Lesson
The theory — Shaft Torsion: Solid and Hollow Shafts
A shaft carrying a torque T is in torsion. The shear stress grows in proportion to the radius, τ = T r ÷ J, largest at the surface. J is the polar moment of area, J = π(D⁴ − dᵢ⁴) ÷ 32, which sets how much of the section sits far from the axis. The shaft twists through φ = T L ÷ (G J), where G is the shear modulus. A shaft turning at angular speed ω carries power P = T ω.
What each symbol means
T- the torque, in N·m. From a power and a speed, T = P ÷ ω
J- the polar moment of area, in m⁴. The fourth power of the diameter is why a little more diameter buys a lot
τ- the shear stress, zero on the axis and largest at the surface
φ- the angle of twist, in radians. Proportional to the length
G- the shear modulus, the material's stiffness in shear. About 80 GPa for steel and 26 GPa for aluminium
Problem solved in full
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Sizing a drive shaft, solid and hollow 5 steps
A steel shaft must carry 150 kW at 3000 rpm with a design factor of 2. The steel yields at 250 MPa in tension. Find the smallest solid diameter, the smallest hollow outer diameter with its bore at 80% of the diameter, and how much the hollow one weighs against the solid one. Press Size a hollow shaft to check.
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The torque follows from the power and the angular speed:
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The allowable shear stress is the shear yield, tensile yield ÷ √3, divided by the design factor:
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A solid shaft reaches that stress at its surface when:
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A hollow shaft with a bore of 0.8 D has 1 − 0.8⁴ of the solid J at the same D, so its outer diameter is the solid diameter divided by the cube root of 1 − 0.8⁴:
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Mass goes with the area of the section, so the ratio of the two masses is:
Answer
The solid shaft needs 32.30 mm and the hollow one 38.50 mm outside and 30.80 mm inside, and the hollow one weighs 51.2% as much for exactly the same strength. It is 19% wider, which is the price, and the reason hollow shafts appear wherever weight matters more than space.
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Learning path
Where the load goes
References (1)
- Where the four materials' modulus and yield figures would be checked. THEY WERE NOT TAKEN FROM HERE — see the note: A materials handbook or the relevant specifications: EN 10025 / ASTM A36 for mild steel, AISI 4140, 6061-T6 aluminium and Ti-6Al-4V.