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9.1.1 Torsion in Structures Engineering structures are frequently loaded by twisting couples (known as Torque). Typical structures that undergo such loading are power transmission shafts such as the prop-shaft of an automobile and twisting tools such as screwdrivers. In general, any rotating shaft must have a torque applied to create its rotation. Shafts may be solid (as in the case of the screwdriver) or hollow (as for the prop-shaft). In this course only shafts with circular cross-sections will be considered as they allow a number of simplifying assumptions to be made so that the stresses and deformations due to torsion can be evaluated. 9.1.2 Vector representation of torque As torque is equivalent to a couple (i.e. a moment) it is a vector quantity and has both a magnitude and a sense of direction. Torque is frequently represented by either a curved arrow around the axis of rotation or by a vector arrow along the axis of rotation (in these notes, when using the vector arrow notation, a double-headed arrow will represent torque to differentiate it from an axial load). The rotation of the torque may be determined from the arrow vector using the right hand screw rule or right hand thumb rule. When considering the equilibrium of a structure the torque contributes to the moments about the axis of rotation and the sum of the moments about this axis must equal zero. For a structure only loaded in torsion (like a prop-shaft) this means that in equilibrium the structure must have opposing torques of equal magnitude and opposite sense as shown in Figure 9.1
TAB
To help differentiate between torque applied at a point and torque in a length of shaft (not necessarily equal to each other) the following nomenclature will be used: TX = An applied torque at point X TXY = The net torque in length XY The net torque in a length of shaft is the torque that causes the shaft to twist (in the same way that the net axial force in a shaft is the force that causes the shaft to lengthen or shorten) and can only reliably be determined using a FBD of the shaft with the shaft cut at some point in the length XY.
47
2kNm
12kNm 8kNm
16kNm
3m
2m
2m
1m
A
30kNm
20kNm
10kNm
Figure 9.2
Step 1: FBD of entire shaft to determine resisting torque applied at support A Step 2: Separate shaft into two FBDs with a cut in length AB to determine TAB Step 3: Repeat step 2 for lengths BC, CD, and DE Remember that either left or right hand side FBDs can be used to determine the torque in the length under investigation 9.1.4 Units As Torque is a moment it has the units of Force (MLT-2) Length (L), i.e generalised units of ML2 T-2. In the SI system this is commonly Newton metres (Nm).
48
TAB dA r
dV
A B
Figure 9.3
Consider a length AB of solid shaft as shown in Figure 9.3 with a torque TAB along its length. For equilibrium the sum of the Forces and Moments must equal zero. The only forces capable of resisting the applied Torque are shear forces on the cross-sectional faces. For an elementary (very small) area dA, denote the shear force occurring on that area as dV. The moment that this shear force creates is equal to dV multiplied by its distance from the rotational axis of the shaft (r). The sum of all these elementary shear moments must then equal TAB for equilibrium. This sum is represented as the integral over an area and is denoted by A (an Area Integral) in the equation below.
shaft axis
= TAB r .dV = 0
A
TAB = r .dV
A
TAB = r dA
A
(9.1)
As r is not constant over the area of integration it must remain within the integral. Recall that for the case of axial loading the distribution of normal stress across a cross-section was assumed to be constant. This however, is NOT a valid assumption for shear stress due to torsion and will vary across the cross-section and must also remain within the Area integral. This means that equation (9.1) is insufficient to solve for . As consideration of the sum of the forces applied to the structure does not provide any extra information from which to solve for (as all the elementary forces dV are matched by equal and opposite forces on the opposite side of the shaft axis) this problem is statically indeterminate and the deformation of the structure must be considered (i.e. geometric compatibility). 9.2.2 Axial shear stress Previously it has been shown that shear stresses cannot exist in a single plane. Consider a small element of the shaft as shown in Figure 9.3 with a shear stress acting on the cross sectional face. For equilibrium there must be complementary shear stresses acting on the axial faces of the same magnitude.
