Chapter 18: Brakes and Clutches
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1 Chapter 18: Brakes and Clutches Nothing has such power to broaden the mind as the ability to investigate systematically and truly all that comes under thy observation in life. Marcus Aurelius, Roman Emperor A truck brake drum with cooling fins around the periphery for extended life and improved performance. Source: Courtesy of Webb Wheel roducts, Inc. Fundamentals of Machine Elements, 3rd ed.
2 Brakes and Clutches (a) (b) (c) (d) (e) Figure 18.1: Five types of brake and clutch. (a) Internal, expanding rim type; (b) external contracting rim type; (c) band brake; (d) thrust disk; (e) cone disk.
3 Applications of Clutches and Brakes Type Thrust pad (disc) Cone Block or short- shoe Long- shoe (drum) ivot- shoe Band brakes Slip clutches Application notes Extremely common and versatile arrangement; can be wet or dry; wide variety of materials including carbon- carbon composites for aircraft brakes; preferred for front axles of vehicles because of superior convective cooling; cannot self- lock. Higher pressure and torque for the same sized clutch compared to thrust pad due to wedging action of cone; common for lower speed applications with e sliding such as washing machines or extractors, or high- performance applications such as vehicle racing. Available in a wide variety of s and capacities; commonly applied to roller coasters, in- dustrial equipment and positioning devices. Widely applied in vehicles on rear axles; self- locking promotes parking brake function; economical and reliable; limited heat dissipation capability. Used for low- torque applications in architecture, g equipement; higher torque applications in- clude hoists and cranes; dift to properly locate pivot. Simple, compact and rugged, widely applied to chain saws, go- karts, motorcycles and some bicycles; susceptible to r or grabbing. Used to prevent excessive torque transfer to machinery; available in awide variety of sizes and ca- pacities; applied to machinery to prevent overload, some garage door operators, cranes as an anti- two blocking device; torque is dift to control. Table 18.1: Typical applications of clutches and brakes.
4 Thermal Considerations Hard spot 10 mm Figure 18.2: Brake rotor surface showing a high level of heat checking. Source: Courtesy Webb Wheel roducts, Inc. Fundamentals of Machine Elements, 3rd ed. 10 mm Figure 18.3: Hard spot on a brake drum. Source: Courtesy Webb Wheel roducts, Inc.
5 Limiting ressure- Velocity roduct pu Operating condition (ka)(m/s) (psi)(ft/min) Continuous: poor heat dissipation ,000 Occasional: poor heat dissipation ,000 Continuous: good heat dissipation ,000 as in oil bath Table 18.2: roduct of contact pressure and sliding velocity for brakes and clutches. Source: Juvinall, R.C., and Marshek, K.M. [2006].
6 Disk Brakes Rotor (disk) Brake pads Caliper iston Caliper ad Backing plate Studs Brake fluid Dust cap Hub Ventilation slots Hub Rotor/disc (a) (b) Figure 18.4: Thrust brake terminology and operation. (a) Illustration of a thrust brake, with wheel removed for clarity. Note that the caliper shown has a window to allow observation of the brake pad thickness, a feature that is not always present. (b) Section view of the disk brake, showing the caliper and brake cylinder.
7 Disk Clutch and Radius Ratio 0.6 r o r i θ r dr T Dimensionless torque, T = 2µr o Uniform pressure Uniform wear Radius ratio, = r i /r o Figure 18.5: Thrust disk clutch surface with various radii. Figure 18.6: Effect of radius ratio on dimensionless torque for uniform pressure and uniform wear models.
8 Brake Material roperties Maximum contact Maximum bulk Coeft of pressure, a p max temperature, t m, max Friction material friction, µ psi ka F C Molded Woven Sintered metal Cork Wood Cast iron; hard steel a Use of lower values will give longer life. Table 18.3: Representative properties of contacting materials operating dry, when rubbing against smooth cast iron or steel.
9 Friction Coefficient Friction material Coeft of friction, µ Molded Woven Sintered metal aper Graphitic 0.12 (avg.) olymeric 0.11 (avg.) Cork Wood Cast iron; hard steel Table 18.4: Coefficient of friction for contacting materials operating in oil when rubbing against steel or cast iron.
10 Cone Clutch dr sin dr da d rd dw r d D d b Figure 18.7: Forces acting on elements of cone clutch.
11 Block Brake d 3 d 4 W d 2 C D B d 1 r Figure 18.8: Block, or short- shoe brake, with two configurations.
12 Example in. 1.5 in. W 14 in. 36 in. Figure 18.9: Short- shoe brake used in Example 18.3.
13 Drum Brake Brake drum Brake shoe Lining Brake shoe hold-down pin Backing plate Wheel cylinder Return springs Bleeder valve Brake line Hold-down spring Brake adjuster Figure 18.10: A typical automotive long- shoe, internal, expanding rim brake, commonly called a drum brake.
