11/20/2023 1 20 Nov 23 CHAPTER 10 SHAFT 1 THEORY OF MACHINE AND MACHINE DESIGN DEPARTMENT OF EDUCATION AND TRAINNING HOCHIMINH CITY UNIVERSITY OF TECHNOLOGY AND EDUCATION TS Phan Công Bình binhpc@hcmu[.]
Trang 1CHAPTER 10: SHAFT
1
THEORY OF MACHINE AND MACHINE DESIGN
DEPARTMENT OF EDUCATION AND TRAINNING
HOCHIMINH CITY UNIVERSITY OF TECHNOLOGY
AND EDUCATION
TS Phan Công Bình binhpc@hcmute.edu.vn binhpc.tpm@gmail.com
Outcome
1 Getting the overview of shaft
2 Understanding the mechanical properties of shaft
3 Calculating and design shaft
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Theorical contents
I Overview
II Basic criteria of calculation
III Fundamentals of calculation and design
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Overview Coupling component
- Shaft ( Trục )
- Bearing ( Ổ trục )
- Couplings ( Khớp nối )
Most of mechanical machinery and equipment contain shaft
Rotating component
Pulley, gear, sprocket,…
assemble with shaft
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Almost shafts are used to support and transmit torque
1 Application
Overview
a Supporting component ( bending )
+ Shaft with a neutral wheel
+ Shaft assemble with neutral gear
b Transmitting torque ( twist )
+ Driving shaft
+ Transmitting shaft
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Overview
a Based on load
+ Axles ( Trục tâm ) are subjected only to bending
+ Shaft ( Trục truyền ) are intended not only to support revolving parts but also to
transmit torque
2 Classification
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Overview
a Based on load
+ Parallel drive ( trục truyền chung ) are applied to transmit torque to multi-component
at the same time
2 Classification
Parallel drive
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Overview
b Centerline ( đường tâm )
+ Straight shaft ( Trục thẳng )+ Crank shaft ( Trục khuỷu )+ Flexible wire shaft ( Trục mềm )
2 Classification
Crank shaft
Straight shaft
Flexible wire shaft
(Trục mềm)
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Overview
c Structure ( Kết Cấu )
+ Plain shaft: constant diameter ( Trục trơn )
+ Step shaft: Changing diameter ( Trục bậc )
2 Classification
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Overview
d Cross-section ( Tiết diện )
+ Solid shaft (Trục đặc)
+ Hollow shaft ( Trục rỗng)
2 Classification
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3 Shaft material
Technical requirement:
Reducing the stress concentration (giảm tập trung ứng suất)
Manufacturing and Maintenance Technology (có tính công nghệ)
* Common carbon steel:
CT3, CT5, C30, C40, C45, C50
Common material :
* Common alloyed steel:
40CrNi, 40CrNi2MoA, 30CrMnTi, 30CrMnSiA
20Cr, 12CrNi3A, 18CrMnTi
C45 has 0.45% carbon the most common steel in the world
Carbon steel (thép carbon)
Alloyed steel (thép hợp kim)
Overview
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4 Structure
Requirements of shaft structure
a Journal (ngõng trục): Using to assemble bearings
b The clamped parts (thân trục): Used to mount
the rotating component
c Transitions location: Between 2 different diameter on
shaft
d Another surface: Key sitting ( rãnh then ), fillet
( góc lượn ),…
+ Strength: Satisfying the technical requirements
+ Technology: Ability of processing disassemble, assemble and
maintenance
+ Reduce stress concentration : Fillet suitable to structure
t p d
Overview
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5 Pattern failures and Design method
a Break (gãy)
Overload or fatigue
Strength
validation
Overview
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5 Pattern failures and Design method
b Deformation (biến dạng)
rigidity
Overview
Not enough to rigidity (Không đủ độ cứng)
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5 Pattern failures and Design method
c Vibration (dao động)
Vibration
Rotating Component is off centerline (lệch tâm)
Overview
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Theorical contents
I Overview
II Basic criteria of calculation
III Fundamentals of calculation
and design
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Basic criteria calculation of shaft
1 Calculating strength
Sequence of calculation and design
a Preliminarily calculation (Tính sơ bộ)
b Calculating strength (Tính sức bền tĩnh)
c Examining (Tính kiểm nghiệm)
- No shaft structure
- According to torque (twist only)
- Calculating diameter preliminarily
- Selecting bearing preliminarily, sketch out ( phát thảo ) shaft structure
