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 worm with 4 start(s) turns at 1440 rpm and drives a worm wheel with 50 teeth. Find the speed nw of the wheel.
In a planetary gear set the sun gear has 24 teeth and each planet gear has 24 teeth. The ring gear is held fixed and the sun is driven at 1200 rpm. Find the speed nc of the planet carrier.
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 hollow shaft must transmit 10 kW at 750 rpm. Its inner diameter is to be 0.6 times its outer diameter, and the shear stress must not exceed 40 MPa. Find the smallest outer diameter do.
A point in a loaded part has σₓ = 110 MPa, σᵧ = 120 MPa and τₓᵧ = −40 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A point in a thin plate is in plane stress: σₓ = 70 MPa, σᵧ = 60 MPa and τₓᵧ = 20 MPa (σz = 0). Find the von Mises equivalent stress σvM.
A steel rod (diameter 30 mm, E = 200 GPa) sits inside a tube made of copper (outer diameter 80 mm, inner diameter 60 mm, E = 120 GPa). Both are 800 mm long and are compressed together between rigid plates by 50 kN. Find the shortening δ.
A steel rod (diameter 30 mm, E = 200 GPa, allowable stress 150 MPa) sits inside a tube made of copper (outer diameter 120 mm, inner diameter 70 mm, E = 120 GPa, allowable stress 60 MPa). They are compressed together between rigid plates. Find the largest load Pmax.
A column of length L made of steel is pinned at both ends. Using Euler’s formula, find its critical buckling load Pcr.
A solid round column of length L made of aluminium is fixed at both ends. It must carry 25 kN with a factor of safety of 2 against buckling. Find the smallest diameter d.
In a free-vibration test of a damped mass–spring system, a displacement peak of 12 mm is followed 2 cycles later by a peak of 7.3 mm. Find the damping ratio ζ.
A 5 kg mass hangs from two springs side by side (in parallel), with stiffnesses k₁ = 20 kN/m and k₂ = 20 kN/m. The mass stays level. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: nw = 115.2 rpm
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: nc = 300 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: φ = 4.274 °
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 = 26.51 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 = 25.31 mm; the hollow one is a little larger but much lighter.
Answer: τmax = 40.31 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: σvM = 74.16 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. Yield criteria: von Mises predicts yield when σvM = √(σ₁² − σ₁σ₂ + σ₂²) reaches σY; Tresca when the absolute maximum shear stress reaches σY/2.
Answer: δ = 0.0987 mm
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: Pmax = 518.4 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: Pcr = 111 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: d = 42.68 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 140.6, so the column is slender and Euler applies.
Answer: ζ = 0.03952
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 = 40 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 side by side share the deflection and add their forces, so their stiffnesses simply add: k = k1 + k2.
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