Engineering Data Engineer Data Specifications Dimensions Knowledge Theory

.motovario motor motors gearbox gearboxes baldor danfoss

. shaft keys parallel keys woodruff tapere keys tapered keys

 

taper key taper keys tapered key tapered keys woodruff key woodruff keys

.blt belts pulley pulleys chain chains sprocket sprockets gates hitachi chains

. bearings nachi nsk bushes shorlube shorlube sintered flanged bushes

 

Roller Chains
Roller chain drives are designed using chain manufacturers' information. The manufacturer can complete the design process or provide sufficient information to allow the design process to be completed. The notes below are provided to enable a rough draft design.


Introduction

The roller chain is used to transmit motion between rotating shafts via sprockets mounted on the shafts. Roller chains are generally manufactured from high specification steels and are therefore capable of transmitting high torques within compact space envelopes. Compared to belt drives the chain drives can transmit higher powers and can be used for drives with larger shaft centre distance separations. In European /ISO standards the chains are normally rated on a standard 15000 hours life. Service factors on the drive and driven wheels are used to adjust the rating for non-standard conditions.



Chain Details



Typical Chain Arrangement


Relevant Standards

BS ISO 10823:1996 ..Guidance on the selection of roller chain drives.
BS 228:1994 ISO 606:1994..Specification for short-pitch transmission precision roller chains and chain wheels


Chain Description

Roller /Transmission chains are identified using three measurements

  • The pitch - centre distance between rollers (p)

  • The width between the inner plates (w)

  • The roller outside diameters (d r)

Chains manufactured to British/ISO standards can be supplied as single strand (SIMPLEX), double strands (DUPLEX), or triple strands (TRIPLEX)..


Duplex Chain

The range of pitch sizes can vary between 4mm, (0.158 inch) to 114.3mm, (4.500 inch).   The European/ISO chain standards have large pin diameter compared to the US standards, especially for the larger pitch sizes.   This results in better wear resistance due to the greater bearing area.

The ISO standard has a simple form of part numbering, for example: 1/2 inch pitch duplex chain would be 06B-3. The first two digits are the pitch size in 1/16?s of an inch, therefore 06 = 6/16 or 3/8 inch. The letter ?B? indicates European Standard. The suffix 3 indicates the number of strands in the chain, in this case a triplex chain.


Chain Wheels /Sprockets

Chain wheels can be produced with a minimum of about 9 teeth but in practise the minimum number of teeth is normally restricted to about 19 teeth.  For special applications requiring smoother drives a the smallest sprocket should not have less than 23 teeth.

The maximum number of teeth on the larger wheel should not exceed 150 and generally the number of teeth is restricted to 114 providing a normal maximum ratio of about 6:1

The angle of contact of the chain and the smallest wheel should exceed 120o.  This provides practical limitation on the size of the larger wheel or results increased center distance separation.  Larger wheel diameters tend to result in reduced chain life.

It is good practice on low ratio chain drives to ensure that the number of teeth on both wheel when added do not exceed 50.  A 1:1 drive should therefore have a maximum of 25 teeth on each wheel.

 

The large sprockets on high ratio drives are generally made of cast iron because the teeth have reduced chain engagements over time with consequent reduced fatigue and wear.   For more arduous service conditions the larger sprockets may be made from cast steel or steel plate.  The smaller sprockets when highly loade are generally made from steel type which allow the body to be heat treated for toughness while the teeth are hardened to resist wear e.g. case hardened.  Heat treatment is generally required when :

  • The speed is above 0,7 time max speed when fully loaded

  • The speed is above 0,5 time max speed when fully loaded, under medium impulsive load

  • When the load is highly impulsive

Typical maximum speed are listed in the chain properties table below

For lower duties sprockets are generally machined from steel bar stock.


Idler sprockets

When the drive and driven sprockets centres are fixed it may be desireable to include idlers sprockets to take up the slack in the chain.  Idler sprockets should preferably be located against the slack side of the chain within the chain envelope - diverting the chain outwards.  Idler sprockets are subject to continuous impact from the chain and are subject to wear if only small sprockets are used and if the chain speed is high.


Chain System Design

A large number of roller chains are designed to provide a power transmission between two sprockets with minimum/no regular lubrication and under conditions of high levels of contamination.   My bicycle chain drive has worked successfully for over 25 years ( including one replacement of the wheel sprocket and one replacement of the chain).  The bicycle is used at least three journeys per week for an average journey time of about 20 minutes.
Motor cycle chain drives work in similar operating conditions...

Industrial chain drives are generally designed to operate in enclosed cases with installed lubrication systems.

Chains rarely fail because they do not have sufficient tensile strength.  They most often fail in wear or fatigue.  In practice sprocket teeth wear allowing the chains to jump the teeth.  Manufacturers specify the chains based on the following parameters

  • 15000 hours life

  • Single strand

  • ISO proportions

  • Service factor (Application factor) =1

  • Recommended lubrication

  • Maximum elongation 3%

  • Horizontal Shafts

  • Two 19 tooth sprockets

  • Sprocket centres = 40 pitches

Chain systems are designed with correction coefficients to compensate from the difference from these design conditions
It is important when designing chain drives to ensure good alignment of the sprocket shafts.  It is also important to minimise chain slackness and if the centres can not be adjusted then it may be necessary to use idler sprockets.


Chain Lubrication

Chain drive lubrication provides similar benefits to bearing journal lubrication.  The benefits include reduced friction, cooling, impact resistance at higher chain speeds.  The chain supplier generally provides recommendations for the lubrication requirements for each chain drive.  If suitable lubrication is not provided the then capacity of the chain drive is reduced.

There are four basic types of chain lubrication..

  • Manual /Drip lubrication..In manual lubrication oil is generously applied to the chain drive about every 8 operating hours.  In drip lubrication oil is continuously dripped on the chain centre line.  

  • Bath/Disc lubrication..In bath lubrication the lower strand of the chain runs through a sump containing oil.  The oil level should be above the lowest pitch line of the chain when it is operating normally.   Excessive immersion can result in turbulence of the oil bath.  Disc lubrication is based on a disc attached to one sprocket which is immersed in an oil bath.  As the disc rotates it picks up oil and deposit it onto the chain.   A trough is often used to direct the oil oil to the optimum point on the chain.  A peripheral disc speed of between 3 and 40 m/s

  • Oil stream lubrication...This is normally a continuous stream of filtered oil circulated by a pump.  The oil should be spread evenly across the width of the slack side chain

  • Oil Mist lubrication...This is used for high speed chain drive and is based on the chain case being filled with a oil mist.


There is continuous development in chain drives and self-lubricated chains are available which do not require continuous lubrication and have similar performance to lubricated chain drives.

Plastic chains are also available which do not require lubrication.  Plastic chain drives obviously have much reduced operating characteristics compared to steel chains.

Non-lubricated chains are essential for applications requiring controlled environments e.g.Paper, packaging, electronics, white and brown goods manufacture.


