BIZOMAT MAKEOS · Power Transmission

Involute Spline Stresses and Torque Capacity

Are the shear and compressive stresses in this involute spline within the allowables for the torque?

Stresses in a 30° involute spline by the handbook (Dudley) formulas: shear under the roots of the external teeth for a solid or hollow shaft, shear at the pitch diameter, and compressive stress on the tooth sides for fixed or flexible splines, using application, load-distribution, fatigue-life and wear-life factors.

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How this tool works

Inputs, units and where to find them

InputUnitTypical source
Transmitted torqueN·mTorque through the spline.
Pitch diametermmPitch diameter.
Root diameter of the external splinemmRoot (minor) diameter of the external spline.
Bore of a hollow shaft (0 = solid)mmInside diameter of a hollow shaft.
Number of teethNumber of spline teeth.
Effective lengthmmEffective length carrying load (limited by misalignment; never more than the engaged length).
Circular tooth thickness at the pitch diametermmCircular tooth thickness at the pitch diameter.
Depth of engagementmmRadial depth of tooth engagement (about 0.9 module for flat root, 1 module for fillet root).
SplinechoiceA fixed spline is piloted or shrunk on so it cannot rock; a flexible spline rocks and wears.
Spacing accuracychoiceSpacing accuracy of manufacture.
Application factorApplication factor for the power source and load.
Load distribution factor (1 for fixed)Load distribution factor for misalignment (1 for fixed splines).
Fatigue-life factorFatigue-life factor for the number of torque cycles.
Wear-life factor (flexible)Wear-life factor for the revolutions of a flexible spline.
Allowable shear stressMPaAllowable shear stress for your material and hardness.
Allowable compressive stressMPaAllowable compressive stress for your material and spline type.

