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Full text of "The theory of shrinkage and forced fits, with tabulated data and examples from practice"

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25 CENTS 



B 3 Dlfl flis 



THEORY OF SHRINK- II 
AGE AND FORCED FITS 

BY WILLIAM LEDYARD CATHCART 

WITH TABULATED DATA AND EXAMPLES 
FROM PRACTICE 



MACHINERY'S REFERENCE BOOK NO. 89 
PUBLISHED BY MACHINERY, NEW YORK 



MACHINERY'S REFERENCE SERIES 

EACH NUMBER IS ONE UNIT IN A COMPLETE LIBRARY OF 

MACHINE DESIGN AND SHOP PRACTICE REVISED AND 

REPUBLISHED FROM MACHINERY 



NUMBER 89 

THE THEORY OF SHRINKAGE 
AND FORCED FITS 

With Tabulated Data and Examples from Practice 

By WILLIAM LEDYARD CATHCART 

SECOND EDITION 

CONTENTS 

Introduction - - 3 

Preliminary Considerations - 4 

Derivation and Application of Lame's Formulas 9 

Formulas for Stresses in the Hub - - 16 

Formulas for Stresses in the Shaft - - - 19 

Shrinkage Allowances - - - 25 

Calculating Shrinkage Fits - - 30 

Practical Considerations - - :>- 33 



Copyright, 1912, The Industrial Press, Publishers of MACHINERY, 
49-55 Lafayette Street, New York City 



INTRODUCTION 



FORCED AND SHRINKAGE PITS 

A shrinkage fit is a cylindrical or slightly conical joint between two 
machine members, as a crank-web and a shaft, in which the bore of 
the outer member or crank is smaller than the diameter of the inner 
member or shaft, so that the outer member must be expanded by heat 
before it can be set in place, while, in the subsequent cooling, it con- 
tracts and grips the inner member with a force which depends on the 
character of the metals, on the thickness of the outer member, and 
on the difference between the original diameter of the bore and that 
of the inner member. This difference is called the allowance for 
shrinkage. A forced fit is based on the same principle and is virtually 
of the same character, except that the parts are forced together when 
cold by hydraulic or other pressure. 

These fits have a wide range of application, extending from small 
machine parts to built-up crank-shafts for heavy engines and the mass- 
ive forgings for high-powered guns. As a rule, the forced fit is re- 
stricted to parts of small or moderate size, while shrinkage joints have 
no such limitations, being applicable especially where a maximum 
"grip" is desired, or, as in ordnance, where accurate results as to 
the intensity of the stresses produced in the parts thus united, are 
required. With both types, skillful machining and care in assembling 
are essential; but the shrinkage joint is compact, has the fewest pos- 
sible parts, is secure against slip to the extent for which it was de- 
signed, and is tight against fluid pressure. 

The fundamental principle governing the construction of the joint 
is the same with both types: the bore of the outer hub or other mem- 
ber is smaller, and the diameter of the pin or shaft larger, than the 
diameter of the finished fit. Hence, the inner member is compressed, 
the outer expanded, and the elasticity of the metals produces a radial 
pressure at the contact-surfaces of the fit, which pressure gives the fit 
its resistance to slip. The same principle is applied in the rolled joints 
used in expanding the ends of boiler tubes in place, although, in this 
case, the process is reversed, the hollow inner member or tube being 
stretched by rolling so that, if free, it would be greater in diameter 
than the hole in the tube-sheet or header. 

As the integrity of the fit thus depends on the elasticity of the metals 
of the members, and as the formulas which follow are based on this 
elasticity and on the actions which occur during expansion and com- 
pression, it may be well to review these actions briefly and to give the 
sense in which the various terms relating to them are used in this 
treatise. 



CHAPTER I 



PRELIMINARY CONSIDERATIONS 

Stress Deformation Lateral Contraction 

An external force applied to a body acts, partially or wholly, to 
change the shape of the latter. A stress is the force acting within the 
body to oppose this change of shape. The unit stress is the stress 
on a unit of area of the cross-section. Thus, if the upper end of a 
steel rod, one inch square, be fixed, and a weight of 10,000 pounds be 
suspended from the lower end, the unit-stress on the metal will be 
10,000 pounds; if the sectional area of the rod be two square inches and 
the weight remain the same, the unit-stress will be 10,000 -=- 2 = 5,000 
pounds. Stresses may be either tensile (those that tend to elongate 
the body), compressive (those that will shorten it, as in a column), or 
shearing (which act to cut across the body, as in punching a rivet 
hole). Both tensile and compressive stresses may act at the same time, 
in the same line, on the same body, in which case the resultant stress 
will be the difference between the two, and in kind like the greater. 
Tensile stresses are usually considered as positive, and compressive 
stresses as negative, the resultant stress being their algebraic sum. 

An external force not only puts the material under stress, but also 
causes some, usually slight, change in its shape. This change is called 
a deformation, and this deformation may be, under tension, an elonga- 
tion; under compression, a shortening; or, under shearing, a detrusion 
or thrusting aside of the metal. The unit-deformation is the change 
in shape of a unit of the original length of the body. Thus, if a rod, 
50 feet (600 inches) long, be stretched one inch by an applied load, the 
unit-deformation will be 1/600 of an inch. 

A stress, tensile or compressive, has not only full effect in its line 
of action, but also produces compression in a direction at right angles 
to that line. This action is called lateral contraction. Thus, referring 
to Fig. 1, if the short length between the planes ab and cd of a rectangu- 
lar bar be subjected to the unit tensile stress T at right angles to the 
ends ab and cd, the stress in planes parallel to the line of action of 
T will be equal to T; but the stretching of the metal in the direction 
of this line causes a contraction in the directions which are perpendicu- 
lar to it. This contraction is equivalent to that which would be caused 
by a unit compressive stress P^ acting on the sides be and ad, and by 
a similar stress P 2 acting on the sides ac and bd. The magnitude of 
these induced compressive stresses depends on the metal. For wrought 
iron and steel, P! and P 2 are each taken usually as equal to 1/3 T; for 
cast iron, the ordinary values are about 1/4 T. This fraction, 1/3 or 
1/4, is called the factor of lateral contraction, which factor will be des- 
ignated by in the following. "Poisson's ratio," which is a constant 



PRELIMINARY CONSIDERATIONS 



used to determine the lateral effect of direct stress, refers to the same 
action. 