49
R r
B B C C
AB
O C B B C LAB
AB
TAB
A A (a) D (b)
Figure 9.4
At this point the importance of considering a circular cross-section is highlighted. Under torsion a circular cross-section remains plane and undistorted. This can be shown by considering the point B, located at radius r from the axis of revolution, moving around the shaft axis by an angle AB to a new point B. For a circular cross-section, both B and B (and C and C) are at the same distance from the shaft axis and are both in the same plane as the original un-deformed cross-section. This does not occur for instance in square cross-sections (see Figure 9.5(b)) where more complex analysis methods are required to assess the effect of torsion on stress distributions.
Figure 9.51
50
tan AB AB =
BB' LAB
{as
is small}
AB =
r AB LAB
{as BB' r}
This equation shows that the shear strain on an elementary surface of a circular cross-sectional shaft varies with the distance from the axis of revolution. This means that the maximum shear strain is found on the outer surface of the shaft (when r = R). In the elastic region = G therefore the equation above may be re-written in terms of the shear stress (ignoring subscripts) to give:
Gr L
(9.2)
As G, and L are constants for a given cross-section shear stress is seen to vary linearly across the cross section with a minimum of zero at the centre (provided the shaft is solid) and a maximum when r = R. 9.2.4 Angle of Twist Equations (9.1) and (9.2) may now be combined to relate the torque and the angle of twist in a length (AB) of shaft.
TAB = r dA
A
= r
A
GAB r AB dA LAB
= =
J is defined as the Polar Second Moment of Area of the cross-sectional Area. Methods to determine J will be discussed in later lectures. Rearranging the equation above gives the general form of the torsion equation for a length of shaft (ignoring subscripts):
TL GJ
(9.3)
The product GJ is referred to as the Torsional Rigidity of a shaft and is an assessment of how resistant a shaft is to twisting.
51
Figure 9.6
=
=
TL GJ TL G 1.074 10 4
= = =
radians revolutions
9.2.6 Shear Stress Equations (9.2) and (9.3) may also be used to determine the variation of shear stress through a shaft:
Gr L Gr TL = . L GJ Tr J
(9.4)
52
max =
TRo/J
min =
max =
TRo/J
TRi/J
r
Ro Ri Ro
(a)
Figure 9.7
(b)
9.2.7 Example: Maximum shear stress in a solid shaft For the 50mm diameter solid shaft in Figure 9.12 calculate the maximum shear stress. Use J = 6.13510-7 m4.
50mm 2.5kNm 2.5kNm
Figure 9.8
max =
= = =
53
9.3.1 Stress at a cross-section Equation (9.4) was derived for a simple shaft with torques applied to each end. However, it may also be used to determine the stress distribution on a cross-section for shafts of variable cross-section or where torques are applied at a location between the ends of the shaft. All that is required is knowledge of the torque applied at the cross-section of interest, which may be obtained from consideration of a Free Body Diagram with one end of the FBD being at the section of interest.
TA TB TA TB L AB B TC C D TD 0<L<L BC B L T BC
(a)
(b)
Figure 9.9
Consider the shaft ABCD shown in Figure 9.9 with torques TA, TB, TC and TD applied at points A, B, C and D respectively. To determine the cross-sectional stress distribution in the shaft in length BC divide the shaft into appropriate FBDs at the section of interest (in this case a distance of L from point B) and solve for the torque (TBC) in length BC.
shaft axis
= TA TB TBC = 0 TBC = TA TB
Knowing TBC, equation (9.4) may now be used to determine the stress distribution at any cross-section in length BC. 9.3.2 Twist in a multi-length shaft Equation (9.3) for the angle of twist in a length of shaft may only be used if the length of shaft considered is: of constant G (i.e. homogeneous), has a uniform cross-section (i.e. is of constant J) and has no internal point torsion loads (i.e. has constant torque along the length of shaft). If as in Figure 9.9 the shaft is subjected to torques at locations other than the ends or has changes in crosssection, then the shaft must be divided up into lengths (IJ) that meet the above criteria and the angle of twist for each length determined separately. The sum of the separate angles of twist will equal the total twist of the shaft such that the angle of twist of a multi-length shaft may be written as:
(9.5)
In the example of Figure 9.9, the angle of twist at the cross-section of interest, relative to section A, is the sum of the twist in length LAB plus the twist in the length L (only two lengths are considered as the as the point of application of torque TB and the change in cross-section coincide). Thus the twist (relative to point A) at a distance L from B may be written as:
54
J = 2m4
J = 1m4
2kNm
12kNm
8kNm
6kNm
3m
2m
2m
1m
Figure 9.10
55
9.4.1 Simplified method for Circular Cross-Sections The Polar second moment of area of an Area is defined as:
J = r 2 dA
A
(9.6)
For a circular cross-section the simplest elemental area to consider is a very thin disk as shown in Figure 9.11.
