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Inter IIT Tech Meet 12.0


Solinas: Design of a Telescopic Shaft
Team ID: 65

I. I NTRODUCTION reliably, to mount an agitator for solids mixing in a


In the field of machinery, the development of en- 0.4m diameter wastewater separation or storage tank
gineered parts plays a crucial role in improving ef- of 5 meter depth. The key requirements that were
ficiency. This report proposes a designed telescopic identified by the industrial surveys and engineering
shaft that aims to solve the challenges associated analyses are:
• 5 meter extension capacity
with blending materials or waste with liquids in
• 1 meter minimum retracted length
industrial environments. The main goal is to create
• Flexibility without compromising agitator
a shaft that can extend and retract allowing for the
mixing of substances like water or wastewater with torque capacity
• Minimal weight for manual portability
components. Engineers face a challenge when it
• Waterproof for long-term sludge immersion
comes to solid shafts, which lack flexibility and are
• Easy single-switch expand/retract mechanism
heavy. The design we propose is a mechanism that
• Incorporate spark-proofing features
can smoothly expand to the desired depth and retract
without affecting the component’s performance. Research shows that telescopic and articulat-
Precision engineering not only tackles challenges ing shafts have been applied in other contexts to
but also optimizes workflows contributing greatly address flexibility and compact size constraints.
to operational resilience and overall industrial effi- Therefore, the aim is to advance shaft technolo-
ciency. Our proposed solution adheres to the prin- gies to develop an innovative reliable solution tai-
ciples of precision engineering, by addressing the lored and optimized to address the context-specific
demands of blending processes while prioritizing needs of wastewater tanks. The designed expand-
reliability, effectiveness and ease of use. able/retractable shaft aims to empower effective,
The following discussion will explore the ap- lower-cost solids and sludge agitation in deep tanks
proach to designing, engineering and utilizing a across water treatment plants along with related
telescopic shaft, with waterproofing spark easy oper- sectors like chemical processing and mining.
ation features. This innovative tool has the potential III. L ITERATURE S TUDY
to bring transformations to operations.
The effective mixing of solids and homogeniza-
tion of slurry in deep tanks requires shaft-driven ag-
II. P ROBLEM S TATEMENT itator mechanisms capable of reliably reaching full
Many wastewater treatment and industrial oper- depths. However, the weight and lack of flexibility
ations utilize large tanks over 5 meters deep for posed by solid shafts creates handling, maintenance,
solids separation, sludge storage, and waste homog- and reliability issues [1]. Recent researches have
enization processes. Effective agitation and mixing come up with a hollow shaft with retractable mecha-
requires equipment capable of reaching full depths. nism as the solution. Studies have demonstrated that
However, long solid shafts needed to reach depths hollow shafts have reduced weight over solid shafts
have limitations around rigidity, weight, and human while retaining the structural integrity. Rao et al. [2]
handling. This poses challenges in maintenance and achieved over 50% weight reduction replacing an
capital costs. There is demand across industries for automotive steel drive shaft with a composite hol-
more compact, lightweight expandable agitator sys- low shaft alternative. For retractable designs, lower
tems suited to deep tank operations. The objective weight directly reduces extension/retraction torques
is to design and develop a telescopic shaft able to and energy, also enables easier acceleration and de-
extend from 1 meter to over 5 meters smoothly and celeration in repeating extend-retract cycles. Hence
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employing a lightweight hollow design for im- driven impeller intended for inline mixing and ag-
proved efficiency of retractable homogenizer shaft. itation of biomass simultaneously during pumping
Based on inertia and motion principles, lowering through the hollow shaft.
mass enables easier acceleration and deceleration
in repeating extend-retract cycles. Hollow shafts
also provide better thermal properties and ability to
route wiring. The hollow center facilitates auxiliary
functions without needing additional mechanisms.
Inline mixer-agitator configurations using hollow re-
tractable shafts can reduce process tank volumes up
to 30%, decreasing costs substantially. Lipstick-type
mechanisms provide smooth, linear motion for tele-
scoping components. The high stiffness resists loads
from heavy mixing attachments while remaining
compact. Flex-rated linear drives actuate the shaft
reliably even in abrasive environments found in
wastewater systems. Combining lipstick telescoping
mechanisms with hollow shaft inline mixers appears
promising for industrial waste applications based on
current literature.
Figure 2: Kumar & Ramanathan Inline shaft driven
impeller design

