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Section 6.3, 6.4, and 6.5
Section 6.3, 6.4, and 6.5
Section 6.3, 6.4, and 6.5
(a) (b)
Figure 6-2: (a) A plane section of material perpendicular to the axis of a circular member remains plane after the
torques are applied, (b) Warpage or distortion of parallel planes normal to the axis of a member takes place.
▪ In a circular member subjected to torque, shear strains 𝛾 vary linearly from the central axis,
reaching 𝛾𝑚𝑎𝑥𝑖𝑚𝑢𝑚 at the periphery. This assumption is illustrated in Figure 6-3 and
means that an imaginary plane such as 𝐷𝑂1 𝑂3 𝐶 moves to 𝐷′ 𝑂1 𝑂3 𝐶 when the torque is
applied. Alternatively, if an imaginary radius 𝑂3 𝐶 is considered fixed in direction,
similar radii initially at 𝑂2 𝐵 and 𝑂1 𝐷 rotate to the respective new positions 𝑂2 𝐵′ and
𝑂1 𝐷′. These radii remain straight.
1
For small deformations it is assumed that parallel planes perpendicular to the axis remain a constant distance apart. This
is not true if deformations are large. However, since the usual deformations are very small, stresses not considered here are
negligible. For details, see S. Timoshenko, Strength of Materials, 3rd. ed., Part II, Advanced Theory and Problems (New
York: Van Nostrand, 1956), Chapter VI.
Dr. Salah R. Al Zaidee and DR. Rafaa M. Abbas Academic Year 2023-2024 Page 4
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Mechanics of Materials Chapter 6: Torsion
6.4 THE TORSION FORMULA
6.4.1 Basic Formulation
• Stresses vary linearly from the central axis of a circular member:
o In the elastic case, on the basis of the previous assumptions, since stress is proportional to
strain, and the latter varies linearly from the center, stresses vary linearly from the central axis
of a circular member.
𝐵𝑎𝑠𝑖𝑐 𝑡𝑤𝑜 𝑘𝑖𝑛𝑒𝑚𝑎𝑡𝑖𝑐 𝑎𝑠𝑠𝑢𝑚𝑝𝑡𝑖𝑜𝑛𝑠 ⟹ 𝐿𝑖𝑛𝑒𝑎𝑟𝑙𝑦 𝑣𝑎𝑟𝑦𝑖𝑛𝑔 𝑠𝑡𝑟𝑎𝑖𝑛
𝐿𝑖𝑛𝑒𝑎𝑟𝑙𝑦 𝑣𝑎𝑟𝑦𝑖𝑛𝑔 𝑠ℎ𝑒𝑎𝑟 𝑠𝑡𝑟𝑎𝑖𝑛 + 𝐻𝑜𝑜𝑘𝑒’𝑠 𝑙𝑎𝑤 ⟹ 𝐿𝑖𝑛𝑒𝑎𝑟𝑙𝑦 𝑣𝑎𝑟𝑦𝑖𝑛𝑔 𝑠ℎ𝑒𝑎𝑟 𝑠𝑡𝑟𝑒𝑠𝑠
o The stresses induced by the assumed distortions are shear stresses and lie in the plane parallel
to the section taken normal to the axis of a rod.
o The variation of the shear stress follows directly from the shear-strain assumption and the use
of Hooke's law for shear:
𝜏 = 𝐺𝛾
o This is illustrated in Figure 6-4.
o Unlike the case of an axially loaded rod, this stress is not of uniform intensity. The maximum
shear stress occurs at points most remote from the center 0 and is designated 𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 .
o These points, such as points C and D in Figure 6-3 and Figure 6-4, lie at the periphery of a
section at a distance 𝑐 from the center.
o For linear shear stress variation, at any arbitrary point at a distance 𝜌 from 0, the shear stress
is:
𝜌
𝜏 = ( ) 𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚
𝑐
where the integral sums up all torques developed on the cut by the infinitesimal forces acting
at a distance 𝜌 from a member's axis, 0 in Figure 6-4, over the whole area 𝐴 of the cross
section, and where 𝑻 is the resisting torque.
o At any given section, 𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 and 𝑐 are constant; hence, the previous relation can be
written as:
τmaximum
∫ 𝜌2 𝑑𝐴 = 𝑇 Eq. 6-1
𝑐
𝐴
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Mechanics of Materials Chapter 6: Torsion
• The polar moment of inertia of a cross-sectional area:
o However, ∫𝐴 𝜌2 𝑑𝐴, the polar moment of inertia of a cross-sectional area, is also a constant
for a particular cross-sectional area.
o It will be designated by 𝐼𝑃 in this course.
