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DesignforReliability
Book: AdvancedEngineeringDesign,edition2015
Website:www.engineeringabc.com
SolutionsManual:LastupdateSept2,2015
Dr.ir.AntonvanBeek
DelftUniversityofTechnology
MechanicalEngineering
Recentupdates:
Designforlifetimeperformanceandreliability
Designforlifetimeperformanceandreliability
ProblemsChapter1
Problem1.1:L10servicelife
Consideraquantityof10componentsthatallfailwithinayearofservice.CalculatetheL10servicelife
with90%reliabilityand10%failureprobabilityassuminganormalfailuredistribution.
Months
10
11
12
Failures
Problem1.2:Tolerancefield
Thediameterofabatchofshaftsisnormallydistributed
with99.7%oftheshaftswithinthetolerancefield20h9,it
isbetween20mm+0/52m.
Calculatethesizeofthetolerancefieldwith95%
probability.
Problem1.3:Drivingtorqueinterferencefit
Aninterferencefitisrealizedwith20H7/r6hole/shafttolerances.The
dimensionsofthecomponentsareassumedtobenormallydistributed.
Thestandarddeviationiscalculatedfromtheassumptionthatthe
toleranceintervalisa3interval.Linearelasticdeformationistobe
consideredwhichimpliesthetorquethatcanbetransmittedis
proportionaltothediametricalinterference.
Thetorquethatcanbetransmitted,basedonthemeanvalueofthediametricalinterference,isT50[Nm].
Itisthetorquewith50%failureprobability.Thetorquethatcanbetransmittedwith1%failure
probabilityisdenotedasT1.
Thevariationofperformance,relativetothemean,isameasureofreliability.Thecoefficientofvariation
isdefinedasCV=deviation/mean.CalculateCV=(T50T1)/T50.
Problem1.4:Drivingtorquetaperedshafthubs
ThetorqueTthatcanbetransmittedbyataperedshafthubconnection
isproportionaltotheclampingforce,i.e.theboltpreloadFi.Thepreload
FiisproportionaltoMA/whereMAisthetighteningtorquethe
coefficientoffrictioninthescrewassembly.Thecoefficientoffriction
ismanagedbyusingaproperthreadlubricantandvariesbetween0.12
and0.16.CalculatethecoefficientofvariationCV=(T50Tmin)/T50where
Tministheleasttorquethatcanbetransmittedbytheshafthub
connection.
Designforlifetimeperformanceandreliability
Problem1.5:Interferencefitwithhollowshaft
Agearistobepressfittedoverahollowshaftof20mmdiameter.
Considertheinterference=0.150.05mm.Thestrainisthatmuchthat
thehollowshaftwilldeformplastically.
Thetensilestressintheplasticregimevariesmuchlesswiththestrain
thanintheelasticregime.
Thetensilestressintheplasticregimeofthesteelshaftisapproximated
bylinearinterpolationbetween(g=0.005)=350MPaand(g=0.01)=
450MPa.CalculatethecoefficientofvariationCV=(T50Tmin)/T50where
Tministhedrivingtorquethatcanbeguaranteedforallconnections.
Problem1.6:Chaindimensioning
Theillustrationbelowshowsasimple
drawingofapartmadebymilling.
Calculatethesymmetricaltolerance
intervalofAwith99%probability,
assumingalltolerancesarenormally
distributedwithinthe3intervaland
independent.
Problem1.7:Numberofmeasurementsneededtoobtainareliableestimation
Whenthemeasurementofthecoefficientoffrictionisrepeatedonewillfindalargevariation.Consider
themeasuredvalues0.11,0.12,0.13,0.14and0.15.
a)Calculatethe95%intervaloverwhichthecoefficientoffrictionmaylie.
b)Whatnumberofmeasurementsareneededtoestimatethemeanwith95%reliabilitywithin0.01
accuracy?
Designforlifetimeperformanceandreliability
Problem1.8:Estimationofserviceinterval
Fromaseriesofexperimentsitis
foundthatthecomponentlifeis=
150103kmand=20103km.A
componentreliabilityof90%is
specifiedwithL10,of99%withL1.
CalculatethevalueL10andL1andthe
ratioa1=L1/L10.
Problem1.9:ConversionofMTBFtoReliability
a)
EstimatetheMTBFforN=10devicesthatare
testedforTtest=500hoursandduringthetestr=2
failuresoccur.
b)
Estimatetheprobabilitythatanyoneparticular
devicewillbeoperationalatthetimeequaltothe
MTBF?
c)
Estimatetheprobabilitythatthecomponentwill
workfor50%oftheMTBF
d)
EstimatethepercentageoftheMTBFwhere
R(t)=0.95.
Problem1.10:FaultTreeAnalysis
Considerthefaulttreewiththecomponentreliabilitygiveninthetablebelowandcalculatethefailure
probabilityF(t)ofthesystemforaservicelifet.
R(t)
0.9
0.85
0.9
0.7
0.95
0.8
0.99
Designforlifetimeperformanceandreliability
Problem1.11:Bearingreliability,deepgrooveballbearing
CalculatetheoperatingreliabilityR(t=1000hr)ofadeepgrooveball
bearing.ThecalculatedL10lifeexpectancyoftheballbearingisL10=
500A106rev.Therotationalspeedis4000rpm.
Hint:ThelifeexpectancyoftheballbearingsisrelatedtotheL10basic
ratinglifeaccording(eq.1.18,page19).
Problem1.12:ReliabilityfactorforFatiguestrength
Apowersupplyiscooledby3fans.Thecorrectfunctioningofatleast
oneofthethreefansisrequiredtomaintainsufficientcooling.The
operatingreliabilityofthesystemneedstobe99%foraservicelifeof
10.000hr,Rs(10.000hr)=0.99.Therotationalspeedis4000rpm.
a)EstimatetherequiredoperatingreliabilityRjoftheindividualfans.
b)CalculatetherequiredL10hoftheindividualbearings.
c)CalculateC/P
Problem1.13:ReliabilityfactorforFatiguestrength
Datapublishedoftheendurancestrengtharealwaysmeanvalues.In
Norton(2000)isreportedthatthestandarddeviationoftheendurance
strengthofsteelsseldomexceeds8%oftheirmean.Estimateacorrection
factorfortheendurancestrengthifa99%probabilityisrequired.
Problem1.14:Componentreliability
Calculatethecomponentreliabilityofadriveshaft
(motorshaft)loadedintheHighCycleFatigue(HCF)
regimewithLn=2A105loadcycles.
ConsiderthecalculatedfatiguelifeofL50=3A105
loadcyclesandastandarddeviationof=0.2.
Designforlifetimeperformanceandreliability
Problem1.15:Stressconcentrationfactor
"Achainisonlyasstrongasitsweakestlink,regardlessofthestrengthofthestrongerlinks".Doyou
agreeandwhatdoyouthinkaboutthereliabilityifthefailuremodeisfatigue?
Problem1.16:Systemreliability
CalculatethefailureprobabilityF(100hr)oftwo
criticalcomponentsofasystemconnectedinseries.
Fromproductcataloguesitisfoundthatthereliability
ofonecomponentisspecifiedwith=150hrand=
30.5hr,theothercomponentisspecifiedwith=120
hrand=10.2hr.
Hint:firststepistocalculateR(t)ofbothcomponents.
Problem1.17:Systemreliability
Aheavydutymotorizedframefeaturesaquaddrive
systemusingtwohighpowerDCmotorsandfourdrive
belts.Allfourbeltsarerequiredtomaintainoptimal
control.Fromfieldtestingitisfoundthattheservicelife
ofthebeltsunderheavydutyoperatingconditionsis
normallydistributedwithamean=200hranda
standarddeviationof=0.2. Calculatetheoperating
reliabilityofthesetof4beltsforaservicelifeof150hr.
Problem1.18:Systemreliability
ThereisaruleofthumbthatsaysthatthebearingloadPrelated
tothedynamicloadratingofthebearingCis:
LightloadedbearingsP#0.06C
Normalloadedbearings0.06C<P#0.12C
HeavilyloadedbearingsP>0.12C
Consideramotordriveequippedwithtwoballbearings.Oneof
thebearingsisloadedwithP=0.1C,whereCisthedynamicload
ratingofbearingtype16004,C=7.28kN.Themotorrotateswith
n=1400rpmduring8hoursaday,5daysaweekitis1920
hr/year.Calculatethelifeexpectancy[years]ofthisbearingwith1%failureprobability.
Hint:FirstcalculatedL10andL10h.ThelifeexpectancyLnaofballbearingsisrelatedtotheL10basicrating
lifeaccordingLna=a1L10(eq.1.18page19).
Designforlifetimeperformanceandreliability
Problem1.19:Systemreliability
Consideramotordriveequippedwithtwoballbearings.Thelife
expectancyofthebearingsiscalculatedasL10h=12,000hrand
L10h=16,000hourrespectively.Calculatethesystem(motor)
reliabilityforaservicelifeof10,000hour.
a)ThelifeexpectancyLnaoftheballbearingsisrelatedtotheL10
basicratinglifeaccordingLna=a1L10(eq.1.18page19)wherea1
isthereliabilityfactorderivedfromastatisticalWeibull
distribution.
b)Itisassumedthatthefailuredistributionf(t)ofthebearingsis
bestfittedbyaWeibullFailureDistributionfunctionwithshapefactor=1.5(Eq.1.5page12).
Problem1.20:Systemreliability
Theoperatingreliabilityofaproductionlineneedstobe
estimated.Theproductionlineconsistsof6identicalpick
andplaceunitswithsimilaroperatingconditions.
Themostcriticalcomponentsoftheindividualpickandplace
unitsareidentifiedusinganFMEAprocedure.Theoperating
reliabilityofthesecomponentsareestablishedandfinally
presentedinafaulttree.
Calculatedvalueoftheoperating
reliabilityoftheproductionlineR(t).
Whichofthecomponentswouldyou
selecttoimproveitsoperating
reliabilityby5percentinorderto
improvethesystemreliability?
Designforlifetimeperformanceandreliability
Problem1.21:Systemreliability
Amonitoringunitisappliedtoregisterasafunctionoftime
unexpectedmachinestandstillwhichiscausedbyaspecific
componentinthepickandplaceunits.Theservicelifet(hr)
ofthiscomponentisderivedfromthemonitoreddataand
listedinthetablebelow.
Servicelifet(hr)ofthecriticalcomponent
590 420 520 480 490 510 450
480
Calculatetherequiredmaintenanceintervalinorderto
replacethiscomponentinallpickandplaceunitsintime.
Thereliabilityoftheindividualpickandplaceunitsshouldbe
atleastR(t)=0.99.Whatist?
Problem1.22:Precisionandaccuracy
Repeatability(precision)istheerrorbetweenanumberof
successiveattemptstomovethemachinetothesame
position.Repeatabilitycanberepresentedbytheinterval
whichcontainsN%ofthemeasuredpositions.
Accuracyisthedifferencebetweentheintendedposition
andthemeanofthemeasuredpositions.The
rootmeansquaredeviation(RMSD)orrootmeansquare
error(RMSE)isafrequentlyusedmeasureforaccuracy.The
accuracycanbeimprovedbyadjustingtheoffset.The
precisionremainsthesame.
Resolutionisthesmallestpossiblemovementofasystemwhenactuated.Alsoknownasthestepsize.
Theresolutionofaninstrumentisthesmallestincrementthatthegagedisplays.
Consideranintendedpositionofxtarget=40mmandarangeofmeasuredxdata:
40.12,40.07,39.9839.9540.02mm.Calculatetheachievedaccuracyandtherepeatabilitywithinthe
95%confidenceinterval.Whatistheresolutionofthecalipershownabove?
10
Designforlifetimeperformanceandreliability
Problem1.23:Precisionandaccuracyofasteppermotor
ConsideralinearmotionsystemthatconsistsofaNEMA17sizehybrid
steppingmotorconnectedtoatrapezoidaldrivespindle.
TheNEMA17sizehybridsteppingmotorprovidesa1.8stepangle
(200steps/revolution)suitableforaholdingtorqueof3.2kgcm
(0.134Nm).Standardsteppermotorshaveanaccuracyof5%.The
errordoesnogaccumulatestepbystep.
Therotationofthesteppermotoristransferredinlinearmotionusing
adrivespindlewithatrapezoidalthreadTr12xP3.Thetravellengthof
thelinearmotionsystemiss=0.1m.Deformationsinthedrive
spindleareneglected.
a)
b)
c)
Calculatetheresolutionforlinearmotion.
Calculatetherepeatabilityintervalforlinearmotion.
Calculatethemaximumoffsetofthelinearmotionsystemexpressedasapercentageofthe
travellength,affectedbytheaccuracyofthesteppermotor.Themaximumoffsetisthe
maximumvalueofthedifferencebetweentheintendedpositionandtheachievedposition.
Problem1.24:Hysteresiserrorfromfrictioninthedrivespindle
Inthefigurebelowalinearmotionaxisofamillingmachineisshownactuatedbyaservomotor.The
systemaccuracysuffersfromtheWindupoftheleadscrew.TheWindupofdriveshaftsisdefined
asthetorsionangle.Itisassumedthatthedisplacementofthecarriageissetbytherotationangleofa
steppermotor.Thedrivetorqueispresentinonedirectionofmotion.
ScrewlengthL=1m
TrapezoidalthreadTr12xP3
Pitchdiameterd2=10.5mm
ShearmodulusG=80GPa
DrivetorqueTdyn=26Nm
DrivetorqueTstat=1.2Tdyn
v=0.1m/s
a)
Calculatethehysteresiserrorresultingfromthefrictioninthedrivespindle.
b)
Calculatethefluctuationandfrequencyofthestickslipmovementassumingthatthedriving
torqueis20%higherbystaticfriction,beforethemotionstarts.Thecarriageisdrivenwithv=0.1
m/s(Hint:Figure1.26page30).
c)
Calculatethedisplacementofthecarriagebyfrictionalheatinginthenutspindleinterface.One
ofthebearingsinthemotordriveisthelocatingbearingofthedrivespindle.Consideramean
valueoftemperatureincreaseoverthespindleof10EC.Thethermalexpansioncoefficientis
=12106/K.
Designforlifetimeperformanceandreliability
11
Problem1.25:Hysteresiserrorfromfrictioninthedovetailslide
Inthefigurebelowalinearmotionaxisofamillingmachineisshownactuatedbyaservomotor.The
systemaccuracysuffersfromthefrictioninthedovetailslideofthecarriageandtheresulting
hysteresiserror.Itisassumedthatthedisplacementofthecarriageissetbytherotationangleofa
steppermotor.Thefrictionispresentinbothdirectionsofmotion.
ScrewlengthL=1m
TrapezoidalthreadTr12xP3
Pitchdiameterd2=10.5mm
EmodulusE=210GPa
Coefficientoffriction=0.15
NormalloadF=2000N
a)
b)
Calculatethehysteresiserrorresultingfromthefrictioninthedovetailslide.
Calculatethefluctuationandfrequencyofthestickslipmovementthatoccursifthecoefficient
offrictionvariesbetweens=0.25andd=0.1andtheslidingvelocityv=0.1m/s(Hint:Figure1.26
page30).
Problem1.26:Hysteresiserrorfromfrictioninafrictionjoint
Manyworklampsusefrictionjoints,soyoucaneasily
directthelightwhereyouwantit.Consideralamparm
withtwolegsofunequallengthinthepositionas
illustrated.Thefrictionjointsshouldmaintainafixed
clampingforaloaduptoF=10Nandwillslipwhenthe
lamparmisloadedwithahigherload.Calculatethe
hysteresisofthismechanism(virtualplay,bidirectional).
Consider:ArmlengthsL1=0.3mandL2=0.3m.Thearms
aremadeofhollowsteelpipes,E=210GPa,D=10mm
andd=8mm.
Problem1.27:Hysteresiserrorinarobotarm
Considerasimplifiedmodelofarobotarmthatis
actuatedbyasteppermotorusing200steps/rotation.
ThebeamlengthLmeasuredfromtheshaftcentreof
thesteppermotortothepointofcontactbetweenthe
pencilandthepaperisL=0.2m.Thebeamismadeof
steelwithE=210GPa.Thebeamhasadiameterof
d=5mmandisconsideredtobeloadedinpure
bending.Thefrictionforcebetweenthepencilandthe
paperisFf=2N.
12
Designforlifetimeperformanceandreliability
a)
Calculatethevirtualplayasaresultoftheelasticityoftherobotarm.Hint:thevirtualplayis
definedasthedeflectionresultingfromabidirectionalmotion.
Calculatetheresolution[mm]ofthemovementasaresultofthesteppermotor.Hint:The
resolutionisthesmallestincrementalstepsize.
CalculatethefluctuationXofthestickslipmovementthatoccurs,whenthefrictionforcevaries
betweenFs=5NandFd=2andtheslidingvelocityv=0.1m/s(Hint:Figure1.26page130)
b)
c)
Problem1.28:Virtualplayerrorinarobotarm
Considertherobotarmdescribedinpreviousproblem.Therobotarmisactuatedinsuchawaythatthe
pencilshoulddisplaceLdn=5mm.Itisconsideredthatthetoptopvalueofthemovementisx=4
mm.
a)Iftheerrorbetweenactuationandobtaineddisplacementisexplainedbyvirtualplay.Howmuch
wouldthevirtualplaybe?
Problem1.29:Virtualplayindrivespindleassembly
Inthefigurebelowaleadscrewwithantibacklashsplitnutisshown.Theassemblyconsistsofa303
stainlesssteelacmeleadscrewmatedwithaselflubricatingpolyacetal(POMwith15%PTFE)nut.The
springpreloadeliminatesbacklashandcompensatesforwear.
Springpreloadedsystemscangenerallytransfertheactuationforceonlyinonedirection.For
bidirectionalactuationthespringpreloadmustexceedtheactuatingforce.Thelargepreloadthatis
requiredcausesextrafriction,wearandincreasesthehysteresiserrorofthemotionsystem.
Consideramotionsystemwherethedisplacementissetbytherotationangleofasteppermotor.The
systemaccuracysuffersfromthewindupoftheleadscrew.Thewindupisdefinedasthetorsionangle.
Itisaskedtocalculatethehysteresiserrorforabidirectionalmotionasaresultofthespringpreload.
ScrewlengthL=1m
TrapezoidalthreadTr12xP3
Pitchdiameterd2=10.5mm
ShearmodulusG=80GPa
Coefficientoffriction=0.15
InternalspringpreloadFi=500N
a)Calculatethefrictiontorqueofthecombinedsplitnut.
b)CalculatethehysteresiserrorforabidirectionalmotionwithzeropayloadandafrictionaltorqueofT=
1Nm.
Designforlifetimeperformanceandreliability
13
Problem1.30:Stickslipmotion
Amassofm=0.5kgispulledalongasurfaceusingaspringbalance.Thespringbalanceismovedwitha
constantvelocityofv=0.1m/s.Themotionexhibitsaclearstickslipbehaviour.Thereadingofthespring
balancevariesbetween8Nand14N.Thestiffnessofthespringk=1N/mm.
a)Calculatetheratiobetweenthestaticand
dynamiccoefficientoffriction.
b)Calculatethefluctuationofstickslip
motion.
c)Calculatethefrequencyofmotion.
d)Calculatethenaturalfrequencyofthemassspringsystem.
Problem1.31:Stickslipmotion
Oneoftheoptionsinamorphologicalmatrixtofulfiltheactuatorfunctioninalinearmotiondrive
systemisapneumaticcylinder.Thefrictionbetweenthepistonsealsandthecylindertypicallyresultsin
africtionasmodelledinFigure1.26page30.
Thesealfrictionishighestinthestatic
positionofthepistonandfallsdowntoa
verylowlevelbyelastohydrodynamic
lubricationwhenthepistonmoves.
ConsiderastartingpositionwithanairpressureequaltoaspringforceF0=500N(zerofriction).The
springstiffnessk=10N/mm.Nexttheairpressureisincreaseduntilthepistonstartstomove.Thepiston
startstomovewhentheairpressurehasincreasedby10%.Whenthepistonstartstomovethefriction
fallsdowntoapproximatezerolevel.Thepistonwillmakeastepforward.Thisprocessisrepeated.
Calculatethesmallestpossiblestepsizeinastepbystepmovementofthepiston.
Problem1.32:TrueorUntrue?
Readtherelatedchapterofthecoursebookbeforeansweringthetrue/untruestatements.These
statementsareusefultoverifywhetheryouunderstandthetheorydiscussedinthischapter.
1.
Qualityishowwellaproductconformstorequirementsatonepointoftime,themomentof
qualitycontrol(page40).
2.
Thequalityofalinearaxiscanbeexpressedintheprecisionandtheaccuracy(page40).
3.
Ahighqualitylinearaxiscanhaveapoorreliabilityandalinearaxiswithahighreliabilitycan
haveapoorquality(page40).
4.
ReliabilityR(t)istheextenttowhichaproductcontinuestoconformtorequirements.Reliability
R(t)equalsqualityovertime(page40).
5.
Iftheclampingforceofaninterferencefitusingpolymercomponentsmightfailbycreep
(requirementtotransmitatorque),thencreepisthefailuremode(page40).
6.
Iftheclampingforceofaninterferencefitusingpolymercomponentsmightfailbycreep,then
thelossofclampingforceisthefailuremechanism(page40).
14
Designforlifetimeperformanceandreliability
7.
Thekeyfunctionsofarollingbearingaretoenablefreemovementintheintendeddegreeof
freedomandinfinitestiffnessintheothers.Possiblefailuremodesofrollingbearingsare
jammingorshaftrunoutbyvibrations(page40).
8.
Surfacefatigueisapossiblefailuremodeofarollingbearing(page40).
9.
Thefailuremodeofabearingcausedbysurfacefatiguemightbethenoise/levelofvibrations
thatincreasesbysurfacefatigue.
10.
Thefailuremechanismthatcausedafailuremodecanberollingcontactfatigue,wearetc.(page
40).
11.
Possiblefailuremechanismsofrollingbearingsaresurfacefatigueandelasticindentationofthe
ballsintheraceways.Bothfailuremechanismsincreasethenoiselevelbyvibrations(page40).
12.
Runoutandvibrationsinrotatingbearingscreateanoffsetoftheshaftcenter.TheRMSEofthe
offsetisdefinedastherunningaccuracy(page22).
13.
Therootcausesoffailurescanintheoryinmostcasesbetracedbacktosomekindofahuman
error,e.g.designfailure,operationalfailure,maintenanceinducedfailure,specificationfailure
etc.(page40).
14.
Ifanunexpectedhighloadcausesacomponenttofailthantheunexpectedhighloadisthe
failuremode(page40).
15.
Accuracyofalinearaxisisthedifferencebetweentheintendedpositionofaspecificpointof
interestandthemeasuredposition.TheaccuracycanbeexpressedintheRMSEofanumberof
attempts(page22).
16.
Precision(Repeatability)istheerrorbetweenanumberofsuccessiveattemptstomovethe
machinetothesameposition.Theprecisioncanbecalculatedasthesymmetricintervalwhich
contains95%oftheattempts(page22).
17.
Resolutionisthesmallestpossiblemovementofasystemwhenactuated.Alsoknownasthestep
size(page22).
18.
Bidirectionalrepeatabilitymeasuresthecombinedprecisionandaccuracy(page22).
19.
Backlashisdefinedasthevirtualplaythatamechanicalstructureexhibitwhenactuatedby
reversedloading(page22).
20.
Iftheaccuracyofalinearaxisdegradesbywear,thenlossofaccuracyisthefailuremodeand
wearisthefailuremechanism.Thecauseoffailurecanbeanimpropermaterialselection.
Problem1.33:TrueorUntrue?
1.
Reliabilityisdefinedastheprobabilitythatasystemdeliverstherequiredperformanceduringa
certaintimeinterval(page11)
2.