Nomenclature

B a = Chain Bearing Area (mm2)
B s = Chain Bearing stress (MPa)
C = Centre Distance (m)
D1 = Drive sprocket Pitch Diameter (m)
D2 = Driven sprocket Pitch Diameter (m)
d r = Chain Roller Outside diameter (m)
f a = application factor
Ft = Torque developed tensile force in chain (N)
Fc = Centrifugal tensile force in chain (N)
f t = tooth factor
Kx (x = 1 to 8) = Correction Factors
L = Length of chain in pitches
T 1= torque on driver pulley (Nm)
T 2= torque on driven pulley (Nm)
Sd = Dynamic Factor of Safety

Ss = Static Factor of Safety
P 1 = Driver power Transferred (kW)
P 2 = Driven power Transferred (kW)= ηP1
m = Mass of chain / m (kg/m)
n 1= Driver sprocket rotational speed (rpm = m-1)
n 2= Driven sprocket rotational speed (rpm = m-1)
p = Pitch of chain (m)
v = Chain velocity (m/s>
w = Chain width between inner plates
η = Efficiency (normally about 98%)
z 1= Driver sprocket - Number of teeth
z 2= Driven sprocket - Number of teeth


Roller Chain Design Process

  1. Specify the Drive speed , Driven speed and the power to be transferred

  2. Identify the operating characteristics of the drive and driven shafts (smooth, rough, shock

  3. Select the approximate shaft centre distance

  4. Calculate the speed ratio using table of standard sprockets (minimum No of teeth normally 19

  5. Calculate the appropriate design factors

  6. Calculate the design power

  7. Select a chain which has a higher power capacity than the design power.
    This will involve some iteration

  8. Confirm that there is sufficient safety on the tensile strength of the chain and the wear/fatigue strength of the bushing.

  9. C omplete the detail design of the sprocket shaft systems, guards, lubrication system etc


Torque on driver /driven pulley

If the input power = P1(kW) then the torque (Nm)=

T1 = P1 .9,549 / n

T2 = P1 .
η 9,549 / n

.

Chain Velocity

The chain velocity (v)is calculated as follows

v = D1.π.n1 /60 (m/s) = D2.π.n2 /60...(m/s)

.


Design Power For Chain

The design power is calculated as follows

Pd = P.K1.K2.K3.K4.K5.K6.K7.



K1. = Coefficient for teeth different to 19
K2. = Coefficient for Transmission Ratio
K3. = Application (Service) Factor
K4. = Centre Distance Coefficient
K5. = Lubrication Coefficient
K6. = Temperature Coefficient
K7. = Service Life Coefficient


Tooth Factor (K1)

Normally the drive is a reduction drive and the driver sprocket is the smallest.  This is normally selected as a 19 tooth wheel unless a high speed smoother drive is required then a 23 (or higher) tooth wheel is selected.

If a driver sprocket with z1 teeth is select than a tooth factor ft is used.

Tooth factor ft = 19 / z1



Ratio Factor (K2)

This allows for the difference in ratio from the 3:1 ratio normally used in determining the design power for chain drives...

Ratio

1:1

1:2

1:3

1,4

1,6

K2

1,25

1,11

1,0

0,94

0,89



Table of Application Factor ..K3

  Driver Characteristics
  Smooth Running, Electric Motors, IC engines with hydraulic couplings Some shock Loading..IC engines , Electric motors with frequent stops/starts Heavy shock Loading IC engines with less than six cylinders
Driven machine characteristics      
Smooth running .Office Machines,Generators 1,0 1,1 1,2
Light duty ..Fans, pumps, compressors,printing machines, uniformly loaded conveyors, machine Tools 1,2 1,3 1,4
Moderate shock..concrete mixing , non-uniformly loaded conveyors, mixers. 1,4 1,5 1,7
Heavy shock loading.. Planars, presses, drilling rigs. 1,6 1,7 1,9


Centre Distance Factor (K4)
This allows for chain designs with sprocket centre distances other than optimum= C/p = 40.
K4

C/p

20

40

60

80

=<160

1,2

1

0,9

0,85

0,7



Lubrication Factor (K5)

This factor involves some judgement and the notes below are provided for guidance.

  • If the chain is correctly lubrication and includes the recommended maintenance.
    For self lubricated chain used correctly.
    For very low duty chains with reasonable lubrication:
    A factor of 1 applies.

  • If the chain is low - medium duty, provided with the recommended filtered lubrication but with average maintenance.
    A service factor of say 1,25 applies

  • If the chain is medium to high duty, provided with lubrication with average maintenance.
    A service factor approx 2 - 3 applies.

  • For a medium-high duty chain with no lubrication.
    A service factor approx 5 will apply.



Temperature Factor (K6)

For all normal duties at normal ambient temperatures (0-80o C) the temperature factor will be 1.  For cases when a higher ambient temperature is normal a temperature factor will be needed as table below.

.

Deg.C

0-80

80-150

150-250

K6

1,0

1,1

1,2

Service Life (K7)
The power capacity of a chain is based on a 8 hour per day operating cycle and K7 = 1 .   For more arduous operating a different value of K7 is appropriate.
.

Operating time /day
hours

0-8

8-16

16-24

K7

1,0

1,1

1,2


Chain Power Capacities

The design power as evaluated by the above process should be less than the lower of the chain capacity associated with the link or the bush as calculated below...Note: Manufacturers and suppliers generally simplify this process by providing tables or charts to make this process more convenient.  A typical graph is shown below Chain Power graph....

Link- Power capacity

Bushing - Power capacity

These capacities are modified by the strand factor Sf.   If there are two strands then the power capacity is increased by a S f = 1,7.  If there are three strands then the power is increased by a strand factor S f =2,5.

Pi = chain pitch in inches..

Chain

Ka

Kb

Chain

Ka

Kb

Chain

Ka

Kb

Chain

Ka

Kb

Chain

Ka

Kb

05B

0.0046

17

10B

0.0042

17

20B

0.0046

17

32B

0.0046

17

56B

0.0038

7

06B

0.0046

17

12B

0.0044

17

24B

0.0046

17

40B

0.0032

17

64B

0.0039

5

08B

0.0048

17

16B

0.0046

17

28B

0.0046

17

48B

0.0035

12

72B

0.004

2



Tensile Load on Chain

The dynamic load on a chain includes for the tensile load for transmitting the power and the centrifugal load resulting from the chain rotating on the sprocket.

For normal speed applications only the direct load due to the tensile load is relevant.

Ft = P 1*1000 / v..(N)


Note this is derived in principle in the webpage for flat belt drives.. Flat belts

The tension resulting for the centrifugal force =

Fc = Mm.v2..(N)

The resultant total tensile force taken by the chain =

Fr = Ft + Fc

The value Fr is divided into the breaking strength of the chain Fb to obtain the static Factor of Safety of the Chain

Ss = Fr /F b

This value of Ss is divided by the Application factor K3 to arrive at the dynamic Factor of Safety

Sd = Fr / (Fb * K3)

The graphs below show (very approximately) the range of recommended static and dynamic safety factors.

.




Chain Bearing Stress

The bearing stress is the resultant tensile stress / the bearing area Ba. Values for the bearing area are provided in the chain properties table below...

B s= Tr / B a

The calculated bearing stress should be less than the acceptable bearing pressure

The acceptable bearing pressure = Specific Pressure .K9.K8.

K9 = 1 For ISO chains
K8 = The friction coefficient / K3 K3 = Service_application factor (K3) -see below

The specific pressure and the friction coefficents are obtained from the charts below:




Pitch Diameter

The pitch diameter of a chain sprocket can be obtained from the formula

D = P / sin (π / z)

Table below identifies the pitch diam for sprockets with chain pitch of 25,4mm .   for other chain pitches the diameter will be proportional e.g for 12,7mm chain pitch the diameters will be half the tabled values.

