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Lesson 1.5: Torsion of Circular Shafts

Learn torsional analysis through Geneva mechanism crankshafts, covering shear stress distribution, angle of twist calculations, and design principles for rotating mechanical components.

🎯 Learning Objectives

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

  1. Calculate torsional shear stresses in circular crankshafts
  2. Determine angular deformation (twist) in rotating shafts
  3. Apply torsion theory to Geneva mechanism analysis
  4. Design shafts for both strength and stiffness requirements

🔧 Real-World System Problem: Geneva Mechanism Crankshaft

The Geneva mechanism (also called Maltese cross mechanism) converts continuous rotation into intermittent motion. Found in film projectors, indexing tables, and automated manufacturing, the crankshaft experiences torsional loading during motion transfer.

System Description

Geneva Mechanism Components:

  • Drive Crankshaft (continuous rotation input)
  • Geneva Wheel (intermittent rotation output)
  • Drive Pin (transfers motion between components)
  • Motor Coupling (connects to drive motor)

The Torsional Challenge

During operation, the Geneva mechanism crankshaft experiences:

Engineering Question: How do we ensure the crankshaft can transmit the required torque without excessive shear stress or angular twist that would affect the mechanism’s timing accuracy?

Why Torsional Analysis Matters

Consequences of Poor Torsional Design:

  • Shaft failure due to excessive shear stress
  • Timing errors from excessive angular deformation
  • Mechanism jamming from shaft twist under load
  • Reduced accuracy in intermittent positioning

Benefits of Proper Torsional Design:

  • Reliable torque transmission without failure
  • Precise timing through controlled angular deformation
  • Long service life with appropriate safety factors
  • Predictable performance under varying loads

📚 Fundamental Theory: Torsional Mechanics

Basic Torsion Concepts

When a circular shaft is subjected to twisting moment (torque), it experiences:

Shear Stress (τ): Internal resistance to twisting Shear Strain (γ): Angular deformation of material elements Angle of Twist (θ): Overall angular deformation of the shaft

Torsional Shear Stress Formula

For circular shafts, the shear stress varies linearly from zero at the center to maximum at the outer surface:

🌀 Torsional Shear Stress Formula

Where:

  • = Shear stress (Pa)
  • = Applied torque (N·m)
  • = Radial distance from center (m)
  • = Polar moment of inertia (m⁴)

Physical Meaning: Shear stress varies linearly from zero at the center to maximum at the outer surface due to the radial distance dependency.

Maximum shear stress occurs at the outer surface:

⚡ Maximum Torsional Shear Stress

Where:

  • = Radius of shaft (m)
  • = Diameter of shaft (m)

Physical Meaning: Maximum stress occurs at the outer fiber where the radial distance is greatest.

⚙️ Solid Shaft Properties

Polar Moment of Inertia:

Maximum Shear Stress:

Physical Meaning: For solid circular shafts, these formulas provide direct relationships between geometry and stress/stiffness properties.

Common Applications: Small diameter shafts, cost-sensitive designs

Angle of Twist Formula

The total angular deformation of a shaft under torque:

🔄 Angle of Twist Formula

Where:

  • = Angle of twist (radians)
  • = Applied torque (N·m)
  • = Shaft length (m)
  • = Shear modulus (Pa)
  • = Polar moment of inertia (m⁴)

Physical Meaning: Angular deformation is proportional to torque and length, but inversely proportional to material stiffness (G) and geometric stiffness (J).

🔧 Application: Geneva Mechanism Crankshaft Analysis

Let’s analyze a realistic Geneva mechanism crankshaft design.


System Parameters:

  • Geneva mechanism drive system
  • Material: Steel 1045 (G = 80 GPa, τ_allowable = 180 MPa)
  • Diameter: 25 mm (solid circular)
  • Length: L = 200 mm
  • Safety factor: 3.0
  • Motor torque: T_continuous = 50 N·m (continuous)
  • Peak torque: T_peak = 150 N·m (during engagement)
  • Required precision: ±0.5° angular accuracy

Step 1: Calculate Polar Moment of Inertia

Click to reveal polar moment calculation

For solid circular shaft:

Step 2: Analyze Torsional Stress

Click to reveal torsional stress analysis
  1. Continuous operation stress:

  2. Peak engagement stress:

  3. Safety factor check:

    • Allowable stress: 180 MPa
    • Continuous operation: SF = 180/163.6 = 1.1 ❌ Too low!
    • Peak loading: SF = 180/490.9 = 0.37 ❌ Failure expected!

Analysis Result: The 25 mm shaft is undersized for this application!

Step 3: Redesign for Adequate Safety Factor

Click to reveal redesign calculations
  1. Required shaft diameter for SF = 3:

    From , solving for diameter:

  2. Calculate for peak torque with SF = 3:

    Allowable stress: Required diameter:

    Design Decision: Use 35 mm diameter shaft for standard sizing.

Step 4: Verify Angular Deformation

Click to reveal angular deformation analysis
  1. Calculate new polar moment:

  2. Angle of twist under peak torque:

    Convert to degrees:

Step 5: Design for Stiffness Requirements

Required angle limit: ±0.5° = 0.00873 radians

Required polar moment of inertia:

Required diameter:

Final Design: Use 50 mm diameter shaft.

📊 Design Comparison Summary

Original Design (25 mm)

Shear Stress: 491 MPa
Safety Factor: 0.37
Angular Twist: 40.8°
Status: Fails both criteria

Strength Design (35 mm)

Shear Stress: 176 MPa
Safety Factor: 3.0
Angular Twist: 14.6°
Status: Strong but too flexible

Final Design (50 mm)

Shear Stress: 61 MPa
Safety Factor: 8.9
Angular Twist: 0.49°
Status: Meets all requirements

🎯 Design Guidelines for Torsional Loading

Design Hierarchy

Shaft Optimization Strategies

Hollow Shaft Advantages:

  • Weight reduction: ~40% lighter for same torsional stiffness
  • Material savings: Lower cost for large diameters
  • Better heat dissipation: Internal cooling possible

When to Use Hollow:

  • Large diameter requirements (>50 mm)
  • Weight-critical applications
  • Heat generation concerns

🛠️ Advanced Analysis: Variable Torque and Fatigue

Geneva Mechanism Torque Profile

Geneva mechanisms create variable torque during operation:

  1. Engagement Phase: High torque to accelerate Geneva wheel
  2. Transfer Phase: Moderate torque during motion transfer
  3. Dwell Phase: Low torque maintaining position
  4. Disengagement Phase: Variable torque as pin exits slot

Fatigue Considerations

Alternating Stress Analysis:

For variable torque applications:

  • Mean Stress:
  • Alternating Stress:
  • Fatigue Safety Factor: Must consider both mean and alternating components

Fatigue Design Rule

For shafts with variable torque, use endurance limit (typically 40-50% of ultimate strength) instead of yield strength for allowable stress calculations.

📋 Summary and Next Steps

In this unit, you learned to:

  1. Calculate torsional shear stress using τ = Tr/J
  2. Determine angular twist using θ = TL/(GJ)
  3. Design for both strength and stiffness requirements
  4. Optimize shaft geometry for torsional loading

Key Design Insight: Stiffness often governs shaft design more than strength

Critical Formulas:

  • Solid shaft stress: τ = 16T/(πd³)
  • Angle of twist: θ = TL/(GJ)
  • Design principle: Increase diameter for both strength and stiffness

Coming Next: In Lesson 1.6, we’ll analyze thin-walled pressure vessels in pneumatic actuator casings, exploring how internal pressure creates both hoop and longitudinal stresses in cylindrical components.

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