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Ahmet Çelik

Chapter 2: Load Analysis

MECH303 24 minute read

Source note: Source is Juvinall and Marshek, Fundamentals of Machine Component Design, 5th ed., Chapter 2 (pp. 45 to 88). The project copy of the book is a plain-text extraction, so figures are not available and some equation layouts are scrambled. Numbers below come from the book’s text and figure labels, cross-checked by equilibrium. Worked examples: Sample Problems 2.1 to 2.10 are included in short form. End-of-chapter problems are skipped. The vectorial treatment of equilibrium (Appendix G) and Castigliano’s method for redundant reactions (§5.9) are referenced by the chapter but not covered here. Where a value is rebuilt from figure labels rather than stated in the text, the guide says so. Added background is in blockquotes marked as such.

0. Overview

Chapter 2 is about getting the loads right before any stress analysis. A sophisticated stress or deflection analysis is of little value if it starts from wrong loads (§2.1). The chapter covers equilibrium and free-body diagrams at every level (whole machine, subassembly, single part, internal section), beam load, shear, and moment diagrams, the force flow concept for finding critical sections, load division between redundant supports, and failure of redundant ductile structures.

Core definitions and vocabulary

  • Equilibrium equations: ∑F=0\sum F = 0, ∑M=0\sum M = 0 for a nonaccelerating body (2.1). ∑F=ma\sum F = ma, ∑M=Iα\sum M = I\alpha for an accelerating body (2.2) (§2.2).
  • Free-body diagram: a member, or a portion of it cut at a section, drawn in equilibrium under all loads external to it. At a cut, these include the internal loads applied by the removed portion (§2.2, SP 2.5, Fig. 2.12 comment).
  • Internal loads: forces and moments acting at a section inside a member, found from a free body of one side of the section (SP 2.5).
  • Three-force member: member loaded by three forces. For equilibrium their lines of action meet at one point (SP 2.6).
  • Torque ratio RR: Tout/TinT_{out}/T_{in}. Equal to the speed ratio ωin/ωout\omega_{in}/\omega_{out} only without friction losses (SP 2.3, SP 2.4).
  • Beam loading: lateral loading of members that are long compared with their cross-section. Torsion, axial load, or both may also be present (§2.3).
  • Positive shear VV: the portion left of the section tends to move up relative to the portion right of it (§2.3, Fig. 2.10a).
  • Positive bending moment MM: top of a horizontal beam in compression, bottom in tension. The beam “smiles” (§2.3).
  • Critical section: section subjected to the most severe loading (§2.4, SP 2.8).
  • Force flow concept: follow the “lines of force” (approximate force paths found by inspection) through the parts and mark each section suspected of being critical (§2.4).
  • Double shear: a pin loaded across two surfaces in parallel, each carrying half the load (SP 2.9).
  • Hoop tension: circumferential tensile loading around a hole caused by distributed bearing loads (SP 2.9, Fig. 2.15).
  • Redundant support: a support that could be removed while the member stays in equilibrium (§2.5).
  • Spring rate (stiffness): force per unit deflection. For an axial bar, AE/LAE/L (§2.5).
  • Tangent modulus: slope of the stress-strain diagram at a particular stress level (§2.6, footnote 2).

Key relations (all in book)

  • Equilibrium: (2.1), (2.2), on each of three mutually perpendicular axes (§2.2).
  • Beam rules: shear = slope of moment diagram, load intensity = slope of shear diagram, change in shear = area under load diagram, change in moment = area under shear diagram (§2.3).
  • Redundant supports share load in proportion to their stiffness (§2.5).
  • Ductile redundant structures yield generally only when all parallel paths reach their yield strengths (§2.6).

1. Introduction: Why Loads Come First (§2.1)

Physical picture: machine and structural components carry loads, so load analysis is the first step. A component cannot be satisfactory unless its design is based on realistic operating loads (§2.1).

SituationHow loads are foundBook example
Known operating torque and speedReadily determinedEngines, compressors, electric generators
Loads depend on environment and operatorDifficult to determineAutomotive chassis (road surface, driving practice), airplane structure (turbulence, pilot decisions)
Uncertain service loadsExperimental methods give a statistical definition of applied loadsNot specified
Service failures availableFailure records plus strength analysis infer reasonable load estimatesNot specified

2. Equilibrium Equations and Free-Body Diagrams (§2.2)

Physical picture: once some applied loads are known or estimated, equilibrium gives the loads at every other point. The same method works at every level: a whole automobile, a transmission inside it, a countershaft inside the transmission, and an internal section of a member (§2.2, SP 2.4 comment 1).

