Shafting
ME 147P
• Shaft: is a rotating machine element which is used to transmit power from one place to another and subjected to torsion or a combination of torsion, bending and axial loading.
• In order to transfer the power from one shaft to another, the various members such as pulleys, gears etc., are
mounted on it.
• Shaft is used for the transmission of torque and bending moment.
• The various members are mounted on the shaft by means of keys or splines.
• The shafts are usually cylindrical, but may be square or cross-shaped in section. They are solid in cross-section but sometimes hollow shafts are also used.
• An axle, though similar in shape to the shaft, is a stationary machine element and is used for the transmission of bending moment only.
• It simply acts as a support for some rotating body such as hoisting drum, a car wheel or a rope sheave.
• A spindle is a short shaft that imparts motion either to a cutting tool (e.g. drill press spindles) or to a work piece (e.g. lathe spindles).
Types of Shafts
• 1. Transmission shafts. These shafts transmit power between the source and the machines absorbing power. The counter shafts, line shafts, over head shafts and all factory shafts are transmission shafts. Since these shafts carry machine parts such as pulleys, gears etc., therefore they are subjected to bending in addition to twisting.
• 2. Machine shafts. These shafts form an integral part of the machine itself. The crank shaft is an example of machine shaft.
Standard Sizes of Transmission Shafts
• For SI Units: 25 mm to 60 mm with 5 mm steps; 60 mm to
110 mm with 10 mm steps ; 110 mm to 140 mm with 15 mm steps ; and 140 mm to 500 mm with 20 mm steps.
• For English Units: Use the preferred sizes in our previous
Stresses in Shafts
• Pure Torsion • Pure Bending
16
hollow shaft shaft solid 16 4 4 3 i o o s s s D D TD S D T S J Tr S
32
hollow shaft shaft solid 32 4 4 3 i o o f f f D D MD S D M S I Mc S Deflections of Shafts
• Angular Deflection
hollow shaft 32 shaft solid 32 4 4 4 G D D TL G D TL JG TL i o • Lateral Deflection
• For Simply Supported Shaft:
• For Cantilever: EI FL y 48 3 EI FL y 3 3
Combined Loads on Shafts
• Axial and Flexural Loads:
8 32 4 32 3 2 3 max max FD M D D F D M S N S or N S S A F I Mc S allow y u
• Axial and Torsional Loads:
2 2 3 2 2 max 2 2 3 2 2 3 2 8 8 16 2 2 : Theory Stress Normal Max. on Based 8 16 2 : Theory Stress Shear Max. on Based 16 ; 4 max FD T FD D S S S S FD T D S S S D T J Tr S D F A F S s s s s • Flexural and Torsional Loads:
2 2
3 2 2 max 2 2 3 2 2 3 3 16 2 2 : Theory Stress Normal Max. on Based 16 2 : Theory Stress Shear Max. on Based 16 ; 32 max M T M D S S S S M T D S S S D T J Tr S D M I Mc S s s s s • Axial, Flexural and Torsional Loads
2 2 3 2 2 max 2 2 3 2 2 3 3 8 8 16 2 2 : Theory Stress Normal Max. on Based 8 16 2 : Theory Stress Shear Max. on Based 16 ; 8 32 max FD M T FD M D S S S S FD M T D S S S D T J Tr S FD M D A F I Mc S s s s s • Maximum Shear Stress Theory (Guest’s Theory)
• This theory is applicable for ductile materials.
• The equation shows the maximum shear stress that would result in a combination of shear stress and normal stress applied to a machine member.
• This is also based on the assumption that a ductile material is most probably going to fail by shearing.
Maximum Stress Theories
2 22
max
S
S
S
s sFor design considerations, Ssmax is equated to the allowable stress.
• Maximum Normal Stress Theory (Rankine’s Theory)
• This theory is applicable for brittle materials.
• The equation shows the maximum normal stress that
would result in a combination of shear stress and normal stress applied to a machine member.
