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9. SHAFTING
‘Shaft—a rotating member, usally of circular section,
used to transmit power or motion. Is primary load is
torsion
“Axle —a non-rotating member which carries no torque
‘and is used to support wheels, pulleys, andthe like. It is
«primarily laded with bending.
Spindle—a short shaft or axle.
‘Terms such as lineshaft, headshaft, transmission shat,
‘machinery shaft, countershaft, and flexible shaft are names,
associated with special usage.
Most machine design books generally use the term
shaft to mean all of the above terms.
© SHAFT UNDER PURE TORSION
 
 
 
saidstatt ¥ Wat shakt*T
Maximum torsional stress
5, = 1 or 55,4: (fora solid shat)
m0
Sp ere Seg: Cat a hollow shaft)
or ‘
or
Ot LENS cere"
Angle of twist (orsonal deformation)
@= 7g! imradians
  
where:
  
J=qgPt: for solid shafts
J=ZO'-a"}:  forhollow shafts
* SHAFT UNDER PURE BENDING
M
ay,
Pye
Sold shaft —_ shat
‘Machine Design I: BASAEN, RV.
‘Maximum Flexural stress
32M
D’
$5, =e > Sy: (solid shaft)
a
   
 
“Case 3) Shaft has fixed supports with load P at midspan
u2_|P
y., [conte
————
 
 
 
‘Two General Classifications of Shafts
1. Transmission shaft— shaft hat connects a prime
‘mover to a machine.
2. Machinery shaft—shaft that is an integral part of
a machine
ASME, Formulas
‘Shaft Design Stresses (Only S, and Sy are known)
Shear design stress:
 
 
Sa~ 03S, whichever is smaller:
Sa 0.18 Sy Mfshafh has a kevway,
‘consider a strength
reduction factor of 0.75
Normal design stress:
Se=0.6 S, whichever is smaller:
S2= 0.368, [shaft has a keyway,
considera strength
reduction factor of 0.75:
14Allowable deformations
Angle of Twist
‘Transmission shaft:
Onion = 1° ina length of 20 diameters
 
0.08" to 1° per foot of length
‘between supports
“Transverse Deflection
Transmission shaft:
Yeuow = 0.01 inch per foot of length
between supports
Machinery shaft:
‘Yetiow = 0.002 inch per foot of length
 
between supports
‘© COMBINED STRESSES
 
(cx fea PPP) 05,
and, from the Max. Normal Stress equation
 
Sex =
164 arn(t +B?)
= go (=m) | Rae
arpa + BA]
+ (cee + [ia PPE* EY) 9 5,
where
a = factor for column action
K. = combined shock and fatigue factor for
shear
Ky = combined shock ane fatigue factor for
bending
B= ratio of inside to outside diameters of
hollow shaft
Note
For combined torsion and bending on a solid sha,
above formulas can be reduced to
16
Soma = ps VET + Bea? > Sn
[Machine Desin I: BASAEN, RV.
and
Snax = 5s KM AV RTI CMF = Si
--» then solve for the diameter D from each ofthe formulas,
and use whichever is larger!
If Ka and K, are not specified, use Km = K, = 1.0.
Note:
~ Af the shaft material is ductile, use tho first
equation. A ductile material for a shaft is more
‘common than a brittle material,
- LF uncertainty arises as to the shaft material, use
the more conservative result of first and second
‘equations (e.g, forthe shaft diameter, D, use the
‘greater diameter from the equations).
~ Ifthe axial load is tensile a = 10.
= Ifloading conditions are not specified, the factors
K, 8 Ky, become insignificant.
K,= Ky =10
~ If some toads are Considerably low, they may
become negligible, thus, the first and second
equations may be simplified.
- From the possible loads on the shaft, bending
‘moment M is oftentimes the mos difficult load to
compute.
 
* Transmission shafts from the PSME Code,
Machinery’s handbook, Kent's M.E. handbook,
ete.
 