dA=2 r.dr
Ro
dr
r
Ri
Figure 9.11
In Figure 9.11, dA = 2 r.dr, and the total area will be integrated across if r is considered to vary from the inner radius Ri to the outer radius Ro. Therefore J may be written as:
J = 2r 3 dr =
Ri
Ro
( Ro Ri )
4 4
Ro 4
2
9.4.2 Units Equation (9.6) shows that J will have general units of Length4 (L4 ). In the SI system this will commonly be m4 or mm4.
56
80mm 2.5kNm
(a)
(b)
Figure 9.12
Maximum shear stress in solid shaft is found using equations (9.4) and (9.7):
max =
= =
TRo TRo = 4 J 2 Ro
Ro
The inner radius of the hollow shaft is found using the same equations (but different version of equation (9.7) to account for difference in J):
max =
= = = =
TRo J
min =
= = = =
TRi J
Ri Ro
57
54mm
B
44mm
C
44mm
D
36mm
Figure 9.13
axis
=0=
max =
=
FBD for length BC
1.2kNm 2.4kNm
TRo J
TBC
M
44mm
axis
=0= TRo J
max =
=
58
0.05m
0.03m
0.04m
C
Figure 9.14
The twist in a stepped shaft is calculated from equation (9.5) considering lengths of constant G, constant cross-section and constant torque. As G is constant throughout and there are no torques applied between A and D only have to break the shaft down into lengths of constant cross-section. Therefore from equation (9.5):
=
=
T AB L AB TBC LBC TCD LCD T L AB LBC LCD + + + + = {as T and G constant} G AB J AB GBC J BC GCD J CD G J AB J BC J CD L L 2T L 2 2000 0.05 0.03 0.04 4 AB 4 = + 4BC + 4CD = + + 9 4 4 4 G Ro Ri AB Ro BC Ro CD 79 10 0.0175 0.0125 0.0175 0.0125 4 = 0.0432rads = 2.47
( )
( )
59
9.5.1 Relationship between Power and Torque A power transmission shaft is normally specified by the amount of power it needs to transfer and the rotational speed at which that power is to be transferred. Power is related to torque by the angular velocity of the shaft ( ) by the equation.
P = T = T .( 2f )
(9.8)
Which also relates power to the rotational frequency of the shaft (rotations per second). Therefore, if the power and speed requirements of a shaft are known, the diameter of the shaft and wall thickness may be determined by combining Equations (9.3), (9.4) and (9.8). 9.5.2 Example - Design of Formula 1 car power transmission shaft Design the lightest power transmission shaft for driving a Formula 1 car wheel. Consider the full engine power capability as being transferred to the wheels, i.e. 350hp per wheel. The shaft must be capable of 1700rpm. The chassis designer advises you that the largest diameter the shaft may be is 35mm. A titanium shaft may be used with an allowable shear stress of 500MPa. Convert to SI units: 1hp = 0.7457kW 700hp = 522kW 1rpm = 2 /60 rad/sec 1700rpm = 178.0 rad/sec Calculate Torque to be transmitted:
T=
max =
TRo TRo = 4 J 2 Ro 2T
Ro = 3
max
=3
Therefore cross-sectional area of solid tube is .(15.5)2 = 756.0 mm2 Calculate the inner radius for a hollow shaft with an outer diameter of 35mm:
max =
TRo = J
(R
4 o
Ri4 =
max
2TRo
4 Ri = 4 Ro
max
2TRo
= 4 0.01754
Therefore cross-sectional area of hollow tube is .(17.52 13.02) = 431.2 mm2. As mass = density volume = density length area, the lightest shaft will be the shaft with the smallest cross-sectional area which is the hollow shaft with external diameter of 35 mm and internal diameter of 26mm.