If the unit-stress T, Fig. 1, had been compressive instead of tensile, 
there would still have been compression on planes parallel to its line 
of action, but that compression would then act outward from, instead of 
inward toward, the. axis of the body. The lateral effect would be to 
elongate, not to contract. So far as is known, the factor of lateral 
contraction has the same value in compression as in tension. Thus, 
in Fig. 1, assume that P x and P 2 are direct compressive stresses and 
that there is no direct tensile stress like T. Then P x and P 2 will each 




Machinery.N.Y. 



Pig. 1. Lateral Contraction Induced by Direct Tensional Stresses 

develop lateral and equivalent tensile stresses, so that the actual unit 
stresses will be: 

In the direction of T, <j> (P i + P 2 ). 

In the direction of P lf P 2 P,. 

In the direction of P 2 , P x P 2 . 

A stress thus developed by lateral action is identical in effect with 
a direct stress of its direction and magnitude. The direct stress, which 
does not consider lateral contraction, if the latter exist, is known as 
the apparent stress, while the true stress is the algebraic sum of the 
apparent stress and the stresses in its direction due to lateral action. 
It should be borne in mind that the true stress is the actual stress to 
which the body is subjected and by which the deformation is caused. 
Merriman says in "Mechanics of Materials," edition of 1899, page 291: 
"The true resistance of a body depends upon the actual deformations 
produced, and these are measured by the true internal stresses." 



6 



No. 89 FORCED AXD SHRINKAGE FITS 



When there are several direct stresses acting on a body, the use of 
a general equation in which all stresses are assumed to be tensile, will 
prevent error in ascertaining the true stress in any given direction. 
Thus, let there be three direct or apparent tensile stresses, t lt t* and 
f s , applied to the three sets of parallel sides of the body in Fig. 2, and 
let T lt T a , and T, be the corresponding true stresses. Then: 

7 7 1 t t <(> t, <t> f , 

which is the general equation for this stress. If t, had been a com- 
pressive stress, the equation would be: 

T, = *, ( *,) f, = t, + ( t, *,) 




s . * 3 = APPARENT UNIT-STRESSES 
T,, Tj,.T 3 = CORRESPONDING 
TRUE STRESSES 



Machinery.N.Y. 



Fig 1 . 2. True and Apparent Stresses 

In this way, by writing the general equation for each stress on the 
assumption that all are tensile, and then changing the signs of those 
which are compressive, the true stresses are readily found. 

Elastic Limit-Modulus of Elasticity 

The elastic limit is that unit-stress at which the elasticity of the 
metal begins to disappear, that is, the stress at which it will not 
wholly regain its original form after the removal of the stress, and, 
hence, at which some "permanent set" makes its appearance. Theo- 
retically, this limit occurs at a definite point, but experimentally it 
cannot be sharply marked, and is taken as the stress at which the "set" 
becomes fully distinguishable. Within the elastic limit, the deforma- 
tion is approximately proportional to the stress producing it; beyond 



PRELIMINARY CONSIDERATIONS 7 

that limit, this ratio is no longer constant. General values of the elas- 
tic limit are: Cast iron, in tension, GOOO, and in compression, 20,000 
pounds per square inch; wrought-iron and steel, in either tension or 
compression, 25,000 and 50,000 pounds per square inch, respectively. 
These values, however, differ considerably for different kinds of steel, 
and also depend upon its treatment. 

The modulus or coefficient of elasticity, E, is the ratio of a unit- 
stress to the unit-deformation which that stress produces. Thus, if 
IS is the stress and s the deformation, E = S -=- s. E is a, constant for 
each similarly treated metal until the stress reaches the elastic limit. 
General values of E, for either tension or compression, are: Cast iron, 
15,000,000; wrought-iron, 25,000,000; steel, 30,000,000. 

Shrinkage Stresses Approximate Method (Tires) 

When the thickness cf the outer member of a shrinkage fit is rela- 
tively small as compared with the diameter of the inner member, as is 
the case with a locomotive wheel-center and tire, the compression of 
the inner member is negligible in practice and the radial pressure on 
the fitted surfaces may be considered as expended wholly in producing 
stresses in the outer member. In a tire thus shrunk on, there are 
two stresses, one radial and compressive, and the other the circumfer- 
ential or "hoop" stress which acts tangentially on a diametral plane 
to burst the tire. This tangential or hoop stress is the only one re- 
quiring consideration. 

Let #0 = original internal radius of tire, 
R = radius of wheel-center, 

t = mean unit tensile hoop stress in tire when expanded, 
f t unit-deformation (elongation) due to t, 

t 
E = = modulus of elasticity, 

et 

p = unit radial pressure on fitted surfaces of wheel-center and 
tire, 

fc = width of tire, axially, 
T = thickness of expanded tire, radially, 
/ =3 coefficient of friction at fitted surfaces. 

The deformation or elongation per unit of length of the tire may be 
taken as equal to the increase in length of the latter by expansion, di- 
vided by the original internal length. Since the length of the circum- 
ference is directly proportional to that of its radius, we have: 

R R <} 



t = Eet = E X - 

Ro 

The expanded tire is virtually in the condition of a cylinder subjected 
at all points internally to the outward pressure p. The force tending 



8 No. 89 FORCED AND SHRINKAGE FITS 

to rupture such a cylinder on a diametral plane is equal to the pro- 
jected area of the cylinder, multiplied by the internal pressure, or: 

2R X & X P 

and the resistance opposed by the tire to rupture is equal to the 
product of its sectional area by the average hoop stress, or: 

2& X T X t 

Equating the force and resistance, and substituting the value of t, 
we have: 

Tt ET (RR ) 



R RR 

Multiplying the area of the fitted surface by the radial pressure and 
the coefficient of friction, the total resistance to slip is: 



As an example, assume that a steel tire, S 1 /^ inches wide and Zy 2 
inches thick, is shrunk on a wheel-center 66 inches in diameter. Let 
the allowance for shrinkage be about 0.001 inch per inch of diameter, 

0.070 

or 0.070 inch, total. Then R = 33 inches, R = 33 , = 32.965 

2 

inches, and, taking E as 30,000,000, the average tensile stress in the 
tire is 31,900 pounds per square inch, which is well within an elastic 
limit of 50,000 pounds. This value of t gives p = 3380 pounds per 
square inch, and, taking / = 0.2, the total resistance to slip is approxi- 
mately 385 tons of 2000 pounds each. 

