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5.

Torsion
CHAPTER OBJECTIVES
• Discuss effects of applying
torsional loading to a long straight
member
• Determine stress distribution within
the member under torsional load
• Determine angle of twist when material behaves in
a linear-elastic and inelastic manner
• Discuss statically indeterminate analysis of shafts
and tubes
• Discuss stress distributions and residual stress
caused by torsional loadings
©2005 Pearson Education South Asia Pte Ltd 1
5. Torsion
CHAPTER OUTLINE
1. Torsional Deformation of a Circular Shaft
2. The Torsion Formula
3. Power Transmission
4. Angle of Twist
5. Statically Indeterminate Torque-Loaded
Members
6. *Solid Noncircular Shafts
7. *Thin-Walled Tubes Having Closed Cross
Sections
8. Stress Concentration
9. *Inelastic Torsion
10. *Residual Stress
©2005 Pearson Education South Asia Pte Ltd 2
5. Torsion
5.1 TORSIONAL DEFORMATION OF A CIRCULAR SHAFT

• Torsion is a moment that twists/deforms a


member about its longitudinal axis
• By observation, if angle of rotation is small, length
of shaft and its radius remain unchanged

©2005 Pearson Education South Asia Pte Ltd 3


5. Torsion
5.1 TORSIONAL DEFORMATION OF A CIRCULAR SHAFT

• By definition, shear strain is γ = (π/2) − lim θ’


C→A along CA
B→A along BA

Let Δx → dx and Δ φ = dφ
BD = ρ dφ = dx γ

γ =ρ
dx

• Since dφ / dx = γ /ρ = γmax /c

ρ
Equation 5-2
γ =
c
γmax ( )
©2005 Pearson Education South Asia Pte Ltd 4
5. Torsion
5.2 THE TORSION FORMULA
• For solid shaft, shear stress varies from zero at
shaft’s longitudinal axis to maximum value at its
outer surface.
• Due to proportionality of triangles, or using Hooke’s
law and Eqn 5-2,
ρ
τ =
c( )
τ max
...

τ max
τ =
c ∫ A ρ2 dA

©2005 Pearson Education South Asia Pte Ltd 5


5. Torsion
5.2 THE TORSION FORMULA
• The integral in the equation can be represented as
the polar moment of inertia J, of shaft’s x-sectional
area computed about its longitudinal axis
Tc
τ max =
J
τ max = max. shear stress in shaft, at the outer
surface
T = resultant internal torque acting at x-section, from
method of sections & equation of moment
equilibrium applied about longitudinal axis
J = polar moment of inertia at x-sectional area
c = outer radius pf the shaft
©2005 Pearson Education South Asia Pte Ltd 6
5. Torsion
5.2 THE TORSION FORMULA
• Shear stress at intermediate distance, ρ

τ=
J
• The above two equations are referred to as the
torsion formula
• Used only if shaft is circular, its material
homogenous, and it behaves in an linear-elastic
manner

©2005 Pearson Education South Asia Pte Ltd 7


5. Torsion
5.2 THE TORSION FORMULA
Solid shaft
• J can be determined using area element in the form
of a differential ring or annulus having thickness dρ
and circumference 2πρ .
• For this ring, dA = 2πρ dρ
π
J= c4
2
• J is a geometric property of the circular area and
is always positive. Common units used for its
measurement are mm4 and m4.

©2005 Pearson Education South Asia Pte Ltd 8


5. Torsion
5.2 THE TORSION FORMULA
Tubular shaft
π
J= (co4 − ci4)
2

©2005 Pearson Education South Asia Pte Ltd 9


5. Torsion
5.2 THE TORSION FORMULA
Absolute maximum torsional stress
• Need to find location where ratio Tc/J is maximum
• Draw a torque diagram (internal torque τ vs. x along
shaft)
• Sign Convention: T is positive, by right-hand rule, is
directed outward from the shaft
• Once internal torque throughout shaft is determined,
maximum ratio of Tc/J can be identified

