Professional Documents
Culture Documents
ol Spring
esign
1 1 1 SMI11 larnu,
Ins
tit tecturers
Copyright © 2002 by Spring Manufacturera Instiute, Inc. Spring Manufacturers Institute, Inc.
This publication contains advisory information only, and SMI
2001 Midwest Road , Suite 106
disclaims any and all liability of any kind for the use, applicaion or
adaptation of material published in this publication. Oak Brook, IL 60523-1335 USA
Phone: (630) 495-8588
Printed in te llnited States of America rey. 2003
Fax: (630) 495-8595
ISBN 0-9604120-5-0 Web site: www.smihq.org
Table of Contents
o
A Fundamentals
How to Use this Handbook
D 1
0
Introduction
Helical Extension Springs
77
1911
Selecting Spring Configurations 3 Initial Tension 78
Glossary of Spring Terminology 10 Types of Ends 79
Bibliographical References 12 Extension Spring Dimensions 81
Reference Information 13 Design Equations 81
Choice of Operating Stress - Static 82
B Spring Materia ls Choice of Operating Stress - Cyclic 82
Clearances 83
Chemical and Physical Characteristics 15 Tolerances 83
Elastic Modulus 17 How to Specify 84
Magnetic Characteristics 17 Extension Spring Design Example 84
Heat Treatment of Springs 17 Final Design Specifications 86
Environmental Considerations 19
Stress Relaxation 20 Torsion Springs
Corrosion 20
Spring Wire 25 Introduction 87
Cost and Availability 26 Number of Turns 87
Spring Strip 27 Mean Diameter 87
Other Spring Materials 31 Length 88
Specifying Hardness 32 Spring Rate 88
Glossary of Spring Wire Terms 35 Stress 89
End Configurations 89
C Compression Spi rings Choice of Operating Stress - Static
Choice of Operating Stress - Cyclic
90
91
Introduction 49 Double Torsion Springs 91
Helical Compression Spring Terminology 49 Rectangular Wire 92
Spring Diameter 50 Tolerances 93
Spring Index 50 How to Specify 93
Free Length 50 Design Example 93
Types of Ends 50 Final Design Specifications 95
Number of Coils 51 Symbols for Spring Terms 96
Solid Height 52
Direction of Coiling 52 Tolerancing Guidelines
Squareness and Parallelism 52 I
Hysteresis 53 Introduction 97
Spring Rate 53 Warning 97
Stress 54 Compression Spring Load Tolerances 98
Loads 55 Quality Grades for Load Tolerances 100
Buckling of Compression Springs 56 Compression Spring Free Length Tolerances 100
Choice of Operating Stress - Static Conditi ns 57 Extension Spring Load Tolerances 100
Choice of Operating Stress - Cyclic Applic tions 61 Quality Grades for Extension Spring Load Tolerances 102
Fatigue Life Estimation Example 61 Extension Spring Free Length Tolerances 102
Dynamic Loading - Impact 63 Torsion Spring Load Tolerances (Torque) 104
Dynamic Loading - Resonance 64 Quality Grades for Torsion Spring Load Tolerances 105
Special Springs 66 Tolerances for Hot Coiled Springs 107
Rectangular Wire 66
Stranded Wire Springs 69
Variable Diameter Springs 70
Variable Pitch 72
Nested Compression Springs 72
Commercial Tolerances 72
Acceptable Quality Leve¡ (AQL) 73
Packaging 73
How to Specify 73 Symbols for Spring Terms inside back cover
Compression Spring Design Example 74
Final Design Specifications 76
Many designs do not erform well in service due to incomplete or unclear definition. The
assumption is made t iroughout Chis handbookthat the designer knows the functional
requirements of a spr ng, its space limitations, the environment in which it operates, its
service requirements nd any special considerations. Functional requirements are usually
expressed as a load t a test position and/or a spring rate. Space limitations are defined by
describing the envelo e in which a spring is expected to operate. Environment can be
characterized by the perating temperature and a description of substances in contact with a
spring. Service requir ments are the expected life, frequency of loading, rate of loading and
permissible relaxatio . Special considerations might involve, for example, restrictions due to
assembly, electrical c nductivity or magnetic requirements. To make a cost-effective design,
it is essential to have he design problem clearly defined.
This handbook follow the design sequence illustrated in Figure 1, page 2. Selecting
Spring Configurations reviews the methodology for choosing the best type of spring
configuration to perfo m an intended function. Frequently, the choice of configuration is
obvious to experienc d designers. The inexperienced, and occasionally the experienced,
designer (in critica) sit ations) should first review spring configuration to be sure that the most
cosí-effective configu ation has been selected. The second major design decision is choice of
material . Spring Mate lals gives information required to select one or two candidate materials
for the design. Reman ing portions of this book discuss each type of spring configuration in detail.
These sections enabl a designer, having chosen the configuration and material, to select a
stress leve), design a pring and then specify the spring to a springmaker. In many cases,
examples are include 1 to demonstrate the design process. In most sections,
recommendations are made on stress levels for both fatigue and static service.
a
SMI Handbook of Spring Design, 1
Define
Design Problem
Select Spring
Configuration
Select
Material
Select
Stress Level
Design to
Optimize
Check Design
Specify
Material recommendations and design methods discussed here are the result of many years
of experience and have proven to be reliable. Spring design is a very complex subject.
Frequently the state of stress is not accurately known. Geometrical configurations are often
difficult to describe mathematically. Simplifying assumptions have been made which, in some
cases, may lead to inaccuracies. When parts are made to a design, fabrication
considerations are occasionally encountered that alter performance. Materials do not always
behave as predicted. Although the best judgment has been used in writing this handbook,
resulting designs will not always be optimum. For critica) springs it is advisable to cal) on the
experience of SMI member company engineering staff, and to have samples made and
tested prior to committing a design to production.
Many designers have computers to support their design efforts. SMI has software available to
support design efforts that conform to material in this handbook. You may contactan SMI member
companydirectly about the availability of this material. Nevertheless, notes on how to specify a spring,
manufacturing tips and other information dedicated to a specific spring configuration should
be reviewed. This information is not generally available in design programs and yet frequently
is necessary to achieve the most cost-effective design.
Having defined primary sp ing function as either push, pul¡ or twist, the next step is to review al¡ possible
spring configurations that erform Chis function and select the one that meets space requirements most
economically. Various spri g configurations are listed on page 4 in Table 1 with helpful comments to aid in
selecting one or two candi ates. Helical compression springs, spring washers, volute springs and beam
springs all perform a push unction. For larga deflections, helical compression springs are most commonly
chosen; for small deflectio s, spring washers are most common. Volute springs have high damping
capacity and good resista ce to buckling, but are not common because of relatively high manufacturing
costs. Beam springs are p oduced in a wide variety of shapes and can push or pull. Frequently, beam
springs are required for fu ctions in addition to the spring function, and sometimes are an integral
element of a larger part.
Helical torsion and spiral s :)ring configurations perform the twist function. Helical torsion springs are often
used as a counterbalance or doors, lids or other mechanisms that rotate on a shaft. Spiral hair springs
have a low hysteresis and are used in instruments and watches. Brush springs received their name
from their primary applicat¡ n of holding brushes against commutators in electric motors. Power springs
are often callad clock or m tor springs and are used to store energy for clocks, toys and other devices.
Prestressed power spring are a special type of power spring that has a very high energy storage
capacity and ¡s most com only used on refractors for seat belts. Constant force springs provide an
essentially constant torquE over many revolutions.
The pul¡ function is pertor ed by extension springs, drawbar spring assemblies and constant force
springs, with helical exten ion springs being most common. Drawbar spring assemblies are useful when
a fixed stop is required. C nstant force springs are similar to power springs; however, they are loaded by
pul¡ rather than twist.
Retaining rings and garter springs were especially developed to perform either push or pull. Retaining
rings retain or locate parís in bearings and on shafts. Garter springs are used primarily in oil seals.
Often a spring design func ion is expressed in terms of energy storage capacity. In machines, springs
are frequently used to stor kinetic energy from moving components during deceleration and release Chis
energy during acceleratior to reduce peak loads. Spring motors are used to power clocks, toys and many
other mechanical devices. Torsion springs are used in window shades and garage doors, primarily for
their ability to store energ .
a
SMI Handbook of Spring Design, 3
TYPE CONFIGURATION ACTION
Helical Compression
Push - higher
Slotted deflections than
bellevilles.
0
4, SMI Handbook of Spring Design
TYPE CONFIGURATION ACTION
Volute
T
Beam
p
Cantilever, Push or pul¡ - wide
Rectangular range of loads, low
Section deflection range.
Cantilever,
Trapezoidal
Section
Simple Beam
Helical Torsion
Round or
Rectangular + Twist - constant rate.
W ire
Spiral
Hairspring Twist
Removed from
retainer.
Prestressed Power
Removed from
retainer.
a
6, SMI Handbook of Spring Design
TYPE CONFIGURATION ACTION
Helical Extension
Drawbar
Pul¡ - extension to a
solid stop.
Constant Force
Retaining Rings
Round or
Rectangular + - -
Wire axial loads.
Garter
c
SMI Handbook of Spring Design, 7
Energy storage capacity (ESC) is defined as the amount of work done by a spring or the energy stored
per unit volume of active spring material. Energy storage capacity is proportional to the square of the
maximum operating stress leve), divided by the modulus of elasticity, multiplied by a constant. Theoretical
capacities are shown for various spring configurations in Table 2, page 9. Space efficiency, another
measure of spring design efficiency, is the volume of active spring material divided by the volume of the
envelope occupied by the spring when fully deflected. The product of ESC and space efficiency is the
amount of energy a spring configuration can store per unit volume of the envelope it occupies. Typical
ranges of energy storage capacity per unit volume of envelope for some spring geometries are also listed
in Table 2, page 9. These values are approximate, and refer to springs in fully deflected positions without
regard to inactive material or stress correction factors. The space efficiency concept is not meaningful for
some spring configurations, such as cantilevers and extension springs. Prestressed power springs, power
springs and helical compression spring designs are most suitable for energy storage applications.
ESC divided by the product of the density and cost per pound gives energy storage ability per unit cost.
This is a convenient method for making rough comparisons of various spring materials.
The final step in the selection process is to consider other restrictions imposed by design criteria. Cost is
always a restriction. Although specific comments on cost cannot be addressed until a spring is designed,
some useful generalizations can be considered here. Custom designed springs from wire are generally
less costly than springs from strip. This is because there is very little scrap from wire. Many fíat springs
are blanked from strip with a concomitant loss of material. Springs made from prehardened material tend
to be less costly than springs hardened after forming. Sharp bends tend to increase manufacturing costs
and cause stress concentrations that can result in early failure.
Compression springs and severa) other types of common springs are made on universal tooling. Most
fíat springs and special wire forms require special tooling. The ability to maintain tolerances varíes
considerably for different spring configurations. In general, tolerances controlled by metal forming
processes are substantially greater than tolerances controlled by metal cutting.
Cantilever Beam - S2
Triangular Plan
6E
s2 7rc
Helical Torsion Spring <
(round wire ) - 1 . 0 - 5 X 10 1 .2 - 6
gE (C+1)2
Angular Relationship of Ends Relative position of hooks or loops of an extension spring (or
ends of a torsion spring) to each other.
Closed and Ground Ends Same as Closed Ends, except the first and last coils are ground
to provide a fiat bearing surface.
Closed Ends Compression spring ends with coil pitch angle reduced so they are square with
the spring axis and touch the adjacent coils.
Elastic Limit Maximum stress to which a material may be subjected without permanent set.
Endurance Limit Maximum stress, at a given stress ratio, at which material will operate in a
given environment for a stated number of cycles without failure.
Of Free Angle Angular relationship between arms of a helical torsion spring which is not under
load.
Heat Setting A process to prerelax a spring in order to improve stress relaxation resistance
in service.
Helical Springs Springs made of bar stock or wire coiled into a helical form. This category
includes compression, extension and torsion springs.
Hysteresis Mechanical energy loss occurring during loading and unloading of a spring within
the elastic range. It is illustrated by the area between load-deflection curves.
Initial Tension A force that tends to keep coils of a closewound extension spring closed and
which must be overcome before the coils start to open.
D Mean Diameter ThEaverage diameter of the mass of spring material, equal to one-half the
sum of the outside a d inside diameters. In a helical spring, this is the equivalent to the
outside diameter mi us one wire diameter.
M Moment A product Of the distance from the spring axis to the point of load application, and
the force componen normal to the distance fine.
n Natural Frequency Lowest inherent rate of free vibration of a spring vibrating between its
own ends.