ThefailureprobabilityF(t)foraservicelifetequaltothemeanvalueofthefailuredistribution
isF(t=)=50%(page13).
Designforlifetimeperformanceandreliability
15
3.
Systemreliabilitydecreaseswiththenumberofcomponentsconnectedinparallel(page16).
4.
FaultTreeanalysis(FTA)isusuallyconductedbeforeaFailureModeandEffectAnalysis(FMEA)in
ordertoidentifythepossiblefailuremodesofasystem(page20).
5.
FMEAgivesgoodinsightinsystemreliability,theprobabilitythatthesystemperformswell
duringacertaintimeinterval(page20).
6.
Proactivemaintenanceisperformedwiththegoaltoobtainagoodbalancebetween
maintenancecostsandoperationallosses(page20)
7.
Thefailureprobabilityoftwobearingsinamotordriveiscalculatedbymultiplyingthefailure
probabilityoftheindividualbearings(page19).
8.
Thereliabilityoftwobearingsinamotordriveiscalculatedbymultiplyingthereliabilityofthe
individualbearings(page19).
9.
Thesystemreliabilitywillincreasebyredundancy,itisbyconnectingcomponentsinparallel
(page16).
10.
Thefailureprobabilityofapowertransmission,usinganinterferencefit,thatneedstotransmit
atleastaspecifiedpower,isrepresentedbyatwosidedconfidenceinterval(page15).
16
Designforlifetimeperformanceandreliability
Answers
1.1)
1.2)
Themeanvalueofthediameteroftheshafts=19.74mm.The99.7%intervalisa3intervalwhich
resultsin=52m/6.The95%symmetricalinterval,with2.5%oneitherside,isbetweenzand+z
withz=1.96.Thisresultsinatoleranceintervalof2z=34m.
1.3)
20H7:Dmax=20mm+21m,Dmin=20mm+0m,Dmean=20mm+10.5m,D=21/6m
20r6:dmax=20mm+41m,dmin=20mm+28m,dmean=20mm+34.5m,d=(4128)/6m
Interferencemean50=34.5m10.5m=24m,InterferenceSD
Theminimumvalueofwith1%failureprobability
Coefficientofvariation,probabilistic:
thus,Tmin=0.6Tmean
Theworstcasescenarioisobtainedwiththemaximumborediameterandtheminimumshaftdiameter.
Theminimumvalueof(Deterministic):
and
1.4)
Themeanvalueofthecoefficientoffriction50=0.14.TheobtainedpreloadF,withgiventightening
torqueM,isminimalwhenthefrictioninfastenerwillhavethehighestvalue.
Torqueratio(worstcase):
whereTisthetorquethecanbetransmittedbytheclampingactionbetweentheshafthubinterface.
Comparedtotheinterferencefitwhichisdiscussedinpreviousproblem,amuchsmallervariationinthe
torqueisobtained,andthusamorereliableconnectionisachieved.Bycontrollingthefriction,the
reliabilityofthetaperedshafthubconnectioncanbeimprovedfurther.Besidesspeciallubricantsinthe
threadedarea,washersareoccasionallyusedasameansofminimisingfrictionalscatterfromtheheat
facefrictionduringtightening.
1.5)
Asmallvariationinthetorquetransmissionisfound,despitethelargetolerancefieldonthediameterof
thecomponents.
Torqueratio(worstcase):
Designforlifetimeperformanceandreliability
17
1.6)
Aruleofthumbsaysthatwithchaindimensioningtheprobabilisticvaluecanbeestimatedbythesquare
rootofthetolerances.Thiswouldresultin:A=o(0.22+0.12+0.22)=0.3
1.7)
Themeanvalueisthesameasthemedianinthiscase,=0.13.
The95%intervaloftheCOFoffrictionbecomes
Thestandarddeviationofthesamplemeanis
The95%reliabilityintervalofthesamplemeanis
Thenumberofexperimentsneededtohavea95%reliabilityoftheestimationofthemeanwithin0.01
accuracyis:
1.8)
Considersinglesidetruncationoftheprobabilitydensityfunction
Notethatwitha20%longerservicethefailureprobabilitywillincreaseto10%.
18
Designforlifetimeperformanceandreliability
1.9)
TheMeanTimeBetweenFailureMTBF=T/r=TtestAn/r=10A500/2=2500hr/failure
ThefailurerateistheinverseoftheMTBF,=1/MTBF=1/2500=0.04%/hr
ThereliabilityR(t)=exp(t)according(eq.1.4page12),R(MTBF)=exp(1)=0.37=37%
Theprobabilitythatthecomponentwillworkfor50%oftheMTBFisR(t)=exp(0.5)=0.61
R(t)=0.95isobtainedwithln(0.95)=0.0513MTBF,only5%oftheMTBF.
1.10) F(t)=1AABACA[1(1D)(1E)][1(1F)(1G)]=0.32
1.11)
1.12)
1.13)
Standarddeviation=0.08
Ln=z,99%reliability,n=1,z=2.33
L50=,50%reliability
Creliab=Ln/L50,L1/L50=(zA)/=0.814
ReliabilityfactorsCreliabfor=0.08
R(t)
50%
90%
99%
99.9%
Creliab
1.000
0.897
0.814
0.753
1.14)
1.15)
Achainwith100components(links)connectedinseriesandcomponentreliability0.99resultsina
systemreliabilityof0.99100=0.366.If,oneofthecomponentshascomponentreliability0.95(the
weakestlinkinthechain),thesystemreliabilitybecomes0.9999@0.95=0.351.TheconclusionisthatA
chainisonlyasstrongasitsweakestlinkisvalidinadeterministicapproach,anditisthecriteriumfor
failurebyoverload.Inthecaseofaprobabilisticapproachwhichisnecessaryforreliabilityanalysisifthe
failuremodeisfatigue,thereliabilityofallcomponentsmatter.
1.16)
1.17)
Designforlifetimeperformanceandreliability
1.18)
TheballbearingloadedwithP=0.1Cwillhavealifeexpectancywith1%failureprobabilityof1.3year.
1.19)
a)
b)
Weibullsreliabilityfunctionis(eq.1.5page12)
Considerbearing1:Substitutionof=1.5,R=0.9andt=L10h=16000hrresultsin=71724hr
Thereliabilityofbearing1forthelifeoft=10000hrcannowbesolved
Repeatingthemethodabovefortheotherbearingresultinthesystemreliability:
1.20)
A=0.95,B=0.9,C=0.8,D=0.7
RCD=1(1C)(1D)=0.94
Runit=AB(1(1C)(1D))=0.804
Rsystem=Runit6=0.27
ThereliabilityofthecomponentsAandBdominatethesystemreliability.
1.21)
1.22)
N=5,=40.028mm,=0.068mm,RMSE=0.067mm
a)Accuracy:0.067
b)Precisionwith95%confidenceinterval:1.96=0.134mm
c)Resolutionofthecaliperis0.01mm
95%confidenceintervalofaccuracy:
numberofexperimentsneededtodeterminetheaccuracywithina95%confidenceintervalof0.05
19
20
1.23)
a)
Designforlifetimeperformanceandreliability
Resolutionsteppermotor360/200=1.8E,resolutionforlinearmotionPh/200=0.015mm
b)
Repeatabilityintervalofthesteppermotor5%360/200=0.09E=0.18E.Forlinearmotion
0.05Ph/200=0.75m=1.5m.
c)
Themaximumoffsetis0.05Ph/200=0.75m.Themaximumoffsetasapercentageofthetravel
is0.75m/s=7.5104%.Notethattherelativeoffsetislargeforsmalldisplacements.
1.24)
a)
b)
AmplitudeofmotionisX/2=0.026mm
Thesameresultcanbefoundbyconsideringthevelocityinthescrewnutinterface:
c)
1.25)
a)
b)
1.26)
1.27)
Virtualplay:
b)
Resolution:
Notethattheresolutionisnotinfluencedbythevirtualplay.Explainedinotherwords:The
incrementalstepsizeisnotinfluencebytheloadinducederroriftheloadisheldconstant.
Stickslipfluctuationofmovement:
c)
1.28)
1.29)
Virtualplayis2mm.Thehysteresiserroristhedifferenceinmotionthatamechanicalstructure
exhibitbythereversaloftraveldirection.
Designforlifetimeperformanceandreliability
a)
21
ThetighteningtorqueMGofonehalfofthesplitnutiscalculatedusing
Theplussignreferstotightening,thetorquerequiredtounscrewtheotherhalfofthesplitnuis
calculatedbyusingtheminussign.Thetotaltorqueofthetwohalvesofthesplitnutis
Notethatthescrewisswitchedfromselflockingtonotselflockingwhenn=.Witharelative
smallcoefficientoffrictionthepreloadonthesecondhalfofthesplitnuthelpstoreducethe
torque.SubstitutionofthenumericaldatagivesMG=0.822Nm
b)
1.30)
a)
b)
c,d)
1.31)
Figure1.26page30:
22
Chapter3FatiguefailurePredictionandprevention
ProblemsChapter3
Problem3.1:Fatigueofabicyclefrontfork
Amanufacturerofmountainbikecomponentsdevelopedalightweightmagnesiumalloyfrontfork.
Unfortunately,theforkcrackedduringfieldtestingundernormalloadingconditionsafteronlyafew
roughrides.
Thedesignengineerwasaskedtochecktheforkdesignfor
stressconcentrations.Hemadeasolidmodelofthefork,
performed3Dstressanalysisinwhichthecriticalloadingfrom
brakingandhorizontal/verticalloadingofthefrontwheelwas
setasinput,optimizedthemodel'ssurfacemeshbycreatinga
finermesharoundthesmallholeslocatedatthebrake
connectionsandmadethestressconcentrationsvisible.The
stressanalysisproofedthatthecrackingexperiencedinthe
initialprototypetestingwasduetothepartdesign,notthe
materialpropertiesofmagnesium.
Thefirstrunshowedareasofhighstressbeyondthecritical
failurepoint.Thestressraisersweresmoothenedinsomeextra
iterations,makingmodificationstotheshapeofthedesignand
wallthickness.Themodifieddesignwasmanufacturedand
testedsuccessfully.
Toevaluatethepermissiblestressesindesignstageitis
importanttoknowinwhatfatigueregimetheforkwilloperate
duringitslife.WoulditbeintheLCForinHCFregime?
Problem3.2:Infinitelifedesigncardanjointsplineshaftloadedintorsion
Considerthecylindricalpartofadriveshaftcyclically
loadedintorsion.Theultimatetensilestressofthe
shaftisRm=500MPa.Theshaftoperatesinthe
infiniteliferegimewheree=0.5Rm(Table3.1page
80)ande=0.7e(eq.3.4page80)and=0.58e(von
Misess).TheyieldstressoftheshaftisRp0.2=0.6Rm
(nonalloyqualitysteelQuenchedandTempered,
page448).
CalculateDdyn/DstatwhereDdynistheshaftdiameter
requiredwhendynamicallyloadedandDstatwhen
staticallyloaded.
a)Stressconcentrationsareleftoutofconsideration.
b)ThestressconcentrationintheshoulderfilletisKt=1.7
Chapter3
FatiguefailurePredictionandprevention
23
Problem3.3:Infinitelifedesigndriveshaftwithtransverseholeloadedintorsion
ConsideradriveshaftwithtransverseholecyclicallyloadedintorsionwithT=10Nm.Theultimate
tensilestressoftheshaftisRm=500MPa,theyieldstressoftheshaftisRp0.2=0.6Rm.Thediameterofthe
transverseholeintheshaftisrelatedtothediameteroftheshaftaccordingd/D=0.2.Calculatethe
diameteroftheshaftwhen:
a)staticallyloaded.Hint:
b)cyclicallyloadedintheinfiniteliferegimewheree=0.5Rm(Table3.1page80),e=0.7eand
e=0.58e.ThestressconcentrationfactorcanbecalculatedwiththecurvefitfunctionKt=1.58990.6355
log(d/D).
Problem3.4:Infinitelifedesigndriveshaftunderrotarybending
AsteppedshaftissubjectedtorotarybendingM=4Nm.TheultimatetensilestressoftheshaftisRm=
500MPa,theyieldstressoftheshaftisRp0.2=0.6Rm.Calculatethe
diameteroftheshaftwhen:
a)staticallyloaded.
b)cyclicallyloadedintheinfiniteliferegimewheree=0.5Rm
(Table3.1page80),e=0.7eandKt=2.5.
Problem3.5:Infinitelifedesigndriveshaftunderrotarybending
Consideragroovedshaftinrotarybending.Thediameteroftheshaftd=d1=20mm,thediameterof
thegroovedk=19mm.ThestressconcentrationfactorKt=5.
a)CalculateM1/M2where
M1istheendurancestrengthforrotarybendingofa12mm
diametershaftwithoutgrooveand
M2istheendurancestrengthforrotarybendingofagroovedshaft
ofd=20mm,dk=19mmandKt=5.
b)Calculatehowmuchweightcanbesavedwhenthisshaftisreplacedbyanungroovedshaftofsmaller
diameterd2withthesameendurancestrength.Calculatethepercentage[%]ofweightsaving(m1
m2)/m1wherem1isthemassofthegroovedshaftandm2isthemassoftheungroovedshaft.
Problem3.6:Infinitelifedesigndriveshaftunderrotarybending
Consideragroovedshaftinrotarybending.Thediameteroftheshaftd=d1=20mm,thediameterof
thegroovedk=19mm.ThestressconcentrationfactorKt=6.
Whenstressreleasegroovesareappliednexttothesharpgroove
thenKt=2.Thegroovedepthofthestressreleasegroovesis50%
largerthanthedepthofthesharpgroove,dg=18.5mm.
Howmuchwillthebendingmomentthatcanbesustainedfor
infinitelifeincrease,whenapplyingstressreleasegrooves.
CalculateM2/M1whereM1isthebendingmomentwithoutstress
releasegroovesandM2isthebendingmomentwhenstressreleasegroovesareapplied.
24
Chapter3FatiguefailurePredictionandprevention
Problem3.7:Cyclicallyloadedboltedstructure
ConsideracyclicallyloadedboltedstructureusingM108.8bolts.The
jointstiffnesskm=3kb(Figure3.30page91).Allboltsaretightenedbya
preloadbetween0.6F0.2<Fi<0.8F0.2.Calculate:
a)theratiobetweentheyieldstrengthF0.2andthefatiguestrengthPb=
2Faofthebolt.
b)themaximumexternalloadPthatislimitedbytheboltsyieldstrength.
c)themaximumexternalloadPthatislimitedbytheclampingforce
(Fm$0).
d)thepreloadFi(F0.2)thatwillresultinthemaximumloadcapacity.Inthiscaseboththeyieldstrength
andclampingforceneedstobeconsidered.
e)themaximumexternalloadPthatislimitedbytheendurancestrengthofthebolts.
f)Givesomereasonsforwhythepreloadisdefinedwithinarange.Listsomemoreinfluencefactorsthat
mayaffectthereliabilityoftheloadcapability.
Problem3.8:Springmodelofascrewjoint
DeriveanequationforPb/Pexpressedinkbandkm,
wherePbistheloadfluctuationinthethreaded
sectionbetweenthenuts,Pistheloadfluctuation
appliedtothescrewjointandkm,kbisthestiffness
oftheclampedmaterialandtheboltrespectively.
Problem3.9:Onthedesignofcyclicallyloadedscrewjoints
a)CalculatethemaximumloadfluctuationPofthebolted
structureasshown,wherePisthemaximumloadfluctuationof
eachscrewjoint.ConsiderM248.8boltswithapretensionof
0.6Rp0.2andajointstiffnessfactorCm=1/4.Theboltstressmust
remainintheendurancestrengthregime.
b)Inwhatwaywouldyouredesignthestructureinorderto
obtainanimprovedfatiguestrength?
Chapter3
FatiguefailurePredictionandprevention
Problem3.10:Onthedesignofcyclicallyloadedscrewjoints
CalculatethemaximumloadfluctuationPofeach
screwjointshowninthefigure.ConsiderM248.8
boltswithapretensionof0.8Rp0.2andajoint
stiffnessfactorCm=1/6.
Theboltstressmustremainintheendurance
strengthregime,shouldnotyieldandtheclamping
shouldnotbelost.
Problem3.11:Improvedfatiguestrengthofascrewjoint
Calculatethefactortowhichthe
fatiguestrengthPofthescrew
jointwillincreasebyplacinga
ringbelowthenut,wherePis
themaximumloadfluctuationin
theendurancestrengthregime
oftheboltstress.
Considerlm1=2dandlm2=3d.
Problem3.12:Improvedfatiguestrengthofascrewjoint
Calculatethefactortowhichthefatigue
strengthPofthescrewjointwillincrease
ordecreasebyreplacingametricM128.8
screwbyametricM1010.9screw.The
thicknessoftheclampedmembersLm=2d
whered=12mmarekeptthesame.
Theendurancestrengthofsteelgrade
10.9fastenerscanbecalculatedwith
wherethefactor70/60isderivedfrom
Figure3.28page90ontheleft.
25
26
Chapter3FatiguefailurePredictionandprevention
Problem3.13:Improvedfatiguestrengthmountingofabearinghousing
Considertwopossibleconfigurationsforthe
mountingofabearinghousing.Both
configurationsarerealisedwithM12bolts
sufficientlypreloaded.Theclampinglengthof
theconfigurations1and2areLm.1=0.8dand
Lm.2=2d.
CalculateP2/P1,whereP1andP2arethe
maximumloadfluctuationsonthebearingsof
configuration1and2respectively
Problem3.14:Improvedfatiguestrengthmountingofabearinghousing
Considertwopossibleconfigurationsfor
themountingofabearinghousing.The
clampinglengthoftheconfigurations1
and2areLm.1=dandLm.2=2.5d.
CalculateP2/P1,whereP1andP2arethe
maximumloadfluctuationsonthe
bearingsofconfiguration1and2
respectively
Problem3.15:Improvedfatiguestrengthpistonrodconnection
Considertwopossibleconfigurationsforahydraulicpistonrodconnection.
Configuration1)M248.8,clampedoverLm=d,preloadedwith0.8F0.2
Configuration2)M128.8,clampedoverLm=3d,preloadedwith0.8F0.2
Calculatetheratioofthe
fatiguestrengthP2/P1.P1and
P2arethepistonforcesof
configuration1and2
respectively,thatcanbe
sustainedforinfinitelife.The
smallletterpisthehydraulic
pressure.
Problem3.16:Fatiguefailureprobabilityofascrewjoint
Considerapneumaticcylinderthatconsistsofanaluminiumbushing
withtwoendcapsclampedby4steelboltstuds.
Boltstuds:db=6mm,Esteel=210GPa
Bushing:Dcyl=80mm,wallthicknesss=4mm,Ealum=70GPa
a)CalculatethejointstiffnessfactorCm.
b)Thebushingisreplacedbyonewitha2mmwallthickness.What
consequenceswillthisdeviationinjointstiffnesshaveforthefatigue
strengthoftheboltedconnection.
Chapter3
FatiguefailurePredictionandprevention
27
Problem3.17:Improvedfatiguestrengthusingstretchbolts
Stretchboltsareusedbycarmanufacturersforseveralreasons;to
accommodateLCFthermalexpansion(thermomechanicalfatigue
TMF),towithstandHCFloadandfinallytheycanbeprestressed
accurately.
a)Calculatethestressconcentrationfactorinthethreadedsectionof
thebolt.ConsiderametricM128.8boltandanendurancestrengthof
thesteelwhenloadedinaxialtensionofe=0.5Rm.Thefatigue
strengthofthethreadedparta=50MPaisderivedfromFigure3.28page90.
b)Calculatetheminimaldiameteroftheshank,ifthesamefatigueloadPb[N]isaskedfortheshankand
thethreadedsection.ThestressconcentrationinthefilletonbothendsoftheshankisKt=1.8.The
strengthreductionfactorsintheshankareCsurfCreliab=0.8.
Problem3.18:Infinitelifedesigncylinderheadstuds
Cylinderheadstudboltsclampthecylinderheadto
theblock.Tomaintainatightleakfreeseal,the
boltsmustbetightenedinthepropersequenceto
specifications.
Oneofthemethodstotorqueheadboldsiscalled
torquetoyield(TTY).Itmeansthattheequivalent
stressisincreaseduntilitreachestheyieldstrength
duringtightening.Aruleofthumbsaysthatthe
torsionalstressincreasestheequivalentstressby
approximately20%andisreleasedasaresultof
relaxationaftertightening.
CalculatethemaximumloadfluctuationPbandP
thatcanbetakenbyeachstud.ConsiderM10
threadedstuds,At=58mm2,steelgrade12.9andCm=1/8,aninitialtensionalstressof0.8F0.2anda
minimumclampingforcethatisneededtoensureleakfreesealingof0.2F0.2.
Problem3.19:ThermoMechanicalFatigue(TMF)ofcylinderheadstuds
Theoverallclampforcegeneratedbythecylinderheadbolts/studs
anditsuniformdistributionacrosstheentiresealingsystemisamajor
issue.Variousareasaretobesealed(gas,waterandoilseal)and
compressionforcesandthermalexpansionmustbeaccommodated
whilekeepinganoptimumclampingforceoverthegasket.
Eachtimethemotortemperatureincreasesfromcoldstartto
operatingtemperaturethealuminiumcylinderheadexpands.Because
thecylinderheadstudsaremadeofsteelandthermallyexpandtoa
lesserdegree,theboltstressvarieseachtemperaturecycle.Calculate
towhatextenttheboltstresswillincreasebythermalexpansionof
thehead.Consider10mmdiameterboltstudsandaclampinglength
of150mm.
28
Chapter3FatiguefailurePredictionandprevention
Problem3.20:ThermoMechanicalFatigue(TMF)ofsolderjoints
Forenvironmentalreasonstinleadsolders,for
exampleSn37Pb,arereplacedbyleadfreesolders.
Leadfreesolders,thatarenowbeingusedaretin
silvercopperalloys.InthesocalledBallGridArray
(BGA)packagesinSMTthesesolderjointsappearto
sufferfromThermoMechanicalFatigue.
Thedifferencesinthethermalexpansionratesofthe
componentsandtheprintedcircuitboardscausesthe
solderjointstoundergocyclicelastic/plastic
deformations.Theplasticdeformationscanhardenthe
solderandfinallycausesoldercracksandjointfailure
(cohesivebondingfailure).
Deriveanequationfortheshearforceactingonthesolderjoint,relatedtothethermomechanical
propertiesofthecomponents.
Problem3.21:Infinitelifedesigncompressionspring
Calculatethemaxamplitudeofacompressionspringforinfinite
life.Considerawirediameterd=10mm,numberofwindsn=8,
radiusofthewindsr=50mm,ashearmodulusofG=80GPa,Rm=
2220820logdwhered[mm]andRm[MPa],afatiguestrengthfor
107stresscyclesofe/Rm=0.15.Approximateequationsforspring
stiffnessofcoilspringsarelistedinTable14.2.26page450.
Problem3.22:Safelifedesignofaweldedchassis
TwohotrolledsteelsectionsofS235
(Rp0.2=235MPa)areconnectedby
welding.Thefatiguestrengthofthe
weldedzoneischaracterisedK=30
MPa(SNdiagramshownbelow).
Calculatethenumberofstresscycles
thatcanbesustainedwithstressesas
highastheyieldstrengthofthe
structuralsteelitself.
Ni (
K m 7
) 10
i
Chapter3
FatiguefailurePredictionandprevention
29
Problem3.23:Safelifedesignofbuttweldconnectionsinpipeflanges
Socketweldpipeflanges(Fig.1)actuallyslipoverthepipe.Thesepipe
flangesaretypicallymachinedwithaninsidediameterslightlylarger
thantheoutsidediameterofthepipe.Socketpipeflanges,are
securedtothepipewithafilletweldaroundthetopoftheflange.
Weldneckflanges(Fig.2)attachto
thepipebyweldingthepipetothe
neckofthepipeflangewithubutt
weld.Theneckallowsforthe
transferofstressfromtheweldneckpipeflangestothepipeitself.
