project final edited.pdf

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UNIVERSITY OF NAIROBI SCHOOL OF ENGINEERING DEPARTMENT OF MECHANICAL AND MANUFACTURING ENGINEERING FINAL YEAR PROJECT REPORT [FME 561 & 562] PROJECT TITLE COMPUTER AIDED MACHINE DESIGN: CASE STUDY ON THE DESIGN OF A SCREW JACK PROJECT CODE: MFO 02/2016 SUPERVISOR: PROF. ODUORI F. M. COMPILED BY: MOKORO ALBERT BORIGA - F18/1504/2011 NYABUTI JACK ONDARI - F18/44699/2012 IN PARTIAL FULFILLMENT OF THE AWARD OF THE DEGREE OF BACHELOR OF SCIENCE IN MECHANICAL AND MANUFACTURING ENGINEERING APRIL 2016

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Page 1: Project Final edited.pdf

UNIVERSITY OF NAIROBI

SCHOOL OF ENGINEERING

DEPARTMENT OF MECHANICAL AND MANUFACTURING ENGINEERING

FINAL YEAR PROJECT REPORT

[FME 561 & 562]

PROJECT TITLE

COMPUTER AIDED MACHINE DESIGN: CASE STUDY ON THE DESIGN OF

A SCREW JACK

PROJECT CODE: MFO 02/2016

SUPERVISOR: PROF. ODUORI F. M.

COMPILED BY:

MOKORO ALBERT BORIGA - F18/1504/2011

NYABUTI JACK ONDARI - F18/44699/2012

IN PARTIAL FULFILLMENT OF THE AWARD OF THE DEGREE OF

BACHELOR OF SCIENCE IN MECHANICAL AND MANUFACTURING

ENGINEERING

APRIL 2016

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Declaration

We, the undersigned, declare that this project is of our original work and has not been

submitted for a degree award in any other institution of higher learning or published

anywhere else.

MOKORO BORIGA ALBERT - F18/1504/2011

Signature: ………………………

Date: …… May, 2016

NYABUTI JACK ONDARI - F18/44699/2012

Signature: ………..………….

Date: ….. May, 2016

This project has been submitted for examination with the approval of our project

supervisor

PROF. F.M ODUORI

Signature: ………………………

Date: ……. May, 2016

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Dedication

To our families, friends and the Academic Staff at the Department of Mechanical Engineering for

their guidance and support from the start to the end of our undergraduate studies successfully at

the University of Nairobi.

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Acknowledgement

We would like to acknowledge and appreciate the great guidance from our project

supervisor, Prof. F.M Oduori.

We would also like to thank our parents and classmates for their encouragement,

understanding and support throughout the entire project.

We would also like to thank the almighty God for bringing us this far and giving us the

strength to carry out the project.

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Notations

𝑝 - Pitch of screw thread (π‘šπ‘š)

𝑛 - Number of threads in contact with screwed spindle

𝑙 - Lead of screw thread (π‘šπ‘š)

𝑑 - Thickness of screw

𝑑 - Nominal diameter of screw (π‘šπ‘š)

𝑑𝑐 - Core diameter of screw (π‘šπ‘š)

π‘‘π‘š - Mean diameter of screw (π‘šπ‘š)

πœƒ - Friction angle (π‘‘π‘’π‘”π‘Ÿπ‘’π‘’)

𝛼 - Helix angle of screw (π‘‘π‘’π‘”π‘Ÿπ‘’π‘’)

π‘Š- Load (π‘˜π‘”)

𝑁 - Normal reaction (π‘π‘’π‘€π‘‘π‘œπ‘›, 𝑁)

πœ‡ βˆ’ Coefficient of friction

𝑃 - Effort (π‘π‘’π‘€π‘‘π‘œπ‘›, 𝑁)

𝑇 - Torque (𝑁. π‘š)

πœ‚ βˆ’ Efficiency (%)

πΉπ‘™π‘œπ‘Žπ‘‘- The force the jack exerts on the load. (π‘π‘’π‘€π‘‘π‘œπ‘›, 𝑁)

πΉπ‘’π‘“π‘“π‘œπ‘Ÿπ‘‘- The rotational force exerted on the handle of the jack. (π‘π‘’π‘€π‘‘π‘œπ‘›, 𝑁)

π‘Ÿ-the length of the jack handle (π‘šπ‘š)

𝑀. 𝐴 – Mechanical advantage

πœ‹ = 3.141592654

BS – British standards

πœŽπ‘ - Pure compression stress

𝐴𝑐 - Cross sectional area of the screw shaft

πœŽπ‘(π‘šπ‘Žπ‘₯) -Maximum principal stress

πœπ‘šπ‘Žπ‘₯ - Maximum shear stress

𝐽 - Polar moments

𝑃𝑏 - Bearing pressure on the nut

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𝑑1 - Thickness of nut collar

β„Ž - Height of the nut

𝐷1- Outer diameter of nut collar

𝐷2- Outside diameter of nut collar

πœŽπ‘‘ - Tearing strength of the nut

πœŽπ‘ - Crushing strength of the nut

𝜏(π‘ π‘π‘Ÿπ‘’π‘€) -Shearing stress on the screw

𝜏(𝑛𝑒𝑑)- Shearing stress on the nut

𝜏-Shearing stress of nut collar

𝐷3- Diameter of head on top of screw

𝐷4- Diameter of pin

𝑇-Total torque to which the handle is

subjected

𝑇1- Torque required to rotate the screw

𝑇2–Torque required to overcome

friction

𝑇- Total torque subjected to handle

πœŽπ‘¦-Yield stress

𝐿 – Length of the handle

D - Diameter of handle

M - Bending moment

H - The height of head

πœŽπ‘- Bending stress

𝐿𝑒𝑓𝑓 - Effective length of screw

𝐻1 – Lift of screw

π‘Šπ‘π‘Ÿ - Buckling or Critical load

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𝐸 – Young’s modulus or modulus of elasticity

𝐢 - End fixity coefficient

𝑅- Slenderness ratio

π‘˜ - The radius of gyration

𝐻𝐡 – Hardness number

𝐼 βˆ’ Moment of inertia of the cross section.

𝐷5- Diameter of body at the top

𝑑2- Thickness of body

𝑑3- Thickness of base

𝐷6- Inner Diameter at the bottom

𝐷7- Outer Diameter at the bottom

𝐻𝑏- Height of the body

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Notations as Used In the Matlab Script

H1 - lift of screw

U - Coefficient of friction

y - Friction angle

Pb – Bearing Pressure

TstrYP – Tensile yield strength

CstrYP – Compressive yield strength

SHstrYP – Shear yield strength

p -pitch

f- Factor of safety

R - Slenderness ratio

Ac – cross-sectional area using core

diameter

Leff - Effective length

d1 – Minor diameter

d2 – Major diameter

dm – Mean diameter

h - Height of nut

Fm - Effort

D1 – Outer diameter of nut

D2 – Outer diameter of collar

D3 – Diameter of cup

D4 – Diameter of pin

D5 – Diameter of body at the top

D6 – Inside diameter at the bottom

D7 – Outside diameter at the bottom

Helix – Helix angle

CstrB - Compressive stress

SHstrB – Shear stress

SHstrmax – Maximum shear stress

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t1 – Collar thickness

t2 – Thickness of body

t3 – Thickness of base

Wcr – Critical load

Rcr – Critical slenderness ratio

disp - Display

Round–To round off to the nearest

whole number

Ceil-To round off towards the

positive infinity

Floor - To round of towards the

negative infinity

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Abstract

A screw jack serves to give mechanical advantage by changing rotational force to linear force

thus allowing one to lift a load and support it at a given height.

The aim of the project was to come up with a design procedure for a simple screw jack and

coding in Matlab to form a program that would require one to enter the mechanical properties of

the materials to be used, lift and the desired load to be supported.

This case study is divided into various sections that describes classification of screw threads,

parts of the screw jack and selection of materials used for construction that are in agreement with

current industry practice of screw jack design.

The design procedure adopted here is from design of machine elements by V. B. Bhandari and

coded the design procedures using Matlab to serve the same function fast and efficient. This is

realized as we obtained the similar theoretical and Matlab solutions as coded. Application of the

procedure manually is tedious and extraneous since its lengthy and time consuming. Using

Matlab for the same makes work easier, efficient and fast for designers since only material

properties and specific design requirements such as lift and load are the only required input.

A factor of safety of 5 and above should be used in this design to reduce high chances of failure

due to dynamic loadings and impact loadings. Dynamics loading is as a result of external

interferences such as whirl wind, earth tremors and external forces while impact loading is such

as load is applied suddenly with a short time and results into high stresses which can cause failure

hence this calls for a high factor of safety.

Keywords: Screw Jack, Classification of threads, Square thread, Components, Design procedure,

Matlab script/code and Program run and Solution.

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List of Figures and Tables

Figure 2.1: Sample screw jack and parts ......................................................................................... 5

Figure 2.2: Examples of mechanical jacks (a) Floor Jack (b) Scissor jack .................................... 7

Figure 3.1: Nomenclature of square thread .................................................................................... 9

Figure 3.2: Nomenclature of ISO metric trapezoidal thread ......................................................... 10

Figure 3.3: Nomenclature of buttress thread ................................................................................. 11

Figure 3.4: Screw Nomenclature (Bhandari, 2010) ...................................................................... 12

Figure 3.5: Unwound thread .......................................................................................................... 14

Figure 3.6: Force diagram for lifting load .................................................................................... 15

Figure 3.7: Force diagram for lowering load................................................................................ 16

Figure 3.8: Graph of efficiency against helix angle for various 𝝁 ................................................ 20

Table 3.1: Coefficient of friction under different conditions (Gupta, 2005) .................................. 22

Table 3.2: Coefficient of friction when thrust collars are used (Gupta, 2005) .............................. 22

Table 3.3: Values of end fixity coefficients(c) (Nisbet, 2015) ........................................................ 23

Table 4.1: Mechanical Properties of Cast iron – Appendix A (Marshek, 2012) ........................... 26

Table 4.2: Mechanical Properties of Plain carbon steel – Appendix B (Nyangasi, 18 December,

2006) ....................................................................................................................................... 27

Table 4.3: Safe Bearing Pressures for Power screws – Appendix C (Nyangasi, 18 December,

2006) & (Gupta,2005) ........................................................................................................... 28

Table 5.1: Average Weight of Vehicles in USA .............................................................................. 29

Figure 5.1: Section of screw spindle .............................................................................................. 30

Figure 5.2: Section of Nut collar 1 ................................................................................................ 35

Figure 5.3: Section of Pin .............................................................................................................. 36

Figure 5.4: Section of Cup ............................................................................................................. 37

Table 5.2: Maximal Isometric Force by General European Working Population for Whole Body

Work in a Standing Posture .................................................................................................... 38

Figure 5.5: Section of Lever ........................................................................................................... 38

Figure 5.6: Section of Lever - Diameter ........................................................................................ 39

Figure 5.7: Section of Screw Head ................................................................................................ 40

Figure 5.8: Section of Frame (Body) ............................................................................................. 43

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Table of Contents Declaration .................................................................................................................................................... ii

Dedication .................................................................................................................................................... iii

Acknowledgement ....................................................................................................................................... iv

Notations ....................................................................................................................................................... v

Notations as Used In the Matlab Script ................................................................................................... viii

Abstract ......................................................................................................................................................... x

List of Figures and Tables .......................................................................................................................... xi

CHAPTER ONE .......................................................................................................................................... 1

SCREW JACK ............................................................................................................................................ 1

