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 0.55 kW motor at 1440 rpm drives a worm with 1 start(s). The worm wheel has 36 teeth and the drive has an efficiency of 65%. Find the output torque Tw on the wheel shaft.
In a planetary gear set the sun gear has 16 teeth and each planet gear has 30 teeth. The planet carrier is held fixed and the sun is driven at 900 rpm. Find the speed nr of the ring gear (magnitude).
A stepped solid aluminium shaft is fixed at A. Segment AB has diameter 30 mm and length 1 m; segment BC has diameter 20 mm and length 0.5 m. A torque of 200 N·m acts at the free end C. Find the angle of twist φC of end C, in degrees.
A hollow shaft must transmit 5 kW at 1800 rpm. Its inner diameter is to be 0.6 times its outer diameter, and the shear stress must not exceed 75 MPa. Find the smallest outer diameter do.
A point has σₓ = −70 MPa, σᵧ = 120 MPa and τₓᵧ = −30 MPa (tension positive). Find the angle θs, between −90° and 90°, from the x-axis to the normal of the plane on which the shear stress has its maximum positive value +R (shear positive in the same sense as τₓᵧ).
A solid shaft of diameter 50 mm carries a bending moment of 750 N·m together with a torque of 750 N·m. At the top surface, where the bending stress is tensile and largest, find the maximum in-plane shear stress τmax.
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 bronze (diameter 50 mm, length 200 mm, E = 110 GPa). It is fixed at one end and pulled at the other. Find the axial load P that stretches it by 0.2 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 aluminium is fixed at the base and free at the top. Using Euler’s formula, find its critical buckling load Pcr.
A column of length L made of steel is fixed at the base and free at the top. Find its slenderness and the critical buckling stress σcr from Euler’s formula.
A 5 kg mass on a spring with a stiffness of 150 kN/m has a viscous damper giving a damping ratio of 0.5. Find the damped natural frequency fd of its free vibration in Hz.
A 100 kg mass hangs from two springs connected end to end (in series): the upper spring has k₁ = 80 kN/m and the lower one k₂ = 50 kN/m. Ignore damping and the masses of the springs. Find the natural frequency fn of vertical vibration in Hz.
Answer: Tw = 85.35 N·m
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: nr = 189.5 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: φC = 19.57 °
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: do = 12.74 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 = 12.17 mm; the hollow one is a little larger but much lighter.
Answer: θs = 53.76 °
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.
On Mohr’s circle the top point (+R) is 90° from the principal point σ₁; on the element that is 45°.
Positive angles are counter-clockwise.
Answer: τmax = 43.22 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: P = 22.51 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 = 265.3 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 = 3.052 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 = 87.73 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 = 23.87 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 = 2.792 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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