IV. M ETHODOLOGY

A. Approach

The problem statement comprises various chal-


lenges faced during the design of such a long shaft.
In the following points, we have described how each
of the challenges have been tackled through our
design.
• Objective 1: To design a shaft capable of
expanding up to 5m of length and retracting
to 1m without affecting other components
Our design consists of a 4-section telescopic
shaft that can extend up to 5 meters to perform
mixing operations. The mechanism allows the
shaft to smoothly extend and retract in a con-
trolled manner.
Figure 1: Lipstick-Mechanism – Extendable Shaft Sections The telescopic
shaft contains four separate sections that
Kumar & Ramanathan (2021) [3] presents a re- nest inside one another. Each section con-
cent design of an agitator for a portable biomass sists of three components:
digester, using computational fluid dynamics and ∗ Grooved Outer Shaft: This fixed outer
empirical correlations to size key parameters like shaft has helical grooves on the in-
impeller diameter, motor power, and shaft dimen- ner surface with a 250mm pitch. The
sions. Kumar & Ramanathan designed a shaft- grooves act as guides.
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Figure 3: Helical Grooved outer shaft

∗ Rotating Inner Driving Shaft: This


shaft rotates to provide lifting force to Figure 6: Side-View of Driven Part slotted in Driv-
extend each section. All driving shafts ing Shaft
are connected to rotate together.

Figure 4: Inner Driving Shaft


Figure 7: Sectional-View of Driven Part slotted in
Driving Shaft
∗ Driven Inner Shaft: This middle shaft
sits between the driving and grooved
shafts. It has a protruding pin that fol-
lows the grooved shaft’s helical path as
it rises up, causing rotation.

Figure 8: Helical Grooves made inside the Fixed


Figure 5: Driven inner shaft Shaft
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– Lifting Sequence ∗ This process repeats for each section


The sections extend sequentially from in- until the shaft is fully extended at 5
side out: meters.
∗ As the inner driving shaft of Section Retraction reverses the process when the
1 rotates, its driven shaft rises up the driving shafts are rotated in reverse. This
grooved path while rotating around its telescopes the sections back into one an-
own axis. other. In conclusion, the telescopic design
∗ When Section 1 is fully extended, its combines form and function to reliably
driven shaft disengages from the groove extend and retract the mixing shaft using
and only rotates. helical grooves and rotating drive shafts.
∗ The grooved shaft of Section 2 locks
with Section 1’s grooved shaft. This
allows Section 2’s driving shaft to now
lift Section 3.