1.0 Background ............................................................................................................................................ 1

1.1 Problem Statement ................................................................................................................................ 2

1.2 Objectives of the Study ..................................................................................................................... 2

CHAPTER 2 ................................................................................................................................................ 3

LITERATURE REVIEW ........................................................................................................................... 3

2.0 Introduction ........................................................................................................................................... 3

2.1 Operation ............................................................................................................................................... 3

2.2 Construction of a Screw Jack ............................................................................................................... 3

2.3 Advantages and Disadvantages of the Screw Jack ............................................................................. 5

2.3.1 Advantages ...................................................................................................................................... 5

2.3.2 Disadvantages ................................................................................................................................. 5

2.4 Mechanical Advantage (M.A)............................................................................................................... 6

2.5 Common Types of Screw Jack ............................................................................................................. 7

2.6 Factors to Consider in Selection of the Best Jack for Application Purposes ................................... 8

CHAPTER 3 ................................................................................................................................................ 9

CLASSIFICATION OF SCREW THREADS .......................................................................................... 9

3.1 Introduction ........................................................................................................................................... 9

3.1.1 Square Thread ................................................................................................................................ 9

3.1.1.1 Nomenclature of Square Thread ............................................................................................ 9

3.1.1.2 Advantages of the Square Thread .......................................................................................... 9

3.1.1.3 Disadvantages of Square Thread ........................................................................................... 9

3.1.2 ISO Metric Trapezoidal Threads ................................................................................................ 10

3.1.2.1 Nomenclature of ISO Metric Trapezoidal Thread ............................................................. 10

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3.1.2.2 Advantages of the Trapezoidal Thread ............................................................................... 10

3.1.2.3 Disadvantages of Trapezoidal Threads ............................................................................... 11

3.1.3 Buttress Thread ............................................................................................................................ 11

3.1.3.1 Advantages of Buttress Thread ............................................................................................ 11

3.1.3.2 Disadvantages of Buttress Thread ....................................................................................... 11

3.2 Thread Series ....................................................................................................................................... 12

3.3 Definition of Screw Thread Basic Terms .......................................................................................... 12

3.4 Torque Requirement - Lifting Load .................................................................................................. 14

3.5 Torque Requirement - Lowering Load ............................................................................................. 16

3.6 Over Hauling and Self-Locking Screws ............................................................................................ 17

3.7 Efficiency of the Square Threaded Screw ......................................................................................... 19

3.8 Efficiency of Self-Locking Screw ....................................................................................................... 21

3.9 Coefficient of Friction, 𝝁 ..................................................................................................................... 21

3.10 Buckling of Columns ......................................................................................................................... 22

CHAPTER 4 .............................................................................................................................................. 24

MATERIALS SELECTION .................................................................................................................... 24

4.0 Introduction ......................................................................................................................................... 24

4.1 Engineering Materials for Components ............................................................................................ 24

4.2 Steps for Selection of Materials for Components ............................................................................. 25

4.3 Components and their Specific Materials Selected .......................................................................... 26

4.3.1 Frame (Body) ................................................................................................................................ 26

4.3.2 Screw ............................................................................................................................................. 27

4.3.3 Nut 27

4.3.4 Handle ........................................................................................................................................... 28

4.4.4 Cup 28

4.4.5 Set Screw and Lock nut + Washer .............................................................................................. 28

CHAPTER 5 .............................................................................................................................................. 29

DESIGN PROCEDURE FOR THE SCREW JACK ............................................................................. 29

5.0 Introduction ......................................................................................................................................... 29

5.1 Design for Screw Shaft ........................................................................................................................ 29

5.1.1 Core Diameter ............................................................................................................................... 29

5.1.2 Torque Required to Rotate the Screw ........................................................................................ 30

5.1.3 Screw Stresses ............................................................................................................................... 31

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5.1.4 Principal Stresses .......................................................................................................................... 31

5.2 Design for Nut ...................................................................................................................................... 32

5.2.1 Height of the Nut .......................................................................................................................... 32

5.2.2 Stresses in the Screw and Nut...................................................................................................... 33

5.2.3 The outer diameter of Nut ........................................................................................................... 34

5.2.4 The outside diameter of Collar .................................................................................................... 34

5.2.5 Thickness of the Nut Collar ......................................................................................................... 35

5.3 Design for Handle and Cup ................................................................................................................ 35

5.3.1 Dimensions of Diameter of Head on Top of Screw and for the Cup π‘«πŸ‘ ................................. 35

5.3.2 Torque Required to Overcome Friction ..................................................................................... 37

5.3.3 Total Torque Subjected to the Handle ....................................................................................... 37

5.3.4 Diameter of Handle/Lever ........................................................................................................... 38

5.3.5 Height of Head .............................................................................................................................. 39

5.3.6 Design Check against Instability/Buckling ................................................................................ 40

5.4 Design of Body ..................................................................................................................................... 41

5.4.1 Dimensions for the body of the screw ......................................................................................... 41

5.5 Efficiency of the Screw Jack ............................................................................................................... 43

5.6 Matlab Script File ................................................................................................................................ 44

5.6.1 Screw Jack Matlab Design Script/Code ..................................................................................... 44

5.6.2 Program Run of the Design Script/Code & Solution ................................................................ 48

5.7 Recommendation ................................................................................................................................. 49

6.0 APPENDICES ..................................................................................................................................... 50

6.1 Appendix A: Mechanical Properties of Cast Iron ............................................................................ 50

6.2 Appendix B: Mechanical Properties of Steels ................................................................................... 51

6.3 Appendix C: Safe Bearing Pressure for Power Screws .................................................................... 52

6.4 Appendix D: Basic Dimensions for Square Threads in Mm (Fine Series) According To IS:

4694 -1968 (Reaffirmed 1996) (Gupta, 2005) .......................................................................................... 53

References .................................................................................................................................................. 55

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CHAPTER ONE

SCREW JACK

1.0 Background

Engineers play a key role in the development of our society, contributing towards building the

economy and inspiring changes that improve on the quality of life. They possess the ability to

comprehend technological processes and creative thinking skills which can help in the solving of

the present problems in both business and the industrial world.

Due to global and technological changes in the world today there is a need for research and

development activities to help counter this, and this can be in terms of complete or slight changes

from the existing technology and all this work requires an engineer.

In an effort to improve the quality of life a power screw was invented, which is also called a

translational screw that converts rotary motion into translation motion. Power screws have many

applications such as in vices, fastening machines, screw jack and many others. The screw jack is

one of the power screws in which a small force is required to be applied to raise or lower a large

load (Bhandari, 2010).

A lifting jack was first designed by Leonardo da Vinci in the late 1400s who demonstrated the

use of a screw jack for lifting loads using a threaded worm gear that was supported in bearings

and rotated by turning the worm shaft to drive a lifting screw to move the load.

In the early 1880s Frank Henry Sleeper designed a lifting jack which was also based on the

principle of ball bearings for supporting a load and transforming rotary motion into translation

motion. This design patent was bought by Arthur Osmore Norton leading to the first Norton

jacks, which were produced in Boston.

In 1883 a Mississippi river boat captain named Josiah Barrett came up with an idea of the ratchet

jack which was based on the familiar lever and fulcrum principle. Duff manufacturing company

took up that chance and started the production of Barrett jacks. More recent screw jack designs

have concentrated on improved efficiency and durability (Collection, 2015).

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So many writers have come up with so many versions of the design procedures which are lengthy

and tedious to follow through. The design work can be made easy by coding the procedure in a

computer program (Matlab) to reduce the calculation time in designing and considering all design

constraints and factors.

1.1 Problem Statement

Many authors for example Eng. Nyangasi, Van Kudoth Naik, Gupta R.S. Khurmi, J.Keith

Nisbett, and Richard G. Budynas came up with varying procedures for the design of power

screws. These procedures are mostly lengthy and tedious to work with. The purpose of this

project is to come up with a software or program that can be used to design a power screw in this

case a screw jack, so as to save future designers from the tedious work involved in the procedures

available.

1.2 Objectives of the Study

This project is intended to help future designers of powers screws to easily come up with

dimensions of the required power screws by just keying in material properties and the load to be

supported to an available program.

The objectives of the project are:

Select a material with desired properties for the design of a power screw more specifically

a screw jack.

To come up with a design procedure for the design of a screw jack.

To code the procedure above in a language most preferably Matlab.

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CHAPTER 2

LITERATURE REVIEW

2.0 Introduction

Screw jack is also called jack screw in other terms. A screw jack is an example of a power screw

and referred to as a mechanical device that can increase the magnitude of an effort force. Screw

jacks are used for raising and lowering platforms and they provide a high mechanical advantage

in order to move moderately heavy and large weights with minimum effort. They function by

turning the lead screw when raising or lowering of loads.

2.1 Operation

The jack can be raised and lowered with a metal bar that is inserted into the jack. The operator

turns the bar with his/her hands in a clockwise direction. This turns the screw inside the jack and

makes it go up. The screw lifts the small metal cylinder and platform that are above it. As the

jack goes up, whatever is placed above it will raise as well, once the jack makes contact. The bar

is turned until the jack is raised to the required level. To lower the jack the bar is turned in the

opposite direction.

2.2 Construction of a Screw Jack

A screw jack consists of a screw and a nut. The nut is fixed in a cast iron frame and remains

stationary. The rotation of the nut inside the frame is prevented by pressing a set screw against it.

The screw is rotated in the nut by means of a handle, which passes through a hole in the head of

the screw. The head carries a platform, which supports the load and remains stationary while the

screw is being rotated. A washer is fixed to the other end of the screw inside the frame, which

prevents the screw from being completely turned out of the nut. Figure 2.1 below shows a screw

jack and its parts and description as labeled.

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Figure 2.1: Sample screw jack and parts

2.3 Advantages and Disadvantages of the Screw Jack

2.3.1 Advantages

The load can be kept in lifted position since the screw jack is self-locking. This means it remains

motionless where it was left when the rotational force on the screw is withdrawn. It will not

rotate backwards regardless of size of the weight.

Screw jacks also lift or raise the moderate heavy weights against gravity and uses very small

handle force that can be applied manually.

2.3.2 Disadvantages

The major disadvantage of the screw jack is that chances of dropping, tipping or slipping of the

load are high and can cause serious accidents hence the device is termed as not safe fail.

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Accidents caused by screw jack are due to the following reasons:

(a) Improper securing of load on the jack.

(b) Overloading.

(c) Off center of axis of the jack with respect to center of gravity hence not ideal for side

loads.

(d) Placing the jack on a soft ground and unleveled surface.

(e) Using the jack for wrong purpose instead of using it for the purpose for which it is

designed.

Precaution: Long lifts should be avoided since they can cause serious overheating and generate

a large amount of heat. It should therefore be used under ambient temperatures with the

use of the required lubricants. Design and manufacturer’s instructions such as speed, load

capacity and recommended temperatures must be followed to avoid accidents. Always

keep the mating surfaces clean after use and check for wear and damage on the surfaces.

2.4 Mechanical Advantage (M.A)

The mechanical advantage of a screw jack can be referred to as the ratio of the force the jack

exerts on the load to the input force on the lever, neglecting friction. However, most screw jacks

have large amounts of friction which increase the required input force, so the actual mechanical

advantage is often only 30% to 50% of this figure (Bhandari, 2010).

