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 3 kW motor running at 960 rpm drives a pinion with 20 teeth, which meshes with a gear with 72 teeth. Ignore losses. Find the output torque T2 on the gear shaft.
In a planetary gear set the sun gear has 24 teeth and each planet gear has 20 teeth. The planet carrier is held fixed and the sun is driven at 1800 rpm. Find the speed nr of the ring gear (magnitude).
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 75 kW at 1000 rpm. Its inner diameter is to be 0.8 times its outer diameter, and the shear stress must not exceed 50 MPa. Find the smallest outer diameter do.
A point in a loaded part has σₓ = 120 MPa, σᵧ = −80 MPa and τₓᵧ = −40 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A thin-walled cylindrical tank of inner diameter 1000 mm and wall thickness 8 mm holds gas at a gauge pressure of 1.2 MPa. It is made from plate welded along a helical seam at 20° to the axis of the cylinder. Find the magnitude of the shear stress |τn| acting along the weld seam.
A steel rod (diameter 30 mm, E = 200 GPa) sits inside a tube made of brass (outer diameter 80 mm, inner diameter 60 mm, E = 100 GPa). Both are 500 mm long and are compressed together between rigid plates by 80 kN. Find the shortening δ.
A steel rod (diameter 20 mm, E = 200 GPa, allowable stress 160 MPa) sits inside a tube made of bronze (outer diameter 120 mm, inner diameter 70 mm, E = 110 GPa, allowable stress 70 MPa). They are compressed together between rigid plates. Find the largest load Pmax.
A column of length L made of aluminium is fixed at both ends. Using Euler’s formula, find its critical buckling load Pcr.
A solid round column of length L made of steel is fixed at both ends. It must carry 110 kN with a factor of safety of 2.5 against buckling. Find the smallest diameter d.
A 25 kg mass on a spring with a stiffness of 15 kN/m has a viscous damper giving a damping ratio of 0.7. Find the damped natural frequency fd of its free vibration in Hz.
A 10 kg mass hangs from two springs connected end to end (in series): the upper spring has k₁ = 80 kN/m and the lower one k₂ = 12 kN/m. Find the equivalent stiffness keq of the spring system in kN/m.
Answer: T2 = 107.4 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: nr = 675 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 = 2.28 °
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 = 49.81 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 = 41.78 mm; the hollow one is a little larger but much lighter.
Answer: τmax = 107.7 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: |τn| = 12.05 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: δ = 0.1107 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 = 562.3 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 = 46.06 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 = 41.04 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 97.45, so the column is slender and Euler applies.
Answer: fd = 2.784 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 = 10.43 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 in series share the same force and add their deflections, so they combine as reciprocals: 1/k = 1/k1 + 1/k2.
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