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 belt runs on a 150 mm driving pulley at 720 rpm. The tension is 1500 N on the tight side and 600 N on the slack side. Find the power P transmitted, in kW.
In a planetary gear set the sun gear has 18 teeth and each planet gear has 24 teeth. The planet carrier is held fixed and the sun is driven at 3000 rpm. Find the speed nr of the ring gear (magnitude).
A solid steel 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 aluminium shaft of diameter 60 mm is fixed to rigid walls at both ends A and B. A torque of 1500 N·m is applied at C, 1.5 m from A and 2 m from B. Find the maximum shear stress τmax in the shaft.
A point in a loaded part has σₓ = −80 MPa, σᵧ = 70 MPa and τₓᵧ = 30 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A point in a thin plate is in plane stress: σₓ = 130 MPa, σᵧ = −60 MPa and τₓᵧ = 10 MPa (σz = 0). The material has a yield strength of 460 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 600 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 0.5 mm in total.
A steel segment (diameter 20 mm, length 300 mm, E = 200 GPa) and a segment made of brass (diameter 60 mm, length 500 mm, E = 100 GPa) are joined end to end and fixed between two rigid walls. An axial load of 100 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 steel is pinned at both ends. 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 10 mm is followed 5 cycles later by a peak of 0.8 mm. Find the damping ratio ζ.
A 25 kg mass hangs from spring k₃ = 10 kN/m. The top of k₃ is attached to a rigid bar that hangs from two springs side by side, k₁ = 40 kN/m and k₂ = 5 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: P = 5.089 kW
Belt drives: without slip, both pulleys have the same rim speed v = π·d·n/60, so n₁·d₁ = n₂·d₂ and the speed ratio is d₂/d₁. Slip s makes the driven pulley a little slower: n₂ = n₁·(d₁/d₂)·(1 − s). The power transmitted is P = (T₁ − T₂)·v, with T₁ the tension on the tight side and T₂ on the slack side. Friction limits the ratio of the tensions: T₁/T₂ = eμθ, where θ is the angle of wrap in radians on the smaller pulley; for an open belt θ = π − 2·asin((d₂ − d₁)/(2C)) with centre distance C.
Answer: nr = 818.2 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 = 5.343 °
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: τmax = 20.21 MPa
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).
The larger of the two torques governs (same diameter).
Answer: τmax = 80.78 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 = 2.72
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 = 86.81 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 = 25.81 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 = 3.525 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 = 19.28 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 = 0.08014
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 = 2.879 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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