Shaft Stress

Shaft stress is the internal force per unit area that develops in a rotating or stationary shaft when it carries torque, bending loads, or axial forces. Under torsion, applied torque produces shear stress that generally increases from zero at the center to a maximum at the outer surface, while bending creates normal stress that varies across the shaft’s cross-section. Engineers evaluate these combined stresses using material strength, shaft geometry, loading conditions, and safety factors. This analysis supports the design of drive shafts, axles, turbines, and transmission components, helping prevent yielding, fatigue failure, excessive deformation, and unexpected mechanical breakdown.

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JoVE Core - Mechanical Engineering

Stresses in a Shaft

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2024

The shaft PQ is subjected to a twisting force when equal and opposite torques are applied on either side. A section that cuts perpendicular to the shaft's axis at any arbitrary point R is examined to understand this. When the free-body diagram of the QR segment is analyzed, it reveals the shearing forces exerted by the PR portion onto the QR segment as the shaft experiences twisting. Applying equilibrium conditions to the QR segment establishes that the internal shearing forces within the...

Stress Concentrations in Circular Shafts

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2024

Consider the elastic torsion formula, which applies to a circular shaft with a consistent cross-section. This formula assumes that the shaft's ends are loaded with rigid plates firmly attached. However, in many cases, torques are applied to the shaft through mechanisms like flange couplings or gears, which are connected by keys inserted into keyways. This application method modifies the stress distribution near the point of torque application, causing it to deviate from the distributions...

Residual Stresses in Circular Shafts

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2024

In materials that exhibit elastic and plastic behavior, known as elastoplastic materials, residual stresses can accumulate when these materials experience plastic deformation. This deformation arises from either high levels of shearing stress or significant strains. Residual stresses are internal stresses that persist within a material after removing the external force causing deformation. This phenomenon is demonstrated when observing the behavior of a shaft under torque; notably, the shaft's...

Design of Transmission Shafts - Stress Analysis

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2024

Designing a transmission shaft requires a thorough understanding of the stresses induced by bending moments and torques, especially in systems where power is transferred through gears. These forces create force-couple systems at the centers of the shaft's cross-sections, leading to both transverse and torsional loading. Although shearing stresses from transverse loads are typically smaller than those from torques and are often overlooked, the significant normal stresses from these loads...

Circular Shaft - Stresses in Linear Range

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2024

Consider a scenario where a circular shaft is subject to torque that remains within the boundaries of Hooke's Law, avoiding any permanent deformation. So, the formula for shearing strain is revisited. This formula is multiplied by the modulus of rigidity, and then Hooke's Law for the shearing stress and strain is applied. As a result, the equation for shearing stress in a shaft can be derived. Furthermore, it is crucial to remember that the sum of the moments of the elementary forces acting on...

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