Static Design Criteria for Machine Elements
Static Design Criteria for Machine Elements
ME 307 – MACHINE ELEMENTS I The clevis pin shown in the figure is 12 mm in diameter and has the
TUTORIAL 7 dimensions 𝑎 = 12 𝑚𝑚 and 𝑏 = 18 𝑚𝑚. The pin is machined from
“STATIC DESIGN CRITERIA” AISI 1018 hot-rolled steel is to be loaded to no more than 4.4 𝑘𝑁.
Determine whether or not the assumed loading of figure c yields a factor
Question 1: of safety any different from that of figure d.
A steel machine part is statically loaded and has a yield strength of 350 a) Use the maximum-shear-stress theory.
MPa. For each of the following stress states find the factor of safety using b) Use the distortion-energy theory.
the maximum normal stress theory, the maximum shear stress theory and
the distortion energy theory.
40MMPa
20 Pa
80 MPa
40 MPa x
20 MPa
40 MPa
Using the maximum shear stress and distortion energy theory, find the The steel crankshaft, which is supported from the points A and B, is
minimum yield strength to be used for the beam shown in the figure. loaded statically as shown in the figure. The steady force is
Choose an appropriate material accordingly. 𝑇 = 300 𝑁. 𝑚, 𝑀 = counterbalanced by a twisting torque T and by reactions at A and B. The
250 𝑁. 𝑚, 𝐹 = 8000 𝑁. (Take the safety factor as 2.5). yield strength of the material is 420 MPa. If the factor of safety according
to the maximum shear stress theory is to be 2, what should be the
minimum diameter of the crankshaft? (Note: In practice, such problems
are dealt with dynamic considerations, but here it is taken as a static
example.)
Figure shows a crank loaded by a force 𝐹1 = 500 𝑁 and 𝐹2 = 1000 𝑁. Solution to Question 1:
As a result, twisting and bending moments will occur in 18 mm diameter
shaft. A cast iron (brittle) structure is used for the shaft AB. The material Since steel is a ductile material, it is needed to apply ductile static failure
is ASTM grade 40 and its tensile ultimate strength and the compressive theories. First of all, principal stresses should be calculated for the given
ultimate strength are 𝑆𝑢𝑡 = 293 𝑀𝑃𝑎, 𝑆𝑢𝑐 = 965 𝑀𝑃𝑎, respectively. stress state.
Find the safety factor using brittle failure theories, Coulomb-Mohr
(internal friction) and Modified Mohr for the following points 𝜎 3 − (𝜎𝑥 + 𝜎𝑦 + 𝜎𝑧 )𝜎 2 + (𝜎𝑥 𝜎𝑦 + 𝜎𝑥 𝜎𝑧 + 𝜎𝑦 𝜎𝑧 − 𝜏𝑥𝑦
2 2
− 𝜏𝑥𝑧 2
− 𝜏𝑦𝑧
2 2 2
)𝜎 − (𝜎𝑥 𝜎𝑦 𝜎𝑧 + 2𝜏𝑥𝑦 𝜏𝑥𝑧 𝜏𝑦𝑧 − 𝜎𝑥 𝜏𝑦𝑧 − 𝜎𝑦 𝜏𝑥𝑧 − 𝜎𝑧 𝜏𝑥𝑦 )=0
• Section A
• Section D, there is 3 mm diameter through hole in the section. Thus, the equation becomes,
The Maximum Shear Stress Theory (MSST): is the matrix representation of the stress state of an element. The solution
Recall that this theory states that yielding starts whenever the maximum can be found as in part (a) using the third order equation or more simply
shear stress at any point becomes equal to the maximum shear stress in a the principal stresses can be calculated from eigenvalues of the given
tension test specimen of the same material when that specimen starts matrix. (For example, using eigenvals command in MathCad or eig
yielding. command in MATLAB)
𝜎1 − 𝜎3
𝜏𝑚𝑎𝑥 = = 103 𝑀𝑃𝑎 80 25 0 85.4
2
𝑆𝑦 350 𝑒𝑖𝑔𝑒𝑛𝑣𝑎𝑙𝑠 ([25 −30 0 ]) = ( 50 )
𝜏𝑚𝑎𝑥 = ⇒𝑛= = 1.7
2𝑛 2 ⋅ 103 0 0 50 −35.4
Hence, the principal stresses can be found just by adding the radius to the
σave term.
