BIZOMAT MAKEOS · Strength

Shaft Deflection and Bearing Slope (Up to Three Loads)

How far does this shaft bend under its gear and pulley loads, how much do the ends tilt in the bearings, and is the bending stress acceptable?

Stiffness check of a simply supported round shaft carrying up to three transverse point loads in one plane: bearing reactions, bending moment and stress at the loads, deflection at each load and the largest deflection along the span by superposition, and the slope at each bearing, against your limits for gear mesh deflection, bearing misalignment and stress (for one load, the reactions, moment and largest deflection match the beam cases tool).

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Shaft diametermmDiameter of the shaft (uniform).
Bearing spanmmDistance between the bearing centres.
Elastic modulusGPaElastic modulus of the shaft.
Loads (0 = none; positions from bearing A)
Load 1NFirst load (gear force, belt pull) at right angles to the shaft.
Load 1 positionmmIts distance from bearing A.
Load 2NSecond load (0 if none); use a negative value for a load in the opposite direction.
Load 2 positionmmIts distance from bearing A.
Load 3NThird load (0 if none).
Load 3 positionmmIts distance from bearing A.
Your limits
Largest deflection at a load (gear mesh)mmLargest deflection you accept at a gear (a common guide for spur gears is about 0.13 mm; your value).
Largest slope at a bearingradLargest slope you accept at the bearings (from the bearing maker for the bearing type).
Allowable bending stressMPaAllowable bending stress (your design value, allowing for fatigue).

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: Shaft diameter
Illustration: Shaft diameterA circle with a line straight through its centre from edge to edge, marking the diameter Shaft diameter.dmeasured acrossthe centreExample: 70 mmShaft diameter
What it is
The diameter of the shaft between the bearings, treated as uniform along the span.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 2000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 70 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Deflection and slope fall with the fourth power of diameter; stress with the cube.
Get it right
If the shaft is stepped, using the smallest diameter gives a conservative answer.
What this means: Bearing span
Illustration: Bearing spanA bar with a dimension line and arrows from one end to the other, marking the length Bearing span.LExample: 600 mmBearing span
What it is
The distance between the centres of the two bearings that support the shaft, treated as simple supports.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 20000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 600 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Measure between bearing centres, not between shaft shoulders or ends.
What this means: Elastic modulus
Illustration: Elastic modulusA stress against strain graph whose straight starting slope is the stiffness value Elastic modulus.stressstrainEExample: 206 GPaElastic modulus
What it is
The elastic (Young’s) modulus of the shaft material, from the material data sheet or a materials reference.
Units and format
Enter a number in GPa: gigapascals (1 GPa = 1000 MPa). The form accepts 0.000001 GPa to 400 GPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 206 GPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Deflection and slope are inversely proportional to it.
Get it right
Enter GPa, not MPa: the tool multiplies by 1000.

Loads (0 = none; positions from bearing A)

What this means: Load 1
Illustration: Load 1A block with an arrow pushing on it; the arrow is the force Load 1.P₁Example: 5000 NLoad 1
What it is
The first transverse point load on the shaft, such as a gear separating force or belt pull, acting at right angles to the shaft in the plane checked.
Units and format
Enter a number in N: newtons. The form accepts -10000000 N to 10000000 N. Required: the tool does not calculate until every input is valid.
Example
The form opens with 5000 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Its share of deflection and slope is proportional to it; the shares of all loads add.
Get it right
Loads in different planes cannot be added here; check each plane separately. A negative value acts in the opposite direction.
What this means: Load 1 position
Illustration: Load 1 positionA bar with a dimension line and arrows from one end to the other, marking the length Load 1 position.a₁Example: 200 mmLoad 1 position
What it is
Where load 1 acts, measured along the shaft from the centre of bearing A.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 20000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 200 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It must lie strictly between the bearings, greater than 0 and less than the span.
What this means: Load 2
Illustration: Load 2A block with an arrow pushing on it; the arrow is the force Load 2.P₂Example: 3000 NLoad 2
What it is
The second transverse point load on the shaft, in the same plane as load 1.
Units and format
Enter a number in N: newtons. The form accepts -10000000 N to 10000000 N. Required: the tool does not calculate until every input is valid.
Example
The form opens with 3000 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Its share of deflection and slope is proportional to it; the shares of all loads add.
Get it right
Enter 0 if there is no second load; a negative value acts in the opposite direction to a positive one.
What this means: Load 2 position
Illustration: Load 2 positionA bar with a dimension line and arrows from one end to the other, marking the length Load 2 position.a₂Example: 400 mmLoad 2 position
What it is
Where load 2 acts, measured along the shaft from the centre of bearing A.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 20000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 400 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It must lie between the bearings; it is ignored when load 2 is 0.
What this means: Load 3
Illustration: Load 3A block with an arrow pushing on it; the arrow is the force Load 3.P₃Example: 0 NLoad 3
What it is
An optional third transverse point load on the shaft, in the same plane as the other loads.
Units and format
Enter a number in N: newtons. The form accepts -10000000 N to 10000000 N. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0 N as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Enter 0 if there is no third load; a negative value acts in the opposite direction.
What this means: Load 3 position
Illustration: Load 3 positionA bar with a dimension line and arrows from one end to the other, marking the length Load 3 position.a₃Example: 300 mmLoad 3 position
What it is
Where load 3 acts, measured along the shaft from the centre of bearing A.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 20000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 300 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
It must lie between the bearings; it is ignored when load 3 is 0.