Weldneckpipeflangesareoftenusedforhighpressureapplications.
Theinsidediameterofaweldneckpipeflangeismachinedtomatch
theinsidediameterofthepipe.
Calculatetheratioofthefatiguelifeoftheweldconnectionina
socketweldpipeflangewithrespecttotheweldneckpipeflange,Ns/Nn.TheSocketweldflangeis
typicallyadetailcategorywithK=30MPa,theweldneckflangewithK=45MPa(SNdiagramshown
inpreviousproblem).Considerafatigueloadinducingastressioverthecrosssectionofthepipeof50
MPa.
Problem3.24:Safelifedesignofbuttweldconnections
SteelgradesknownasS235,S275andS355arenonalloystructuralsteels.ThesteelgradesoftheJR,JO,
J2andK2categoriesareingeneralsuitableforallweldingtechniques.TheyieldstrengthofS235for
exampleis235MPa.Thestrengthofstaticallyloadedfullpenetratedbuttweldsdonotneedtobe
calculatedseparately,sincethestrengthoftheweldmaterialisatleastasstrongasthatofthestructural
steel.
Thefatiguestrengthofdifferentweldsareclassifiedbyadetailcategorynumber(Eurocode3).Thedetail
categorynumberindicatesthereferencefatiguestrengthCforN=2106loadcycles.Thecategory
number160,whichindicatesafatiguestrengthC=160MPaisthehighest.Nodetailcanreachabetter
fatiguestrength.Itisthefatiguestrengthforunnotchedsectionsandplates.Afullpenetrationbuttweld
betweentwoplatesreducesthefatiguestrengthtoC=80MPa.Finishingthebuttweldbygrinding
improvesthefatiguestrengthtoC=112MPa.
30
Chapter3FatiguefailurePredictionandprevention
ThefatiguelifeexpressedinthenumberofstresscyclesNRcanbecalculatedfromtheactualstressinthe
weldRandthefatiguestrengthCaccordingto
NR (
m 3, R D
D m
) 5 106
R
m 5, D R L
2
5 1/5
D ( )1/3 C L (
) D
5
100
a)CalculatethefatiguelifeNRoftwostripsconnectedbyatransversebuttwelddetailcategory80,when
cyclicallyloadedintension.ConsiderafullyreversedstressofR=100MPa.
b)Towhatextentwillthefatiguelifebeimprovedwhentheweldisgroundflat.
Problem3.25:Safelifedesignofabuttweld
ConsidertheweldedcoverofapressurevesselshownintheFigurebelowandthetwopossiblefailure
modesofthefilletweld.
CalculatethenumberoftimesN
(103cycles)thatthepressure
mayrisefromzeropressureup
toapressureof10MPa.
Considerawallthicknessoft=5
mm,adiameterofD=0.3m.
Problem3.26:SafelifedesignofbuttweldconnectionsusingtheMinersrule
Sincepartsareseldomstressedrepeatedlyatonlyonestresslevel,thecumulativedamageeffectof
operationsatvariouslevelsofstressneedtobeconsideredtoestimatethefatiguelife.
CalculatethefatiguelifeL(hr)ofafullpenetratedbuttweldconnectionofDetailcategory80,located
betweenthecylinderbushingandtheendcapofahydrauliccylinder.
Theactualstressesintheweldaremeasured
duringonehourofservice.Thestress
spectrumissimplifiedintothevalueswhich
arelistedinthetablebelow.
i[MPa]
240
120
60
35
20
ni[]
10
20
40
400
1000
Chapter3
FatiguefailurePredictionandprevention
Problem3.27:Safelifedesignofafilletweldloadedinaxialtension
a)Afilletweldofapipeflangeconnectionisloadedinaxial
tension.CalculatethemaximumloadF.
ConsiderapipediameterDpipe=100mmpipewithawall
thicknesst=5mmanda=3mm.Thepermissibleequivalent
stressiseq=235MPa.
b)Afilletweldofapipeflangeconnectionisloadedcyclically
inaxialtension.Calculatethepermissibleequivalentstress
forafatiguelifeof1104loadcycles.Considerarootfailure
ofapartialpenetrationfilletweldofacircularstructural
hollowsectiontoanendplatewithdetailcategory40.
Problem3.28:Safelifedesignoffilletweldconnections
Acranepicksandplacealoadfromposition
AtopositionBandback.
a)CalculatethestaticloadF/(aL)thatthe
filletweldscansustain.Listhelengthofthe
weldoverwhichtheloadisuniformly
distributedandaisthecrosssectionatthe
throat.Theyieldstrengthoftheweld
materialis235MPa.
b)Thestressspectrumintheweldedzoneof
theliftingplatesissimplifiedton1=N/2times
andn2=N/2times/3whereNisthe
fatiguelifeexpressedinloadcycles.Consider
astress=90MPaandafilletweldroot
failurewithDetailcategory40".Calculate
thefatiguelifeN.
Problem3.29:Safelifedesignofafilletweldsubjectedtobending
Considertheliftplateloadedinbending.Derivean
equationforthemaximumbendingstressinthefillet
weld.Theliftplateisweldedwithadoublefilletweld
withacrosssectionofthethroata.Thethicknessof
theliftplateist.
a)Calculatethemaximumvalueoftheequivalent
stressintheliftplate
b)Calculatethemaximumvalueoftheequivalent
stressinthethroatofthefilletweld.
31
32
Chapter3FatiguefailurePredictionandprevention
Problem3.30:Eurocode3,EN199319:2003
Twopipesareconnectedbyafullpenetrationbuttweldwhichis
classifiedaccordingEurocode3EN199319byDetailcategory
71.Theconnectioniscyclicallyloadedinbending.
CalculatetheratiobetweenthebendingmomentMthatcanbe
sustainedforNR=106loadcyclesandthebendingmomentthat
canbesustainedforinfinitelife.
Problem3.31:Eurocode3,prEN199319:2003
Aliftinglugisweldedonasteelgirder.Theunnotched
girderisclassifiedaccordingEurocode3byDetail
category160.Byweldingthelugonthesteelsurfaceof
thegirder,thefatiguestrengthofthegirderhasreduced
toaDetailcategory80.
CalculatetheratiobetweenthebendingmomentM,that
canbesustainedforNR=106loadcycles,ofanotched
girderMnandofanunnotchedgirderMu.
Problem3.32:Eurocode3,prEN199319:2003
Ifaliftinglugweldeddirectlyonasteelgirderwilldeteriorate
thefatiguestrengthofthegirderclassifiedbydetalcategory80.
Toovercomethisproblemthedesignerhassuggestedtowelda
coverplateonthegirderatwhichtheliftinglugiswelded.
Whatdoyouthink,isthisagoodsuggestion?
Hint:Coverplatesweldedonbeamsandplategirdersare
classifiedaccordingEurocode3byDetailcategory50and
smaller,dependentonthethicknessofthecoverplate.
Problem3.33:Safelifedesignbuttweldloadedinbending
Abuttweldbetweentheendofagirderandarigidendplateiscyclicallyloadedbythebendingmoment
Myy.ThebendingmomentisrelatedtothenormalstressMyy=WywhereWyisthesectionmodulus.
Thebuttweldisclassifiedaccording
Eurocode3byDetailcategory45.The
requiredservicelifewith95%probability
is10years.In10yearsapproximately105
loadcyclesshouldbeaccommodated.
CalculatethepermissiblestressR.
Chapter3
FatiguefailurePredictionandprevention
33
Problem3.34:Safelifedesignfilletweldloadedinbending
Afilletweldbetweentheendofagirderandarigidendplateiscyclicallyloadedbythebendingmoment
Myy.Thebendingmomentresultsinatension/compressionloadintheweldedzone.
ThefilletweldisclassifiedaccordingEurocode3byDetailcategory40.Thecrosssectionofthethroat
sizesab,wherea=6mmandb=100mm.Theheightofthegirderh=100mm.
Therequiredservicelifewith95%
probabilityis10years.In10years
approximately105loadcyclesshouldbe
accommodated.
a)Calculatethepermissiblestresseqin
thethroatofthefilletweld(eq=R/2).
b)Calculatethepermissiblebending
momentMyy.
Problem3.35:TrueorUntrue?
Readtherelatedchapterofthecoursebookbeforeansweringthetrue/untruestatements.These
statementsareusefultoexaminewhetheryouunderstandthetheorydiscussedintherelatedchapter.
1.
2.
ThestressconcentrationfactorKfcanbecalculatedusingFEM(page73).
Finiteelementmodelling(FEM)willunderestimatestressconcentrationswhenapplyingacourse
grid.
3.
Smoothcylindricaldriveshaftswithoutanystressconcentrationwillnotfailbyfatigue(page79).
4.
5.
ItisalwayssafetousethegeometricalstressconcentrationfactorKtratherthanthefatigue
stressconcentrationfactorKfwhileKt$Kf(page73).
Fatiguefailuremightresultfromcyclicloadingonly,ifthereissometensionineachstresscycle
(page73).
6.
Theintroductionofresidualcompressivestressestoimprovethefatiguestrengthcanalsobe
usefulatshaftfilletsandgrooves,forexamplebyimpressingahardenedrolleragainstashaftas
itisturnedinalathe(page89).
7.
8.
Forsteelshaftsunderrotarybendingtheratioofendurancestrengthetothe0.2%yield
strengthRp0.2istakene/Rp0.2.1/3,inafirstapproximation.(page80,onethirdofRm)
TheSNcurveintheSNdiagramofEurocode3referstothefatiguestrengthwith95%reliability/
5%failureprobability.(True).
9.
TheSmithDiagramalsocalledGoodmanDiagramprovidesinformationaboutthefatigue
strengthinthelowcyclefatigueregime(page81).
10.
Fatiguefailuretypicallyoccursatstressesbelowtheyieldstrength(page79)
11.
12.
Forsteelshaftsunderrotarybendingtheratioofendurancestrengthetoultimatetensile
strengthRmistakene/Rm.1/3,inafirstapproximation(page80).
Whenacrackisformeditcreatesstresseslargerthanthosefromtheoriginalnotch(page73).
34
13.
Chapter3FatiguefailurePredictionandprevention
Fatiguefractureddriveshaftsintorsiontypicallyshowafracturefaceunder45degreeswiththe
crosssection(page74).
14.
TheSmithdiagramprovidesinformationabouttheinfluenceofthemeanstressonthe
endurancestrength(81).
15.
TheWhlerdiagramalsocalledSNdiagramprovidesinformationaboutthefatiguestrengthin
boththeLCFastheHCFregime(page79).
16.
Fromthemethodsavailabletoacceleratetestingisincreasingtheamplitudeoftheloadcycles
themostwidelyused(page83).
17.
Thefatiguestrengthofascrewjointcanbeimprovedbymakingthescrewmoreelasticwith
respecttotheclampedmaterial(page92,95).
18.
Theweakestcrosssectionofadynamicallyloadedfastenerisatthefilletunderthebolthead
(page89).
Chapter3
35
FatiguefailurePredictionandprevention
Answers
3.1)Mountainbikesexhibitaloadspectrumthatisquitvariableduetobraking,potholesandlandings
fromjumping.Therelativesmallnumberofhighstresscycles,ofthemagnitudeuptolocalyielding,
typicallyintheLCFregimegenerallydominatethelifespan.Inacceleratedtesting,thelowerstresses
typicallyintheHCFregimearegenerallyleftoutofconsideration.
3.2)Thetorqueandshearstressarerelatedaccording(eq.3.8page84andTable14.2.3page438)
3.3)a)Staticallyloaded
b)Dynamicallyloaded
3.4)a)Staticallyloaded
b)Dynamicallyloaded
3.5)a)
b)
weightsaving69%
3.6)
3.7)
a)Thestressincreaseintheboltislimitedtotheyieldstrengthofthebolt.
b)Thestressincreaseintheboltislimitedtotheyieldstrengthofthebolt.
36
Chapter3FatiguefailurePredictionandprevention
c)ThestressincreaseintheboltislimitedbytheminimumvalueoftheclampingforceFm.Ifthe
boltstressisincreasedfurthertheclampedmembersbecomeseparated.
d)ThemaximumloadcapacityisobtainedwithPb+Pm=F0.2.WithPb:Pm=kb:kmthisresultsin
e)Whencyclicallyloaded,thefluctuationofboltstressthatcanbesustainedmightbelimitedby
theendurancestrengthofthebolt.TheendurancestrengthoftheM108.8boltisa=52.5MPa
(Figure3.28page90).Thisresultsin
f)Variationonthepreloadismainlycausedbyvariationonthecoefficientoffrictionduring
tightening.Otherimportantinfluencefactorsaretheaccuracyofthetighteningmethodand
stressrelaxationaftertightening.
3.8)
Thephysicalmodelofthescrewjointcanbeexpressedastwospringsconnectedinparallel.
3.9)
Thecriticalsectionofthescrewjointisthepartbelowthe
lowernut,nottheprestressedsection.Thefatiguestrengthof
thecriticalsectionis:
AverysmalljointstiffnessfactorCmcanbeobtainedwhen
usingboltstudsanchoredatarelativelargedepth(Figureb).
3.10) Thefatiguestrengthofthescrewjointis:
Chapter3
37
FatiguefailurePredictionandprevention
3.11) TheloadfluctuationPbthatcanbetakenbytheboltisthesameforbothconfigurations,since
thesteelgradeanddiameteroftheboltsarethesame.Theloadfluctuationthatcanbetakenby
thejointP=Pb/CmwhereCmisthejointstiffnessfactor,itisthepartitionoftheloadPthatis
takenbythebolt.ThefactortowhichthefatiguestrengthofthejointwillincreaseisP2/P1=
Cm1/Cm2.
Substitutionoflm/d=2in(3.12)page92givesCm1=0.232.Substitutionoflm/d=3givesCm2=0.178.
ThefatiguestrengthofthescrewjointwillincreasebyafactorP2/P1=Cm1/Cm2=0.232/0.178=1.3.
Inotherwords,theexternalloadthatcanbetakenbythescrewjointhasincreasedby30%.
3.12) Thestaticstrengthofthebolthasdecreasedbyafactor
Thefatiguestrengthofthebolthasdecreasedbyafactor
whereaiscalculatedfrom(Figure3.18rightpage90).Thecorrectionforthehighersteelgrade
is70/60(Figure3.90leftpage90).ThetensilestressareaislistedinTable14.2.11page443.
Thejointstiffnessfactorhasdecreasedbyafactor
Thestaticstrengthofthescrewjointwillincreasebyafactor0.97/0.90=1.08(8%).
Thefatiguestrengthofthescrewjointwilldecreasebyafactor0.84/0.90=0.95(5%).
3.13) Bothmountingsusesthesamescrews:
3.14) Bothmountingsusesthesamescrews:
3.15) Thecriticalsectionofthescrewjointinconfiguration1isthethreadedpartoutsidetheclamped
area,nottheprestressedsection.ThefatiguestrengthofthecriticalareaoftheM24is:
ThejointstiffnessfactorandthemaximumloadoftheM12screwjointinconfiguration2is:
3.16)
ThesmallerthejointstiffnessfactorCm,thesmallerthepartofexternalloadingthatistakenby
thebolts.Ifthejointstiffnessfactorislargerthanexpected,itisthecasewithasmallwall
thicknessofthebushing,thefatiguestrengthoftheboltedconnectionwillbesmallerthan
expectedandtheboltsmayfailbyfatigueprematurely.
38
Chapter3FatiguefailurePredictionandprevention
3.17) ThestressconcentrationfactorisKf=e/a=6.4.
ThefatiguestrengthofametricM128.8boltiscalculatedformFigure3.28page90,a=50MPa.
MultipliedbythetensilestressareaAt=84.26mm2givesFa=4.2kNandPb=2Fa=8.4kN
Theendurancestrengthofthesteelinaxialtensionise=0.5Rm=400MPa.Therequired
diameteroftheshankbecomes:(/4)d2CsurfCreliabe/Kt=Fa,d>5.5mm.
3.18) Themaximumloadfluctuationthatcanbetakenbyeachstudcanbelimitedby:
1)yieldingoftheboltstudswhenexceedingtheelasticlimit
Theloadfluctuationthatcanbetakenbyeachboltstud
Pb=0.2AtRp0.2=0.2F0.2=12.5kN(Figure3.30page91),P=Pb/Cm=100kN
2)aminimumclampingforcethatisneededtoensureleakfreesealingand
When20%oftheyieldstrengthoftheboltstudsisneededasminimumclampingforcethen60%
ofthepreloadremainsforPm,i.e.Pm=0.6F0.2
Pb=CmP,Pm=(1Cm)P,thenPb=(Cm/(1Cm))Pm=5.4kN,P=Pb/Cm=43kN
3)theendurancestrengthoftheboltstuds.
TheendurancestrengthoftheboltstudsisPb=2aAt=6.1kN,P=Pb/Cm=49kN.
Conclusion:Theclampingforceofthescrewjointismostcritical,Pb=5.4kN,P=Pb/Cm=43kN.
Boltstudsarealwaysmountedusingasolidlubricant(page258)forseveralreasons.Firstofalltoensure
aconstantandlowfrictionwhichisprofitabletoaccuratelyapplythepreloadbytighteningandtolimit
torsionstressesduringtightening.Secondly,thesolidlubricantpreventsfrettingcorrosionwhichensures
thattheboltedjointcanbeunscrewed,and,notlessimportantthatthisavoidsfatiguecorrosion.
Especiallyhighstrengthsteelalloysareverysusceptibletostresscorrosion.
3.19)
Substitutionofd=10mm,L=150mm,Est=210GPa,st=12106/K,
dT=150K,Eal=70GPa,al=23106/Kresultsinkb=1.1105N/m,km/kb
=33,Cm=0.029,dF=17.6N,d=0.224MPa.
Theboltisrelativelyelastic.Thethermalexpansionofthecylinderheadishardlylimitedbythe
bolts.TheasymptoticsolutionforCm=0wouldresultinfreeexpansionoftheheadbydL=LaldT
andanincreaseofstressintheboltsofd=EstdL/L=0.231MPa.
Withtheboltsrelativelyelasticcomparedtotheclampedmaterialaverysmallpartofthe
compressionforceistakenbytheboltskeepinganoptimumuniformandconstantclamping
forceoverthegasket.
Chapter3
39
FatiguefailurePredictionandprevention
3.20)
Thismodelisusefultoanalysethescopeofcorrectiveactions.
3.21)
3.22) SubstitutionofHCF=30MPa,i=235MPa,m=3in
3.23) ThefatiguelifeexpressedinthenumberofstresscyclesNiiscalculatedwith(3.13)page96.
Ns/Nn=(30/45)3=0.296.Theexponentm=3forbothflangessincei>K.Notethatthefatigue
lifeofthesockedflangeisonly30%ofthefatiguelifeoftheneckflange.
3.24) SubstitutionofC=80MPa,R=100MPaandm=3inthecurvefitequationoftheSNcurve
resultsinD=59MPaandafatiguelifeofNR=1.02millionloadcycles.
WhengroundflatthenC=112MPaandthefatiguelifeisimprovedbyafactor(112/80)3=
2.74.
3.25) Thetangentialstressistwiceaslargeastheaxialstress.Thetangentialstressiscalculatedwith
R=pD/(2t)=300MPa.SubstitutionofC=125MPaandm=3inthecurvefitequationof
theSNcurveresultsinD=92MPaandafatiguelifeofNR=145103loadcycles.
3.26) FirststepistocalculateDandLinordertofindoutwhethertheinitialstressesareintheLCF
regimewherem=3,intheHCFregimewherem=5orbelowthecutofflimit.Stressesbelowthe
cutoflimitareleftoutofconsideration.
Detail80:
NextstepistocalculatethedamagefractionDforonehourofservice.Niisthenumberofload
cyclesithatcouldbeaccumulateduntilfraction.
i[MPa]
240
120
60
35
20
ni[]
10
20
40
400
1000
Ni[]
40
Chapter3FatiguefailurePredictionandprevention
ThecumulativedamageDduringonehourofserviceis:
Note:IfinonehourD=0.1,then10%oftheservicelifehaspassedandtheservicelifewouldbe
L=1/D=10hours.
3.27) a)
b)
Conclusion:ThestaticstrengthwithRp0.2=235MPaappearsapproximatelythesameasthe
fatiguestrengthRforNR=1104loadcycles.
3.28)
a)
TheloadisdistributedoverthelengthL:
b)
3.29) Themaximumequivalentstressintheliftplate:
Themaximumequivalentstressinthefilletweld:
Thefactor2inthedenominatorreferstothedoublefilletweld.Theo2inthenumeratorisfrom
eqinthecrosssectionofthethroatofthefilletweld.
Chapter3
FatiguefailurePredictionandprevention
3.30)
ThestressesthatarepermittedinasafelifedesignforNR=106loadcyclesare3.1timeshigher
thanthestressespermittedinaninfinitelifedesign.
3.31) ThetensilestressRisproportionaltothebendingmomentM.
3.32) Detailcategory160:Unnotchedbeam
Detailcategory80:Transverseattachmentliketheliftinglugweldedonasteelgirder.
Detailcategory50:Coverplatesinbeamsandplategirders
Conclusion,thecoverplatemakesthesituationworse.
3.33)
3.34)
41
42
Chapter4LoadratingRollingcontactfatigue
ProblemsChapter4
Problem4.1:Effectivecontactradiuscamrollersystem
a)CalculatetheeffectivecontactradiusR
ofthelinearcamrollerguidesshownin
thefigure.Consideraradiusofthesupport
ofr1=5mmandacurvedcamwithr2=1.1r1.
b)CalculatethestaticloadratingC0ofthe
pointcontactillustratedbyconfigurationI
accordingISO76:1987(page105).The
camandsupportaremadeofballbearing
steel100Cr6,E=213GPa,=0.29,pmax=4.2
GPa,radiusr1=5mm.
Problem4.2:Knifeedgejewelbearing
Jewelbearingsareknownfrommechanicalwatches.Today,jewelbearingsareusedwidelyinsensitive
measurementequipmentandaircraftinstruments.Themostcommontypesofinstrumentjewelbearings
area)theVbearing,b)theringbearingandc)theknifeedgebearing.
CalculatetheeffectivecontactradiusRexpressedinthepivotradiusRpandbearingradiusRbof
a)thepivotbearing
b)theknifeedgebearing
Problem4.3:Maximumcontactpressure
Calculatetheratiobetweentheloadcapacityofasteelballandaceramic
ballrunningonasteelplanesurface.
Steelball:100Cr6,E=213GPa,=0.29
Ceramicball:Si3N4,E=300GPa,=0.28
Steelplanesurface:100Cr6,E=213GPa,=0.29
Hint:Themaximumcontactpressureintheceramicballsteelcontactis
limitedbythemaximumcontactpressureofsteel,i.e.pm.c.Rp0.2
Chapter4
LoadratingRollingcontactfatigue
43
Problem4.4:Calculationofthestaticsafetyfactortoensuresmoothvibrationfreemotion.
AcontactloadaslargeasthebasicstaticloadratingC0producesapermanentdeformationoftherolling
elementandraceway,whichisapproximately1/10,000oftherollingelementdiameter.Forsmooth
vibrationfreemotiontherequiredbasicstaticloadratingC0,canbedeterminedfromC0$s0P0wheres0
isthestaticsafetyfactor.Calculates0,whenP0isthemaximumloadatwhichthecontactdeformation
remainsfullyelastic.
a)Calculates0forinitialpointcontacts(eq.4.9page105).
b)Calculates0forinitiallinecontacts(eq.4.26page110).
Problem4.5:Contactstiffness
Manytoolingmachinesareequippedwithcastironslidesurfacesbecauseofthesuperiorbearing
stiffnessandshockresistance.Rollingguideshaveadvantageoverslidesurfaceswhenlowfrictionis
required.