𝑀. 𝐴 =πΉπ‘™π‘œπ‘Žπ‘‘

πΉπ‘’π‘“π‘“π‘œπ‘Ÿπ‘‘

Where

πΉπ‘™π‘œπ‘Žπ‘‘ = π‘‡β„Žπ‘’ π‘“π‘œπ‘Ÿπ‘π‘’ π‘‘β„Žπ‘’ π‘—π‘Žπ‘π‘˜ 𝑒π‘₯π‘’π‘Ÿπ‘‘π‘  π‘œπ‘› π‘‘β„Žπ‘’ π‘™π‘œπ‘Žπ‘‘

πΉπ‘’π‘“π‘“π‘œπ‘Ÿπ‘‘ = π‘‡β„Žπ‘’ π‘Ÿπ‘œπ‘‘π‘Žπ‘‘π‘–π‘œπ‘›π‘Žπ‘™ π‘“π‘œπ‘Ÿπ‘π‘’ 𝑒π‘₯π‘’π‘Ÿπ‘‘π‘’π‘‘ π‘œπ‘› π‘‘β„Žπ‘’ β„Žπ‘Žπ‘›π‘‘π‘™π‘’ π‘œπ‘“ π‘‘β„Žπ‘’ π‘—π‘Žπ‘π‘˜

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2.5 Common Types of Screw Jack

Commonly used screw jacks are as shown below

(a)

(b)

Figure 2.2: Examples of mechanical jacks

(a) Floor Jack (b) Scissor jack

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A screw jack is a device that lifts heavy equipment. The most common form is a car jack, floor

jack or garage jack which lifts vehicles so that maintenance can be performed. Car jacks usually

use mechanical advantage to allow a human to lift a vehicle by manual force alone. Screw jacks

are usually rated for maximum lifting capacity. There are several types of mechanical jacks:

scissor jack, floor jack, scaffolds, bottle jack etc.

Advantages

They are self-locking.

They are simple to design.

They are cheap and affordable.

They can lifts moderately loads like cars with very less force.

Disadvantages

They should always be lubricated.

They cannot be used to lift or support very heavy loads.

2.6 Factors to Consider in Selection of the Best Jack for Application Purposes

1. Consider the load carrying capacity of the lifting screw (column load) when jacks are

loaded in compression. How high do you need to lift the load? One must choose a jack

whose lifting screw is stout enough to handle the load at full rise.

2. Consider the travel speed of the dynamic load. The speed at which the load will be moved

is a limiting factor. How fast do you need to move the load? Sometimes double lead

machine screw jacks or ball screw jacks are a better choice in a given application.

3. How frequently will the jack need to move the load? Remember that heat builds up

between the machine screw and nut during normal operation. Duty cycles for machine

screw jacks must include periods of rest to dissipate that heat.

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CHAPTER 3

CLASSIFICATION OF SCREW THREADS

3.1 Introduction

Screw jacks commonly use various forms of threads, namely; square threads, ISO metric

trapezoidal threads and buttress thread.

3.1.1 Square Thread

As the name suggest, it has a square cross section of the thread. It is the most common form used

by the screw jack and used especially in high load applications.

3.1.1.1 Nomenclature of Square Thread

`

Figure 3.1: Nomenclature of square thread

3.1.1.2 Advantages of the Square Thread

The advantages of square threads are as follows:

(i) They have high efficiency.

(ii) They have lower friction coefficient hence less power loss in lifting the load.

(iii)Motion of the nut is uniform since there is no side thrust and radial pressure on the nut.

3.1.1.3 Disadvantages of Square Thread

The disadvantages of square threads are as follows:

(i) The threads are usually turned on a lathe machine with a single point cutting tool hence

expensive compared to machining with multi-point cutting tools. This makes them more

difficult to manufacture.

(ii) The strength of a screw depends upon the thread thickness at the core diameter. Square

threads have less thickness at core diameter than trapezoidal threads. This reduces the

load carrying capacity of the screw.

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(iii) It is not possible to compensate for wear in square threads since wear of the thread

surface becomes a serious problem in the service life of the power screw. Therefore,

replacement of the nut or the screw is required when worn out.

Applications: Square threads are used for screw-jacks and presses.

3.1.2 ISO Metric Trapezoidal Threads

These are threads with trapezoidal outline profile. They are most commonly used for lead screws.

They offer high strength and ease of manufacture.

3.1.2.1 Nomenclature of ISO Metric Trapezoidal Thread

Figure 3.2: Nomenclature of ISO metric trapezoidal thread

3.1.2.2 Advantages of the Trapezoidal Thread

(i) They are cheap to manufacture as compared to square threads. Multi-point cutting

tools are employed for machining compared to single point cutting tools that are

used in machining square threads.

(ii) The trapezoidal thread has greater thickness at core diameter than that of the

square thread. Therefore, a screw with trapezoidal threads is stronger than an

equivalent screw with square threads. Such a screw has large load carrying

capacity.

(iii) The axial wear on the surface of the trapezoidal threads can be compensated by

means of a split-type of nut. The nut is cut into two parts along the diameter. As

wear progresses, the looseness is prevented by tightening the two halves of the nut

together. The split-type nut can be used only for trapezoidal threads. It is used in

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lead-screw of lathe to compensate wear at periodic intervals by tightening the two

halves.

3.1.2.3 Disadvantages of Trapezoidal Threads

The disadvantages of trapezoidal threads are as follows:

(i) The efficiency of trapezoidal threads is less than that of square threads.

(ii) Trapezoidal threads result in side thrust or radial pressure on the nut. The radial pressure

or bursting pressure on the nut affects its performance.

Application: Trapezoidal and acme threads are used for lead-screw and other power transmission

devices in machine tools.

3.1.3 Buttress Thread

Figure 3.3: Nomenclature of buttress thread

3.1.3.1 Advantages of Buttress Thread

The advantages of buttress threads are as follows:

(i) It has higher efficiency compared to trapezoidal threads.

(ii) It can be economically manufactured on a thread milling machine.

(iii) The axial wear at the thread surface can be compensated by means of split-type nut.

(iv) A screw with buttress threads is stronger than equivalent screw with either square threads

or trapezoidal threads. This is because of greater thickness at the base of the thread.

3.1.3.2 Disadvantages of Buttress Thread

The buttress threads have one disadvantage. They can transmit power and motion only in one

direction as compared to square and ISO metric trapezoidal threads, which can transmit force and

motion in both directions.

Application: Buttress threads are used in vices, where force is applied only in one direction.

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3.2 Thread Series

There are three standard thread series in the unified screw thread system;

Fine series

Coarse series

Normal series

Fine thread series have more threads per axial distance and thus have a smaller pitch while coarse

thread series have a large pitch (fewer threads per axial distance). This shows that fine series

threads are stronger as compared to coarse thread series of the same dimensions (diameter)

(Fasteners, 2005).

Fine series has advantages over the other series, these are;

They have large stress areas hence are strong in compression.

They have a larger minor diameter which develops higher torsional and shear strength.

They have smaller helix angle therefore permitting closer adjustment accuracy.

3.3 Definition of Screw Thread Basic Terms

Figure 3.4: Screw Nomenclature (Bhandari, 2010)

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The terminologies of the screw thread are defined as follows (Gupta, 2005):

(i) Pitch (𝒑)

The pitch is defined as the distance measured parallel to the axis of the screw from a

point on one thread to the corresponding point on the adjacent thread.

(ii) Lead (𝒍)

The lead is defined as the distance measured parallel to the axis of the screw that the

nut will advance in one revolution of the screw.

For a single threaded screw 𝒍 = 𝒑

For a double threaded screw 𝒍 = πŸπ’‘

(iii) Nominal or Outside Diameter (𝒅𝒐)

It is the largest diameter of the screw. It is also called major diameter.

(iv) Core or Minor Diameter(𝒅𝒄)

It is the smallest diameter of the screw thread.

𝑑𝑐 = π‘‘π‘œ βˆ’ 𝑝

(v) Mean Diameter (π’…π’Ž)

π‘‘π‘š =(π‘‘π‘œ + 𝑑𝑐)

2

π‘‘π‘š = π‘‘π‘œ βˆ’ 0.5𝑝

(vi) Helix Angle(𝜢)

It is defined as the angle made by the helix of the thread with a plane perpendicular to

the axis of the screw. The helix angle is related to the lead and the mean diameter of

the screw.

Taking one thread of the screw and unwinding, one complete turn is developed. The thread will

become the hypotenuse of a right-angled triangle with the base πœ‹π‘‘π‘š and height being equal to the

lead 𝑙.

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Figure 3.5: Unwound thread

This right-angled triangle gives the relationship between the helix angle, mean diameter and lead,

which can be expressed in the following form:

tan 𝛼 = 𝑙

πœ‹π‘‘π‘š

Where

𝛼 = π‘‡β„Žπ‘’ β„Žπ‘’π‘™π‘–π‘₯ π‘Žπ‘›π‘”π‘™π‘’ π‘œπ‘“ π‘‘β„Žπ‘’ π‘‘β„Žπ‘Ÿπ‘’π‘Žπ‘‘.

The following conclusions can be drawn on the basis of the development of thread:

The screw can be considered as an inclined plane with 𝛼 as the angle of inclination.

The load π‘Š always acts in the vertical downward direction. When the load π‘Š is raised, it

moves up the inclined plane. When the load π‘Š is lowered, it moves down the inclined

plane.

The load π‘Š is raised or lowered by means of an imaginary force 𝑃 acting at the mean

radius of the screw. The force 𝑃 multiplied by the mean radius (π‘‘π‘š/2) gives the torque

𝑇 required to raise or lower the load. Force 𝑃 is perpendicular to load π‘Š.

3.4 Torque Requirement - Lifting Load

The screw is considered as an inclined plane with inclination 𝛼 when the load is being raised. The

following forces act at a point on this inclined plane:

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Figure 3.6: Force diagram for lifting load

Load 𝑾: It always acts in the vertical downward direction.

Normal reaction 𝑡: It acts perpendicular (normal) to the inclined plane.

Frictional force 𝝁𝑡: Frictional force acts opposite to the motion. Since the load is moving up the

inclined plane, frictional force acts along the inclined plane in downward direction.

Effort 𝑷: The effort 𝑃 acts in a direction perpendicular to the load π‘Š. It may act towards the

right to overcome the friction and raise the load.

Resolving forces horizontally,

𝑃 = πœ‡π‘ cos 𝛼 + 𝑁 sin 𝛼 (3.0)

Resolving forces vertically,

π‘Š = 𝑁 cos 𝛼 βˆ’ πœ‡π‘ sin 𝛼 (3.1)

Dividing equation (3.0) 𝑏𝑦 (3.1) we get:

𝑃 =π‘Š(πœ‡ cos 𝛼+sin 𝛼)

(cos π›Όβˆ’πœ‡ sin 𝛼) (3.2)

Dividing the numerator and denominator of the right hand side of equation (3.2) by π‘π‘œπ‘  𝛼 we

get:

𝑃 =π‘Š(πœ‡+tan 𝛼)

(1βˆ’πœ‡ tan 𝛼) (3.3)

The coefficient of friction ΞΌ can be expressed as follows:

πœ‡ = tan πœƒ (3.4)

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Where

πœƒ = the friction angle.

Substituting (3.4) into equation (3.3),

𝑃 =π‘Š(tan πœƒ+tan 𝛼)

(1βˆ’tan πœƒ tan 𝛼) (3.5)

𝑃 = π‘Š tan(𝛼 + πœƒ) (3.6)

The torque 𝑇 required to raise the load is given by:

𝑇 = 𝑃 Γ—π‘‘π‘š

2

Whence

𝑇 =[π‘Š tan(𝛼+πœƒ)]π‘‘π‘š

2 (3.7)

3.5 Torque Requirement - Lowering Load

When the load is being lowered, the following forces act at a point on the inclined plane:

Load 𝑾: It always acts in the vertical downward direction.

