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.
Two parallel shafts are 60 mm apart. They must be connected by a pair of spur gears with a module of 1.5 mm and a speed reduction of 4 : 1. How many teeth N2 must the gear have?
In a planetary gear set the sun gear has 15 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 hollow shaft must carry a torque of 1000 N·m. Its inner diameter is to be 0.5 times its outer diameter, and the shear stress must not exceed 75 MPa. Find the smallest outer diameter do.
A hollow shaft transmits 75 kW at 500 rpm. Find the maximum shear stress τmax in the shaft.
A point in a thin plate is in plane stress: σₓ = −80 MPa, σᵧ = 10 MPa and τₓᵧ = 30 MPa, with σz = 0. Find the absolute maximum shear stress τabs at the point (considering all planes in three dimensions).
A point in a thin plate is in plane stress: σₓ = 80 MPa, σᵧ = 30 MPa and τₓᵧ = −30 MPa (σz = 0). The material has a yield strength of 420 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 40 mm, length 400 mm, E = 200 GPa) joined end to end with a segment made of copper (diameter 40 mm, length 300 mm, E = 120 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.
A steel segment (diameter 30 mm, length 300 mm, E = 200 GPa) and a segment made of bronze (diameter 40 mm, length 300 mm, E = 110 GPa) are joined end to end and fixed between two rigid walls. An axial load of 30 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 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.
In a free-vibration test of a damped mass–spring system, a displacement peak of 30 mm is followed one cycle later by a peak of 26.5 mm. Find the damping ratio ζ.
A 20 kg mass hangs from two springs connected end to end (in series): the upper spring has k₁ = 20 kN/m and the lower one k₂ = 40 kN/m. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: N2 = 64
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 = 173.1 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.
Set nr = 0 and solve for the carrier speed.
The carrier turns in the same direction as the sun.
Answer: do = 41.68 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 = 40.8 mm; the hollow one is a little larger but much lighter.
Answer: τmax = 57.2 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.
Answer: τabs = 54.08 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. In three dimensions the absolute maximum shear stress is (σmax − σmin)/2 over all three principal stresses; in plane stress the third one is zero.
Here σ₁ and σ₂ have opposite signs, so the in-plane maximum R is also the absolute maximum.
Answer: n = 4.818
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 = 55.85 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 = 11.8 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 = 86.82 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 = 49.35 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 = 0.01974
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 = 13.33 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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