Theaxialstiffnessofrollingguides(eq.4.5and4.6page103)canbeincreasedbypreload.Calculatethe
stiffnessratioSofasteelballwithdiameter5mmrunningonasteelflat(E=230GPa),whenloadedby
100Npreloadand10Npayloadandwhenloadedby10Npayloadonly.Payloadistheloadthatis
supported.
Problem4.6:Fatiguelifeofcamrollersupports
Thedynamicloadratingofcommercialcamrollersystemsisbasedonasurfacehardnessofthe
racewaysbetween58to64HRC.Ifthehardnessislowerthanthisrange,thebasicdynamicloadratingC
needstobemultipliedbytherespectivehardnessfactor(fH).CalculatethefactorofwhichtheL10fatigue
lifewilldecreasewhenthehardnessofthesupportisHRC=50andfH=0.6.
Problem4.7:Materialselectionofgears
Calculatetheratioofthemaximumdrivingtorquethatcanbetransmittedbyasetofspurgears(line
contact)madeof16MnCr5withHlim=1400MPacomparedtoasetmadeof34CrMo4QTwithHlim=700
MPa(Hint:considereq.4.26page110,eq4.73page137andTable4.6page134).
Problem4.8:Brinellhardnesstest
a)
IntheBrinellHardnesstest,theindentationmadebya10mmballshouldliebetween0.24Dand
0.6D.Theloadcanbechosenintherangeof1,2.5,5,10,15and30kN.Examinetheminimum
andmaximumhardnessthatcanbemeasuredforeachload.
b)
CalculatetheloadFcwherebydeformationcanstilljustbeconsideredto
bepurelyelastic.Dothecalculationforasteelballaswellasahard
metalltungstencarbideball.ForthesteelballtakeE=213GPa,=0.29
andforthetungstencarbideballE=640GPaand=0.26.Assumethat
thematerialintheexperimenthasahardnessof600HBWandthatpc=
H/3.Explaintheresultofthecalculation.
c)
UsethedetailsinthepreviousquestiontocalculateF/Fcfor600HBW,F=
30kNforboththesteelballandthehardmetalball.Whatcanyouconcludeabouttheaccuracy
ofthemeasurements?
44
Chapter4LoadratingRollingcontactfatigue
Problem4.9:Loadcarryingcapacityofarollerguide
Theloadcapacityofaguidingsystemneedstobecalculated.Theouterringsofthetrackrollersare
madeofballbearingsteel(Rp0.2=1.85GPa,E=206GPa,=0.3).Therailsaremadeofcarbonsteel(Rp0.2=
1080MPa,sameEand).Thediameteroftherollersandtherailsarethesame,D=16mm.
a)
Calculatetheloadcapacityoftheguidingsystem
whenthedeformationintheHertziancontacts
needstoremainfullyelastic.
b)
Duringarunninginphasesarunningtrackiscreated
ontherailsurfacebyplasticdeformation.Calculate
theloadPthatcreatesalmostfullyplastic
deformationduringrunningin(pm=H,H/Rp0.2=3).
c)
Calculatethetrackwidth(flatteningoftherail)thatremainsaftertherunninginphase.
Problem4.10:Highspeedhybridballbearing
Ceramicballsareappliedinballbearingstoenablehigherrotationalspeed.Thelowerdensityofthe
ceramicballs(siliconnitride)declinethecentrifugalforce.
a)
FindoutbywhatpercentagethecentrifugalforceF=m2Rdeclines
whenusingceramicballs.Bywhatpercentagecantherotationspeed
beincreased?Thedensityofsteelis7800kg/m3,whilethedensityof
siliconnitrideis3200kg/m3.
b)
BecausetheEmodulusofsiliconnitrideisapproximately1.5timethat
ofsteel,anequalloadwillleadtohighercontactpressure.The
advantageofasmallercentrifugalforceishencelimited.Howbigis
thiseffect?ForballbearingsteelE=213GPa,=0.29,forsilicon
nitrideE=315GPa,=0.26.
c)
Bywhatpercentagecantherotationspeedbeincreasedwhenboth
effectsarecombined?
d)
Whatothereffectswillbeadvantageouswithrespecttothehigherrotationspeedbyusing
ceramicballs?
Problem4.11:ConeonringCVT/Hertzianlinecontactsubjectedtorollingwithtraction
Considerthelinecontactofaconeonringcvtsubjectedtorollingwith
traction,bothcomponentsaremadeofcarburisedsteelinaccordancewith
DIN17210,withE=200GPa,=0.3,Rp0,2=835MPa.Considerthecontraform
contactbetweentheringandcone:R1=R2=30mm,L=10mm.Whatisthe
maximumnormalload
a)
b)
forpurerollingunderwhichnoplasticdeformationoccurs?
forrollingwhenthetractionforceamountsto30%ofthenormalforce
andnoplasticdeformationisallowedtooccur?
Thenormalloadcalculatedaboveisbasedonthesocalledstaticloadrating,
itisthemaximumloadthatcanbetransmittedwithoutinitiatingplastic
deformation.Forsurfacedurabilityreasons,thesocalleddynamicload
rating,thefatiguestrengthandlubricationconditionsneedtobeconsidered(Case4.10page140).
Chapter4
LoadratingRollingcontactfatigue
45
Problem4.12:Surfacedurabilityofagearset
ThecalculationofthesurfacedurabilityisbasedontheHertziancontactpressurepmax
whichmaynotexceedtheallowablestressnumberH.limofgearmaterials(Table4.6page
134).
a)
b)
Thecontactpressureofacarburisedandhardenedspurgearsetneedstobe
verified.ThepinionisdrivenbyatorqueofT1=750Nm.Fromtheinformationon
thedrawinginaccordancewithNEN2366followsthatz1=15,z2=71,m=7mm,
=20Eandb=44mm.Calculatepmax.
Whatwouldbethefactorofsafetyforthedrivingtorquewhenselectingasteel
withHlimis1.2timesthecalculatedvalueofpmax.
Problem4.13:Contactfriction
ThefrictionforcebetweentwosurfacesinslidingmotioncanbewrittenasFf=Awhereisthe
interfacialshearstress.Theshearstressisassumedtobeaconstantandwillbediscussedinthenext
chapter.ThecontactareaAofaHertzianpointcontactisafunctionofF(eq.4.10page105).Derivean
equationforFf(F)=CFB.WhatisBandwhatisC?
Problem4.14:TrueorUntrue?
1.
TheHertzianformulaearederivedonthebasisof1)linearelasticdeformation,2)thestresses
belowthesurfacearenotaffectedbyfinitedimensionsofthecontactingbodiesand3)the
contactingsurfacesareassumedtobefrictionless(page102).
2.
3.
4.
ThemaximumHertziancontactload(elasticdeformation)ofaceramicballrunningonasteelflat
ishigherthanthatofasteelballrunningonasteelflat,whentheballandflatareofthesame
steelgrade(page105,whereFcisproportionaltopm.c3/E2).
ThemaximumHertziancontactloadofapointcontactisproportionaltotheyieldstrengthofthe
weakestbodytothepowerthreeF~Rp0.23(page105).
TheHertzianformulaecanbeappliedforstationaryconcentratedcontactsaswellforrolling
contacts.
5.
Innormallyloadedconcentratedcontactsthecontactpressureresultsinnormalstresseswhich
arethegreatestatthesurface(page104).
6.
Firstinelasticyieldinginnormallyloadedconcentratedcontactstakesplacejustbelowthe
surface.Thisiswheretheshearstressesaremaximum(page104).
7.
Innormallyloadedconcentratedcontactsthecontactpressureatthesurfaceleadstoshear
stresseswhicharethegreatestatthesurface(page104).
8.
Thestaticloadratingofdeepgrooveballbearingsisdefinedbythecontactloadatwhicha
contactpressureoccursof4.2GPa.Thiscontactpressureisthemaximumcontactpressureat
whichthedeformationisstillelastic(page105).
9.
Thedynamicloadratingofdeepgrooveballbearingsisdefinedastheloadatwhichamaximum
contactpressurewilloccurof4.2GPa(page115,128).
10.
IndeepgrooveballbearingsthedynamicloadratingCissmallerthanthestaticloadratingC0
(page129).
46
Chapter4LoadratingRollingcontactfatigue
11.
Doublingtheloadonadeepgrooveballbearingwilldecreasethefatiguelifebyafactor23=8
(page18).
12.
Doublingtheloadonarollerbearing,whichtransmittheloadvialinecontacts,willdecreasethe
fatiguelifebyafactor210/3(page18).
13.
Theslipbetweenthesidesurfacesofacylinderrollerwithitstrackistypicallyanexampleof
Heathcoteslip(page116).
14.
Reynoldssliptypicallyoccursinarollingcontactundertraction(page116).
15.
Intheballracewaycontactofangularcontactballbearingsacombinationofrollingandspinning
takesplace(page119).
16.
Inrollingbearingstheballsandracewaysbecomeseparatedduringservicebyelasto
hydrodynamiclubrication,dependentonload,speedandsurfaceroughness.Itmeansthatthere
isnomechanicalcontactbetweentheballsandtheringsduringsurface(page122).
17.
Elastohydrodynamiclubricationistobeavoidedintractiondrivesinordertopreventmacroslip
(page138).
18.
Rollingbearingsinmotion,loadeduptothestaticloadratingshowinitialplasticdeformation
whichislimitedtotherunninginperiod(page102).
19.
Brinellhardnessismeasuredasthedepthofanindentationofahardmetalballunderprescribed
load(page106).
20.
Plasticdeformationinconcentratedcontactsofrollingmechanismsmayvanishduringrunningin
byworkhardeningofthesteelandanincreaseofcontactconformitybyinelasticyielding(page
102).
21.
Thesurfacedurability(fatiguestrength)ingeartransmissionsisbasedontheHertzianformulae
forconcentratedcontacts(page133).
22.
Therollingresistanceinasteelballringcontactispredominantlydefinedbythetime
dependentelasticrecovery,calledhysteresisloss(page118).
23.
Ceramicballsappliedindeepgrooveballbearingsrunningathighspeedarefavourableover
steelballsbecauseofthemuchlowercentrifugalforces(page129).
24.
Relativehighloadedballbearingsrunningatlowvelocityareboundaryormixedlubricated
(page122).
25.
"Normal"loadedballbearingsareloadedintherange0.06C<P<=0.12C,whereCisthedynamic
loadrating(page19).
26.
ThestaticloadratingC0ofballbearings,representsthemaximumloadatwhichthedeformation
intheHertziancontactsremainfullyelastic(page105).
27.
Properlydesignedandcorrectlymountedballbearingswillfinallyfailbysubsurfaceinitiated
fatigueingeneral(113).
28.
Thesurfacedurabilityofgearsislimitedbysurfaceinitiatedfatigue(113).
29.
Surfaceinitiatedcracksnormallyprogressparalleltothesurface(page113).
30.
Subsurfaceinitiatedcracksnormallyprogresstransverselytothesurface(page113).
Chapter4
LoadratingRollingcontactfatigue
47
Answers
4.1)
a)
Theeffectivecontactradiusiscalculatedusingeq.4.3page103
I)
II)
Theminussignisexplainedbytheconcavesurfaceasexplainedonpage103.
b)
Ifthecamrollerdiameterisequaltothediameteroftherailguide,thentheradiusofthe
Hertziancontactrx=ry=r.Substitutionofpm=pmax/1.5,pmax=4.2GPa,R=2.5mmandE=233
GPaineq.4.10page105resultsinthestaticloadratingofthepointcontactofC0=708N.The
contactpressureof4.2GPacorrespondstoaplasticindentationof1/10,000oftheroller
diameter.
Iftherollingcontactshouldremainfullyelasticthentheloadcapacityislimitedbypm.c=Rp0.2=
1850MPaandresultsinFc=204N,afactor3.5less.ThiscanbewrittenasC0=s0Fcwheres0=3.5.
4.2)
a)
Forthepointcontact
a)
Forthepointcontact
4.3)
Theloadcapacityiscalculatedusingeq.4.10page105.Thecriticalvalueofthemaximumcontact
pressureislimitedbythesteelsurfaceforbothmaterialcombinations.Theparameterthat
mattersinthisequationistheeffectiveEmodulus(eq.4.2page103):
4.4)
a)
b)
Forpointcontactsandellipticcontacts:C0isbasedonthemaximumcontactpressurepmax=4.2
GPa(accordingISO76:1987page105).Themeancontactpressureispm=pmax/1.5.Firstinelastic
yieldingtakesplacewhenpm=Rp0.2.ForballbearingsteelRp0.2=1.85GPa.Themaximumcontact
loadisproportionaltopm.c3(eq.4.10page105).
Whenrunninginthesametracktheplasticdeformationwillvanishinafewloadcycles.
Forlinecontacts:C0isbasedonpmax=4GPa(accordingISO76:1987page105).Themean
contactpressurepm=(/4)pmax:Firstinelasticyieldingtakesplacewhenpm=(0.5/0.387)Rp0.2.The
maximumcontactloadisproportionaltopm2(eq.4.26page110).
RollingelementswithlinecontactsandloadeduptoC0willfailbyratcheting(page115).
48
4.5)
Chapter4LoadratingRollingcontactfatigue
Thecontactstiffnessisrelatedtoindentation(eq.4.6page103),withthecontactradius(eq.4.5
page103)andwiththeload(eq.4.1page103):
ThiscanbewrittenasS(F):
4.6)
4.7)
Thecontactstiffnesshasincreasedbyafactor2.224.Thefatiguelifehoweverwilldecrease
dramaticallywiththisheavypreload,startingandrunningfrictionwillalsobehigherandasa
consequencethebearingtemperaturewillbehigher.Toeliminaterunningnoiseinballbearings
anaxialpreloadisadvisedof0.01C(ameancontactpressureof1GPa).
WithasurfacehardnessofHRC50thedynamicloadratingwilldecreasefromCto0.6C.The
fatiguelifewilldecreasewith
(eq.1.14page18).
Fromeq.4.73page137itfollowsthatthemaximumcontactloadisrelatedtoHlim2.Thisresults
forthemaximumdrivingtorque:
NotethattheHertzequationforlinecontacts(eq.4.26page110)wouldgivethesameresult.
4.8)
a)
Substitutionofthenumericaldataineq.4.14page106givesHBWin107MPa(30HB.300MPa)
b)
2.5
10
15
30kN
d=0.6D
16
32
48
95HBW
d=0.24D
22
54
109
218
327
653HBW
Substitutionofthenumericaldatain(eq.4.10page105)gives:
steelsteel
steeldiamond
E!=233GPa
E!=347GPa
Fc=258N
Fc=116N
F/Fc=116
F/Fc=260
Thehardmetalballflattenslessandconsequentlyhasasmallercontactsurfaceasafunctionof
theload.
c)
4.9)
a)
b)
c)
WithasteelballitappearsthatF/Fc<200,indicatingthatthedeformationisnotfullyplastic
(Figure4.4page105).Becauseoftheflatteningofthesteelballstheseareunsuitableto
determinethehardnessofhardobjects(>450HBW).
TheHertzianloadislimitedbytheyieldstrengthoftherailguides.TheHertziancontactwillbea
circularpointcontactwithradiusrsincetherollerdiameterandthediameteroftherailguideare
thesame.Substitutionofpm.c=Rp0.2=1080MPaandR=4mmin(eq.4.10page105)resultsinFc
=110N.ThemaximumvalueofthepayloadbecomesP=2Fcsin30=Fc
ItisshowninFigure4.4page105thattherelationpm~F1/3accordingHertzholdsreasonably
gooduptopm=H.Substitutionofpm=Hin(eq.4.10page105)resultsinFH=33Fc.
ThecontactareaA=FH/H=0.915mm2.Withbyapproximationacircularcontactthecontact
width2r=1.08mm.
Chapter4
4.10)
a)
LoadratingRollingcontactfatigue
49
Theweightofasiliconnitrideballis60%lessthanthatofasteelball,resultinginacentrifugal
forcethatis60%lower.Therotationspeedcouldconsequentlybeincreasedbyafactorof2/1
=(1/0.6)1/2=1.3or30%.
b)
ForsteelsteelE!1=230GPa,forsteelsiliconnitrideitfollowsthatE!2=272GPa.Themaximum
contactpressureisconstrainedbythelesshardsteelring.Fortheloadratioofbothmaterial
combinations,itfollowsfrom(eq.4.19page109)that:Fceramic/Fsteel=(E!1/E!2)2=0.7.Thismeans
themaximumloadforthesteelsiliconnitridecontactis30%less.
c)
A60%lowercentrifugalforceanda30%lowerloadratingthereforemeanstheadvantageofthe
lowerdensitywillbehalved.Therotationalspeedcanconsequentlybeincreasednotby30%for
ceramicballsbutonlyby15%.
d)
4.11)
a)
b)
4.12)
a)
Ceramicballscreateasmallercontactsurfaceandhencealowerresistancetorollingwithless
heatdevelopmentasaresult.Thispositivelyaffectthemaximumrotationalspeedforhybridball
bearings,whichwouldintotalliebetween15%and30%higherthanforsteelballbearings.
Themaximumcontactloadofalinecontactinpurerollingisgivenbyeq.4.24page110.
Substitutionofpm=pm.c=(0.5/0.387)Rp0.2,R!=15mmandE!=220GPagivesFc=8.1kN.
ForrollingwithtractionandFtan/F=>1/9themaximumshearstressoccursatthesurface.From
Table4.2page114itfollowswithFtan/F=0.3thatmax/pm=0.51.Substitutionineq4.25page
110givespm.c=0.5/0.51Rp0.2andfromeq.4.10page109thatFc=4.7kN.Thismeansthe
maximumnormalforcehasdecreasedby42%.ThedrivetorquethatcanbeappliedisM=
0.3@Fc@R=41.9Nm.
Considereq.4.68page135.Firstly,factorsZH,ZEandZaredetermined.From(eq.4.70page
136)itfollowsthatZE=1.9@105Pa1/2andZH=2.495.ToestablishZ(4.79),thenecessarygear
dimensionsmustbedeterminedfirst(eq.4.66page135).Forthecontactratio,itfollowsthat
=1.646andforthecontactratiofactorZ=0.886.ThetangentialforcefollowsfromT=Ftd1/2,
thisisFt=14.3kN.Substitutionofthenumericaldatain(eq.4.68page135)givespmax=0.8GPa.
FromTable4.6page134itfollowsforcarburisedandhardenedsteelthatpmax=1.3...1.5GPa.It
meansthatthefatiguestrengthofthetoothflanksmaybesufficient.Theimpactofimperfect
alignment,peakloadsfromthedriveandotherpossibleeffectsstillhavetobeincorporatedinto
thecalculation.
b)
TherelationbetweenthelimitingcontactstressHlimandthemaximumtangentialforceis
presentedin(eq.4.73page137),i.e.Hlim~Ft1/2.BecauseTmax~Ft,itfollowsHlim~Tmax1/2.With
Hlim=1.2Apmaxafactorofsafetyforthedrivingtorquewouldbe1.22=1.44.
4.13)
Fromeq.4.10page105itfollows
ThecontactareaAandFf=AincreaseslessthanproportionalwithF.
ThecoefficientoffrictionisaconstantwhenFfincreasesproportionalwithF.
ForthesphericalcontactthecoefficientoffrictiondecreaseswithF.
50
Chapter5Frictionphenomenainmechanicalsystems
ProblemsChapter5
Problem5.1:Measurementofbearingfriction
Thefrictioninaslidingbearingismeasuredusingaringelement
hangingoverashaft.Thebearingismountedintheboreofthe
ring.InpointAattheoutersurfaceoftheringthebearingload
isappliedusingamasshangingontheflexiblecord.
IftheshaftisdrivenclockwisethenpointAwilltakeaposition
leftfromthecenterlineasillustrated.
a)
Deriveanequationtocalculatethecoefficientoffriction
asafunctionofn,theringdiameterDandtheshaft
diameterd.
b)
Calculatethecoefficientoffrictionwhenn=3.75deg
andR=3r.
Problem5.2:Frictionalheatingofadiskbrake
Inordertosaveweight,pearliticcastirondiskbrakescouldbereplacedbyaluminiumdisks.Aluminium
isalsoabetterheatconductorthancastiron.Withsurfacetreatment,thealuminiumcanbemadevery
resistanttowear.Apossibledisadvantageisthatthemaximumallowabletemperatureofaluminiumis
lowerthanthatofcastiron.Examinetheperformanceofanaluminiumbrakediskbyansweringthe
followingquestions.
a)
IfthecarcomestoastopfromadrivingspeedofVt=100km/hwithaconstantdeceleration,the
brakingdistanceappearstobeS=100m(standardforcars).Whatisthedecelerationbeforethe
stopandhowlongwillittaketostop?
b)
Themassofthecarism=1000kg.Whatistherequiredfrictioncoefficientbetweenthetires
andtheroadsurfacetopreventslip?
c)
Approximately80%ofthebrakingenergyisabsorbedbythefrontwheels.Bothfrontwheelsare
equippedwithasinglebrakediskandabrakepadoneachsideofthedisk.Thewheeldiameter
is0.6m.Thedistancebetweenthecentreofthebrakepadandthewheelcentreis0.1m.The
frictioncoefficientbetweenthebrakediskandthebrakepadis=0.4.Howgreatisthe
pressureforceonthebrakepads?
Chapter5
Frictionphenomenainmechanicalsystems
51
d)
Whattemperaturedoesthebrakediskreachwhenallfrictionenergyisabsorbedbythebrake
disk?Considerboththecastironandaluminiumbrakedisks.Thebrakediskhasadiameterof
300mmandathicknessof12mm.Forcastiron=7300kg/m3,c=0.50kJ/(kgK),k=60W/(m
K),Tmelt=1450K,whileforaluminium=2700kg/m3,c=0.88kJ/(kgK),k=237W/(mK),Tmelt=
932K.
Note:Sincebrakingonlyoccursforshortperiods,littleheatwillbedissipatedthroughconvection.The
brakediskabsorbsmuchmoreheatthanthepads,firstlybecausethecontactsurfaceofthebrakediskis
muchbigger(nonstationarycontact)andalsobecauseitisabetterconductorforheatthanthepads.
Forafirstapproximation,itisjustifiabletoassumethatallheatgoesintothedisk.
Problem5.3:TirewidthFormula1racingcar
Thefirstclassicallawoffrictionstates:Thesizeofthecontactsurfacedoesnotinfluencethefriction.
Why,then,aretiresfortheFormula1racingcarssowide?
AccordingtotheFIATechnicalCommission,theorganisationthatdecidesonthetechnicalrulesfor
Formula1,thefronttiresshouldnotbewiderthan355mm(i.e.14inches)andthereartiresnowider
than380mm(15inch).
Problem5.4:AccelerationofFormula1racingcar1
AmodernFormula1racingcarmanagesapproximately1.5km/liter(or1:1.5).TocompletetheGrand
Prixdistance,itwouldneedapproximately180litersoffuel.Sincethetimegainfromalowermass
exceedsthedisadvantageofarefuellingstop,thetankcontentsaremuchsmaller.Theweightofacar,
includingafulltankandthedriver,isapproximately600kg.AFormula1caracceleratessixtotentimes
asquicklyasanormalcar.Accelerationof0100km/hin2seconds,0160km/hin3.5secondsand0
250km/hinlessthan6secondsistypical.ThetopspeedofanF1racerisaround370km/h.Accelerating
from0160km/handbrakingtoacompletehalttakesapproximately6.5seconds.Thismeansthecar
speedsupandslowsdownatthesamerate.Whatistherequiredfrictioncoefficientbetweenthetire
andtheroadsurfacetomakethisaccelerationpossible?
1TestMethodforFrictionCoefficientMeasurementsbetweentireandpavementusingavariableslip
techniqueASTME185997andE184496
52
Chapter5Frictionphenomenainmechanicalsystems
Problem5.5:Trueoruntrue?
Coulomb'sfrictionlawandit'sexceptions
1.
