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Learning Outcomes
Intended Students should be able to meet the following intended learning outcomes:
Learning • To enable student, review the principles of stress and deformation analysis for
Outcomes several kinds of stresses, including the following: Shear in torsion, Shear in
bending and the Importance of Shear Modulus.
• To enable student how to analyze and solve shafts that subject to torsion and
Bending or flexural stress.
• To enable student how analyze shaft subjected to axial loading.
Targets/ At the end of the lesson, students should be able to:
Objectives • design a shaft subject to different loading.
• analyze and solve shafts that subject to shear stress.
• analyze shaft subjected to axial loading.
The online discussion will happen on August 21, 2021, from 8:30-
11:30AM.
Note: The insight that you will post on online discussion forum using Learning Management
System (LMS) will receive additional scores in class participation.
LECTURE GUIDE
P P
P P Fig. 1.1
Sheared Bolt
SINGLE SHEARING OF A
BOLTED JOINT
(a) (b)
Consider a body consisting of two plates connected by a bolt as shown in Figure (a).
In this case, the tangential force P tends to shear off the bolt at one cross-section as
shown in Figure (b). It may be noted that when the tangential force is resisted by
one cross-section of the bolt (or when shearing takes place at one cross-section of
the bolt), then the bolts are said to be in single shear. In such a case, the area
resisting the shear off the bolt (Khurmi and Gupta, 2005).
𝜋𝑑2
Area = A = 4
𝑃 4𝑃
and the shear stress on the bolt section 𝜏 = 𝐴 = 𝜋𝑑2
Table 1.1 the values of modulus of rigidity (G) for the materials in everyday use.
Material Modulus of Rigidity (G) GN/m𝟐 or KN/mm
Steel 80 to 100
Wrought iron 80 to 90
Cast iron 40 to 50
Copper 30 to 50
Brass 30 to 50
Timber 10
According to (Khurmi and Gupta, 2005), The values of the stress and
corresponding strain are used to draw the stress-strain diagram of the material
tested. A stress-strain diagram for mild steel under tensile test is shown.
G
E
B C F
A
D
Stress
A. Proportional Limit. We see from the diagram that from point O to A is a straight
line, which represents that the stress is proportional to strain.
B. Elastic Limit. It may be noted that even if the load is increased beyond point A up
to the point B, the material will regain its shape and size when the load is removed.
C. Yield Point. If the material is stressed beyond point B, the plastic stage will reach
i.e., on the removal of the load; the material will not be able to recover its original
size and shape.
D. Ultimate Stress. At D, the specimen regains some strength and higher values of
stresses are required for higher strains, than those between A and D.
E. Breaking Stress. After the specimen has reached the ultimate stress, a neck is
formed, which decreases the cross-sectional area of the specimen.
F. Percentage Reduction in Area. It is the difference between the original cross-
sectional area and cross-sectional area at the neck (i.e. where the fracture takes
place). This difference is expressed as percentage of the original cross-sectional area.
Let A = Original cross-sectional area, and a = Cross-sectional area at the neck. Then
reduction in area = A – a and percentage reduction in area = 100.
G. Percentage Elongation. It is the percentage increase in the standard gauge length
(i.e. original length) obtained by measuring the fractured specimen after bringing
the broken parts together.
Working Stress
Factor of Safety
According to (Khurmi and Gupta, 2005), It is defined, in general, as the ratio of the
maximum stress to the working stress
Mathematically,
Maximum Stress
Factor of safety =
Working or Design Stress
In case of ductile materials e.g. mild steel, where the yield point is clearly defined,
the factor of safety is based upon the yield point stress. In such cases,
Yield point stress
Factor of safety =
Working or Design Stress
In case of brittle materials e.g. cast iron, the yield point is not well defined as for
ductile materials. Therefore, the factor of safety for brittle materials is based on
ultimate stress.
Ultimate stress
Factor of safety =
Working or Design Stress
This relation may also be used for ductile materials. Note: The above relations for
factor of safety are for static loading.