This method is approximate for several reasons: 

1. As we have assumed no compression in the wheel-center, the 
value e t . as given in the first equation, is really the unit-deformation 
at the inner surface of the tire, where that deformation is a maximum, 
so that the value found for t is, as an average stress, too high, as is 
that of p also; thus, the compression of the wheel-center, if considered, 
would slightly reduce the average tensile stress. 

2. The lateral contraction, due to the radial stress in the tire, is 
neglected, and this action would increase the tensile stress, as found 
above. 

3. The tensile stress is assumed to be uniform over the cross-section 
of the tire, while it is really a maximum (see Fig. 5) at the fitted sur- 
face. As the thickness of the tire is relatively small as compared with 
its diameter, the aggregate error will not be material, if the shrink- 
age-allowance is moderate as in this case. 



CHAPTER II 



DERIVATION AND APPLICATION OP 
LAMB'S FORMULAS 

When the outer member of a shrinkage fit is relatively thick, as a 
wheel-hub or a crank-web, the approximate method given in the previ- 
ous section will not serve, and recourse must be had to the formulas 
deduced for the investigation of the stresses in thick cylinders sub- 
jected to radial pressure this pressure being internal for the outer 
member of the fit and external for the inner member. As in the tire, 
there are two "apparent" stresses in such a cylinder, the tangential or 
"hoop" stress, and the radial stress. The latter is always compressive; 
the former, in a shrinkage fit, is tensile in the outer member and com- 
pressive in the inner, while, in a gun, built up of superposed cylinders, 
it may be either tensile or compressive, as the location of the cylinder 
and the magnitude of the powder pressure determine. In any event, 
the tangential and radial stresses are interdependent; they affect each 
other by lateral contraction; and, through the latter action, they pro- 
duce in the outer member a longitudinal compressive stress, parallel to 
the axis of the fit. 

Various formulas have been proposed for the determination of the 
stresses in thick cylinders. Those founded on the principles estab- 
lished by Lame have found general acceptance, since they avoid the 
assumptions on which others are based. Their close approach to ac- 
curacy is shown by their use in the design of high-powered guns, in 
which the stresses at the instant of explosion are very near the elas- 
tic limit of the metal. Lame's fundamental formula may be deduced 
in several ways; the method* given below is due to Professor P. R. 
Alger, U. S. Navy, of the Bureau of Ordnance. 

Fig. 3 represents a thick, hollow cylinder subjected to internal and 
external fluid pressure; the cylinder is assumed to be free at the ends, 
in order to prevent direct longitudinal stress. 
Let P = internal unit pressure, 
P 1 = external unit pressure, 
-R = internal radius of cylinder, 
.R! = external radius of cylinder, 
r = radius of any point within cylinder walls, 
t = "apparent" tensile tangential or "hoop" unit stress at ra- 
dius r, 

p = "apparent" radial .compressive unit-stress at radius r, 
Z = "true" longitudinal unit-stress at radius r, due to lateral 
contraction. 



*Cathcart, "Machine Design: Fastenings," New York, 



10 



No. S 9 FORCED AND SHRINKAGE FITS 



T = "true" tangential stress at inner surface of radius R , 
TJ = "true" tangential stress at outer surface of radius R^ , 
e t unit-deformation due to "true" tangential stress at radius r, 
<e p = unit-deformation due to "true" radial stress at radius r, 
>e\ =3 unit-deformation due to "true" longitudinal stress at ra- 
dius r, 

<t> = factor of lateral contraction = 1/3 for steel, 
E = modulus of elasticity = 30,000,000 for steel. 
In this deduction, it is assumed: 

a. That there is no direct longitudinal stress in any layer of the 
cylinder walls. 

b. That a transverse section of the cylinder when not under pressure, 
remains a plane normal to the axis of the cylinder when the latter is 




Machinery, &. Y. 



Fig. 3. Thick Hollow Cylinder Subjected to Internal and 
External Fluid Pressure 

under stress, i.e., that the longitudinal stress due to lateral contraction 
is uniform over the whole cross-section. 

c. That the total or "true" stress in any direction is the measure of 
the tendency to yield in that direction. 

d. That the factor of lateral contraction is equal to 1/3. 

The true stresses in the indefinitely thin cylinder of radius r are: 



tangential unit-stress t ( </> p) =t -\ 

3 



radi'al unit-stress = p <p t = 



longitudinal unit-stress = <f> t -f /> p 



r p 

\T~T 



By the definition of the modulus of elasticity, the corresponding unit- 
deformations are: 



LAME'S FORMULAS v 11 



e f = (p + #/3) +E (1) 

ei = U/3 p/3) -i-^J 
Since, by hypothesis, e^ is constant: 

f p = constant = k 
But, 

C Rl td r = Po Po - Pi Ri 
and, assuming t = f (r), this gives: 



r dp 

whence f (r) = pr; and so t = f (r) = p -- .. 

dr 

Thus, we have 

rdp 

t p = k, and t + p = -- 
dr 

rdp 

whence 2p + k = -- the integration of which gives: 
dr 



r 2 
where k^ is a constant of integration. Combining with t p k, we 

k* 
have t + p = -- . 

r 2 

The equations which express the relation between "hoop" or tangen- 
tial tension and radial stress at all points within the cylinder walls 
are then: 

t p = k = T P s= T, P, 

(t + p) r 2 =k*=(To + P ) R 2 =(T 1 + P 1 ) R, 2 
Eliminating T l between the last parts of these equations, we have: 
P (R, 3 + R*) 2R*P, 



RS R > RSRS 

and substituting this in the first parts of the same equations, we have, 
after combining: 

PJUPJl? fio'fii'CP. PI) 1 
t = - - + - - X (2) 

R* R* RSRO* r* 

PJVP&* P 2 R? ( Po P* ) 1 

p = -- - - + - - X- (3) 

RS RJ RSRo' r 3 

which are Lame's fundamental formulas for the "apparent" stresses in a 
thick cylinder subjected, internally and externally, to fluid pressure. 
In deriving these formulas, p has been taken as a compressive stress. If 
it had been assumed to be tensile, the signs in Equation (3) would 



