MKT 3821 Design of Machine Elements By Haydar Livatyalı Engineering Materials and Material Selection Fall 2023-24 1 The expansion of the materials world • In his day: a few hundred materials No polymers – now over 45,000 No light alloys – now several thousand No composites – now hundreds …… • Today: > 160,000 engineering materials • Creates two needs: 1 Education – how best teach materials? 2 Industry – how manage materials information ? • Solutions: 1 The CES EduPack – Education James Stuart, Professor of Engineering at Cambridge 1875 - 1890 2 Today 2 Granta mi – Industry 1 The world of materials Polymers, elastomers Metals, alloys Hybrids, composites Ceramics, glasses 3 The world of materials Metals, alloys Polymers, elastomers Hybrids, composites 4 2 PROPERTIES SUBJECT TO SELECTION IN MECHANICAL DESIGN 1. Density Weight, loading 2. Yield Strength Plastic Deformation 3. Tensile Strength (ultimate) Rupture 4. Hardness Surface damage 5. Elastic modulus Flexibility, stiffness 6. Fatigue Strength Fracture under cyclic load 7. Maximum elongation Ductile vs. brittle 5 How to Characterize Material Behavior? 6 1. Tensile test Most common for static strength 2. Compression test Preferred for brittle materials 3. Hardness Good, if tensile test is not available 4. Fatigue test(s) To determine endurance limit 5. Impact test To determine transition temperature 6. Creep test For high temperature applications 7. Bending test Composite and brittle materials 8. Cupping test For sheet metal formability 3 TENSILE TEST 7 DUCTILE VS. BRITTLE METALS 8 4 9 10 5 11 IMPACT TEST 12 6 13 EFFECT OF TEMPERATURE 14 7 CREEP 15 The most commonly used engineering material? 16 1. Cast Iron(s) Gray cast iron, Spherodized cast iron 2. Cast Steel Many alloys 3. Wrought Steels Hot/cold rolled; Forged; Extruded, Drawn 8 17 CODING: CAST ALLOYS 18 9 19 STANDARD SECTIONS 20 10 HEAT TREATMENT 21 22 11 23 24 12 25 COMPOSITES 26 13 MATERIAL SELECTION 27 28 14 29 30 15 31 32 16 Organising information: the MATERIALS TREE Kingdom Family Class • Ceramics & glasses Steels Cu-alloys • Metals & alloys Materials data-table Al-alloys Ti-alloys • Polymers & elastomers Ni-alloys Zn-alloys • Hybrids Member 1000 2000 3000 4000 5000 6000 7000 8000 Attributes Al 6463 Al 6060 Density Al 6061 Density Mechanical Densityprops. Mechanical props. Thermal props. props. Mechanical Thermal props. Electrical props. Thermal props. Electrical props. Optical props. Electrical props. Optical props. Corrosion Opticalprops. props. Corrosion props. Documentation Corrosion props. Documentation -- specific Documentation -- specific -- general -- specific -- general -- general Structured information Unstructured information Material records 33 Structured information for ABS* Acrylonitrile-butadiene-styrene (ABS) - (CH2-CH-C6H4)n General Properties Density Price 1.05 2.1 - Mechanical Properties Young's Modulus Elastic Limit Tensile Strength Elongation Hardness - Vickers Endurance Limit Fracture Toughness Thermal Properties Max Service Temp Thermal Expansion Specific Heat Thermal Conductivity 1.1 18 27 6 6 11 1.2 - 350 70 1500 0.17 - 1.07 Mg/m^3 2.3 US $/kg 2.9 50 55 8 15 22 4.2 GPa MPa MPa % HV MPa MPa.m1/2 370 K 75 10-6/K 1510 J/kg.K 0.24 W/m.K Electrical Properties Conductor or insulator? Good insulator Optical Properties Transparent or opaque? Opaque Corrosion and Wear Resistance Flammability Average Fresh Water Good