=15
a d
From Fig. 5.5, K,= 1.44
From Eq. (5.12),
K= 1+ (K,-1)= 1409 (144-1) = 1.396
1 4
See 0716
Ke K, 1.396
S.= KK, K, Ky S.
.77 (0.85) (0.897) (0.716) (300)
26.11 N/mm?
Step 11 Construction of modified Goodman diagram
At the fillet cross-section,
150 x 100
(Mi denas.
Myra
(Mp mn =
FU ame + Me nin]
= 1150005000] 000 N-mm
[My )amax. ~My Yes.)
O= 63.435°
‘The modified Goodman diagram for this example
is shown in Fig. 5.43.
Step I Permissible stress amplitude
Refer to Fig. 5.43. The coordinates of the point Xare
determined by solving the following two equations
simultaneously.
(8¢08) (380) (600)
Fig.5.43,
(i) Equation of line AB
can = @
(ii) Equation of line OX
Se = ano =2 )
Sm
Solving the two equations,
S,=114.12N/mm? and S,,= 57.06 Nimm?
Step IV Diameter of beam
Sa, 32(Mo a _ Sa
(A) nd (A)
3210000) _ 114.12
nd (2
Since 0, =
@=12.13 mm
Example 5.13 4 transmission shafi of cold drawn
steel 27Mn2 (S,, = 500 N/mm? and S,, = 300 N/mm)
is subjected to a fluctuating torque which varies
from -100 N-m to + 400 N-m. The factor of safety
is 2 and the expected reliability is 90%. Neglecting
the effect of stress concentration, determine the
diameter of the shaft.
Assume the distortion energy theory of failure.
Solution
Given M,=-100 N-m to + 400 N-m
$,y= 500 Nimm? S,,=300 Nimm? R=90% (f)=2aa
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log1os,
A
3.0512
tog105),
(2.6260)
2.4447
fogiol
Fig. 5.49
Sl
ADXEF _ (3.0512-2.41475-3)
DB (6-3)
1.4243
Therefore, at 10° cycles the fatigue strength is
423.55 N/mm?.
StepIV Construction of modified Goodman diagram
Supose, Prax =P and Paig, = 0
a= 45°
‘The modified Goodman diagram for this example
is shown in Fig. 5.50.
Step V_ Permissible stress amplitude
Refer to Fig. 5.50. The coordinates of point X are
determined by solving the following two equations
simultaneously.
@_ Equation of line 4B
S, 5S,
+e
423.55 "1250
(a)
(ii) Equation of line OX
tan @ =1 ()
Solving the two equations,
a= Sp, = 316.36 Nimm?
(423.55)S;
Sa!
Sm Sut
(1250)
Fig, 5.50
Step VI Maximum force on bar
. P/2
Since =[|—
area
‘The minimum cross-section of the bar is shown
in Fig. 5.51.
2
—s00
Fig. 5.51
or 316.36 ceo
230-4?
4oe hy
P= 335 920.5 N or 336 KN
5.14 GERBER EQUATION
The Soderberg line and Goodman line illustrated in
Fig. 5.39 are straight lines, The theories using such
straight lines for predicting fatigue failure are called
‘linear’ theories. There are some theories that use
parabolic or elliptical curves instead of straight lines.
‘These theories are called ‘non-linear’ theories. Oneaa
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book.178 Design of Machine Elements
Example 5.19 A machine component is subjected
to two-dimensional stresses. The tensile stress in
the X direction varies from 40 to 100 Nhnm? while
the tensile stress in the Y direction varies from 10
to 80 Nimm?. The frequency of variation of these
siresses is equal. The corrected endurance limit of
the component is 270 N/mm’. The ultimate tensile
sirength of the material of the component is 660
Némm?. Determine the factor of safety used by the
designer.
Given (6,)mux. = 100 N/mm?
(min, = 40 Némm? (0,)max, = 80 Nimm? (0, min,
= 10 N/mm?
S,,= 600 N/mm? S, = 270 Nimm?
Step 1 Mean and amplitude stresses
Ow = jtt00 +40) = 70 N/mm?
(100-40) =30N/mm?
Om = (80 +10) = 45 Nema?
on = $60-10)=35 Ninn?
2
Om = Gin ~ FonFym + Fyn)
= yI(70)° ~(70)(45) + (45)"]
= 6144N/mm?
(ia — FxaF ya + Fa)
= G0)" - (3035) + 35)"]
= 32.79 Nimm
Step I Construction of modified Goodman diagram
= 0.534 or 0= 28.09°
‘The modified Goodman diagram for this example
is shown in Fig. 5.55.
Step IT Permissible stress amplitude
Refer to Fig. 5.55. The co-ordinates of the point
are obtained by solving the following two equations
simultaneously.
oe
(270) Se
%
x a
Se
on
Sut
(680)
@)
<2 = tan = 0.534 ()
152.88 N/mm?
Sy = 286.29 N/mm?
Step IV Factor of safety
S, 152.88
=24 = 4.66
Bao" 3279
Example 5.20 4 transmission shaft carries
@ pulley midway between the two bearings.
The bending moment at the pulley varies from
200 N-m to 600 N-m, as the torsional moment
in the shaft varies from 70 N-m to 200 N-m. The
“frequencies of variation of bending and torsional
‘moments are equal to the shaft speed. The shaft is
made of steel FeE 400 (Sy, = 540 N/mm? and Sy, =
400 Nimm?). The corrected endurance limit of the
shaft is 200 N/mm?. Determine the diameter of the
shaft using a factor of safety of 2.
Solution
Given (M))qax = 200 N-m
C4) min. = 70N-m (My)mnas, = 600 N-m_
(My)nxin, = 200 N-m_—S,,= 540 N/mm?
S=400. N/mm? S, = 200 N/mm? (f) = 2aa
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book.182 _Design of Machine Elements
= 0.5363] 1+ b+ —22)_
(3.855107)
= 193.68 N/émm?
6,<200 N/mm?
Short-Answer Questions
5.1
5.2
53
5.4
55
5.6
$12
5.13
5.14
5.15
5.16
S17
5.18
519
5.20
5.21
5.22
5.23
5.24
5.25
5.26
5.27
5.28
‘Whaat is stress concentration?
How will youaccount forstress concentration
in design of machine parts?
‘What is stress concentration factor?
‘What are the causes of stress concentration?
What are the methods of reducing stress
concentration?
‘What is fluctuating stress? Draw a stress-time
curve for fluctuating stress.
What is repeated stress? Draw a stress-time
curve for repeated stress.
What is reversed stress? Draw a stress-time
curve for reversed stress.
What is fatigue failure?
What are the machine components that fail
by fatigue?
What is the difference between failure due to
static load and fatigue failure?
What is endurance limit?
What is fatigue life?
What is S-N curve?
What is low-cycle fatigue?
Give practical examples of low-cycle fatigue
failure.
What is high-cycle fatigue?
Give practical examples of high-cycle fatigue
failure.
‘What is fatigue stress concentration factor?
What is notch sensitivity?
What is notch sensitivity factor?
‘What are the factors that affect endurance
limit of a machine part?
‘What is surface finish factor?
‘Whaat is size factor?
What is reliability factor?
‘What is modifying factor to account for stress
concentration?
What is Miner’s equation?
Where do you use Miner's equation?
5.29
5.30
331
5.32
5.33
3.34
‘What is the Goodman line?
What is the Soderberg line?
Explain the modified Goodman diagram for
bending stresses.
Explain the modified Goodman diagram for
torsional shear stresses.
What is the Gerber curve?
What is the difference between the Gerber
curve and Soderberg and Goodman lines?
Problems for Practice
5.1 A rectangular plate, 15 mm thick, made
53
of a brittle material is shown in Fig. 5.58.
Calculate the stresses at each of three holes,
of 3, 5 and 10 mm diameter.
[161.82, 167.33 and 200 N/mm?)
ISS
[20 mn
20Kn=
Fig. 5.58
5.2 Around shafi made of a brittle material and
subjected to a bending moment of 15 N-m is
shown in Fig. 5.59. The stress concentration
factorat the filletis 1.5 and the ultimate tensile
strength of the shaft material is 200 N/mm?,
Determine the diameter d, the magnitude of
stress at the fillet and the factor of safety.
[UL.76 mm, 140.91 N/mm’, and 1.42)
A shaft carrying a load of $ kN midway
between two bearings is shown in Fig. 5.60.
Determine the maximum bending stress ataa
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book.186 Design of Machine Elements
Gil) The axial wear on the surface of trapezoidal
threads can be compensated by means of a
split-type of nut. The nut is cut into two parts
along the diameter, When the threads get worn
‘out, the wo halves of the nut are tightened
together. The split-type nut can be used only
for trapezoidal threads. It is used in lead-screw
of a lathe to compensate wear at periodic
intervals by tightening the two halves,
The disadvantages of trapezoidal threads are as
follows:
(i) The efficiency of trapezoidal threads is less
than that of square threads.
(ii) Trapezoidal threads result in side thrust
or radial pressure on the nut. The radial
pressure or bursting pressure on the nut
affects its performance.
There is a special type of trapezoidal thread
called acme thread. \t is shown in Fig. 62.
‘Trapezoidal and acme threads are identical in all
respects except the thread angle. In an acme thread,
the thread angle is 29° instead of 30°. The relative
advantages and disadvantages of acme threads are
same as those of trapezoidal threads,
Pit, 4
pi
7
Zi
Fig. 6.2 Acme Threads
There is another type of thread called buttress
thread. \t is shown in Fig. 6.3. It combines the
advantages of square and trapezoidal threads.
Buttress threads are used where a heavy axial force
acts along the screw axis in one direction only. The
advantages of buttress threads are as follows:
(i) lt has higher efficiency compared with
trapezoidal threads.
(ii) Tt can be economically manufactured on a
thread milling machine.
(iii) The axial wear at the thread surface can be
compensated by means of a split-type nut.
" 1S 4694~1968: Basic dimensions for square threads.
(iv) A screw with buttress threads is stronger
than an equivalent screw with either square
threads or trapezoidal threads. This is
because of greater thickness at the base of
the thread.
Fig.6.3 Buttress Threads
The buttress threads have one disadvantage.
It can transmit power and motion only in one
direction. On the other hand, square and trapezoidal
threads can transmit force and motion in both
directions.
Square threads are used for screw jacks, presses
and clamping devices. Trapezoidal and acme
threads are used for lead-screw and other power
transmission devices in machine tools. Buttress
threads are used in vices, where force is applied
only in one direction. Buttress threads are ideally
suited for connecting tubular components that
must carry large forces such as connecting the
barrel to the housing in anti-aircraft guns. The
standard proportions of square and ISO metric
trapezoidal threads are given in Tables 6.1 and 6.2
respectively. !:?
Pitch, p
| (nm)
[ 3
30, 32, 36 6
| aos 7
48, 50, 52 8
55,50 9
65, 70,75, 80 10
85,90, 95, 100 R
15 7008-1988: ISO metric trapezoidal screw threads (in four parts).aa
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book.190 Design of Machine Elements
W(w- tana)
(+p tana)
Substituting =tan @ in Eq. (c),
tc)
W tang — tance)
G+ tang an)
or P=Wtan(@-a@)
and M,= ae tan($- a}
(6.7)
(68)
6.7 SELF-LOCKING SCREW
The torque required to lower the load can be
obtained by Eq. (6.8). Rewriting the equation,
Wd
M,= ~ 5" tan ($- @)
it can be seen that when; ¢ < othe torque required
to lower the load is negative. It indicates a
condition that no force is required to lower the
load, The load itself will begin to turn the screw
and deseend down, unless a restraining torque is
applied. This condition is called overhauling of the
screw. This condition is also called back driving
of screw. This property is not useful in screw-jack
applications. However, it is useful in some other
applications like a Yankee screwdriver. In this type
of screwdriver, there is a high-lead thread on the
barrel and the handle isa nut, As the worker pushes
the handle axially down, the barrel tums and drives
the wood screw into place.
When @ > @ a positive torque is required to
lower the load. Under this condition, the load will
not tum the screw and will not descend on its own
unless an effort P is applied. In this case, the screw
is said t0 be ‘selflocking’. A self-locking. screw
will hold the load in place without a brake. This is a
very useful property in screw-jack application. For
example, the driver can jack up the car and leave
the jack handle and carry out the work, The car will
not descend on its own during the work and the
river can do the work without any tension.
Neglecting collar friction, the rule for a self
locking screw is as follow:
“A screw will be self-locking if the coefficient of
friction is equal to or greater then the tangent of
the helix angle”.
For a self-locking screw,
ora
tan p> tan @
1
war (69)
The following conclusions are drawn by
examination of Eq. (6.9).
() Self-locking of screw is not possible when
the coefficient of friction (1) is low, The
coefficient of friction between the surfaces
of the screw and the nut is reduced by
lubrication. Excessive lubrication may
cause the load to descend on its own.
(ii) Self-locking property of the screw is lost
when the lead is large. The lead increases
with a number of starts. For a double-start
thread, the lead is twice of the pitch and for
a triple-threaded screw, it is three times of
the pitch. Therefore, single-threaded screw
is better than multiple-threaded screws from
self-locking considerations.
Self-locking condition is essential in applications
like screw jacks.
68 EFFICIENCY OF SQUARE THREADED
SCREW
Let us refer to the force diagram for lifting the load,
illustrated in Fig. 6.6. Suppose the load W moves
from the lower end to the upper end of the inglined
plane. The output consists of raising the load.
Therefore,
Work output = force x distance travelled in the
direction of force = (W1)
The input consists of rotating the screw by
means of an effort P.
Work input = force x distance traveled in the
direction of force = P(r d,,)
The efficiency 1 of the screw is given by,
work output WW
work input Prd, PUN® (@)
Substituting Eq. (6.5) in the above equation,
tana.
tan (6+ 0) 6.10)aa
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book.194 Design of Machine Elements
the normal force on the collar surface is, the
frictional force over the collar surface is y.W. It is
assumed that frictional force is concentrated at the
mean collar diameter D,, as shown in Fig. 6.10(b).
This force acts opposite to the rotation of the collar
surface, The collar friction torque is given by,
(Qa nt () @
where Dy (222) ()
Substituting Eq. (b) in Eq (a), we get,
(64). = 2 (Dy +0)
In certain applications, the collar between the cup
and the screw is replaced by thrust ball bearing to
reduce friction. The advantage of using thrust ball
bearing at the collar is that the sliding friction is
replaced by rolling friction. The collar friction
torque becomes almost negligible in these cases.
Eqs (6.17) and (6.18) should not be used where
rolling contact bearings are employed to take the
thrust reaction.
2. OVERALL EFFICIENCY
The total external torque required to raise the
load consists of two factors—the torque required
to overcome friction at the thread surface and the
collar friction torque. Therefore,
(M), = M, + (AM). (6.19)
where
(M)),= extemal torque required to raise the load
(N-mm),
M,= torque required to overcome friction at
the thread surface (N-mm); and
(M),.= collar friction torque (N-mm)
Let us again refer to the force diagram for lifting
the load shown in Fig. 6.6. Suppose the load W
moves from the lower end to the upper end of the
inclined plane. The output consists of raising the
load.
Work output = force x distance traveled in the
direction of force = (7)
The input consists of torque applied to the screw
(Mp
‘Work input ~ torque x angle tumed through
=[04),2n))
The overall efficiency 1p of the power screw is
given by,
_ work output WI
Mo “Work input (M,), x27
on 6.20
or, tan: (6.20)
6.13 COEFFICIENT OF FRICTION
It has been found that the coefficient of iriction
(w) at the thread surface depends upon the
workmanship in cutting the threads and on the type
of the lubricant. It is practically independent of the
load, rubbing velocity or materials. An average
value of 0.15 can be taken for the coefficient of
friction at the thread surface, when the screw is
lubricated with mineral oil. The values of the
coefficient of friction (u.) for the thrust collar
with sliding contact are given in Table 6.3, When
thrust ball bearing is used at the collar surface,
its coefficient of friction is about 1/10th of plain
sliding surface. It varies from 0.01 to 0.02.
Table 6.3 Coefficient of friction for thrust collars
‘Material combination ie
Starting < Running
Soft-stee! — cast iron O47 O1e
Hardened stecl—castiron 0.15 0.09
Soft stee! — bronze 0.10 8.08
Hardened stezl—bronze 0.08 0.06
6.14 DESIGN OF SCREW AND NUT
There are three basic components of a power screw,
viz., screw, nut and frame. The desirable properties
of screw material are as follows:
(i) It should have sufficient strength to
withstand stresses due to external load and
applied torque.aa
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book.198 Design of Machine Elements
From Eq. (6.18),
Ww
(.= B= (Do +D)
O17IW
(55 + 4!
= (4.25 W)N-mm (b)
Step 11 Clamping force developed between jaws (W)
The total external torque applied to the handle is
(125 x 150) N-mm. Therefore,
(4), = M, + (M).
or 125 150 = 2.286 W+4.25 W
W= 2868.73 N @
Step IIT Overall efficiency of clamp
From Eq. (6.20),
WI _ (2868.73)(5) _
0.1218
No” 35(M,), 2x (125x150)
or 12.18% @
Example 6.4 The construction of a gate
Valve used in high-pressure pipeline is shown in
Fig. 6.13. The screw is rotated in its place by
means of the handle. The nut is fixed to the gat.
When the screw rotates, the nut along with the
gate moves downward or upward depending upon
— es |
Handle
Thrust washer
wy |
Gate
Fig. 6.13 Gate Vatoe
the direction of rotation of the screw. The screw
has single-start square threads of 40 mm outer
diameter and 7 mm pitch. The weight of the gate
is 5 KN. The water pressure in the pipeline induces
frictional resistance between the gate and its seat.
The resuliant frictional resistance in the axial
direction is 2 KN. The inner and outer diameters of
thrust washer are 40 and 80 mm respectively. The
values of coeficient of friction at the threads and
at the washer are 0.15 and 0.12 respectively. The
handle is rotated by the two arms, each exerting
equal force at a radius of 500 mm from the axis of
the screw: Calculate
(V) the maximum force exerted by each arm
when the gate is being raised:
(ii) the maximum force exerted by each arm
when the gate is being lowered:
(iii) the efficiency of the gate mechanism; and
(iv) the length of the nut, if the permissible
bearing pressure is 5 N/mm’.
Solution
Given For screw,
H=0.15
Forcollar, D,=80mm D,=40 mm
w= 0.12
Forhandle, radius = $00 mm
Fornut 5,=5 Nimm?
For gate,weight = 5 kN
frictional resistant = 2 KN
=40mm /=p=7mm
Step 1 Force exerted by each arm to raise the gate
From Eq. (6.2),
dy, =d-0.5 p= 40-0.5(7) =36.5 mm
ana! 7
nO Gd, B63)
0.061 or @=3,493°
=H=0.15 or 531°,
Frictional resistance acts opposite to the motion.
When the gate is being raised the frictional force
acts in downward direction. Therefore, axial force
on the screw consists of addition of the weight of
the gate plus the frictional resistance. Or,
W = 5000 + 2000 = 7000 N
From Eq. (6.6),
M,
= “he tan (@ + 2)aa
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book.204 Design of Machine Elements
Forcollar, r= 15mm =0.15
For handle,
Operator fore
Step 1 Torque required to tighten the clamp to full
capacity
From Eq. (6.2),
=0.5p =22-0.5 (5) = 19.5 mm
1 5
fna~ a, (93)
0816 or a= 4.666°
tan g=p=0.15 or 9=8.531°
From Eq. (6.6),
y= Me tan (0+ a)
_ 7500095)
“2
= 1714.73 N-mm
From Eq, (6.18),
tan (8.531 + 4.666)
(= 9 (D,+D,)= Hig
or (Me= Hey = 0.15(750)(15)
= 1687.5 N-mm.
The torque required to tighten the clamp to full
capacity is given by,
(M,),= M, + (M), = 1714.73 + 1687.5
= 3402.23 N-mm @
Step If Length and diameter ofhandle
The length ‘a’ of the handle from the axis of the
screw to the point of application of hand force is
given by,
(M)=Pxa @
or 3402.23=20xa = 170.11 mm
The handle is subjected to bending moment and
the maximum bending moment near the screw is
approximately given by,
M=Pxa (b)
From (a) and (b),
‘M,=(M), = 3402.23 N-mm
The handle will bend with a permanent set when
the bending stress reaches the yield strength of the
material,
or, = S,,= 400 N/mm?
The bending stress is given by,
— 32My 3/32. GM02.25)
Oe
d=442 mm wi)
Example 6.10 it is required to design a fiy-
press, as shown in Fig. 6.17, which is capable of
punching 50 mm diameter circles from a 1.5 mm
+—Ra——I
Bal Ball
Ta
PEEL TE tne,
|
1 {Seren :
=] 1
| ‘ |) |) Leanse
Pillar 1] Pune =H 1
|| bie = |
Fig.617 Fly-prese
thick mild steel sheet. The ultimate shear strength of
the sheet metal is 375 N/mm? and it can be assumed
that shearing will be complete when the punch
penetrates through half the thickness of the sheet.
The screw, with square threads, is made of steel 30C8
(Sp = 400 Nimmr"), while the nut is made of bronze.
The factor of safewy is 3. The operator is expected
to sit in front of the fiy_press, insert the sheet by his
left hand and operate the handle by the right hand.
The total working stroke consists of a one-quarter
revolution, 45° in front of the press and 45° behind
the press. During the return stroke, the punch is
raised by 5 mm to provide clearance to insert the
sheet. The forward or working stroke is completed
in 1 second. The balls are made of cast iron, with a
mass density of 7280 kg/m? and the radius R,, is 300
mm. Neglecting collar friction, calculate
(Othe dimensions of the screw;aa
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book.208 Design of Machine Elements
Step IIT General Considerations
(i) The screw jack is manually operated.
According to ergonomists, hand force
should not exceed 130 N. However, this
value is recommended for prolonged work.
The jack is never operated continuously
and, as such, a higher value of 400 N is
assumed for hand force in this analysis.
It is further assumed that two workers
are required to raise the load of 100 KN.
When two workers are at work, there is
inconvenience and the resultant force is less
than twice the individual force. A coefficient
of 0.9 is assumed in this case to account for
reduction in force due to inconvenience.
Therefore, total hand force exerted on the
handle by two workers (P) is given by
P=(0.9x2x 400)N
(ii) A screw-jack is a lifting device and subject
to certain hazards. Breakdown of the jack
hhas serious consequences such as injury
to the operator and damage to machine
parts, The jack should be robust and tidiot”
proof. To account for this safety aspect, a
higher factor of safety of $ is used for the
components of the screw jack.
Step IV Design of Screw
‘The screw jack is an intermittently used device and
wear of the threads is not an important consideration.
Therefore, instead of trapezoidal threads, the screw
is provided with square threads. Square threads have
higher efficiency and provision can be made for self-
locking arrangement. When the condition of self-
locking is fulfilled, the load itself will not tum the
screw and descend down, unless the handle is rotated
in reverse direction with some effort.
WwW. Collar fiction
t torque Side
cup | (Myc view
i T f= OP
7 Le. a 7
i 1] Extemal ‘
j i] torque i
i ‘ : h
i ! Wx if
a Nut friction . tf
a tor j] Bendin
wi oral
diagram
(e) (©) Torque diagram © ®
Fig. 6.19 (a) Load in Raised Position (b) Torque Diagram (c) Compression of
Screw (d) Bending Moment Diagram
‘The portion of the screw between the handle and
the nut is subjected to maximum stress, when the load
is being raised. The screw is subjected to torsional
moment, compressive foree and bending moment
is illustrated in Fig. 6.19. The screw is made of
plain carbon steel (S,, = 400 N/mm). Assuming
Sy = Sy = 400 N/mm?
and the factor of safety of 5,
Sse _ 400 7
86> ps = 7 BONA
From Fig. 6.19(c),
where d, is the core diameter of the screw.
Substituting the values,
00 x 10°
Gey
d.~39.89 or 40mm
80=
or,aa
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book.212 _Design of Machine Elements
selection, it is assumed that the handle rotates at
10 rpm. Therefore, the life of the bearing in million
revolutions is given by,
60nL, _ 60(10)(3000)
The dynamic load capacity of the bearing is
L'3 = 100 x 10 (1.8)! = 121 644.04 N
It is assumed that the bore diameter of the
1° 10° = Smillion rev. bearing is 50 mm. For this diameter, the following
four bearings are available®
also P= W= 100 10°N
[Se No. d (mm) D (mm) ‘H (mm) cm™ CN) D, (mm) Designation
4 50 70 14 25500 0000 2 s1110
| 2 50 78 22 41.600 73 500. 52 $1210
3 50 9s 31 97.500 160000 52 51310
{4 50. no 43 159 000 250.000 52 51410
(C= dynamic load capacity C, = static load capacity
From the above table, Bearing No. $1410 with d=50mm = D=110mm H=43 mm
dynamic load carrying capacity of 159 000 N is © D,=52mm
2000
Fig. 6.24 Dimensions of Cup
selected for the jack. The dimensions of the bearing
are as follows:
3 SKF General Catalogue No. 32006,
The dimensions of the cup are shown in
Fig. 6.24. The section thickness is kept 20 mm
throughout as far as possible.
Step VII Design of Handle
The handle is subjected to bending moment. The force
exerted by two workers on the handle is given by,
P=(0.9x2x400)N
The handle is made of steel 30C8 (S,, = 400
N/mm), There is no collar friction’ torque.
Therefore,
M,=Px1,=(M),
Px 1,=M,
(0.9 x2 x 400) J, = 648 316.03
1,= 900.43 or 910mm
or
Since,
32M,
o-—,
nd}
(2)- 32 (0.9x2x 400) (910),
5 ad;
or
d,= 43.69 or 45mm
‘The handle is inserted through a hole in the head
of the screw as shown in Fig. 6.23. Two holes are
provided, at right angles to each other, for changing
the position of the handle after a quarter revolution.aa
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book.216 Design of Machine Elements
Compared with conventional power screws,
recirculating ball screws has the following
disadvantages:
(i) A recirculating ball serew is much more
costly than conventional power screw.
(ii) Recirculating ball screws are usually
overhauling due to low friction. Therefore,
a separate brake is required to hold the load
in its place.
(iii) Buckling of serew and eritical speed are
serious problems with recirculating ball
Fig. 6.28 Recirculating Ball Screw screw.
(iv) Recirculating ball screws require a high
degree of cleanliness compared with
conventional power screws. They are
completely enclosed to prevent the entry of
Compared with conventional power screws,
recirculating ball screws offer the following
advantages:
(i) In conventional power screw, there is
sliding friction between the screw and nut
threads. In recirculating ball screw, there
is rolling friction between the balls and the
grooves in the screw and nut. This reduces
friction drastically. The efficiency of a
foreign particles.
(¥) Recirculating ball screws require a thin film
of lubricant between the balls and grooves
in the nut and the screw for satisfactory
operation. Conventional power screws can
be easily lubricated by grease.
conventional power screw is as low as 40%.
The efficiency of ball screws is as high as
90%, because sliding friction is replaced by
rolling friction
Recirculating ball screws ere used in the
following applications
(i) Automobile steering gears
(i) Power actuators
(ii) In conventional power screw, ‘stick-slip’ (iii) X-Y recorders of CNC machines
phenomenon is observed due to difference (iv) Aircraft landing gear retractors
between the values of coefficient of static (¥) Hospital bed adjustors
friction and coefficient of sliding friction. (vi) Machine tool controls
It is a serious drawback. In recirculating
Short-Answer Questions
ball screw, it is nearly eliminated and the
operation is smooth.
iii) A conventional power screw must be 6.1 What is power screw?
adjusted periodically to compensate for wear 6.2. What are the applications of power screws?
on the surfaces of the screw and the nut. A 6,3. What are the advantages of power screws?
recirculating ball screw is virtually wear-fiee 6.4 What are the disadvantages of power
due to presence of lubricant film between
the contacting surfaces and protection from
contamination by dirt particles.
(iv) The load carrying capacity of recirculating
ball screw is more than that of conventional
power screw. For the same load carrying
capacity, recirculating ball screw is more
compact and lightweight than conventional
screw jack.
screws?
6.5 What are the types of threads for power
screw?
6.6 Why are V threads not used in power
screws?
6.7 What are the advantages of square threads
over trapezoidal threads?
6.8 What are the disadvantages of square threads
compared with trapezoidal threads?aa
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book.220 Design of Machine Elements
stress concentration near the threaded portion.
of the parts. Such areas are vulnerable to
fatigue failure.
(ii) Threaded joints loosen when subjected to
vibrations.
Threaded fasteners are considered as a major
obstacle for efficient assembly. in manual
assembly, the cost of tightening a screw
can be six t0 ten times the cost of the screw
itself! Therefore, Design for Manufacture
and Assembly (DFMA) _ recommends
minimum number of threaded fasteners.
ii)
7.2. BASIC TYPES OF SCREW FASTENING
There are three parts of a threaded fastening, viz.,
a bolt or screw, a nut and a washer. There is a basic
difference between the bolt and the screw. A bolt is
a fastener with a head and straight threaded shank
and intended to be used with a nut to clamp two
or more parts. The same bolt can be called screw
when it is threaded into a tapped hole in one of
the parts and not into the nut. Although bolt and
serew are similar, there is a fundamental difference
in their assembly. A bolt is held stationary. while
torque is applied to the nut to make threaded joint,
whereas the torque is applied to the screw to turn it
into matching threads in one of the parts. A nut is
a small symmetrical part, usually having hexagonal
or square shape, containing matching intemal
threads.
Simple washers are thin annular shaped metallic
disks. The functions of a washer are as follows:
(@_ Itdistributes the load over a large area on the
surface of clamped parts.
