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    5. Torsion

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    CHAPTER OBJECTIVES

    Discuss effectsof applyingtorsional loading to a long straight

    member

    Determine stress distribution

    within the member under torsionalload

    Determine angle of twist when material behaves

    in a linear-elastic and inelastic manner

    Discuss statically indeterminate analysis of shafts

    and tubes

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    CHAPTER OUTLINE

    1. Torsional Deformation of a Circular Shaft

    2. The Torsion Formula

    3. Absolute Maximum Torsional Stress

    4. Power Transmission

    5. Angle of Twist

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    Torsion is a moment that twists/deforms a

    member about its longitudinal axis

    Effect??Its effect is of primary concern in the

    design of axles or drive shafts used in vehicles

    and machinery

    For example: When torque is applied to a circular

    shaft (eg: rubber material), the circles and

    longitudinal grid lines originally marked on theshaft tend to distort with circles remain circles

    - grid lines deforms a helix

    (Fig5.1a-b)

    5.1 TORSIONAL DEFORMATION OF A CIRCULAR SHAFT

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    Torsion is a moment that twists/deforms a

    member about its longitudinal axis

    By observation, if angle of rotation is small, length

    of shaftand its radius remain unchanged

    5.1 TORSIONAL DEFORMATION OF A CIRCULAR SHAFT

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    5.1 Torsional Deformation

    If the shaft is fixed at one and a torque is applied to its

    other end, it will distorted with the cross-section at a

    distance x from the fixed end of the shaft will rotate

    through an angle (angle of twist).

    x

    y

    zf(x)

    x

    f(x)

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    5.1 Torsional Deformation

    HOW THIS

    DISTORTIONSTRAINS THE

    MATERIAL??

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    Geometry of Deformation

    g

    r

    qo

    r

    T

    Q

    R

    P

    L

    Assumption: Cross-sections which are plane

    before twisting remain plane

    and undistorted after twisting.

    PQ Longitudinal

    generator

    gshear strain at radial

    distance r(rad.)

    qangle of twist (radians)

    grq LQR arcCircular (1)

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    DEFORMATION OF A CIRCULAR SHAFT

    By definition, shear strain is

    Let x dx andf= df

    BD=rdf= dx g

    g= (/2) lim qCA along CA

    BA along BA

    g =rdf

    dx

    Sincedf/ dx = g/r= gmax/c

    g = gmaxr

    c( )Equation 5-2

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    Stress Strain Relation

    G

    P.L.t

    g

    Assumption: Shear stress does not

    exceed the proportional

    limit.

    Gshear modulus (N/m)

    Torsion Formulae

    gt G

    Substituting Eq. (3) into Eq. (2) results in

    (2)

    L

    G

    LG

    q

    r

    trqt

    or (3)

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    5.2 THE TORSION FORMULA

    For solid shaft, shear

    stress varies from zero at

    shafts longitudinal axis to

    maximum value at its outer

    surface. Due to proportionality of

    triangles, or using Hookes

    law and Eqn 5-2,

    t = tmaxrc( ).

    .

    .

    T=tmax

    cAr2dA

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    dAc

    T

    cwhere

    dAdMT

    dMT

    M

    A

    A A

    A

    z

    2max

    max

    0

    0

    rt

    tr

    t

    rt

    5.2 Torsion Formulas

    TZ

    r

    J: Polar Moment of Inertia

    Solid Shaft:

    Tubular Shaft: ( )44

    4

    2

    2

    io ccJ

    cJ

    c

    dM

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    5.2 THE TORSION FORMULA

    The integral in the equation can be represented asthe polar moment of inertiaJ, of shafts x-sectionalarea computed about its longitudinal axis

    tmax

    =Tc

    J

    tmax= max. shear stress in shaft, at the outer surface

    T= resultant internal torque acting at x-section, from

    method of sections & equation of momentequilibrium applied about longitudinal axis

    J= polar moment of inertia at x-sectional area

    c= outer radius of the shaft

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    5.2 THE TORSION FORMULA

    Shear stress at intermediate distance,r

    t=Tr

    J

    The above two equations are referred to as the

    torsion formula

    Used only if shaft is circular, its material

    homogenous, and it behaves in an linear-elastic

    manner

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    5.2 THE TORSION FORMULA

    Solid shaft

    Jcan be determined using area element in the formof a differential ring or annulus having thickness drand circumference 2r.

