Professional Documents
Culture Documents
Machine elements
Strength calculation................................................................................................................ 1
Symbols and units.......................................................................................................................................... 1
Stresses .......................................................................................................................................................... 1
Failure theories .............................................................................................................................................. 2
Static load ...................................................................................................................................................... 3
Fatigue loads.................................................................................................................................................. 3
Stress concentration factors ........................................................................................................................... 4
Reversed stress (mean stress zero) ................................................................................................................ 5
Smith diagrams (non-alloy structural steels) ................................................................................................. 7
Engineering materials............................................................................................................. 8
Steels ............................................................................................................................................................. 8
Cast irons..................................................................................................................................................... 10
Aluminium................................................................................................................................................... 11
Copper alloys............................................................................................................................................... 11
Physical properties of steels and cast irons.................................................................................................. 12
Physical properties of materials................................................................................................................... 13
Bolted joint........................................................................................................................... 14
1 Stresses of a bolt during tightening .......................................................................................................... 14
2 Torque required to tighten the bolt ........................................................................................................... 15
Welded connections ............................................................................................................. 17
Stresses in fillet weld................................................................................................................................... 17
Simple calculation method .......................................................................................................................... 17
Parallel keys ......................................................................................................................... 18
Interference fits .................................................................................................................... 19
Spring design........................................................................................................................ 20
1 Helical extension and compression springs .............................................................................................. 20
2 Belleville springs ...................................................................................................................................... 21
3 Rubber springs.......................................................................................................................................... 22
Gears..................................................................................................................................... 23
Helical gears (external gears) ...................................................................................................................... 24
Forces on gear teeth..................................................................................................................................... 25
Mechanical power transmission .................................................................................................................. 26
Narrow V-belt drives (SFS 3527) ........................................................................................ 27
Datum lengths of narrow V-belts and datum diameters of pulleys............................................................. 28
Rolling bearings ................................................................................................................... 30
Equivalent dynamic bearing load (constant) ............................................................................................... 32
Lubrication and lubricant classification ............................................................................... 33
1 Lubrication mechanisms........................................................................................................................... 33
2 Oil classification....................................................................................................................................... 34
Design of pressure vessels.................................................................................................... 36
1 Pressure equipment directive.................................................................................................................... 36
2 Nominal design stress............................................................................................................................... 36
3 Cylindrical and spherical shells ................................................................................................................ 36
4 Dished ends .............................................................................................................................................. 38
Machine Elements/SK 1
Strength calculation
Symbols and units
Quantity Symbol SI-unit Quantity Symbol SI-unit
Acceleration a m/s2 Area A m2
Modulus of elasticity E N/mm2, MPa Pressure p Pa, N/m2, bar
Force F N Density ρ kg/m3
Gravity G N Stress (tensile, com- σ N/mm2, MPa
Moment of inertia J kgm2 pression, bending)
Torque Mv, T Nm Shear stress τ N/mm2, MPa
Mass m kg Extension ∆l (δ) m, mm
Rotation speed n r/min, r/s Strain ε -
Power P W Time t s
Work W Nm, J Velocity v m/s
Angular velocity ω rad/s
Radius r m, mm Angular acceleration α rad/s2
Diameter d m, mm Efficiency η -
Length l m, mm Friction coefficient µ -
Stresses
F
Tensile stress σ=
A
♦ Hooke’s law σ = Eε
= E∆l / l
F
Shear stress τ=
A
F
Surface pressure p= F
A
projected
area
D B
M
Bending stress σ=
W
Mv
Torsion stress τ=
Wv
Machine Elements/SK 2
W Wv Cross-section area A
πd 3
Wz = Wy = πd 3 πd 2
32 ≈ 0, 2d 3 A=
≈ 0, 1d 3 16 4
π( D4 − d 4 )
π( D4 − d 4 ) π( D2 − d 2 )
Wz = Wy = 16 D A=
32D ( D4 − d 4 ) 4
≈ 0, 2
D
σ
Rm
ReH
ReL
Failure theories
σ vert = σ 2 + 3τ 2 (1)
σ vert = σ 2 + 4 τ 2 (2)
Machine Elements/SK 3
Static load
Effective stress
ReL
σ vert ≤ σ sall = (3)
n
B. Brittle material
Effective stress
R
σ vert ≤ m (4)
n
Fatigue loads
c) Fluctuating
Torsion
where q is a notch sensitivity of the material (steel S355: q ≈ 0,9) and Ktt geometric stress
concentration factor (fig. 3).
