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b/uni/mmme/2xxx/2044_design_manufacture_and_project/shaft_design.md @@ -0,0 +1,235 @@ +--- +author: Akbar Rahman +date: \today +title: MMME2044 // Shaft Design +tags: [ mmme2044, shafts, uni ] +uuid: 8e0928a6-c20c-4f80-9691-beb2defa4022 +--- + +# Shaft Design Considerations + +- Function and loading +- Size and connection to components +- Material selection and treatments +- Deflection and rigidity +- Stress and strength +- Critical speed +- Manufacturing constraints + +# Shaft-Hub Connections + +![](./images/vimscrot-2022-10-31T15:09:11,091932569+00:00.png) + +![](./images/vimscrot-2022-10-31T15:10:02,106108248+00:00.png) + +# Shaft-Shaft Connections + +Shaft-shaft connections can use either rigid or flexible couplings. + +![](./images/vimscrot-2022-10-31T15:11:05,058803741+00:00.png) + +# Location of Bearing on Shaft + +![](./images/vimscrot-2022-10-31T15:18:36,571125403+00:00.png) + +# Shaft Loading + +- Axial stresses + + - cause by self-weight in vertical shafts + - due to axial restraint at bearings and associated axial load + +- bending stress + + - due to bending moment in belt drivers, gear forces, mounted component weights + - dynamic forces which can load to fatigue and resonance + +- shear stresses + + - due to torque load/direct shear + +# Shaft Diameter (ASME Design Code) + +$$d = \left[ + \frac{32n_s}{\pi} + \sqrt{ + \left(\frac{M}{\sigma_e}\right)^2 + + \frac34 \left(\frac{T}{\sigma_y}\right)^2 + } + \right]^{\frac13} +$$ + +where: + +- $n_s$ is [safety factor](#safety-factor) +- $M$ is max bending moment (Nm) +- $T$ is max torque (Nm) +- $\sigma_e$ is endurance limit stress (Pa) +- $\sigma_y$ is yield strength of shaft (Pa) + + +
+ + + +#### ASME Design Code Derivation + + + +- Bending moment creates alternating tensile/compressive stresses ($\sigma_a$): + + \begin{align} + \sigma &= \frac{My}{I} \\ + I &= \frac{\pi d^4}{64} + \end{align} + + Combine to get: + + $$\sigma_a = \frac{32M}{\pi d^3}$$ + +- Torque normally generates constant shear stress ($\tau_m$): + + \begin{align} + \tau &= \frac{TR}{J} \\ + J &= \frac{\pi d^4}{32} + \end{align} + + Combine to get: + + $$\rightarrow \tau_m = \frac{16T}{\pi d^3}$$ + +- von Mises stress in plane stress condition: + + $$\sigma_\text{von Mises} = (\sigma^2 + 3\tau^2)^{\frac12}$$ + +- ASME Fatigue Failure Criterion + + $$\left(\frac{n_s\sigma_a}{\sigma_e}\right)^2 + \left(\frac{n_s\sigma_m}{\sigma_Y}\right)^2 = 1$$ + + Finally substitute $\sigma_a$ and $\tau_m$ to make $d$ the subject. + +
+ +## Endurance Limit Stress, $\sigma_e$ + +$\sigma_e$ is the level of stress with which fatigue failure wouldn't occur in cycling or +alternating load conditions: + +![](./images/vimscrot-2022-11-04T10:13:44,527741950+00:00.png) + +- $\sigma$ at failure decreases with the number of cycles up until a certain point ($\sigma_e$ after + around $10^6$ cycles) +- if you never exceed this point then the material will last for "infinite" cycles +- most steels have this fatigue behaviour so they are often used for shafts + +Time for a silly equation: + +$$\sigma_e = k_ak_bk_ck_dk_ek_fk_g\sigma_e'$$ + +where: + +- $k_a$ --- surface factor +- $k_b$ --- size factor +- $k_c$ --- reliability factor +- $k_d$ --- temperature factor +- $k_e$ --- duty cycle factor +- $k_f$ --- fatigue stress concentration factor +- $k_g$ --- miscellaneous effects factor +- $\sigma_e'$ --- endurance limit of test specimen + +this is a joke of an equation + +## Reducing Stress Concentrations + +![](./images/vimscrot-2022-11-04T10:31:41,364654063+00:00.png) + +![](./images/vimscrot-2022-11-04T10:31:50,672814681+00:00.png) + +## Critical Speed of Shaft (Natural Frequency) + +- operational speed of shat should be half the critical speed +- Centre of Mass should be on the Centre of Rotation +- in practice this is not the case +- this imbalance causes a deflection (due to centrifugal force, $mr\omega^2$ +- the critical speed (or natural frequency) is the speed at which the shaft is unstable + + when this is the case it may cause damage to the shaft, bearings, and other destructive + vibrations + +## Critical Speed Equation + +$$\omega_c = \sqrt\frac{g}{\delta_\text{st}}$$ + +where $g$ is acceleration due to gravity and $\delta_\text{st}$ is +[static deflection](#shaft-deflection) of the shaft. + +## Rayleigh Ritz Equation + +When you have multiple masses the Rayleigh-Ritz equation may be more suitable: + +$$\omega_c = \sqrt{g\frac{\Sigma w_i\delta_i}{\Sigma w_i\delta_i^2}} $$ + +where $w_i$ is the weight of node $i$ and $\delta_i$ is the static deflection at node $i$. + +# Shaft Deflection + +- Shaft deflection is required to determine the critical speed. +- Macaulay's method for the deflection in beam bending: + + $$\frac{\mathrm{d}^2y}{\mathrm{d}x^2} = \frac{M}{EI}$$ + $$y = \int^x_0\int^x_0\left(\frac{M}{EI}\right) \mathrm{d}x + C_1x + C_2$$ + +## Shaft Deflection Equations + +![](./images/shaft-design-064.jpg) + +- Maximum deflection: + + $$\delta_\text{max} = \frac{PL^3}{3EI}$$ + +- Deflection at any point $x$ + + $$\delta = \frac{Px^3}{6EI}(3L-x)$$ + +![](./images/shaft-design-065.jpg) + +- Maximum deflection: + + $$\delta_\text{max} = \frac{PL^3}{48EI}$$ + +- Deflection at any point: + + $$\delta = \frac{Px}{12EI} \left(\frac{3L^2}{4} - x^2 \right)$$ + +![](./images/shaft-design-066.jpg) + + +- Maximum deflection + + $$\delta_\text{max} = \frac{Pb^2L}{3EI}$$ + +- Deflection at any point + + - For $0 \le x \le a$: + + $$\delta = \frac{Pbx}{6aEI}(x^2-a^2)$$ + + - For $0 \le z \le b$: + + $$\delta = \frac{Pbx}{6aEI}\left(z^3 - b(2L+b) + 2b^2L\right)$$ + +# Safety Factor + +Safety Factor (also known as reserve factor) is a simple way to accommodate for uncertainties in +design. + +Simply multiply the maximum stresses and loads you expect by the safety factor, $n_s$, and assume +that as your maximum stress and load. + +$n_s$ | Operational conditions and use of materials +----- | ------------------------------------------- +1.25-1.50 | Reliable materials under controlled conditions, known stresses with certainty +1.50-2.00 | Well-known materials under reasonably constant environmental condition, known stresses +2.00-2.50 | Average materials subjected to known loads and stresses and environment (LSE) +2.50-3.00 | Lesser well-known materials under average conditions LSE +3.00-3.40 | Untried materials under average conditions of stresses and environment, or well known materials under uncertain LSE