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 3 start(s) turns at 2900 rpm and drives a worm wheel with 30 teeth. Find the speed nw of the wheel.
An open belt connects a 150 mm driving pulley at 1440 rpm to a 450 mm pulley; the centres are 800 mm apart. The coefficient of friction is 0.3 and the tight-side tension may not exceed 1500 N. Find the largest power P the belt can transmit without slipping, in kW (ignore centrifugal effects).
A hollow brass shaft (outer diameter 40 mm, inner diameter 30 mm, length 1 m) is fixed at one end and twisted by a torque of 1000 N·m at the other. Find the angle of twist φ in degrees.
A solid shaft must transmit 75 kW at 3000 rpm without the shear stress exceeding 40 MPa. Find the smallest diameter d that works.
A point has σₓ = −20 MPa and σᵧ = 70 MPa. How large can the shear stress τxy (magnitude) become before the largest principal stress reaches 100 MPa?
A point in a thin plate is in plane stress: σₓ = 110 MPa, σᵧ = −20 MPa and τₓᵧ = 30 MPa (σz = 0). The material has a yield strength of 350 MPa. Find the factor of safety n against yielding by the von Mises (distortion energy) criterion.
Find the axial strain ε in the copper bar, in microstrain (µε = 10⁻⁶).
The stepped bar is fixed at the wall and loaded at its free end. Find the total elongation δ.
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 solid round column of length L made of aluminium is fixed at the base and free at the top. It must carry 35 kN with a factor of safety of 2 against buckling. Find the smallest diameter d.
An 8 kg mass is supported by a spring with a stiffness of 40 kN/m and a viscous damper with a damping coefficient of 570 N·s/m. Find the damping ratio ζ.
A 10 kg mass hangs from two springs side by side (in parallel), with stiffnesses k₁ = 50 kN/m and k₂ = 15 kN/m. The mass stays level. Ignore damping and the masses of the springs. Find the natural frequency fn of vertical vibration in Hz.
Answer: nw = 290 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: P = 9.562 kW
Belt drives: without slip, both pulleys have the same rim speed v = π·d·n/60, so n₁·d₁ = n₂·d₂ and the speed ratio is d₂/d₁. Slip s makes the driven pulley a little slower: n₂ = n₁·(d₁/d₂)·(1 − s). The power transmitted is P = (T₁ − T₂)·v, with T₁ the tension on the tight side and T₂ on the slack side. Friction limits the ratio of the tensions: T₁/T₂ = eμθ, where θ is the angle of wrap in radians on the smaller pulley; for an open belt θ = π − 2·asin((d₂ − d₁)/(2C)) with centre distance C.
Answer: φ = 8.551 °
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 = 31.21 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: τxy = 60 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: n = 2.653
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: ε = 637.6 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 copper = 117 GPa = 117000 MPa.
Answer: δ = 1.22 mm
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.
Answer: Pcr = 4.326 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 = 84.76 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 236, so the column is slender and Euler applies.
Answer: ζ = 0.5038
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.
ζ < 1, so the system is underdamped and oscillates as it decays.
Answer: fn = 12.83 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.
Springs side by side share the deflection and add their forces, so their stiffnesses simply add: k = k1 + k2.
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