Table of pitch diameters for 25,4mm pitch chain sprockets

No Teeth

Pitch Dia

No Teeth

Pitch Dia

No Teeth

Pitch Dia

No Teeth

Pitch Dia

No Teeth

Pitch Dia

No Teeth

Pitch Dia

mm

mm

mm

mm

mm

mm

10

82.20

30

243.00

50

404.52

70

566.15

90

727.80

110

889.48

11

90.16

31

251.07

51

412.60

71

574.23

91

735.89

111

897.56

12

98.14

32

259.14

52

420.68

72

582.31

92

743.97

112

905.65

13

106.14

33

267.21

53

428.76

73

590.39

93

752.05

113

913.73

14

114.15

34

275.28

54

436.84

74

598.48

94

760.14

114

921.81

15

122.17

35

283.36

55

444.92

75

606.56

95

768.22

115

929.90

16

130.20

36

291.43

56

453.00

76

614.64

96

776.31

116

937.98

17

138.23

37

299.51

57

461.08

77

622.72

97

784.39

117

946.07

18

146.27

38

307.58

58

469.16

78

630.81

98

792.47

118

954.15

19

154.32

39

315.66

59

477.24

79

638.89

99

800.56

119

962.24

20

162.37

40

323.74

60

485.33

80

646.97

100

808.64

120

970.32

21

170.42

41

331.81

61

493.41

81

655.05

101

816.72

121

978.40

22

178.48

42

339.89

62

501.49

82

663.14

102

824.81

122

986.49

23

186.54

43

347.97

63

509.57

83

671.22

103

832.89

123

994.57

24

194.60

44

356.05

64

517.65

84

679.30

104

840.98

124

1002.66

25

202.66

45

364.12

65

525.73

85

687.39

105

849.06

125

1010.74

26

210.72

46

372.20

66

533.82

86

695.47

106

857.14

126

1018.82

27

218.79

47

380.28

67

541.90

87

703.55

107

865.23

127

1026.91

28

226.86

48

388.36

68

549.98

88

711.64

108

873.31

128

1034.99

29

234.93

49

396.44

69

558.06

89

719.72

109

881.39

129

1043.08



Chain Centre Distance

There are practical limitations for the minimum distance between the chain sprocket centres to prevent interference of the sprocket teeth.  To provide a reasonable chain operating life is necessary to ensure good spacing and a minimum wrap of 120o.  The drive layout will determine the actual centre distance.  A recommended value is about 40 time the chain pitch.

When the chain centre distance can be adjusted to suit the chain length then the length (L) of the chain in (pitches) can be used to determine the centre distance between sprockets (C) using the following formula



Chain Length

The length of the driving chain is normally required in numbers of double pitches because a complete link includes the inner and the outer link which covers two pitches.
The Chain length (L) in pitches (p) is given (to sufficient practical accuracy ) by the formula


Chain Properties

Values are from BS 228 , ISO 606
The normal maximum velocity relates to sprockets with 17-25 teeth.


Pitch

Normal
max vel.

Chain Identity

Breaking
Force
(F b)

Mass/m
(m)

Chain Brg
Area
(Ba)

Chain Identity

Breaking
Force
(F b)

Mass/m
(m)

Chain Brg
Area
(Ba)

Chain Identity

Breaking
Force
(F b)

Mass/m
(m)

Chain Brg
Area
(Ba)

(RPM)

(N)

kg/m

mm2

(N)

kg/m

mm2

(N)

kg/m

mm2

8,00

5000

05B - 1

5000

0.2

11

05B - 2

7800

0.4

22

05B - 3

11100

0.5

33

9.525

4200

06B - 1

9000

0.4

28

06B - 2

16900

0.8

56

06B - 3

24900

1.2

84

12.7

3750

08B - 1

18000

0.7

50

08B - 2

32000

1.3

101

08B - 3

47500

2

151

15.875

2750

10B - 1

22400

0.9

67

10B - 2

44500

1.8

134

10B - 3

66700

2.8

202

19.05

2000

12B - 1

29000

1.2

89

12B - 2

57800

2.5

179

12B - 3

86700

3.8

268

25.4

1500

16B - 1

60000

2.6

210

16B - 2

110000

5.2

421

16B - 3

165000

7.7

631

31.75

1200

20B - 1

95000

3.8

296

20B - 2

170000

7.5

591

20B - 3

250000

11.2

887

38.1

900

24B - 1

160000

7

554

24B - 2

280000

13.9

1109

24B - 3

425000

20.7

1663

44.45

700

28B - 1

200000

9.1

739

28B - 2

360000

18

1479

28B - 3

530000

27

2218

50.8

550

32B - 1

250000

9.7

810

32B - 2

450000

19

1621

32B - 3

670000

28.3

2431

63.5

450

40B - 1

380000

16.8

1275

40B - 2

630000

33.5

2550

40B - 3

950000

43.3

3825

76.2

300

48B - 1

560000

25.9

2061

48B - 2

1000000

48.6

4123

48B - 3

1500000

72.5

6184

88.9

-

56B - 1

850000

35

2791

56B - 2

1600000

70

5582

56B - 3

2350000

105

8373

101.6

-

64B - 1

1120000

60

3625

64B - 2

2000000

120

7250

64B - 3

3100000

180

10875

114.3

-

72B - 1

1400000

80

4618

72B - 2

2500000

160

9234

72B - 3

4000000

240

13850



..

.


Drive Couplings


A coupling is used to connect two in-line shafts to allow one shaft (driver) to drive the second shaft(driven) at the same speed. A coupling can be rigid or, more normally, it can be flexible allowing relative radial, axial or angular movement of the two shafts. Unlike the clutch the coupling transmission is not designed to engage-disengage as a normal operation


.

.

Rigid Coupling

Flange locked onto each shaft. One flange with recess and the other with matching spigot. Flanges bolted together to form rigid coupling with no tolerance for relative radial, angular or axial movement of the shafts.

.

.

Muff Coupling

Long cylindrical coupling bored and keyed to fit over both shafts. Split axially and clamped over both shafts with recessed bolts. Rigid coupling for transmitting high torques at high speeds.

.

.

Beam Coupling

Single piece cylindrical coupling with a hole bored through it entire length. Each end bored to suite the relevant shaft. The helical slot is machined in the coupling in the central region. The reduces the coupling stiffness. The coupling is positive with some flexibility.

..

.

Pin Coupling

As rigid coupling but with no recess and spigot and the Bolts replaced by pins with rubber bushes. Design allows certain flexibility.

.

.

Flexible Rubber Disc Couping

As rigid coupling except that a thick rubber disc bonded between steel plates is located between the flanges. The plates are bolted to the adjacent coupling flanges.

.

.

Spider Coupling

Both half of the couplings have three shaped lugs . When the coupling halves are fitted together the lugs on one half fit inside the spaces between the lugs on the other side.    A Rubber insert with six legs fits within the spaces between the lugs. The drive is by the lugs transmitting the torque through the rubber spider spacer... This coupling is only used for low power drives.

.

.

Bibby Coupling

The outer flanges of the two half couplings are serrated. A spring fits into the serrations connecting the two halves.

.

.

Chain Coupling

Flanges replaced a sprocket on each shaft. The coupling is by a duplex chain wrapped over both adjacent coupling.

.

Gear Coupling

.

Gear Coupling

Both coupling halves have a raised rim machined as an external gear. The sleeve which couples the two shafts comprises two halves bolted together, each half having a machine internal gear. This coupling requires lubrication. The coupling is capable of high speeds and high power capacity.

.

.

.

MetaFlex Coupling

Coupling halves connected via stainless steel diaphragms (discs). High speed high torque capability with good dynamic balance. Single coupling will accommodate angular and radial misalignment and fitted in pairs also allows lateral misalignment.

.

.

.

