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MACHINE DESIGN
1. STATIC LOAD
• A static load is defined as a force, which is gradually applied to a mechanical component and
which does not change its magnitude or direction with respect to time.
1.1 MODES OF FAILURE
A mechanical component may fail as a result of any one of the following three modes of
failure:
• Failure by elastic deflection
• Failure by general yielding
• Failure by fracture
1.2. STRESS
• Stress is defined as an intensity or magnitude of an internal resisting force developed
Force
at a point under given load. unit = = N / m2
Area
1.2.1. DIFFERENCE BETWEEN PRESSURE AND STRESS
• Pressure is externally applied or due to acting louds whereas stress is internal
resisting force developed or induced at a pt.
• Pressure Always acts normal to the surface but stress can act normal or parallel to
the surface.
• Pressure is scalar whereas stress is a tensor
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Internal resisting force acts similarly to externally applied load but in opposite direction.
dF
=
dA
dF = σdA
F = dA
When externally applied load (P) increases, then internal resisting force (F) also
increases.
Upto Fmax , P increases gradually. So gradual deformation takes place.
But, if the externally applied load is beyond F max then sudden deformation
occurs. Length increases and diameter decreases Fracture takes place.
1.3. STRENGTH OR FAILURE STRESS
• Strength is defined as the maximum or limiting value of stress that a material can
withstand without any failure or fracture.
• If σinduced ≤ σyield, then yielding, then yielding (permanent deformation) will not occur.
• If σinduced ≤ σultimate , then fracture will not occur.
• If σyield ≤ σinduced ≤ σultimate , then yielding will occur without any failure.
Units of stress and strength
Pa, MPa, GPa, Kgf/cm 2
1 Kgf → force by 1 kg of mass
1 × 9.8 N = 9.8N
2. TYPES OF MATERIAL
• Same elastic properties at any pt. in a given directions [i.e., elastic properties are
independent of point]
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3. ELASTIC CONSTANTS
Normal stress
E (Youngs modulus of elasticity) =
•
Longitudinal Strain
Shear Stress T
G (Shear modulus of rigidity) = =
•
Shear strain Y
Normal stress
K (Bulk modulus of elasticity) = =
•
Volumetric strain V
Lateral strain
Poisson's Ratio (µ) = –
• Logitudinal strain
• E = 2G (1 + µ)
• E = 3K (1 – 2µ)
9 KG
E=
3K + G
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4. SHEAR STRESS
• When the external force acting on a component tends to slide the adjacent planes with respect
to each other, the resulting stresses on these planes are called shear stresses.
5. STRAIN
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L (L f – L o ) → + ve
longitudinal =x = =
Lo Lo
Tensile strain
d ( df – do ) → –ve
lateral =y =z =
do do
V
volumetric = =x + y + z
Vo
5.3. SHEAR STRAIN
• Shear strain (γ) is defined as the change in the right angle of an element under shear.
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where,
γ = shear strain (radians)
G is the constant of proportionality known as shear modulus or modulus of rigidity (in
N/mm 2 or MPa)
For carbon steels, G = 80000 N/mm 2 and for grey cast iron, G = 40000 N/mm 2
6. FACTOR OF SAFETY
failure stress
(fs) =
allowable stress
• The allowable stress is the stress value,which is used in design to determine the
• For ductile materials, the allowable stress, σ is obtained by the following relationship:
Syt
σ=
(fs)
Sut
σ=
(fs)
• When a machine member is subjected to the action of two equal and opposite couples acting
• The internal stresses, which are induced to resist the action of twist, are called torsional
shear stresses.
• Consider a shaft fixed at one end and subjected to a torque (M t) at the other end as shown
in fig. As a result of this torque ,every cross-section of the shaft is subjected to torsional
shear stress.
• The torsional shear stress is zero at the centroidal axis and maximum at the outer surface.
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Mt G
= =
r J L
Where, τ = torsional shear stress at a distance r from shaft axis
Mt = applied torque
r = radial distance of the fibre from the axis of rotation
J = polar moment of inertia of the cross-section about the axis of rotation
G=Modulus of rigidity
L=Length of shaft
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7.1.2. RIGIDITY CITERIA
• The rigidity criteria uses the last two terms of torsion equation and design is done on
the basis that maximum angular twist must exceed a certain value.
T G
=
J L
TL
=
GJ
• The expression GJ is called torsional rigidity of the shaft.
• A beam or a member is said to be under pure bending when it is subjected to two equal and
opposite couples in a plane along the longitudinal axis of the beam (i.e. bending couples) in
such a way that magnitude of bending moment remains constant throughout the length of
the beam
• Every beam is not under pure bending but a part of a beam may be under pure bending.