©2005 Pearson Education South Asia Pte Ltd 10


5. Torsion
5.2 THE TORSION FORMULA
Procedure for analysis
Internal loading
• Section shaft perpendicular to its axis at point
where shear stress is to be determined
• Use free-body diagram and equations of
equilibrium to obtain internal torque at section
Section property
• Compute polar moment of inertia and x-sectional
area
• For solid section, J = πc4/2
• For tube, J = π(co4 − ci2)/2

©2005 Pearson Education South Asia Pte Ltd 11


5. Torsion
5.2 THE TORSION FORMULA
Procedure for analysis
Shear stress
• Specify radial distance ρ, measured from centre
of x-section to point where shear stress is to be
found
• Apply torsion formula, τ = Tρ /J or τmax = Tc/J
• Shear stress acts on x-section in direction that is
always perpendicular to ρ

©2005 Pearson Education South Asia Pte Ltd 12


5. Torsion
EXAMPLE 5.3
Shaft shown supported by two bearings and
subjected to three torques.
Determine shear stress developed at points A and B,
located at section a-a of the shaft.

©2005 Pearson Education South Asia Pte Ltd 13


5. Torsion
EXAMPLE 5.3 (SOLN)
Internal torque
Bearing reactions on shaft = 0, if shaft weight
assumed to be negligible. Applied torques satisfy
moment equilibrium about shaft’s axis.
Internal torque at section a-a determined from free-
body diagram of left segment.

©2005 Pearson Education South Asia Pte Ltd 14


5. Torsion
EXAMPLE 5.3 (SOLN)
Internal torque
Σ Mx = 0; 4250 kN·mm − 3000 kN·mm − T = 0
T = 1250 kN·mm
Section property
J = π/2(75 mm)4 = 4.97× 107 mm4
Shear stress
Since point A is at ρ = c = 75 mm
τB = Tc/J = ... = 1.89 MPa

©2005 Pearson Education South Asia Pte Ltd 15


5. Torsion
EXAMPLE 5.3 (SOLN)
Shear stress
Likewise for point B, at ρ = 15 mm
τB = Tρ /J = ... = 0.377 MPa

Directions of the stresses


on elements A and B
established from
direction of resultant
internal torque T.

©2005 Pearson Education South Asia Pte Ltd 16


5. Torsion
5.3 POWER TRANSMISSION
• Power is defined as work performed per unit of
time
• Instantaneous power is
P = T (dθ/dt)
• Since shaft’s angular velocity ω = dθ/dt, we can
also express power as
P = Tω
• Frequency f of a shaft’s rotation is often reported.
It measures the number of cycles per second
and since 1 cycle = 2 radians, and ω = 2πf T, then
power
Equation 5-11 P = 2πf T

©2005 Pearson Education South Asia Pte Ltd 17


5. Torsion
5.3 POWER TRANSMISSION
Shaft Design
• If power transmitted by shaft and its frequency of
rotation is known, torque is determined from Eqn
5-11
• Knowing T and allowable shear stress for
material, τallow and applying torsion formula,

J T
=
c τallow

©2005 Pearson Education South Asia Pte Ltd 18


5. Torsion
5.3 POWER TRANSMISSION
Shaft Design
• For solid shaft, substitute J = (π/2)c4 to determine c
• For tubular shaft, substitute J = (π/2)(co2 − ci2) to
determine co and ci

©2005 Pearson Education South Asia Pte Ltd 19


5. Torsion
EXAMPLE 5.5
Solid steel shaft shown used to transmit 3750 W from
attached motor M. Shaft rotates at ω = 175 rpm and
the steel τallow = 100 MPa.
Determine required diameter of shaft to nearest mm.

