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Lesson 2.4: Combined Bending and Torsion Loading

Learn combined stress analysis through robotic wrist joints, covering principal stress theory, equivalent stress calculations, and failure prediction under simultaneous bending and torsion loading.

🎯 Learning Objectives

By the end of this lesson, you will be able to:

  1. Analyze simultaneous bending and torsional stresses in shaft components
  2. Calculate equivalent stresses using von Mises and maximum shear stress theories
  3. Apply combined loading analysis to robotic wrist joint design
  4. Predict failure modes under multi-axis loading conditions

🔧 Real-World System Problem: Robotic Wrist Joint Under Multi-Axis Loading

Robotic wrist joints represent one of the most complex loading scenarios in mechatronics. The wrist must simultaneously handle bending moments from tool and payload weights, torsional moments from tool rotation and orientation changes, and dynamic loads from rapid positioning movements.

System Description

6-DOF Robotic Wrist Components:

  • Wrist Shaft (hollow cylindrical member transmitting multiple loads)
  • Tool Attachment Interface (creates offset loads and moments)
  • Servo Motors (apply rotational torques for positioning)
  • Bearing Assemblies (constrain motion while allowing rotation)
  • Force/Torque Sensors (measure applied loads for control feedback)

The Multi-Axis Loading Challenge

During industrial operations, the wrist joint simultaneously experiences:

Engineering Question: How do we analyze a robotic wrist shaft that experiences both 150 N·m bending moment and 200 N·m torque simultaneously, and determine if this combination will cause failure?

Why Combined Loading Analysis Matters

Consequences of Inadequate Analysis:

  • Unexpected joint failure during operation
  • Reduced precision from excessive deflection
  • Shortened service life from fatigue
  • Safety hazards from structural failure
  • Production losses from equipment downtime

Benefits of Proper Combined Analysis:

  • Reliable performance under complex loading
  • Optimized joint geometry for strength and weight
  • Predictable service life through fatigue analysis
  • Safe operation with appropriate margins

📚 Fundamental Theory: Combined Stress Analysis

Stress State at a Point

When multiple loads act simultaneously, the stress state becomes more complex:

📊 Combined Normal Stress Formula

Individual components:

  • From bending:
  • From axial load:

Combined normal stress:

Physical Meaning: Normal stresses from different loading types are algebraically combined, with tension positive and compression negative.

🌀 Combined Shear Stress Formula

Individual components:

  • From torsion:
  • From transverse shear:

Combined shear stress:

Physical Meaning: Shear stresses from different sources are vectorially combined at each point in the cross-section.

Principal Stress Theory

🔱 Principal Stress Formula

Where:

  • = Maximum principal stress (most tensile)
  • = Minimum principal stress (most compressive)
  • = Normal stresses in x, y directions
  • = Shear stress in xy plane

Physical Meaning: Principal stresses represent the maximum and minimum normal stresses at a point, occurring on planes with zero shear stress.

Equivalent Stress Calculations

⚙️ Von Mises Equivalent Stress

General form:

For combined bending and torsion:

Physical Meaning: Von Mises stress represents the equivalent uniaxial stress that produces the same distortion energy as the actual multi-axis stress state.

⚡ Maximum Shear Stress Theory

Physical Meaning: Tresca theory predicts failure when maximum shear stress reaches the shear strength of the material (typically yield strength/2).

🔧 Application: Robotic Wrist Joint Analysis

Let’s analyze a realistic wrist joint under combined loading.


System Parameters:

  • Industrial robot wrist joint (hollow circular shaft)
  • Wrist shaft: D = 60 mm (outer), d = 40 mm (inner)
  • Critical section length: 100 mm
  • Material: Steel 4140 (σ_yield = 415 MPa, τ_yield = 240 MPa)
  • Safety factor: 2.5
  • Bending moment: M = 150 N·m (from tool weight and cutting forces)
  • Torsional moment: T = 200 N·m (from joint rotation)
  • Axial force: P = 1000 N (from joint preload)

Step 1: Calculate Section Properties

Click to reveal section property calculations
  1. Cross-sectional area:

  2. Second moment of area:

  3. Polar moment of inertia:

Step 2: Calculate Individual Stress Components

Click to reveal individual stress calculations
  1. Axial stress from preload:

  2. Bending stress at outer fiber:

  3. Combined normal stress:

  4. Torsional shear stress:

Step 3: Apply Failure Theories

Click to reveal failure theory calculations
  1. Von Mises equivalent stress:

  2. Maximum shear stress theory:

    For pure shear and normal stress state:

Step 4: Safety Factor Assessment

Click to reveal safety factor analysis
  1. Von Mises safety factor:

  2. Tresca safety factor:

  3. Design assessment:

    Both safety factors exceed the required SF = 2.5 ✅

🔧 Engineering Problems

Problem 1: Motor Drive Shaft Under Combined Loading

A motor drive shaft in an industrial conveyor system experiences both torsional loads from power transmission and bending moments from belt tension.

Given:

  • Solid circular steel shaft: diameter d = 40 mm
  • Torque: T = 300 N·m (from motor power transmission)
  • Bending moment: M = 150 N·m (from belt tension offset)
  • Material: Steel (σ_yield = 250 MPa, τ_yield = 145 MPa)
  • Safety factor required: 2.0

Find: Von Mises equivalent stress and safety factor verification.