= b =
MR E
IN.A. Y R
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parallel internal resisting tensile and compressive forces (F) developed above and
below the neutral axis of the plane of cross-section of the beam.
= b =
MR E
IN.A. Y R
Case 1:
= b
MR
IN.A. Y
MR Y
b = IN.A.
Hence for a given bending moment,
1
( σb )max ∝
ZN.A.
ZN.A. ↑ ⟹ ( σb )max ↓
Chances of failure ↓
• Cross section which has higher IN.A. is best suitable under bending [Bending Stress
should be minimum]
• For a given area, I-section is the best section
M.Y
σb Y
= IN.A.⁄M.Y =
(σb )max max Ymax
IN.A.
Y
Therefore, σb = (σb )Max [ ]
Ymax
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M
≤ σpermissible
ZN.A.
M ≤ ZN.A. × σpermissible
Therefore, MR = ZN.A. × σpermissible
For a given material, σpermissible is constant, hence
MR ∝ ZN.A.
ZN.A. ↑ ⟹ MR ↑ ⟹ M ↑ ⟹ Chances of failure ↓
Case 2:
𝛔𝐛 𝐄
=
𝐘 𝐑
EY
σb =
R
EYmax
(σb )max =
R
For a given Ymax, σb ∝ E⁄R
This case is used when radius of curvature of neutral axis (R) is known
Case 3:
𝐌𝐑 𝐄
=
𝐈𝐍.𝐀. 𝐑
E. IN.A. = MR . R [𝑤ℎ𝑒𝑟𝑒, E. IN.A. is Flexural Rigidity]
For a given R, ⇒ E. I N.A. = MR
E. I N.A. ↑ ⟹ MR ↑ ⇒ Slope and deflection ↓
Chances of bending ↓
• Flexural Rigidity is used in design of beams based on Rigidity Criterion
• Section Modulus is used in design of beams based on Strength Criterion
• Under the equilibrium condition, M = MR
E.IN.A.
• Therefore, R =
M
• When M is constant, then R is constant (beam will deflect in form of Circular Arc)
• When M is zero, then R is infinite (beam will deflect in form of Straight Line)
• When M is variable, then R is variable (beam will deflect in form of Parabolic Arc)
Mb y
σb =
I
where, σb = bending stress at a distance of y from the neutral axis
Mb = applied bending moment
I = moment of inertia of the cross section about the neutral axis
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where
e= eccentricity of the applied load from centroidal axis.
9. PRINCIPAL STRESSES
• A point is said to be under combined stresses when it is subjected to both normal & shear
stresses on any one of the three mutually perpendicular planes passing through that point.
• The aim is to derive expressions for maximum normal stress & maximum shear stress
developed at a critical point when it is subjected to combined stresses.
• Critical point is a point on a critical cross-section where stresses induced are maximum.
• Critical cross-section is a cross-section where stresses induced are maximum.
• The above derived expressions are used in the design of a machine component (i.e. in
Theories of Failure Equation) when it is subjected to combined loading conditions.
9.1. NORMAL & SHEAR STRESSES ON OBLIQUE PLANE UNDER BIAXIAL STATE OF
STRESS AT A POINT
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• Mechanical members are generally subjected to more than one kind of loads at a time. These
loads may be axial loads, bending loads or/and torsional shear loads etc. Transmission shafts
are often subjected to axial tensile force, bending moment or torsional moment or their
combinations.
• The design of transmission shaft consists of determining the correct shaft diameter from
strength and rigidity criterion.
• When the shaft is subjected to axial tensile force (P), the tensile stress is given by,
P
σt =
πd2
( )
4
4P
σt = πd2
• When the shaft is subjected to pure bending moment (Mb), the bending stresses are given
by,
d
Mb y Mb (2) 32Mb
σb = = =
I πd4 πd3
( )
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• When the shaft is subjected to pure torsional moment (M t), the torsional shear stress is given
by,
d
Mt r Mt (2) 16Mt
τ= = =
J πd4 πd3
( )
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• When the shaft is subjected to combination of loads, the principal stresses and principal shear
stresses developed in the shaft are obtained by constructing Mohr’s Circle.
The normal stress is denoted by σx while the shear stress is denoted by 𝜏.