12 



No. 89 FORCED AND SHRINKAGE FITS 



liave been reversed. With this change, however, it will be found that, 
in the shrinkage fit, this equation will give negative values, showing 
that p is a compressive stress. To obtain the "true" or actual stresses, 
the value* of t and p from (2) and (3) are modified in the succeeding 
equations for the effect of lateral contraction, according to the methods 
of Clavarino. , 

Application of Lame's Formulas to Compound Cylinders 
The shrinkage fit is applied to a compound cylinder, i. e., to two cyl- 
inders, one superposed on the other. The inner cylinder may be solid, 
as in the ordinary shaft or hollow, as shafts and large crank-pins of 
steel are often made. Fig. 4 represents such a compound cylinder, the 
conditions being the same as in Fig. 3, except that the radial pressure 
P! is, in Fig. 4, produced by the shrinkage of the outer cylinder of ex- 



TANGENTIAL STRESSES 
TRUE APPARENT 




Machinery, N.Y. 



Fig. 4. Compound Cylinder consisting 1 of an Outer 
Cylinder shrunk onto an Inner 

ternal radius R 2 . There is no external pressure on this cylinder, ex- 
cept that of the atmosphere, which is negligible. In the shrinkage fit, 
the metals of the inner and outer members may not be the same, and 
the tangential stresses in the two cylinders at the contact surface also 
differ. 

Let E = modulus of elasticity, outer cylinder, 
EI = modulus of elasticity, inner cylinder, 
= factor of lateral contraction, outer cylinder, 
#! =5 factor of lateral contraction, inner cylinder, 
t = apparent tangential unit-stress, inner surface of inner cyl- 
inder, 

*! = apparent tangential unit-stress, outer surface of inner cyl- 
inder. 

T and T! = corresponding true tangential stresses, 
Po and P! = corresponding apparent radial stresses, 
* 2 = apparent tangential unit-stress, inner surface of outer cyl- 
inder, 

T 2 =: corresponding true tangential stress, 
2> 2 = corresponding apparent radial stress. 



LAME'S FORMULAS 



13 



It should be observed that, in deriving Equation (2), t was assumed 
to be a tensile stress. Therefore, in the deductions by substitution 
which follow, if the formula gives a negative value, the stress t or 
f,, which represents t for these conditions, is compressive. Similarly 
in Equation (3) p is by hypothesis always a compressive stress, and 
the formula gives, in the substitutions, simply its numerical value, as 
Pi. P-2, etc., for various conditions, and these values, when used in the 
equations for the true stresses, should have the minus sign. 

Outer Cylinder 

In a shrinkage fit, the only important stress in this cylinder is the 
true tangential stress at the inner surface, where that stress is a maxi- 




Machinery, N. Y. 



Fig. 5. Graphical Representation of Stresses produced by Shrinkage Fits 

mum. (See Fig. 5). Since, for equilibrium, the pressure P^ from the 
outer cylinder must be opposed by an equal and opposite pressure from 
the inner cylinder, the former cylinder is virtually under the same 
conditions as the latter, except that it is not subjected to external pres- 
sure. Hence, Equations (2) and (3) may be applied to the outer cyl- 
inder, by changing R to R t , R^ to R 2 , P to P lf and P! to zero. Making. 
these substitutions and with r = R we then have the apparent unit- 
stresses in the outer cylinder at the inner surface: 



R* R* 



(5) 



Considering lateral contraction, the corresponding true tangential 
tensile unit-stress is: 

T, = t 2 ( $ p a ) = t, + p 2 



(6) 



14 



o, S 9 FORCED AND SHRINKAGE FITS 



Inner Cylinder, Hollow 

This cylinder corresponds to a hollow shaft forming the inner mem- 
ber of a shrinkage fit. The stresses to be found are the true tangen- 
tial stress at the outer surface, which is required to determine the al- 
lowances, and the similar stress at the inner surface, since the tangen- 
tial stress in such a cylinder is compressive and reaches its maximum 
at the bore (See Fig. 6). Equations (2) and (3) are applicable, if P 
be made equal to zero, since there is only the atmospheric pressure on 
the bore of the shaft. 




Machinery. ff. 



Fig. 6. Graphical Representation of Stresses produced by Shrinkage Fits 

Making r = R 1 , and P = zero, we have the apparent unit-stresses in 
the inner cylinder at the outer surface: 

P, (R* + fl ) 

.= -- , -- (7) 



The corresponding true tangential compressive stress iS: 
5P t = t, ( p,) = t l -f 0, p, 



(8) 



(9) 



> 2 p J 

KI -"-o 

For the Inner surface, r = -R , and P = zero in Equations (2) and 
(3). The apparent stresses, therefore, are: 



LAME'S FORMULAS 15 



*, = PtX --- (10) 

#>' JV 

Po=0 (11) 

Since p = 0, the true tangential compressive stress is: 

2 P, flj 2 
T=:*, = - (12) 

t -i* Q 

which is evidently greater, numerically, than TV 
Inner Cylinder, Solid 

If the inner cylinder be solid, the conditions will correspond with, 
those of a solid shaft forming the inner member of the fit. Equations 
(2) and (3) will apply, if R and P be made equal to zero. The only 
stress of importance is the tangential stress at the outer surface, which 
is required in determining the allowances. 

Making these substitutions, the apparent stresses at the outer surface 
are: 

t 1 = P 1 (13) 

Pi = Px (14) 

The true tangential compressive stress is, therefore: 
T 1 = t, ( 0! Pl ) = ft + X p, 

T 1 = ~ Pad 0,) (15) 

The values given in Equations (13), (14) and (15) are valid for any 
point between the outer surface and the center of a solid shaft, since, if 
in Equations (2) and (3), R and P be made equal to zero, tne second 
term of the right-hand member of each equation vanishes, no matter 
what value may be given to r, the radius of the point considered. In 
general, therefore, in a solid shaft subjected to a uniform external 
radial pressure, the true radial and tangential compressive stresses are 
equal at all points, and the intensity of each is uniform throughout. 



