Torsion of Circular Shaft Problem

The stepped shaft shown in the figure is to rotate at 900 rpm as it transmits 7000 Nm torque from a turbine to a generator and this is the only loading case on the shaft. The material specified in the design is A 284 Steel (grade C) and design factor is given as 2. Determine/evaluate following cases for the shaft.

a) Maximum shear stress on the shaft

b) Principal stresses on the shaft

c) Material yield criteria for selected material and occurred stresses.

Torsion of solid shaft problem

Solution of the Torsion Problem for Circular Shaft:

Step 1 : Write down input parameters (including material properties) which are defined in the sample example.

INPUT PROPERTIES SUMMARY
Parameter Value
Diameter of larger shaft section [D] 100 mm
Diameter of smaller shaft section [d] 50 mm
Radius of smaller shaft section [c2] 25 mm
Torque [T] 7000 Nm
Rotation speed [w] 900 rpm
Design factor [nd] 2 ---
Yield Strength (A284 Steel) [Sy] 205 MPa
Elastic modulus(A284 Steel) [E] 140 GPa
Shear (Rigidity) modulus(A284 Steel) [G] 80 GPa
Elongation at break(A204 Steel) [εbrk] 23% ---

Step 2 : Go to "Torsion of Solid and Hollow Shafts Calculator"  page to calculate maximum shear stress on the shaft. Larger shear stresses occur on smaller diameter section of the shaft so analysis of smaller diameter section is sufficient for this example.

 RESULTS
Parameter Value
Maximum shear stress [τmax] 285.206 MPa
Angle of twist [θ] 4.085 Degree
Power requirement [P] 659.734 kW
Polar moment of inertia [J] 613592.312 mm^4

Step 3 : There is a shoulder fillet in the shaft design and this geometry will raise stress . Stress concentration factor and maximum shear stress for shoulder fillet will be calculated for torsional loading . Go to "Shoulder fillet in stepped circular shaft" page for calculations.

LOADING TYPE - TORSION
Parameter Value
Stress concentration factor 1.25 ---
Nominal shear stress at shaft 285.21 MPa
Maximum shear stress due to torsion 357.03

Maximum shear stress of 357 MPa occurred at outer radius of shoulder fillet. This is the answer of clause a) of the sample example.

Step 4 : To calculate principal stresses occurred on the shaft, go to the "Principal/Maximum Shear Stress Calculator For Plane Stress"  page. Note that the torsional loading of shaft results plane stress state on the surface of shaft so this calculator can be used.

INPUT PARAMETERS
Parameter Value
Normal stress [σx] MPa
Normal stress [σy]
Shear stress [τxy]

RESULTS
Parameter Value
Maximum principal stress 357 MPa
Minimum principal stress -357
Maximum shear stress*  357
Average principal stress 0
Von Misses stress 618.3
Angle of principal stresses ** 45 deg
Angle of maximum shear stress ** 0

Principal stresses are calculated as 357 MPa and -357 MPa.  This is the answer of clause b) of the sample example.

Step 5 : Selected material (A284 Steel) is ductile since elongation at break is greater than 5%. For the evaluation of yield criteria for a ductile material with plane stress state , we can use "Yield Criteria For Ductile Materials Under Plane Stress(Static Loading)" page.

INPUT PARAMETERS
Parameter Value
Max. principal stress [σmax] MPa
Min principal stress [σmin]
Yield strength [Sy]
Design factor [nd]  

RESULTS
Parameter Condition to be met for safe design Status
MSS theory (σmax-σmin) < Sy/n 714<102.5 Nok
DE theory (σmax^2-σmax*σmin+σmin^2)^0.5< Sy/n 618.3 < 102.5 Nok


Summary

According to results, the design is not safe for the given parameters and conditions. Shaft diameter or material shall be changed to satisfy required design criteria. Steps listed above shall be repeated to find dimensions or materials that satisfy required conditions.

Note: In this example, the loading case is static and shaft material is ductile. According to Shigley's Mechanical Engineering Design Chapter 3  , for ductile materials in static loading, the stress-concentration factor is not usually applied to predict the critical stress, because plastic strain in the region of the stress is localized and has a strengthening effect.
According to Peterson's Stress Concentration Factors Chapter 1, the notch sensitivity q usually lies in the range of 0 to 0.1 for ductile materials. If a statically loaded member is also subjected to shock loading or subjected to high and low temperature, or if the part contains sharp discontinuities, a ductile material may behave like a brittle material. These are special cases and if there is a doubt, Kt (q=1) shall be applied.  
In this example, since there is no information about temperature and shock loading condition of the shaft, the notch sensitivity factor q is taken as 1 and Kt is applied .

The problem is fully solved with calculators which are summarized as follows.

Calculator Usage
Torsion of Solid and Hollow Shafts Calculator To calculate maximum shear stress occurred on the shaft.
Stress Concentration Factors To calculate stress concentration factor for torsional loading of stepped shaft
Yield Criteria For Ductile Materials Under Plane Stress(Static Loading) To evaluate material condition against yielding for ductile material which is under static loading.
Principal/Maximum Shear Stress Calculator For Plane Stress To calculate principal stresses for the point where maximum shear stress occurs.