9.6
9.6.1 Introduction As with the normal and shear stress statically indeterminate problems discussed earlier static indeterminacy can also be encountered in torsional problems. In such cases the distribution of torque through a combination of shafts cannot be determined by simply using a FBD alone (statics). In general the method of solution is to look for geometric compatibility in the various shafts under consideration
60
0.05m
0.076m
0.06m
TB
0.5m
Figure 9.15
Step 1: Draw FBD of the end plate at B to get an expression relating the torque in the aluminium tube (TAB-Al ), the torque in the steel shaft (TABSt) and the applied torque TB Step 2: Relate the deflections of the tube and the shaft to gain a second expression relating TAB-Al and TAB
St
Step 3: Calculate the maximum allowable TAB-Al and TABSt Step 4: Solve for TB
61
10.1.1 Pure shear = bi-axial tension/compression Previous sections have shown that a state of pure shear stress (which is the state of stress due to torsion) is equivalent to two equal and opposite direct stresses at right angles on planes at 450 to the shear stresses. Hence in torsion, the pure state of shear stress shown in element a of Figure 10.1, may also be considered as shown in element b (with = ).
=-
45
=-
Figure 10.1
The tensile stress at 45 to the axis explains why brittle materials in torsion fracture on a 45 helix (this occurs when (= ) > uts). Figure 10.2(a) shows a ductile failure dominated by shear and Figure 10.2(b) a brittle failure dominated by tension.
(a)
(b)
Figure 10.2
62
45
Figure 10.3
As torsion is a state of pure shear, the maximum tensile stress on the weld will be equal in magnitude to the maximum shear stress in the pipe as shown in Figure 10.1 (note the different orientation of the Torques reverses the directions of the shears and hence the tensile stresses). Therefore:
max = max =
Tmax
85 10 6 (0.14 0.09 4 )
2 0.1
= 45.9kNm
10.2
xy
C y
xy
Figure 10.4
The stresses on an element in a component subjected to combined 2D loading (assuming no through thickness stresses, i.e. plane stress) are schematically shown in Figure 10.4. The element ABCD shown is taken of unit thickness and stresses are not to vary in the thickness direction. The reference system of coordinate axes are as shown. The normal stresses acting on the x and y faces are respectively x and y. The
63
10.3
Consider rotating the element ABCD by an angle to the x-axis so that it now has axes of x and y orientated at angle to the x and y axes. To determine the new stresses x, y and xy on the element in terms of the original stresses consider the free body diagram of a prismatic element ADE and the stresses acting on it are as shown in Figure 10.5. The normal stress x and shear stress xy act on the plane AE and maintain the equilibrium of the prismatic element.
y'
xy
x'
x
y' A
x'
xy
B A C
Area = Acos x D D
Area = A
xy
xy
Area = Asin
y
Figure 10.5
The stresses x and xy are obtained by resolution of forces in the respective directions.
F F
x' y'
= x ' . A x . A cos . cos xy . A cos . sin y . A sin . sin xy . A sin . cos = 0 = x ' y ' A + x .A cos . sin xy . A cos . cos y . A sin . cos + xy . A sin . sin = 0
x' =
x + y
2 2
x y
2
cos 2 + xy sin 2
(10.1)
x' y ' =
x y
sin 2 + xy cos 2
(10.2)
The stress in the y direction may be determined by replacing with ( + /2) to give:
y' =
x + y
2
x y
2
cos 2 xy sin 2
(10.3)
64
x + y x' 2 x'y'
2
2 + xy
ave
+ 2
x
R=
+
2 x'y '
(10.4)
2 xy
x'
ave
)2 +
= R2
(10.5)
x
ave
and
xy
x'y
x'
min
ave
max
Figure 10.6
min
= ave R =
+ 2
2 xy
max
= ave + R =
+ 2
2 xy
max and min are called Principal stresses and planes on which these stresses act are called Principal
planes. To find out what angle p the element ABCD has to be rotated to develop these principal stresses on its edges observe that at the point when the principal stresses are developed the shear stress is equal to zero. Therefore using equation 10.6 and setting xy = 0 gives:
65
tan 2 p =
2 xy
x y
(10.6)
The maximum shear stress that can be developed on the element is equal to the magnitude of the radius of the circle:
= R=
2 xy
(10.7)
ave
when this maximum shear stress is achieved the axial stresses on the element are equal to 10.4 or 10.6 may be used to determine the rotation of the element to create this stress state:
so equations
tan 2 s =
x y 2 xy
(10.8)
These equations may then be used to determine the stress on an element as it is rotated through a stress field. Importantly it allows the maximum (principal stresses to be determined and the orientation at which they occur. This helps an engineer to determine along which plane a structure is likely to fail.