Fluid Coupling

Based on both coupling halves having vanes within a housing (case) containing viscous fluid which rotates with the driving shaft. The rotation is transmitted from one side (Driving) to the other (Secondary) via the viscous fluid. The coupling provides a soft start.

.

 

Universal Coupling

Coupling which allows large angle between drive halves(20-30o). Generally based on a yoke mounted on each shaft . Between to yokes is mounted a trunnion cross. Needle bearings are used at the bearing points between the cross and the yokes. These type or units are used in pairs on carden shafts. Uses widely on rear wheel drive vehicle propshafts.

.

Universal Coupling / Uni-Joint

Simplest type of coupling which allows large angle between drive halves. Each side of coupling includes protruding pins. The halves of the coupling are fastened in a pivotting assembly. At all angles up to about 40o the pins interlock with each other and rotation on one half forces the other half to rotate. Low power use only . Not smooth. Not reliable. Really only suitable for remote manual operations.

.

 

 

.pneumatics smc pneumatics festo festo legris  norgren

.rose krieger linear actuators

. conveyor componentss ave conveyor

. machine elements lag castors richomnd castors

. electrical automation pepperl fuchs siemens allen-bradley

Springs

Introduction

A Spring is an engineering component which when deflected by a force tends to return to its unloaded shape. Ideally the energy input to cause the deflection is usefully recovered.   Springs are mechanical components designed to store mechanical energy, working on the principle of flexible deformation of material.   Springs constitute one of the most widely used group of components in mechanical engineering.  When designing and/or selecting metal springs consideration should be given to material, manufacturing process, heat treatment, dynamic properties, elastic properties, strength, fatigue, shock, stability, surging etc etc.

Spring types include:
Metal Springs

Helical Compression Springs

Helical Extension Springs

Helical Torsion Springs

Coil Springs

Disc Springs

Leaf Springs

Spiral Springs
Air Springs

Elastomer Springs

 

Spring Materials

Solid springs made from elastomers are not covered on this page.   This page covers materials used for making metal springs which mainly include helical compression, tensile, and torsion springs.  Leaf springs and disc spring materials properties may be identified in the more general notes.  The notes also concentrate more on the carbon steel and alloy steel grades rather than the non-ferrous grades.  Future updates will include more comprehensive information

A wide range of materials are available for the manufacture of metal springs including

  • Carbon steels
  • Alloy steels
  • Corrosion resisting steels
  • Corrosion resisting steels
  • Phosphor bronze
  • Spring brass
  • Beryllium copper
  • Nickel alloy steels
  • Titanium alloy steels

Springs are manufactured by hot or cold working processes.   The process depends on the section of the material, the spring index (C= D/d) and the properties required.

Pre-hardened wire should not be used if D/d < 4 or if d >6mm>


Reference Standard Notes

BS EN 10270-1:2001 ..Steel wire for mechanical springs. Patented cold drawn unalloyed spring steel wire
BS EN 10270-2:2001 ..Steel wire for mechanical springs. Oil hardened and tempered spring steel wire
BS EN 10270-3:2001 ..Steel wire for mechanical springs. Stainless spring steel wire


BS EN 10270-1:2001 ..Steel wire for mechanical springs. Patented cold drawn unalloyed spring steel wire
Wire designated within this standard is allocated one of a number of grades.

  • SL Grade is low tensile strength on static duties
  • SM Grade is medium tensile strength on static duties
  • SH Grade is high tensile strength on static duties
  • DM Grade is medium tensile strength on dynamic duties
  • DH Grade is high tensile strength on dynamic duties

A typical wire designation would be "Spring wire BS EN 10270-1-SH -3,60 ph.
Spring
wire grade SH with a nominal diameter of 3,6mm phosphated.
The grade would have a tensile strength (according to the standard) Rm = 1700-1970MPa


BS EN 10270-2:2001 ..Steel wire for mechanical springs. Oil hardened and tempered spring steel wire
Wire designated within this standard is allocated one of nine grades.

  • Low Tensile grades - FDC (Static)... TDC(Medium Fatigue)...VDC (High Fatigue)
  • Medium tensile tensile grades- FDCrV (Static)... TDCrV(Medium Fatigue)...VDCrV (High Fatigue)
  • High tensile tensile grades- FDSiCr (Static)... TDSiCr(Medium Fatigue)...VDSiCr (High Fatigue)

The FD,FDCrV, and FDSiCr (Static) Grades have a size range of 0,5 to 17,00mm
The TDC,FDCrV, and TDSiCr (Medium Fatigue) Grades have a size range of 0,5 to 10,00mm
The VDC,VDCrV, and VDSiCr (High Fatigue) Grades have a size range of 0,5 to 10,00mm

A typical wire designation would be "Spring wire BS EN 10270-2-VDC -3,60 ".
Spring wire grade VDC with a nominal diameter of 3,6mm .
The grade would have a tensile strength (according to the standard) Rm = 1550-1650MPa


BS EN 10270-3:2001 ..Steel wire for mechanical springs. Stainless spring steel wire
This standard includes information on three steel grades 1,4310 ( with a normal tensile strength (NS) and a high tensile strength (HS)) , 1,4401, and 1,4568.

A typical designation according to this standard would be "Spring Wire BS EN 10270-2 - 1.4310 - NS -3,60 Ni coated
Steel designation number 1,4310 with nominal strength level. Nominal dia 3,6mm . Nickel coated
This steel has a nominal tensile Rm = 1500 MPa

Music Wire

This is the most widely used of all spring materials for small springs because it is the toughest.   It has the highest strength tensile and can withstand higher stresses under repeated loading conditions than any other spring material.  It can be obtained in diameters from 0,12 to 3mm.  It has a usable temperature range from 0 to 120oC

Oil-tempered Wire.  Music wire will contract under heat, and can be plated.

This is a general purpose spring material used for spings where the cost of music wire is prohibitive and for sizes outside the range of music wire.  This material is not suitable for shock or impact loading.  This material is available in diameters from 3 to 12mm.   The temperature range for this material is 0 to 180 oC..Will not generally change dimensions under heat.   Can be plated.   Also available in square and rectangular sections.

Hard-drawn wire

This is the cheapest general purpose spring steel and is should only be used where life, accuracy and deflection are not too important.  This material is available in sizes 0,8mm to 12mm.  It has an operating range 0 to 120oC

Chrome Vanadium wire

This is the most popular alloy spring steel for improved stress, fatigue, long endurance life conditions as compared to high carbon steel materials.  This material is also suitable for impact and shock loading conditions.  Is available in annealed and tempered sizes from 0,8mm to 12mm.  It can be used for temperatures up to 220 oC.   Will not generally change dimensions under heat. Can be plated.

Chrome-silicon wire

This an excellent spring material for highly-stressed springs requiring long life and/or shock loading resistance.  It is available in diameters 0,8mm to 12mmm and can be used from temperatures up to 250oC.   Will not generally change dimensions under heat. Can be plated.

Martensitic Stainless steel wire

This is a corrosion, resisting steel which is unsuitable for sub-zero conditions.

Austentic Stainless steel wire

A good corrosion, acid, heat resisting steel with good strength and moderate temperatures.  Has low stress relaxation.

Spring Brass

This is a low cost material which is convenient to form.  It is a high conductivity material.  This material has poor mechanical properties.  This metal is frequently used in electrical components because of its good electrical properties and resistance to corrosion.

Phosphor Bronze

Popular alloy .Withstands repeated flexures.  This metal is frequently used in electrical components because of its good electrical properties and resistance to corrosion.   Suitable to use in sub-zero temperatures.   They are much more costly than the more common stocks and cannot be plated.   Generally will not change dimensions under heat.