Machine Elements/SK 5
1
Surface roughness
Ra = 0,3
0,9
k1 0,6
0,8
0,8
1,6
3,2
0,7
6,3
0,6
Rolled, forged 25
or casted
0,5
300 400 500 600 700 800 900 1000 1100 1200 1300 1400
Tensile strength Rm (N/mm2)
Fig. 4. Surface quality factor k1.
1
k2
0,9
0,8
0,7
0,6
10 20 30 40 50 60 70 80 90 100 110 120
d (mm)
End-milled
keyway *
2,6...3 ≈ 2,3
N/mm2
400 ReH =
S355
355
300 E295
295
245
S235
230 235
200
175
σw
100
0
100 200 300 400
σm (N/mm2)
-σw -100
-175
-200
-230
-245
Tensile - compression
-300
a)
0 0
100 200 300 400 500 100 200 300
τm (N/mm2)
σm (N/mm2) -τvw
-σtw -100 -100
-135
-195 -175
-200 -200 Torsion
-215
-250
-265 Bending
-300
b) c)
Fig. 7.
Machine Elements/SK 8
Engineering materials
Steels
According to SFS-EN 10027-1
1 Steels designated according to their application and mechanical or physical properties
Principal symbols:
• S structural steel
• P steels for pressure purposes
• L steels for pipelines
• E engineering steel
followed by a number being the specified minimum yield strength (N/mm2), e.g. S235, E295
for steel casting the name shall be preceded by the letter G
additional symbols for impact strength etc, e.g. S355J2G3
Non-alloy steels
• letter C and the carbon content % multiplied by 100
Non-alloy steels (with Mn ≥ 1 %), non-alloy free-cutting steels and alloy steels (except
high speed steels) where the content, by weight, of every alloying element is < 5 %
• carbon content % multiplied by 100
• chemical symbols indicating the alloy elements (in decreasing order)
• numbers indicating the values of contents of alloy elements
Alloy steels (except high speed steels)
• letter X
• carbon content % multiplied by 100
• chemical symbols indicating the alloy elements (in decreasing order)
• numbers indicating the values of contents of alloy elements
Cast irons
Aluminium
low weight
corrosion resistant
good heat and electricity conductivity
special alloys with high strength
aluminium profiles
• economical manufacturing
• material extruded trough profile tool
aluminium casting
• low weight
• ductile
• easy to machine
Copper alloys
journal bearings are most important applications
Table 9. Common copper alloys.
References
Raaka-ainekäsikirja 1. Muokatut teräkset. 3. uudistettu painos. Metalliteollisuuden Kustannus Oy
2001. 361 s. ISBN 951-817-751-1.
References
Hamrock B. J. Fundamentals of Fluid Film Lubrication. McGraw-Hill, New York 1994. 690 s. ISBN
0-07-025956-9.
Wear Control Handbook (Ed. Peterson & Winer). New York 1980. 1358 p.
Machine Elements/SK 14
Bolted joint
1 Stresses of a bolt during tightening
When the bolt is tightened, a tensile stress and torsional stress is developed in the bolt. For
ISO metric threads (thread angle 60°) the friction torque in threads is /1/
⎛ P ⎞
M G = 12 d 2 FM ⎜⎜1,155µG + ⎟ (1-1)
⎝ πd 2 ⎟⎠
where FM is the preload (from tightening)
d2 the pitch diameter (table 1-1)
µG the friction coefficient in threads
P the pitch.
where d3 is the root diameter of the thread. If the bolt has a reduced diameter (< dS), use the
minimum diameter dT. The tensile stress in the cross-section due to the preload force is
4 FM
σS = (1-4)
πd S2
The effective stress should not be more than 90 % of the yield stress (0,9Rp0,2 or 0,9ReL). The
maximum tensile stress during tightening is /1, 3/
0,9 Rp0,2
σS = (1-6)
2
⎛ d P ⎞
1 + 3⎜⎜ 2 2 (1,155µG + )⎟
⎝ dS πd 2 ⎟⎠
The friction coefficient in threads depends on the material, surface treatment and lubrication.
