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 2 start(s) turns at 1440 rpm and drives a worm wheel with 60 teeth. Find the speed nw of the wheel.
In a planetary gear set the sun gear has 24 teeth and each planet gear has 12 teeth. The ring gear is held fixed and the sun is driven at 1500 rpm. Find the speed nc of the planet carrier.
A stepped solid brass shaft is fixed at A. Segment AB has diameter 40 mm and length 1.5 m; segment BC has diameter 20 mm and length 0.8 m. A torque of 100 N·m acts at the free end C. Find the angle of twist φC of end C, in degrees.
A solid shaft must transmit 50 kW at 300 rpm without the shear stress exceeding 40 MPa. Find the smallest diameter d that works.
A point in a loaded part has σₓ = 60 MPa, σᵧ = 30 MPa and τₓᵧ = −60 MPa (tension positive). Find the angle θp from the x-axis to the direction of the largest principal stress, between −90° and 90°.
A point in a loaded part has σₓ = −80 MPa, σᵧ = 10 MPa and τₓᵧ = −60 MPa (tension positive). Find the shear stress τθ on a plane whose normal is rotated 45° counter-clockwise from the x-axis (positive in the same sense as τₓᵧ).
Find the axial strain ε in the brass bar, in microstrain (µε = 10⁻⁶).
A steel segment (diameter 20 mm, length 500 mm, E = 200 GPa) and a segment made of bronze (diameter 50 mm, length 300 mm, E = 110 GPa) are joined end to end and fixed between two rigid walls. An axial load of 40 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 free 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.
A 500 kg mass on a spring with a stiffness of 150 kN/m has a viscous damper giving a damping ratio of 0.6. Find the damped natural frequency fd of its free vibration in Hz.
A 10 kg mass hangs from two springs side by side (in parallel), with stiffnesses k₁ = 20 kN/m and k₂ = 5 kN/m. The mass stays level. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: nw = 48 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 = 500 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: φC = 8.359 °
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 = 58.74 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.
In practice you would round up to the next standard size.
Answer: θp = −37.98 °
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.
Point x sits at an angle 2θp from the σ-axis on Mohr’s circle; the quadrant follows from the signs of σₓ − σᵧ and τₓᵧ.
Positive angles are counter-clockwise.
Answer: τθ = 45 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: ε = 919.6 µε
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 brass = 100 GPa = 100000 MPa.
Answer: σ2 = 17.34 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 = 17.99 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 = 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: fd = 2.205 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 = 25 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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