Governing equations

Nonaccelerating body:

∑F=0and∑M=0(2.1)\sum F = 0 \quad \text{and} \quad \sum M = 0 \tag{2.1}

Accelerating body:

∑F=maand∑M=Iα(2.2)\sum F = ma \quad \text{and} \quad \sum M = I\alpha \tag{2.2}

FF force, MM moment, mm mass, aa linear acceleration, II mass moment of inertia, α\alpha angular acceleration.

Assumptions and validity range

  • The equations apply to each of any three mutually perpendicular axes (X, Y, Z). Many problems involve only one or two axes (§2.2).
  • In SP 2.5 the book assumes deflections do not change the geometry significantly. Deflection of the member in Fig. 2.5a would reduce the moment aFaF, usually insignificantly.

Solution workflow (FBD method)

  1. Isolate the body (or the part on one side of a cut) and draw every external load on it.
  2. Use the action-reaction principle at every interface (force of A on B equals and opposes force of B on A).
  3. Take moments about a point that removes unknowns (book choices: rear tire contacts, bearing I, the pivot pin, the intersection point of two lines of action).
  4. Apply force sums for the remaining unknowns.
  5. Check that every free body, including housings and frames, is balanced in forces and moments.

Sample Problem 2.1, Car at Constant Speed (pp. 46 to 47)

Given: 3000-lb car, 60 mph, aerodynamic drag 16 hp. Wheelbase 100 in, CG 50 in ahead of the rear axle and 20 in high, center of pressure (CP) 25 in high (Fig. 2.1). Find ground reactions on front and rear wheels.

Assumptions: constant speed, rear-wheel drive, no vertical aerodynamic forces, no tire rolling resistance.

  1. Drag force: hp=FdV/33,000\text{hp} = F_d V/33{,}000 with VV in ft/min. 16=Fd(5280)/33,00016 = F_d(5280)/33{,}000, so Fd=100F_d = 100 lb.
  2. ∑F=0\sum F = 0 along the motion: road thrust on the tires Ft=100F_t = 100 lb forward, split between the rear wheels.
  3. Moments about the rear tire contacts: (3000)(50)−(100)(25)−Wf(100)=0(3000)(50) - (100)(25) - W_f(100) = 0, so Wf=1475W_f = 1475 lb.
  4. Vertical forces: Wr=3000−1475=1525W_r = 3000 - 1475 = 1525 lb.

Comments: parked, Wf=Wr=1500W_f = W_r = 1500 lb. At 60 mph the drag and thrust form a front-lifting couple of 100×25100 \times 25 lb·in, balanced by 25 lb shifted to the rear wheels. Vertical aerodynamic forces matter at high speed (spoilers, wings). Thrust is not μW\mu W on the driving wheels, but it cannot exceed it. Traction holds while μ≥100/1525=0.066\mu \ge 100/1525 = 0.066.

Sample Problem 2.2, Car Under Acceleration (pp. 47 to 48)

Given: same car at 60 mph, full throttle, 96 hp. Find wheel reactions and acceleration.

Assumptions: rotational inertia of wheels, flywheel, and other rotating parts is equivalent to 7 percent more car weight (high gear). Rear wheels develop the needed traction.

  1. 16 hp maintains speed, so 80 hp is available for acceleration.
  2. Only 100/107 of it accelerates the car linearly: 80(100/107)=74.880(100/107) = 74.8 hp.
  3. By proportion with 16 hp giving 100 lb: extra thrust =467.5= 467.5 lb. Total Ft=567.5F_t = 567.5 lb.
  4. From Eq. (2.2): a=F/m=Fg/W=(467.5)(32.2)/3000=5.0a = F/m = Fg/W = (467.5)(32.2)/3000 = 5.0 ft/s².
  5. The 467.5-lb inertia force acts rearward at the CG and shifts 93.5 lb from front to rear (Fig. 2.2): Wf=1381.5W_f = 1381.5 lb, Wr=1618.5W_r = 1618.5 lb.