(table 1-2). For bolts M6...M16 σS ≈ 0,7ReL, when the friction coefficient in threads is µG =
0,15. The maximum axial force (in assembled state) is
FSP = σS AS (1-7)
where AS is the tensile stress area of the bolt (table 1-1). Property classes of bolts are in the
table 1-3 (SFS-ISO 898-1).
where µK is the friction coefficient between the nut (or head) and the surface
Dkm = (dK+DK)/2 the mean diameter (location of friction force)
dK the outside diameter of the nut (or head) ≈ width across flats s (wrench opening)
DK the diameter of the hole.
The friction coefficient between the nut (or head) and the surface is µK ≈ 0,08...0,22 depend-
ing on the material, surface treatment and lubrication. The friction coefficient of stainless
steels (between the nut (or head) and the surface or in threads) can be even 0,5.
The preload FM depends on friction coefficients and torque. With hand tools only bolts M10
(10.9) and M12 (8.8) are tightened properly (preload of small bolts is usually too high and
preload of big bolts is too small) /1/.
References
1. Verho A. Ruuviliitokset ja liikeruuvit. Julkaisussa: Airila M. et al. Koneenosien suunnittelu, 2. painos.
Porvoo: WSOY 1997. S. 161...243. ISBN 951-0-20172-3.
2. Decker K-H. Maschinenelemente. Gestaltung und Berechnung. 12. Auflage. München: Carl Hanser
Verlag 1995. 677 s. ISBN 3-446-17966-6.
3. VDI Richtlinie 2230 Blatt 1. Systematische Berechnung hochbeanspruchter Schraubenverbindungen.
Düsseldorf: VDI-Verlag 1986. (Systematic calculation of high duty bolted joints)
4. Haberhauer H. & Bodenstein F. Maschinenelemente. Gestaltung, Berechnung, Anwendung. 10. Auflage.
Berlin: Springer-Verlag 1996. 626 s. ISBN 3-540-60619-X.
Machine Elements/SK 17
Welded connections
Stresses in fillet weld
The stresses of the fillet weld are calculated for the minimum cross section A = al (a is the
throat thickness (height of the cross section area) and l is the length of the weld). The mini-
mum cross section area is located at 45° to the legs. The stresses of the area are divided into
three components (fig. 1).
a τ⊥
σ⊥
The calculation method is valid when 3 mm ≤ a ≤ 15 mm (SFS 2373). The length of the weld
has also limitations.
Parallel keys
The torque that can be transmitted (the bearing action between the side of the key and the hub
material) (fig. 1)
Mvn = pn l t2 (d + t2)/2 (1)
The torque that can be transmitted (the bearing action between the side of the key and the
shaft material)
Mva = pa l t1 (d - t1)/2 (2)
where pa is the compressive stress of the hub and t1 the depth of the keyway in the shaft.
Interference fits
A press fit is obtained by machining the hole in the hub to a slightly smaller diameter than
that of the shaft. Only relative small parts can be press-fitted. For large parts a shrink fit can
be made by heating the hub to expand its inside diameter.
a) b) c) σvn
σt
σtn
σr
da di Di Da p
DF
σrn
p
σra σva
ua un
σta
compression
Nominal
Table 1. Interference fits (sizes mm). sizes H7 s6 t6 u6 v6
Devia- Devia- Devia- Devia- Devia-
> ≤ tions tions tions tions tions
+0,010 +0,020 +0,024
3 0 +0,014 +0,018
+0,012 +0,027 +0,031
3 6 0 +0,019 +0,023
+0,015 +0,032 +0,037
6 10 0 +0,023 +0,028
Spring design
1 Helical extension and compression springs
Common forms of helical springs are in fig. 1. For springs with end treatments the total num-
ber of coils nt is bigger than the number of active coils n. Other forms are possible such as
conical helical compression springs. If the place for a spring is small it is possible to put sev-
eral helical springs within each other.
where k is the stress concentration factor. The stress concentration factor kw for the dynamic
load (the Wahl factor) is as a function of the spring index C = D/d in fig. 2.