©2005 Pearson Education South Asia Pte Ltd 20


5. Torsion
EXAMPLE 5.5 (SOLN)
Torque on shaft determined from P = Tω,
Thus, P = 3750 N·m/s
175 rev 2π rad 1 min
ω =
min 1 rev 60 s (
= 18.33 rad/s )( )
Thus, P = Tω, T = 204.6 N·m
J π c4 T
= =
c 2 c τallow
2

...
c = 10.92 mm
Since 2c = 21.84 mm, select shaft with diameter of
d = 22 mm
©2005 Pearson Education South Asia Pte Ltd 21
5. Torsion
5.4 ANGLE OF TWIST
• Angle of twist is important when analyzing reactions
on statically indeterminate shafts
L T(x) dx
φ = ∫0
J(x) G
φ = angle of twist, in radians
T(x) = internal torque at arbitrary position x, found
from method of sections and equation of
moment equilibrium applied about shaft’s axis
J(x) = polar moment of inertia as a function of x
G = shear modulus of elasticity for material
©2005 Pearson Education South Asia Pte Ltd 22
5. Torsion
5.4 ANGLE OF TWIST
Constant torque and x-sectional area
TL
φ =
JG

If shaft is subjected to several different torques, or x-


sectional area or shear modulus changes suddenly
from one region of the shaft to the next, then apply
Eqn 5-15 to each segment before vectorially adding
each segment’s angle of twist:
TL
φ =Σ
JG
©2005 Pearson Education South Asia Pte Ltd 23
5. Torsion
5.4 ANGLE OF TWIST
Sign convention
• Use right-hand rule: torque and angle of twist are
positive when thumb is directed outward from the
shaft

©2005 Pearson Education South Asia Pte Ltd 24


5. Torsion
5.4 ANGLE OF TWIST
Procedure for analysis
Internal torque
• Use method of sections and equation of moment
equilibrium applied along shaft’s axis
• If torque varies along shaft’s length, section made
at arbitrary position x along shaft is represented
as T(x)
• If several constant external torques act on shaft
between its ends, internal torque in each segment
must be determined and shown as a torque
diagram

©2005 Pearson Education South Asia Pte Ltd 25


5. Torsion
5.4 ANGLE OF TWIST
Procedure for analysis
Angle of twist
• When circular x-sectional area varies along
shaft’s axis, polar moment of inertia expressed as
a function of its position x along its axis, J(x)
• If J or internal torque suddenly changes between
ends of shaft, φ = ∫ (T(x)/J(x)G) dx or φ = TL/JG
must be applied to each segment for which J, T
and G are continuous or constant
• Use consistent sign convention for internal torque
and also the set of units

©2005 Pearson Education South Asia Pte Ltd 26


5. Torsion
EXAMPLE 5.9
50-mm-diameter solid cast-iron post shown is buried
600 mm in soil. Determine maximum shear stress in
the post and angle of twist at its top. Assume torque
about to turn the post, and soil exerts uniform
torsional resistance of t N·mm/mm along its 600 mm
buried length. G = 40(103) GPa

©2005 Pearson Education South Asia Pte Ltd 27


5. Torsion
EXAMPLE 5.9 (SOLN)
Internal torque
From free-body diagram
Σ Mz = 0; TAB = 100 N(300 mm) = 30 × 103 N·mm

©2005 Pearson Education South Asia Pte Ltd 28


5. Torsion
EXAMPLE 5.9 (SOLN)
Internal torque
Magnitude of the uniform distribution of torque along
buried segment BC can be determined from
equilibrium of the entire post.

Σ Mz = 0;

100 N(300 mm) − t(600 mm) = 0


t = 50 N·mm

©2005 Pearson Education South Asia Pte Ltd 29


5. Torsion
EXAMPLE 5.9 (SOLN)
Internal torque
Hence, from free-body diagram of a section of the
post located at position x within region BC, we have
Σ Mz = 0;
TBC − 50x = 0
TBC = 50x

©2005 Pearson Education South Asia Pte Ltd 30


5. Torsion
EXAMPLE 5.9 (SOLN)
Maximum shear stress
Largest shear stress occurs in region AB, since
torque largest there and J is constant for the post.
Applying torsion formula
TAB c
τmax = = ... = 1.22 N/mm2
J

©2005 Pearson Education South Asia Pte Ltd 31


5. Torsion
EXAMPLE 5.9 (SOLN)
Angle of twist
Angle of twist at the top can be determined relative
to the bottom of the post, since it is fixed and yet is
about to turn. Both segments AB and BC twist, so

TAB LAB LBC


TBC dx
φA =
JG
+ ∫
0 JG
...