Check of step 5 (the book leaves it to the reader): 467.5×20/100=93.5467.5 \times 20/100 = 93.5 lb.

Comment: traction holds while μ≥567.5/1617=0.351\mu \ge 567.5/1617 = 0.351 (the book’s denominator is 1617 lb, Fig. 2.2 shows 1618.5 lb, same result).

Sample Problem 2.3, Power Train Components (pp. 48 to 49)

Given: engine delivers torque TT, transmission torque ratio RR (Fig. 2.3, one line: front-engine, rear-drive engine, transmission, and propeller shaft with moments about the X axis). Find loads, excluding gravity.

Assumptions: engine supported at two points, component weights neglected, transmission friction neglected.

MemberTorques acting on it
TransmissionTT in from the engine, reaction RTRT from the propeller shaft, so the engine structure must apply RT−TRT - T to the housing
EngineTT and RT−TRT - T from the transmission (action-reaction), so the frame applies RTRT through the engine mounts
Propeller shaftEqual and opposite torques RTRT at its two ends

Sample Problem 2.4, Transmission Components (pp. 50 to 52)

Given: T=3000T = 3000 lb·in input, low gear R=Tout/Tin=2.778R = T_{out}/T_{in} = 2.778 (Fig. 2.4, one line: (a) whole transmission, (b) mainshaft, (c) countershaft, (d) housing). Gears A and C are 2¼ in diameter, B and D are 3¾ in. Input gear A drives countershaft gear B, countershaft gear C drives output gear D. Mainshaft on bearings I and II, countershaft on III and IV.

Assumptions: tooth forces tangential only (radial and axial components neglected, covered in Ch. 15 and 16). Steady input and output torques.

  1. Whole transmission (Fig. 2.4a): output RT=8333RT = 8333 lb·in, so the housing must react RT−T=5333RT - T = 5333 lb·in. This holds for any transmission of R=2.778R = 2.778, including hydraulic or electric ones. A design with no path for this reaction torque to the housing cannot work.
  2. Gear A force: 3000/1.125=26673000/1.125 = 2667 lb. Countershaft torque: 2667×1.875=50002667 \times 1.875 = 5000 lb·in. Gear C force: 5000/1.125=44445000/1.125 = 4444 lb.
  3. Output torque: 4444×1.875=83334444 \times 1.875 = 8333 lb·in. Check by diameter ratios: 3000×(334/214)×(334/214)=83333000 \times (3\tfrac{3}{4}/2\tfrac{1}{4}) \times (3\tfrac{3}{4}/2\tfrac{1}{4}) = 8333 lb·in.
  4. Bearing II, moments about bearing I: (2667)(2)−(4444)(7)+FII(9)=0(2667)(2) - (4444)(7) + F_{II}(9) = 0, so FII=2864F_{II} = 2864 lb.
  5. Bearing I from ∑F=0\sum F = 0 (or ∑MII=0\sum M_{II} = 0): 1087 lb. Countershaft bearing reactions follow the same way.
  6. Housing (Fig. 2.4d): loaded only by the four bearings and the bolts to the engine. It is a free body in equilibrium.

Note: with friction, the speed ratio ωin/ωout\omega_{in}/\omega_{out} is slightly greater than the torque ratio (SP 2.4 statement).

Sample Problem 2.5, Internal Loads (pp. 52 to 53)

Cut each member at section AA and take one side as a free body.

MemberLoads at section AA
Fig. 2.5, force FF applied at offset aa from the sectionForce FF and bending moment FaFa
Fig. 2.6, bracket from a fixed support, arms aa and bbShear force FF, bending moment FaFa, torque FbFb

Assumption: deflections do not change the geometry significantly.

Sample Problem 2.6, Three-Force Member, Bell Crank (pp. 54 to 55)

Given: bell crank (link 2) pivots on fixed frame (link 1). Horizontal rod (link 3) applies F32=40F_{32} = 40 lb at the top. Rod at 30° (link 4) applies F42F_{42} at the bottom. Subscript convention: F32F_{32} is the force applied by link 3 to link 2. Find F42F_{42} and F12F_{12}.

Assumptions: frictionless pins, no acceleration.

