035d1/3
0.0052d1/3
0.0052d1/3
0.0052d1/3

Table 10.3 Recommended tolerance in millimeters for clases of fit.


1998 McGraw-Hill

Text Reference: Table 10.2 & 10.3, page 388

Hamrock, Jacobson and Schmid

Shaft and Hub Diameters


Type of Fit
Clearance
Interference

Hub Diame te r
Maximum,
Minimu m,
d h,max
dh,min
d+tlh
d
d+tlh
d

S haft Diamete r
Maximum,
Minimu m,
d s,max
d s,min
d-a
d-a-t ls
d++t ls
d+

Table 10.4 Maximum and minimum diameters of shaft and hub for two types of
fit.

1998 McGraw-Hill

Text Reference: Table 10.4, page 389

Hamrock, Jacobson and Schmid

Internally Pressurized Thin-Walled Cyclinder

Figure 10.1 Internally pressurized thin-walled cylinder. (a) Stresses acting on


cylinder; (b) stresses acting on element.

1998 McGraw-Hill

Text Reference: Figure 10.1, page 390

Hamrock, Jacobson and Schmid

Internally Pressurized Thin Walled Cylinder

Figure 10.2 Front view of internally pressurized, thin-walled cylinder.

1998 McGraw-Hill

Text Reference: Figure 10.2, page 391

Hamrock, Jacobson and Schmid

Thick Walled Cylinder

Figure 10.3 Complete front view of thick-walled cylinder internally and externally
pressurized. (a) With stresses acting on cylinder; (b) with stresses acting on element.
1998 McGraw-Hill

Text Reference: Figure 10.3, page 394

Hamrock, Jacobson and Schmid

Polar Element of Thick Walled Cylinder

Figure 10.4 Cylindrical polar


element before and after deformation.

1998 McGraw-Hill

Text Reference: Figure 10.4, page 394

Hamrock, Jacobson and Schmid

Stresses in Thick Walled Cylinder

Figure 10.5 Internally pressurized,


thick-walled cylinder showing
circumferential (hoop) and radial
stresses for various radii. [Juvinall
(1967).]

1998 McGraw-Hill

Text Reference: Figure 10.5, page 397

Hamrock, Jacobson and Schmid

Stresses in Externally
Pressurized Cylinder

Figure 10.6 Externally pressurized, thickwalled cylinder showing circumferential


(hoop) and radial stresses for various radii.
[Juvinall (1967).]

1998 McGraw-Hill

Text Reference: Figure 10.6, page 399

Hamrock, Jacobson and Schmid

Stresses in Rotating Cylinder


Figure 10.7 Stresses in rotating
cylinder with central hole and no
pressurization. [Juvinall (1967).]

1998 McGraw-Hill

Text Reference: Figure 10.7, page 401

Hamrock, Jacobson and Schmid

Rotating Solid Cylinder Stresses

Figure 10.8 Stresses in rotating solid cylinder


with no pressurization. [Juvinall (1967).]

1998 McGraw-Hill

Text Reference: Figure 10.8, page 403

Hamrock, Jacobson and Schmid

Side View of Press Fit

Figure 10.9 Side view showing interference in press fit of hollow shaft to hub.

1998 McGraw-Hill

Text Reference: Figure 10.9, page 404

Hamrock, Jacobson and Schmid

Interference Fit

Figure 10.10 Front view showing (a) cylinder assembled


with an interference fit and (b) hub and hollow shaft
disassembled (also showing interference pressure).

1998 McGraw-Hill

Text Reference: Figure 10.10, page 405

Hamrock, Jacobson and Schmid

Example 10.10

Figure 10.11 Block placed between two rigid jaws of clamp (a) and forces acting (b).

1998 McGraw-Hill

Text Reference: Figure 10.11, page 411

Hamrock, Jacobson and Schmid

Extrusion Process and


Equipment

Figure 10.12 (a) Schematic of the extrusion process.


(b) A typical extrusion press.

1998 McGraw-Hill

Text Reference: Figure 10.12, page 414

Hamrock, Jacobson and Schmid

Chapter 11: Shafting and Associated Parts


When a man has a vision, he cannot get the power from the vision until he has
performed it on the Earth for the people to see.
Black Elk, Oglala Sioux visionary, as told to John Niedhart.

Image: A crankshaft from an automotive diesel engine.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Shaft Assembly

Figure 11.1 Shaft Assembly.


(a) Shaft with two bearings at
A and B and two gears with
resulting forces P1 and P2;
(b) free-body diagram of
torque and forces resulting
from assembly drawing; (c)
moment diagram in x-z and
x-y planes; (d) torque
diagram.

1998 McGraw-Hill

Text Reference: Figure 11.1, page 425

Hamrock, Jacobson and Schmid

Example 11.1

Figure 11.2 Illustration used in Example


11.1. (a) Chain drive assembly; (b) freebody diagram of forces; (c) bending
moment diagram.

1998 McGraw-Hill

Text Reference: Figure 11.2, page 427

Hamrock, Jacobson and Schmid

Example 11.2

Figure 11.3 Figures used in Example 11.2. (a) Assembly drawing; (b)
free-body diagram.
1998 McGraw-Hill

Text Reference: Figure 11.3, page 430

Hamrock, Jacobson and Schmid

Example 11.2 (cont.)


Figure 11.3 Figures used in
Example 11.2. (c) moment
diagram in x-y plane; (d)
moment diagram in x-z
plane; (e) torque diagram.
1998 McGraw-Hill

Text Reference: Figure 11.3, page 430

Hamrock, Jacobson and Schmid

Fluctuating Stresses on
Shaft

Figure 11.4 Fluctuating normal and


shear stresses acting on shaft. (a)
Stresses acting on rectangular
element; (b) stresses acting on
oblique plane at angle .

1998 McGraw-Hill

Text Reference: Figure 11.4, page 432

Hamrock, Jacobson and Schmid

Soderberg Line for Shear Stress

Figure 11.5 Soderberg line for shear stress.

1998 McGraw-Hill

Text Reference: Figure 11.5, page 433

Hamrock, Jacobson and Schmid

Illustration of Eq. (11.29)

Figure 11.6 Illustration of relationship given in Eq. (11.29).

1998 McGraw-Hill

Text Reference: Figure 11.6, page 434

Hamrock, Jacobson and Schmid

Example 11.4

Figure 11.7 Section of shaft used in Example 11.4.

1998 McGraw-Hill

Text Reference: Figure 11.7, page 438

Hamrock, Jacobson and Schmid

Single Spring-Mass System

Figure 11.8

1998 McGraw-Hill

Text Reference: Figure 11.8, page 440

Hamrock, Jacobson and Schmid

Example 11.5

Figure 11.9 Simply supported shaft arrangement used in


Example 11.5.

1998 McGraw-Hill

Text Reference: Figure 11.9, page 443

Hamrock, Jacobson and Schmid

Flat Key Assembly

Figure 11.10 Flat key assembly. (a) Crosssectional view of assembly of shaft, hub,
and key; (b) three-dimensional view of flat
key.

1998 McGraw-Hill

Text Reference: Figure 11.10, page 445

Hamrock, Jacobson and Schmid

Flywheel on Shaft

Figure 11.11 Flywheel with driving (mean) torque Tm and load


torque Tl.

1998 McGraw-Hill

Text Reference: Figure 11.11, page 448

Hamrock, Jacobson and Schmid

Coefficient of
Type of equipment
Crushing machinery
Electrical machinery
Electrical machinery, direct driven
Engines with belt transmission
Flour milling machinery
Gear wheel transmission
Hammering machinery
Machine tools
Paper-making machinery
Pumping machinery
Shearing machinery
Spinning machinery
Textile machinery

Fluctuation

Cf
0.200
0.003
0.002
0.030
0.020
0.020
0.200
0.030
0.025
0.030-0.050
0.030-0.050
0.010-0.020
0.025

Table 11.1 Coefficient of fluctuation for various types of equipment [Adapted from
Kents Mechanical Engineers Handbook (1969).]

1998 McGraw-Hill

Text Reference: Table 11.1, page 450

Hamrock, Jacobson and Schmid

Example 11.7

Figure 11.12 Load or output torque cariation for one cycle used
in Example 11.7.

1998 McGraw-Hill

Text Reference: Figure 11.12, page 451

Hamrock, Jacobson and Schmid

Mate rial
Ceramics
Composites:

P erfo rmanc e
Materials for
Flywheels
index,
M,
f

CFRPa

kJ/kg
200-2000
(compression only)
200-500

GFRP b

100-400

Beryllium

300

High strength steel


High strength aluminum
High strength magnesium alloys
Titanium alloys
Lead alloys
Cast Iron
a

100-200
100-200
100-200
100-200
3
8-10

Co mment
Brittle and weak in tension.
Eliminate.
The best performance. A good
choice
Almost as good as CFRP and
cheaper . Excellent choice.
Good but expensive, difficult
to work, and toxic.
All about equal in
performance. Steal and ALalloys cheaper than Mg and Ti
alloys.
High density makes these a
good (and traditional) selection
when performance is velocity
limites, not strength limited.

Ceramic-fiber reinforced polymer


Graphite-fiber reinforced polymer

Table 11.2 Materials for flywheels. [Adapted from Ashby (1992).]

1998 McGraw-Hill

Text Reference: Table 11.2, page 455

Hamrock, Jacobson and Schmid

Punch Press

Figure 11.13 Punch Press

1998 McGraw-Hill

Text Reference: Figure 11.13, page 457

Hamrock, Jacobson and Schmid

Torque Requirements of Press

Figure 11.14 Torque requirements of mechanical power press. (TDC=top


dead center, BDC=bottom dead center.)

1998 McGraw-Hill

Text Reference: Figure 11.14, page 457

Hamrock, Jacobson and Schmid

Chapter 12: Hydrodynamic and


Hydrostatic Bearings and Seals
A cup of tea, standing in a dry saucer, is apt to slip about in an awkward
manner, for which a remedy is found in introduction of a few drops of water, or
tea, wetting the parts in contact.
Lord Rayleigh (1918)

Image: Kingsbury Bearing


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Density Wedge

Figure 12.1 Density Wedge Mechanism. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.1, page 475

Hamrock, Jacobson and Schmid

Stretch Mechanism

Figure 12.2 Stretch Mechanism. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.2, page 475

Hamrock, Jacobson and Schmid

Physical Wedge

Figure 12.3 Physical wedge mechanism. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.3, page 476

Hamrock, Jacobson and Schmid

Normal Squeeze

Figure 12.4 Normal squeeze mechanism. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.4, page 476

Hamrock, Jacobson and Schmid

Translation Squeeze

Figure 12.5 Translation squeeze mechanism. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.5, page 477

Hamrock, Jacobson and Schmid

Local Expansion

Figure 12.6 Local expansion mechanism. [From


Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.6, page 477

Hamrock, Jacobson and Schmid

Velocity Profiles in Slider Bearing

Figure 12.7 Velocity profiles in a parallel-surface slider bearing.


[From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.7, page 479

Hamrock, Jacobson and Schmid

Flow In Fixed-Incline
Slider Bearing

Figure 12.8 Flow within a fixed-incline


slider bearing. (a) Couette flow; (b)
Poiseuille flow; (c) resulting velocity
profile. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.8, page 479

Hamrock, Jacobson and Schmid

Thrust Bearing

Figure 12.9 Thrust slider bearing geometry. [From Hamrock (1991).]


1998 McGraw-Hill

Text Reference: Figure 12.9, page 481

Hamrock, Jacobson and Schmid

Example 12.2
Figure 12.10 Thrust slider
bearing used in Example
12.2.

1998 McGraw-Hill

Text Reference: Figure 12.10, page 485

Hamrock, Jacobson and Schmid

Example 12.2

Figure 12.11 Pressure distribution for ns=0.5 and H0=1.0 for two inlet pressures
obtained from Example 12.2.
1998 McGraw-Hill

Text Reference: Figure 12.11, page 488

Hamrock, Jacobson and Schmid

Forces and Film Geometry

Figure 12.12 Force components and oil film geometry in a hydrodynamically


lubricated thrust slider bearing. [From Hamrock (1991).]