Beryllium Copper

High elastic and fatigue strength.  Hardenable.  They are much more costly than the more common stocks and cannot be plated.   Generally will not change dimensions under heat.

Nickel base alloys

These alloys are corrosion resistant.  They can withstand a wide temperature fluctuation.   The materials are suitable to use in precise instruments because of their non-magnetic characteristic. They also poses a high electrical resistance and should not be used as an electrical conductors.

Titanium

Used mainly in aerospace industry because of its extremely light weight and high strength.  This material is very expensive,  It is dangerous to work as titanium wire will shatter explosively under stress if its surface is scored.  Size range 0,8 to 12mm.   Generally will not change dimensions under heat.   Cannot be plated.

Spring Material Strength Values
Important Note..It is important to note that it is best to obtain springs from specialists suppliers who can provide the correct material for the specific application.  If springs are being designed for specific applications then strength values should be obtained from the relevant standards as identified above.  Care should be taken to include for fatigue and adverse operating conditions.   The notes on this page are for rough spring designs.

The material structure , the manufacturing process, and the heat treatment all have an influence on the strength of the spring material.  The strength of spring materials vary significantly with the wire size such that the strength of a selected spring material cannot be determined without knowing the wire size.  The standards identified all list the material strengths against the wire sizes.

The tensile strength versus the wire diameter is almost a straight line when plotted on log-log paper .   The equation for this line is..

Sut = A / dm

The table below provides some typical values for the above variables..

Material Diameter Range(mm) Exponent m A (MPa)
Music Wire 0,1 to 6,5 0,145 2211
Oil-Tempered 0,5 to 12 0,187 1855
Hard Drawn 0,7 to 12 0,190 1783
Chrome_Vanadium 0,8 to 12 0,168 2005
Chrome_Silicon 1,6 to 10 0,108 1975
302-Stainless 0,3 to 2,5, 0,146 1867
302-Stainless 2,5 to 5 0,263 2065
302-Stainless 5 to 10 0,478 2911
Phos-Bros 0,1 to 0,6 0 1000
Phos-Bros 0,6 to 2,0 0,028 913
Phos-Bros 2,0 to 7,5 0,064 932

In calculating the spring parameters the torsional yield strength (S ys ) is used.   The relationship between the torsional yield strength and the ultimate strength Sut can be approximated with a range as follows.

0,35 Sut =< S ys =< 0,52 Sut


Music wire and hard drawn steel wire have an approximate relationship S ys = 0,45 Sut
Valve spring, CR_Va, CR-Si, Hardened and Tempered Carbon steel wires have an approximate relationship S ys >= 0,50 Sut
Many Non-ferrous materials have an approximate relationship S ys >= 0,35 Sut


Modulus Of Rigitity values

Typical Values for The modulus of Rigidity for different Spring materials are listed below

Material Modulus of Rigitity = G
- (x 10 3 N/mm 2 )
Carbon Steel 78,6
316 Stainless 68,9
Brass 34,5
Phos Bros 41,4
Monel 65,5
Iconel 72,4
Berylium copper 50,0


Helical Springs

A helical spring is a spiral wound wire with a constant coil diameter and uniform pitch.   The most common form of helical spring is the compression spring but tension springs are also widely used. .   Helical springs are generally made from round wire... it is comparatively rare for springs to be made from square or rectangular sections.  The strength of the steel used is one of the most important criteria to consider in designing springs.  Most helical springs are mass produced by specialists organisations.  It is not recommended that springs are made specifically for applications if off-the-shelf springs can be obtained to the job.



Compression Springs


Tension Springs



Nomenclature

C = Spring Index D/d
d = wire diameter (m)
D = Spring diameter = (Di+Do)/2 (m)
Di = Spring inside diameter (m)
Do = Spring outside diameter (m)
Dil = Spring inside diameter (loaded ) (m)
E = Young's Modulus (N/m2)
F = Axial Force (N)
Fi = Initial Axial Force (N)
     (close coiled tension spring)
G = Modulus of Rigidity (N/m2)
K d = Traverse Shear Factor = (C + 0,5)/C
K W = Wahl Factor = (4C-1)/(4C-4)+ (0,615/C)
L = length (m)
L 0 = Free Length (m)
L s = Solid Length (m)
n t = Total number of coils
n = Number of active coils
p = pitch (m)
y = distance from neutral axis to outer fibre of wire (m)
τ = shear stress (N/m2)
τ i = initial spring stress (N/m2)
τ max = Max shear stress (N/m2)
θ = Deflection (radians)
δ = linear deflection (mm)

Note: metres (m) have been shown as the units of length in all of the variables above for consistency.   In most practical calculations milli-metres will be more convenient.



Spring Index


The spring index (C) for helical springs in a measure of coil curvature ..

For most helical springs C is between 3 and 12



Spring Rate

Generally springs are designed to have a deflection proportional to the applied load (or torque -for torsion springs).   The "Spring Rate" is the Load per unit deflection.... Rate (N/mm) = F(N) / δ e(deflection=mm)



Spring Stress Values

For General purpose springs a maximum stress value of 40% of the steel tensile stress may be used. However the stress levels are related to the duty and material condition (ref to relevant Code/standard).



Compression Springs- Formulae

a)   Stress

A typical compression spring is shown below

Consider a compression spring under an axial force F.   If a section through a single wire is taken it can be seen that, to maintain equilibrium of forces, the wire is transmits a pure shear load F and also to a torque of Fr.  

The stress in the wire due to the applied load =

This equation is simplified by using a traverse shear distribution factor K d = (C+0,5)/C.... The above equation now becomes.

The curvature of the helical spring actually results in higher shear stresses on the inner surfaces of the spring than indicated by the formula above.  A curvature correction factor has been determined ( attributed to A.M.Wahl). This (Wahl) factor K w is shown as follows.

This factor includes the traverse shear distribution factor K d.. The formula for maximum shear stress now becomes.

A table relating KW to C is provided below

C 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Kw 1,58 1,4 1,31 1,25 1,21 1,18 1,16 1,14 1,13 1,12 1,11 1,1 1,1 1,09


b)   Deflection

The spring axial deflection is obtained as follows.
The force deflection relationship is most conventiently obtained using Castigliano's theorem. Which is stated as ... When forces act on elastic systems subject to small displacements, the displacement corresponding to any force collinear with the force is equal to the partial derivative to the total strain energy with respect to that force.

For the helical spring the strain energy includes that due to shear and that due to torsion.
 

Replacing T= FD/2, l = πDn, A = πd2 /4 The formula becomes.

Using Castiglianos theorem to find the total strain energy....

Substituting the spring index C for D/d The formula becomes....

In practice the term (1 + 0,5/C2) which approximates to 1 can be ignored

c)  Spring Rate

The spring rate = Axial Force /Axial deflection

In practice the term (C2 /(C2 + 0,5)) which approximates to 1 can be ignored



Compression Spring End Designs

The figure below shows various end designs with different handing.   Each end design can be associated with any end design.  The plain ends are not desirable for springs which are highly loaded or for precise duties.

The table below shows some equations affected by the end designs...

Note: The results from these equations is not necessarily integers and the equations are not accurate.   The springmaking process involves a degree of variation...