Organic Solvents Average Oxidation at 500C Very Poor Sea Water Good Strong Acid Good Strong Alkalis Good UV Good Wear Poor *Using the CES Level 2 DB 34 17 Unstructured information for ABS* What is it? ABS (Acrylonitrile-butadiene-styrene ) is tough, resilient, and easily molded. It is usually opaque, although some grades can now be transparent, and it can be given vivid colors. ABS-PVC alloys are tougher than standard ABS and, in self-extinguishing grades, are used for the casings of power tools. Design guidelines. ABS has the highest impact resistance of all polymers. It takes color well. Integral metallics are possible (as in GE Plastics' Magix.) ABS is UV resistant for outdoor application if stabilizers are added. It is hygroscopic (may need to be oven dried before thermoforming) and can be damaged by petroleum-based machining oils. ABS can be extruded, compression moulded or formed to sheet that is then vacuum thermoformed. It can be joined by ultrasonic or hot-plate welding, or bonded with polyester, epoxy, isocyanate or nitrile-phenolic adhesives. Technical notes. ABS is a terpolymer - one made by copolymerising 3 monomers: acrylonitrile, butadiene and syrene. The acrylonitrile gives thermal and chemical resistance, rubber-like butadiene gives ductility and strength, the styrene gives a glossy surface, ease of machining and a lower cost. In ASA, the butadiene component (which gives poor UV resistance) is replaced by an acrylic ester. Without the addition of butyl, ABS becomes, SAN - a similar material with lower impact resistance or toughness. It is the stiffest of the thermoplastics and has excellent resistance to acids, alkalis, salts and many solvents. Typical Uses. Safety helmets; camper tops; automotive instrument panels and other interior components; pipe fittings; home-security devices and housings for small appliances; communications equipment; business machines; plumbing hardware; automobile grilles; wheel covers; mirror housings; refrigerator liners; luggage shells; tote trays; mower shrouds; boat hulls; large components for recreational vehicles; weather seals; glass beading; refrigerator breaker strips; conduit; pipe for drain-waste-vent (DWV) systems. The environment. The acrylonitrile monomer is nasty stuff, almost as poisonous as cyanide. Once polymerized with styrene it becomes harmless. ABS is FDA compliant, can be recycled, and can be incinerated to recover the energy it contains. *Using the CES Level 2 DB 35 18 10/9/2023 MKT 3821 Design of Machine Elements by Haydar Livatyalı Yıldız Technical University FALL 2023-2024 1 What is engineering design? • Design is the formulation of a plan to satisfy a particular need, real or imaginary • Design represents the process of problem solving • Engineering design is the process of applying science and engineering methods to prescribe a component or a system in sufficient detail to permit its realization • A system constitutes several different elements arranged to work together as a whole 2 1 10/9/2023 MÜDEK defines • Engineering design as the process of devising a system, component, or process to meet desired needs • It is a decision-making process (often iterative), in which the basic science and mathematics and engineering sciences are applied to convert resources optimally to meet a stated objective • Fundamental elements of the design process are the ; establishment of objectives and criteria, synthesis, analysis, construction, testing and Evaluation. 