Patenting The proc ss of heating carbon steel aboye its critica) temperature and cooling at a
controlled rate to ac leve a fine pearlitic microstructure.
p Pitch Distance from center to center of wire in adjacent coils in en open-wound spring.
Plain Ends End coi) of a helical spring having a constant pitch and ends not squared.
Plain Ends , Groun Same as Plain Ends, except wire ends are ground square with the axis.
Residual Stress St ess mechanically induced by such means as set removal, shot-peening,
cold working, or forr iing. It may be beneficia) or not, depending on the spring application.
Set Permanent cha ge of length, height or position alter a spring is stressed beyond
material's elastic lim t.
Set Point Stress at hich some arbitrarily chosen amount of set (usually 2%) occurs. Set
percentage is the s divided by the deflection which produced it.
Set Removal An op ration which causes a permanent loss of length or height dueto spring
deflection.
Shot- Peening Blas ng the surfaces of spring material with steel or glass pellets to induce
compressive stress os that improve fatigue life.
Slenderness Ratio ¡Ratio of spring length to mean diameter L/D in helical springs.
Ls Solid Height Lengtf)of a compression spring when deflected under sufflcient load to bring al¡
adjacent coils into c ntact - no additional deflection is possible.
Spiral Springs Spri gs formed from fíat strip or wire wound in the form of a spiral, loaded by
torque about an axi normal to the plena of the spiral.
a
SMI Handbook of Spring Design, 11
Squareness Angular deviation, between the axis of a compression spring in a free state and
a line normal to the end planes.
Stress Relief A low temperatura heat treatment given springs to relieve residual stresses
produced by prior cold forming.
N Total Number of Coils The sum of the number of active and inactive coils in a spring body.
Bibliographical References
Johnson, Leonard, G., The Statistical Treatment of Fatigue Experiments. New York: Elsevier
Publishing Co., 1964.
Little, R. E. and E. H. Jebe., Statistical Design of Fatigue Experiments. New York: John Wiley
& Sons, 1975.
Wahl, A. M., Mechanical Springs, 2nd ed. New York: McGraw-Hill, 1963.
Berry, W. R., Spring Design: A Practica¡ Treatment. London: Emmot & Co., 1961.
Almen, J. 0. and A. Laszlo., 'The Uniform Section Disc Spring:" A.S.M.E Transactions, vol.
58, no. 4, (May 1936), pp. 305 - 314.
Blake, A., Design of Curvad Members for Machines. New York: Industrial Press, 1966.
Maker, J. H., "Steel Springs:" Metals Handbook. 9th ed. Metals Park: ASM, vol. 1, (1978), pp.
283-313.
Peterson, R. E., Stress Concentration Factors. New York: John Wiley & Sons, (1974), p. 231.
a
12, SMI Handbook of Spring Design
Reference Ii formation
Abbreviations
HRC hardness, Rockwell C scale
Hz hertz
in. inch
J joule
kg kilogram
Ibf pound force
m meter
mm millimeter
N newton
ozf ounce force
Pa pascal
a
SMI Handbook of Spring Design, 13
Symbols
M mega 1,000,000
k kilo 1,000
h hecto 100
c centi 0.01
m Milli 0.001
micro 0.000001
Ii .
L
Table 5. Common Symbols.
Table 6. Approximate Conversions for Carbon Steel Between Hardness Scales and Tensile
Strengths.
a
14, SMI Handbook of Spring Design
Spring Materials
Table7, page 16, li ts some commonly used alloys along with data for material selection
purposes . Data on mechanical properties are presented in the Spring Wire and Spring Strip
subsections (Page 25 and 27 respectively). Specifications have been written by many
national and intern tional organizations . These specifications are cross- referenced in
SMI's Encyclopedi of Spring Design . However, correlation between the specifications is only
approximate. Thes specifications were developed exclusively for high quality material for
spring application and are generally more detailed and stringent than other specifications.
Surface quality ha a major influence on fatigue strength and is often not clearly delineated
on national specifi ations . It is important to use only those materials with the best surface
integrity for fatigue applications , particularly those in the high cycle region.
In steel alloys, for ich processing costs are a large fraction of product cost , surface quality
can vary over an preciable range. Depth of surface imperfections , such as seams , pits and
die marks, can be p to 3.5% of diameter for commercial spring wire grades (ASTM A-227
and A-229). Vario s intermediate qualities can be obtained . Highest levels are represented
by music and vals spring quality grades which are virtually free of surface imperfections.
Decarburization, hich can also adversely affect fatigue performance, follows a similar
pattern . Surface q ality of spring materials is a function of the care exercised in their
production and pr cesses employed . Materials produced with a high leve ) of surface integrity
are more costly th n commercial grades.
For most materials , moduli are temperature-dependent and vary inversely with temperature
by approximately, % per 55°C (100°F). Since nonambient temperature testing is costly,
design criteria sho uld be specified at room temperature after having made appropriate
compensation for he application temperature. Certain nickel-chromium-iron alloys are
designed to have: constant modulus over the temperature range from -5° to 65°C (-50° to
150°F) and are ex :eptions to the aboye rule.
For true isotropic materials, the elastic moduli in tension (E) and shear (G) are related
through Poisson's ratio by the expression:
E
2G
so that, for comm¢n spring materials, any one of the parameters may be approximated using
the othertwo.
Magnetic Characteristic
For most applicati ns, the question of "magnetic or not" is adequately answered with the use
of a permanent m gnet. For some applications, even very low levels of magnetic behavior
can be detrimenta . Then, it is desirable to know the magnetic permeability of candidate
materials and rea h agreement between parties on a maximum allowable value. Table 8,
page 18, lists appr ximate values for a number of low-permeability materials along with other
frequently used al oys.
Since permeabilit can be altered by cold work, some variation can be expected. In general,
low-permeability aterials are more expensive, so designers should specify low levels only
when absolutely n cessary. Often, nitrogen-strengthened manganese stainless steels are
good choices bec use they have good strength at moderate cost.
a
SMI Handbook of Spring Design, 17
Permeability at 200 Oersted,
Materlais Room TAmperature
Air 1
Brasses , Bronzes Nonmagnetic
Carbon Steels > 500
Elgiloy® 1.000035
Inconel Alloys:
600 1.01
625 1.0006
X-750 1.0035
Stainless Steels:
Type 301, spring temper > 30
Type 302, spring temper > 12
631 (17-7 PH) > 40
XM-28: Nitronic® 32* 1.011
Nitronic 50* 1.004
Titanium Alloys Nonmagnetic
"Nitrogen-strengthened manganese stainless Steels.
ELGILOY is a registered trademark of Katy Industries, Inc.
NIfRONIC is a registered trademark of Arco., Inc.
High-temperature heat treatments are used to strengthen annealed material after spring
forming. High-carbon steels are strengthened by austenitizing in the temperature range 760'
to 900'C (1480' to 1652'F), quenching to forra martensite and then tempering. Some nickel-
based alloys are strengthened by high temperature aging treatments. Because substantial
oxidation occurs at these elevated temperatures, It is advisable to prevent excessive
oxidation by using an approprlate protective atmosphere.
Heat treatments suitable for many commonly used materials are listed in Tabla 9, paga 19.
Selection of a temperatura within a given range can only be made after considering the
material, size, strength leve¡, application conditions and desired characteristics. Unless
otherwise noted, 20 to 30 minutes exposure at the specified temperature range is sufficient to
obtain the bulk of the stress-relleving effect.
Many spring-11ke parts Involve forma that preclude the use of prehardened material. In
these cases, soft or annealed material must be used and heat treated to attain spring
properties after forming. Thin high-carbon and alloy steel parts become distorted when
hardened by quenching. Distortlon may be reduced by fixture tempering; however, this
process ls costly and should be avolded If at al¡ possible by using pretempered materials.
Environmental Considerátions
Frequently , operat ng environment is the single most important consideration for proper
spring material sel ction . For successful application , material must be compatible with the
environment and N ithstand effects of temperature and corrosion without en excessive loss in
spring performanc Corrosion and elevated temperaturas decrease spring reliability. The
effect of temperati re on spring materials is predictable and discussed in the upcoming
subsection. Comp dibility of spring materials and spring coating systems with
corrosiva environr ents will be discussed in general terms.
a
SMI Handbook of Spring Design, 19
Stress Relaxation
The primary concern for elevated-temperature applications of springs is stress relaxation.
Stress relaxation is the loss of load or available deflection that occurs when a spring is held
or cycled under load. Temperature also affects modulus, tensile and fatigue strength. For a
given spring, variables that affect stress relaxation are: stress, time and temperature, with
increases in any parameter tending to increase the amount of relaxation. Stress and
temperature are related exponentially to relaxation. Curves of relaxation vs. these
parameters are concave upward, as is shown in Figures 2 and 3, page 21. Other
controllable factors affecting relaxation include:
1. Alloy Type - more highly alloyed materials are generally more resistant ata given
temperature or can be used at higher temperatures.
2. Residual Stress - residual stresses remaining from forming operations are detrimental to
relaxation resistance. Therefore, use of the highest practica) stress-relief temperatures is
beneficia). Shot peening is also detrimental to stress relaxation resistance.
3. Heat Setting - various procedures can be employed to expose springs to stress and heat
for varying times to prepare for subsequent exposures. Depending on the method used,
the effect is to remove a usually larga first-stage relaxation and/or to establish a residual
stress system, which will lessen relaxation influences. In some cases, the latter approach
can be so effective that, in application, compression springs may "grow" or exhibit
negative relaxation. Increase in free length does not usually exceed one to two percent.
4. Grain Size - coarse grain size promotes relaxation resistance. This phenomenon is used
only in very high temperature applications.
Corrosion
The effect of a corrosiva environment on spring performance is difficult to predict with
certainty. General corrosion , galvanic corrosion , stress corrosion and corrosion fatigue
reduce the life and load-carrying ability of springs . The two most common methods employed to
combat effects of corrosion are to spec ify materials that are inert to the environment and to
use protective coatings . Use of inert materials affords the most reliable protection against
deleterious effects of al¡ types of corrosion; however, this is often costly and sometimes
impractical. Protective coatings are often the most cost-effective method to prolong spring life
in corrosiva environments. In special situations, shot peening can be used to prevent stress
corrosion, and cathodic protection systems can be used to prevent general corrosion.
14
Plain springs - - - I, Shot - peened
Shot - peened - - - 14 and Heat set
Shot - peened - - - Ii Exposure of 100 hours at 690 MPa
and Heat set (100,000 ps) filial stress calculat.d
12
/I 12
At room temperatura 1
Exposure of 100 hours at 149°C ( 300° ) • I
Stresses calculated at room tempemtu i
♦ I
1
2 2
-1 1 1 1
200 400 600 800 1000 120 140 160 180 200
Inicial stress (MP ) Exposure temperatura (°C)
o
SMI Handbook of Spring Design, 21
Zinc on Iron and Steel dmiumon # ron and Steel
Parta per QQ-Z-325 (1) wy ±¿: Fans per QQ P-416 (2)
Salt Spray
Minimum Test, SaltHours
Sprayto Test,
Recommended Corrosion Minimum Hours to
Thickness Finish White Red Thickness Finish Whlte
mm (in.) Type mm (in.) Type Corrosion
A 192
0.025 0.013 B
B 96 96
(0.0010) C 192 (0.00050)
A
0.013 0.006
B 96 B 96
(0.00050) (0.00030)
C
A 36
0.005 0.005
B 96 B 96
(0.00020) (0.00020)
C 36
(1) Requirements for zinc coating (electrodeposited).
(2) Requirements for cadmium plating (electrodeposited).
Finish Type:
A. Without supplementary chromate or phosphate treatment.
B. With supplementary chromate treatment.
C. With supplementary phosphate treatment.
Metallic coatings are normally applied by electroplating. Since most high-hardness steels are
inherently very susceptible to hydrogen embrittlement, plating must be carried out with great
care to minimize embrittlement and subsequent fatigue failure. A baking operation alter
plating is also essential. The designar should observe these points during design and
specification:
7. Residual stress from forming operations must be reduced by stress relief at the highest
practical temperature. Otherwise the combined effect of residual tension and hydrogen
absorbed during plating can induce cracking even before plating is completed.
o
22, SMI Handbook of Spring Design
Mechanical plating provi es an effective means of zinc or cadmium protection with minimum
hydrogen embrittlement. t is particularly recommended where parts have high residual
stress, have been harde ed aboye HRC48 and are used with high static loads. The process
can only be applied to pa s that do not tangle and have a clean, fully accessible surface.
