λ < φ (or tanλ ≤ μ)
| Definition | Formula |
|---|---|
| Factor of Safety (Tensile) | FOS = Sut / σ or Syt / σ |
| Factor of Safety (Shear) | FOS = Ssy / τ or Sus / τ |
| Theory | Failure Criterion |
|---|---|
| Maximum Principal Stress (Rankine) | σ1 ≤ Syt/FOS (Brittle materials) |
| Maximum Shear Stress (Tresca) | (σ1 - σ3)/2 ≤ Syt/(2×FOS) |
| Distortion Energy (von Mises) | σe = √[σ12 + σ22 + σ32 - σ1σ2 - σ2σ3 - σ3σ1] ≤ Syt/FOS |
| Maximum Strain (St. Venant) | ε1 ≤ Syt/(E×FOS) |
| Parameter | Definition |
|---|---|
| Kt | Theoretical stress concentration factor = σmax / σnom |
| Kf | Fatigue stress concentration factor = 1 + q(Kt - 1) |
| q | Notch sensitivity (0 ≤ q ≤ 1); q = 0 (no sensitivity), q = 1 (full sensitivity) |
| Material | Endurance Limit (Se) |
|---|---|
| Steel | Se ≈ 0.5 Sut (Sut ≤ 1400 MPa) |
| Iron | Se ≈ 0.4 Sut |
| Aluminum | No true endurance limit; use finite life approach |
Se = Ka × Kb × Kc × Kd × Ke × Kf × Se'
| Factor | Description |
|---|---|
| Ka | Surface finish factor = a Sutb; Ground: a=1.58, b=-0.085; Machined: a=4.51, b=-0.265; Hot rolled: a=57.7, b=-0.718 |
| Kb | Size factor = (d/7.62)-0.107 for 2.79 ≤ d ≤ 51 mm (bending/torsion); Kb = 1 for axial loading |
| Kc | Load factor: 1 (bending), 0.85 (axial), 0.59 (torsion) |
| Kd | Kd = 1 for T ≤ 450°C (for steels); for T > 450°C use temperature reduction charts. |
| Ke | Reliability factor: 50%=1.0, 90%=0.897, 95%=0.868, 99%=0.814, 99.9%=0.753 |
| Kf | Miscellaneous effects factor |
| Parameter | Formula |
|---|---|
| Mean Stress | σm = (σmax + σmin) / 2 |
| Alternating Stress | σa = (σmax - σmin) / 2 |
| Stress Ratio | R = σmin / σmax |
| Amplitude Ratio | A = σa / σm |
| Criterion | Equation |
|---|---|
| Soderberg Line | σa/Se + σm/Syt = 1/FOS |
| Goodman Line | σa/Se + σm/Sut = 1/FOS |
| Gerber Parabola | σa/Se + (σm/Sut)2 = 1/FOS |
| Loading | Design Equation |
|---|---|
| Torsion Only | τ = 16T/(πd3); d = ∛[16T/(πτ)] |
| Bending Only | σ = 32M/(πd3); d = ∛[32M/(πσ)] |
| Combined Bending & Torsion | Te = √(M² + T²) d = ∛[(16Te)/(πτ)] |
| Theory | Equivalent Stress |
|---|---|
| Maximum Shear Stress | d = ∛{(16/π)[(KbM)2 + (KtT)2]0.5/Ssy} |
| Distortion Energy | d = ∛{(16/π)[(KbM)2 + 0.75(KtT)2]0.5/Sy} |
| Type | Formula |
|---|---|
| Single Load | Nc = (60/2π)√(g/δ) rpm; δ = static deflection |
| Rayleigh-Ritz Method | Nc = (60/2π)√[g Σ(Wiδi)/Σ(Wiδi2)] |
| Dunkerley's Method | 1/Nc2 = 1/N12 + 1/N22 + ... + 1/Nn2 |
| Type | Design Equations |
|---|---|
| Sunk Key (Shear) | τ = 4T/(d×w×l); l = 4T/(d×w×τ) |
| Sunk Key (Crushing) | σc = 8T/(d×t×l); l = 8T/(d×t×σc) |
| Parameter | Description |
|---|---|
| Torque Capacity | T = (π/8) × n × pc × h × l × Dm |
| Type | Key Design Feature |
|---|---|
| Sleeve/Muff Coupling | Outer diameter D = 2d + 13 mm; Length L = 3.5d |
