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Torsion

Introduction to Torsion

Torsion is the twisting of a structural member caused by an applied torque or twisting moment. Imagine holding a cylindrical rod fixed at one end and twisting the other end with your hand - the rod experiences torsion. This twisting action induces internal stresses and deformations within the member.

In civil engineering, torsion is a critical consideration in shafts, beams, and columns that are subjected to twisting forces. For example, drive shafts in machinery, bridge components, and structural beams may experience torsion during operation or due to external loads such as wind or seismic forces.

Understanding torsion helps engineers design safer and more efficient structures by ensuring that materials can withstand twisting without failure. In this chapter, we use metric units (meters, newtons, pascals) consistent with Indian engineering standards.

Torque and Shear Stress in Circular Shafts

When a torque \( T \) is applied to a circular shaft, it causes the shaft to twist about its longitudinal axis. This twisting action produces shear stresses within the material, which vary across the shaft's cross-section.

Let's define the key terms:

  • Torque (T): The twisting moment applied to the shaft, measured in newton-meters (Nm).
  • Shear Stress (\( \tau \)): The internal force per unit area resisting the twist, measured in pascals (Pa).
  • Radial distance (\( \rho \)): The distance from the center (axis) of the shaft to the point where shear stress is being calculated, in meters (m).
  • Polar Moment of Inertia (J): A geometric property of the cross-section that measures resistance to torsion, in meters to the fourth power (m\(^4\)).

The shear stress at any radius \( \rho \) from the center is given by the torsion formula:

Shear Stress due to Torsion

\[\tau = \frac{T \rho}{J}\]

Shear stress varies linearly with radius in a circular shaft under torque

\(\tau\) = Shear stress at radius \rho (Pa)
T = Applied torque (Nm)
\(\rho\) = Radial distance from shaft center (m)
J = Polar moment of inertia (m^4)

This formula tells us that shear stress increases linearly from zero at the center (\( \rho = 0 \)) to a maximum value at the outer surface (\( \rho = c \), where \( c \) is the outer radius).

Radius \( \rho \) Shear Stress \( \tau \) Center Torque \( T \)

Why does shear stress vary linearly? Because the twisting effect is zero at the shaft's center (no radius to cause rotation) and maximum at the outer surface, where the material experiences the greatest rotational displacement.

Angle of Twist and Polar Moment of Inertia

The angle of twist \( \theta \) measures how much the shaft twists over its length \( L \) due to the applied torque \( T \). It is expressed in radians and is given by:

Angle of Twist

\[\theta = \frac{T L}{G J}\]

Relates torque, shaft length, material stiffness, and geometry to twisting angle

\(\theta\) = Angle of twist (radians)
T = Applied torque (Nm)
L = Length of shaft (m)
G = Shear modulus of material (Pa)
J = Polar moment of inertia (m^4)

The shear modulus \( G \) is a material property indicating stiffness against shear deformation. Higher \( G \) means less twist for the same torque.

The polar moment of inertia \( J \) quantifies the shaft's resistance to twisting based on its cross-sectional shape. For circular shafts, \( J \) depends strongly on the diameter.

Calculating Polar Moment of Inertia

For a solid circular shaft of diameter \( d \):

Polar Moment of Inertia (Solid Shaft)

\[J = \frac{\pi d^{4}}{32}\]

Measures torsional resistance of solid circular shafts

J = Polar moment of inertia (m^4)
d = Diameter of shaft (m)

For a hollow circular shaft with outer diameter \( d_o \) and inner diameter \( d_i \):

Polar Moment of Inertia (Hollow Shaft)

\[J = \frac{\pi}{32} (d_{o}^{4} - d_{i}^{4})\]

Accounts for hollow section by subtracting inner area

J = Polar moment of inertia (m^4)
\(d_o\) = Outer diameter (m)
\(d_i\) = Inner diameter (m)
Torque \( T \) Length \( L \) Twisted end Shaft segment

Why is the polar moment of inertia important? It determines how resistant a shaft is to twisting. Larger \( J \) means less twist and lower shear stress for the same torque. Notice how \( J \) depends on the diameter raised to the fourth power - even small increases in diameter greatly increase torsional resistance.