(ii) It prevents marring of clamped parts during
assembly.
It prevents marring of the bolt head and nut
surface during assembly.
(iv) It provides bearing surface over large
clearance holes.
Threaded fastenings are classified according to
their shape and the purpose for which they are used.
Common types of threaded fastenings are as follows:
(iii)
(®) Through Bolts A through bolt is simply called a
‘bolt or a ‘bol! and nut’. It is shown in Fig. 7.1(a).
The bolt consists of a cylindrical rod with head at
one end and threads at the other. The cylindrical
portion between the head and the threads is called
shank. The shank passes through the holes in the
parts to be fastened. The threaded portion of the bolt
is screwed into the nut. The head of the bolt and the
ut are either hexagonal or square. Hexagonal head
bolt and nut are popular in the machine building
industry. Square head and nut are used mostly with
sane
+
i
t
i
i
\
(a)
:
© ©
Fig.7.1 Types of Screw Fastening: (a) Through Bolt (b) Tap Bolt (c) Stud
' Bart Huthwite—Checklist for DFM—Machine Design—Nol. 62, No. 3—February 1990.aa
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book.224 Design of Machine Elements
the setscrew is screwed, does not have sufficient
thickness.
(ii) Dog Point (Fig. 73 b) Dog point is used
when the lateral force, which tends to displace one
part with respect to other, is large. Also the part,
which is held, should have sufficient thickness to
accommodate a cylindrical hole for the dog point.
Cone Point (Fig. 73 ) Cone point is used
when the lateral force is small. Also, the part with
the tapped hole into which the seiscrew is screwed,
does not have sufficient thickness. The part being
held is provided with conical hole.
(iv) Hanger Point (Fig. 73 d) Hanger point has a
small taper. It is used when the lateral force is large.
Also the part, which is held, should have sufficient
thickness to accommodate a cylindrical hole.
Hanger point ensures good location of the part.
(») Cut Point (Fig. 7.3.) Cut point is used when
the part being held cannot be drilled or hardened.
It is also used to transmit force to steel balls or
spherical parts
The point of the setscrew is generally hardened.
7.5 BOLT OF UNIFORM STRENGTH
Bolts are subjected to shock and impact loads
in certain applications. The bolts of cylinder
head of an intemal combustion engine or the
bolts of connecting rod are the examples of such
applications. In such cases, resilience of the bolt is
important design consideration to prevent breakage
at the threads. Resilience is defined as the ability
of the material t0 absorb energy when deformed
elastically and to release this energy when
unloaded. § resilient bolt absorbs energy within
elastic range without any permanent deformation
and releases this energy when unloaded, It can be
called spring property of the bolt. A resilient bolt
absorbs shocks and vibrations like leaf springs
of the vehicle. In other words, the bolt acts like a
spring.
It can be shown that the energy absorbed during
elastic deformation is proportional to the square of
the stress induced in the material and the volume of
the material under the stress. Figure 7.4(a) shows an
ordinary bolt with usual shape, The major diameter
of the thread as well as the diameter of the shank
is d. The core diameter of the threads is d,. When
this bolt is subjected to tensile force, there are two
distinct regions of stress. They are as follows:
(i) The diameter of threaded portion d,
is less than the shank diameter d. The
threaded portion is also subjected to stress
concentration. Therefore, stress induced in
the threaded portion is more than the stress
in the shank portion. The energy absorbed
by each unit volume of bolt material is
proportional to the square of the stress.
Hence, a large part of the energy is absorbed
in the threaded portion of the bolt.
(ii) The diameter of the shank is more than the
core diameter of the threaded portion. There
is no stress concentration in the shank,
Therefore, when the bolt is subjected to
tensile force, the stress in the shank portion
is less than the stress in the threaded portion.
The energy absorbed in the shank, which is
proportional to the square of the stress, is
less than the energy absorbed in the threaded
part.
The shock absorbing capacity of bolt can be
increased if the shank of bolt is turned down to a
diameter equal to the root diameter of threads or
even less. In this case, the shank is subjected to
higher stress and hence absorbs a greater proportion
of strain energy and relieves the thread portion of
high stress. The resilience of the bolt can also be
increased by increasing its length, The strain energy
absorbed by the shank is linearly proportional to
its length. Therefore, there are two methods for
increasing the shock absorbing capacity of bolts.
They are as follows:
(@) Reduce the shank diameter to core diameter
of threads or even less.
(ii) Increase the length of the shank portion of
the bolt.
The threaded portion of the bolt is the weakest
part and maximum amount of elastic energy is
absorbed in this region. The ideal bolt will be oneaa
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book.208 Design of Machine Elements
i) Minor Diameter The minor diameter is the
diameter of an imaginary cylinder that bounds
the roots of an extemal thread («i,) or the crest of
an internal thread (D,), The minor diameter is the
smallest diameter of the screw thread. It is also
called core or root diameter of the thread.
(iii) Pitch Diameter The pitch diameter is the
diameter of an imaginary cylinder, the surface of
which would pass through the threads at such points
as to make the width of the threads equal to the
width of spaces cut by the surface of the cylinder.
It is also called the effective diameter of the thread.
Pitch diameter is denoted by d, for external threads
and D, for internal threads.
(iv) Pitch Pitch is the distance between two similar
points on adjacent threads measured parallel to the
axis of the thread. It is denoted by the letter p.
(o) Lead Lead is the distance that the nut moves
parallel to the axis of the screw, when the nut
given one tum.
(ei) Thread Angle Thread angle is the angle
included between the sides of the thread measured
in an axial plane. Thread angle is 60° for ISO
metric threads.
(ii) Tensile Stress Area \t has been observed
during testing of the threaded rods that an
unthreaded rod, having a diameter equal to the
mean of the pitch diameter and the minor diameter
[ie., (d, + d,)/2] has the same tensile strength as
the threaded rod. The cross-sectional area of this
unthreaded rod is called the ‘tensile-stress area’.
This area is used for the purpose of calculating the
tensile strength of the bolts.
78 ISO METRIC SCREW THREADS
Fastening threads are usually vee threads. They
offer the following advantages:
G@) Vee threads result in higher friction, which
lessen the possibility of loosening.
(ii) Vee threads have higher strength due to
increased thread thickness at the core
diameter.
(ii) Vee threads are more convenient to
manufacture.
The profile of an ISO metric screw thread
is illustrated in Fig. 7.1173. It consists of an
equilateral triangle with a thread angle of 60°.
The base of this triangle is equal to the pitch. The
Root rounded
beyond a width
e of pi a
So“ aT
Hh 80 h
g fh
PVE
4 External threads ay
D dD, f # j dp d
intemal thread External throadt
dameters diameters
Fig.7.11 Profi of internal and External Threads
2 1§ 4218-1976: ISO Metric screw threads (in four parts)
ic profile
3 ISO 68-1SO General purpose screw threads—Biaa
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book.232 _Design of Machine Elements
Rewriting the height of the standard nut,
h=0.8d (73)
‘The design of the bolt consists of determination
of correct size of the bolt. The size of the bolt is
given by the nominal diameter d and pitch p. In
design calculations, many times the core diameter
d. is determined. Therefore, it is necessary to
convert the core diameter d. into the nominal
diameter d. This can be easily done when the
tables like (7.1) and (7.2) are available. Knowing
the minor or core diameter, the corresponding
designation of the thread can be obtained from
these tables, However, when the tables for threads
are not available, some relationship between d, and
d has to be used. The correct relationship for ISO
metric screw threads is as follows‘,
d= 1.226 81p
Since there sre two unknowns on the right hand
side, it is not possible to find out the value of d by
knowing the value of d,.. Therefore, the following
approximate relationship can be used,
d,=0.8d (7a)
Preference should be given to use values given
in Tables 7.1 and 7.2.
An electric motor weighing 10 kN
is Tied by means of an eye bolt as shown in Fig.
7.13. The eye bolt is serewed into the frame of the
motor. The eye bolt has coarse threads. It is made
of plain carbon steel 30C8 (S,, = 400 Nimm’) and
the factor of safety is 6. Determine the size of the
bolt.
Fig. 7.13. Eye Bolt
418.4218 (Part i)
Solution
Given P=10kKN S,,=400 N/mm?
(B)=6
Eye bolt is used for lifting and transporting
heavy machinery on the shop floor. It consists of
a ring of circular cross-section at the top end and
threaded portion at the lower end. The threaded
portion is screwed inside a threaded hole on the top
surface of the machine to be lifted. A crane hook
or chain is inserted in the circular ring. The circular
ring is called the eye. The threaded portion of the
eye bolt is subjected to tensile stress due to the
weight being lifted.
StepI Permissible tensile stress
5,
gece Oe ese niin?
(Bf) 6
Step II Size of bolt
From Eq. (7.2),
(10x 10°)
= + 06.67 =
or
From Eq. (7.4),
—— = 17.27 or 18mm.
From Table 7.1, the standard size of the bolt is
M20.
Example 7.2 Two plates are fastened by means
of two bolts as shown in Fig. 7.14. The bolts are
made of plain carbon steel 30C8 (Sy, = 400 Nimm?)
and the factor of safety is 5. Determine the size of
the bolts if,
P=5kN
4
Fig. 7.14
1976: ISO Metric screw threads—Part 1: Basic and design profile.aa
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book.236 Design of Machine Elements
(iii) The bolts are not preloaded and there are no
tensile stresses due to initial tightening.
(iv) The stress concentration in threads is
neglected.
(v) All bolts are identical.
Fig. 7.20
The force P results in direct shear force on the
bolts. Since the bolts are identical, the shear force
on each bolt is given by,
Be
(No. of bolts)
The moment (P x e) tends to tilt the bracket
about the edge C. As shown in Fig. 7.20(b),
each bolt is stretched by an amount (8) which is
proportional to its vertical distance from the point
C.Or,
(7.9)
Beh and daly
Also,
force = stress because [P-oA]
stress « strain because [o= Ee]
strain stretch because [= df]
‘Therefore, it can be concluded that the resisting
force induced in any bolt, due to the tendency of
the bracket to tilt under the moment (P x e), is
proportional to its distance from the tilting edge.
If Ri Py" are the resisting forces induced in the bolts,
Pfec and Pye ly
or,
R’=Ch
PY=Ch (a)
where Cis the constant of proportionality. Equating
the moment due to resisting forces with the
moment due to external force P about the edge C,
Pe=2R"t, +2P;' ly )
Substituting (a) in (b),
Pe=ACh)I +ACHh
Gat ©
if +8)
From (a) and (c),
rs
1" 27 +B)
P Peli (7.10)
2 +8)
The bolts denoted by 1 are subjected to
maximum force. In general, a bolt, which is located
at the farthest distance from the tilting edge C, is
subjected to maximum force.
Equations (7.9) and (7.10) give shear and tensile
forces that act on the bolt due to eccentric load
perpendicular to the axis of the bolts. The direct
shear stress in the bolt is given by,aa
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book.240 _Design of Machine Elements
Pirech and Pf xh
where J, and /, are the distances of the axis of bolts
from the edge C. Therefore,
R=Ch and P= Cl, (a)
where Cis the constant of proportionality. Equating
the moment of resisting forces with the moment
due to external force about the edge C,
Px 550= Ph + Ply (b)
From (a) and (b),
Px550= C(I? +13)
Px330
a+8)
(c)
From (a) and (c),
pp = LES,
Substituting numerical values,
10 x 10° )(550)(450)
(450? +50")
=24146.34N (ii)
Step HT Resultant tensile force
Bolt 1 is located at the farthest distance from
the tilting edge C. Therefore, it is subjected to
maximum tensile force. From (i) and (ii), the total
tensile force acting on the bolt 1 is (10 000 +
24 146.34) o 34 146.34 N.
SizeIV_ Size of tolts
Al) nax, = 3414634 oF
A = 455.28 mm?
From Table 7.1, the standard size of the bolts is
M 30 (4-561 mm’)
ACTS) = 3414634
Example 7.9 4 cast iron bracket fixed to the
sieel structure is shown in Fig. 7.24(a). It supports
a load P of 25 kN. There are two bolts at A and two
bolts at B. The distances are as follows,
1,= 50mm 1, 200mm 1 = 400mm
Determine the size of the bolts, if maximum
permissible tensile stress in the bolt is 50 N/mm?
Fig. 7.24
Solution
Given, P~25kN 1-400 mm
{Omnax. = 50 Nimm?
The bolts are subjected to following stresses:
(i) Direct tensile stress due to load P.
(ii) ‘Tensile stress due to tendency of the bracket
tottilt in clockwise direction about the edge C.
Step 1 Direct tensile force
Since the bolts are identical, the direct tensile force
on each bolt is given by,
w
RaR-
Wo. of bolts)
5
2x = 6250N rn)
Step I Tensile force duc to tendency of bracket to tilt
The following assumptions are made:
(All bolts are identical,
(ii) ‘The bracket and the structure are rigid.
(iii) The bolts are not preloaded and there is no
initial tensile siress due to tightening of the bolt.aa
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book.Threaded Joints 249
(i) torque required to overcome thread friction
and induce the pre-load, i.e., (Mj); and
(ii) torque required to overcome collar friction
between the nut and the washer (J).
The equations derived for trapezoidal threads
are suitably modified for ISO metric screw threads.
Replacing W by pretension P, in Eq. (6.13) (Section
6.10), the torque required to overcome thread
friction is given by,
a, = fide, ,, {usec + tan a)
1° "2" d= psec @ tana)
(@)
For ISO metric screw threads,
6=30° a@e25° d,=09d
where d is the nominal or major diameter of the
bolt. The coefficient of friction varies from 0.12
to 0.20, depending upon the surface finish and
accuracy of the thread profile and lubrication.
Assuming,
H=0.15
and substituting the above values in Eq. (a),
M= ( 2024) [0.15 sec (30) + tan (2.5)}
12) [10.15 see (30) tan (2.5)]
or M,= 0.098 Pd )
According to uniform wear theory, the collar
friction torque (1), is given by,
_( HP.)[D.+D; .
wo-(2222]
In the above equation, D, is the diameter of an
imaginary circle across the flats of the hexagonal
aut and D, is the diameter of the hole in the washer.
For ISO metric screw threads,
ad and 40.15
$ 1s 2016-1967: Specification for plain washers.
Substituting these values in Eq, (c),
(Mt). -(H Io 4d)
2
(M),- 0.105 Pd @
Adding expressions (b) and (d), the total
torque (M,), required to tighten the bolts is given
by,
(M,),= M+ (M). = (0.098 + 0.105) P,d
or
(M), = 0.2 Pd (7.19)
The above equation gives a simple expression
to determine the wrench torque (Mf), required to
create the required pre-load P,.
7.15 DIMENSIONS OF FASTENERS
Fasteners such as hexagonal head bolts, screws,
washers and nuts are frequently used in all
design projects. Their standard dimensions
are essential to prepare assembly and detail
drawings. However, in previous cxamples the
bolts are designed and their standard size such
MI6 or M20 is specified. Other dimensions of
the fasteners are determined by referring to the
particular Indian Standard for that fastener.
Tables 7.3 to 7.5 give dimensions of commonly
used hexagonal head bolts and screws, hexagonal
nuts and washers* °, The dimensions of other
fasteners can be similarly obtained from relevant
standards or handbooks’,
It is observed from these tables that the inner
diameter of the washer is stightly more than the nut
size.
1984: Specification for hexagon head bolts, screws and nuts of Product Grade C. (In three parts).
7 SP-29: Handbook on Industrial Fasteners (In three volumes)—Bureau of Indian Standards.aa
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book.Threaded Joints 253
‘The principal shear stress is given by,
a >
Tax = (2) +r (22) + (29.89)
\2 2
= 44.47 N/mm?
and,
Sy 05S y
(Q=—+-— 45
Tmax. Tax.
The factor of safety is slightly less than the
required value of 5. The next size of ISO metric
coarse thread is M42 with 36.479 mm as minor
diameter (d,) and 4.5 mm pitch. The stress area is
1120 mm?
Trial No. 2
d=42mm and d,=36.479 mm
~. oe =4784Nimm? (i)
z a 76479)"
‘M,=0.098 P d= 0.098 (50x 103) (42)
= 205 800 N-mm
_ 16M, _ 16(205800)
= 21.59 N/mm?
nd (36479 o
The principal shear stress is given by,
a
=i fe
fu 7) (21.59)! =32.22 Nimm?
055, — 0.5(400)
- 621
= T, 32.22
The fact of miley incnetichetary, Theetire,
the nominal diameter and the pitch of the threaded
portion of the rod should be 42 mm and 4.5 mm
respectively. In Fig, 7.31, the length of the threaded
portion of the rod in contact with coupler threeds
is denoted by /. It is determined by shearing of the
threads at the minor diameter d,. Equating shear
resistance of the threads to the tension in the rod,
adJt=P
0,5(400)
A) 5 3
= 40 N/mm?
Therefore,
(36.479) 1 (40) = (50 x 10°)
1=1091mm @
This length is too small compared with the
nominal diameter of 42 mm. In practice, the length
{varies from dto 1.25 d. Or,
[=d=42mm
I= 1.25 d= 1.25 (42) = $2.5 mm (ii)
From (i) and (ii), the length of the threaded
portion (/) is assumed as 50 mm.
Step VI Design of Coupler The two ends of the
coupler are called coupler nuts. As shown in Fig.
7.31, the coupler nuts are integral with the coupler.
The outer and inner diameters of the coupler nut
are D and d respectively and the length is denoted
by /. It acts as a hollow rod. Considering tension,
p= 4 (D*-A)0,
a
The coupler is made of cast iron (S,, = 200
N/mm?) and factor of safety is 5. Therefore,
= See = 200 «49 mm?
Gs) 5
Substituting the above value in Eq. (i),
— 427) (40)
30x10°) = Zp?
(50x10°) 4
or, D= 57.93 or 60 mm (a)
‘The standard proportion for D is from 1.25 d to
1.5 d. Or,
D=1.25 d= 1.25 (42)= 52.5 mm
D=15d =15 (42)= 63mm (b)
From (a) and (b), it is decided that the dimension
D should be 60 mm.
The coupler nut is subjected to direct tensile stress
as well as torsional shear stress due to torque M,.
Step VII Check for Design
D_ 60
M,=205 800 Nimm r= == 30mm
y= RDA =a) _ a(60' — 424)
32 2
= 966854.98 mm*aa
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book.Threaded Joints 257
P
Fig. 7.36
Soluti
Given P;
25kKN P=SKN (f)~=2.5
00 Nim? k? = 2.5k;,
Step 1 Permissible tensile stress
Sy _ 400 .
(ymax. = 25 = 160 N/mm’
Step II Resultant load on bolt
KL = 25kh
= Ln Ki
an o( qe) = 6000)
= 1428.57N
Py = P,+ AP =2500 + 1428.57 = 3928.57 N
Step III Size of bolt
The tensile stress area A of the bolt is given by,
B, 3928.57
P= Ones, oF 4 = 160
A= 24.55 mm?
From Table 7.1, a bolt with threads M8 (4 =
36.6 mm”) is suitable for this application.
718 BOLTED JOINT UNDER
FLUCTUATING LOAD
In many applications, the extemal force acting on
the bolted joint fluctuates between two limits. The
endurance limit is the criterion of failure in these
applications. The endurance limit of the bolt is
determined by the procedure discussed in Chapter
5. This involves the use of the surface finish
factor, the size factor, the reliability factor and the
modifying factor to account for stress concentration.
The fatigue stress concentration factors (K;) for the
threaded parts are given in Table 7.6. According
to SAE and metric specifications, bolt grades are
numbered as per tensile strength. Higher the tensile
strength, more is the grade number. Cutting is the
simplest method of making threads. However, rolled
threads have smoother thread finish than cut threads.
Rolling also provides an unbroken flow of material
grain in the thread region. Therefore, rolled threads
are preferred for applications subjected to fluctuating
loads. After determining the endurance strength,
Goodman diagram is constructed. The following
points should be noted in finding endurance limit of
threaded fasteners:
(i) It is not necessary to consider surface finish
factor separately. It is incorporated in fatigue
stress concentration factor.
(ii) The size factor is taken as 1 for axial
loading.
(ii) The reliability is assumed as 90% for finding
reliability factor.
A typical analysis of bolt failures indicate that
(i). 15% failures of bolt occur at the fillet under
the head
(ii) 20% failures of bolt occur at the end of
threads on the shank
Gii) 65% failures of bolt occur in the threads that
are in contact with the nut
Table 7.6 Fatigue stress concentration factors (Ky) for threaded parts
SAE grade Metric grade “Rolled threads Cut threads Fillet |
0102 361058 22 28 21
4108 66 1010.9 3.0 38 23aa
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book.Threaded Joints_261
Step IV. Size of bolt
Since
or
or 2464.5 _ 630 (5000/4)
4 5.9(2)
2464.5 423.73 2888.23
AT 258.9 = ot = = 53.39
A=54.1 mm?
From Table 7.2, a bolt with fine threads
M10 x 1.25 (4 = 61.2 mm) is suitable for this
application
Example 7-19 4 bolted assembly is subjected
fo an external force, which varies from 0 t0 10 KN.
The combined stiffness of the parts, held together
by the bolt, is three times the stiffness of the bolt.
The bolt is lly so tightened that at 50%
overload condition, the parts held together by the
bolt are just about 10 separate. The bolt is made
of plain carbon steel SOC4 (Sy = 660 N/mm? and
S,, = 460 Nimm?). The fatigue stress concentration
‘factor is 2.2 and the expected reliability is 90%.
The factor of safety is 2. Determine the size of the
bolt with fine threads.
Solution
Given P=0to 1OkN (f)=2
For bolts, 5,,= 660 N/mm? _S,,= 460 N/mm?
K-22 R=90% kf = 3k;
Step I Endurance limit stress for bolt
5 Sy, = 0.5(660) = 330 N/mm?
0
(134.54)S,
Goodman line
The surface finish factor is incorporated in the
fatigue stress concentration factor. The size factor
is 1 foraxial load,
For 90% reliability,
897
kK, == 1 = 0.545
aK 227°
K,K KaS. = (1.0)(0,897) (0.4545)(330)
34.54 Nimm?
Step II Construction of Goodman diagram
At 50% overload condition, the extemal force will
be (1.5% 10) or 15 KN. From Eq. (7.25),
Pnw. =P, (“*)
or (15 10°) = »( Hee)
P,=11250N
Similarly,
ky) _(_&
Kee) ky + Bk
The maximum and minimum forces in the bolt
are given by
Pray =P; + (0.25) P
= 11 250 + (0.25(10 000) ~ 13 750. N
= P, + (0.25)(0)
11 250 + (0,25)(0) = 11 250N
% Pmax.* Prin)
= (13 750 +11 250) = 12 250 N
P= Pras ~ Prin)
= % (13 750 — 11 250) = 1250 N
The Goodman diagram for this example is
shown in Fig. 7.40.
5 = 0.25
P,
Paa
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The solution is obtained by Eg. (7.30).
From Eq. (7.30),
1g, = Sa (RIA) _ 900 ~ (326 725.64/4)
@ "1+ Su/S.) 1+ (900/136.36)
_ 900 ~ (326 725.64/A)
76
Step VI Size of bolt
‘ S. S,
Sine 0, == Sil ae,
) A (fh
or 25132.74 _ 900 - (326 725.64/ A)
A 7.60.5)
25132.74 28 660.14
aay ae = 78.95 — a
or 53792.88 _ ag 95
4
A= 681.35 mm?
There are 8 bolts. Therefore, the area of each
bolt is given by,
A= as 85.17 mm?
From Table 7.2, bolts with fine threads M12 x
1.5 (A = 88.1 mm’) are suitable for this application.
Example 7.22 Figure 7.43 shows the arrange-
‘ment of supporting a machine weighing 200 kg at
a distance of 1 m from the nearest point of support.
The operation of the machine creates a rotating
unbalanced force of 2000 N in the plane of the
{figure and at the position of the machine. The speed
af rotation is 14 rpm. The weight of the channel is
20 kg/m. Two bolts, denoted by 1 and 2, hold the
channel to the main frame. The bolts are located at
35 and 270 mm from the nearest point of support.
The following data is given for the bolts:
Ultimate tensile strength = 960 MPa
Yield point strength = 850 MPa
Endurance limit in bending = 500 MPa
Fatigue stress concentration factor = 3.0
Factor of safety = 2
The initial preload in each bolt is 55 KN. The ratio
of stiffness of the parts held together by the bolts to
the stiffness of the bolts is 3.
Assume Goodman line as the criterion of failure.
Determine the size of the bolts.
50 N/mm?
00 N/mm? (fs) = 2 K,=3
P,= 55 KN
Step 1 Endurance limit stress for bolt
Si=500MPa or 500 Nimm?
11
Kaa Rng
S. = KyS{ =(1/3)(S00) = 166.67 Nimm?
Step I Analysis of forces
As shown in Fig 7.44, when the load tends to tilt
the bracket about the nearest point of support C,
each bolt is stretched by an amount (6), which is
proportional to its distance from the tilting edge.
235 35
oe
Fig. 7.44
or, 6h, and xh
ah
6 f)
It is assumed that the bolts are identical.
Therefore,
PL AL
6-42 nd 6 = BE
& LF
steak (b)
a7 B )aa
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book.‘Threaded Joints 269
Step II Permissible stress amplitude
The co-ordinates of the point C (Sq S,) are
obtained by solving the following two equations
simultaneously:
sme
780 86.67
©
34361.17
tS.)
where A is tensile stress area of the bolt.
‘The solution is obtained by Eq. (7.30).
From Eq. (7.30),
Sy - (RA) _ 780-(34 361.17/4)
1+(Sy/S,)_1+(780/86.67)
_ 780 - (34361.17/ 4)
_ 10
S,
Step1V_ Size of tlt
Since oo, Sa Sa
“ (fs) Us)
es 1202.64 _ 1 [ 780—(34361.17/4)
A 7 10
1202.64 _ 1718.06
A ea
2920.7
or == 39
A=7489 mm?
From Table 7.2, bolts with fine threads M12 x 1.5
(4= 88,1 mm?) are suitable for this application.
Short-Answer Questions
7.1 What is threaded joint?
7.2 What are the advantages of threaded joints?
7.3. What are the disadvantages of threaded joints?
1.4, What is a through bolt?
7.5 What is a machine bolt?
7.6 What is an automobile bolt?
7.7, What is a tap bolt?
7.8 What is a cap screw?
7.9. When do you use tap bolts and cap screw?
7.10 What is a stud?
7.11 Why is hexagonal head preferred for cap
screw instcad of square head?
7.12 What is a setscrew?
7.13. What is bolt of uniform strength?
7.14 What are the methods of preventing loosening
of threads between the nut and the screw?
7.15 What is lock nut? What is the principle of
lock nut?
7.16 What is a castle nut? Why is it called castle
nut?
7.17 What is a split pin?
7.18 How is locking of threads obtained in castle
nut?
7.19 Whats a split nut?
7.20 How is locking of threads obtained in split
nut?
7.21 What is nominal diameter of screw thread?
7.22 What is root diameter of screw thread?
1.23 What is pitch diameter of screw thread?
7.24 Whatis pitch of screw thread?
7.25. What is lead of screw thread?
7.26 What is thread angle of screw thread’?
7.27 What is magnitude of thread angle of ISO
metric thread?
7.28 What is tensile stress area of screw thread?
7.29, What are the advantages of coarse threads?
7.30. What are the advantages of fine threads?
7.31. What are the applications of coarse threads?
7.32. What are the applications of fine threads?
7.33 How will you designate ISO metric coarse
threads?
7.34 How will you designate ISO metric fine
threads?
7.35. What do you understand by ‘hard’ and ‘soft’
gaskets?
Problems for Practice
7.1 A gearbox weighing 7.5 KN is provided with a
steel eye bolt for lifting and transporting on the
shop-floor. The cycbolt is made of plain carbon,
steel 30C8 (S,, = 400 N/mm?) and the factor of
safety is , Determine the nominal diameter of
the eye bolt having coarse threads if,
d= 0.8d
where d, and d are core and major diameters,
respectively.
[3.66 mm]
7.2. A steam engine cylinder has an effective
diameter of 250 mm. It is subjected to aaa
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can be used where strength is required and
thin plates can be used at other places. The
rules of uniform cross-section and minimum
section thickness required for casting process
are not necessary for a welded design. The
designer has more freedom and flexibility in
the design of welded assemblies.
(iii) Welded assemblies are more easily machined
than castings.
(iv) The capital investment for a welding shop is
considerably lower than that for a foundry
shop. Here, the cost of pattern making and
storing is eliminated which reduces the cost
of welded structures.
‘Welded joints have the following disadvantages:
() As compared with cast iron structures,
the capacity of welded structure to damp
vibrations is poor.
ii) Welding results in a thermal distortion of the
parts, thereby inducing residual stresses. In
many cases, stress-relieving heat treatment is
required to relieve residual stresses. Riveted
or cast structures do not require such stress
relieving treatment.
(iii) The quality and the strength of the welded
joint depend upon the skill of the welder
It is difficult to control the quality when a
number of welders are involved.
(iv) The inspection of the welded joint is more
specialised and costly compared with the
inspection of riveted or cast structures.
Today, riveting has been superseded by welding
in metal working industries, ship building industries
and boiler manufacture, except for certain special
cases. Welding has also become the chief method to
make joints in steel structures in civil engineering.
8.2 WELDING PROCESSES
Welding processes are broadly classified into the
following two groups:
() Welding processes that use heat alone to join
the two parts.
(i) Welding processes that use a combination of
heat and pressure to join the two parts.