| Clamp/Compression Coupling | Uses friction to transmit torque; T = μ × W × d/2 |
| Flange Coupling | Bolt circle diameter: Db = 3d; Number of bolts: n ≥ 3 |
| Parameter | Value |
|---|---|
| Throat thickness (t) | t = s/√2 = 0.707s (for 45° fillet weld) |
| Throat area | A = t × l (l = length of weld) |
| Loading | Design Equation |
|---|---|
| Parallel Fillet (Shear) | τ = P/(√2 × s × l); s = P/(√2 × l × τ) |
| Transverse Fillet | σ = P/(√2 × s × l) |
| Torsion (Circular) | τ = 16T/(π × √2 × s × d2) |
| Component | Formula |
|---|---|
| Primary Shear | τ' = P/A |
| Secondary Shear | τ'' = (P × e × r)/(IG) |
| Resultant Shear | τ = √[(τ')2 + (τ'')2 + 2τ'τ''cos θ] |
| Parameter | Definition |
|---|---|
| Pitch (p) | Axial distance between adjacent threads; p = 1/n (n = threads per inch) |
| Lead (L) | Axial advance per revolution; L = ns × p (ns = number of starts) |
| Core/Root Diameter (dc) | dc = d - 1.2268p (ISO Metric) |
| Pitch Diameter (dp) | dp = d - 0.6495p (ISO Metric) |
| Parameter | Formula |
|---|---|
| Torque to Raise Load | T = (W × dm/2) × [(L + πμdm)/(πdm - μL)] |
| Torque to Lower Load | T = (W × dm/2) × [(πμdm - L)/(πdm + μL)] |
| Efficiency | η = tan λ / tan(λ + φ); λ = lead angle, φ = friction angle |
| Self-Locking Condition | λ < φ |
| Loading Type | Stress Equation |
|---|---|
| Pure Tension | σt = 4F/(πdc2) |
| Initial Tightening | Fi = σp × π dc2/4 (σp = proof stress) |
| External Load (Static) | σt = [Fi + F × Kb/(Kb + Km)] / Ac |
| Component | Formula |
|---|---|
| Direct Shear per Bolt | F' = P/n |
| Torsional Shear per Bolt | F'' = (P × e × ri)/(Σri2) |
| Resultant Force | FR = √[(F')2 + (F'')2 + 2F'F''cos θ] |
| Parameter | Formula |
|---|---|
| Shear Stress (Direct) | τ = 8WD/(πd3) × Kw |
| Wahl Factor | Kw = (4C-1)/(4C-4) + 0.615/C |
| Spring Index | C = D/d (6 ≤ C ≤ 12) |
| Deflection | δ = 8WD3n/(Gd4) |
| Stiffness | k = W/δ = Gd4/(8D3n) |
| Solid Length | Ls = (nt + 1)d or ntd |
| Free Length | Lf = Ls + δmax + 0.15 δmax |
| Parameter | Value |
|---|---|
| Shear Stress | τ = 8WD/(πd3) × Kw + initial tension stress |
| Deflection | δ = 8WD3n/(Gd4) + hook deflection |
| Parameter | Formula |
|---|---|
| Bending Stress | σb = 32M/(πd3) × Ki |
| Stress Factor | Ki = (4C2 - C - 1)/(4C(C - 1)) |
| Angular Deflection | θ = 64MDn/(Ed4) radians |
| Type | Design Equation |
|---|---|
| Semi-Elliptic (Full Width) | σb = 6WL/(nbt2); δ = (3WL³)/(8Enbt³) |
| Semi-Elliptic (Graduated) | σb = 12WL/(nbt2); δ = 12WL3/(Enbt3) |
| Material | Shear Modulus G (GPa) |
|---|---|
| Steel | 79-84 |
| Stainless Steel | 69-79 |
| Phosphor Bronze | 41-44 |
| Parameter | Formula/Value |
|---|---|
| Bearing Pressure | p = W/(L × D) |
| Bearing Characteristic Number | S = (μN/p)(r/c)2 |
| Sommerfeld Number | S = (μN/p)(r/c)2 × (L/D) |
