Professional Documents
Culture Documents
Topic 3 Torsion
Engineering structures are frequently loaded by twisting couples, known as Torque. Typical structures
that undergo such loading are power transmission shafts such as the prop-shaft (driveshaft) of an
automobile, drill shaft for oil wells and twisting tool such as screwdrivers. It offers a very effective
mechanical means of power transmission. Shafts may be solid (as in the case of the screwdriver) or
hollow (as for the prop-shaft). In this course only shafts with circular cross-sections will be
considered as they allow a number of simplifying assumptions to be made so that the stresses and
deformations due to torsion can be evaluated.
Torque
Torque is a couple (i.e. a moment). It is a vector in nature and has both a magnitude and a sense of
direction. Torque is frequently represented by either a curved arrow around an axis for 3-D sketches
or a double-headed arrow vector (to differentiate it from an axial force) along the axis for 2-D
sketches. The two representations of the same torque in Fig. 1 are related through the right hand rule.
T T
Figure 1
It is essential to distinguish between externally applied loads and internal torques generated in shafts
in response to external loads applied. An internal torque acts over a cross-section of a shaft and a
positive internal torque, when expressed in a double arrowed vector, is in the direction of outward
normal to the cross-section, as shown in Fig. 1, irrespective of the direction of coordinate axis.
Internal torques can only be determined reliably using a Free Body Diagram (FBD) of the shaft with
an appropriate segment of the shaft, considering the moment equilibrium of the segment about the axis
of the shaft. The reactions to a shaft are torques from the supports in order to constrain the shaft from
undesirable motion in space. They can be found through appropriate FBDs like the internal torques.
Example: Calculate the variation of torque along the stepped shaft as shown in Fig. 2 and plot the
torque distribution along the axis in terms of a torque diagram.
Step 1: Take a segment from E to any point between D and E as a FBD (see the inset). There is an
external torque 16kNm applied at E and an internal torque T at the cross section of the cut. Always
assume the internal torque is in a positive sense. From the equilibrium of this FBD, T−16=0, i.e.
T=16. Thus, within the segment DE, the internal torque is 16kNm and it is positive.
Step 2: Take a segment from E to any point between C and D as a FBD. From the equilibrium of this
FBD, the internal torque on the chosen cross-section is equal to the sum of those external torques
applied at E and D (opposite in direction, too, and hence positive). Thus, within the segment CD, the
internal torque is T=8+16=24kNm. At the cross-section D where an external torque is applied, the
internal torques distribution shows a step change, i.e. discontinuity, in mathematical terms. The
magnitude of the internal torque at this cross-section is meaningless. Instead, it will be sensible to
describe the internal torque an infinitesimal distance ahead or behind the cross-section.
Step 3: The same procedure leads to internal torques within segments BC and AB.
3-1
Structures II, MACE, University of Manchester
A torque diagram can be drawn as a graphic representation of the internal torque distribution through
the length of a shaft, as shown in Fig. 2.
2kNm FBD:
12kNm 16kNm
T 16kNm
8kNm
3m 2m 2m 1m
A B C D E
FBD:
30kNm
10kNm ⊕
Figure 2
What is the reaction at the cross-section A?
Shear Strain
The torque (or shear force) acting on the cross-section produces shear stress and shear strain (shear
deformation). Fig. 3 shows the shear deformation when a rectangular element is subjected to a shear
stress and deforms into rhomboid. There may be rigid body rotation of the element involved as
illustrated in Fig. 3, in general, which should not be counted as a part of shear deformation. An
appropriate measure of the shear deformation is by introducing shear strain.
τ
τ
τ
τ τ τ
τ
τ
Figure 3
Shear strain is defined as the change in angle γ of a right angle as shown in Fig. 4. It relies on a sign
convention to define its sense. The sign convention can be assisted with a definition of positive right
angle and a negative right angle. A positive right angle is a right angle in the first and third quadrants
and a negative right angle is a right angle in the second and fourth quadrants, as indicated in Fig. 4.
With this, a positive shear strain can be defined as reduction of a positive right angle or increase of a
negative right angle. A negative shear strain is defined in exactly the opposite way.