The welding process that uses heat alone is
called the fusion welding process. In this method,
the paris to be joined are held in position and
molten metal is supplied to the joint. Tae molten
metal can come either from the parts themselves
called ‘parent? metal or an external filler metal is
supplied to the joint. The joining surfaces of the
two parts become plastic or cven molten under
the action of heat. When the joint solidifies, the
two paris fuse into a single unit, Fusion welding is
further classified into the following three groups:
(i) Themnit welding
(ii) Gas welding
(iii) Electric arc welding
(i) Thermit Welding In this method, a mould is
prepared around the joint and thermit is placed in
the reservoir of the mould, Thermit consists of a
mixture of finely divided iron oxide and aluminum,
When thermit is ignited, there is chemical reaction,
which converts iron oxide into molten stec!, This
molien steel flows into the mould, melts the parts
and forms the joint on solidifying. The advantage of
thermit welding is that all paris of the weld section
are molten at the same time and coo! at a uniform
rate. This minimises the residual stresses induced
in the joint. Themit welding is used to weld
heavy sections such as rails in the field, where it is
uneconomical to transport welding equipment. It is
particularly suitable to join parts of large casting
or forging that are complicated to make in one
piece. Thermit welding is used to repair heavy steel
parts such as heavy machinery frames, locomotive
frames and ship structures, where it is not possible
10 relieve the siresses in the joints. Duc to uniform
rate of cooling, thermit welding is ideally suitable
for these assemblies.
(ii) Gas Welding In the gas welding process,
oxygen-hydrogen or oxygen-acetylene gas_is
burned in a torch to create a pointed flame. This
flame is directed upon the surfaces to be joined.
The intense heat of the flame heats the adjoining
parts of the joint to the fusion temperature and
simultaneously melts the welding rod to supply the
molten metal to the joint. A flux is used to remove
the slag. There is a basic difference between gasaa
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throat of the weld / to the plate thickness rin Eq.
(8.1), the strength equation of butt joint can be
written as,
P=o,tl (82)
where,
P = tensile force on plates (N)
; = permissible tensile stress for the weld
(N/mm?)
1 = thickness of the plate (mm)
There are certain codes, like code for unfired
pressure vessels, which suggest reduction in
strength of a butt welded joint by a factor called
efficiency of the joint. Where the strength is to be
reduced, Eq. (8.2) is modified and rewritten in the
following way,
P=o,thn (83)
where,
1) = efficiency of the welded joint (in
fraction)
Butt welded joint, when properly made, has
equal or better strength than the plates and there
is no need for determining the stresses in the weld
or the size and the length of the weld. All that is,
required is to match the strength of the weld
material to the strength of the plates.
Example 8.1 4 gas tank consists of a cylindrical
Shell of 2.5 m inner diameter. It is enclosed by
hemispherical shells by means of butt welded
Joint as shown in Fig. 8.6. The thickness of the
cylindrical shell as well as the hemispherical
cover is 12 mm. Determine the allowable internal
pressure to which the tank may be subjected, if the
permissible tensile stress in the weld is 85 Nimmt.
Assume efficiency of the welded joint as 0.85.
Fig. 86
Se
Given For shell, D=2.5m ¢=12mm
For weld, 6,=85 N/mm? = 0.85
Step Tensile force on plates
The length of the welded joint is equal to the
circumference of the cylindrical shell.
1= xD=n(2.5x 10)= 7853.98 mm.
From Eq. (8.3),
P=, tln =(85) (12) (7853.98) (0.85)
= (6809.4 x 10-)N
Step I Allowable internal pressure
Corresponding pressure inside the tan!
P _ (6809.4 10°)
—?
x 12
2p? = @sxid
4 as ’
given by
=1.39 N/mm?
8.7 STRENGTH OF PARALLEL FILLET
WELDS
A parallel fillet weld subjected to a tensile force P is
shown in Fig, 8.7(a). The enlarged view of the fillet
weld is shown in 8.7(c). There are two terms related
to the dimensions of the fillet weld, viz., leg # and
throat ¢. The size of the weld is specified by the leg
length. As explained in Section 8.3, the cross-section
of the fillet weld consists of a right-angled triangle
having two equal sides. The length of each of the
two equal sides is called a Jeg. As a mule, the leg
length h is equal to the plate thickness. The throat
is the minimum cross-section of the weld located at
45° to the leg dimension. Therefore,
t= hos (45°)
or
1= 0.707 h (8.4)
Failure of the fillet weld occurs due to shear
along the minimum cross-section at the throat. It
will be proved at a later stage in Section 8.7 that
for parallel fillet weld, the inclination of the plane
where maximum shear stress is induced, is 45° to
the leg dimension. The shear failure of the weld is,
shown in Fig. 8.7(b). The cross-sectional area at the
throat is (1) or (0.707 Al). The shear stress in the
fillet weld is given by,
__?
= V707
(8.5)aa
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book.Wetted and Riveted Joints 281
150 kN
t
i
100-1
T
150 KN.
Fig. 8.13,
Solution
Given P=150kKN h=Smm
Allowable shear load ~ 330 N/mm.
‘Step I Total length ofweld
It is mentioned earlier that the transverse fillet weld
is designed on the basis of shear stress. In such
cases, the stress in the fillet weld is considered
as shear stress on the throat for any direction of
applied load. With this assumption, the equations
derived for the parallel fillet weld are also
applicable to the transverse fillet weld.
Suppose Z is the total length of welds required
for the joint. Since the allowable shear load per mm
Jength of weld is 330 N, the required length of weld
is given by,
150x10°
bey 245455 mm @
Step IL Length of parallel fillet weld
From Fig. 8.13,
2x 1+ 100 (i)
From (i) and (ii),
2x 1+ 100 = 454.55
(7177.27 mm
Adding 15 mm for starting and stopping of the
weld run,
T= 177.27 +15 = 192.27 or 195 mm
8.9 MAXIMUM SHEAR STRESS
IN PARALLEL FILLET WELD
A double parallel fillet weld of equal legs subjected
to a force of (2P) is shown in Fig. 8.14(a). It is
required to find out the inclination (@) of the plane
in the weld, where maximum shear stress is induced
and also, the magnitude of the maximum shear
stress. The effect of bending is to be neglected. The
free body diagram of forces acting on the vertical
plate with two welds cut symmetrically is shown
in Fig. 8.14(b). The symbol x (cross) indicates a
fore perpendicular to the plane of paper, which
gocs away from the observer. The symbol © (dot)
indicates a force perpendicular to the plane of
Paper, which is towards the observer. The welds
are cut at an angle 6 with the horizontal. ¢ is the
width of plane that is inclined at angle @ with the
horizontal.
had
©
Fig. 8.14
In the triangle ABC (Fig. 8.14¢),
AB=BC=h
ZECD=45°
DE LBC
BC=BE+ EC
=BE+DE — (DE=EC)
= BD cos 6+ BD sin @
= BD (cos 6+ sin @)
on,
h= (sin 0+ cos 8)
Therefore,
(sind + cos®) enaa
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book.Welded end Riveted Joints 285
le 8.8 How much length of a 10 mm fillet
weld is required to weld the long side of an ISA
angle 150 x 75 x 10 to a steel plate with side welds
only? A static load of 125 kN acts through the
centre of gravity of the angle section which is 53.2
mm from the short side. The allowable load per mm
of the weld length is 665 N.
Solution
Given P= 125KkN
allowable load ~ 665 N per mm of weld
Step 1 Total iength of weld
The welded joint is shown in Fig. 8.18. The total
length (/) of two fillet welds is given by.
P 125x10" _ i g797
Py 665 eam
53.2
T
P
Fig. 8.18
Step I Weld lengths 1, and ly
J+ == 18797 mm @
From Eq. (8.19),
1hy,= bys or b (150 ~ 53.2) = (53.2)
96.81, = 53.25 (i)
From (i) and (ii),
1, = 66.67 mm — and
1, = 121.30 mm
8.12 ECCENTRIC LOAD IN
THE PLANE OF WELDS
The design of welded joint subjected to an
eccentric load in the plane of welds, consists
of calculations of primary and secondary shear
stresses. A bracket subjected to an eccentric force
P and attached to the support by means of two
fillet welds 7, and W;, is shown in Fig. 8.1%(a).
In such problems, the first step is to determine
the centre of gravity of welds, treating the weld
as a line. Suppose G is the centre of gravity of
two welds and ¢ is the eccentricity between the
centre of gravity and the line of action of force P.
According to the principle of Applied Mechanics,
the eccentric foree P can be replaced by an equal
and similarly directed force (P) acting through
the centre of gravity G, along with a couple (Mf
= P x e) lying in the same plane (Fig. 8.19(b)].
The effects of the force P and the couple M are
treated separately as shown in Fig 8.19(c) and (d)
respectively.
fa) ° “y “et (o)
Fig. 8.19 Analysis of Eccenirically Loaded Welded Jointaa
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Vertical component = 7, sin ¢
~ 1824.27 1094.56
N/mm?
sin (36.87) =
Horizontal component = 7, cos
— 1824.27 1459.41 Nimm?
cos (36.87) =
The primary shear stress C2) is vertically
upward. Therefore, the total vertical component is
given by,
(ese. 22) or (= 56
t
The resultant shear stress is given by,
nn?
Step IV Size of weld
‘The permissible shear stress for the weld material
is 100 N/mm?, Therefore,
2018.58
100 =
or ¢= 20.19 mm
t
and D507 ~ 0.107
Example 8.11 An eccentrically loaded bracket is
welded to the support as shown in Fig. 8.28, The
permissible shear stress for the weld material is 55
N/mm? and the load is static. Determine the throat
and leg dimensions for the welds.
= 28.56mm
25kN
490
Solution
Given P=25kN 1=55N/mm?
Step 1 Primary shear stress
There are two vertical welds W, and i”; and one
horizontal weld W3. By symmetry, the centre of
gravity G of the welds is midway between the
vertical welds.
or = F =50mm
Taking moments about the top weld and treating
the weld as a line,
(150 +150 +100) ¥ = (150) (75) + (150) (75)
+ (100) (0)
¥ =56.25mm (from the top weld)
‘The areas of the three welds are as follows:
4, = (150 ) mm?
50.) mn?
100 ¢) mm?
1 +4) +43 = (400 ) mm?
‘The primary shear stress in the weld is given by,
P_ 25000 62.5 a
ao P= 2500 25 Nia? @
A 4001 t
Step 11 Secondary shear stress
‘As seen from Fig. 8.28, A is the farthest point from
the centre of gravity and its distance ris given by
GA = Y(1S0— 56.25)? + (50)?
(150 ~ 56.25) 6=61.93°
50
¢=90-0=90- 61.93 = 28.07°
Therefore, the secondary shear stress % is
inclined at 28.07° with the horizontal,
e=50+ 100= 150mm
M-= Px e= (25000) (150) = 3 750 000 N-mm
Gy, G, and G, are the centres of gravity of the
three welds and the distances are as follows:
GG = (75 - 56.257 +(50)? = 534mm
7, =53.4mm
106.25 mm.
tan 6=
oy
n= GG 56.25 mm
From Eq. (8.25),
ices: P
waned] aeaa
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‘The primary shear stress in the welds is given
by,
gate 2 (2
‘4 G00) Vt
StepII Bending stress
Referring to Fig. 8.35, the moment of inertia of
four welds about the X-axis is given by
e ay id?
Tg = 2| — = =
12 t OOx [> lg
) Nmm? (i)
for
Y
Fig. 8.35,
Assuming b and d to be large as compared to
the throat dimension ¢ and neglecting the terms
containing ?, we have
Substituting the values,
[! 00)(150)? (150)?
2
From Eq, (8.28),
_ Myy _ (25000x500)(75)
7 (75) (50y¢
5555)q vec
Step III Maximum shear stress
From Eq, (8.29), the maximum shear stress in the
weld is given by,
z 2 2
( a 2 _ |( 555.55) | (50
2 ) +m) ( a Jt
= 2a! N/mm?
HHeseso7} mm’
op
Gi)
StepIV Size ofweld
Since the permissible shear stress in the weld is
15 Nimm?,
(24)=15 or ¢=3.76mm
7
k 76
0.707 0.707
and =5.3226mm
Example 8.15 4 circular beam, 50 mm in
diameter, is welded to a support by means of a fillet
weld as shown in Fig. 8.36. Determine the size of
the weld, if the permissible shear stress in the weld
is limited t0 100 N/mm’.
1
Solution
Given P=10KN t= 100 N/mm?
StepI Primary shear stress
From Eq. (8.27), the primary shear stress in the
weld is given by
P__ 10000
A xDt x50) ( t
10kN
Fig. 8.36
Ninn? @
Step IT Bending stress
Consider an elemental section of area 64 as shown
in Fig. 8.37. It is located at an angle @ with X axis
and subtends an angle 46.
yaa
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book.Welded and Rivet Joints 297
The endurance limit of the butt weld is given by,
Se=KK KK Se
= (0.52)(0. ssyo90n( 5 e225)
= 74.34 Nimm?
Step IT Permissible stress amplitude
0, on 7.17 N/mm?
Step I Length of weld
P 100000
o=G ot MIT= as
= 107.61 or 110mm
8.17 WELDING SYMBOLS
The complete information about the welded
joint is conveyed by the designer to the welding
operator by placing suitable welding symbols on
the drawings. The information includes the type of
welded joint, the size of weld, the location of weld
and certain special instructions?. The basic symbols
used to specify the type of weld are shown in
Fig. 8.42. The complete weld symbol consists of
the following elements:
Type of Weld | Symbol
Fillot ‘
Square Butt | TT
Singe v-Butt | “J
Double V-Butt|
Spot x
Seam xxx
Projection Aa
Fig. 842 Basic Weld Symbols
(i) abasic symbol to specify the type of weld;
Gi) an arrow and a reference line to indicate the
location of the weld;
(iii) supplementary symbols to indicate special
instructions such as weld-all-round, site
weld, finish, ete.; and
(iv) dimensions of the weld in cross-section and
length.
The weld symbols are illustrated in Fig. 8.43.
The location of the weld is indicated by an arrow
and a reference line. The head of the arrow
indicates the reference side of the joint. When
the weld symbol is below the reference line, the
weld is made on the same side of the joint as the
arrowhead. When the weld symbol is above the
dn le he Ler cee em
(9) Double Fil
IN
(d) Double v-Butt Weld
t Wold (b) Single Fillet Weld
ee ae
(€) Lap jeint
(©) Sing’e V-Butt Weld
(9 Edge joint
Fig. 843 Weld Symbols
reference line, the weld is made on the other side of
the joint opposite the arrowhead. The dimensions
given in the fillet weld indicate the leg dimensions.
The length of the weld is indicated on the right
31S 813-1986: Scheme of symbols for welding,
hand side of the symbol. If nothing is specified,
means that the weld is continuous along the entire
length of the joint.aa
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book.Welded and Riveted Joints _301
(i)
Git)
dy)
)
wi)
to increase the plate thickness to compensate
for this loss. Therefore, the thickness of the
plate or part is more in case of riveted joint
compared with corresponding thickness of
parts in case of welded joint. In addition,
the weight of rivet is more than the weight
of weld. It is estimated that rivets account
for 3.5 to 4 per cent of the weight of the
structure, while the weight of weld material
comes only to 1 to 1.5 per cent. Increased
material required for rivet and additional
plate thickness increase the material cost of
riveted joints. In addition, overlapping strap-
plates are required in some types of riveted
joints,
The labour cost of riveted joins is more
than that of welded joints. Riveted joint
requires higher labour input due to necessity
to perform additional operations like layout
and drilling or punching of holes. Besides,
the process of riveting is much more
complicated and less productive compared
with welding operation.
The overall cost of riveted joint is more than
that of welded joint due to increased metal
consumption and higher labour input, On
the other hand, welding is cheaper compared
with riveting.
Riveted assemblies have more weight
than welded assemblies due to strap-plates
and rivets. Welded assemblies result in
lightweight construction.
Riveting process creates more noise than
welding due to hammer blows.
Holes required to insert rivets cause
stress concentration. However, in many
applications, plates are made of ductile
material like mild steel and the effect of
stress concentration is reduced due to plastic
flow in the vicinity of the holes. Stress
concentration also exists in the rivet at the
junction between the shank and head. When
riveted joint is subjected to variable external
load, vibrations or temperature variation,
fatigue failure may occur in the regions of
stress concentration.
8.20 TYPES OF RIVET HEADS
There are number of shapes for the head of
the rivet. The most popular type of rivet head
is snap head as shown in Fig. 8.46(a). It is also
called bution head. Riveted joint with a snap
head has strength and fluid tightness. It is used in
boilers, pressure vessels and general engincering
applications. Its main drawback is the protruding
head, which is objectionable in some cases. Pan
head rivet, illustrated in Fig. 8.46(b), consists of
frustum of cone attached to the shank. It is also
called cone head rivet. Pan head rivets are mainly
used in boilers and ship hulls and are ideally suited
for corrosive atmosphere. Its main drawback is the
protruding head. In applications where protruding
head is objectionable, countersunk head rivet as
shown in Fig. 8.46(c), is employed. The riveted
joints with snap and countersunk head rivets are
illustrated in Fig. 8.47. Countersunk head rivets
are used in structural work and ship hulls below
the waterline. The countersunk hole weakens the
plates or parts that are assembled to a great extent.
Therefore, countersunk head rivets should be used
under unavoidable circumstances. The flat head
rivet is shown in Fig. 8.46(d). The height of the
protruding head is less than that of snap head
rivet or pan head rivet, It does not weaken the
plate being assembled. They are used for general
engineering applications. Flat head rivets of small
sizes are called tinmen’s rivets, which are used
in light sheet metal work such as manufacture of
buckets, steel boxes and air conditioning ducts. A
combination of countersunk head and snap head
is shown in Fig. 8.46(e). It is also called half
countersunk head. The height of the protruding
head is less than that of snap head rivet. It is used
for joining steel plates up to 4 mm thicknessaa
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book.Welded and Riveted Joinis 305
Atypical riveted joint used in construction work
such as bridges, trusses and cranes is shown
Fig. 8.53. Itis known as diamond joint because the
rivets are arranged in a diamond shape. It is also
called Lozenge joint. This type of joint results in
economical construction because a plate of smaller
width is required for this joint. Lozenge joint is
often called ‘economical’ joint.
CPG,
=> @
@
2 6 @
©e@@
®
©
Coes oc
a @ @
ee
8.53 Diamond or Lozenge Joint
8.22 RIVET MATERIALS
Rivets used in most of the applications are made
of mild steel. There are two varieties of steel rivet
bars—hot rolled steel! rivet bar and high-tensile steel
rivet bar. Their chemical composition is as follows:
carbon = 0.23% (max)
sulphur = 0.05% (max)
phosphorus = 0.05% (max)
Mechanical properties" of steel rivet bars
are given in Table 8.4. Rivets used in corrosive
atmosphere are made of stainless steel. Rivets used
for connecting non-ferrous metals and soft materials
are made of copper, brass, bronze and aluminium
alloys. Structural joints made of aluminium alloy
sections employ duralumin rivets. When metal for
the parts being joined and rivet metal have different
electrochemical potentials, they form galvanic pairs
and accelerate the corrosion process. Therefore,
many times rivets are made of the same material as
the parts being joined.
Table 84 Mechanical properties of steel rivet bars
Grade Sy(Nimm?) S,, (Nim?) S,, (N/mm) Elongation (%) |
1. Hot rolled steel rivet bar :
6-12 mm dia 410-530 260 330 23
12-20 mm dia. 250
20-40 mm dia, 240
High tensile steol rivet bar
6-12 mm dia 460 310 370 n
12-20 mm dia 300
20-40 mmm dia. 280
Steel rivet bar for boiler of
Grade S137 BR
0-20 mm dia 360-440 220 6
> 20mm dia, 200
4, Steel rivet bar for boiler of
Grade St 42 BR
0-20 mm dia 410-300 250 . 2B
20 mm dia. 240 240
'S,,.= ultimate shear strength
IS 1148-1982: Specification for hot rolled stee! rivet bars for structural purposes.
"2 I$ 1149-1982: Specification for high tensile steel rivet bars for structural purposes.
'3 1§ 1990-1973: Specification for steel rivet and stay bars for boilers.aa
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book.Welded and Riveted Joints 309
the diameter of the rivets;
the thickness of the plates;
the dimensions of the seam, vi
and
(iv) the efficiency of the joint.
p. p,andm:
THETA
Fig. 8.60
Given P=250KN w= 200mm
9,~70N/mm? t= 60 N/mm? g,~ 100 N/mm?
Step Diameter of rivets
There are five rivets subjected to double shear.
From Eq. (8.36),
P,=2 [E en]
4
or (250x103) =2 [Ee (coy6)|
d= 23.03 or 25 mm @
Step IL Thickness of the plates
In case of tension in the plate, the first thought is
to investigate the section-XX passing through the
centres of the three holes as shown in Fig. 8.60.
This section has minimum cross-sectional area.
However, if the main plate is to break at this
section, the two-hole section, denoted by YY, must
also fail before the joint will break. This failure at
the section-YY may be due to shear failure in two
rivets or crushing failure in the plate at two holes.
On the other hand, the plate might fail in tension
at the two-hole section without affecting the three-
hole section. Therefore, strength equations are
wrilten for two-hole sections rather than three-hole
sections. Or,
(w—2d) 10,=P
or (200-2 x 25) (70) = 250 x 10?
1=23.81 or 25 mm (i)
Step INL Pitch of rivets
The pitch of the rivets is given by,
width of plate _ 200
= ees = = 66.67
= Sumber of rivets 3 OOOT
or p=65mm
As mentioned in Section 8.19, the dimensions of
the seam are as follows:
Sd = 1.5(25) = 375 or 40 mm
= 06p = 0.6 (65)= 390r 40 mm (iti)
Step IV Efficiency of joint
From Eqs (8.36), (8.37) and (8.38),
P,=2 [5 #r] =2 5 sy |
= 294 524.31N (a)
P,= (ov ~ 2d) to, = (200 - 2 x 25)(25)(70)
262 500 N (b)
P. =dto, n= 25 (25)(100)(5) = 312 500 (c)
From (a), (b) and (c), the lowest strength is
262 500 N. The strength of the solid plate is given
by,
P= wt o,= 200 (25) (70) = 350 000 N
Therefore, the efficiency of the joint is given by,
262 500
= 0.75 13%
7 350 000 “ o
Example 8.20 Two tie-bar plates of a bridge
Structure, 250 mm wide and 20 mm thick, are
fo be connected by a double-sirap butt joint as
shown in Fig. 8.61. The rivets and the plates are
made of steel. The permissible stresses in tension,
shear and compression are 60, 60 and 120 N/mun’?
respectively.
(i) Determine the diameter of the rivet by using
the following empirical relationship,
d= 6vt
where tis the plate thickness.
(ii) Determine the number of rivets by equating
the strength of the plate with the strength ofaa
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book.320 _Design of Machine Elements
For end joints
m=0.5n or 0.42 (whichever is less)
Knowing efficiency of the joint and rivet
diameter, the pitch of rivets is calculated by Eq.
(8.59).
(@) Number of Rows Referring to Fig. 8.65, the
number of rivets in one row is given by,
x(D, +1)
ae (8.60)
A
where,
n= number of rivets in one row
The number of rows is given by,
total number of rivets in joint
Number of rows ~
number of rivets in one row
or
Number of rows =
n
After determining the number of rows, the type
of joint such as single-riveted lap joint or double-
riveted lap joint is decided. The pitch is again
readjusted. The pitch p; obtained by the above
procedure has minimum and maximum limits like
the pitch of longitudinal joint.
From Eqs (8.48) and (8.49),
Pr a
Prax, = Ct+ 41.28
The minimum limit is set from considerations of
‘manufacturing the rivet head, while maximum limit
from considerations of obiaining leakproof joint.
(8.61)
(vi) Transverse Pitch Figure 8.66 shows a double-
riveted circumferential lap joint for a cylindrical
pressure vessel. The transverse pitch (p,) is the
,
blest ld iad)
Fig. 8.66 Double-riveted Circumferential Lap Joint
distance between two rows of rivets. The overlap of
the plate, denoted by a, is given by,
a=p,+2m (8.62)
where,
m= margin
The number of rivets in each row is equal. From
Eqs. (8.50) and (8.51), (For zig-zag riveting)
2, =0.33p + 0.67d
(For chain riveting)
pn 2d
The margin m is given by,
m=1Sd
Example 8.23 4 cylindrical pressure vessel with
‘m inner diameter is subjected to internal steam
pressure of 1.5 MPa, The permissible stresses
for the cylinder plate and the rivets in tension,
shear and compression are 80, 60 and 120 N/mm?
respectively. The efficiency of longitudinal joint can
be taken as 80% for the purpose of calculating the
plate thickness. The efficiency of circumferential
lap joint should be at least 62% Design the
circumferential lap joint and calculate:
(i) thickness of the plate;
(ii) diameter of the rivets;
(iii) number of rivets;
(iv) pitch of rivets;
(v) number of rows of rivets; and
(vi) overlap of the plates.
Soluti
Given For vessel, D,=1m_ P,=1.5MPa
9,=80N/mm? 7=60N/mm? 0, = 120 Ninm?
For longitudinal joint, 7 = 80%
For circumferential joint, 1, = 62%
Step 1 Thickness of pate
From Eq. (8.43),
= PRL ca. 1511000)
20,9 2(80)(0.8)
= 13.72 or 14mm a
Step IL Diameter of rivets
1>8mm
From Eq. (8.45),
d=6 Vi=6V14 =22.45 or 23mmaa
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book.324 Design of Machine Elements
Therefore,
PR’ Bit Pf'= Cr = 25(100) = 2500 N
Step II Resultant shear force
The primary and secondary shear forces are
shown in Fig. 8.69(b) and (c). It is observed from
the figure that rivet-2 is subjected to maximum
resultant force. At rivet-2, the primary and
secondary shear forces are additive. Therefore,
PS + Py 1250 + 2500 = 3750 N
StepIV Diameter of Rivets
oy Xp
er 50 = — d°(60)
a or 3750= 5 )
d=892 or
le 8.27 4 bracket is atiached to a steel
channel by means of nine identical rivets as shown
in Fig. 8.70. Determine the diameter of rivets, if the
permissible shear stress is 60 N/mm.
9mm
100
100
Solution
Given P=50KN ¢=300mm = t= 60 Nimn?
Step] Primary shear force
From Eq, (8.63),
Pl= P=
°* (No. of rivets)
.
= GON) 5555.56
Step Secondary shear force
By symmetry, the centre of gravity G is located at
the center of rivet-5. The radial distances of rivet
centres from the centre of gravity G are as follows:
rs=0
ry = fe =rg= r= 100 mm
r= 7 =r, = VL00" +1007
‘The primary and secondary shear forces acting
on rivets 3, 6 and 9 are shown in Fig. 8.71.
3
Ain
rs
ot
ro
9
> i
Fig. 8.71
n 14142mm
100
tan@=—— or 9=45°
100,
From Eq, (8.65),
Pe
co 2
(oP trp et)
(50. 10°)(300) _
(4x 100? +4 «141.42? +1x 0°)
‘Therefore,
P= Cry = 125 (141.42) = 1767.5 N
Pé'= Crs = 125(100) = 12500 N
By'= Cry = 125(141.42) = 17677.5N
Step WE Resultant shear force
The resultant force P, is given by,
P;= \(Rsin 8 + (Pecos 8+ BP
= yil7 677.5sin(45°)P +[17 677.5 cos(45)° + 5555.5
= 21960.1.N
The resultant force P, is equal to the resultant
force Pyaa
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book.328_Design of Machine Elements
8.14 A pressure vessel of the boiler consists of
cylindrical shell of 0.8 m inner diameter. It
is subjected to internal steam pressure of 2
MPa, Triple-riveted double-strap longitudinal
butt joint is used to make the shell. The straps
are of unequal width. The pitch of the rivets
in outer row is twice of the pitch of rivets in
middle and inner rows. A zig-zag pattern is
used for arrangement of rivets. The efficiency
of the joint should be at least 80%. The
corrosion allowance is 2 mm. The permissible
stresses for rivets and shell in tension, shear
and compression are 80, 60 and 120 N/mm?
respectively. Calculate:
G)_ thickness of the shell:
Gi) diameter of the rivets;
(iii)_ pitch of the rivets in outer row;
(iv) distance between outer and middle
rows,
() distance between middle and inner
rows,
(vi) thickness of inner strap;
(vii) thickness of outer strap; and
(viii) efficiency of the joint.
[@ 14.5 or 15 mm (ii) 23.24 or 24 mm
(iii) 130 mm (iv) 53.6 or 55 mm (v) 37.53
or 40. mm (vi) 11.25 or 12 mm (vii) 9.38
or 10 mm (viti) 81.5476]
8.15 A cylindrical pressure vessel with a 0.8 m
inner diameter is subjected to an intemal
steam pressure of 2 MPa. The permissible
stresses for cylinder plate and rivets in
tension, shear and compression are 80, 60
and 120 N/mm? respectively. The efficiency
of longitudinal joint can be taken as 80%
for the purpose of calculating the plate
thickness. The corrosion allowance is 2
The efficiency of circumferential lap
int should be at least 62%. Design the
circumferential lap joint and calculate:
(®) thickness of the plate;
Gi) diameter of the rivets;
(iii) number of rivets;
(iv) pitch of the rivets;
(v) number of rows of rivets; and
(vi) overlap of the plates.
[() 14.5 or 15 mm (ii) 23 mm (iii) 42
(iv) 60 mm (v) I (vi) 70 mm)
8.16 A bracket is attached to a vertical column
by means of six identical rivets as shown
in Fig. 8.81. It is subjected to an eccentric
force of 60 KN at a distance of 200 mm from
the centre of the column, The maximum
permissible shear stress for the rivets is
150 N/mm’.
(i) Which rivet is subjected to maximum
shear force?
