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Chapter 1- Static engineering systems
  1.3 Torsion in circular shafts
  1.3.1 theory of torsion and its assumptions (eg
        determination of shear stress, shear strain,
        shear modulus)
  1.3.2 distribution of shear stress and angle of
        twist in solid and hollow circular section
        shafts




                                                       1
Torsional loads on circular shafts
                   • Interested in stresses and strains of
                     circular shafts subjected to twisting
                     couples or torques

                   • Turbine exerts torque T on the shaft

                   • Shaft transmits the torque to the
                     generator




133                                                      2
Assumptions in torsion
Engineering science lesson 7
Shear strain



• The value of shear stress τ is expressed by
                                   d
         Tr                       T
                             Tr        16 T
      τ=                  τ=
                             J
                                = 24 =
                                 πd    π d3
         J
                                  32
• The shear strain γ is given by
  where    θ=angle of twist or degree of rotation
           L= length of the specimen
Torque twist diagram

• The elastic properties in torsion can be obtained by using
  the torque at the proportional limit where the shear stress
  is calculated corresponding to the twisting moment

• The torsional elastic limit or yield strength can be
  obtained from testing a tubular specimen since the stress
  gradient are practically eliminated.
Twisting moment
• Consider a cylindrical bar subjected to a torsional moment
  at one end.
• The twisting moment is resisted by shear stresses set up
  in the cross section of the bar. (zero at centre, max at
  surface)
• Twisting moment is the sum of shear torques over the
  cross section


• Since         is the polar moment of inertia of the area
  with respect to the axis of the bar
• The maximum shear stress at the surface of the
  bar is

• For a tubular specimen, the shear stress on the
  outer surface is

  Where    D1=Outside diameter of tube
           D2=Inside diameter of tube

• The modulus of elasticity in shear G or the
  modulus of rigidity is as follows:
Problem
                                        SOLUTION:
                                        • Apply a static equilibrium analysis on
                                          the two shafts to find a relationship
                                          between TCD and T0
                                        • Apply a kinematic analysis to relate
                                          the angular rotations of the gears
                                        • Find the maximum allowable torque
Two solid steel shafts are connected      on each shaft – choose the smallest
by gears. Knowing that for each
shaft G = 11.2 x 106 psi and that the   • Find the corresponding angle of twist
allowable shearing stress is 8 ksi,       for each shaft and the net angular
determine (a) the largest torque T0       rotation of end A
that may be applied to the end of
shaft AB, (b) the corresponding angle
through which end A of shaft AB
rotates.
156                                                                          9
SOLUTION:
• Apply a static equilibrium analysis on   • Apply a kinematic analysis to relate
  the two shafts to find a relationship      the angular rotations of the gears
  between TCD and T0




                                                  rBφ B = rCφC
      ∑ M B = 0 = F ( 0.875 in.) − T0                    rC       2.45 in.
                                                  φB =      φC =           φC
      ∑ M C = 0 = F ( 2.45 in.) − TCD                    rB      0.875 in.
      TCD = 2.8 T0                                φ B = 2.8φC


156                                                                             10
• Find the T0 for the maximum      • Find the corresponding angle of twist for each
  allowable torque on each shaft –   shaft and the net angular rotation of end A
  choose the smallest




                                                        T L
                                               φ A / B = AB =
                                                                    ( 561lb ⋅ in.)( 24in.)
                                                                                   (
                                                        J ABG π ( 0.375 in.) 4 11.2 × 106 psi
                                                              2
                                                                                                 )
                                                     = 0.387 rad = 2.22o
          TAB c           T ( 0.375 in.)
τ max =         8000 psi = 0
                          π ( 0.375 in.) 4             T L     2.8 ( 561lb ⋅ in.)( 24in.)
                                               φC / D = CD =
                                                                               (             )
          J AB
                          2                            J CDG π ( 0.5 in.) 4 11.2 × 106 psi
                                                             2
T0 = 663 lb ⋅ in.
          TCD c            2.8 T0 ( 0.5 in.)
                                                     = 0.514 rad = 2.95o

                                                                    (      )
τ max =         8000 psi =
                            π ( 0.5 in.) 4
           J CD
                            2                     φ B = 2.8φC = 2.8 2.95o = 8.26o
T0 = 561lb ⋅ in.            T0 = 561lb ⋅ in       φ A = φ B + φ A / B = 8.26o + 2.22o   φ A = 10.48o