3 A design MUST be: 4 2 10/9/2023 Design considerations 5 6 3 10/9/2023 Design process 7 Solving a Design Problem 1 Given: Define the problem and known quantities 2 Find: State consistently what is to be determined 3 Assumptions: List simplifying idealizations to be made 4 Solution: Apply the appropriate equations to determine the unknowns 5 Comments: Discuss the results briefly 8 4 10/9/2023 Time Management 9 Significant Digits 10 5 10/9/2023 Preferred Numbers The ISO has defined four basic series of preferred numbers: R5: 10, 16, 25, 40, 63, 100. R10: 10, 12.5, 16, 20, 25, 31.5, 40, 50, 63, 80, 100. R20: 10, 11.2 12.5, 14, 16, 18, 20, 22.4, 25, 28, 31.5, 35.5, 40, 45, 50, 56, 63, 71, 80, 90, 100. R40: 10, 10.6, 11.2, 11.8, 12.5, 13.2, 14, 15, 16, 17, 18, 19, 20, 21.2, 22.4, 23.6, 25, 26.5, 28, 30, 31.5, 33.5, 35.5, 37.5, 40, 42.5, 45, 47.5, 50, 53, 56, 60, 63, 67, 71, 75, 80, 85, 90, 95, 100. 11 Factor of Safety Factor of safety (>1) is employed in design to ensure against uncertainities involving loading and material strength. Allowable load: Service load of working load Allowable stress: Applied stress, working stress or design stress Material Strength: Yield or Ultimate Tensile Strength 12 6 10/9/2023 FoS in terms of Materials and Loading Conditions Reference for ductile materials: Yield Strength or Endurance Limit for brittle materials: Ultimate Tensile Strength 13 Design and Safety Codes • ASME (American Society of Mechanical Engineers) • ISO (International Standards Organiization) • TSE (Turkish Standards Institute)… g = 9,81 m/s2 14 7 10/9/2023 Units 15 Reliability The statistical measure of the probability that a mechanical element will not fail in use is called the reliability of that element. 0<R<1 Ex: 95% reliable means 95 out of 100 products will function without failure within the design envelope and time (probabilistically). It is NOT a deterministic measure. 16 8 10/9/2023 A Machine: Centrifugal Pump outlet Liquid Inlet Electric motor Another design 17 18 9 10/9/2023 bolt casing nut rotor bearing seal shaft cap bracket screw washer 19 20 10 10/9/2023 21 22 11 10/9/2023 Types of Mechanical Design Problems • Select the most economical material that will NOT fail (= calculation of stresses, size known) • Select the minimum size (cross section diameter, height, width, thickness) of the mechanical element (material known or pre-selected) • Find the minimum number of elements (bolts, rivets, welds, threads etc.) that are needed (material and size known or pre-selected) 23 Case: Design of a Tie-rod = Two Force Member Given: Length, circular cross-section, Tensile Force, SAE 1040 Annealed Find: Diameter Assumptions: Two-force member, static tensile load only Factor of Safety=2,0 Solution: from s = F/A … Sy = 4nF/pd2 gives d=(4nF/Sy)1/2 Comments: A tie-rod subject to only tensile load is a gross assumption Length is a redundant parameter for tensile loading 24 12 9.10.2023 MKT 3821 Design of Machine Elements STRENGTH OF MATERIALS REVIEW by Haydar Livatyalı Yıldız Technical University FALL 2023-2024 1 What is A MACHINE? MACHINES are technical systems that; • Generate • Transmit • Convert energy, perform work. Machines consist of components that are called MACHINE ELEMENTS. 2 1 9.10.2023 Machine Elements 3 Race Bike; ~890-900 components 4 2 9.10.2023 5 Calculation Methodology 6 3 9.10.2023 7 The Order of Calculations 1. 