1998 McGraw-Hill

Text Reference: Figure 12.12, page 489

Hamrock, Jacobson and Schmid

Fixed Incline Slider Bearing


Figure 12.13 Side view of fixed-incline
slider bearing. [From Raimondi and
Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.13, page 492

Hamrock, Jacobson and Schmid

Configuration of Slider Bearing

Figure 12.14 Configuration of multiple fixed-incline slider


thrust bearing. [From Raimondi and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.14, page 492

Hamrock, Jacobson and Schmid

Film Thickness vs. Length to


Width Ratio

Figure 12.15 Chart for


determining minimum film
thickness corresponding to
maximum load or minimum
power loss for various pad
proportions - fixed-incline
bearings. [From Raimondi
and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.15, page 493

Hamrock, Jacobson and Schmid

Minimum Film Thickness vs. Bearing Number

Figure 12.16 Chart for determining minimum film thickness for fixed-incline
thrust bearings [From Raimondi and Boyd (1955).]
1998 McGraw-Hill

Text Reference: Figure 12.16, page 493

Hamrock, Jacobson and Schmid

Temperature Rise vs. Bearing Number

Figure 12.17 Chart for determining dimensionless temperature rise due to viscous
shear heating of lubricant in fixed-incline thrust bearing. [From Raimondi and
Boyd (1955).]
1998 McGraw-Hill

Text Reference: Figure 12.17, page 494

Hamrock, Jacobson and Schmid

Friction Coefficient vs. Bearing Number

Figure 12.18 Chart for


determining performance
parameters of fixed-incline
slider bearings. (a) Friction
coefficient. [From Raimondi
and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.18, page 495

Hamrock, Jacobson and Schmid

Power Loss vs. Bearing Number

Figure 12.18 Chart for


determining performance
parameters of fixed-incline
slider bearings. (b) Power
Loss. [From Raimondi and
Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.18, page 495

Hamrock, Jacobson and Schmid

Lubricant Flow vs. Bearing Number

Figure 12.18 Chart for determining performance parameters of fixed-incline slider


bearings. (c) Lubricant Flow. [From Raimondi and Boyd (1955).]
1998 McGraw-Hill

Text Reference: Figure 12.18, page 496

Hamrock, Jacobson and Schmid

Side Flow vs. Bearing Number

Figure 12.18 Chart for determining performance parameters of fixed-incline slider


bearings. (c) Lubricant side flow. [From Raimondi and Boyd (1955).]
1998 McGraw-Hill

Text Reference: Figure 12.18, page 496

Hamrock, Jacobson and Schmid

Oil Film
for Given
Surface
FinishA l l ow abl e
De s cri pti on o f
Ex ampl es of
Ap prox imate

S urface fi ni s h
(cen terli n e
average ) R a

m
0.1-0.2

i n.
4-8

0.2-0.4

8-16

0.4-0.8

16-32

0.8-1.6

32-63

1.6-3.2

63-125

s urface

Mirror-like surface
without toolmarks;close
tolerances.
S mooth surface without
scratches; close
tolerances.
S mooth surface; close
tolerances.
Accurate bearing surface
without toolmarks
S mooth surface without
objectionable toolmarks;
moderate tolerances

manufac tu ri ng
metho ds

rel ati ve c os ts

Grind, lap and


super finish

17-20

mi n i mum
outl et fi l m
thi ckn es s a ,
h0
m
i n.
2.5
100

Grind and lap

17-20

6.2

250

Grind, file and lap


Grind, precision
mill and file
S hape, mill,
grind and turn

10

12.5

500

25

1000

50

2000

The values of film thick ness are giv en only for guidance. They indicate the film thick ness required to avoid
metal-to-metal contact under clean o il condition s with no misalignment. It may be necessary to take a larger film
thick ness th an that in dicated (e. g. , to obtain an acceptable temp erature rise). It has been assumed th at the average
surface finish of the pads is the same as that of the runner.

Table 12.1 Allowable minimum outlet film thickness for a given surface finish [From
Engineering Sciences Data Unit (1967)]
1998 McGraw-Hill

Text Reference: Table 12.1, page 497

Hamrock, Jacobson and Schmid

Pivoted Pad Thrust Bearing

Figure 12.19 Side view of pivoted


pad thrust bearing. [From Raimondi
and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.19, page 499

Hamrock, Jacobson and Schmid

Configuration of Pivoted Pad Thrust Bearing

Figure 12.20 Configuration of multiple pivoted-pad thrust bearing.


[From Raimondi and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.20, page 499

Hamrock, Jacobson and Schmid

Pivot Location vs. Length to Width Ratio

Figure 12.21 Chart for determining pivot location corresponding to maximum


load or minimum power loss for various pad proportions pivoted-pad bearings.
[From Raimondi and Boyd (1955).]
1998 McGraw-Hill

Text Reference: Figure 12.21, page 499

Hamrock, Jacobson and Schmid

Outlet Film Thickness vs. Pivot Location

Figure 12.22 Chart for determining outlet film thickness for pivoted-pad
thrust bearings. [From Raimondi and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.22, page 500

Hamrock, Jacobson and Schmid

Temperature Rise vs. Pivot Location

Figure 12.23 Chart for determining dimensionless temperature rise due to


viscous shear heating of lubricant for pivoted-pad thrust bearings. [From
Raimondi and Boyd (1955)]
1998 McGraw-Hill

Text Reference: Figure 12.23, page 501

Hamrock, Jacobson and Schmid

Performance Parameters of Pivoted-Pad Thrust


Bearings

Figure 12.24 Chart for determining performance parameters of pivoted-pad


thrust bearings. (a) Film thickness ratio; (b) Coefficient of friction. [From
Raimondi and Boyd (1955).]

1998 McGraw-Hill

Text Reference: Figure 12.24, page 501

Hamrock, Jacobson and Schmid

Performance Parameters of Pivoted-Pad Thrust


Bearings

Figure 12.24 Chart for


determining performance
parameters of pivoted-pad
thrust bearings. (a) Film
thickness ratio; (b)
Coefficient of friction.
[From Raimondi and Boyd
(1955).]

1998 McGraw-Hill

Text Reference: Figure 12.24, page 502

Hamrock, Jacobson and Schmid

Journal Bearing Pressure Distribution

Figure 12.25 Pressure distribution


around a journal bearing.

1998 McGraw-Hill

Text Reference: Figure 12.25, page 504

Hamrock, Jacobson and Schmid

Concentric Journal Bearing

Figure 12.26 Concentric journal bearing.

1998 McGraw-Hill

Text Reference: Figure 12.26, page 505

Hamrock, Jacobson and Schmid

Journal and Bearing Surfaces for Concentric


Journal Bearing

Figure 12.27 Developed journal and bearing surfaces for a concentric journal
bearing.

1998 McGraw-Hill

Text Reference: Figure 12.27, page 505

Hamrock, Jacobson and Schmid

Minimum Film Thickness vs. Bearing Number

Figure 12.28 Effect of bearing number on minimum film thickness for


four diameter-to-width ratios. [From Raimondi and Boyd (1958).]
1998 McGraw-Hill

Text Reference: Figure 12.28, page 509

Hamrock, Jacobson and Schmid

Attitude Angle vs. Bearing Number

Figure 12.29 Effect of bearing number on attitude angle for four diameter-towidth ratios. [From Raimondi and Boyd (1958).]
1998 McGraw-Hill

Text Reference: Figure 12.29, page 510

Hamrock, Jacobson and Schmid

Dimensionless Friction vs. Bearing Number

Figure 12.30 Effect of bearing number on coefficient of friction for four diameter-towidth ratios. [From Raimondi and Boyd (1958)]
1998 McGraw-Hill

Text Reference: Figure 12.30, page 510

Hamrock, Jacobson and Schmid

Flow Rate vs. Bearing Number

Figure 12.31 Effect of bearing number on dimensionless volumetric flow


rate for four diameter-to-width ratios. [From Raimondi and Boyd (1958).]
1998 McGraw-Hill

Text Reference: Figure 12.31, page 502

Hamrock, Jacobson and Schmid

Side Flow vs. Bearing Number

Figure 12.32 Effect of bearing number on side-leakage flow for four


diameter-to-width ratios. [From Raimondi and Boyd (1958).]

1998 McGraw-Hill

Text Reference: Figure 12.32, page 511

Hamrock, Jacobson and Schmid

Maximum Pressure vs. Bearing Number

Figure 12.33 Effect of bearing number on dimensionless maximum film pressure


for four diameter-to-width ratios. [From Raimondi and Boyd (1958).]
1998 McGraw-Hill

Text Reference: Figure 12.33, page 511

Hamrock, Jacobson and Schmid

Location of Maximum Pressure vs. Bearing Number

Figure 12.34 Effect of bearing number on location of terminating and maximum


pressures for four diameter-to-width ratios. [From Raimondi and Boyd (1958).]
1998 McGraw-Hill

Text Reference: Figure 12.34, page 512

Hamrock, Jacobson and Schmid

Effect of Radial Clearance

Figure 12.35 Effect of radial clearance on some performance parameters for


a particular case.
1998 McGraw-Hill

Text Reference: Figure 12.35, page 515

Hamrock, Jacobson and Schmid

Types of Fixed-Incline Preloaded Journal Bearings

Figure 12.36 Types of fixedincline preloaded journal


bearing and their offset factors
a. Preload factor mp=0.4. (a)
Elliptical bore bearing
(a=0.5); (b) offset-half
bearing (a=1.125); (c) threelobe bearing (a=0.5); (d) fourlobe bearing (a=0.5). [From
Allaire and Flack (1980)]

1998 McGraw-Hill

Text Reference: Figure 12.36, page 516

Hamrock, Jacobson and Schmid

Effect of Preload Factor on Two-Lobe Bearings


Figure 12.37 Effect of preload
factor mp on two-lobe bearings.
(a) Largest shaft that fits in
bearing; (b) mp =0, largest shaft
ra, bearing clearance cb=c; (c) mp
=1.0, largest shaft ra, bearing
clearance cb =0. [From Allaire
and Flack (1980).

1998 McGraw-Hill

Text Reference: Figure 12.37, page 517

Hamrock, Jacobson and Schmid

Squeeze Film Bearing


Figure 12.38 Parallel-surface squeeze film
bearing.

1998 McGraw-Hill

Text Reference: Figure 12.38, page 518

Hamrock, Jacobson and Schmid

Film Formation in
Hydrostatic Bearings

Figure 12.39 Formation of fluid in


hydrostatic bearing system. (a) Pump
off; (b) pressure build up; (c)
pressure times recess area equals
normal applied load; (d) bearing
operation; (e) increased load; (f)
decreased load. [From Rippel
(1963).]

1998 McGraw-Hill

Text Reference: Figure 12.39, page 523

Hamrock, Jacobson and Schmid

Hydrostatic Thrust Bearing

Figure 12.40 Radial-flow hydrostatic


thrust bearing with circular step pad.

1998 McGraw-Hill

Text Reference: Figure 12.40, page 524

Hamrock, Jacobson and Schmid

Internal Combustion Engine

Figure 12.41 Cross section


of internal combustion
engine, showing main
bearing.

Main bearing in case study

1998 McGraw-Hill

Text Reference: Figure 12.41, page 527

Hamrock, Jacobson and Schmid

Load on Main Bearing


Figure 12.42 Load and direction of
load as a function of time at main
bearing location under consideration.

1998 McGraw-Hill

Text Reference: Figure 12.42, page 527

Hamrock, Jacobson and Schmid

Chapter 13: Rolling-Element Bearings

Since there is no model in


nature for guiding wheels on
axles or axle journals, man
faced a great task in
designing bearings - a task
which has not lost its
importance and attraction to
this day.
[From Rolling Bearings and
Image: An assortment of rolling-element
bearings.
Courtesy
of SKF
Their
Contribution
to the
Progress of Technology
(1986).] Hamrock, Jacobson and Schmid
1998 McGraw-Hill

Type

Conrad or deep
groove
Maximum capacity
or filling notch
Self-aligning
internal
Self-aligning
external
Double row,
maximum
Double row, deep
groove
a
Two directions
b
One direction

Characteristics of Ball Bearings


Approximate range
of bore sizes, mm

Minimum Maximu
m
3
1060

Relative capacity

Radial

Thrust

Limiting
speed
factor

Tolerance
to misalignment

1.00

0.7

1.0

015

0.2

1.0

03

10

130

1.2-1.4

120

0.7

0.2

1.0

230

1.0

0.7

1.0

High

110

1.5

0.2

1.0

0.3

110

1.5

1.4

1.0

Table 13.1 Characteristics of representative radial ball


bearings [From Hamrock and Anderson (1983).]
1998 McGraw-Hill

Text Reference: Table 13.1, page 544

Hamrock, Jacobson and Schmid

Characteristics of Angular Contact Ball Bearings


Type

Approximate
maximum
size, mm

One-directional
320
thrust
Duplex, back to
320
back
Duplex, face to
320
face
Duplex, tandem
320
Two directional or
110
split ring
Double row
140
a
One direction
b
Depends on contact angle
c
Two directions
d
In other direction

Relative capacity
Radial
1.00-1.15

Thrust
1.5-2.3

a,b

Limiting
speed factor

Tolerance
to misalignment

b1.1-3.0

02

1.85

1.5

3.0

1.85

1.5

3.0

1.85
1.15

2.4
1.5

3.0
3.0

0
02

1.85

0.8

1.5

Table 13.2 Characteristics of representative angular-contact


ball bearings [Minimum bore size, 10 mm. From Hamrock
and Anderson (1983]
1998 McGraw-Hill

Text Reference: Table 13.2, page 545

Hamrock, Jacobson and Schmid

Type

Approximate range
of bore
Relative
Limiting
Tolerance
Characteristics
of
Thrust
Ball
Bearings
sizes, mm
thrust
speed
to mis-

One directional,
flat race
One directional,
grooved race
Two directional,
grooved race
a
One direction
b
Accepts eccentricity
c
Two directions

Minimum
6.45

Maximum
88.9

6.45
15

capacity

factor

alignment

0.7

0.10

b0

1180

1.5

0.30

220

1.5

0.30

Table 13.3 Characteristics of representative thrust ball


bearings. [Relative radial capacity, 0. From Hamrock
and Anderson (1983).]