φA = 0.00147 rad

©2005 Pearson Education South Asia Pte Ltd 32


5. Torsion
5.5 STATICALLY INDETERMINATE TORQUE-LOADED MEMBERS

• A torsionally loaded shaft is statically indeterminate


if moment equation of equilibrium, applied about
axis of shaft, is not enough to determine unknown
torques acting on the shaft

©2005 Pearson Education South Asia Pte Ltd 33


5. Torsion
5.5 STATICALLY INDETERMINATE TORQUE-LOADED MEMBERS

• From free-body diagram, reactive torques at


supports A and B are unknown, Thus,
Σ Mx = 0; T − TA − TB = 0
• Since problem is statically
indeterminate, formulate the
condition of compatibility; end
supports are fixed, thus angle of
twist of both ends should sum to
zero
φA/B = 0

©2005 Pearson Education South Asia Pte Ltd 34


5. Torsion
5.5 STATICALLY INDETERMINATE TORQUE-LOADED MEMBERS

• Assume linear-elastic behavior, and using load-


displacement relationship, φ = TL/JG, thus
compatibility equation can be written as
TA LAC TB LBC
− =0
JG JG
• Solving the equations
simultaneously, and realizing that
L = LAC + LBC, we get
LBC LAC
TA = T ( ) TB = T( )
L L
©2005 Pearson Education South Asia Pte Ltd 35
5. Torsion
5.5 STATICALLY INDETERMINATE TORQUE-LOADED MEMBERS

Procedure for analysis


Equilibrium
• Draw a free-body diagram
• Write equations of equilibrium about axis of shaft
Compatibility
• Express compatibility conditions in terms of
rotational displacement caused by reactive
torques
• Use torque-displacement relationship, such as
φ = TL/JG
• Solve equilibrium and compatibility equations for
unknown torques
©2005 Pearson Education South Asia Pte Ltd 36
5. Torsion
EXAMPLE 5.11
Solid steel shaft shown has a diameter of 20 mm. If it
is subjected to two torques, determine reactions at
fixed supports A and B.

©2005 Pearson Education South Asia Pte Ltd 37


5. Torsion
EXAMPLE 5.11 (SOLN)
Equilibrium
From free-body diagram, problem is
statically indeterminate.
Σ Mx = 0;
− TB + 800 N·m − 500 N·m − TA = 0
Compatibility
Since ends of shaft are fixed, sum of angles of twist
for both ends equal to zero. Hence,

φA/B = 0

©2005 Pearson Education South Asia Pte Ltd 38


5. Torsion
EXAMPLE 5.11 (SOLN)
Compatibility
The condition is expressed using the load-
displacement relationship, φ = TL/JG.

...
1.8TA − 0.2TB = −750

Solving simultaneously, we get

TA = −345 N·m TB = 645 N·m

©2005 Pearson Education South Asia Pte Ltd 39


5. Torsion
*5.6 SOLID NONCIRCULAR SHAFTS
• Shafts with noncircular x-sections are not
axisymmetric, as such, their x-sections will bulge or
warp when it is twisted
• Torsional analysis is complicated and thus is not
considered for this text.

©2005 Pearson Education South Asia Pte Ltd 40


5. Torsion
*5.6 SOLID NONCIRCULAR SHAFTS
• Results of analysis for
square, triangular and
elliptical x-sections are
shown in table

©2005 Pearson Education South Asia Pte Ltd 41


5. Torsion
EXAMPLE 5.13
6061-T6 aluminum shaft shown has x-sectional area
in the shape of equilateral triangle. Determine
largest torque T that can be applied to end of shaft if
τallow = 56 MPa, φallow = 0.02 rad, Gal = 26 GPa.
How much torque can be applied to a shaft of
circular x-section made from same amount of
material?