Your limits

What this means: Largest deflection at a load (gear mesh)
Illustration: Largest deflection at a load (gear mesh)A nominal size line with an upper and a lower limit around it; parts inside the band are acceptable. The figure illustrates Largest deflection at a load (gear mesh).upperlowery maxExample: 0.13 mmLargest deflection at a load (gear mesh)
What it is
The largest deflection you accept at a load point, often set by gear mesh quality. Deflection at each load is checked against it.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 10 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.13 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Take it from your gear design basis or the gear supplier; it applies at the loads, not mid-span.
What this means: Largest slope at a bearing
Illustration: Largest slope at a bearingTwo lines meeting at a point with an arc between them, marking the angle Largest slope at a bearing.θ maxExample: 0.001 radLargest slope at a bearing
What it is
The largest shaft slope, the angle of tilt, you accept at a bearing, from the bearing maker’s misalignment limit for the bearing type.
Units and format
Enter a number in rad: rad. The form accepts 0.000001 rad to 0.1 rad. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0.001 rad as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
Enter radians, not degrees or milliradians: 1 mrad = 0.001 rad.
What this means: Allowable bending stress
Illustration: Allowable bending stressA test bar pulled from both ends: stress Allowable bending stress is the force carried by each square millimetre of its cross-section.σₐstress = force ÷ areaExample: 80 MPaAllowable bending stress
What it is
The bending stress you will accept in the shaft, from your design basis with fatigue and stress concentrations allowed for.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 2000 MPa. Required: the tool does not calculate until every input is valid.
Example
The form opens with 80 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Get it right
The tool checks nominal stress at the loads only; keyways and shoulders need their own fatigue check.

Method and formulas

  1. Reactions R_A = Σ P (L − a) ÷ L, R_B = Σ P a ÷ L; bending stress σ = 32 M ÷ (π d³).
  2. Deflection at x from each load: for x ≤ a, y = P b x (L² − b² − x²) ÷ (6EIL), b = L − a; for x > a, y = P a (L − x)(2Lx − a² − x²) ÷ (6EIL); summed.
  3. Slopes θ_A = Σ P b (L² − b²) ÷ (6EIL), θ_B = Σ P a (L² − a²) ÷ (6EIL).
  4. Example: a 70 mm shaft deflects 0.11167 mm at load 1 and tilts 0.67731 mrad at bearing A; the stress is 25.737 MPa.

Limitations

  • Uniform shaft, simple supports, loads in one plane; combine two planes as vectors.
  • Bearing and housing flexibility add to the slope and deflection.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Check a gear shaft for mesh deflection
  • Check bearing tilt against the bearing’s misalignment limit
  • Choose a shaft diameter for stiffness

Who it is for

  • Design engineers
  • Maintenance engineers
  • Power transmission engineers

What you get

  • Reactions and bending stress
  • Deflection at the loads and the largest deflection
  • Slope at each bearing

Interpreting the result

  • Stiffness rises with the fourth power of diameter: a small diameter increase cuts deflection a lot.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 257–277, 295–303. Topic reference; no source tables or recommended settings are reproduced.

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Open the Shaft Deflection and Bearing Slope (Up to Three Loads) calculator