o For a circular section:
𝑑𝐴 = 2𝜋𝜌𝑑𝜌
where 2𝜋𝜌 is the circumference of an annulus2 with a radius 𝜌 of width 𝑑𝜌. Hence,
𝑐 𝑐 𝑐
2 2 (2𝜋𝜌𝑑𝜌) 3
2𝜋𝜌4 𝜋𝑐 4 𝜋𝑑 4
𝐼𝑃 = ∫ 𝜌 𝑑𝐴 = ∫ 𝜌 = 2𝜋 ∫ 𝜌 𝑑𝜌 = ] = =
4 0 2 32
𝐴 0 0
o That is,
𝜋𝑐 4 𝜋𝑑 4
𝐼𝑃 = = Eq. 6-2
2 32
where 𝑑 is the diameter of a solid circular shaft.
o Unit of 𝐼𝑃 :
If 𝑐 or 𝑑 is measured in millimeters, 𝐼𝑃 has the units of 𝑚𝑚4; if in inches, the units become
𝑖𝑛4 .
• Final Formula for Circular Sections:
o By using the symbol 𝐼𝑃 for the polar moment of inertia of a circular area, Eq. 6-1 may be
written more compactly as:
𝑇𝑐
τmaximum = ∎ Eq. 6-3
𝐼𝑃
o This equation is the well-known torsion formula 3 for circular shafts that expresses the
maximum shear stress in terms of the resisting torque and the dimensions of a member.
o In applying this formula, the internal torque 𝑇 can be expressed in newton-meters, 𝑁. 𝑚, or
𝑖𝑛𝑐ℎ − 𝑝𝑜𝑢𝑛𝑑𝑠, 𝑐 in 𝑚𝑒𝑡𝑒𝑟𝑠 or 𝑖𝑛𝑐ℎ𝑒𝑠, and 𝐼𝑃 in 𝑚4 or 𝑖𝑛4 . Such usage makes the units
of the torsional shear stress:
(𝑁. 𝑚) × 𝑚 𝑁
=
𝑚4 𝑚2
or pascals (Pa) in SI units, or
(𝑖𝑛. 𝑙𝑏) × 𝑖𝑛 𝑙𝑏
4
= 2
𝑖𝑛 𝑖𝑛
or psi in the U.S. customary units.
o A more general relation that Eq. 6-3 for a shear stress, 𝑇, at any point a distance 𝜌 from the
center of a section is:
𝜌 𝑇𝜌
𝜏 = τmaximum = ∎ Eq. 6-4
𝑐 𝐼𝑃
• Formulas applicability for circular tubes:
o Eq. 6-3 and Eq. 6-4 are applicable with equal rigor to circular tubes, since the same assumptions
as used in the previous derivation apply.
o It is necessary, however, to modify 𝐼𝑃 .
o For a tube, as may be seen from Figure 6-5, the limits of integration for Eq. 6-2 extend from
𝑏 to 𝑐. Hence, for a circular tube,
2
An annulus is an area contained between two concentric circles.
3
It was developed by Coulomb, a French engineer, in about 1775 in connection with his work on electric instruments. His
name has been immortalized by its use for a practical unit of quantity in electricity.
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Mechanics of Materials Chapter 6: Torsion
𝑐 𝑐 𝑐
2 2 (2𝜋𝜌𝑑𝜌) 3
2𝜋𝜌4 𝜋𝑐 4 𝜋𝑏 4
𝐼𝑃 = ∫ 𝜌 𝑑𝐴 = ∫ 𝜌 = 2𝜋 ∫ 𝜌 𝑑𝜌 = ] = − Eq. 6-5
4 𝑏 2 2
𝐴 𝑏 𝑏
or, stated otherwise, 𝐼𝑃 for a circular tube equal +𝐼𝑃 for a solid shaft using the outer diameter
and −𝐼𝑃 for a solid shaft using the inner diameter.
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Mechanics of Materials Chapter 6: Torsion
6.5 REMARKS ON THE TORSION FORMULA
6.5.1 Basic Remarks
• Shear stresses on planes perpendicular to the axis of the rod:
o So far, the shear stresses as given by Eq. 6-3 and Eq. 6-4 have been thought of as acting only
in the plane of a cut perpendicular to the axis of the shaft.
o There indeed they are acting to form a couple resisting the externally applied torques. However,
to understand the problem further, an infinitesimal cylindrical element 4 shown in Figure
6-7(b), is isolated.
o The shear stresses acting in the planes perpendicular to the axis of the rod are known from
Eq. 6-4. Their directions coincide with the direction of the internal torque. (This should be
clearly visualized by the reader.)
• Shear stresses act on the axial planes:
o On adjoining parallel planes of a disc-like element, these stresses act in opposite directions.