| Coefficient of Friction | f = k(μN/p)(r/c) where k = constant |
| Parameter | Formula |
|---|---|
| Heat Generated | Hg = μ × W × V (V = rubbing velocity) |
| Heat Dissipated | Hd = Ch × A × (Tb - Ta) |
| Parameter | Definition |
|---|---|
| Basic Static Load (C0) | Load for max contact stress = 4000 MPa (ball), 4200 MPa (roller) |
| Basic Dynamic Load (C) | Load for L10 life = 1 million revolutions |
| Equivalent Static Load | P0 = X0Fr + Y0Fa |
| Equivalent Dynamic Load | P = XFr + YFa |
| Formula | Description |
|---|---|
| L10 = (C/P)k | Life in million revolutions; k = 3 (ball bearings), k = 10/3 (roller bearings) |
| L10h = (106/60N) × L10 | Life in hours; N = speed in rpm |
| L50 = 5 × L10 | Median life (50% reliability) |
| Bearing Type | Load Factors |
|---|---|
| Deep Groove Ball | If Fa/Fr ≤ e: X=1, Y=0; If Fa/Fr > e: X=0.56, Y varies |
| Angular Contact Ball | X and Y depend on contact angle (15°, 25°, 40°) |
| Cylindrical Roller | P = Fr (radial load only) |
| Tapered Roller | X and Y depend on Fa/(VFr) ratio |
| Parameter | Formula |
|---|---|
| Braking Torque | T = μ × N × r |
| Normal Force (Short Shoe) | N = F × a/b (lever mechanism) |
| Heat Generated | Q = μ × N × V × t (V = rubbing velocity) |
| Type | Tension Ratio |
|---|---|
| Simple Band | T1/T2 = eμβ |
| Differential Band | T = (T1 - T2) × r |
| Assumption | Torque Formula |
|---|---|
| Uniform Pressure | T = (2/3) × μ × W × [(ro3 - ri3)/(ro2 - ri2)] |
| Uniform Wear | T = (1/2) × μ × W × (ro + ri) |
| Parameter | Formula |
|---|---|
| Torque (Uniform Pressure) | T = (2/3) × μ × W × [(ro3 - ri3)/(ro2 - ri2)] × (1/sin α) |
| Torque (Uniform Wear) | T = (1/2) × μ × W × (ro + ri) × (1/sin α) |
| Parameter | Formula |
|---|---|
| Centrifugal Force | Fc = m × ω2 × r |
| Torque | T = n × μ × Fc × R |
| Term | Formula/Definition |
|---|---|
| Module (m) | m = d/T (d = pitch circle diameter, T = number of teeth) |
| Circular Pitch (pc) | pc = πd/T = πm |
| Diametral Pitch (Pd) | Pd = T/d = 1/m (in inch units) |
| Addendum (a) | a = m (for 20° full depth) |
| Dedendum (dd) | dd = 1.25m (for 20° full depth) |
| Clearance (c) | c = 0.25m |
| Center Distance | C = (d1 + d2)/2 = m(T1 + T2)/2 |
| Velocity Ratio | i = N2/N1 = T2/T1 = d2/d1 |
| Parameter | Formula |
|---|---|
| Beam Strength | Fb = σb × b × m × Y |
| Dynamic Load (Buckingham) | Fd = Ft + Fi = Ft + (21V(bC + Ft))/(21V + √(bC + Ft)) |
| Parameter | Formula |
|---|---|
| Wear Load | Fw = d1 × b × Q × K |
| Ratio Factor | Q = 2i/(i + 1) |
| Load Stress Factor | K = (σc2 s)/(1.4E) × [(1/E1) + (1/E2)] |
| Parameter | Formula |
|---|---|
| Normal Module | mn = mt cos ψ |
| Axial Pitch | pa = πm/tan ψ |
| Virtual Teeth Number | Tv = T/cos3ψ |
| Tangential Force | Ft = F × cos φn × cos ψ |
| Axial Force | Fa = Ft tan ψ |
