Failure Theories ✔ Stress in machine components should be
accurately computed. ✔ Designer must understand material limits to
ensure a safe design.
Design Factor ✔ Factor of Safety (N)
Expected Stress N= Stress at Component Failure ✔ Suitable values depend on inherent danger,
certainty of calculations, certainty of material properties, etc.
Static Stresses - Brittle Materials Percent elongation < 5% • •
N= N=
sut
σ suc
σ
1 σ1 σ 2 = + • N sut suc
for parts in tension for parts in compression for parts with general stress
Example The Gray Cast Iron (Grade 40) cylinder carries an axial compressive load of 75,000 lbs and a torque of 20,000 in lbs. Compute the resulting design factor. R0.25” R0.25”
Ø4.00” Ø5.00”
Static Stresses - Ductile Materials Percent elongation > 5% Distortion Energy Theory Define von Mises Stress σ ' = σ 12 + σ 22 − σ 1σ 2 sy
• For nominal stress
N=
• For localized stress
su N= σ'
σ'
Static Stresses - Ductile Materials Percent elongation > 5% Maximum Shear Stress Theory s ys
• For nominal stress
N=
• For localized stress
sus N= τ max
τ max
=
sy 2τ max
Example Specify a diameter for the middle portion of the rod, if it is to be made from AISI 1040-hot rolled steel. 450
5000 lbs
Example For the seat support shown, specify a standard structural tube to resist static loads shown. The tube has properties similar to AISI 1020 hot-rolled steel. Use a design factor of 3. 400 lb
14”
200 lb
20”
Stress
Repeated Loads
σalt
σmean Time
Example The notched bar is machined from AISI 1020 steel. This bar is subjected to a load that varies from 2000 lb to 3000 lb. Determine the mean and alternating nominal stresses.
1.25”
0.1” R 1”
.75”
Fatigue Strength ✔ R.R. Moore Test
Motor
Alternating Stress, σa
Endurance Strength, sn 103
104
105
106
107
108
Cycles to Failure, N (log)
Endurance Strength ✔ sn = Endurance strength • Listed in tables • If no information is available, use (Steel) • sn ≈ 0.5 su • sn ≈ 0.4 su
(Aluminum)
Adjusted Endurance Strength ✔The data from the standard R.R. Moore
test is adjusted for a particular application. ✔sn’ = Adjusted endurance strength = (Cs) (Cm) (Cst) (CR) (sn)
Size and Stress Type Factors – Cs = Size Factor • D< 0.4 in
Cs = 1.0
• 0.4 < D 2.0 in
Cs = (D/0.3)-0.068
• 2.0 < D 10.0 in
Cs = D-0.19
For rectangular sections, D=.808(h b)1/2 – Cst = Stress Type Factor • = 1.0 for bending • = 0.80 for axial tension • = 0.50 for torsion
Material and Reliability Factor – Cm = Material Factor • = 1.0 for wrought steel • = 0.80 for cast steel • = 0.70 for cast iron – CR = Reliability Factor • 50%
CR = 1.0
• 90%
CR = 0.90
• 99%
CR = 0.81
• 99.9%
CR = 0.75
Example The notched bar is machined from AISI 1020 steel. This bar is subjected to a load that varies from 2000 lb to 3000 lb. Determine the endurance limit of the material.
1.25”
0.1” R 1”
.75”
Repeated Stresses - Ductile Materials Distortion Energy Theory Define repeated von Mises Stress σ 'm = σ 12m + σ 22m − σ 1mσ 2 m σ 'a = σ 12a + σ 22a − σ 1aσ 2 a
• Solderberg criterion 1 σ 'm K t σ 'a = + N sy s 'n
Repeated Stresses - Ductile Materials Maximum Shear Stress Theory 1 (τ m ) max K t (τ a ) max = + N ssy s 'sn
• ssy = 0.5 sy • s’sn = 0.5 sn
Example The notched bar is machined from AISI 1020 steel. This bar is subjected to a load that varies from 2000 lb to 3000 lb. Comment on the robustness of the design.
1.25”
0.1” R 1”
.75”
Example Comment on the robustness of a 1-1/4” round bar made from AISI 1213 C-D steel. It carries a constant tensile load of 1500 lbs, a bending load that varies from 0 to 800 lbs at the senter of the 48” length and a constant torque of 1200 in lbs.
48”
Shafts ✔ Connect power transmission components.