Normal reaction 𝑡: It acts perpendicular (normal) to the inclined plane.

Frictional force 𝝁𝑡: Frictional force acts opposite to the motion. Since the load is moving down

the inclined plane, frictional force acts along the inclined plane in the upward direction.

Figure 3.7: Force diagram for lowering load

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Effort 𝑷: The effort 𝑃 acts in a direction perpendicular to the load π‘Š. It should act towards left

to overcome the friction and lower the load.

Resolving horizontally,

𝑃 = πœ‡ 𝑁 π‘π‘œπ‘  𝛼 βˆ’ 𝑁 𝑠𝑖𝑛 𝛼 (3.8)

Resolving vertically,

π‘Š = 𝑁 π‘π‘œπ‘  𝛼 + πœ‡ 𝑁 𝑠𝑖𝑛 𝛼 (3.9)

Dividing expression (3.8) by (3.9) we get as follows:

𝑃 =π‘Š(πœ‡ cos π›Όβˆ’sin 𝛼)

(cos 𝛼+πœ‡ sin 𝛼) (3.10)

Dividing the numerator and denominator of the right hand side of equation (3.10) by cos Ξ±:

𝑃 =π‘Š(πœ‡βˆ’tan 𝛼)

(1+πœ‡ tan 𝛼) (3.11)

Substituting equation (3.4) into Equation (3.11),

𝑃 =π‘Š(tan πœƒβˆ’tan 𝛼)

(1+tan πœƒ tan 𝛼) (3.12)

Whence

𝑃 = π‘Š π‘‘π‘Žπ‘› (πœƒ βˆ’ 𝛼) (3.13)

The torque 𝑇 required to lower the load is given by,

𝑇 = 𝑃 Γ—π‘‘π‘š

2

Whence

𝑇 =[π‘Š tan(πœƒβˆ’π›Ό)]π‘‘π‘š

2 (3.14)

3.6 Over Hauling and Self-Locking Screws

From equation (3.14), we know torque required to lower load is given by:

𝑇 =[π‘Š tan(πœƒ βˆ’ 𝛼)]π‘‘π‘š

2

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Case 1: When 𝜽 < 𝛼

The torque required to lower the load becomes negative. This indicates a condition that no force

is required to lower the load and the load itself will begin to turn the screw and descend down,

unless a restraining torque is applied. This condition is called overhauling of the screw.

Case 2: When 𝜽 > 𝛼

The torque required to lower the load becomes positive. Under this condition, the load will not

turn the screw and will not descend on its own unless effort 𝑃 is applied. This condition is called

self- locking.

The rule for self-locking screw states that: A screw will be self-locking if the coefficient of friction

is equal to or greater than the tangent of the helix angle.

For self-locking screw,

tan πœƒ β‰₯ tan 𝛼

Or

πœ‡ β‰₯𝑙

πœ‹π‘‘π‘š

Therefore, the following conclusion are made:

(i) Self-locking of the screw is not possible when the coefficient of friction (ΞΌ) is low. The

coefficient of friction between the surfaces of the screw and the nut is reduced by lubrication.

Excessive lubrication may cause the load to descend on its own.

(ii) The self-locking property of the screw is lost when the lead is large. The lead increases

with number of starts. For double-start thread, lead is twice of the pitch and for triple threaded

screw, three times of pitch. Therefore, the single threaded screw is better than multiple threaded

screws from self-locking considerations.

Self-locking condition is essential in applications like screw jack (Naik, Apr 15, 2015).

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3.7 Efficiency of the Square Threaded Screw

Referring to Figure 3.6: Force diagram for lifting the load, the output consists of raising the load

if the load π‘Š moves from the lower end to the upper end of the inclined plane.

Therefore,

π‘Šπ‘œπ‘Ÿπ‘˜ π‘œπ‘’π‘‘π‘π‘’π‘‘ = πΉπ‘œπ‘Ÿπ‘π‘’ π‘₯ π‘‘π‘–π‘ π‘‘π‘Žπ‘›π‘π‘’ π‘‘π‘Ÿπ‘Žπ‘£π‘’π‘™π‘™π‘’π‘‘ 𝑖𝑛 π‘‘β„Žπ‘’ π‘‘π‘–π‘Ÿπ‘’π‘π‘‘π‘–π‘œπ‘› π‘œπ‘“ π‘“π‘œπ‘Ÿπ‘π‘’

π‘Šπ‘œπ‘Ÿπ‘˜ π‘œπ‘’π‘‘π‘π‘’π‘‘ = π‘Š π‘₯ 𝑙

The input consists of rotating the screw by means of an effort P.

π‘Šπ‘œπ‘Ÿπ‘˜ 𝑖𝑛𝑝𝑒𝑑 = πΉπ‘œπ‘Ÿπ‘π‘’ π‘₯ π‘‘π‘–π‘ π‘‘π‘Žπ‘›π‘π‘’ π‘‘π‘Ÿπ‘Žπ‘£π‘’π‘™π‘™π‘’π‘‘ 𝑖𝑛 π‘‘β„Žπ‘’ π‘‘π‘–π‘Ÿπ‘’π‘π‘‘π‘–π‘œπ‘› π‘œπ‘“ π‘“π‘œπ‘Ÿπ‘π‘’

π‘Šπ‘œπ‘Ÿπ‘˜ 𝑖𝑛𝑝𝑒𝑑 = 𝑃 π‘₯ (πœ‹π‘‘π‘š)

The efficiency πœ‚ of the screw is given by,

πœ‚ =π‘€π‘œπ‘Ÿπ‘˜ π‘œπ‘’π‘‘π‘π‘’π‘‘

π‘€π‘œπ‘Ÿπ‘˜ 𝑖𝑛𝑝𝑒𝑑 (3.15a)

πœ‚ =π‘Šπ‘™

π‘ƒπœ‹π‘‘π‘š (3.15b)

This equation can also be expressed as:

πœ‚ =𝑀

𝑃(

𝑙

πœ‹π‘‘π‘š) (3.15c)

And

tan 𝛼 =𝑙

πœ‹π‘‘π‘š

Therefore

πœ‚ =π‘Š

𝑃tan 𝛼 (3.15d)

Substituting for 𝑃 = π‘Š tan(𝛼 + πœƒ) we get;

πœ‚ =tan 𝛼

tan(𝛼+πœƒ) (3.15e)

From the above equation, it is evident that the efficiency of the square threaded screw depends

upon the helix angle 𝛼 and the friction angleπœƒ. The following figure shows the variation of the

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efficiency of the square threaded screw against the helix angle for various values of the coefficient

of friction. The graph is applicable when the load is being lifted.

Figure 3.8: Graph of efficiency against helix angle for various 𝝁

From the graph the following observations are made (Gupta, 2005):

i The efficiency of the square threaded screw increase rapidly up to a helix

angle of 20Β°.

ii The efficiency is maximum when the helix angle is between 40o

to 45Β°.

iii The efficiency decreases after the maximum value is reached.

iv The efficiency decreases rapidly when the helix angle exceeds

60Β°

v The efficiency decreases as the coefficient of friction increases.

There are two ways to increase the efficiency of square threaded screws:

i Reduce the coefficient of friction between the screw and the nut by proper

lubrication.

ii Increase the helix angle up to 40o to 45Β° by using multiple start threads. However, a

screw with such a large helix angle has other disadvantages like loss of the self-

locking property.

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3.8 Efficiency of Self-Locking Screw

The efficiency of square threaded screw is given by (From equation 3.15e):

πœ‚ =tan 𝛼

tan(𝛼+πœƒ)

For self-locking screw πœƒ β‰₯ 𝛼

Substituting the limiting value (πœƒ = 𝛼) into the equation above

πœ‚ ≀tan πœƒ

tan(πœƒ+πœƒ) (3.16a)

πœ‚ ≀tan πœƒ

tan(2πœƒ) (3.16b)

And from trigonometric identities

tan 2πœƒ =2 tan πœƒ

1βˆ’π‘‘π‘Žπ‘›2πœƒ

Substituting for tan 2πœƒ into the above expression,

πœ‚ ≀tan πœƒ(1βˆ’π‘‘π‘Žπ‘›2πœƒ)

tan(2πœƒ) (3.16c)

Simplifying

πœ‚ ≀1

2(1 βˆ’ π‘‘π‘Žπ‘›2πœƒ) (3.16d)

From the above expression we can deduce that the efficiency of self-locking square threaded

power screw is less than 0.5 or 50%. If the efficiency is more than 50%, then the screw is said to

be overhauling (Gupta, 2005).

3.9 Coefficient of Friction, 𝝁

It has been found that the coefficient of friction (πœ‡) at the thread surface depends upon the

workmanship in cutting the threads and on the type of the lubricant used. It is practically

independent of the load and dependent on rubbing velocity or materials. An average of 0.1 can be

taken for the coefficient of friction when the screw is lubricated with mineral oil (Gupta, 2005).

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No.

Condition

Average coefficient of friction

Starting Running

1 High grade material and workmanship and best

running conditions.

0.14 0.10

2 Average quality of materials and workmanship

and average running conditions.

0.18 0.13

3 Poor workmanship or very slow and in frequent

motion with indifferent lubrication or newly

machined surface.

0.21 0.15

Table 3.1: Coefficient of friction under different conditions (Gupta, 2005)

No.

Materials

Average coefficient of friction

Starting Running

1 Soft Steel on Cast Iron 0.17 0.12

2 Hardened Steel on Cast Iron 0.15 0.09

3 Soft Steel on Bronze 0.10 0.08

4 Hardened Steel on Bronze 0.08 0.06

Table 3.2: Coefficient of friction when thrust collars are used (Gupta, 2005)

3.10 Buckling of Columns

According to Johnson’s Formula for columns, a short member subjected to axial compressive force

shortens. Compression for the member increases with gradual increase in load. Therefore, the

member fails by buckling when the compressive stress reaches the elastic limit of the material.

Buckling indicates elastic instability. The load at which the buckling starts is called critical load,

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which is denoted by π‘Šπ‘π‘Ÿ . When the axial load on the column reaches π‘Šπ‘π‘Ÿ there is sudden buckling

and a relatively large lateral deflection occurs. An important parameter affecting the critical load

is the slenderness ratio 𝑅 =𝑙

π‘˜ . Mathematical expression for buckling is as shown below (Gupta,

2005), (Marshek, 2012) & (Nisbet, 2015):

π‘Šπ‘π‘Ÿ = 𝐴𝑐 . πœŽπ‘¦ [1 βˆ’πœŽπ‘¦

4πΆπœ‹2𝐸(

𝐿𝑒𝑓𝑓

π‘˜)

2

] (3.17)

Where

πœŽπ‘¦ = Yield stress = 385π‘€π‘ƒπ‘Ž

𝐢 = End fixity coefficient. The screw is considered to be strut with lower end

fixed and load end free. Therefore 𝐢 = 0.25

π‘˜ = The radius of gyration = √𝐼

𝐴= 0.25𝑑𝑐= 0.007

𝐼 = Moment of inertia of the cross section.

This is a parabolic formula that was proposed by Johnson to determine the crippling or the

critical load of straight column.

The following table shows the values of end fixity coefficient (C) for various end conditions

No.

