Library / Engineering
Machine Elements and Mechanical Design
Choosing materials, joints, drives, bearings, seals and structures that carry their loads and last.
Start readingInside this book
Chapters
- 01Choosing metals for engineered parts: steels, stainless, aluminium, copper alloys and specialty metalsMaterial choice fixes a part's strength, stiffness, weight, corrosion life and cost. How to read the main metal families and grades, and how to choose and specify them with confidence.
- 02Heat treatment and surface hardening explained for designers and buyersA drawing that just says "harden" invites cracked, distorted or soft parts. How heat treatment works, which process suits which part, and how to specify and verify the result.
- 03Protecting metal parts from corrosion and wear: coatings, design details and surface rebuildingMost metal parts fail at the surface. How corrosion and wear happen, how to choose coatings and platings for the environment, design out corrosion traps, and rebuild worn surfaces.
- 04Structural steel sections and grades in Australia: reading designations and choosing the right shapeHow Australian structural steel sections and grades are designated, what section properties mean, why shape matters for bending, buckling and torsion, and what to check on compliance.
- 05Designing against fatigue: why parts crack under loads they can easily carryHow fatigue cracks start and grow, S-N curves and endurance limits, the effects of mean stress, notches, surface finish and welds, and practical design rules that prevent fatigue failures.
- 06Pressure vessels and thin-walled cylinders: stresses, design codes, relief valves and inspectionWhy pressurised cylinders split lengthwise, how hoop and longitudinal stresses are calculated, how vessels are designed to codes, and how relief valves and inspection keep them safe.
- 07Choosing a joining method: bolting, welding, riveting, adhesives and brazing comparedHow parts are joined decides strength, cost, weight, serviceability and corrosion life. How to compare bolting, welding, riveting, bonding and brazing, and choose the right one.
- 08Choosing fasteners and threads: thread systems, grades, screws for sheet and plastics, inserts and pinsFasteners are cheap, numerous and easy to get wrong. How to identify thread systems, read grades, choose screws, inserts and pins, and cut fastener variety without cutting reliability.
- 09Bolted joints that stay tight: preload, torque, fatigue and lockingA bolt holds a joint by clamping it. How preload works, why torque is an unreliable proxy, how to resist fatigue and loosening, and how to specify bolted joints that last in service.
- 10Designing adhesive bonded joints: adhesive types, joint geometry, surface preparation and process controlHow to design bonded joints that last: choosing among epoxies, acrylics, polyurethanes and anaerobics, loading joints in shear not peel, preparing surfaces, controlling cure and proving durability.
- 11Shafts, keys, couplings and alignment: connecting rotating machinery reliablyShafts crack at keyways and shoulders, couplings wear and misalignment quietly destroys bearings and seals. How to size shafts, join hubs, choose couplings and align machines properly.
- 12Retaining rings and circlips: choosing types, designing grooves and installing them so they stay putHow internal and external circlips, E-clips, spiral rings and push-on rings locate parts on shafts and in bores, how grooves and abutting parts set their capacity, and how to avoid common failures.
- 13Selecting bearings and lubrication for reliable machines: types, life, fits, sealing and failure causesMost bearings fail from contamination, poor lubrication or bad fitting, not fatigue. How to choose bearing types, size them for life, fit, seal and lubricate them, and diagnose failures.
- 14Gears and gearboxes: choosing reducers and geared motors that lastA gearbox chosen on ratio and price alone can overheat, waste energy or let a load run back. How gear types differ and how to select, install and maintain reducers and geared motors.
- 15Belt or chain drive: selecting, installing and maintaining flexible power transmissionBelt and chain drives are simple until they slip, stretch or wreck bearings. How to choose between them, size a drive properly, set tension and alignment, and maintain it for long life.
- 16Power screws and linear motion: leadscrews, ball screws, linear guides and camsTurning rotation into accurate straight-line motion is central to machines and automation. How to size leadscrews and ball screws, choose guides and actuators, and design cam motion.
- 17Clutches, brakes and torque limiters: choosing, sizing and keeping them safeHow friction, positive, one-way and electromagnetic clutches and brakes work, sizing for torque, energy and heat, why fail-safe brakes matter and how torque limiters protect drives.
- 18Specifying springs that work, last and are easy to make and assembleSprings look simple, yet poorly specified ones sag, break, jam in bores and slow assembly. How to calculate rate and stress, choose materials and ends, and specify springs makers can build.