3-2
Structures II, MACE, University of Manchester
y y
γ
− +
x
+ −
x
Figure 4
With the sign convention for shear strains introduced, one may find the consistence that a positive
shear stress results in a positive shear strain.
Linear elastic deformation is usually assumed to be very small. In the context of shear strain, small
deformation requires small shear strain or small change in angle of a right angle as a result of
deformation. Because of this, one has the following simplification
γ ≈ tan γ
Dimension & Units: Shear strain is measured in radians and is dimensionless like direct strain.
Example: Consider a floor tile bonded to the floor of a house by 1mm of adhesive. If a shear force Q
is applied to its upper surface when a kitchen appliance is being slide over the top of the tile (this
upper shear force will of course be reacted by an equal and opposite shear force Q from the floor to
maintain equilibrium) and the tile moves 0.01 mm as shown in Fig. 5. Determine the shear strain in the
bonding adhesive.
For small deformation, assume that the height of the material does not change significantly. Therefore
shear strain in adhesive γ = tan γ = δ/h = 0.01/1= 0.01
y
0.01mm
150mm 0.01mm Q
γ
1mm 1mm
x
z Q
150mm
FBD of adhesive layer
Figure 5
For a material under shear stress, if the shear strain is measured as the shear stress increases, one can
plot τ against γ to obtain the shear stress-strain curve for the material. One of the typical types of test is
through tube torsion, which will be a subject in the next part of the chapter. Shear stress-strain curve
demonstrates an initial linear (elastic) section where shear strain is proportional to shear stress. This
gives the Hooke’s law for shear stress and strain:
τ = Gγ (1)
where the proportion factor G is called shear modulus, which is another important material property
like Young’s modulus. They have the same dimension and units.
3-3
Structures II, MACE, University of Manchester
b δ τ
γ
h h
x
z L τ
(a) (b)
Figure 6
Consider the FBD of Fig. 6(b). The shear strain in the material is calculated by:
δ δ
γ ≈ tan γ = (Comparing with ε = )
h L
Therefore the average shear stress τ may be determined by:
Gδ
τ = Gγ = (Comparing with σ = Eε )
h
and the force Q applied to the upper plate is calculated from:
GδLb
Q = τA = (Comparing with N = Aσ )
h
Torsion Deformation
Consider a shaft of a circular cross-section under torsion as shown in Fig. 7(a). Experimental
observations suggest that all cross-sections remain plane and undistorted and the distance between any
two cross-sections does not change after the torsional deformation. This justifies a very important
assumption, called plane section assumption, to be made on the pattern of the deformation in shafts of
circular cross-section under torsion. This will allow a simple theory for torsion to be formulated. The
assumption postulates that any cross-section of the shaft under torsion will remain plane after
deformation and any longitudinal fibre is subjected to neither extension nor contraction.
Figure 71
1
From: Beer, Johnston and Dewolf, Mechanics of Materials, 2002
3-4
Structures II, MACE, University of Manchester
The same observations do not apply to shafts of cross-sections other than circular, e.g. square in
Figure 7(b), where the profiles of cross-sections warp. As a result, they will not remain plane. More
complex theory is required to assess the effect of torsion on stress distributions for such shafts and
hence will not be addressed in this course.
The plane section assumption can be interpreted through the deformation pattern of a segment of the
shaft as shown in Fig. 8. Consider a point B located at radius r from the axis of revolution. As the
shaft is twisted, radii OB and OC rotate about the shaft axis by an angle φ to new positions OB’ and
OC’. Any longitudinal fibre, such as AB, does not change its length and hence there is no direct strain
involved in the axial direction in this problem.
R
T
r
B C C′
O
φ
C
B
C′
B
B’ L γ
A D
A D
(a) (b)
Figure 8
Consider the deformation in a segment of a shaft of radius R, as shown in Fig. 8(a). After the
deformation, the top end rotates through an angle φ, called the angle of twist, relative to the bottom
end. Now, examine a thin surface element ABCD located within the shaft at a distance r from the axis
of revolution. This element can be used to obtain the relationship between the angle of twist and the
shear strain generated in the shaft.