Formula Bank

Formula Bank

Shear Stress due to Torsion
\[ \tau = \frac{T \rho}{J} \]
where: \( \tau \) = shear stress (Pa), \( T \) = applied torque (Nm), \( \rho \) = radial distance from center (m), \( J \) = polar moment of inertia (m\(^4\))
Polar Moment of Inertia for Solid Circular Shaft
\[ J = \frac{\pi d^{4}}{32} \]
where: \( J \) = polar moment of inertia (m\(^4\)), \( d \) = diameter of shaft (m)
Polar Moment of Inertia for Hollow Circular Shaft
\[ J = \frac{\pi}{32} (d_{o}^{4} - d_{i}^{4}) \]
where: \( J \) = polar moment of inertia (m\(^4\)), \( d_o \) = outer diameter (m), \( d_i \) = inner diameter (m)
Angle of Twist
\[ \theta = \frac{T L}{G J} \]
where: \( \theta \) = angle of twist (radians), \( T \) = applied torque (Nm), \( L \) = length of shaft (m), \( G \) = shear modulus (Pa), \( J \) = polar moment of inertia (m\(^4\))
Maximum Shear Stress
\[ \tau_{max} = \frac{T c}{J} \]
where: \( \tau_{max} \) = maximum shear stress (Pa), \( T \) = torque (Nm), \( c \) = outer radius (m), \( J \) = polar moment of inertia (m\(^4\))

Worked Examples

Example 1: Calculate Maximum Shear Stress in a Solid Circular Shaft Easy
A solid circular shaft of diameter 50 mm is subjected to a torque of 200 Nm. Calculate the maximum shear stress induced in the shaft.

Step 1: Convert diameter to meters: \( d = 50 \text{ mm} = 0.05 \text{ m} \).

Step 2: Calculate the polar moment of inertia \( J \) for the solid shaft:

\[ J = \frac{\pi d^4}{32} = \frac{3.1416 \times (0.05)^4}{32} = \frac{3.1416 \times 6.25 \times 10^{-7}}{32} = 6.136 \times 10^{-8} \text{ m}^4 \]

Step 3: Calculate the outer radius \( c = \frac{d}{2} = 0.025 \text{ m} \).

Step 4: Calculate maximum shear stress \( \tau_{max} \):

\[ \tau_{max} = \frac{T c}{J} = \frac{200 \times 0.025}{6.136 \times 10^{-8}} = 8.15 \times 10^{7} \text{ Pa} = 81.5 \text{ MPa} \]

Answer: The maximum shear stress in the shaft is 81.5 MPa.

Example 2: Determine Angle of Twist for a Hollow Circular Shaft Medium
A hollow circular shaft with outer diameter 80 mm and inner diameter 60 mm is 2 m long. It is subjected to a torque of 500 Nm. Given the shear modulus \( G = 80 \text{ GPa} \), calculate the angle of twist in degrees.

Step 1: Convert diameters to meters:

\( d_o = 0.08 \text{ m}, \quad d_i = 0.06 \text{ m} \)

Step 2: Calculate polar moment of inertia \( J \):

\[ J = \frac{\pi}{32} (d_o^4 - d_i^4) = \frac{3.1416}{32} \left( (0.08)^4 - (0.06)^4 \right) \]

\( (0.08)^4 = 4.096 \times 10^{-5}, \quad (0.06)^4 = 1.296 \times 10^{-5} \)

\[ J = \frac{3.1416}{32} (4.096 \times 10^{-5} - 1.296 \times 10^{-5}) = \frac{3.1416}{32} \times 2.8 \times 10^{-5} = 2.75 \times 10^{-6} \text{ m}^4 \]

Step 3: Use angle of twist formula:

\[ \theta = \frac{T L}{G J} = \frac{500 \times 2}{80 \times 10^{9} \times 2.75 \times 10^{-6}} = \frac{1000}{220000} = 0.004545 \text{ radians} \]

Step 4: Convert radians to degrees:

\( \theta = 0.004545 \times \frac{180}{\pi} = 0.260^\circ \)

Answer: The angle of twist is approximately 0.26 degrees.