- 19O-rings and static seals: gland design, materials, gaskets and why seals failHow O-rings seal, how to size the groove for squeeze and fill, choosing elastomers for fluids and temperatures, back-up rings, gaskets and sealants, and how to read seal failures.
- 20Hydraulic fittings and hose assemblies: connection types, sealing and leak-free installationHow the main hydraulic connection types seal, why mixing look-alike fittings causes leaks, how to specify and route hose assemblies, and the cleanliness and safety practices that matter.
- 21Selecting electric motors and drives: sizing, efficiency, starting, enclosures and variable speedA motor's running cost usually dwarfs its price. How to size motors for the load, choose enclosures and starting methods, use variable speed drives well and keep motors reliable.
These topic-based reading collections are organised alphabetically; chapters may be read in any order.
Apply This in Practice
Use these BIZOMAT tools to try the method from this reading with your own numbers.
Explained in this book
Bearing Fleet Spares Plan (Rating Life, Weibull Failures, Spares for a Service Level)
Turns the L10 rating life this chapter explains into expected failures across a group of bearings and the spares to hold.
Applies this method
Ball Screw Critical Speed and Buckling
Checks a ball or lead screw’s critical (whirling) speed and buckling load from its root diameter, length and end fixing.
Used in Power screws and linear motion: leadscrews, ball screws, linear guides and cams
Applies this method
Bolted Joint Design Check (Preload, Separation, Proof and Fatigue)
Checks a preloaded joint for separation, proof load and fatigue from the bolt and member stiffness.
Used in Bolted joints that stay tight: preload, torque, fatigue and locking
Applies this method
Bolted Joint Fatigue Check
Works out alternating and mean bolt stress under a cycling load and the fatigue safety factor.
Used in Bolted joints that stay tight: preload, torque, fatigue and locking
Applies this method
Carburising Case Depth Plan (Total Case for a Ground Effective Case, Time at Temperature, Furnace Cost)
Plans the carburised case for a part that is ground after hardening: total case, time at temperature, cost and the case against the section.
Used in Heat treatment and surface hardening explained for designers and buyers
Applies this method
Countershaft Bearing Check (Gear Forces, Bearing Loads in Two Planes, L10 Life, Shaft Stress)
Works out bearing loads on a two-gear shaft from the tooth forces and mesh positions, then each bearing's L10 life and static safety factor.
Applies this method
Flexible Coupling Selection (Torque, Speed, Misalignment, Bore and Key)
Checks a flexible coupling for torque with a service factor, speed, misalignment and bore.
Used in Shafts, keys, couplings and alignment: connecting rotating machinery reliably
Applies this method
O-Ring Squeeze, Stretch and Gland Fill
Calculates O-ring squeeze, stretch and gland fill, the groove sizing this chapter explains.
Used in O-rings and static seals: gland design, materials, gaskets and why seals fail
Applies this method
Pressure Cylinder Wall Stress
Calculates hoop, radial and longitudinal wall stresses in a cylinder under internal pressure.
Used in Pressure vessels and thin-walled cylinders: stresses, design codes, relief valves and inspection
Applies this method
Retaining Ring Thrust Capacity and Groove Edge Margin
Checks the allowable thrust on a retaining ring and the groove edge margin.
Used in Retaining rings and circlips: choosing types, designing grooves and installing them so they stay put
Related Tools and Examples
Useful alongside
Ball Bearing Load Ratings from Geometry (Basic Dynamic and Static Ratings, L10 Life, Static Safety)
Shows where the catalogue rating C in this chapter’s life formula comes from: the ball bearing rating worked out from rows, contact angle and ball size and number.
Useful alongside
Ball-Screw Linear Axis Sizing
Sizes a ball-screw axis over a move cycle: screw speed, axial forces and motor torque.
Related to Power screws and linear motion: leadscrews, ball screws, linear guides and cams
Useful alongside
Bearing Defect Frequency Check (BPFO, BPFI, Ball Spin, Cage, Match to a Measured Peak)
Adds a check on vibration readings this chapter suggests adding to inspections: which bearing defect a spectrum peak matches.
Useful alongside
Bolt and Screw Grip Length Check (Grip Gauging Length, Body Length, Full Thread in the Joint)
Checks that a chosen screw length leaves the thread engagement this chapter recommends beyond the joint, and that full thread starts within the clamped parts.
Useful alongside
British Association (BA) Thread Basic Sizes and Limits (BS 93)
Gives the sizes and BS 93 limits of the British Association threads found on instruments and older British equipment, beside the threads this chapter lists.