- Determining the acting force (torque and bending) and Reactive force
- Calculating exactly shaft diameters at critical cross sections and selecting
parameter based on standard)
- Design shaft structure
- Examining overload (kiểm nghiệm quá tải)
- Examining strength and fatigue (kiểm nghiệm độ bền mỏi)
- (chỉ tính momen xoắn)
- (Tính đường kính sơ bộ)
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a Preliminary calculation (Tính sơ bộ)
′
where, T is a torque acting on shaft, N.mm
Selecting material and allowable torque [ ′], MPa
=> The preliminary shaft d, mm
Selecting preliminary bearing and sketch out shaft structure
1 Calculating strength
Basic criteria calculation of shaft
Vị trí xác định đường kính:
+ Đầu trục đối với trục vào và ra + Thân trục lắp bánh dẫn với trục trung gian
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b Calculating strength
- Determining all forces acting on shaft
- Drawing the diagram of bending or torque moment
- Obtaining exactly diameter of shaft by using the IV strength theory
- Completing the shaft structure
- Calculating the support reactions ( Phản lực ) at pins ( Gối đỡ )
1 Calculating strength
Basic criteria calculation of shaft
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1 Calculating strength
Based on IV strength theory ( Thuyết bền 4 )
0.1
0.2
The value Mtđdetermining by formula
đ =
đ
đ 0.1
- Diameter of journal must be standardized in (TLTK)
b Calculating strength
Basic criteria calculation of shaft
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Examble:
Design shaft I with the parameter in picture Material C35 has allowable twist
torque [ ′]=20 Mpa and =20 Mpa
Belt force acting on shaft Fđ= 791.8N and
Force acting on gearing Fr1= 1178.9N,Ft1= 3239N
Ft1=3239N
O
y
z x
T1=181385Nmm
n1=298v/p
P1=5.66kW
1 Calculating strength
Basic criteria calculation of shaft
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f=90 l=145
+ Calculating diameter preliminary
≥ = 35.6 mm;
Selecting diameter based on standard d = 36 mm,
- Selecting diameter of shaft based on standard
+ Sketch out shaft structure
1 Calculating strength
Basic criteria calculation of shaft
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Selecting djaccording standard
+ Determining the equivalent moment at cross-section j Mtđ
+ Calculating shaft diameter at cross-section
0.1
+ Completing structure
Ability of processing disassemble, assemble and maintenance
1 Calculating strength
Basic criteria calculation of shaft
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c Examining
• Examining over load
where,
=
+ ≥ [ ]
• Examining strength and fatigue
, bending and torque at danger cross − section
, ℎ allowable stress when overload and elastic ( chảy )
safety factor 1.5~2.5 , safety factor of bending and torque
1 Calculating strength
Basic criteria calculation of shaft
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2 Calculating rigidity.
a Rigidity Condition of rigidity:
+ [f] = 0,01m – Shaft assemble with cylindrical gears
+ [f] = 0,005m – Shaft assemble with bevel gears
+ [] = 0,01rad - Thrust bearing ( ổ bi đỡ )
+ [] = 0,05rad- Ball bearings ( ổ bi lòng cầu )
+ [] = 0,001rad – Friction bearing ( ổ bi trượt )
In machine manufacturing, we can be selected : [f] =(0,0002 ÷ 0,0003)I
where, l: Pin distance.
F
f
f ≤ [ ]
≤
Basic criteria calculation of shaft
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b Torsional deflection
Basic criterial of Torsional deflection of shafts:
[ ]: allowable angel of twist ( góc xoắn cho phép ), rad
G: shear modulus module ( trượt đàn hồi ) G=8,3.104,MPa
J0: moment of inertia in torsional ( moment quán tính ) (J0= /32)
l: length of twist ( chiều dài đoạn trục xoắn ), mm
where,
Basic criteria calculation of shaft
2 Calculating rigidity.
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3 Calculating oscillation.
a Cause
- Off centerline generate external
forced generate vibration ( dao
động )
b Damage
- Making additional stress ( ứng suất phụ )
=> Effecting on strength
- Resonance ( vùng cộng hưởng )
=> Breaking shaft
Basic criteria calculation of shaft
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c Criteria of calculation
- Calculating amplitude ≤ [ ]
- Determining resonance ( vùng cộng hưởng )
3 Calculating oscillation.
Basic criteria calculation of shaft
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d Oscillation problems
- According the off-centerline m
=
= 48
where,
( ) =
f = = (natural frequency) → ∞ ( )
The rigidly of shaft (TLTK)
