BIZOMAT MAKEOS · Strength

Hollow Shaft Conversion (Brittle Material, Size, Weight, Twist)

If I make this cast-iron (brittle) shaft hollow, what outside and bore diameters keep it as strong, how much weight do I save, and does it still fit and stay stiff enough?

Conversion of a solid shaft in a brittle material to a hollow one of equal strength: the solid diameter by the maximum-normal-stress method with shock factors and the hollow outside and bore diameters for the bore ratio (as the brittle and hollow shaft tool), wall thickness, mass per metre of both, angle of twist per metre for the torque, and checks against the largest outside diameter that fits, the least wall and your twist limit.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Bending momentN·mBending moment on the shaft.
TorqueN·mTorque on the shaft.
Shock factor, bendingShock and fatigue factor on bending.
Shock factor, torsionShock and fatigue factor on torsion.
Allowable tensile stressMPaAllowable tensile stress of the brittle material.
Bore ratio (inside ÷ outside)Bore diameter as a fraction of the outside diameter.
Material and limits
Densitykg/m³Density of the shaft material.
Shear modulusGPaShear modulus of the material (cast iron about 40 GPa).
Largest outside diameter that fitsmmLargest outside diameter the bearings or housing allow.
Least wall thicknessmmThinnest wall you accept for casting or machining.
Largest twist°/mLargest angle of twist per metre you accept.

What each input means

Open an input to see what it is, its units, the worked example and the common mistakes, with a small diagram.

What this means: Bending moment
Illustration: Bending momentA shaft with a curved arrow around it: torque Bending moment is the twisting effect, force times lever arm.Mtwisting effect= force × lever armExample: 300 N·mBending moment
What it is
The largest bending moment on the shaft at the section being sized, from a beam analysis of the shaft’s loads and bearings.
Units and format
Enter a number in N·m: newton-metres. The form accepts 0 N·m or more. Required: the tool does not calculate until every input is valid.
Example
The form opens with 300 N·m as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger moment increases the shaft diameter, which grows with roughly the cube root of the combined load.
Get it right
Enter newton-metres, not N·mm, and use the moment at the most heavily loaded section.
What this means: Torque
Illustration: TorqueA shaft with a curved arrow around it: torque Torque is the twisting effect, force times lever arm.Ttwisting effect= force × lever armExample: 500 N·mTorque
What it is
The torque carried by the shaft at that section, from the power and speed it transmits.
Units and format
Enter a number in N·m: newton-metres. The form accepts 0 N·m or more. Required: the tool does not calculate until every input is valid.
Example
The form opens with 500 N·m as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
More torque increases the diameter and the angle of twist.
Get it right
Enter newton-metres. The twist check uses this torque without the shock factor.
What this means: Shock factor, bending
Illustration: Shock factor, bendingTwo bars: a base value and the same value multiplied by Shock factor, bending, the factor.base valuewith factorKmExample: 1.5Shock factor, bending
What it is
The shock and fatigue factor applied to the bending moment for the type of loading, from your shaft design code or handbook.
Units and format
Enter a plain number with no unit. The form accepts 1 to 5. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.5 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
It multiplies the bending moment before sizing, so a larger factor gives a larger shaft.
Get it right
Take it from your design code for the loading type (steady, sudden or heavy shock).
What this means: Shock factor, torsion
Illustration: Shock factor, torsionTwo bars: a base value and the same value multiplied by Shock factor, torsion, the factor.base valuewith factorKtExample: 1Shock factor, torsion
What it is
The shock and fatigue factor applied to the torque for the type of loading, from your shaft design code or handbook.
Units and format
Enter a plain number with no unit. The form accepts 1 to 5. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
It multiplies the torque before sizing, so a larger factor gives a larger shaft.
Get it right
It is used only for strength sizing; it does not affect the twist check.
What this means: Allowable tensile stress
Illustration: Allowable tensile stressA test bar pulled from both ends: stress Allowable tensile stress is the force carried by each square millimetre of its cross-section.Ststress = force ÷ areaExample: 40 MPaAllowable tensile stress
What it is
The allowable tensile stress of the brittle shaft material, such as cast iron, from the material standard and your design code.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 10000 MPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 40 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The solid diameter varies with the inverse cube root of this stress.
Get it right
Use a tensile allowable for the brittle material, not a shear value.
What this means: Bore ratio (inside ÷ outside)
Illustration: Bore ratio (inside ÷ outside)Two wheels of different sizes linked together; Bore ratio (inside ÷ outside) compares one with the other.kExample: 0.6Bore ratio (inside ÷ outside)
What it is
The bore diameter of the hollow shaft as a fraction of its outside diameter; zero gives a solid shaft.
Units and format
Enter a plain number with no unit. The form accepts 0 to 0.95. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.6 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger bore ratio saves more weight but needs a larger outside diameter and a thinner wall.
Get it right
Type a fraction, not a percentage: a bore half the outside diameter is 0.5.