𝑇 𝐺.θ
=𝐽 =
𝑟 𝑙
Where: = Torsional shear stress induced at the outer surface of the shaft or
maximum shear stress,
r = Radius of the shaft,
T = Torque or twisting moment,
J = Second moment of area of the section about its polar axis or polar
moment of inertia,
G = Modulus of rigidity for the shaft material,
l = Length of the shaft, and
l
r
θ
T
d=2r
𝑇 𝑇
= 𝐽 or 𝑇 = x 𝐽
𝑟
In case of a hollow shaft with external diameter (do) and internal diameter (di), the
polar moment of inertia,
𝜋 𝑑𝑜
𝐽 = 32 [(𝑑𝑜 )4- (𝑑𝑖 )4 ] and 𝑟 = 2
𝜋 𝑑𝑖
= x (𝑑𝑜 )3 (1 - 𝑘 4 ) …. (Substituting, k = )
16 𝑑𝑜
2𝜋𝑇𝑁 2𝜋𝑁
P= 60
= T.𝜔 …… ( 𝜔 = 60
)
M B
Neutral
N Surface
C H
y
Fig. 1.6 Bending Stress in straight beam
A little consideration will show that when a beam is subjected to the bending
moment, the fibres on the upper side of the beam will be shortened due to
compression and those on the lower side will be elongated due to tension. It may be
seen that somewhere between the top and bottom fibres there is a surface at which
the fibres are neither shortened nor lengthened. Such a surface is called neutral
surface. The intersection of the neutral surface with any normal cross-section of the
beam is known as neutral axis. The stress distribution of a beam is shown in Figure
above. The bending equation is given by (Khurmi and Gupta, 2005).
𝑀 𝜎 𝐸
=𝑦=𝑅
𝐼
Since E and R are constant, therefore within elastic limit, the stress at any point is
directly proportional to y, i.e. the distance of the point from the neutral axis. Also,
from the above equation, the bending stress,
𝑀 𝑀 𝑀
𝜎= x𝑦= 𝐼 =
𝐼 𝑍
𝑦
𝐼
The ratio 𝑦 is known as section modulus and is denoted by Z
Manufacturing of Shafts
According to (Khurmi and Gupta, 2005), Shafts are generally manufactured
by hot rolling and finished to size by cold drawing or turning and grinding. The cold
rolled shafts are stronger than hot rolled shafts but with higher residual stresses.
The residual stresses may cause distortion of the shaft when it is machined,
especially when slots or keyways are cut. Shafts of larger diameter are usually forged
and turned to size in a lathe.
Types of Shafts
The following two types of shafts are important from the subject point of view
(Khurmi and Gupta, 2005).
1. Transmission shafts. These shafts transmit power between the source and the
machines absorbing power. The counter shafts, line shafts, overhead shafts and all
factory shafts are transmission shafts. Since these shafts carry machine parts such
as pulleys, gears etc., therefore they are subjected to bending in addition to twisting.
2. Machine shafts. These shafts form an integral part of the machine itself. The crank
shaft is an example of machine shaft.
Stresses in Shafts
The following stresses are induced in the shafts (Khurmi and Gupta, 2005).
1. Shear stresses due to the transmission of torque due to torsional load.
The shafts may be designed on the basis of (Khurmi and Gupta, 2005).
1. Strength or toughness.
2. Rigidity and stiffness.
In designing shafts on the basis of strength, the following cases may be considered:
• Shafts subjected to twisting moment or torque only,
• Shafts subjected to bending moment only,
• Shafts subjected to combined twisting and bending moments, and
• Shafts subjected to axial loads in addition to combined torsional and bending
loads.
When the shaft is subjected to a twisting moment (or torque) only, then the
diameter of the shaft may be obtained by using the torsion equation (Khurmi and
Gupta, 2005).