However, these shear stresses acting in the plane of the cuts taken normal to the axis of a rod
cannot exist alone, as was shown in Section 1-4.
o Numerically equal shear stresses must act on the axial planes (such as the planes 𝑎𝑒𝑓 and
𝑏𝑒𝑔 in Figure 6-7(b)] to fulfill the requirements of static equilibrium for an element.5
o Shear stresses acting in the axial planes follow the same variation in intensity as do the shear
stresses in the planes perpendicular to the axis of the rod. This variation of shear stresses on
the mutually perpendicular planes is shown in Figure 6-7(c), where a portion of the shaft has
been removed for the purposes of illustration.
4
Two planes perpendicular to the axis of the rod, two planes through the axis, and two surfaces at different radii are used
to isolate this element. Properties of such an element are expressible mathematically in cylindrical coordinates.
5
Note that the maximum shear stresses, as shown diagrammatically in Figure 6-7(a), actually act on planes perpendicular
to the axis of the rod and on planes passing through the axis of the rod. The representation shown is purely schematic. The
free surface of a shaft is free of all stresses.
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Mechanics of Materials Chapter 6: Torsion
• Direct shear failure:
o Therefore, if the shear strength of a material is less than its strength in tension, a shear failure
takes place on a plane perpendicular to the axis of a bar; see Figure 6-9.
o This kind of failure occurs gradually and exhibits ductile behavior.
Figure 6-11: Fractured cast iron specimen in torsion. The Figure 6-12: Part of fractured sandstone core
photograph on the right shows the specimen more widely specimen in torsion.
separated.
6
Ordinary chalk behaves similarly. This may be demonstrated in the classroom by twisting a piece of chalk to failure.
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Mechanics of Materials Chapter 6: Torsion
6.5.2 Examples and Homework
Example 6-4
The solid cylindrical
shaft of variable size, as
shown in mm on the
figure, is acted upon by
the torques indicated.
What is the maximum
torsional stress in the
shaft, and between what
two pulleys does it
occur?
Solution
• Shaft 1:
𝑇1 = 55 𝑁. 𝑚
25
𝑇. 𝑐 𝑇. 𝑐 (55 × 1000) × ( )
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 = = = 2 = 17.9 𝑀𝑃𝑎
𝐼𝑃 𝜋𝑑4 𝜋 × 254
( )
32 32
• Shaft 2:
𝑇2 = 880 − 55 = 825 𝑁. 𝑚
100
(825 × 1000) × (
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 =
𝑇. 𝑐
=
𝑇. 𝑐
= 2 ) = 4.20 𝑀𝑃𝑎
𝐼𝑃 𝜋𝑑4 𝜋 × 1004
( )
32 32
• Shaft 3:
𝑇3 = 880 − 55 − 275 = 550 𝑁. 𝑚
75
𝑇. 𝑐 𝑇. 𝑐 (550 × 1000) × ( )
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 = = = 2 = 6.64 𝑀𝑃𝑎
𝐼𝑃 𝜋𝑑4 𝜋 × 754
( )
32 32
• Shaft 4:
𝑇4 = 110 𝑁. 𝑚
75
𝑇. 𝑐 𝑇. 𝑐 (110 × 1000) × ( )
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 = = = 2 = 1.33 𝑀𝑃𝑎
𝐼𝑃 𝜋𝑑4 𝜋 × 754
( )
32 32
• The absolute maximum stress occurs at Shaft 1 of 𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 = 17.9 𝑀𝑃𝑎.
Example 6-5
A 100-mm-diameter core of 50 mm radius is bored out from a 200-mm diameter solid circular shaft.
What percentage of the torsional strength is lost by this operation?
Solution
• According to the example statement:
200.00
100.00
200.00
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Mechanics of Materials Chapter 6: Torsion
𝜏𝐼𝑃𝐻𝑜𝑙𝑙𝑜𝑤
𝑇𝐻𝑜𝑙𝑙𝑜𝑤 =
𝑐
Hence, the strength ratio would be:
𝜏𝐼𝑃𝐻𝑜𝑙𝑙𝑜𝑤 𝜋 4 4
𝑇𝐻𝑜𝑙𝑙𝑜𝑤 𝑐 𝐼𝑃𝐻𝑜𝑙𝑙𝑜𝑤 32 (200 − 100 ) 2004 − 1004
= = = = = 0.9375
𝑇𝑆𝑜𝑙𝑖𝑑 𝜏𝐼𝑃 𝑆𝑜𝑙𝑖𝑑 𝐼𝑃 𝑆𝑜𝑙𝑖𝑑 𝜋 × 2004 2004
𝑐 ( )
32
𝑇𝐻𝑜𝑙𝑙𝑜𝑤 = 0.9375𝑇𝑆𝑜𝑙𝑖𝑑
• Percentage of the torsional strength is lost by boring operation is:
Percentage of the torsional strength lost = (1 − 0.9375) × 100 = 6.25 % ∎
Example 6-6
A solid circular shaft of 40 mm diameter is to be replaced by a hollow circular tube. If the outside
diameter of the tube is limited to 60 mm, what must be the thickness of the tube for the same linearly
elastic material working at the same maximum stress? Determine the ratio of weights for the two shafts.