l/2 l/2
l/2 l/2
Flt
Basic criteria calculation of shaft
3 Calculating oscillation.
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Theorical contents
I Overview
II Basic criteria calculation of
shaft
III Fundamentals of calculation
and design
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Fundamentals of calculation and design
Notice:
1 Analyzing acting force in 2 plane (coordinates)
2 Calculating support reaction at pins on shaft
3 Drawing moment diagram (From left to right)
4 Determine diameter at critical cross-section
Bending Fa =
Torque Ft = ∗ = ∗
Moment
Sequence of calculation
O
y
z x
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1 Calculating force acting
a Specifying gears parameter
- Determining the pitch diameter by formula :
+ Spur gear : d = mz1 (mm)
+ Helical gear: d = mnz1/cosβ (mm)
+ Bevel gear: d = mmz1(mm)
where,
m – module
z – Number of teeth on gear
β – Helix angle
Fundamentals of calculation and design
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b Obtaining the acting Force
- Radial force Fr:
+ Chain: (N)
α
20sin(1/ 2)
r
F k F k P zpn
- Tangential force on coupling Ft: Ft= 2T/Dkn(N)
where,
+ Dkn– coupling diameter (đường kính khớp nối) (mm)
+ T – twist torque (N.mm)
The radial acting force on shaft Frdue to misalignment can be calculated by
1 Calculation acting force
Fundamentals of calculation and design
(0.2 0.3)
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2 Analysis the acting force
a Force acting diagram
- The Figure describes force acting diagram of transmission
x
+
Ft1
Fr1
x
+
X
Fr2
Ft2
z
Fkn
Fxy
Fxx
Fundamentals of calculation and design
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b Drawing moment diagram
3 Determining diameter of shaft
Fundamentals of calculation and design
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+ L1= L2= L3= 125mm
+ Ft1= 500N, Fr1= 182N
+ Ft2= 800N, Fr2= 291N
+ T = 50000 N.mm
Reaction force at pin A and D:
+ RAY= 24.3 N, RDY= 133.3 N
+ RDX= 700 N, RAX= 600 N
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Exercise
Q 1 Given the shaft of transmission system, Torque on shaft T = 100000 Nmm.
Helical gears, mn= 2 mm and helix gear β = 12o The number of teeth on gearing:
Z1= 22 and Z2= 67 The yield stress of shaft material is [σF] = 60 MPa.
Calculating the force acting on shaft?
β
1
1
cos
44,98
n
m Z
d
mm
1
1
2
4446
t
T
tan 1655 cos
β
β
2
cos
n
m Z
d
2
2
2
1459,9
t
T
cos
β
2 2
2
2
2
t
T
F
d Fr2 Ft2tan α Fa2 0
Spur gears
Helical gears
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Allowable stress = 50
Q 2
Exercise
a.Determining the reaction support at pin B and C
b.Drawing moment diagram , , T
c Determining diameter at cross-section
Tangential force = 1000 and radial force = 364
Tangential force = 2500 and radial force = 910
O
y
z
x
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The reactive force at pin B and C:
= − ∗ + − ∗ + = 0
= − + + − = 0
= + − = 1674,3 + 364 − 910 = ,
= − + + = −3400 + 1000 + 2500 =
2.a
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Exercise
Q 2
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2.b
Q 2
Exercise
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2.b
Q 2
Exercise
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Diameter at danger cross-section C:
Equivalent moment at C:
= 136489 + 375000 + 0,75 ∗ 200000
=
Diameter of shaft at cross-section C:
For assembling bearing at C we choose dc= 45 mm
2c
Q 2
Exercise
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Given the working shaft in picture 3
The helical gear parameter
= 240 , = 5000 , = 1885 ,
= 1340
The spur gear parameter
= 120 , = 10000 , = 3640
Length
a Determining the reaction support at pin B and C b.Drawing moment diagram , , T
c Determining the diameter of shaft at danger cross-section C
Q 3
Exercise
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Determining the reaction support at pin B and C
+ The moment equation at B in Y direction :
+ The moment equation at B in X direction :
Q 3
Exercise
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Ma1
4.b
Q 3
Exercise
In yoz plane: Fror Ma
In xoz plane: only Ft
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+ Equivalent moment at C:
đ = + + 0.75
= 440100 + 225000 + 0,75 ∗ 600000 =
Diameter of shaft at cross-section C:
≥ đ
0.1 ≥ .
For assembling gear at C, we choose: = ( )
Bonus:
+ Equivalent moment at B:
đ = + + 0.75
= 436764 + 1200000 + 0.75 ∗ 600000 =
Diameter of shaft at cross-section C::
≥ đ 0.1 = ,
For assembling bearing at B, we choose: = ( )
Q 3
Exercise
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The bevel gear 1: = 200 , 1= 1000 , 1= 163 , 1= 325 ,
and helical gear Z2 2= 160 , 2= 1250 , 2= 465 , 2= 486
Distance 1= 100 , 2= 200 , 3= 100
The allowable bending stress [ ] = 60
a Determine the reaction support at pin A and D.
b Drawing the moment diagram Mx, Myand T.
c Determining the diameter of shaft at danger cross-section B.
Q 4
Exercise
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Q 4
Exercise