ME 343: Mechanical Design-3

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1 ME 343: Mechanical Design-3 Design of Shaft (continue) Dr. Aly Mousaad Aly Department of Mechanical Engineering Faculty of Engineering, Alexandria University

2 Objectives At the end of this lesson, we should be able to Understand design method for variable load Define equivalent stresses on shaft Design shaft based on stiffness and torsional rigidity Understand critical speed of shafts Lecture 2: Design of Shaft 2

3 Shaft design based on fatigue Any rotating shaft loaded by stationary bending and torsional moments will be stressed by completely reversed bending stress while the torsional stress will remain steady (i.e., Ma = M; Mm = 0; Ta = 0; Tm = T). A design method for variable load (fatigue), like Soderberg, Goodman or Gerber criteria can be followed. Lecture 2: Design of Shaft 3

4 Shaft design based on fatigue Design under variable normal load (fatigue) Lecture 2: Design of Shaft 4

5 Shaft design based on fatigue A is the design point for which the stress amplitude is σa and the mean stress is σm. In the Soderberg criterion the mean stress material property is the yield point Sy, whereas in the the Goodman and Gerber criteria the material property is the ultimate strength Sut. For the fatigue loading, material property is the endurance limit Se in reverse bending. Lecture 2: Design of Shaft 5

6 Shaft design based on fatigue where Soderberg criterion i mod-goodman d criterion i FS σ FS σ FS σ FS σ a m a m + = 1 + = 1 Se S y Se Sut FS Gerber criterion 2 σ FSσ S e a 2 m + = 1 Sut σa = stress amplitude (alternating stress); Se= endurance limit (fatigue limit for completely reversed loading); σm = mean stress; Sy = yield strength; σut = ultimate tensile strength and FS= factor of safety. Lecture 2: Design of Shaft 6

7 Shaft design based on fatigue Design under variable shear load (fatigue) Lecture 2: Design of Shaft 7

8 Shaft design based on fatigue It is most common to use the Soderberg criterion. FS K S e S K σ FS σ + = 1 S Kf = fatigue stress f a m σ y + σ = S y f a y m Se FS concentration factor Sy K f σ a S e Sys K fs τ a + σm = σeq + τm = τeq S es Normal Stress Equation Shear Stress Equation Lecture 2: Design of Shaft 8

9 Shaft design based on fatigue Sy K f σ a Sys K fs τ a + σm = σeq S S e es + τ = τ m eq σeq and τeq are equivalent to allowable stresses (Sy/FS) and (Sys/FS), respectively. Effect of variable stress has been effectively defined as an equivalent static stress. Conventional failure theories can be used to complete the design. Lecture 2: Design of Shaft 9

10 Shaft design based on fatigue Max. shear stress theory + Soderberg line (Westinghouse Code Formula) d σ eq τmax = τallowable = + τ eq 2 2 S y S y K f σ a S y K fsτ a = + σm + + τ m 2 FS Se Se 2 2 FS K M M K T T = π Se Sy Se Sy 3 32 f a m fs a m Lecture 2: Design of Shaft 10

11 Shaft design based on rigidity Deflection is often the more demanding constraint. Many shafts are well within specification for stress but would exhibit too much deflection to be appropriate. Deflection analysis at even a single point of interest requires complete geometry information for the entire shaft. Lecture 2: Design of Shaft 11

12 Shaft design based on rigidity It is desirable to design the dimensions at critical locations to handle the stresses, and fill in reasonable estimates for all other dimensions, before performing a deflection analysis. Deflection of the shaft, both linear and angular, should be checked at gears and bearings. Lecture 2: Design of Shaft 12

13 Shaft design based on rigidity Slopes, lateral l deflection of the shaft, and/or angle of twist t of the shaft should be within some prescribed limits. Crowned tooth Diametral pitch, P = number of teeth/pitch diameter. 1 in = 25.4 mm. Lecture 2: Design of Shaft 13

14 Shaft design based on rigidity In case of sleeve bearings, shaft deflection across the bearing length should be less than the oil-film thickness. θ rad = Twist angle: ( ) T N. mm L mm ( ) ( ) ( 2) ( 4 / ) G N mm J mm G: shear modulus; J: polar moment of inertia The limiting value of θ varies from 0.3 deg/m to 3 deg/m for machine tool shaft to line shaft respectively. Lecture 2: Design of Shaft 14

15 Shaft design based on rigidity Lateral ldeflection: Double integration Moment-area Energy (Castigliano Theorem) δ= f (applied load, material property, moment of inertia and given dimension of the beam). From the expression of moment of inertia, and known design parameters, including δ, shaft dimension may be obtained. Lecture 2: Design of Shaft 15

16 Double Integration Method dy M x ( ) 2 d y M = θ () x = = 2 dx EI dx EI () x dx y ( x) = M x ( ) 2 EI ( x ) dx Use boundary conditions to obtain integration constants Lecture 2: Design of Shaft 16