Considering only small deformation in the elastic region of the material as assumed, the thin surface
element ABCD deforms to new shape AB’C’D as shown in Fig. 8(b). The angle of twist and the shear
strains generated in surface element ABCD at its deformed state AB’C’D can be related as follows,
bearing in mind that deformation is small (hence γ<<1) and that shear strain is defined as the change
of angle of a right angle, the shear strain γ in this surface element can be obtained as
BB ′ rϕ
γ ≈ tan γ = =
L L
It is often helpful to introduce another quantity, angle of twist per unit length, denoted as θ =ϕ L,
to describe the twisting deformation in shafts. The above equation can thus be written as
rϕ
γ = = rθ (2)
L
This equation suggests that the shear strain on a surface element of a circular cross-sectional shaft vary
with the distance from the axis of revolution. This means that the maximum shear strain is found on
the outer surface of the shaft (when r = R).
3-5
Structures II, MACE, University of Manchester
Shear Stress
In the elastic region τ = Gγ. Substituting equation (2) into this, the shear stress can be expressed as
Gr ϕ
τ = = Gr θ (3)
L
As G, φ or θ and L are constants for a given cross-section, shear stress is seen to vary linearly across
the cross section with a maximum at r = R. The minimum is zero for solid shafts at the centre. For a
hollow shaft, the minimum shear stress is found at the radius equal to the internal radius of the shaft.
Take an infinitesimal area dA on a cross-section of a shaft in Fig. 9. The resultant of the shear stress
as obtained in the previous subsection over dA is denoted as dQ which is tangential to the
circumference (The normal component vanishes as direct stress is zero for zero direct strain. There is
no need to consider the radial component as it does not contribute to the torque. In fact, the radial
direct stress is not present in the torsion problem). The contribution of moment from dQ to the torque
over the cross-section is dQ multiplied by r, the distance of dA to the axis of the shaft. The torque
over the whole cross-section is obtained as the integral below.
dA
dQ
T = ∫ rdQ τ
A τ
r
As dQ = τdA this may be written as:
T
T = ∫ rτdA
A
Figure 9
Equation (3) may now be substituted into the above expression for the torque
Grϕ Gϕ GϕJ
T = ∫A rτdA = ∫A r dA = ∫A r
2
dA = = GJθ
L L L
G ϕJ
T = = GJ θ (4)
L
where
J = ∫A r 2 dA (5)
Rearranging the equation above gives the general form of the torsion equation for a length of shaft:
TL T
ϕ= or θ= (6)
GJ GJ
The product GJ is referred to as the Torsional Rigidity of a shaft and is an assessment of how resistant
a shaft is to twisting. For a given torque T, the angle of twist ϕ is proportional to the length of the
shaft and inversely proportional to the torsion rigidity. In order to reduce ϕ in a design problem, these
are the parameters a designer can play with.
3-6
Structures II, MACE, University of Manchester
Substituting Equations (6) into (3), shear stress over the cross-section of a shaft can be obtained as
rϕ r TL
τ = Gγ = G =G
L L GJ
Tr
τ = (7)
J
The shear stress on a cross-section varies linearly with distance from the axis of the shaft with the
maximum stress occurring when r = R or r = Ro as shown graphically in Fig. 10.
τ τ
τmax = TR/J τmax = TRo/J
τmin = TRi/J
r r
R Ri Ro
(a) (b)
Figure 10
It has been shown that shear stresses cannot exist in a single plane. Consider a small element of the
shaft as an inset in Fig. 9 with a shear stress τ acting on the cross sectional face. For equilibrium there
must be complementary shear stresses acting on the axial faces of the same magnitude.
The existence of these axial shear stresses can be shown by considering the relative motion of two
edges of a paper tube when subjected to a twisting motion. Whilst in the paper roll sliding occurs in an
engineering structure the sliding is resisted by the continuity of material and a stress is generated.
In Fig. 11, dA = 2πrdr, and the total area will be integrated across
if r is considered to vary from the inner radius Ri to the outer
Figure 11
radius Ro. Therefore J may be written as:
πR 4 πD 4
= for a solid section
Ro 2 32
∫A r ∫R
2
J = dA = 2π r 3 dr = (8)
i
π 4
(4 π
)4 4
( )
2 R o − R i = 32 D o − D i for a hollow section
3-7
Structures II, MACE, University of Manchester
Design Perspectives
Shear stress in a shaft vanishes at the centre (r=0). In the part of the shaft close enough to the axis,
material is not stressed much. In other words, the material there does not make much contribution in
taking the load and resisting the deformation. Keeping material there will never be an efficient way of
using material.