©2005 Pearson Education South Asia Pte Ltd 42


5. Torsion
EXAMPLE 5.13 (SOLN)
By inspection, resultant internal torque at any x-
section along shaft’s axis is also T. Using formulas
from Table 5-1,
τallow = 20T/a3; ... T = 179.2 N·m
φallow = 46TL/a3Gal; ... T = 24.12 N·m

By comparison, torque is limited due to angle of twist.

©2005 Pearson Education South Asia Pte Ltd 43


5. Torsion
EXAMPLE 5.13 (SOLN)
Circular x-section
We need to calculate radius of the x-section.
Acircle = Atriangle; ... c = 14.850 mm
Limitations of stress and angle of twist require
τallow = Tc/J; ... T = 288.06 N·m
φallow = TL/JGal; ... T = 33.10 N·m
Again, torque is limited by angle of twist.
Comparing both results, we can see that a shaft of
circular x-section can support 37% more torque
than a triangular one
©2005 Pearson Education South Asia Pte Ltd 44
5. Torsion
*5.7 THIN-WALLED TUBES HAVING CLOSED CROSS SECTIONS

• Thin-walled tubes of noncircular shape are used to


construct lightweight frameworks such as those in
aircraft
• This section will analyze such shafts with a closed
x-section
• As walls are thin, we assume stress is uniformly
distributed across the thickness of the tube

©2005 Pearson Education South Asia Pte Ltd 45


5. Torsion
*5.7 THIN-WALLED TUBES HAVING CLOSED CROSS SECTIONS

Shear flow
• Force equilibrium requires the
forces shown to be of equal
magnitude but opposite direction,
thus τAtA = τBtB
• This product is called shear flow
q, and can be expressed as

q = τavgt

• Shear flow measures force per unit


length along tube’s x-sectional area
©2005 Pearson Education South Asia Pte Ltd 46
5. Torsion
*5.7 THIN-WALLED TUBES HAVING CLOSED CROSS SECTIONS

Average shear stress


T
τavg =
2tAm
τavg = average shear stress acting over
thickness of tube
T = resultant internal torque at x-section
t = thickness of tube where τavg is to be
determined
Am = mean area enclosed within
boundary of centerline of tube’s
thickness
©2005 Pearson Education South Asia Pte Ltd 47
5. Torsion
*5.7 THIN-WALLED TUBES HAVING CLOSED CROSS SECTIONS

Average shear stress


Since q = τavgt, the shear flow throughout the x-
section is
T
q=
2Am

Angle of twist
Can be determined using energy methods

TL ds
φ=
4Am2G
O
t

©2005 Pearson Education South Asia Pte Ltd 48


5. Torsion
*5.7 THIN-WALLED TUBES HAVING CLOSED CROSS SECTIONS

IMPORTANT
• Shear flow q is a product of tube’s thickness and
average shear stress. This value is constant at all
points along tube’s x-section. Thus, largest
average shear stress occurs where tube’s
thickness is smallest
• Both shear flow and average shear stress act
tangent to wall of tube at all points in a direction to
contribute to resultant torque

©2005 Pearson Education South Asia Pte Ltd 49


5. Torsion
EXAMPLE 5.16
Square aluminum tube as shown.
Determine average shear stress in the tube at point
A if it is subjected to a torque of 85 N·m. Also,
compute angle of twist due to this loading.
Take Gal = 26 GPa.