Hydrogen embrittlement, although unlikely, is still possible if parts are cleaned by pickling.
When appropriate, coatí gs of zinc, tin, cadmium, oran alloy of cadmium can be applied by
mechanical plating proceses.
Cadmium, zinc or, more ommonly, alloys of the two can be applied to steel spring wire
during its production and under some circumstances, this alternative is highly desirable. It is
best suited to small-diam ter wire and, in general, for the production of springs not requiring
grinding.
Springs are almost alwa in contact with other metal parts. In a corrosive environment, it is
important that the spring aterial be more noble than components in contact with it. Table
11, below, shows a partí 1 list of alloys in increasing order of nobility. When any two alloys
are placed in contact in t he presence of an electrolyte, the less noble alloy (higher on the list)
will be attacked. The atta k will be significantly more vigorous than that of the electrolyte
acting by itself.
Magnesiu
Zinc
Aluminum
Cadmium
Steel or Ir n
Cast ¡ron
Stainless teel, series
300 (a tive)
Hastelloy C
Nickel(ac¡ve)
Inconel (a tive)
Hastelloy
Brasses , 1 ronzes
Monel
Nickei (pa sive)
Inconel (p ssive)
Stainless teel, series
300 (p ssive)
Titanium
UNS Unified Nu bering System is a joint publication of the American Society for
Testing an 1 Materials (ASTM) and the Society of Automotive Engineers (SAE).
"A UNS de ignation is not, in itself, a specification, since it establishes no
requireme ts for form, condition, property or quality. It is a unified identifier of a
metal or al y for which controlling limits have been established in
specificati ns published elsewhere." For additional details, see ASTM
E527/SAE 1086, "Recommended Practice for Numbering Metals and Alloys."
AISI Stands foríAmerican ¡ron and Steel Institute . AISI and SAE developed a
system of ¢lesignation for standard steels . For a description, see SAE J403.
SAE SAE stand 3rds have been issued by the Society of Automotive Engineers.
Although rio longer available, the SAE standards are provided to
reflect not tions on existing documents and blueprints.
Federal , Mil. Federal arfa Military Specifications are issued by the United States
Sp. Governme t and are available from:
DIN DIN stand rds are issued by the Deutsches Institut für Normunge e. V.
English tra slations can be obtained from:
Specifying Hardness
Hardness tests are used extensively to inspect strip and fíat springs, and it is necessary to
specify the correct ;cale. Recommended hardness scales for steels are presented in Tabla
19, below. To obtai i accurate readings free from the effect of the anvil, it is important to
limit the thickness if the material for each hardness scale as shown in Figure 9, page 33,
for hard material; nd Figure 10, page 33, for soft materials.
a
32, SMI Handbook of Spring Design
Commercial thickness tolerances for spring steel strip are presented in Table 17, below.
Many fíat springs and spring washer designs can tolerate this variation. Since the load varíes
as the cube of the thickness, critica) designs may require closer tolerances.
a
SMI Handbook of Spring Design, 31
AI 1 1050 AISI 1065 AISI 1074, 1075 5
1Jt NJt Nalt
Direction Annealed Annealed Annealed Annealed Annealed ]d nnealed
Annoa
Thickness (t) Annealed
(standard (special (standard (spacial (standard (speclal special
mm (In.) of Bond
lowest lowest lowest lowest lowest lowest lowest
max. max. • max. max . " max. max. e max.
2 0 2 0 2 0 1
1.9mm
4 3 4 3 4 3 4
(0.076)-over
1 0 1 0 1 0 0
0.9-1.89 mm
2 1 2 1 2 1 2
(0.036-0.075")
0 0 0 0
0.37-0.89 mm
0 1 Ya 1 1
(0. 015-0.035")
0 0 0 0 0 0
0.20-0.36 mm
0 0 0 0 0 '/:
(0.008-0.014")
ifN, =
Fonnability is determmed by slowly bending a saniple ovar 80' untll jis ende ere pmallel . me memmed distante between the erds Is N,. For exavele,
•Available m Barco-Fonr® "m Wallace Banes Steel sa idimyoflheis s ofAmerira, Inc.
In fíat spring desi ns where the edge of the strip becomes an edge of the part, the type of
edge is important, particularly for cyclic applications. Common types of edges available are
shown in Figure 8 below. Slit edge (No. 3) and deburred (No. 5) are preferred for
blanked parts ata static applications. No. 1 round edge is recommended for cyclic
applications to re uce the stress concentration and eliminate the edge flaws due to slitting.
Configurations sh wn in Figure 8, are approximate, and it is advisable to use both the
numerical design tion and a description when specifying edge condition.
No. 1 Edge
ROUND
Standard NORMAL AS SLIT
BLUNT ROUND
Special
No. 5 Edge
OVAL
Special
300
2000
280
1800
260
240
1600
220
1400
200
180
1200
160
1000
140
800 120
28 32 36 40 44 46 48 50 52 54
Rockwell Hardness (HRC)
Parts that cannot be made within formability limits of pretempered strip are made from
annealed strip, and hardened and tempered alter forming. To maintain critical dimensions, it is
often necessary to fixture temper these parts. Sharp bends are not only difficult to fabricate
but are also undesirable in service because of stress concentration. The formability limits of
annealed spring steels are presented in Tabla 16, paga 30.
4.4 m 0.050
1.25 1 75•) Mini mum
Bending
Radius
3.8 mm
3.2 mm
2.5 mm
(.100")
0.50 0.020
.8 MM
(.075")
0.25 0.010
1.3 mm
40 42 4 46 48 50 52 54 56
Rockwell Hardness (HRC)
Also known as "acn ss the grain," Also known as "with the grain,"
perpendicular to he rolling parallel.to rolling direction.
direction. Easy or good way. Hard or bad way.
Springmaking operations rarely change the diameter of the material. Since spring properties
are often dependent upon diameter to the fourth power or thickness to the third power,
tolerances on spring wire are critical. Standard tolerances are shown in Table 15, below.
Closer tolerances are available on request.
Spring Strip
Most fíat springs are made from AISI grades 1050, 1065, 1074 and 1095 steel strip. These
compositions are listed in ASTM specifications A682 and A684.
Tensile strength and formability characteristics are shown in Figure 5, page 28. The
vertically inclined bands delineate three strength leveis as functions of stock thickness and
hardness. Horizontal curves indicate minimum bending radii required for the strength leveis
they intersect. Interpolations can be made between any two bands or lines for intermediate
leveis. Formability criteria are given for relatively smooth bends made at reasonable bending
rates. Operations that apply forming forces other than smooth bending, or have impact
characteristics, may require larger red¡¡ to prevent fracture. Fourslide part manufacture,
progressive die work and secondary forming are examples of operations that often produce
less-than-ideal bending.
Table 14, paga 27 , shows data for quantities large enough to avoid extra costs for 2 mm
(0.079") wire. Fo al¡ materials, processing to small sizes adds significantly to basic alloy cost.
Production of hi h quality surfaces may carry a cost premium. As the base alloy value
increases, these factors, though still important, represent a smaller fraction of the total raw
material cosí. P ented and cold-drawn wire (ASTM A227) is used as a base, with an
assigned value f 1.0. W hen the amount of material required is larga, choice of material is
very important, f r it will usually be the mejor element in the spring cosí. If the amount of
material is small and, particularly, if quick delivery is important, immediate availability rather
than cosí often ictates the material choice.
-450
3000
AST M A228
-400
2500
-350 ó
ASTM A313
m t
2 (302) ASTM A401
1 - , - L 300
2000
P
= ASTM A229
F
500
50
1 2 3 4 5 6 7 8 9 0 2 3 4 5 6 7 8 9 1 2 3 4 5 6 7 8 9 1
0.10 1.0 10.0
Wire Diameter (mm)
1
1
Most spring wires can be wrapped on their own diameter (bent around a pin with a diameter
aquel to the wire diameter). Exceptions include some copper-based alloys and large-diameter
and/or high-strength alloys. Because stress relieving increases yield strength of cold-drawn
spring wire, all sharp bends of this grade material should be made prior to stress relief.
c
SMI Handbook of Spring Design, 25
Glossary of Spring Wiri Terms
Tensile Strengt
ASTM E6, Secti n 37 - Terminology - The maximum tensile stress that a material is
capable of sustai ing. Tensile strength is calculated from the maximum load during a tension
test carried to ru ture and the original cross sectional area of the specimen.
Size Tolerance
Allowed maximu deviation from a nominal diameter . Usually expressed as both plus and
minus and in the same units with the same precision as the nominal diameter . Most ASTM
standards specif the tolerante as "absolute" as defined in ASTM E29.
Roundness Tolerance
The allowed ma mum range in size readings at any given point in the wire. The roundness
tolerance is usua ly specified as one hall of the size tolerance.
Wrap Test
A wire sample is oiled in a closely spaced helix around a mandrel of specified diameter.
After wrapping, t e specimen is examined for cracks. The sample shall be considered to
have failed if any cracks occur in the wire after the first complete turn.
Coiling Test
This test is used o determine if imperfections are present to the extent that they may cause
cracking or splitti g during spring coiling and spring extension. A coi¡ of specified length is
close-wound on n arbor of a specified diameter. The closed coi¡ is then stretched to a
specified perman nt increase in length and examined for uniformity of pitch with no splits or
fractures.
Bend Test
A test piece is be t through a specified angle around a specified mandrel. When complete
fracture does not occur, the convex side of the sample is examined for cracks.
Torsion Test
A straight length f wire is twisted in a fixture until fracture occurs. The fracture surface
should be perpendicular to the axis of the wire and free from cracks or other injurious flaws.
a
SMI Handbook of Spring Design, 35
Decarburization
The loss of carbon from a ferrous alloy as a result of heating in a medium that reacts with
carbon.
Cast is the diameter of the circie formed by a length of wire thrown loosely on the floor or a
similar fíat surface large enough in area to support the sample. Diameter of cast is to be agreed
upon by purchaser and seller. Helix or pitch is the amount of separation between two
overlapping cut ends of a wire loop when held vertically by a finger or a similar support.
Distance of separation is to be agreed upon between purchaser and seller.
Reduction of Area
ASTM E6, Section 33 - Terminology - The difference between the original cross sectional
area of a tension test specimen and the area of its smallest cross section. The reduction of
area is usually expressed as a percentage of the original cross-sectional area of the
specimen.
.E eryium opper u °
Be 2.0 % [1034- 1586] hardened before fabrication.
ASTM B 197
18.5 [128] 45 7.0 [48.3] 400 204 C35-42 Good corrosion resistance
and electrical conductivity.
High physicals.
ó
Monel 400 Ni 66.0% 145-180 Cold drawn . Good Corrosion
d
AMS 7233 Cu 31.5% [1000-1241] 26 [179] 40 9.5 [65.5] 450 232 C23-32 resistance at moderately
o elevated temperature.
z
Ni 65.0% 160-200 Excellent corrosion resis-
Monel K 500
Cu 29.5% [1103-1379] 26 [179] 40 9.5 [65.5] 550 288 C23-35 tance at moderately elevated
QQ-N-28600 [Fed]
temperature.
o
` Regular Carbon C 0.69-0.80% 160-320 B85 Max. Cold rolled annealed or
£ ASTM A 682 Mn 0.58-0.80% [1103-2206] Annld. temperad. Most popular for
CO 20 [9071 n 12
v nat springs.
Temp.
A
High Carbon C 0.90-1.04% 180-340 B88 Max. Cold rolled annealed or
2 ASTM A 682 Mn 0.30-0.50% [1241-2344] Annld. tempered. High stress fíat
30 [207] 250 121
AISI1095 C40-52 springs.
Temp.
ASTM A 666 Cr 16.0-18.0% 240-270 Cold rolled to high yield
Ni 6.0-8.0% [1655-1862] 28 [193] 300 149 C48-52 strength. Magnetic in spring
temper.
ASTM A 666 Cr 17.0-19.0% 185-230 Cold rolled. General purpose
Ni 8.0-10.0% [1276-1586] 28 [193] 550 288 C42-48 corrosion and heat resistant.
Magnetic in spring temper.
y AISI 316 Cr 16.0-18.0% 170-230 Cold rolled heat resistant and
in Ni 10.0-14.0% [1172-1586] better corrosion resistance
28[193] 550 288 C38-48
Ñ Mo 2.0-3.0% than 302. Magnetic in spring
d temper.
17-7 PH Cr 16.0-18.0% Cond CH Cold rolled and precipitation
ASTM A 693 [631 ] Ni 6.5-7.5% 240 Min. hardened alter fabrication.