 156                                                                                                 11
Design of Transmission Shafts
• Principal transmission shaft      • Determine torque applied to shaft at
  performance specifications are:     specified power and speed,
    ­ power                              P = Tω = 2πfT
    ­ speed                                   P   P
                                         T=     =
                                              ω 2πf
• Designer must select shaft
  material and cross­section to     • Find shaft cross­section which will not
  meet performance specifications     exceed the maximum allowable
  without exceeding allowable         shearing stress,
  shearing stress.                               Ta
                                       τ max =
                                                  J
                                        J π 3    T
                                         = a =               ( solid shafts )
                                        a 2    τ max
                                            π
                                        J
                                          =
                                        a2 2 a2
                                                ( a24 − a14 ) = τ T     ( hollow shafts )
                                                                  max


165                                                                                  12
Stress concentrations
             • The derivation of the torsion formula,
                               Ta
                     τ max =
                                J
               assumed a circular shaft with uniform
               cross­section loaded through rigid end
               plates.
             • The use of flange couplings, gears and
               pulleys attached to shafts by keys in
               keyways, and cross­section discontinuities
               can cause stress concentrations
             • Experimental or numerically determined
               concentration factors are applied as
                                  Ta
                      τ max = K
                                   J



167                                                     13
Stress distribution of a solid shaft
                                                                    T*r
                        T                                      τ=             ; T (N-m)
                                              τ (N/m )     2
                                                                     J

                                                                     J = π d4 / 32 ; (m4)

                                                                          r=d/2
      T’



                                        Shear stress
 Circular shafts subjected to torsion
                                                       G

     τmax = T * a / J       τ   max



 τa = T * r / J                                                 τ=G*γ
                   r



                                                                                       γ
           T
• Multiplying the previous equation by the
                                   shear modulus,
                                                r
                                         Gγ =     Gγ max
                                                a
                                   From Hooke’s Law, τ = Gγ , so
                a        r                 r
                                        τ = τ max
                                           a
                                   The shearing stress varies linearly with the
 J = 1 π a4
     2
                                   radial position in the section.




           a1   a2           r




       (
J = 1 π a2 − a14
    2
         4
                     )
Angle of twist
            • From observation, the angle of twist of the
              shaft is proportional to the applied torque and
              to the shaft length.
                    θ ∝T
                    θ ∝L


            • When subjected to torsion, every cross­section
              of a circular shaft remains plane and
        θ     undistorted.
            • Cross­sections for hollow and solid circular
              shafts remain plain and undistorted because a
              circular shaft is axisymmetric.
            • Cross­sections of noncircular (non­
              axisymmetric) shafts are distorted when
              subjected to torsion.
136                                                         16

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Engineering science lesson 7