• This is also based on the assumption that a brittle material is most probably going to fail by normal stress (e.g.
bending)
2 2 max2
2
S
S
S
• This is based on the two aforementioned stress theories described.
• The ff. expressions are used as design stresses based on ASME Code for Design of Transmission Shafting:
Shaft Design by ASME Code
d d u y d s s u y s
S
S
S
S
S
S
S
S
S
S
d d d75
.
0
keyway,
a
with
is
shaft
If
smaller.
is
whichever
use
36
.
0
or
6
.
0
:
Stress
Design
Normal
75
.
0
keyway,
a
with
is
shaft
If
smaller.
is
whichever
use
18
.
0
or
3
.
0
:
Stress
Design
Shear
' '
Combined Torsion and Bending on Shaft
moment
twisting
equivalent
;
16
2
32
16
2
:
applies
theory
stress
shear
max.
ductile,
is
material
If
32
;
16
2 2 2 2 3 2 3 2 3 2 2 3 3 max max
M
T
M
T
D
S
D
M
D
T
S
S
S
D
M
I
Mc
S
D
T
J
Tr
S
s s s f s
s
m
sd s m sS
M
K
T
K
D
S
K
K
2 2 316
bending
for
shear;
for
9.1
Table
from
fatigue
and
shock
combined
to
due
factors
g
Considerin
max
equivalent
bending
moment
16
2
32
16
2
32
2
2
:
applies
theory
stress
normal
max.
brittle,
is
material
If
2 2 2 2 3 max 2 3 2 3 3 2 2 max
M
T
M
M
T
M
D
S
D
M
D
T
D
M
S
S
S
S
s
s
m
d m m sS
M
K
T
K
M
K
D
S
K
K
2 2 3 max16
bending
for
shear;
for
9.1
Table
from
fatigue
and
shock
combined
to
due
factors
g
Considerin
Table 9.1, Recommended Values of Km and Ks, from the textbook by Faires is similar to the table below:
4 3 4 4 4 4 4 4 3 4 4 4 4 41
1
32
32
32
1
1
16
16
let
;
16
j
D
M
D
j
D
MD
S
D
D
MD
I
Mc
S
S
j
D
T
D
j
D
TD
S
jD
D
D
D
j
D
D
TD
J
Tr
S
o o o o i o o f o o o o s o i o i i o o s
s
m
d m o s m s o sS
j
M
K
T
K
M
K
D
S
S
j
M
K
T
K
D
S
d
4 2 2 3 max 4 2 2 31
1
16
:
use
applies,
theory
stress
normal
max.
brittle,
is
material
If
1
1
16
:
use
applies,
theory
stress
shear
max.
ductile,
is
material
If
max
If shaft is solid, the equation above can also be referred to by using Do=D and j=0 since Di=0.
Combined Axial and Bending Loads on Shaft
tensile is load axial if 1, action column for factor shaft hollow for 8 1 1 1 32 shaft solid for 8 32 2 4 3 max 3 max d m o d m S j FD M K j D S S FD M K D S
fr.Johnson's formula
4 1 1 , 120 30 For B. formula s Euler' fr. , 120 For A. 2 2 2 2 E k L S k L E k L S k L e y e e y e Column Factor
In case of long shafts (slender shafts) subjected to
compressive loads, a factor known as column
factor (α) must be introduced to take the column
Combined Axial, Torsional and Bending Loads on Shaft
d o m s o m o s o m s o s S j FD M K T K j FD M K j D S S j FD M K T K j D S d 2 2 2 2 4 3 max 2 2 2 4 3 8 1 8 1 1 1 16 : theory Stress Normal Max. From 8 1 1 1 16 : theory Stress Shear Max. From max If shaft is solid, the equation above can also be referred to by using Do=D and j=0 since Di=0.