10.5
Graphical representation of stresses in 2-D. Given the stresses x, y and xy acting on the x and y planes at a point (either on the surface or inside) on a
structure, equations 10.4 and 10.5 can be used to calculate the normal and shear stresses on any other plane at that point. The planes on which maximum normal and shear stresses act and the magnitudes of these stresses can also be found. A simple graphical procedure (developed by German engineer Otto Mohr) can be followed to obtain the same results whilst avoiding lengthy and repetitive calculations. Mohrs procedure is based upon the observation that for any plane at that position (i.e. for any value of ), if the stresses are plotted on a graph of versus all of the points obtained will lie on a circle. Knowing the normal and shear stresses on planes normal to x and y (arbitrary) axes at any point in a structure the following elemental diagrams and Mohrs circle may be drawn.
Pt B (
y,
xy)
xy
xy
xy
x y
Pt A (
x , xy)
ave
2
1
Figure 10.7
66
&
xy)
ii.
Chose an appropriate origin for the and co-ordinate axes. Select a suitable scale, common for both the and axes. Use of graph paper is advantageous. The positive axis is considered to be a shear stress that wants to rotate the element clockwise. Remember the jingle As in the kitchen the clock is above the counter. Locate points A ( x, xy) and B ( y, xy) to represent the elemental stresses on the x and y planes. Note x or y could be positive, zero or negative but Mohrs method still works. Join AB. The intersection of line AB with the axis is the centre for the Mohrs circle with a coordinate of ( ave, 0). Construct the Mohrs circle with AB as diameter. The intercepts of the circle with axis (at 1 and 2) having stresses 1 and 2 are the principal stresses (maximum and minimum stresses).
Recognise that from equation 10.11, the angle (2 p) is the angle between the x and 1 axes. So to orientate the element with the maximum principal stress (1) occuring on the x face the element must be rotated p in the same sense as point A must be rotated to move point A to the point of maximum stress. vii. When rotating point A by p, point B moves to a position of minimum stress so the element is under pure bi-axial stress with the principal stresses applied (i.e. there are no shear stresses on the element in this orientation). To orientated the element so that the maximum stress occurs on the y face the element must be rotated 90 + p. viii. To find the stresses on an element at any particular angle to the x axis simply rotate the line AB an angle corresponding to twice the element rotation (in the same sense) and calculate new values for the axial and shear stresses (see Figure 10.8).
Pt B (
y,
xy)
Pt B (
y ,
xy)
xy
xy
2
y
y x
Pt A (
xy
x ,
xy)
Pt A (
x,
xy)
Figure 10.8
67
Example
An element of an engineering structure experiences a state of plane stress with x = 50MPa, y = -10MPa and xy = 40MPa. (a) Determine the principal planes and principal stresses, (b) determine the plane and stress components exerted on the element when it is subject to maximum shear stress and (c) if the material from which the element is made has maximum allowable tensile, compressive and shear stresses of 100MPa, -110MPa and 50MPa respectively predict whether the structure is likely to fail in this stress state.
