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Shaft Design Basics: Torsion and Bending

Power transmission shafts are the backbones of mechanical systems, subject to complex combinations of torsional shear stresses, reversing bending moments, and axial loads.

Torsional Shear and Bending Stress

When a shaft transmits power, it is subject to an applied torsional moment (torque) which causes torsional shear stress. For a solid round shaft, the maximum torsional shear stress is τ = 16T / (π·d³).

Stress Concentrations and ASME B106.1M

Shafts require shoulders to seat bearings, keyways to mount gears, and retaining ring grooves. These act as stress concentration zones. ASME B106.1M limits allowable shear stress to 30% of yield or 18% of ultimate, whichever is lower.

Formulas

Solid Shaft Pure Torsion

d = [(16 × T) / (π × τ_allow)]^(1/3)

ASME Combined Loading

d = [(16 × N_sf / (π × S_y)) × √(M² + T²)]^(1/3)

Worked Example

Solid steel shaft (S_y = 250 MPa), T = 350 N·m, M = 180 N·m, FOS = 2.0. Result: d = 25.2 mm.

Design Tips

  • Place pulleys and gears close to support bearings to minimize bending moments
  • Use generous shoulder radius to reduce stress concentration
  • Hollow shafts for weight-critical applications

Common Mistakes

  • Omitting bending moments — shafts rarely carry pure torsion
  • Neglecting fatigue — rotating shafts experience fully reversed cycles
  • Keyway correction — 25% allowable stress reduction per ASME B106.1M