Term Plain Plain and Ground Closed Closed and Ground
End Coils (n e ) 0 1 2 2
Total Coils (n t ) n n+1 n+2 n+2
Free Length (L 0 ) pn+d p(n+1) pn +3d pn +2d
Solid Length (L s ) d(n t +1) dn t d(n t +1 dn t
Pitch(p ) (L 0-d)/n L 0/(n +1) (L 0-3d)/n (L 0-2d)/n


Helical Extension Springs

The formulae provided for the compression springs generally also apply to extension springs.
An important design consideration for helical extensions springs is the shape of the ends which transfers the load to the the spring body.  These must be designed to transfer the load with minimum local stress concentration values caused by sharp bends.   The figures below show some end designs.. The third design C) design has relatively low stress concentration factors.

 

Extension Spring Initial Tension

An Extension spring is sometimes tightly wound such that it is prestressed with an initial stress τ i . This results in the spring having a property of an initial tension which must be exceeded before any deflection can take place.   When the load exceeds the initial tension the spring behaves according the the formulae above.  This relationship is illustrated in the figure below

>

The initial tension load can be calculated from the formula.... T i = π τ i d 3/ ( 8 D)

Best range of of Initial Stress (τ i) for a spring related to the Spring Index C = (D/d)

C = D/d Best Initial Tension Stress range = τ i
(N/mm 2 )
3 140 205
4 120 185
5 110 165
6 95 150
7 90 140
8 80 125
9 70 110
10 60 100
11 55 90
12 45 85
13 40 75
14 35 65
15 30 60
16 25 55


If the coils in a tension spring are not tightly wound, there is no initial tension and the relevant equations are identical to those for the spring under compression as identified above.

The equations for tension springs with initial tension are provided below



Helical Compression Springs (Rectangular Wire)


Spring Rate and Stress

Rate (N/mm) = K 2 G b t 3/ (n D 3) Stress (N/mm 2) = K W .K 1 F D /( b t 2 )
  • D = Mean Diameter of spring(mm)
  • b = Largest section dimension(mm)
  • t = Smallest Section dimension(mm)
  • n = Number of Active turns
  • F = Axial Force on Spring
  • K 1 = Shape Factor (see table)
  • K 2 = Shape Factor (see table)
  • K W = Wahl Factor (see table)
  • C = Spring Index = D/(radial dimension = b or t)
b/t 1.0 1.5 1.75 2.0 2.5 3.0 4.0 6.0 8.0 10.0
K 1 2.41 2.16 2.09 2.04 1.94 1.87 1.77 1.67 1.63 1.60
K 2 0.18 0.25 0.272 0.292 0.317 0.335 0.385 0.381 0.391 0.399


Conical Helical Compression Springs

These are helical springs with coils progressively change in diameter to give increasing stiffness with increasing load.  This type of spring has the advantage that its compressed height can be relatively small.  A major user of conical springs is the upholstery industry for beds and settees.

  • D1 = Smaller Diameter
  • D2 = Larger Diameter

Allowable Force on Spring...
Fa = allowable force (N)..τ = allowable shear stress (N/m2)

Stiffness of Spring...




Disc Springs

A disc spring is a conical shell spring which is loaded along its axis.  Disc springs can used as single or multiple units. When stacked in multiple units they can be stacked in series to give a low stiffness value or in parallel to give a higher stiffness value.  By varying the size and the stacking arrangements an extremely wide variation in operating parameters can be achieved.

Parallel Stacked springs (n springs)..For a given force the spring deflection will be (1/n) x the deflection of a single spring.  The stress experienced by each spring will be 1/n the stress experienced by the single spring. (friction must be considered when loading is constantly changing )

Series Stacked Springs (n springs)..For a given force the spring deflection will be n x the deflection of a single spring.  Each spring will experience the same stress as that for a single spring

Series & parallel Stacked springs (n series + n parallel )...For a stack of springs n in parallel and n in series. The deflection for a given force will be the same as for one spring.   The springs will only experience 1/n of the stress of one spring.

Disc Spring are generally standardized according to DIN 2092 Calculations or DIN 2093 (dimensions /quality).
Din 2093 differentiate spring in three groups:

  • Group 1: Disc Spring thickness t < 1.25 mm Cold Formed

  • Group 2: Disc Spring thickness 1.25 <= t < 6 mm Cold Formed with inner/outer rings machined and inner edges rounded

  • Group 3: Disc Spring thickness 6 <= t < 16 mm Hot Formed, All surfaces machined and inner/outer edges rounded, bearing flats





Nomenclature
  • F = Axial Force (N)
  • h = Unloaded cone height (mm)
  • h' = Adjusted unloaded cone height (mm) = H - t'
  • H = Unloaded Total height (mm)
  • D = Outside Diameter (mm)
  • d = Inside Diameter (mm)
  • t = Thickness (mm)
  • t' = Adjusted thickness to allow for contact surfaces(mm)
  • u = Poissens Ratio (mm)
  • E = Youngs Modulus N/mm2
  • K1 = Shape Factor (see formula below)
  • K2 = Shape Factor (see formula below)
  • K3 = Shape Factor (see formula below)
  • K4 = Thickness Compensation Factor (See notes below)
  • δ Ratio OD/ID= D/d


Factors
The factors are calculated as follows.



D/d 1.5 1.6 1.7 1.8 1.9 2 2.2 2.4 2.6 2.8 3 3.5 3.6 3.8 4
K1 0.5248 0.5735 0.6131 0.6455 0.6722 0.6943 0.7281 0.7518 0.7684 0.78 0.788 0.7979 0.7987 0.7995 0.7994
K2 1.0982 1.1239 1.1488 1.1731 1.1967 1.2198 1.2643 1.307 1.3482 1.3879 1.4263 1.5178 1.5354 1.5699 1.6037
K3 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776 1.1776


Springs With Contact Surfaces

Some of the springs in group 2 and all of the springs in group 3 are manufactured with contact surfaces to enable better load bearing.  These flats provide improved contact between springs and they also reduce the outside diameter.

A consequence of the altered geometry is that higher forces are generated.  To compensate for this undesirable effect the thickness of the spring is reduced from t to t'.
The normal ratio of t/t' is about 94% to 96%.   With this reduction the spring force at 75% deflection is about the same as a disk spring with no contact surfaces.

A factor K4 is provided to allow for the different operating characteristics for disc springs with contact surfaces.

If the disc spring has no contact surfaces the K4 = 1





Spring Force

For Goup 1 and Group 2 disc springs without contact surfaces (see note below) K4 = 1

The force at a given disc spring deflection is obtained by the formula below.   This is for springs with no contact surfaces

For springs Group 3 disc spring with contact surfaces the formula below is more accurate.

When considering springs with contact surfaces.   Use the factor K4 as calculated below and use t' instead of t and use h' = H - t'



Spring Stresses

The stresses in a disc spring at four critical locations 1,2,3,4 see sketch for positions are shown below _-ve values are compressive stresses and +ve values are tensile stresses)



Spiral / Clock Springs

A spiral spring consists of a strip or wire wound in a flat spiral .     This is subject to a torque to produce an angular deflection.     A typical spiral spring is a clock spring


Nomenclature
D = Outside diameter of spring (m)
b = Width of spring strip (m)
d = Inside diameter of spring (m)
t = thickness of spring strip (m)
n = Number of turns of spring
k = Spring rate = M /θ Nm/rad.
E = Young's Modulus (N/m2)
M = Moment/torque on spring = F.D / 2(Nm)
L = Length of strip (m)
G = Modulus of Rigidity (N/m2)
I = Second moment of intertia of spring strip (m4)
F = Force to deflect spring N
y = distance from neutral axis to outer fibre of wire/strip = y/2 (m)
θ = Deflection (radians)
α = Tensile/compressive stress resulting from spring deflection (N/m2


Note: metres (m) have been shown as the units of length in all of the variables above for consistency.   In most practical calculations milli-metres will be more convenient.