1998 McGraw-Hill

Text Reference: Table 13.3, page 546

Hamrock, Jacobson and Schmid

Characteristics
Roller
Approxi mate of
rangeCylindrical
of
Rel ati ve capaci
ty
LiBearings
mi ti ng
Tol erance

Type

bore s i zes , mm

Seperable outer
ring, nonlocating
(N)
Seperable inner
ring, nonlocating
(NU)
Seperable inner
ring, one direction
locating (NJ)
Seperable inner
ring, two-direction
locating (NUP)
a
One direction
b
Two directions

s peed
factor

to mi s al i gnment

Mi ni mum
10

Maxi mum
320

Radi al
1.55

Thrus t
0

1.20

05

12

500

1.55

1.20

05

12

320

1.55

Locating

1.15

05

20

320

1.55

1.15

05

Locating

Table 13.4 Characteristics of representative cylindrical


roller bearings [From Hamrock and Anderson (1983).]
1998 McGraw-Hill

Text Reference: Table 13.4, page 547

Hamrock, Jacobson and Schmid

Ty pe

Appro x i mate rang e o f


Rel ati v e capaci ty
Li mi ti ng
Tol erance
Characteristics
of
Spherical
Roller
Bearings
bo re s i zes , mm
s peed
to mi s -

Single row, barrel


or convex
Double row, barrel
or convex
Thrust
Double row,
concave
a
Symmetric rollers
b
Asymmetric rollers

facto r

al i gnment

Mi ni mum
20

Max i mum
320

Radi al
2.10

Thrus t
0.20

0.50

25

1250

2.40

0.70

0.50

130

85

360

0.35-0.50

0.50

130

50

130

0.10
b
0.10
2.40

1.80
2.40
0.70

Table 13.5 Characteristics of representative spherical roller


bearings. [From Hamrock and Anderson (1983)].

1998 McGraw-Hill

Text Reference: Table 13.5, page 547

Hamrock, Jacobson and Schmid

Radial Single Row Ball Bearings

Figure 13.1 Cross section


through radial single-row ball
bearings. [From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.1, page 550

Hamrock, Jacobson and Schmid

Ball and Outer Race

Figure 13.2 Cross section of ball and outer


race, showing race conformity. [From Hamrock
and Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.2, page 551

Hamrock, Jacobson and Schmid

Radial Bearing

Figure 13.3 Cross section of radial bearing, showing


ball-race contact due to axial shift of inner and outer
races. (a) Initial position; (b) shifted position. [From
Hamrock and Anderson
(1983).]
Text Reference: Figure 13.3, page 551

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Free Contact Angle


and Endplay vs.
Clearance
Figure 13.4 Free
contact angle and
endplay as a
function of cd/2d for
four values of total
conformity ratio.
[From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.4, page 554

Hamrock, Jacobson and Schmid

Shoulder Height

Figure 13.5 Shoulder height in ball bearing.


[From Hamrock and Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.5, page 554

Hamrock, Jacobson and Schmid

Ball Bearing Cross Section


Figure 13.6 Cross section of
ball bearing. [From
Hamrock and Anderson
(1983).]

1998 McGraw-Hill

Text Reference: Figure 13.6, page 555

Hamrock, Jacobson and Schmid

Crowned Rollers

Figure 13.7 (a) Spherical roller (fully crowned)


and (b) cylindrical roller (partially crowned).
[From Hamrock and Anderson (1983).]
1998 McGraw-Hill

Text Reference: Figure 13.7, page 559

Hamrock, Jacobson and Schmid

Spherical Roller Bearing Geometry

Figure 13.8 Geometry of


spherical roller bearing
[From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.8, page 554

Hamrock, Jacobson and Schmid

Spherical Roller Bearing

Figure 13.9 Schematic diagram


of spherical roller bearing,
showing diametral play and
endplay. [From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.9, page 561

Hamrock, Jacobson and Schmid

Contact Angles in Ball Bearing

Figure 13.10 Contact angles


in ball bearing at appreciable
speeds. [From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.10, page 563

Hamrock, Jacobson and Schmid

Angular Ball Velocities

Figure 13.11 Angular velocities


of ball. [From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.11, page 563

Hamrock, Jacobson and Schmid

Ball-Spin Axis Orientations

Figure 13.12 Ball-spin axis orientations for (a) outerrace control and (b) inner-race control. [From
Hamrock and Anderson (1983).]
1998 McGraw-Hill

Text Reference: Figure 13.12, page 564

Hamrock, Jacobson and Schmid

Tapered Roller Bearing Geometry

Figure 13.13 Simplified geometry for tapered-roller


bearing. [From Hamrock and Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.13, page 566

Hamrock, Jacobson and Schmid

Radially Loaded Rolling


Element Bearing

1998 McGraw-Hill

Figure 13.14 Radially loaded rolling


element bearing. (a) Concentric
arrangement; (b) initial contact; (c)
interference.
[From
Hamrock
and
Text Reference:
Figure 13.14, page
570
Hamrock, Jacobson and Schmid

Contact Ellipse

Figure 13.15 Contact ellipse in bearing race under load.


[From Hamrock and Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.15, page 573

Hamrock, Jacobson and Schmid

Angular Contact Ball Bearing Under


Thrust Load

Figure 13.16 Angularcontact ball bearing


under thrust load.
[From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.16, page 574

Hamrock, Jacobson and Schmid

Mounting Angular
Contact Bearings

Figure 13.17 Angularcontact bearings in


back-to-back
arrangement, shown (a)
individually as
manufactured and (b) as
mounted with preload.
[From Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.17, page 554

Hamrock, Jacobson and Schmid

Thrust Load vs. Axial Deflection

Figure 13.18 Thrust load-axial deflection curve for typical


ball bearing. [From Hamrock and Anderson (1983).]
1998 McGraw-Hill

Text Reference: Figure 13.18, page 577

Hamrock, Jacobson and Schmid

Single Row Deep Groove Ball Bearings


Principal Dimensions
db
mm
in
2.5
0.0984
5
0.1969
7
0.2756
10
0.3937

15
0.5906

da
mm
in
8
0.3150
11
0.4331
19
0.7480
14
0.5512
19
0.7480
26
1.0236
35
1.3780
24
0.9449
28
1.1024
32
1.2598
32
1.2598
35
1.3780
42
1.6535

bw
mm
in
2.8
0.1102
3
0.1181
6
0.2362
3.5
0.1378
5
0.1969
8
0.3150
11
0.4331
5
0.1969
7
0.2756
8
0.3150
9
0.3543
11
0.4331
13
0.5118

Basic load ratings


dynamic
C
N
lbf
319
71.7
637
143
1720
387
956
215
1380
310
4620
1040
8060
1810
1560
351
4030
906
5590
1260
5590
1260
7800
1750
11400
2560

static
C0
106
23.8
255
57.3
620
139
400
89.9
585
132
1960
441
3400
764
800
180
2040
459
2850
641
2850
641
3750
843
5400
1210

Allowable
load limit
w a ll
4
0.899
11
2.47
26
5.85
17
3.82
25
5.62
83
18.7
143
32.1
34
7.64
85
19.1
120
27.0
120
27.0
160
36.0
228
51.3

Speed ratings
grease

oil

rpm
67000

80000

53000

63000

36000

43000

45000

53000

36000

43000

30000

36000

20000

26000

28000

34000

24000

30000

22000

28000

22000

28000

19000

24000

17000

20000

Abutment and fillet


Dimensions
D b,min
mm
in
3.7
0.146
6.2
0.244
7
0.276
8.2
0.323
12
0.472
12
0.472
14
0.551
17
0.669
17
0.669
17
0.669
17
0.669
19
0.748
20
0.787

Da ,ma x
mm
in
6.8
0.268
9.8
0.386
17
0.669
12.8
0.504
17
0.669
24
0.945
31
1.220
22
0.866
26
1.024
30
1.181
30
1.181
31
1.220
37
1.457

r a ,ma x
mm
in
0.1
0.004
0.1
0.004
0.3
0.012
0.1
0.004
0.3
0.012
0.3
0.012
0.6
0.024
0.3
0.012
0.3
0.012
0.3
0.012
0.3
0.012
0.6
0.024
1
0.039

Note: See additional Data in SKF Folder on CD.


1998 McGraw-Hill

Text Reference: Table 13.6, page 578

Hamrock, Jacobson and Schmid

Combined Load on Deep Groove Ball Bearing

Figure 13.19 Combined load


acting on a radial deep-groove ball
bearing.

1998 McGraw-Hill

Text Reference: Figure 13.19, page 580

Hamrock, Jacobson and Schmid

Bearing Type

Radial and Single


Thrust FactorsDouble

Radial deep-groove ball


Radial angular-contact
ball

Radial self-aligning ball


Radial spherical roller
Radial tapered roller

=20
=25
=30
=35
=40

Row
X0
0.6
0.5
0.5
0.5
0.5
0.5
0.5
0.5
0.5

Y0
0.5
0.42

Row
X0
0.6
1

Y0
0.5
0.84

0.38
0.33
0.29
0.26
0.22cot
0.22cot
0.22cot

1
1
1
1
1
1
1

0.76
0.66
0.58
0.52
0.44cot
0.44cot
0.44cot

Table 13.8 Radial factor X0 and thrust factor Y0 for statically


stressed radial bearings.

1998 McGraw-Hill

Text Reference: Table 13.8, page 580

Hamrock, Jacobson and Schmid

Fatigue Spall

Figure 13.20 Typical fatigue spall. [From Hamrock and


Anderson (1983).] Text Reference: Figure 13.20, page 586
1998 McGraw-Hill
Hamrock, Jacobson and Schmid

Distribution of Bearing Fatigue Failures


Figure 13.21
Distribution of
bearing fatigue
failures. [From
Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.21, page 580

Hamrock, Jacobson and Schmid

m Similarly Stressed Volumes

Figure 13.22 Representation of m similarly


stressed volumes.

1998 McGraw-Hill

Text Reference: Figure 13.22, page 587

Hamrock, Jacobson and Schmid

Weibull Plot of Bearing Failures

Figure 13.23 Typical


Weibull plot of bearing
fatigue failures. [From
Hamrock and
Anderson (1983).]

1998 McGraw-Hill

Text Reference: Figure 13.23, page 590

Hamrock, Jacobson and Schmid

Capacity Formulas for Radial and Angular Bearings


B e ari n g t y p e

S i n g l e ro w b e ari n g s
Pa/ Pr<e

Deep groove
ball bearings

Angular contact
ball bearings

Self-aligning
ball bearings
Spherical roller
bearings
Tapered roller
bearings

Pl/C0 =0.025
Pl/C0 =0.04
Pl/C0 =0.07
Pl/C0 =0.13
Pl/C0 =0.25
Pl/C0 =0.50
=20
=25
=30
=35
=40
=45

0.22
0.24
0.27
0.31
0.37
0.44
0.57
0.68
0.80
0.95
1.14
1.33
1.5 x
tan
1.5 x
tan
1.5 x
tan

X
1
1
1
1
1
1
1
1
1
1
1
1

Y
0
0
0
0
0
0
0
0
0
0
0
0

Pa/ Pr>e
X
0.56
0.56
0.56
0.56
0.56
0.56
0.43
0.41
0.39
0.37
0.35
0.33

Y
2.0
1.8
1.6
1.4
1.2
1
1
0.87
0.76
0.66
0.57
0.50

Do ub l e ro w b e ari n g s
Pa/ Pr<e
X

1
1
1
1
1
1
1

1.09
0.92
0.78
0.66
0.55
0.47
0.42 x
cot
0.45 x
cot
0.42 x
cot

0.70
0.67
0.63
0.60
0.57
0.54
0.65

1.63
1.41
1.24
1.07
0.93
0.81
0.65 x
cot
0.67 x
cot
0.67 x
cot

1
1

0.40

0.40 x
cot

Pa/ Pr>e

0.67
0.67

Table 13.9 Capacity formulas for rectangular and elliptical


conjunctions for radial
and angular
bearings.
Text Reference:
Table 13.9, page
592
1998 McGraw-Hill
Hamrock, Jacobson and Schmid

Bearing type

Radial
and Thrust Factors
e
Single acting
Double acting
Pa/Pr >e

Thrust
ball

=45
=60
=75
Spherical roller
thrust

1.25
2.17
4.67
1.5tan

X
0.66
0.92
1.66
tan

Tapered roller

1.5tan

tan

Pa/Pr <e

Pa/Pr >e

Y
1
1
1
1

X
1.18
1.90
3.89
1.5tan

Y
0.59
0.55
0.52
0.67

X
0.66
0.92
1.66
tan

Y
1
1
1
1

1.5tan

0.67

tan

Table 13.10 Radial factor X and thrust factor Y for thrust


bearings.

1998 McGraw-Hill

Text Reference: Table 13.10, page 592

Hamrock, Jacobson and Schmid

Material Factors
Material
52100
M-1
M-2
M-10
M-50
T-1
Halmo
M-42
WB49
440C

1998 McGraw-Hill

Material
Factor,
D
2.0
0.6
0.6
2.0
2.0
0.6
2.0
0.2
0.6
0.6-0.8

Table 13.11 Material factors for throughhardened bearing materials. [From


Bamberger (1971); air-melted materials
assumed.]Text Reference: Table 13.11, page 593

Hamrock, Jacobson and Schmid

Fatigue Life vs. Film Parameter

Figure 13.24 Group


fatigue life L10 as
function of
dimensionless film
parameter. [From
Tallian (1967)]

1998 McGraw-Hill

Text Reference: Figure 13.24, page 594

Hamrock, Jacobson and Schmid

Lubrication Factor vs. Film Parameter

Figure 13.25
Lubrication factor
as function of
dimensionless film
parameter. [From
Bamberger (1971).]