Table I: Material Properties of Aluminum 5056 H38

Table II: Material Properties of Carbon Fiber

• Objective 2: To ensure flexibility and a con-


Figure 9: Rotation Locking Mechanism of Grooved siderable weight of the shaft
shaft of Section 2 with Section 1’s Grooved shaft The main design challenge for the shaft is
to enable flexibility while minimizing weight.
The original solid steel shaft, weighing ap-
proximately 8 kg, does not allow any bend-
ing or vibration dampening. To address this,
we explored lighter materials like Aluminum
5056 H38 alloy and carbon fiber composites.
Aluminum 5056 H38 alloy reduced the weight
of the shaft to 4 kg, but the shaft was still
too rigid. Integrating carbon fiber segments
into portions of the shaft introduces variable
stiffness that provides necessary flexure. With
careful optimization of the carbon fiber place-
ment, the total shaft weight has been reduced
to 3 kg, significantly improving portability.
The final design uses a modular approach with
Aluminum 5056 H38 making up 75% of the
length and carbon fiber composite for the re-
maining 25%. This Hybrid shaft provides the
Figure 10: Section-2 Telescoped inside Section-1. ideal combination of strength, stiffness vari-
Groove for continuous rotation so that Section-1 ability for flexure, and lightweight. Overall,
pushes Section-2 out the redesigned shaft meets target flexibility and
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weight requirements while maintaining durabil- Note: The design of the blade is taken from an
ity. Further testing will validate performance industrial usage. The thickness is determined
under expected loading conditions. by performing FSI analysis on ANSYS FLU-
To improve portability and accommodate dif- ENT followed by MECHANICAL and deter-
ferent mixing needs, we implemented a de- mining the load on the blade. The thickness of
tachable L-type anchor blades at the end of blade for the model comes out to be 7mm and
the shaft. L-type blades were selected over J- the weight is approx 2kgs for Stainless Steel
type primarily due to the frustum-shaped tank material. Since the focus of the report is the
geometry and non-settling slurry used in this shaft, blades are not shown.
application. The angled orientation of L-type • Objective 3: To water-proof and spark-proof
blades promotes outward radial flow along the the shaft
sloped tank walls. [4] This prevents material O-rings [5] are made from nitrile rubber which
buildup and ensures uniform mixing of the provide excellent waterproofing and shock ab-
shear-thinning non-settling slurry. While J-type sorption capabilities for extending and retract-
blades provide good bottom scraping, the L- ing shaft mechanisms. When properly designed
type blades are more effective for this tank and installed, O-rings created a tight seal be-
design and slurry. tween the moving shaft and housing that will
prevent the liquid to even enter during ex-
tension and retraction motions. Key factors to
considered when selecting O-rings for water-
proofing:

– O-ring size - An adequate squeeze was


Table III: Material Properties of Blades
ensured on the O-ring to create a seal
without excessive compression or stretch.
The L-type blades are of the material AISI Around 20-30% compression.
316 Stainless Steel, providing good corrosion – Surface finish - Dynamic sealing surfaces
resistance and suitable for applications for such should have maximum roughness of 16
environments. The L-type blade is screwed to µin to avoid damaging O-ring on exten-
the shaft, allowing quick changing of blades sion/retraction. Hence it was accommo-
or blade angles without needing to dismantle dated
the shaft coupling. Also such design gives an – Lubrication - Use compatible grease on O-
advantage of safe and convenient portability of ring and sealing surfaces to facilitate low-
the system as blades can be carried separately friction motion.
and can be changed as per the requirement.

In addition to preventing water ingress, the


elastomeric properties of nitrile O-rings also
provide excellent shock absorption and vibra-
tion damping. Under compressive loads, the O-
ring material will deform to dampen impacts
and smooth motion. Proper design of O-ring
grooves and glands directs this deformation to
protect components. Shock loads up to 10x the
O-ring cross sectional area can typically be
Figure 11: Detachable L-Type Anchor Impeller tolerated.
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The anti-stick properties of PTFE also prevent


material buildup in the grooves over long-term
use.
• Objective 4: To ensure the mechanism is user-
friendly and requires just a single switch or
button for operation.
A single motor will be utilized to provide both
the extending and retracting functionality of the
shaft, simplifying the operation. The motor will
be coupled to the shaft system using a flange
coupling, ensuring smooth torque transfer. The
torque will be transferred to the end shaft via
Figure 12: O-rings the rotation of all consequent shafts and hence
ensuring the blade rotation.
An Alternative Approach: Rather than rotating
all shaft segments for blade operation, only the
outermost section will rotate. This is achieved
by incorporating a flange coupling connection
from the base segment through each intermedi-
ate shaft piece, up until the last section. The last
shaft segment features a waterproof, insulated
auxiliary unit to facilitate blade rotation inde-
pendently. The one-way blade actuation aims
to enhance reliability and reduce mechanical
Table IV: Material Properties of O-Rings complexity compared to rotating every shaft
piece.
To minimize friction and prevent sparking be-
tween metal surfaces especially the contact
point in the groove regions, low-friction, non-
metallic coatings is applied to the grooves.
Based on analysis of working conditions and
safety requirements, we have used polytetraflu-
oroethylene (PTFE) as the ideal coating mate-
rial [6]. Compared to ceramic and other coat-
ings, PTFE offers the best balance of wear
resistance, durability, and spark resistance. To
implement this the grooves are thoroughly
cleaned to remove oils and particulates. Then a
120 grit sanding is used to prepare the surface
for good coating adhesion. Multiple thin layers Figure 13: Driving mechanism of blade & shafts
of PTFE are then sprayed for even coverage from motor using Flange Coupling
and cured as per the manufacturer recommen-
dations. Coating thickness can vary between By driving extension and retraction from a sin-
0.1-0.3mm based on expected contact loads gle motor through flange couplings, the mech-
during operation. PTFE coatings will not only anism aims for straightforward and reliable
reduce the metal-on-metal friction up to 8 times functionality. The independent blade rotation
compared to untreated metal but also provide module in the end shaft segment further avoids
electrical and thermal insulation. By preventing unnecessary movement of interior shaft sec-
sparking in the grooves, this helps mitigate tions. This targeted rotational operation intends
safety risks and potential system malfunctions. to uphold robustness while meeting functional
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requirements. Shear Stress corresponding to this using