AMS 5529 Al 0.75-1.5% [1655] High strength and general
29 [200] 650 343 C46 Min.
purpose corrosion resis-
tance. Magnetic in spring
temper.
Chrome Vanadium C 0.48-0.53% 200-250 Cold rolled and heat treated
á AMS 6455 Cr 0.80-1.10% [1379-1724] alter fabrication. Used for
30 [207] 425 218.5 C42-48
in V 0.15 Min. % shock loads and moderately
m elevated temperatura.
rn Chrome Silicon C 0.51-0.59% 250-325 Cold rolled and heat treated
_ó AIS 9254 Cr 0.50-0.80% [1724-2241] after fabrication. Used for
30[207] 475 246 C47-51
Si 1.20-1.60% shock loads and moderately
elevated temperature.
Tensile Properties Torsional Properties
Minimum Modulus of Modufus in
Tensile Elasticity Design Torsion Maximum
Strength E Stress0 G Operating © Method of Manufacture
Nominal psi x 103 psi x 106 % Minimum psi x 106 Temperatura Rockweil Chief Uses
Material Chemistry [MPa] [MPa x 103 ] Tensile [MPa x 1031 °F °C Hardness Special Properties
Phosphor Bronze Cu 94.0-96.0% 95-110 Cold rolled. Good corrosion N
Grade A Sn 4.0-6.0% [655-758] 15 [103] 200 93.3 B94-98 resistance and electrical
ASTM B103 conductivity.
Beryllium Copper Cu 98.0% 180-200 Cold rolled and may be mili
ASTM 6194 Be 2.0% [1241-1379] hardened before fabrication.
ó 16-18.5
400 204 C39 Good corrosion resistance
[111-128]
and electrical conductivity.
ó High physicals.
d Monel 400 Ni 66.0% 100-140 Cold rolled. Good corrosion
AMS 4544 Cu 31.5% [690-765] 26 [179] 450 232 B98 Min. resistance at moderately
o elevated temperatura.
z
Monel K 500 Ni 65.0% 170-200 Excellent corrosion resis-
QQ - N - 286© Cu 29.5% [1172-1379] 26 [179] 550 288 C34 Min. tance at moderately elevated
C/Fe/AI/Ti temperature.
A 286 Alloy Ni 26.0% 160-200 Cold rolled and precipitation
AMS 5525 Cr 15.0% [1103-1379] hardened alter fabrication.
29 [2001 950 510 C30-40
Fe Good corrosion resistance at
n 53.0% elevated temperatura.
T Inconel 600 Ni 76.0% 145-170 Good corrosion resistance at
3 AMS 5540 Cr 15.8% [1000-1172] elevated temperatura.
31 [218] 700 371 C30 Min.
ASTM B 168 Fe
7.2%
Inconel 718 Ni 52.5% 180-204 Cold rolled and precipitation
AMS 5596, 5597 Cr 18.6% [1241-1407] hardened after fabrication.
29 [200] 1100 593 C36
Fe Good corrosion resistance at
18.5% elevated temperatura.
rn
x Inconel x 750 Ni 73.0% 150 Cold rolled and precipitation
AMS 5542 Cr 15.0% [1034] 750- 399- hardened alter fabrication.
31 [214] C30 Min.
Fe 1100 593 Good corrosion resistance at
6.75% elevated temperatura.
Tensile Properties Torsional Properties
oá
Minimum Modulus of Modulus in en
Tensile Elasticity Design Torsion Maximum á
Strength E Stress ( G Operating ® Method of Manufacture
Nominal psi x 106 psi x 108 % Minimum psi x 106 Temperatura Rockwell Chief Uses
Material Chemistry [MPa] [MPa x 1031 Tensile [MPa x 108 ] "F °C Hardness Special Properties co
Elgiloy Co 39.0-41.0% 170-325 Cold drawn and aged. Excel- <
v
[R30003] Cr 19.0-21.0% [1172-2241] lent corrosion resistance in
AMS 5875 Ni 15.0-16.0% 32 [221] 45 12.0 [82.8] 850 454 C40-58 sour environments. Non-
Mo 6.0-8.0% magnetic.
Fe Bal Ñ
MP35N Co Sal 200 Cold drawn and aged. Excel-
N 33.0 97.0% [13791
34 [235] 45 11.7 [80.7] 750 399 C35-50
Cr 19.0-21.0 % sour environments.
Mo 9.0-10.5%
Oy?.yO^^° a°Oz
-no C) :E Cn o
a o (D Ñ m N
O m Ñ Ñ ti D) N. N
m N x(O a 3
m0m m^
2.
O CDXá3 (ó 3-(ó3
m
m
m
zi ? Ñ m m 3
m m - á m z
O0 Qá 0 O m N N
O 31 N. U D
0
3omm
m
0 3 F a cn Ñ
j
m- Ñ Ñ C& o t0
o - + O S
O
J d
a.
m
Table 21.
Minimum Tensile Strength of Wire Spring Materials - Ferrous
in psi x 103 [MPa]
Wire Size Type* 17-7 Wire Size Type* 17-7 Wire Size Type* 17-7
Type 302 Type 302 Type 302
in. [mm] PH in. [mm] PH in. [mm] PH
0.008 [0.20] 325 [2241] 345 [2379] 0.033 [0.84] 276 [1903] 0.061 [1.55] 255 [1758] 305 [2103]
0.009 [0.23] 325 [2241] 0.034 [0.86] 275 [1896] 0.062 [1.57] 255 [1758] 297 [2048]
0.010 [0.25] 320 [2206] 345 [2379] 0.035 [0.89] 274 [1889] 0.063 [1.60] 254 [1751]
0.011 [0.28] 318 [2193] 340 [2344] 0.036 [0.91] 273 [1882] 0.065 [1.65] 254 [1751]
0.012 [0.30] 316 [2179] 0.037 [0.94] 272 [1875] 0.066 [1.68] 250 [1724]
0.013 [0.33] 314 [2165] 0.038 [0.97] 271 [1869] 0.071 [1.80] 250 [1724] 297 [2048]
0.014 [0.36] 312 [2151] 0.039 [0.99] 270 [1862] 0.072 [1.83] 250 [1724] 292 [2013]
0.015 [0.38] 310 [2137] 340 [2344] 0.040 [1.02] 270 [1862] 0.075 [1.91] 250 [1724]
0.016 [0.41] 308 [2124] 335 [2310] 0.041 [1.04] 269 [1855] 320 [2206] 0.076 [1.93] 245 [1689]
0.017 [0.43] 306 [2110] 0.042 [1.07] 268 [1848] 310 [2137] 0.080 [2.03] 245 [1689] 292 [2013]
0.018 [0.46] 304 [2096] 0.043 [1.09] 267 [1841] 0.092 [2.34] 240 [1655] 279 [1924]
0.019 [0.48] 302 [2082] 0.044 [1.12] 266 [1824] 0.105 [2.67] 232 [1600] 274 [1889]
0.020 [0.51] 300 [2069] 335 [2310] 0.045 [1.14] 264 [1820] 0.120 [3.05] 225 [1551] 272 [1875]
0.021 [0.53] 298 [2055] 330 [2275] 0.046 [1.17] 263 [1813] 0.125 [3.10] 272 [1875]
0.022 [0.56] 296 [2041] 0.047 [1.19] 262 [1806] 0.131 [3.33] 260 [1793]
0.023 [0.58] 294 [2027] 0.048 [1.22] 262 [1806] 0.148 [3.76] 210 [1448] 256 [1765]
0.024 [0.61] 292 [2013] 0.049 [1.24] 261 [1800] 0.162 [4.11] 205 [1413] 256 [1765]
0.025 [0.64] 290 [2000] 330 [2275] 0.051 [1.30] 261 [1800] 310 [2137] 0.177 [4.50] 195 [1345]
0.026 [0.66] 289 [1993] 325 [2241] 0.052 [1.32] 260 [1793] 305 [2103] 0.192 [4.88]
0.027 [0.69] 287 [1979] 0.055 [1.40] 260 [1793] 0.207 [5.26] 185 [1276]
0.028 [0.711 286 [1972] 0.056 [1.42] 259 [1786] 0.225 [5.72] 180 [12411
0.29 [0.74] 284 [1958] 0.057 [1.45] 258 [1779] 0.250 [6.35] 175 [1207]
0.030 [0.76] 282 [1944] 325 [2241] 0.058 [1.47] 258 [1779] 0.375 [9.53] 140 [965]
0.031 [0.79] 280 [1931] 320 [2206] 0.059 [1.50] 257 [1772]
0.032 [0.811 277 [1910] 0.060 [1.52] 256 [1765]
Table 23.
Wire Size Tolerance Charts
Hard-Drawn / Oil-Tembered Chrome Silicon
Wire Size Range - in. [mm] Tolerance ± in. [mm] Wire Size Range - in. [mm] Tolerance t in. [mm]
0.010 - 0.0199 [0.25 - 0.50] 0.0005 [0.013] 0.032 - 0.072 [0.081 - 1.82] ± 0.001 [0.025]
0.020 - 0 . 0347 [0.50 - 0.88] 0.0006 [0.015] 0.0721 - 0.375 [1.83 - 9.53] ± 0.002 [0.0511
0.0348 - 0 . 051 [0 .89 - 1.29] 0.0008 [0.020]
0.0511 - 0 . 075 [1 .30 - 1.90] 0.001 [0.025] Chrome Vanadium
0.0751 - 0 . 109 [1 . 91 - 2.76] 0.0015 [0.038] Wire Size Range - in. [mm] Tolerance ± in. [mm]
0.1091 - 0 . 250 [2 .77 - 6.35] 0.002 [0.051] 0.020 - 0.0275 [0 .51 - 0.69] ± 0.0008 [0.020]
0.2501 - 0.375 [6 . 36 - 9.52] 0.0025 [0.064] 0.0276 - 0.072 [0.70 - 1.82] ± 0.001 [0.025]
0.3751 - 0.625 [9 . 53 - 15.88] 0.003 [0.076] 0.0721 - 0.375 [1. 83 - 9.52] ± 0.002 [0.051]
0.3751 - 0.500 [9.53 - 12.7] ± 0.003 [0.076]
Music Wire
Wire Size Range - in. [mm] To erance ± in. [mm] Type 302 Stainless / 17-7 PH Stainless
0.004 - 0 .010 [0. 10 - 0.25] 0.0002 [0.005] Wire Size Range - in. [mm] Tolerance ± in. [mm]
0.011 - 0.028 [0.28 - 0.71 ] 0.0003 [0.007] 0.007 - 0.0079 [0.13 - 0.20] ± 0.0002 [0.005]
0.029 - 0.063 [0.72 - 1.60] 0.0004 [0.010] 0.008 - 0.0119 [0.21 - 0.30] ± 0.00025 [0.006]
0.064 - 0 . 080 [1 .61 - 2.03] 0 .0005 [0.013] 0.012 - 0 . 0239 [0.31 - 0.60] ± 0.0004 [0.010]
0.081 - 0.250 [2 .04 - 6.35] 0.001 [0.025] 0.024 - 0 . 0329 [0.61 - 0.83] ± 0.0005 [0.013]
0.033 - 0 . 0439 [0.84 - 1.111 t 0.00075 [0.019]
0.044 and larger [1.12 and larger] ±0.00110.025]
Introduction
Helical compres ion springs are used to resist applied compression forces or to store energy
in the push mod . They have the most common spring configuration and are found in many
applications suc as automotive, aerospace and consumar goods. While the most prevalent
form of compres ion spring is a straight cylindrical spring made from round wire, many other
forms are produ ed. Conical, barrel, hourglass or cylindrical forms are available, with or
without variable pacing between coils. Such configurations are used to reduce solid height,
buckling and sur ing, orto produce nonlinear load deflection characteristics . Energy storage
capacity is great r for round wire compression springs than for rectangular wire compression
springs and can e increased by nesting. Rectangular wire is sometimes employed to reduce
solid height or in rease the space efficiency of the design. Most die springs are made from
rectangular wire or this reason.
uareness (e.)
Spring Index - C = d
Parallelism (e,)
Bearing
Surface
Pitch = p 1
a
SMI Handbook of Spring Design, 49
Spring Diameter
Outside diameter (O.D.), inside diameter ( I.D.) and mean diameter ( D)are al¡ used
to describe helical compression spring dimensions . Mean diameter is equal to the sum of O.D.
and I.D .divided by two, and is employed in spring design calculations for stress and deflection.
