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 112.5 mm apart. They must be connected by a pair of spur gears with a module of 3 mm and a speed reduction of 1.5 : 1. How many teeth N2 must the gear have?
In a planetary gear set the sun gear has 24 teeth and each planet gear has 18 teeth. The planet carrier is held fixed and the sun is driven at 1440 rpm. Find the speed nr of the ring gear (magnitude).
A solid aluminium 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 brass shaft transmits 15 kW at 1000 rpm. The shear stress must not exceed 75 MPa and the twist must not exceed 0.75° per m of length. Find the smallest diameter d that satisfies both limits.
A point has σₓ = 40 MPa, σᵧ = 80 MPa and τₓᵧ = −20 MPa (tension positive). The element is rotated 20° clockwise. Find the normal stress σy′ on the faces of the rotated element that are perpendicular to the rotated y′-axis.
A thin-walled cylindrical tank of inner diameter 500 mm and wall thickness 5 mm holds gas at a gauge pressure of 0.8 MPa. It is made from plate welded along a helical seam at 55° to the axis of the cylinder. Find the normal stress σn acting across the weld seam.
A bar is made of a steel segment (diameter 30 mm, length 300 mm, E = 200 GPa) joined end to end with a segment made of aluminium (diameter 30 mm, length 500 mm, E = 70 GPa). It is fixed at one end and pulled at the other. Find the axial load P that stretches it by 0.2 mm in total.
The stepped bar is fixed at the wall and loaded at its free end. Find the largest normal stress σmax in the bar.
A column of length L made of steel is fixed at the base and pinned at the top. Using Euler’s formula, find its critical buckling load Pcr.
A solid round column of length L made of steel is pinned at both ends. It must carry 80 kN with a factor of safety of 3 against buckling. Find the smallest diameter d.
A 40 kg mass on a spring with a stiffness of 5 kN/m has a viscous damper giving a damping ratio of 0.4. Find the damped natural frequency fd of its free vibration in Hz.
A 40 kg mass hangs from two springs side by side (in parallel), with stiffnesses k₁ = 20 kN/m and k₂ = 30 kN/m. The mass stays level. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: N2 = 45
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: nr = 576 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 = 2.217 °
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 = 41.12 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.
Both limits must hold, so the larger diameter governs.
Here stiffness governs.
Answer: σy′ = 62.47 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.
The sum of the normal stresses does not change with rotation.
Answer: σn = 26.58 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. Thin-walled cylinder: hoop stress σh = pr/t and axial stress σa = pr/(2t); these are the principal stresses in the wall.
Take x along the axis (σa) and y around the hoop (σh). The seam’s normal makes 90° − α with the axis.
Answer: P = 16.36 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: σmax = 49.74 MPa
Axially loaded members: each prismatic segment obeys δ = PL/(AE). For members in series the elongations add.
The free end carries P, so every section of the bar carries the same axial force P. Only the areas and materials change.
The thinner segment has the smaller area, so it carries the larger stress.
Answer: Pcr = 197.7 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 = 48.59 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 123.5, so the column is slender and Euler applies.
Answer: fd = 1.631 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 = 50 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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