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+ =
Kf = fatigue stress
e y
y f a y
m
S K S
S FS
+ =
concentration factor
e
S FS
y f a
S K
+ =
ys fs a
S K
+ =
m eq
e
S
+ =
m eq
es
S
+ =
Normal Stress Equation Shear Stress Equation
Lecture 2: Design of Shaft 8
Normal Stress Equation Shear Stress Equation
Shaft design based on fatigue Shaft design based on fatigue
S K S K
ys fs a
m eq
es
S K
S
+ =
y f a
m eq
e
S K
S
+ =
eq and eq are equivalent to allowable stresses
(S /FS) d (S /FS) i l (Sy/FS) and (Sys/FS), respectively.
Effect of variable stress has been effectively y
defined as an equivalent static stress.
C ti l f il th i b d t Conventional failure theories can be used to
complete the design.
Lecture 2: Design of Shaft 9
Shaft design based on fatigue Shaft design based on fatigue
Max. shear stress theory + Soderberg line
(Westinghouse Code Formula) ( g )
2
2
max
2
eq
allowable eq
= = +
2
2 2
y y f a y fs a
S S K S K
2
y y f a y fs a
m m
e e
FS S S
= + + +
2 2
3
32
f a fs a
m m
K M K T
M T FS
d
S S S S
= + + +
Lecture 2: Design of Shaft 10
e y e y
S S S S
Shaft design based on rigidity Shaft design based on rigidity
Deflection is often the more demanding
constraint. Many shafts are well within y
specification for stress but would exhibit too
much deflection to be appropriate much deflection to be appropriate.
Deflection analysis at even a single point of
l interest requires complete geometry
information for the entire shaft.
Lecture 2: Design of Shaft 11
Shaft design based on rigidity Shaft design based on rigidity
It is desirable to design the dimensions at
critical locations to handle the stresses, and fill
in reasonable estimates for all other
dimensions before performing a deflection dimensions, before performing a deflection
analysis.
fl f h h f b h l Deflection of the shaft, both linear and
angular, should be checked at gears and
bearings.
Lecture 2: Design of Shaft 12
Shaft design based on rigidity Shaft design based on rigidity
Sl l t l d fl ti f th h ft d/ l f t i t Slopes, lateral deflection of the shaft, and/or angle of twist
of the shaft should be within some prescribed limits.
Crowned Crowned
tooth
Lecture 2: Design of Shaft 13
Diametral pitch, P = number of teeth/pitch diameter. 1 in = 25.4 mm.
Shaft design based on rigidity Shaft design based on rigidity
f l b i h f d fl i In case of sleeve bearings, shaft deflection across
the bearing length should be less than the oil-film
thi k thickness.
( )
( ) ( )
. T N mm L mm
d
Twist angle:
( )
( ) ( )
( ) ( )
2 4
/
rad
G N mm J mm
=
G: shear modulus; J: polar moment of inertia
The limiting value of varies from0 3 deg/mto 3 The limiting value of varies from 0.3 deg/m to 3
deg/m for machine tool shaft to line shaft
respectively respectively.
Lecture 2: Design of Shaft 14
Shaft design based on rigidity Shaft design based on rigidity
L t l d fl ti Lateral deflection:
Double integration
Moment-area
Energy (Castigliano Theorem)
= f (applied load, material property, moment of
inertia and given dimension of the beam).
From the expression of moment of inertia, and
k d l d h f known design parameters, including , shaft
dimension may be obtained.
Lecture 2: Design of Shaft 15
Double Integration Method Double Integration Method
( )
2
2
d y M
dx EI
=
( )
( )
( )
M x
dy
x dx
dx EI x
= =
dx EI
( ) dx EI x
( ) ( )
2
( )
( )
M x
y x dx
EI x
=
+ + +
=
+ + +
( )
1 1 2 2
2
....
n n
w w w
+ + +
Lecture 2: Design of Shaft 21
Critical speed of rotating shaft Critical speed of rotating shaft
W1, W2. : weights of the rotating bodies (N)
1, 2 . : deflections of the respective bodies 1, 2 . : deflections of the respective bodies
(m)
F i l d h f h lf f i i h For a simply supported shaft, half of its weight
may be lumped at the center for better
accuracy.
For a cantilever shaft quarter of its weight For a cantilever shaft, quarter of its weight
may be lumped at the free end.
Lecture 2: Design of Shaft 22
Shaft design: general considerations Shaft design: general considerations
i l h l d h ld b k d Axial thrust loads should be taken to ground
through a single thrust bearing per load
direction.
Do not split axial loads between thrust p
bearings as thermal expansion of the shaft can
overload the bearings. g
Shaft length should be kept as short as
possible to minimize both deflections and possible, to minimize both deflections and
stresses.
Lecture 2: Design of Shaft 23
Shaft design: general considerations Shaft design: general considerations
A cantilever beam will have a larger deflection
than a simply supported (straddle mounted) p y pp ( )
one for the same length, load, and cross
section section.
Hollow shafts have better stiffness/mass ratio
h h l f h l and higher natural frequencies than solid
shafts, but will be more expensive and larger
in diameter.
Lecture 2: Design of Shaft 24
Shaft design: general considerations Shaft design: general considerations
Slopes, lateral deflection of the shaft, and/or
angle of twist of the shaft should be within g
some prescribed limits.
First natural frequency of the shaft should be First natural frequency of the shaft should be
at least three times the highest forcing
f ( f f frequency. (A factor of ten times or more is
preferred, but this is often difficult to achieve).
Lecture 2: Design of Shaft 25
Example 3 Example 3
Determine the diameter of a shaft of length L
=1m, carrying a load of 5 kN at the center if the y g
maximum allowable shaft deflection is 1mm.
What is the value of the slope at the bearings What is the value of the slope at the bearings.
Calculate the critical speed of this shaft if a disc
weighting 45 kg is placed at the center E 209 weighting 45 kg is placed at the center. E=209
GPa. st = 8740 kg/m^3.
Lecture 2: Design of Shaft 26
Example 3: solution Example 3: solution
Maximum deflection:
3
PL
( )
3
48
PL
y
EI
=
( )
( )
3
3 4
5000 1000
1
48 209 10 d
=
( )
48 209 10
64
56.45
d
d mm
=
From a standard shaft size, d = 58 mm
Lecture 2: Design of Shaft 27
Example 3: solution Example 3: solution
Slope at bearings:
( )
2
2
5000 1000
PL
( )
( )
( )
1 2
4
3
5000 1000
16
16 209 10 58
64
PL
EI
= = =
( )
( )
64
0.0027 rad =
which is much for tapered and cylindrical
roller bearings. However, this value may be
acceptable for deep-groove ball bearing.
Lecture 2: Design of Shaft 28
Example 3: solution Example 3: solution
C iti l d Critical speed:
Shaft weight = rho x A x L = 7840 x A x 1 = 20.7 kg
( ) ( )
3
3
0.5 20.7 45 9.807 1000
0.097
48
PL
mm
EI
+
= = =
( )
( )
4
3 48
48 209 10 58
64
EI
3
60 9.807
3030
2 0.097 10
critical
N RPM
= =