If the material around the axis can be moved to outside, i.e. to make the shaft hollow, it will force the
material to work much harder and hence improve the efficiency in material usage. Consider a case of
solid shaft of a cross section area of A. J solid = A 2 2π . If one take half of the material, i.e. a cylinder
of a diameter of 2 A π from the inside of the shaft, and spread on the outside of the shaft, making
the external diameter to 6 A π . The cross section area remains as A, and hence the same material
consumption. However, the polar moment of area has now increased to J hollow = A 2 π , i.e. doubled
and so is the torsion rigidity without consuming any extra material. This can be further increased if
one is prepared to move more material inside out.
However, as one does this, the wall thickness of the shaft will become thinner and thinner. There is a
limit for that. When the wall thickness is too small, a different and undesirable deformation
mechanism may develop, viz. buckling. Advanced knowledge is required to analyse this type of
buckling problem, which is beyond the scope of this course.
Find the inner radius (Ri) for the 80mm diameter hollow shaft so that the maximum stress in the
hollow shaft is identical to that in a solid shaft of outer diameter 50mm. Also plot the variation of
shear stress (τ) with radial position (r) for both shafts.
2Ri 80 m m
50 m m 2 .5 kN m
2 .5k N m
2.5kN m
2 .5kN m
(a) (b)
Figure 13
3-8
Structures II, MACE, University of Manchester
πR 4 TR TR
J= = 0.6135 × 10 −6 m 4 τ max = = = 101.9 MPa
2 J π 4
R
2
The inner radius is found using equation (8) for hollow shaft:
π TRo 2TRo
J=
2
(R 4
o )
− Ri4 =
τ max
Ro4 − Ri4 =
πτ max
2TRo
Ri = 4 Ro4 − = 37.3mm
πτ max
TL TL
ϕ= =
GJ G × 1 .074 × 10 − 4
Solution
T AC = −300 Nm A
3-9
Structures II, MACE, University of Manchester
TBD = 400 Nm
A C D
Torque diagram for the shaft
Constant cross section, maximum internal torque produce maximum shear stress.
Tmax T R
Tmax = 400 Nm τ max = R = max 4 = 31.83MPa
J 0.5πR
All equations above were derived for a simple shaft with a torque applied at each end. However, it
may also be used to determine the stresses in shafts of variable cross-sections or where torques are
applied at locations between the ends of the shaft. All what is required is knowledge of the torque at
the cross-section of interest, which may be obtained from consideration of a FBD with one end of the
FBD being at the section of interest.
Consider the shaft ABCD shown in Fig. 15 with torques HA, HB, HC and HD applied at points A, B, C
and D respectively. To determine the cross-sectional stress distribution in the shaft in length BC,
divide the shaft into appropriate FBDs at the section of interest (in this case a distance of L’ from point
B) and solve for the torque (TBC) in length BC.
HA HA
HB HB
A A
LAB
B B
HC L’
TBC
C
0< L ’< L BC
HD
D
(a) (b)
Figure 15
Having found the torque TBC within length BC, Equation (7) may now be used to determine the stress
distribution at any cross-section within length BC.
TBC
τ BC = r
J BC
and the maximum can be found when r=RBC.
Equation (6) for the twist angle of a shaft may only be used if the entire length of shaft considered is:
(a) of constant G (i.e. homogeneous), (b) has a uniform cross-section (i.e. constant J) and (c) has no
other external torque/load within the length of shaft concerned (i.e. constant T).
If a shaft is subjected to external torques at locations other than the ends and/or has changes in cross-
section as in Fig. 15, then the shaft must be divided up into lengths IJ within each of which the above
criteria apply such that the angle of twist for each length can be determined separately. The sum of the
3-10
Structures II, MACE, University of Manchester
separate angles of twist will give the total twist of the shaft. The angle of twist of a multi-length shaft
may thus be written as:
TIJ L IJ
ϕ=∑ (9)
G IJ J IJ
In the example of Fig. 15(b), the angle of twist at the cross-section of interest, relative to section A, is
the sum of the twist in length LAB plus the twist in the length L’ (only two lengths are considered as the
point of application of torque HB and the change in cross-section coincide). Thus the twist (relative to
point A) at a distance L’ from B may be obtained as:
T AB L AB T L′
ϕ= + BC
G AB J AB G BC J BC
Example: Variation of Twist in a Stepped Shaft
The stepped steel (G=75GPa) shaft shown in Fig. 16 is rigidly fixed at A and has torques applied at B,
C, D and E. Calculate and graph the angle of twist along the shaft relative to section A.