The O. D. is specified for springs that operate in a cavity , while the I.D. is specified for springs
that operate over a rod , seat or shaft . Mínimum diametral clearance between the spring
and cavity or rod is:
z_ dZ
O.D., tsolid = D2 +p nz + d (Eq.1)
If the spring ends are allowed to unwind , the O.D . at solid may be greater than calculated by
this equation . Long springs buckle (see Figure 18, page 57) and may require lateral support
and larger diametral clearances.
Spring Index
Spring index is the ratio of mean diameter to wire diameter or radial dimension of the cross
section ( Figure 11 , page 49 ). The preferred index range is 4 to 12 . Springs with high
indexes tangle and may require individual packaging , especially if the ends are not squared.
Springs with indexes lower than 4 are difficult to form.
Free Length
Free length is the overall spring length in the free or unloaded position (Tabla 24 , page 51). lf
loads are not critical , free length can be specified. When definite loads are required, free
length should be a reference dimension that can be varied to meet load requirements. Pitch
is the distance between centers of adjacent coils and is related to free length and number of
coils.
Type of Ends
Types of ends available are : plain ends, plain ends ground , squared ends and squared ends -
ground ( Figure 12 , page 51 ). To improve squareness and reduce buckling during operation, a
bearing surface of at least 270 ° is required . Squared and ground springs are normally
supplied with a bearing surface of 270 ° to 330 °. Additional grinding results in thin sections.
"Squared ends only" are preferred on springs with small wire diameters (less than 0.5 mm or
0.020"), a large index (greater than 12) or low spring rates . Squared ends cost less to
manufacture than squared and ground ends.
Number of Coils
Total number of coi s should be specified as a reference number. For springs with squared
ends, the total num er of coils minus two is the number of active coils. There is some activity
in end coils, but du ing deflection some active material comes in contact with the end coils
and becomes inacti le. Experience indicates that this equation is a good approximation. The
number of active c ils in springs with plain ends is greater than those with squared ends and
depends upon the eating method employed. Some useful guidelines for estimating the
number of active cc ils are presented in Table 24, below.
Type of Ends
Dimensional Ope Open Closed and
Characteristics Not ro nd Ground Closed Only Ground
Solid Height (Nt+ )d Ntd (N,+ 1)d N,d`
(Ls)
Pitch L,- L, L, - 3d L,-2d
(P) Na N, Na N,
ActiveCoils L,- L, 1 L,-3d L,-2d
(Na) p p p p
Total Coils
Na Na+1 Na+2 Na+2
(Nt)
Free Length
p N, d p Nt p Na + 3d p Na + 2d
(Lf)
'For small índex springs lower solid heights possible.
a
SMI Handbook of Spring Design, 51
Solid Height
Solid height is the length of a spring with all coils closed. For ground springs, solid height is
the number of coils multiplied by wire diameter. For unground springs, solid height is the
number of coils plus one, multiplied by wire diameter (Table 24, page 51). If critical, solid
height should be specified as a maximum dimension. After allowances are made for plating
or other coatings, it is good practice to add one-half of the wire diameter to determine
maximum solid height. With larger wire sizes and fewer coils, this allowance can be
decreased. Solid height is often measured by applying a force equal to 110 to 150% of the
calculated load at solid. If solid height is not critical, this dimension should be omitted.
Direction of Coiling
A helical compression spring can be either left or right-hand coiled. If the index finger of the
right hand can be bent to simulate direction of coil, so that the fingernail and coil tip are
approximately at the same angular position, the spring is right-hand wound (Figure 13,
below). If the index finger of the left hand simulates the coil direction, the spring is left-hand
wound. If direction of coiling is not specified, springs may be coiled in either direction. Nested
springs with small diametral clearances should be coiled in opposite directions.
Parallelism (Figure 11, page 49) refers to the relationship of the ground ends, and is
determined by placing a spring on a fíat plata and measuring the maximum difference in free
length around the spring circumference ep.
Spring Rate
Spring rate (R) for helical compression springs is defined as the change in load per unit
deflection and is pressed as shown:
P Gd4
R= (Eq.2)
f 8D'N,
This equation is v lid when the pitch angle is less than 150 or deflection per turn is less than
D14. For large def 3 ctions per turn, a deflection correction factor should be employed.
The load deflectio 1 curve for helical compression springs is essentially a straight line up to
the elastic limit , p ovided that the amount of active material is constant . The initial spring rate
and the rate as th spring approaches solid often deviate from the average calculated rate.
When it is necess ry to specify a rate , it should be specified between two test heights that
lie within 15 to 85 0 of the fui¡ deflection range ( Figure 14 , below).
11
0 15 85 100
Deflection % -^
Figure 14. Typ cal Load Deflection Curve for Helical Compression Springs.
When compressic n springs are used in parallel, the composite rate is the sum of the rates for
individual springs For compression springs in series , the rate is calculated from:
a
SMI Handbook of Spring Design, 53
1
R= (Eq.3)
1 1 1 1
R R2 R3 ... R.
This relationship is often used to calculate the rate for springs with variable diameters. The
technique involves dividing the spring into many small increments and calculating the rate for
each increment. The rate for the whole spring is computed from the rate of the increments
according to the equation aboye.
Stress
Wire in a helical compression spring is stressed in torsion. Torsional stress is expressed as:
S=BPDK
(Eq.4)
rrd'
Bending stresses are present but can be ignored except when the pitch angle is greater than
15° and deflection of each coil greater than D14. Under elastic conditions, torsional stress is
not uniform around the wire cross section dueto coil curvature and a direct shear load.
Maximum stress occurs at the inner surfaces of the spring and is computed using a stress
correction factor. The most widely used stress correction factor Kw1 is attributed to Wahl. It is
shown below and in Figure 15, below.
4C-1 0.615
(Eq.5)
Kw'-4C-4+ C
2.2
4C - 1 0.615
K-'= 4C-4 + C
2.0
For 2 % set point
or fatigue
K, =1+ 0.5
1.8
For springs with
set removed (Eq.6)
1.2
1.0
2 4 6 8 10 12
C = D/d
=1+0_5 (Eq.6)
C
In other circumsta ices, such as static loading at elevated temperatures, stress distribution
tends to become niform around the cross section and can best be estimated by using no
correction factor. se of different stress correction factors can lead to confusion. In published
data, it is essentia to know which stress correction factors were used. (The stress correction
factor used by a d signer must be the same as that used to develop the data.) Methods to
calculate stress fo different applications and the use of stress correction factors will be
discussed in the f Ilowing paragraphs on choice of operating stresses.
Loads
When deflection i known, loads are determined by multiplying deflection by the spring rate
(Equation 2). W he the stress is known or assumed, loads are determined from Equation
4. The procedure sed to determine loads of variable rate springs is complex. In Chis case,
the load deflectior curve is approximated by a series of short chords. The spring rate is
calculated for eac chord and multiplied by deflection to obtain the load. The load is then
added to that calc lated for the next chord. The process is repeated until load has been
calculated for the Jesired value of deflection (Figure 16,below).
f, f,
Deflection
PS = R,f,+R2(f2-f,)... Rs(f,-f4)
Loads should beIpecified at a test height. Because the load deflection curve is often not
linear at very low oads oral loads near solid, loads should be specified at test heights
between 15 and 5% of the full deflection range (Figure 14,page 53).
o
SMI Handbook of Spring Design, 55
Loads are classified as static, cyclic or dynamic. In static loading applications, the spring is
expected to operate between specified loads only a few times. Frequently, springs in static
applications remain loaded for long periods of time. In typical cyclic applications, springs are
required to cycle between specified loads from 10,000 to more than a billion cycles. During
dynamic loading, the rate of load application is high and causes a surge wave in the spring,
which will induce stresses that exceed the value calculated from Equation 4.
Critica) buckling conditions are shown in Figure 17, below, for axially loaded springs with
squared and ground ends. Curve A is for springs with one end on a fíat plata and the other
end free to tip (Figure 18, page 57). It indicates that buckling will occur when the spring
design is aboye and to the right of the curve. A tendency for buckling is considerably less for
springs compressed between parallel plates as shown in curve B. For applications requiring
springs with a high aspect ratio and large deflections, severa) springs can be used in series in
a tube or over a rod, with guides between the springs to prevent binding.
0.75
0.70
0.65
0.60
0.55
0.50
0.45
0.40 Unstable
0.35
0.30
0.25
0.20
0.15
0.10
0.05
2 3 4 5 6 7 8 9 10
o
56, SMI Handbook of Spring Design
A B
0.8
0.6
Stresses Are
Calculated
At Solid.
0.4
0.2
Allowable torsion stresses in springs with set removed (Tabla 25, below) are significantly
higher than for springs that have not had set removed. It is important to note that, because
yielding has occurred during presetting, the stress is relatively uniform around the cross
section and it is calculated using the Kw2 stress correction factor. Set removal is an added
springmaking operation that increases the manufacturing cost but greatly increases the
energy storage capacity of the spring. Set removal is common for critica) springs made from
premium materials . In some instances , springs have the set removed during an assembly
operation.
Table 25. Maximum Allowable Torsional Stresses for Helical Compression Springs in Sta tic
Applications. 6endrng or buckling stresses not included.
If the calculated stress using the Kw2 stress correction factor exceeds the percentage of
tensile strength indicated in Tabla 25, aboye, the spring cannot be made. In this case, it is
necessary to either lower the stress by altering spring design or selecting a higher strength
material.
Stress relaxation is define p as percent load loss according to the following relationship:
Typical stress relaxation d ta (Figure 20 , page 60 ) indicate that at high stresses, some
spring materials such as usic wire exhibit appreciable stress relaxation after only 100 hours
at temperaturas as low as 100 °C (212°F ). These data are only representativa of the
conditions indicated . Stress relaxation is affected by material , spring processing variables,
time, temperature and str ss.
a
SMI Handbook of Spring Design, 59
Music Wire, ASTM A228,1.57 mm (0.062") Stainless Steel 302 Wire, ASTM A313, 1.57 mm (062')
100 1000
40 140
900 30
20
800
a-
110
2 700
w
o,
p
Á`4 90
600
80 c
500
70
400 60
50
5 10 15 20 10 15 20
Relaxation , Load Loso (%) Relaxation, Load L.. (%)
Chrome-Silicon WIre, ASTM A401 , 1.57 lo 3.76 mm (0.062" to 0.148") Chrome-Vanadium Wre, ASTM A232, 1.57 lo 3.76 mm (0.062" lo 0.140")
1000
140
900 130
120
800 o4^ry^ F^
ñ
110
700 100
w
90
600
80
500
70
400 60
50
5 10 15 20 0 5 10 15
Relaxation, Load Loas (%) Relaxation , Load Loas (341
Canon Valva Spring Wire , ASTM A230, 1 .57 lo 3. 76 mm (0,06T lo 0.148") Inconel Alloy X 750 Wire, 1.93 mm (0.075")
1000
140
900 1 30
RF^
1 20
500
70
110
h
O ^ry ^
`
0- e
ó 60
400
100
m 50
90 o, 001 2
300
40
80
500 200 ygA 30
70
20
400 60 100
10
50
0 5 10 15 - 0 5 10 15 20 25 30
Relaxation, Load Loas (%) Relaxation , Load Loas (34)
Figure 20. Spring Relaxation Data for Various Materials. Springs were preset at.oom
temperature and testad 100 hours at the indicated temperatures. The initial stress is Km corrected.
c
60, SMI Handbook of Spring Design
When set is rem( ved at an elevated temperature, the process is callad "heat setting." It
significantly impr )ves the stress relaxation resistance of springs (Figure 3, page 21) at
moderate tempei 3tures and is frequently a more cost-effective method for achieving low
leveis of stress n laxation than specifying a more costly spring material.
Because maxim m stress is at the wire surface, any surface defects, such as pits or seams,
severely reduce l atigue life. Shot peening improves fatigue life and minimizes the harmful
effect of surface tefects, but it does not totally remove them.
Maximum allowal le design stresses for fatigue applications should be calculated using the
Kw1 correction fa( tor and are shown for common spring materials in Table 26, page 62.
These values are for a stress ratio of zero in en ambient environment with no surging. Note
that shot peening increases the fatigue strength by as much as 20% at lives of 10 million
cycles.
Values in Table 2 6 are guidelines for designers and should only be used in the absence of
specific data. Mo: >t springs designed to recommended stress levels will exceed the indicated
¡¡ves; however, in the absence of detailed information on material, manufacturing method and
operating conditic )ns, it is not possible to quantify the reliability level.