Analytical:

  1. Moments about the pivot: 40×112=F42×140 \times 1\tfrac{1}{2} = F_{42} \times 1, so F42=60F_{42} = 60 lb.
  2. V12=60sin⁡30°=30V_{12} = 60 \sin 30° = 30 lb. H12=40+60cos⁡30°=92H_{12} = 40 + 60\cos 30° = 92 lb.
  3. F12=302+922=97F_{12} = \sqrt{30^2 + 92^2} = 97 lb, upward and to the right at tan⁡−1(30/92)=18°\tan^{-1}(30/92) = 18°.

Graphical:

  1. Moments about point 0 (intersection of the two known lines of action) must vanish, so F12F_{12} must also pass through 0.
  2. Draw F32F_{32} to scale, draw the F12F_{12} direction through one end and the F42F_{42} direction through the other, and scale off the magnitudes (force polygon, Fig. 2.8).

Sample Problem 2.7, Human Finger as Three-Force Member (pp. 55 to 56)

Given: 10-lb pinch at the fingertip, moment arm 3 in about pivot 0. Tendon force FtF_t acts at 0.5 in (Fig. 2.9).

Assumptions: load carried only by tendon and bone, no acceleration, finger weight neglected.

  1. Tendon arm is one-sixth of the pinch arm, so Ft=60F_t = 60 lb.
  2. Force polygon: bone compression (proximal phalanx on metacarpal) about 55 lb, enough to crush deteriorated arthritic bone.

Decision rules

SituationMethodWhy
Unknowns at several pointsMoments about a point that eliminates the most unknownsOne equation, one unknown
Three-force member, one force known fully, one in direction onlyAnalytical (3 equations, 3 unknowns) or graphical force polygonConcurrency fixes the third line of action
Load inside a memberCut at the section, free body of one sideInternal loads become external to the free body
Device with internal partsFBD of the whole unit firstEquilibrium of the whole is independent of what is inside (SP 2.4)

3. Beam Loading (§2.3)

Physical picture: a beam carries lateral loads. Each case uses three diagrams: external loads, internal transverse shear VV, and internal bending moment MM. Reactions come first from ∑M=0\sum M = 0 and ∑F=0\sum F = 0, with a distributed load ww over length bb replaced by a concentrated load wbwb at the middle of bb (§2.3).

Sign convention (recommended, arbitrary) (§2.3)

  • Draw the shear diagram from left to right, following the direction of the applied loads. An upward load steps VV up, a downward load steps it down.
  • The shear diagram must return to zero at the right-end reaction.
  • Positive VV: left portion tends to move up relative to the right portion.
  • Positive MM: top fiber in compression, bottom in tension (“smile”).

The four load-shear-moment rules (§2.3)

  1. Shear VV at any point = slope of the moment diagram: V=dM/dxV = dM/dx.
  2. Local load intensity at any point = slope of the shear diagram. Point supports give a theoretically infinite force intensity, so the shear diagram is vertical there.
  3. Change in shear between two points = area under the load diagram between them.
  4. Change in moment between two points = area under the shear diagram between them.

Per-case formulas (Fig. 2.10)

CaseReactionsMaximum moment
(a) Concentrated FF at distance aa from left support, bb from right, span LLR1=Fb/LR_1 = Fb/L, R2=Fa/LR_2 = Fa/LFab/LFab/L under the load
(b) Uniform ww over length bb ending at one support, starting aa from the other (L=a+bL = a + b)Far support: wb2/2Lwb^2/2L. Support at loaded end: wb(a+b/2)/Lwb(a + b/2)/Lwb22L(a+b24L)\dfrac{wb^2}{2L}\left(a + \dfrac{b^2}{4L}\right) at zero shear, b2/2Lb^2/2L into the loaded length

Case (b) moment and zero-shear location are rebuilt from the Fig. 2.10b labels. The book asks the reader to verify all Fig. 2.10 expressions as a review exercise.

Sample Problem 2.8, Transmission Countershaft (pp. 58 to 60)

Given: countershaft of SP 2.4 (Fig. 2.11). Gear loads 2667 lb at B and 4444 lb at C, bearing reactions 1087 lb and 2864 lb. Spacing 2 in, 5 in, 2 in along the shaft. Find the critical section and its loads.

