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 93.75 mm apart. They must be connected by a pair of spur gears with a module of 2.5 mm and a speed reduction of 4 : 1. How many teeth N1 must the pinion have?
In a planetary gear set the sun gear has 15 teeth and each planet gear has 15 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 hollow shaft must carry a torque of 1000 N·m. 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 solid shaft must transmit 10 kW at 1800 rpm without the shear stress exceeding 40 MPa. Find the smallest diameter d that works.
A point in a loaded part has σₓ = 10 MPa, σᵧ = 80 MPa and τₓᵧ = −30 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 = 10 MPa, σᵧ = 110 MPa and τₓᵧ = 20 MPa (σz = 0). The material has a yield strength of 460 MPa. Find the factor of safety n against yielding by the Tresca (maximum shear stress) criterion.
A bar is made of a steel segment (diameter 20 mm, length 400 mm, E = 200 GPa) joined end to end with a segment made of brass (diameter 30 mm, length 400 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.
A steel rod (diameter 25 mm, E = 200 GPa, allowable stress 250 MPa) sits inside a tube made of copper (outer diameter 120 mm, inner diameter 70 mm, E = 120 GPa, allowable stress 100 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 125 kN with a factor of safety of 2.5 against buckling. Find the smallest diameter d.
An 80 kg mass is supported by a spring with a stiffness of 12 kN/m and a viscous damper with a damping coefficient of 980 N·s/m. Find the damping ratio ζ.
A 20 kg mass hangs from two springs connected end to end (in series): the upper spring has k₁ = 5 kN/m and the lower one k₂ = 50 kN/m. Ignore damping and the masses of the springs. Find the natural frequency fn of vertical vibration in Hz.
Answer: N1 = 15
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 = 600 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: do = 55.67 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 = 46.7 mm; the hollow one is a little larger but much lighter.
Answer: d = 18.9 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 = −69.7 °
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 = 4.04
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 = 33.26 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: Pmax = 827.9 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 = 2.559 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 = 73.4 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 163.5, so the column is slender and Euler applies.
Answer: ζ = 0.5001
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 = 2.399 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 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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