1998 McGraw-Hill

Text Reference: Figure 13.25, page 594

Hamrock, Jacobson and Schmid

Railroad Boxcar Wheel Bearing

(a)

(b)

Figure 13.26 Railroad boxcar wheel assembly and (b)


disassembled axle, showing bearing components.
1998 McGraw-Hill

Text Reference: Figure 13.26, page 597

Hamrock, Jacobson and Schmid

Chapter 14: Gears


Just stare at the machine. There is
nothing wrong with that. Just live
with it for a while. Watch it the way
you watch a line when fishing and
before long, as sure as you live,
youll get a little nibble, a little fact
asking in a timid, humble way if
youre interested in it. Thats the
way the world keeps on happening.
Be interested in it.
Robert Piersig, Zen and the Art of
Motorcycle Maintenance
Image: An assortment of gears.
1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Spur Gear Drive

Figure 14.1 Spur gear drive.


1998 McGraw-Hill

Text Reference: Figure 14.1, page 616

Hamrock, Jacobson and Schmid

Helical Gear Drive

Figure 14.2 Helical gear drive.

1998 McGraw-Hill

Text Reference: Figure 14.2, page 616

Hamrock, Jacobson and Schmid

Straight Tooth Bevel Gear Drive

Figure 14.3 Bevel gear drive with


straight teeth.

1998 McGraw-Hill

Text Reference: Figure 14.3, page 616

Hamrock, Jacobson and Schmid

Worm Gear Drive

Figure 14.4 Worm gear drive. (a) Cylindrical


teeth; (b) double enveloping.

1998 McGraw-Hill

Text Reference: Figure 14.4, page 618

Hamrock, Jacobson and Schmid

Spur Gear Geometry

Figure 14.5 Basic


spur gear geometry.

1998 McGraw-Hill

Text Reference: Figure 14.5, page 620

Hamrock, Jacobson and Schmid

Gear Tooth Nomenclature

Figure 14.6 Nomenclature of gear teeth.

1998 McGraw-Hill

Text Reference: Figure 14.6, page 621

Hamrock, Jacobson and Schmid

Preferred Diametral Pitches


Class
Coarse
Medium coarse
Fine
Ultrafine

Diametral pitch,
pd, in.-1
1/2, 1, 2, 4, 6, 8, 10
12, 14, 16, 18
20, 24, 32, 48, 64,
72, 80, 96, 120, 128
150, 180, 200

Table 14.1 Preferred diametral pitches for four


tooth classes.

1998 McGraw-Hill

Text Reference: Table 14.1, page 621

Hamrock, Jacobson and Schmid

Diametral Pitches

Figure 14.7 Standard diametral pitches compared


with tooth size. Full size is assumed.
1998 McGraw-Hill

Text Reference: Figure 14.7, page 622

Hamrock, Jacobson and Schmid

Addendum, Dedendum and Clearance

Parameter

S ymbol

Addendum
Dedendum
Clearance

a
b
c

Coarse Pitch
(pd<20in-1)
1/ pd
1.25/ pd
0.25/ pd

Fine pitch
(pd 20in-1)
1/ pd
1.200/ pd+0.002
0.200/ pd+0.002

Metric module
system
1.00 m
1.25 m
0.25 m

Table 14.2 Formulas for addendum, dedendum,


and clearance (pressure angle 20, full-depth
involute.)

1998 McGraw-Hill

Text Reference: Table 14.2, page 623

Hamrock, Jacobson and Schmid

Pitch and Base Circles

Figure 14.8 Pitch and base


circles for pinion and gear
as well as line of action and
pressure angle.

1998 McGraw-Hill

Text Reference: Figure 14.8, page 624

Hamrock, Jacobson and Schmid

Involute Curve

Figure 14.9 Construction of involute curve.

1998 McGraw-Hill

Text Reference: Figure 14.9, page 625

Hamrock, Jacobson and Schmid

Contact Ratio

Figure 14.10 Illustration of parameters important in


defining contact ratio.
1998 McGraw-Hill

Text Reference: Figure 14.10, page 629

Hamrock, Jacobson and Schmid

Line of Action

Figure 14.11 Details of line of


action, showing angles of
approach and recess for both
pinion and gear.

1998 McGraw-Hill

Text Reference: Figure 14.11, page 629

Hamrock, Jacobson and Schmid

Backlash

Figure 14.12 Illustration of backlash in


gears.
1998 McGraw-Hill

Text Reference: Figure 14.12, page 632

Hamrock, Jacobson and Schmid

Recommended Minimum Backlash


Diametral
pitch
pd, in.-1

18
12
8
5
3
2
1.25

Center distance, cd, in.

8
Backlash, bl, in.

16

32

0.005
0.006
0.007
-

0.006
0.007
0.008
0.010
0.014
-

0.009
0.010
0.012
0.016
0.021
-

0.014
0.016
0.020
0.025
0.034

0.028
0.033
0.042

Table 14.3 Recommended minimum backlash for coarse-pitch gears.

1998 McGraw-Hill

Text Reference: Table 14.3, page 633

Hamrock, Jacobson and Schmid

Externally Meshing Spur Gears

Figure 14.13 Externally meshing spur gears.

1998 McGraw-Hill

Text Reference: Figure 14.13, page 635

Hamrock, Jacobson and Schmid

Internally Meshing Spur Gears

Figure 14.14
Internally meshing
spur gears.

1998 McGraw-Hill

Text Reference: Figure 14.14, page 635

Hamrock, Jacobson and Schmid

Simple Gear Train

Figure 14.15 Simple gear train.

1998 McGraw-Hill

Text Reference: Figure 14.15, page 636

Hamrock, Jacobson and Schmid

Compound Gear Train

Figure 14.16 Compound gear train.

1998 McGraw-Hill

Text Reference: Figure 14.16, page 636

Hamrock, Jacobson and Schmid

Example 14.7

Figure 14.17 Gear train used in


Example 14.7.

1998 McGraw-Hill

Text Reference: Figure 14.17, page 637

Hamrock, Jacobson and Schmid

Allowable Bending Stress vs. Brinell


Hardness

Figure 14.18 Effect of Brinell hardness on allowable bending stress for


two grades of through-hardened steel [ANSI/AGMA Standard 1012F90, Gear Nomenclature, Definition of Terms with Symbols, American
Gear Manufacturing Association, 1990.]
1998 McGraw-Hill

Text Reference: Figure 14.18, page 638

Hamrock, Jacobson and Schmid

Contact Stress vs. Brinell Hardness

Figure 14.19 Effect of Brinell Hardness on allowable contact stress for two grades of
through-hardened steel. [ANSI/AGMA Standard 1012-F90, Gear Nomenclature,
Definition of Terms with Symbols, American Gear Manufacturing Association, 1990.]
1998 McGraw-Hill

Text Reference: Figure 14.19, page 639

Hamrock, Jacobson and Schmid

Forces on Gear Tooth


Figure 14.20 Forces
acting on individual
gear tooth.

1998 McGraw-Hill

Text Reference: Figure 14.20, page 640

Hamrock, Jacobson and Schmid

Bending Stresses

Figure 14.21 Forces and length dimensions used in


determining bending tooth stresses. (a) Tooth; (b)
cantilevered beam.
1998 McGraw-Hill

Text Reference: Figure 14.20, page 641

Hamrock, Jacobson and Schmid

Number of
Teetch
10
11
12
13
14
15
16
17
18
19
20
22
24
26
28
30
32

Lewis form
Number of
Lewis
Form
Factors
Factor
Teeth
0.176
0.192
0.210
0.223
0.236
0.245
0.256
0.264
0.270
0.277
0.283
0.292
0.302
0.308
0.314
0.318
0.322

34
36
38
40
45
50
55
60
65
70
75
80
90
100
150
200
300

Lewis form
factor
0.325
0.329
0.332
0.336
0.340
0.346
0.352
0.355
0.358
0.360
0.361
0.363
0.366
0.368
0.375
0.378
0.382

Table 14.4 Lewis form factors for various numbers


of teeth (pressure angle 20, full depth involute).
1998 McGraw-Hill

Text Reference: Table 14.4, page 642

Hamrock, Jacobson and Schmid

Spur Gear Geometry Factors

Figure 14.22 Spur gear geometry factors for pressure angle of 20 and full-depth
involute. [ANSI/AGMA Standard 1012-F90, Gear Nomenclature, Definition of Terms
with Symbols, American Gear Manufacturing Association, 1990.]
1998 McGraw-Hill

Text Reference: Figure 14.21, page 643

Hamrock, Jacobson and Schmid

Application Factor
Driven Machines
Power Source

Uniform

Uniform
Light shock
Moderate shock

1.00
1.20
1.30

Light shock
Moderate shock
Application factor, Ka
1.25
1.50
1.40
1.75
1.70
2.00

Heavy shock
1.75
2.25
2.75

Table 14.5 Application factor as a function of driving power


source and driven machine.

1998 McGraw-Hill

Text Reference: Table 14.5, page 643

Hamrock, Jacobson and Schmid

Size Factor
Diametral pitch pd,
in.-1
5
4
3
3
1.25

Module, m,
mm
5
6
8
12
20

Size factor, Ks
1.00
1.05
1.15
1.25
1.40

Table 14.6 Size factor as a function of diametral


pitch or module.

1998 McGraw-Hill

Text Reference: Table 14.6, page 644

Hamrock, Jacobson and Schmid

Load Distribution Factor

Figure 14.23 Load distribution factor as


function of face width and ratio of face width to
pitch diameters. Commercial quality gears
assumed. [From Mott (1992).]
1998 McGraw-Hill

Text Reference: Figure 14.23, page 645

Hamrock, Jacobson and Schmid

Dynamic Factor

Figure 14.24 Dynamic factor as function of pitchline velocity and transmission accuracy level
number.
1998 McGraw-Hill

Text Reference: Figure 14.24, page 645

Hamrock, Jacobson and Schmid

Helical Gear

Figure 14.25 Helical gear. (a) Front view; (b)


side view.

1998 McGraw-Hill

Text Reference: Figure 14.25, page 651

Hamrock, Jacobson and Schmid

Pitches of Helical Gears

Figure 14.26 Pitches of helical gears. (a)


Circular; (b) axial.

1998 McGraw-Hill

Text Reference: Figure 14.26, page 652

Hamrock, Jacobson and Schmid

Gears Inside Industrial Mixer

Figure 14.27
Gears inside
industrial mixer.

1998 McGraw-Hill

Text Reference: Figure 14.27, page 655

Hamrock, Jacobson and Schmid

Motor Torque and Speed

Figure 14.28 Torque and speed of motor as


function of current for industrial mixer used in case
Text Reference: Figure 14.28, page 655
1998 McGraw-Hill
Hamrock, Jacobson and Schmid
study.

Chapter 15: Fasteners and Power Screws


Engineers need to be continually reminded that nearly all engineering
failures result from faulty judgments rather than faulty calculations.
Eugene S. Ferguson, Engineering and the Minds Eye.

Image: A collection of threaded fasteners.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Thread Profile Parameters

Figure 15.1 Parameters used in defining terminology of thread


profile.

1998 McGraw-Hill

Text Reference: Figure 15.1, page 667

Hamrock, Jacobson and Schmid

Threads

Figure 15.2 (a) Single-, (b) double-, and (c) triple threaded screws.

1998 McGraw-Hill

Text Reference: Figure 15.2, page 667

Hamrock, Jacobson and Schmid

Thread Profiles

Figure 15.3 Thread profiles. (a) ACME; (b) UN.

1998 McGraw-Hill

Text Reference: Figure 15.3, page 668

Hamrock, Jacobson and Schmid

M and UN Thread Profiles

Figure 15.4 Details of M and UN thread profiles.

1998 McGraw-Hill

Text Reference: Figure 15.4, page 668

Hamrock, Jacobson and Schmid

Thread Classifications
Bol ts
1A
2A
3A

Inc h seri es

Nuts
1B
2B
3B

Metric seri es
Bolts
Nuts
8g
7H
6g
6H
8h
5H

Table 15.1 Inch and metric equivalent thread classification.

1998 McGraw-Hill

Text Reference: Table 15.1, page 669

Hamrock, Jacobson and Schmid

ACME Thread Profile

Figure 15.5 Details of ACME thread profile. (All dimensions are


in inches.)

1998 McGraw-Hill

Text Reference: Figure 15.5, page 670

Hamrock, Jacobson and Schmid

Cres t diameter,
d c, in.
1/4
5/16
3/8
7/16
1/2
5/8
3/4
7/8
1
1 1/8
1 1/4
1 3/8
1 1/2
1 3/4
2
2 1/4
2 1/2
2 3/4
3
3 1/2
4
4 1/2
5

N umber of
Tens ile s tres s
S hear s tres s
ACME
Properties
threads Thread
per inch,
area,
A , in
area, A , in
n
a

16
14
12
12
10
8
6
6
5
5
5
4
4
4
4
3
3
3
2
2
2
2
2

0.02663
0.04438
0.06589
0.09720
0.1225
0.1955
0.2732
0.4003
0.5175
0.6881
0.8831
1.030
1.266
1.811
2.454
2.982
3.802
4.711
5.181
7.338
9.985
12.972
16.351

0.3355
0.4344
0.5276
0.6396
0.7278
0.9180
1.084
1.313
1.493
1.722
1.952
2.110
2.341
2.803
3.262
3.610
4.075
4.538
4.757
5.700
6.640
7.577
8.511

Table 15.2 Crest diameters, threads per inch, and stresses for Acme thread.