End conditions

End fixity coefficient (C)

1 Both ends pinned or hinged 1

2 Both ends fixed 4

3 One end fixed and the other pinned or hinged 2

4 One end fixed and one end free 0.25

Table 3.3: Values of end fixity coefficients(c) (Nisbet, 2015)

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CHAPTER 4

MATERIALS SELECTION

4.0 Introduction

Material selection is an important process in design processes. Selecting materials is a process

that is design-led in that the material selection process uses the design requirements as the input

so as to come up with materials that have the desired properties for the part to be designed to

function well.

4.1 Engineering Materials for Components

The common engineering materials used in making machine components include;

Cast iron,

Steel (all types of steel),

Copper and its alloys,

Aluminum and its alloys,

Plastics.

Therefore, the right materials for the design of the screw jack parts should be selected. Selection

requires one to consider the following factors which give the best material fit for the design job:

a) Specific strength and mass.

It is preferable to select a material of high yield stress with ability to carry external load

without failure and low density in order to realize a screw shaft of high strength and low

mass. Therefore, the material selection process should aim to maximize the quantity

termed as the specific strength.

b) Resistance to abrasive wear.

Most of engineering materials in contact with one another are subjected to surface wear

due to relative motion. It is therefore desirable to select a material from the candidate

materials with low wear rate or capacity to resist abrasive wear at the thread surfaces.

c) Resistance to buckling.

Heavy loads may cause the screw to buckle once the critical load is exceeded. It is

preferable to select a material with high resistance to buckling of the screw, that is,

excellent elasticity and deflection behavior in response to application of an external load.

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d) Availability, Cost and Affordability.

It is also preferable to choose a material with the highest affordability rating. Relative cost

of the materials is used in finding or calculating the affordable rates. Therefore, the

availability of the material and the cost of processing the material into the finished

product need to be taken into account and considered as supporting information when

making the final choice of the material.

e) Heat transmission properties.

As we know there always a relative motion between screw and nut, which cause a friction

that generates heat which can cause change in the mechanical properties of the material.

f) Other relevant properties include; resistance to corrosion, electrical and mechanical

properties, heat transmission properties etc.

4.2 Steps for Selection of Materials for Components

Selection of materials in engineering design involves the following steps (Prof. F.M. Oduori,

2016):

Translation of design requirements into specifications for a material.

Screening out those materials that do not meet the specifications in order to leave only the

viable candidates.

Ranking of the surviving materials to identify those that have the greatest potential.

Using supporting information to finally arrive at the choice of material to be used.

The first three steps involve mathematical analysis, use of various charts and graphs of specific

property such as specific strength, wear resistance, buckling resistance and affordability. The

materials are compared, ranked as per the indices of merit and available supporting information is

used to reach the final decision (Ashby, 2005).

In this project, information from case studies on previous designs of similar products is used in

material selection for the screw jack components/parts. However, other factors such as

availability of the candidate materials, purchase price of the candidate materials, manufacturing

processes and properties, forms and sizes in which the materials are available are also considered.

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4.3 Components and their Specific Materials Selected

The goal of material selection is to come up with an appropriate material that best meets the

design requirements. The approach is to identify the connection between functional requirements

and the material properties so as to help us reduce the number of candidate materials from which

to select from.

The following are components and materials required in the design of a power screw (screw

jack):

4.3.1 Frame (Body)

Most of the frames are in conical shape and hollow internally to accommodate both the nut and

screw assembly. The frame works to ensure that the screw jack is safe and has a complete rest on

the ground. The purpose of the frame is to support the screw jack and enable it to withstand

compressive load exerted on it.

The frame is a bit complex and thus requires casting as a manufacturing process. For this reason,

grey cast iron as a material is selected for the frame. This is also evident from the case study on

previous design of the same product (Nyangasi, 18 December, 2006). Cast iron is cheap and it

can give any complex shape without involving costly machining operations. Cast iron has higher

compressive strength compared to steel. Therefore, it is technically and economically

advantageous to use cast iron for the frame. Graphite flakes cast iron with an ultimate tensile

strength of 220MPa is considered suitable for the design of the frame. The graphite flakes

improve the ability to resist compressive load.

Mechanical properties British Standard Specification

Tensile strength (MPa) 220

Compressive strength (MPa) 766

Shear strength (MPa) 284

Endurance limit (MPa) 96

Young’s modulus (GPa) 89 – 114

Modulus of rigidity (GPa) 36 – 45

Hardness number (HB) 196

Table 4.1: Mechanical Properties of Cast iron – Appendix A (Marshek, 2012)

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4.3.2 Screw

The screw is subjected to torsional moment, compressive force and bending moment. The screw

profile is square type because of its higher efficiency and self-locking but not compared to

trapezoidal threads. Square threads are usually turned on lathes using a single point cutting tool

also square threads are weak at the root and this leads to use of free cutting steel. Screws are

usually made of steel where great resistance to weather or corrosion is required. Most fasteners

close to 90% use carbon steel because steel has excellent workability, offers abroad range of

attainable combinations of strength properties and it is less expensive. Medium plain carbon steel

can be heat treated for the purpose of improving properties such as hardness, strength (tensile and

yield), the desired results are therefore obtained (Fasteners, 2005). This leads to the use of plain

carbon steels.

Material British

standard

Production

in process

Maximum

section

size, mm

Yield

strength

MPa

Tensile

strength,

MPa

Elon

gatio

n %

Hardness

Number,

HB

0.30C 080M30 Hardened &

Tempered

63 385 550 – 700 13 152 - 207

Table 4.2: Mechanical Properties of Plain carbon steel – Appendix B (Nyangasi, 18 December,

2006)

4.3.3 Nut

There exists a relative motion between the screw and the nut which causes friction, friction in

turn causes wear of the material used for screw and nut. Therefore, it requires one of the two

members to be softer. A suitable material for the nut is therefore phosphor bronze which is a

copper alloy with small percentage of lead and has the following advantages;

Good corrosion resistance.

Low coefficient of friction.

High tensile strength.

Bronze has 0.2% phosphor to increase tensile strength and the yield stresses may be taken as;

tension = 125MPa, compression = 150MPa, yield stress in shear = 105MPa with safe bearing

pressure of 15MPa, ultimate tensile strength is 190MPa and a coefficient of friction of 0.1.

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28

Type of power

screw

Screw material Nut

material

Bearing

pressures

Rubbing speed

Screw jack Steel Bronze 11-17MPa 3m/s

Table 4.3: Safe Bearing Pressures for Power screws – Appendix C (Nyangasi, 18 December,

2006) & (Gupta, 2005)

4.3.4 Handle

The handle is subjected to bending moments so plain carbon steel of BS 080M30 with yield

strength of 385MPa can also be used. It has the same mechanical properties and process as in

Table 4.2.

4.4.4 Cup

Shape of cup is complex and thus requires casting process. It also has the same properties as in

Table 4.1. Taking graphite flakes cast iron with an ultimate tensile strength of 200MPa. The

graphite flakes improve the ability to resist compressive load.

4.4.5 Set Screw and Lock nut + Washer

The purpose of the set screw is to resist motion of nut with screw. The lock nut + washer on the

other hand is used to provide uniform force by enlarging the area under the action of the force.

We can use plain carbon steel for both and they have the same manufacturing process and

properties as in Table 4.2.

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CHAPTER 5

DESIGN PROCEDURE FOR THE SCREW JACK

5.0 Introduction

The generalized adopted design procedure for a screw jack to raise a load of 2460 kg for example

a large truck to a height of 200 mm.

The table below shows average weight of vehicles according to USA Today.

Vehicle Class Curb weight in kg

Compact car 1354

Midsize car 1590

Large Car 1985

Compact truck 1577

Midsize truck 1936

Large truck 2460

Table 5.1: Average Weight of Vehicles in USA

5.1 Design for Screw Shaft

Material specification selected for the screw shaft is plain carbon steel to British Standard

specification BS 970 080M30, Hardened and Tempered, whose properties are as shown in

Appendix B and the material yield strength is 700 MPa both in tension and pure compression

and 450 MPa in shear.

5.1.1 Core Diameter

The core diameter is determined by considering the screw to be under pure compression. That is;

π‘Š = πœŽπ‘ Γ— 𝐴𝑐 (5.1)

Where

πœŽπ‘ = Pure compression stress = 700MPa

𝐴𝑐 = Cross sectional area of the screw shaft = πœ‹

4(𝑑𝑐)2

𝑑𝑐= Core diameter

Whence

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30

π‘Š = πœŽπ‘ Γ—πœ‹

4(𝑑𝑐)2 (5.1a)

𝑑𝑐 = √4π‘Š

πœŽπ‘Γ—πœ‹ (5.1b)

Taking factor of safety 𝑓. 𝑠 = 5

𝑑𝑐 = √4π‘Š

πœŽπ‘π‘“.𝑠

Γ—πœ‹ (5.1c)

𝑑𝑐 = √4 Γ— 2460 Γ— 9.81

700 Γ— 106

5Γ— πœ‹

𝑑𝑐 = 0.0148147π‘š = 14.8147π‘šπ‘š

For square threads of fine series, the following dimensions of screw are selected from Appendix

D (Gupta, 2005) hence,

The core diameter 𝑑𝑐 = 16π‘šπ‘š, π‘‘π‘œ = 18π‘šπ‘š and pitch 𝑝 = 𝑙 = 2π‘šπ‘š.

Figure 5.1: Section of screw spindle

5.1.2 Torque Required to Rotate the Screw

We know that torque required to rotate the screw is the same torque required to lift the load

which is given by;

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31

𝑇1 = 𝑃 Γ—π‘‘π‘š

2=

[π‘Š tan(𝛼+πœƒ)]π‘‘π‘š

2 (5.2)

We know that

π‘‘π‘š =(π‘‘π‘œ + 𝑑𝑐)

2=

(18 + 16)

2= 17π‘šπ‘š

And

tan 𝛼 = 𝑙

πœ‹π‘‘π‘š=

2

πœ‹ Γ— 17= 0.03745

Assuming coefficient of friction between screw and nut,

πœ‡ = tan πœƒ = 0.1

Then

𝑇1 =[24132.60 tan(2.1447 + 5.71)]0.017

2= 28.298π‘π‘š

5.1.3 Screw Stresses

Compressive Stress due to axial load using the new core diameter is,

πœŽπ‘ =π‘Š

𝐴𝐢=

π‘Š

πœ‹(𝑑𝑐)2

4

=4 Γ— 24132.60

πœ‹ Γ— 0.0162= 120.025π‘€π‘ƒπ‘Ž

And the shear stress due to this torque using the new core diameter is given by;

𝜏 =𝑇1𝑑𝑐

2𝐽 (5.3)

Where

𝐽 = π‘ƒπ‘œπ‘™π‘Žπ‘Ÿ π‘šπ‘œπ‘šπ‘’π‘›π‘‘π‘  =πœ‹π‘‘π‘

4

32 (5.4)

Whence

𝜏 =16𝑇1

πœ‹(𝑑𝑐)3=

16 Γ— 28.298

πœ‹ Γ— 0.0163= 35.186π‘€π‘ƒπ‘Ž

5.1.4 Principal Stresses

Maximum principal stress is as follows:

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32

πœŽπ‘(π‘šπ‘Žπ‘₯) =1

2[πœŽπ‘ + √(πœŽπ‘)2 + 4𝜏2] (5.5)

Substituting the stresses we get;

πœŽπ‘(π‘šπ‘Žπ‘₯) =1

2[120.025 + √(120.025)2 + 4(35.186)2]

πœŽπ‘(π‘šπ‘Žπ‘₯) = 129.579π‘€π‘ƒπ‘Ž

The design value of πœŽπ‘ =700

5= 140π‘€π‘ƒπ‘Ž

And maximum shear stresses as follows:

πœπ‘šπ‘Žπ‘₯ =1

2√(πœŽπ‘)2 + 4𝜏2 (5.6)

πœπ‘šπ‘Žπ‘₯ =1

2√(120.025)2 + 4(35.186)2

πœπ‘šπ‘Žπ‘₯ = 69.567π‘€π‘ƒπ‘Ž

The design value of 𝜏 =450

5= 90π‘€π‘ƒπ‘Ž

Check: These maximum shear and compressive stresses are less than the permissible stresses,

hence the spindle or shaft is safe.