above expression= 2.75481 MPa
B. Calculations – For first segment: D=38mm and d=32mm,
Shear Stress corresponding to this using
• Asumptions
above expression= 1.86706 MPa
In the process of designing a multi-segment
shaft, certain assumptions are often made to Thus, all the shear stress value is less than max-
simplify calculations and facilitate the design imum shear strength of the chosen material,
process. When calculating the diameter of each hence each shaft segment will not fail under
shaft segment, uniform material properties was the given load conditions.
taken throughout each shaft segment. Tem- Alternatively using carbon fibre with Maxi-
perature effects on the material are neglected mum Tensile Yield Strength = 41.3 MPa, we
and we have assumed linear elasticity. Simple can achieve better strength to weight ratio.
loading conditions are assumed with no buck- Using above formula, we can calculate the
ling for easy calculation. A hydraulic TM 160 diameter of each shaft segment:
DC motor is taken which generates a moment – For fourth segment: D=60mm and
of 350Nm and rotates at a constant speed of d=56mm,
120RPM. Any kind of losses and variation in Shear Stress corresponding to this using
the torque is neglected. above expression= 34.22 MPa
• Calculation of Outer and Inner Diameter – For third segment: D=64mm and
of each shaft segment d=64mm,
Shear Stress corresponding to this using
For a hollow cylindrical shaft, the Maximum above expression= 29.89 MPa
Resisting Moment (Tmax ) is given by: – For second segment: D=68mm and
d=64mm,
Shear Stress corresponding to this using
π×(Maximum Tensile Yield Strength)×(D4 −d4 )
Tmax = 16×D
above expression= 26.33 MPa
– For first segment: D=72mm and d=68mm,
Shear Stress corresponding to this using
For Aluminum 5056 H38, Maximum Tensile above expression= 23.37 MPa
Yield Strength= 345 MPa All the shear stress value is less than maximum
Moment Load (Tmax ) =350 Nm shear strength of the chosen material, hence
each shaft segment will not fail under the given
Lets calculate for the outermost shaft segment load conditions.
having length (L)= 1.25m, and smallest set of • Mass Calculation of each shaft segment
Outer diameter (D) and Inner diameter (d), Aluminum 5056 H38
Putting all values we get, Mass Density = 2.64gcc
From here taking D=20mm and d=14mm as Cross-Sectional Area of the shaft segment
4 4
one of the acceptable solution keeping the (A4 )= π×(D4 −d ) = π×(4−1.96)
4
= 1.602cm2
consideration of stresses induced to be less than Similarly,
maximum tensile strength. A3 =2.168cm2 ,A2 =2.733 cm2 andA1 =3.298cm2
Keeping thickness same across all the shaft
segment, we can get the values of D and d Total Cross-sectional area of the shaft = 9.802cm2
for each of the segment: Mass of the whole shaft (without grooves) = 3.23kg
– For third segment: D=26mm and
d=20mm, Note:This mass is subject to increase as we saw
Shear Stress corresponding to this using that for second and first segment, keeping thickness
above expression= 156.059 MPa constant decreased induced shear stress drastically.
– For second segment: D=32mm and Therefore, increasing thickness to a certain extent
d=26mm, will increase the overall weight of the shaft. The
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overall weight of shaft will be in the range of 3 to


5kgs.