1998 McGraw-Hill

Text Reference: Table 15.2, page 671

Hamrock, Jacobson and Schmid

Power Screw with Collar


Figure 15.6 Dimensions and
angles of power screw with
collar.

1998 McGraw-Hill

Text Reference: Figure 15.6, page 672

Hamrock, Jacobson and Schmid

Power Screw Forces

Figure 15.7 Forces acting in raising load of power screw. (a) Forces acting on
parallelepiped; (b) forces acting on axial section; (c) forces acting on tangential plane.
1998 McGraw-Hill

Text Reference: Figure 15.7, page 673

Hamrock, Jacobson and Schmid

Types of Threaded Fasteners

Figure 15.8 Three types of threaded fastener. (a) Bolt and nut; (c) Cap
screw; (c) stud.

1998 McGraw-Hill

Text Reference: Figure 15.8, page 679

Hamrock, Jacobson and Schmid

Connection Simulated as Bolt and Joint Springs

Figure 15.9 Bolt-and-nut assembly


simulated as bolt-and-joint spring.

1998 McGraw-Hill

Text Reference: Figure 15.9, page 680

Hamrock, Jacobson and Schmid

Force vs. Deflection


of Bolt and Member

Figure 15.10 Force versus deflection of


bolt and member. (s) Seperated bolt and
joint; (b) assembled bolt and joint.

1998 McGraw-Hill

Text Reference: Figure 15.10, page 680

Hamrock, Jacobson and Schmid

Force vs. Deflection with External Load

Figure 15.11 Forces versus deflection of bolt and joint when external load is applied.
1998 McGraw-Hill

Text Reference: Figure 15.11, page 681

Hamrock, Jacobson and Schmid

Bolt and Nut


Figure 15.12 Bolt and
nut. (a) Assembled;
(b) stepped-shaft
representation of
shank and threaded
section.

1998 McGraw-Hill

Text Reference: Figure 15.12, page 682

Hamrock, Jacobson and Schmid

Bolt and Nut Assembly

Figure 15.13 Bolt-and-nut


assembly with conical fustrum
stress representation of joint.

1998 McGraw-Hill

Text Reference: Figure 15.13, page 683

Hamrock, Jacobson and Schmid

Constants for Joint Stiffness Formula


Material
Steel
Aluminum
Copper
Gray cast iron

Poiss ons
ratio,
0. 291
0. 334
0. 326
0. 211

Modulus of
Elasticity, E,
GPa
206. 8
71.0
118. 6
100. 0

N umerical Constants
Ai
Bi
0. 78715
0.62873
0. 79670
0.63816
0. 79568
0.63553
0. 77871
0.61616

Table 15.3 Constants used in joint stiffness formula [Eq. (15.26)] [From
Wileman et al (1991)]

1998 McGraw-Hill

Text Reference: Table 15.3, page 684

Hamrock, Jacobson and Schmid

Example 15.6

Figure 15.14 Hexagonal bolt-and-nut assembly used in Example 15.6. (a)


Assembly and dimensions; (b) dimensions of frustum cone. (All dimensions
are in millimeters.)
1998 McGraw-Hill

Text Reference: Figure 15.14, page 685

Hamrock, Jacobson and Schmid

Strength of Bolts (Inches)

SAE grade
1
2
4
5
7
8

Range of
cres t
diameters,
in.
1/4 - 1 1/2
1/4 - 3/4
3/4-1 1/2
1/4 - 1 1/2
1/4 - 1
1 - 1 1/2
1/4 - 1 1/2
1/4 - 1 1/2

U ltimate
tensile
s trength, S ut,
ksi
60
74
60
115
120
105
133
150

Yield
strength, S y,
ksi
36
57
36
100
92
81
115
130

Proof
s trength, S p ,
ks i
33
55
33
65
85
74
105
120

Table 15.4 Strength of steel bolts for various sizes in inches.

1998 McGraw-Hill

Text Reference: Table 15.4, page 687

Hamrock, Jacobson and Schmid

Strength of Bolts (Millimeters)


Ultimate
Crest
tensile
Yield
diameter, dc ,
strength, Sut,
strength, S y,
Metric grade
mm
MPa
MPa
4.6
M 5-M 36
400
240
4.8
M 1.6-M 16
420
340a
5.8
M 5-M 24
520
415a
8.8
M 17-M 36
830
660
9.8
M 1.6-M 16
900
720a
10.9
M 6-M 36
1040
940
12.9
M 1.6-M 36
1220
1100
aYield strength approximate and not included in standard.

Proof
strength, Sp ,
MPa
225
310
380
600
650
830
970

Table 15.5 Strength of steel bolts for various sizes in millimeters.

1998 McGraw-Hill

Text Reference: Table 15.5, page 687

Hamrock, Jacobson and Schmid

Cres t
diameter,
d c, in.
0.0600
0.0730
0.0860
0.0990
0.1120
0.1250
0.1380
0.1640
0.1900
0.2160
0.3500
0.3125
0.3750
0.4735
0.5000
0.5625
0.6250
0.7500
0.8750
1.000
1.125
1.250
1.375
1.500
1.750
2.000

1998 McGraw-Hill

Coarse and Fine


Fine Thread
Threads (U N F) Dimensions
N umber of
Tens ile

Coars e Threads (U NC)


N umber of
Tens ile
threads per
s tres s area,
inch, n
A t, in. 2
64
0.00263
56
0.00370
48
0.00487
40
0.00604
40
0.00796
32
0.00909
32
0.0140
24
0.0175
24
0.0242
20
0.0318
18
0.0524
16
0.0775
14
0.1063
13
0.1419
12
0.182
11
0.226
10
0.334
9
0.462
8
0.606
7
0.763
7
0.969
6
1.155
6
1.405
5
1.90
4 1/2
2.50

threads per
inch, n
80
72
64
56
48
44
40
36
32
28
28
24
24
20
20
18
18
16
14
12
12
12
12
12
-

s tres s area,
A t, in. 2
0.00180
0.00278
0.00394
0.00523
0.00661
0.00830
0.01015
0.01474
0.0200
0.0258
0.0364
0.0580
0.0878
0.1187
0.1599
0.203
0.256
0.373
0.509
0.663
0.856
1.073
1.315
1.581
-

Text Reference: Table 15.6, page 687

Table 15.6 Dimensions


and tensile stress areas for
UN coarse and fine
threads.

Hamrock, Jacobson and Schmid

Coarse and Fine Thread Dimensions - Metric


Cres t
diameter,
d c, mm
1
1.6
2
2.5
3
4
5
6
8
10
12
16
20
24
30
36
42
48

1998 McGraw-Hill

Coars e Threads (MC)


Tens ile
Pitch, p,
s tres s area,
mm
A t, mm2
0.25
0.460
0.35
1.27
0.4
2.07
0.45
3.39
0.5
5.03
0.7
8.78
0.8
14.2
1
20.1
1.25
36.6
1.5
58.0
1.75
84.3
2
157
2.5
245
3
353
3.5
561
4
817
4.5
1121
5
1473

Fine Threads (MF)


Tens ile
Pitch, p,
s tres s area,
mm
A t, mm2
0.20
1.57
.25
2.45
.35
3.70
.35
5.61
.5
9.79
.5
16.1
.75
22
1
39.2
1.25
61.2
1.25
92.1
1.5
167
1.5
272
2
384
2
621
3
865
-

Text Reference: Table 15.7, page 69

Table 15.7 Dimensions


and tensile stress areas for
metric coarse and fine
threads.

Hamrock, Jacobson and Schmid

Separation of Joint

Figure 15.15 Separation of joint.

1998 McGraw-Hill

Text Reference: Figure 15.15, page 690

Hamrock, Jacobson and Schmid

Cyclic Load

Figure 15.16 Forces versus deflection of bolt and joint as function of


time.

1998 McGraw-Hill

Text Reference: Figure 15.16, page 691

Hamrock, Jacobson and Schmid

Fatigue Stress Concentration Factors


SAE grade
0-2
4-8

Metric
g rade
3.6-5.8
6.6-10.9

Ro lled
threads
2.2
3.0

Cut
threads
2.8
3.8

Fillet
2.1
2.3

Table 15.8 Fatigue stress concentration factors for threaded elements.

1998 McGraw-Hill

Text Reference: Table 15.8, page 692

Hamrock, Jacobson and Schmid

Gasketed Joint

Figure 15.17 Threaded fastener with unconfined


gasket and two other members.

1998 McGraw-Hill

Text Reference: Figure 15.17, page 694

Hamrock, Jacobson and Schmid

Failure Modes of Riveted Fasteners

Figure 15.18 Failure modes due to shear loading of riveted fasteners. (a)
Bending of member; (b) shear of rivet; (c) tensile failure of member; (e)
bearing of rivet on member or bearing of member on rivet.

1998 McGraw-Hill

Text Reference: Figure 15.18, page 695

Hamrock, Jacobson and Schmid

Example 15.9
Figure 15.19 Group of
riveted fasteners used in
Example 15.9. (a)
Assembly of rivet group;
(b) radii from centroid to
center of rivets; (c)
resulting triangles; (d)
direct and torsional shear
acting on each rivet; (e)
side view of member.
(All dimensions are in
inches.)

1998 McGraw-Hill

Text Reference: Figure 15.19, page 697

Hamrock, Jacobson and Schmid

Example 15.10

Figure 15.20 Pedestrian walkway riveted to steel bridge.

1998 McGraw-Hill

Text Reference: Figure 15.20, page 699

Hamrock, Jacobson and Schmid

Fillet Welds

Figure 15.21 Fillet


welds. (a) Cross
section of weld
showing throat and
legs; (b) shear planes.

1998 McGraw-Hill

Text Reference: Figure 15.21, page 701

Hamrock, Jacobson and Schmid

Geometry and Parameters of Welds


Table 15.9 Geometry
of welds and
parameters used when
considering various
types of loading.
[From Mott (1992)]

1998 McGraw-Hill

Text Reference: Table 15.9, page 703-704

Hamrock, Jacobson and Schmid

Geometry and Parameters of Welds (cont.)

Table 15.9 Geometry


of welds and
parameters used when
considering various
types of loading.
[From Mott (1992)]

1998 McGraw-Hill

Text Reference: Table 15.9, page 703-704

Hamrock, Jacobson and Schmid

Geometry and Parameters of Welds (cont.)

Table 15.9
Geometry of
welds and
parameters
used when
considering
various types
of loading.
[From Mott
(1992)]
1998 McGraw-Hill

Text Reference: Table 15.9, page 703-704

Hamrock, Jacobson and Schmid

Electrode Properties
Electrode Number
E60XX
E70XX
E80XX
E90XX
E100XX
E120XX

Ultimate tensile
strength, S u, ksi
62
70
80
90
100
120

Yield strength, Sy,


ksi
50
57
67
77
87
107

Elongation, ek,
pe rcent
17-25
22
19
14-17
13-16
14

Table 15.10 Minimum strength properties of electrode classes.

1998 McGraw-Hill

Text Reference: Table 15.10, page 705

Hamrock, Jacobson and Schmid

Example 15.11

Figure 15.22 Welded bracket used in Example


15.11. (a) Dimensions, load and coordinates; (b)
torsional shear stress components at points A
and B. (All dimensions are in millimeters.)

1998 McGraw-Hill

Text Reference: Figure 15.22, page 706

Hamrock, Jacobson and Schmid

Fatigue Strength Reduction Factors


Type of weld
Reinforced butt weld
Toe of transverse fillet weld
End of parallel fillet weld
T-butt joint with sharp corners

Fatigue stress
concentration factor, Kf
1.2
1.5
2.7
2.0

Table 15.11 Fatigue strength reduction factors for welds.


[From Shigley and Mischke (1989)]

1998 McGraw-Hill

Text Reference: Table 15.11, page 709

Hamrock, Jacobson and Schmid

Adhesive Bonded
Joints

Figure 15.23 Four methods of


applying adhesive bonding.
(a) Lap; (b) butt; (c) scarf; (d)
double lap.

1998 McGraw-Hill

Text Reference: Figure 15.23, page 710

Hamrock, Jacobson and Schmid

Scarf Joint

Figure 15.24 Scarf


joint. (a) Axial loading;
(b) bending; (c) torsion.

1998 McGraw-Hill

Text Reference: Figure 15.24, page 711

Hamrock, Jacobson and Schmid

Integrated (Snap)
Fasteners

Figure 15.25 Common examples of


integrated fasteners. (a) Module
with four cantilever lugs; (b) cover
with two cantilever and two rigif
lugs; (c) seperable snap joints for
chassis cover.

1998 McGraw-Hill

Text Reference: Figure 15.25, page 714

Hamrock, Jacobson and Schmid

Cantilever Snap Joint

Figure 15.26 Cantilever snap joint.

1998 McGraw-Hill

Text Reference: Figure 15.26, page 714

Hamrock, Jacobson and Schmid

Snap Fastener Design

Figure 15.27 Permissible deflection of different snap fastener cantilever shapes.