136.2 2
𝜏𝐵 = √ ( ) = 68.1 𝑀𝑃𝑎
2
F/2 F/2
1 2 3 4
Note that 𝜏𝐵 > 𝜏𝐶 , therefore, check point B
V
220
𝑆𝑦 = 220 𝑀𝑃𝑎 𝑆𝑠𝑦 = = 110 𝑀𝑃𝑎
2
𝑎 𝑏 𝑆𝑠𝑦 110
+ 𝑛= = = 1.62
2 4 𝜏𝑚𝑎𝑥 68.1
M
ii) For the load assumption given in Figure d, there is a distributed force
acting. Therefore, the maximum bending moment should be calculated
𝐹 𝑎 𝑏 4.4 12 18 as,
𝑀𝑚𝑎𝑥 = ( + )= ( + ) = 23.1 𝑁 ⋅ 𝑚
2 2 4 2 2 4
𝐹𝑎 𝐹𝑏1 𝐹 𝑎 𝑏
𝑀𝑚𝑎𝑥 = + = ( + )
For a stress element at A between the sections 2 and 3, 22 222 2 2 4
The maximum shear stress occurs on the center line for the stress So the normal stress along the x-axis can be calculated as,
𝑉𝑄
elements between the sections 1 and 2 or 3 and 4 by using 𝜏 = 𝐼𝑏
32 ⋅ 𝑀𝑚𝑎𝑥 32 ⋅ 23.1 ⋅ 1000
formula. For cylindrical section the shear stress formula becomes 𝜎𝑥 = = = 136.2𝑀𝑃𝑎
𝜋𝑑3 𝜋123
4 4𝑃
𝜏𝑐 = 𝜏𝑎𝑣𝑔 =
3 3𝐴
METU – ME 307 Machine Elements I – Fall 2025
7
At point B there exists average compressive stress in y-direction due to Solution to Question 3:
the contact force F (bearing stress).
Stresses due to the bending can be seen from the figure below.
𝐹 𝐹 4400
𝜎𝑦 = − =− =− = −20.4 𝑀𝑃𝑎
𝐴 𝑏𝑑 18 ⋅ 12
y
𝜎𝑥 = 136.2𝑀𝑃𝑎 𝜎𝑦 = −20.4𝑀𝑃𝑎 and 𝜎𝑧 = 0
136.2 − (−20.4) Forces are applied in a manner which creates tension in the shaft.
𝜏𝑚𝑎𝑥 = = 78.3𝑀𝑃𝑎
2
y
𝑆𝑠𝑦 110
𝑛= = = 1.40
𝜏𝑚𝑎𝑥 78.3
z
b) Distortion-energy theorem
The bending moment can be calculated as,
i) For the load assumption given in Figure c, for points A and B
(between the sections 2 and 3) 𝑑
𝑀𝑐 𝑀 2
𝜎𝑏𝑒𝑛𝑑𝑖𝑛𝑔 = = = 27.9 𝑀𝑃𝑎
𝜎 ′ = √(𝜎𝑥 )2 = √(136.2)2 = 136.2 𝑀𝑃𝑎 𝐼 𝜋𝑑4
𝑆𝑦 220 64
𝑛= ′= = 1.62
𝜎 136.2 Torsional shear stress can be calculated as;
𝑑
ii) For the load assumption given in Figure d, for point B 𝑇𝑐 𝑇2
𝜏𝑡𝑜𝑟𝑠𝑖𝑜𝑛 = = = 16.8 𝑀𝑃𝑎
𝐽 𝜋𝑑 4
32
𝜎 ′ = √𝜎𝑥2 − 𝜎𝑥 𝜎𝑦 + 𝜎𝑦2 = √(136.2)2 − 136.2 ⋅ (−20.4) + (−20.4)2
= 147.5 𝑀𝑃𝑎 Stress due to the applied axial force is;
𝑆𝑦 220 𝐹
𝑛= ′= = 1.5 𝜎𝑡𝑒𝑛𝑠𝑖𝑜𝑛 = = 5 𝑀𝑃𝑎
𝜎 147.5 𝐴
𝜎𝑥 − 𝜎𝑧 2
𝜏𝑚𝑎𝑥 = √( 2 = 23.51𝑀𝑃𝑎
) + 𝜏𝑥𝑧
2
𝜎𝑥 + 𝜎𝑧
𝜎1 = + 𝜏𝑚𝑎𝑥 = 39.96𝑀𝑃𝑎
2
𝜎𝑥 + 𝜎𝑧
𝜎3 = − 𝜏𝑚𝑎𝑥 = −7.06𝑀𝑃𝑎