Assumptions: uniform rotation. Transverse shear stresses negligible compared with bending and torsional shear stresses.

  1. Load diagram is in equilibrium in the plane of the paper.
  2. Shear diagram values: 1087 lb, 1580 lb, 2864 lb. Moment diagram peaks: 2174 lb·in at B and 5728 lb·in at C, of opposite sign.
  3. Torque: (4444)(2.25/2)=(2667)(3.75/2)=5000(4444)(2.25/2) = (2667)(3.75/2) = 5000 lb·in, acting only between the gears. Zero outboard of the gears (bearing friction neglected).
  4. Critical section: just beside gear C on the side toward gear B, where maximum torque meets essentially maximum bending.
  5. Loads there (Fig. 2.12): T=5000T = 5000 lb·in, M=5728M = 5728 lb·in (actually slightly less, depending on gear C width), V=1580V = 1580 lb.

Comment: the left portion of the shaft is a free body in equilibrium under the external loads plus the internal loads from the right portion. Transverse shear is unimportant compared with bending except for extremely short shafts.

Limiting cases and sanity checks

  • Shear diagram closes to zero at the last support. Moment diagram is zero at simple supports.
  • Moment peaks where shear crosses zero (rule 1).
  • Torque is zero outboard of the torque-transmitting elements.

4. Locating Critical Sections: Force Flow Concept (§2.4)

Physical picture: in simple members the critical section is obvious. In complex parts several sections may be critical. Follow the approximate force paths through each part and flag every bottleneck, turn, and contact surface on the way (§2.4).

Sample Problem 2.9, Yoke Connection (pp. 60 to 62)

Given: fork (two prongs, thickness bb each), blade (thickness 2b2b), pin, loaded in tension by FF (Fig. 2.13). Find critical sections (Fig. 2.14, one line: dashed force flow lines with circled critical areas 1 to 7 along fork, pin, and blade).

Assumptions: weight ignored. Load splits equally between prongs and equally between the two sides of each hole. Distributed loads shown as concentrated. Deflections do not change load distribution. Snug pin fit.

AreaLocationLoadingNote
1Fork bodyTensionFirst section on the path
2Fork across the holesTension on reduced areaFF splits into four identical paths, each of area 12(m−a)b\tfrac{1}{2}(m - a)b
3Fork end beyond the holeShearTurning flow tends to “push out” the end segments
4, 4’Fork-hole and pin surfacesBearingEqual bearing loads also at pin and blade-hole surfaces
5Pin, two surfacesDirect shear, double shearEach surface carries F/2F/2
6Pin centerMaximum bending momentBearing loads load the pin as a beam
4’, 3, 2, 1BladeSame as forkFlow leaves the pin through like-numbered blade sections
7Around the holeHoop tensionBearing load is distributed over the hole surface (Fig. 2.15)

Caveats on the simple assumptions (SP 2.9 comments)

  • Section 2 is not in uniform tension. Bending adds tension at the hole surface and subtracts at the outer surface.
  • Bearing pressure on 4 and 4’ is not uniform. It depends on pin fit and member rigidity. Pin bending puts the highest bearing load near the fork-blade interfaces, and a close fit restrains pin bending.

Three needs this example illustrates (§2.4)

  1. Make reasonable simplifying assumptions and get usable answers quickly.
  2. Remember those assumptions and interpret results accordingly.
  3. Judge whether the simple solution is adequate or a more advanced analysis or experiment is justified.

5. Load Division Between Redundant Supports (§2.5)

Physical picture: with redundant supports there are more unknowns than equilibrium equations, so statics alone cannot give the support loads. Each redundant support adds stiffness and carries load in proportion to its stiffness (§2.5).

Governing relations

For supports deflecting together by δ\delta:

Pi=kiδ,δ=P∑ki,Pi=ki∑kiPP_i = k_i \delta, \qquad \delta = \frac{P}{\sum k_i}, \qquad P_i = \frac{k_i}{\sum k_i} P

Axial bar stiffness: k=AE/Lk = AE/L.

The book states the proportionality in words and works it with numbers. The symbolic form above is a restatement of that example.

