Design of Mechanics - APS

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1. Design criteria

  • Strength c
  • Stiffness c
  • Life c
  • Vibration stability c
  • Reliability c

2. Component Strength

Failure: can not reach working requirment

Damage $\rightarrow$ Failure

2.1 Load Classification

2.2.1 Load Classification

  • static l
  • variable l
    • periodic
    • aperiodic
  • Nominal l : F
  • Actual l
  • Calculated l : $F_{ck}=kF$
    • k : load factor

2.2.2 Stress Classification

  • Static Stress $\leftarrow$ Static l
  • Variable Stress $\leftarrow$ S/V l
    • periodic s
    • aperiodic s
      • regular s
      • irregular s

2.2.3 Stress

$\sigma_{max}=\sigma_m+\sigma_a\\sigma_{min}=\sigma_m-\sigma_a$

  • Stress ratio : Cycle characteristics $r=\dfrac{\sigma_{min}}{\sigma_{max}}$
    • $-1\leq r\leq1$
  1. One-way asymmetric cyclic stress
  2. Static s
  3. Pulsating cyclic stress
  4. Bidirectional asymmetric cyclic stress
  5. Symmetric cyclic stress

2.2 Component Design Criteria

$\sigma\leq [\sigma]=\dfrac{\sigma_{lim}}{[S]}$

  • $\sigma_{lim}$:Ultimate s

    • Static s
      • Ductile material : $\sigma_{s}$ yield Strength
      • Brittle material: $\sigma_b$ ultimate Strength
    • Variable s
      • $\sigma_{rN}$ Fatigue limit
  • $[S]$:Safety factor

2.3 Fatigue strength

2.3.1 $\sigma-N$ Fatigue Curve

  • CD : $\sigma^m_{rN}N=C$
  • D : $\sigma_{rN}=\sigma_\infty$
  • $\sigma_{rN}=\sigma_r \sqrt[m]{\dfrac{N_0}{N}}\\quad=K_N\sigma_r$
    • $K_N$ : Life factor
    • m : experiment 6-20
    • $N_0$ : 10^6 magnitude

2.3.2 Equal life Curve A’G’C

  • A : r=-1, s.c.s
  • D : r=0, p.s

A’G’: $\sigma_{-1}=\sigma_a’+\varphi_\sigma\sigma_m’$

CG’ : $\sigma_m’+\sigma_a’=\sigma_s$

2.3.3 Comprehensive influence coefficient

$K_\sigma=(\dfrac{k_\sigma}{\varepsilon_\sigma}+\dfrac{1}{\beta_\sigma}-1)\dfrac{1}{\beta_q}$

  • $k_\sigma=1+q_\sigma(\alpha_\sigma-1)$ : Effective stress concentration factor
  • $\varepsilon_\sigma$ : Size f
  • $\beta_\sigma$ : Surface quality factor
  • $\beta_q$ : Enhancement factor

2.3.4 Component AGC

$\sigma_{-1e}=\dfrac{\sigma_{-1}}{K_\sigma}$

  • r=C

    $S_{ca}=\dfrac{\sigma_{max}’}{\sigma_{max}}$

  • $\sigma_m=C$

  • $\sigma_{min}=C$

3. Key

  • Sunk Key

    • Flat Key
    • Woodruff K [Torque]
    • Taper
  • Saddle Key

  • Spline

4. Threaded connection

4.1 Parameter

  • d : Major diameter
  • $d_1$ : Minor diameter
  • $d_2$ : Pitch diameter
  • P : Pitch
  • $P_n$ : lead
  • $\alpha$ : angle
  • $\phi$ : flank angle
  • h : depth

4.2 Connection

  • Bolt
  • Stud
  • Screw

Nut

4.3 Force analysis

Preload $F_0$ - Wrench

  • Horizontal

    • Reamer bolt : $F=\dfrac{F_\sum}{zz}$
    • normal : $F_0\ge \dfrac{K_s F_\sum}{fzi}$

    • $K_s$ : Skid resistance coefficient
    • z : number
    • i : number of joint surface
    • f : Coefficient of friction
  • Torque

    • Reamer Bolt : $F_{max}=\dfrac{Tr_{max}}{\sum r^2}$
    • normal : $F_0\ge\dfrac{K_sT}{f\sum r}$
  • Axial : $F=\dfrac{F_\sum}{z}$

  • Overturning moment : $F_{max}=\dfrac{ML_{max}}{\sum L^2}$

    • No gap

4.4 Strength

  • Loose b : $\sigma=\dfrac{F}{\pi d^2_1/4}\le[\sigma]$

  • Tight b

    • $F_0$

    • $F_0+Work$

      • $C_b$ : Bolt Stiffness
      • $C_m$ : Material Stiffness
      • $\lambda_b$ : Bolt Elongation
      • $\lambda_m$ : Material Elongation
      • $F_1$ : Residual preload
      • up $\Delta F\downarrow$ : $C_b\downarrow, C_m\uparrow,F_0\uparrow$
    • Shear force