4 C − 1 0,615
kw = +
4C − 4 C
2 Belleville springs
Groups 1 and 2 φ De
t
Class De/t h0/t
l0 h0 A 18 0,4
φDi B 28 0,75
C 40 1,3
Group 3 φ De
OM I
l0 IV
II h0
t' III φDi
Fig. 3. Forms of Belleville springs, the top and bottom of springs in group 3 are cham-
fered. Belleville springs have three dimension classes A, B and C (DIN 2093).
3 Rubber springs
The modulus of elasticity E and G (in shear) for rubber depends on the durometer hardness
number (e.g. IRHD). Dynamically loaded rubber springs have higher stiffness than statically
loaded. A cylindrical rubber spring is frequently used as a compression spring (fig. 5).
Gears
Gears are used to transmit torque and angular velocity in many applications. There is a wide
variety of gear types to choose from.
Equation
Tranverse module mn
mt = (1)
cos β
Transverse pressure angle tan α n
α t = arctan (2)
cos β
Tranverse pitch pt = mtπ (3)
Tranverse base pitch pbt = pt cos α t (4)
Reference diameter d = mt z (5)
Base diameter d b = d cos α t (6)
Addendum of gear tooth ha = mn (1 + x ) − ∆ha (7)
Correction of addendum ⎛ z +z ⎞
∆ha = mn ⎜⎜ 1 2 + x1 + x2 ⎟⎟ − aw (8)
⎝ 2 cos β ⎠
If ∆ha < 0 , then ∆ha = 0
Dedendum hf = mn (1,25 − x ) (9)
Tip diameter (outside diameter) d a = d + 2ha (10)
Root diameter d f = d − 2hf (11)
Base centre distance mt ( z1 + z2 )
a= (12)
(no profile- shift) 2
Centre distance cosα t
aw = a (13)
cosα wt
Working pressure angle a cosα t
cosα wt = (14)
aw
2( x1 + x2 ) tan α n
invα wt = invα t +
z1 + z2
Involute function invα = tan α − α (15)
Transverse contact ratio ⎛ d2 − d2 d a22 − d b22 ⎞
1 ⎜ ⎟
εα = ⋅ ⎜ a1 b1
+ − a w sin α wt ⎟ (16)
p bt ⎜ 2 2 ⎟
⎝ ⎠
Overlap ratio b tan β
εβ = (17)
pt
Total contact ratio ε γ = εα + ε β (18)
Mv1,2 is a torque on a gear, n1,2 rotational speed, P power and d1,2 pitch diameter (1 pinion, 2
gear).
On spur gears the teeth are straight and aligned with the axis of the gear, the helix angle β = 0.
Fn
Fr
α
β
FN
Ft b
β Fa
Fn
Fig. 2. Forces on gear teeth: Ft tangential force, Fr radial force and Fa axial force.
Gear ratio
n1 ω1 d 2 z2
i= = = = (22)
n2 ω2 d1 z1
where index 1 is for the driving gear (pinion) and index 2 for the driven gear.
Driving Driven
r1
r2
pitch point
n1 n2
P2 Coupling
Motor Gear n2
P1
n1
Coupling
Driven
machine
a) b)
flexible part
Dp = idp (2)
2. If the required centre distance of a V-belt system E and diameters Dp and dp are known, the
length of the V-belt is
( Dp − dp )2
L ≈ 2 E + 2 π ( Dp + dp ) +
1 (3)
4E
If the length L differs from the standard datum length Lp (SFS-ISO 4184), the new centre
distance of a V-belt system is
Lp − L
Ep = E + (4)
2
3. Initial tension
The initial tension of the belt is critical because it ensures that the belt will not slip under
the design load. The too high tension can damage the belts and bearings. The proper belt-
tensioning can be calculated according to the standard.
The adjustable length for the mounting is y = 20...30 mm depending on the belt profile.
The adjustable length for the tension is x = 0,03Lp. (SFS-ISO 155)
Lj
Dp
n1 β
v
dp
E
x y
Fig. 1. Adjustable lengths of the centre distance between the pulley shafts.
Machine Elements/SK 28
Table 1. Standard datum lengths of narrow V-belts and distribution according to the sec-
tions, dimensions in millimeters (SFS-ISO 4184).