5.2 Design for Nut

5.2.1 Height of the Nut

We find the height of the nut (h) by considering the bearing pressure 𝑃𝑏 on the nut. The bearing

pressure on the nut is given by;

𝑃𝑏 =π‘Š

πœ‹

4[(π‘‘π‘œ)2βˆ’(𝑑𝑐)2]𝑛

(5.7)

Where

𝑛 = Number of threads in contact with screwed spindle

Material specification for the nut is phosphor bronze which has tensile stress = 150MPa,

compressive stress = 125MPa, shear stress = 105MPa, safe bearing pressure not exceed 17MPa

and a coefficient of friction of 0.1.

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33

Assuming the load is uniformly distributed over the entire cross section of the nut and

substituting for the known values we get the number of threads in contact,

17 Γ— 106 =24132.60

πœ‹4

[(0.018)2 βˆ’ (0.016)2]𝑛=

451.861 Γ— 106

𝑛

𝑛 = 26.58

Say 𝑛 = 27

Then height of the nut is as follows;

β„Ž = 𝑛 Γ— 𝑝 (5.8)

β„Ž = 27 Γ— 2 = 54π‘šπ‘š

Check: For a safe nut height β„Ž ≀ 4𝑑𝑐 = 64π‘šπ‘š (Gupta, 2005)

5.2.2 Stresses in the Screw and Nut

Shear stress in the screw is as follows;

𝜏(π‘ π‘π‘Ÿπ‘’π‘€) =π‘Š

πœ‹π‘›.𝑑𝑐.𝑑 (5.9)

Where

𝑑 = π‘‡β„Žπ‘–π‘π‘˜π‘›π‘’π‘ π‘  π‘œπ‘“ π‘ π‘π‘Ÿπ‘’π‘€ =𝑝

2= 1π‘šπ‘š

𝜏(π‘ π‘π‘Ÿπ‘’π‘€) =24132.60

πœ‹ Γ— 27 Γ— 0.016 Γ— 0.001= 17.782π‘€π‘ƒπ‘Ž

And shear stress in the nut is as follows;

𝜏(𝑛𝑒𝑑) =π‘Š

πœ‹π‘›.π‘‘π‘œ.𝑑 (5.10)

Where

𝑑 = π‘‡β„Žπ‘–π‘π‘˜π‘›π‘’π‘ π‘  π‘œπ‘“ π‘ π‘π‘Ÿπ‘’π‘€ =𝑝

2= 1π‘šπ‘š

𝜏(𝑛𝑒𝑑) =24132.60

πœ‹ Γ— 27 Γ— 0.018 Γ— 0.001= 15.806π‘€π‘ƒπ‘Ž

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34

The given value of 𝜏 =105

5= 21π‘€π‘ƒπ‘Ž

Check: These stresses are within permissible limit, hence, design for the nut is safe.

5.2.3 The outer diameter of Nut

Outer diameter 𝐷1 is found by considering the tearing strength of the nut.

πœŽπ‘‘ =π‘Š

πœ‹

4[(𝐷1)2βˆ’(π‘‘π‘œ)2]

(5.11)

Where

πœŽπ‘‘ = π‘‡π‘’π‘Žπ‘Ÿπ‘–π‘›π‘” π‘ π‘‘π‘Ÿπ‘’π‘›π‘”π‘‘β„Ž π‘œπ‘“ π‘‘β„Žπ‘’ 𝑛𝑒𝑑 = 𝑇𝑒𝑛𝑠𝑖𝑙𝑒 π‘ π‘‘π‘Ÿπ‘’π‘ π‘ 

πœŽπ‘‘ =150

5= 30π‘€π‘ƒπ‘Ž

Then we get 𝐷1 as follows;

30 =24132.60

πœ‹4

[(𝐷1)2 βˆ’ (18)2]

𝐷1 = 36.718π‘šπ‘š, Say 𝐷1 = 37π‘šπ‘š

5.2.4 The outside diameter of Collar

Outside diameter 𝐷2 is found by considering the crushing strength of the nut collar.

πœŽπ‘ =π‘Š

πœ‹

4[(𝐷2)2βˆ’(𝐷1)2]

(5.12)

Where

πœŽπ‘ = πΆπ‘Ÿπ‘’π‘ β„Žπ‘–π‘›π‘” π‘ π‘‘π‘Ÿπ‘’π‘›π‘”π‘‘β„Ž π‘œπ‘“ π‘‘β„Žπ‘’ 𝑛𝑒𝑑 = πΆπ‘œπ‘šπ‘π‘Ÿπ‘’π‘ π‘ π‘–π‘£π‘’ π‘ π‘‘π‘Ÿπ‘’π‘ π‘ 

πœŽπ‘ =125

5= 25π‘€π‘ƒπ‘Ž

Then we get 𝐷2 as follows;

25 =24132.60

πœ‹4

[(𝐷2)2 βˆ’ (37)2]

𝐷2 = 50.971π‘šπ‘š, Say 𝐷2 = 51π‘šπ‘š

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35

Figure 5.2: Section of Nut collar 1

5.2.5 Thickness of the Nut Collar

The thickness of nut collar π’•πŸ is found by considering the shearing strength of the nut collar.

𝑑1 =π‘Š

πœ‹π·1.𝜏 (5.13)

Shearing strength of nut collar =105

5= 21π‘€π‘ƒπ‘Ž

Therefore

𝑑1 =24132.60

πœ‹ Γ— 37 Γ— 21

𝑑1 = 9.88π‘šπ‘š, π‘†π‘Žπ‘¦ 𝑑1 = 10π‘šπ‘š

5.3 Design for Head and Cup

5.3.1 Dimensions of Diameter of Head on Top of Screw and for the Cup π‘«πŸ‘

Assuming

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36

𝐷3 = 1.75π‘‘π‘œ (5.14)

Then

𝐷3 = 1.75 Γ— 18 = 31.50π‘šπ‘š, π‘†π‘Žπ‘¦ 32π‘šπ‘š

The seat for the cup is made equal to the diameter of the head and then chamfered at the top. The

cup prevents the load from rotating and is fitted with pin of diameter 𝐷4 =𝐷3

4⁄ approximately

(Gupta, 2005). Therefore 𝐷4 = 8π‘šπ‘š.

The pin should remain loose fit in the cup.

Figure 5.3: Section of Pin

Take length of pin to be 9mm.

Other dimensions for the cup are taken as:

Diameter at the top of the cup = Diameter of the head = 52mm

Height of cup = 9mm

Thickness of cup = 3mm

Fillet radii = 1mm

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Figure 5.4: Section of Cup

5.3.2 Torque Required to Overcome Friction

We know that by assuming uniform pressure condition torque required to overcome friction is

given as follows;

𝑇2 =1

3Γ— πœ‡1π‘Š [

(𝐷3)3βˆ’(𝐷4)3

(𝐷3)2βˆ’(𝐷4)2] (5.15)

Where

𝐷3= Diameter of head = 32mm

𝐷4= Diameter of pin = 8mm

Substituting for the known values we get;

𝑇2 =1

3Γ— 0.1 Γ— 24132.60 [

(0.032)3 βˆ’ (0.008)3

(0.032)2 βˆ’ (0.008)2] = 27.0285π‘π‘š

5.3.3 Total Torque Subjected to the Handle

Total torque to which the handle is subjected is given by

𝑇 = 𝑇1 + 𝑇2 (5.16)

𝑇 = 28.298 + 27.0285 = 55.326π‘π‘š

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Activity Professional use Domestic use

Pushing 200N (20.4kg) 119N (12.1kg)

Pulling 145N (14.8kg) 96N (9.8kg)

Table 5.2: Maximal Isometric Force by General European Working Population for Whole

Body Work in a Standing Posture

Therefore taking the force of 96N in domestic use (J.J. Fereira, 2004) then the length of the

handle required is

𝐿 = 𝑇/96

Then

𝐿 =55.326

96= 0.5763π‘š = 576.30π‘šπ‘š

π‘†π‘Žπ‘¦ 𝐿 = 580π‘šπ‘š

The length of the handle may be fixed by giving some allowance for gripping 70mm.

Therefore, the length of the handle/lever is 646.30mm.

Figure 5.5: Section of Lever

5.3.4 Diameter of Handle/Lever

The diameter of the handle/lever, 𝐷 may be obtained by considering bending effects. We know

that bending moment;

𝑀 =πœ‹

32Γ— πœŽπ‘ Γ— 𝐷3 (5.17)

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39

While πœŽπ‘ = πœŽπ‘‘ = πœŽπ‘ =700

5= 140π‘€π‘ƒπ‘Ž

and maximum bending moment on the lever/handle

𝑀 = πΉπ‘œπ‘Ÿπ‘π‘’ π‘Žπ‘π‘π‘™π‘–π‘’π‘‘ Γ— πΏπ‘’π‘›π‘”π‘‘β„Ž π‘œπ‘“ π‘™π‘’π‘£π‘’π‘Ÿ

𝑀 = 96 Γ— 0.6463 = 62.0448π‘π‘š

Then

62.0448 =πœ‹

32Γ— 140 Γ— 106 Γ— 𝐷3

𝐷 = 16.5269π‘šπ‘š, Say 𝐷 = 17π‘šπ‘š

Figure 5.6: Section of Lever - Diameter

5.3.5 Height of Head

The height of head is usually taken as twice the diameter of handle.

𝐻 = 2𝐷 (5.18)

Therefore 𝐻 = 2 Γ— 17 = 34π‘šπ‘š

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Figure 5.7: Section of Screw Head

5.3.6 Design Check against Instability/Buckling

Effective length of screw,

𝐿𝑒𝑓𝑓 = 𝐿𝑖𝑓𝑑 π‘œπ‘“ π‘ π‘π‘Ÿπ‘’π‘€ + 1

2 π‘œπ‘“ β„Žπ‘’π‘–π‘”β„Žπ‘‘ π‘œπ‘“ 𝑛𝑒𝑑

𝐿𝑒𝑓𝑓 = 𝐻1 +β„Ž

2 (5.19)

𝐿𝑒𝑓𝑓 = 200 +54

2

𝐿𝑒𝑓𝑓 = 227π‘šπ‘š

When the screw reaches the maximum lift, it can be regarded as strut whose lower end is fixed

and the load end is free. Therefore, buckling or critical load for this given condition is as follows

(Gupta, 2005);

π‘Šπ‘π‘Ÿ = 𝐴𝑐 . πœŽπ‘¦ [1 βˆ’πœŽπ‘¦

4πΆπœ‹2𝐸(

𝐿𝑒𝑓𝑓

π‘˜)

2

] (5.20)

Where

πœŽπ‘¦ = Yield stress = 385π‘€π‘ƒπ‘Ž

𝐢 = End fixity coefficient. The screw is considered to be strut with lower end

fixed and load end free. Therefore 𝐢 = 0.25

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41

π‘˜ = The radius of gyration = √𝐼

𝐴= 0.25𝑑𝑐= 0.004

𝐼 = Moment of inertia of the cross section.

