BIZOMAT MAKEOS · Gears

Spline Joint Design (Engagement Length and Stresses)

How long must this involute spline engage to carry the torque, and are the shaft and teeth within their allowable stresses?

Design of a metric-module involute spline joint (30° flat-root proportions): pitch, minor diameter, tooth thickness and working depth from module and tooth count, root shear stress of the shaft, the engagement length needed for tooth shear at the pitch line and for tooth compression (fixed or flexible spline), and the stresses at the length chosen, by the same method as the spline torque capacity tool.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
TorqueN·mTorque the joint transmits.
ModulemmModule of the spline (pitch diameter ÷ teeth).
Number of teethNumber of spline teeth.
Engagement lengthmmLength over which the teeth of shaft and hub engage.
Bore of a hollow shaft (0 = solid)mmBore diameter if the shaft is hollow.
Spline typechoiceA fixed spline does not slide; a flexible spline slides or accepts misalignment and is limited by wear.
Spacing accuracychoiceAccuracy of tooth spacing, which sets how many teeth share the load.
Application factorApplication factor for shock in the drive.
Load distribution factorLoad distribution factor for misalignment along the length.
Fatigue life factorFatigue life factor for the number of torque cycles.
Wear life factor (flexible splines)Wear life factor for flexible splines.
Allowable shear stressMPaAllowable shear stress of the spline material (your design value).
Allowable compressive stressMPaAllowable compressive stress on the tooth flanks (your design value).

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: 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 the spline joint transmits between shaft and hub in normal running, which loads the teeth and twists the shaft at its minor diameter.
Units and format
Enter a number in N·m: newton-metres. The form accepts 0.000001 N·m to 10000000 N·m. 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
Every stress and the engagement length needed rise in direct proportion to torque.
Get it right
Enter the steady working torque; shock is covered by the application factor, so do not add it twice.
What this means: Module
Illustration: ModuleA row of repeated features with a dimension from the centre of one to the centre of the next, marking the pitch Module.mExample: 2 mmModule
What it is
The size of the spline teeth in the metric system: pitch diameter divided by number of teeth. It sets pitch diameter, tooth thickness and working depth.
Units and format
Enter a number in mm: millimetres. The form accepts 0.25 mm to 20 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 2 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A larger module enlarges every dimension, so root shear and the length needed fall.
Get it right
Metric module is not diametral pitch; a spline specified in teeth per inch needs converting first.
What this means: Number of teeth
Illustration: Number of teethA gear with its teeth around the rim; Number of teeth is the number of teeth.Nteeth countedaround the rimExample: 20Number of teeth
What it is
How many teeth the spline has around the shaft. With the module it gives the pitch and minor diameters.
Units and format
Enter a plain number with no unit. The form accepts 6 to 100. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 20 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
More teeth raise the pitch and minor diameters, lowering root shear and the length needed.
Get it right
Count the teeth on one member; shaft and hub have the same number.
What this means: Engagement length
Illustration: Engagement lengthA bar with a dimension line and arrows from one end to the other, marking the length Engagement length.LExample: 25 mmEngagement length
What it is
The axial length over which the shaft and hub teeth actually overlap and share the load.
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 25 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
It does not change the length needed; a longer engagement lowers tooth shear and compressive stress.
Get it right
Use the overlap of the toothed lengths, not the hub length, if chamfers or reliefs shorten it.
What this means: Bore of a hollow shaft (0 = solid)
Illustration: Bore of a hollow shaft (0 = solid)A circle with a line straight through its centre from edge to edge, marking the diameter Bore of a hollow shaft (0 = solid).D_hmeasured acrossthe centreExample: 0 mmBore of a hollow shaft (0 = solid)
What it is
The diameter of the hole through the shaft if it is hollow; zero means a solid shaft. It weakens the shaft against twisting at the root.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 2000 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 0 mm 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 raises the root shear stress; tooth stresses are unaffected.
Get it right
Use 0 for a solid shaft. The bore must be smaller than the minor diameter of the teeth.
What this means: Spline type
Illustration: Spline typeThe options for Spline type, with the one currently selected highlighted.Fixed (no sliding)Flexible (sliding or misaligned)Example: Fixed (no sliding)Spline type
What it is
Whether the spline is fixed, with no sliding, or flexible, sliding axially or taking misalignment. Flexible splines are limited by wear on the flanks.
Units and format
Choose one of 2 options from the list: Fixed (no sliding); Flexible (sliding or misaligned).
Example
The form opens with “Fixed (no sliding)” selected as a worked example. Choose the option that matches your case.
Effect on the result
Flexible splines use the wear life factor and a much lower compressive capacity, so the length for compression grows.
Get it right
Choose flexible if the hub slides in service or the shafts are not held in line, even if the movement is small.
What this means: Spacing accuracy
Illustration: Spacing accuracyThe options for Spacing accuracy, with the one currently selected highlighted.Good (load shared by about half the teeth)Ordinary (load shared by about a third of t…Example: Good (load shared by abou…Spacing accuracy
What it is
How accurately the teeth are spaced around the spline, which decides how many teeth actually share the load.
Units and format
Choose one of 2 options from the list: Good (load shared by about half the teeth); Ordinary (load shared by about a third of the teeth).
Example
The form opens with “Good (load shared by about half the teeth)” selected as a worked example. Choose the option that matches your case.
Effect on the result
Ordinary spacing raises tooth shear by half again compared with good spacing.
Get it right
Choose ordinary unless the spline is made and inspected to a close spacing tolerance.
What this means: Application factor
Illustration: Application factorTwo bars: a base value and the same value multiplied by Application factor, the factor.base valuewith factorK_aExample: 1.2Application factor
What it is
A multiplier for shock and torque peaks from the driving and driven machines, applied to the steady torque.
Units and format
Enter a plain number with no unit. The form accepts 1 to 4. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.2 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Every stress and the length needed rise in direct proportion.
Get it right
Take it from the spline standard or your design basis for the machines involved.
What this means: Load distribution factor
Illustration: Load distribution factorTwo bars: a base value and the same value multiplied by Load distribution factor, the factor.base valuewith factorK_mExample: 1Load distribution factor
What it is
A multiplier for load concentrated at one end of the teeth by misalignment and shaft deflection along the engagement length.
Units and format
Enter a plain number with no unit. The form accepts 1 to 4. 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
Tooth shear, compressive stress and the length needed rise in proportion; root shear does not.
Get it right
It grows with longer engagement and poorer alignment; take it from the spline standard.
What this means: Fatigue life factor
Illustration: Fatigue life factorTwo bars: a base value and the same value multiplied by Fatigue life factor, the factor.base valuewith factorK_fExample: 1Fatigue life factor
What it is
A factor that adjusts the stresses for the number of torque cycles or reversals the spline will see in its life.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 2. 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
A smaller factor raises root shear, tooth shear and fixed-spline compression, so the length needed grows.
Get it right
It sits below the stresses in the formulas, so a value under 1 raises them; take it from the spline standard.
What this means: Wear life factor (flexible splines)
Illustration: Wear life factor (flexible splines)Two bars: a base value and the same value multiplied by Wear life factor (flexible splines), the factor.base valuewith factorK_wExample: 1Wear life factor (flexible splines)
What it is
A factor for the wear life wanted on the flanks of a flexible spline, depending on the number of revolutions and sliding.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 2. 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
For a flexible spline, a smaller factor raises compressive stress and the length for compression.
Get it right
It is used only when the spline type is flexible; it has no effect on a fixed spline.
What this means: Allowable shear stress
Illustration: Allowable shear stressA test bar pulled from both ends: stress Allowable shear stress is the force carried by each square millimetre of its cross-section.S_sstress = force ÷ areaExample: 200 MPaAllowable shear stress
What it is
The shear stress you allow in the spline material, used both for twisting at the shaft root and for tooth shear at the pitch line.
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 200 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
A higher allowable shortens the length for tooth shear and raises the root shear margin.
Get it right
Use your design allowable for the material and heat treatment, not its ultimate shear strength.
What this means: Allowable compressive stress
Illustration: Allowable compressive stressA test bar pulled from both ends: stress Allowable compressive stress is the force carried by each square millimetre of its cross-section.S_cstress = force ÷ areaExample: 20 MPaAllowable compressive stress
What it is
The contact (compressive) stress you allow on the tooth flanks where shaft and hub teeth press together.
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 20 MPa as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The length for compression is inversely proportional to it.
Get it right
Use your design value for the flank material and hardness; flexible splines need a value limited by wear.