1998 McGraw-Hill

Text Reference: Figure 15.27, page 715

Hamrock, Jacobson and Schmid

of f rictio n
Friction Coefficients forCoefficient
Polymers
Material
Polytetrafluoroethylene PTFE (Teflon)
Polyethylene (rigid)
Polyethylene (flexible)
Polypropylene
Polymethylmethacrylate (PMMA)
Acrylonitrile-butadiene-styrene (ABS)
Polyvinylchloride (PVC)
Polystyrene
Polycarbonate

On steel

0. 12-0. 22
0. 20-0. 25
0. 55-0. 60
0. 25-0. 30
0. 50-0. 60
0. 50-0. 65
0. 55-0. 60
0. 40-0. 50
0. 45-0. 55

On s elf -mated
po ly mer
0. 40-0. 50
0. 66-0. 72
0. 38-0. 45
0. 60-0. 72
0. 60-0. 78
0. 55-0. 60
0. 48-0. 60
0. 54-0. 66

Table 15.12 Coefficients of friction for common snap fastener polymers [From
Bayer Corporation (1996)]

1998 McGraw-Hill

Text Reference: Table 15.12, page 716

Hamrock, Jacobson and Schmid

Cylinder End Cap Section

Figure 15.28 End cap of hydraulic cylinder for baler application.

1998 McGraw-Hill

Text Reference: Figure 15.28, page 717

Hamrock, Jacobson and Schmid

Chapter 16: Springs


Entia non multiplicantor sunt prater
necessitatum.
(Do not complicate matters more than
necessary.)
Galileo Galilee

Image: A collection of helical compression


springs

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Stress-Strain for One Cycle

Figure 16.1 Stress-strain curve for


one complete cycle.

1998 McGraw-Hill

Text Reference: Figure 16.1, page 737

Hamrock, Jacobson and Schmid

Spring Materials
Density,
, lbf/in.3

M aximum
service
temper ature
F

Principal char acteristics

11.5 x 10

0.283

250

30 x 106

11.5 x 106

0.283

250

High strength; excellent


fatigue life
General purpose use; poor
fatigue life

Common name

Specification

Modulus
of
Elasticity,
E, psi

High car bon st eels


Music wire

ASTM A228

30 x 10

Hard drawn

ASTM A227

Shear
modulus of
elasticity,
G, psi

Stainless steels
Martensitic

AISI 410, 420

29 x 106

11 x 106

0.280

500

Austenitic

AIAI 301, 302

28 x 106

10 x 106

0.282

600

Copper-based alloys
Spring brass
ASTM B134

16 x 10

6 x 10

0.308

200

Phosphor bronze

ASTM B159

15 x 106

6.3 x 106

0.320

200

Beryllium copper

ASTM B197

19 x 106

6.5 x 106

0.297

400

Nickel-based alloys
Inconel 600

31 x 10

0.307

600

Inconel X-750

Ni-Span C

11 x 10

31 x 10

11 x 10

0.298

1100

27 x 106

9.6 x 106

0.294

200

Unsatisfactory for subzero


applications
Good str ength at moder ate
temper atures; low stress
relaxation
Low cost; high conductivity;
poor mechanical properties
Ability to withstand repeated
flexures; popular alloy
High elastic and fatigue
strength; hardenable.
Good str ength; high cor rosion
resistance
Precipitation hardening; for
high temperatures
Constant modulus over a wide
temper ature range

Table 16.1 Typical properties of common spring materials.


1998 McGraw-Hill

Text Reference: Table 16.1, page 738

Hamrock, Jacobson and Schmid

Material

Strength Coefficients

Size range
in.
mm
Music wirea
0.004-0.250
0.10-6.5
Oil-tempered wireb
0.020-0.500
0.50-12
Hard-drawn wirec
0.028-0.500
0.70-12
Chromium vanadiumd
0.032-0.437
0.80-12
Chromium siliconee
0.063-0.375
1.6-10
a
Surface is smooth and free from defects and has a bright, lustrous finish.
b
Surface has a slight heat-treating scale that must be removed before plating.
c
Surface is smooth and bright with no visible marks.
d
Aircraft-quality tempered wire; can also be obtained annealed.
e
Tempered to Rockwel C49 but may also be obtained untempered.

m
0.146
0.186
0.192
0.167
0.112

ksi
196
149
136
169
202

Constant, Ap
Mpa
2170
1880
1750
2000
2000

Table 16.2 Coefficients used in Eq. (16.2) for five spring materials [From Design
Handbook (1987)]

1998 McGraw-Hill

Text Reference: Table 16.2, page 739

Hamrock, Jacobson and Schmid

Helical Spring

Figure 16.2 Helical coil. (a)


Straight wire before coiling; (b)
coiled wire showing transverese
(or direct) shear; (c) coiled wire
showing torsional shear.

1998 McGraw-Hill

Text Reference: Figure 16.2, page 741

Hamrock, Jacobson and Schmid

Shear Stresses on Wire and Coil

Figure 16.3 Shear stresses acting on wire and coil. (a) Pure torsional loading;
(b) transverse loading; (c) torsional and transverse loading with no curvature
effects; (d) torsional and transverse loading with curvature effects.
1998 McGraw-Hill

Text Reference: Figure 16.3, page 743

Hamrock, Jacobson and Schmid

Ends Used in Compression Springs

Figure 16.4 Four end types commonly used in compression springs. (a)
Plain; (b) plain and ground; (c) squared; (d) squared and gorund.
1998 McGraw-Hill

Text Reference: Figure 16.4, page 746

Hamrock, Jacobson and Schmid

Compression Spring Formulas


Term
Number of end coils, Ne
T otal number of coils, Nt
Free length, l f
Solid length, ls
pitch, p

Plain
0
Na
pNa+d
d(Nt+1)
(lf-d)/Na

Type of spring e nd
Plain and
Square d or
ground
close d
1
2
Na+1
Na +2
p(Na +1)
pNa +3d
dNt
d(Nt+1)
lf/(Na +1)
(lf-3d)/Na

Square d and
ground
2
Na+2
pNa+2d
dNt
(lf-2d)/Na

Table 16.3 Useful formulas for compression springs with four end conditions.

1998 McGraw-Hill

Text Reference: Table 16.3, page 746

Hamrock, Jacobson and Schmid

Lengths and Forces for Compression Springs

Figure 16.5 Various lengths and forces applicable to helical compression springs. (a)
Unloaded; (b) under initial load; (c) under operating load; (d) under solid load.

1998 McGraw-Hill

Text Reference: Figure 16.5, page 747

Hamrock, Jacobson and Schmid

Force vs.
Deflection

Figure 16.6 Graphical


representation of
deflection, force and
length for four spring
positions.

1998 McGraw-Hill

Text Reference: Figure 16.6, page 747

Hamrock, Jacobson and Schmid

Buckling Conditions for Compression Springs

Figure 16.7 Critical buckling conditions for parallel and nonparallel ends of
compression springs. [From Design Handbook (1987).]
1998 McGraw-Hill

Text Reference: Figure 16.7, page 748

Hamrock, Jacobson and Schmid

Ends for Extension Springs

Figure 16.8 Ends for extension springs.


(a) Conventional design; (b) side view of
Fig. 16.8 (a); (c) improved design over
Fig 16.8 (a); (d) side view of Fig. 16.8
(c).

1998 McGraw-Hill

Text Reference: Figure 16.8, page 756

Hamrock, Jacobson and Schmid

Preferred Range of Initial Shear Stress

Figure 16.10 Preferred range of initial shear stress for various spring indexes [From
Almen and Laszlo (1936).]
1998 McGraw-Hill

Text Reference: Figure 16.10, page 757

Hamrock, Jacobson and Schmid

Torsion Spring

Figure 16.11 Helical torsion spring.

1998 McGraw-Hill

Text Reference: Figure 16.11, page 761

Hamrock, Jacobson and Schmid

Leaf Spring

Figure 16.12 Leaf spring. (a) Triangular-plate, cantilever spring; (b)


equivalent multiple-leaf spring.
1998 McGraw-Hill

Text Reference: Figure 16.12, page 765

Hamrock, Jacobson and Schmid

Belleville Spring

Figure 16.13 Typical Belleville spring.

1998 McGraw-Hill

Text Reference: Figure 16.13, page 768

Hamrock, Jacobson and Schmid

Belleville Spring Behavior

Figure 16.14 Force-deflection response of Belleville spring [From Norton


(1996)].

1998 McGraw-Hill

Text Reference: Figure 16.14, page 768

Hamrock, Jacobson and Schmid

Stacking of Belleville Springs

Figure 16.15 Stacking of Belleville spring. (a) In parallel; (b) in series.

1998 McGraw-Hill

Text Reference: Figure 16.17, page 769

Hamrock, Jacobson and Schmid

Dickerman Feed Unit

Figure 16.16 Dickerman feed unit. [From SME (1984).]

1998 McGraw-Hill

Text Reference: Figure 16.16, page 770

Hamrock, Jacobson and Schmid

Case Study - Dickerman Feed Unit Spring

Figure 16.17 Figure used in case study.

1998 McGraw-Hill

Text Reference: Figure 16.17, page 771

Hamrock, Jacobson and Schmid

Chapter 17: Brakes and Clutches


Nothing has such power to broaden the mind
as the ability to investigate systematically and
truly all that comes under thy observation in
life.
Marcus Aurelius, Roman Emperor

Image: A long-shoe, expanding, internal rim


clutch

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Brake and Clutch Types

Figure 17.1 Fives types of brake and clutch. (a)


Internal, expanding rim type; (b) external,
contracting rim type; (c) band brake; (d) thrust
disk; (e) cone disk.

1998 McGraw-Hill

Text Reference: Figure 17.1, page 783

Hamrock, Jacobson and Schmid

Thrust Disk Clutch Surface

Figure 17.2 Thrust disk clutch


surface with various radii.

1998 McGraw-Hill

Text Reference: Figure 17.2, page 783

Hamrock, Jacobson and Schmid

Dimensionless Torque vs. Radius Ratio

Figure 17.3 Effect of radius ratio on dimensionless torque for uniform


pressure and uniform wear models.

1998 McGraw-Hill

Text Reference: Figure 17.3, page 786

Hamrock, Jacobson and Schmid

Properties of
Contacting Materials
Maximum contact pressure,
Maximum bulk temp erature,
b

p m ax
Coefficien t of
Friction material
friction,
psi
Molded
0.25-.045
150-300
W oven
0.25-0.45
50-100
Sintered Metal
0.15-0.45
150-300
Cork
0.30-0.50
8-14
W ood
0.20-0.30
50-90
Cast iron; hard steel
0.15-0.25
100-250
a
When rubbing against smooth cast iron or steel.
b
Use of lower value will give longer life.
a

t m, max
kPa
1030-2070
345-690
1030-2070
55-95
345-620
390-1720

F
400-500
400-500
400-1250
180
200
500

C
204-260
204-260
232-677
82
93
260

Table 17.1 Representative properties of contacting materials operating dry.

1998 McGraw-Hill

Text Reference: Figure 17.1, page 787

Hamrock, Jacobson and Schmid

a
Properties
Operating
in Oilof friction,
Friction material
Coefficient
Molded
0.06-0.09
Woven
0.08-0.10
Sintered Metal
0.05-0.08
Paper
0.10-0.14
Graphitic
0.12 (avg)
Polymeric
0.11 (avg)
Cork
0.15-0.25
Wood
0.12-0.16
Cast iron; hard steels
0.03-0.16
a
When rubbing against smooth steel or cast iron.

Table 17.2 Coefficients of friction for contacting materials operating in oil.

1998 McGraw-Hill

Text Reference: Table 17.2, page 787

Hamrock, Jacobson and Schmid

Forces on Cone
Clutch
Figure 17.4 Forces acting on elements
of cone clutch.

1998 McGraw-Hill

Text Reference: Figure 17.4, page 789

Hamrock, Jacobson and Schmid

Block (Short Shoe) Brake

Figure 17.5 Block, or short-shoe brake, with two configurations.

1998 McGraw-Hill

Text Reference: Figure 17.5, page 791

Hamrock, Jacobson and Schmid

Example 17.3
Figure 17.6 Short-show brake
used in Example 17.3 (All
dimensions are in inches.)

1998 McGraw-Hill

Text Reference: Figure 17.6, page 793

Hamrock, Jacobson and Schmid

Long-shoe, Internal, Expanding Rim Brake

Figure 17.7 Long-shoe,


internal, expanding rim brake
with two shoes.

1998 McGraw-Hill

Text Reference: Figure 17.7, page 794

Hamrock, Jacobson and Schmid

Forces and Dimensions of Long-Shoe


Expanding Brake
Figure 17.8 Forces and
dimensions of long-shoe,
internal, expanding rim
brake.

1998 McGraw-Hill

Text Reference: Figure 17.8, page 795

Hamrock, Jacobson and Schmid

Example 17.4

Figure 17.9 Four-long-shoe, internal,


expanding rim brake used in Example
17.4.

1998 McGraw-Hill

Text Reference: Figure 17.9, page 798

Hamrock, Jacobson and Schmid

Long-Shoe External Contracting Rim Brake


Figure 17.10 Forces and
dimensions of long-shoe,
external, contracting rim
brake.

1998 McGraw-Hill

Text Reference: Figure 17.10, page 801

Hamrock, Jacobson and Schmid

Pivot Shoe Brake

Figure 17.11 Symmetrically


loaded pivot-shoe brake.

1998 McGraw-Hill

Text Reference: Figure 17.11, page 803

Hamrock, Jacobson and Schmid

Band Brake

Figure 17.12 Band brake. (a) Forces acting on band; (b) forces acting on element.
1998 McGraw-Hill

Text Reference: Figure 17.12, page 807

Hamrock, Jacobson and Schmid

Example 17.7
Figure 17.13 Band brake used
in Example 17.7.