J = 2 × 10-4 m4
J = 1 × 10-4 m4
8kNm
20 0.0010
0.00100
10 0.0005
0.00036
0.00020
Figure 16
The electric motor of Fig. 17 provides 2.4kNm of torque to a gear shaft. The gears resist the applied
torque as shown. With the dimensions of the solid shafts as shown, calculate the maximum shear stress
in shaft lengths AB and BC.
3-11
Structures II, MACE, University of Manchester
2.4kNm
1.2kNm
0.8kNm
0.4kNm
A 54mm
B 44mm
C 44mm
D 36mm
Figure 17
FBD for length AB FBD for length BC
54mm 1.2kNm
2.4kNm
TAB
TBC
2.4kNm
44mm
∑ M axis = 0 ∑ M axis = 0
T AB = 2.4kNm TBC = 1.2kNm
AB T AB R AB BC T BC RBC
τ max = = 77.6MPa τ max = = 71.7 MPa
J AB J BC
The steel (G = 79GPa) circular cross-section stepped shaft in Fig. 18 is fixed to a rigid support at A
and has a torque of 2kNm applied at D. The shaft is hollow between A and B and solid for the
remainder. Find the angle of twist at D.
2kNm
0.025m 0.035m 0.025m
Figure 18
3-12
Structures II, MACE, University of Manchester
The twist in a stepped shaft is calculated from equation (9). As G is constant throughout and there are
no torques applied between A and D, one has only to break the shaft down into lengths of constant
cross-section. Therefore from equation (9):
T IJ L IJ T L T L T L T L AB L L
ϕ = ∑G = AB AB + BC BC + CD CD = + BC + CD
IJ J IJ G AB J AB G BC J BC G CD J CD G J AB J BC J CD
2T L LBC LCD 2 × 2000 0.05 0.03 0.04
= 4 AB 4 + + 4 = 9
+ +
(
πG Ro − Ri ) RBC RCD π × 79 ×10 0.0175 − 0.0125 0.0175 0.01254
4 4 4 4
AB
P = Tω = T ( 2π f ) (10)
which also relates power to the rotational frequency of the shaft (revolutions per second). Therefore,
if the power and rotating speed requirements of a shaft are known, the torque involved can be
determined. With a given maximum stress the material can take, the diameter of the shaft and wall
thickness may be determined by combining Equations (7), (8) and (10).
Example: Design of Formula 1 Car Power Transmission Shaft
Design the lightest power transmission shaft for driving a Formula 1 car wheels. Assume the full
engine power capability as being transmitted to the wheels to be 350hp per wheel for each of the two
driving wheels. The shaft must be capable of revolving at 1700rpm. The chassis designer advises you
that the largest diameter the shaft may be is 35mm. A titanium shaft may be used with an allowable
shear stress of 500MPa.
P
T= = 2932.6 Nm
ω
Calculate the inner radius for a hollow shaft with an outer diameter of 35mm:
2TRo
Ri = 4 Ro4 − = 13.0mm
πτ max
Therefore cross-sectional area of hollow tube is π×(17.52 – 13.02) = 431.2 mm2. As mass = density ×
volume = density × length × area, the mass consumed can be evaluated to complete your design.
3-13
Structures II, MACE, University of Manchester
Statically indeterminate torsional problem is related to such cases that the distribution of torque
through a combination of shafts cannot be determined simply by using a FBD alone (statics). In such
cases, the solution of the problem requires extra conditions associated with geometric compatibility
in the way the shaft deforms. This will allow a series of simultaneous equations to be generated which
will then lead to the solution to the problem.