V. N UMERICAL A PPROACH

The numerical simulations are done using the


ANSYS MECHANICAL and ANSYS FLUENT
for the deployed configuration. First the model is
created as instructed above in SOLIDWORKS and
the geometry is imported to ANSYS. Then ANSYS
meshing was used to develop the mesh after which
the loads are given to the shaft for the structural
analysis and the simulation runs for total deforma-
tion, shear stress and strain on the shaft.
Further in ANSYS FLUENT we generate a mesh
similar to the above and set up the ANSYS environ-
ment. The equations were solved using a pressure-
based solver and simulations were performed us-
ing a k-omega turbulent environment with Coupled
method, used for pressure-velocity coupling. For
spatial discretisation Second order Upwind scheme
was adopted. The under-relaxation factors for pres-
sure, momentum, energy, body forces, and liquid
fraction were set as 0.3, 0.5, 1, 1 and 0.7. For
FLUENT analysis it is assumed that the slurry is Figure 14: Extended Shaft
completely filled in the tank. The slurry properties
assumed at room temperature are mentioned in the
Table IV.

Table V: Parameters of slurry considered [3]

VI. R ESULTS

The assumed weight of blade is 20N and slurry


parameters are given in Table IV.
• Shaft CAD model Figure 15: Retracted Shaft
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• Weight Analysis: • Total Stress:


The full prototype assembly consists of three
primary components: the mixing blade, ex-
tendable telescopic shaft, and rigid support
rig structure. The impeller blade utilizes AISI
316 stainless steel for its corrosion-resistance,
resulting in a final machined component weight
of 2 kg. This allows robust mixing perfor-
mance across a range of processing liquids.
From strength simulations, aluminum 5056
H38 proves sufficient for the 5 meter tele-
scoping shaft which must withstand the var- Figure 18: Total Stress on the shaft without blade
ious extension, retraction, and mixing forces weight
simultaneously. The shaft sections contribute
only 3.5 kg for the full-length mechanism. Sup-
plemental o-rings and waterproofing features
add negligible mass. Finally, the outer support
rig leverages AISI 316 stainless again for its
substantial durability and chemical compati-
bility with industrial production environments.
Through potential topology optimization and
mass reductions in future design revisions, the
support rig contributes 8 kg currently. In total,
the existing prototype assembly with a 5 meter
mixing range achieves a full mass of approxi-
mately 13.5 kg.
• Total Deformation: Figure 19: Total Stress on the shaft with blade
weight

Factor of Safety is defined as the ratio of the


Ultimate Tensile strength to the workiing stress
load. the FoS is calculated in the Table VI.
The calculated Factor of Safety indicates a
sufficient safety margin for all the components
with values well above 1.0. Hence it confirms
Figure 16: Total Deformation of the shaft without the structural integrity of the design. However
blade load further scope of optimisation is always there.

Table VI: Factor of Safety

Figure 17: Total Deformation of the shaft with blade


load • Total Strain:
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Figure 20: Total strain on the shaft without blade


weight

Figure 23: Impact of rotating shaft on the slurry


(Velocity Streamlines)