The buckling load as obtained by the above expression and must be higher than the load at which

the screw is designed. Substituting for the known values:

π‘Šπ‘π‘Ÿ =πœ‹

4(𝑑𝑐)2. πœŽπ‘¦ [1 βˆ’

πœŽπ‘¦

4πΆπœ‹2𝐸(

𝐿𝑒𝑓𝑓

π‘˜)

2

] (5.21)

π‘Šπ‘π‘Ÿ =πœ‹

4(0.016)2 Γ— 385 Γ— 106 [1 βˆ’

385 Γ— 106

4 Γ— 0.25 Γ— πœ‹2 Γ— 200 Γ— 109(

0.227

0.004)

2

]

π‘Šπ‘π‘Ÿ = 28784.55𝑁

While

π‘Š = 24132.60𝑁

π‘Šπ‘π‘Ÿ > π‘Š , hence there is no chance for the screw to buckle.

5.4 Design of Body

5.4.1 Dimensions for the body of the screw

The dimension of the body may be fixed and given as in shown in the figure above (Gupta,

2005):

1. Diameter of the Body at the Top

𝐷5 = 1.5𝐷2 (5.22)

𝐷5 = 1.5 Γ— 51 = 76.50π‘šπ‘š

2. Thickness of the body

𝑑2 = 0.25π‘‘π‘œ (5.23)

𝑑2 = 0.25 Γ— 18 = 4.5π‘šπ‘š, π‘†π‘Žπ‘¦ 𝑑3 = 5π‘šπ‘š

3. Inside Diameter at the Bottom

𝐷6 = 2.25𝐷2 (5.24)

𝐷6 = 2.25 Γ— 51 = 114.75π‘šπ‘š

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42

4. Outer Diameter at the Bottom

𝐷7 = 1.75𝐷6 (5.25)

𝐷7 = 1.75 Γ— 114.75 = 200.8125π‘šπ‘š

5. Thickness of Base

𝑑3 = 2𝑑1 (5.26)

𝑑3 = 2 Γ— 10 = 20π‘šπ‘š

6. Height of the Body 𝐻𝑏

π»π‘’π‘–π‘”β„Žπ‘‘ π‘œπ‘“ π‘‘β„Žπ‘’ π‘π‘œπ‘‘π‘¦ = Max 𝑙𝑖𝑓𝑑 + π»π‘’π‘–π‘”β„Žπ‘‘ π‘œπ‘“ 𝑛𝑒𝑑 + 𝐸π‘₯π‘‘π‘Ÿπ‘Ž 50π‘šπ‘š

𝐻𝑏 = 200 + 54 + 50 = 304π‘šπ‘š

Finally, the body is tapered in order to achieve stability of the jack.

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Figure 5.8: Section of Frame (Body)

5.5 Efficiency of the Screw Jack

Efficiency of screw jack is given as follows:

πœ‚ =π‘‡π‘œπ‘Ÿπ‘žπ‘’π‘’ π‘Ÿπ‘’π‘žπ‘’π‘–π‘Ÿπ‘’π‘‘ π‘‘π‘œ π‘Ÿπ‘œπ‘‘π‘Žπ‘‘π‘’ π‘ π‘π‘Ÿπ‘’π‘€ π‘€π‘–π‘‘β„Ž π‘›π‘œ π‘“π‘Ÿπ‘–π‘π‘‘π‘–π‘œπ‘›

π‘‡π‘œπ‘‘π‘Žπ‘™ π‘‘π‘œπ‘Ÿπ‘žπ‘’π‘Ÿπ‘’ π‘œπ‘’π‘‘π‘π‘’π‘‘=

π‘‡π‘œ

𝑇 (5.27a)

πœ‚ =π‘‡π‘œ

𝑇 (5.27b)

But

π‘‡π‘œ = π‘Š tan 𝛼 Γ—π‘‘π‘š

2

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π‘‡π‘œ = 24132.60 Γ— 0.03745 Γ—0.017

2

π‘‡π‘œ = 7.682π‘π‘š

And

𝑇 = 55.326π‘π‘š

Therefore

πœ‚ =7.682

55.326= 0.1388 π‘œπ‘Ÿ 13.88%

5.6 Matlab Script File

5.6.1 Screw Jack Matlab Design Script/Code

% MATERIAL PROPERTIES %

W = input ('Enter load capacity of the screw jack in kg');

W = W * 9.81;

H1 = input ('Enter the required lift of the screw jack in mm');

u = input ('Enter coefficient of friction between materials');

E = input ('Enter the modulus of elasticity of the screw material in MPa');

y = atan (u);

TstrYP = input ('Enter yield point for tension in MPa for screw and nut material as 1*2 matrix

respectively');

CstrYP = input ('Enter yield point for compression in MPa for screw and nut material as 1*2

matrix respectively');

SHstrYP = input ('Enter yield point for shear in MPa for screw and nut material as 1*2 matrix

respectively');

% DESIGN FOR SCREW SHAFT %

d1 = (4*W/(pi*CstrYP(1,1)/5))^0.5; % Minor Diameter %

disp ('CALCULATED VALUE OF MINOR DIAMETER in mm =')

d1 = (d1) %#ok<NOPTS>

d2 = input ('SELECT A STANDARD MAJOR DIAMETER FROM LIST 10 12 14 16 18 20 22

24 26 28 30 32 34 36 38 40 42 44 46 48 50 52 55 58 60 62 65 68 70 72 75 78 80 82 85 88 90 92

95 98 100 105 110 115 120 125 130 135 140 145 150 155 160 165 170 175');

disp ('STANDARD MAJOR DIAMETER in mm =')

disp (d2)

if 10<=d2 && d2<20 % Pitch %

p = 2;

elseif 22<=d2 && d2<62

p = 3;

elseif 65<=d2 && d2<110

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p = 4;

elseif 115<=d2 && d2<175

p = 6;

else disp ('SELECT CORRECT NOMINAL DIAMETER in mm =')

break

end

disp ('PITCH')

disp (p)

d1 = d2 - p; % Standard Minor Diameter %

disp ('STANDARD MINOR DIAMETER in mm =')

disp (d1)

dm = (d2+d1)/2; % Mean Diameter %

helix = atan (p/(pi*dm)); % Helix Angle %

disp ('HELIX ANGLE in radians =')

disp (helix)

if helix >= y

disp ('Screw Nut Pair is Not Self Locking')

break

end

T1 = W*(dm/2)*tan (helix + y); % Torque Required to Rotate the Screw %

disp ('TORQUE TO ROTATE THE SCREW in Nmm =')

disp (T1)

% DESIGN FOR NUT %

Pb = input ('Enter Allowable Bearing Pressure in MPa');

if Pb == [] %#ok<BDSCA>

Pb = 17; % Default value for Pb for the Phosphor Bronze %

end

n =4*W/ (pi*(d2^2-d1^2)*Pb); % Number of Screw Thread %

n = round (n);

disp ('NUMBER OF THREAD =')

disp (n)

h = n*p; % Height of the Nut %

disp ('HEIGHT OF THE NUT in mm =')

disp (h)

% CHECKING FOR SAFE NUT HEIGHT %

if n <= 27 && h <= 4.0*d1

disp ('NUT DESIGN CHECK IS SATISFIED')

else

disp ('NUT DESIGN CHECK IS NOT SATISFIED')

break

end

% CHECKING FOR SCREW STRESSES %

CstrB = 4*W/ (pi*d1^2); % Compressive stress %

SHstrB = 16*T1/ (pi*d1^3); % Shear stress %

Page 60: Project Final edited.pdf

46

SHstrmax = ((CstrB/2) ^2 + SHstrB^2) ^0.5; % Maximum shear stress %

f = SHstrYP (1, 1)/SHstrmax; % Factor of safety %

if f >= 5

disp ('SCREW DESIGN IS SAFE')

else

disp ('SCREW DESIGN IS NOT SAFE')

break

end

% OTHER ASPECTS OF NUT DESIGN %

D1 = ((4*W/ (pi*TstrYP (1, 2)/5)) +d2^2) ^0.5; % Outer diameter of the nut %

D1 = ceil (D1);

disp ('OUTER DIAMETER OF THE NUT in mm =')

disp (D1)

D2 = ((4*W/(pi*CstrYP(1,2)/5))+D1^2)^0.5; % Outside diameter of the collar %

D2 = ceil (D2);

disp ('OUTSIDE DIAMETER OF THE COLLAR in mm =')

disp (D2)

t1 = W/ (pi*D1*SHstrYP (1, 2)/5); % Collar thickness %

t1 = round (t1);

disp ('COLLAR THICKNESS in mm =')

disp (t1)

%CHECKING FOR SCREW AGAINST INSTABILITY %

Leff = H1+h/2; % Length of column considered %

k = 0.25*d1; % Radius of gyration %

R = Leff/k; % Slenderness ratio%

C = 0.25; % End condition for fixed free column %

Ac = (pi*d1^2)/4;

Rcr = ((2*C*pi^2*E)/TstrYP (1, 1)) ^0.5; % Critical slenderness ratio%

if R < Rcr

Wcr = Ac*TstrYP*(1-0.5*(R/Rcr) ^2); % Short column formula%

else

Wcr = pi^2*E*k^2*Ac/ (4*Leff^2); % Long column formula%

end

if Wcr >= W

disp ('THE SCREW IS STABLE')

else

disp ('THE SCREW IS NOT STABLE REDUCE THE LIFT ')

break

end

% DESIGN FOR HANDLE, PIN AND CUP %

D3 = 1.75*d2; % Diameter for the Cup %

D3 = round (D3);

disp ('CUP DIAMETER in mm =')

disp (D3)

Page 61: Project Final edited.pdf

47

D4 = D3/4; % Diameter of Pin %

disp ('PIN DIAMETER in mm =')

disp (D4)

T2 = 1/3*u*W*((D3^3-D4^3)/ (D3^2-D4^2)); % Torque required to overcome friction %

disp ('TORQUE TO OVERCOME FRICTION in Nmm =')

disp (T2)

T = T1 + T2; % Total Torque the handle is subjected to %

disp ('TOTAL TORQUE in Nmm =')

disp (T)

L = T/96; % Length of the Handle %

L = L+70; % Length of handle + Allowance for gripping 70mm %

disp ('LENGTH OF THE HANDLE in mm =')

disp (L)

M = 96*L; % Maximum bending moment on the lever%

disp ('MAXIMUM BENDING MOMENT in Nmm =')

disp (M)

D = ((32*M*5)/ (pi*CstrYP (1, 1))) ^0.33; %Diameter of handle%

D = round (D+1);

disp ('DIAMETER OF HANDLE in mm =')

disp (D)

H = 2*D; % Height of Head %

disp ('HEIGHT OF HEAD in mm =')

disp (H)

% DESIGN OF BODY %

D5 = 1.5*D2; % Diameter of the body at the top %

disp ('DIAMETER OF BODY AT THE TOP in mm =')

disp (D5)

t2 = 0.25*d2; % Thickness of the Body %

t2 = round (t2);

disp ('THICKNESS OF BODY in mm =')

disp (t2)

D6 = 2.25*D2; % Inside Diameter at the Bottom %

disp ('INSIDE DIAMETER AT THE BOTTOM in mm =')

disp (D6)

D7 = 1.75*D6; % Outside Diameter at the Bottom %

disp ('OUTSIDE DIAMETER AT THE BOTTOM in mm =')

disp (D7)

t3 = 2*t1; % Thickness of Base %

disp ('BASE THICKNESS in mm =')

disp (t3)

Hb = H1+h+50; % Height of body %

disp ('HEIGHT OF BODY in mm =')

disp (Hb)