Coulomb'sfrictionlawiftheloadisdoubledthefrictionisdoubledcanbeexplainedbythe
elasticdeformationinthemicrocontacts,i.e.intherealcontactarea(page150).
2.
Inpolymermetalcontactstherealcontactareaincreasesmorethanproportionalwiththeload
whichexplainsthelargerfrictioncoefficientathigherload(page150).
3.
Coulombsfrictionlaw,thatsaysthatthefrictioninadryslidingcontactisindependentofthe
sizeofthevisiblearea,donotapplytopolymers(page150).
4.
Therealcontactareaisformedbythemicrocontactsbetweenroughnesspeaksofthesurfaces.
Frictionindryslidingorboundarylubricatedcontactsisexclusivelyaresultofploughingand
adhesionforcesinthesemicrocontacts(page150).
5.
IftheBrinellhardnessisHB300,thenthemaximumcontactpressureis3000MPa(300kgf/mm2)
(page107).
6.
Thefrictionindryslidingpolymermetalcontactsisindependentontheslidingvelocity(page
158).
7.
Thecoefficientoffrictioninpolymermetalcontactsdecreaseswiththecontactpressure(page
150).
8.
Thefrictionforceinpolymermetalcontactsdecreaseswiththecontactpressure(page150).
9.
Frictionbetweenhydrodynamicallylubricatedsmoothsurfacesincreaseswiththesurface
velocity(page158).
Howtomanagefrictionbyploughing
1.
Thefrictionforcebyploughingbetweenmaterialsofdifferenthardnessdependsontheradiusof
theasperities(roughnesspeaks)ofthehardersurface(page151).
2.
Thefrictionforcebyploughingcanbedecreasedbysuperfinishingtechniquesinwhichthe
radiusoftheasperitiesisenlarged(makingtheasperitiesblunt)(page151).
3.
Superfinishingtechniquesonlysmoothenstheroughnessoftheprecedingcuttingprocess(page
147).
4.
Thefrictionisminimalforinfinitesmoothsurfaces(page158).
5.
Theploughingcomponentoffrictioninsteelsteelcontactscanbedecreasedbyselecting
materialsofthesamehighhardness(page151).
6.
Whentwobodiesofdifferenthardnessareincontact,thefrictionbyploughingisdominatedby
theroughnessofthelesshardersurface(page152).
7.
Inpolymermetalcontactsthefrictionremainsminimalwhenthepolymersurfacehasa
roughnessofaroundRa=0.2m(page156,158).
Chapter5
Frictionphenomenainmechanicalsystems
53
Howtomanagefrictionbyadhesion
1.
Tominimizethetendencytoadhesivewear,metallurgicalcompatible(soluble)materialsareto
beselected(page154).
2.
Alloyedsteelisgenerallybeneficialinpreventingadhesivewear,becauseitreducessurface
energyandatthesametimeincreaseshardness(small/H)(page156).
3.
Oneofthemeasurestoeliminatestickslipinpolymersteelcontactsisbymakingthesteel
surfacessmoother(superfinishing)(page152,159).
4.
Thecoefficientoffrictionisalwayssmallerthan<=1,theasymptoticvalueofthecoefficientof
friction(page159).
5.
Thefrictioninzincplatedfastenersislimitedbythelowshearstrengthofthezinc(page155)
6.
Theadhesioncomponentoffrictioncanbedecreasedbyapplyingathinsoftcoating(small/H)
(page155).
7.
Thecoefficientoffrictionbetweentwoextremelysmoothsurfacesisdominatedbymolecular
attractionbetweentheatomsofbothsurfaces(page152).
8.
Thepredominantcausethattwosurfacesmaystickisadhesion(page152).
9.
Stainlesssteelfastenersaresensitivetoadhesivefrictionbytheverythinoxidelayeronstainless
steelthatiseasilyrubbedof(oxidelayerthickness<10nm)(page155).
10.
Thecoefficientoffrictionbetweenmetalsoperatinginvacuumenvironmentismuchhigherthan
intheregularatmosphere,whichcanbeexplainedbytheprotectiveoxidelayerthatcannotbe
regeneratedinvacuum(page155).
11.
Polymersteelcontactsdonotneedtobelubricated,butlubricationcanhelptoreducefriction
andwear.
Surfacecharacterization
1.
TheRasurfaceroughnesssometimescalledtheArithmeticalmeanorCentreLineAverageis
independentofthelengthscaleofthesurfaceprofile.Forexample,asurfaceprofiledescribedby
sin(x)andsin(2x)respectivelywouldresultinthesameRavalue(page145).
2.
NoneoftheroughnessvaluesRa,Rt,RMSaredependentonroughnessspacing.Ifthesurfaceis
stretchedthesameroughnessvalueremains(page145).
54
Chapter5Frictionphenomenainmechanicalsystems
Answers
5.1)
Sumofthemoments:
Normalloadinthecontactpoint:
Coefficientoffriction:
with
gives
Rearranging:
Approximatesolution:
b)
Withn=3.75degthentheexactsolutiongives=0.2andtheapproximatesolutiongives=0.196,
itis1.95%underestimated.
Inthismeasurementmethodtheeffectoftheloadonthecoefficientoffrictioncanbeillustrated
clearly,sincenisrelatedtothecoefficientoffrictiononly.
5.2)
a)
b)
c)
d)
castiron:
aluminium:
Thealuminiumbrakediskprovestobewarmerafterbrakingoncethanthecastironbrakedisk.
Furthermorethemaximumallowabletemperatureofthealuminiumismuchlower.Itmeans
thattheheatconductionofthebrakediskmustbefullyexploitedforittomakealuminiuma
suitablematerialforthepurpose.
Fromfurtherresearchwiththermalnetworkanalysisandpracticalexperimentsitappearsthat
wheelbearingsgetsubstantiallywarmerduetothegoodheatconductivityofaluminium,which
makesthemcriticalcomponents.ThecarbonfibrebrakedisksusedinFormula1canbeloaded
upto1000degreesCelsius.
5.3)
Theclassicalfrictionlawsapplytomaterialsthatundergomainlyplasticdeformationinthe
asperitysummits.Polymersdisplayalowerfrictioncoefficientatahighnominalcontact
pressure.Ahighfrictionforcecanconsequentlyonlybeachievedwithalargesurfacearea.
Otheradvantagesofawidesurfacearethatthewearisdistributedoveralargerarea,heat
developmentperunitofsurfaceislowerandtheresultisalargerheatradiatingsurface.
Inmachineconstruction,wherelowfrictionismostlyconsidereddesirable,highsurfacepressure
aredesirable.Forinstance,halvingthediameterofashaftcandoublethesurfacepressure.If
thefrictionforcewasinproportiontop2/3,thefrictioncoefficientwouldbereducedto63%ofthe
originalvalue.Thefrictiontorquewouldconsequentlybereducedto31.5%ofitsoriginalvalue!
Chapter5
5.4)
Frictionphenomenainmechanicalsystems
55
ToarriveatV=100km/hint=2seconds,anaccelerationisneededofa=V/t=14m/s2.Tothisenda
tractionforceofFf=maisneeded.Thenecessarytractioncoefficientfollowsfrom
=Ff/F=ma/mg.1.4.ThedistancerequiredtoreachthespeedisthenonlyS=at2=28m.
Whenacceleratingandbraking,thecoureurexperienceanaccelerationofapproximately1.4g.
Whenturningacorneratspeed,driverscanonlyundergoupto4gforafewsecondsbeforethey
becomeunconscious.Accelerationsarelimitedbyaprescribedmaximumtirewidthwithfour
circumferentialgrooves.Wetweathertiresalsohaveaxialgroovestodissipatewatersideways.
5.5)
Coulomb'sfrictionlawandit'sexceptions
1.
Coulomb'sfrictionlawiftheloadisdoubledthefrictionisdoubledcanbeexplainedbythe
elasticplasticdeformationinthemicrocontacts,i.e.intherealcontactarea(U).
2.
Inpolymermetalcontactstherealcontactareaincreasesmorelessthanproportionalwiththe
loadwhichexplainsthelargersmallerfrictioncoefficientathigherload(U).
3.
Coulombsfrictionlaw,thatsaysthatthefrictioninadryslidingcontactisindependentofthe
sizeofthevisiblearea,donotapplytopolymers(T).
4.
Therealcontactareaisformedbythemicrocontactsbetweenroughnesspeaksofthesurfaces.
Frictionindryslidingorboundarylubricatedcontactsisexclusivelyaresultofploughingand
adhesionforcesinthesemicrocontacts(T).
5.
IftheBrinellhardnessisHB300,thenthemaximumcontactpressureis3000MPa(300
kgf/mm2)(T).
6.
Thefrictionindryslidingpolymermetalcontactsisindependentincreaseswiththesliding
velocity(U)
7.
Thecoefficientoffrictioninpolymermetalcontactsdecreaseswiththecontactpressure(T).
8.
Thefrictionforceinpolymermetalcontactsdecreasesincreaseswiththecontactpressure(U).
9.
Frictionbetweenhydrodynamicallylubricatedsmoothsurfacesincreaseswiththesurface
velocity(T).
56
Chapter6Wearmechanismsofmachineelements
ProblemsChapter6
Problem6.1:Servicelifeofaleadscrew
Consideraleadscrewassemblythatoperateswithacontactpressureinthethreadedareaofp=5MPa.
Thepitchdiameterd2=10.5mm.Thestrokeoverwhichthenutisdisplacedis20timesthenutheight.
Thenumberofloadedturnsduringservicelifeisn=100103rev.
Thespecificwearrateofthebronze
nutandthespindleareknut=kspindle=
101015m2/N.Calculatetheincreaseof
backlashh[mm]inthescrewnut
interfaceofatrapezoidalleadscrew
a)causedbywearofthebronzenut.
b)causedbywearofthespindle.
Problem6.2:Investigationtohardwearingmaterialsforkneereplacements
Inordertoassessthewearperformanceofdifferentmaterialsoftotalkneereplacements(TKR),ablock
onringtestrigwillbeused.Theringisactuatedinreciprocatingmotion.
a)Calculatetherequiredtestdurationinhours.
Theringismadeofsteel,theblockfromultrahighweightmolecularpolyethylene(UHMWPE).The
densityofUHMWPEis=945kg/m3.Aspecificwearratek=101015m2/NofthePEblockisexpected.A
minimumwearofthepolymerblockof0.1gramistobeobtainedtoestablishthewearrate.Thecontact
surfaceA=100mm2,thesurfacepressureisp=2MPa,thetotalslidingdistanceinonecycleissi=30mm
andn=2cyclespersecondaremade.
b)Whattemperaturewilltheringgetwhenthefrictionalheatingistobetransferredbyconvectiononly.
Thecoefficientoffriction=0.12,theheatconvectioncoefficientoftherotatingdiscinfreeairhc=80
W/m2KandtheeffectiveheatconvectionsurfaceareaoftheringA=7103m2.
Chapter6
Wearmechanismsofmachineelements
57
Problem6.3:Servicelifeofalinearaxisusingplainbearings
Alinearguidestravelsmoothnessandtolerancevariationsarekeyconcernsformachinedesigners.But,
themostimportantdesignfactorishowwelltheguideresistsdeflection.Linearsupportrailsin
combinationwithopendesignbearingsarebestsuitedtosustainheavyloadsandtoprovidehigh
stiffness.
Linearplainbearingsarethebetterchoice
comparedtolinearballbearingswhenthebearing
arrangementissubjectedtoheavyshockloads,
vibrationsorhighaccelerationsintheunloaded
statehowever,increasedfrictionmustbeexpected.
Calculateoverwhatslidingdistances[km]the
bearingwillweardownoverh=0.1mm.Considera
meanvalueofthecontactpressureofp=3MPa
andthespecificwearrateofk=1015m2/N.
Considergoodconformitybetweentheplain
bearingandthelinearsupport.
Problem6.4:Servicelifeplainbearings
Considertheconfigurationswith
plainbearingsandgravity
loadingasillustrated.The
diameteroftheshaftdandthe
totalbearinglengthisLinall
configurations.Calculatethe
wearvolumewhenashaft
displacementofisallowed.
a)
Inconfigurationa)the
wearoftheshaftis
minimal,thewearofthe
bearingpredominates.
b)
Inconfigurationb)the
wearoftheshaftis
minimal,thewearofthebearingpredominates.
c)
Inconfigurationc)theshaftispredominantlysubjectedtowear,thewearofthebearingis
minimal.
d)
Inconfigurationd)theshaftispredominantlysubjectedtowear,thewearofthebearingis
minimal.
e)
Ifthewearrateofthebearinginconfiga)iskandinconfigbitis5k.Whichofthesebearingswill
lastlonger,thebearingsinconfigaorinconfigb?
f)
Giveareasonableexplanationforrelativelargekthatmightbeexpectedinconfigb)withrespect
toconfiga.
58
Chapter6Wearmechanismsofmachineelements
Problem6.5:Servicelifeplainbearings
Consideracoolingfanwithverticalshaftpositionandequipped
withslidebearings.Therotorisnotperfectlybalancedwhich
resultsinarotatingradialbearingloadofF=1N.Theshaft
diameterisd=3mm.ThebearinglengthL=d.Thespecific
wearratek=1015N/m2.
a)Calculatetheincreaseofradialbearingplaybywearafterone
yearoperationat1400rpm(365days,24hoursaday).
b)Calculatethepowerlossinthebearing.Consideracoefficient
offrictionof=0.1
Problem6.6:Servicelifediskbrake
a)
Calculatetheservicelifeofdiskbrakepads,expressed
innumbersofbraketimes.Thecontactareaofthe
brakepadisapproachedbyarounddiskwitha
diameterofd=60mmlocatedatcentredistance
r=100mm,thethicknessofthebrakeliningis
t=10mm,thespecificwearratek=501015m2/N(class
5),thenormalforceF=6000N,thewheeldiameter
D=0.6mandthebrakedistanceS=100m.
b)
c)
Howmuchthinnerwillthebrakediskworndown
duringtheservicelifeofthebrakepadsifthespecific
wearrateofthebrakediskequalsthatofthebrake
lining?Hint:Whatishdiskifhpad=t=10mm.
Whatistheperfectratioofkpad/kdiskthatmakesthat
thepadanddiskarewornafterthesamesliding
distanceifhpad/hdisk=5?
Problem6.7:Servicelifeplainbearings
Considerthenominallinecontactformedbyabeamin
contactwitharotatingshaft.Ascarwidthof2b=4mmis
createdafter5000revolutionsoftheshaft,thediameter
oftheshaftis20mm,thecontactlengthL=8mmand
thecontactloadis25N.
a)
Tocalculatethespecificwearratek[1015N/m2]a
formulaeforthewearvolumeV(b,L,r)istobe
derivedasafunctionofthewearscargeometry.
b)
Calculatethespecificwearratek[1015N/m2].
Chapter6
Wearmechanismsofmachineelements
59
Problem6.8:Trueoruntrue?
Wearmechanisms
1.
Abrasivewearandadhesiveweararethetwofundamentalwearmechanismsinslidingcontacts.
Corrosivewear,FalseBrinellingandFrettingweararespecificformsofabrasiveandoradhesive
wear.
2.
Corrosivewearisaformofabrasivewearoradhesivewear,wherethewearrateisaccelerated
byanoxidativeenvironment.
3.
Inrollingcontactssurfacefatigue(subsurfaceinitiated)isgenerallythepredominantwear
mechanism.
4.
Thewearrateindryslidingsteelyellowmetalcontactsisdominatedbyadhesivewearalso
calledgallingwear.
5.
Wearparticlesfromahardsteelsurfacecanbemuchharderthanthesurfacehardnessfrom
whichtheyoriginate.
6.
Inapolymersteelcontactunderslidingthewearrateofthepolymerwillalwaysexceedthewear
rateofthemuchhardersteel.
7.
Threebodyabrasivewearreferstoerosion,whichisthepredominantwearmechanismin
sandslurrypumps.
8.
FalseBrinellingisaresultofplasticdeformationinconcentratedcontactscreatingshallow
indents.
9.
Frettingweartypicallyoccursbyreciprocatingmotionsuchasinapistonlinercontact.
10.
Adhesivewearoccurswhenstrongadhesivebondingbetweeninteractingasperitiescauses
microwelding.
11.
Junctionsbetweenasperitiescreatedbyadhesivewearmayshearoffwherebymaterialtransfers
fromonesurfacetotheotherand/orweardebrisarecreatedwhenrupturedoutofthesurface.
12.
Whentwoslidingbodiesstickbyseveregallingoveralargeareaandthebodiesdonotget
separatedontheirown,thewearprocessiscalledseizure.
13.
Scuffingisatypeofadhesivewearthattypicallyoccursindrysliding.
14.
Scuffing,coldweldingandgallingareallrelatedtoadhesivewear.
15.
Scuffingisatypeofadhesivewearthattypicallyoccurswhenthelubricantfilmcollapses.
16.
ScuffingcanbepreventedwhenusinglubricantswithextremepressureEPadditives.
17.
Extremethreadgallingonstainlessfastenersleadstoseizurealsocalledcoldwelding,theactual
freezingtogetherofthethreads.
18.
Theflashtemperatureisdefinedasthecontacttemperatureinthemicrocontactsformed
betweeninteractingasperities.
60
Chapter6Wearmechanismsofmachineelements
19.
Alloyedsteelisgenerallybeneficialinpreventingadhesivewear,becauseitreducessurface
energyandatthesametimeincreaseshardness(small/H).
20.
Inapolymertosteelcontactthesteelsurfacemightbesubjectedto(mild)threebodyabrasive
wearbyoxidesandotherparticlesofthesteelselfthatembedinthepolymersurface.
21.
Thepredominantwearmechanismsthatruinsthesurfacesofastainlesssteelairbearingpad
thatcrashesatahardchromedtrackisabrasivewear.
22.
Thewearmechanismindryslidingsteelsteelcontactsoperatinginvacuumisadhesivewear,
alsocalledgallingwear.
Finishingtechniques
1.
Lappingisbasedonthreebodyabrasion.
2.
Whenlappingahardenedsteelsurfaceusingapearliticcastirondiscanddiamondpowderina
mixtureofpetrolandoil,therelativesoftcastirondiscdoesn'tsufferfromwearwhilethehard
steelsurfacebecomesfinishedtoahighpolish.
3.
Asteelpartcanbemadelesssensitivetothreebodyabrasionbymakingitfromalowergrade
steel.
4.
Accumulationofworkpiecematerialonthecuttingedgeofatoolcanbecharacterizedbygalling,
asevereformofadhesion.
5.
Themaindifferencebetweensurfacegrindingandsuperfinishingtechniqueslikepolishing,
lappingandhoningisthatsuperfinishingislimitedtothesmootheningofroughnesssummits.
6.
LappingandPolishingaretypicallysuperfinishingtechniquesintendedtosmooththesurface
roughness.
7.
Burnishingisasuperfinishingtechniquebasedonthreebodyabrasion.
8.
Burnishingistheplasticdeformationofasurface.Burnishingsmearsthetextureofarough
surfaceandmakesitshinier.
Wearrateestimation
1.
Materialsthatshowrelativelylowfrictionhavehighwearresistance.
2.
PTFEbearingsarefavourableovermanyotherpolymersbecauseoftheverylowfrictionandhigh
wearresistance.
3.
Materialsareclassifiedashardwearingmaterialswhenk#1015Pa1.
4.
ThespecificwearratekinArchard'sequationisaconstant,whichisindependentoftheloadand
velocity.
5.
Thedimensionofthespecificwearratekis[m3/Nm=m2/N=1/Pa].
Chapter6
Wearmechanismsofmachineelements
61
6.
ThewearfactorKisdefinedasthequotientofthespecificwearreadandthematerialshardness.
ThewearfactorKisdimensionless[].
7.
Thewearrateofmetalsthataresubjectedtoabrasivewearisinalargerangeofoperating
conditionsbyapproximationinverselyproportionaltotheirhardness.
8.
Metalswithgoodmetallurgicalcompatibilityarelesssensitivetoadhesivewear.
9.
Carburizingoflowcarbonsteelscreatesabeneficialnonmetallicsurfacecharacterthatmakes
thesteellesssensitivetoadhesivewear(small/Hratio)
10.
The"stationarycontact"isdefinedasthecontactsurfacethatisstationarywiththeloadvector.
11.
Astationarycontactwillresultinlesswearcomparedtoanonstationarycontact.
Howtomanageabrasive/adhesivewear
12.
Oneoftheguidelinestocounterbothadhesivewearandabrasivewearistoselectmaterialswith
highhardnessandarelativehardnessofatleast80%.
13.
Adhesivewearcaneffectivelybereducedbycarburizingoneofthesurfacesandnitridingthe
other.
14.
Twopolymersinrelativeslidingarenotsensitivetoadhesivewear.
15.
Electropolishingpriortokolsterizingofstainlesssteelfastenershelpstopreventgalling/seizure,
infinitesmoothisoptimal.
16.
Severalmetalsshowathresholdloadatwhichtheoxidelayerinnolongercapabletoseparate
thesurfaces.Atthispointthewearmechanismchangesfromabrasivetoadhesivewear.
62
Chapter6Wearmechanismsofmachineelements
Answers
6.1)
a)
Slidingdistance
b)
Slidingdistance
6.2)
a)
SubstitutionofF=pAandV=m/inArchardsequation(eq.6.1page191)givess=53km,and
t=245hours=10.2days.
b)
EquatingthefrictionalheatingtotheheattransferbyconvectiongivesQ=Ffv=hcAdT,whereFf
=Fandv=nsi.ThisresultsinQ=1.44WandatemperatureincreaseofdT=2.6EC.Themass
temperatureismuchlowerthanthatofthehumanbodyandconsequentlythetestfrequency
canbeincreased.
6.3)
6.4)
Configa)andd):
,configb)andc),
a)
thewearvolumeinconfiga)andd)istimessmallertheninconfigb)andc),forthesameshaft
displacement.
b)
Inconfiga)andd)asmoothconformcontactiscreatedwhileinconfigb)andc)theconformity
degradesbywear.Asmoothconformcontactispreferablebecauseofthelowercontact
pressurewiththesameloadandiflubricated,alubricantfilmcanbecreatedmoreeasily.
6.5)
6.6)
a)
stops.
b)
alternativemethod:
c)
BrakingisoneofthebiggeststrengthsofaFormulaOnecar.ThebrakedisksofFormula1carsaremade
ofacompositematerialreinforcedwithcarbonfibre.Thecoefficientoffrictionbetweenthepadsand
thediscscanbeasmuchas0.6whenthebrakesareuptotemperature.Steelbrakedisksareheavier
andwouldexhibitahigherwearrateatthesehightemperatures.
Chapter6
Wearmechanismsofmachineelements
63
ThetemperatureofanF1brakediskvariesbetween400and1000EC.Youcanoftenseethebrakediscs
glowingduringarace.Iftheracingdriverhitsthebrakesfullonbeforethebrakediskshavereacheda
temperatureofapproximately400degrees,thediskscouldexplodeunderthethermalstressescreated.
Thesestressesaretheresultoflargetemperaturegradientsleadingtoexpansionwhichcauseslarge
stressgradients.
AstheheatcreatedinthemodernFormulaOnebrakediskissohigh,thereisaconstantdemandtofind
moreandmorecooling.In2001,Ferrariconceivedanoriginalwayofdealingwiththeheatproblemin
brakes.Thebrakeduct,conductingtheslipstreamwindalongthebrakedisks,isequippedwithakindof
turbo.Thisisarotormountedonthewheelshaft,providingadditionalsuctiontogetevenmoreairinto
thebrakeduct.Thankstotherotor,thebrakeductcanbemadesmaller,benefitingtheaerodynamics.
TheotherF1teamshavenowcopiedtheidea.