Book example, weight on two springs (Fig. 2.17)

  1. 100-lb weight, top spring in tension k1=10k_1 = 10 lb/in, bottom spring in compression k2=40k_2 = 40 lb/in, both stress-free without the load.
  2. Both deflect by δ\delta: ∑F=0\sum F = 0 gives 10δ+40δ=10010\delta + 40\delta = 100, δ=2\delta = 2 in.
  3. Spring forces: 20 lb (top) and 80 lb (bottom), in proportion to stiffness.

Adding a stiff wire (same example)

  1. Steel wire inside the top spring: 10 in long, 0.020 in diameter, A=0.000314A = 0.000314 in².
  2. Wire rate AE/L≈942AE/L \approx 942 lb/in. Total stiffness 992 lb/in.
  3. Wire load: (942/992)(100)=95(942/992)(100) = 95 lb. Stress P/A=95/0.000314≈303,000P/A = 95/0.000314 \approx 303{,}000 psi, above its probable tensile strength, so it breaks or yields.

Rule: make the strengths of redundant load-carrying members roughly proportional to their stiffnesses (§2.5).

Angle iron with welded web (Fig. 2.18)

  • A welded triangular web reduces angular deflection but may add stiffness far out of proportion to its strength.
  • Cracks at the weld remove the added stiffness and can propagate into the main angle, so the “reinforcement” weakens the part.
  • Converse fix: removing stiff but weak portions (thin webs in a casting) can cure failures, if the remaining material can carry the extra load and the extra deflection is acceptable.

Methods for redundant reactions

CaseMethodWhere
Completely elastic systemCastigliano’s method§5.9
Ductile failure of redundant supportsForce flow with load redistribution§2.6

6. Force Flow Concept Applied to Redundant Ductile Structures (§2.6)

Physical picture: parallel redundant paths share load by stiffness. What happens near failure depends on ductility (§2.6).

Path materialBehavior as load risesWhyFailure of whole structure
BrittleOne path fractures first and dumps its load on the others, which then fracture in turnNo yielding to relieve the stiffest pathCascade to failure of all paths
DuctileOne path yields first, its stiffness drops to the tangent modulus, and load moves to other pathsYielding lowers stiffness of the overloaded pathGeneral yielding only when all parallel paths reach their yield strengths

Sample Problem 2.10, Triple-Riveted Butt Joint (pp. 64 to 67)

Given: two plates butted together, top and bottom straps each two-thirds of plate thickness, same material. Three rows of rivets per plate (outer, middle, inner), pattern repeats every pitch (Fig. 2.19, one line: (a) whole joint, (b) to (f) force flow through plate, rivets, straps, and the complete flow diagram).

Assumptions: weight ignored, load even across the width (no misalignment), snug rivet fit.

  1. The structure is redundant: any one row could satisfy statics.
  2. Plate force flow: the outer row section (one hole per pitch) carries the full load. The middle row section (two holes) carries all load not taken by the outer row. The inner row section carries only the inner row’s share.
  3. Each rivet path crosses five critical sections in series: reduced plate tensile area, rivet bearing on plate, rivet shear, rivet bearing on strap, reduced strap tensile area.
Critical areaLocationWhy critical
1Plate, reduced section at outer rowAll three paths cross it. Failure severs every path
2Plate, reduced section at middle rowTwo paths cross it, on less area than at 1
(none)Plate at inner rowOne path on an area equal to that at 2, so no failure possible
3Strap, reduced section at outer rowOnly place strap tension can fail, given plate and strap thicknesses
4 to 9RivetsEach rivet fails in shear or at its weaker bearing area. Outer row: single shear, strap bearing (strap thinner than plate). Middle and inner rows: double shear, plate bearing (two straps together are thicker than the plate)
  1. Ductile material lets slight local yielding redistribute load, so the joint fails only when the load exceeds the combined capacity of all three paths. Three ways:
    • (a) Tensile failure at 1.
    • (b) Simultaneous failure of the weakest link in each of the three paths.
    • (c) Simultaneous failure at 2 and at the weakest link of the outer path (3, 4, or 5).

