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Thread Conventions
1. Square Threads
2. V-Threads
3. ACME Threads
4. Buttress Threads
5. Whitworth Threads
1.) Square Threads
2.) V-Threads
Standardization:
Metric thread
M series (normal thread)
MJ series (greater root radius)
M 8 × 1.25 - 4 g 6 g
External Major Diameter
Tolerance Grade
Tolerance Grade
Pitch
Major Diameter
Metric
UNIFIED THREAD STANDARDS
Class Of Fit
Outside Diameter
Class Of Fit
Outside Diameter
STRESS INDUCED IN BOLTS
1. Shear Stress (torsional in the root of the threaded
portion)
16T
Ss =
π Di 3
Where:
Di = Inside Diameter, mm or in
T = Torque, N-mm or lb-in
SS = Shearing Stress, Mpa or psi
2. Tensile Stress (at the root or stress area)
Fa Fa
St = =
Ar As
Where:
Fa = Applied Load, N or lb
Ar = Root Area, mm2 or in2
As = Stress Area, mm2 or in2
St = Tensile Stress, Mpa or psi
3. Compression Stress (at the threads)
Fa
Sc = π
(D −Di 2 )NT
4 o
2
Where:
NT = No. of Threads
Do = Outside Diameter, mm or in
Di = Inside Diameter, mm or in
Fa = Applied Load, N or lb
Sc = Compressive Stress, Mpa or psi
4. Shear Stress (simple on the threads at the root)
Fa
Ss =
π 𝐷𝑖 𝑡 𝑁𝑇
Where:
NT = No. of Threads
Do = Outside Diameter, mm or in
Di = Inside Diameter, mm or in
Fa = Applied Load, N or lb
Ss = Shear Stress, Mpa or psi
5. For Practical Design
A. From Vallance
Sw = C Ar 0.418
Where:
Fa = C Ar1.418
Where:
Fa = Applied Load, lb
Ar = Stress Area (vallance), mm2 or in2
C = Bolt Constant
= 1000 for bronze
= 5000 for carbon steel
= 1500 for alloy steel
B. From Faires
Sy
Fe = As1.50
6
Where:
W = St [0.55d2 -0.25d]
Where:
W = Working Strength, lb
St = Allowable Working Stress, psi
d = Bolt Diameter, in
8. Bolt Spacing
π Dbc
Z =
NT
Where:
Z = Bolt Spacing
Dbc = Bolt Circle Diameter, in
NT = Total Number of Bolts
9. Bolt Circle Diameter
Dbc = Di + 2Db
Where:
T = 0.20Fa D
B. From Faires
T = 0.20Fi D
T = 0.15Fi D
Where:
Fa = Applied Load, N or lb
Fi = Initial Tension, N or lb
D = Nominal Diameter, mm or in
T = Torque, N-mm or lb-in
0.15 = Constant for Lubricated
0.20 = Constant for as received
12. Initial Tension
Fi = 1600D
Where:
Fi = Initial Tension, N or lb
D = Nominal Diameter, mm or in
Note:
a. Conservative Design uses root diameter in calculation the
area handling the load.
b. Latest design uses the stress area as the area handling
load.
13. Bolt Elongation
δb = (lead)(number of turns)
POWER SCREW
1. Torque Required to Overcome Collar Friction
Dm ro +ri
Tf = fc W( ) = fc W( )
2 2
Where:
T = Tf + Tc
Where:
Pi = 2 𝜋 T N
Where:
Po = W V
Where:
W = Load, N or lb
V = Velocity, m/s or ft/s
Po = Power Output, kW or Hp
6. Efficiency
Po WV
e = =
Pi 2πTN
Where:
W = Load, N or lb
V = Velocity, m/s or ft/s
T = Total Torque, N-mm or lb-in
N = Rotative Speed, rpm or rps
Pi = Power Input, kW or Hp
Po = Power Output, kW or Hp
7. Linear Velocity
V = N L
Where:
V = Velocity, m/s or ft/s
N = Rotative Speed, rpm or rps
L = Lead, mm or in
8. Lead Angle
L
α = tan−1 (πD )
m
Where:
L = Lead, mm or in
Dm = Meam Diameter, mm or in
α = Lead Angle, deg
9. Lead
L = P (for single thread)
L = 2P (for double thread)
L = 3P (for triple thread)
Where:
L = Lead, mm or in
P = Pitch, mm or in
10. Outside Diameter
L
Do = Di +
2
Where:
L = Lead, mm or in
Di = Inside Diameter, mm or in
Do = Outside Diameter, mm or in
FROM MACHINERIES HANDBOOK
11. Screw Diameter
1
50(Hp) 2.3
d = [ ]
DN
Where:
d = Screw Diameter, in
Hp = Horsepower, Hp
D = Shaft Diameter, in
N = Rotative Speed, rpm
12. Trasmitted Power
D 4
Hp = ( ) N
4.6
Where:
D = Shaft Diameter, in
N = Rotative Speed, rpm
13. Shaft Diameter
L 1.5
D = ( )
8.95
Where:
L = Length, ft
D = Diameter, in
EXAMPLE PROBLEMS:
2
1. If the pitch of screw is , find the thread per inch.
9
Given:
2
P =
9
Solution
1
P =
no.of threads per inch
2 1
=
9 no.of threads per inch
9
No. of threads per inch =
2
No. of threads per inch = 4.5
W = St (0.55d2 - 0.25d)
St = 20,400 lbs
3
3. Compute how many inch diameter set screws required to
8
transmit 3 HP at a shaft speed of 1000 rpm. The shaft
diameter is 1 inch.
Given
3
Set screw diameter =
8
P = 3 HP
N = 1000 rpm
Shaft diameter = 1 inch
Solution DNd2.3
DN
HP = d2.3
50
(1)(1000)
HP = 3/82.3
50
As = .1134 in2
Di = 40 mm
Solution
fcW(ro +ri ) 0.15(100x0.00981)(0.05+0.02)
T = frictional torque = =
2 2
T = .00515 kN-m
P = 2πTN
P = 2π(.00515)(1000)
1 HP
P = .539 KW x = 0.723 HP
0.746KW
Dm = 2 – 0.25 = 1.75 in
P 0.5
Tan ø = = = 0.091
πDm π(1.75)
Tf = 20%T
Solution
Solving for the lead
V 10
N = = 400 =
lead lead
Lead = 25mm
lead 25
Tan x = = = 0.221
πDm π(36)
Where:
Fe = 226.2x2.205 = 499lbs
Sy = 4500x2.205x 2.542 = 64,016 psi
64,016
499 = As1.5
6
As = 0.1298 in2
From table AT14,p.588,Faires
Size of UNF bolts =1/2 inch
tanx(1−ftanx)
e = fcDc
tanx+f+ (1−ftanx)
Dm
0.057874(1−0.13(0.057874))
= (0.10)(90) = 0.12526 = 12.526%
0.057874+0.13+ 33
(1−0.13(0.057874))
3
For D in
4
Sd = 0.4Sy
Sd = 0.4(45,000) = 18,000psi
Fe 5000
As 0.2778 sq.in.
sd 18 ,000
3
Use D in , As 0.334 sq .in.
4
3
Use D in , As 0.373 sq .in.
4
Solution:
Table AT-7
Table AT 17
7
Use D in , As 0.462 sq.in.
8
7
Use D in , As 0.509 sq .in.
8
Figure:
Solution:
6 4
66,000
As 2
3
710
6
3
As 0.161 sq.in. , D in
4
9
Use D in , As 0.1820 sq.in.
16
Figure:
Solution:
Cold-finished AISI B1113
Table A-7, s y 72 ksi
Fe 1250 lb
sy
(a) Fe As 2
3
6
72,000
As 2
3
1250
6
3
As 0.2214 sq.in. , D
in
4
Table AT 14 , UNC Threads
5
Use D in , As 0.2260 sq.in.
8
Solution:
Dr 0.6273 in
As 0.334 sq.in.
