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 1.5 kW motor running at 2900 rpm drives a pinion with 18 teeth and a module of 5 mm. Find the tangential force Ft on the pinion teeth.
In a planetary gear set the sun gear has 16 teeth and each planet gear has 12 teeth. The planet carrier is held fixed and the sun is driven at 1500 rpm. Find the speed nr of the ring gear (magnitude).
A solid aluminium 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 shaft must transmit 50 kW at 500 rpm without the shear stress exceeding 50 MPa. Find the smallest diameter d that works.
A point has σₓ = 50 MPa and σᵧ = 20 MPa. How large can the shear stress τxy (magnitude) become before the largest principal stress reaches 95 MPa?
A point in a thin plate is in plane stress: σₓ = −60 MPa, σᵧ = 60 MPa and τₓᵧ = −30 MPa (σz = 0). The material has a yield strength of 250 MPa. Find the factor of safety n against yielding by the von Mises (distortion energy) criterion.
A bar is made of a steel segment (diameter 30 mm, length 300 mm, E = 200 GPa) joined end to end with a segment made of brass (diameter 50 mm, length 300 mm, E = 100 GPa). It is fixed at one end and pulled at the other. Find the axial load P that stretches it by 0.5 mm in total.
The stepped bar is fixed at the wall and loaded at its free end. Find the largest normal stress σmax in the bar.
A column of length L made of steel 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 both ends. Find its slenderness and the critical buckling stress σcr from Euler’s formula.
A 5 kg mass is supported by a spring with a stiffness of 50 kN/m and a viscous damper with a damping coefficient of 200 N·s/m. Find the damping ratio ζ.
A 20 kg mass hangs from spring k₃ = 60 kN/m. The top of k₃ is attached to a rigid bar that hangs from two springs side by side, k₁ = 10 kN/m and k₂ = 80 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 = 109.8 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: nr = 600 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.
With nc = 0 the sun drives the ring through the planets, which act as idlers.
The ring turns opposite to the sun.
Answer: φ = 1.437 °
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 = 45.99 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.
In practice you would round up to the next standard size.
Answer: τxy = 58.09 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: n = 2.152
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 = 137 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: σmax = 884.2 MPa
Axially loaded members: each prismatic segment obeys δ = PL/(AE). For members in series the elongations add.
The free end carries P, so every section of the bar carries the same axial force P. Only the areas and materials change.
The thinner segment has the smaller area, so it carries the larger stress.
Answer: Pcr = 14.06 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 round section has the same I about every axis.
Answer: σcr = 7.676 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 = 0.2
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.
ζ < 1, so the system is underdamped and oscillates as it decays.
Answer: fn = 6.752 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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