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 belt runs on a 200 mm driving pulley at 1440 rpm. The tension is 600 N on the tight side and 300 N on the slack side. Find the power P transmitted, in kW.
In a planetary gear set the sun gear has 24 teeth and each planet gear has 12 teeth. The ring gear is held fixed and the sun is driven at 1440 rpm. Find the speed nc of the planet carrier.
A solid aluminium 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 aluminium shaft transmits 20 kW at 500 rpm. The shear stress must not exceed 75 MPa and the twist must not exceed 0.75° per m of length. Find the smallest diameter d that satisfies both limits.
A point in a loaded part has σₓ = −20 MPa, σᵧ = −80 MPa and τₓᵧ = −10 MPa (tension positive). Find the maximum in-plane shear stress τmax.
A point in a thin plate is in plane stress: σₓ = 130 MPa, σᵧ = 40 MPa and τₓᵧ = 50 MPa (σz = 0). The material has a yield strength of 350 MPa. Find the factor of safety n against yielding by the Tresca (maximum shear stress) criterion.
Find the elongation δ of the steel bar under the axial load.
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 steel 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 both ends. It must carry 55 kN with a factor of safety of 2 against buckling. Find the smallest diameter d.
In a free-vibration test of a damped mass–spring system, a displacement peak of 25 mm is followed 4 cycles later by a peak of 7.1 mm. Find the damping ratio ζ.
A 50 kg mass hangs from spring k₃ = 30 kN/m. The top of k₃ is attached to a rigid bar that hangs from two springs side by side, k₁ = 80 kN/m and k₂ = 80 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: P = 4.524 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: nc = 480 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 = 4.31 °
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 = 58.15 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.
Both limits must hold, so the larger diameter governs.
Here stiffness governs.
Answer: τmax = 31.62 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 = 2.299
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: δ = 0.2292 mm
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 steel = 200 GPa = 200000 MPa.
Answer: δ = 11.66 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 = 322.3 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 = 67.1 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 149, so the column is slender and Euler applies.
Answer: ζ = 0.05002
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 = 3.577 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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