    For this ring,dA = 2rdr

    J= c4

    2

    Jis a geometric property of the circular area andis always positive. Common units used for itsmeasurement are mm4and m4.

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    5.2 THE TORSION FORMULA

    Tubular shaft

    J= (co4ci

    4)2

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    5.2 THE TORSION FORMULA

    Absolute maximum torsional stress

    Need to find location where ratio Tc/Jis maximum

    Draw a torque diagram (internal torque tvs.xalongshaft)

    Sign Convention: Tis positive, by right-hand rule, isdirected outward from the shaft

    Once internal torque throughout shaft is determined,maximum ratio of Tc/Jcan be identified

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    5.2 THE TORSION FORMULA

    Procedure for analysis

    Internal loading

    Section shaft perpendicular to its axis at pointwhere shear stress is to be determined

    Use free-body diagram and equations ofequilibrium to obtain internal torque at section

    Section property

    Compute polar moment of inertia and x-sectional

    area For solid section,J= c4/2

    For tube,J= (co4 ci

    4)/2

    5 T i

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    5.2 THE TORSION FORMULA

    Procedure for analysis

    Shear stress

    Specify radial distancer, measured from centre

    of x-section to point where shear stress is to be

    found Apply torsion formula, t= Tr/Jor tmax= Tc/J

    Shear stress acts on x-section in direction that is

    always perpendicular tor

    5 T i

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    EXAMPLE 5.3

    Shaft shown supported by two bearings and

    subjected to three torques.

    Determine shear stress developed at pointsAandB,

    located at section a-aof the shaft.

    5 T i

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    EXAMPLE 5.3 (SOLN)

    Internal torque

    Bearing reactions on shaft = 0, if shaft weightassumed to be negligible. Applied torques satisfy

    moment equilibrium about shafts axis.

    Internal torque at section a-adetermined from free-body diagram of left segment.

    5 T i

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    EXAMPLE 5.3 (SOLN)

    Internal torque

    Mx= 0; 4250 kNmm 3000 kNmm T= 0

    T= 1250 kNmm

    Section property

    J= /2(75 mm)4= 4.97107mm4

    Shear stress

    Since pointAis atr= c= 75 mmtA= Tc/J= ... = 1.89 MPa

    5 T i

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    EXAMPLE 5.3 (SOLN)

    Shear stress

    Likewise for pointB,atr= 15 mm

    tB= Tr/J= ... = 0.377 MPa

    Directions of the stresses

    on elementsAandB

    established from

    direction of resultantinternal torque T.

    5 T i

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    5.2 Torsion Formulas

    EXERCISE F5-1 & F5-2

    5 Torsion

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    5.2 THE TORSION FORMULA

    EXERCISE F5-5 & F5-6

    5 Torsion

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    Problem 1 (5-2)

    750Nm

    c=100mm

    a=75mm

    25mm

    Torque carried by the shaded section ?

    ( )MPa4793.0

    025.01.02

    )1.0(75044

    max

    t

    JTc

    ( )

    Nm515

    075.01.02

    )10(4793.0 446

    max

    cT

    J

    aT

    c

    a

    a

    a

    a

    a

    tt

    Nm5152

    2

    1.0

    075.0

    3max

    1.0

    075.0 max

    rrt

    rrr

    rtrt

    dc

    d

    c

    dATa

    (b)

    (a)

    5 Torsion

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    Problem 2 (5-56)

    300Nm500Nm

    200Nm

    400Nm

    300Nm

    500Nm200Nm

    400Nm

    ( )

    ( )MPa7.75

    015.02

    015.0400

    4

    maxmax

    tJ

    cT

    68Nm

    20Nm

    49Nm35Nm

    68Nm

    20Nm

    49Nm

    35Nm

    132Nm

    ( )

    ( )MPa38.5

    025.02

    025.0132

    4

    maxmax

    tJ

    cT

    5 Torsion

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    Poweris defined as work performed per unit of

    time

    Instantaneous power is

    Since shafts angular velocity = dq/dt, we can

    also express power as

    5.3 POWER TRANSMISSION

    P= T (dq/dt)

    P= T

    Frequencyfof a shafts rotation is often reported.