8 4 9.10.2023 The Order of Calculations Forces: 9 Stresses 10 5 9.10.2023 11 Tension-Compression 12 6 9.10.2023 Components under tensile load 13 Shear 14 7 9.10.2023 15 Components under shear 16 8 9.10.2023 Bending 17 Bending 18 9 9.10.2023 19 Standard Sections 20 10 9.10.2023 Components under bending 21 Torsion 22 11 9.10.2023 23 24 12 9.10.2023 Polar Moment of Inertia 25 Components under torsion 26 13 9.10.2023 Stress Concentration 27 28 14 9.10.2023 Stress Concentration 29 Strain 30 15 9.10.2023 Tensile Test 31 32 16 9.10.2023 33 Shear Deformation 34 17 9.10.2023 Shear Deformation under Shear Stress 35 Poisson’s Ratio 36 18 9.10.2023 State of Stress 37 3D State of Stress 38 19 9.10.2023 A 2D Simplification: Plane Stress 39 40 20 9.10.2023 Plane Stress 41 42 21 9.10.2023 43 44 22 9.10.2023 Principal Stresses 45 Stress-Strain Simple Tension (s2=s3= 0) 46 23 9.10.2023 47 48 24 9.10.2023 49 50 25 9.10.2023 51 Failure Theories 52 26 9.10.2023 Why do we need a Failure Criterion? Failure theory gives an Equivailent Stress that can be compared to material strength. 53 Maximum Normal Stress Theory 54 27 9.10.2023 55 Maximum Shear Stress Theory 56 28 9.10.2023 … also called as Tresca Criterion 𝜎 = 𝜎 −𝜎 𝜎 = 2 −𝜎 2 • Maximum Shear Stress (Tresca) Theory is mathematically practical. • Applies well to ductile metals. • It is a conservative ciriterion. 57 Maximum Distortion Energy Theory 58 29 9.10.2023 also called the Von Mises Criterion. 59 Tresca vs. Von Mises 60 30 9.10.2023 61 Coulomb-Mohr Theory 62 31 9.10.2023 63 32 17.10.2023 MKT 3821 Design of Machine Elements STIFFNESS & FATIGUE FAILURE by Haydar Livatyalı Yıldız Technical University Fall 2023-2024 1 Most machines fail due to weak STIFFNESS STIFFNESS (k): is the extent to which an object resists deformation in response to an applied force. The complementary concept is flexibility or pliability: the more flexible an object is, the less stiff it is. It is a function of material elasticity and part geometry. ELASTICITY (E): is the ability of an object or material to resume its normal shape after being stretched or compressed; stretchiness. E = Stress/Strain RIGIDITY: Inability to be to bent or be forced out of shape. So, usually, it means bending stiffness. 2 1 17.10.2023 3 4 2 17.10.2023 Long-Slender (Euler) Columns 5 Effective Lengths 6 3 17.10.2023 7 8 4 17.10.2023 9 CYCLIC LOADING & FATIGUE FAILURE 10 5 17.10.2023 11 Fatigue Test Moore’s Rotational Bending Tester, Test Specimen & Loading regime 12 6 17.10.2023 STRESS vs. LIFE Life = Number of Load Cycles 13 S-N (Woehler) Curve 14 7 17.10.2023 ENDURANCE LIMIT 15 FATIGUE & SURFACE 16 8 17.10.2023 FATIGUE & SIZE 17 FATIGUE & LOADING 18 9 17.10.2023 FATIGUE & TEMPERATURE 19 FATIGUE & RELIABILITY 20 10 17.10.2023 MISCALLENEOUS FACTORS 21 22 11 17.10.2023 FATIGUE & STRESS CONCENTRATION Fatigue Stress Concentration Factor: Where Kt Theoretical Stress Concentration Factor q notch sensitivity factor Se=kakbkckdkekf(1/Kf)Se’ 23 q-Charts 24 12 17.10.2023 25 26 13 17.10.2023 27 When the loading is NOT Fully Cyclic 28 14 17.10.2023 29 30 15 17.10.2023 • For the fatigue factors some boks use «C» and some books use «K». • Size, temperature, reliability, surface and stress concentration factors are take into account in this case. • All other factors are assumed to be 1,0. 