Sample Problem 1
• A solid circular shaft is to transmit 20 hp at 600 rpm. It also supports a bending load of 2000 in-lbs. The shaft is made of AISI C1020, as rolled steel. A gear is fastened at the midpoint by means of a key. If the load is gradually applied with a
reversed bending, determine the shaft diameter. • Solve the above if shaft is hollow where Do=2Di.
psi S psi S lbs in M lbs in N P T u y rpm 65000 48000 steel rolled as C1020, AISI of Properties 2000 . 83 . 2100 600 63025 20 63025
5
.
1
;
0
.
1
:
bending
reversed
with
load
applied
gradually
p.279,
9.1,
Table
From
:
factors
fatigue
and
shock
combined
For
8775
11700
75
.
0
75
.
0
keyway,
with
is
shaft
But
11700psi.
is,
that
smaller,
is
whichever
Use
11700
65000
18
.
0
18
.
0
14400
48000
3
.
0
3
.
0
16
:
theory
stress
shear
max.
ductile,
is
material
If
' ' max 2 2 3
m s s s u s y s s m s sK
K
psi
S
S
psi
S
S
psi
S
S
S
M
K
T
K
D
S
d d d d d
in
in
D
S
D
S
d s s8
3
1
286
.
1
8775
2000
5
.
1
83
.
2100
0
.
1
16
8775
2000
5
.
1
83
.
2100
0
.
1
16
:
values
Solving
3 2 2 2 2 3 ' max
in in D D psi S S psi S S psi S S S D S S M K T K M K D S d d u d y d d d m s m 4 1 1 24 . 1 17550 2000 5 . 1 83 . 2100 0 . 1 2000 5 . 1 16 17550 23400 75 . 0 75 . 0 keyway, with is shaft But 23400psi. is, that smaller, is whichever Use 23400 65000 36 . 0 36 . 0 28800 48000 6 . 0 6 . 0 2000 5 . 1 83 . 2100 0 . 1 2000 5 . 1 16 16 : material brittle For 3 2 2 ' ' 2 2 3 max ' 2 2 3 max Sample Problem 2
diametersof shafts x and y : Required keyways. have shafts Both applied. gradually is Load 20 gears of angle Pressure 78000 60000 : properties material Shaft System on Transmissi : Given psi S psi S u y
lbs in in lbs L F M lbs F F F lbs F F lbs D T F M lbs in N P T S M K T K D S x R r t R t r x t x s m s s d 66 . 2235 4 8 83 . 1117 4 . 83 . 1117 32 . 382 42 . 1050 32 . 382 20 tan 42 . 1050 tan . 42 . 1050 6 25 . 3151 2 2 : For . 25 . 3151 600 63025 30 16 ductile, is material Assume : shaft x 2 2 2 2 2 2 3 ' max
5
.
1
;
0
.
1
:
bending
reversed
with
load
applied
gradually
p.279,
9.1,
Table
From
:
factors
fatigue
and
shock
combined
For
10530
14040
75
.
0
75
.
0
keyway,
with
is
shaft
But
14040psi.
is,
that
smaller,
is
whichever
Use
14040
78000
18
.
0
18
.
0
18000
60000
3
.
0
3
.
0
:
Stress
Design
'
m s s s u s y sK
K
psi
S
S
psi
S
S
psi
S
S
d d d d
in
in
D
S
D
S
d s s8
3
1
3
.
1
10530
66
.
2235
5
.
1
25
.
3151
0
.
1
16
10530
66
.
2235
5
.
1
25
.
3151
0
.