2
𝜎2 = 0
𝑆𝑦
𝜏𝑚𝑎𝑥 = → 𝑆𝑦 = 𝜏𝑚𝑎𝑥 ⋅ 2𝑛 = 117.55𝑀𝑃𝑎
2𝑛
5000
b) Using distortion energy theory; 𝐹𝐴 = 𝐹𝐵 = , 𝑇 = (5000 cos(60°)) ∙ 45 = 112500 𝑁. 𝑚𝑚
2
𝜎1 = 𝜎𝑏 𝜎2 = 𝜎3 = 0 Solving for d;
→ 𝑑 = 20 𝑚𝑚
Recall for maximum shear stress theory; Checking both points, point C found to be more critical. The minimum
diameter of the shaft should be 22.2 mm. But it is going to be better to
𝑆𝑦 420 use the preferred numbers in machine element design, so it can be set as
𝜏𝑎𝑙𝑙 = = = 105 𝑀𝑃𝑎 and 𝜏𝑎𝑙𝑙 = 𝜏𝑚𝑎𝑥
2𝑛 2 ∙ 2 d = 25 mm. (Shigley 10th Edition-Table A17)
2.29 ⋅ 106
𝜎1 − 𝜎3 ( 𝑑3
− 0)
𝜏𝑚𝑎𝑥 = = = 105 𝑀𝑃𝑎
2 2
→ 𝑑 = 22.2 𝑚𝑚
At point D:
𝑑 𝑑4
𝑀𝑦 = 1250 ∙ 48 = 60000 𝑁. 𝑚𝑚 𝑐= 𝐼=𝜋∙ J=2∙I
2 64
𝑀𝑧 = 2165 ∙ 48 = 103920 𝑁. 𝑚𝑚
There are two critical parts for the shaft AB. The first one is section
passing through point A where the bending moment is maximum and the
second one is at the section where there is stress concentration area due
to the 3mm hole. Thus,
a) Section A
x
z
F2
T
A2 M A1 y
F1
Section at point A
𝑀 = 𝐹1 (120 + 24)10−3 = 72 𝑁 ⋅ 𝑚
𝐹2 = 1000 𝑁
𝑇 = 500(0.096) = 48 𝑁 ⋅ 𝑚
a.2) At point A2
𝜎1 = 14.2 𝑀𝑃𝑎
𝜎2 = 0
𝜎3 = −209.1 𝑀𝑃𝑎
Brittle-Coulomb-Mohr Theory
𝜎𝐴 𝜎𝐵 1
− = , 0 < 𝜎𝐴 < 𝑆𝑢𝑡 , − 𝑆𝑢𝑐 < 𝜎𝐵 < 0
Thus stresses at point A can be calculated as; 𝑆𝑢𝑡 𝑆𝑢𝑐 𝑛
𝑀𝑏𝑒𝑛𝑑𝑖𝑛𝑔 ⋅ 𝑐 𝐹2
𝜎𝐴1 = 𝐾𝑡,𝑏𝑒𝑛𝑑𝑖𝑛𝑔 4 − 𝐾𝑡,𝑎𝑥𝑖𝑎𝑙
𝜋𝑑 𝜋𝑑 2
64 4
= 182.3 𝑀𝑃𝑎 (tension + compression)
𝑀𝑏𝑒𝑛𝑑𝑖𝑛𝑔 ⋅ 𝑐 𝐹2
𝜎𝐴2 = −𝐾𝑡,𝑏𝑒𝑛𝑑𝑖𝑛𝑔 4 − 𝐾𝑡,𝑎𝑥𝑖𝑎𝑙
𝜋𝑑 𝜋𝑑2
64 4
= −194.9 𝑀𝑃𝑎 (compression + compression)
𝑇⋅𝑐
𝜏 = 𝐾𝑡𝑠,𝑡𝑜𝑟𝑠𝑖𝑜𝑛 = 54.5 𝑀𝑃𝑎
𝜋𝑑 4
32
𝑆3 865
𝑛= = ⇒ 𝑛 = 3.99
𝜎3 209.1
𝐾𝑡,𝑎𝑥𝑖𝑎𝑙 ≈ 2.55
Can be obtained from other sources or be taken roughly for bar in tension
or simple compression with transverse hole
𝑀𝑏𝑒𝑛𝑑𝑖𝑛𝑔 . 𝑐 𝐹2
𝜎𝐻1 = 𝐾𝑡,𝑏𝑒𝑛𝑑𝑖𝑛𝑔 4 3 − 𝐾𝑡,𝑎𝑥𝑖𝑎𝑙 2 = 97.07𝑀𝑃𝑎
𝐷 𝑑𝐷 𝐷
𝜋 64 − 12 𝜋 4 − 𝑑𝐷
(Tension+compression)
𝑀𝑏𝑒𝑛𝑑𝑖𝑛𝑔 . 𝑐 𝐹2
𝜎𝐻2 = −𝐾𝑡,𝑏𝑒𝑛𝑑𝑖𝑛𝑔 4 3 − 𝐾𝑡,𝑎𝑥𝑖𝑎𝑙 2 = −128.0𝑀𝑃𝑎
𝐷 𝑑𝐷 𝐷
𝜋 64 − 12 𝜋 4 − 𝑑𝐷
(Compression+compression)
𝑇
𝜏 = 𝐾𝑡𝑠,𝑡𝑜𝑟𝑠𝑖𝑜𝑛 = 151.4𝑀𝑃𝑎
𝜋𝐷 3 𝑑𝐷 2
16 − 6
Hence, the principal stresses can be found as,