Useful alongside
Classical V-Belt Power Rating (A, AX, B, BX, C, CX, D) and Number of Belts
Works out the power per belt this chapter divides into the design power, for classical and cogged vee belts, with the speed ratio, length and arc corrections.
Related to Belt or chain drive: selecting, installing and maintaining flexible power transmission
Useful alongside
Disc Spring Forces, Stresses and Fatigue Life (Corrected Outside Diameter, Critical Points, Life Equations)
Checks the fatigue life of the disc springs this chapter lists beside helical springs, with the stresses at their critical points and the life for the stress range.
Related to Specifying springs that work, last and are easy to make and assemble
Useful alongside
General Purpose Acme Thread Limits (Classes 2G, 3G, 4G)
Gives the screw and nut limits of size for the Acme threads this chapter offers as the inch power screw form, with the extra nut allowance for multi-start leadscrews.
Related to Power screws and linear motion: leadscrews, ball screws, linear guides and cams
Useful alongside
Induction Hardening Plan (Reference Depth, Frequency for the Case, Heating Energy and Power)
Puts numbers on induction hardening: reference depth at the generator frequency, the frequency for a case depth and the heating power.
Related to Heat treatment and surface hardening explained for designers and buyers
Useful alongside
Industrial Worm Gearing Proportions (Coarse Pitch: Diameters, Lead Angle, Face Width, Thread Length, Efficiency)
Shows why worm efficiency falls as the ratio rises and when a worm set back-drives, from the lead angle and friction, for the worm units this chapter compares with helical gearboxes.
Related to Gears and gearboxes: choosing reducers and geared motors that last
Useful alongside
Narrow V-Belt Power Rating (3VX, 5VX, 5V, 8V) and Number of Belts
Gives the rating per belt for the wedge (narrow) belts this chapter says carry more power than classical belts of the same width.
Related to Belt or chain drive: selecting, installing and maintaining flexible power transmission
Useful alongside
Riveted Joint Strength by Joint Type (Lap, Cover Plate and Butt Joints)
Gives the shear, tearing and crushing strength and the efficiency of the riveted lap and butt joints this chapter compares with other joints.
Related to Choosing a joining method: bolting, welding, riveting, adhesives and brazing compared
Useful alongside
Roller Bearing Load Ratings from Geometry (Basic Dynamic and Static Ratings, L10 Life, Static Safety)
Works out the roller bearing rating this chapter takes from the catalogue, and applies its 10/3 life exponent with the handbook’s warnings for heavy loads.
Useful alongside
Roller Chain Sprocket Tooth Form and Hob (ANSI B29.1M Seating Curve, Pressure Angles, Hob Diameter and Lead)
Shows the tooth form behind this chapter’s advice to replace hooked sprockets: the pressure angle falls from its new-chain value as the chain wears and rides higher.
Related to Belt or chain drive: selecting, installing and maintaining flexible power transmission
Useful alongside
Rolling Bearing Static Equivalent Load and Static Safety Factor
Adds the static check for bearings that stand under load or turn slowly, alongside the equivalent load and life method this chapter sets out.
Useful alongside
S.A.E. Straight-Sided Spline Fitting (Width, Depth, Minor Diameter, Torque Capacity)
Puts numbers on the splines in this chapter’s table of shaft and hub connections: dimensions for permanent and sliding fits and the torque they carry.
Related to Shafts, keys, couplings and alignment: connecting rotating machinery reliably
Useful alongside
Square, Modified Square and 60° Stub Thread Basic Sizes
Gives the basic sizes of the square, modified square and 60° stub forms, alternatives to the trapezoidal and Acme screws this chapter compares.
Related to Power screws and linear motion: leadscrews, ball screws, linear guides and cams
Useful alongside
Synchronous (Timing) Belt Rating — MXL Torque and XL to XXH Power, Teeth in Mesh, Width
Rates the synchronous (toothed) belts this chapter recommends for precise speed, including the loss of rating with too few teeth in mesh.
Related to Belt or chain drive: selecting, installing and maintaining flexible power transmission
Useful alongside
Trapped Liquid Thermal Pressure Check (Blocked-In Line Heating, Pipe Stretch, Relief Need)
Finds the pressure a warming liquid reaches in a shut-in pipe, the hoop stress it causes and whether a thermal relief is needed.
Related to Pressure vessels and thin-walled cylinders: stresses, design codes, relief valves and inspection
Useful alongside
Whitworth Thread Limits to BS 84 (BSW, BSF)
Works out the BS 84 bolt and nut limits for the BSW and BSF threads this chapter lists on older Australian and British machinery.