Estimate the fatic ue life of a not-shot-peened helical compression spring loaded sinusoidally
ata rate of one c tcle per second. The spring is flooded with oil and operates at a maximum
temperature of 4 q C (104°F). The material is ASTM A228 wire, and ends are squared and
ground. The des ¡ n is given here:
d = 1.00 mm (0.019")
C=8
L,= 17.5mm(0.89")
L2 = 10 mm (0.39 „)
L5=8mm(0.315')
N,=8
z
SMI Handbook of Spring Design, 61
4
R=8D N =3.2N/mm
a
P3 = (20.5 - 8) x 3.2 = 40 N
S8aDKwi
S, = 232 MPa
SZ = 810 MPa
S3 = 965 MPa
Tensile strength of the wire is 2180 MPa. The stress at solid is 44% of the tensile strength.
Referring lo Table 25 , page 58 , the maximum stress allowable before set removal for
ASTM A228 is 45% of tensile strength . Therefore , the spring can be made and does not
require set removal.
Table 26. Maximum Allowable Torsional Stresses for Round Wire Helical Compression
Springs in Cyclic Applications.
1. Plot en S-N curve on a modified Goodman diagram ( Figure 21 , page 63) using the data
from Tabla 22 for not-shot- peened springs and a tensile strength of 2180 MPa.
4. Estimate the life by drawing a line through AB. At the intersection of this line with the
vertical axis , point C , draw a horizontal line lo intersect a S-N curve. The point of
intersection , D, is the estimated life of 2,500,000 cycles.
1800 -
F 240
1600 -
A
1400- -200
1200 -
-160
1000-
B
800- 1120
D
600-
- 80
400 -
1-40
200 -
V
10' 2 4 6 8110° 2 4 6 8 106 2 4 6 810' 2 4 6 8106
Stress Cycles
Velocity of the surg wave Vs varias with material and spring design, but is usually in the
range of 50 to 500 /sec. The surge wave limits the rate at which a spring can absorb or
release energy by li iting impact velocity V. Impact velocity is the spring velocity parallel to
the spring axis and i a function of stress and material constants shown as:
This is a surprising sult because impact velocity and stress are independent of the spring
configuration. For st els, impact velocity reduces to:
When the ratio of the weight to be accelerated to the weight of the spring is less than 1, surge
wave theory accurately predicts design performance ( Figure 22, page 65 ). At high weight
ratios and lower velocities , en energy balance is used to predict velocity of a weight projected
from the spring end or deflection of the spring when impacted by a mass . Velocity and
deflection are related as:
W/g is the mass that is being accelerated or decelerated and V is the axial velocity of the
spring.
These equations assume that the spring is massless and should only be used when the
spring mass is less then 1/4 of the mass to be accelerated.
When the ratio of spring load to weight is less than four , the energy required to accelerate the
spring itself becomes appreciable . By assuming that al¡ mass of the spring is concentrated at
the moving end , Equations 10 and 11 can be corrected by substituting (W + Ws / 3) for W
where Wa is the spring weight.
The natural frequency of a compression spring is inversely proportional to the time required
for a surge wave to traverse the spring. For a compression spring without damping and with
both ends fixed:
1.2x103d Gg 3.5x105d
n = D2N P , for steel n = DZN metric (Eq.13)
a a
c
64, SMI Handbook of Spring Design
4000
n 9D2Na Pg; for teel n = 1N DZd English
e
n is in hertz.
If a spring cannot be des gned so the natural frequency is more than 13 times operating
frequency, or if the sprin is to serve as a vibration damping device , it must utilize one of
severa ) methods of ener y absorption . Generally , these are friction devices in which the
spring rubs against anot er element,such as en interna ) damper coi), arbor , housing or
another portion of the sp ing . Variable pitch springs and springs in combination are also
occasionally used to avo d or minimize resonant frequency effects.
1.4
For mass ratios of:
Over 4 - use case (1)
1 - 4 - use case (2)
1.2 Under 1 - use case (3)
Surge Wa ve
Theory (3)
V = Velocity
0.4
V = Maximum Velocity
0.2
0 1 2 3 4 5
Mass Ratio P/Ws
For a vibration isolation $ystem, the essential characteristic is that the natural frequency of
the spring-mass system be as far as possible from the disturbing frequency . Filtering of
disturbing forces may be I calculated as:
where nd is the frequency of the disturbing force and n the natural frequency of the spring-
mass system ( Figure 23 , page 66).
o
SMI Handbook of Spring Design, 65
220
200
180 0
m
160
140
120
100
x 100 = % of Force
80 i) 1 Transmitted
n
60
40
20
If nd/n is less than one, the denominator in Equationl4 should be changed to 1 - (nd/n)2.
Note that the frequency n in this equation is the frequency of the spring-mass system and not
the natural spring frequency. In fact, the most commonly used equation neglects the spring
weight and is only deflection dependent. The general equation is:
Special Springs
Previously in this section, design considerations for round wire helical compression springs of
uniform diameter were discussed. These design techniques are modified below and applied
to many special spring configurations. Special springs are chosen to fulfill a unique set of
design criteria. Springs from rectangular wire and stranded wire as well as variable diameter
springs with conical, hourglass and barre) shapes, are discussed in the upcoming subsections.
below. Helpful guidelines for nested springs are also reviewed.
Rectangular Wire
In applications where space is limited, and particularly where solid height is restricted, springs
designed from rectangular or keystoned wire are often selected. These springs are commonly
referred to as "die springs."
Keystone Rectangular
b
Before Spring
Coiling Axis
1
b,
After t,
Coiling 1
t,=t(CC.5)
The rate for a compressi spring made from rectangular wire is expressed as follows:
R=P/f=Ñ D3 Kz (Eq.16)
a
Since the wire is loaded i torsion, the rate is the same whether the wire is wound on fiat or
on edge (Figure 25, page 68 ). Values for the constant K2 are shown in Figure 26, page
68. Stress is expressed a
PD PD
(Eq.17)
S K bt2 KE or K1bt
a
SMI Handbook of Spring Design, 67
t Spring
A x is
'
T b
D/2 -^ Spring Wound
On Flat
C_ D
1
t D/2 - ^ I Spring Wound C_ 7
1 On Ed g e b
11
10
9
8
7
6
K,,
5
4
0
0.10 0.20 0.30 0.40 0.50 0.60 0.70
K, and K,
Values for K1 and K2 are shown in Figure 26, aboye, while values for the stress correction
factor for springs wound on the flat (KF) and springs wound on edge (KE) are shown in
Figures 27 and 28, page 69. When rectangular wire is produced by rolling round wire or if
the cross section of the wire deviates significantly from a rectangle, additional correction
factors are required. Whenever a round wire cannot be used because the solid height
exceeds specifications, it is possible to try a rectangular wire coiled on edge where:
2d
t= (Eq.18)
1+b/t
and d is equal to the wire diameter for the equivalent round wire spring. A typical value for a
width to thickness ratio of two may be assumed in the initial design calculations.
C = 3--
C = 4-I
0
o
o 1.2 C=6-^
t
o
o
8--1
C=10
1.1
Ratio b/t
1.5
1.4
1.3
C=3
1.2
C=4
1.1 C=6
C=8
C=1
R= KnGd4
(Eq.19)
8D3Na
where K = correction factor and n = number of strands. For a three-strand spring, K = 1.05.
An approximation for torsional stress in each wire of the strand is given by Equation 4, which
is shown again below:
S= nd3 wi (Eq.4)
Maximum allowable stress after set removal should not exceed 55 to 60% of the material
tensile strength. Wire diameter (da) for a single strand in a stranded wire spring is less than
the wire diameter for a monolithic spring with the same mean diameter and rate.
Stress in the stranded-wire spring is also less than the stress in an equivalent monolithic
spring.
To calculate the highe t stress at a given load , the mean diameter of the largest active coil at
load is used . Solid hei ht of a uniformly tapered , but not telescoping , spring with squared and
ground ends made fro round wire can be estimated from:
L, = N, d2 - u2 + 21d (Eq.20)
where u = the O.D. larle end minus the O.D. small end divided by 2Na.
Designing a variable ameter spring so that adjacent coils rub against one another during
deflection increases r sistance to resonance phenomena but may also shorten spring life due
to wear.
1. To prevent internesting, the springs should be wound alternately left and right-hand.
3. The most efficient distribution of load between individual springs varias with their indexes
and the clearances between them. For a first approximation in designing a nest with two
springs, one-third of the load should be on the inner spring and two-thirds on the outer spring.
4. Solid heights and free heights should be about the same for al¡ springs.
Commercial Tolerances
Standard commercial tolerances for free length, diameter and load are presented in Section
F: Tolerancing Guidelines. Tolerance on squareness is 3°. These tolerances represent a
good trade-off between manufacturing costs and performance in most applications. Certain
premium spring materials and processing methods can be used to achieve tighter tolerances.
Packaging
Normally, compr ssion springs and other custom parts are packaged in bulk. Compression
springs with high pitch angles and large indexes are subject to tangling. Tangling not only
makes it difficult separate springs upon arrival but can also cause distortion. Special
packaging syste s where springs are packaged in rows (Figure 32, below) is one method
to prevent tangli g. Another method is to place springs on adhesive-coated corrugated
panels. There are many other packaging methods used to prevent tangling and reduce
shipment bulk.
How to Specify
There are many ays to specify compression springs. Because the number of variables is
large, it is useful for the designer to use the specification checklist on page 76 to be
sure that al¡ critii al aspects are specified.
Substituta this wire size in the load deflection equation (Equation 2, paga 53) and solve
for Na. Repeat this process until a satisfactory solution is obtained.
2.55P2D
d=31
S2
2. Assume tensile strength of ASTM A229 is 1500 MPa and S2 = 700 MPa
uncorrected:
D 33.8
C=-=-=8.0
d 4.2
N. _Gd4
8D'R
(7.93 x 104)(4.2)"
N" 8(33.8)3(22.5) = 3.55
1. Compare to f2.
4. Ls=5.55x4.2=23.3
a
74, SMI Handbook of Spring Design
Lr=P'+L = 275 + 60 = 72.2 mm
R 22.5
f2=72.2- 0=22.2mm
L2-L,=5 -23.3=26.7mm
f,=72.2- .3=48.9 mm
KW' 4C 4+'CS=1.18
P,=f.xR:48.9x22. 5=1100N
= 15101 IPa
5. Tensile stre gth of 4.2 mm diameter wire = 1400 MPa. Before set is removed,
maximum al owable torsional stress is 50% of TS or 700 MPa (Table 25 , page 58).
S,= 1510 is reater than 700 MPa, and the spring will set.
C. Because (L2 - L3):26.7 > 0.15 fs = 7. 3, there is more space available . Try a larger
preferred wire siz (Table 13, page 26) of 4.8 mm.
L2-L,=50- 0.3=9.7mm
fs=72.2-40.3= 31.9 mm
PS = (31.9)(22. ) = 718 mm
a
SMI Handbook of Spring Design, 75
(2.55)(718)(33.2)(1.22) =
- 671 MPa
(4.8)3
Again referring to Tabla 25 , page 58, it is clear that the spring can be made without
presetting . The final design becomes:
Helical extension springs are stressed in torsion in the body. Design procedures for the body
are similar to tho se discussed previously for compression springs with the following major
exceptions. Most helical extension springs are coiled with initial tension, equal to the
minimum force r quired to separata adjacent coils. Helical extension springs do not normally
have set remove J. Furthermore, unlike compression springs, extension springs do not have a
solid stop to prev ent overloading. For these reasons, design stress levels are generally lower
for extension tha i for compression springs. A special type of extension spring, known as a
drawbar spring igure 33, below), has a solid stop. It is essentially a compression spring
with special hoo s.