• Comparison to convectional designs


Compared to conventional lead screw linear
actuation systems, this telescopic shaft mech-
anism provides faster extension speeds and
greater stability under loading. The helical
grooves enable smooth upward motion even
under load, rather than relying on twisting fric-
tion that can cause binding or wavering align-
ment in lead screws. Meanwhile, ball screws
Figure 21: Total Strain on the shaft with blade can better accommodate heavier loads but are
weight far more complex in construction and control.
The elegance of the nested telescopic mech-
anism is its simplicity, optimizing reliability
and maneuverability while minimizing compo-
• Analysing Shaft in the Slurry: nents to just structural shafts and tubes. This
Fig. 22 shows the pressure distribution by the compares favorably to the exposed components
slurry while extension or retraction of the shaft in ball screws that increase sensitivity to con-
and we see that it shows minimal pressure taminants. The sealed shaft sections protect all
applied by the slurry and hence a smooth critical parts from debris infiltration.
translation of the shaft in it. Finally, the modular shaft segments enable
application-specific customization of extended
length and mixing capacity by adding or re-
moving sections. This flexibility is a definite
advantage over fixed lead or ball screw systems
only available in set lengths.
In summary, this innovation balances simplic-
ity, durability and flexibility to exceed conven-
tional linear actuators. The intelligent lifting
mechanism, expansive yet rigid nested frames,
and modular sections combine to enable high-
performance extension dynamics for industrial
mixing uses. Looking forward, it has strong
potential to transform specialized equipment in
this domain and others relying on telescoping
Figure 22: Pressure by the slurry on the Shaft linear actuation.
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VII. C ONCLUSION mechanism will add value over conventional


fixed-length shaft equipment.
The telescopic mixing shaft proposed in this
report offers an innovative solution for specialized
R EFERENCES
mixing operations requiring an extendable impeller
design. Through the integration of helical lifting [1] A. Fierek, I. Malujda, D. Wilczyński, and K. Wałesa, “Analysis
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mechanisms and a sequenced multi-section drive Conference Series: Materials Science and Engineering, vol. 776,
system, the design enables reliable extension of the no. 1. IOP Publishing, 2020, p. 012028.
shaft up to 5 meters on demand. [2] B. J. P. Rao, D. Srikanth, T. S. Kumar, and L. S. Rao, “Design
and analysis of automotive composite propeller shaft using fea,”
The real composition of the system lies in its Materials Today: Proceedings, vol. 3, no. 10, pp. 3673–3679,
implementation of a lipstick-inspired retraction prin- 2016.
ciple to smoothly translate rotary motion into con- [3] “Design of an agitator in the anaerobic digester for mixing
of biomass slurry,” Materials Today: Proceedings, vol. 46,
trolled linear actuation of each shaft section. By fol- pp. 9678–9682, 2021, international Mechanical Engineering
lowing the angled grooves with a pin on the driven Congress 2019. [Online]. Available: https://www.sciencedirect.
middle shaft, efficient and reversible extension is com/science/article/pii/S2214785320358703
[4] S. Pedrosa and J. Nunhez, “The behavior of stirred vessels with
achieved without complex components. anchor type impellers,” Computers & Chemical Engineering,
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selections induce flexibility, durability, and usability, [5] N. Tang, J. Rongong, and N. Sims, “Design of adjustable tuned
mass dampers using elastomeric o-rings,” Journal of Sound and
they are mentioned as below: Vibration, vol. 433, pp. 334–348, 2018.
• The proposed mechanism gives the ease to [6] S. Shabbir, S. D. Garvey, S. M. Dakka, B. C. Rothwell, R. Su,
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attention
• Aluminum 5056 H38 and carbon fiber fabrica-
tion reduces weight while providing adequate
structural integrity.
• Detachable L-Type Anchor Blade and reduced
weight of the hollow shafts adds required
essence of portability to the shaft
• Use of no electrical wiring reflects that the
mechanism if produces spark, it will be a
consequence of friction. PTFE-coating on the
grooves is done to spark-proof the mechanism
from friction and o-rings waterproof and shock-
proof the intersections between shaft sections.
• A single motor design improves user-
friendliness and control over the full extend-
retract sequence.
Meanwhile, the modular shaft sections pro-
vide flexibility within a robust nested frame
to securely support industrial mixing attach-
ments. Additional functions like speed control
and attachment integration can build on this
foundation to suit various large-scale process
applications. Proposed mixing tip optimiza-
tions will enhance blending performance across
the fully-extended length after future testing.
When implemented for intended commercial
processes, this reliable and efficient automated

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