    It measures the number of cycles per second

    and since 1 cycle = 2 radians, and = 2f T, thenpower

    P= 2fTEquation 5-11

    5 Torsion

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    5.3 Power Transmission

    fTP

    TP

    dt

    dTP

    q

    2

    Power:

    1watts(W)=1Nm/s1hp=550ftlb/s

    where = angular velocity(rad/s)

    f = frequency (cycle/s)

    fgmax

    JG

    TL

    G

    Lc

    J

    Tc

    cL

    GJ

    Tc

    f

    ffg

    gt

    /

    wheremax

    max

    max

    5 Torsion

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    Shaft Design If power transmitted by shaft and its frequency of

    rotation is known, torque is determined from Eqn

    5-11

    Knowing Tand allowable shear stress formaterial, tallowand applying torsion formula,

    5.3 POWER TRANSMISSION: Shaft Design

    J

    c

    T

    tallow= 5-12

    5 Torsion

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    Shaft Design

    For solid shaft, substituteJ= (/2)c4to determine c

    For tubular shaft, substituteJ= (/2)(co2 ci

    2)to

    determine coand ci

    5.3 POWER TRANSMISSION

    5 Torsion

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    EXAMPLE 5.5

    Solid steel shaft shown used to transmit 3750 Wfrom

    attached motor M. Shaft rotates at = 175 rpmandthe steel tallow= 100 MPa.

    Determine required diameter of shaft to nearest mm.

    5 Torsion

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    EXAMPLE 5.5 (SOLN)

    Torque on shaft determined fromP= T,

    Thus,P= 3750 Nm/s

    Thus,P= T, T= 204.6 Nm

    ( ) = = 18.33 rad/s175 revmin

    2rad

    1 rev

    1 min

    60 s( )

    = =J

    c

    c4

    2 c

    T

    tallow..

    .

    c= 10.92 mm

    Since 2c= 21.84 mm, select shaft with diameter of

    d= 22 mm

    5-12

    5 Torsion

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    EXERCISE

    A steel tube having an outer diameter of 62.5mmis used to transmit 3kW when turning at 27

    rev/min.

    Determine the inner diameter d of the tube the

    nearest multiples of 5mm if the allowable shear

    stress is tallow= 70MPa

    5 Torsion

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    5.4 ANGLE OF TWIST

    Angle of twistis important when analyzing reactions

    on statically indeterminate shafts

    f =T(x) dx

    J(x) G0

    L

    f = angle of twist, in radians

    T(x)= internal torque at arbitrary positionx, found

    from method of sections and equation of

    moment equilibrium applied about shafts axis

    J(x)= polar moment of inertia as a function ofx

    G= shear modulus of elasticity for material

    5-14

    5 Torsion

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    5.4 ANGLE OF TWIST

    Constant torque and x-sectional area

    f =TL

    JG

    If shaft is subjected to several different torques, or x-

    sectional area or shear modulus changes suddenly

    from one region of the shaft to the next, then apply

    Eqn 5-15 to each segment before vectorially addingeach segments angle of twist:

    f =TL

    JG

    5-15

    5 Torsion

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    5.4 ANGLE OF TWIST

    Sign convention

    Use right-hand rule: torque and angle of twist arepositive when thumb is directed outward from the

    shaft

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    5.4 ANGLE OF TWIST

    Procedure for analysis

    Internal torque

    Use method of sections and equation of moment

    equilibrium applied along shafts axis

    If torque varies along shafts length, section madeat arbitrary positionxalong shaft is represented

    as T(x)

    If several constant external torques act on shaft

    between its ends, internal torque in each segment

    must be determined and shown as a torque

    diagram

    5. Torsion

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    5.4 ANGLE OF TWIST

    Procedure for analysis

    Angle of twist

    When circular x-sectional area varies along

    shafts axis, polar moment of inertia expressed as

    a function of its positionxalong its axis,J(x) IfJor internal torque suddenly changes between

    ends of shaft, f= (T(x)/J(x)G) dxor f= TL/JGmust be applied to each segment for whichJ, T

    and Gare continuous or constant

    Use consistent sign convention for internal torque

    and also the set of units

    5. Torsion

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    EXAMPLE 5.7

    50-mm-diameter solid cast-

    iron post shown is buried 600mmin soil. Determine

    maximum shear stress in the

    post and angle of twist at its

    top. Assume torque about to

    turn the post, and soil exerts

    uniform torsional resistance of

    tNmm/mm along its 600 mmburied length. G= 40(103) MPa

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    EXAMPLE 5.7 (SOLN)

    Internal torque

    From free-body diagram

    Mz= 0; TAB= 100 N(300 mm) = 30 103Nmm

    5. Torsion

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    EXAMPLE 5.7 (SOLN)

    Internal torque: Magnitude of the uniform

    distribution of torque along buried segmentBCcanbe determined from equilibrium of the entire post.