7. Common Exam Traps

  • “Wheel thrust equals the coefficient of friction times the weight on the driving wheels.” False. Thrust comes from equilibrium. μW\mu W is only the upper limit for traction (SP 2.1 comment 2).
  • “Front and rear axle loads at speed equal the parked loads.” False. Drag at CP height shifts 25 lb rearward at 60 mph, and acceleration shifts another 93.5 lb (SP 2.1, SP 2.2).
  • “All extra engine power goes into linear acceleration.” False. Rotating parts act like 7 percent more weight in high gear, so only 100/107 of the excess power accelerates the car (SP 2.2).
  • “Vertical aerodynamic forces can always be ignored.” Only in the simplified analysis. They matter at high speed (spoilers, wings) (SP 2.1 comment 1).
  • “A transmission works if its gearing is right.” It must also pass the reaction torque RT−TRT - T to the housing. The whole-unit FBD is independent of the internals (SP 2.4).
  • “The engine mounts react the engine torque TT.” False. The frame applies RTRT to the engine through the mounts (SP 2.3).
  • “Torque ratio equals speed ratio.” Only without friction. With friction losses the speed ratio is slightly greater (SP 2.4).
  • “Gear tooth forces are purely tangential.” A simplification. Radial and axial components exist (Ch. 15 and 16) (SP 2.4).
  • “The three forces on a three-force member can act anywhere.” False. Their lines of action must meet at one point (SP 2.6).
  • “The critical section of a shaft is where shear is largest.” False. It is where maximum torque meets near-maximum bending. Transverse shear matters only for extremely short shafts (SP 2.8).
  • “Torque acts along the whole shaft.” False. It is zero outboard of the gears when bearing friction is neglected (SP 2.8).
  • “Section 2 of a yoke is in uniform tension and bearing pressure on the pin is uniform.” Both are simplifications. Bending adds tension at the hole surface, and bearing load peaks near the fork-blade interfaces (SP 2.9 comments).
  • “The yoke pin is in single shear with load FF.” False. It is in double shear, F/2F/2 on each surface (SP 2.9).
  • “Redundant support loads follow from statics.” False. More unknowns than equations. Load divides in proportion to stiffness (§2.5).
  • “Adding a stiff member always strengthens a structure.” False. The stiff wire took 95 lb and failed at about 303,000 psi. A welded web can crack and weaken an angle iron. Strength should be proportional to stiffness (§2.5).
  • “A ductile redundant structure fails when its first path yields.” False. General yielding needs all parallel paths at yield strength. Brittle paths cascade instead (§2.6).
  • “A riveted joint fails at its single weakest section.” Ductile joints redistribute load. Failure needs all three paths to go: tension at 1, all three weakest links, or 2 plus the outer-path weak link (SP 2.10).
  • “Member deflection never changes the moment arm.” It is an assumption. Deflection reduces aFaF in Fig. 2.5a, usually insignificantly (SP 2.5).

8. Quick-Reference Summary

Start every load problem with a free-body diagram of the largest unit, then work inward: subassembly, part, internal section. Use (2.1) for steady operation and (2.2) when the body accelerates, with a=Fg/Wa = Fg/W in gravitational units. Convert power to force with hp =FV/33,000= FV/33{,}000 (V in ft/min) or to torque with Ch. 1 Eqs. (1.2), (1.3). For three-force members use concurrency. For shafts and beams draw load, shear, moment, and torque diagrams and look for the section where torque and bending peak together. For complex parts follow the force flow and list every tension, shear, bearing, bending, and hoop-tension area. When supports are redundant, statics is not enough: split load by stiffness for elastic supports (Castigliano in §5.9 for general elastic cases), and for ductile structures check combined path capacity.

Workflow A, vehicle axle loads (SP 2.1, SP 2.2)

  1. Drag force from drag power: Fd=33,000 hp/VF_d = 33{,}000\,\text{hp}/V (V in ft/min).
  2. Thrust from ∑F\sum F along the motion (add inertia force mama when accelerating).
  3. Front axle load from moments about the rear tire contacts (drag at CP height, inertia at CG height).
  4. Rear axle load from vertical ∑F\sum F.
  5. Traction check: μ≥Ft/Wdrive\mu \ge F_t / W_{drive}.

Workflow B, acceleration from excess power (SP 2.2)

  1. Excess power = available power minus road-load power.
  2. Scale by 100/107 for rotational inertia (high gear).
  3. Extra thrust by proportion with the known thrust-power pair at that speed.
  4. a=Fg/Wa = F g / W.