     
 
 
Main Power
Transmiting
‘Su
Line
Jo
 
 
 
 
Machine
‘hat
Driven
cal Machine A
Deiven
Machine 8
Main Power Transmitting Shafts
DN
30
 
Line Shafts Carrying Pulleys
 
1s‘Small, Short Shaft and Countershafts
“oi
“38
‘whore
P= horsepower transmitted
N
D
= angular speed in sp.
“= shaft diameter in inches
Note:
: ‘Above formulas were based on design stresses
of
= 4 ksi for main power transmitting shafts
= Gksifor line shafis, and
= 85 ksi forsmall /short shafts, and
countershafis
‘¢ Empirical Formalas from Machinery Handbook
Required Shaft diameter:
8) foran allowable angle of twist not exceeding,
0.08° per foot of length
D=029 VF
)_foranallowable angle of twist not exceeding I
ina length of 20 diameters
D=01 VT
©) for short, solid shaft subjected only to heavy
transverse shear
hav
5
D = shaft diameter in inches
T = torque in intb
V_ = maximum transverse shear load, Ib
S, = maximum torsional shearing stress, psi
Shaft Supported length VS. Shaft Diameter
(Deflection is limited to 0.01 inch per foot of length)
a)» Shafting subjected to no bending action except
its own weight
L=895 VD
subjected to bending action due to
 
L=52 VDF
L = maximum distance between
bearings, feet
D = shaft diameter in inches
¢ Standard Sizes of Shafts
For standard sizes of shafts in inches:
refer to p. 269 of DME Faires
Machine Design I: BASAEN, RV
 
 
For standard sizes of shafts in mm
Tnerement
4-10 Imm
12,15,17
20-110 Smm
110-200 10mm
200-280 20mm
 
® Cases of Shaft Problems (Stress Based)
 
 
   
 
 
 
 
 
1. 54g 07 Sais given (5,, 5,,cuul N)
For Pure‘Torsion,
5-12 45,
= ps Sea
(solid shaft) .
11D 5207S
aot ay > Sse N
SOP Sus
S.= aps pp) Sa
(hollow shaft)
where
B
For Pure Bending
So at
= aF>
(solid shaft)
5 = M0 _ SyorSy
1" 3D a ~ aN
32m Syors,
Si aD \i-# N
(hollow shaft)
2. Only S,,and S, are given but no factor of
safety,V
Use the ASME Code for Shaft Desig
Shear design stress
 
018 8,
‘whichever is smaller
 
 
Note:
= Above Szq and Sq are based on the ASME
Code (p. 278 DME Faires shows estimation
formulas)
~ If the shaft is deseribed to have a keyway,
multiply above design stresses by 0.75.
1163. No Su, Sy, or N given, The shaft is described to
bbe any of the following transmission shafts,
MPTS —main power tansmitting shafts
LS line shaft carrying pulleys
SS ~short, small shaft or counter shaft
For each of the above shafts, design
handbooks give the following shear design
stresses,
Su=4 ksi (MPTS)
Sar 6 ksi (L5)
Sue 85 ksi (SS)
4. Shaft is under combined stresses
Use the derived formulas for Sines 2nd Snes
Combined Stresses in Shafts
‘Axial & Flexural Loads
‘Axial & Torsional Loads
Flexural & Torsional Loads
‘Axial, Torsional, & Flexural Loads
eesP
Note:
‘These combinations are treated with the aid of
‘maximum stress equations in the previous chapters.
= Maximum Shear Stress Uqution, The caution is
more gencrally applicable fo shaft made of ductile
instal
Po
ee |e (oye
Smmar= |5:2+ (5) S04
= Maximum Normal Suess Equation. The equation
is more applicable o bitle materials
BS eles ey
inex = 3+ [8+ (5) > Sa
= Af uncertainly arises as to the material, use the
more conservative results from both equations
above.
 
Conversion from Solid to Hollow Shaft
‘+ Percent Saving Weight
 
Nate:
“Applicable to equal length and same material.
‘© Percent Reduction in Torque Capacity
1,-T,
RTC
 
Where,
T, = torque thatthe solid shaft can transmit
Tj, = torque thatthe hollow shaft can transmit
Machine Design 1: BASAEN, BV
 
Example 1:
‘A 76mm solid shaft is to be replaced by a hollow
shaft of equal length and equal torsional strength, but its
‘weight should only be one half that of the solid shaft
Determine the diameter D and dof the hollow shaft.
Solution:
T
  
Hollowshatt
Solid shart
Conditions given for the shafts include equal length,
equal torsional strength and that hollow shaft should weigh
only half as much a the solid shaft. Its then assumed that
the shaft are made of the same material
‘© Equal torsional strength, Sag
or
  
   
Seoonay = Spy 7 Sut
ter
ora) St
Ths,
1610
(D+ 4)
‘nd, with equal power being transmited, torque is
also constant.
Sor 16TD
 