• Two cases are considered for calculating σx
• Case I: The shaft is subjected to a combination of axial force, bending moment and torsional
moment
σx = σt + σb
• Case II: The shaft is subjected to a combination of bending and torsional moments without
any axial force
𝜎𝑥 = 𝜎𝑏 ,
τxy =τ
• The Principal stress 𝜎1 is given by,
σx σx 2
σ1 = ( ) + √( ) + (τ)2
2 2
• The max shear stress 𝜏𝑚𝑎𝑥 is given by,
σx 2
τmax = √( ) + (τ)2
2
11. INTRODUCTION
• In previous chapters, the stresses were due to static loading only. But only a few machine
parts are subjected to static loading. Since many of the machine parts (such as axles, shafts,
crankshafts, connecting rods). are subjected to variable loading.
• The load whose magnitude or direction or both changes with time is known as dynamic
loading.
12.1. MEAN STRESS
• Mean stress is defined as the average of the maximum and minimum stress (with
taking their sign).
max + min
m = 2
12.2. VARIABLE STRESS OR STRESS AMPLITUDE
• Variable Stress or Stress Amplitude is defined as the half of the difference of maximum
and minimum stresses.
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max − min
a = 2
12.3. STRESS RATIO
• Stress Ratio is defined as the ratio of minimum stress to the maximum stress.
• The dynamic loading can be of different types based on the nature of variation of stress
direction wise as well as magnitude wise.
13.1. COMPLETELY REVERSED STRESS
• The stresses which vary from one value of compressive to the same value of tensile or
vice-versa, are known as completely reversed or cyclic stresses. For example consider a
rotating beam of circular cross-section and carrying a load W. This load induces stresses
in the beam which are cyclic in nature. A little consideration will show that the upper fibre
of the beam are under compressive stress and the lower fibres are under tensile stress.
After the half a revolution ,the lower fibre occupies the position of upper fibre and it
experiences compressive stress.
max = ; min = −
max + max , −
m =
2 m
=
2
max − max
m = 0 ; a =
2
+
a = 2
; a =
13.2. FLUCTUATING STRESSES
• The stresses which vary from a minimum value to maximum value of same nature
(either tensile or compressive) is known as fluctuating stresses.
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max = , min = 0
max + max , −0
m =
2 m
=
2
max − max
m 2 a
= ; =
2
−0
m =
2
; m =
2
13.2.2. ALTERNATING STRESSES
The stresses which vary from a minimum value to maximum value of the opposite nature
(i.e. from a certain minimum compressive to a certain maximum tensile or from a
minimum tensile to a maximum compressive)
are called alternating stresses.
• Materials fail under fluctuating stresses at a stress magnitude which is lower than the
ultimate tensile strength of the material and sometimes it is even lower than the yield
strength.
• It has also been found that the magnitude of the stress causing failure decreases as the
number of stress cycles increase.
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• This phenomenon of decreased resistance of the materials to fluctuating stresses is the main
characteristic of fatigue failure.
• Fatigue failure is defined as time delayed fracture under cyclic loading.
• The fatigue failure depends upon a number of factors, such as number of cycles, mean
stress, stress amplitude, stress concentration, residual stresses, corrosion, size of the
component and creep.
14.2. ENDURANCE LIMIT
• The fatigue or endurance limit of a material is defined as the maximum amplitude of
completely reversed stress that the standard specimen can sustain for an unlimited
number of cycles (106 cycles) without fatigue failure.
• It may be noted that term endurance limit is used for reversed bending only while for
other types of loading ,the term endurance strength may be used.
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• In the laboratory, the endurance limit is determined by means of a rotating beam
machine developed by R.Mooore
• The results of this test are plotted by means of an S-N curve.
• The S-N curve is the graphical representation of stress amplitude (Sf ) versus the number
of stress cycles (N) before the fatigue failure on a log-log graph paper.
Fig.17: Plot of Stress amplitude and Stress cycle in log -log scale.
• For ferrous materials like steels, the S-N curve becomes asymptotic at 10 6 cycles, which
• The magnitude of this stress amplitude at 10 6 cycles represents the endurance limit of
the material.
• For non-ferrous metals like aluminium alloys, the S-N curve slopes gradually even after
106 cycles. These materials do not exhibit a distinct value of the endurance limit in a true
sense.
• For these materials, endurance limit stress is sometimes expressed as a function of the
• There are two regions of this curve namely, low-cycle fatigue and high-cycle fatigue.
• Any fatigue failure when the number of stress cycles are less than 1000, is called low -
cycle fatigue.
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high-cycle fatigue
• Components subjected to high-cycle fatigue are designed on the basis of endurance
limit stress. S-N curves, Soderberg lines, Gerber lines or Goodman diagrams are used
in the design of such components.