CHAPTER III 



FORMULAS FOR STRESSES IN THE HUB 

As shown in Fig. 5, the tangential tensile stress in the hub reaches 
its maximum at the inner surface and decreases rapidly from that sur- 
face outward. The true stress at the hore is therefore of primary im- 
portance, since the metal is under its greatest stress there. This stress 
must not exceed the elastic limit, and is one of the factors which deter- 
mine the "grip" of the fit. In Equation (6), the radii are those of the 
expanded hub, and the use of these dimensions would make computa- 
tion complex. No material error will be caused by the substitution for 
them of the corresponding nominal radii, I. e., those of the hub before 
expansion, and thus disregarding the allowances which are but a few 
thousandths of an inch. 

Let A = nominal internal diameter of hub, 
D 3 = nominal external diameter of hub, 




$ = 1/3 for steel and 1/4 for cast-iron. 
Substituting in Equation (6) : 

r f = P 1 (o + 0) (16) 

4Z> 2 ' + 21V 

T a = Pj. X - - for steel, ( 17 ) 

3 (ZX 2 ZV) 

5Z> 2 2 + 3ZV 

T., = P 1 X for cast-iron. (18) 

4 (D 2 2 IV) 

Resistance of Hub to Bursting Load 

The relation between the bursting load on the hub, due to the radial 
pressure on the fit, and the true tangential stress which resists it, is 
shown graphically in Fig. 5. If a cylinder be subjected to the unit in- 
ternal radial pressure P,, the force tending to burst it on a diametral 
plane is equal, for a section of unit length, to the product of this pres- 
sure by the diameter, or P X 2Ri, which is the area of the load-dia- 
gram dee'd'. This bursting load is resisted by, and equal to, the sum 
of the true tangential stresses in the cylinder-walls, which sum is rep- 
resented by the two equal stress-diagrams, abed and a'&'c'd'. Hence: 
Load-area dee'd'= 2 X stress-area abed. 

The stress-area is laid out by plotting as ordinates on the diameter 
the values of the true tangential stress, t + P, as found by the meth- 
ods on page 13, and giving r various values from R^ to R 3 . The aver- 



STRESSES IN THE HUB 17 

age tensile unit-stress in the cylinder-wall, or in the hub in this case, 
is equal to the area of the load-diagram, divided by the thickness of 

the hub i. e., - . 

Fig. 5 shows that it is impossible for the shrinkage-load on the hub 
to burst that member, so long as the true hoop stress T 2 at the bore 
does not exceed the ultimate tensile stress of the metal. Again, divid- 
ing Equation (5) by (4), we have from the apparent stresses: 

t 2 tn RJ + -Rl 2 

which equation proves that the radial pressure P t at the fit can never 
be equal to the apparent hoop stress t 2 in the hub at the bore, even if 
t 2 be the ultimate tensile strength and R 2 be increased indefinitely. 
This is again shown by the fact that the equation may be transformed 

into 

Ir+'Pi 



from which it appears that if P 1 = t,, R 2 becomes infinite, i. e., no thick- 
ness whatever will prevent rupture. This condition fixes the useful 
limit of thickness of a cylinder, not reinforced by one or more enclos- 
ing cylinders so shrunk on as to put the innermost cylinder under ex- 
terior compression. No unsupported cylinder can be made thick 
enough to withstand an internal pressure per square inch which is as 
great as, or greater than, the ultimate 'tensile strength of the metal. 
Rankine gives in "Applied Mechanics," London, 1869, page 293: 



P, + 2 P 2 

in which T is the ultimate tensile strength of the metal of the cylin- 
der. From this equation it follows that if the internal pressure P x is 
equal to or greater than the sum T -f 2 P,, of the ultimate strength and 
twice the external pressure, no thickness, however great, will enable 
the cylinder to resist the pressure. 

With regard to the possible intensity of shrinkage-stresses, it should 
be borne in mind that shrinkage fits are usually made on the working 
parts of machines, and hence that the stresses due to shrinkage may be 
increased by others developed by the external forces applied to the 
member when the machine is in operation. In such cases, the total 
stress which will exist at any time should be considered in determining 
the shrinkage-allowances. 

Effect of Thickness of Hub on Resistance to Slip 

The principle governing the effect of the thickness of hub on the re- 
sistance to slip may be seen most readily from the formulas for the 
apparent stresses. Thus, Equation (19) shows that if the radius of the 



18 



No. 89 FORCED AND SHRINKAGE FITS 



fit and the tangential stress at the bore of the hub are constant, the 
effect of variation in the external radius is simply to change the inten- 
sity of the radial pressure P^ at the fit a greater hub-thickness in- 
creasing the "grip," and a smaller decreasing it. Thus, if R 2 = 2R lt 
P 1 = 0.6 2 ; if R 2 =3R lt P 1 = 0.8 2 , etc. 
From Equations (17) and (18), we have: 

3 (IV IV) 

P! = T 2 x for steel, ( 20 ) 

4 Z) 2 2 + 2 ZV 

TABLE X 



Values of Ratio A, as computed from Equation (22). 




Pt 




p 


Ratio of Nomi- 
nal Diameters 


Ratio A = 
T 8 


Ratio of Nomi- 
nal Diameters 


Ratio A = 
T a 


Da 




D 2 




of Hub, 






of Hub, 






Di 


Steel 


Cast Iron 


DI 


Steel 


Cast Iron 




(<*> = *) 


(*-*) 




Cf-tt 


- 


1.5 


0.341 


0.351 


2.8 


0.615 


0.648 


1.6 


0.382 


0.395 


8.0 


0.632 


0.666 


1.8 


0.449 


0.466 


3.2 


0.645 


0.682 


2.0 


0.500 


0.522 


3.4 


0.657 


0.695 


2.2 


0.539 


0.565 


3.6 


0.666 


706 


2.4 


0.570 


0.599 


3.8 


0.675 


0.715 


2.6 


0.595 


0.626 


4.0 


0.682 


0.723 



P, = T 2 x 



4 (Z) 2 2 



for cast-iron, 



(21) 



5 D 2 2 + 3 D, 2 

which give the values of the radial pressure at the fit in terms of the 
true tangential stress at the bore of the hub. 
From Equation (16) : 

P, 1 D.'D> 

= - = - - . = 4 (22) 

T 2 a + D 2 2 (! + </>) +#i 2 (1 0) 

a ratio which is of service in computing the allowances. Table I gives 
values of A for various diametral ratios. If the true tangential stress 
T 2 is known or assumed for any of the diametral ratios tabulated, the 
intensity of P lt and hence the resistance of the fit to slip may be found 
by multiplying T 2 by the corresponding value of A. 