Spring Rate

The spring rate k is defined on this webpage as the torque (Nm)per unit angular deflection (θ ).

Spiral Spring Formulae

length of Strip



Spring Rate



Spring sureface stress



Leaf Springs

Leaf Springs are widely used in the automobile and railway industries for suspension applications.  The simplest variation is the single beam spring.  The more normal application is the laminated (multiple) leaf spring which provides a more efficient stress distribution..

Single Leaf Springs have the following characteristics.

  • They are suitable for low and medium load forces
  • They have reasonably linear working characteristics
  • They have relatively low spring constant
  • They are long items with relatively low cross section
  • They are relatively low cost items

Laminated leaf springs have the following characteristics

  • They are suitable for higher loading forces
  • They have theoretically linear working characteristics (friction between the leaves causes hysteretic pattern of the working curve)
  • Compared to single leaf springs they have relatively high spring constants (stiffness)
  • Laminated spings have high space requirements compared to single leaf springs
  • They require regular maintenance (lubrication and cleanness)

Nomenclature


E = Young's Modulus (N/m2)
F = applied Force (N)
t = thickness of leaf (m)
b = width (m)
L = length (m)
t = thickness of leaf (m)
δ = deflection (m)
σ = Bending stess <σ(N/mm2
k = spring rate (stiffness) F/δ (N/m


Single leaf springs

There are two primary variations the cantilever spring and the simply supported beam..

Cantilever spring

Simply supported spring


Multiple leaf springs

Considering a cantilever type leaf spring, the stress distribution is related to the distance from the load point.

σ = 6Fx / bt2

If (x/b) is constant along beam, of constant thickness t, then the stress level will be constant and the most efficient spring will result.  If x/b is constant then a triangular shaped spring results.   The multileaf spring is designed to provide a constant stress level along the spring length as it is designed to be equivalent to a triangular spring as shown below.

For this spring the maximum stress( which ideally is constant along the spring) is and the stiffness are as follows..

These equations apply to the quarter elliptic spring as shown below

The relevant equations for the semi-elliptic spring as shown below are



Torsion Springs

Springs used to apply torque or store rotational energy are generally called torsion or double torsion springs.   Torque by definition is a force that produces rotation.   A torsion spring exerts a force (torque) in a circular arc, and the arms rotate about the central axis.   The stress is in bending, not in torsion.   It is customary to specify torque with deflection or with the arms at a definite position.  


Torsion bar

The torsion bar is the simplest form or torsion beam.   It comprises a solid or hollow bar which is stressed in torsion within its elastic limit.


Nomenclature

P = Force on lever arm (m).
T = Torque resulting from force = PR (Nm)
R = lever radius (m)
D= bar outside diameter (m)
d= bar inside diameter (m)
L = bar length (m)
kL = Linear Spring rate || Force based = P / δ (Nm) ....Torque Based = T / δ (N)
kA = Angular Spring rate || Forced based = P / θ (N)....Torque Based = T / θ (Nm)
G = Modulus of Rigidity (N/mm2)(m)
τ = Allowable shear stress
θ = Deflection (radians)
δ = Linear Deflection= θ. R(m )



Solid Bar
Force Based Torque Based

Deflection δ = 32PR2 L /( π GD 4 )

Angular Deflection θ = 32PR L /( π GD 4 )

Linear spring rate k L = P / δ = πG D4 /(32R 2 L)

Angular spring rate k A = P / θ =πG D4 /(32RL)

Maximum Load Pmax = π D3 τ /(16 R)

Deflection δ = 32TRL /( π GD 4 )

Angular Deflection θ = 32TL /( π GD 4 )

Linear spring rate k L = T / δ = πG D4 /(32RL)

Angular spring rate k A = T/ θ = πG D4 /(32L)

Maximum Torque Tmax = π D3 τ /16

Hollow Bar
Solid Bar
Force Based Torque Based

Deflection δ = 32PR2 L /( π G(D 4 - d 4 )

Angular Deflection θ = 32PRL /( π G(D 4 - d 4 )

Linear Spring Rate k L = P / δ= πG (D 4 - d 4) /(32R 2 L)

Angular Spring Rate k A = P / θ = πG (D 4 - d 4) /(32RL)

Maximum Load Pmax = π(D 4 - d 4) τ /(16DR)

Deflection δ = 32TR L /( π G(D 4 - d 4 )

Angular Deflection θ = 32TL /( π G(D 4 - d 4 )

Linear Spring Rate k L = T / δ= πG (D 4 - d 4) /(32RL)

Angular Spring Rate k A = T / θ = πG (D 4 - d 4) /(32L)

Maximum Torque Tmax = π(D 4 - d 4) τ /(16D)




A typical torsion helical spring is shown below.  There are a wide variety of coil end configurations to suit different applications and a torsion spring is usually positioned on a shaft.  The coils are usually close wound as are tension springs but they generally do not have any initial tension unlike tension springs.

The primary stress induced in torsion spring is a bending stress in the wire .  This is not the case for the tension and compression helical springs for which the primary stress is a torsional (shear) stress.  During forming residual stresses are built up in the winding process.  These residual stresses are in the same direction but of opposite sign to the working stresses resulting when the spring is loaded causing the coils to tighten.  Torsion springs are stronger as a result and they are often designed to work at, or above the yield strength.

Nomenclature

C = Spring Index D/d
d = wire diameter (m)
D = Spring diameter (m)
Di = Spring inside diameter (m)
Dil = Spring inside diameter (loaded ) (m)
E = Young's Modulus (N/m2)
I = Moment of Inertia of wire(m4 )
F = applied Force (N)
G = Modulus of Rigidity (N/m2)(m)
ka = Angular spring rate (stiffness) M /θ (Nm /radian)
L = length (m)
M = Moment (Torque) = RF (Nm)
n = Number of active coils
y = distance from neutral axis to outer fibre of wire (m)
τ = Allowable shear stress (N/m2 )
θ = Deflection (radians)
σ = Bending stress (N/m2 )


Note: metres (m) have been shown as the units of length in all of the variables above for consistency.   In most practical calculations milli-metres will be more convenient.



Torsion Spring Formulae

The spring stress concentration factors Ki =

The maximum bending stress is at the inner fibre of the coil and equals

The angular spring rate ka =

Torsion springs are often used over shafts.  It is important that the spring inside diameter, when fully loaded is no t equal to, or less than the shaft diameter.  If this happens the spring will fail.   The inside diameter of the loaded tension spring is



Spring Fatigue

Note: Components which are subject to continuously cyclic loading often fail prematurely as a result of fatigue.  The worst fatigue loading regimes are loads which continuously reverse from negative (compressive) loading to positive (tensile) loading in a cyclic manner. Reference fatigue loading notes  Fatigue Index

As springs are often used under continuously fluctuating loading conditions it is necessary to consider fatigue loading and stress concentration factors.  Helical springs are never used under conditions of load reversals.   They are either normally in tension or normally in compression.  In addition springs are often prestressed as part of the forming process or/and preloaded, thus preventing the stress from being zero.  These factors mitigate, to some extent, the fatigue loading conditions.