Nominal Tol. Z A B C D E mm
diam. mm SPZ SPA SPB SPC
50 ±0,8 % + 0,2
53
56 +
60
63 ∗
67
71 ∗
75 ∗ +
80 ∗ +
85 +
90 ∗ ∗
95 ∗
100 ∗ ∗
106 ±0,8 % ∗ 0,3
112 ∗ ∗
118 ∗
125 ∗ ∗ +
132 ∗ ∗ +
140 ∗ ∗ ∗
150 ∗ ∗ ∗
160 ∗ ∗ ∗
170 ±0,8 % ∗ 0,4
180 ∗ ∗ ∗
190
200 ∗ ∗ ∗ +
212 +
224 ∗ ∗ ∗ ∗
236 ∗
250 ∗ ∗ ∗ ∗
265 ±0,8 % ∗ 0,5
280 ∗ ∗ ∗ ∗
300 ∗
315 ∗ ∗ ∗ ∗
335 ∗
355 ∗ ∗ ∗ ∗ +
375 +
400 ∗ ∗ ∗ ∗ +
425 ±0,8 % + 0,6
450 ∗ ∗ ∗ +
475 +
500 ∗ ∗ ∗ ∗ + +
530 +
560 ∗ ∗ ∗ + +
600 ∗ ∗ + +
630 ∗ ∗ ∗ ∗ + +
1) + only classical V-belts (Z, A...E)
∗ narrow and classical V-belts
Machine Elements/SK 30
Rolling bearings
Fig. 1. a) deep groove ball bearing, b) self-aligning ball bearing, c) angular contact ball bear-
ing, d) cylindrical roller bearing, e) needle roller bearing, f) spherical roller bearing,
g) taper roller bearing, h) thrust ball bearing, i) cylindrical roller thrust bearing, j)
spherical roller thrust bearing (SKF).
Fig. 2. Bearing housing (SKF), rolling bearing and adapter sleeve with nut and locking de-
vice.
For bearings operating at constant speed the basic rating life (operating hours) is
1000000 ⎛ C ⎞ p
L10 h = ⎜ ⎟ (2)
60 n ⎝ P ⎠
Reliability % 90 95 96 97 98 99
a1 1 0,62 0,53 0,44 0,33 0,21
Fig. 4. The viscosity ν1 required at the operating temperature to ensure adequate lubrication.
Machine Elements/SK 32
Fig. 5. Factor a23 as a function of the viscosity ratio κ = ν/ν1. ν is the actual viscosity of the
lubricant. If the lubricant contains EP-additives, higher values may be obtained
(shaded area).
Table 2. Load factors for deep groove ball bearings (normal clearance).
hc
u u2 hmin
F pressure
u velocity
h film thickness
pT h p pressure
F load
pP
Hydrodynamic bearing
Hydrostatic bearing
Speed
Fig. 2. Effect of speed on bearing friction.
Machine Elements/SK 34
The relationship between the roughnesses of the surfaces and the film thickness is important.
The film thickness increases as the speed is increased, the lubricant viscosity is increased, the
load is decreased, or the geometric conformity of the mating surfaces is improved. Boundary
lubrication occurs when speeds are low or applied loads are very high. For this type of lubri-
cation EP-additives are required to prevent welding of the contact and adhesive wear.
Role of lubricant
Additives of lubricants
2 Oil classification
SAE viscosity classification for engine and automotive gear oils is given in tables 1 and 3.
ISO viscosity classification for industrial oils is given in table 5.
Performance classification for engine and automotive gear oils is given in tables 2 and 4.
Machine Elements/SK 35
Table 3. SAE viscosity grades for axle and manual transmission oils.
SAE Max. temperature Viscosity
grade for a viscosity mm2/s (100 °C)
150000 cP min. max.
75W -40 °C 4,1
80W -26 °C 7,0
85W -12 °C 11,0
90 13,5 24,0
140 24,0 41,0
250 41,0
Pressure equipment means vessels, piping, safety accessories and pressure accessories. Where
applicable, pressure equipment includes elements attached to pressurized parts, such as
flanges, nozzles, couplings, supports, lifting lugs, etc.
Vessel means a housing designed and built to contain fluids under pressure including its direct
attachments up to the coupling point connecting it to other equipment.
Piping means piping components intended for the transport of fluids, when connected to-
gether for integration into a pressure system. Piping includes in particular a pipe or system of
pipes, tubing, fittings, expansion joints, hoses, or other pressure-bearing components as ap-
propriate.