InF1themaximumdimensionsofthebrakedisksarelaiddowninregulations.Duringqualification,
relativelythinandhencelightbrakedisksareusedbecausethecarsonlyneedtocomplete12laps.For
theraceitselfthethickestpossiblediscsarefittedonthecar.Itmeanstheincurredheatcanbebetter
distributedoverthebrakediskmaterial.Duringtheraceasensorcontinuouslymeasuresthethickness
ofthebrakedisks.Themeasurementswillhelpthedrivertoknowwhenhehastogoeasyonthebrakes
tomakeitacrossthefinishingline.Asetofdisksandpadscostsasmuchasacompactcar.Forevery
GrandPrixraceeachteamreckonsonusingtwentysetsofbrakedisksandpadspercar.
6.7)
a)Thewearvolumeisdescribedby:
Substitutionof:
Resultsinthewearvolume:
b)SubstitutionofthescargeometrygivesV=4.3mm3,s=dn=314m,k=V/(Fs)=5501015m2/N
64
Chapter7Materialselection:asystematicapproach
ProblemsChapter7
Problem7.1:Designconsiderationsplasticplainbearings
a)
Adesignerisfacedwiththechoicebetweenaplainbearingwithsmallshaftdiameter(smallD)in
combinationwithalongbushing(largeL)oralargershaftdiameter(largeD)incombinationwith
ashortbushing(smallL),sothattheprojectedcontactareaLDisthesameforbothbearings.
Whichconsiderationswilldeterminethechoice?Considerthemajortemperaturelimitations.
b)
InordertoobtainalargerPVvalue,thedesignerselectedathinplastic
bushing,increasingtheheatdissipationtotheenvironmentviathe
bushing.Inexperiments,theLPVvalueturnedouttobesmallerthan
anticipated.Explainthisresult.
c)
Explainwhyaplasticbearingloadedwithhighpandlowvexhibitalarger
LPVvaluethanoneloadedwithlowpandhighv.
Problem7.2:Preselectionofmaterialsinhightemperatureapplications
Considerthemajortemperaturelimitationsinsliding
contactsof
metals
plasticsandresins
ceramicsandceramiccoatings
Problem7.3:Materialselectionmetalplainbearings
Oneguidelineformaterialselectionofboundarylubricatedmetallicbearingsisa35highhardnessratio
betweenthetwomatingsurfaces.Explainthispreferreddifferenceinhardness.
Problem7.4:Materialselectionforconcentratedcontacts(Hertz)
a)
b)
c)
Listatleast5failuremechanismsthatcanbedistinguishedwhen
designingHertziancontacts?
ExplainwhytheloadcapacityofHertziancontactsformed
betweenengineeringceramicsandsteelislessthanbetweena
steeltosteelcontact.
Whatmaterialselectionparameterisimportanttoselecta
materialcombinationwiththehigheststaticloadrating.
Problem7.5:Materialselectionforinfinitelifedesign
a)
Explainwhyaluminiumpartsareneverdesignedwithstressesbelowtheendurancestrength,
theyarealwaysapproachedwithsafelifedesignconcepts.
Chapter7
Materialselection:asystematicapproach
65
Problem7.6:Deepdrawing
Thetoollifeofadrawingdiestronglydependsonthelubricantused,theblankmaterialandthesurface
coatingontheformingdie.
Duringpressingoperations,thepunchandformingdie
arecontinuouslyincontactwithnewmaterial(open
system).Apinondisktribometercanthereforenot
beusedinitsstandardformforthisapplication,since
thisimpliesthatthepinalwaysrunsinthesametrack
onthediskratherthancomeintocontactwithnew
material.
ASTMG13296containsthedescriptionofastandard
testmethodforpinabrasiontesting.Inthisstandard
variousconfigurationsaregivenwherebythepin
makesaspecificmovementoverthecountersurface
soastocontinuouslymakeafreshtrack.Theconfigurationofchoiceisonewithasphericalpinmoving
overasteelplate,drawingparalleltracks1mmapart.Thepinhasaradiusof5mm.Theaverage
contactstressliesintheregionofthehardnessoftheplatematerial(steelplate:64HBWor640MPa,
aluminiumplate:36HBWor360MPa).
a)
CalculatethetrackwidthinthesteelplatewithaloadofF=150N.
b)
ThedrawingtoolssteelpinisprovidedwithaCVDTiCcoating.Howcanitbedeterminedduring
theexperimentwhetherthecoatingiswornaway?
c)
ThepinisprovidedwithaCVDTiCcoatingof8mthickness.Whatistheexpectedlifeofthe
coatingwhenk=0.1@1015m2/N?Expresstheexpectedlifeinmeterstracklengthandinthe
experimentdurationwhentheslidingvelocityis0.01m/s.
d)
Ifthefrictionsuddenlyincreases,withoutthecoatinghavingwornout,whatcouldhavecaused
it?
Problem7.7:TiretemperatureFormula1racingcar
Aracingtireperformsoptimallyatanoperationtemperatureof100EC110EC.Duringracing,thetire
temperatureismeasuredconstantlyandthedatapassedontothedriver.IftheF1carisgettingready
fortherace,thetirestemperatureisraisedwithtireheaters.Asortofelectricblanketisusedtopre
heatthetiresto80EC.Whyisthetiretemperaturesoimportantandwhatwouldhappenifthe
temperaturewouldbecometoohigh?
Problem7.8:Trueoruntrue?
1.
Typicalabrasioneffectsarecharacterisedbyirregularfrictionwithlargepeaksandmaterial
transferfromonesurfacetotheother.
2.
Poisson'sratioistheratiooflateraltoaxialstiffnessofananisotropicmaterial,forrubbersv
=0.5,forpolymersv=0.3to0.45.
3.
Indryslidingmetaltometalcombinationsthecoefficientoffrictionismaximalformaterialswith
highshearstrength.
66
4.
Chapter7Materialselection:asystematicapproach
Lubricationofmetaltometalcontactsinrelativemotionisgenerallyessentialtopreventsevere
adhesivewearthatruinsthesurfacequalityandtopreventveryhighfriction.
5.
Steelshaftsrunningincombinationwithsinterbronzebearingsimpregnatedwithsolidlubricants
donotneedanyfurtherlubricationuntilthesolidlubricantiswornaway.
6.
Inordertominimizethetendencytoadhesivewearmaterialsareselectedwhichare
metallurgicalincompatible.
7.
AgoodmaterialselectionfactorfortheHertzianloadcapacityofaconcentratedcircularcontact
is(Rp0.2/E')2.
8.
Inordertominimizethetendencytoadhesivewear,materialsareselectedwhichare
metallurgicalcompatible.
9.
BearingswithleadBabbittlayeraretypicallyappliedinhydrodynamicallylubricatedbearings.
10.
Leadedbronzebearingsarethemostpopularchoiceinmachineengineeringbecauseofthegood
slideabilitywhenboundarylubricated,highstiffnessandgoodmachineability.
11.
Thermosetswithselectedfillerbecomemoreandmorepopularinoffshoreapplicationsbecause
ofthehighloadcapacityandgooddryslidingpropertieswithnoconcernofwaterthatmayenter
thebearingsystem.
12.
Sinteredmetalsimpregnatedwithoilrunningagainststeelarewidelyappliedinconsumer
productsbecausetheyarelubricatedforlife.
13.
Oneofthepossibilitiestoimprovethelifedurationofthesurfaceofarollingguideisbyapplying
athinhardcoating.
14.
Thermoplasticsinshortplasticshaveadvantagesovermetalsintermsofvibrationdamping,low
weight,inexpensiveandtheabilitytorunwithoutlubrication.
15.
Concernsaboutplasticbearingsarethelowstiffness,poorheatconductivity,largethermal
expansionandlargemachiningtolerances.
16.
ExamplesofsemicrystallinethermoplasticsarePOM,PA,PEUHMW.
17.
Semicrystallinematerialscanbeuseduptosometensofdegreesbelowtheglasstransition
temperature.
18.
ExamplesofamorphouspolymersarePVC,ABS,PMMA,PC.
19.
SimplemodelstocharacterizeviscoelasticityaretheKelvinmodelandtheMaxwellmodel.
20.
ViscoelasticityismodelledbyacombinationofHookeanspringsandNewtoniandashpots,in
whichthespringrepresentselasticityandthedashpotthedamping.
21.
Thermoplasticsinslidingmotionagainststeeldonotneedtobelubricatedhowever,lubrication
maysignificantlyreducefriction.
22.
Highperformanceplasticsshowhighwearresistanceandlowfriction.
23.
InmanyselflubricatingplasticsPTFEisusedasafillertoachievelowfrictionandgoodwear
resistance.ThesurfaceroughnessofthecountersurfaceisimportanttoformaneffectivePTFE
transferfilm.
24.
Thefatiguestrengthofacomponentcyclicallyloadedinbendingcanbeimprovedsignificantlyby
carburizing.
25.
Thermosetshavemuchhighermeltingtemperaturethanthermoplastics.
Chapter7
26.
Materialselection:asystematicapproach
67
Ceramicballsappliedindeepgrooveballbearingsrunningathighspeedarefavourableover
steelballsbecauseofthemuchlowercentrifugalforces.
27.
SiliconNitrideballsincontactwithsteelarefavourableoversteelballsbecauseofthehigher
Hertzianloadcapacity.
28.
ThinmodernhardcoatingssuchasPVDandCVDcoatingsaresensitivetodelaminationwhen
appliedincyclicallyloadedconcentratedcontacts.
29.
AgoodmaterialselectionfactorfortheHertzianloadcapacityofaconcentratedlinecontactis
(Rp0.2)2/E'.
30.
Inmanyselflubricatingplastics,PTFEisusedasafillertoachievelowfrictionandgoodwear
resistance.Lubricationisnotneededbutifapplieditwillfurtherimprovethewearresistance.U
31.
AgoodmaterialselectionfactorfortheHertzianloadfromahighspeedrotatingballinaball
bearingis(Rp0.2)3/(E')2/?where?isthedensity.
32.
Agoodmaterialselectionfactorforaslidebearinginordertoachieveahighloadcapacitywhich
islimitedbythermalfailureisKdT/?whereKistheheatconductioncoefficient,dTthe
maximumcontacttemperatureand?thecoefficientoffriction.
33.
SelflubricatingplasticsarethermoplasticsdispersedwithsolidlubricantssuchasPTFE,MoS2and
graphite.
34.
Whenlubricatedwithfluids,unfilledplasticsshowhigherwearresistancethantherelatively
expensiveselflubricatingplastics.
35.
Theloadcapacityofplasticplasticcombinationsislimitedbythepoorheatconduction.
36.
ThesurfacedurabilityofspurgearsiscalculatedusingHertztheory.
37.
Amorphousplasticsgenerallyexhibithigherstrength,rigidityandwearresistancethatsemi
crystallineplasticsandshowingeneralgoodchemicalresistancetooilsandgrease.
38.
Highperformanceplastics,engineeringplasticsandgeneralpurposeplasticsareclassifiedonthe
basisoftheirstiffness.
68
Chapter7Materialselection:asystematicapproach
Answers
7.1)
a)
TheloadcapacityofplainbearingssubjectedtoslidingislimitedbythePVvalue.
Thefailuremode(functionloss)canbedescribedas1)lossofshaftposition,2)suddenlyincrease
offrictionand3)jamming*.Thecauseofthefailuresistemperaturerelated,themaximum
temperaturethatcanbeaccommodated.
Causeofthefailure:FrictionalheatingcanbeexpressedasQ=Fv(Watt),orperunitofarea
Q/A=pv.Thetemperaturethatmayexistdependsonfrictionalheatingandheatdissipationto
theenvironment.Failureoccurswhenthetemperatureofthebearingmaterialsbecomestohigh.
Failuremodes:Engineeringplasticsmayfailbymelting,orwhenthepolymerbecomestooweak.
*Jammingmayoccurwhentheoperationalclearancebecomestosmallbythermalexpansion
duringoperation.ThePVvalueisnotalimitforthisphenomenon(Problem5.13).
b)
Thecontactpatchcreatedbyplasticdeformationbecomessmallerwithathinwallthicknessof
thebearingbushing,resultinginalargerrealcontactpressureandincreasedfrictionalheating
perunitofsurfacearea.
c)
Thebearingrunningatlowvelocityandhighcontactpressurewillshowalargerpvvaluebecause
thecoefficientoffrictioninplasticbearingsisdecreasedathighercontactpressure.
Furthermore,withahighloadatlowvelocity,thecontactpatchcreatedbyelasticdeflectionof
thepolymerbushingbytheshaftloadislarger.
7.2)
Althoughmetalsingeneralcansustainhightemperaturesandhaveagoodheatconduction,itis
thelubricantthatisneededinmetalmetalcontactsinslidingmotionthatmayfail.Lubricating
oilscanbeappliedupto150EC,howevertheoxidationstabilityofthelubricatingoilmaylimit
theexposuretimetothistemperature.Dry/solidlubricants,forexampleMoS2based,canbe
usedwithcontacttemperaturesupto400EC,invacuummuchhigher.
Somehighperformancepolymersaresuitableforuseathightemperaturesupto150...300EC,
butstillhaverelativelylowcompressivestrengthathighertemperaturesandpoorheat
conductivity.
Thermoset(resins)bearingsmayfailwhenthedecompositiontemperatureisreached.Itisthe
temperatureatwhichthesubstancechemicallydecomposes.Whenthesurfacegetsburnedthe
wearratewillincreasesignificantlyandtheshaftpositionwillgetlost.
Ceramicsareveryhardandcanwithstandhightemperaturesupto400EC,butarebrittle,cannot
accommodateedgepressures,showhighfrictioncoefficientsincombinationwithsteel(=0.2
0.8)andarealsopoorheatconductors.Ceramicbearingsarefavourableinabrasive
environments,becauseofthesuperiorresistancetothreebodyabrasivewear.
Carbonbasedceramiccoatings(DLC)haveagoodthermalconductivitywhenappliedonahard
steelsubstrate.SinceDLCcoatingsrequireahardsubstrateedgepressurescannotbe
accommodated.TheverylowsurfaceenergymaketheDLCcoatingverysuitabletoperformat
hightemperaturesandinvacuumwherelubricantsarebanned.
Chapter7
7.3)
7.4)
a)
Materialselection:asystematicapproach
69
InTable7.2page208somecommonbearingmaterialsarelisted,rangedbythematerial
hardness.Thehardnessofthecountermaterial,ingeneraltheshaft,shouldbeapproximately3
timesharderthanthehardnessofthebearingmaterial.
PAbrasionofthehardcountermaterialislimitedtopolishingwearratherthanscratching.
PImprovedembedabilityofhardabrasiveparticlesintherelativesofterbearingmaterial.
PEdgepressuresfrommisalignmentorshaftdeflectionsareaveragedoutbyplasticdeformation
oftherelativesoftbearingmaterial.
Staticloadrating(Brinelling),Dynamicloadratingforpurerolling(Fatigue,pitting,flaking,
spalling),Rollingwithtraction(surfaceinitiatedcrack),Frictionalheating(Heathcoteslip,cage
slip,macroslipwhennotpreloaded),Lubricantfailure(EHL,thermal),Wear(Falsebrinelling)etc.
b)
Thelimitingfactorforthestaticloadratingisthemaximumcontactpressure(materialshear
stress)thatcanberesisted.Inaceramictosteelcontactthelimitationissetbythemaximum
contactpressureofthesteel.Thelargerrigidityoftheceramicbodywillcauselessflattening,
resultinginamoreconcentratedhighercontactpressure.
c)
Thematerialselectionparameterforthestaticloadratingofapointandellipticcontactis
Rp0.23/E2(eq4.19page109),foralinecontactRp0.22/E(eq.4.26page110).
7.5)
a)
7.6)
a)
b)
c)
d)
7.6)
Theproblemwithaluminumis,thatitdoesn'thaveatypical'fatiguelimit'.Thisisdifferentfrom
steelwhichhassomedistinctendurancelimit.Aluminiumwillalwaysfailiftestedtoasufficient
numberofcycles.Therefore,thefatiguestrengthofaluminumisusuallyreportedasthestress
levelitcansurviveatalargetotalnumberofcycles,usually5108cycles.
With(eq.4.10page105)itcanbeestablishedthattheloadF/F1>200andthedeformationis
consequentlyplastic.Withthisinformationitfollowsthatthetrackwidthisb=2rfromH=F/r2.
Thetrackwidthturnsouttobeapproximately0.55mm.
Thefrictioninthecontactbetweentheceramiccoatingandthesteelislowerthanwhenthe
steelofthetoolcomesintocontactwiththesteelplate.Throughadhesion,thefrictionandwear
willsuddenlyincreasesharply.Anothermethodsuitableforelectricalinsulatingcoatingsisthe
measurementofelectricalconduction.
InCase3.2page193,anexampleisgivenforthewearvolumeofaballasafunctionofthe
flatteningh.Withh=8mfollowsforthewearvolumeV=1@103mm3.Substitutionin(eq.6.1
page191)givesatracklengthofs=67m.Withaslidingvelocityof0.01m/stheexpectedtool
lifewouldbeapproximately110minutes.
Throughtheadhesivetransferofmaterialthefrictionsuddenlyincreases.
Figure7.7page213showsthatthefrictioncoefficientincreaseswithtemperatureuntila
maximalvalueisreached;abovethatvaluethefrictioncoefficientfallsback.Inordertoachieve
maximumtraction,anoperatingtemperatureisneededwhichensuresamaximumfriction
coefficient.Whenthemaximumfrictioncoefficientisexceeded,fadingoccurswherebythe
frictionstronglydecreasesandahighlevelofmeltingtakesplace.Fadingcanalsooccurinthe
brakes,i.e.brakefade.AFormula1carhasnoantilockbrakingsystem(ABS),whichmeansit
ispossiblethataracingdriverendsuplockingawheelwhenhebrakes.Itextentsthebraking
distanceandthetirewillundergoterriblelocalwear,resultinginaflatspot.
70
Chapter7Materialselection:asystematicapproach
Duringtheformationlap,mostdriverszigzagalongthetracktowarmupthetires.Attheendof
thislap,thedriversparktheircarsatthestartpositionandstarttheraceafewsecondslater.
Tiresthathavereachedtherighttemperaturebecomeverysticky,resultinginaconsiderable
amountofrubberpickupfromothertireswhichinthecourseoftheraceendupimmediately
nexttotheideallineonthetrack.Whoevertakestheidealracinglineexperiencesfewproblems
withthis.Butadriverwhotacticallymakeswayforafastercolleagueregularly,encounters
problemsbecauseofthis.Ittakesafewlapsbeforethepiecesofpickeduprubberhavecleared
againfromthetires.
WetWeathertiresdonotcometotemperatureincoldwater.Tocompensate,theyaremade
fromasoftertirecompoundthandryweathertires.Furthermore,thetiresdifferbecauseofthe
grooveprofilewhichdissipateswatersideways.Qualifiertiresareveryspecialtiresofasuper
softcompoundwithalifedurationofoneortwolaps.Atonetime,thissortoftirewasusedto
achieveasuperqualifyinglaptime.
Duringtherace,pitstopscanbemadeforthefollowingreasons:
Ptochangetires(accordingtoplan,thishappensonceorseveraltimesperrace,ormore
frequentlyinchangeableweather)
Prefuelling(accordingtoplan,oneormoretimesperrace)
Prepairs(alwaysunexpected)oradjustmentstofrontand/orrearwings(alwaysunexpected)
Tochangethetires,asmallarmyofatleastfifteenfittersisneededtoreturnthecartotherace
within4seconds:twofittersforthejacksatfrontandback,oneforthelollipopplusthree
fitterspertire(numberoneundoesthecentralwheelnut,numbertworemovestheoldtireand
numberthreefitsthenewone.Thelollipopman(literally,fromlolly)ensureswithaboardona
stickthatthedriverknowswhathehastododuringthestop(e.g.BRAKEandFIRSTGEAR).
Mostly,refuellingtakesplaceatthesametimeastirechanges.Suchacombinedpitstoptakesa
fewsecondslongeranddependsontheamountoffueltobereplaced.ThepetrolforaFormula
1cardoesnotdiffermuchfromthatofastandardcar.Theoctanenumberisalittlehigher,i.e.
102insteadof98forasimplesuperpetrol.Currentregulationsforbidtheadditionofoutput
enhancingadditives.However,additivescanbeaddedtooptimisethefuel.Theparticipating
oilcompaniesmustsubmitsamplesofallfueltobeusedduringtheyeartotheFIA.Spotchecks
maybecarriedoutduringaracingweekend.
7.7)
True:345691011121415161819202123242628293132
33343536
Chapter8
Lubricantselectionandlubricationmanagement
71
ProblemsChapter8
Problem8.1:Lubricationregimes
Theslidesurfaceofacamfollowermechanismispartiallysubmergedinanoilbath.Afteroneyears
operation,nowearcanbeobserved.Thefinishinggroovesontheslidesurfacearestillvisible.
a)
b)
Explainthisphenomenon.
Ifthelubricationregimeisnotchanged,couldfailureeventuallyoccur?
Problem8.2:EPadditives
a)
b)
c)
Describetheway/whenEPadditiveswork.
WhattypeofwearcanbepreventedwithEPadditives?
WhatdoesEPstandforandwhyisthisnomenclaturedisputable?
Problem8.3:Cylinderviscometer
Astandardviscositymeter(ASTM)istherotationalcylindricalviscometerasshowninthefigure.The
outercylinderisfixedwhiletheinnercylinderisrotatingataconstantangularspeedofbyapplyinga
torqueT.Deriveanequationtocalculatetheabsoluteviscosity[Pa.s].
Calculatetheviscosityvalue[Pa.s]when=55rev/min,T=5mNm,L=
50mm,Ri=10mmandRo=12mm.
Approach:
TheliquidisaNewtonianfluid.Thevelocityprofilebetweenthecontainer
andtherotatingcylinderislinear.Neglecttheendeffectsandbottom
surfaceofthecylinder.
Problem8.4:Coneonplateviscometer
Theconeonplateviscometeristhemostpopularmethodforgainingviscosityinformationatspecific
shearrates.Factorssuchassmallsamplesizeandeaseofcleaninghavehelpedmaketheconeandplate
approachsopopular.Theoilforwhichtheviscosityneedstobedeterminedis
placedbetweentheconeandtheplate.
72
Chapter8Lubricantselectionandlubricationmanagement
Beforethemeasurementcantakeplace,sometimeisrequiredtobringthecone,whichisatthesame
temperatureastheplane,totherequiredtemperature.Todeterminethedrivingtorqueasafunctionof
theviscosity,thefollowingquestionsneedtobeanswered.
a)
b)
c)
DeriveanequationfortheshearrateMu/Mzatdistancerfromthecentre.
DeriveanequationfortheviscousshearforceFf(r)ofelementdr.
DeriveanequationfortheviscousfrictiontorqueM.
Problem8.5:Speciallubricants
Listafewspecificfunctionalrequirementsoflubricantsfor
a) Gearlubrication
b) Hydraulicoils
c) Cuttingoils.
Problem8.6:Trueoruntrue?
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
Elastohydrodynamiclubricatedcontactsarenotsubjectedtomechanicalwear/theroughnessof
interactingsurfaces.
Standardrollingbearingsthathavefailedfinallybysurfacefatiguehaverunduringtheirlifeinthe
elastohydrodynamiclubrication(EHL)regime.
Polymermetalcontactsdonotneedtobelubricated,butlubricationcanhelptoreducefriction
andwear.
Dryslidingandboundarylubrication(BL)aresimilar,thelubricantifappliedisnoteffective.
Polymersteelcontactsareverywelllubricatedbysiliconoil.Sincesiliconoildoesntadherevery
welltothemetalsurfaceitislesseffectiveinsteelsteelcontactsthanmineraloils.
Vegetableoilsadhereverystrongtometalsurfaceswhichmakethemsuperiortomineraloilsand
syntheticoils,whenoperatingintheBLregime.
Compoundedoilsconsistofhighviscous(ISOVG460,680or1000)mineraloilswith310%fattyoil
(fromanimalorvegetableoil).