Method and formulas

  1. Pitch diameter D = m N; external minor diameter D_re = m (N − 1.35); tooth thickness t = π m ÷ 2; working depth h = m (30° flat-root proportions).
  2. Root shear S_s = 16 T K_a ÷ (π D_re³ K_f) for a solid shaft (hollow: 16 T D_re K_a ÷ [π (D_re⁴ − D_h⁴) K_f]).
  3. Tooth shear at the pitch line S = k T K_a K_m ÷ (D N L t K_f), k = 4 (good spacing) or 6; compressive S_c = 2 T K_m K_a ÷ (9 D N L h K_f) fixed, or 2 T K_m K_a ÷ (D N L h K_w) flexible.
  4. Length needed = the larger of the lengths that bring tooth shear and compression to their allowables.
  5. Example: 500 N·m on a 20-tooth module 2 spline needs 4.7746 mm of engagement; the root shear stress is 58.884 MPa.

Limitations

  • Simplified method; full spline rating uses the standard’s factors and tooth geometry.
  • Flat-root proportions; fillet-root splines have a slightly larger minor diameter.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Size the engagement length of a splined hub
  • Check a splined shaft end for a torque increase
  • Compare fixed and flexible (sliding) splines

Who it is for

  • Design engineers
  • Maintenance engineers
  • Power transmission engineers

What you get

  • Spline proportions from module and teeth
  • Root shear stress
  • Engagement length needed and stresses at the length chosen

Interpreting the result

  • Engagement beyond about one pitch diameter adds little: misalignment concentrates the load at one end.

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 2255–2282. Topic reference; no source tables or recommended settings are reproduced.
  • ANSI B92.1 Involute Splines and Inspection; ISO 4156 Straight cylindrical involute splines

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