14 Long Shoe Brake W W Rotation d cos y d d d 7 sin d sin d 7 d 6 r A 2 1 Shoe Drum Lining W x W d 6 r W y d sin 2 1 d 7 R x A d cos r d 7 cos x R y d 5 d 5 Hinge pin Figure 18.11: Long- shoe, internal, expanding rim brake with two shoes. Rotation Figure 18.12: Forces and dimensions of long- shoe, internal expanding rim brake.
15 Design rocedure 18.1: Long- Shoe, Internal, Expanding Brake Analysis This Design rocedure outlines the method used to obtain the maximum allowable brake force (which can be controlled by design of the hydraulic or pneumatic actuators) and braking torque. 1. Select a brake material. A reasonable starting point is to assume the drum is made of steel, using sintered metal lining material. Table 18.2 then allows estimation of maximum allowable contact pressure and friction coefficient. Table 18.3 also recommends a maximum pressure, but based on thermal conditions. The lower of the two contact pressures should be used for further analysis. 2. Draw a free body diagram of the brake shoes, paying special adention to the force that acts on the shoes due to friction. Identify which of the shoes, if any, are self- energizing or deenergizing. In a self- energizing shoe, the moment due to frictional force applied to the shoe will have the same sign as the moment due to the applied force. If it is not clear that a shoe is self- energizing or deenergizing, then assume the brake is self- energizing in order to be conservative regarding maximum shoe pressure. In any case, if the friction moment is close to zero, then the braking torque will be similar whether the brake was assumed to be self- energizing or deenergizing.
16 Design rocedure 18.1 (continued) 3. Evaluate M and M F from Eqs. (18.40) and (18.41), respectively. Note that one or more terms may be unknown, but they can be treated as variables. 4. Consider the self- energizing shoe first. The self- energizing shoe will encounter a higher pressure than the deenergizing shoe, so that the limiting pressure determined above can be used to evaluate M and M F. 5. Equation (18.43) can be used to determine the maximum braking force. Note that a lower braking force can be applied, but a higher braking force would exceed the allowable stress of the lining material, leading to plastic deformation or compromised brake life. If the braking force was prescribed, then Eq. (18.43) can be used to obtain the pressure in the shoe, which can be compared to the maximum allowable pressure obtained previously. 6. Equation (18.44) can be used to obtain the torque for the self- energizing shoe.
17 Design rocedure 18.1 (concluded) 7. Equations (18.46) and (18.48) can be used to obtain the hinge pin reaction forces. 8. In most brakes, the force applied to the self- energizing and deenergizing shoes are the same. However, the maximum pressure on the deenergizing shoe will be lower than the self- energizing one. Thus, the applied force and pressure can be taken from the self- energizing shoe analysis, as this will reflect the higher stress. 9. Equation (18.50) allows calculation of the maximum pressure on the deenergizing shoe. 10. The torque can be obtained from Eq. (18.45) using the maximum pressure for the deenergizing shoe. 11. Equations (18.51) and (18.52) allow calculation of the hinge pin reaction forces.
18 Example 18.4 y W W d d b A a a B x r d d b W W Figure 18.13: Four- long- shoe, internal expanding rim brake used in Example 18.4.
19 Long- Shoe External Brake W x W y W y d sin d 6 d cos d d 2 d sin d cos 1 A R x x r d 7 R y Rotation Figure 18.14: Forces and dimensions of long- shoe, external, contracting rim brake.
20 ivot- Shoe Brake Rotation y d sin d d cos r 2 d d cos d sin d 7 cos r R x x 1 r cos R y d 7 Figure 18.15: Symmetrically loaded pivot- shoe brake.
21 Band Brake Forces d 0 (F + df) cos d r d 2 F cos d 2 F + df (F + df) sin d 2 d 2 d d 2 F F sin d 2 Drum rotation d d r F 1 F 2 0 (a) (b) Figure 18.17: Band brake. (a) Forces acting on band; (b) forces acting on element.
22 Example 18.7 Rotation Cutting plane for free-body diagram F 1 F 2 d 10 W d 8 d 9 Figure 18.18: Band brake used in Example 18.7.
23 Case Study: Roller Coaster Brake System Lining Linkage Direction of travel Brake shoe neumatic cylinder (a) Direction of travel (b) Figure 18.19: A typical roller coaster. (c) Figure 18.20: Schematic illustration of a roller coaster brake system. (a) Components of the roller coaster and shown when the brake is not engaged, as seen by the gap between the liner pads; (b) Top view of an engaged brake; (c) side view of engaged brake.
24 Roller Coaster Cars Front bumper plate Rear drawhead Coupling Front drawhead Rear shockabsorbing bumper 1.8 m Front car 1.85 m Intermediate car 0.35 m 0.35 m Figure 18.21: Schematic illustration of typical roller coaster cars m Rear car
25 Brake Detail n /2 n /2 t Figure 18.22: Detail of brake- actuating cylinder with forces shown. Figure 18.23: Cross- section of the actuating pneumatic cylinder, highlighting the helical springs incorporated into the design.
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