D*—d* =76°D + (1)
 
nae) ma)
+ 50% weight reduction
we=y (Goa):
ee a
GO? -a)1 = 05 [y Gee) ]
D? — d? = 288 d? = D* — 2888 + (2)
 
= 7G@?-@)L
  
Substituting eqn. (2) into equation (1)
Dt —[D? — 2888]? = 76*D: D = 91.74mm
And, from eqn. (2), d = 74,35mm. Thus, asa replacement
shaft, the hollow shaft should have the following
diamet
 
TA mam
 
 
7Example 2:
‘A shaft is made of steel whose S, = 300 MPa and S,
= 400MPa, it is to transmit 300 kW at 600 rpm. (a)
Calculate the diameter ofthe shaft if the load is gradually
applied. Consider the effect of keyway on the shaft. (b) The
same as a), except that the load is suddenly applied.
 
 
Solution:
T
solidshart
Sy + 800 10a
Su +400 MPa
T+ 300, nto) 1 T# 4774 500 Nem
408 c4-549 «10%
(A052
Ssd + 0-3 Sy » 0°3 (308) =90
Ssd* 0-18 Su + 0-18 (4001 = 72
BUT, W/ KEYWAY=
Sse" * 0-75 (72)
 
 
THEN,
os 46L ‘
$5 ks IEE, Sod
TABLE at
*S]enaoonusy
aomico
(1-0) (46 = 4 73a 500) (0.79972)
[De 36-65 mm * 80 mm
(B)D=9 (SUDDENLY APPLIED LOAD)
eee
210
210 015
Keqee * 125
(125)(1es 4.772 500) + 0-75.(72)
[D+ 62-87 mm = 85am
THUS,
 
 
 
 
Example 3:
2) What maximum horsepower can a 3-inch
diameter short shaft transmit at 600 rpm?
'b) What diameter in mm is required by a main power
transmitting shaft to transmit 500 kW at 200 ppm?
Machine
 
BASAEN, RV
Solucon:
3) Maximum Power
P=? Chip) £ SHORT SHAFT?
FROM PSNE
PDBN , P+ hp
ee OF in
No rem
 
 
b) Min diameter required for a main power
transiting shaft
From the PSME_ Code formulas for transmission
shatts:
0+? (mm) { MPTS}
FROM
PON; Po hp
0 0+ in
Nov epm
B00 RN a thar]
168-6 rim
 
 
‘© Bending Lond Calculation for Shaft
J. Bending Load jrom Belts and Pulley
 
usMachine Design 1: BASAEN, RV,
   
Useful Relations: F, = tight side tension in the bet
BM, =0; T=@- (2) Fz = slack side tension in the belt
fa a Fp = bending load on shaft
F.-F= >): WetBeltPall) Fay = chain tension
where,
T = torque transmitted by the shaft
F,= tight side tension in the belt
= slack side tension in the belt
Fy ~ bending load on shaft
3. Bending Load from Spur Gears
  
 
Belt tension ratio:
a
E
shen! where
f
= pressure angle of the gear teeth
4.5°, 20°or 25°)
Fe = tangential force on the gear
F, ~ radial force on the gear
Fa ~ resultant force on the gear
@ = conlact angle between belt and pulley
(based on the small pulley, where belt slip is
‘more likely to take place)
6 =180— 2y
From Machine Elements 2, For tangential load, F
    
 
 
y= sin
where, Fp=ot
Dyas Ppa = play diameter D,
C= center distance between the pulleys (tangential load of the gear tooth)
‘Thus, the bending load is, Forradal lod Fe
Fp = (Fi + Fa) cosy Fem cong
(ending load on the shaft) ae
From the set-up as shown, the bending moment M is (adial load or separating fore between gears)
For the resultant load, Fe
Fa= J Fet+F,?
 
2, Bending Load Chains and Sprockets (esultant tooth load)
‘This resultant tooth load Fe becomes the bending load on
the shaf,
Fo=Fr
Note:
If the shaft has complex bending loads, the bending,
moment M is generally determined with the aid of shear
and moment diagrams.
Other gear types (helical, bevel, worm gears, etc.)
 