Workflow C, gearbox loads (SP 2.3, SP 2.4)

  1. Whole unit: output torque RTRT, housing reaction RT−TRT - T.
  2. Tooth force = torque / pitch radius at each mesh.
  3. Shaft torque between gears from the driven gear’s force times its radius.
  4. Bearing reactions: moments about one bearing, then ∑F\sum F.
  5. Check that the housing is a balanced free body.

Workflow D, shaft critical section (SP 2.8)

  1. Load diagram in equilibrium.
  2. Shear diagram left to right, closing at zero.
  3. Moment diagram by shear areas.
  4. Torque diagram between torque-transmitting elements.
  5. Pick the section with max torque and near-max moment. Record TT, MM, VV.

Workflow E, redundant elastic supports (§2.5)

  1. Find each support stiffness (kk, or AE/LAE/L for a bar).
  2. Common deflection δ=P/∑k\delta = P/\sum k.
  3. Support loads kiδk_i\delta.
  4. Stress in each support, compare with its strength.
  5. If one support is overloaded, match strengths to stiffnesses or remove the stiff weak member.

Key Takeaways

  • Correct loads come before any stress analysis (§2.1).
  • Free-body diagrams work at every level, from a whole car to an internal section (§2.2).
  • A transmission must pass reaction torque RT−TRT - T to its housing (SP 2.4).
  • Three-force members have concurrent lines of action (SP 2.6).
  • Shear is the slope of moment, load intensity the slope of shear, and diagram changes equal areas (§2.3).
  • Shaft critical section: max torque together with near-max bending (SP 2.8).
  • Redundant supports share load by stiffness, so strengths should follow stiffnesses (§2.5).
  • Ductile redundant structures fail only when all paths reach capacity (§2.6).

Quick-Reference Table

QuantityFormulaUnitsWhen to use
Static equilibrium∑F=0\sum F = 0, ∑M=0\sum M = 0 (2.1)lb, N, lb·in, N·mNonaccelerating body, each axis
Dynamic equilibrium∑F=ma\sum F = ma, ∑M=Iα\sum M = I\alpha (2.2)lb, N, lb·in, N·mAccelerating body
Acceleration from forcea=F/m=Fg/Wa = F/m = Fg/Wft/s², m/s²Weight given instead of mass (SP 2.2)
Force from powerhp=FV/33,000\text{hp} = FV/33{,}000hp, lb, ft/minDrag or thrust from power (SP 2.1)
Traction limitμ≥Ft/Wdrive\mu \ge F_t / W_{drive}dimensionlessWheel slip check (SP 2.1, 2.2)
Transmission output torqueRTRT, housing reaction RT−TRT - Tlb·in, N·mAny transmission, any internals (SP 2.3, 2.4)
Tooth forceF=T/rF = T / rlb, NTangential gear load (SP 2.4)
Two-stage gear output torqueTin(DB/DA)(DD/DC)T_{in}(D_B/D_A)(D_D/D_C)lb·in, N·mCountershaft gearbox (SP 2.4)
Beam, concentrated load reactionsR1=Fb/LR_1 = Fb/L, R2=Fa/LR_2 = Fa/Llb, NFig. 2.10a
Beam, concentrated load max momentMmax=Fab/LM_{max} = Fab/Llb·in, N·mFig. 2.10a
Beam, partial uniform load reactionswb2/2Lwb^2/2L (far support), wb(a+b/2)/Lwb(a + b/2)/L (loaded end)lb, NFig. 2.10b
Shear-moment relationV=dM/dxV = dM/dxlb, NRule 1, §2.3
Load-shear relationload intensity = slope of VV diagramlb/in, N/mRule 2, §2.3
Diagram areasΔV\Delta V = load area, ΔM\Delta M = shear arealb, lb·inRules 3 and 4, §2.3
Bar stiffnessk=AE/Lk = AE/Llb/in, N/mRedundant axial member (§2.5)
Load share, redundant supportsPi=(ki/∑k)PP_i = (k_i/\sum k)Plb, NParallel elastic supports (§2.5)
Axial stressσ=P/A\sigma = P/Apsi, PaCheck each support (§2.5)
Pin in double shearF/2F/2 per shear surfacelb, NYoke and clevis pins (SP 2.9)