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 4 start(s) turns at 1450 rpm and drives a worm wheel with 48 teeth. Find the speed nw of the wheel.
An open belt connects a 100 mm pulley and a 200 mm pulley whose centres are 600 mm apart. Find the angle of wrap θ on the smaller pulley, in degrees.
A solid brass 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 50 kW at 1000 rpm without the shear stress exceeding 60 MPa. Find the smallest diameter d that works.
A point in a loaded part has σₓ = 130 MPa, σᵧ = −70 MPa and τₓᵧ = 50 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 thin plate is in plane stress: σₓ = 90 MPa, σᵧ = 120 MPa and τₓᵧ = −10 MPa (σz = 0). The material has a yield strength of 300 MPa. Find the factor of safety n against yielding by the von Mises (distortion energy) criterion.
A bar is made of a steel segment (diameter 20 mm, length 600 mm, E = 200 GPa) joined end to end with a segment made of copper (diameter 40 mm, length 300 mm, E = 120 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 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 the base and pinned at the top. It must carry 145 kN with a factor of safety of 2.5 against buckling. Find the smallest diameter d.
In a free-vibration test of a damped mass–spring system, a displacement peak of 20 mm is followed 3 cycles later by a peak of 11.4 mm. Find the damping ratio ζ.
A 40 kg mass hangs from two springs side by side (in parallel), with stiffnesses k₁ = 100 kN/m and k₂ = 40 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 = 120.8 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: θ = 170.4 °
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 = 11.08 °
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 = 34.35 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 = 13.28 °
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: n = 2.739
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: P = 17.33 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 = 198.9 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 = 10.24 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 = 73.59 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 152.2, so the column is slender and Euler applies.
Answer: ζ = 0.02981
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 = 9.416 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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