| Radial Force | Fr = Ft tan φn / cos ψ |
| Parameter | Formula |
|---|---|
| Cone Distance | A0 = d/(2 sin δ) |
| Pitch Angle | tan δ1 = T1/T2 = sin γ/(i + cos γ) |
| Virtual Teeth | Tv = T/cos δ |
| Lewis Equation | Fb = σb × b × m × Y × (A0 - b/2)/A0 |
| Parameter | Formula |
|---|---|
| Velocity Ratio | i = Twheel/Tworm |
| Lead | L = πm × Tworm |
| Lead Angle | tan λ = L/(πdworm) |
| Efficiency | η = tan λ / tan(λ + φ) |
| Self-Locking | λ < φ (or tanλ ≤ μ) |
| Parameter | Formula |
|---|---|
| Velocity Ratio | i = N2/N1 = d1/d2 (no slip) |
| Length (Open Belt) | L = π(d1 + d2)/2 + 2C + (d2 - d1)2/(4C) |
| Length (Cross Belt) | L = π(d1 + d2)/2 + 2C + (d1 + d2)2/(4C) |
| Angle of Contact (Open) | θ = 180° - 2α; sin α = (d2 - d1)/(2C) |
| Angle of Contact (Cross) | θ = 180° + 2α; sin α = (d1 + d2)/(2C) |
| Condition | Formula |
|---|---|
| Without Centrifugal Tension | T1/T2 = eμθ |
| With Centrifugal Tension | (T1 - Tc)/(T2 - Tc) = eμθ |
| Centrifugal Tension | Tc = m × V2 (m = mass per unit length) |
| Power Transmitted | P = (T1 - T2) × V |
| Parameter | Formula |
|---|---|
| Tension Ratio | T1/T2 = eμθ cosec β |
| Power per Belt | P = (T1 - T2) × V × Ka |
| Material | Allowable Stress (MPa) |
|---|---|
| Leather | 2.5 - 3.5 |
| Fabric | 2.0 - 2.5 |
| Rubber | 2.0 - 3.0 |
| Parameter | Formula |
|---|---|
| Kinetic Energy | E = (1/2) × I × ω2 |
| Energy Fluctuation | ΔE = (1/2) × I × ωm2 × (2ks) |
| Coefficient of Fluctuation | ks = (ωmax - ωmin)/ωm = (Nmax - Nmin)/Nm |
| Mass Moment of Inertia | I = m × k2 (k = radius of gyration) |
| Parameter | Formula |
|---|---|
| Rim Mass (Approx) | m ≈ ΔE/(ks × V2) |
| Hoop Stress | σh = ρ × V2 |
| Rim Dimensions | m = π × D × A × ρ (A = cross-sectional area) |
| Parameter | Typical Ratio |
|---|---|
| Thickness (t) | t = 0.032D + 1.5 mm (D = cylinder bore) |
| Piston Height (H) | H = 1.0D to 1.5D |
| Piston Pin Diameter | dp = 0.3D to 0.4D |
| Compression Ring Width | h = 0.7√D to D/10 |
| Component | Design Aspect |
|---|---|
| Length | L = 4 to 5 times crank radius |
| Small End | Designed for bearing pressure; p = 15-20 MPa |
| Big End | Bearing pressure: p = 8-15 MPa |
| Shank | I-section for weight reduction; check for buckling |
| Loading | Critical Consideration |
|---|---|
| Bending | Maximum at crank pin due to connecting rod force |
| Torsion | Transmitted torque through crankshaft |
| Combined Stress | Use equivalent bending moment method |
| 1. What is the importance of design philosophy in machine elements? | ![]() |
| 2. How is fatigue design significant in engineering applications? | ![]() |
| 3. What are the key considerations in shaft design? | ![]() |
| 4. Why are keys and couplings essential in machine design? | ![]() |
| 5. What role do bearings play in machinery? | ![]() |