1998 McGraw-Hill

Text Reference: Figure 17.13, page 809

Hamrock, Jacobson and Schmid

Mobile Crane Hoist Line Brake

Figure 17.14 Hoist line brake for


mobile hydraulic crane.

1998 McGraw-Hill

Text Reference: Figure 17.14, page 813

Hamrock, Jacobson and Schmid

Chapter 18: Flexible Machine Elements


Scientists study the world as it is,
engineers create the world that has
never been.
Theodore von Karman

Image: An assortment of chains and


belts and their associated sprockets
and pulleys. Courtesy of Sterling
Instrument Co.

1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Open Flat Belt

Figure 18.1 Dimensions, angles of contact, and center distance of open


flat belt.
1998 McGraw-Hill

Text Reference: Figure 18.1, page 828

Hamrock, Jacobson and Schmid

Weighted Idler

Figure 18.2 Weighted idler used to maintain desired belt tension.

1998 McGraw-Hill

Text Reference: Figure 18.2, page 832

Hamrock, Jacobson and Schmid

Timing Belt

Figure 18.3 Synchronous, or


timing, belt.

1998 McGraw-Hill

Text Reference: Figure 18.3, page 832

Hamrock, Jacobson and Schmid

V-Belt in Sheave Groove

Figure 18.4 V-belt in sheave groove.

1998 McGraw-Hill

Text Reference: Figure 18.4, page 834

Hamrock, Jacobson and Schmid

Driven unit
Agitato rs
Liquid
Semiliquid
Co mpressor
Centrifugal
Reciprocating
Co nveyo rs and elevators
Package, oven
Belt
Fans and blowers
Centrifugal, calculating
Exhausters
Fo od machiners
Slicers
Grinders and mixers
Generators
Farm lighting and exciters
Heating and ventilating
Fans and oil burners
Stokers
Laundry machinery
Dryers and ironers
Washers
Machine to ols
Home workshop and woodworking
Pumps
Centrifugal
Recprocating
1998 McGraw-Hill

Overload
facto r
1.2
1.4

Overload Factors

1.2
1.4
1.2
1.4
1.2
1.4
1.2
1.4
1.2

Table 18.1 Overload service


factors (f1) for various types of
driven unit.

1.2
2.4
1.2
1.4
1.4
1.2
1.4
Text Reference: Table 18.1, page 835

Hamrock, Jacobson and Schmid

Minimum Pulley Pitch Diameter


Belt
type
2L
3L
4L

Size of belt, in.


1/4 x 1/8
1/4 x 7/32
1/2 x 5/16

Minimum pitch diameter, in.


Recommended
Absolute
1.0
1.0
1.5
1.5
2.5
1.8

Table 18.2 Recommended minimum pitch diameters of pulley for three


belt sizes.

1998 McGraw-Hill

Text Reference: Table 18.2, page 836

Hamrock, Jacobson and Schmid

Recommended Pulley Diameter


Motor
horsepower, hp
0.50
0.75
1.00

575
2.50
3.00
3.00

Motor speed, rpm


695
870
1160
Recommended pulley diameter, in.
2.50
2.50
2.50
2.50
2.50
3.00
2.50
2.50

1750
2.25

Table 18.3 Recommended pulley diameters in inches for three electric


motor sizes.

1998 McGraw-Hill

Text Reference: Table 18.3, page 836

Hamrock, Jacobson and Schmid

Loss in arc of
contact, deg
0
5
10
15
20
25
30
35
40
45

in arc of
Arc Correction Loss
Factors

Correction
factor
1.00
0.99
0.98
0.96
0.95
0.93
0.92
0.89
0.89
0.87

contact, deg
50
55
60
65
70
75
80
86
90

Correction
factor
0.86
0.84
0.83
0.81
0.79
0.76
0.74
0.71
0.69

Table 18.4 Arc correction factors for various angles of loss in arc of contact.

1998 McGraw-Hill

Text Reference: Table 18.4, page 837

Hamrock, Jacobson and Schmid

Power Ratings
for Light
Duty in.V-Belt
Pulley effective
outside diameter,

S peed of faster
shaft, rpm

1.00

2.00

1160
1750
3450
500
1000
1500
2000
2500
3000
3500
4000
4500
5000

0.05
0.07
0.14
0.04
0.05
0.06
0.08
0.10
0.12
0.14
0.16
0.18
0.20

0.08
0.13
0.24
0.05
0.08
0.12
0.15
0.18
0.21
0.24
0.28
0.31
0.35

3.00
4.00
Rated horsepower, hp
0.12
0.16
0.20
0.25
0.35
0.44
0.06
0.08
0.12
0.16
0.17
0.22
0.23
0.28
0.27
0.34
0.31
0.40
0.35
0.44
0.38
0.46
0.42

5.00

6.00

0.19
0.28
0.44
0.10
0.19
0.25
0.32
0.39
0.41
0.44

0.21
0.34
0.12
0.21
0.30
0.39
0.44
0.47

Table 18.5 Power ratings for light duty V-belt. (a) 2L section with wt=1/4 in.
and ht=1/8 in.
1998 McGraw-Hill

Text Reference: Table 18.5, page 838

Hamrock, Jacobson and Schmid

Power Ratings for Light Duty V-Belt (cont.)


S peed of
faster shaft,
rpm
1160
1750
3450
500
1000
1500
2000
2500
3000
3500
4000
4500
5000

1.50
0.07
0.09
0.11
0.04
0.07
0.09
0.10
0.11
0.11
0.11
0.11
0.10
0.09

Pul ley effective outside diameter, in.


1.75
2.00
2.25
2.50
2.75
Rated horsepower, hp
0.13
0.18
0.23
0.28
0.34
0.17
0.25
0.32
0.39
0.46
0.25
0.38
0.50
0.62
0.73
0.07
0.09
0.12
0.14
0.17
0.12
0.16
0.21
0.25
0.30
0.15
0.22
0.29
0.35
0.41
0.19
0.27
0.35
0.43
0.51
0.21
0.31
0.41
0.51
0.60
0.23
0.35
0.45
0.57
0.68
0.25
0.38
0.50
0.62
0.74
0.26
0.40
0.54
0.66
0.78
0.25
0.42
0.56
0.68
0.80
0.26
0.42
0.57
0.69
0.80

3.00
0.39
0.54
0.83
0.19
0.34
0.47
0.59
0.69
0.78
0.84
0.88
0.90
0.89

Table 18.5 Power ratings for light duty V-belt. (b) 3L section with wt=3/8 in.
and ht=1/4 in.
1998 McGraw-Hill

Text Reference: Table 18.5, page 838

Hamrock, Jacobson and Schmid

Power Ratings for Light Duty V-Belt (cont.)


S peed of
faster shaft,
rpm
1160
1750
3450
500
1000
1500
2000
2500
3000
3500
4000
4500
5000

2.00

2.25

0.12
0.12
0.02
0.08
0.11
0.12
0.11
0.09
0.06
0.02
-

0.23
0.28
0.30
0.14
0.21
0.26
0.30
0.31
0.31
0.30
0.27
0.22
0.15

Pulley effective outside diameter, in.


2.50 2.75 3.00 3.25
3.50
Rated horsepower, hp.
0.34 0.45 0.56 0.67
0.77
0.44 0.60 0.75 0.90
1.05
0.57 0.83 1.07 1.30
1052
0.19 0.24 0.29 0.34
0.39
0.31 0.41 0.50 0.60
0.69
0.40 0.54 0.67 0.81
0.94
0.47 0.65 0.82 0.99
1.15
0.53 0.73 0.94 1.13
1.32
0.56 0.79 1.02 1.24
1.45
0.57 0.83 1.07 1.31
1.53
0.56 0.83 1.09 1.33
1.55
0.54 0.81 1.07 1.30
1.51
0.47 0.75 1.01 1.23
1.41

3.75

4.00

0.88
1.20
1.73
0.44
0.78
1.07
1.31
1.51
1.65
1.73
1.75
1.69
1.66

0.98
1.34
1.92
0.49
0.87
1.20
1.47
1.69
1.84
1.92
1.92
1.84
1.65

Table 18.5 Power ratings for light duty V-belt. (c) 4L section with wt=1/2 in.
and ht=9/32 in.
1998 McGraw-Hill

Text Reference: Table 18.5, page 839

Hamrock, Jacobson and Schmid

Pulley combination
Driver pitch Driver pitch

Normal center distance


S hort center
Medium center

Center Distances

diameter, in.

diameter, in.

Belt
number

2.0
3.0
2.0
2.0
3.0
2.0
2.0
2.25
2.5
3.0
2.0
2.0
3.0
2.0
2.0
2.0.
1.5

2.0
3.0
2.5
3.0
4.5
3.5
4.0
4.5
5.0
6.0
5.0
6.0
9.0
7.0
9.0
10.0
9.0

3L200
3L250
3L210
3L220
3L290
3L240
3L250
3L270
3L290
3L330
3L250
3L310
3L410
3L340
3L390
3L420
3L390

Center
distance,
in.
6.4
7.4
6.6
6.7
8.2
7.3
7.2
7.7
8.1
8.9
8.0
8.6
10.3
9.2
9.9
10.4
10.1

Belt
number
3L250
3L310
3L270
3L280
3L350
3L300
3L310
3L330
3L350
3L390
3L340
3L370
3L470
3L400
3L450
3L480
3L450

Center
distance,
in.
9.4
10.4
9.6
9.7
11.2
10.3
10.3
10.7
11.1
11.9
11.0
11.6
13.4
12.2
13.0
13.6
13.3

Table 18.6 Center distances for various pitch diameters of driver and driven pulleys.
(a) 3L type of V-belt.
1998 McGraw-Hill

Text Reference: Table 18.6, page 839

Hamrock, Jacobson and Schmid

Center Distances (cont.)


Driver
pitch
diameter,
in.
2.5
3.0
3.0
4.0
3.0
3.5
3.0
4.0
3.0
3.5
4.0
3.0
4.0
3.0
3.5
2.0
4.0
2.4
2.5
2.8
2.0
2.0
2.5
3.0
2.0

Driver
pitch
diameter,
in.
2. 5
3. 0
4. 5
6. 0
6. 0
7. 0
7. 5
10.0
9. 0
10.5
12.0
10.5
14.0
12.0
14.0
9. 0
18.0
12.0
18.0
14.0
11.0
12.0
15.0
13.0
14.0

Minimum center
Center
Belt
distance,
number
in.
4L170
4. 0
4L200
4. 8
4L240
5. 5
4L300
6. 5
4L280
6. 2
4L320
7. 0
4L320
6. 8
4L410
8. 5
4L360
7. 5
4L420
8. 8
4L470
9. 6
4L410
8. 6
4L530
10.5
4L450
9. 1
4L520
10.4
4L350
7. 5
4L650
12.8
4L440
8. 9
4L480
9. 3
4L510
10.3
4L400
8. 0
4L430
8. 5
4L530
10.3
4L630
12.2
4L490
9. 5

Short center
Center
Belt
distance,
number
in.
4L150
8.0
4L280
8.8
4L320
9.6
4L380
10. 6
4L360
10. 3
4L400
11. 1
4L400
11. 0
4L490
12. 5
4L440
11. 7
4L500
13. 0
4L550
13. 8
4L490
12. 9
4L610
15. 0
4L530
13. 4
4L600
14. 8
4L430
11. 8
4L730
17. 3
4L520
13. 3
4L560
14. 3
4L590
14. 7
4L480
12. 5
4L510
130
4L610
14. 9
4L710
16. 8
4L570
14. 1

Medium center
Center
Belt
distance,
number
in.
4L330
12.0
4L360
12.8
4L400
13.6
4L460
14.5
4L440
14.3
4L480
15.1
4L480
15.0
4L570
16.7
4L520
15.8
4L580
17.1
4L630
18.0
4L570
17.0
4L690
19.1
4L610
17.6
4L680
19.0
4L510
15.9
4L810
21.6
4L600
17.5
4L640
18.5
4L670
19.0
4L560
16.7
4L590
17.3
4L690
19.2
4L790
21.2
4L650
18.4

Table 18.6 Center distances for various pitch diameters of driver and driven pulleys.
(b) 4L type of V-belt.
1998 McGraw-Hill

Text Reference: Table 18.6, page 840

Hamrock, Jacobson and Schmid

Wire Rope

Figure 18.5 Cross section of wire rope.

1998 McGraw-Hill

Text Reference: Figure 18.5, page 841

Hamrock, Jacobson and Schmid

Rope Lay

Figure 18.6 Two lays of wire rope. (a) Lang; (b) regular.

1998 McGraw-Hill

Text Reference: Figure 18.6, page 842

Hamrock, Jacobson and Schmid

Rope

Wei ght
per
height,
l b/f t

Mini mu
m s heave
di ameter,
in.

1.50d 2

42d

Rope
di ameter,
d, i n.

