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 3 kW motor running at 960 rpm drives a pinion with 18 teeth, which meshes with a gear with 48 teeth. The gear pair has an efficiency of 97%. Find the output torque T2 on the gear shaft.
In a planetary gear set the sun gear has 30 teeth and each planet gear has 20 teeth. The planet carrier is held fixed and the sun is driven at 600 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 shaft must transmit 100 kW at 500 rpm without the shear stress exceeding 75 MPa. Find the smallest diameter d that works.
A point in a loaded part has σₓ = −30 MPa, σᵧ = 60 MPa and τₓᵧ = −50 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A solid shaft of diameter 40 mm carries a bending moment of 500 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.
Find the elongation δ of the copper bar under the axial load.
A steel segment (diameter 40 mm, length 400 mm, E = 200 GPa) and a segment made of copper (diameter 50 mm, length 400 mm, E = 120 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 pinned at both ends. Using Euler’s formula, find its critical buckling load Pcr.
A solid round column of length L made of steel is fixed at the base and pinned at the top. It must carry 110 kN with a factor of safety of 2.5 against buckling. Find the smallest diameter d.
A 15 kg mass on a spring with a stiffness of 10 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 = 12 kN/m and the lower one k₂ = 25 kN/m. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: T2 = 77.19 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 = 257.1 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 = 1.868 °
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 = 50.62 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: τmax = 67.27 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: τmax = 71.73 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 = 3.826 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 copper = 117 GPa = 117000 MPa.
Answer: σ2 = 24.64 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 = 2.412 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: d = 59.48 mm
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.
Check: the slenderness KL/r is 141.2, so the column is slender and Euler applies.
Answer: fd = 3.559 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: keq = 8.108 kN/m
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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