      $\sigma_p=\dfrac{F}{d_0L_{min}}\le[\sigma_p]\\tau=\dfrac{F}{\pi d^2_0/4}\le[\tau]$

4.5 Material

Q235, 35, 45

15Cr, 40Cr

4.6 Allowable stress

5.Belt drive

simple, absorb vibration, Overload protection

transmission ratio is unstable

5.1 Classification

  • flat
  • V
  • Toothed
  • Rund

5.2 V-Belt Parameter

  • Cross-sectional area
  • thickness
  • width
  • wedge angle

5.3 Force Analysis

  • $F_e$ : effective pull
  • Ultimate $F_1=F_2e^{f\alpha}$$\rightarrow F_{ec}$

5.4 Stress Analysis

  • Tensile stress
  • Bending stress
  • Centrifugal tensile stress

5.5 Design

  • Pca=KaP
    • Work factor
  • V belt type : ABCDE YZ(Pca, n)
    • recalculate n$\rightarrow$v
  • set center distance a $\rightarrow$ L from kind
  • P$\rightarrow$number z
  • Pca, z,v$\rightarrow$F0
  • $F_p=2zF_0sin\frac{\alpha}{2}$

5.6 Material

HT150

HT200

5.7 V Pulley

  • 0-2.5d : Solid
  • 2.5d-300mm: Web
  • 300-400:Orifice plate
  • 400+ : Spoke

6. Gear

  • Gear accuracy :12
  • Pressure angle : 20
  • Soft tooth surface <2=350HBS/38HRC
    • HBS : Hardened steel ball
    • HRC : 120degree diamond cone

6.1 Material

  • Forged steel: 20CrMnTi
  • Cast steel
  • Cast iron
  • Non-metal

6.2 Force Analysis

  • Circumferential force Ft
  • Radial force Fr
  • Axial f

6.3 Design

6.3.1 Root bending fatigue strength [Hard]

  • tooth shape f Yfa$\leftarrow$Modification coefficient
  • Stress correction factor Ysa$\leftarrow$Modification coefficient
  • Coincidence coefficient $Y_\varepsilon$

6.3.2 Tooth surface contact fatigue strength [Soft]

  • Regional coefficient Zh
  • Elastic influence coefficient
  • Coincidence coefficient Z

6.4 Design

  • material

  • z,$\phi_b=b/d_1$,K

  • Contact Fatigue Strength$\rightarrow$d

  • adjust the smaller Index circle diameter

  • Root bending strength$\rightarrow$m

    • adjust m
  • get the final d1 d2, a

helical gear

  • add Helix angle coffeint in RBS, and TCS
  • add $cos^2\beta$ in RBS

7.Worm gear

  • $\eta=\eta_1\eta_2\eta_3$
    • engagement friction
    • bearing friction
    • Splashing oil

7.1 Classification

  • Cylinder
    • ZA
    • ZN
    • ZI
    • ZK
  • ZC
  • Cone worm

7.2 Parameters

  • mt=ma : end modulus, axis modulus
  • $\alpha_t=\alpha_a $:pressure a, za=20 nik
    • $tan a_a=\dfrac{tan a_n}{cos\gamma}$
    • gamma :Lead angle
  • q=d1/m for worm
  • z1:1,2,4,6
  • a

7.3 Material

  • Worm
    • high speed : 15Cr 20Cr + carburization, Quenching 渗碳淬火
    • low speed : 40 45, temper
  • Worm Wheel : Cast tin bronze

7.4 Strength design

like gear

8. Bearing

8.1 Classification

  • Sliding
  • Rolling
  • Thrust bearing
  • Radial bearing

8.2 Rolling

  • 1 Self-aligning ball bearing
  • 2 Spherical roller bearing
  • 3 Tapered Roller Bearings
  • 5 Thrust ball bearing
  • 6 Deep groove ball bearing
  • 7 Angular contact ball bearings
    • forward assemble
    • backward assemble
  • N Cylinder Roller
  • NA Needle Roller Bearing

8.3 Bearing code

Type- width- diameter- inside diameter- contact angle - Tolerance level- clearance

8.4 Life

  • C : rated dynamic load

  • $P=f_d(XF_r+YF_a)$

    • radial
    • axial
  • Derived axial force $F_d$

8.5 Accessories

  • Retaining ring
  • Felt ring

9. Coupling

Classification

  • Rigid coupling
    • Sleeve 套筒+key
    • Flange coupling 凸缘
  • Flexible coupling
    • Universal coupling 万向
    • Gear
    • Jaw
    • Tire

10. Axis

10.1 Classification

  • T
  • W
  • TW
  • Crankshaft
  • Straight axis
  • Step axis
  • stick

10.2 Component

  • key
  • Retaining ring
  • End cap

10.3 Calculation

  • Bending Moment & Torque

    W : Bending section coefficient