(ii) What is the magnitude of maximum
force?
(iii) Determine the diameter of rivet.
[@ Rivet-2 or 4 (ii) 35.38KN (iii) 17.33 mm]
lesen
75]
75}
Fig. 8.81
8.17 A bracket is attached to a horizontal column
by means of three identical rivets as shown
in Fig, 8.82. The maximum permissible
shear stress for the rivets is 60 N/mm”,
Uf 3aa
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book.382_Design of Machine Elements
When the shaft is subjected to pure bending
moment, the bending stresses are given by,
= Moy
32M,
or, o,=
b= eB
When the shaft is subjected to pure torsional
‘moment, the torsional shear stress is given by,
(9.2)
16M,
a @3)
When the shaft is subjected to combination
of loads, the principal stress and principal shear
stress are obtained by constructing Mohr’s circle
as shown in Fig. 9.2. The normal stress is denoted
by @, while the shear stress, by 7. We will consider
two cases for calculating the value of
t
{o,2) | (ov2)
Fig.9.2 Mohr’s Circle
Case I In this case, the shaft is subjected to a
combination of axial force, bending moment and
torsional moment.
6,
= 9,+ 6, Oo)
Case In this case, the shaft is subjected to a
combination of bending and torsional moments
without any axial force.
,= 9, @3)
The values of ¢, and o, in Eqs (9.4) and (9.5)
are obtained from Eqs (9.1) and (9.2) respectively.
The Mobr’s circle is constructed by the
following steps:
(Select the origin O.
(ii). Plot the following poi
OA-o, MB-t OD-+
Join DB. The point of intersection of DB and
OAs E.
(iv) Construct Mohr’s circle with £ as centre and
EB as radius.
The principal stress 0; is given by,
o,= OF = OF + EF= 0 +EB
+ @h3)-0
The principal shear stress Zax is given by,
nus, = EA = EB
(
(9.6)
2 (0.7)
Equations (9.1) to (9.7) are fundamental
equations for design of shafts. However, every
time, it is not necessary to use all these equations.
For the design of shafts, simple expressions can be
developed by combining the above equations. The
shaft can be designed on the basis of maximum
principal stress theory or maximum shear stress
theory. We will apply these theories to transmission
shaft subjected to combined bending and torsional
moments.
5
a ie} +7
() Maximum Principal Stress Theory The
maximum principal stress is 0}. Since the shaft
is subjected to bending and torsional moments
without any axial force,
@)aa
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book.336 _Design of Machine Elements
Step IV Shaft diameter
From Eq. (9.10),
Tax = Je V4 04)?
ad
16 > >
66.67 = —z V1 185 625.45)° + (330 88:
and’
d=45.47 mm.
Example 9.2 The layout of a shaft carrying ovo
pulleys T and 2, and supported on two bearings A
and B is shown in Fig. 9.4(a). The shaft transmits
7.5 kW power at 360 rpm from the pulley 1 t0 the
pulley 2. The diameters of pulleys 1 and 2 are 250
mm and 500 mm respectively. The masses of pulleys
1 and 2 are 10 kg and 30 kg respectively. The belt
lensions act vertically downward and the ratio of
belt tensions on the tight side to slack side for each
pulley is 2.5:1. The shaft is made of plain carbon
steel 40C8 (Sy = 380 Nimm?) and the factor of
safety is 3. Estimate suitable diameter of shaft.
If the permissible angle of nwist is 0.5° per metre
length, calculate the shaft diameter on the basis of
torsional rigidity. Assume G = 79300 N/mm”.
250 500 250
bf
ious Py Py” Pe Ps
‘9529275
a
Fig.9.4
337 775
S,= 380 Nimm? (8) =3
Forbeltdrive, P;/P, = 2.
G=79300 N/mm? @= 0.5° per metre length
StepI Permissible shear stress
Se _ 05S _ 0.5(380)
qe SS = 63.33N/Anm?
6) 3
Step IT Torsional moment
_ 60 10°)
2an
= 198 943.68 N-mm.
Step I Bending moment
For the pulley 1,
(P, — Pa) X 125 = 198 943.68
_ 60x 10°(7.5)
2(360)
(P,-P2)= 1591.55N @
Also, (b)
From Eqs (a) and (b),
P,=2652.58N and P;= 1061.03 N
‘The weight of the pulley is given by,
W,= mg~ 109.81) - 98.1N
The total downward force acting at the centre
line of the pulley 1 is given by,
(P, + Py W,) = 2652.58 + 1061.03 + 98.1
3811.71N
‘The bending moment at the bearing A is given by,
(My)up 4 = 3811.71 x 250 = 952 927.5 N-mm
For the pulley 2,
(P,— P,) x 280 = 198 943.68
(P,- P,) = 795.77 N ©
Also, @
From Eqs (c) and (4),
P= 1326.29 N and P, = 530.52 N
The weight of the pulley is given by,
W,, = mzg = 30(9.81) = 2943 N
‘The total downward force acting at the centre
line of the pulley 2 is given by,
(Py+Py+ Wy) = 1326.29 + 530.52 +2943
=2151.11N
‘The bending moment at the bearing B is given by,aa
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AG,
1358 124 N-mm
M,= 381 971.86 N-mm
Step IV Shoft diameter
From Eq. (9.15),
16
a
Vy M py? + MP
16 a Saddsaldb§a @GniSviga
(1.5 x 1358124)° + (1.5 x 381971 86)
(94.5)
or d=48.5 mm
Example 9.6 4 transmission shaft supporting
ahelical gear B and an overhung bevel gear D is
shown in Fig. 9.10. The shaft is mounted on two
bearings, A and C. The pitch circle diameter of
the helical gear is 450 mm and the diameter of
the bevel gear at the forces is 450 mm. Power is
transmitted from the helical gear to the bevel gear.
The gears are keyed to the shaft. The material of
the shaft is steel 45C8 (S,, = 600 and S,, = 380 N/
mm?), The factors k, and k, of ASME code are 2.0
and 1.5 respectively, Determine the shaft diameter
using the ASME code.
Fig. 9:10
600 Nimm? S,,= 380 N/mm?
k=20 k,=15
For gears,(d’,), = 450mm (d’,), = 450mm
Step Permissible shear stress
0.30 S,, =0.30(380) = 114 N/mm?
0.18 S,, = 0.18(600) = 108 N/mm?
The lower of the two values is 108 N/mm? and
there are keyways on the shaft.
Tmay, 7 0.75(108) = 81 N/mm?
Step It Bending moment
The forces and bending moments in vertical and
horizontal planes are shown in Fig. 9.11. The
resultant bending moments at B and C are as
follows:
ALB, My = (158 752)? + (208374)
= 261 957.85 N-mm
AtC, My = ¥ (61500)? + (256 000)?
= 263 283.59 N-mm
‘Vertical plane
(396.87 33.13 210
Horizontal plane
520.94 60750 640
Neen
Step HII Torsional moment
M, = 640 x 225 = 144 000 N-mmaa
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book.344 _Design of Machine Elements
stress theory. Let us assume that the hollow shaft
is subjected to combined bending and torsional
moments without any axial force and apply these
theories of failures.
() Maximum Principal Stress Theory Substituting
Egs (9.18) and (9.19) in Eq. (9.20),
1M, |, 16M, Fas 16M, |
~ |xdil-C) nd3(\~C*), ndl-C),
or, o>
16 3 >
Balen i NOU HOY |
(9.22)
Ss,
yt
Also, 1" (By
Sw
Therefore, — =
)
16 Jonrrone
| a, + oP +, 9.23)
wl b+ VMY +C *] 623)
Equation (9.23) can be used to determine the
outer diameter of the hollow shaft on the basis of
maximum principal stress theory.
(ii) Maximum Shear Stress Theory Substituting
Eqs (9.18) and (9.19) in Eq. (9.21),
16m, | 16m, |
Fm Vaa-C)| ~ leat UC)
16 a
OF Tee = Ht LM) +(M,)° | (9.24)
Also, Sux, =
Therefore,
0.55, 16
“@ 7a [a4 +4? ] 6.25)
It is observed from Eqs (9.8) and (9.22) that
expressions for 6, for solid and hollow shafts are
similar except the term (1 - C*). The expressions
for Tjqx, are also similar for solid and hollow shafts
except the term (1 — C*).
9.6 DESIGN OF HOLLOW SHAFT ON
TORSIONAL RIGIDITY BASIS.
The design of hollow shaft on the basis of torsional
rigidity is govemed by the permissible angle of
twist per metre length of shaft. The angle of twist
9, (in radians) is given by,
Me
IG
Converting 6, from radians to degrees (8),
180) Mt
fe (2) IG ©
For hollow circular cross-section,
(dj ~di') _ w(d} - C*d})
nr 32
8
ads(i-C*)
or, J 32 )
‘Combining Eqs (a) and (b),
584 Ml
Gasl-c*)
Equation (9.26) is used to design the hollow
shaft on the basis of torsional rigidity.
Example 9.10 4 propeller shaft is required to
Transmit 43 EW power at 500 rpm. It is a hollow
shaft, having an inside diameter 0.6 times of outside
diameter: It is made of plain carbon steel and the
permissible shear stress is 84 Nimm?. Calculate the
inside and outside diameters of the shaft.
0.26)
Solution
Given iW = 45
d,=06 d,
Step 1 Torque transmitted by shaft
— 60x 10°(kW) _ 60% 10°(45)
‘ 22(500)
1= 84 N/mm?
n= 500 rpm
Qa
= 859 436.69 N-mm.aa
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book.348 Design of Machine Elements
hub prevents relative motion between the shaft
and the hub. The power is transmitted by means
of friction. Therefore, saddle keys are suitable for
light duty or low power transmission as compared
with sunk keys. The resistance to slip in case of
flat key is slightly more than that of hollow key
with concave surface. Therefore, flat saddle key
is slightly superior to hollow saddle key as far as
power transmitting capacity is concerned
Saddle key requires keyway only on the hub.
Therefore, cost of the saddle key joint is less than
that of sunk key joint. This is the main advantage
of the saddle key. The disadvantage of the saddle
key is its low power transmitting capacity. Saddle
key is liable to slip around the shaft when subjected
to heavy torque. Therefore, it cannot be used in
medium and heavy duty applications.
x4
Taper 1:100
,
i
Q
al
(=n)
9.10 SUNK KEYS
4 sunk key is a key in which half the thickness of
the key fits ino the keyway on the shaft and the
remaining half in the keyway on the hub. Therefore,
keyways are required both on the shaft as well as
the hub of the mating element. This is a standard
form of key and may be either of rectangular or
square cross-section as shown in Fig. 9.18. The
standard dimensions of square and rectangular
cross-section sunk keys are given in Table 9.3 given
on page 349. In sunk key, power is transmitted due
to shear resistance of the key. The relative motion
between the shaft and the hub is also prevented by
the shear resistance of key, Therefore, sunk key is
suitable for heavy duty application, since there is
no possibility of the key to slip around the shaft.
(e>h)
@) (b)
Section at XX
Fig. 9.18 (a) Square Key (b) Flat Key
It is a positive drive. This is the main advantage
of the sunk key over the saddle key. However, it
is necessary to cut keyways both on the shaft and
the hub. Therefore, the cost of the sunk key joint is
‘more than that of the saddle key joint.
Sunk keys with square or rectangular cross-
sections are widely used in practice. A sunk key
with rectangular cross-section is called a flat
key. The flat key has more stability as compared
with square key, Square keys are used in general
industrial machinery, Flat keys are more suitable
for machine tool applications, where additional
stability of the connection is desirable. While
selecting the square key without stress analysis,
the following rule of thumb may be used, “The
industrial practice is to use a square key with sides
equal 10 one-quarter of the shaft diameter and
length at least 1.5 times the shaft diameter”.
d
or, b=h= q
and 1=1Sd
where,
b= width of key (mm)aa
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Solution
Given kW=15 =720rpm_ S,,= 460 N/mm?
(A)=3) d=25mm
Step I Permissible compressive and shear stresses
Syo=Syy = 460 Nimim?
5, 2
Bec “ = 153.33 N/mm?
(f)
According {o maximum shear stress theory of
failure,
Sy =0.5 Sy = 0.5 (460) = 230 Ninm?
So 230 96.67 Nim?
(A) 3
Step Il Torque transmitted by the shaft
60x 10%(kW) _ 60%10°(15)
. Qnn 2x (720)
= 198 943.68 N-mm
Step HI Key dimensions
The industrial practice is to use a square key with
sides equal to one-quarter of the shaft diameter.
Therefore,
d_ 2
be = =6.25 or6mm
4
4
From Eq, (9.27),
2M, __2(198943.68) _
ca Ee oom)
From Eq. (9.28),
4M, _ 4098 943.58) 54.60 (4)
dh (15333)(25)(6)
From (a) and (b), the length of the key
should be 35 mm, The dimensions of the key are
66x35 mm.
Example 914 The standard cross-section for
@ flat key, which is fitted on a 50 mm diameter
shaft, is 16 X 10 mm. The key is transmitting 475
Nem torque from the shaft to the hub. The key is
made of commercial steel (S,, = 230 N/mm?)
Determine the length of the key, if the factor of
safety is 3.
Solution
Given M4,=475N-m_ 5,,=S,.= 230 Nimm?
(S)=3 d=50mm b= 16mm A= 10mm
Step I Permissible compressive and shear stresses
gett 22S 76.67 N/mm?
(BA) 3
According to maximum shear stress theory of
failure,
Sy =05 S,,=0.5 (230) = 115 Nim?
Sy _ US
oS => =3833N/mm?
(6) 3
Step It Key length
From Eq. (9.27),
2M, __20475x10')
tb @8.33)(50)6) om" @)
From Eq. (9.28),
3
4M, __AA7SX10) = 49.56 mm (6)
o,dh (76.67)(50)(10)
From (a) and (b), the length of the key should be
50 mm.
9.14 DESIGN OF KENNEDY KEY
The Kennedy key consists of two square keys as
shown in Fig. 9.24. In this case, the hub is bored
off the centre and the two keys force the hub and
the shaft to a concentric position. Kennedy key is
used for heavy duty applications. The analysis of
the Kennedy key is similar to that of the flat key.
Fig.9.24 Kennedy Key
It is based on two criteria, viz., failure due to shear
stress and failure due to compressive stress, The
forces acting on one of the two Kennedy keys are
shown in Fig. 9.25. Since there are two keys, theaa
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book.356 Design of Machine Elements
Step Ul Force required to shift gear
Due to torque M, a normal force P acts on the
splines. It is assumed that the force P acts at the
mean radius of the splines. Therefore,
M=PR, @
Rye PEE 892 98
4 4
Substituting the above value in Eq, (a).
pa Mi _ 936619-16 _ 99 736.42N
Rn 28
Friction force = uP ~ 0.06(22 736.42) = 1364.19 N,
The force required to shifi the gear is equal and
opposite of the friction force. Therefore, the force
required to shift the gear is 1364.19 N.
9.16 COUPLINGS
A coupling can be defined as a mechanical device
that permanently joins two rotating shafts 10 each
other. The most common application of coupling
is joining of shafts of two separately built or
purchased units so that a new machine can be
formed. For example, a coupling is used to join
the output shait of an engine to the input shaft of a
hydraulic pump to raise water from well. A coupling
is used to join the output shaft of an electric motor
to the input shaft of a gearbox in machine tools. A
coupling is also used to join the output shaft of an
electric motor to the input shaft of a compressor.
There is a basic difference between a coupling and
a clutch. Coupling is a permanent connection, while
the clutch can connect or disconnect two shafts at
the will of the operator.
The shafts to be connected by the coupling may
have collinear axes, intersecting axes or parallel
axes with a small distance in between. Oldham
coupling is used to connect two parallel shafts
when they are at a small distance apart. Hooke’s
coupling is used to connect two shafts having
intersecting axes. When the axes are collinear or in
the same line, rigid or flexible couplings are used,
While the flexible coupling is capable of tolerating,
T I$ 6196-1971: Dimensions of fitted half coupling.
a small amount of misalignment between the shafts,
there is no such provision in rigid coupling. The
discussion in this chapter is restricted to rigid and
flexible couplings. Oldham and Hooke’s couplings
are covered in more detail in textbooks on Theory
of Machines.
The difference between rigid and flexible
couplings is as follows:
(i) A rigid coupling cannot tolerate
misalignment between the axes of the shafts.
It can be used only when there is precise
alignment between two shafts. On the other
hand, the flexible coupling, due to provision
of flexible elements like bush or disk, can
tolerate 0.5° of angular misalignment and 5
mm of axial displacement between the shafts.
(ii). The flexible elements provided in the flexible
coupling absorb shocks and vibrations. There
is no such provision in rigid coupling. It can
be used only where the motion is free from
shocks and vibrations.
(iii) Rigid coupling is simple and inexpensive.
Fleaible coupling is comparatively costlier
due to additional parts.
In practice, misalignment always exists due
to imperfect workmanship. Therefore, flexible
couplings are more popular.
A good coupling, rigid or flexible, should satisfy
the following requirements:
(i) The coupling should be capable of
transmitting torque from the driving shaft to
the driven shaft.
(ii) The coupling should keep the two shafts in
proper alignment.
(ii) The coupling should be easy to assemble
and disassemble for the purpose of repairs
and alterations.
(iv) The failure of revolving bolt heads, nuts, key
heads and other projecting parts may cause
accidents. They should be covered by giving
suitable shape to the flanges or by providing
guards,
The couplings are standardized’ * and can be
purchased as readymade units,
* IS 2693-1964: Specifications for cast iron flexible couplings.aa
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book.360 Design of Machine Elements
halves and the shaft and partly by shear resistance
of key in case of clamp coupling.
Clamp coupling is usually designed on the
basis of standard proportions for sleeve halves and
clamping bolts
For sleeve halves,
D=2sd (9.35)
L=35d (9.36)
where
D = outer diameter of sleeve halves (mm)
L= length of sleeve (mm)
d= diameter of shaft (mm)
For clamping bolts,
dy =0.2d+10 mm (9.37)
when d<55mm
and
d,=0.15d+15 mm (9.38)
when d>55mm
where,
4d, = diameter of clamping bolt (mm)
Alternatively, the diameter of the clamping bolts
can be calculated from the first principle. Let us
assume that even with Key, the torque is transmitted
only by the friction between the shaft and the
coupling halves.
The clamping force of each bolt is given by,
na
R=7a?o, 9.39)
Va (9.39)
G, = permissible tensile stress (N/mm?)
It is assumed that half the number of bolts give
clamping pressure on input shaft and the remaining
half on the output shaft. Therefore, clamping force
‘on each shaft is given by,
R
vast @)
where,
‘n= total number of bolts
N= clamping force on each shaft (N)
As shown in Fig. 9.32, the frictional force is (/N)
and frictional torque is given by,
= yn(@ {2 ) = yp b)
M, in(S}+sn(2) JNd (b)
where,
f= coefficient of friction
From expression (a) and (b),
fad Rn
|
i
i
M
132 Forces on Shaft
2M,
jan
or,
(9.40)
9.20 DESIGN PROCEDURE FOR CLAMP
COUPLING
The basic procedure for finding out the dimensions
of clamp coupling consists of the following steps:
() Calculate the diameter of cach shaft by the
following equations:
60x 10°(kW), = LOM,
an xd
The shaft, key and clamping bolts are usually
made of plain carbon steel.
(ii) Calculate the main dimensions of the sleeve
halves by using the following empirical
equations:
D=25d
M,
and L=35d
The sleeve halves are made of grey cast iron of
Grade FG 200,
(ii) Determine the standard cross-section of the
flat key from Table 9.3. The length of the
key in cach shaft is one-half of the length of
sleeve. Therefore,aa
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book.364_Design of Machine Elements
approach, the bolts are fitted in large clearance
holes. In this case, bolts are tightened with a pre-
load and power is transmitted by means of friction
between the two flanges.
Case I Bolts Fitted in Reamed and Ground
Holes ‘The forces acting on individual bolts due to
transmission of the torque are shown in Fig. 9.36.
Equating the external torque with the resisting torque,
Bes
My=PX>XN @)
where,
torque transmitted by the coupling (N-mm)
force acting on each bolt (N)
D= pitch circle diameter of bolts (mm)
N= number of bolts.
6 /— Botrote section
Fig. 9.36 Shear Resistance of Bolts
It should be noted that the bolts are subjected to
direct shear stress due to the force P and not torsional
shear stress, No torque is acting about the axis of the
bolt. The force P results in only direct shear stress.
The direct shear stress in the bolt is given by,
P
(b)
(74)
4
where,
T= shear stress in the bolt (N/mm?)
d, = nominal diameter of the bolt (mm)
From (a) and (b),
8M,
t= 9.40)
aDNdP
Equation (9.41) is used to determine the nominal
diameter of the bolts, The above analysis of the
coupling is based on the assumption that the bolts are
fitted in rimmed and ground holes. The bolts are finger,
tight in these holes and there is no clearance between
the holes and the nominal diameter of the bolts.
Case I Bolts Fitted in Large Clearance
Holes When the bolts are fitted in large clearance
holes, the above analysis is not applicable. In this
case, the bolts are sufficiently tightened with a pre-
load and the torque is transmitted from one flange
to the other by means of friction between them. For
uniformly distributed pressure, the friction radius
Ry is given by,
=2R=R)
3(R, -R})
a (9.42)
where, (Fig. 9.35)
R, = outer radius of the flange (D, /2) (mm)
R,~ radius of the recess (d, /2) (mm)
Assume that,
initial tension in each bolt (N)
H= coefficient of friction between flanges
The friction force will be (yi P; N) and the torque
is given by,
M,= uP, N Ry (9.43)
Flanges have complex shape and the easiest
method to make the flanges is casting. Flanges are
usually made of grey cast iron of grade FG 200.
The bolts, keys and shaft are made of plain carbon
steels on strength criterion.
9.22 DESIGN PROCEDURE FOR RIGID
FLANGE COUPLING
The basic procedure for finding out the dimensions
of the rigid flange coupling consists of the
following steps:
(i) Shaft Diameter Calculate the shaft diameter by
using the following two equations:
60x10°(kW)
ge
2an
F _ 16M,
an =e
(ii) Dimensions of Flanges Calculate the dimen-
sions of the flanges by the following empirical
equations:aa
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book.368. Design of Machine Elements
= @,<240 Nimm?
Step VE_ Dimensions of keys
From Table 9.3, the standard cross-section of the
flat key for a 60-mm diameter shaft is 18x 11 mm.
The length of the key is equal to /,. Or,
1=1,=90mm
‘The dimensions of the flat key are 18 x 11 x
90 mm.
From Eq. (9.27),
AR)
2M 20 O84 135.18) _ 61.4 N/mm?
dbl (60)(18)(90)
*-£<80 N/mm?
From Eq. (9.28),
ow Ae = M2984 155.18)
dhl (60\(11)(90)
= 200.95 N/mm?
9, < 240 Nimm?
The shear and compressive stresses induced in
the key are within permissible limits,
9.23 BUSHED-PIN FLEXIBLE COUPLING
Rigid coupling can be used only when there is
perfect alignment between the axes of two shafts
and the motion is free from vibrations and shocks.
In practice, it is impossible to obtain perfect
alignment of shafis. Misalignment exists due to the
following reasons:
(i) deflection of shafts due to lateral forces;
(ii) error in shaft mounting due to manufacturing
tolerances;
(iii) use of two separately manufactured units such
as.an electric motor and a worm gear box; and
(iv) thermal expansion of the parts.
If rigid coupling is used in such circumstances,
the misalignment causes excessive bearing reactions
resulting in vibrations and wear. To overcome this
problem, flexible couplings are used. A flexible
coupling employs a flexible element like a rubber
bush between the driving and the driven flanges.
This flexible rubber bush not only accommodates
the misalignment but also absorbs shocks and
vibrations. The basic types of misalignment
between axes of the input and output shafts are
shown in Fig. 9.38. A flexible coupling can tolerate
0.5 mm of lateral or axial misalignment and 1.5° of
angular misalignment.
Inputshatt Output shaft
iF 8
{a) Lateral misalignment
3
(b)Axal misalignment
e
(e)Angular misalignment
Fig. 9.38 Types of Misalignment
The construction of the flexible coupling is
shown in Fig. 9.39. It is similar to the rigid type of
flange coupling except for the provision of rubber
bush and pins in place of bolts. The coupling
consists of two flanges, one keyed to the input
shaft and the other to the output shaft. The two
Manges are connected together by means of four or
six pins. At one end, the pin is fixed to the output
flange by means of a nut, The diameter of the
pin is enlarged in the input flange where a rubber
bush is mounted over the pin, The rubber bush is
provided with brass lining at the inner surface. The
lining reduces the wear of the inner surface of the
tubber bush. Power is transmitted from the input
shaft to the input flange through the key. It ig then
transmitted from the input flange to the pin through
the rubber bush. The pin then transmits the power
to the output flange by shear resistance. Finally,
power is transmitted from the output flange to the
‘output shaft through the key.
The bushed-pin type flexible coupling has
following advantages:
(i It can tolerate 0.5 mm of lateral or axial
misalignment and 1.5° of angular misalign-
ment.aa
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book.372_Desigo of Machine Elements
2M,
7 abl
4M,
“dil:
Example 9.23 4 flexible coupling, illustrated
in Fig. 9.39, is used 10 transmit 15 kW power at
100 rpm. There are six pins and their pitch circle
diameter is 200 mm. The effective length of the bush
(1). the gap between two flanges and the length of
the pin in contact with the right hand flange are
35, 5 and 23 mm respectively. The permissible
shear and bending stresses for the pin are 35 and
152 N/mm’ respectively. Catculate.
(@ pin diameter by shear consideration; and
(ii) pin diameter by bending consideration,
Solution.
S$ = 100 rpm
For pins, $Nimm? 6, =152 Nimm?
N=6 D=200mm
Step Pin diameter by shear consideration
60x10" (kW) _ 60x10°(15)
2nn 2 (100)
= 1432 394.49 N-mm
From Eq. (9.51),
8M, 35- 8 (1 432 394.49)
ad?DN dj? (200) (6)
y= 932mm a
Step I Pin diameter by bending consideration
The force acting on each bush P and torque M, are
related by the following expression,
D
M=Px>xN
21 432 394.49) _ 599 39 y
DN (200)(6)
It is assumed that the force P is uniformly
distributed over the bush length of 35 mm as shown,
in Fig. 9.42. At the section-XX,
M,= [se]. (2387.32 x 22.5) N-mm
ws pgp = 321038732 22.5)
nd ad;
d, = 15.33 mm (ii)
section
at XX
adhe
Fig. 9.42
It is required to design a bushed-
coupling to connect the output shaft
of an electric motor to the shaft of a centrifugal
pump. The motor delivers 20 kW power at 720 rpm,
The starting torque of the motor can be assumed to
be 150% of the rated torque. Design the coupling
and specify the dimensions of its components.
Solution
ven KW=20 n= 720 rpm
design torque = 1.5 (rated torque)
Step 1 Selection of materials
() The shafts are subjected to torsional shear
stress. On the basis of strength, plain carhon
steel of grade 40C8 (S,, = 380 N/mm?) is
used for the shafts. The factor of safety for
the shaft is assumed as 2.
(ii) The keys are subjected to shear and
compressive stresses. The pins are subjected
to shear and bending stresses. On the basis
of strength criterion, plain carbon steel of
grade 30C8 (S,, = 400 N/mm”) is selected for
the keys and the pins. The factor of safety
for the keys and the pins is taken as 2. It is
assumed that the compressive yield strength
is 150% of the tensile yield strength.aa
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book.Shafts, Keys and Couplings 379
Table 9.4 (Contd)
‘Case 8 Simply supported beam—Overhang load
(A) Bending moments
P
(M,)atz=-* wen @9)
(My) atx=P@-t-a) (xD) G0) yp
(®) Deflections ,
Pax(t? = x?) 4 af oc
fare OE) «) @2) id
Pa(i +a) Case 8
dac=-AOro @3)
Solution (i) Deffection due to a force of 6631.5 N [Fig.
Given 6,,.= 1mm £=207000N/mm?
StepI Deflection at Gear -B
The deflection at gears B ot C (Fig. 9.6) is
calculated by the principle of superimposition.
Consider the deflection at B.
Vertical plane
(i) Deflection due to a force of 1609 N [Fig.
9.41(a), Eq. (27) of Table 9.4]:
Pax(x? +6? -P)
sh = SETI
_ (1609) (1800) (900) (9007 + 18007 - 27007)
~ 6E (2700)
n
~~ 2d mm @
200. +1800
r jes
a 3 c D
a)
Cpe
A 3 c 2
©
9.47(b), Eq. (27) of Table 9.4):
Gp, = PGB PY
6EIT
(6631.5) (900) (900) (900 +900" — 2700)
~ 6E 1(2700)
18.8x10"
=e Gi)
The vertical deflection at B denoted by (5,), is
given by the principle of superimposition.
(6p). = Oe + Oe)2
_ 5.2131 x10 + 8.8 x10!
~ El EI
n
= 13.5860x10"
EI
po “—
A 8
@
6631.5 °
)
ea
a 8 foes 67 2
@
Fig. 9.47aa
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PP
6; |
2 32EI
The deflection at B is given by,
PP PP _ PP
°°" 32EI 96EF 48E]
©
5p = 83
9.28 GRAPHICALINTEGRATION
METHOD
In some cases, the forces acting on the shaft and
its geometry are such that it is not possible to
use classical methods, such as the principle of
superimposition or Castigliano’s theorem, to find out
the deflection, Hence, here the graphical integration
method is used. The main drawback of this method
is its limited accuracy. The principle of this method
is illustrated in Fig. 9.50. Let us consider a function,
J=SO)
in such a way that,
= 200 units ford. a)
Pa(!— x(x? +a” —2ix)
Ss)4=
ie ETI
(By = $28335105002250—1750)(1750" + 750%
oe GEI(2250)
—4.05(10)' .