C j
The pulling force exerted by an extension spring body is transmitted to mating parts through
hooks or loops. ^ /han stresses in the hooks are higher than in the spring body, the hooks
limit spring perfo mance.
o
SMI Handbook of Spring Design, 77
Initial Tension
Initial tension in an extension spring is measured according to the procedure illustrated in
Figure 34, below. The linear portion of the load deflection curve is extrapolated to zero
deflection. The point of intersection on the ordinate is initial tension P1. The amount of initial
tension that can be put finto a spring depends upon its índex, material, method of manufacture
and postcoiling stress relief treatment. Occasionally, in critica) applications when stress is
high, a high stress-relief temperature is required to minimize unfavorable residual stresses
due to coiling or forming the hooks. High temperature stress relief reduces the amount of
initial tension. Typical values of initial tension are shown in Figure 35, page 79. High
strength materials, such as small diameter music wire, are able to support higher levels of
initial tension than low strength materials such as larga diameter hard-drawn wire.
r
Load (P)
P,
Deflection (f)
Figure 34. Load Deflection Curve for a Helical Extension Spring with Initial
Tension.
a
78, SMI Handbook of Spring Design
300
275 Difficult 40
To Attain
250
35
225 I
Available 30 CaL
m 200
Upon ^ó
o ,-
Special Ú
co 175 Request d C
o_
25
O C O N
C C
¡ 150 DE-
20 ti Y
a c 125 d C
m Um
15
C M 100 .2 N
N
H Ú 75 F 0
10
Difficult
50 To Control
5
25
4 6 8 10 12 14 16
Index 0
Types of En ds
Extension springrequire
: a method of attachment to other parts in an assembly. A wide
variety of ends h ve been developed and used successfully for many years - for example,
threaded inserts, wivel hooks, twist loops, side loops, cross-center loops and extended
hooks. Loops are attachment ends that have small gaps (Figure 38, page 81), while hooks
are loops with a 1 rge gap. In fact, the variety of ends is almost unlimited. The most common
configurations ar those that can be formed during the springmaking operation . Typical types
include twist, cross center, side loops and extended hooks (Figure 36, page 80). Many of
these configurati ns are made by bending the last coils of an extension spring to forro loops.
Most special hoo s are formed from straight sections of wire on the so-called "tangent ends"
of an extension spring body.
Examples of common loops are presented in Figure 36, aboye. Although other configurations
and lengths are available, common loops of preferred lengths are generally the most
economical. If possible, a spring should be designed with one or both loops at the preferred
length. For example, if a design requires a total loop length equal to five times the I.D., a
popular choice is one twist loop with a length aquel to the I.D. and one extended loop with
length equal to four times the I.D. Whenever possible for extended loops, the designer should
allow for a straight section approximately three wire diameters long at the end of the wire (A,
Figure 36, aboye). Loops at each end can be made with a controlled angular relationship.
Specifying en angular relationship may add to the cost; therefore, whenever en application
permits, a random angular relationship should be allowed. Production of special end
configurations may involve tool charges and generally results in increased costs.
Stresses in loops are often higher than in the spring body. This limits spring performance,
particularly in cyclic applications. Generous bend radii in loops and reduced end coil diameters
are two methods frequently employed to reduce stresses. In a fui¡ twist loop, stress reaches a
maximum at point A in bending and a maximum in torsion at point B (Figure 37, paga 81).
Stress at these locations is complex, but can be estimated with reasonable accuracy by:
Sa = 16DP
nd3
K, t 4cdP2 bending (Eq.21)
z
where K, = 4C -C, -1 and C, = 2R'
4C1(C1-1) d
Sg=
zd P(4C---
'C 2
1 and C2 = 2á2 torsion
4)
(Eq.22)
a
80, SMI Handbook of Spring Design
P
Torsion Stress
at B
Free length of a extension spring is the distance between the inner surfaces of the ends
(Figure 38, belo ). It is equal to the spring body length plus ends , where spring body
length is given b Lbody = d(N + 1) The gap , which is sometimes referred to as "hook or loop
opening," can b varied by the springmaker . Certain manufacturing processes require a
minimum gap. T e number of active coils in a spring is approximately equal to the number of
coils in its body. For springs with threaded inserts or swivel hooks, the number of active coils
is less than the otal coils in the body. Hooks and loops add to the number of active coils.
Allowances of 0 1 Na are occasionally made for one-half twist loops. Allowances as larga as
0.5 Na can be ade for some cross-center, fui¡-twist and extended loops.
Free Length
Length of
ap 1 Bod y
Design Equations
Design equati ns for extension spring are similar to compression springs. The rate is given
by:
R_P - P, Gd
(Eq.23)
f D'Na
5.6 102d Gg
n= D2Na p metric (Eq.25)
= 1.76 105
for steel n d metric
NaD2
n= d
18DZN
a Pg English
7000d
for steel n = d English
N aD
Table 27. Maximum Allowable Stresses (Kw, Corrected) for Helical Extension
Springs in Sta tic Applications.
a
82, SMI Handbook of Spring Design
Percent of Tenslle Strength
In Torsion In Bending
Number o Cycles Body End End
10 36 34 51
10 33 30 47
10 30 28 45
This infomration is bas on the following conditions : not shot peened, no surging and ambient environment with a low
tempemture hect treatm nt applied. Stress ratio = 0.
Table 28. Maxin um Allowable Stresses for ASTM A228 and Type 302
Stainless Steel elical Extension Springs in Cyclic Applications.
Clearances
Extension springs, when deflected, do not require central arbors or holes lo prevent buckling.
When a spring is d rnamically loaded or unloaded suddenly (as a cam drop-off), it may vibrate
laterally, inducing dditional stresses. If clearance is not allowed, this lateral vibration may be
noisy and result in Dremature failure from abrasion of the spring or adjacent parts.
Tolerances
Since requesting c ose tolerances can increase manufacturing costs, only characteristics
critica) lo spring p rformance should have tolerances specified. Commercial free length,
angular relationshi of ends and load tolerances are presented in Section F: Tolerancing
Guidelines. O.D. t lerances for extension springs are the same as for compression springs.
These tables shou d be used only as a guide, since some manufacturing operations have
different process apabilities that can cause variations in tolerance values.
let d = 0.9 mm
C=D/d55_4_
0.9
2 . 55P2 D
S 2 = d3K
5. Calculate rate R:
R= P2 - P, _ 13 P -
17.5 3.13N/ mm
L2-L, 9-25
7. Calculate free len 9 th Lf and deflections ff and f2 ; assume fui¡ twist loops:
f2 =L2-Lf=29.00-21.78=7.22mm
8. Calculate initial tension Pi and uncorrected stress due to initial tension Si:
si = 2.55P1D - (2.55)(7.42)(
5.4) =140 MPa
1 d3 (0.90)3
Referring to Figure 35 , page79 , it can be sean that this is in the preferred range for initial
stress for en índex of six.
Bending Stress:
SA =16PD 4P
Zd3 K1+ 4C'2-C-1
z'K1=4C1(C1-1)'letC1=C
4(6)2 -6-1
K' = 4(6)(6-1) =1.142
SB 8PD(4C2-1) C_2R2
2zd' 4Cz 4 2 d
Refer to the load tolerance calculations for helical extension springs (Equations 46-48,
paga 100-101 ). Tolerance on load for is P1 ± 11 %, which is less than
the required ± 15%, and P2 is ± 8%, which is less than the required ± 12%.
a
86, SMI Handbook of Spring Design
Torsion Springs
Introduction
Helical springs us to apply a torque or store rotational energy are commonly referred to as
"torsion springs." he two most common types are single and double - bodied springs (Figure
40, page 90). Tors on springs are found in clothespins , window shades , counterbalance
mechanisms, ratc ets and various types of machine components. They are also used as
couplings between concentric shafts , such as in a motor and pump assembly. Torsion springs
are generally mou ted around a shaft or arbor , and must be supported at three or more
points. Various kin s of ends are available to facilitate mounting.
Torsion springs ar stressed in bending . Rectangular wire is more efficient in bending than
round wire, but du to the premium cost of rectangular wire, round wire is preferred. If
possible , a torsion spring should always be loaded in a direction that causes its body
diameter to decre se. The residual forming stresses are favorable in this direction, but
unfavorable when he spring is loaded in a direction that increases body diameter. Unless
there are unfavo le residual stresses in the end bends , springmakers normally heat-treat
these springs at a low temperáture to stabilize the end positions rather than to fully stress
relieve them. If th direction of loading tends to increase body diameter , the springmaker
should be advisedito stress relieve the springs.
Number of Turns
The number of ac ive turns in a helical torsion spring is equal to the number of body turns,
plus a contributio from the ends. For straight torsion ends , this contribution is equal to one-
third of the mome t arms and is usually expressed as an equivalent number of turns:
(Eq.26)
Mean Diameter
Mean diameter is equal to I.D. plus O . D. divided by two. When the direction of loading tends
to reduce the bo y diameter , the mean diameter changes with deflection according to:
(Eq.28)
L=d(Nb+1+B) (Eq.29)
For applications that require minimum hysteresis, springs should be designed with space
between adjacent coils to reduce frictional losses.
Spring Rate
Spring rate for helical round wire torsion springs is given by:
M Ed4
R=-= (Eq.30)
B 10.8DNa
The 10.8 factor is greater than the theoretical factor of 10.2 to allow for friction between
adjacent spring coils, and between the spring body and the arbor. This factor is based on
experience and has been found to be satisfactory. Loads for torsion springs should be
specified at a fixed angular position and not at a fixed deflection from the free position (Figure
39, below). Presently, there is no standard way to test loada for torsion springs.
Specify:
a° -Position
p -Load at a
0° -Final Position
a
88, SMI Handbook of Spring Design
Stress
Stress in torsion s rings is due to bending , and for round wire is given by:
S= 3M
;2 K B (Eq.31)
During elastic defl ction of a curved beam, the neutral axis shifts toward the center of
curvature , causing higher stress at the inner surface than the outer . Wahl has calculated the
stress correction f ctor at the I . D. of a round wire torsion spring as:
_ 4C2-C 1
(E q. 32)
K 61D 4C(C-1
4C-1
(Eq.33)
K BtU 4C-4
4C+1
KBou= (Eq.34)
4C+4
At low indexes , st ss is significantly higher on the inner surface than the outer . These factors
are useful to deter ine the stress range for cyclic applications and the set point for fully
stress-relieved sp ings in static applications . A stress correction factor of one is
recommended to d etermine the set point of springs that have favorable residual stresses
induced by yieldin during forming . Yielding results in a more uniform stress distribution over
the round cross s ction . Therefore , the actual stress correction factor approaches the
recommended vale of one.
End Configurations
Some of the more ^common end configurations available are shown in Figure 40, page 89.
Special configura ons are available on request. In designing ends , it is important to recall that
bends , loaded to lecrease their radius of curvature , have favorable residual stresses. They
can operate at hi her applied stress Ievels than bends that increase the radius by loading.
Frequently, sprin performance is limited because the sharply bent ends have greater stress
than the body. Eq cation 34 is generally employed to determine maximum bending stress in
the ends . Torsion springs are subject to surging and resonante phenomena . The natural
frequency n for a orsion spring with one end fixed is determined using Equation 35 on the
next page.
a
SMI Handbook of Spring Design, 89
Short Hook Ends
Special Ends 9
Hinge Ends
Straight Offset
Double Torsion
9
Straight Torsion
1.26x103d Eg 2x105d
n = 7VD2N
N. ; for steel = metric (Eq.35)
P N DZN .
d
; for steel = D Nd English
n = 8 2N F-109- a
and with both ends fixed:
2.5x10' Eg 4x105d
n = jtDZN d ; for steel = DZN metric (Eq.36)
p a
d
n = 4 2N Eg; for steel English
P N. = 1D2N d
To avoid or minimize resonance phenomena, the natural frequency must be much greater
than the operating frequency and/or the spring should contain initial tension.
0
90, SMI Handbook of Spring Design
Percent of Tensile Strength
With Favorable
Stress-Relieved (1) (KB Residual Stress (2) (No
Mate al Corrected) Correctlon Factor)
Patented and Cold Dr wn 80 100
Hardened and Tempe ed Carbon and
85 100
Low Alloy Steels
Austenitic Stainless St els and
60 80
Nonferrous Alloys
(1) Also for springs without residual stresses.
(2) Springs that have not b un stress-relieved and that have bodies and ends loaded in a direction that decreases the
radios of curvature.
Table 30. Maximum Recommenc ed Bending Stresses (Ka Corrected) for Helical Torsion
Springs in Cyclic Applications.
a
SMI Handbook of Spring Design, 91
"-m
Yes
Rectangular Wire
Rectangular- wire torsion springs have higher energy storage capacities than similar round-
wire springs. The general comments on round-wire torsion springs apply to springs with
rectangular wire. In producing springs from rectangular wire, the wire cross-section distorts
and becomes "keystoned" (Figure 42, page 93). The wire axial dimension bi can be
estimated from:
(C+0.5
=b (Eq.37)
C )
When axial length is critica¡, keystone-shaped wire can be purchased. This wire will have a
near rectangular shape after coiling. The cate equation is:
S =MKB (Eq.39)
These equations are for springs wound either on edge or on flat (Figure 42, page 93).