All spring subject to continuous fluctuating load are candidates for fatigue failure. Typical springs are

  • Valve springs in automobile /aeroplane engines
  • Vehicle suspension springs.
  • Springs in press tools


Nomenclature

Fm = Mean axial force on spring (N)
Fa = Amplitude of axial force waveform spring (N)
ns = Factor of Safety
Sse = Torsional endurance limit MPa
Ssl = Torsional strength at 102 cycles MPa
Ssy= Torsional yield strength MPa
Ssf= Torsional fatigue strength MPa
τ m = Mean shear stress on spring ( MPa)
τ a = Amplitude of shear stress waveform ( MPa)



Fatigue Notes

The normal shear stress condition experienced be a spring subject to continuous fluctuating loading is as shown below

The force amplitude and mean value are calculated as

The resulting alternating and mean stresses are

For springs the safety factor for torsional endurance life is

Experimental results have proved that for spring steel the torsional endurance limit is not directly related to size, tensile strength, or material for wires under 10mm diameter.   The resulting value from experiments has been determined as

S'se = 310 MPa for unpeened springs and 465 MPa for peened springs

S'sa = 241 MPa for unpeened springs and 398 MPa for peened springs

S'sm = 379 MPa for unpeened springs and 534 MPa for peened springs

These values include all modifying factors except for the reliability factor. ref Fatigue modifying factors That is Se = CrS'e

For springs subject to low cyclic /static loading the safety factor for torsional yielding is

It is generally safe to use a torsional yield strength of 40% of the ultimate tensile strength i.e Ssyof 0,4Sut ref notes Spring Materials

If the spring applications between 103 and 106 cycles of variation a modified torsional shear strength ( Sfs )can be used to determine the safety margin.

Ssf is the modified shear fatigue strength. This can be determined approximately if the endurance limit( S'se ) and the fatigue strength at 103 cycles ( S'sl ) are available ref High cycle fatigue strength


Goodmans failure criterion..

The fatigue design of springs generally involves one of a number of failure criterions, as shown below.

Goodmans failure criterion..

The intersect equation for the Goodmans criterion is

The relevant factor of safety is calculated as follows



Spring Stability

It is necessary to check that relatively long compression springs are not are risk of buckling.  If buckling is a problem it is necessary to incorporate some method of guiding the spring by placing it in a hole or on a suitable rod.

A longitudinal spring which is subject to rapid cycling may be at risk of surging.  This is when the pulses of compression surge along the spring and back.  This could continue and magnify if the natural material frequency of the spring is near the frequency of repeated loading.


Nomenclature
C'1 elastic constant = E /(2(E-G))
C'2 elastic constant = 2 π2 (E-G) /(2G+E))
E = Elastic Modulus (Pa)
d = wire diameter (m)
D = Spring diameter (m)
fn= lowest natural frequency (cycles/second)
na = Number of active coils
G = Shear Modulus (Pa)
L0 = Free Length of spring (m)
ycrit = critical deflection for onset of buckling (m)
α - constant depending on spring end conditions -see table
λeff = effective slenderness ratio = α L0 /D
δ = spring material density (kg/m2)

Buckling

Just as a column will buckle when the load becomes too large a long compression spring may buckle when the deflection exceeds a certain value.   The critical deflection is given by the following equation.

Table showing α for different end conditions

End Conditions α
Spring between two flat parallel surfaces 0,5
Spring on one flat surfaces with other end hinged 0,707
Both ends hinged (pivoted) 1
One end clamped and the other free 2


Absolute stability

Absolute stability occurs when C'2 /λeff2 is greater than unity. The condition for absolute stability is therefore.

Surging

For more detailed notes refer to Surging of Springs

The equation for the lowest natural frequency of a compression spring located between two flat plates is..

Forcing frequencies near the above lowest natural frequency and at whole multiples (2,4,6...) of this frequency.




Helical Spring Surge / Natural Frequency

If a spring which is subject to a vibratory motion which is close to its natural frequency the spring can start to surge.    This situation is very undesireable because the life of the spring can be reduced as excessive internal stresses can result.     The operating characteristics of the spring are also seriously affected.     For most springs subject to low frequency vibrations surging is not a problem.    However for high frequency vibrating applications it is necessary to to ensure, in the design stage, that the spring natural frequency is 15 to 20 or more times the maximum operating vibration frequency of the spring.


Nomenclature

C = Spring Index D/d
d = wire diameter (m)
D = Spring diameter = (Di+Do)/2 (m)
Di = Spring inside diameter (m)
Do = Spring outside diameter (m)
Dil = Spring inside diameter (loaded ) (m)
E = Young's Modulus (N/m2)
F = Axial Force (N)
Fi = Initial Axial Force (N)
     (close coiled tension spring)
G = Modulus of Rigidity (N/m2)
K d = Traverse Shear Factor = (C + 0,5)/C
K W = Wahl Factor = [(4C-1)/(4C+5)}]+ (0,615/C)
L = length (m)
L 0 = Free Length (m)
L s = Solid Length (m)
k = Spring rate = M / δ (N/m.)
M = mass supported by spring (kg)
n t = Total number of coils
na = Number of active coils
p = pitch (m)
u = motion of spring element(m)
y = distance from neutral axis to outer fibre of wire (m)
σ = Tensile/compressive stress (N/m2 )
ωn = Natural angular frequency of spring (rads/s)
fn = Natural frequency of spring (cycles/s)
τ = shear stress (N/m2)
τ i = initial spring stress (N/m2)
τ max = Max shear stress (N/m2)
θ = Deflection (radians)
δ = linear deflection (mm)

Note: metres (m) have been shown as the units of length in all of the variables above for consistency.   In most practical calculations milli-metres will be more convenient.


Spring Rate

Generally springs are designed to have a deflection proportional to the applied load (or torque -for torsion springs).   The "Spring Rate" is the Load per unit deflection.... Rate (N/mm) = F(N) / δ e(deflection=mm)



Natural Frequency of a Loaded spring System

Consider a mass M supported on a weightless spring with a spring rate k is illustrated below

This system has a natural frequency as shown below.

This frequency is the lowest natural frequency and is the most important natural frequency.     The spring , however not weightless and thus it has vibration characteristics of its own.    Vibration effects within the spring and the associated frequencies are found by examinging a small element of the spring in harmonic motion.



Surge / Natural frequency of spring

For more detailed notes refer to webpage Simple Harmonic Motion

Consider a spring below subject to a vibration amplitude u at a circular frequency ω

Consider a small element of the spring comprising dn coils.     The density of the spring material is ρ and the length of the wire in the element is π.D.dn.     If the wire diameter is d then the element has a mass

For a vibration amplitude u at a circular frequency ω and at any axial location from coil n = 0 to coil n = na the inertial force amplitude is as follows.



The spring rate k for a helical spring is derived on webpage Helical Springs as ..

In practice the term (1 + 0,5/C2) which approximates to 1 can be ignored

For the purpose of this analysis this is transformed to

This equation represents the force for na active coils .

The spring force amplitude per active coil resulting from a spring deflection per coil du/dn is

Equating the forces on the spring element to zero the equation below is derived.

This equation is solved using the equation.

u = A sin(c.n) + B cos(c.n)

A and B are arbitrary constants.
For a spring fixed at one end and free at the other the boundary condition occurs at

u = 0 occurs at coil 0
and the condition du/dn = 0 is applied at n = na

Resulting in the solution B = 0 and cos(c.na) = 0 from which

c.na = a.π / 2               ( a= 1,3,5 .....)

This results in a set of natural(surge)frequencies as follows..

For the important fundamental natural frequency, this can be simplified to..

Import Note : The above analysis relates to a spring with one end against a flat surface and the other end free.     The fixed.. fixed case i.e a spring located between and in full contact with two plates results in similar solutions where a = 2, 4, 6......This is also applicable to a spring with one end fixed and against a plate and the other end driven with a sin-wave motion.     The fundamental surge frequency resulting from these scenarios are