The pressure equipment must satisfy the essential requirements. Pressure equipment must be
designed, manufactured and checked, and if applicable equipped and installed, in such a way
as to ensure its safety when put into service in accordance with the manufacturer's instruc-
tions, or in reasonably foreseeable conditions.
where Rp0,2/t is the 0,2 % proof strength at temperature t (yield strength ReH may be used in
lieu of Rp0,2) and Rm/20 is the tensile strength at temperature 20 °C. For testing category 4 the
nominal stress shall be multiplied by 0,9. Numbers 1,5 and 2,4 are safety factors. Equations
for austenitic steels are in standard SFS-EN 13445-3.
Mechanical properties of steels for pressure purposes at elevated temperatures is given in table 2.
pDi
e= (2)
2 fz − p
where p is the calculation pressure, Di the inside diameter of the pressure vessel, the design
stress f ≤ fd and z the weld joint coefficient. The weld joint coefficient is related to the testing
group (z = 1; 0,85 or 0,7).
Machine Elements/SK 37
If the outside diameter De is known, the required thickness shall be calculated from the equa-
tion
pDe
e= (3)
2 fz + p
The equations are valid for e/De not greater than 0,16. Tolerances and fabrication allowances
shall be additional (fig. 1).
The required thickness of spherical shells shall be calculated from one of he following two
equations
pDi
e= (4)
4 fz − p
pDe
e= (5)
4 fz + p
4 Dished ends
The following requirements are limited in application to ends for which all following condi-
tions are met (see fig. 2):
• r ≤ 0,2Di • e ≤ 0,08De
• r ≥ 0,06 Di • ea ≥ 0,001De
• r ≥ 2e • R ≤ De
a) h ≥ 3,5e H b) h ≥ 3,5e H
r r
De De
R = De R = 0,8De
e e
r = 0,1De r = 0,154De
H = 0,193De-0,445e H = 0,225De-0,635e
V ≈ 0,1(De-2e)3 V ≈ 0,1298(De-2e)3
⎛e ⎞ ⎛1⎞ r
Y = min⎜ ;0,04 ⎟ Z = log10 ⎜ ⎟ X =
⎝R ⎠ ⎝Y ⎠ Di
1
N = 1,006 −
[6,2 + (90Y )4 ]
♦ X = 0,06: β 0,06 = N ( −0,3635Z 3 + 2,2124 Z 2 − 3,2937 Z + 1,8873)
♦ X = 0,2: [
β 0,2 = max 0,95(0,56 − 1,94Y − 82,5Y 2 );0,5 ]
The calculation method for β is iterative. Computer procedure is recommended.
References
1. Painelaitteet. Turvatekniikan keskus (TUKES). http://www.tukes.fi/painelaitteet/esitteet_
ja_oppaat/ painelaiteopas.pdf. 2.12.2004. 16 s.
2. Heikkilä E. & Huhdankoski E. Rautaruukin paineastiakäsikirja 1999, 4. painos. Raahe:
Rautaruukki Oy 1999. 176 s. ISBN 952-5010-27-9.
3. SFS-EN 13445-3. Lämmittämättömät painesäiliöt. Osa 3: Suunnittelu. Unfired pressure
vessels. Part 3. Design. Suomen Standardisoimisliitto 2002. 708 s.
4. Teollisuusputkistot ja painelaitesäädäntö. Kunnossapitokoulu n:o 71. Kunnossapito 10
2001. 9 s.
5. Hovi K. Paineastiat, putkistot ja niiden koneenosat. Julkaisussa: Airila M. et al. (toim.)
Koneenosien suunnittelu 4, WSOY 1985. S. 13...165. ISBN 951-0-13223-3.
6. SFS-EN 13445-2. Lämmittämättömät painesäiliöt. Osa 2: Materiaalit. Unfired pressure
vessels. Part 2. Materials. Suomen Standardisoimisliitto 2002. 101 s.
Other standards:
SFS-EN 13480 Parts 1…5 Metalliset teollisuusputkistot. Metallic industrial piping
SFS-EN 12952 Osat 1…8 Vesiputkikattilat. Water-tube boilers
SFS-EN 12953 Osat 1…8 Tulitorvikattilat. Shell boilers