Stress correction factor KB is slightly lower than for round wire and can approximated by:
4C
(Eq.40)
KBID-4C-3
_ 4C
(Eq.41)
KBOD 4C+3
Sharp corners on rectangular wire cause stress concentrations and should be avoided, while
generous comer radii of rolled wire reduce the wire cross sections sufficiently to lower the
rate.
c
92, SMI Handbook of Spring Design
Wound Cpn Edge Wound On Flat
i 1
b,
1 1
Spring
Axis
Figure 42. Key^toned Cross Sections of Springs
Wound From R ctangular Wire on Edge and Flat
Tolerances
Coil diameter and nd position tolerances for helical torsion springs are presented in Section
F: Tolerancing Guid lines. These tolerances should serve as guidelines, applied only to those
dimensions critica) o spring function. Closer tolerances are available upon request.
How to Specify
The accompanyin!check)ist is suggested as a guide to designers and a vehicle for improved
communications b tween designer and springmaker.
Design Example
Design a cabinet d or hinge torsion spring to hold the door closed by exerting a torque M =
55 N-mm (0.49 lb-i .) at a = 900 (Figure 39, paga 88) between ends, each with a moment
arm of 19 mm (0.7 8") and tangent to the body. When the door is fully opened, the spring
deflects through a ditional overtravel (A9) of 120° or 1/3 revolution. Maximum spring length
is 13 mm (0.512") nd the spring operates over a 6.0 mm (0.236") diameter arbor Da.
Required life is 5,0 0 cycles. Use oil-tempered spring steel wire ASTM A229.
0 = AB =1 / revolution
02 = 0, +B 2 / 3 revolution
a
SMI Handbook of Spring Design, 93
2. Calculate spring rete R
R = M = 55 =165 N • mm / revolution
6 1/3
M2 =M1+R(A9)=55+165(1/3)=110 N•mm
4. Assuming the clearance between the arbor and spring inner surface to be 25% of arbor
diameter, calculate mean diameter:
D = 1.25xDa+d=1.25x6.0+0.9=8.4mm diameter
6. Adjust Nb so that partial coil agrees with the desired position of ends when spring is
unloaded . Because 900 + 120° is greater than 180°, the desired partial coil is:
540-(90+360 x 1 / 3) = 0.9
360
D = (20.7 x 104 )(
0.9)4 = 81 mm
10.8(8.9 + 0.5)(165)
L = 9.5 mm
n
94, SMI Handbook of Spring Design
9. Calculate clea rance A:
_ DN b (8.9)(8.1)
A d-D e = -0 . 9-6 . 0
N bn 2 (8.9+0.66)
A= 0.641 mi n
S2 = 1400 100
75% TS < 100% (Tabla 29, paga 91)
1870
Introduction
Determination of a pecific tolerance is highly dependent on the specific spring design,
material used, equi ment used to manufacture the spring, and heat treating methods used in
spring processing. he tolerances presented are "normally achievable." However, the spring
manufactures shoul be consulted before finalizing. In severa¡ areas, different grade levels
are available. One hould be aware that selection of the highest grade (most stringent) could
have significant cos implications.
Today, use of statisl :¡cal controls allows both the spring manufacturer and the customer a high
leve¡ of confidence 1 hat the spring "properly toleranced" will meet or exceed the performance
requirements. Once again ¡t is important to have both the designar and the manufacturer
work closely togethc :r to establish the "process capability," which w¡II determine the quality
leve¡ obtainable.
WARNING
Actual quality levels (Cpk) on many toleranced dimensions can only be determined through
process capability s udies.
Note: It is possiblf to obtain tighter tolerancing with the intervention of special equipment.
These spec al processes frequently add significant cost. Do not use standard block
tolerances.
There are two factors to calculate before computing the load tolerance . The first factor, (Af),
is based on wire (d ) and mean diameter ( D). Since the specification was formulated to work
with metric input, you must first convert English data to metric.
d=d*25.4
D=D*25.4
Also, the math operators are written to accommodate programming. The foliowing symbols
are representad in the formula.
* = multiplication
/ = division
A = exponentiation (raised to the power of the number to its immediate right)
C(index) = D/d
Af=65.92*(dA3.31DA1.6) (Eq.42)
The tolerance formula is then calculated as shown below. (If English, convert the load in
pounds, to Newtons with p = p * 4.44822)
Tol=±Af*Kf+(1.5*p)/100 (Eq.44)
Design parameters:
d = .125"
D = 1.100"
Na = 5.274
p = 50 lbs
R = 50 lbs/in
a
98, SMI Handbook of Spring Design
H0.125
2. Calculate Af:
Af = 12.95864
3. Calculate Kf:
Kf=1/(3*5.27 A2)+8/(5*5.274)+.803
Kf = 1.11836
Precision = 1.0
Commercial = 1.6
When using the Grade factor (Q), multiply the Grade factor by the calculated tolerance. From
our example:
Therefore:
The Af factor for calculating extension spring load tolerances is identical to that of the
compression formula.
Af=65.92*(dA3.3/DA1.6) (Eq.46)
Kf = 5.61 / Na + .7 (Eq.47)
Design parameters:
d = .125"
D = 1.300"
Na = 22.792
p = 20 lbs
R = 7.009 lbs/in
2. Calculate Af:
Af = 11.13894
3. Calculate Kf:
Kf = 5.61 /22.792+.7
Kf=.94614
o
SMI Handbook of Spring Design, 101
Quality Grades for Extension Spring Load Tolerances
The quality grades for torsion springs are the same as for both compression and extension springs.
When using the grade factor (Q), multiply the grade factor by the calculated tolerance. From
our example:
Therefore:
Note: When two loads are toleranced, free length should not have a tolerance and should be
marked reference.
FLTol=±(Af*Kf*Q)/R (Eq.49)
-0.125
1 1.300
5.00
a
102, SMI Handbook of Spring Design
Permissible variations in mm
Precision Commercial
Free Length
perindex perindex
4 to 8 Above 8 to 20 4 to 8 Above 8 to 20
Up to 10 ± 0,4 ± 0,5 ± 0,6 ± 0,7
aboye 10 to 16 ± 0,5 ± 0,6 ± 0,8 ± 1,0
aboye 16 to 25 ±0,6 ±0,7 ± 1,0 ± 1,3
aboye 25 to 40 ±0,8 ±0,9 ± 1,3 ± 1,6
aboye 40 to 63 ± 1,1 ± 1,3 ± 1,8 ±2,2
aboye 63 to 100 ±1,5 ± 1,8 ±2,4 ±3,0
aboye 100 to 160 ± 2,0 ± 2,4 ± 3,0 ± 4,0
aboye 160 to 250 ± 2,5 ± 3,0 ± 4,0 ± 5,0
aboye 250 to 400 ± 3,0 ± 4,0 ± 5,0 ± 6,5
aboye 400 ± 1 .5% of FL ±1.5% of FL ±2% of FL ±2% of FL
-I H 0.087
mmr
U-LLII 3
H-0.663
Design parameters:
d = .087"
Na= 6.62
d=-.087 *25.4=2.21 mm
2. Calculate index:
C=42.42/2.21=19.195
Tol = ± 109.881 Nmm (in. lbs. = 109.881 / 112. 985 = ± .972 in. lbs.)
o
104, SMI Handbook of Spring Design
Quality Grades for Torsion S ring Load Tolerances
The quality grades `or torsion springs are the same as those for compression
and extension sprin gs.
When using the gra de factor (Q), multiply the grade factor by the calculated tolerance. From
our example:
Therefore:
English
Diameter Precision Commercial
perindex perindex
a
106, SMI Handbook of Spring Design
Tolerances for Hot Coiled ISprings
Tolerances that are pplied to hot-coiled springs are given in Tablas 35 through 39, as
published by the A erican Society for Testing and Materials . Table 35, below, covers
tolerances for outsid diameters for manufacturing only. They do not allow for the expansion
of active coils that o curs when the spring is compressed in application.
Because of manufa turing variations, the actual solid height of a hot-coiled compression
spring varias from th¡e calculated value. Usual practice is to apply the tolerantes shown in
Tabla 36, on paga 1 98, to the specified solid height. In checking solid height, the applied load
should not exceed 1 5 0 percent of the calculated solid load.
Tabla 37, on paga 1 9, presents tolerances for maximum permanent set, free height and
loaded height. Thes characteristics should be checked in this order because of the anelastic
recovery experience on preset springs. Making the permanent set check first takes care of
any anelastic recov ry dueto vibration and shock in shipping and handling. The permanent
set is usually taken s the difference between the initial test height with load P and the test
height with load P a er cycling to solid three times. A height tolerance can be converted to a
load tolerance if loa is lo be checked at a fixed height.
Tabla 38, on paga 1 0, gives out-of-squareness tolerances for springs with ground ends
having slenderness atios between 1 and 5. Tolerances for permissible out-of-squareness in
springs with ungrou d ends are given in Table 39, on paga 110.
Table 35. Permissible Variatior s In Outside Díameter of Spring, ± in (mm) (Did = 8 or less).
Over 14 to 15 (356 to 381), inc 1 23/32 (18.25) 1/2 (12.70) 9/64 (3.57)
Over 15 to 16 (381 to 406), inc 1 13116 (20.64) 17/32 (13.49) 9/64 (3.57)
Over 16 to 17 (406 to 431), inc 1 13/16 (20.64) 9/16 (14 .28) 5/32 (3.97)
Over 17 to 18 (431 to 457), in 1 29/32 (23.01 ) 19/32 (15.08) 5/32 (3.97)
Over 18 to 19 (457 to 483), in 1 29/32 (23 01) 518(15.87) 11/64 (4.37)
Over 19 to 20 (483 to 508), in 1 1 (25.40) 21/32 (16.67) 11164 (4.37)
Over 25 to 26 (635 to 661), inal 1 9/32 (32.54 ) 27/32 (21.43) 7/32 (5.56)
Over 26 to 27 (661 to 685 ), inal 1 9/32 (32.54) 7/8 (22 .22) 15/64 (5.96)
Over 27 to 28 (685 to 711), in 1 1 3/8 (34.93) 29/32 (23.01) 15/64 (5.96)
Table 37. Permissible D viations, Springs With Ground Ends (From ASTMA-125).
Table 38. Permissible Squareness Deviation , Springs With Ground Ends (From ASTMA-125).
Free Length for the " Open Gro und" should be p*Na not p*Nt
62 The referente to Table 22 sho d have been Table 26 under item #l.
85 There was a missing equal si between D/d and 5.4/0.9 under item #3.
89 "End Configurations" sectio referred to Figure 40 on page 89;,the figure is on page 90.
90 "Choice of Operating Stress Static" section referred to the "appropriate KB stress correction
factor (Eguation 36 or 37), sh uld be E uation 33 or 34).
93-95 The Design Example was calc ated incorrectly.
About the SMI andbook of Spring Design
Developed and publish ed by the Spring Manufacturers Institute under the guidance of its Technol-
ogy Committee, the SA dl Handbook of Spring Design is a guide for spring engineers and users in
designing and specifyii Ig the most widely applied types of springs. Design methods for each type are
described, and exampl s of calculations are given for most. Suggested specification forms are pre-
sented for the three mc st common spring types: compression, extension, and torsion.
Although the freedoms and limitations of spring design are thoroughly reviewed here, there will
always be questions oi specific applications which can only be answered by a spring manufacturer's
design specialist.
The Spring Manufacturi ?rs Institute published its first standards manual in 1949. After a number of
revisions and the publi ation of an SMI Design Handbook in 1970, the SMI Handbook of Spring
Design, which combine s the standards manual and the Design Handbook, was published in 1972.
Since that time, the SM I Handbook of Spring Design has been continuously updated and improved,
evolving into the curren 12002 edition. Metric units were added to this edition and some sections
were expanded and rec esigned to facilitate understanding and use by both novice and experienced
spring designers. Metrk conversions follow generally accepted practices, except for advisory data
for which the conversioi ^s are often approximate.
In addition to this handil ook, SMI has a comprehensive Encyclopedia of Spring Design plus software
available to assist in sp ing design. The software is intended to be used in conjunction with the ency-
clopedia to provide bas' o solutions to spring problems. Whether you use the software, handbook or
the encyclopedia, your: spring requirements are best served by an SMI member company. These
companies combine the theories used in these documents with the art of springmaking to provide
solutions to the most co mplex spring-related problems.
The Technology Commí .lee wishes to thank SMI member companies that have supplied much of the
technical information pre sented in this publication. Special appreciation is extended to both Associ-
ated Spring and MW Inc ustries for their contributions to this comprehensive document on spring
design. Their technical 1 uidance and expertise were critica) to the development and presentation of
this information.