31 32 16 17.10.2023 33 34 17 10/17/2023 MKT 3821 Machine Elements Solved Examples on Strength and Stiffness From: Ugural A, Mechanical Design of Machine Components, 2nd Ed. CRC Pr. & Mott RL, Machine Elements in Mechanical Design, 5th Ed. Pearson H. Livatyalı Fall 2023 1 Philosophy of Safe Design: Ensure that the stress level is below yield in ductile materials, so that the part will not break under static load. For brittle materials, ensure the stress levels are well below the ultimate tensile strength. Also, analyze deflection where it is critical to the safety or performance of a part. Make your selection or decision on the safe side. 2 1 10/17/2023 Calculation Methodology 3 Problem Solving Order List the Given List the Unknown List the Assumptions (including Safety Factor) Select the Mathematical Model Make the Calculations, solve the Problem Make your Design Decision based on the calculated result List the Output: Material or Dimensions or Size or code according to a standard machine element 4 2 10/17/2023 5 6 3 10/17/2023 7 8 4 10/17/2023 9 10 5 10/17/2023 11 Torsional Shear 12 6 10/17/2023 13 14 7 10/17/2023 15 16 8 10/17/2023 17 18 9 10/17/2023 19 20 10 10/17/2023 21 22 11 10/17/2023 23 24 12 10/17/2023 25 26 13 10/17/2023 27 28 14 10/17/2023 29 30 15 10/17/2023 31 32 16 10/17/2023 Stress Concentration 33 34 17 10/17/2023 35 36 18 10/17/2023 37 38 19 10/17/2023 39 40 20 10/17/2023 41 42 21 10/17/2023 43 44 22 10/17/2023 45 46 23 10/17/2023 47 48 24 10/17/2023 49 50 25 10/17/2023 51 52 26 10/17/2023 53 54 27 10/17/2023 55 56 28 10/17/2023 57 58 29 10/17/2023 59 Fatigue; Endurance Limit 60 30 10/17/2023 61 62 31 10/17/2023 63 64 32 10/17/2023 65 66 33 10/17/2023 67 68 34 10/17/2023 69 70 35 10/17/2023 71 72 36 10/17/2023 73 74 37 24.10.2023 MKT 3821 Design of Machine Elements POWER SCREWS by Haydar Livatyalı Yıldız Technical University Fall 2023-2024 1 A power screw is a motion-displacement transmission mechanism. 2 1 24.10.2023 3 4 2 24.10.2023 5 6 3 24.10.2023 Power Screw Thread Forms 7 8 4 24.10.2023 9 10 5 24.10.2023 11 12 6 24.10.2023 where fc and dc are the friction coefficient and diameter of the collar 13 14 7 24.10.2023 Self-Locking 15 Screw Efficiency 16 8 24.10.2023 17 18 9 24.10.2023 19 20 10 24.10.2023 21 22 11 24.10.2023 23 24 12 24.10.2023 25 26 13 24.10.2023 27 28 14 24.10.2023 29 30 15 24.10.2023 31 32 16 24.10.2023 33 Ref: Thomson Linear Catalogue, 2022 34 17 24.10.2023 MKT 3821 Design of Machine Elements THREADED FASTENERS: Bolts-Nuts, Screws and Studs by Haydar Livatyalı Yıldız Technical University Fall 2023-2024 1 2 1 24.10.2023 Threaded Fasteners 3 What is a Bolt-Nut? 4 2 24.10.2023 5 STANDARDIZATION 6 3 24.10.2023 7 8 4 24.10.2023 9 10 5 24.10.2023 11 12 6 24.10.2023 13 14 7 24.10.2023 15 Not used for bolts, nuts and screws. Used in power screws. 16 8 24.10.2023 17 Proof Strength Proof strength is a value less then yield strength. Used as a safe static design parameter. 