✔ Inherently subjected to transverse loads and
torsion.
Shaft Forces ✔ Gears
As before Wt Wr T
Shaft Forces ✔ Chains Ftight
Ftight
2T = D D T
Fslack = 0
Shaft Forces ✔ V-belts
Ftight
Ftight 2.5T = D D
Fslack
T = 2D
Fslack
T
Shaft Forces ✔ Flat belts Ftight 3T Ftight = D D
Fslack
T = D
Fslack
T
Material Properties ✔ For steady load (torsion)
sys=.5sy
✔ For fatique load ( bending)
sn’=cs cR sn cT = 1 (bending) cm = 1 (wrought steel)
Stress Concentrations ✔ Keyseats – Sled Runner Kt = 1.6
– Profile
Kt = 2.0
– Woodruff
Kt = 1.5
Stress Concentrations ✔ Shoulders – Sharp, Bearing (r/d ≈.03) Kt = 2.5 – Round, Gear Bore (r/d ≈.17) Kt = 1.5
✔ Grooves – Retaining Rings Kt = 1.5
Try not to let Kt’s overlap. Leave .10 - .15” between
Strength Analysis K M c K M t t ✔ Bending stress σ = = I S For round sections
✔ Torsion stress
π D3 S= 32
Tr T τ= = J 2S
For round sections
J I =2 r c
Strength Analysis ✔ Mohr’s circle and Solderberg 3 2 ( K t M / s n ') + ( T / s y ) 1 4 = N S 2
Suggested Design Factors: • N=2 smooth operation • N=3 typical industrial operation • N=4 shock or impact loading
Minimum Acceptable Diameter ✔ The designer must size the shaft. – Solve for appropriate diameters 32 N D= π
3 2 ( K t M / s n ') + ( T / s y ) 4 2
Example Determine a suitable diameter for a shaft made from AISI 1144 OQT 1000. It is subjected to a reversing bending moment of 3000 ft lbs and a steady torque of 1800 ft lbs. The shaft has a profile keyway.
Example The shaft shown is part of a grain drying system ✔ At A, a 34 lb. propeller-type fan requires 12 hp when rotating at 475 rpm. ✔ A flat belt pulley at D delivers 3.5 hp to a screw conveyor handling the grain. ✔ All power comes to the shaft through the v-belt at C. Using AISI 1144 cold drawn steel, determine the minimum acceptable diameter at C.
Example
B
A 12”
Sheave C
D
C 10”
10”
E 4”
150 Sheave D
Shafts Accessories ✔ Components used to securely mount power
transmitting elements on a shaft. ✔Axial ✔Rotational
Keys ✔ Allow torque to be transferred from a shaft
to a power transmitting element (gear, sprocket, sheave, etc.)
Key Design ✔ Use a soft, low strength material H L
(ie, low carbon steel)
W
✔ Standard size H=W=1/4 D ✔ Design length
based on strength
Standard Key Sizes Shaft Dia. (in)
W (in)
W T
H S
D − H + D2 −W 2 S= 2 D + H + D2 −W 2 T= + .005 in. 2
Key Design T 2T F= = D/2 D
✔ Key Shear
F 2T τ= = A DLW
✔ Failure Theory N = ✔ Length
4TN L= DWs y
sy 2τ
=
s y LW 4TD
Example Specify a key for a gear (grade 40, gray cast iron) to be mounted on a shaft (AISI 1144, hot rolled) with a 2.00 in. diameter. The gear transmits 21000 lb-in of torque and has a hub length of 4 in.
Retaining Rings ✔ Also known as snap rings ✔ Provides a removable shoulder to lock
components on shafts or in bores. ✔ Made of spring steel, with a high shear
strength. ✔ Stamped, bent-wire, and spiral-wound.
Retaining Ring Selection ✔ Based on shaft diameter & thrust force
Set Screws ✔ Setscrews are fasteners that hold collars,
pulleys, or gears on shafts. ✔ They are categorized by drive type and
point style.
Standard Set Screw Sizes
Set Screw Holding
Pins ✔ A pin is placed in double shear ✔ Holds torsion and axial loads
8T N d= π D sy
D d
✔ Hole is made slightly smaller than the pin
(FN1 fit)
Example Specify a pin for a gear (grade 40, gray cast iron) to be mounted on a shaft (AISI 1144, hot rolled) with a 2.00 in. diameter. The gear transmits 21000 lb-in of torque and has a hub length of 4 in.