Example 3: Design of a Shaft to Resist a Given Torque Medium
Design a solid circular shaft to transmit a torque of 1000 Nm. The allowable shear stress for the shaft material is 60 MPa. Find the minimum diameter of the shaft.

Step 1: Use maximum shear stress formula:

\[ \tau_{max} = \frac{T c}{J} \]

For a solid shaft, \( J = \frac{\pi d^4}{32} \) and \( c = \frac{d}{2} \), so:

\[ \tau_{max} = \frac{T \times \frac{d}{2}}{\frac{\pi d^4}{32}} = \frac{16 T}{\pi d^3} \]

Step 2: Rearranging for \( d \):

\[ d^3 = \frac{16 T}{\pi \tau_{max}} \]

Step 3: Substitute values:

\( T = 1000 \text{ Nm}, \quad \tau_{max} = 60 \times 10^{6} \text{ Pa} \)

\[ d^3 = \frac{16 \times 1000}{3.1416 \times 60 \times 10^{6}} = \frac{16000}{188495559} = 8.49 \times 10^{-5} \text{ m}^3 \]

Step 4: Calculate \( d \):

\( d = \sqrt[3]{8.49 \times 10^{-5}} = 0.0444 \text{ m} = 44.4 \text{ mm} \)

Answer: The minimum shaft diameter required is approximately 44.4 mm.

Example 4: Combined Loading: Torsion and Bending Hard
A solid circular shaft of diameter 40 mm is subjected to a bending moment of 500 Nm and a torque of 300 Nm. Calculate the maximum shear stress and maximum normal stress on the shaft.

Step 1: Convert diameter to meters: \( d = 0.04 \text{ m} \), radius \( c = 0.02 \text{ m} \).

Step 2: Calculate polar moment of inertia \( J \):

\[ J = \frac{\pi d^4}{32} = \frac{3.1416 \times (0.04)^4}{32} = 8.042 \times 10^{-7} \text{ m}^4 \]

Step 3: Calculate moment of inertia \( I \) for bending:

\[ I = \frac{\pi d^4}{64} = \frac{3.1416 \times (0.04)^4}{64} = 4.021 \times 10^{-7} \text{ m}^4 \]

Step 4: Calculate maximum shear stress due to torsion:

\[ \tau_{max} = \frac{T c}{J} = \frac{300 \times 0.02}{8.042 \times 10^{-7}} = 7.46 \times 10^{6} \text{ Pa} = 7.46 \text{ MPa} \]

Step 5: Calculate maximum bending stress:

\[ \sigma_{max} = \frac{M c}{I} = \frac{500 \times 0.02}{4.021 \times 10^{-7}} = 24.87 \times 10^{6} \text{ Pa} = 24.87 \text{ MPa} \]

Step 6: Combine stresses using maximum shear stress theory:

Maximum shear stress due to combined loading is:

\[ \tau_{combined} = \sqrt{\left(\frac{\sigma_{max}}{2}\right)^2 + \tau_{max}^2} = \sqrt{\left(\frac{24.87}{2}\right)^2 + 7.46^2} = \sqrt{12.435^2 + 7.46^2} = 14.5 \text{ MPa} \]

Answer: Maximum shear stress is 14.5 MPa, maximum normal stress is 24.87 MPa.