Th in. 10
AISI 4140, OQT 1200 oF
s y 115 ksi
1
Pitch, p in 0.10 in
10
p
360 o
sL
pE
360o
86,2505.3 360o 55o
0.1030 106
Solution:
550
W = axial load per screw = = 275 kN
2
Solution:
L 10
Tan α = πD = π(65.625) = 0.0485
α = 2.77
Tf = torque required to raise the load and overcome thread
friction
D 65.625
= w ( 2 ) tan(∝ +∅) = (275,000) ( ) tan(2.77 + 7.4) = 1618.69 N − mm
2
Solution:
Pitch, p = 12mm
h = height of threads = 0.50p = 6 mm
D = mean diameter = OD – h = 64 – 6 = 58 mm
β = 14.5 for Acme threads
= 7 for Buttress thread
f = coefficient of thread friction = tan α = 0.20
Cos β = cos 14.5 = 0.9681
Tf = torque required to raise the load and to overcome
thread friction
D tan∝ +f/ cos β
= W ( 2 ) (1−ftan ∝/cosβ)
L 12
Tan α = (πD) = (π×58) = 0.066
58 0.066+ 0.20/0.9681
Tf = 60 x ( 2 ) (1−0.20x0.066/09681) = 480.86 kN − mm = 480.86 N − m
Solution:
dr = root diameter = OD - 2h = 64 – 12 = 52mm
16T
Ss = shearing stress = (πd2 ) = 17.41 Mpa
Sc2 28.252
Ss(max) = √Ss2 + = √17.412 + = 22.41 Mpa
4 4
Solution:
For square thread.
0.057874(1−0.13(0.057874))
= 0.10(90) = 0.12526 = 12.526%
0.057874+0.13+ 33
(1−0.13(0.057874))
22. From Problem 21, Find the power input to the screw.
Solution:
V = velocity = 6(60) = 360 mm/min = 6 mm/sec
Power input = 70(0.006)/0.12526 = 3.3353 kW
α = 15.08®
tan ∅ = f = 0.10
∅ = 5.71®
S 1000
RPM of screw = = = 20
L 50
α = 4.59®
tan ∅ = f = 0.14
∅ = 7.96°
Tan(∝ +∅) = tan12.55° = 0.222
Tt = total torque applied = (500N)(1.0m) = 500 N-m
D Dc
Tt = Tf + Tc = W ( 2 ) tan(∝ +∅) + W ( 2 ) fc
49.531
500 = W ( ) (0.222) + W(40)(0.14)
2
500 = 11.0979 W
W = 45.05 kN = 45 053 N
26. From the Previous Problem, Determine the efficiency of
the screw without collar friction.
Solution:
E = efficiency without collar friction
tan∝ 0.0803
= = = 0.3617 or 36.17 %
tan∝+∅ 0.222
28. From Problem 15, Find the maximum direct stress in the
screw.
Solution
Dr = root diameter = OD – 2h = 55 – 2(5.46875) = 44.0625 mm
16T 16(500 x 103 )
Ss = shearing stress = (πd2 ) = = 29.76 MPa
π(44.06252 )
w 45 050
Sc = compressive stress = (Ar) = ( 44.0625 2 ) = 29.5Mpa
π( )
2
Sc2 29.52
Ss(max) = √Ss2 + = √29.762 + = 33.2 Mpa
4 4
(c) The torque required to lower the load, rotate the screw
with the aid of the load is:
Fl 6,400 x 0.008
ɳ = = = 0.31
2πT 2π(26.2)
For A
Root Diameter;
dr = d-p = 36-6
dr = 30mm
Mean Diameter;
p 6
dm = d - = 36-
2 2
dm = 33mm
Lead;
l = p = 6mm
Input Torque;
P 3kW
T = = rev rad
n 1 ∗2π
s rev
T = 477N-m
Fdm l+ πμdm
T = ( ) + μc r c F
2 πdm − μl
65kN(6x10−3 )m
e =
477N−m(2)π
e = 0.13 or 13%
For B
Self-locking is obtained for square threads when µ > tgλ
Where:
l
λ = tg −1
πdm
𝟔
In this problem 0.14 > so screw is self-locking alone.
𝛑(𝟑𝟑)
For C
Compressive stress between collar and nut;
F 4F 4(65x103 N)
σc = = =
Ar πdr 2 [π(30x10−3 )m]2
σc = 92MPa
Shear stress due to collar torque between collar and nut;
Tc C 16(μc rc F) 16(263x103 N−mm)
τ = = =
J πdr 3 π(303 )
τ = 49.6MPa
Combined stress between collar and nut;
σ 92 2 2
τmax = √( c) + τ2 = √( ) + 49.62
2 2
τmax = 67.6MPa
Shear stress between the motor and the nut;
16T 16(477x103 N−mm)
τ = 3 =
πdr π(30)3
τ = 90MPa
τ = 23MPa
Average bearing stress in the screw threads;
F F 65x103 N
σb = = H = 60
Ab π(d2 −dr 2 ) p π(362 −302 ) 6
σb = 5.2MPa
The safety factor;
Sy
Ssy ⁄
n = = 2
τ τ