Material and limits

What this means: Density
Illustration: DensityA cube of material: density Density is its mass divided by the volume it fills.massvolumeρExample: 7200 kg/m³Density
What it is
The density of the shaft material, used to compare the mass per metre of the solid and hollow shafts.
Units and format
Enter a number in kg/m³: kilograms per cubic metre. The form accepts 0.000001 kg/m³ to 20000 kg/m³. Required: the tool does not calculate until every input is valid.
Example
The form opens with 7200 kg/m³ as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Both masses per metre rise in direct proportion to density; the weight saving does not change.
What this means: Shear modulus
Illustration: Shear modulusA stress against strain graph whose straight starting slope is the stiffness value Shear modulus.stressstrainGExample: 40 GPaShear modulus
What it is
The shear modulus of the shaft material, used to work out the angle of twist, from the material data sheet.
Units and format
Enter a number in GPa: gigapascals (1 GPa = 1000 MPa). The form accepts 0.000001 GPa to 500 GPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 40 GPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The angle of twist falls in inverse proportion to the shear modulus.
Get it right
Enter gigapascals, not megapascals.
What this means: Largest outside diameter that fits
Illustration: Largest outside diameter that fitsA circle with a line straight through its centre from edge to edge, marking the diameter Largest outside diameter that fits.Dmaxmeasured acrossthe centreExample: 60 mmLargest outside diameter that fits
What it is
The largest outside diameter that fits the bearings, housing or hub the shaft passes through.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 10000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 60 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Use the smallest diameter limit along the shaft, such as a bearing bore.
What this means: Least wall thickness
Illustration: Least wall thicknessThe cross-section of a plate or wall with a dimension across its thickness, marking Least wall thickness.tminsection through the materialExample: 5 mmLeast wall thickness
What it is
The thinnest wall of the hollow shaft you accept for casting soundness, machining or handling.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 1000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 5 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Base it on the foundry’s or machine shop’s capability for the material.
What this means: Largest twist
Illustration: Largest twistTwo lines meeting at a point with an arc between them, marking the angle Largest twist.θmaxExample: 1 °/mLargest twist
What it is
The largest angle of twist per metre of shaft length you accept, set by the accuracy or stiffness the drive needs.
Units and format
Enter a number in °/m: °/m. The form accepts 0.01 °/m to 100 °/m. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1 °/m as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Enter degrees per metre, not radians or degrees over the whole shaft.

Method and formulas

  1. Solid diameter D³ = 5.1 ÷ S_t × [K_m M + √((K_m M)² + (K_t T)²)]; hollow outside = B × solid with B = ∛[1 ÷ (1 − k⁴)] (as the brittle and hollow shaft tool).
  2. Wall = (outside − bore) ÷ 2; mass per metre = area × density.
  3. Twist per metre = T ÷ (G J) with J = π (D⁴ − d⁴) ÷ 32.
  4. Example: solid 52.311 mm or hollow 54.788/32.873 mm; the hollow shaft weighs 10.863 kg/m against 15.474 kg/m and twists 0.93022°/m.

Limitations

  • Maximum-normal-stress theory for brittle materials; fatigue and stress raisers need separate checks.
  • Equal strength in combined bending and torsion.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Lighten a cast-iron or brittle shaft
  • Check a hollow shaft fits its bearings
  • Compare twist of solid and hollow shafts

Who it is for

  • Design engineers
  • Machine designers
  • Students

What you get

  • Solid and hollow diameters
  • Wall, mass per metre and saving
  • Twist per metre of each

Interpreting the result

  • A moderate bore (k about 0.5 to 0.6) saves a quarter to a third of the weight for a small increase in diameter.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 295–303. Topic reference; no source tables or recommended settings are reproduced.

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Open the Hollow Shaft Conversion (Brittle Material, Size, Weight, Twist) calculator