= =e , Gi)aa
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book.Shafts, Keys and Couplings 391
(27.15 mm)
9.12 Assume the data of the intermediate shaft
illustrated in Example 9.11. The permissible
angle of twist for the shaft is 0.25° per metre
length and the modulus of rigidity is 79 300
N/mm?, Determine the shaft diameter on the
basis of torsional rigidity.
[45.3 mm]
Consider the forces acting on the
intermediate shaft illustrated in Example
9.11. The maximum permissible radial
defiection at any gear is limited to (0.01 m),
where m is the module. The module of the
two spur gears is 10 mm and the modulus
of elasticity of the shaft material is 207 000
N/mm?, The shaft is simply supported at the
bearings. Determine the radial deflections at
gears A and B and find out the shaft diameter
on the basis of lateral rigidity.
25.42 x 108 31.23 x108
a’ &F
9.13
and 41.87 om
9.14 A transmission shaft, supporting two pulleys
A and B and mounted between two bearings
C, and C, is shown in Fig. 9.57. Power is
transmitted from the pulley A to B. The shaft
is made of plain carbon steel 45C8 (S,, = 600
and 5,, = 380 N/mm”). The pulleys are keyed
to the shaft. Determine the shaft diameter
using the ASME code if,
915
9.46
947
Fig. 9.57
ky=15 and = 1.0
Also, determine the shaft diameter on the
basis of torsional rigidity, if the permissible
angle of twist between the two pulleys
is 0.5° and the modulus of rigidity is 79 300
Nimm?
[25.35 and 25.78 mm]
The cross-section of a flat key for a 40 mm
diameter shaft is 22 x 14 mm. The power
transmitted by the shaft to the hub is 25 kW
at 300 rpm The key is made of steel (S,. =
S,, = 300 N/mm?) and the factor of safety
is 2.8. Determine the length of the key.
Assume (S,, = 0.577 S,,)
[53.05 mm]
It is required to design a square key for
fixing a pulley on the shaft, which is 50 mm
in diameter. The pulley transmits 10 kW
power at 200 rpm to the shaft. The key is
made of steel 45C8 (5,, = 5,, = 380 N/mm?)
and the factor of safety is 3. Determine the
dimensions of the key.
Assume (S,, = 0.5775,)
[/2.5 x 12.5 X25 mm}
A fiat key is used to connect a pulley to a
45 mm diameter shaft. The standard cross
section of the key is 14 x 9 mm. The key
is made of commercial steel (5, = S,. =
230 Nimm®) and the factor of safety is 3.
Determine the length of the key on the basis
of shear and compression considerations,
if 15 kW power at 360 rpm is transmitted
through the keyed joint.aa
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book.leaf, called the master leaf, is bent at the two ends to
form spring eyes. The leaves of multi-leaf spring are
subjected to bending stresses. Multi-leaf springs are
widely used in automobile and railroad suspensions.
In addition to the above mentioned types of
springs, there are other springs such as helical
springs of rectangular cross-section, spiral torsion
springs, disk or belleville springs and volute springs.
The discussion in this chapter is mainly restricted to
helical springs and leaf springs.
10.3 TERMINOLOGY OF HELICAL
SPRINGS
The main dimensions of a helical spring subjected
to compressive force are shown in Fig. 10.4. They
are as follows:
wire diameter of spring (mm)
inside diameter of spring coil (mm)
D, = outside diameter of spring coil (mm)
D = mean coil diameter (mm)
Therefore,
D, +d,
pacts 0.1)
2
bes
Fig. 104 Dimensions of Spring
There is an important parameter in spring design
called spring index. It is denoted by the letter C.
The spring index is defined as the ratio of mean coil
diameter to wire diameter. Or,
oo2
10.2)
dq (10.2)
Springs 395
In the design of helical springs, the designer
should use good judgement in assuming the value
of the spring index C. The spring index indicates the
relative sharpness of the curvature of the coil. A low
spring index means high sharpness of curvature.
When the spring index is low (C < 3), the actual
stresses in the wire are excessive duc to curvature
effect. Such a spring is difficult to manufacture and
special care in coiling is required to avoid cracking
in some wires. When the spring index is high
(C > 15), it results in large variation in the coil
diameter, Such a spring is prone to buckling and
also tangles easily during handling. A spring index
from 4 to 12 is considered best from manufacturing
‘considerations, Therefore, in practical applications,
the spring index usually varies from 4 to 12.
However, a spring index in the range of 6 to 9 is still
preferred particularly for close tolerance springs and
those subjected to cyclic loading.
‘There are three terms—free length, compressed
fength and solid length, which are illustrated in
Fig. 10.5. These terms ere related to helical
‘compression spring. These lengths are determined
by the following way:
(Solid Length Solid length is defined as the axial
length of the spring which is so compressed that the
adjacent coils touch each other: In this case, the spring
is completely compressed and no further compression
is possible. The solid length is given by,
Solid length =, d
where,
NN, = total number of coils
(ii) Compressed Length Compressed length is
defined as the axial length of the spring, which is
subjected to maximum compressive force. In this
case, the spring is subjected to maximum deflection
&. When the spring is subjected to maximum force,
there should be some gap or clearance between
the adjacent coils. The gap is essential to prevent
clashing of the coils, The clashing allowance or
the total axial gap is usually taken as 15% of the
maximum deflection. Sometimes, an arbitrary
decision is taken and it is assumed that there is a
gap of 1 or 2 mm between adjacent coils under
maximum load condition. In this case, the total axial
gap is given by,
Total gap = (W,— 1) x Gap between adjacent coilsaa
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book.Springs 399
4c-1 a 0.615
k= 4e-4*¢e
where C is the spring index.
The Wahl factor provides a simple method to find
out resultant stresses in the spring. As shown in Fig.
10.9(c), the resultant shear stress is maximum at the
inside radius of the coil.
In normal applications, the spring is designed by
using the Wahl factor. When the spring is subjected
to fluctuating stresses, two factors X, and K, are
separately used.
‘The angle of twist (@) for the equivalent bar,
illustrated in Fig. 10.8(b), is given by,
(10.7)
w
M, = torsional moment (PD/2)
1= length of bar (RDN)
J= polar moment of inertia of bar (nd/32)
G= modulus of rigidity
Substituting values in Eq. (f),
= EDI ADN)
(xd*/32)G
16PD?>N
or o- GA ®
As shown in Fig. 10.10, the axial defiection ‘5?
of the spring, for small values of @, is given by,
x (length of bracket)
x(DI2) (h)
=
a) He
P
P
Fig. 10.10 Deflection of Spring
Substituting value of @ from Eq. (g) in Eq. (h),
8PD'N
Gd"
o= (10.8)
The above equation is called the load-deflection
equation.
The rate of spring () is given by,
P
“6
Substituting Eq, (10.8) in the above expression,
p= 10
~ 3pN (in)
When a helical spring is cut into two parts, the
parameters G, d and D remain same and NV becomes
(N12). Iris observed from Eq. (10.9), that the stiffness
(2) will be double when N becomes (N/2).
It is observed from Eq. (10.8) that for a given
spring,
baP
or Ped
‘The load is linearly proportional to the deflection
of the spring. The load-deflection curve for helical
spring is shown in Fig. 10.11. The area below the
load-deflection line gives the strain energy stored
in the spring. Assuming that the load is gradually
applied, the energy stored in the spring is given by,
E= area below load-deflection line
= area of triangle O4B =
8
Fig. 10.11 Load-deflection Diagram
or, E (10.10)
where,
E = strain energy stored in spring (N-mm)
10.6 SERIES AND PARALLEL
CONNECTIONS
There are two types of spring connections—series
and parallel. The objectives of series and parallel
combinations are as follows:aa
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book.Springs 403
or expansion that occurs after coiling. Springs made
of small diameter wires are wound cold. However,
helical springs mede of 6 mm diameter bar or larger
are usually hot wound to avoid the high residual
stresses that are induced by cold forming,
There are non-ferrous materials, such as spring
brass, phosphor bronze, silicon-bronze, monel and
beryllium-copper, which are also used in spring
wires. The discussion in this chapter is restricted to
springs made of steel wires.
108 DESIGN OF HELICAL SPRINGS
There are three objectives for the design of the
helical spring. They are as follows:
(i) It should possess sufficient strength to
withstand the external load.
(ii) It should have the required load-deflection
characteristic.
(ii) It should not buckle under the external toad.
It is possible to design a number of springs for
a given application by changing the three basic
parameters, viz., wire diameter, mean coil diameter
and the number of active turns. However, there are
practical limitations on these parameters. In certain
applications, there are space limitations, e.g., the
spring is to fit in a hole of certain diameter, where
the outside coil diameter (D,) is restricted. In some
applications, the spring is to fit over a rod, where
the minimum inside diameter (D,) of the coil is
specified. Before proceeding to design calculations,
the designer should specify the limits on these
diameters.
The main dimensions to be calculated in the
spring design are wire diameter, mean coil diameter
and the number of active coils. The first two are
calculated by the load-stress equation, while the
third is calculated by the load-deflection equation. It
is convenient to use the load-stress equation, which
contains spring index as a parameter.
From Eq. (10.6),
Substituting
r=4(5) (10.13)
nd?
Factor of Safety The factor of safety in the
design of springs is usually 1.5 or Jess. The use of
a relatively low factor of safety is justified on the
following grounds:
(@ In most of the applications, springs operate
with well defined deflections. Therefore, the
forcesacting on the spring and corresponding
stresses can be precisely calculated, It is not
necessary to take higher factor of safety to
account for uncertainty in external forces
acting on the spring.
(ii) In case of helical compression springs,
an overload will simply close up the gaps
between coils without a dangerous increase
in deflection and stresses.
(iii) In case of helical extension springs, usually
overload stops are provided to prevent
excessive deflection and stresses.
(iv) The spring material is carefully controlled
at all stages of manufacturing. The thin and
uniform wire cross-section permits uniform
heat treatment and cold working of the entire
spring.
Therefore, the factor of safety based on torsional
yield strength (S,,) is taken as 1.5 for the springs that
are subjected to static force.
(a)
5
0.75S,,and S,,
Expression (a) is written as,
.S77S.4
(0.577)0.75)S.e
15
or 1203S, (10.14)
The permissible shear stress is, therefore, 30%
of the ultimate tensile strength of the spring wire.
‘The Indian Standard 44541981 has recommended
a much higher value for the permissible shear stress.
According to this standard,
05S, (10.15)
This is due to higher tensile yield strengths
exhibited by the spring wires. In design of helicalaa
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book.The line DC is parallel to the line BA. Any point
on the line CD, such as X, represents a stress situation
with the same factor of safety. Line CD is called the
design line because it is used to find out permissible
stresses with a particular factor of safety.
‘The line GH is called load line, It is drawn from
the point G on the abscissa at a distance 7, from
the origin. The torsional shear stress due to initial
pre-load on the spring (P;) is 1. The line GH is
constructed in such a way that its slope @ is given
by,
tan @= 2
Tn
The point of intersection between design line DC
and load line GH is X. The co-ordinates of the point
KX are (Ty, 7).
Considering
imilar triangles XFD and AEB,
wz
or (10.22)
wo
The above equation is used in the design of
springs subjected to fluctusting stresses.
Examples based on Simple Analysis
Example 10.1 it is required to design a helical
compression spring subjected to a maximum force of
1250 N. The deflection of the spring corresponding
10 the maximum force should be approximately 30
mm. The spring index can be taken as 6. The spring
is made of patented and cold-drawn steel wire. The
ultimate tensile strength and modulus of rigidity of
the spring material are 1090 and 81 370 N/mm?
respectively. The permissible shear stress for the
spring wire should be taken as 50% of the ultimate
tensile strength. Design the spring and calculate:
(i) wire diameter;
(ii) mean coil diameter;
(iil) mumber of active coils;
(ix) total number of coils;
Springs _407
(v) free length of the spring; and
(vi) pitch of the coil
Draw « neat skeich of the spring showing various
dimensions.
Sol
Given P=1250N 6=30mm C=6
Sy = 1090 N/mm? G= 81 370 Nimm?
1205 Sy
Step Wire diameter
The permissible shear stress is given by,
T= 0.5 S,,=0.5(1090) = 545 N/mm?
From Eq. (10.7),
4c-1
=o +
4c-4°
From Eq, (10.13),
t= «(&) or 545= (25s) M2520}
0.615
A()=1 , 0615
4(6)-4" 6
K
= 1.2525
ad
d= 6.630r7 mm @
Step II Mean coil diameter
D=Cd=6(7)=42 mm (ii)
Step TIL Number of active coils
From Eq. (10.8),
8PD'N ie 8(1250)(42)° NV
Gd‘ (81 370X7)"
=7.91 or 8 coils Gii)
StepIV Total number of coils
It is assumed that the spring has square and ground
ends. The number of inactive coils is 2. Therefore,
N,=N+2=8+2= 10coils (iv)
Step V_ Free length of spring
‘The actual deflection of the spring is given by,
SPD? N _ 8(1250)42)°(8)
Gd* (81370)(7)*
solid length of spring = WN, d= 10(7) = 70mm
It is assumed that there will be a gap of 1 mm
between consecutive coils when the spring is
subjected to the maximum force. The total number
of coils is 10.
The total axial gap between the coils will be
(10-1) x 1 =9 mm.
= 30.34 mmaa
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book.3 3
je 8PD" au _ 8G00)(24) © <1i'Sinm
Ga* (81 370K4)
The total gap between the adjecent coils is given
by,
Gap = 15% of = 0.15 (11.15) = 1.67 mm
Solid length = N, d= 9(4) = 36 mm
Free length = solid length + total axial gap +6
6 + 1.67 + 11.15
8.82 or 30 mm w)
Step VI Pitch of coils
freelength 50
i it = OS TenB _ "6.25 i
Pitch ofeoil= “= B= mm (vi)
Example 10.5 4 helical tension spring is used in
the spring balance to measure the weighis. One end
of the spring is attached to the rigid support while
the other end, which is free, carries the weights to
be measured. The maximum weight attached to the
spring balance is 1500 N and the length of the seale
should be approximately 100 mm. The spring index
can be taken as 6. The spring is made of oil-hardened
and. tempered steel wire with ultimate tensile
strength of 1360 Nimm? and modulus of rigidity of 81
370 Nimm?. The permissible shear stress in the spring
wire should be taken as 50% of the ultimate tensile
strength. Design the spring and calculate
@ wire diameter;
(ii) mean coil diameter;
(iii) number of active coi
(iv) required spring rate: and
(¥) actual spring rate.
Solution
Given P=1500N C=6 S,,= 1360 Ninm?
G=81 370 N/mm? 0.5 S,,
Step 1 Wire Diameter
The working principle of the spring balance is
illustrated in Fig. 10.18. As the load acting on the
spring varies from 0 to 1500 N, the pointer attached
to the free end of the spring moves over a scale
between highest and lowest positions. The length of
the scale between these two positions of the pointer
is 100 mm. In other words, the spring deflection is
100 min wien the force is 1500 N.
Springs 411
e
We 1500 N
Fig. 10.18 Mechanism of Spring Balance
The permissible shear stress for spring wire is
given by,
5 Sy = 0.5 (1360) = 680 N/mm?
0.615
28” 21.25;
a ae ad
r=
4x6-1
ACA, 0615
4C-4°
From Eq. (10.13),
f 1500 6
125254
ad
) or 680
d= 65 or7 mm @
Step I Mean coil diameter
D=Cd=6(7)=42 mm (i)
Step ILL Number of active coils
From Eq. (10.8),
SPN 8(1500)(42)' NV
Gd* (81 370)(7)*
N= 21.97 or 22 coils Gi)
StepIV Required spring mte
P_ 1500
= =15Nh :
5 100 a ow)
Step V- Actual spring rate
pa Gat _ 813700"
8D°N — 8(42)°(22)
4.98N/mm (vy)aa
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book.Springs 415
Example 10.9 A safety valve, 50 mm in diameter,
is to blow off at a pressure of 1.5 MPa. It is held on
its seat by means of a helical compression spring,
with an initial compression of 25 mm. The maximum
lift of the valve is 10 mm. The spring index can
be taken as 6. The spring is made of patented and
cold-drawn steel wire with ultimate tensile strength
of 1500 N/mm? and modulus of rigidity of 81 370
Nimm?. The permissible shear stress for the spring
wire should be taken as 30% of the ultimate tensile
strength. Design the spring and calculate:
() wire diameter;
Gi) mean coil diameter;
(iii) number of active turns;
(iv) total number of turns;
(0) solid length;
(vi) free length; and
(vit) pitch of the coil.
Solution
Gi
=6 5y= 1500 Nimm?
G=81370N/mm? 7= 03S,
Step 1 Wire diameter
Let P, and 6, denote the initial spring force and
deflection respectively when the valve just begins
toblow off.
R= ; (50)?(1.5) = 2945.24 N
6,= 25mm
Let P, and 6 denote the spring force and
deflection respectively when the valve is open.
5,= 5,+ valve lift = 25 + 10= 35 mm
Also,
Pod
Therefore,
Bee ett
R 4 (2945.24) 25
P,= 4123.34 N (maximum force)
The permissible shear stress for the spring wire
| isgiven by,
T= 0.3 S,,= 0.3 (1500) = 450 Nimm?
Ka 4CH1 0.615 = A6)-1 , 0.615
c¢. «6-4 6
From Eq. (10.13),
t= «() or 450 = 1.2525 [eee
rd ad?
d=13.240r 14mm @
Step IT Mean coil diameter
D=Cd=6(14) =84 mm Gi)
Step I Number of active turns
From Eq. (10.8),
8PD'N
Gd*
Substituting values of P, and &,,
- 8(2945.24)(84)° N
(81370)(14)4
N=5.6 or6 tums Giiy
Step IV. Total number of turns
It is assumed that the spring has square and ground
ends. The number of inactive coils is 2. Therefore,
N,=N+2=6+2=8 tums wv)
Step V_ Solid length of spring
Solid length N,d-8(14)~ 112mm (¥)
Step VI Eree length of spring
The maximum deflection of the spring under the
force of 4123.34 N is given by,
b= 8PD°N . 8(4123.34)(84)°(6) es
+ St = 37.53 mm,
Ga (81370\114)
It is assumed that there will be a gap of 2 mm
between the adjacent turns, when the spring is
subjected to the maximum compression. This gap
is essential to avoid clashing of the coils. The total
number of tums is 8. Therefore, the total axial gap
will be (8 — 1) x 2= 14 mm.
Free length = solid length + total axial gap + 6
= 112+ 14 +37.53 = 163.53 mm
or free length = 165 mm wi)
Step VII Pitch of coils
Pitch of coil =aa
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book.Springs 419
From Table 10.2,
S,= 1570 Nim?
5 Sq = 0.5(1570) = 785 N/mm?
Therefore, t< 1
The design is satisfactory and the wire diameter
should be 2.5 mm.
Step II Mean coil diameter
D=Cd=6(2.5)=15 mm
StepIV Number of active coils
i ___ Length of scale
length of each division = S08) SS
= 100 am
50
Each division indicates 0.5 kg. Therefore,
k 8 0508), = 2.4525 Nimm
From Eq, as 9),
Gd* __81370(2.5)'
“gpk 805)'(2.4525)
Step V_ Tolal number of coils
For helical tension spring, all coils are active coils.
Therefore,
N=N=48
Solid length of the spring = N, d = 48(2.5)
= 120 mm
Step VI Spring specifications
@ material ~ oil-hardened and tempered steel
wire of Grade-SW
(ii) wire diameter = 2.5 mm.
ii) mean coil diameter = 15 mm
(iv) total number of coils = 48
(v) solid length = 120 mm
(vi) style of ends = extended-hook
Spring Design for Fluctuating Stresses
Example 10.13 4 helical compression spring of
‘a. cam-mechanism is subjected to an initial preload
of 50 .N. The maximum operating force during the
load cycle is 150 N. The wire diameter is 3 mm,
while the mean coil diameter is 18 mm. The spring
is made of oil-hardened and tempered valve spring
wire of Grade-VW (S,, = 1430 Nimm?). Determine
the factor of safety used in the design on the basis of
fluctuating stresses.
= ISON Ppig,=50N d=3mm
D=18mm" "Sy = 1430 N/mm?
Step Mean and amplitude shear stresses
D_WB
Ca => =6
a3
From Eq, (10.7) and (10.5),
_4C=1,, 0615 _ 46)-1 , 0.615
4C-4 C
4@-4" 6
+ Prin y= 4.0s0+50)~ 100 N
2
P, = 5 Pa = Pain.) + (150-50)= SON
From Eq, (10.18) and (10.19),
8P,D 8 (100)(18)
=K, 1.0833)
rank (SP)=¢ oe zo
= 183.91 Nimm?
- a( 2) = (1.2525) jee 2)
xd 23)
= 106.32 N/mm?
Step 11 Factor of safety
From. Eq. (10.21), the relationships for oil-hardened
and tempered stee! wires are as follows:
22(1430) = 314.6 N/mm?
S,y = 0.45 S,,= 0.45(1430) = 643.5 N/mm?
From Eq. (10.22),
1
> 314.6
36 )
643.5 — ; (314.6)aa
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book.426 Design of Machine Elements
Adjacent springs having opposite hands, prevent the
locking of coils, in the event of axial misalignment
or buckling of springs. Concentric spring has the
following advantages:
(i) Since there are two springs, the load carrying
capacity is increased and heavy load can be
transmitted in a restricted space.
(ii) In concentric spring, the operation of the
mechanism continues even if one of thesprings
breaks. This results in ‘fail safe’ system.
(iii) In concentric spring, the spring vibrations
called ‘surge’, are eliminated.
Fig. 10.24 Concentric Springs
Concentric springs are used as valve springs
in heavy duty diesel engines, aircraft engines and
railroad suspensions.
In some applications, concentric spring is used
to obtain a spring force, which is not directly
proportional to its deffection. Such a variable force-
deflection characteristic is obtained by nesting two
springs, one inside the other, having different free
lengths. This type of concentric spring is shown
in Fig. 10.25(a). The shorter spring begins to act
only after the longer spring has been compressed
to a certain amount of deflection, As shown in Fig,
10.25(b), the force-deffection characteristics of this
type of concentric spring are as follows:
Force deflection characteristic of longer spring
Force deflection characteristic of shorter spring
-cd
Force_deflection characteristic of composite
spring = agh
It is observed that agh is not a straight line.
Initially, the concentric spring follows the straight
line ag, and at g, there is a sudden change in the
load-deflection relationship and then it follows
the straight line gh. This results in variable force-
,
y
|
i
Solid length
b bh Force
sS )
5
fa)
Fig. 10.25
This type of concentric spring is used in the
governor of variable speed engines to take care of
variable centrifugal force.
The design analysis of concentric spring shown in
Fig. 10.24, is based on the following assumptions:
(i) The springs are made of the same material.
(i) The maximum torsional shear stresses
induced in outer and inner springs are equal.
(iii) They have the same free length
(iv) Both springs are deflected by the sameamount
and therefore, have same solid length.
The following notations are used in the analysis:
ire diameter of outer spring
wire diameter of inner spring
mean coil diameter of outer spring
mean coil diameter of inner spring
P, = axial force transmitted by outer spring
Py = axial force transmitted by inner spring
P = total axial force
6, = deflection of outer spring
leflection of inner springaa
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book.430 _ Design of Machine Elements
Stiffness of springs
From Eg. (10.9),
4 7
Gay. BISONS)" «99.43 Nima
BDIN, — 8(30)°(8)
_ Gd _ (813706) _
8D3N, — 8(36)°(10)
This type of spring is shown in Fig. 10.25. The
free length of the outer spring is 15 mm greater than
the inner spring. Therefore, the inner spring will not
transmit any force till the outer spring is compressed.
by 15 mm. Suppose P is the axial force on the outer
spring corresponding to this compression.
P= k, 5= 28.25 (15) = 423.75 N
After this load, both springs are active and each
will transmit the force.
Remaining load shared by two springs = 1000
~ 423.75 = $76.25 N
Concentric springs are parallel springs. From
Eq. (10.12),
k=
28.25 N/mm.
57.68 N/mm
of the composite
spring. Suppose x is the further compression of two
springs.
Remaining load= Ax or 576.25 =57.68x
x= 9.99 mm
Compression of outer spring = 6, = 15 + 9.99
99mm (i)
‘Compression of inner spring = 5,=9.99 mm (i)
Step II Force transmitted by each spring
Force transmitted by outer spring
P,,= k,8, = 2825(24.99)=705.97N (ii)
Force transmitted by inner spring
P,= k,6,= 29.43(9.99) = 294.01 N ii)
Step IIT Maximum shear stress
D, _36
oF, 376
From Eq, (10.7),
4C-1 0615 _ 4(6)-1
Cc 46-4
Outer spring
From Eq, (10.6),
1.2525) [eare
m6)"
= 375.28 Nimm? Gi)
Inner spring
(1.2525) [eee |
(sy
= 225.06 Nimm* ii)
10.12 OPTIMUM DESIGN OF HELICAL
SPRING
In certain applications, springs are designed with
@ specific objective, such as minimum weight,
minimum volume or maximum energy storage
capacity. In such analysis, only one objective is
considered at a time for a given application. In
this section, we shall discuss the optimum design
of a valve spring. The operating mechanism of
the exhaust vaive of a disse! engine is shown in
Fig. 10.22. The valve-spring is required to meet the
following two conditions:
(i) The force acting on the spring at the most
extended position should have a certain
minimum value (Puig). This force is
required to keep the valve closed and can be
considered as pre-compression,
i) When the spring is subjected to maximum
compression and the valve is completely
open, the stress in the spring wire (mx)
should not exceed the permissible torsional
shear stress,
For the purpose of analysis, the effect of inactive
coils is neglected and the spring is designed on the
basis of minimum weight.
" ae
Cross-sectional area of wire =
Length of one coil = 2D
Length of all active coils = xD
Volume of spring wire = (24) (xDN)aa
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book.434 Design of Machine Elements
Fig. 10.28 Angular Deflection of Spring
‘The strain energy stored in the spring is given by
Mh,
y =f Ud &
v=) Se ©)
‘The integration is to be carried over the entire
length of the wire, ic., from 0 to (DA). Therefore,
©
The deflection in the direction of the force P is
approximately (rd ). Using Castigtiano’s theorem,
aU _ Pr°(@DN)
oP EL
Substituting (/ = md'/64), we have
ro=
gn St PON (10.30)
Ed*
The stiffness of the helical torsion spring is
defined os the bending moment required to produce
unit angular displacement. Therefore,
galt
@
__kd*
or = GDW (10.31)
Helical torsion springs are cold-wound and
residual stresses are set up due to cold working. The
direction of the external force acting on the spring
should be such that it tends to wind up the spring,
In this case, the resulting stresses are opposite to
the residual stresses. On the other hand, when the
extemal force tends to unwind the spring, stress-
relieving treatment is required.
The design of the helical torsion spring is based
on the torgue-stress and the torque-deflection
‘equations. The spring index is gonerally kept from 5
to 15. When itis less than 5, the strain on the coiling
arbor of the torsion winder causes excessive tool
breakage. When it is more than 15, the control over
the spring pitch is lost.
Example 10.21 /t is required to design a helical
torsion spring for a window shade. The spring
is made of patented and cold-drawn steel wire of
Grade-4, The yield strength of the material is 60%
of the ultimate tensile strengih and the factor of
safety is 2. From space considerations, the mean
coil diameter is kept as 18 mm, The maximum
bending moment acting on the spring is 250 N-mm,
The modulus of elasticity of the spring material is
207 000 Nimnr?. The stiffness of the spring shonld
be 3 N-mmirad. Determine the wire diameter and
the number of active coils.
Solution
Given S,=065S, fs)=2 D= 18mm
M,~250N-mm £= 207000 N/mm?
k=3N-mmrad
Step1 Wire diameter
‘The wire diameter is calculated by the trial and error
method.
Trial! d= 14mm
From Table 10.1,
Sy = 2290 Nimm?
The permissible stress (G, ) is given by,
Sy _ 0.605, _ 0.60 (2290) 4,
ot = ES = 687 Ni
() B) @ ™
o,
857)
4c(c -1) (12.857) (12.85
= 1.0616
32M, 32(250,
=K, 2th) 1.0616)
% ( ad) " may
= 985.18 Nimm?aa
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book.438 _Design of Machine Elements
that the individual leaves are separated and the master
leaf placed at the centre. Then the second leaf is cut
longitudinally into two halves, each of width (6/2)
and placed on each side of the master leaf, A similar
procedure is repeated for the other leaves. The resultant
shape is approximately a triangular plate of thickness
1 and a maximum width at the support as (n, 6). The
bending stress in the plate at the support is given by,
M, (PAL) (t/ 2).
