Cơ khí chế tạo máy - Mechanical elements – shafts
Shaft deflection and stress – minimum diameter
Difficult to calculate exactly. Reasons for complexity:
a) Variable shaft diameter
b) Undercuts and grooves – stress concentration points
c) Type of load – axial, radial, torsional, bending, static, dynamic
- In this course we will calculate a minimum shaft diameter without considering stress
concentration points.
- Calculations will be based on the maximum static load.
- Diameter will be estimated for allowable stress which depends on the shaft material.
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Ahmed Kovacevic, City University London
Design web
1
Mechanical Elements – Shafts
Prof Ahmed Kovacevic
School of Engineering and Mathematical Sciences
Room CG25, Phone: 8780, E-Mail: a.kovacevic@city.ac.uk
www.staff.city.ac.uk/~ra600/intro.htm
Engineering Drawing and Design - Lecture 15
ME 1110 – Engineering Practice 1
Ahmed Kovacevic, City University London
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Introduction
Shaft – a rotating element used to transmit power or
motion. It provides axis of rotation for rotating elements
and controls their motion.
Axle – a non-rotating element that carries no torque and is
used to support rotating elements.
Spindle - a short shaft
There are two aspects of shaft design:
» Deflection and rigidity (bending and torsional deflection)
» Stress and strength
To design a shaft, other elements: gears, pulleys, bearings
should be located and specified.
Design objective necessary to check if a shaft diameter is
sufficient to sustain loads
Ahmed Kovacevic, City University London
Design web
3 Ahmed Kovacevic, City University London
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Common shaft loading mechanisms
Ahmed Kovacevic, City University London
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Shaft design characteristics
Shaft is usually of circular cross
section
Deflections are function of the
geometry and load.
Steps in the shaft design are:
» Define shaft topology
» Specify driving elements
» Free body diagram
» Select bearings
» Consider shaft deflection and
stress
» Specify connections
» Dimensions
Ahmed Kovacevic, City University London
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Shaft design
Shaft topology
a) Choose a shaft configuration to support and locate the two gears + two bearings
b) Solution uses an integral pinion, shaft with three shoulders, key, keyway and sleeve.
Bearings are located in the housing
c) Choose fan shaft configuration
d) Solution uses sleeve bearings, a straight through shaft, locating collars, setscrews,
pulley and fan
• Driving elements
1. Driving elements (gears,
pulleys, sprockets )
have to be selected and
calculated
2. Minimum diameter of a
rotating element and
forces acting on it are
relevant for a shaft design
Ahmed Kovacevic, City University London
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Shaft design
Free body diagram
Free body diagram is calculated such that the
system of interest is separated from the
surrounding and connections are replaced by
forces
a) Reactions in bearings & force diagram
b) Bending moment
c) Torsional moment ( P=ω T )
Bearing selection
a) Equivalent load (forces)
b) Bearing rating life based on the size
c) Positioning and lubrication
Ahmed Kovacevic, City University London
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Shaft design – bearing positioning
Ahmed Kovacevic, City University London
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3
3
2 23
32
16
32 3
4
z
zy
s
y
M M c M
Z I d
T T c T
S J d
fd M T
S
σ
pi
τ
pi
pi
= = =
= = =
= +
Shaft design
Shaft deflection and stress – minimum diameter
Difficult to calculate exactly. Reasons for complexity:
a) Variable shaft diameter
b) Undercuts and grooves – stress concentration points
c) Type of load – axial, radial, torsional, bending, static, dynamic
- In this course we will calculate a minimum shaft diameter without considering stress
concentration points.
- Calculations will be based on the maximum static load.
- Diameter will be estimated for allowable stress which depends on the shaft material.
Bending stress
Torsional stress
Minimum diameter
distortion energy theory
c=d/2 - maximum span
I=pid4/64 - second moment of area
Z=c/I - section modulus
J=pid4/32 - second polar moment of area
S=c/J - polar section modulus
fs - factor of safety
Ahmed Kovacevic, City University London
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Ahmed Kovacevic, City University London
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Shaft diameter vs Torque
Shaft Dia Pure Torque
Power (P=ωT)
(at 100 rpm)
mm Nm kW
30 132 1.4
40 313 3.3
50 612 6.4
60 1058 10.6
75 2068 21.6
80 2510 26
100 4900 51.3
Ahmed Kovacevic, City University London
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How to connect elements to the shaft?
Interference fits
Keys & Keyseats
Pins
Hubs
Integral shaft
Splines
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Limits and Fits
Tolerance difference between the
maximum and minimum size limits
of a part.
International Tolerance Grade
Numbers are used to specify the size
of a tolerance zone.
Ahmed Kovacevic, City University London
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International tolerance grade numbers
Ahmed Kovacevic, City University London
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Preferred fits in the Basic-Hole System
To differentiate between
holes and shafts, upper and
lower case letters are used
H – Holes; h - Shafts
Ahmed Kovacevic, City University London
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Preferred Hole Basis System of Fits
Standardised by BS4500: ISO Units and Fits
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Fundamental deviations for shafts
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Selected fits – Hole basis
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Force Fit - example
Determine the “force fit” for a shaft and bearing hole that have basic
diameter 32 mm and pressure fit H7/s6
Hole Shaft
Tolerance Grade 0.025 mm 0.016 mm
Upper deviation 0.025 mm 0.059 mm
Lower deviation 0.000 mm 0.043 mm
Max Diameter 32.025 mm 32.059 mm
Min Diameter 32.000 mm 32.043 mm
Average Diameter 32.013 mm 32.051 mm
Max Clearance Cmax = Dmax- dmin = 0.051 mm
Min Clearance Cmin = Dmin - dmax = 0.030 mm
Hole Shaft
0.025
0.00032
+
+
0.059
0.04332
+
+
Ahmed Kovacevic, City University London
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Keys and pins
Used on shafts to secure rotating elements; gears, pulleys, wheels.
Keys – transmit torque between the shaft and the rotating element
Pins – axial positioning, transfer of torque or/and thrust.
Ahmed Kovacevic, City University London
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Strength of a key
Allowed torque on the key:4
;
2
2
4
y
s
DW
DT F A WL
DWL SF T T
A DWL fτ
≈
= =
= = ⇒ =
Ahmed Kovacevic, City University London
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Drawing and dimensioning
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Example
Determine the diameter for the solid round shaft 450
mm long, as shown in Figure. The shaft is supported by
self-aligning bearings at the ends. Mounted upon the
shaft are a V-belt pulley, which contributes a radial load
of F1=8kN to the shaft, and a gear which contributes a
radial load of F2=3kN. The two loads are in the same
plane and have the same directions. The allowable
bending stress (strength) is S=70 MPa.
F1=8 kN
F2=3 kN
a=450 mm
b=150 mm
c=200 mm
S=70 MPa
d=? SOLUTION:
Assumptions
- the weight of the shaft is neglected
- the shaft is designed for the normal bending
stress in the location of max. bending moment
Ahmed Kovacevic, City University London
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Solution
1 1 2
1
2
max 1
( ) ( )
6
5
900
c
A
M a R a b F a b c F
R kN
R kN
M M b R Nm
= − + − + − −
=
=
= = ⋅ =
∑
4
3
3
64 2
0.1
32
d dI c
I dZ d
c
pi
pi
= =
= = ≈
Second moment of area (moment of inertia)
Section modulus =---------------------------------------------------------------
max span
6
3
3
5
900 70 10
0.1
900 0.050 50
70 10
Mc MS
I Z d
d m mm
σ= = = = = ⋅
⋅
= = =
⋅
Stress = Strain = Bending moment / section modulus
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