Compoundedoilsaresuperiorinhightemperatureapplicationsbecauseoftheiroxidationstability.
Vegetableoilsarethebestchoicewhencuttingthreadinatapholeforexample.Thisbecauseofthe
environmentalcompatibilityandextremegoodlubricity.
Thecoefficientoffrictioninthehydrodynamiclubrication(HL)regimeistypically0.001,inthe
boundarylubricationregime0.1.
Thecoefficientoffrictioninthemixedlubrication(ML)regimedecreaseswiththevelocityand
increaseswiththeload.
HLlubricationcanbecreatedonlywithrelativehighsurfacevelocity.
Lubricantsdevelopedforboundarylubricationhavesuperiorlubricity(antiwearandantifriction
properties).
Animalorvegetableoilsareperdefinitionclassifiedasbiolubricants.
Syntheticestersaregoodbiolubricants,mineraloilsnot.
Theviscosityindex(VI)ofanautomotivelubricantisnotlessimportantthanthelubricitysince80%
ofthetotalenginelossescomefromviscousshear.
ExtremePressure(EP)additivesareappliedtogeneratesomeextrapressureintheHLregime.
EPadditivescanbeharmful,iftoaggressivetheymaycauseseriouscorrosivewearintheBL
regime.
Oilswithahighviscosityvalueeasilyflowthroughacapillare.
Crystallinepolymershavesuperiorwearresistancecomparedtoamorphouspolymers.
Chapter8
Lubricantselectionandlubricationmanagement
73
Answers
8.1)
a) Asaresultofelastohydrodynamiclubricationthesurfacesdonotmakecontact.
b) Throughtheelasticdeformationthatislikelytooccurinaconcentratedcontact,surfacefatigue
mayeventuallysetin.
8.2)
a) Thefrictionbetweentheasperitysummitscreatesahigh(flash)temperature.Undertheinfluence
ofthehightemperature,theEPadditivesformachemicalprotectiveoxidelayerwithhighshearing
strengthwhichcanpreventpuremetalcontact.
b) Withoutthisprotectivelayer,theasperitysummitsmaybeweldedtogetherandthenbreakapart
againwithcontinuousmovement(scuffing).
c) EPstandsforExtremePressure,whereasthechemicalreactionestablishesitselfthroughthe
ExtremeTemperature(flashtemperature)betweenintermeshingasperitysummits.
8.3)
a)
Thenegativesignisinsertedtoindicatethatudecreasesasrincreases.
Theshearstresscanbewrittenas:
Rearranginggives:
Substitutionofthenumericalvaluegives=0.5Pas.
Ifthegapbetweenthewallandcylinderissmall,thenRoRi=>dRgap,andRi2Ro=>R3whereRisthe
meanradius.
8.4)
a)
Itisfoundthatauniformshearrateisgeneratedacrosstheentiresampleforanygivenrotational
speed.
b)
c)
AdoublingoftheconeradiusRresultsinaspindletorqueincreaseofafactoreight.Thisisofgreat
benefitwhenmeasuringlowviscosityproductswhereaninstrument'sminimummeasurabletorque
islimited.
74
Chapter8Lubricantselectionandlubricationmanagement
8.5)
a) Gearlubricants:extremepressureadditivestopreventscuffing,highpressurecoefficienttoenable
elastohydrodynamiclubrication,antifoaming.
b) Hydraulicoil,corrosionresistance,biodegradable.
c) Cuttingoil:greatlubricity,extremepressure(EP),cooling,corrosion,compatibility.
8.6) True:12356791011131415161820.
Alwaysreadthestatementscarefully.Withonewordchangedthestatementthatwastruecanbecome
untrue.So,dontrecognizeastatementbutunderstandthestatement.
Chapter9
Designofhydrodynamicbearingsandsliders
Chapter9
Problem9.1:Reynoldsequation
WhichassumptionshavebeenmadeinderivingtheReynoldsequation?
Problem9.2:Aquaplaning
Athinwaterfilmdevelopsbetweenacartireandtheroadsurface.Becauseofthewaterfilm,the
tractionforcesbetweenthetireandtheroadsurfacearealmostlost.
a)
Whatistheeffectivesurfacevelocitythatcausesaquaplaning?Assumethatthereisnoslipyet
(V=R).
b)
Severalmeasuresareconsideredtomakecontactwiththeroadsurface.Indicatetowhichextent
theseactionsmakesensebyconsideringtheeffectivesurfacevelocityinthefollowinginstances:
pushingthegaspedal(R=10V),
activebraking(R=0),
puttingthecarintoreversegear(R=10V),
pushingintheclutch(0#R#V).
Problem9.3:Camfollowermechanism
Foranoptimallifetimeperformanceandreliabilityofacamfollowermechanism,EHLisrequired
betweenthecamandtherotatingfollower.Theminimumfilmthicknessinalinecontactcanbe
calculatedusing(eq.4.51page124).
a)
Demonstrateinwhichpositionofthe
camIorIItheEHLwillfailfirstifno
slipoccursandwhentheangular
velocityofthecamisconstant.
b)
seea)butintheeventof100%slip.
c)
Thefilmthicknesshctobecalculated
givesanindicationifEHLmayoccur.
Wheredoestheminimumfilmthickness
forEHLdependson?
75
76
Chapter9Designofhydrodynamicbearingsandsliders
Problem9.4:Grindingofrollers
Alargerotatinggrindingstoneisusedwithplainhydrodynamicjournalbearings.(Rollingbearings
generallydisplayhighfrequencyvibrationswhichcompromisetheaccuracyofmovementandhencethe
surfacequalityofthegrinding).Toimprovethesurfacequality,therotationalvelocityagrindingstoneis
increased.Atthishighrotationalvelocitythegrindingstonestartstovibrateatafrequencyequalling
halftherotationalvelocity.
a)
b)
c)
Whatwillbetheoriginofthisvibration?
Whatmeasurescanbetakentopreventthevibrationwithoutsacrificinganyoftherotational
speed?
Someonesuggestsreplacingthehydrodynamicbearingofthegrindingstonebyahydrostatic
bearing.Isthisagoodadvice?
Problem9.5:Circumferentiallygroovedhydrodynamicbearing
Sometimesbearingsareusedthatcontainacentralcircumferentiallubricantfeedgroove.Examineby
howmuchtheloadcapacityofthistypeofbearingdecreasesasaresultofthegroove.Usethe
dimensionsofthebearinggiveninCase9.3a.Considerthecircumferentiallygroovedbearingastwo
bearingswithL/D=0.5.
Problem9.6:SqueezingDiskbrake
Beforethebrakeshoesofadiskbrakemakecontactwith
thebrakediskssomerainwaterwillhavetobedispersed.
Thetimerequiredtodothisandthefactorsinfluencingthe
timewillbeexaminedhere.
Thegeometryofabrakeshoeisapproximatedbyaround
diskwitharadiusofR=40mm.Theviscosityofwateris
=0.001Pas.Thesqueezeforceamountstoapproximately
6kN.Becauseofinaccuraciesinshapeandroughnessof
theslidesurfaces,mechanicalcontactalreadyexistsath2=3
m.
a)
b)
c)
d)
Explainwhythisproblemcanbeconsideredapure
squeezingfilm.
Calculatethetimedelayasaresultofthesqueezeeffectandtherelativeincreaseinbrakedistance
resultingfromthesqueezeeffect,ifthedrivingspeedis100km/h.
Howcanthistimedelaybereduced?
Tolimitthewearonthebrakeshoesandbrakedisks,manufacturingthebrakediskswithahard
wearingmaterialandfinishthemverysmoothlyissuggested.Whatdoyouthinkofthisproposal?
Chapter9
77
Designofhydrodynamicbearingsandsliders
Problem9.7:Tubeexpansion
Toexpandthediameterofatubeataperedconeisforcedthroughthebore.Theobjectiveistomaintain
athinlubricationfilmbetweenthepipeandthetaperedcone.Consideronlythewedgeeffectand
determinetheparametersthatwillinfluencefilmthicknesshc.
a)Explainwhyaparallelfilmwillbe
created.
b)Deriveanequationfordp/dxand
p(x)
c)Convertfromtheequationforp(x)
anequationforthefilmthicknesshc.
d)Willthecalculatedfilmthickness
actuallyoccur?
Problem9.8:Railwheelcontact
a)
Inthewedgeshapedinlet
regionofarailwheelcontact,
byapproximationh(x)=nx(n
inradians)applies.Deriveon
thebasisofgeometric
considerationsthevalueofn
(considerntobesmall).
b)
Heavyrainfallhascreateda
thinwaterfilm.Thewheel
andtherailremainincontact(blockedfilm).Deriveanequationforthepressuregradientinthe
inletregion,consideringaonedimensionalflowandh(x)=nx.Thereisnoslip.
c)
Whywillthepressureinrealitynotinfinitelyincreasewhenx=0?
d)
Assumethatathinparallelfilmisgenerated.Drawapossibleactualhydrodynamicfilmpressure
distribution(inletandconjunctionarea).
e)
Nowderiveanequationforthepressuregradientintheinletareabyequatingtheflowintheinlet
areawiththeflowintheconjunctionarea.
f)
Calculatethepressurep(x=0).Thefilmthicknessintheinletregionisnowh(x)=h0+nx.
g)
Considerthattheloadcapacityofthefilmisalmostentirelydeterminedbythepressureinthe
conjunctionarea.What,then,istheloadcapacity?
78
Chapter9Designofhydrodynamicbearingsandsliders
Answers
9.1) Laminarflow,Newtonianfluid,predominatedviscousshearforces,isoviscousandconstant
pressureacrossthefilm,noslipcondition,Eulerscoordinatesystem.
9.2)
a) AquaplaningUe=V+R=2V.
b) pushingthethrottlewideopen*Ue*=11V,activebraking*Ue*=V,switchingtoreversegear
*Ue*=9V,holdingdownclutchV<*Ue*<2V.Conclusion:brakingorpushingdowntheclutch,
preferenceforpushingintheclutchtogainspeedagainwhencontactisreestablished.
9.3)Camfollowermechanism
a) PositionI:Bothcontactsurfacesmovealongwiththefilmprofileatequalvelocity(U1=U2=UF=3R),
sothatnolubricantcanbedraggedintotheconvergingwedge:
.
PositionII:Thefilmprofileisstationary:UF=0.Withoutslip,bothcontactsurfacesdragthelubricant
alongasU1=U2=2Rintotheconvergingwedge:
Conclusion:Witharotatingfollower,EHLwillfailfirstinposition1.
b)
PositionI:ThefilmprofileandthecamsurfacemovetotherightwithU1=UF=3R.Letthe
coordinatesystemmovealongagainwiththefilmprofile:
PositionII:Thefilmprofileandthefollowerstandstill
InpositionI,theeffectiveslidingvelocityisgreatest.However,thecontactgeometryinthis
positionislessfavourable.Thefilmthicknesswillnowbeestablishedmoreaccuratelyforboth
positions.
Conclusion:Withthestationaryfollower,EHLwillfailfirstinpositionII,
c)
Therequiredvalueofhccanbederivedfromtheroughnessofbothsurfaces.
9.4)
a) Theeffectofcavitationislimitedbecauseofthesmalleccentricity,resultingintheloadvectorand
thedeflectionvectorbeingalmostperpendiculartoeachother.Thisresultsinunstablebehaviour,
inthiscaseathalftherotationspeed,calledhalfomegawhirl.
b) Bychoosingalargerbearingclearancetheeccentricitywillincrease,whichmeanstheoperational
speedcanbemaintainedatthehigherlevel.
c) Withahydrostaticpressureinthebearingcavitationissuppressed.Ifanyadditionalhydrodynamic
pressurecanbuildup,thesystembecomesunstable.Alargeplainbearingareathatenablesthe
buildupofhydrodynamicpressuremustthereforebeavoided.
Chapter9
Designofhydrodynamicbearingsandsliders
79
9.5)
TheSommerfeldnumberofabearingwith=0.15andL/D=1amountstoS=9.12,withL/D=0.5itwillbe
=5.08(Program8.2).Theloadcapacityofthebearingisproportionalwiththeproductofthe
Sommerfeldnumberandthebearinglength.Thisresultsinthequotient:
F(L/D=0.5)/F(L/D=1)=(5.08/9.12)(0.5/1.0)=0.28,i.e.theloadcapacityofabearingwithL/D=0.5is28%of
abearingwithL/D=1.0.Forthecircumferentialgroovedbearing,itfollowsthattheloadcapacitywill
amountto2@28%=56%ofthebearinghavinganaxialgroove.
9.6) Diskbrake
a)
b)
c)
d)
Withaparallelfilmandinthecaseoftheabsenceofawedgeshapedinletregion,nowedgeeffect
willoccur.
SubstitutionofI=F@tin()andassuming(h2/h1)2<1givest=0.12sec,s=v@t=3.3m.
Thetimedelayduetothesqueezeeffectcanbereducedbyprovidinggroovesintothebrakeshoes.
Asmoothfinishreducesthefilmthicknessh2withtheresultthatthesqueezetimet-1/h22will
stronglyincrease.Halvingthefilmthicknessatwhichcontacttakeplacewillproduceasqueeze
timethatisfourtimesaslarge.
9.7)Tubeexpansion
a)
b)
c)
Throughplasticdeformationthepressureinthefilmequalstheextrusionpressureofthetube.
Withtheuniformpressurep=pe,dp/dx=0thenqx=Uhc/2wherehcistheuniformCouettefilm
thickness.
Theisoviscoussolutionmethodforawedgeshapedinletanduniforminterfaceispresentedin(?).
Inreality,theviscositywillincreaseduetothepressureviscositycoefficient,resultinginathicker
film.
9.8)Railwheelcontact
a)
b)
c)
d)
e)
f)
Rn=b,n=b/R.
Inawedgeshapedfilmwithh(x=0)=0thepressuregradientdp/dxbecomesinfinite.
Thecalculationdoesnottakeintoaccountsurfaceroughness,sidewayflowandEHL.
Thissolutionmethodisshownin(?).
SubstitutionofUe=2Randn=b/Rin(?)resultsinpc
80
Chapter10Dynamicsealingsystems
Chapter10
Problem10.1:Windscreenwiper
Hydrodynamiclubricationtakesplacebetweenawindscreenwiperandthewindscreenofacar.Without
hydrodynamiclubrication,whenthewindscreenisdry,thewiperwillmoveinjoltsoverthewindscreen
duetostickslip.Withhydrodynamiclubrication,theverythinlayerofwaterbetweenthewiperandthe
windowwillevaporateshortlyafterthewiperhaspassedoverit.
Theelasticdeformationoftherubberleadstoafilmprofilethatcanbedescribedbyanexponential
function,h(x)=h0exwith=20.000m1.Thefilmcavitatesinx=0.Thepressonforceofthe40cmlong
wiperbladeamountsto6N,thevelocityofthewiperV=1m/s,theviscosityofwateris=0.001Pa.s.
a)
Giveanequationforthepressuregradientwiththeintegrationconstanthc.
(hcisthefilmthicknessinthelocationofdp/dx=0).
b)
Derivefromtheequationofthepressuregradientdp/dxthepressuredistributionp(x).
c)
Solvetherelationshipbetweentheconstantofintegrationhcandh0.
d)
Deriveanequationfortheloadcapacityperunitoflength.
e)
Calculatetheminimalfilmthicknessbetweenthewindscreenwiperandthewindow?
f)
Calculatethethicknessofthewaterlayerthatwillevaporateimmediatelyafterthewiperhas
passed?
g)
Calculatethemaximumvalueofthehydrodynamicpressurepmaxthatwilloccur.
Chapter10
Dynamicsealingsystems
Answers
10.1)Windscreenwiper
a)
b)
c)
d)
e)
f)
g)
81
82
Chapter11Designofhydrostaticbearings
ProblemsChapter11
Problem11.1:Linearaxiswithhydrostaticbearings
Consideroneofthetwolinearaxisofahighprecisionlatheshownbelow.Thedimensionsofthe
bearingsonthetopsurfaceareL0=50mm,L1=30mmandL2=10mm.Thegaugepressureofthepump
ispspa=4MPa.Thepressurefactor=(prpa)/(pspa)=0.5.Consideralinearpressuredropfromprto
pa.ThefilmthicknessatnominalloadF(h=h0)ish0=15106m.Thepocketdepthh2=20h0.Theslider
moveswithv=0.1m/stoitstargetpoint.Theviscosityofthelubricantis=0.15Pas,thedensity=
950kg/m3thespecificheatcapacityc=2000J/(kgK).
a)
CalculatetheeffectivecontactareaAe/A.AeisdefinedasF=(prpa)AewhereFisthebearingload,
prpaisthegaugepressureinthepocket.
b)
CalculatetheflowQ[litre/hr]
c)
Calculatethelengthoftherestrictorwhenassumingaviscousflowandcheckwhethertheflowin
therestrictorremainslaminar(Re<2300).Thediameteroftherestrictorisd=0.15mm.
d)
CalculatetheviscousshearforceFf[N]oftheindividualbearingelements.
e)
Calculatethetemperatureincreaseofthelubricantbyviscousshear.
Hint:Thepumpingpower
flowrateQiscancelledout.
whichgives:
.Notethatthe
Chapter11
Designofhydrostaticbearings
Problem11.2:E.P.bearingswithshallowpocket
Achoicemustbemadebetweenoneoftwotypesoflongrectangularhydrostaticthrustbearings.
i)
ahydrostaticbearingwithexternalrestrictor.Thepocketdepthinthisbearingismorethen10
timeslargerthanthefilmthicknessh0.
ii)
ahydrostaticbearingwithshallowpocket.Thepocketdepthinthisbearingisapproximatelythe
sameasthefilmthicknessh0.
Thelengthofthebearingisthatlargethataonedimensionalflowcanbeconsidered.Withnominal
load,thepressurefactor0(h0)=0.5.Answerthequestionsbelowforbothbearingconfigurations.
a)
Drawthepressuredistributioninbothbearings.
b)
WhatisthenominalloadF/L,expressedinL1,L2andps?
c)
WhatistheflowrateQ/L,expressedinh0,ps,L1andL2?
d)
WhatistherequiredpumppowerN/L[W/m],expressedinh0,F,,L1andL2?
e)
WhatshouldL21bewhenaminimalpumpingpowerisrequiredwithF,h0,andL1asinput?
83
84
Chapter11Designofhydrostaticbearings
f)
Whatistheoptimumforh1/h0ifL21=1/2?
g)
Takeforbearingtypei)L21=1/3andforbearingtypeii)L21.=5/6.TakeforbothbearingsequalB,
L1,F,andh0.Thencalculatethepressureratiops,i/ps,ii,flowratioQi/QiiandthepowerratioNi/Nii.
h)
WhatistheloadincreaseFmax/Fwhenhmin60?
Problem11.3:E.P.4pocketjournalbearingwithcapillaryrestrictors
Fromafourpocketjournalbearingisgiven:ps=6MPa(60bargaugepressure),0=0.5,D=40mm,L/D=1,
LT/L=LA/L=0.25,R/R=1/1000,max=0.5,=0.2Pa@s,l/d=40.
a)
CalculateAe/Aofoneofthefour
bearingelements.
b)
Calculatethebearingstiffness
andloadcapacity.
c)
Calculatetheflowandrequired
pumpingpower.
d)
Calculatethedimensionsofthe
capillaryrestrictors.
Problem11.4:E.P.4pocketthrustbearingwithcapillaryrestrictors
Alockgatecanalsobecarriedbyathinwaterfilminsteadofwheelsrunningonrails.ThePrinsWillem
AlexanderlockgateintheriverIJinAmsterdamarethefirstintheworld(1995)designedinthatway.
Thelockgatesiscarriedonbothendsbyaselfaligningcircularthrustbearingwithfourpockets.
Dependentonthetilt,apressuredistributionisgeneratedasillustratedinthefigurebelow.
Thelockgateissevenmetreshigh,25metreslongandthreemetreswidth.Thedrymassofthelockgate
amountstoapproximately180tonnes.Inthewater,theweightisreducedbytheairpocketsinthedoor
to50tonnes.Underthenominalbearingloadof250kNoneachbearing,awaterfilmiscreatedwitha
thicknessof130m(water=0.001Pas).Thepocketsareafewmillimetresdeep.Thedoorcanmove
withavelocityofv=0.24m/s.Becausethebearingshavetocarryadoubleoverload,restrictorsare
Chapter11
Designofhydrostaticbearings
85
includedwhichwillreducethefeedpressurepswithanominalloadtothepocketpressurepr=0.4ps
(pa=0).Bothbearingsarefed+bythesamepump.
a)
Giveanapproximation(10%)fortherequiredpumpingpower.(Assumealinearpressure
distributionandcalculatetherequiredpocketpressure,supplypressure,theflowandfinallythe
pumpingpower).
b)
Calculatethefrictioncoefficientbyviscousshearinginthethinwaterfilm?
c)
Duringtestswithaprototypehydrostaticthrustbearing,thefrictioncoefficientprovedtobe
=0.001.Thishighervalueisaresultoftheinpracticeincompleteseparationofthebearing
surfaces.IfthefrictioncoefficientincontactequalsBL.=0.1andthefrictioncoefficientwithafull
filmisnegligiblecomparedtothisvalue,whatpartoftheloadisthentransferredbycontact?
d)
Considerapumpwithasupplypressureps=2.4MPa(24bar)whenfullrestricted(Q=0).Ifthereisa
pumppressureof2MPaneededtocarry250kN,whatloadcanbecarriedwheni)thebearing
surfacesarenarrowlystillseparated(h60),ii)thebearingsurfacesareincontactandthepressure
onlyactsinthepocketareas?
e)
Someoneproposestoapplyonerestrictorinthecentralfeedratherthantheseparaterestrictors
connectedtotheindividualpockets.Theadvantagewouldbethatonlyonerestrictorisneededfor
eachbearing.Whatwouldbetheconsequence?
86
Answers
11.1)Linearaxiswithhydrostaticbearings
a)
b)
c)
d)
e)
11.2)E.P.bearingwithshallowpocket
a)
b)
Chapter11Designofhydrostaticbearings
Chapter11
87
Designofhydrostaticbearings
c)
d)
e)
f)
withzerostiffness!Thismeansthat
isrequired.
g)
h)
i)
11.3)E.P.journalbearing
a)
where0.9isthecorrectionforajournalbearing(page372).
b)
fromtable11.1page371,whereh0=RandAe/Aiscorrectedbythefactor0.9
c)
d)
11.4)
a)
b)
E.P.thrustbearings
88
Chapter11Designofhydrostaticbearings
c)
d)
e)
Withthismethod,theselfaligningcapabilityofthebearingwouldbelostbecausethepressureinall
fourpocketswouldbecomeindependentofthebearingtilt.
Chapter12
Designofaerostaticbearings
89
ProblemsChapter12
Problem12.1:CircularEPairbearingpadwithpressuredistributiongroove
Advancedhighprecisiontoolingmachinesareequippedwithhydrostaticbearingsorairbearings(main
spindle,slideways),becauseofthelowfriction,highstiffnessandsmoothoperation.Therearesome
standardairbearingscommerciallyavailable,asoftheshelfproducts.But,mosthydrostaticbearingsand
airbearingsarecustomdesignedandmanufactured.Althoughstandardbearingsaremadeinlarger
series,theyarestillquiteexpensive.Withsomedesignexpertisethesebearingscanbedesignedand
manufacturedinhouseforrelativelowcost.Approximatedesignsolutionsofthebearingpropertieswill
sufficeformostapplications.Firststepinadesignprocessistocalculatetherequiredbearingsize.
Considertheexternallypressurized(EP)airbearingwithapressuredistributiongrooveoverthesurface
asshowninthefigurebelow.