  • 1. Chapter 1- Static engineering systems 1.3 Torsion in circular shafts 1.3.1 theory of torsion and its assumptions (eg determination of shear stress, shear strain, shear modulus) 1.3.2 distribution of shear stress and angle of twist in solid and hollow circular section shafts 1
  • 2. Torsional loads on circular shafts • Interested in stresses and strains of circular shafts subjected to twisting couples or torques • Turbine exerts torque T on the shaft • Shaft transmits the torque to the generator 133 2
  • 5. Shear strain • The value of shear stress τ is expressed by d Tr T Tr 16 T τ= τ= J = 24 = πd π d3 J 32 • The shear strain γ is given by where θ=angle of twist or degree of rotation L= length of the specimen
  • 6. Torque twist diagram • The elastic properties in torsion can be obtained by using the torque at the proportional limit where the shear stress is calculated corresponding to the twisting moment • The torsional elastic limit or yield strength can be obtained from testing a tubular specimen since the stress gradient are practically eliminated.
  • 7. Twisting moment • Consider a cylindrical bar subjected to a torsional moment at one end. • The twisting moment is resisted by shear stresses set up in the cross section of the bar. (zero at centre, max at surface) • Twisting moment is the sum of shear torques over the cross section • Since is the polar moment of inertia of the area with respect to the axis of the bar
  • 8. • The maximum shear stress at the surface of the bar is • For a tubular specimen, the shear stress on the outer surface is Where D1=Outside diameter of tube D2=Inside diameter of tube • The modulus of elasticity in shear G or the modulus of rigidity is as follows:
  • 9. Problem SOLUTION: • Apply a static equilibrium analysis on the two shafts to find a relationship between TCD and T0 • Apply a kinematic analysis to relate the angular rotations of the gears • Find the maximum allowable torque Two solid steel shafts are connected on each shaft – choose the smallest by gears. Knowing that for each shaft G = 11.2 x 106 psi and that the • Find the corresponding angle of twist allowable shearing stress is 8 ksi, for each shaft and the net angular determine (a) the largest torque T0 rotation of end A that may be applied to the end of shaft AB, (b) the corresponding angle through which end A of shaft AB rotates. 156 9
  • 10. SOLUTION: • Apply a static equilibrium analysis on • Apply a kinematic analysis to relate the two shafts to find a relationship the angular rotations of the gears between TCD and T0 rBφ B = rCφC ∑ M B = 0 = F ( 0.875 in.) − T0 rC 2.45 in. φB = φC = φC ∑ M C = 0 = F ( 2.45 in.) − TCD rB 0.875 in. TCD = 2.8 T0 φ B = 2.8φC 156 10
  • 11. • Find the T0 for the maximum • Find the corresponding angle of twist for each allowable torque on each shaft – shaft and the net angular rotation of end A choose the smallest T L φ A / B = AB = ( 561lb ⋅ in.)( 24in.) ( J ABG π ( 0.375 in.) 4 11.2 × 106 psi 2 ) = 0.387 rad = 2.22o TAB c T ( 0.375 in.) τ max = 8000 psi = 0 π ( 0.375 in.) 4 T L 2.8 ( 561lb ⋅ in.)( 24in.) φC / D = CD = ( ) J AB 2 J CDG π ( 0.5 in.) 4 11.2 × 106 psi 2 T0 = 663 lb ⋅ in. TCD c 2.8 T0 ( 0.5 in.) = 0.514 rad = 2.95o ( ) τ max = 8000 psi = π ( 0.5 in.) 4 J CD 2 φ B = 2.8φC = 2.8 2.95o = 8.26o T0 = 561lb ⋅ in. T0 = 561lb ⋅ in φ A = φ B + φ A / B = 8.26o + 2.22o φ A = 10.48o 156 11
  • 12. Design of Transmission Shafts • Principal transmission shaft • Determine torque applied to shaft at performance specifications are: specified power and speed, ­ power P = Tω = 2πfT ­ speed P P T= = ω 2πf • Designer must select shaft material and cross­section to • Find shaft cross­section which will not meet performance specifications exceed the maximum allowable without exceeding allowable shearing stress, shearing stress. Ta τ max = J J π 3 T = a = ( solid shafts ) a 2 τ max π J = a2 2 a2 ( a24 − a14 ) = τ T ( hollow shafts ) max 165 12
  • 13. Stress concentrations • The derivation of the torsion formula, Ta τ max = J assumed a circular shaft with uniform cross­section loaded through rigid end plates. • The use of flange couplings, gears and pulleys attached to shafts by keys in keyways, and cross­section discontinuities can cause stress concentrations • Experimental or numerically determined concentration factors are applied as Ta τ max = K J 167 13
  • 14. Stress distribution of a solid shaft T*r T τ= ; T (N-m) τ (N/m ) 2 J J = π d4 / 32 ; (m4) r=d/2 T’ Shear stress Circular shafts subjected to torsion G τmax = T * a / J τ max τa = T * r / J τ=G*γ r γ T
  • 15. • Multiplying the previous equation by the shear modulus, r Gγ = Gγ max a From Hooke’s Law, τ = Gγ , so a r r τ = τ max a The shearing stress varies linearly with the J = 1 π a4 2 radial position in the section. a1 a2 r ( J = 1 π a2 − a14 2 4 )
  • 16. Angle of twist • From observation, the angle of twist of the shaft is proportional to the applied torque and to the shaft length. θ ∝T θ ∝L • When subjected to torsion, every cross­section of a circular shaft remains plane and θ undistorted. • Cross­sections for hollow and solid circular shafts remain plain and undistorted because a circular shaft is axisymmetric. • Cross­sections of noncircular (non­ axisymmetric) shafts are distorted when subjected to torsion. 136 16