©2005 Pearson Education South Asia Pte Ltd 50


5. Torsion
EXAMPLE 5.16 (SOLN)
Average shear stress
Am = (50 mm)(50 mm) = 2500 mm2
T
τavg = = ... = 1.7 N/mm2
2tAm
Since t is constant except at corners,
average shear stress is same at all
points on x-section.
Note that τavg acts upward on darker-
shaded face, since it contributes to
internal resultant torque T at the
section
©2005 Pearson Education South Asia Pte Ltd 51
5. Torsion
EXAMPLE 5.16 (SOLN)
Angle of twist

TL ds
φ=
4Am G
2
O
t
= ... = 0.196(10 ∫ ∫ ds
-4) mm-1 O

Here, integral represents length around


centerline boundary of tube, thus

φ = 0.196(10-4) mm-1[4(50 mm)] = 3.92 (10-3) rad

©2005 Pearson Education South Asia Pte Ltd 52


5. Torsion
5.8 STRESS CONCENTRATION
• Three common discontinuities
of the x-section are:
a) is a coupling, for connecting
2 collinear shafts together
b) is a keyway used to connect
gears or pulleys to a shaft
c) is a shoulder fillet used to
fabricate a single collinear
shaft from 2 shafts with
different diameters

©2005 Pearson Education South Asia Pte Ltd 53


5. Torsion
5.8 STRESS CONCENTRATION
• Dots on x-section indicate
where maximum shear stress
will occur
• This maximum shear stress
can be determined from
torsional stress-concentration
factor, K

©2005 Pearson Education South Asia Pte Ltd 54


5. Torsion
5.8 STRESS CONCENTRATION
• K, can be obtained from
a graph as shown
• Find geometric ratio D/d
for appropriate curve
• Once abscissa r/d
calculated, value of K
found along ordinate
• Maximum shear stress is
then determined from

τmax = K(Tc/J)

©2005 Pearson Education South Asia Pte Ltd 55


5. Torsion
5.8 STRESS CONCENTRATION
IMPORTANT
• Stress concentrations in shafts occur at points of
sudden x-sectional change. The more severe the
change, the larger the stress concentration
• For design/analysis, not necessary to know exact
shear-stress distribution on x-section. Instead,
obtain maximum shear stress using stress
concentration factor K
• If material is brittle, or subjected to fatigue
loadings, then stress concentrations need to be
considered in design/analysis.

©2005 Pearson Education South Asia Pte Ltd 56


5. Torsion
EXAMPLE 5.18
Stepped shaft shown is supported at bearings at A
and B. Determine maximum stress in the shaft due
to applied torques. Fillet at junction of each shaft has
radius r = 6 mm.

©2005 Pearson Education South Asia Pte Ltd 57


5. Torsion
EXAMPLE 5.18 (SOLN)
Internal torque
By inspection, moment equilibrium about axis of
shaft is satisfied. Since maximum shear stress
occurs at rooted ends of smaller diameter shafts,
internal torque (30 N·m) can be found by applying
method of sections

©2005 Pearson Education South Asia Pte Ltd 58


5. Torsion
EXAMPLE 5.18 (SOLN)
Maximum shear stress
From shaft geometry, we have
D 2(40 mm)
= =2
d 2(20 mm)
r 6 mm)
= = 0.15
d 2(20 mm)
Thus, from the graph, K = 1.3

τmax = K(Tc/J) = ... = 3.10 MPa

©2005 Pearson Education South Asia Pte Ltd 59


5. Torsion
EXAMPLE 5.18 (SOLN)
Maximum shear stress
From experimental evidence, actual stress
distribution along radial line of x-section at critical
section looks similar to:

©2005 Pearson Education South Asia Pte Ltd 60


5. Torsion
*5.9 INELASTIC TORSION
• To perform a “plastic analysis”
for a material that has yielded,
the following conditions must
be met:
1. Shear strains in material must
vary linearly from zero at center of
shaft to its maximum at outer
boundary (geometry)
2. Resultant torque at section must
be equivalent to torque caused by
entire shear-stress distribution
over the x-section (loading)
©2005 Pearson Education South Asia Pte Ltd 61
5. Torsion
*5.9 INELASTIC TORSION
• Expressing the loading
condition mathematically,
we get:

Equation 5-23 T = 2π∫ A τρ 2 dρ

©2005 Pearson Education South Asia Pte Ltd 62


5. Torsion
*5.9 INELASTIC TORSION
A. Maximum elastic torque
• For maximum elastic shear strain γY,
at outer boundary of the shaft, shear-
strain distribution along radial line will
look like diagram (b)
• Based on Eqn 5-23,

