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Design of Machine Elements

From transcript: 20ME510 DME 1 (D) · 20ME610 DME 2 (C) · 20ME68L Design & CAMA Lab (A)

Cheat sheet

Printable study sheet: formulas → definitions → topic notes → traps.

Formulas

Shaft ASME elliptic (approx): (32n/(π d³)) √((Km M)²+(Kt T)²) ≤ σ_allow (forms vary by code)
Combined: σx = 32 M /(π d³) ; τ = 16 T /(π d³) ; then von Mises / max shear
Key shear: τ = F /(w L) ; crushing σ = F /(t/2 · L) (approx geometries)
Bolt preload Fi ; external load share C = kb/(kb+km) ; Fb = Fi + C P ; Fm = Fi − (1−C)P
Weld throat t = 0.707 h (fillet); τ = P /(0.707 h L)
Helical spring: τ = K_w (8 F D)/(π d³) ; K_w Wahl ≈ (4C−1)/(4C−4)+0.615/C ; C=D/d
Spring rate k = G d⁴ /(8 D³ N_a)
Lewis gear bending: σ = W_t /(m b Y) (Y Lewis form factor)
AGMA adds dynamic Kv, geometry J, overload Ko, etc.
Bearing L10 life: L10 = (C/P)^p × 10^6 rev ; p=3 ball, 10/3 roller
Equivalent P = X Fr + Y Fa (catalog X,Y)
Fatigue design: σa/Se + σm/Sut ≤ 1/n (Goodman)
Column/shaft whirling / critical speed awareness for long shafts
σ_all = Sut / n or Sy / n (static)
Fatigue: 1/σa / Se + σm / Sut = 1/n (Goodman approx.)
Shaft ASME elliptic (common form): d³ ∝ √( (Km M)² + (Kt T)² ) / τ_all
Bolt: Fi + C P (preload + load factor sharing)
Spring: τ = Ks (8 F D)/(π d³) ; Ks Wahl factor
Lewis gear: σb = Wt / (b π m y)

Definitions

Design process
Specs → concepts → analysis → iterate → drawings/DFM
Yield vs ultimate based design
Ductile often Sy/n ; brittle Sut/n
Endurance Se'
Polished rotating beam baseline then Marin factors
Stress concentration Kt / Kf
Geometric / fatigue stress concentration
Preload
Initial bolt tension after tightening
Joint constant C
Fraction of external load taken by bolt
Wahl factor
Curvature + shear correction in spring wire
L10 life
Life 90% of bearings reach at given load
Module / diametral pitch
Gear tooth size metrics
Factor of safety
Accounts uncertainty — not a substitute for analysis
Endurance limit Se
Fatigue strength amplitude as N→∞ (steels approx.)
Stress concentration Kt
σ_max / σ_nom at notches, holes, keyways
Preferred fits
Hole/shaft basis — clearance, transition, interference

Topic-wise short notes

Study these first — one block per syllabus topic. Then read the deep notes below.

Shafts, keys, fasteners

  • Shafts transmit T and often M — size from fatigue at seats/shoulders.
  • Shoulder fillets, snap rings, keyways create Kt — use charts.
  • Couplings: rigid vs flexible; alignment sensitivity.
  • Bolted joints: separation when Fm→0 — maintain preload.
  • Power screws: self-locking if lead angle < friction angle.

Gears, bearings, springs

  • Spur first-pass Lewis; refine AGMA; helical quieter higher capacity.
  • Idlers change direction not ratio magnitude (ideal).
  • Deep-groove ball vs cylindrical/taper roller — load direction.
  • Spring surge/buckling for long compression springs.
  • Clutches/brakes: torque capacity μ R F ; heat dissipation duty cycle.

Shafts, keys, couplings

  • ASME code elliptical vs max-shear — know which syllabus uses.
  • Hollow shafts: better stiffness/mass for same OD sometimes.

Fasteners, welds, springs, gears, bearings

  • Weld design: primary shear + secondary from moment about CG of group.
  • Eccentric loads on bolt groups — vector sum of primary/secondary.

Design for fatigue workflow

  • Find alternating/mean at hot spot → apply Kt/Kf → Marin Se → Goodman/n.
  • Infinite life if below Se; else Basquin/S–N finite life.
  • Surface treatments (shot peen, carburize) raise fatigue strength.

Exam traps & quick notes

Comprehensive notes

Shafts, keys, fasteners

Combined bending+torsion; key shear/crushing; bolted joints under eccentric load; welded throat size.

Gears, bearings, springs

Spur/helical strength & wear; L10 bearing life; helical spring surge & buckling.

Shafts, keys, couplings

Combined bending+torsion criteria; ASME elliptic forms; key shear/crushing; fatigue stress concentration at seats/shoulders.

Fasteners, welds, springs, gears, bearings

Bolt preload and load factor C; weld throat; helical spring Wahl factor; Lewis/AGMA gear bending; L10 bearing life. Iterate size ↔ deflection ↔ package.

Interview Q&A for this subject

Q: Why preload bolts?
A: Increases fatigue life of bolts under cyclic external load by sharing via joint stiffness; prevents separation.