Then;
𝑇 𝜏
= (equation 1)
𝐽 𝑟
Where: T = twisting moment or torque acting upon the shaft
J = Polar moment of inertia of the shaft about the axis of rotation
𝜏= torsional shear stress
r = distance from neutral axis to the outer most fiber
r = d/2; where d is the diameter of the shaft
Then;
Then, for round solid shaft the polar moment of inertia should be,
𝜋
J = (𝑑 4 )(32)
Then the equation 1 may be written as
𝑇 𝜏 𝜋
𝜋
( 4)
= 𝑑 or (𝜏)(𝑑 3) (equation 2)
𝑑 16
32 2
From this equation, we may determine the diameter of round solid shaft (d). Then
for hallow shaft, the polar moment of inertia should be:
𝜋
J = 32 [(𝑑𝑜 )4 − (𝑑𝑖 )4 ]
Where 𝑑𝑜 and 𝑑𝑖 = outside and inside diameter of the shaft
Substituting these values in equation 1, we have
𝑇 𝜏 𝜋 (𝑑𝑜 )4 − (𝑑𝑖 )4
𝜋 = 𝑑𝑜 or T = 16 (𝜏)[ ] (equation 3 )
[(𝑑𝑜 )4− (𝑑𝑖 )4 ] 𝑑𝑜
32 2
𝜋 (𝑑𝑜 )4 𝑑 𝜋
T = 16 (𝜏)( )[1 − (𝑑 𝑖 )4 ] = (𝜏)(𝑑𝑜 )3 (1 − 𝑘 4 ) (equation 4)
𝑑𝑜 𝑜 16
From the equations (3) or (4), the outside and inside diameter of a hollow shaft may
be determined.
It may be presented that:
1. The hollow shafts are usually used in marine work. These shafts are stronger per
kg of material and they may be forged on a mandrel, thus making the material more
homogeneous than would be possible for a solid shaft.
2. When a hollow shaft is to be made equal in strength to a solid shaft, the twisting
moment of both the shafts must be same. In other words, for the same material of
both the shafts,
𝜋 (𝑑𝑜 )4 − (𝑑𝑖 )4 𝜋
T = 16 (𝜏) [ ]= (𝜏)(𝑑)3
𝑑𝑜 16
(𝑑𝑜 )4 − (𝑑𝑖 )4
Where: 𝑑 3 or 𝑑 3 (1 − 𝑘 4 ) = 𝑑 3
𝑑𝑜
The twisting moment (T) may be obtained by using the following relation:
𝐽𝑜𝑢𝑙𝑒
We know that the power transmitted (in 𝑆𝑒𝑐𝑜𝑛𝑑𝑠 𝑜𝑟 𝑤𝑎𝑡𝑡𝑠) by the shaft,
2𝜋𝑁𝑇 𝑃(60)
P= 𝑜𝑟 𝑇 = 2𝜋𝑁
60
Where: T = twisting moment in N-m
N = Speed of the shaft in rpm
In case of belt drives, the twisting moment (T) is given by
T = (𝑇1 − 𝑇2 )𝑅
Where: 𝑇1 𝑎𝑛𝑑 𝑇2 = tensions in the tight and slack side of the belt
respectively
R = radius of the pulley
Accoding to (Khurmi and Gupta, 2005), When the shaft is subjected to a bending
moment only, then the maximum stress (tensile or
compressive) is given by the bending equation.
𝑑
And y = 2𝑜
Again, substituting these values in equation 1, we have
𝑀 𝜎 𝜋
𝜋 4 4
= 𝑑𝑜𝑏 or M = 32 (𝜎𝑏 )(𝑑𝑜 )3 (1 - 𝑘 4 )
(𝑑𝑜 ) (1−𝑘 )
64 2
With this equation the outside diameter of the shaft maybe obtained
35 kN 610 mm 45 kN
C D
A B
𝑅𝐴
160 mm 200 mm 𝑅𝐵
𝑁
Solution. Given: σ𝑏 = 200 MPa = 200 𝑚𝑚2
Let. R𝐴 and R𝐵 = Reactions at a and B respectively.
Taking moments about A, we have
40,250
R𝐵 = = 41.49 kN = 41.49 x103 𝑁
970
Bending Moment at C
𝑀 8.29x106 84.42x106
200 = = 0.0982𝑑3 =
𝑍 𝑑3
84.42x106
𝑑3 = = 422 x103 or d = 75 mm Answer
200
2. A steel shaft 1.38 inches in diameter and 1.2 m long held rigidly at one end
has a hand wheel 500 mm in diameter keyed to the other end. The modulus
of rigidity of steel is 84 GPa.
• What load applied to tangent to the rim of the wheel produce a torsional
shear of 160 MPa?
• How many degrees will the wheel turn when this load is applied?
𝑇 𝜏
We know that =𝑟
𝐽
Number of degrees which the wheel will turn when load F = 5388.4 N is applied
Let 𝜃 = required number of degrees.