Note: result ins more complicated loading on the gear and on the
For chains the slack side tension Fis pmetically vero. Supporting shaft
‘The bending lad then becomes,
Fa= Fi= Fea
EM, = Of:
8 a es
= Fea =5-
 
9Example 4:
a) Determine the bending load Fy at the shaft from the
given set up. The driven pulley is 400mm and is
‘800 mm away from the driving palley.
 
'b) The same as a. except that the pulleys are replaced by
spur gears (g} = 20°) and the diameter of the driving
gear is 100mm. Also compute for the bending
‘moment on the shaft ® simply supported and the gear
is replaced midway( between the bearings that are
100 mm pat. ae
 
Solution:
8) Bending load fiom belt and pulley, F
Fox (Pir Fe) cos
wee:
Fi-ras 2p
e
 
 
Fiote + 200 cassanoe
 
 
 
  
205
Fi-Fa= 3183-—-©
Brae?
Fete
180-28
Beso [oasp4)
a
Bein fage 200
2¢600)
Bese
2165-6"
fe, (oss-622)
i,
i.e ie
Pre 2.330 F2 —» @
SOLVING © & © + SimivL
Fi 54895 N
F2+ 2306-5 N
THs,
Fe (5469-5 +2306-5) cos(t-181")
Fer 7734-6 N]
 
‘Machine Design I: BASAEN, RV
 
b) Bending load from spur gear, Fy
  
1591 500
Feeat + 21060) asa 108]
160
Fes @366N
Fre Ft tang 4, + 6366 tan zo")
or
Fre 2317N
THs,
Fre [TRPe cree = [Teaeay® (2a)
FR: 6774 SN > Fo
 
 
 
 
BENOING,
Ms Fe CL) = 6774-5 ¢1comm)
4 +
Me 169 362 Nome]
 
 
Example 5:
‘A.150mm diameter spur pinion transmits 20 KW at 600
pm. Considering a pressure angle of 20° and the distance
between bearing supports as shown, recommend the
standard shaft diameter necessary if S..~ 60 MPa.
 
 
 
 
 
 
 
 
 
 
 
T
H 180mm
r
*yo0mm 150m
‘Solution:
“+ TORAUE , (7)
Ts 20. (4.549.2108
EB (5494109)
T+ 318 300 N-mm
+ BENOING MOMENT, ¢M)
Fes 27 = £(316300) ; Fee4aaan
0 150
Fre Fe tang = 4244 tan 20
 
Pee [FP VF + (Canaay®s (rea
Fes 45ioN
Ms Fr (a)(b) » C4516) (400) (160)
atb 250
Mz 270 460 N-mm 120Ds?
FROM Ssmax
Ssraax * [5st+ (FPP Ssd
Ssr1ot ; 5+ 32M
105 703
Sewn “18 ({FFEME) = Ssd
sh ([Fo18 3cor* + cero a8cF ) 9 60
Bram = 35mm)
 
 
Example 6:
‘The shaft of a heavy tractor transmits 120 kW at 600
pm. It acts as a cantilever supporting a load of 2800 N
located 60 em from the supporting bearing. The allowable
stresses are 137 MPa for normal stress and 62 MPa for
shear. If axial load is negligible, find the shaft diameter.
Solution:
‘Sketch of shaft loading from the description:
 
 
 
FINO 0:7
*TORAUE ,¢T)
T ato#
Pawtes. + 128 (4.549 «1087
T+ 1909 800 N-mm
*BENOING MOMENT. (IM)
MF CL) + 2600 (600)
Mr 1.680.000 N-mm
*USING Ssmax =» Ssd
Ssmax * J5e*+(E)" => Sed=62 Mia
Seek; S2aaM
0s Oe
Sinan 8 [TR ] 62
rea + Ceeaouatt
+ 54.34 nm
Machine Design 1: BASAEN.RV.
USING Smax > Sd
Suac* $4 [SFECE). op Sa = 137 are
 
 
 
 
 
 
ane [FRE
Suan +88, [four [Teme f] 06 187
0258-45 mm
qwus, use [Desacbden = 60mm
LARGEST O Veta: aia
Example 7:
‘A centrifugal pump is directly coupled to a motor. The
‘pumping rate is 3600 li/min, against a total head of 8 meters
of water. The pump efficiency is 65% at a shaft speed of |
about 500 rpm. Determine the motor shaft diameter if the
shear design stress of the shaft is 60 MPa. Neglect the
bending load from the centrifugal force due to the coupling,
© wor
 