TY = (π/2) τYc3

• From Eqn 5-13,

dφ = γ (dx/ρ)

©2005 Pearson Education South Asia Pte Ltd 63


5. Torsion
*5.9 INELASTIC TORSION
B. Elastic-plastic torque
• Used when material starts yielding,
and the yield boundary moves inward
toward the shaft’s centre, producing
an elastic core.
• Also, outer portion of shaft forms a
plastic annulus or ring
• General formula for elastic-plastic
material behavior,

T = (πτY /6) (4c3 − ρY3)

©2005 Pearson Education South Asia Pte Ltd 64


5. Torsion
*5.9 INELASTIC TORSION
B. Elastic-plastic torque
Plastic torque
• Further increases in T will shrink the radius of
elastic core till all the material has yielded
• Thus, largest possible plastic torque is
TP = (2π/3)τY c3

• Comparing with maximum elastic torque,

TP = 4TY / 3

• Angle of twist cannot be uniquely defined.


©2005 Pearson Education South Asia Pte Ltd 65
5. Torsion
*5.9 INELASTIC TORSION
C. Ultimate torque
• Magnitude of Tu can be determined “graphically”
by integrating Eqn 5-23

©2005 Pearson Education South Asia Pte Ltd 66


5. Torsion
*5.9 INELASTIC TORSION
C. Ultimate torque
• Segment shaft into finite
number of rings
• Area of ring is multiplied
by shear stress to obtain
force
• Determine torque with the
product of the force and ρ
• Addition of all torques for
entire x-section results in
the ultimate torque,
Tu ≈ 2πΣτρ 2Δρ

©2005 Pearson Education South Asia Pte Ltd 67


5. Torsion
*5.9 INELASTIC TORSION
IMPORTANT
• Shear-strain distribution over radial line on shaft
based on geometric considerations and is
always remain linear
• Shear-stress distribution must be determined
from material behavior or shear stress-strain
diagram
• Once shear-stress distribution established, the
torque about the axis is equivalent to resultant
torque acting on x-section
• Perfectly plastic behavior assumes shear-stress
distribution is constant and the torque is called
plastic torque
©2005 Pearson Education South Asia Pte Ltd 68
5. Torsion
EXAMPLE 5.19
Tubular shaft made of
aluminum alloy with elastic τ-γ
diagram as shown.
Determine (a) maximum torque
that can be applied without
causing material to yield,
(b) maximum torque or plastic
torque that can be applied to
the shaft.
What should the minimum
shear strain at outer radius be
in order to develop a plastic
torque?
©2005 Pearson Education South Asia Pte Ltd 69
5. Torsion
EXAMPLE 5.19 (SOLN)
Maximum elastic torque
Shear stress at outer fiber to be
20 MPa. Using torsion formula

τY = (TY c/J); TY = 3.42 kN·m

Values at tube’s inner wall


are obtained by proportion.

©2005 Pearson Education South Asia Pte Ltd 70


5. Torsion
EXAMPLE 5.19 (SOLN)
Plastic torque
Shear-stress distribution shown below. Applying
τ = τY into Eqn 5-23:
TP = ... = 4.10 kN·m
For this tube, TP represents a 20% increase in
torque capacity compared to elastic torque TY.

©2005 Pearson Education South Asia Pte Ltd 71


5. Torsion
EXAMPLE 5.19 (SOLN)
Outer radius shear strain
Tube becomes fully plastic when shear strain at
inner wall becomes 0.286(10-3) rad. Since shear
strain remains linear over x-section, plastic strain at
outer fibers determined by proportion:
γo = ... = 0.477(10-3) rad

©2005 Pearson Education South Asia Pte Ltd 72


5. Torsion
*5.10 RESIDUAL STRESS
• Residual stress distribution is calculated using
principles of superposition and elastic recovery

©2005 Pearson Education South Asia Pte Ltd 73


5. Torsion
EXAMPLE 5.21
Tube made from brass alloy with length of 1.5 m and
x-sectional area shown. Material has elastic-plastic
τ-γ diagram shown. G = 42 GPa.
Determine plastic torque
TP. What are the residual-
shear-stress distribution
and permanent twist of the
tube that remain if TP is
removed just after tube
becomes fully plastic?