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: Transmitted torque
Illustration: Transmitted torqueA shaft with a curved arrow around it: torque Transmitted torque is the twisting effect, force times lever arm.Ttwisting effect= force × lever armExample: 500 N·mTransmitted torque
What it is
The torque passed through the spline connection from shaft to hub.
Units and format
Enter a number in N·m: newton-metres. The form accepts 0.000001 N·m to 100000000 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
All three stresses rise in proportion.
Get it right
Use the nominal torque here; peaks from the driver and load are covered by the application factor.
What this means: Pitch diameter
Illustration: Pitch diameterA circle with a line straight through its centre from edge to edge, marking the diameter Pitch diameter.Dmeasured acrossthe centreExample: 30 mmPitch diameter
What it is
The pitch diameter of the spline, the diameter at which tooth thickness and pressure angle are defined: module times number of teeth.
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 30 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Shear at the pitch diameter and compressive stress are inversely proportional to it.
What this means: Root diameter of the external spline
Illustration: Root diameter of the external splineA circle with a line straight through its centre from edge to edge, marking the diameter Root diameter of the external spline.D_remeasured acrossthe centreExample: 28 mmRoot diameter of the external spline
What it is
The root (minor) diameter of the external spline teeth on the shaft, where shear under the roots is checked. It must be smaller than the pitch diameter.
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 28 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Root shear in a solid shaft falls with the cube of this diameter.
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 bore of a hollow splined shaft; zero for a solid shaft. It must be smaller than the root diameter.
Units and format
Enter a number in mm: millimetres. The form accepts 0 mm to 10000 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.
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: 24Number of teeth
What it is
The number of spline teeth around the shaft.
Units and format
Enter a plain number with no unit. The form accepts 6 to 200. Use a whole number. Required: the tool does not calculate until every input is valid.
Example
The form opens with 24 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Shear at the pitch diameter and compressive stress are inversely proportional to it.
What this means: Effective length
Illustration: Effective lengthA bar with a dimension line and arrows from one end to the other, marking the length Effective length.L_eExample: 25 mmEffective length
What it is
The length of spline that actually carries load: never more than the engaged length, and shorter where misalignment concentrates load at one end.
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 25 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Shear at the pitch diameter and compressive stress are inversely proportional to it.
What this means: Circular tooth thickness at the pitch diameter
Illustration: Circular tooth thickness at the pitch diameterThe cross-section of a plate or wall with a dimension across its thickness, marking Circular tooth thickness at the pitch diameter.tsection through the materialExample: 1.96 mmCircular tooth thickness at the pitch diameter
What it is
The circular (arc) thickness of one tooth measured along the pitch circle.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 100 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.96 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
Shear at the pitch diameter is inversely proportional to it.
What this means: Depth of engagement
Illustration: Depth of engagementA surface with a step cut into it and a dimension from the original surface down to the bottom of the step, marking Depth of engagement.horiginal surfaceExample: 1.125 mmDepth of engagement
What it is
The radial depth over which the internal and external teeth overlap and bear on each other.
Units and format
Enter a number in mm: millimetres. The form accepts 0.000001 mm to 100 mm. Required: the tool does not calculate until every input is valid.
Example
The form opens with 1.125 mm as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
The compressive stress on the tooth sides is inversely proportional to it.
What this means: Spline
Illustration: SplineThe options for Spline, with the one currently selected highlighted.FixedFlexibleExample: FixedSpline
What it is
Fixed for a spline that is piloted or press-fitted so the hub cannot rock; flexible for one that can rock or slide and so wears. It selects the compressive stress formula.
Units and format
Choose one of 2 options from the list: Fixed; Flexible.
Example
The form opens with “Fixed” selected as a worked example. Choose the option that matches your case.
What this means: Spacing accuracy
Illustration: Spacing accuracyThe options for Spacing accuracy, with the one currently selected highlighted.Normal (half the teeth carry load)Poor (factor 6)Example: Normal (half the teeth ca…Spacing accuracy
What it is
How evenly the teeth are spaced in manufacture, which decides how many teeth are taken to share the load in the shear formula at the pitch diameter.
Units and format
Choose one of 2 options from the list: Normal (half the teeth carry load); Poor (factor 6).
Example
The form opens with “Normal (half the teeth carry load)” selected as a worked example. Choose the option that matches your case.
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
The application factor for torque peaks from the power source and the driven load above the nominal torque.
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 1.2 as a worked example. It is an illustration, not a recommended value: replace it with your own figure.
Effect on the result
All three stresses rise in proportion.
Get it right
Take it from spline design references or your design rules for the actual driver and load.
What this means: Load distribution factor (1 for fixed)
Illustration: Load distribution factor (1 for fixed)Two bars: a base value and the same value multiplied by Load distribution factor (1 for fixed), the factor.base valuewith factorK_mExample: 1Load distribution factor (1 for fixed)
What it is
The load distribution factor for uneven load along the teeth caused by misalignment; it is applied to the pitch-line shear and the compressive stress.
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.
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
The fatigue-life factor for the number of torque cycles the spline will see; it divides the root and pitch-line shear and the fixed-spline compressive stress.
Units and format
Enter a plain number with no unit. The form accepts 0.1 to 3. 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.
What this means: Wear-life factor (flexible)
Illustration: Wear-life factor (flexible)Two bars: a base value and the same value multiplied by Wear-life factor (flexible), the factor.base valuewith factorK_wExample: 1Wear-life factor (flexible)
What it is
The wear-life factor for the number of revolutions a flexible spline will run; used only in the flexible-spline compressive stress.
Units and format
Enter a plain number with no unit. The form accepts 0.1 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.
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 allowable shear stress for the spline material and hardness, compared with the larger of the root and pitch-line shear stresses.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 5000 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.
Get it right
Use an allowable working value from material data or spline design references, not the 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 allowable compressive (bearing) stress on the tooth sides for the material, hardness and spline type.
Units and format
Enter a number in MPa: megapascals (1 MPa = 1 N/mm²). The form accepts 0.000001 MPa to 5000 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.

Method and formulas

  1. Root shear, solid: S_s = 16 T K_a ÷ (π D_re³ K_f); hollow: 16 T D_re K_a ÷ [π (D_re⁴ − D_h⁴) K_f].
  2. Pitch-line shear: S_s = 4 T K_a K_m ÷ (D N L_e t K_f), with 6 in place of 4 for poor spacing accuracy.
  3. Compression, flexible: S_c = 2 T K_m K_a ÷ (D N L_e h K_w); fixed: 2 T K_m K_a ÷ (9 D N L_e h K_f).
  4. Example: 500 N·m in a 24-tooth spline gives 139.2 MPa root shear.

Limitations

  • 30° involute splines; bursting of internal splines is a separate check.
  • Factors and allowables are user inputs from the spline standard and material data.
  • Example values are illustrations. Replace them with values for your actual task.

Typical uses

  • Check a spline for a new torque or duty
  • Find the effective length a spline needs
  • Compare fixed and flexible spline designs

Who it is for

  • Design engineers
  • Gear designers
  • Driveline engineers

What you get

  • Shear stress under the roots
  • Shear stress at the pitch diameter
  • Compressive stress on the teeth

Interpreting the result

  • If compression governs, lengthen the engagement or make the spline fixed (piloted).

References

  • Machinery’s Handbook, 29th edition (Industrial Press, 2012), printed pp. 2266–2270. Topic reference; no source tables or recommended settings are reproduced.

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