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 2.2 kW motor at 1440 rpm drives a worm with 1 start(s). The worm wheel has 60 teeth and the drive has an efficiency of 55%. Find the output torque Tw on the wheel shaft.
In a planetary gear set the sun gear has 30 teeth and each planet gear has 30 teeth. The ring gear is held fixed and the sun is driven at 600 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 solid shaft must transmit 15 kW at 300 rpm without the shear stress exceeding 75 MPa. Find the smallest diameter d that works.
A point in a thin plate is in plane stress: σₓ = 60 MPa, σᵧ = 60 MPa and τₓᵧ = 40 MPa, with σz = 0. Find the absolute maximum shear stress τabs at the point (considering all planes in three dimensions).
A thin-walled cylindrical tank of inner diameter 800 mm and wall thickness 5 mm holds gas at a gauge pressure of 1.2 MPa. It is made from plate welded along a helical seam at 40° 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 400 mm, E = 200 GPa) joined end to end with a segment made of brass (diameter 30 mm, length 500 mm, E = 100 GPa). It is fixed at one end and pulled at the other. Find the axial load P that stretches it by 0.4 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 aluminium is fixed at the base and pinned 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.
In a free-vibration test of a damped mass–spring system, a displacement peak of 50 mm is followed 2 cycles later by a peak of 14.1 mm. Find the damping ratio ζ.
A 50 kg mass hangs from spring k₃ = 12 kN/m. The top of k₃ is attached to a rigid bar that hangs from two springs side by side, k₁ = 25 kN/m and k₂ = 10 kN/m; the bar stays level. Ignore damping and the masses of the springs and bar. Find the natural frequency fn of vertical vibration in Hz.
Answer: Tw = 481.4 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: nc = 150 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 = 2.85 °
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 = 31.89 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: τabs = 50 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 the out-of-plane circle governs: the absolute maximum is larger than the in-plane maximum R.
Answer: σn = 76.17 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 = 40.39 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 = 248.7 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 = 78.75 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 = 21.93 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 = 0.1002
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: fn = 2.128 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.
Only k1 and k2 are in parallel. That pair is in series with k3, so combine them as reciprocals.
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