Roll Pins ✔ Easier disassembly
Collars ✔ Creates a shoulder on shaft without
increasing stock size. ✔ Held with either set screw or friction (clamped)
Mechanical Couplings ✔ Couplings are used to join two shafts ✔ Rigid couplings are simple and low cost.
But they demand almost perfect alignment of the mating shafts. ✔ Misalignment causes undue forces and
accelerated wear on the shafts, coupling, shaft bearings, or machine housing.
Mechanical Couplings ✔ In connecting two shafts, misalignment is
the rule rather than the exception. It comes from such sources as bearing wear, structural deflection, thermal expansion, or settling machine foundations. ✔ When misalignment is expected, a flexible
coupling must be used.
Mechanical Couplings ✔ Selection factors include: • Amount of torque (or power & speed) • Shaft Size • Misalignment tolerance
Fasteners, Powers Screws, Connections Helical thread screw was an important invention. Power Screw, transmit angular motion to liner motion Transmit large or produce large axial force It is always desired to reduce number of screws
Definition of important Terminologies
Major diameter d, Minor diameter dr Mean dia or pitch diameter dp Lead l, distance the nut moves for one turn rotation
Single and Double threaded screws
Double threaded screws are stronger and moves faster
Screw Designations ✔ United National
Standard UNS ✔ International Standard Organization
Roots and crest can be either flat or round
Coarse thread Designated by UNC ✔ Fine Thread UNF, is more resistance to
loosening, because of its small helix angle. ✔ They are used when Vibration is present ✔ Class of screw, defines its fit, Class 1 fits have widest tolerances, Class 2 is the most commonly used ✔ Class three for very precision application ✔ Example:1in-12 UNRF-2A-LH, A for Ext. Thread and B for Internal, R root radius ✔ Metric M10x1.5 10 diameter mm major diameter,1.5 pitch
Some important Data for UNC, UNF and M threads ✔ Lets Look at the Table 8-1 on Page 398
Square and Acme Threads are used for the power screw
Preferred pitch for Acme Thread d, in p,in
1/4 1/16
5/16 1/14
3/8 1/12
1/2 1/10
5/8 1/8
3/4 1/6
7/8 1/6
1 1/5
1 1/4 1/5
Mechanics of Power Screws
Used in design to change the angular motion to linear motion, Could you recall recent failure of power screw leading to significant causalities
What is the relationship between the applied torque on power screw and lifting force F
Torque for single flat thread Fd m l + πfd m TR = ( ) 2 πd m − fl Fd m πfd m − l TL = ( ) 2 πd m + fl If the thread as an angle α, the torque will be
Fd m l + πfd m sec α TR = ( ) 2 πd m − fl sec α Wedging action, it increases friction
Stresses in the power Screw
Shear stress in the base of the screw Bearing stress Bending stress at the root of the screw Shear stress in the thread nt number of engaged thread
τ=
16T πd 3
σB = −
F πd m nt p / 2
6F σb = πd r nt p
τ=
3V 3F = 2 A πd r nt p
Loading to the fasteners and their Failure considerations
Bolts are used to clamp two or more parts It causes pre tension in the bolt Grip length is the total thickness of parts and washers l
d
t
l
l
ld
h
t2
lt=L’- ld
L’ effective grip= h+t2 if t2
Failure of bolted or riveted joints
Type of Joints ✔ Lap Joint (single Joint)
But Joint
Example 1
Example 2
Example 2
Example 3
Weld
Weld under Bending
Springs Flexible machine elements Used to: ✔ Exert force ✔ Store energy
Spring Rate ✔ Effective springs have a linear deflection
curve. ✔ Slope of the spring deflection curve is the rate Force k 1 Deflection
∆F k= ∆L
Example A compression spring with a rate of 20 lb/in is loaded with 6 lbs and has a length of 1.5 in. Determine the unloaded spring length (free length)
Geometry Di
Dw
Dw
L
Do
✔ Wire diameter, Dw (Standard gages) ✔ Mean Diameter, Dm
Dm = Do - Dw
Spring Parameters ✔ Spring index
Dm C= Dw
C > 5 (manufacturing limits) ✔ Active coils, Na = N for plain ends = N-1 for ground ends = N-2 for closed ends
Deflection ✔ Deflection for helical springs
8 FDm3 N a 8 FC 3 N a δ= = 4 GDw GDw G = Shear modulus
✔ Spring rate for helical springs
GDw k= 3 8C N a
Example A helical compression spring is formed from 35 gage music wire with 10-1/4 turns and an O.D. if 0.850 in. It’s ends are squared. The free length is 2 inches. Determine the force to press the spring solid.