CHAPTER IV 



FOEMULAS FOB STEESSES IN THE SHAFT 

The radial and tangential stresses in the inner member are, as shown 
previously, both compressive. To both, the same principle applies: 
each is a measure of the deformation in its direction only at the point 
where the given intensity of stress exists. If, for example, the radial 
stress varies from the circumference to the center, its intensity at any 
given point will not measure the deformation of the entire radius of 
the member, but only the amount of deformation at the point consid- 
ered. The only stress which will cover both cases solid and hollow 
shafts and give the reduction in the external diameter of the mem- 
ber, is, therefore, the true tangential stress at the outer surface, since 
the circumference of that surface and its diameter must decrease to- 
gether. As with the hub, the nominal diameters may be substituted 
for the corresponding dimensions of the compressed shaft. 

Let D = nominal internal diameter of hollow shaft, 

D! = nominal external diameter of hollow or solid shaft, 
R> + R 2 IV + D 2 

~ ~ 



= B 
P. 

0i = l/3 for steel and 1/4 for cast iron. 

Solid Inner Members 

Equation (15) gives the true tangential stress at the outer surface. 
From that equation: 

2\ = 2/3 P! for steel ( 23 ) 

7\ = 3/4 P x for cast iron. (24) 

Since 2\ is a compressive stress: 

T! 

= 1 a = B for solid inner members (25) 

Pi 

This ratio is of service in computing the allowances. In a solid 
shaft, both the radial and tangential stresses are, as mentioned before, 
uniform in intensity from the outer surface to the center, and are equal 
at all points. 

Hollow Inner Members 

Equation (9) gives the true tangential stress at the outer surface. 
From that equation: 

2\ = P> (ft a ) (26) 



= P! X -* - for steel, (27) 

3 (IV JD ) 



20 



No. 89 FORCED AND SHRINKAGE FITS 



and, since 7\ is compress! ve: 

3?, 

=h <t>! = B for hollow inner members. (28) 

P, 

Equation (12) gives the true tangential stress T at the inner surface. 
From (12) and (27): 

To 3 DS 

for steel. (29) 

T, D* + 2 ZV 

This expression shows the marked increase in the tangential stress 
from the outer surface to the bore. 

The values of B for hollow steel shafts of various diametral ratios 
are given in Table II. 

Work Done in Compressing 1 Solid and Hollow Shafts 
The compressibilities of solid and hollow shafts differ, the solid shaft 
being the stiffer. In a solid shaft under radial pressure, the radial and 

TABLE II 



Values of Ratio B for hollow steel shafts of external and internal 
diameters, D and D , respectively. 


D 
Do 


B-5 

Pi 


D! 

Do 


B-,*' 

Pi 


2.0 
2.5 


1.333 
1.048 


3.0 
3.5 


0.917 
0.844 


For solid inner members Equation (25), B = 2/3 for steel and 3/4 
for cast iron- 



tangential stresses are equal at all points, as mentioned, and their in- 
tensity is uniform throughout. This can be proved from Equations (2) 
and (3) by making R and P equal to zero. The second term of the 
right-hand members of both equations will then disappear, and for any 
value of r from zero to R lf t = P x and p = P 1 , p being a compressive 
stress by hypothesis. These relations are shown graphically in Fig. 6, 
where Oa = c& = P l = t = p. The diagram Oa&c, therefore, repre- 
sents the total apparent tangential stress in one-half of a solid shaft. 
Since this total stress is produced by the total stress in the left side of 
the hub, whose tangential value is represented by the diagram cdef, 
the two stress-areas are equal, or Oa&c = cdef = P x X RI. 

Now, consider the hollow shaft on the right-hand side (Fig. 6), whose 
original diameter was sufficiently greater than that of the solid shaft 
to make the radius R! of the fit and the radial pressure P x on the latter 
the same as before, with the same hub and hub stresses, so that ghkl = 
cdef. From Equation (7) it will be seen that the apparent tangential 
stress at the outer surface is P t h, and is hence greater than that of a 
solid shaft [Equation (13)], since h is always more than unity. Equa- 



STRESSES IN THE SHAFT 21 

tions (2) and (3), with suitable substitutions, show that the tangential 
stress increases rapidly toward the bore, where its magnitude is given 
by Equation (10). The area representing the total tangential stress is 
Imnq, Fig. 6, and, as before, Imnq = ghkl = cdef = P, X R The 
radial stress is no longer uniform as in a solid shaft, but is equal to 
P l at the outer surface, and decreases to zero at the bore [see Equa- 
tions (8) and (11)]. 

It will be seen, then, that if two shafts one solid, the other hollow 
when subjected to the same external radial pressure P,, are compressed 
to the same radius R lt the tangential stresses in the hollow shaft will 
be considerably greater than those in the solid shaft. The reason for 
this increased effect of P^ on the tangential stress is that the hollow 
shaft lacks the support of the solid and compressed cylinder of radius 
R which has been removed at the bore. In the solid shaft, at the 
layer of radius R , there is an outward radial pressure equal to P lt 
while, in the hollow shaft, at this radius, the radial pressure is zero. 
These relations can be shown by making P =:P 1 in Equation (2), 
when the second term of the right-hand member will disappear, and, 
at all radii between R and R lt the tangential stress will be equal to 
PL as in a solid shaft. In this assumed case, the outward radial pres- 
sure P! at the bore produces the total apparent tangential tensile stress 
in the hollow shaft shown by the area qsvl, and, if this be deducted 
from the area Imnq, the remainder will be the area Iwxq, corresponding 
with that for a solid shaft between the radii R^ and R . The deduc- 
tions, as above, apply also to the true tangential stresses, which are the 
same in kind as the apparent stresses, although differing in intensity. 