One ==
Ho >|
(1), = @
of ie = Se a
ee
Fig.10.32 Graduated-lengih Leaves as
Triangular Plate
It can be proved that the deflection (6,) at the
load point of the triangular plate is given by,
PL PL
oe FE 1
max, 2d (gb) |
3
or, 5 oe ()
Engbt
Similarly, the extra full-length leaves can be
treated as a rectangular plate of thickness ¢ and
uniform width (n, 6), as shown in Fig. 10.33. The
bending stress at the support is given by,
My (P,E\t/2)
p)y =
; [z yore}
_ Pb
or (p= abe ©)
’,
Fi,
3 7
(a)
|
aor tt
br
1
nb if
© Liye
Fig. 10.33 Extra full-length leaves as
rectangular plate
The deflection at the load point is given by,
341 1
3z| 5(0/ax)|
3
or see @
En,bt
Since the deflection of full-length leaves is equal
to the deflection of graduated- length leaves,
= 4
4P,D
En,bt*
2n,
te
or any ©
also, P.+P,=P. Oo
From Eqs (¢) and (1),
®
2n,P
oe )aa
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book.442 _Design of Machine Elements
(i) It is simple in construction and easy to
manufacture.
(ii) The Belleville spring is a compact spring
unit.
It is especially useful where very large force
is desired for small deflection of the spring.
It provides a wide range of spring constants
making it versatile.
(v) It can provide any linear or non-linear load-
deflection characteristic.
(vi) The individual coned disks of a particular
size and thickness can be stacked in series,
parallel or series-parallel combinations as
shown in Fig. 10.37, These combinations
provide a variety of spring constants
without changing the design. When two
Belleville springs are arranged in series,
double deflection is obtained for the
same force. On the other hand, when two
Belleville springs are in parallel, almost
double force is obtained for a given
defection.
53 es
Fig.10.37 Nesting of Belleville Springs: (a) Series
Combination (b) Parallel Combination
(c) Parallel Series Combination
(iii)
(iv)
©)
Belleville springs are used in plate clutches and
brakes, gun recoil mechanisms, relief valves and a
wide variety of bolted connections.
‘The analysis of the Belleville spring is exceedingly
complex, and mathematical treatment is beyond the
scope of this book. The load-deffection andload-stress
equations of the Belleville spring are as follows:
ES
P= [(h- 6/2) (h- St
d= Hy M(d,/2y ‘ Mes Orr]
(10.42)
ES
=—, 1G (h- 8/2) + C, 4:
© agra i 82+ Cael (1048)
where,
P = axial force (N)
eflection of spring (m)
thickness of washer (m)
free height minus thickness (m)
modulus of elasticity (N/m?)
tress at the inside circumference (N/m?)
outer diameter of washer (m)
inner diameter of washer (m)
oisson’s ratio ( 0.3 for steel)
6 [eddy
~ qlog.(d,id,)| (d,/d,) (08)
6 [cess
'
saSqmean
ae | (10.45)
log.(d,/d,) | log.(d,/d;)
—§__ [i4)=!_) (10.46)
F log. (d,/4,) 2
Example 10.26 4 Belleville spring is made of
Silicon steel. The spring is compressed completely
flat when it is subjected to an axial force of 4500 N.
The corresponding maximum stress is (1375 x 108)
N/m? Assume,
fo 21.75 and
Caleulate
(i) thickness of the washer;
(ii) free height of the washer minus
thickness (h):
(iii) outer diameter of the washer; and
(iv) inner diameter of the washer
fois
t
fen P=4500N Oya, = 1375 x 105 Nim?
Step Thickness of washer
When the spring is compressed completely flat.
6=h
From Eqs (10.44), (10.45) and (10.46),
w.—# [e—]
mlog,(d,/d,)
(d,fdj)
2
ee Sy = 0.6268
mlog..73) | 1.75aa
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book.445 _Design of Mactine Elements
wire diameter and mean coil diameter of the
outer spring are 10 and 80 mm respectively.
The number of active coils in inner and
outer springs are 10 and 15 respectively.
Assume same material for two springs and
the modulus of rigidity of spring material is
81370 N/mm?, Calculate
(i) the stiffness of spring when the deflection
is from 0 to 25 mm
(Gi) the stiffness of spring when the deflection
is more than 25 mm.
[(i) 13.24 Nimm (ii) 29.13 Nimm]
10.11 A flat spiral spring is required to provide a
Inlet maximum torque of 1000 N-mm. It is made
Fig. 10.38 Spring Loaded Relief Valve of steel strip (E = 207000 Nimm?) and the
‘maximum bending stress in the strip should
‘The diameter of the plunger is 25 mm and the not exceed 750 Nimm2. The ratio of width
outer diameter ofthe spring should notexceed 20mm to thickness of the strip is 10. The arbor
because of space limitations. The normal working tums through 2.5 revolutions with respect
pressure is 0.25 N/mm? and the valve should open to the retaining drum to provide the required
ata pressure of | N/mm?, with a valve-lift of 6 mm torque,
from the normal position. The spring is made of oil- Calculate the thickness, width and length of
hardened and tempered valve spring wire of Grade- strip.
VW (G = 81370 Nimm?). The permissible shear [U.2 mm, 12 mm and 5.62 m]
stress in the wire can be taken as 50% of theultimate 10.12 A semi-clliptic leaf spring consists of two
tensile strength. Design the spring and determine: extra full-length leaves and six graduated-
(i) the wire diameter; length leaves, including the master leaf. Each
(ii) the mean coil diameter; leaf is 7.5 mm thick and 50 mm wide, The
(iii) the stiffness of the spring; and centre-to-centre distance between the) two
(iv) the number of active coils. eyes ite] cm: The leaves are:pre: stressed
[Ci 3.6 mm (ii) 15 mm (iii) 61.36 N/mm (iv) 9} such a way that when the load is maximum,
stresses induced in all the leaves are equal to
350 Nimm?. Determine the maximum force
that the spring can withstand,
10.9 A helical compression spring of a mechanism
is subjected to an initial pre-load of 50 N and
the maximum force during the load eyele is
300 N. The wire diameter is 5 mm, while the
spring index is 5. The spring is made of oi!-
hardened and tempered steel wire of Grade-
SW (5,,= 1440 Nemm?). Determine the factor
of safety against fluctuating stresses.
[5250.N]
10.13 A semi-elliptic leaf spring consists of two
extra full-length leaves and eight graduated-
length leaves, including the master leaf, The
centre-to-centre distance between the two
, eyes of the spring is 1 m, The maximum force
. | [1.82] acting on the spring is 10 KN and the width
10.10 A concentric spring consists of two helical of each leaf is 50 mm. The spring is initially
compression springs, one inside the other. pre-loaded in such a way that when the load
The free length of the outer spring is 25 is maximum, the stresses induced in all the
mm greater than the inner spring. The wire leaves are equal to 350 Nimm?, The modulus
diameter and mean coil diameter of the inner of elasticity of the leaf material is 207 000
springare 8 and 64 mm respectively. Also, the N/mm, Determineaa
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book.450 _Design of Machine Elements _
The main advantages of friction clutch are as
follows
(i). The engagement is smooth.
(ii) Slip occurs only during engaging operation
and once the clutch is engaged, there is
no slip between the contacting surfaces.
Therefore, power loss and consequent heat
generation do not create problems, unless the
operation requires frequent starts and stops.
In certain cases, the friction clutch serves
as a safety device. It slips when the torque
transmitted through it exceeds a safe value.
This prevents the breakage of parts in the
transmission chain.
Depending upon the number of friction surfaces,
the friction clutches are classified as single-plate
or multi-plate clutches. Depending upon the shape
of the friction material, the clutches are classified
as disk clutches, cone clutches or expanding shoe
clutches.
The following factors should be considered
while designing friction clutches:
( Selection of a proper type of clutch that is
suitable for the given application
(ii) Selection of suitable friction material at the
contacting surfaces
(iii) Designing the clutch for sufficient torque
capacity
(iv) Engagement and disengagement should be
without shock or jerk
(¥) Provision for holding the contacting surfaces
together by the clutch itself and without any
extemal assistance
(vi) Low weight for rotating parts to reduce inertia
forces, particularly in high-speed applications
(vii) Provision for taking or compensating wear
of rubbing surfaces
(viii) Provision for carrying away the
generated at the rubbing surfaces
heat
11.2. TORQUE TRANSMITTING
CAPACITY
A fiction disk of a single plete clutch is shown in
Fig. 11.3. The following notations are used in the
derivation:
outer diameter of friction disk (mm)
inner diameter of friction disk (mm)
intensity of pressure at radius 7 (N/mm?)
‘otal operating force (N)
orque transmitted by the clutch (N-mm)
2
Ch
Fig.11.3 Friction Disk
The intensity of pressure p at radius r may be
constant or may be variable.
Consider an elemental ring of radius r and radial
thickness dr as shown in Fig. 11.4. For this ring,
elemental area = (27 dr)
elemental axial force = p(2nr dr)
2alpr dr) (a)
elemental friction foree = up(2mr dr)
elemental friction torque = pip(2nr dr) r
= 2m (pred) b)
Fig. 11.4 Friction Force on Elemental Ring
Integrating the expression (a),
P=[2n(prdr)
pe
or P=2nf pro quay
dia
Integrating the expression (b),
[2m (pr? dr’)
bp
or M, = 2m J pr dh (1.2)
apaa
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book.454 Design of Machine Elements
Example 11.2 Assume the data given in Example
11.1 and calculate the power transmitting capacity
of the clutch using uniform pressure theory.
Solution
=200mm d= 100mm p=02
P,=1Nimm? n=750 1pm
Step 1 Operating force
From Eq, (11.3),
=e (D?-#)= 0) (200? - 100?)
P me
=23561.95N
Step HW Power transmitting capacity
From Eq. (11.5),
= HP (DS =d°)
‘3 (D?-d?)
= 28(750)(366 519.22)
60x10 28.79
Example11.3 An plate clutch
is of two pairs of contacting surfaces with
an asbestos friction lining. The torque transmitting
capacity of the clutch is 550 N-m. The coefficient
of friction is 0.25 and the permissible intensity of
pressure is 0.5 N/mm. Due to space limitations,
the outer diameter of the friction disk is fixed as
250 mm. Using uniform wear theory, calculate
(i) the inner diameter of the friction disk; and
(ii) the spring force required to keep the clutch
in an engaged position.
automotive
cons
Solution
=550N-m D=250mm p=0.25
5 Nimm? number of pairs of contacting
surfaces = 2
Step I Inner diameter of friction disk
‘The friction disk of the automotive clutch is fixed
between the flywheel on one side and the pressure
plate on the other. The friction lining is provided on
both sides of the friction disk. There are two pairs
of contacting surfaces—one between the flywheel
and the friction disk and the other between the
friction disk and the pressure plate, Therefore,
the torque transmitted by one pair of contacting
surfaces is (550/2) or 275 N-m.
From Eq, (11.7),
(275x 10%) = %
Rearranging the terms, we have
d(250°— dP) = 5 602 254
The above equation is solved by trial and error
method. It is a cubie equation, with the following
three roots:
(i) d= 174.16 mm
Gi) d= 112.29 mm
(ii) d=-286.46 mm
Mathematically, all the three answers are correct.
‘The inner diameter cannot be negative. As a design
engineer, one should select the inner diameter as
174.16 mm, which results in a minimum area of
friction lining compared with 112.29 mm. For
minimum cost of friction lining,
d= 174mm @
Step II Required spring force
From Eq, (11.6),
P Bhd (pay =AO 30 59174)
=10386.11N Gi)
Example114 A single plate clutch consists of
one pair of contacting surfaces. Because of space
limitations, the outer diameter of the friction disk
is fixed as D. The permissible intensity of pressure
is p, and the coefficient of friction, p. Assuming
uniform wear theory, plot the variation of the torque
transmitting capacity against the ratio of diameters
(AD). Show that the torque transmitting capacity of
the clutch is maximum, when (d/D) is equal to 0.577.
Solution
Step I Variation of torque capacity against the ratio
@)
Sex @aa
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book.()) the required force to engage the clutch; and
(ii) power transmitting capaclty at 750 rpm.
Solution
Given D=150mm d=75mm p=0.1
a=750rpm_ = p,=0.3 N/mm?
Number of steel plate:
Number of bronze plates = 4
Step 1 Required operating force
From Eq. (11.6),
- FO) 59-75)
=2650.72N (i)
Step I Power transmitting capacity
There are five steel plates and four bronze plates.
The total number of plates is 9.
Number of disks ~2+1~9
apd
P=“ O-d)
or z=8
From Eq. (11.10),
M, = FE +a) = MONRO 150475
= 119 282.4 N-mm
Therefore,
_ 2mnM, _ 2 (750)(119 2824) _ 9 1.
eae ee
60106
An oil immersed multi-disk clutch,
‘asbestos on one side and steel disks
on the other, is used in an application. The torque
transmitted by the clutch is 75 N-m. The coefficient
of friction between the ashestos lining and the steel
plate in the wet condition is 0.1. The permissible
intensity of pressure on the asbestos lining is 500
kPa, The outer diameter of the friction lining is
kept as 100 mm due to space limitation. Assuming
uniform wear theory, calculate the inside diameter
of the disks, the required number of disks and the
clamping force.
Solution
Given
75N-m D=100mm p=0.1
Pa= 500 kPa
Step I Inside diameter of disks
M,=75 N-m= 75 000 N-mm_
Pq = 500 kPa = 500 x 10-3 MPa = 0.5 N /mm?
From Eq. (11.10),
Pz
M= = (D+d)
It is observed from the above expression
that there are two unknowns d and z, and one
equation. It cannot be solved unless we make
some assumption. We will assume that the clutch
is wansmitiing maximum torque. As explained in
Example 11.4, the condition for this objective is
written as,
d
prO577 or d= 0571 D=0.577(100)
= 57.7 or 58mm
Step IT Clamping force
For Eq. (11.6),
2A oy 103) 68) agp 5)
= 1913.23N
Step I Required number of disks
From Eq. (11.10)
4M, 4(75 000)
UP(D+d) — (0.1)(1913.23)(100+ 58)
.92 oF 10
Number of disks =z +1=10+1=11
We will use 6 plane stecl disks and 5 steel disks
with attached asbestos lining
114 FRICTION MATERIALS
For light loads and low speeds, wood, cork and
leather are used as friction materials, The present
trend for high speeds and heavy loads has given
a stimulus to the development of new friction
materials, which are capable of withstanding severe
service conditions.
The desirable properties of a good friction
material are as follows:
(It should have high coefficient of friction.
(ii) The coefficient of friction should remain
constant over the entire range of tempera-
tures encountered in applications.
(iii) It should have good thermal conductivity.
(iv) It should remain unaffected by environmental
conditions like moisture, or dirt particles.aa
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book.Friction Clutches 463
we 28 O=2]
‘sina 2
aM, #) (1.17)
Dividing Eq. (11.17) by (11.16),
=P pra (1.18)
4sina
The following observations are made:
(H Its observed from the above equation, that
the torque capacity is inversely proportional
to sin @. The value of of should be as small
as possible so that sin will be less and M,
will be more. Therefore, the torque capacity
of a cone clutch increases as the semi-cone
angle decreases.
However, when ois less than the angle of
static friction (@), the clutch has a tendency
to grab, resulting in self-engagement. This
is not desirable because the clutch should
engage or disengage at the will of the
operstor, To avoid self-engagement and to
facilitate disengagement,
a> angle of static friction
Taking the coefficient of friction as 0.2,
a@>tan'g or o>tan' (0.2)or 11.3"
Therefore, the semi-cone angle (a) is taken
as 125°.
(ii) Fora given torque,
M, = constant
From Eq. (11.18)
— HP
Mas
‘Therefore, a relatively small axial fore can
transmit a given torque if the semi-cone
angle is decreased. However, as the semi-
cone angle decreases, there is more wedging
action and the force required to disengage
increases. Thus, a clutch with a small semi-
cone angle requires a relatively small force
to engage the clutch but a relatively large
force to disengage the clutch.
From Eq. (11.8), the torque transmitting
capacity of single plate clutch is,
+ «sit
qOrd o Pxsina
P
M= (D+)
Dividing Eq. (11.18) by Eq. (11.8),
(Micone 1d
(MJpie Sina sin(12.5)
Thus, for given dimensions, the torque
transmitting capacity of cone clutch is higher than
that of single plate clutch,
Refer to Fig. 11.14. The face width of a friction
lining (6) is given by,
D-d
4.62
(ig)
2sinw
Fig. 11.14
Example 1110 4 cone clutch with asbestos
Jriction lining transmits 30 kW power at 500 rpm.
The coefficient of friction is 0.2 and the permissible
intensity of pressure is 0.35 N/mm?. The semi-cone
angle a is 12.5°. The outer diameter is fired as
300 mm from space limitations. Assuming uniform
wear theory, calculate:
(i) the inner diameter;
(ii) the face width of the friction lining: and
(iii) the force required to engage the clutch
Solution
Given kW=30 »=500rpm y=02
P= 0.35 Nimm? a= 125° D=300mm
StepI Inner diameter
y= SOX LO(KW) _ 60 x 10°30)
. 2an 2(500)
=572 957.8 N-mm
From Eq. (11.17),
= Pod (pp _ 4)
8sinaaa
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book.47A_ Design of Machine Elements
plane road. When the brakes are applied, the car
decelerates at 0.5 g. There are brakes on all four
wheels. Calculate:
(i) the energy absorbed by each brake; and
(ii) the torque capacity of each brake.
Solution
Given Forcar, m=1000kg v, = 100 km/h
Deceleration = (0.52)
For wheels, Skg-m? R=0.35m
For engine and the transmission system,
1=2.5 kg-m?
speed =5 (wheel speed)
Step 1 Energy absorbed by each brake
(KE of the car
100x10*
vy, = 100 km/h = 6x60
=27.18 m/s and v,=0
wpe } c0003(27.787
= 385802.44 J
(ii) KE of the wheels
79.37rad/s and @,=0
R035
1 2
KE of four wheels = alt Moy -0
= [2037937 | = 6298.81 J
(ill) KE of the engine and transmission system
@, = 5(79.37) = 396.83 rad/s and @,=0
KE= $M? -03)= $(2.5)096 837
= 196 837.97 J
The energy absorbed by the four brakes consists
of the kinetic energy of the car, the kinetic energy
of the wheel and the kinetic energy of the engine
and the transmission system.
(385 802.44 + 6298.81 + 196 837.97)
= 147 234.8) 3)
Step If Torque capacity of brake
The braking time fis given by
“oy, 27.78-0
1
=05E 00 3 050.81)
1= 5.665
‘The average velocity during the braking time is
(@,+ ©,)/2 oF (@,/2). Therefore,
o- (2): = (FZ )e56 = 224.6 md
E_ 147234.
aE ONS esa i
3 De 54.N-m Gi)
Example 12.3 4 mass of 2500 kg is lowered at
@ velocity of 1.5 m/s from the drum as shown in
Fig. 12.1. The mass of the drum is 50 kg and its
radius of gyration can be taken as 0.7 m. On
applying the brake, the mass is brought to rest in a
distance of 0.5 m. Calculate
(the energy absorbed by the brake: and
(ii) the torque capacity of the brake
2500 kg
Fig. 121
Solution
ven m=2500kg v=15 m/s
For drum,
R=0.75m
m=50kg k=0.7m h=0.5m
Step Energy absorbed by brake
KE of the mass
KE= Smo? eydyes $ 25000.) = 281251
KE of the drum
13.
¥
ot
@ =—— = 2rad/s
R078
KE= Smo -o FE50V0.770" 349)
PE of the mass
PE ~ mgh ~(2500)(9.81)(0.5) = 12 262.53
E=2812.5+49+12262.5=151243 (i)aa
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book.484 Design of Machine Elements
e
o+tsin2g
or h =a — Risin g)8 =0
4Rsin6
= 26+sin26 (12.12)
The elemental torque of frictional force (judN)
about the axis of the brake drum is (udNR). Therefore,
a
M, = 2] udNR
3
Substituting the value of dV from Eq. (0),
@
M, = 2UR2WPgay, e080
3
M4, = 2URWP pgs, Sin 8 (12.13)
The reaction Ry can be determined by
considering two components (dN cos @) and (id
sin @) as shown in Fig.12.15(2). Due to symmetry,
Juaw sing = 0
This is illustrated in Fig. 12.15(b), where two
symmetrical elements in mirror image position with
respect to the X-axis are considered.
Therefore.
6 8
Ry = 2fancosp = 2RWP max, Joos? odo
° a
= 28 Ppa ast 2
or Ry = ERP a (26+sin20) (12.14)
The reaction Ry can be determined by
considering two components (dN sin 9) and (udN
cos ¢) as shown in Fig, 12.15(a). Due to symmetry,
Javsing =0
This is illustrated in Fig. 12.15(c), where two
symmetrical clements in mirror image position with
respect to the X-axis are considered.
Therefore,
° @
R= 2fuan 608 9 = 2LRWP ne, Joos? dg
0 °
1
or
(12.15)
HRWP yyy, (20 +8120)
Pivoted shoe brakes are mainly used in hoists
and cranes. The applications of these brakes are
limited because of the physical problem in locating
a pivot so close to the drum surface.
Example 12.7 4 pivoted double-block brake,
ilar to that in Fig. 12.12, has two shoes, which
subtend an angle (26) of 100°. The diameter of the
brake drum is 500 mm and the width of the friction
Tining is 100 mm. The coefficient of friction is 0.2
and the maximum intensity of pressure between the
lining and the brake drum is 0.5 N/mm. The pivot
of each shoe is located in such a manner that the
moment of the frictional force on the shoe is zero.
Caleulate:
(i) the distance of the pivot from the axis of the
brake drum;
(ii) the torque capacity of each shoe; and
(iii) the reactions at the pivot.
Solution
Given D~ 500mm 00 mm = = 0.2
Prax, = 0.5 Nitam? 26= 100°
Step 1 Distance of pivot from axis of drum
From Eq. (12.12),
, =—4Rsind____4(250)sin(50°)
26+sin26— (2222) sin 0%
180
= 280.59 mm @
Step Torque capacity ofeach shoe
From Eq. (12.13),
M, = 2UR?WPypay, Si. 0
= 2(0.2(250)?(100¥0.5) sin(50°)
= 957 555 N-mm. Gi)
Step UL Reactions at pivot
From Eqs (12.14) and (12.15),
Ry= FR Pq (29 +sin 26)
= }(250)0100,0.5) (( wen sin (009
= 17063 N
Ry= ; HRWPyqy, (20 + sin 28)
= UR, = 0.2 (17 063) = 3412.6 N ii)aa
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The total torque-absorbing capacity of the pair
of shoes in the upper half of the brake drum is
given by,
(Mun = (p+ (4), = 686 315.98 + 404 926.43,
= 1091 242.41 N-mm
Since all four shoes are identical, the two pairs
are also identical. Therefore,
M,= (Mun + y= 2M) yp = 2(0.091 242.41)
= 218248482 N-mm
or, 1M, = 2182.48 N-n (i)
12.7 BAND BRAKES
The construction of a simple band brake is shown
in Fig.12.20. It consists of a flexible steel strip lined
with friction material, which is pressed against the
rotating brake drum. When one end of the steel
band passes through the fulcrum of the actuating
lever, the brake is called the simple band brake.
ewok
ed” |
Fig. 1220. Simple Band Brake
The working of the steel band is similar to that of
a flat belt operating at zero velocity. The free-body
diagram of forces acting on the band and the lever
is shown in Fig. 12.21. The ratio of band tensions
is given by,
Rg
Boe (12.24)
,
where,
P= tension on the tight side of the band (N)
tension on the loose side of the band (N)
11= coefficient of friction between the friction
lining and the brake drum
= angle of wrap (rad)
The torque M, absorbed by the brake is given by.
M,=(P,~P)R (12.25)
where,
jorque capacity of the brake (N-mm)
radius of the brake drum (mm)
€2) ZV
‘elt
Fig 12.21 Free-body Diagram of Forces
Considering the forces acting on the lever and
taking moments about the pivot,
Pyxa= Px!
Ba
or Pa (12.26)
An element of the band subtending an angle
(d¢) is shown in Fig. 12.22. The elemental area of
the friction lining is (Rd@w), where w is the width
of the lining parallel to the axis of the brake drum.
In the figure, (P) and (P+ dP) are tensions in the
band in the loose and tight sides respectively. Ifp is
the intensity of pressure, the normal reaction (aN)
is given by
(P+ dP)aa
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book.500_Design of Machine Elements
‘The disadvantages of belt drives compared to
other types of drives are as follows:
(i) Belt drives have large dimensions and
‘occupy more space.
Gi) The velocity ratio is not constant due to belt
slip.
(iii) They impose heavy loads on shafts and
bearings.
(iv) There is considerable loss of power resulting
in low efficiency.
(v) Belt drives have comparatively short service
life.
Belt drives are mainly used in electric motors,
automobiles, machine tools and conveyors.
Depending upon the shape of the cross-section,
belts are classified as flat belts and V-belts. Flat
belts have a narrow rectangular cross-section, while
V-belts have a trapezoidal cross-section. Flat belts
offer the following advantages over V-belts:
(i) They are relatively cheap and easy to
maintain. Their maintenance consists of
periodic adjustment in the centre distance
between two shafis in order to compensate
for stretching and wear. They do not require
precise alignment of shafts and pulleys.
‘When worm out, they are easy to replace.
(ii) A flat belt drive can be used as a clutch by
making a simple provision of shifting the
belt from tight to loose pulley and vice
versa.
Gii) Different velocity ratios can be obtained
by using a stepped pulley, where the belt
is shifted from one step to another, having
different diameters.
(iv) They can be uscd in dusty and abrasive
atmosphere and require no closed casing.
(v) The design of fiat-belt drive is simple and
inexpensive.
(vi) They can be used for long centre distances,
even up to 15 m.
(vii) The efficiency of flat belt drive is more than
‘V-belt drive.
The major disadvantage of flat belt drives over
V-belt drives are as follow:
(i) The power transmit
drive is low.
capacity of flat-belt
(ji) The velocity ratio of fiat belt-drive is lower
than V-belt drive.
(iii) Flat-belt drives have large dimensions and
‘occupy more space compared to V-belt
drives.
(iv) Flat belts generate more noise than V-belts.
(v) In general, fiat-belt drives are horizontal and
not vertical.
It is due to these reesons that flat belts are
becoming less popular on the shop floor. Flat belts
are used in belt conveyors, baking machinery, brick
and clay machinery, crushers, saw mills, textile
machinery, line shafts and bucket elevators.
Compared with flat belts, V-belts offer the
following advantages:
(® The force of friction between the surfaces of
the belt and V-grooved pulley is high due to
wedge action. This wedging action permits a
smaller arc of contact, increases the pulling
capacity of the belt and consequently
results in increase in the power transmitting
capacity.
(i) Woelts have short centre distance, which
results in compact construction,
(iii) They permit high specd-reduction even up to
seven to one.
(iv) Flat belts are hinged, while V-belts are
endless which results in smooth and quiet
‘operation, even at high operating speeds.
(¥) The drive is positive because the slip is
negligible due to wedge action
(vi) Welt drive can operate in any position,
even when the belt is vertical.
‘The disadvantages of a V-belt drive over a flat-
belt drive are as follows:
(W The ratio of the cross-sectional height to
the pulley diameter is large in case of the V-
belt. This increases bending stresses in the
belt cross-section and adversely affects the
durabilit
(ii) The efficiency of the V-belt is lower than
that of the flat-belt and the creep is also
higher.
(iii) The construction of V-grooved pulleys is
complicated and costlier compared with
pulleys of the flat-belt drive.aa
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book.504 Design of Machine Elements
Refer to Fig.13.5 again. The length of the belt
(L) is given by,
L= are (fab) + be + arc (cde) +
a =D =
= 7 la.) 40g +> (ats) + on
= Sr 2p)+ Coop +2en+ 26) +Coosp
mee
or L= Ss BD-d)+2CcosB (a)
For small val of B,
and
Substituting these values of f and cos B in Eq.
(a), we get,
L= er *\o- 4)
af 2]
8c?
2 2
244) (Dd, p_ (=a
2 2c 4c
a(D+d) | (D-dy
=2¢+2D+a) , (D-a"
4 a2 8 (13.3)
Acrossed belt drive is shown in Fig. 13.6.
Construction Draw a line Og perpendicular to the
line o;¢ The area ofeg is a rectangle.
Fig. 13.6 Crossed Belt Drive
From triangle ogo,,
sin p= 28 90468 _ 0 of
00,00, 09,
_ Di2+dj2_ Did
ee eae
D+d
sin B=
in B=
0, = %, = (180° + 2p)
= 1804 2sin1( 222) (13.4)
The procedure used for open belt drive can be
used for crossed belt drive and it can be proved that
a,
the belt length L for a crossed belt drive is given
by,
m(D+d), (D+dy
La2c+ Oe
Z a 35)
It should be noted that in the above expréssions,
D and dare pitch diameters of pulleys while L is
the pitch length of the belt,
13.4 ANALYSIS OF BELT TENSIONS
‘The forces acting on the element of a flat belt are
shown in Fig. 13.7. The following notations are
used in the derivations:aa
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book.808 _Design of Mechine Elements
13.6 CONDITION FOR MAXIMUM POWER
(ALTERNATIVE APPROACH)
‘When the belt passes over the pulley, the centrifugal
force due to its own weight tends to lift the belt
from the surface of the pulley. An element of belt
subtending an angle (d9) at the centre of the pulley
is shown in Fig, 13.9.
Fig. 13.9
Length of belt element = r do
Mass of element = mr do
where m is the mass per unit length of the belt.
The acceleration of the belt element rotating
a
about the axis of the pulley is | —
5
Centrifugal force on belt element = CF = mass x
acceleration
CF = mr do (5) mido (a)
The centrifugal force CF induces belt tension P..
By symmetry, the centrifugal force induces equal
tension on two sides of belt, Resolving the forces
acting on the belt element in vertical direction,
CF= sin{ 2) (b)
From (a) and (b),
méag=2r,sn( 2) {c)
For small values,
“e-#)
From (c) and (d),
mm? d= 2P, (4)
P.=m? (3.11,
A belt can transmit maximum power when the
following two conditions are simultaneously satisfied:
(i) The tension on the belt reaches the maximum
permissible value for the belt cross-section.