Solution
• According to the example statement:
t=?
40.00
60.00
Di = ?
• The thickness of the tube for the same linearly elastic material working at the same maximum
stress:
40 60
𝑇×(2) 𝑇×(2)
𝜏𝑆𝑜𝑙𝑖𝑑 = 𝜏𝐻𝑜𝑙𝑙𝑜𝑤 ⟹ = 𝜋
𝜋 × 404 4 4
( ) (32 (60 − 𝐷𝑖 ))
32
40 60
(2) (2)
= 𝜋 ⟹ 𝐷𝑖 = 54.95 𝑚𝑚
𝜋 × 404 ( (60 4 − 𝐷 4 ))
( ) 32 𝑖
32
60 − 54.95
𝑡= = 2.525 𝑚𝑚∎
2
• The ratio of weights for the two shafts
𝑊𝑆𝑜𝑙𝑖𝑑 𝛾𝐴𝑆𝑜𝑙𝑖𝑑 𝐿 𝐴𝑆𝑜𝑙𝑖𝑑 𝜋 × 402 402
= = = = = 2.76∎
𝑊𝐻𝑜𝑙𝑙𝑜𝑤 𝛾𝐴𝐻𝑜𝑙𝑙𝑜𝑤 𝐿 𝐴𝐻𝑜𝑙𝑙𝑜𝑤 𝜋 × (602 − 54.952 ) (602 − 54.952 )
Example 6-7
The solid circular shaft is subjected to an internal torque of 𝑇 =
5 𝑘𝑁. 𝑚. Determine the shear stress at points A and B. Represent
each state of stress on a volume element.
Solution
• Shear stress at point A:
𝑇. 𝑐 (5 × 106 ) × 40
𝜏𝐴 = 𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 = =
𝐼𝑃 𝜋 × 804
( )
32
= 49.7 𝑀𝑃𝑎 ∎
Dr. Salah R. Al Zaidee and DR. Rafaa M. Abbas Academic Year 2023-2024 Page 12
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Mechanics of Materials Chapter 6: Torsion
6)
𝑇. 𝜌 (5 × 10 × 30
𝜏𝐵 = = = 37.3 𝑀𝑃𝑎 ∎
𝐼𝑃 𝜋 × 804
( )
32
Homework 6-1
The hollow circular shaft is subjected to an internal torque of
𝑇 = 10 𝑘𝑁. 𝑚. Determine the shear stress at points A and B.
Represent each state of stress on a volume element.
Ans.
𝜏𝐴 = 24.5 𝑀𝑃𝑎 ∎
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Mechanics of Materials Chapter 6: Torsion
Example 6-8
Determine the maximum shear stress due to torsion in
the 40-mm-diameter shaft.
Solution
• The force resultant at point B is:
FB=2+6=8 kN
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Mechanics of Materials Chapter 6: Torsion
Example 6-10
Two wrenches are used to tighten the pipe. If 𝑃 = 300 𝑁 is
applied to each wrench, determine the maximum torsional
shear stress developed within regions AB and BC. The pipe
has an outer diameter of 25 mm and inner diameter of 20 mm.
Solution
• Region AB:
𝑇𝐴𝐵 = 300 × 250 = 75000 𝑁. 𝑚𝑚
𝑇𝐴𝐵 . 𝑐
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 𝐴𝐵 =
𝐼𝑃
(25)
(75000) ×
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 𝐴𝐵 = 2 = 41.4 𝑀𝑃𝑎 ∎
𝜋 × (254 − 204 )
( )
32
• Region BC:
𝑇𝐵𝐶 = 2 × (300 × 250) = 150000 𝑁. 𝑚𝑚
(25)
𝑇𝐵𝐶 . 𝑐 (150000) ×
𝜏𝑚𝑎𝑥𝑖𝑚𝑢𝑚 𝐵𝐶 = = 2 = 82.8 𝑀𝑃𝑎 ∎
𝐼𝑃 𝜋 × (254 − 204 )
( )
32
Homework 6-3
Determine the shear stress at point A on the
surface of the shaft. Represent the state of stress
on a volume element at this point. The shaft has
a radius of 40 mm.
Answer: 𝜏𝐴 = 39.7 𝑀𝑃𝑎
Solution
• Based on the indicated FBD:
TA
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