Gears & gear trains
- Meshing gears
- n1·N1 = n2·N2
- Torque
- T2 = T1·(N2/N1)·η
- Power
- P = T·ω, ω = 2π·n/60
- Compound train
- total ratio = product of the stage ratios
Formula sheets, the key method steps for every topic and 12 practice problems, with full solutions at the back.
A worm with 4 start(s) turns at 1450 rpm and drives a worm wheel with 80 teeth. Find the speed nw of the wheel.
In a planetary gear set the sun gear has 20 teeth and each planet gear has 15 teeth. The ring gear is held fixed and the sun is driven at 600 rpm. Find the speed nc of the planet carrier.
A hollow shaft must carry a torque of 1000 N·m. Its inner diameter is to be 0.75 times its outer diameter, and the shear stress must not exceed 50 MPa. Find the smallest outer diameter do.
A solid steel shaft of diameter 60 mm is fixed to rigid walls at both ends A and B. A torque of 400 N·m is applied at C, 0.8 m from A and 2 m from B. Find the reaction torque TA at wall A.
A point in a loaded part has σₓ = 0 MPa, σᵧ = −20 MPa and τₓᵧ = 30 MPa (tension positive). Find the angle θp from the x-axis to the direction of the largest principal stress, between −90° and 90°.
A point in a thin plate is in plane stress: σₓ = −10 MPa, σᵧ = 90 MPa and τₓᵧ = −50 MPa (σz = 0). The material has a yield strength of 350 MPa. Find the factor of safety n against yielding by the Tresca (maximum shear stress) criterion.
A bar is made of a steel segment (diameter 20 mm, length 500 mm, E = 200 GPa) joined end to end with a segment made of aluminium (diameter 60 mm, length 300 mm, E = 70 GPa). It is fixed at one end and pulled at the other. Find the axial load P that stretches it by 0.3 mm in total.
A steel segment (diameter 25 mm, length 500 mm, E = 200 GPa) and a segment made of copper (diameter 30 mm, length 300 mm, E = 120 GPa) are joined end to end and fixed between two rigid walls. An axial load of 40 kN acts at the joint, towards segment 2. Find the magnitude of the stress σ2 in segment 2.
A column of length L made of aluminium is fixed at the base and pinned at the top. Using Euler’s formula, find its critical buckling load Pcr.
A column of length L made of aluminium is fixed at the base and pinned at the top. Find its slenderness and the critical buckling stress σcr from Euler’s formula.
In a free-vibration test of a damped mass–spring system, a displacement peak of 25 mm is followed 3 cycles later by a peak of 5.5 mm. Find the damping ratio ζ.
A 40 kg mass hangs from two springs connected end to end (in series): the upper spring has k₁ = 100 kN/m and the lower one k₂ = 10 kN/m. Ignore damping and the masses of the springs. Find the natural frequency fn of vertical vibration in Hz.
Answer: nw = 72.5 rpm
Gear trains: meshing gears have the same speed at the teeth, so n₁·N₁ = n₂·N₂: the gear with fewer teeth turns faster. Gears on one shaft turn at the same speed. Power is passed on (minus losses), so torque goes up when speed goes down: T₂ = T₁·(N₂/N₁)·η, and P = T·ω with ω = 2π·n/60.
Answer: nc = 171.4 rpm
Planetary gear sets: the speeds of sun, ring and carrier are linked by the Willis equation (ns − nc)/(nr − nc) = −Nr/Ns: seen from the carrier, the set is an ordinary train with the planets as idlers. Holding one member fixed turns the set into a single-ratio reducer.
Set nr = 0 and solve for the carrier speed.
The carrier turns in the same direction as the sun.
Answer: do = 53.02 mm
Torsion of circular shafts: shear stress grows linearly from zero at the centre to τmax = T·r/J at the surface, with J = πd⁴/32 for a solid shaft and J = π(do⁴ − di⁴)/32 for a hollow one. The angle of twist is φ = TL/(GJ) in radians. Power and torque are linked by P = T·ω.
A solid shaft would need d = 46.7 mm; the hollow one is a little larger but much lighter.
Answer: TA = 285.7 N·m
Torsion of circular shafts: shear stress grows linearly from zero at the centre to τmax = T·r/J at the surface, with J = πd⁴/32 for a solid shaft and J = π(do⁴ − di⁴)/32 for a hollow one. The angle of twist is φ = TL/(GJ) in radians. Power and torque are linked by P = T·ω. When both ends are fixed, statics alone gives only TA + TB = T₀; the second equation is compatibility (equal twist of both parts at the loaded section).