TB
0.05m 0.076m 0.06m
0.5m
Figure 19
FBD (Equilibrium):
TAl TAl
TAl + TSteel = T
TSteel TSteel
T Al L Al
=
(T −T Al )LSteel or
T Al L Al T L
+ Al Steel =
TL Steel
G Al J Al G Steel J Steel G Al J Al G Steel J Steel G Steel J Steel
LSteel L Al
G Steel J Steel G Al J Al
T Al = T and T Steel = T
L Al LSteel L Al LSteel
+ +
G Al J Al G Steel J Steel G Al J Al G Steel J Steel
max
T Al R Al τ Al J Al
max
τ Al = → T Almax = T max 1 =
J Al R Al
max
TSteel RSteel max τ Steel J Steel
max
τ Steel = → TSteel = T max 2 =
J Steel RSteel
3-14
Structures II, MACE, University of Manchester
{
T max = min T max1 , T max 2 } Students: Complete the numerical calculations!
L Al LSteel
G Al J Al G Steel J Steel
ϕ =ϕ Al = ϕ Steel = T
L Al LSteel
+
G Al J Al G Steel J Steel
Example: Torsional Static Indeterminate Shaft (Stepped) Serial Model
A stepped shaft is mounted between rigid walls. It is subjected to a torque at the intersecting cross-
section. Find the angle of twist at the loading cross-section and the maximum stresses in both sections
of the shaft.
DAB T DBC
Figure 20
GBC
GAB
LAB LBC
FBD (Equilibrium): A B C
TAB T TBC
− T AB + TBC + T = 0
Compatibility (Total angle of twist is zero because of the rigid constraints from the walls):
T AB L AB T L
ϕ =ϕ AB +ϕ BC = 0 i.e. + BC BC
G AB J AB G BC J BC
T AB L AB − (T − T AB )LBC T AB L AB T L TL BC
+ =0 or + AB BC =
G AB J AB G BC J BC G AB J AB G BC J BC G BC J BC
LBC L AB
G BC J BC G AB J AB
T AB= T and T BC = − T
L AB LBC L AB LBC
+ +
G AB J AB G BC J BC G AB J AB G BC J BC
L AB LBC
T AB L AB G AB J AB G BC J BC
ϕ B = ϕ AB = = T
G AB J AB L AB LBC
+
G AB J AB G BC J BC
Students: Complete the maximum shear stresses in both sections of the shaft!
3-15
Structures II, MACE, University of Manchester
3.1 A thin tube of a mean diameter 60mm is required to carry a torque of 150Nm. The shear stress
must not exceed 27 MPa. What is the required wall thickness of the tube?
Answer: 1mm
3.2 A horizontal shaft, securely fixed at each end, has a free length of 10m. Viewed from one end
of the shaft, axial couples of 30kNm clockwise and 40kNm counter-clockwise act on the shaft
at distances of 4m and 7m respectively from the viewed end.
(a) Determine the end fixing couples in magnitude and direction and find the radius of the
solid shaft for a maximum shear stress of 60MPa.
(b) Find the position along the shaft (in metres) where the cross-section undergoes no angular
twist.
Answer: 6kNm, 16kNm, R = 0.0634m, x = 5m
3.3 A hollow shaft is of 25mm outer radius and 15mm inner radius. An applied torque of 1.6kNm
is found to produce an angular twist of 0.4 degrees measured on a length of 0.2m of the shaft.
Find the shear modulus of the shaft material. Also evaluate the maximum power which could
be transmitted by the shaft at 2000 rpm if the maximum allowable shear stress is 65MPa.
Answer: 85.8GN/m2, 291kW
3.6 A hollow cylindrical steel shaft, 65mm outside radius and 38 inside radius, has a maximum
shear stress of 60MPa. What horsepower is delivered at 200rpm? What is the angle of twist
in a 15m long shaft? What percentage stronger would the shaft be if it were solid having the
same outside radius, assuming GSteel = 82GPa?
Answer: 642hp, 9.67°, 13.2%
3.7 A solid circular shaft of radius R has to transmit power P at a given speed of ω rpm. A hollow
tubular shaft, with an inner radius equal to 2/3 of its outer radius, transmits the same power at
the same speed. The maximum permissible shear stress is the same for each shaft. Find the
ratio of the weights of the two shafts.
Answer: Solid/Hollow = 1.55
3-16