(ii) The belt is on the point of slipping, ic.,
maximum frictional force is developed in the
belt.
Suppose,
b= width of belt (mm)
1= thickness of belt (mm)
= maximum permissible tensile stress for the
belt material (N/mm?)
‘The maximum belt tension (P,,4.) is given by,
Pg OS ()
Since there is tension due to centrifugal forece,
Pi Pras. —P, ©
Also,
i
ge
or aoe ®
The power transmitted by the belt is given by,
Power =(P\— P.)
Power =P, v A= (Prag — PK = (Pru. — 7k
Power = (Pray, ¥— mv)
The power transmitted will be maximum when,
a
2 powers 0 oF S (Pay v— mr) =0
av av
or Pry, 3m = 0 (13.12)
The optimum velocity of the belt for maximum
power transmission is given by,
ip.
Van
From Eqs (13.11) and (13.12),
Pray ~3P.=0 Of Ppa =3P, (13.14)
v (13.13)
(13.15)
From the expression (f),aa
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book.512 _Design of Machine Elements
Example 13.2 The following data is given
for a V-belt drive connecting a 20 kW motor to a
compressor.
———
Motor-pulley —— Compressor-
pulley |
itch diameter 300 900
(mm)
Speed (rom) 1440. 480
Coefficient of 0.2 02
friction
The centre distance between pulleys is 1 m and
the dimensions of the cross-section of the belt are
given in Fig. 13.14(a). The density of the composite
belt is 0.97 g/cc and the allowable tension per belt
is 850 N.
How many belts are required for this application?
‘|
REESI RRS)
SoRRBIN
Rees
ee
BSISIIOY
Fig. 13.14
Solution
Given KW=20 D=900mm d=300mm
C=1m p=097 g/cc P,=850N f=0.2
n= 1440 rpm = 40°
StepI Ratio of belt tensions
From Eq. (13.1),
a,
180-2sin" (224)
2C
a)
2x 1000
= 180—2sin’ ( 145.07"
180
elaisin(@2) — ¢10/20\2.53)/sinQ0") = 4 4
(‘S2)— =2.53 rad
Step II Mass of belt per metre length
Refer to Fig. 13.14(b). Draw ab L be From A abe,
tan20° be = ba tan 20° = 14tan 20°
The width by at the base is given by,
by= 22 =2 be = 22 -2(14 tan 20°) = 11.81 mm
1
Area of cross-section = pli +22)(14)
= 236.67 mm? = (236.67 x 10) cm?
The length of a one metre belt is 100 cm.
Therefore, the mass of the belt (m) per metre length
is given by,
mass = density x volume of belt
= density x (area of cross-section x length)
97) x (236.67 x 10°2)(100) gna/m
.97)(10"3)(236.67 x 10-2100) kg/m.
.23 kg/m
Step IIL KW rating per belt
y= _tda__ 7(300)(1440)
~ 601000) 60(1000)
mv? = (0.23)(22.62)? = 117.68
From Eq. (13.7),
Ram?
Py my
R-117.68
SOS 4a
P; -117.68 ®
The allowable tension in the belt is given as
850N
22.62 m/s
eft! sin60/2)
7 P,=850N (b)
From Eqs (a) and (b),
P= 284.11. N
kW per ber = FP” _ (850 = 284.11)(22.62)
1000 1000
=128
Step1V_ Number of belts
20
‘Number of belts = De 1.56 or 2 belts
Example 13.3 The following data is given for
an open-type V-belt drive:
diameter of driving pulley ~ 150 mm
diameter of driven pulley = 300 mmaa
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book.Belt Drives 517
Belt Specification 7.2 m length of 152 mm width
and 5 plies HI-SPEED belting,
13.9 PULLEYS FOR FLAT BELTS
Table 13.4 Recommended diameters of cast iron
The pulleys for flat belts consist of three parts,
viz., rim, hub and arms or web. The rim carries
the belt. The hub connects the pulley to the
shaft. The arms or web join the hub with the rim,
There are two types of pulleys that are used for flat,
belts, viz., cast iron pulleys and mild steel pulleys”.
The pulley diameters are calculated in belt drive
design. They should comply with standard values.
The recommended values of minimum pulley
diameters are given in Table 13.3. The minimum
pulley diameter depends upon the following two
factors:
(i) The number of plies in the belt
(ii) The belt speed
Preferred values of pulley diameters are given
in Table 13.4. There is a relationship between the
width of the belt and the width of the pulley, or to
be more specific, width of the rim of the pulley.
The difference between the width of the rim and the
widih of the belt is given in Table 13.5. Preferred
values for width of cast iron and mild steel pulleys
are given in Table 13.6.
Table 13.3. Minimum pulley diameters for given belt
speeds and bet plies (mm)
No. of plies ‘Maximum belt speed (m/s)
i ie ae
3 90 100 «112140180
4 140 160 180 200-250
5 200 224 «250315355
6 250 315 355-400-450
1 355 400 450-500 S60.
8 450 500 560 630710
9 560 630710 800-900
10 630710 800-900-1000
and mild steel flat pulleys
‘Nominal diameter (mm) Tolerance on diameter
(nm)
40 405
45, 50 +06
56, 63 +08
71, 80 +10
90, 100, 112 +12
125, 140 16
160, 180, 200 +20
224, 250 £25
280, 315, 355 432
400, 450, 500 44.0
560, 630, 710 $5.0
800, 900, 1000 +63
1120, 1250, 1400 +80
1600, 1800, £1
Table 13.5 Relationship between belt and pulley widths
Belt width (mm) Pulley to be wider
than the belt
swith by (mm)
Upto and including | 13
From 125 up to and including 250 25
From 250 up to and including 375 38
From 375 up to and including 500 50
Table 13.6 Recommended widths of cast iron anu
mild steel flat pulleys
Wii (mm) Tolerance (nm)
20, 25, 32, 40, $0, 63, 71 £10
80,90, 100, 112, 125, 140 +15
160, 180, 200, 224, 250, 280, 315 £20
400, 450, 500, 560, 630 £3.0
‘There is a specific term, “crowning” of pulley in
flat belt drive. The thickness of the rim is slightly
? 15 1691-1980: Specifications for cast iron and mild steel flat pulleys.aa
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book.Table 13.12 Dimensions of standard cross-sections
Pitch
Belt
Nomi- Nomi Recom- Permis-
sec- width nal top nal mended sible
tion Wy width Height Mini---Mininvum
(mm) Wimm) T(mm) mum pitch
| pitch diameter
| diamerer of pulley
| ofpulley (nm)
aj (mm)
Z 3a 6% 30
A es! 125 S96
B 4 W 200 125
£ 19 14 315 200
D2 19 500335
E32 2363 500
5000
_. 3000
& 2000
=
S
£
% 1000
5
3
&
500
3
£0
200
100)
1 2.345 10
20 30 50 100 200
Belt Drives 523,
The selection of the cross-section depends upon
two factors, namely, the power to be transmitted
and speed of the faster shaft. Figure 13.24 shows
the range of speed and power for various cross-
sections of the belt. Depending upon the power and
speed of the faster pulley, a point can be plotted
on this diagram and the corresponding cross-
section selected. In borderline cases, alternative
design calculations are made to determine the best
solution.
500 800
Design power (kW)
Fig. 13.24 Selection of Cross-section of V belt
The calculations of V-belts are based on
preferred pitch diameters of pulleys and pitch
lengths, The series of preferred values for pitch
diameters and pitch lengths (in mm) are given in
Tables 13.13 and 13.14 respectively.
The number of belts required for a given appli-
cation is calculated by the following relationship:
Number of belts
(transmitted power in kW) x (F,)
~ (KW rating of single V-belt) x (F.) x (Fy)
PXE,
“BXEXhy (13.18)
where,
P = drive power to be transmitted (kW)
F,=correction factor for industrial service
(Table 13.15)
P, = power rating of single V-belt (from Table
13.16 to Table 13.20)
&, rection factor for belt length (Table 13.21)
F,=correction factor for are of contact
(Table 13.22)
An extensive data regarding the correction factors,
kW ratings of belts and other details is given in the
standard as well as in manufacturer’s catalogues.
However, the discussion in this article is restricted to
the selection procedure of general purpose belts.aa
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book.534_Design of Machine Elements
Table 13.21 Correction factors for belt pitch length (F,)
Table 13.22 Correction factor for arc of contact (E,)
Correction Belt pitch length (mm)
Factor Belt cross section
Z A B c Dd E
0.80 630
0.81 930 |
0.82 700 1560 2740
0.83 1000
0.84 790 1760
0.85 1100
0.86 | 40s 890 3130
0.87 1210 1950 3330
0.88 990
0.89
090 | 475 1100 1370 2190 3730 4660
0.91 2340
092 | 530 1560 2490 4080 5040
0.93 1250
0.94 2720 4620. $420
0.95 625 1760 2800
0.96 1430 3080 6100
097 1950 $400
0.98 700 1550 3310
0.99 1640 2180 3520 6850
1.00 780 1750 2300 6100
1.02 1940 2500 4060 7650 |
1.03 6840
1.94 | 920 2080 2700
1.05 2200 2850 4600 7620 9150
1.06 2300
1.07 1080 8410 9950.
1.08 2480 3200. 5380
1.09 2570 9140. 10710
L10 27003600
La 6100
1.12 2910 10700. 12230
113 3080 4060
114 3290 6860 13750
Las 4430
116 3540 4820. 7600 12200
117 5000 13700 15280
118 5370
119 6070 15200 16800
1.20 9100
1.21 10700.
Are of contadion— Corréction
D-a
os smaller pulley Factor Fy
¢ Gin degrees)
0.00 180 1.00
0.05 177 0.99
0.10 174 0.99
01s 171 0.98
0.20 169 0.97
0.25 166 0.97
0.30 163 0.96
035 160 0.95
0.40 157 0.94
0.45 154 0.93
0.50 151 0.93
13.12. SELECTION OF V-BELTS.
In practice, the designer has to select a V-belt from
the catalogue of the manufacturer. The following
information is required for the selection:
(i) Type of driving unit
(ii) Type of driven machine
(iii) Operational hours per day
(iv) Power to be transmitted
(v) Input and output speeds
(vi) Approximate centre distance
upon the availability of space
The basic procedure for the selection of V-belts
consists of the following steps:
(i) Determine the correction factor according to
service (F,) from Table 13.15. It depends upon
the type of driving unit, the type of driven
machine and the operational hours per day.
(ii) Calculate the design power by the following
relationship:
depending
Design power = F, (transmitted power)aa
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book.Belt Drives 539
Example 13.10 11 is required to select a V-belt
‘drive from 5 RW normal torque motor, which runs
at 1440 rpm to a light duty compressor running at
970 rpm. The compressor runs for 24 hours per
day. Space is available for a centre distance of
about 500 mm. Assume that the pitch diameter of
the driving pulley ix 150 mm.
Solution
Given kW=5 = 14401pm_ n= 970 pm
C=500mm service = 24 hours per day
d~-150mm
StepI Correction factor according to service (F,)
In this application, a normal torque motor is driving
a compressor of 5-kW capacity. From Table 13.15,
the correction factor according to service (F,) is
12,
Step Design power
Design power = F, (transmitted power)
2(5)= 6 kW
Step IIL Type of cross-section for belt
Plot a point with co-ordinates of 6 kW and 1440
apm speed in Fig. 13.24. It is observed that the
point is located in the region of the B-section belt.
Therefore, for this application the cross-section of
the V-belt is B.
StepIV Pitch diameter of smaller and bigger pulleys
The pitch diameter for the smaller pulley is given
as 150 mm,
1440
fio = —— = 1.485
Speed ratio= 5-5
d=150mm and D=1.485(150)= 222.68 mm
It is observed from Table 13.13 that standard
diameter for bigger pulley is 224 mm.
D=224mm
Step V_ Pitch length of belt
From Eq. (13.3),
n(D+d) Ora
4c
(224 +150) , (224 — 150)?
2 4(500)
b=2C+
= 2(500)+
= 1590.22 mm
Step VI Preferred pitch length
From Table 13.14, the preferred pitch length for
B-section belt is 1560 or 1690 mm. It is assumed
that the pitch length of the belt is 1560 mm.
Step VII Correct centre distance
Substituting this value of pitch length in Eq. (13.3),
n(D+d)_(D-dy
2 4c
(224 +150) | (224~ 150)?
2 4c
Simplifying the above expression,
C2 486.26C + 684.5=0
486.26 + 486.267 ~ 4(684.
C= = 484.85 mm
2
The correct centre distance is 484.85 mm.
Step VEIL Correction factor for belt pitch length (F.)
From Table 13.21 (B-section and 1560 mm pitch
length),
L=2C+
1560 = 2C +
F,=092
Step IX Correction factor for arc of contact (F,)
From Eq. (13.1),
= s0-2sir'( 24)
2c
224-150
2x 484.85
=180-2sin“( )=17125° ori
From Table 13.22, Fy= 0.98
StepX Power rating of single V-beit
From Table 13.17, (1440 mpm, 150 mm pulley,
B-section) (speed ratio = 1.485)
P, = 3.83 +0.36=4.19 kW
Step XI Numter of belis
From Eq. (13.18),
PxE,
FLXELX Fy
___5(1.20)
~ 4.19(0.92)(0.98)
1.59 or 2 belts
Number of belts ~aa
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book.Chain Drives. «
A Chapter 14
14.1 CHAIN DRIVES direction by means of the chain from a single
; driving sprocket
A chain drive consists of an endless chain
wrapped around two sprockets as shown in Driven wheels 2S
Fig. 14.1. 4 chain can be defined as a series of 2
links connected by pin joints. The sprocket is
2 toothed wheel with a special profile for the
teeth. The chain drive is intermediate between
belt and gear drives. It has some features of belt
Driving
wheel
: + Fig. 14.2
Driving Driven a pan ag wl
sprocket sprockst (iii) Chain drives have small overall dimensions
| ; than belt drives, resulting in compact unit.
Fig 141 Clin Drives (iv) A chain does not slip and to that extent,
z thain drive is a positive drive.
drives and some of gear drives. The advantages of . asta ha
chain drives compared with belt and gear drives are GG) "The eftieisary, oF chaid cirives/is Righs’Rok
as follows: properly lubricated chain, the efficiency of
(Chain drives can be used for long as well as chain’ drive ix font 9696 1 98%,
short centre distmces, They are particularly (©!) Chain does not require intial tension.
suitable for medium centre distance, where La the forces acting on shafts are
gear drives will require additional idler * Guanes 7 ‘i
gears, Thus, chain drives can be used over a (ii) Chains are easy to replace.
(viii) Atmospheric conditions and temperatures do
wide range of centre distances
As shown in Fig. 14.2, a number of shafts
can be driven in the same or opposite
not affect the performance of chain drives.
They do not present any fire hazard,aa
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book.552 _ Design of Machine Elements
high speed applications, the recommended surface
hardness is 300 to 500 BH. The teeth are hardened
cither by carburising in case of low carbon stee! or by
quenching and tempering in case of high carbon steel.
Lh
Y
SSS
NB]
Sw
©
Fig.14.9 Construction of Sprocket Wheels
(@)
(a) (b)
‘The difference between the gear and the sprocket
is as follows:
(i) A gear meshes with another gear. A sprocket
meshes with an ‘intermediate’ link, namely
chain, which in tum meshes with another
sprocket.
The face width of gear is usually more with
respect to its diameter, The sprockets are
comparatively thin so as to fit between inner
link plates of the chain.
The teeth of gears have involute profile,
while circular ares are used for the profile of
sprocket teeth.
There are standard profiles for the teeth of a
di)
(iii)
Table 146 Proportions of the sprocket wheel (Figs 14.10.and 14.11)
sprocket wheel, as illustrated in Figs 14.10 and
14.11. The principal dimensions of the tooth profile
are given in Table 14.6,
be =| bn bn) bn
ee FT
IZ
Dr Ds) | i
| [ee
Fig. 14.11 Rim Profile of Sprocket
_ imension _ Notation
1. Chain giteh P (able 14.1)
ech ek p
2. Pitch circle diameter D 5)
2 |
3. Roller diameter a (Table 14.1)
4, Width between inner plates 4, (Table 14.1)
5, Transverse pitch Pi (Table 14.1)
6. Top diameter D, (Dynwx = D+ 1.25p ~ a
doin = D+? (
7. Root diameter D,
D-2r,
(Contd)aa
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book.562 Design of Machine Elements
and 40p = 40(12.7) = 508 mm
Refer to Fig.14.15(a). a, 6 and c are the centres
of circles 4, B and C respectively. Construct a line
ad perpendicular to the line be.
sinp= 24-202 95 2. p~30°
ab 40p
Referring to Fig. 14.15(a),
Dy-D, _[137.64-69.12
sino, = 28 —Pa_ | 137.68— 09.12
2a 2(508)
or @=3.87°
¥ De-Dz 206.3 ~ 137.64
sin ory as
2a 2(508)
or a =3.87°
The forves acting on the shaft of the sprocket B
are shown in Fig.14.15(b). Considering equilibrium
of vertical and horizontal forces,
III sin (30 + ay) + $55.5 cos a
111 sin (30 + 3.87) + 555.5 cos (3.87)
= 1173.41 N
111 cos (30 + of) - 555.5 sin a
111 cos (30 + 3.87) ~ $55.5 sin (3.87)
= 884.98 N
The resultant reaction Ris given by
R
14.9 SILENT CHAIN
The silent or inverted-tooth chain as shown in
Fig. 14.16 consists of a series of links formed from
laminated steel plates. Each plate has two teeth
with a space between them to accommodate the
mating tooth of the sprocket. The sprocket teeth
have a trapezoidal profile. Depending upon the type
of joint between links, the silent chains are divided
into two groups—Reynold chain and Morse chain.
In the Reynold chain, the links are connected by
pins resulting in sliding friction. Rocker joints are
used in Morse chain.
Fig 14.16 Silent chain
Compared with roller chains, the silent chains
can be used for high speed applications. They
operate more smoothly and almost noiselessly. Their
reliability is more due to laminated construction,
They are, however, more heavier, more difficult to
manufacture and more expensive than roller chains.
Their applications are limited due to these reasons.
Short-Answer Questions
14.1 What are the advantages of chain drives?
14.2 What are the disadvantages of chain drives?
14.3 What are the applications of chain drives?
14.4 What are the advantages of link chains?
14,5 What are the disadvantages of link chains?
14.6 What are the applications of link chains?
14.7 What are the five parts of roller chain?
14.8. How will you designate roller chain’
14.9 What are simple and duplex roller chai
14.10 What is the offset link of roller chain?
14.11 What is the polygonal action in rolle: chain?
How will you reduce it?
14.12 In chain drives, the sprocket has odd
number of tecth and the chain has even
number of links. Why?
14.13. What are the types of failure in roller chains?
14.14 What are the advantages of silent chains?
14.15 What are the disadvantages of silent chains?
14.16 What are the applications of silent chains?aa
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book.366 Design of Machine Elements
the radius of the ball is slightly less than the
radii of curvature of the grooves in the races.
Kinematically, this gives a point contact between
the balls and the races. Therefore, the balls and
the races may roll freely without any sliding, Deep
groove ball bearing has the following advantages:
(a) Due to relatively large size of the balls, deep
groove ball bearing has high load carrying
capacity.
{b) Deep groove ball bearing takes loads in the
radial as well as axial direction.
(c) Due to point contact between the balls
and races, frictional loss and the resultant
temperature rise is less in this bearing. The
maximum permissible speed of the shaft
depends upon the temperature rise of the
bearing. Therefore, deep groove ball bearing
gives excellent performance, especially in
high speed applications.
(4) Deep groove ball bearing generates less
noise due to point contact.
(e) Deep groove ball bearings are available with
bore diameters from a few millimetres to
400 millimetres.
‘The disadvantages of deep groove ball bearings
are as follows:
(a) Deep groove ball bearing is not self-
aligning. Accurate alignment between axes
of the shaft and the housing bore is required.
(b) Deep groove ball bearing has poor rigidity
compared with roller bearing. This is due
to the point contact compared with the
ine contact in case of roller bearing, It is
unsuitable for machine tool spindles where
rigidity is important consideration,
(ii) Cylindrical Roller Bearing When maximum
load carrying capacity is required ina given space,
the point contact in ball bearing is replaced by the
line contact of roller bearing. A cylindrical roller
bearing consists of relatively short rollers that are
positioned and guided by the cage. Cylindrical roller
bearing offers the following advantages:
(a) Due to line contact between rollers and
races, the radial load carrying capacity of the
cylindrical roller bearing is very high.
(b) Cylindrical roller bearing is more rigid than
ball bearing.
(©) The coefficientof frictions low and frictional
Joss is less in high-speed applications,
The disadvantages of cylindrical roller bearing
are as follows:
(a) In general, cylindrical roller bearing cannot
take thrust load.
(b) Cylindrical roller bearingiis not self-aligning
It cannot tolerate misalignment. It needs
precise alignment between axes of the shaft
and the bore of the housing.
(©) Cylindrical roller bearing generates more
noise.
(ii) Angular Contact Bearing In angular contact
bearing, the grooves in inner and outer races are
so shaped that the line of reaction at the comact
between balls and races makes an angle with the axis
of the bearing. This reaction has two components—
radial and axial. Therefore, angular contact bearing
can take radial and thrust loads. Angular contact
bearings are often used in pairs, either side by side
or at the opposite ends of the shaft, in order to take
the thrust load in both directions. These bearings
are assembled with a specific magnitude of pre-
load, Angular contact bearings offer the following
advantages:
(a) Angular contact bearing can take both radial
and thrust loads.
(b) In angular contact bearing, one side of
the groove in the outer race is cut away to
pemnit the insertion of larger number of balls
than that of deep groove ball bearing. This
permits the bearing to carry relatively large
axial and radial loads. Therefore, the load
carrying capacity of angular contact bearing
is more than that of deep groove ball bearing.
The disadvantages of angular contact bearings
are as follows:
(a) Two bearings are required to take thnust load
in both directions.
(b) The angular contact bearing must be mounted
without axial play.
(©) The angular contact bearing requires initial,
pre-loadingaa
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book.572 _Design of Machine Elements
of Vis 1 when the inner race rotates while the outer
race is held stationary in the housing, The value of
V is 1.2 when the outer race rotates with respect to
the load, while the inner race remains stationary. In
most of the applications, the inner race rotates and
the outer race is fixed in the housing. Assuming V as
unity, the general equation for equivalent dynamic
load is given by,
P=XF,+YF, - (153)
In this chapter, we will use the above equation
for calculating equivalent dynamic load. The effect
of F should be considered in special cases, where the
outer race rotates and the inner race is stationary.
When the bearing is subjected to pure radial
load F,,
P=F, (15.4)
When the bearing is subjected to pure thrust
load F,,
P=F, (15.5)
15.9 LOAD-LIFE RELATIONSHIP
The relationship between the dynamic load carrying
capacity, the equivalent dynamic load, and the
bearing life is given by,
(18.6)
»
bo = (§)
rated bearing life (in million revolutions)
iynamic load capacity (N), and
p=3 (for ball bearings)
0/3 (for roller bearings)
Rearranging Eq. (15.6),
C=PC Ly)?
For all types of ball bearings,
C=P( Ly)"
For all types of roller bearings,
CHP (Ly) (15.8)
The relationship between life in million
revolutions and life in working hours is given by
(15.7)
60n
107 on (15.9)
10
where,
1 jon = rated bearing life (hours)
peed of rotation (rpm)
Example 15.1 In a particular application, the
radial load acting on a ball bearing is 5 kN and
the expected life for 90% of the bearings is 8000 h.
Calculate the dynamic load carrying capacity of the
bearing, when the shaft rotates at 1450 rpm.
Solution
Given F,=5KN Lio, = 8000h
Step I Bearing life (Ly)
Iyq = Sotleon . $0(14508000)
° 10° 10°
= 696 million rev.
n= 1450 1pm.
Step IT Dynamic toad capacity
Since the bearing is subjected to purely radial load,
P=F,=5000N
From Eq. (15.7),
C= P(Ljo)'3 = (5000)(696)" = 44 310.48 N
Example 15.2 4 taper roller bearing has a
dynamic load capacity of 26 KN. The desired life for
90% of the bearings is 8000 h and the speed is 300
rpm. Calculate the equivalent radial load that the
bearing can carry.
Solution
Given C=26KN Ly9,=8000h n= 300 1pm
Step I Bearing life (Ly)
OnLy _ 60(300)(8000)
fo = To 10
= 144 million rev.
Step I Equivatent radial load
From Eq. (15.8), C=P(Lyo)°3
C___ 26000
Go 044
Since the bearing is subjected to purely radial
load,
= 5854.16N
F,
=5854.16N
15.10 SELECTION OF BEARING LIFE
While selecting the proper size of bearing, it is
necessary to specify the expected life of the bearing
for the given application. The information regarding
the life expectancy is generally vague and valuesaa
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book.Rolling Contact Bearings 585
Table 15.6 (Contd)
d D B Cc Designation e Y
90 160 325 183.000 30218 043 14
160 42.5 238000 32218 0.43 14
190 465 308000 30318 035 7
190 46. 251000 3318 0.83 0.72
190 675 429.000 32318 035 17
100 145 24 119000 T4CB100 0.48 1.25
150 32 161000 32020.X 0.46 13
150 39 212000 33020 0.28 21
165 47 292000 T2EE100 O31 19
180 37 233000 30220 0.43 14
180 ” 297000 32220 0.43 la
180 63 402000 33220 0.40 1s
215 SLS 380000 30320 0.35 7
215 56.5 352000 31320. 0.83 0.72
215 as 539000 32320 0.35 7
150 225 48 347000 32030.X 0.46 13
270 49 402000 30230 043 14
270 7 682000 32230 043 14
320 nR 765000 30330 035 7
320 2 837000 31330. 0.83 o72
200 280 51 446000 32940 0.40 is
310 7 704000 32040. 0.43 14
360 64 737000 30240 043 14
360 104 1140000 32240 0.40 1s
300 420 76. 990.000 32960, 0.40 1s.
Example 15.8 4 transmission shaft, ransmitting Solution
8 KW of power at 400 rpm from a bevel gear G; 10
a helical gear G, and mounted on two taper roller
bearings B, and B, is shown in Fig. 15.12(a). The
gear tooth forces on the helical gear act at a pitch
circle radius of 55 mm, while those on the bevel gear
can be assumed to act at the large end of the tooth
ai a radius of 50 mm. The diameter of the journal
at the bearings B, and B, is 40 mm, The load factor
is 1.2 and the expected life for 90% of bearings is
10 000 h. Bearings B, and By are identical. The
thrust force due to bevel and helical gears is taken by
the bearing B., Select suitable taper roller bearings
Jor this application.
ven kW=8 n=400pm d= 40mm
load factor = 1.2 Lig, = 10000 h
Step 1 Radial and axial forces on benrings
The forces acting on the shaft in the vertical and
horizontal planes are shown in Fig. 15.12(b).
Considering forces in the vertical plane and taking
moments about the bearing B,,
3473 (150) + 439 (100) — 1319(50) — Ry (300) = 0
e Ryg= 1663N
Considering equilibrium of vertical forces,
3473 — Ry, — 1663-439 =0
ti Ry = BIN
Considering forces in the horizontal plane and
taking moments about the bearing 8),aa
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book.604 Design of Machine Elements
and stick to the surface in a particular fashion.
The clusters of polar molecules, cohering to
one another and adhering to the surface, form a
compact film which prevents metal to metal contact
as is seen in the region B. This results in partial
lubrication. There is also a zone (region 4) where
metal to metal contact takes place, junctions are
formed at high spots and shearing takes place due
to relative motion. The performance of bearing
under boundary lubrication depends upon two
factors, namely, the chemical composition of the
lubricating oil, such as polar molecules (at the
region B), and surface roughness (at region 4).
The hydrodynamic bearing also operates under the
boundary lubrication when the speed is very low or
when the load is excessive.
There is a particular mode of lubrication known
as elastohydrodynamic lubrication. When the
fluid film pressure is high and the surfaces to be
separated are not sufficiently rigid, there is elastic
deformation of the contacting surfaces. This elastic
deflection is useful in the formation of the fluid film
in certain cases. Since the hydrodynamic film is
developed due to elastic deflection of the parts, this
mode of lubrication is called elastohydrodynamic
lubrication. This type of lubrication occurs in gears,
cams and rolling contact bearings.
16.2 VISCOSITY
Viscosity is defined as the internal frictional
resistance offered by a fluid to change its shape
or relative motion of its paris. An oil film placed
between two parallel plates is shown in Fig. 16.7.
The lower plate is stationary while the upper plate
is moved with a velocity U by means of a force P.
Area—-A
LLL
Stationary plate
Fig. 16.7 Newton's Law of Viscosity
‘The molecules of oil are visualised as small balls,
which roll in layers between two plates. The oil will
stick to both the surfaces, and therefore the layer of
molecules in contact with the stationary plate has
zero velocity. Similarly, the layer of molecules
in contact with the upper plate will move with a
velocity U. The intermediate layers will move with
velocities which are proportional to their distance
from the stationary plate. Therefore,
u_U,_U;
hh hy
This type of orderly movement is called streamline,
laminar or viscous flow.