Effect of Lateral Contraction 

It has been shown that in the outer member of a shrinkage fit, lateral 
contraction increases the apparent radial and tangential stresses, each 
by an amount equal to one-third for steel, so that the true stresses are 
that much greater, and that in the inner member there is the same pro- 
portionate, but reverse, effect, which acts to reduce the intensity of the 
direct stresses. This action also develops secondary longitudinal stress- 
es in both members, which, however, are negligible in a shrinkage fit. 
Thus, in the outer member, the tangential tensile stress t produces a 
longitudinal compressive stress whose intensity is t, and the radial 
compressive stress p causes a longitudinal tensile stress equal to <f>p. 
The resultant longitudinal compressive stress at any point of radius r 
is then (see Fig. 3) : 

l = <j>t + <f>p = $ (t p) 

As an extreme example, take a steel hub shrunk on a solid steel shaft, 
the external diameter of the hub being 1.5 times that of the shaft. Let 
the shrinkage allowances be such as to produce a true tangential tensile 
stress of 30,000 pounds per square inch at the bore of the hub. From 
Table I we find that the unit radial pressure on the fit is 10,230 pounds. 
Applying the formulas previously given: 



22 No. 89 FORCED AND SHRINKAGE FITS 

Hub at Bore : Apparent Stress True Stress 

. Tangential tensile stress 26,598 30,000 

rladial compressive stress 10,230 19,096 

Shaft at Outer Surface: 

Tangential compressive stress 10,230 6,820 

Radial compressive stress 10,230 6,820 

The stresses given in the table above were calculated as follows: 
The true tangential unit stress T, at the bore of the hub is 30,000 

R., 
pounds, the ratio of the hub diameter is - = 1.5; from this ratio, jR 2 2 =: 

RI 

2.25 R?. From Table I, when R 2 -f- R 1 = l. 5, with both members of steel, 
ratio A = 0.341. Hence 



= 0.341 



T z 30,000 

P, = 30,000 X 0.341 = 10,230 pounds = unit radial pressure. 
Hub at bore. The apparent tangential tensile stress is: 

P, (R, 2 + R*) 

t, = -- (4) 

R.? R* 

Substituting the values of P x and R^. 

3.25 

t t = 10,230 X - = 26,598 pounds. 
1.25 

The apparent radial compressive stress is: 

p 2 =:P 1 = 10,230 pounds. ( 5 ) 

1 
The factor of lateral contraction 0, for steel, is = 0.333. The true 

3 
tangential stress is: 



(6) 



The true radial stress is: 



/3.25 \ 

= P! I - + 0.333 I = 30,000 pounds. 
\1.25 / 

al stress is: 

[* (JV + JR,*)"1 
l + 
R** - #i 2 J 

(3.25V 
1 + 0.333 X - 1 =19,096 pounds. 
1.25/ 

Shaft at outer surface. The shaft is solid. The apparent tan- 
gential (compressive) stress at the outer surface is: 

t 1 = P 1 = 10,230 pounds. (13) 

The apparent radial (compressive) stress is: 

p l = P 1 = 10,230 pounds. (14) 



STRESSES IN THE SHAFT 23 

The true tangential stress is: 

T, = P, (1 0) =10,230 (1 0.333) =6,820 pounds. (15) 
The true radial stress is: 

P\ = P, (1 0) =6,820 pounds. 

It will be seen that the use of the apparent, in place of the true, 
stresses introduces errors which, with regard to the hub, may be 
serious even in less extreme cases than the above. 

Resistance to Slip 

The resistance of the fit to slip is theoretically equal to the product 
of the area of the contact-surface times the unit radial pressure on 
that surface times the coefficient of friction. 
Let D! = nominal diameter of fit, 
L = length of fit, 

P x = unit radial pressure on fitted surfaces, 
/ = coefficient of friction, 
Q = total resistance to slip. 

Then Q = irD 1 XLxP 1 Xf (30) 

Since slip begins with the parts at rest, the coefficient of friction 
for rest applies in computing the initial resistance. There is con- 
siderable variation in the values given for this coefficient. Reuleaux 
and Weisbach use 0.2. Rennie, in experiments on metals usually 
unlubricated, found the following values for /: 

Wrought-iron on cast iron 0.28 to 0.37 

Steel on cast iron 0.3 to 0.36 

In Professor Wilmore's experiments, the average value of this co- 
efficient was 0.102. These tests were made with a series of cast-iron 
disks, 4 inches in diameter and 1 inch thick, which were either forced 
or shrunk on steel spindles about 1 inch in diameter, the fit being 
about 1 inch long. Five sets of these spindles were used, the diam- 
eter of the first set being 1.001 inch and the allowances for each 
subsequent set increasing by 0.0005 inch. The spindles were pulled 
from the disks in the ''tension" tests of the fit and twisted in the 
holes in measuring the resistance to slip in torsion. The shrinkage 
fits were found to be 1.5 times, and the forced fits 1.3 times, stronger 
in torsion than in tension. This result was to be expected, if the 
resistance measured was not that to initial slip only, since, in torsion, 
the grip is undiminished during progressive slipping, while, in ten- 
sion, the area under pressure decreased steadily as the spindles left 
the disks. 

Let P = force acting to twist a solid shaft, 
p = lever arm of P, 

/ = polar moment of inertia of shaft, 

c = distance of most remote fiber of shaft from axis of latter, 
S B = shearing stress at distance c = maximum unit shearing 

stress, 
Z>i = diameter of shaft. 



24 No. 89 FORCED AND SHRINKAGE FITS 

Then: 

J irDi 3 

P x p = S s X = S t 

c 16 

and from equation (30) : 

QD, D l 
=iirD l LP l J X 

2 2 

Taking P t and S a as constant, and equating, we have L = KD, in 
which K is a constant. Therefore with a constant radial pressure, 
the length of the hub should vary as the diameter of the shaft, in 
order to make the grip of the fit proportional to the torsional strength 
of a solid shaft. For both practical and theoretical reasons, it is 
impossible to make the grip equal to this strength. Hence, with 
diameters of 2 inches and upwards, keys should be fitted in addition. 



CHAPTER V 



SHRINKAGE ALLOWANCES 

The total allowance for shrinkage is the difference between the 
external diameter of the inner member (shaft) and the internal 
diameter of the outer (hub), before shrinkage. The unit shrinkage- 
allowance is the allowance per inch of nominal diameter, in either 
case, as above; and also, in either case, the wm-deformation of a 
given circumference or diameter is the difference between its lengths 
before and after shrinkage, divided by its original length. The prin- 
ciple which is applied in the derivation of formulas for shrinkage- 
allowances, is that the unit-deformation at any point is the quotient 
of the unit-stress at that point, divided by the modulus of elasticity. 
In a shrinkage fit, the unit-deformations considered are those at the 
fit, and the unit-stresses to which these deformations correspond are 
manifestly the "true" or actual stresses, and not those which have 
been termed "apparent" in this discussion, since, as has been shown, 
the effect of lateral contraction is important. 