©2005 Pearson Education South Asia Pte Ltd 74


5. Torsion
EXAMPLE 5.21 (SOLN)
Plastic torque
Applying Eqn 5-23,

TP = ... = 19.24(106) N·mm

When tube is fully plastic, yielding started at inner


radius, ci = 25 mm and γY = 0.002 rad, thus angle of
twist for entire tube is
φP = γY (L/ci) = ... = 0.120 rad

©2005 Pearson Education South Asia Pte Ltd 75


5. Torsion
EXAMPLE 5.21 (SOLN)
Plastic torque
Then TP is removed, then
“fictitious” linear shear-stress
distribution in figure (c) must be
superimposed on figure (b). Thus,
maximum shear stress or modulus
of rupture computed from torsion
formula,
τr = (TPco)/J = ... = 104.52 MPa
τi = (104.52 MPa)×(25 mm/50 mm) = 52.26 MPa

©2005 Pearson Education South Asia Pte Ltd 76


5. Torsion
EXAMPLE 5.21 (SOLN)
Plastic torque
Angle of twist φ’P upon removal of TP is
φ’P = (TP L)/(JG) = ... = 0.0747 rad
Residual-shear-stress distribution is shown.
Permanent rotation of tube after TP is removed,

+ φ = 0.120 − 0.0747 = 0.0453 rad

©2005 Pearson Education South Asia Pte Ltd 77


5. Torsion
CHAPTER REVIEW
• Torque causes a shaft with circular x-section to
twist, such that shear strain in shaft is
proportional to its radial distance from its centre
• Provided that material is homogeneous and
Hooke’s law applies, shear stress determined
from torsion formula, τ = (Tc)/J
• Design of shaft requires finding the geometric
parameter, (J/C) = (T/τallow)
• Power generated by rotating shaft is reported,
from which torque is derived; P = Tω

©2005 Pearson Education South Asia Pte Ltd 78


5. Torsion
CHAPTER REVIEW
• Angle of twist of circular shaft determined from
L T(x) dx
φ =∫
0 JG
• If torque and JG are constant, then
TL
φ =Σ
JG
• For application, use a sign convention for
internal torque and be sure material does not
yield, but remains linear elastic

©2005 Pearson Education South Asia Pte Ltd 79


5. Torsion
CHAPTER REVIEW
• If shaft is statically indeterminate, reactive
torques determined from equilibrium,
compatibility of twist, and torque-twist
relationships, such as φ = TL/JG
• Solid noncircular shafts tend to warp out of
plane when subjected to torque. Formulas are
available to determine elastic shear stress and
twist for these cases
• Shear stress in tubes determined by
considering shear flow. Assumes that shear
stress across each thickness of tube is
constant
©2005 Pearson Education South Asia Pte Ltd 80
5. Torsion
CHAPTER REVIEW
• Shear stress in tubes determined from
τ = T/2tAm
• Stress concentrations occur in shafts when x-
section suddenly changes. Maximum shear
stress determined using stress concentration
factor, K (found by experiment and represented
in graphical form). τmax = K(Tc/J)
• If applied torque causes material to exceed
elastic limit, then stress distribution is not
proportional to radial distance from centerline
of shaft

©2005 Pearson Education South Asia Pte Ltd 81


5. Torsion
CHAPTER REVIEW
• Instead, such applied torque is related to stress
distribution using the shear-stress-shear-strain
diagram and equilibrium
• If a shaft is subjected to plastic torque, and
then released, it will cause material to respond
elastically, causing residual shear stress to be
developed in the shaft

©2005 Pearson Education South Asia Pte Ltd 82

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