1
16
:
values
Solving
3 2 2 2 2 3 ' max
in in D D psi S S psi S S psi S S S D S S M K T K M K D S d d u d y d d d m s m 4 1 1 24 . 1 21060 66 . 2235 5 . 1 25 . 3151 0 . 1 66 . 2235 5 . 1 16 21060 28080 75 . 0 75 . 0 keyway, with is shaft But 28080psi. is, that smaller, is whichever Use 28080 78000 36 . 0 36 . 0 36000 60000 6 . 0 6 . 0 66 . 2235 5 . 1 25 . 3151 0 . 1 66 . 2235 5 . 1 16 16 : brittle is material If 3 2 2 ' ' 2 2 3 max ' 2 2 3 max
lbs in in lbs L F M lbs F lbs F lbs F M lbs in T rpm N D D D C D D N N N P T S M K T K D S y R R r t y y y x y x x y y s m s s d 49 . 3353 4 12 83 . 1117 4 . 83 . 1117 ; 32 . 382 ; 42 . 1050 : For . 5 . 6302 300 63025 30 300 12 6 600 ; " 12 " 6 " 9 2 2 ; ; 16 ductile, is material Assume : y shaft ' max 2 2 3
5
.
1
;
0
.
1
:
bending
reversed
with
load
applied
gradually
p.279,
9.1,
Table
From
:
factors
fatigue
and
shock
combined
For
10530
14040
75
.
0
75
.
0
keyway,
with
is
shaft
But
14040psi.
is,
that
smaller,
is
whichever
Use
14040
78000
18
.
0
18
.
0
18000
60000
3
.
0
3
.
0
:
Stress
Design
'
m s s s u s y sK
K
psi
S
S
psi
S
S
psi
S
S
d d d d
in
in
D
S
D
S
d s s8
5
1
57
.
1
10530
49
.
3353
5
.
1
5
.
6302
0
.
1
16
10530
49
.
3353
5
.
1
5
.
6302
0
.
1
16
:
values
Solving
3 2 2 2 2 3 ' max
in in D D psi S S psi S S psi S S S D S S M K T K M K D S d d u d y d d d m s m 2 1 1 47 . 1 21060 49 . 3353 5 . 1 5 . 6302 0 . 1 49 . 3353 5 . 1 16 21060 28080 75 . 0 75 . 0 keyway, with is shaft But 28080psi. is, that smaller, is whichever Use 28080 78000 36 . 0 36 . 0 36000 60000 6 . 0 6 . 0 49 . 3353 5 . 1 5 . 6302 0 . 1 49 . 3353 5 . 1 16 16 : brittle is material If 3 2 2 ' ' 2 2 3 max ' 2 2 3 max More Problems
• A solid circular shaft is subjected to a bending moment of 3000 N-m and a torque of 10 000 N-m. The shaft is made of a material having ultimate tensile stress of 700 MPa and an ultimate shear stress of 500 MPa. Assuming a factor of safety as 6, determine the diameter of the shaft.
• A shaft supported at the ends by ball bearings carries a straight tooth spur gear at its mid span and is to transmit 7.5 kW at 300 rpm The pitch circle diameter of the gear is 150 mm. The distances between the centre line of bearings and gear are 100 mm each. If the shaft is made of steel and the allowable shear stress is 45 MPa, determine the diameter of the shaft. The pressure angle of the gear may be taken as 20° and the load may be assumed as gradually applied.
• A line shaft is driven by means of a motor placed vertically below it. The pulley on the line shaft is 1.5 metre in diameter and has belt
tensions 5.4 kN and 1.8 kN on the tight side and slack side of the belt respectively. Both these tensions may be assumed to be vertical. If the pulley be overhung from the shaft, and the distance of the centre line of the pulley from the centre line of the bearing being 400 mm, find the diameter of the shaft. Assuming that the yield strength of the shaft material is 187 MPa and the load is gradually applied with reversed bending. The pulley is also mounted on the shaft with a key.
• A mild steel shaft transmits 20 kW at 200 r.p.m. It carries a central load of 900 N and is simply supported between the bearings 2.5 metres apart. Determine the size of the shaft, if the allowable shear stress is 42 MPa and the
maximum tensile or compressive stress is not to exceed 56 MPa. What size of the shaft will be required, if it is