The tangential force per unit area, i.e.,(P/A),
is shear stress, while the ratio (U/h) is the rate of
shear. According to Newton’s law of viscosity, the
shear stress is proportional to the rate of shear at
any point in the fluid. Therefore,
(6)
ron
When the velocity distribution is non-linear with
respect to, the term (L/h) in the above equation is
replaced by (dU/dt) and the equation is rewritten as
au
i sal dh }
The constant of proportionality jz in the above
equations is called the absolute viscosity. The unit
of absolute viscosity is given by
or
(16.1)
(16.2)
= N-s/imm?
or MPa-s
The popular unit of viscosity is the Poise, which
gives absolute viscosity in dyne-s/cm*. Poise is a
large unit and viscosities of most of the lubricating
oils are given in terms of centi-Poise (cP), which is
one-hundredth of a Poise. Therefore, following two
separate notations are used for viscosity:
= viscosity in units of (N-s/mm?) or (MPa-s)
cosity in units of (cP)aa
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book.Sliding-Contect Bearings 619
or o=201990°%)(— ]eossauot
u
H=0.145(10°) N-s/mm? = 0.145 cP
16.
REYNOLD’S EQUATION
The theory of hydrodynamic lubrication is based
on a differential equation derived by Osborne
Reynold. This equation is based on the following
assumptions:
@ The lubricant obeys Newton’s
viscosity.
ii) The lubricant is incompressible.
(iii) The inertia forces in the oil filmare negligible.
(iv) The viscosity of the lubricant is constant.
(¥) The effect of curvature of the film with
respect to film thickness is neglected. It
is assumed that the film is so thin that the
pressure is constant across the film thickness.
(vi) The shaft and the bearing are rigid.
(vii) There isa continuous supply of lubricant.
An clement having dimensions ds, dy and d: is
considered in this analysis, and is shown in Figs
16.20 and 16.21. X is the axis in the direction of
motion, ¥ is the axis in the radial plane and Z is the
axis parallel to the axis of the journal. u, v and w
are velocities in X, ¥, Z directions respectively. 1,
and 7, are shear stresses along X and Z directions,
while p is the fluid film pressure.
law of
Fig.16.20 Fluid Element in X-Y Plane
[— Oil groove
Bearing—>f
7 f
d
Lae
WILE
eI
Fluid
element
Fig. 20.21 Fluid Element in Y-Z Plane
The forces acting on the element in X direction
are shown in Fig. 16.22. Considering equilibrium
of forces,
(Za aey -(Zaloe) ©
| (ed)
Fig. 16.22 Equilibrium of Forces in X Direction
The product (dr dy dz) indicates the volume of
the clement. Since the element has positive volume,
(de dy de) #0
Therefore, Eq. (a) is written as,
BQ»
According to Newton's law of viscosity [Eq.
(16.2),
=H ©
From (b) and (©),
Integrating twice,aa
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(iii) Start-up Load The unit bearing pressure for
starting conditions should not exceed 2 Nimm?.
The start-up load is the static load when the
shaft is stationary. It mainly consists of the dead
weight of the shaft and its attachments. The start-
up load can be used to determine the minimum
length of the bearing on the basis of starting
conditions,
(i) Radial Clearance The radial clearance should
be small to provide the necessary velocity gradient.
However, this requires costly finishing operations,
rigid mountings of the bearing assembly and clean
lubricating oil without any foreign particles. This
increases the initial and maintenance costs. The
practical value of radial clearance is 0.001 mm per
mm of the journal radius. Or,
c=(0.001)r
The practical values of radial clearances for
commonly used bearing materials are given in
Table 16.3.
Table 16.3 Radial clearance
Material
Babbins
Radial clearance
(0.001) r to (0.00167) r
ad (0.001) r to (0.01) r
(0.002) r to (0.0025) r
Copp’
Aluminium-alloy
(v) Minimum Oil Film Thickness The surface finish
of the journal and the bearing is governed by the
value of the minimum oil film thickness selected by
the designer and vice versa. There is a lower limit
for the minimum oil film thickness, below which
metal to metal contact occurs and the hydrodynamic
film breaks. This lower limit is given by,
hy = (0.0002)r
(i) Maximum Oil Film Temperature The
lubricating oil tends to oxidise when the operating
temperature exceeds 120%. Also, the surface of
babbitt bearing tends to soften at 125°C (for
bearing pressure of 7 N/mm?) and at 190°C (for
bearing pressure of 1.4 N/mm?), Therefore, the
operating temperature should be kept within these
limits. In general, the limiting temperature is 90°C
for bearings made of bebbits.
Bearings can be designed for two different
conditions—bearings for maximum load carrying
capacity and bearings for minimum. frictional
fh,
loss. The optimum values of (%) for full journal
bearing for these conditions are as follows:
(5) ratio (4) or (*) for |
‘maximum load minimum fiction |
= 0.66 0.60
1 033 030
os 0.43 0.12
025 027 0.03
The designer can use the above values for design
of bearings under optimum conditions.
Example 16.9 The following data is given for a
360° hydrodynamic bearing:
radial load = 3.2 kN
Journal speed = 1490 rpm
Journal diameter = 50 mm
bearing length = 50mm
radial clearance = 0.05 mm
viscosity of lubricant = 25 cP
Assuming that the total heat generated in
the bearing is carried by the total oil fiow in the
bearing, calculate
(i) coefficient of friction;
(ii) power lost in friction;
(iii) minimum oil film thickness;
(iv) flow requirement in litres/min; and
(y) temperature rise.
Solution
Given .2KN 2 =1490 rpm
1=50mm c¢=0.05mm z= 25cP
Step Performance parameters
W _ 32,0100
P= 1a (60)(50)
s-(2) (ais) (Sa)
= 0.121
= 1,28 N/mm?aa
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and the flow requirement is given by,
Phe
o= Eh
6u log,
(2)
165 A 360° hydrodynamic bearing operates
under the following conditions:
radial load = 50 kN
joumal diameter = 150 mm
bearing length = 150 mm
radial clearance = 0.15 mm
minimum film thickness = 0.03 mm
viscosity of lubricant = 8 cP
What is the minimum speed of operation
for the joumal to work under hydrodynamic
conditions?
[2973 rpm}
16.6 The following data is given for a 360°
hydrodynamic bearing:
joumal diameter = 100 mm
bearing length = 100 mm
radial load = 50 KN
joumal speed = 1440 rpm
radial clearance = 0.12 mm
viscosity of lubricant = 16 cP
Calculate
(i minimum film thickness;
(i) coefficient of friction; and
ii) power lost in friction.
[(@ 0.0087 mum (ii) 2.016 x 10° (iii) 0.76 kW)
16.7 The following data is given for a full
hydrodynamic bearing:
radial load = 25 KN
joumal speed = 900 rpm
unit bearing pressure = 2.5 MPa
(Ud) ratio = 1
viscosity of lubricant = 20 cP
class of fit = H7e7
Caleulate
i) dimensions of the bearing ,
‘minimum film thickness, and
requirement of oil flow.
[@) 100 x 100 mm (ii) 0.0191 mm
(iii) 1.057 litre/min|
168 The following data is given for a 360°
journal diameter
bearing length
journal speed = 1440 rpm
radial load = 8 kN
viscosity of lubricant = 12 cP
The bearing is machined on the lathe from
bronze casting, while the steel journal is
hardened and ground. The surface roughness
(cla) values for turning and grinding are 0.8
and 0.4 microns respectively. For thick film
hydrodynamic lubrication, the minimum
film thickness should be five times the sum
of surface roughness values for the journal
and bearing. Calculate
(®) the permissible minimum film thickness;
(ii) the actual film thickness under operating
conditions; and
(iii) power lost in friction.
[(@ 6 microns (ii) 6.07 microns (iii) 0.069 kW)aa
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For high speed reduction, two-stage or three-stage
constructions are used. The normal velocity ratio for
a pair of bovel gears is 1 : 1, which can be increased
to 3: 1 under certain circumstances. For high speed
reduction, worm gears offer the best choice. The
velocity ratio in their case is 60 : 1, which can be
increased to 100: 1. They are widely used in material
handling equipment duc to this advantage.
Spur gears generate noise in high speed
applications, due to sudden contact over the entire
face width between two meshing teeth. In helical
gears, the contact between the two meshing texth
begins with a point and gradually extends along
the tooth, resulting in quiet operations. Helical
gears are, therefore, preferred for high speed power
transmission, Fromcostconsiderations, spurgearsare
the cheapest. They are not only easy to manufacture
but there exist a number of methods to manufacture
them, The manufacturing of helical, bevel and
worm gears is a specialized and costly operation.
17.5 LAW OF GEARING
The fundamental law of gearing states ‘The common
normal to the tooth profile at the point of contact
should always pass through a fixed point, called
the pitch point, in order to obtain a constant
velocity ratio’. Referring to Fig. 17.6, O, end O;
Fig. 17.6 Law of Gearing
are centres of the two gears rotating with angular
velocities @, and w, respectively. C is the point of
contact between the teeth of the two gears and NN is
the common normal at the point of contact.
GA is the velocity of the point C, when it is
considered on the gear 1, while GB is the velocity
of the point C, when it is considered on the gear 2.
Also,
CAL O,C and CR1LO,C
_The projections of the two vectors CA and CB, ie.,
GB, along the common normal NN must be equal,
otherwise the teeth will not remain in contact and
there will be a slip.
C= 0 « O,C
CB= ox 0,C
AC, CA ‘
@, OC *CB ®
Since AO,CG and ACAD are similar, hence
)
Similarly, AO,FC and ACDB are similar, and
thus
OG OF
"CB CD 2)
From (b) and (©),
CA_ OC OF
"ae" ae
0c *
From (a) and (d),
OF
@, OG ©
Similarly, AO,FP and AQ,GP are similar,
therefore,
GE OP
ao" OP o
From (¢) and (f),
@ _ OP
o, OP ()
Also,
O,P + O,P = 0,0; = constant ()
Therefore, for 2 constant velocity ratio («@,/0,),
P should be a fixed point. This point P is called the
pitch point.aa
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(9) Components of tooth force between gears E
and F
(i) Components of tooth force between gears B
and C.
Solution
Given KW=5 n=250pm a= 20°
2,=65 zp=20 z=80 2¢=35 m=Smm
Step Free-body diagrant of forces
‘The centre distance between two pins, which are
fixed to the drum, is denoted by a.
dy+dy 3254175
a 2
The output torque on the mixing drum is given
by,
= 250mm
60x10%(kW) _ 60 10°(5)
2nn 2(250)
= 190 985.93 N-mm (@)
Refer to Fig. 17.27 for the flow of power. B is
the input pinion. Power is supplied from the pinion
Bto the gear C and then from the gear E to the gear
F. Therefore, between gears E and F, the gear £ is
the driving gear and the gear F is the driven gear.
The construction of a free-body diagram of forces is
illustrated in Fig, 17.28. Let us denote F; and F’, as,
upper and lower planetary gears F.
Refer to Fig. 17.28(a):
(i) Itis assumed that the gear £ is rotating in the
clockwise direction. Therefore, gears F and
F, will rotate in anti-clockwise direction. 4
isa fixed internal gear.
(i) During working operation, the point 1 on the
gear E and the point 2 on the gear F, will be
in contact with cach other. Similarly, points
3 and 4, points 5 and 6, and points 7 and 8
will be in contact with each other.
Refer to Fig. 17.28(b):
(i) Gear F; is the driven gear as compared to
the gear £. It is made to rotate in the anti-
clockwise direction. Therefore, at the point
2, the tangential component (P;)gr will act
‘towards the right. For this component, there
M,
will be an equal and opposite reaction on
the gear E at the point 1, Therefore, the
tangential component (P,),,Will act towards
left at the point 1 on gear E.
ZZ
“ZA
«
8 8 Pick
e (Pere?
e- "ey ines
, i
‘ her "
1 Jews (Pler |
\
: :
6) CH i
4 Nemes i
44 4h ip) i
6 a (Phere iL
V2(Pier
"7 F< Pa
3
(a)
Ahir g.
(o)
Fig. 17.28 Free Body Diagram of Forces
(ii) Gear F, is also a driven gear as compared
to the gear £. It is made to rotate in anti-
clockwise direction. Therefore, at the point
4, the tangential component (P,)ep will act
towards the left. For this component, there
will be equal and opposite reaction on the
gear £ at the point 3. Therefore, the tangential
component (P,)-,- will act towards the right
at the point 3 on the gear E.
(iii) Gear A is fixed: in the housing and will
resist the motion of planetary gears F; and
F,, Therefore, in relative terms, gears F,
and F, are driving gears with respect to the
gear A. For the driving gear, the tangential
component acts in opposite direction of the
motion. Therefore, at the point 5 on the gear
F,, (P) qq Will acttowards the right. Similarly,aa
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book.Spur Gears 669
(£) Length of hub = length of key or width of
gear (maximum value)
(g) Width of web = 5, = (0.28) to (0.35)
(h) Inner diameter of rim (d,—24,)
(i) Outer diameter of rim = dedendum circle
diameter = d,
(i) Thickness of rim = ¢, = 2m to 3m
(k) Diameter of holes in web = dy = (d,—4,)/4
(I) Pitch circle diameter ofholes=d,=(d,+d,)/2
(m) Width of rim = face width
Whatever the computed dimensions, care should
be taken to make the gear a ‘sound’ forging and
modify the dimensions, if required. The guidelines
for designing a forging are explained in Section 3.3
‘on Design considerations of Forgings. These rules
related to uniform thickness, minimum section
thickness, fillet and comer radii and provision of draft
must be applied to final drawing of gear blank.
Gil) Gears with Large Diameter There are two
varieties of large size gears—solid cast gears and
rimmed gears. When the addendum circle diameter
is up to 900 mm, a solid cast iron gear with one web
is recommended. When the addendum circle diameter
is more than 1000 mm, two webs are provided. A
solid cast gear with two webs is shown in Fig. 17.35.
Solid cast iron gears are extensively used due to low
cost. Though cast iron gears are cheaper than steel
‘gears, their torque transmitting capacity is low. The
dimensions of cast iron gears are determined by
thumb rules and principles of casting design
ae
he
a
‘The main dimensions of cast iron gear, illustrated
in Fig. 17.35 are as follows:
Fig. 17.35 Cast Iron Web Type Gear
(a) Pitch circle diameter = d’ = mz
() Addendum circle diameter = d,= m(z + 2)
(c) Dedendum circle diameter = d, = m(z -2.5)
(4) Shaft diameter =d,
(©) Outer diameter of hub =d, = 2.04,
(1) Length of hub = (1.25 d,) to (2.0 d,)
length of key
(g) Width of web = c = 0.5 to 0.6 of circular
pitch
(h) Inner diameter of rim = d, = (d, ~ 21,)
(i) Outer diameter of rim = dedendum circle
diameter = d,
(Thickness of rim = 1, = 0.56 x circular pitch
(k) Width of rim= face width =
Whatever the computed values of dimensions,
care should be taken to make the gear a ‘sound”
casting and modify the dimensions, if required. The
guidelines for designing a casting are expiained in
Section 3.2 on Design considerations of Casting.
‘These rules related to uniform thickness, minimum
section thickness, fillet and comer radii and avoiding
concentration of metal at any junction must be
applied to the final drawing of gear blank.
‘A rimmed gear consists of a steel rim fitted on
the central casting with hub, arms or webs. The rim
is forged from alloy steel. There are two varieties
of rimmed gears, which are illustrated in Figs 17.36
(a) and (b). In the first case, the rim is press fitted
on the casting and setscrews are used to prevent
displacement of the rim with respect to casting, In
the second type of construction, the rim is bolted
to the central casting. Rimmed gears save costly
high strength material, but they are more expensive
to manufacture, The thickness of the rim from the
inside diameter to the root circle diameter of tooth is
usually taken as (7m) to (8m).
‘Steel rim
Cast iron hub
(a) ©)
Fig. 17.36 Rimmed Gearsaa
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book.Spur Gears_673
At the section XX,
M,=P,Xh
Is (a )ee
12
t
yma
The bending stresses are given by,
t
Pxh)| —
ayy @(5)
Rearranging the terms,
.
patos (§)
Multiplying the numerator and denominator of
the right-hand side by m,
2
R= mos |
m
Defining a factor ¥,
;
ref
6hm
the equation is rewritten as,
P,=mbo,¥ (a)
In the above equation, Y is called the Lewis form
factor. Equation (a) gives the relationship between
‘the tangential foree (P) and the corresponding
stress 6, When the tangential force is increased,
the stress also increases. When the stress reaches
the permissible magnitude of bending stresses, the
corresponding force (P,) is called the beam strength.
Therefore, the beam strength (Sy) is the maximum
value of the tangential force that the tooth can
transmit without bending failure. Replacing (P,) by
(S,), Eq. (a) is modified in the following way:
Sy=mbo,Y (17.16)
O,=
where,
5, = beam strength of gear tooth (N)
04 ~ permissible bending stress (Nimm”)
Equation 17.16 is known as the Lewis Equation
The values of the Lewis form factor Y for 20° full-
depth involute system, are given in Table 17.3. In
order to avoid the breakage of gear tooth due to
bending, the beam strength should be more than the
effective force between the meshing teeth.
Therefore,
S,2 Pee
The method of calculating of Pz is discussed in
Section 17.19. In the design of gears, it is required to
decide the weaker between the pinion and gear.
Revriting the Lewis equation,
Sy=mbo,Y
It is observed that m and b are same for pinion as
well as for gear. When different materials are used,
the product (o, x ¥) decides the weaker between
pinion and gear. The Lewis form factor Y is always
less fora pinion compared with gear. When the same
‘material is used for the pinion and gear, the pinion is
always weaker than the gear.
Table 17.3 Values of the Lewis form factor Y for 20°
full-depth involute system
z ¥ z ¥ z Y
150289 «27 «034855 OAIS.
16 0295 28 «0352, 600.421
17 0302-29 «0355 650.425
18 0308 30035870 (0.429
19 0314 32-0364 «750.433
20 0320 330367 «800.436
210326 «35037390 O.ad2
220330 «37 «0380 100 0.446
23° 0333. «39 «(0386 «150 0.438
24 0337 «40-0389 200 0.463
25 0340 «45 «0399 300 O.471
26 0344 50 -0.408__—Rack 0.484 |
1718 PERMISSIBLE BENDING STRESS
The tooth of the gear is subjected to fluctuating
bending stress as it comes in contact with the
meshing tooth. The stress-time diagrams for gear
teeth are illustrated in Fig. 17.41. The following
observations are made from the figure:
(i) The teeth of the driving and driven gears are
subjected to stress in one direction only asaa
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book.678 _Design of Machine Elements
Introducing a factor of safety,
Sy= Pe (5) @
The recommended factor of safety is from 1.5 to
2. The tangential component is given by,
2M, 2M, 2 \@ wae
mz | 2an
P
d mz mz
From Eq. (17.24),
Cy p _ 60108 { (KWIC,
rrr { mznG, o
From Eq. (17.16),
b)(S,
5, =miayy =m2( 2)( Sey ©)
From (a), (b) and (c),
Ws
6
mn =| 010! (W)C) (1730)
Oe
m3
The above equation is used in the preliminary
stages of gear design.
17.21 WEAR STRENGTH OF GEAR
TOOTH
The failure of the gear tooth due to pitting occurs
when the contact stresses between two meshing
teeth exceed the surface endurance strength of
the material. Pitting is a surface fatigue failure,
characterized by small pits on the surface of the
gear tooth. In order to avoid this type of failure, the
proportions of the gear tooth end surface properties,
such as surface hardness, should be selected in such
a way that the wear strength of the gear tooth is more
than the effective load between the meshing teeth,
The analysis of wear strength was done by Earle
Buckingham, in his paper “The relation of load to
wear of gear teeth’, which was submitted before
the American Gear Manufacturing Association
(AGMA) in 1926. Buckingham’s equation gives the
wear strength of the gear tooth.
Buckingham’s equation is based on Hertz theory
of contact stresses. When two cylinders are pressed
together as shown in Fig. 17.42(a), the contact stress
is given by,
2P
Tor fa)
2PQ-p? {¢
and + (b)
it
al| —+—
4 4,
where,
0, = maximum value of the compressive stress
(N/mm?)
P= force pressing the two cylinders together (N)
6 = half width of deformation (mm)
1 = axial length of the cylinder (mm)
dy, dy = diameters of the two cylinders (mm)
E,, Ey = modulii of elasticity of two cylinder
materials (N/mm?)
= Poisson's ratio
@) (b)
ig. 17.42 Contact Stresses
Due to deformation under the action of load P,
a rectangular surface of width (26) and length ()
is formed between the two cylinders, The elliptical
stress distribution across the width (2h) is shown in
Fig. 17.42(b) and (c).
Substituting Eq, (b) in Eq. (a) and squaring both
sides,
(©)aa
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book.686 Design of Machine Elements
m=4mm
=10m
04) = 40 mm
Step III Beam strength
From Table 17.3, the Lewis form factor for 25 teeth
is 0.34.
S, = mbo,Y = 440( 32 * oo. 34) = 12693.33N
Step IV Dynamic toad by Buckingham’s equation
For Grade 6,
=8+063 6
For pinion,
g=m+028 fd, =4+0.25 100
p= 8 + 0.63 @= 12,095 pm
For gear,
o=m+028 dz =4+0.25 S400
eg = 8 + 0.63 O= 13.67 pm
= 6, + = 12.095 + 13.67
= 25.765 pm or (25.765 x 105) mm
From Table 17.7, the value of deformation factor
Cis 11400 N/mm’. Also,
v=5.236m/s b=40mm P,= 143239N
From Eq. (17.26),
2iv (Ceb+P)
2iv4 f(Ceb+ P)
= _21(5.236)11 1400(25.765 x 107)(40) + 1432.39]
21(5.236) + yf 1400(25.765x 10°40) + 1432.39}
= 6448.30N
Step V_ Efective load
Paay= (Cy P, + Pj) = 1.5(1432.39) + 6448.30
596.89 N
Step VI Actual factor of sofety against bending failure
Sp _ 12693.33
= Sh = 26853 148
(= B= 950689
P=
The design is satisfactory and the module should
be 4mm.
Step VIE Surface hardness for gears
2000)
100+25
Pare lf) = bOdK
BHN y
=16
Pi (f)=S,. oF
8596.89 (1.48) = 40(1.6)(100)(0.16)
BHN = 352.49 or 360
Step VII Dimensions of gears
(i number of teeth on pinion = 25
ii) number of teeth on gear = 100
Gi) module = 4 mm
(iv) face width = 40 mm
(v) pitch circle diameter of pinion = 100 mm.
(vi) pitch circle diameter of gear = 400 ram
(vii) addendum (m) = 4 mm
(viii) dedendum (1.25 m) =5 mm
(ix) clearance (0.25 m) = | mm
(x) tooth thickness (1.5708 m) = 6.2832 mm
(xi) fillet radius (0.4 m)= 1.6mm
—
Example 17.12 it is required to design a 1wo-
stage spur gear reduction unit with 20° full-depth
involuie teeth. The input shaft rotates at 1440
rpm and receives 10 kW power through a flexible
coupling. The speed of the output shaft should he
approximately 180 rpin. The gears are made of plain
carbon steel 43C8 (Sy = 700 Némni*) and heat-
treated to a surface hardness of 340 BHN. The gears
are to be machined to the requirement, of Gratle 6.
The service factor can be taken as 1.5.
(i) Assuming that the dynamic load, to be
proportional to the pitch-line veloc
estimate the required value of the module.
The factor of safety is 1.5.
(ii) Select the first preference value of the module
and determine the correct value of factor
of safety for bending, using Buckingham
equation.
Gi) Determine the factor of safety against
pitling.
(iv) Give a list of gear dimensions.aa
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book.Helical Gears 697
The gear rotates from left to right as indicated by
the arrow. For this rotation, the point A, will be the
first point to come in contact with its meshing tooth
on the other gear. It is called the ‘leading’ edge of
the tooth. Also, the point 4, will be the last point to
come in contact with its meshing tooth on the other
gear. It is called the ‘trailing’ edge of the tooth,
In order that the contact on the face of the tooth
shall always contain at least one point, the leading
edge of the tooth should be advanced ahead of the
trailing end by a distance greater than the circular
pitch. Or,
2p (a)
From the triangle 4d,C,
2
b
x=btmy
Substituting the above expression in Eq. (a)
bran yep
P
tany
or be
From Eq. (18.3),
p__ am _
mm,
tany tany tanwcosw sinw
Therefore,
by ttn (18.14)
siny
This is the minimum face width.
Example18.1 4 pair of parallel helical gears
Consists of a 20 teeth pinion meshing with a 40
teeth gear. The helix angle is 25° and the normal
pressure angle is 20°. The normal module is 3 mm.
Calculate
(i) the transverse module;
(ii) the transverse pressure angle:
Gi) the axial pitch;
(iv) the pitch circle diameters of the pinion and
the gear;
(v) the centre distance: and
(vi) the addendum and dedendwm circle
diameters of the pinion.
Solution
Given z,=20 2,=40 m,=3mm
yn 25° a= 20°
Step 1 Transverse madule
My 3
m=
cosy c0s(25)
=331 mm @
Step II Transverse pressure angle
2
tance = BRM — 02) ge aigs (ii)
cosy cos(25)
Step WI Axial pitch
p___mm _ 7331)
‘tay tany — tan(25)
Step IV Pitch circle diameters of pinion and gear
Pa 223mm (iii)
a Ze 208). 66.2 mim
? cosy — cos(25)
Fatt. 498) 2132.4 mm (iv)
cosy” cos(25)
Step V_ Contre distance
d,+ 2.
alte SAM sum 9
Step VI Addendum and dedendum circle diameters of
pinion
d, =f = =
cosy
=3|—8_42|=72.2 mm
c0x(25)
4, =m Z -25]
cos y
-25] =58.7mm (vi)
20
[33
185 FORCE ANALYSIS
The resultant force P acting on the tooth of a helical
gear is resolved into three components, P, P, and
P,,as shown in Fig. 18.5(a), where
P, = tangential component (N)
P,= radial component (N)
P,,= axial or thrust component (N)aa
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book.708 Design of Machine Elements
sg, = Bedok
cos”
= 12674.83N
Step V_ Factor of safety
13.04
wo 9172.28
12.674.83
# 9172.28 138
18.10 CROSSED HELICAL GEARS
Helical gears, which are mounted on non-parallel
shafts, are called crossed helical gears. In these
gears, the axes of two shafts are neither parallel nor
intersecting like worm gears. The pitch cylinders
of a pair of crossed helical gears are illustrated in
Fig. 18.12. Theaction of crossed helical gears differs
fundamentally from that of parallel helical gears.
There is a line contact between meshing teeth of
parallel helical gears. it is observed from the figure,
that kinematically, there is a point contact between
the meshing teeth of crossed helical gears. Since
the contact area of a point is very small, the contact
Pitch cylinder of 2
Pitch cylinder of 1
Fig. 18.12 Pitch Cylinders of Crossed Helical Gears
pressure is high and wear is comparatively rapid.
Therefore, crossed helical gears have very low
load carrying capacity, They are not recommended
for high power transmission. They are particularly
useful in light duty applications. They are used
in small internal combustion engines to drive the
speedometer cable and oil pump and distribution
system. Their other applications include feed
mechanisms on machine tools, water pumps and
instruments.
Figure 18.13(a) shows the contact between
meshing teeth of crossed helical gears, mounted on
two shafts—I and 2, The contact point lies between
the lower surface of gear-2 and the upper surface
of gear-1. The gears are rotating in the directions
shown. At the point of contact,
V, = pitch line velocity of contact point when
considered on shaft-1.
pitch line velocity of contact point when
considered on shaft-2.
Tooth of gear 1
Point:
Teeth of gear 2
(b)
Fig. 18.13 Crossed Helical Gears
It should be noted that the velocity vector V,
shown in the figure is on the lower side of gear~
2. The vectors ¥; and ¥, act as tangents to their
respective pitch cylinders at the point of contact.
The velocity of sliding is the vector difference
between V; and V;. The line ab indicates the vectoraa
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book.Bevel Gears _ 717
amy
Pinion
(chiving)
©
Fig. 1910 Force Analysis
In two-dimensional representation of forces,
very often (+) and (x) are used to indicate forces
perpendicular to the plane of the paper. (+)
indicates a force that is perpendicular to the plane
‘of paper and which is towards the observer. (x)
indicates a force that is perpendicular to the plane
of the paper and which is away from the observer.
In examples of bevel gear tooth forces, it is often
required to find out the magnitude and direction of
three components acting on the pinion and gear.
Force Components on Pinion
The magnitudes are determined by using the
following five equations:
60x10°(kW)
P,= P,tan asin y
Note that the notations (P,), (P,) and (P,) are
used for components of force on pinion only.
The directions of tangential and radial
components acting on the pinion and gear are
decided by same method that is used for spur gears.
( Tangential Component (P;)
(a) The direction of tangential component for
the driving gear is opposite to the direction
of rotation.
(b) The direction of tangential component for the
driven gear is same as the direction of rotation.
(ii) Radial Component (P,)
(a) The radial component on the pinion acts
towards the centre of the pinion.
(b) The radial component on the gear acts
towards the centre of the gear.
(i) Thrust Component (P,) The following
guidelines can be used to determine the direction of
the thrust component:
(a) The thrust component on the pinion is equal
and opposite of the radial component on the
gear.
(b) The thrust component on the gear is equal and
‘opposite of the radial component on the pinion.
The tendency of thrust components is to separate
the meshing teeth, This fact is useful in deciding
their directions.
Example 19.1 pair of bevel gears transmitting
7.5 KW at 300 rpm is shown in Fig. 19.11(a). The
pressure angle is 20°. Determine the components of
the resultant gear tooth force and draw a free-body
diagram of forces acting on the pinion and the gear:
2000.
7.5 KN |
200 rpm i
T
(@)
1103.38
Gear
(driven)
Phnion
(driving)
1103.38
(b)
Fig. 19.11