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 15 kW motor running at 960 rpm drives a pinion with 24 teeth and a module of 4 mm. Find the tangential force Ft on the pinion teeth.
In a planetary gear set the sun gear has 18 teeth and each planet gear has 24 teeth. The ring gear is held fixed and the sun is driven at 900 rpm. Find the speed nc of the planet carrier.
A solid brass shaft is fixed at the wall and twisted by a torque T at its free end. Find the angle of twist φ of the free end, in degrees.
A solid steel shaft transmits 15 kW at 500 rpm. The shear stress must not exceed 60 MPa and the twist must not exceed 1° per m of length. Find the smallest diameter d that satisfies both limits.
A point in a loaded part has σₓ = 130 MPa, σᵧ = 100 MPa and τₓᵧ = 30 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A point in a loaded part has σₓ = 30 MPa, σᵧ = −70 MPa and τₓᵧ = −40 MPa (tension positive). Find the normal stress σθ on a plane whose normal is rotated 45° clockwise from the x-axis.
Find the elongation δ of the brass bar under the axial load.
A steel segment (diameter 30 mm, length 300 mm, E = 200 GPa) and a segment made of copper (diameter 40 mm, length 300 mm, E = 120 GPa) are joined end to end and fixed between two rigid walls. An axial load of 80 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 both ends. Using Euler’s formula, find its critical buckling load Pcr.
A column of length L made of steel is fixed at the base and pinned at the top. Find its slenderness and the critical buckling stress σcr from Euler’s formula.
A 15 kg mass on a spring with a stiffness of 5 kN/m has a viscous damper giving a damping ratio of 0.4. Find the damped natural frequency fd of its free vibration in Hz.
A 40 kg mass hangs from spring k₃ = 15 kN/m. The top of k₃ is attached to a rigid bar that hangs from two springs side by side, k₁ = 60 kN/m and k₂ = 25 kN/m; the bar stays level. Ignore damping and the masses of the springs and bar. Find the natural frequency fn of vertical vibration in Hz.
Answer: Ft = 3108 N
Gear geometry: the module m sets the tooth size. A gear with N teeth has a pitch diameter d = m·N, two meshing gears have the same module, and their centre distance is a = (d₁ + d₂)/2 = m·(N₁ + N₂)/2. The pitch-line speed is v = π·d·n/60, and the tangential tooth force follows from the torque: Ft = 2T/d.
Answer: nc = 192.9 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: φ = 2.309 °
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.
Answer: d = 38.02 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.
Both limits must hold, so the larger diameter governs.
Here stiffness governs.
Answer: τmax = 33.54 MPa
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.
Answer: σθ = 20 MPa
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.
Answer: δ = 26.74 mm
Hooke’s law: within the elastic range σ = E·ε. Combining with σ = P/A and ε = δ/L gives δ = PL/(AE).
E for brass = 100 GPa = 100000 MPa.
Answer: σ2 = 32.86 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 = 32.75 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 = 44.76 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: fd = 2.663 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.
Answer: fn = 2.841 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.
Only k1 and k2 are in parallel. That pair is in series with k3, so combine them as reciprocals.
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