Case 1: When the component is to be designed for infinite life, the endurance limit
becomes the criterion of failure.
Such components are designed with the help of the following equations:
Se
σa =
(fs)
Sse
τa =
(fs)
where σa and τa are stress amplitude in the component and Se and Sse are corrected
endurance limits in reversed bending and torsion respectively
Case 2: When the component is to be designed for finite life, the S-N curve can be used.
The curve is valid for steels.
It consists of a straight-line AB drawn from (0.9Sut ) at 103 cycles to (Se ) at 106 cycles on a
log-log paper.
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• Locate the point A with coordinates [3, log 10(0.9Sut )] since log 10(103 ) = 3
• Locate the point B with coordinates [6, log 10(Se )]since log10(106 ) = 6
• Join AB
̅̅̅̅ , which is used as a criterion of failure for finite-life problems
• Depending upon the life N of the component, draw a vertical line passing through
log 10(N) on the abscissa. This line intersects ̅̅̅̅
AB at point F
• Draw a line FE
̅̅̅̅ parallel to the abscissa. The ordinate at the point E, i.e. log 10(Sf ), gives
the fatigue strength corresponding to N cycles.
• The value of the fatigue strength (S f) obtained by the above procedure is used for the
design calculations.
• Stress concentration is defined as the localization of high stresses due to the irregularities
present in the component and abrupt changes of the cross-section. The fig shows the average
stress distribution when there is no effect of stress concentration.
σmax τmax
Kt = =
σ0 τ0
where σ0 and τ0 are stresses determined by elementary equations (nominal stresses) and
σmax and τmax are localized stresses at the discontinuities.
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• In static loading , stress concentration in ductile material is not so serious because in ductile
material local deformation or yielding takes place which reduces the concentration .
• The effect of stress concentration factor under static loading is more serious for brittle material
because they don’t permit any yielding.
• The effect of stress concentration under fatigue loading is more serious for both the materials.
15.1. CAUSES OF STRESS CONCENTRATION
15.1.1 VARIATION IN PROPERTIES OF MATERIALS
• Internal cracks and flaws like blow holes
• Cavities in welds
• Air holes in steel components
• Non-metallic or foreign inclusions
15.1.2 LOAD APPLICATION
• Contact between the meshing teeth of the driving and the driven gear.
• Contact between the cam and the follower
• Contact between the balls and the races of ball bearing
15.1.3 DISCONTINUITIES IN THE COMPONENT
• Certain features of machine components such as oil holes or oil grooves, keyways and
splines, and screw threads result in discontinuities in the cross-section of the component.
There is stress concentration in the vicinity of these discontinuities.
• For a plate with transverse elliptical hole and subjected to a tensile load as shown in
fig.11. The theoretical stress concentration factor is given as
max . 2a
Kt = = 1 +
b
a is the half length perpendicular to the load and b is the half length parallel to the load.
When a/b is large , the ellipse approaches a crack transverse to the load and the value
of K becomes very large.
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15.2.3 REDUCTION OF STRESS CONCENTRATION IN THREADED MEMBERS
K f = 1 + q(K t − 1)
• In case of doubt, the designer should use (q = 1) or (K t = K f ) and the design will be on the
safe side.
σm σa
+ =1
Syt Se
σm σa 1
+ =
Syt Se (fs )
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σ σ 2
(fs ) a + [(fs ) ( m )] = 1
S e S ut
abscissa and ordinate — and a yield line CD is constructed to join these points to define
failure by yielding. Obviously, the line CD is inclined at 45° to the abscissa. Similarly, a
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line AF is constructed to join S e on the ordinate with S ut on the abscissa, which is the
Goodman line discussed in the previous article. The point of intersection of these two
lines is B. The area OABC represents the region of safety for components subjected to
fluctuating stresses. The region OABC is called modified Goodman diagram. All the points
inside the modified Goodman diagram should cause neither fatigue failure nor yielding.
The modified Goodman diagram combines fatigue criteria as represented by the Goodman
line and yield criteria as represented by yield line. Note that AB is the portion of the
If the mean component of stress (m) is very large and the alternating component (a)
very small, their combination will define a point in the region BCF that would be safely
within in the Goodman line but would yield on the first cycle. This will result in failure,
while solving a problem, a line OE with a slope of tan θ is constructed in such a way
that,
a
tan θ =
m
a (P /A) Pa
Since = a =
m (Pb /A) Pm
Pa
tan θ =
Pm
The magnitudes of Pa and Pm can be determined from maximum and minimum forces
acting on the component.
****
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