ave
+ 2
x
=
y
50 10 = 20MPa 2
2
R=
2 xy
50 + 10 2 = +40 = 50MPa 2
Mohrs circle for this stress state is shown in Figure 10.9. From this diagram it is obvious that:
min
max
max
-10
40
min p
Pt B (-10, 40)
50
x
s
ave
min
2 2
s
max
ave
max
max
Pt A (50, 40)
ave
= 20
ave
ave
Figure 10.9
68
6kNm
20kNm
8kNm
2kNm
16kNm
10kNm
1.2m
1.4m
0.6m
1.0m
1.4m
1.8m
1.6m
Answers (26kNm, 20kNm, 0kNm, 8kNm, 6kNm, -10kNm) 2.2 Determine the torque required to cause an angle of twist of 5 in an aluminium tube of length 4ft with a polar second moment of area of 0.4in4 (Use G = 3.9106psi). How much longer would the tube have to be to see an end-to-end twist of 7.5? If the outer diameter of the tube is 0.75in and the inner diameter 0.5in, what are the mean and minimum shear stresses in the tube? Answers (2.84kip.in, 2ft, 4431psi, 3545psi) 2.3 A 6ft long aluminium rod (G = 3.9106psi) is bonded to a 4ft long brass rod (G = 5.6106psi). Both rods are 0.5in in diameter and the free end of the brass rod is fixed to a rigid support. A 300lb.in torque is applied to the free end of the aluminium rod so that the maximum stress in the brass/aluminium composite rod is 12.225ksi. Determine the angle of twist at (a) the aluminium/brass joint and (b) the free end of the aluminium rod. Answers (24, 75.7) 2.4 A pulley shaft has three pulleys loaded as shown. The length of shaft between end A and pulley B is 0.6m, 0.8m between pulleys B and C, 1.0m between pulleys C and D and 0.5m between pulley D and end E. The shaft is made of steel (G = 27GPa). Determine (a) the angle of twist between C and B and (b) D and B.
400N m 900Nm 500N m
30mm
A B C D E
Answers (8.54, 2.11) 2.5 A composite torsion bar is made from a 0.5m length of solid circular cross-section aluminium bonded endto-end with a 0.25m length of solid circular cross-section brass. If a torque of 1250Nm is applied determine the required diameters of the two sections of the torsion bar. The maximum allowable stress in the brass rod is 50MPa and 25MPa in the aluminium. Answers (Al 63.4mm, B 50.3mm)
69
T A r L 2r B
2.7 A thin tube of outer diameter 60 mm is required to carry a torque of 150,000 Nmm. The shear stress must not exceed 27 N/mm2. a. What is the required wall thickness of the tube? Answer (1.03mm) 2.8 A hollow shaft is 50mm outside diameter and 30mm internal diameter. An applied torque of 1.6kNm is found to produce an angular twist of 0.4, measured on a length of 0.2m of the shaft. Calculate: a. The modulus of rigidity of the shaft material, and b. the maximum power which could be transmitted by the shaft at 2000 rpm if the maximum allowable shearing stress is 65 MN/m2. Answers (86 GN/m2, 2897 kW) 2.9 A hollow cylindrical steel (Modulus of Rigidity = 12106 lbf/in2) shaft, 5 in. outside diameter and 3 in. inside diameter, has a maximum shear stress of 8000 lbf/in2 : a. What power can be delivered at 200 rpm? b. What is the maximum angle of twist in a 50 ft. length of the shaft? c. What percentage stronger would the shaft be if it were solid having the same outside diameter? Answers (404.9kW, 9.17, 14.90%) 2.10 A solid circular shaft of diameter D has to transit power P at a given speed of m rpm. A hollow tubular shaft, with an inside diameter equal to 2/3 of its outside diameter, transmits the same power at the same speed and the maximum permissible shear stress is the same for each shaft. Find the ratio of the weights of the two shafts. Answer (Solid/Hollow = 1.55)
70
40mm
100Nm
20mm
B
300mm
Answers (51.61Nm, 48.39Nm, 0.441) 2.12 A composite shaft with a steel core and an aluminium outer (cross-section shown below) is 100mm long and is rigidly clamped at both ends. A torque of 122.5 Nm is applied 40mm from one end. Find a. the torque transmitted to each end, b. the rotation of the plane of application of the torque and c. the maximum shear stress in the bar.
= 0.30 = 0.25
Answers (73.5 Nm and 49 Nm, 3.6210-4 rads, 6.762 MPa) 2.13 A horizontal shaft, securely fixed at each end has a free length of 10m. Viewed from one of the shaft ends, axial couples of 30kNm clockwise and 40kNm counter-clockwise act on the shaft at distances of 4m and 7m respectively from the viewed end. Determine: a. the end fixing couples in magnitude and direction and b. the diameter of the solid shaft for a maximum shearing stress of 60 MN/m. c. Draw a diagram to show how a line, originally parallel to the axis on the outer surface of the shaft will appear after the application of the couples and find the position along the (in metres) where the shaft suffers no angular twist. Answers (6 kNm and 16 kNm, d = 0.127m, x = 5m)
71
72