18 9 24.10.2023 • Axial Stress • Torsional Shear 19 • Bearing Stress • Direct Shear 20 10 24.10.2023 Bolt Tightening Pre-Load Torque Needed 21 22 11 24.10.2023 23 24 12 24.10.2023 25 26 13 24.10.2023 27 28 14 24.10.2023 29 30 15 24.10.2023 31 32 16 24.10.2023 33 Empirical Method for Member Stiffness 34 17 24.10.2023 35 36 18 24.10.2023 37 38 19 24.10.2023 39 40 20 24.10.2023 41 42 21 24.10.2023 43 44 22 24.10.2023 45 23 11/3/2023 MKT 3821 Rivets, Adhesive Joints & Welds YTU Mechatronics Engineering Department Fall 2023-2024 1 2 11/3/2023 3 Rivets Advantages – Disadvantages 4 11/3/2023 Rivet Types 5 Rivet Materials and Manufacturing 6 11/3/2023 Riveted Joints 7 8 11/3/2023 9 Rivets Sharing Moment (as shear force) 10 11/3/2023 11 12 11/3/2023 Adhesive Joints Advantages 13 Adhesive Joints: Disadvantages 14 11/3/2023 Adhesive Joints: Applications 15 16 11/3/2023 Adhesive Types 17 Failure 18 11/3/2023 Design Rules 19 20 11/3/2023 Stress Analysis 21 22 11/3/2023 Welded Joints 23 24 11/3/2023 25 Lap Joint 26 11/3/2023 Butt Joint 27 28 11/3/2023 29 30 11/3/2023 31 32 11/3/2023 33 Butt Joints 34 11/3/2023 35 36 3.11.2023 MKT 3821 Shafts & Axles YTU Mechatronics Engineering Department Fall 2023-2024 1 What is a shaft? 2 1 3.11.2023 3 4 2 3.11.2023 5 6 3 3.11.2023 7 8 4 3.11.2023 Axles 9 Rotating and Non-rotating Axles 10 5 3.11.2023 11 Shaft Design Principles 12 6 3.11.2023 13 Example Problem: Simple Static Stress and Deflection Analysis … Remember: c = d/2 14 7 3.11.2023 15 Combined Loading 16 8 3.11.2023 Just Bending+Shear 17 18 9 3.11.2023 19 20 10 3.11.2023 Torque Capacity When Shaft is Hollow where D is outer diameter d is the inner diameter tall is the allowable shear stress. 21 Combined Loading of Hollow Shaft 22 11 3.11.2023 23 24 12 3.11.2023 25 26 13 3.11.2023 27 FLYWHEELS Rotational energy storage component Analogous to a capacitor 28 14 3.11.2023 29 30 15 3.11.2023 31 32 16 3.11.2023 33 Punch Press 34 17 3.11.2023 35 36 18 3.11.2023 37 38 19 3.11.2023 39 40 20 3.11.2023 41 42 21 3.11.2023 43 44 22 11/3/2023 MKT 3821 Couplings & Keys Haydar Livatyalı Fall 2023-2024 1 2 1 11/3/2023 Coupling Types 3 4 2 11/3/2023 5 6 3 11/3/2023 7 8 4 11/3/2023 No torsional flexibility with No bending flexibility 9 No torsional flexibility with No bending flexibility 10 5 11/3/2023 11 Cardan (Universal) Joint No torsional flexibility with Good angular misalignment Good axial tolerance with Some oscillation 12 6 11/3/2023 Inevitable Oscillations in a Cardan Joint 13 14 7 11/3/2023 15 16 8 11/3/2023 17 CV (Continuous Velovity) Coupling No torsional flexibility with Large angular misalignment Good axial tolerance with No oscillation; therefore good for high rotational velocity 18 9 11/3/2023 Oldham Coupling No torsional flexibility with Good tolerance for parallelism problems 19 Jaw Coupling 20 10 11/3/2023 Ratched (Dişli) Coupling Good for very heavy duty applications; High torsional stiffness 21 22 11 11/3/2023 Chain (Zincir) Coupling 23 24 12 11/3/2023 Elastic Disk Coupling 25 26 13 11/3/2023 27 Some torsional flexibility with No bending flexibility 28 14 11/3/2023 Periflex Coupling Some torsional flexibility with Some bending flexibility 29 High torsional flexibility with Some bending flexibility good for Low temperature applications 30 15 11/3/2023 Bibby Coupling 31 Bibby Coupling Some torsional flexibility with Some bending flexibility 32 16 11/3/2023 High torsional flexibility with Little bending flexibility 33 34 17 11/3/2023 35 36 18 11/3/2023 Steel Disc Coupling High torsional rigidity with Some bending flexibility and Some axial filexibility 37 Bellow Coupling 38 19 11/3/2023 High torsional rigidity with High bending flexibility 39 40 20 11/3/2023 41 42 21 11/3/2023 43 44 22 11/3/2023 45 Keys 46 23 11/3/2023 Pins 47 Retaining (snap) Rings 48 24 11/3/2023 Splines 49 50 25 11/3/2023 51 52 26 11/3/2023 53 54 27 11/3/2023 55 56 28 11/3/2023 57 58 29