 
Bo Bn = NK
 
 
 
 
Solution:
FIND 0?
Pane GBH & Bb mt (961AK) com
‘
Prag * 4-709 ko
Papo
Puone., Np > Prise
iv Puork
Me 657
Paoroe #-4:704. | Pome + 7-245 KW.
0-65
Ts Porn * 7-245. tot
Pugne + 1-248. (9.949 10°)
T+ 188 365 Nom
THs,
Ssmax  Ssd*60 MPa
Sistas +16 T mp Sed: 60
od
16618365). 66
08
D= 22-35 cam = 250mm
 
 
121THEN, ; as
$6 (88)(167-57 » Miso!
feel ce
Fis 2.405 F2 —+@
SOLVING © & O+
O- reo 1987-5
O— Fi 2.405 Fo
 
Frets e212
Fas 5663-7N
 
THus, 76-215"
FA= (Prefs) cos 8
FAD IV 171-6 N
 
Fax © Fa Cos 60
 
Fay + Fa sin 60" + 16603-N
@ POINT.
(@)-
+1991 800 N-mm
2T +2(1541500)
OF 186
1220
  
Fe
  
F
  
Fre FE tan® * 21220 tan 20°
Fre 7723-4N
ays fe
*SHAFT's LOAD
ae
one
4c
  
 
 
2 ae
ey
o>
pee 22088
og 2
 
    
 
a7
= =
300-—F i504
Ray Rey
bso.
MOMENT:
Mey (17 1921 (180) © 2 578 800,
Mey + (70717 (160) = 4 180 650
X- FORCES
9566
 
4
iso.
Roe
 
MOMENT?
Max + (4586) (150) + 1.487 400
21220) (180) 3 183 000
  
‘RESULTANT MOMENTS , C0)
Ms [Mate
Mato.
moo
rinay? + [traara00
Mg 482.586 Nomn
Me fracct> wey? * (3163 oc0)** G1 T9050
Me*3394 411 Nem ® Mex
 
578 800)"
   
OY
+ 181 CRITERION: Ssmax
T+ 1591 500 N-mm
Ms 3 394 911 Nem
 
Ssmax + Ssd 54 MP; KEELE jKme tS
Scrone “36> [TRETI+ (Rm MF => Sse 054
2+ 80:05 mm.
+ 2N° CRITERION * Smax
Staaz “> Sd*108 MPR
Stax #18 [iin Me [CRS TIE + (Km
sts [hm Me [ERSTE + Chim MOF JS:
 
0579.19 0m
THUS, USE THE LaKcEst D
D> 86-08 » Bm,
sea diaExample 8:
‘A transmission shaft ‘x’ carries a pulley and a pinion at
points A and D, respectively. The shaft is supported by
" bearings at B and C. Dimensions given are in mm,
Reconunend the diamcter of this shaft ‘x’. Use 5, =
ee
1.5 and coefficient of belt friction f =
  
350 300150
 
 
 
6s pulley toarhen
4 machine
300] =
shaft
ou a a 1D} | 150
13 kg pinion
wee 72N
SoKW
600 rpm
> [200
souW
600 rpm
 
Solution:
Shaft ‘x’ is under combined torsion and bending.
Machine Design Ic BASAEN, BV
+ DESIGN STRESSES:
Ssd + 0-8 Sy +03 (360) = 90 Mita
Ssd= 048 Su = 048 (400) = 72 MPa
wy KEYWAY:
Sed" s 0-75 0172)
 
   
54 MPa
 
Sd20-G Sy = 180 MPa
Sd 0-36 Sus 144 MPa
Sur- 0-75 (1449 top Me
 
SHAFT *x’ LOAD!
+ TORBUE, (1)
1? Pov ca Tex Sq * Tn Dpcm
Tx Ns (400) + (606) (200)
Tix © 3006 9m
Tso x08
$b; (4549 x10")
T2141 500_N-mm_
“BENDING MOMENT, (M1):
@ POINT AY
Tes Ts 1841 800
LS
   
  
Orhng Patey
[Maso]: ri-ra © 20 + 261501500)
oY
Fras ras75—+@
M50, contact tole @ smal plty
a :
€*180-2% = Sema enuey
Bre" fos
|
00 «sin go"
sco B22 + sino
Cd+ 423-7 men
 
  
we Ee]
Se eaist
 
 
10 ~ 2¢6-215)
8167.5
 
122