Example 5: Torsion in Non-Circular Sections (Approximate) Hard
A rectangular steel tube with width 100 mm, height 50 mm, and wall thickness 5 mm is subjected to a torque of 400 Nm. Estimate the maximum shear stress using approximate torsion formulas.

Step 1: For thin-walled rectangular sections, the torsional constant \( J_t \) is approximated by:

\[ J_t = \frac{4 A_m^2 t}{P} \]

where:

  • \( A_m \) = median area enclosed by the midline of the wall thickness
  • \( t \) = wall thickness
  • \( P \) = perimeter along the median line

Step 2: Calculate median dimensions:

\( b_m = 100 - 5 = 95 \text{ mm} = 0.095 \text{ m} \)

\( h_m = 50 - 5 = 45 \text{ mm} = 0.045 \text{ m} \)

Step 3: Calculate median area \( A_m \):

\( A_m = b_m \times h_m = 0.095 \times 0.045 = 0.004275 \text{ m}^2 \)

Step 4: Calculate median perimeter \( P \):

\( P = 2 (b_m + h_m) = 2 (0.095 + 0.045) = 0.28 \text{ m} \)

Step 5: Calculate torsional constant \( J_t \):

\[ J_t = \frac{4 \times (0.004275)^2 \times 0.005}{0.28} = \frac{4 \times 1.827 \times 10^{-5} \times 0.005}{0.28} = 1.305 \times 10^{-6} \text{ m}^4 \]

Step 6: Calculate maximum shear stress:

For thin-walled sections, maximum shear stress is approximately:

\[ \tau_{max} = \frac{T}{2 t A_m} = \frac{400}{2 \times 0.005 \times 0.004275} = \frac{400}{4.275 \times 10^{-5}} = 9.35 \times 10^{6} \text{ Pa} = 9.35 \text{ MPa} \]

Answer: The estimated maximum shear stress is 9.35 MPa.

Tips & Tricks

Tip: Remember that shear stress varies linearly from zero at the center to maximum at the outer surface in circular shafts.

When to use: When calculating shear stress distribution in torsion problems.

Tip: Use the correct polar moment of inertia formula for solid and hollow shafts to avoid errors.

When to use: When computing \( J \) for different shaft geometries.

Tip: Always convert all units to SI (meters, newtons, pascals) before starting calculations.

When to use: At the start of every problem.

Tip: For angle of twist calculations, ensure shaft length and shear modulus are known and consistent.

When to use: When calculating deformation under torsion.

Tip: In combined loading problems, calculate bending and torsional stresses separately before combining them using appropriate failure theories.

When to use: When shafts experience multiple types of loads.

Common Mistakes to Avoid

❌ Using diameter instead of radius in the shear stress formula.
✓ Use radius (\( \rho \) or \( c \)) in the formula \( \tau = \frac{T \rho}{J} \), not diameter.
Why: Diameter is often given, but the formula requires radius; confusing the two leads to incorrect stress values.
❌ Applying the solid shaft formula for polar moment of inertia to hollow shafts.
✓ Use \( J = \frac{\pi}{32} (d_o^4 - d_i^4) \) for hollow shafts.
Why: Ignoring the hollow section underestimates torsional resistance, risking unsafe designs.
❌ Forgetting to convert length units consistently when calculating angle of twist.
✓ Ensure all lengths are in meters before substituting into \( \theta = \frac{T L}{G J} \).
Why: Mixing units causes incorrect angle of twist values, leading to wrong deformation estimates.
❌ Assuming uniform shear stress in non-circular sections without approximation.
✓ Use approximate methods or specialized formulas for non-circular sections.
Why: Shear stress distribution is complex and non-uniform in such cases, requiring careful analysis.
❌ Ignoring the effect of combined loading and calculating torsion stresses alone.
✓ Combine bending and torsion stresses using maximum shear stress or von Mises criteria.
Why: Leads to unsafe design or incorrect stress evaluation, especially in shafts under multiple loads.
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