Page 62: Project Final edited.pdf

48

5.6.2 Program Run of the Design Script/Code & Solution

Enter load capacity of the screw jack in kg 2460

Enter the required lift of the screw jack in mm 200

Enter coefficient of friction between materials 0.1

Enter the modulus of elasticity of the screw material in MPa 200000

Enter yield point for tension in MPa for screw and nut material as 1*2 matrix respectively [700

150]

Enter yield point for compression in MPa for screw and nut material as 1*2 matrix respectively

[700 125]

Enter yield point for shear in MPa for screw and nut material as 1*2 matrix respectively [450

105]

CALCULATED VALUE OF MINOR DIAMETER in mm =d1 = 14.8147

SELECT A STANDARD MAJOR DIAMETER FROM LIST 10 12 14 16 18 20 22 24 26 28 30

32 34 36 38 40 42 44 46 48 50 52 55 58 60 62 65 68 70 72 75 78 80 82 85 88 90 92 95 98 100

105 110 115 120 125 130 135 140 145 150 155 160 165 170 175 18

STANDARD MAJOR DIAMETER in mm =18

PITCH = 2

STANDARD MINOR DIAMETER in mm = 16

HELIX ANGLE in radians = 0.0374

TORQUE TO ROTATE THE SCREW in Nmm = 2.8300e+04

Enter Allowable Bearing Pressure in MPa = 17

NUMBER OF THREAD = 27

HEIGHT OF THE NUT in mm = 54

NUT DESIGN CHECK IS SATISFIED

SCREW DESIGN IS SAFE

OUTER DIAMETER OF THE NUT in mm = 37

OUTSIDE DIAMETER OF THE COLLAR in mm = 51

COLLAR THICKNESS in mm = 10

THE SCREW IS STABLE

CUP DIAMETER in mm = 32

Page 63: Project Final edited.pdf

49

PIN DIAMETER in mm = 8

TORQUE TO OVERCOME FRICTION in Nmm = 2.7029e+04

TOTAL TORQUE in Nmm = 5.5329e+04

LENGTH OF THE HANDLE in mm = 646.3422

MAXIMUM BENDING MOMENT in Nmm = 6.2049e+04

DIAMETER OF HANDLE in mm = 17

HEIGHT OF HEAD in mm = 34

DIAMETER OF BODY AT THE TOP in mm = 76.5000

THICKNESS OF BODY in mm = 5

INSIDE DIAMETER AT THE BOTTOM in mm = 114.7500

OUTSIDE DIAMETER AT THE BOTTOM in mm = 200.8125

BASE THICKNESS in mm = 20

HEIGHT OF BODY in mm = 304

5.7 Recommendation

From the case study, we concentrated on design of a simple mechanical screw jack where the nut

is fixed in a cast iron frame and remains stationary while the spindle is being rotated by the lever.

This design can only work for light loads hence when a screw jack is needed for heavy load

application a different design is required where the nut is rotated as the spindles moves.

We therefore recommend design of a screw jack for the heavy loads.

Page 64: Project Final edited.pdf

50

6.0 APPENDICES

6.1 Appendix A: Mechanical Properties of Cast Iron (Nyangasi, 18 December, 2006)

Mechanical

Properties

Grade Designation(British Standards)

150

180

220

260

300

350

400

Tensile

Strength

(MPa)

150

180

220

260

300

350

400

Compressive

Strength

(MPa)

587

663

766

868

970

1097

1225

Shear

Strength

(MPa)

176

222

284

346

407

484

562

Endurance

Limit (MPa)

71

82

96

111

125

143

161

Young’s

Modulus

(MPa)

71-96

70-104

89-114

100-135

110-135

124-147

137-160

Modulus Of

Elasticity

(GPa)

29-40

32-42

36-45

43-51

43-51

48-55

53-58

Hardness

(HB)

160

176

196

236

236

261

286

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51

6.2 Appendix B: Mechanical Properties of Steels (Nyangasi, 18 December, 2006)

Materials British

standards

Production

process

Maximum

section size,

mm

Yield

Strength

MPa

Tensile

Strength,

MPa

Elongation

%

Hardness

number, HB

0.20C

070M20

HR

152 215 430 22 126 – 179

254 200 400 20 116 – 170

CD

13 385 530 12 154

76 340 430 14 125

0.30C

080M30

HR

152 245 490 20 143 – 192

254 230 460 19 134 – 183

CD

13 470 600 10 174

63 385 530 12 154

H&T 63 385 550 - 700 13 152 – 207

0.40C

080M40

HR 150 280 550 16 152 – 207

CD 63 430 570 10 165

H&T 63 385 625 - 775 16 179 – 229

0.50C

080M50

HR 150 310 620 14 179 – 229

CD 63 510 650 10 202 – 255

H&T 150 430 625 – 775 11 248 – 302

1Cr

530M40

H&T

100 525 700 – 850 17 202 – 255

29 680 850 - 1000 13 248 – 302

1.5MnMo

605M36

H&T

150 525 700 – 850 17 202 – 255

29 755 925 - 1075 12 269 – 331

1.25NiCr

640M40

H&T

152 525 700 – 850 17 202 – 255

102 585 770 – 930 15 223 – 277

64 680 850 - 1000 13 248 – 302

29 755 930 - 1080 12 269 – 331

3NiCr

653M31

H&T

64 755 930 - 1080 12 269 – 331

- 680 850 – 000 12 248 – 302

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52

1CrMo 708M40 H&T 150 525 700 – 850 17 201 – 255

13 940 1075-1225 12 311 – 375

3CrMo

722M24

H&T

152 680 850-1000 13 269 – 331

- 755 930-1080 12 269 – 331

2.5NiCr

Mo

826M40

H&T

150 755 925-1075 12 269 – 331

- 850 1000-1150 12 293 – 352

- 1020 1150-1300 10 341 – 401

3NiCrMo

830

H&T

254 650 850 - 1000 13 248 – 302

152 680 850 - 1000 12 248 – 302

64 940 1080-1240 11 311 – 375

1.5MnNi

CrMo

945M38

H&T

152 525 690 – 850 17 201 - 255

64 680 850 –

1000

13 248 - 302

29 850 1000-1160 12 293 - 352

Key: HR - Hot- Hot rolled and normalized

CD - Cold drawn

H&T - Hardened and tempered

6.3 Appendix C: Safe Bearing Pressure for Power Screws (Gupta, 2005)

Type of power

screw

Material Safe bearing

pressure,(𝑷𝒃)

MPa

Rubbing speed

m/s

screw

Nut

Hand press Steel Bronze 17.0-24.1 Low speed ,well lubricated

Screw jack Steel Cast Iron 12.0-17.0 Low speed < 2.5

Screw jack Steel Bronze 11.0-17.0 Low speed < 3

Hoisting screw Steel Cast Iron 4.0-7.0 Medium speed (6-12)

Hoisting screw Steel Bronze 5.5-10.0 Medium speed (6-12)

Load screw Steel Bronze 1.0-1.6 High speed > 15

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53

6.4 Appendix D: Basic Dimensions for Square Threads in Mm (Fine Series) According

To IS: 4694 -1968 (Reaffirmed 1996) (Gupta, 2005)

Nominal/

Major

Diameter

(𝒅𝒐), mm

Major Diameter

Minor

Diameter

(𝒅𝒄), mm

Pitch

(𝒑)

Depth of Thread

Area of Core,

(𝑨𝒄) π’Žπ’ŽπŸ

Bolt

(d)

Nut

(D)

Bolt

(Hb)

Nut

(h)

10

12

14

16

18

20

10

12

14

16

18

20

10.5

12.5

14.5

16.5

18.5

20.5

8

10

12

14

16

18

2

1

1.25

50.3

78.5

113

154

201

254

22

24

26

28

30

32

34

36

(38)

40

42

44

(46)

48

50

52

55

(58)

60

(62)

22

24

26

28

30

32

34

36

38

40

42

44

46

48

50

52

55

58

60

62

22.5

24.5

26.5

28.5

30.5

32.5

34.5

36.5

38.5

40.5

42.5

44.5

46.5

48.5

50.5

52.5

55.5

58.5

60.5

62.5

19

21

23

25

27

29

31

33

35

37

39

41

43

45

47

49

52

55

57

59

3

1.5

1.75

284

346

415

491

573

661

755

855

962

1075

1195

1320

1452

1590

1735

1886

2124

2376

2552

2734

Page 68: Project Final edited.pdf

54

65

(68)

70

(72)

75

(78)

80

(82)

85

(88)

90

(92)

95

(98)

100

(105)

110

65

68

70

72

75

78

80

82

85

88

90

92

95

98

100

105

110

65.5

68.5

70.5

72.5

75.5

78.5

80.5

82.5

85.5

88.5

90.5

92.5

95.5

98.5

100.5

105.5

110.5

61

64

66

68

71

74

76

78

81

84

86

88

91

94

96

101

106

4

2

2.25

2922

3217

3421

3632

3959

4301

4536

4778

5153

5542

5809

6082

6504

6960

7238

8012

8825

(115)

120

(125)

130

(135)

140

(145)

150

(155)

160

(165)

170

(175)

115

120

125

130

135

140

145

150

155

160

165

170

175

115.5

120.5

125.5

130.5

135.5

140.5

145.5

150.5

155.5

160.5

165.5

170.5

175.5

109

114

119

124

129

134

139

144

149

154

159

164

169

6

3

3.25

9331

10207

11122

12076

13070

14103

15175

16286

17437

18627

19856

21124

22432

Note: Diameter in brackets are of second preference.

Page 69: Project Final edited.pdf

55

References

1. Ashby, M. F., 2005. Material Selection in Mechanical Design. 3rd ed. New York:

Pergamon Press .

2. Bhandari, V. B., 2010. Design of Machine Elements. Third Edition ed. New Delhi: Tata

McGraw-Hill Education.

3. Collection, J., 2015. hubpages.com β€Ί Autos β€Ί Automobile History. [Online]

Available at: https://www.history of screw jacks.com

[Accessed 11 November 2015].

4. Fasteners, C. o., 2005. Technical Reference Guide. Ninth Edition ed. Winona, Minnesota:

Fastenal Industrial & Construction Supplies.

5. Gupta, R. K. &. J., 2005. Theory of Machines. Revised Edition ed. Punjab, India: S.

Chand and Company.

6. J.J. Fereira, M. B. M. G., 2004. Review of the risks associated with pushing and pulling

heavy loads.. first ed. Shefield: Health and sfety Laboratory.

7. Kempster, M. H. A., 1984. Engineering Design III. London: Hodder and Stoughton Ltd.

8. Marshek, R. C. J. &. K. M., 2012. Fundamental of Machine Design Components. Fifth

Edition ed. s.l.:Jonh Wiley & Sons Inc..

9. Naik, V. K., Apr 15, 2015. Slideshare. [Online]

Available at: http://www.slideshare.net/abhisheknaik018/screw-jack-47011977

[Accessed 3 December 2015].

10. Nisbet, R. G. B. &. J. K., 2015. Shigley's Mechanical Engineering desin. Tenth ed. New

York: McGraw-Hill.

11. Nyangasi, 18 December, 2006. http://webcache.googleusercontent.com/search. [Online]

Available at:

http://mechanical.uonbi.ac.ke/sites/default/files/cae/engineering/mechanical/POWER%20

SCREWS.doc.

[Accessed 4 February 2016].

12. Prof. F.M. Oduori, E. D. O., 2016. Material Selection for a Manual Winch Rope Drum.

Volume 1.