17 Conjugate beam method Was developed by Otto Mohr in 1860 Slope (real beam) = Shear (conj. beam) Deflection (real beam) = Moment (conj. beam) Length of conj. beam = Length of real beam The load on the conjugate beam is the M/EI diagram of the loads on the actual beam Lecture 2: Design of Shaft 17

18 Conjugate beam method Real lbeam Conjugate beam Real beam Conjugate beam Lecture 2: Design of Shaft 18

19 Example 1 Determine the slope and deflection at the tip of a cantilever using the conj. beam method. Sol: 2 θ = B y = y B PL 2EI 3 PL 3EI Lecture 2: Design of Shaft 19

20 Example 2 Compute the maximum deflection and the slopes at the bearings. EI is constant. (a) (b) Lecture 2: Design of Shaft 20

21 Critical speed of rotating shaft Critical speed of a rotating shaft is the speed where it becomes dynamically y unstable. The frequency of free vibration of a non- rotating shaft is same as its critical speed. 60 w ( ) 1δ1+ w2δ wnδn Ncritical RPM = g 2 π δ δ... n δn ( ) ( w ) 1 1+ w w Lecture 2: Design of Shaft 21

22 Critical speed of rotating shaft W1, W2. : weights of the rotating bodies (N) δ1, δ2. : deflections of the respective bodies (m) For a simply supported shaft, half of its weight may be lumped at the center for better accuracy. For a cantilever shaft, quarter of its weight may be lumped at the free end. Lecture 2: Design of Shaft 22

23 Shaft design: general considerations Axial thrust loads should be taken to ground through a single thrust bearing per load direction. Do not split axial loads between thrust bearings as thermal expansion of the shaft can overload the bearings. Shaft length should be kept as short as possible, to minimize both deflections and stresses. Lecture 2: Design of Shaft 23

24 Shaft design: general considerations A cantilever beam will have a larger deflection than a simply pysupported (straddle mounted) one for the same length, load, and cross section. Hollow shafts have better stiffness/mass ratio and higher h natural frequencies than solid shafts, but will be more expensive and larger in diameter. Lecture 2: Design of Shaft 24

25 Shaft design: general considerations Slopes, lateral deflection of the shaft, and/or angle of twist of the shaft should be within some prescribed limits. First natural frequency of the shaft should be at least three times the highest forcing frequency. (A factor of ten times or more is preferred, but this is often difficult to achieve). Lecture 2: Design of Shaft 25

26 Example 3 Determine the diameter of a shaft of length L =1m, carrying a load of 5 kn at the center if the maximum allowable shaft deflection is 1mm. What is the value of the slope at the bearings. Calculate the critical speed of this shaft if a disc weighting 45 kg is placed at the center. E=209 GPa. ρst = 8740 kg/m^3. Lecture 2: Design of Shaft 26

27 Example 3: solution Maximum deflection: 3 PL y = 48EI ( ) = π 48 ( ) d 64 d = mm 3 4 From a standard shaft size, d = 58 mm Lecture 2: Design of Shaft 27

28 Example 3: solution Slope at bearings: PL ( 1000 ) 2 θ1 = θ2 = = 16EI π = rad ( 3 ) ( ) which is much for tapered and cylindrical roller bearings. However, this value may be acceptable for deep-groove ball bearing. 4 Lecture 2: Design of Shaft 28

29 Example 3: solution Citi Critical speed: Shaft weight = rho x A x L = 7840 x A x 1 = 20.7 kg ( + ) ( ) 3 3 PL δ = = = mm 48 EI ( 3 ) π ( 58) 4 64 Ncritical = = π RPM The operating speed of the shaft should be well below this value (say less than 1000 rpm). Lecture 2: Design of Shaft 29

30 Example 4 For the same problem solved din the previous lesson, determine the following: 1. Lateral deflection at D (using Conj. Beam method) 2. Slope at bearings A and B (using Conj. Beam method) 3. Critical speed A C D B. m m m = 66 Lecture 2: Design of Shaft 30 d sh mm

31 Shaft design: summary Shaft design means material selection, geometric layout, stress and strength (static and fatigue), deflection and slope at bearings. Conjugate beam method for slope and deflection calculations. Some design considerations: (axial load, shaft length, support layout, hollow shafts, slopes and deflection, operating speed) Lecture 2: Design of Shaft 31

32 Report Write a short report on material selection for shaft manufacturing. Talk briefly about heat treatment processes that may be considered. Deadline: Thursday, April 7, 2011 How to submit: Send attachment to mosaadaly2000@yahoo.com Please give a title to the as your student t number followed by your name, e.g. 999 Name Surname Print out: not recommended Lecture 2: Design of Shaft 32

33 Slides and sheets Available for download at: edu/~aly/courses/me343/ Lecture 2: Design of Shaft 33

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