Torsion of Circular Shaft Problem

In this worked example, a stepped solid circular shaft made of A284 Grade C steel transmits 7000 Nm torque at 900 rpm from a turbine to a generator. Using the torsion relation τ = T·c / J and standard yield criteria for ductile materials in plane stress, we determine the maximum shear stress, principal stresses, and check whether the shaft design is safe.

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 A284 Steel (grade C) and the design factor is 2. Determine/evaluate the following for the shaft:

a) Maximum shear stress on the shaft

b) Principal stresses on the shaft

c) Material yield criteria for the selected material and the resulting stresses.

Diagram of stepped circular shaft with shoulder fillet under torsion

Solution of the Torsion Problem for Circular Shaft

Step 1 – Input parameters and material properties

Write down the 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 [ω] 900 rpm
Design factor [nd] 2 ---
Yield strength (A284 Steel, Grade C) [Sy] 205 MPa
Elastic modulus (A284 Steel) [E] 200 GPa
Shear (rigidity) modulus (A284 Steel) [G] 80 GPa
Elongation at break (A284 Steel) [εbrk] 21% ---

Step 2 – Maximum shear stress and angle of twist

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

RESULTS
Parameter Value
Maximum shear stress [τmax] 285.206 MPa
Angle of twist [θ] 4.085 deg
Power requirement [P] 659.734 kW
Polar moment of inertia [J] 613592.312 mm4

Step 3 – Stress concentration at shaft shoulder fillet

There is a shoulder fillet in the shaft design and this geometry will raise the local stress. The stress concentration factor and the maximum shear stress at the shoulder fillet are calculated for torsional loading. Go to the " 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

The maximum shear stress of 357 MPa occurs at the outer radius of the shoulder fillet. This is the answer for clause a) of the sample example.

Step 4 – Principal stresses at the shaft surface

To calculate the principal stresses occurring on the shaft surface, go to the " Principal/Maximum Shear Stress Calculator For Plane Stress " page. Note that the torsional loading of the shaft results in a plane stress state on the surface of the 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 Mises stress 618.3
Angle of principal stresses** 45 deg
Angle of maximum shear stress** 0

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

Step 5 – Yield criteria for ductile material under plane stress

The selected material (A284 Steel) is ductile since the elongation at break is greater than 5%. For the evaluation of yield criteria for a ductile material with a plane stress state, we can use the " 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 (Maximum Shear Stress, Tresca) theory max - σmin) < Sy / n 714 < 102.5 Not OK
DE (Distortion Energy, von Mises) theory max2 - σmax·σmin + σmin2)0.5 < Sy / n 618.3 < 102.5 Not OK

Yield criteria for ductile materials under plane stress with Mohr's circle illustration

Summary

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

Note: In this example, the loading case is static and the 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 conditions of the shaft, the notch sensitivity factor q is taken as 1 and Kt is applied.

Related calculators used in this example

The problem is fully solved with the following calculators:

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

Frequently Asked Questions

Is the shaft design safe for the given loading?

No. For the given torque, geometry, and A284 Grade C steel with a design factor of 2, both the Maximum Shear Stress (Tresca) and Distortion Energy (von Mises) criteria are not satisfied, so the design is not safe.

What causes the highest stress in this shaft?

The highest stress occurs at the shoulder fillet of the stepped shaft, where the geometry change introduces a stress concentration under torsional loading.

How can I make the shaft design safe?

You can increase the shaft diameter, select a stronger material with a higher yield strength, or reduce the applied torque. After each change, repeat the calculations to verify the design against the selected yield criteria.