Click to reveal solution
  1. Calculate section properties

    For solid circular cross-section (d = 40 mm):

    • Area: A = πd²/4 = π(40)²/4 = 1,257 mm²
    • Polar moment: J = πd⁴/32 = π(40)⁴/32 = 251,300 mm⁴
    • Second moment: I = πd⁴/64 = π(40)⁴/64 = 125,700 mm⁴
  2. Calculate normal stress from bending

    Maximum bending stress at outer fiber: σ = Mc/I = (150 × 10³ × 20)/125,700 = 23.9 MPa

  3. Calculate shear stress from torsion

    Maximum torsional shear stress at outer fiber: τ = Tr/J = (300 × 10³ × 20)/251,300 = 23.9 MPa

  4. Apply von Mises failure criterion

    Von Mises equivalent stress: σ_eq = √(σ² + 3τ²) = √(23.9² + 3 × 23.9²) = √(571.2 + 1,713.5) = 47.8 MPa

  5. Calculate safety factor

    SF = σ_yield/σ_eq = 250/47.8 = 5.23 Required SF = 2.0, Actual SF = 5.23 ✓ (Very safe design)

Problem 2: Robotic Wrist Joint Shaft

A robotic wrist joint experiences simultaneous bending and twisting during manipulation tasks.

Given:

  • Hollow circular aluminum shaft: outer diameter 50 mm, inner diameter 40 mm
  • Bending moment: M = 80 N·m (from payload and inertia)
  • Torque: T = 120 N·m (from joint rotation)
  • Material: Aluminum 7075-T6 (σ_yield = 500 MPa, τ_yield = 290 MPa)
  • Design requirement: SF > 3.0

Find: Compare von Mises and maximum shear stress theories.

Click to reveal solution
  1. Calculate hollow section properties

    For hollow circular cross-section:

    • Second moment: I = π(D⁴-d⁴)/64 = π(50⁴-40⁴)/64 = 230,700 mm⁴
    • Polar moment: J = π(D⁴-d⁴)/32 = π(50⁴-40⁴)/32 = 461,400 mm⁴
    • Outer radius: R = 25 mm
  2. Calculate stress components

    Normal stress: σ = MR/I = (80 × 10³ × 25)/230,700 = 8.66 MPa Shear stress: τ = TR/J = (120 × 10³ × 25)/461,400 = 6.50 MPa

  3. Apply von Mises theory

    σ_eq = √(σ² + 3τ²) = √(8.66² + 3 × 6.50²) = √(75.0 + 126.8) = 14.2 MPa SF_vonMises = 500/14.2 = 35.2

  4. Apply maximum shear stress theory (Tresca)

    Principal stresses: σ₁ = σ/2 + √((σ/2)² + τ²) = 4.33 + √(18.7 + 42.3) = 12.1 MPa σ₂ = σ/2 - √((σ/2)² + τ²) = 4.33 - 7.81 = -3.48 MPa σ_eq,Tresca = σ₁ - σ₂ = 12.1 - (-3.48) = 15.6 MPa

  5. Compare safety factors

    SF_Tresca = 500/15.6 = 32.1 Both theories show SF >> 3.0 required (very conservative design)

Problem 3: Electric Motor Coupling Shaft

A flexible coupling shaft connects an electric motor to a pump, experiencing both torque transmission and misalignment bending.

Given:

  • Solid circular stainless steel shaft: diameter 30 mm
  • Transmitted torque: T = 200 N·m (motor power)
  • Bending moment: M = 75 N·m (from coupling misalignment)
  • Material: Stainless Steel 316 (σ_yield = 210 MPa)
  • Operating temperature: 80°C (no significant strength reduction)

Find: Maximum equivalent stress and failure theory comparison.

Click to reveal solution
  1. Calculate section properties

    For d = 30 mm solid circular shaft:

    • Second moment: I = πd⁴/64 = π(30)⁴/64 = 39,760 mm⁴
    • Polar moment: J = πd⁴/32 = π(30)⁴/32 = 79,520 mm⁴
    • c = r = 15 mm
  2. Calculate individual stress components

    Bending stress: σ = Mc/I = (75 × 10³ × 15)/39,760 = 28.3 MPa Torsional shear: τ = Tr/J = (200 × 10³ × 15)/79,520 = 37.7 MPa

  3. Von Mises equivalent stress

    σ_eq = √(σ² + 3τ²) = √(28.3² + 3 × 37.7²) = √(800.9 + 4,265.5) = 71.2 MPa

  4. Maximum shear stress equivalent

    Principal stresses: σ₁ = 14.15 + √(14.15² + 37.7²) = 14.15 + 40.2 = 54.4 MPa σ₂ = 14.15 - 40.2 = -26.0 MPa σ_eq,Tresca = 54.4 - (-26.0) = 80.4 MPa

  5. Safety factor assessment

    SF_vonMises = 210/71.2 = 2.95 SF_Tresca = 210/80.4 = 2.61 Both theories show adequate safety (SF > 2.5 for rotating machinery)

📋 Summary and Next Steps

In this lesson, you learned to:

  1. Analyze combined bending and torsion loading using equivalent stress methods
  2. Apply von Mises and maximum shear stress failure theories
  3. Calculate safety factors for multi-axis loading conditions
  4. Consider fatigue effects in combined loading scenarios

Key Design Insights:

  • von Mises theory is most accurate for ductile materials
  • Combined loading often governs design over individual loads
  • Fatigue considerations are critical for cyclic combined loading

Critical Formula: (von Mises equivalent stress)

Coming Next: In Lesson 2.5, we’ll analyze composite and built-up beam systems in CNC machine beds, exploring how different materials work together to resist complex loading conditions.

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