Wire Rope Data


Materi al

Si ze of
outer
wi res
d/9
d/9
d/9
d/13-d/16
d/13-d/16
d/13-d/16
d/ 22
d/ 22
d/15-d/19
d/15-d/19
-

Modulus
of
elasticitya
psi

Strength b
ps i

Monit or s teel
14 x 10 6
100 x 103
6
P low st eel
14 x 10
88 x 10 3
6
M il d pl ow s teel
14 x 10
76 x 10 3
2
6
6 x 19
1.60d
26d-34d
1/4 - 2 3/ 4
Monit or s teel
12 x 10
106 x 103
6
St andard
P low st eel
12 x 10
93 x 10 3
6
hoi st ing
M il d pl ow s teel
12 x 10
80 x 10 3
2
6
1.55d
18d
1/4 - 3 1/ 2
Monit or s teel
11 x 10
100 x 103
6
6 x 37 Special
P low st eel
11 x 10
88 x 10 3
2
6
fl exibl e
1.45d
21d-26d
1/4 - 1 1/ 2
Monit or s teel
10 x 10
92 x 10 3
6
8 x 19 Ext ra
P low st eel
10 x 10
80 x 10 3
2
fl exibl e
1.70d
1/ 16 - 3/ 8
Corros ion124 x 103
7 x 7 Aircraft
res is tant s teel
3
Carbon s teel
124 x 10
2
1.75d
1/8 - 1 3/ 8
Corros ion135 x 103
7 x 9 Aircraft
res is tant s teel
3
Carbon s teel
143 x 10
2
2.15d
1/32 - 5/16
Corros ion165 x 103
19-Wi re
res is tant s teel
aircraft
Carbon s teel
165 x 103
a
The modul us of el as ti city is onl y approximate; it is affected by the loads on t he rope and, in general , i ncreas es
wi th t he l ife of the rope.
b
The s trength i s bas ed on t he nominal area of t he rope. The figures gi ven are only approxi mat e and are bas ed on 1i n. rope si zes and 1/ 4 in. ai rcraft cable s izes.
6 x 7 Haulage

1/4 - 1 1/ 2

Table 18.7 Wire rope data [From Shigley and Mitchell (1983)]
1998 McGraw-Hill

Text Reference: Table 18.7, page 843

Hamrock, Jacobson and Schmid

Application
Track cables
Guys
Mine shafts, ft
Up to 500
1000-2000
2000-3000
Over 3000
Hoisting
Haulage
Cranes and derricks
Electric hoists
Hand elevators
Private elevators
Hand dumbwaiters
Grain elevators
Passenger elevators, ft/min
50
300
800
1200
1500
Freight elevators, ft/min
50
300
800
1200
1500
1998 McGraw-Hill

Safety factora, n s
3.2
3.5
8.0
7.0
6.0
5.0
5.0
6.0
6.0
7.0
5.0
7.5
4.5
7.5
7.60
9.20
11.25
11.80
11.90

Minimum Safety
Factors for Wire Rope

Table 18.8 Minimum safety factors


for variety of wire rope
applications. [from Shigley and
Mitchell (1983)]

6.65
8.20
10.00
10.50
10.55
Text Reference: Table 18.8, page 844

Hamrock, Jacobson and Schmid

Loss in Rope Strength vs. D/d Ratio

Figure 18.7 Percent strength loss in wire rope for different D/d ratios.

1998 McGraw-Hill

Text Reference: Figure 18.7, page 846

Hamrock, Jacobson and Schmid

Service Life vs. D/d ratio

Figure 18.8 Service life for different D/d ratios.


1998 McGraw-Hill

Text Reference: Figure 18.8, page 846

Hamrock, Jacobson and Schmid

Maximum Allowable Bending Pressures for


Material
Wire
Rope
Wood
Cast
Iron Cast
stee l
Chilled cast Manganese
a

Rope
Regular Lay
6 x7
6 x 19
6 x 37
8 x 19

iron d
Allowable be aring pressure, pall, psi
150
250
300
350

300
480
585
680

550
900
1075
1260

650
1100
1325
1550

Lang Lay
6 x7
165
350
600
715
6 x 19
275
550
1000
1210
6 x 37
330
660
1180
1450
a
On end grain of beech, hickory or gum
b
For H B(min.)=125.
c
30-40 carbon; H B(min.)=160.
d
Use only with uniform surface hardness.
e
For high sp eeds with balanced sheaves having ground surfaces.

stee le

1470
2400
3000
3500

1650
2750
3300

Table 18.9 Maximum allowable bending pressures for various sheave materials and
types of rope. [From Shigley and Mitchell (1983)]
1998 McGraw-Hill

Text Reference: Table 18.9, page 847

Hamrock, Jacobson and Schmid

Rolling Chain

Figure 18.9 Various parts of a rolling chain.

1998 McGraw-Hill

Text Reference: Figure 18.9, page 849

Hamrock, Jacobson and Schmid

Roller
Pin
Link
Average
Strengths
of
Rolling
Chains
Diameter
Width,
diameter
plate
ultimate
Chain
number
a
25
35a
b
41
40
50
60
80
100
120
140
160
180
200
240
a
b

Pitch
P t , in.
1/4
3/8
1/2
1/2
5/8
3/4
1
1 1/4
1 1/2
1 3/4
2
2 1/4
2 1/2
3

in.

in.

, d, in.

0.130
0.200 a
0.306
5/16
2/5
15/32
5/8
3/4
7/8
1
1 1/8
1 13/32
1 9/16
1 7/8

1/8
3/16
1/4
5/16
3/8
1/2
5/8
3/4
1
1
1 1/4
1 13/32
1 1/2
1 7/8

0.0905
0. 141
0. 141
0. 156
0. 200
0. 234
0. 312
0. 375
0. 437
0. 500
0. 562
0. 687
0. 781
0. 937

thickness,
a
0.030
0.050
0.050
0.060
0.080
0.094
0.125
0.156
0.187
0.219
0.250
0.281
0.312
0.375

strength,
S u, lbf
875
2100
2000
3700
6100
8500
14500
24000
34000
46000
58000
76000
95000
130000

Weight
per foot,
lbf
0.084
0.21
0.28
0.41
0.68
1.00
1.69
2.49
3.67
4.93
6.43
8.70
10. 51
16. 90

Witho ut ro llers
Li ghtwei ght rollers

Table 18.10 Standard sizes and strengths of rolling chains.

1998 McGraw-Hill

Text Reference: Table 18.10, page 850

Hamrock, Jacobson and Schmid

Chordal Rise

Figure 18.10 Chordal rise in rolling


chains.

1998 McGraw-Hill

Text Reference: Figure 18.10, page 851

Hamrock, Jacobson and Schmid

Transmitted Power

Table 18.11 Transmitted power of single-strand, no. 25 rolling chain.

1998 McGraw-Hill

Text Reference: Table 18.11, page 853

Hamrock, Jacobson and Schmid

Rolling Chain Service Factors


Type of driven
load

Smooth
M oderate shock
Heavy shock

Type of input power


Internal
Electric motor
combustion engine
or
with hydraulic
turbine
drive
1.0
1.2
1.4

1.0
1.3
1.5

Internal
combustion
engine with
mechanical
drive
1.2
1.4
1.7

Table 18.12 Service factors for rolling chains.

1998 McGraw-Hill

Text Reference: Table 18.13, page 854

Hamrock, Jacobson and Schmid

Multiple-strand Factors
Number of strands
2
3
4

Multiple-strand factor, a2
1.7
2.5
3.3

Table 18.13 Multiple strand factors for rolling chains.

1998 McGraw-Hill

Text Reference: Table 18.14, page 854

Hamrock, Jacobson and Schmid

Dragline

Figure 18.11 Typical dragline.

1998 McGraw-Hill

Text Reference: Figure 18.11, page 856

Hamrock, Jacobson and Schmid

Chapter 19: Design Projects


In your further operations, you must of course be
guided by the circumstances by which you are
surrounded, and the information you are able to
collect, and must not consider yourself committed to
any particular line of conduct, but be governed by
your good judgment.
Robert E. Lee

Image: A roller coaster.


1998 McGraw-Hill

Hamrock, Jacobson and Schmid

Vertical Mixer

Figure 19.1 Typical 30-quart vertical mixer with common agitator


attachments.
1998 McGraw-Hill

Text Reference: Figure 19.1, page 870

Hamrock, Jacobson and Schmid

Vertical Mixer30Requirements

M achine bowl cap acity, quarts


M aximum height, ft
M aximum floor footp rint, ft.
Agitator path
Agitator rotation

Number of sp eeds
High-sp eed target range (rotation), rpm
Low-speed target range (rotation), rpm
Bowl infeed
M otor operating sp eed, rpm

6
2.5 by 3
Circular, clockwise as viewed from the top
Counterclockwise as viewed from the top ,
ap prox. 3 revolutions per agitator path
revolution, but not critical (1 to 5 is
acceptable)
2
100
50
Rack-and-p inion lift to agitator p osition
1000

Table 19.1 Requirements for vertical mizer.

1998 McGraw-Hill

Text Reference: Table 19.1, page 871

Hamrock, Jacobson and Schmid

Planetary Gear Train

Figure 19.2 Illustration of planetary gear. (a) With three planets (typical); (b)
with one planet (for analysis only). (The agitator is attached to a planet.)
1998 McGraw-Hill

Text Reference: Figure 19.2, page 872

Hamrock, Jacobson and Schmid

Vertical Mixer Data


N umber of
s un ge ar
tee th

S un gear
diame ter, in.

Numbe r o f
planet ge ar
te eth

10
20
30
40
50
60

2
4
6
8
10
12

40
35
30
25
20
15

Planet g ear
s peed, pla net,
rpm
325
357
400
460
550
700

S un g ear
s pee d, sun,
rpm
1000
550
400
325
280
250

Table 19.2 Data for the veritcal mixer.

1998 McGraw-Hill

Text Reference: Table 19.2, page 873

Hamrock, Jacobson and Schmid

Planetary Gear Head

Figure 19.3 Schematic of planetary gear head.

1998 McGraw-Hill

Text Reference: Figure 19.3, page 873

Hamrock, Jacobson and Schmid

Roller Coaster Brake

Figure 19.4 Schematic of roller


coaster brake. (a) Open,
allowing cars to pass through;
(b) closed, so that braking is
achieved with flange on cars; (c)
side elevation. (Courtesy of
Custom Coasters International)
1998 McGraw-Hill

Text Reference: Figure 19.4, page 875

Hamrock, Jacobson and Schmid

Roller Coaster Cars

Figure 19.5 Schematic of typical roller coaster cars. Dimensions


are in inches. (Courtesy of Custom Coasters International)

1998 McGraw-Hill

Text Reference: Figure 19.5, page 876

Hamrock, Jacobson and Schmid

Brake Cylinder Detail

Figure 19.6 Detail of brake-actuating cylinder with forces shown.


(Courtesy of Custom Coasters, International)
1998 McGraw-Hill

Text Reference: Figure 19.4, page 875

Hamrock, Jacobson and Schmid

Brake Spring Data

Figure 19.7 Brake spring


data (a) Various sizes of
cylinders/springs.

1998 McGraw-Hill

Text Reference: Figure 19.7, page 878

Hamrock, Jacobson and Schmid

Brake Spring Data (cont.)

Figure 19.7 Brake spring data (b) spring force curve.


1998 McGraw-Hill

Text Reference: Figure 19.7, page 879

Hamrock, Jacobson and Schmid

Brake Spring Data (cont.)

Figure 19.7 Brake spring data.


(c) cylinder assembly.

1998 McGraw-Hill

Text Reference: Figure 19.7, page 879

Hamrock, Jacobson and Schmid

Cylinder Mounting Bolts

Figure 19.8 Details of


pneumatic cylinder mounting
bolts.

1998 McGraw-Hill

Text Reference: Figure 19.8, page 880

Hamrock, Jacobson and Schmid

Bolt Analysis Results


Thickness
of thinnes t
member,
t w, in.
0. 125
0. 25
0. 375
0. 5

Cres t
diameter,
d c, in.
0. 43
0. 46
0. 50
0. 54

Bolt
diameter
(rounded),
d, in.
0. 5
0. 5
0. 50
0.625

S afety factor, ns
Bending
Shear
Bearing
9. 6
7. 2
6. 0
9. 4

16
17
17
26

9. 2
18
27
46

Table 19.3 Results from Analysis of brake cylinder mounting bolts.

1998 McGraw-Hill

Text Reference: Table 19.3, page 881

Hamrock, Jacobson and Schmid

Automobile

Figure 19.9 Car with critical parameters used in dimensioning brakes.

1998 McGraw-Hill

Text Reference: Figure 19.9, page 882

Hamrock, Jacobson and Schmid

Deceleration

Figure 19.10 Deceleration as function of used portion of maximum


coefficient of friction.

1998 McGraw-Hill

Text Reference: Figure 19.10, page 883

Hamrock, Jacobson and Schmid

Velocity vs. Braking Distance

Figure 19.11 Velocity as a function of braking distance.

1998 McGraw-Hill

Text Reference: Figure 19.11, page 884

Hamrock, Jacobson and Schmid

Car Forces

Figure 19.12 Forces acting on car.

1998 McGraw-Hill

Text Reference: Figure 19.12, page 885

Hamrock, Jacobson and Schmid

Brake Shoe Schematic

Figure 19.13 Schematic of car brake


shoes.

1998 McGraw-Hill

Text Reference: Figure 19.13, page 886

Hamrock, Jacobson and Schmid

Forces on Brake Shoes and Critical Angles

Figure 19.14 Forces


acting on brake shoes, as
well as critical angles.

1998 McGraw-Hill

Text Reference: Figure 19.14, page 886

Hamrock, Jacobson and Schmid

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