Supplypressureps=5bar(0.5MPa)
Ambientpressurepa=1bar
Recesspressurepr=3bar
BearingRadiusR0=25mm
GrooveradiusR1=20mm
Groovewidth0.5mm
Groovedepthh2=0.2mm
Flyingheighth0=5m
Thegroovedepthislargecomparedtotheflyingheight(filmthickness)whichresultsinahomogenous
pressuredistributioninthecircumferenceofthebearing.Forapproximatesolutionsthepressure
distributionisapproachedbyalinearpressuredropfromprtopa.
ConsiderthegaspropertiesR=287m2/(s2K),=18106Pas,=1.4,0=1.2kg/m3andCD=0.7
a)
b)
c)
CalculatetheapproximatevalueoftheloadcapacityF[N]ofthisbearing.
CalculatethemassflowM[106kg/s].
Calculatethediameterofthesimpleorificewhenonlyoneorificeisconnectedtothepressure
distributiongroove.
90
Chapter12Designofaerostaticbearings
Problem12.2:Designofapartiallygroovedaerostaticjournalbearing
Thebearingconfigurationshownbelowhasgoodselfaligningcapabilityasaresultoftherelativelylarge
distancebetweenthebearings.Bothbearingsmaybedesignedwithdifferentdiametersorlengths,
whichmaybeprofitablewitheccentricloading.Byapplyingdifferentdiametersthefeedingpressure
generatesanaxialforcesothatonethrustringsufficesforaxialpositioning.Theringwillbeseparated
fromthehousingbyaconstantflowsupplywhichcomesfromtheleakageofthepartlygrooved
journalbearingconnectedinserieswiththethrustring.
Thedesignshownaboveissuccessfullyappliedinawaterlubricatedcleaningdevicewithsupply
pressuresover10MPa(100bar)butisalsoapplicableforgaslubrication.
a)Calculatethepressurefactor0thatwilloccurwhenthebearingsarefedbywaterandairrespectively.
b)Sketchthepressuredistributionwhichmayoccurifthebearingisfedbywaterandairrespectively,in
thefigurebelow.
Chapter12
Designofaerostaticbearings
91
Answers
12.1)CircularEPairbearingpad
a)
Approximatesolution
Theexactsolutionoftheloadcapacitywouldresultin332N
b)
c)
dorifice=0.25mm
12.2)Partiallygroovedaerostaticjournalbearing
a)
Theformulatocalculatethevaluefortheincompressiblefluidisgivenby(eq.11.57page375).
SubstitutionofL!=0.9,B!=0.1andn=4gives=0.448.Withaparallelfilmandincompressiblefluid
thepressurelinearlydropsfrompstoprandfromprtopa.
Theformulatocalculatethevalueforthecompressiblefluidisderivedinthesamewayas
describedfortheincompressiblefluid(eq.12.10page389).Workingoutthisequationfinallyresults
in(L!,B!,n,ps/pa).SubstitutionofL!=0.9,B!=0.1,n=4andps/pa=6gives=0.681.Forhighersupply
pressures,approachestheasymptoticvalue0.669.Withaparallelfilmandcompressiblefluidthe
pressuredistributionisconvexassketchedforthesteppedbearinginFigure?.
b)
Withhelicallyshapedgroovesthebearingfunctionremainsandthepistonbecomesdrivento
rotate.Intheotherwayaround,helicalgroovesandanexternallydrivenrotorwillprovideaviscous
pump.Itisevidentthatdesigninge.p.airbearingsandhydrostaticbearingsisacreativejob.
92
Chapter13Designofflexuremechanismsforhighprecisionmotion
ProblemsChapter13
Problem13.1:Shaftbendingbylateralmisalignment
Therearetwotypesofmisalignment:parallelandangularmisalignment.Withparallelmisalignment,the
centerlinesofbothshaftsareparallelbuttheyareoffset.Withangularmisalignment,theshaftsareat
anangletoeachother.
Whenadriverlikeanelectricmotoriscoupledtoascreworanyotherpieceofequipment,itisessential
thattheshaftsarealigned.Anymisalignmentbetweenthetworesultsincyclicbendingoftheshaftsand
increasedbearingload.Thismayresultinprematurebreakdownoftheequipmentbyfatiguefractureof
theshaftorbearingfailure.
Calculatethebearingloadandshaftbendingstressasafunctionofthelateralmisalignment.
Considerthelateralmisalignmentthatneedstobecompensatedbyelasticdeformationoftheshafts
=0.2mm.ThemoreflexiblepartoftheshaftoftheelectricmotorandthatofthespindleoflengthL1=L2
=60mmanddiameterd=12mm.ThedistancebetweenthemotorbearingsisL3=80mm.
Problem13.2:Resonancefrequencyofaleafspringguiding
TheleafspringsofthelinearguidedescribedinCase13.1page411aremadeaccidentallyofamaterial
thicknessof0.3mm.Whatconsequencesdoesthishaveforthemaximumamplitudeofmotion?
Chapter13
Designofflexuremechanismsforhighprecisionmotion
93
Answers
13.1)
TheformulaforlateralstiffnesscanbederivedfromthedeflectionmodeshowninFigure?b.
Substitutionofv(L)=/2in(?)resultsinF=300N.Themomentofbendingintheshoulderoftheshaft
becomesM=FL=17.8Nm.Thisresultsinabendingstressof=105MPa.Thestressconcentrationlocally
willresultinamuchhigherlocalstress.
ThebearingloadbecomesFb1=FL1/(L1+L3)=127N,Fb2=Fb1F=27N
13.2)
Thestiffnesswillincreasebyafactor(0.3/0.25)3,themaximumbendingmomentwillincreasebyafactor
(0.3/0.25)2,theamplitudeofmotionwillincreasebyafactor(0.3/0.25)2/(0.3/0.25)3=(0.25/0.3)=5/6.This
isareductionof17%.Theresonantfrequencywillincreasebyafactor(0.3/0.25)3/2.
94
Chapter14Machinedesigncalculationsreferenceguide
ProblemsChapter14
Problem14.1:Selflockingofmetricthreadandnut
Flangenutsaremoreresistanttovibrationloosening.Thewidereffectivebearing
arearesultwiththesamefrictionforceinalargertorqueneededforselfloosening.
Sometimesthebearingsurfaceisserratedtoprovidesomeextralockingaction.
Variousalternativelockingmechanismsmaybeemployed;adhesives,safetypins,
nyloninserts.Lugnuts,taperedorsphericalnutsareappliedtocentrethenut
accuratelyandtoreducethetendencyforthenuttoloosen.Finethreadshaveless
tendencytoloosenundervibrationbecauseoftheirsmallerhelixangleandlarger
pitchdiameterd2.
a)
CalculatetheminimumvalueofthecoefficientoffrictionneededforaM10x1.5threadandthatof
anM10x1metricfinethreadinordertoensureitisselflocking.
b)
CalculatetowhatextentthetorqueMG,resultingfromthetreadfriction,willincreasewhen
unscrewingthemetricfinethread.
Problem14.2:Torquecontrolledtightening
Calculatethepercentageofthetighteningtorqueneeded
toovercome
a)thefrictioninthethreadedcontactofanM10x1.5bolt,
b)theheadfacecontactand
c)thepercentageneededtodeveloptheclampingforce.
Considerthecoefficientoffrictionof=0.15andthe
effectivebearingdiameterofthenutofdk=1.3d
Problem14.3:Lugnutsandtaperedwheelbolts
Lugnutsandtaperedwheelboltsaredesignedtocentrea
wheelaccuratelyontheaxleandtoreducethetendencyfor
thenuttoloosen.Carmanufacturersspecifyaproper
tighteninglevelforeveryfastenerofthecar.ForM12x1.5lug
nutswith60degreestaperapropertorqueisgenerally
between90and110Nm(7080lbfft).
Sometimespeopletightenthelugnutsuntiltheycan'tturnit
anymore...then,theyusetheirfootandbodyweight.Witha
wrenchof25cmandaloadof80kgfthiswouldresultinMA=200Nm.
CalculatetheinitialtensilestressoftheM12x1.5studwith60degreestaperthatwouldoccurwiththe
200Nmtighteningtorque.Consideracoefficientoffrictionof=0.3,dk=1.3d,d2=11.026mm,d3=
10.160mm,d0=(d2+d3)/2andAt=(/4)d02.
Problem14.4:Torquecontrolledtightening
AMoS2basedlubricantisusedinordertoaccommodateeasydisassemblyofascrewjoint.Ifthe
coefficientoffrictioninthethreadedareaandtheheadfacewillreducefrom=0.3to=0.15,towhat
extentwilltheinitialpreloadFiofthescrewassemblyincreaseifthesametighteningtorqueisapplied?
CalculateF'=Fi(=0.15)/Fi(=0.3).ConsideraM12screwjointandaheadfacefrictionof
Chapter14
Machinedesigncalculationsreferenceguide
95
MWD=Fidk/2wheredk=1.3d.
Problem14.5:TorqueAnglecontrolledtightening
Torquecontrolledtighteningresultsinboltforce/clampingforcedeviationsof20%duetovariationon
thetorqueappliedandthescatteronthecoefficientoffriction,despitespecialMoS2basedlubricantsare
used.Thereforemoreadvancedcombinedtorque/anglecontrolledtighteningmethodsareapplied.
Anglecontroltighteningisaprocedureinwhich
afastenerispretightenedbyasocalledsnug
torquetoeliminateplay,andinanextstepitis
furthertightenedbygivingthenutanadditional
controlledrotation.
Boltsaretightenedbeyondtheiryieldpointby
thismethodinordertoensurethataprecise
preloadisachieved.
a)
b)
Calculatetheboltstrainwhentightenedto
i=Rp0.2.
Calculatetheboltstrainwhentightenedin
twosteps,firstsnugtightto25%ofthe
yieldstrengthandthentightenedwitha90
degreesrotationangle.ConsiderM1010.9
boltandaclampedmaterialofL=5d.
Problem14.6:FrictionlossinBowdencables
Calculatethepercentageoflossofactuationforceoverthebended
partoftheBowdencableshowninthefigurebelow.Considera
coefficientoffrictioninalubricatedsteelsteelcontactof=0.15.
Problem14.7:Wedgeeffectinbeltpulleydrives
CalculatethedrivetorqueratioTa/Tb,where
Taistheisthetorquethatcanbetransmitted
whenthebeltissupportedonthepulleywall
surfacesandTbisthetorquewhenthebeltis
supportedonthegroovebottomsurface.
Considerapulleygrooveangleof=40E.
Problem14.8:Jammingofapistonina
cylinder
96
Chapter14Machinedesigncalculationsreferenceguide
Considerapistonmovinginacylinder,asrepresentedinFigure5.19page161.Thepistonhasa
diameterDandalengthL.IftheloadF1actsatthepistonwithamaximumeccentricityofe=D/2,how
longshouldthepistonbetopreventitfromjamming?
Problem14.9:Stickslipmotion
AlargeconcreteplatformiscarriedonPTFEpads.ThePTFEpadsprovideeasyslidingoversteelgirders.
TheheavyloadoftheconcreteplatformisevenlydistributedoverthePTFEpadsbyusingrubberblocks
betweentheconcreteplatformandthePTFEpads.Theconcreteplatformwillbemovedbyusing
hydrauliccylinders.Inthiswayanintermittentdisplacementoftheconcreteplatformistoberealised.
Therubberblockswilldeformelasticallybytheshearforce,beforethepadsstarttoslideoverthe
girders.Thiscausesareductionoftheeffectivestrokeofmovementofthehydrauliccylinders.
a)
Calculatethereductionofdisplacement.Considerh=20mm,andacoefficientoffrictionbetween
thePTFEpadsandsteelgirderscoatedwithanepoxyis=0.1,theshearmodulusoftheNBR
rubberblockG=0.45MPa,thecontactpressureoverthePTFEpadp=0.5MPa.
b)
Calculatethefluctuationofstickslipmotionthatmightoccurwhenthecoefficientoffrictionvaries
betweenstat=0.15anddyn=0.05.ThebearingareaofthepadsisA=0.01m2.
Problem14.10:PVvalue
ConsiderapolymerbearingwithaPVvalueofPV=0.2MPaAm/s.Theshaft
diameterd=20mm,thebearingwidthL=d,rotationalspeedn=477rpm.
a)
Calculatetheloadthatthisbearingcansustain.
b)
Calculatepowerlossinthisbearingatthemomentoffailure,assuminga
coefficientoffriction=0.2
Problem14.11:Operatingclearance
Ifabearingbushingispressfittedinametalhousingacumulationofmachiningtolerancesresultina
largevariationofthebearingbushinginsidediameter.Toensureapositiveclearanceunderthemost
unfavourableconditionstheminimumvalueofthediametraloperatingclearanceisgenerally1%ofthe
shaftdiameter(dR=0.05Das).Theoperatingclearanceisdefinedastheminimumclearanceduring
operation.Effectsresultinginadecreaseofclearanceduringoperationarethermaldimensionalchanges
andforsomepolymersmoisturerelateddimensionalchanges.
a)
Calculatethedecreaseofthebearingclearance[%]ofaPAplainbearingbushingwithashaft
diameterofd=12mmandawallthicknessoft=3mm.Consideratemperatureincreaseofthe
polymerofdT=80degreesandalinearexpansioncoefficientofPAof=80106/K
Chapter14
Machinedesigncalculationsreferenceguide
97
Problem14.12:TrueorUntrue?
1.
Thestaticcoefficientoffrictionisgenerallynormativeinclampingjointsandinterferencefits,
explainedbythestiffnessoftheclampedmaterialwhichisinmostcasessmallerthanthestiffness
ofthestructure.
2.
TheloadcapacityofpolymersteelcontactssubjectedtoslidingislimitedbythePVvalue,whichis
definedastheproductofaveragebearingpressureandtheslidingvelocity.
3.
ThePVvalueofapolymercarbonsteelcontactissignificantlyhigherthanthatofthesame
polymerausteniticstainlesssteelcontact.
98
Chapter14Machinedesigncalculationsreferenceguide
Answers
14.1) Thethreadisselflockingwhen!>nwhere!=atan(/cos(/2)),=60Eand
n=atan(P/d2),d2=d0.649519P.
Substitutionofd=10mm,P=1.5mmgives>0.046,withP=1mmthen>0.029.
Itcanbeconcludedthatfinethreadsarelesssusceptibletovibrationloosening.
Thetorquenecessarytoovercomethreadfrictionwhenunscrewingis:
14.2)
Totalfriction
CPercentageheadfacefriction:
CPercentagethreadfriction:
CPercentageclamping:
14.3)
Theheadfacefrictionhasincreasedbyafactor1/cos()=2andbecomes68%ofMA.
14.4)
IfapreloadofFi=0.8F0.2wasintendedwithacoefficientoffrictionof=0.3,andthesametightening
torquewouldbeappliedwhenlubricatedwiththeMoS2basedlubricantthenthescrewjointwouldbe
overstretchedduringtighteningandwillbreakoff.
14.5)
Chapter14
Machinedesigncalculationsreferenceguide
99
14.6)
14.7)
14.8) Thesystemjamswhen>h/e.Substitutionofh=Lande=D/2gives>L/D.Thismeansthat
withL/D>thepistonwillnotjaminthecircumstancesgiven.
14.9)
Figure1.26page30:
14.10)
a)
b)
14.11)
14.12)
Untrue:1
True:2,3
100
TableA1:ConversionfactorstoSIUnits
Length:
1foot(ft)
1inch(in)
1mile
=
=
=
1200/3937
25.4E03
(5280feet)
m
m
Mass:
1slug
1pound(lb)
=
=
1.356
746
W
W
Volume:
1gal (US)
1gal(UK)
1barrel
=
=
=
3.785E03
4.546E03
(42gallon)
m3
m3
=
=
14.59
0.454
kg
kg
=
=
=
4.448
1E05
9.81
N
N
N
Temperature:
Celsius(EC)
=
Kelvin(K)
=
(EF32)5/9
EC+273
=
=
=
6895
1E+05
(1lb/in2)
Pa
Pa
Dynamicviscosity:
1cP
=
1poise(P)
=
1E03
(100cP)
Pa@s
Pa@m/s
Pa@m/s
Kinematicviscosity:
1cSt
=
1stokes(St)
=
1E06
(100cSt)
m2/s
Force:
1pound(lb)
1dyne
1kgf
Power:
1ftlb/s
1hp
Pressure:
1lb/in2
1bar
1psi
PV:
1psi@fps
1psi@fpm
=
=
2.1E03
35.0E+05
101
TableA2Deflectionsandslopesofuniformcantileverbeams
Loading
deflection
slope
TableA3MomentsofinertiaIx,IyandPolarmomentsofinertiaIp
Crosssection
Bending
Elementaryequationsfor
uniformbeamssubjectedto
bendingandtorsion
respectively:
vonMisesequivalentstress
0=1
whenandarebothstaticorfullyreversed,
whenisfullyreversedandremainsstatic
0=0.7
whenremainsstaticandisfullyreversed
0=1.5
Torsion
102
TableA4Approximateformulaeforspringstiffness
Spring
Stiffness
103
TableA5Bucklinglimitofcompressionloadedbeams[Gero&Timoshenko,1985]
TableA6ApproximatedesignfunctionsSshapedbeams[Koster,1996]
leafspring
wirespring
leavespring
wirespring
longitudinal
stiffness
cxx
lateral
stiffness
czz
bending
stress
z
bucklingload
Fk
1)
Theconfigurationwithreinforcedmidsectionconsideredinthistableshowsanincreaseofthe
bucklingloadbyafactorofninewhilethelateralstiffnesshasincreasedwithonly20%.
104
TableA7MomentsofInertia
I
2dm
Radiusofgyration:
i I m
Parallelaxistheorem: I
Iz a 2m
Torque:
T I
Momentofinertia:
1
I mr 2
2
2
I mr 2
5
Linearmotion
Positionx
Velocityv
Accelerationa
LoadF[N]
massm[kg]
Impulsep=mv[kgm/s]
F=ma[N=kgm/s2]
W=Fs[Nm=J]
Ek=mv2[J]
P=W/t=Fs/t[J/s=W]
Rotationalmotion
Angularpositionn
Angularvelocity
Angularacceleration
momentM[Nm]
momentofinertiaI[kgm2]
AngularMomentumH=I[kgm2/s]
M=I[Nm=kgm2rad/s2]
W=Mn[Nmrad=J]
Ek=I2[J]
P=W/t=M[J/s=W]
105
TableA8ISOTolerancesforholesandshafts
MetricscrewthreadsISO724(DIN13T1)
Nominal
size
d=D
M1
M1.2
M1.6
M2
M2.5
M3
M4
M4.5
M5
M6
M8
M9
M10
M11
M12
M14
M16
M18
M20
M22
M24
M27
M30
M33
M36
M42
M48
M56
Pitch
P
0.25
0.25
0.35
0.40
0.45
0.50
0.70
0.75
0.80
0.100
0.125
1.25
1.50
1.50
1.75
2.00
2.00
2.50
2.50
2.50
3.00
3.00
3.50
3.50
4.00
4.50
5.00
5.50
root
radius
r
0.036
0.036
0.051
0.058
0.065
0.072
0.101
0.108
0.115
0.144
0.180
0.180
0.217
0.217
0.253
0.289
0.289
0.361
0.361
0.361
0.433
0.433
0.505
0.505
0.577
0.650
0.722
0.794
pitch
minor
diameter
diameter
d2=D2
d3D1
0.838
0.693
0.729
1.038
0.893
0.929
1.373
1.171
1.221
1.740
1.509
1.567
2.208
1.948
2.013
2.675
2.387
2.459
3.545
3.141
3.242
4.013
3.580
3.688
4.480
4.019
4.134
5.350
4.773
4.917
7.188
6.466
6.647
8.188
7.466
7.647
9.026
8.160
8.376
10.026
9.160
9.376
10.863
9.853
10.106
12.701 11.546 11.835
14.701 13.546 13.835
16.376 14.933 15.394
18.376 16.933 17.294
20.376 18..933 19.294
22.051 20.319 20.752
25.051 23.319 23.752
27.727 25.706 26.211
30.727 28.706 29.211
33.402 31.093 31.670
39.077 36.479 37.129
44.752 41.866 42.857
52.428 49.252 50.046
thread
height
h3H1
0.153
0.135
0.153
0.135
0.215
0.189
0.245
0.217
0.276
0.244
0.307
0.271
0.429
0.379
0.460
0.406
0.491
0.433
0.613
0.541
0.767
0.677
0.767
0.677
0.920
0.812
0.920
0.812
1.074
0.947
1.227
1.083
1.227
1.083
1.534
1.353
1.534
1.353
1.534
1.353
1.840
1.624
1.840
1.624
2.147
1.894
2.147
1.894
2.454
2.165
2.760
2.436
3.067
2.706
3.374
2.977
stress
area
As
0.460
0.732
1.27
2.07
3.39
5.03
8.78
11.3
14.2
20.1
36.6
48.1
58.0
72.3
84.3
115
157
193
245
303
353
459
561
694
817
1121
1473
2030
drill
diam.
mm
0.75
0.95
1.25
1.60
2.05
2.50
3.30
3.80
4.20
5.00
6.80
7.80
8.50
9.50
10.20
12.00
14.00
15.50
17.50
19.50
21.00
24.00
26.50
29.50
32.00
37.50
43.00
50.50
106
TableA9ISOTolerancesforholesandshafts
ExamplefitsusingISOholebasis
clearancefit
transitionfit
H6
h5
j6,k6
H7
f7,g6,h6
k6,m6,n6
H8
d9,e8,f8,h9
interferencefit
n5,r5
r6,s6
s8,u8,x8
>
#
H6
H7
H8
3
6
6
10
10
18
+8
0
+12
0
+18
0
+9
0
+15
0
+22
0
+11
0
+18
0
+27
0
ISOTolerancesforholes(ISO2862)
Nominalholesizes(mm)
18
30
40
50
65
80
100
30
40
50
65
80
100
120
micrometer
+13
+16
+19
+22
0
0
0
0
+21
+25
+30
+35
0
0
0
0
+33
+39
+46
+54
0
0
0
0
120
140
140
160
160
180
+25
0
+40
0
+63
0
>
#
3
6
6
10
10
18
f6
10
18
13
22
16
27
ISOTolerancesforshafts(ISO2862)
Nominalshaftsizes(mm)
18
30
40
50
65
80
100
30
40
50
65
80
100
120
micrometer
20
25
30
36
33
41
49
58
f7
10
22
13
28
16
34
20
41
25
50
30
60
36
71
43
83
g6
4
12
4
16
0
5
0
8
0
12
0
30
+6
2
+9
+1
+12
+4
+13
+8
+16
+8
+20
+12
+23
+15
5
14
5
20
0
6
0
9
0
15
0
36
+7
2
+10
+1
+15
+6
+16
+10
+19
+10
+24
+15
+28
+19
6
17
6
24
0
8
0
11
0
18
0
43
+8
3
+12
+1
+18
+7
+20
+12
+23
+12
+29
+18
+34
+23
7
20
7
28
0
9
0
13
0
21
0
52
+9
4
+15
+2
+21
+8
+24
+15
+28
+15
+35
+22
+41
+28
9
25
9
34
0
11
0
16
0
25
0
62
+11
5
+18
+2
+25
+9
+28
+17
+33
+17
+42
+26
+50
+34
10
29
10
40
0
13
0
19
0
30
0
74
+12
7
+21
+2
+30
+11
+33
+20
+39
+20
+51
+32
+60 +62
+41
+43
12
34
12
47
0
15
0
22
0
35
0
87
+13
9
+25
+3
+35
+13
+38
+23
+45
+23
+59
+37
+73 +76
+51
+54
14
39
14
54
0
18
0
25
0
40
0
100
+14
11
+28
+3
+40
+15
+45
+27
+52
+27
+68
+43
+90
+65
g7
h5
h6
h7
h9
j6
k6
m6
n5
n6
p6
r6
120
140
140
160
160
180
43
68
+88
+63
+93
+68
107