    Mz= 0;

    100 N(300 mm) t(600 mm) = 0

    t= 50 Nmm

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    EXAMPLE 5.7 (SOLN)

    Internal torque

    Hence, from free-body diagram of a section of the

    post located at positionxwithin regionBC, we have

    Mz= 0;

    TBC50x= 0

    TBC= 50x

    5. Torsion

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    EXAMPLE 5.7 (SOLN)

    Maximum shear stress

    Largest shear stress occurs in regionAB, since

    torque largest there andJis constant for the post.

    Applying torsion formula

    tmax = = 1.22 x106N/m2= 1.22 MPaT

    AB cJ

    5. Torsion

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    EXAMPLE 5.7 (SOLN)

    Angle of twist

    Angle of twist at the top can be determined relative

    to the bottom of the post, since it is fixed and yet is

    about to turn. Both segmentsABandBCtwist, so

    fA = +

    TABLAB

    JG

    TBC dx

    JG0LBC

    .

    .

    .

    fA= 0.00147 rad

    5. Torsion

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    EXERCISE

    45

    The assembly is made of A-36 steel and consists of aSolid rod 15 mm in diameter connected to the inside

    of a tube using rigid disk at B. Determine the angle of

    twist A. The tube has an outer diameter of 30 mmwall thickness of 3mm

    5. Torsion

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    Problem 5-61 and 62

    A

    D

    B

    C

    50Nm

    30Nm

    15mm

    30mm

    3mm

    D

    B

    C

    A

    rad04706.0

    )10(75

    )3.0(50

    )10(75

    )3.0(8099

    ///

    ABBC

    AB

    ABAB

    BC

    BCBC

    BACBACA

    JJ

    GJ

    LT

    GJ

    LT

    ffff

    rad00681.0)10(75

    )3.0(809

    //

    BC

    BC

    BCBCBCDCB

    J

    GJ

    LTfff

    ( )( )4

    44

    0075.02

    012.0015.0

    2

    AB

    BC

    J

    J

    5. Torsion

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    EXERCISE F5-7/F5-8/F5-10/F5-11

    5. Torsion

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    CHAPTER REVIEW

    Torque causes a shaft with circular x-section to

    twist, such that shear strain in shaft isproportional to its radial distance from its centre

    Provided that material is homogeneous and

    Hookes law applies, shear stress determinedfrom torsion formula, t= (Tc)/J

    Design of shaft requires finding the geometric

    parameter, (J/C) = (T/tallow)

    Power generated by rotating shaft is reported,from which torque is derived; P = T

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    CHAPTER REVIEW

    Angle of twist of circular shaft determined from

    If torque andJGare constant, then

    For application, use a sign convention for

    internal torque and be sure material does notyield, but remains linear elastic

    f =TL

    JG

    f =T(x) dx

    JG0L

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    If shaft is statically indeterminate, reactive

    torques determined from equilibrium,compatibility of twist, and torque-twist

    relationships, such as f= TL/JG

    Solid noncircular shafts tend to warp out ofplane when subjected to torque. Formulas are

    available to determine elastic shear stress and

    twist for these cases

    Shear stress in tubes determined byconsidering shear flow. Assumes that shear

    stress across each thickness of tube is

    constant

    CHAPTER REVIEW

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    CHAPTER REVIEW

    Shear stress in tubes determined from

    t= T/2tAm

    Stress concentrations occur in shafts when x-

    section suddenly changes. Maximum shear

    stress determined using stress concentrationfactor,K(found by experiment and represented

    in graphical form). tmax= K(Tc/J)

    If applied torque causes material to exceed

    elastic limit, then stress distribution is notproportional to radial distance from centerline

    of shaft

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    CHAPTER REVIEW

    Instead, such applied torque is related to stress

    distribution using the shear-stress-shear-straindiagram and equilibrium

    If a shaft is subjected to plastic torque, and

    then released, it will cause material to respondelastically, causing residual shear stress to be

    developed in the shaft