Stress Analysis ✔ Spring wire is in torsion
V
T r 8K F C τ= = 2 J π Dw ✔ Wahl factor, K Accounts for the curvature of the wire 4C − 1 .615 K= + 4C − 4 C
T
F
Example A helical compression spring is formed from 35 gage music wire with 10-1/4 turns and an O.D. if 0.850 in. It’s made from A228 and the ends are squared. The free length is 2 inches. If the spring is repeatedly compressed to 1.3 in, do you expect problems?
Design Procedure ✔ Select a material ✔ Compute required spring rate ✔ Estimate Dm based on size constraints ✔ Determine required Dw (use K=1.2) ✔ Select standard wire ✔ Verify actual stress is satisfactory. ✔ Compute number of coils required.
Example Design a helical compression spring to exert a force of 22 lbs when compressed to a length of 1.75 in. When its length is 3.0 in, it must exert 5 lb. The spring will be cycled rapidly. Use ASTM A401 steel wire.
Rolling Element Bearings ✔ Provides support for machine elements,
while allowing smooth motion.
µ=0.001 - 0.005
Types Single-row Radial Ball
Angular Contact Ball
Radial Roller
Angular Roller
Types Spherical Roller
Tapered Roller
Needle Thrust
Ball Bearings
Stress Analysis ✔ Contact Stress
σc=300,000 is not unusual ✔ Balls, rollers and races are made from
extremely high strength steel ex. AISI 52100 sy = 260,000 psi su=322,000 psi
Bearing Load/Life ✔ Test (fatigue) data Radial Load (lbs)
Empirical relationship:
L2 P1 = L1 P2
k
•k=3.0 (ball) •k=3.33 (roller)
L10 Life (cycles)
Example A bearing is mounted on a shaft rotating at 1200 rpm. The bearing has been tested to have a L10 life of 300 hrs, when loaded with 500 lbs. Determine the expected L10 life, if the load is increased to 700 lbs.
Manufacturer’s Data ✔ Vendors publish the
Basic Dynamic Load rating (C) of a bearing at an L10 life of 1 million cycles.
Bearing Selection ✔ Determine the design life (in cycles) ✔ Determine the design load Pd = V R
•V=1 for inner race rotation •V=1.2 for outer race rotation
✔ Calculate the required basic dynamic load 1 Ld k Creq 'd = Pd 6 10 ✔ Select a bearing with (C > Creq’d) and a bore
that closely matches the shaft diameter.
Example Specify suitable bearings for a shaft used in an grain dryer. The shaft rotates at 1700 rpm. The required supporting loads at the bearing are R =589 lb Bx
RBy=164 lb
and the minimum acceptable diameter is 2.16”.
Mounting of Bearings ✔ Shaft/bearing bore has a light interference
fit. ✔ Housing/outer race has a slight clearance fit. Check manufacturers catalog ✔ Match maximum permissible fillet radius. ✔ Shaft or housing shoulders not to exceed
20% of diameter.
Mounted Bearings ✔ Pillow block
✔ Bearing is inserted into a cast housing, with
base or flange slots, which can be readily attached to a machine base.
Bearings with Varying Loads ✔ Compute a weighted average load based on
duty cycle.
[
∑ ( Fi ) p N i Fm = ∑ Ni
]
1 p
Fm=equivalent load Fi= load level for condition i Ni= cycles for condition i p = exponent for load/life
Example Bearing 6211 is carrying the following load cycle, while rotating at 1700 rpm. Stage Load (lbs) Time (min) 1 600 480 2 200 115 3 100 45 Compute the bearing L10 life in minutes.
Radial & Thrust Loads ✔ Calculate an equivalent load
P=VXR +YT T=thrust load X factors depending = Y on bearing
Thrust factors, Y ✔ Deep -groove, ball bearings
X = 0.56 for all values of Y
Example A bearing is to carry a radial load of 650 lb and a thrust load of 270 lb. Specify a suitable single-row, deep-groove ball bearing if the shaft rotates at 1150 rpm and the design life is 20,000 hrs.