Answer: θp = 35.78 °
Plane stress transformation: on a plane rotated by θ, σ = (σₓ + σᵧ)/2 + (σₓ − σᵧ)/2·cos 2θ + τₓᵧ·sin 2θ. Mohr’s circle shows all planes at once: its centre is at C = (σₓ + σᵧ)/2 and its radius is R = √(((σₓ − σᵧ)/2)² + τₓᵧ²). The principal stresses are C ± R, and the largest in-plane shear stress is R.
Point x sits at an angle 2θp from the σ-axis on Mohr’s circle; the quadrant follows from the signs of σₓ − σᵧ and τₓᵧ.
Positive angles are counter-clockwise.
Answer: n = 2.475
Plane stress transformation: on a plane rotated by θ, σ = (σₓ + σᵧ)/2 + (σₓ − σᵧ)/2·cos 2θ + τₓᵧ·sin 2θ. Mohr’s circle shows all planes at once: its centre is at C = (σₓ + σᵧ)/2 and its radius is R = √(((σₓ − σᵧ)/2)² + τₓᵧ²). The principal stresses are C ± R, and the largest in-plane shear stress is R. Yield criteria: von Mises predicts yield when σvM = √(σ₁² − σ₁σ₂ + σ₂²) reaches σY; Tresca when the absolute maximum shear stress reaches σY/2.
n > 1 means the point does not yield; Tresca is slightly more conservative than von Mises.
Answer: P = 31.67 kN
Two materials: in series (one after the other) every segment carries the same force and the elongations add: δ = P·Σ L/(E·A). In parallel (side by side between rigid plates) both parts shorten by the same amount, so their strains are equal: the stiffer part takes the larger share, Pi = P·EiAi/ΣEA, and σi = Ei·ε. A bar held between two rigid walls with a load at the junction is statically indeterminate: the two segments share the load in proportion to their stiffness k = EA/L.
Answer: σ2 = 33.4 MPa
Two materials: in series (one after the other) every segment carries the same force and the elongations add: δ = P·Σ L/(E·A). In parallel (side by side between rigid plates) both parts shorten by the same amount, so their strains are equal: the stiffer part takes the larger share, Pi = P·EiAi/ΣEA, and σi = Ei·ε. A bar held between two rigid walls with a load at the junction is statically indeterminate: the two segments share the load in proportion to their stiffness k = EA/L.
Answer: Pcr = 5.287 kN
Euler buckling: a slender column becomes unstable at Pcr = π²EI/(KL)², where KL is the effective length: K = 1 for pinned–pinned, 2 for fixed–free, 0.7 for fixed–pinned and 0.5 for fixed–fixed. It buckles about the axis with the smallest I. The formula holds for slender columns, whose critical stress stays below the yield stress.
A rectangle buckles about its weak axis, using the smaller dimension cubed.
Answer: σcr = 3.917 MPa
Euler buckling: a slender column becomes unstable at Pcr = π²EI/(KL)², where KL is the effective length: K = 1 for pinned–pinned, 2 for fixed–free, 0.7 for fixed–pinned and 0.5 for fixed–fixed. It buckles about the axis with the smallest I. The formula holds for slender columns, whose critical stress stays below the yield stress.
A round section has the same I about every axis.
Answer: ζ = 0.08007
Free vibration of a mass–spring system: the undamped natural frequency is ωn = √(k/m) in rad/s, and fn = ωn/(2π) in Hz. A viscous damper c gives the damping ratio ζ = c/cc, with critical damping cc = 2·√(k·m) = 2·m·ωn. An underdamped system (ζ < 1) oscillates at ωd = ωn·√(1 − ζ²). Springs in parallel add, k = k₁ + k₂; springs in series add as reciprocals, 1/k = 1/k₁ + 1/k₂.
Answer: fn = 2.399 Hz
Free vibration of a mass–spring system: the undamped natural frequency is ωn = √(k/m) in rad/s, and fn = ωn/(2π) in Hz. A viscous damper c gives the damping ratio ζ = c/cc, with critical damping cc = 2·√(k·m) = 2·m·ωn. An underdamped system (ζ < 1) oscillates at ωd = ωn·√(1 − ζ²). Springs in parallel add, k = k₁ + k₂; springs in series add as reciprocals, 1/k = 1/k₁ + 1/k₂.
Springs in series share the same force and add their deflections, so they combine as reciprocals: 1/k = 1/k1 + 1/k2.
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