𝑇 𝐺.𝜃
We know that 𝐽
= 𝑙
𝑇.𝑙 250(5388.4)(1200)
𝜃= = = 0.13 degrees Answer
𝐽.𝐺 84x103(147.34x103 )
3. A line shaft rotating at 200 rpm is to transmit 20 kW. The shaft may be
assumed to be made of mild steel with an allowable shear stress of 42 MPa.
Determine the diameter of the shaft, neglecting the bending moment on the
shaft.
48.7 ≈ 50𝑚𝑚
A pair of wheels of a railway wagon carries a load of 50 kN on each axle box, acting
at a distance of 100 mm outside the wheel base. The gauge of the rails is 1.4 m. Find
the diameter of the axle between the wheels, if the stress is not to exceed 100 MPa
(Khurmi and Gupta, 2005).
Solution. Given: W = 50 kN = 50X103 N; L=100 mm; x = 1.4 m; 𝜎𝑏 = 100 MPa =
𝑁
100𝑚𝑚2
50 1.4 m 50 kN
kN
A B
C D
𝑅𝐶 𝑅𝐷
Engaging activity
Performance Tasks
PT 1
Directions: Answer the following problem with complete and proper solution. Avoid improper
conversion, shortcut and erasure. Observe the following guidelines for the format of your answer
sheet. Copying the task of your classmate is strictly prohibited.
1. Compute the maximum unit shear in a 3.2-inch diameter steel shafting that transmits 34 000 inch-lb
of torque at 99 rpm.
𝑁
2. Compute the nominal shear stress at the surface in for a 42 mm diameter shaft that transmits
𝑚𝑚2
750 kW at 1 500 rpm. Axial and bending loads are assumed negligible. Torsional shearing stress is 26
𝑁
.
𝑚𝑚2
3. A hollow shaft has an inner diameter of 0.035 m and an outer diameter of 0.09 m. Compute for the
𝑁
torque if the shear stress is not to exceed 120 𝑚𝑚2 in N-m.
4. Design the size of the solid steel shaft to be used for a 500 Hp, 250 rpm application if the allowable
torsional deflection is one degree and the allowable stress is 10 000 psi and modulus of rigidity is 14
X106 psi. The common practice for torsional deflection is one degree per 20D length.
5. A 2.5-inch solid shaft is driven by a 36-inch gear and transmits power at 120 rpm. If the allowable
shearing stress is 12 ksi, what horse power can be transmitted?
6. A hollow shaft has an inner diameter of 0.035 m and outer diameter of 0.06 meter. Determine the
polar moment of inertia of the hollow shaft.
7. Compute for the diameter in inches of a conveyor head pulley SAE 4130 solid steel shaft being driven
by 10.1 Hp drive motor through a gear reducer with 180 rpm output. The torsional deflection is 0.085
degree per foot of shaft length.
8. A hollow copper tube has an outer diameter of 2 inch and an inner diameter of 1.5 inch and is 12
inch long. A crank 15 inch long is keyed to one end, and the other end is held rigidly. The modulus of
rigidity is 10 000 000 psi. What force must be applied to the end of the crank to produce a torsional
shear of 5 500 psi?
9. For question number eight, what will be the angular movement of the end of the crank when this load
is applied?
10. A hollow shaft with outside diameter of 13.4 cm and wall thickness of 0.8 cm transmits 200 kW at
400 rpm. What must be the angular deflection of the shaft if the length is 5 meters? The material of
the shaft is C4140 steel.
11. What power would a spindle 55 mm in diameter transmit at 480 rpm stress allowed for short shaft is
𝑁
69 ?
𝑚𝑚2
12. The shaft is subjected to a steady load of 38 000 inch-lb. at a shear stress of 10 000 psi. Compute
the diameter of the said shaft in inches.
13. A flexible shaft consists of a 5.2 mm diameter steel wire encased in a stationary tube that fits closely
𝑚
enough to impose a frictional torque of 2.5 𝑁 − . Determine the maximum length of the shaft if the
𝑚
shearing stress is not exceeding 134 Mpa.
Learning Resources
1. Mott, Robert L. (2001), Machine Elements in Mechanical Design, Upper Saddle
River, New Jersey Columbos Ohio. 4th ed.
2. Khurmi, R.S. & Gupta, J.K. (2005), Machine Design (S.I) units. Ram Nagar, New
Delhi 110 055.
3. Francisco, Jose R. (2014), Machine Design Textbook. Brgy. Halang, Calamba
City, Philippines.
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