The length of a given circumference varies directly as that of its 
diameter. Hence the unit-deformation will be the same for both, 
and this deformation when due to the true tangential stress in the 
hub at the bore, will be the unit-deformation of the internal diam- 
eter of the hub. Similarly, for both solid and hollow shafts, the unit- 
deformations of the external diameters are those of the circumfer- 
ences of their outer surfaces, produced by the true tangential stresses 
there, since that circumference and the external diameter decrease 
together. For the unit-deformation of the external diameter of the 
inner member, that due to the true radial stress at the outer surface 
will serve only for a solid shaft, since in it, as shown in Fig. 6, the 
tangential and radial stresses are equal to each other at all points 
from the circumference to the center, while, in the hollow shaft, the 
intensity of the radial stress varies from Pj at the outer surface to 
zero at the bore, and hence the deformation due to this stress at any 
given point is that corresponding only with the infinitely small element 
of radius in which that stress exists, and not with the average unit- 
deformation of the whole radius. 

The algebraic methods employed below are those of Reuleaux*, 
the true stresses being substituted, since his formulas do not con- 
sider lateral contraction, and apply only to solid shafts, as the radial 
stress in the inner member is used in their deduction.. As before, let 

P! = radial pressure on fitted surfaces, 

5T 1 = true tangential compressive stress at outer surface, inner 
member, 



"The Constructor," Suplee's translation, Philadelphia, Pa., 1895, page 17. 



2C 



No. 89 FORCED AND SHRINKAGE FITS 



T. 2 = true tangential tensile stress at inner surface, outer member, 
R, = radius of fit, 

R = actual internal radius of outer member before expansion, 
R' = actual external radius of inner member before compression, 

R' R 

S = unit shrinkage-allowance = , 

R 
E and = modulus of elasticity and factor of contraction, outer 

member, 
E! and 0i = modulus of elasticity and factor of contraction, inner 

member. 
P, T, 

A= ; B =; C A X B = T, -*- T 3 . 
T, P, 

TABLE III 



Values of Ratio C for solid steel shafts of nominal diameter Z? t , and 


hubs of steel or cast-iron of nominal external and internal diameters D t 


and DI, respectively. 




T t 




Ti 


Ratio of Diam- 
D 2 


C - A X B = 
T 2 


Ratio of Diam- 
D, 


C= AXB= 
T, 






eters 




eters 
D! 


Steel 


Cast-iron 




Steel 


Cast-iron 




Hub 


Hub 




Hub 


Hub 


1.5- 


0.227 


0.234 


2.8 


0.410 


0.432 


1.6 


0.255 


0.2K3 


3.0 


0.421 


0.444 


1.8 


0.299 


311 


3.2 


0.430 


0.455 


2.0 


0.333 


0.348 


3.4 


0.438 


0.463 


2.2 


359 


0.377 


3.6 


0.444 


0.471 


2.4 


0.30 


0.399 


3.8 


0.450 


0.477 


2.6 


0.397 


0.417 


4.0 


0.455 


0.482 



By the definition of the modulus of elasticity, we have, at the ra- 
dius R 1 of the fit, for: 

R. R T, 

outer member, = 

R E 



inner member, 



R' 



Adding, we have: 



Dividing by R: 



From (31): 



RT 2 



E 



1 



R' R T, R' T l 
R ERE,. 




(31) 



(32) 



SHRINKAGE ALLOWANCES 



27 



Substituting this value in (32): 

T, 



8 = 



1 






TABLE IV 



Values of Ratio C for hollow steel shafts of external and internal 


diameters D v and D , respectively, and steel hubs of nominal external 


diameter Z) 3 . 


D 8 


D, 




D' 


D, 









G 


. 





C 


D, 


Do 




D, 


Do 






2.0 


0.455 




2.0 


0.820 


1 ^ 


2.5 


0.357 


O Q 


2.5 


0.645 


8;0 


0.313 


/* . O 


3.0 


0.564 


3.5 


0.288 




3.5 


0.519 


2 


0.509 




2.0 


0.842 


1 6 


2.5 


0.400 


q A 


2.5 


0.662 




3.0 


0.350 


o . U 


3.0 


0.580 




3.5 


0.322 




3.5 


0.533 




2.0 


0.599 




2.0 


0.860 


1 H 


2.5 


0.471 


39 


2.5 


0.676 


J. . O 


3.0 


0.412 


. & 


3.0 


0.591 




3.5 


0.379 




3.5 


0.544 




2.0 


0.667 




2.0 


0.870 


2.0 


2.5 
3.0 


0.524 
0.459 


3.4 


2.5 
3.0 


0.689 
0.602 




3.5 


0,422 




3.5 


0.555 




2.0 


0.718 




2.0 


0.888 


2.2 


2.5 
3.0 


0.565 
0.494 


3.6 


2.5 
3.0 


0.698 
0.611 




3.5 


0.455 




3.5 


0.562 




2.0 


0.760 




2.0 


0.900 


2 4 


2 5 


597 


30 


2.5 


0.707 


/v . ^r 


C.O 


0.523 


. o 


3.0 


0.619 


- ': 


3.5 


0.481 




3.5 


0.570 




2.0 


0.793 




2.0 


0.909 


2.6 


2 5 
3.0 


0.624 
0.546 


4.0 


2.5 
3.0 


0.715 
0.625 




3.5 


0.502 




3.5 


0.576 













The second term of the denominator is so small as to be negligible. 
Hence : 

T 2 T, 

8= + (33) 

E E, 

This equation is not in a practical form, since for a given value of 
8, there are two unknown quantities. 



28 No. 89 FORCED AND SHRINKAGE FITS 

P! 

From Equation (22), A = ; Equations (25) and (28) give 



the value of B = . Let A X B = C = . Then T z = 

PI 5T 2 

and T 1 = CT 2 . Substituting in (33): 



Values of Ratio C for hollow steel shafts and cast-iron hubs. 


Notation as in Table IV. 


D a 


D 1 




D 3 


D, 




. 





C 






C 


D 1 


Do 




D t 


Do 






2.0 


0.468 




2.0 


0.864 


1.5 


2.5 
3.0 


0.368 
0.322 


2.8 


2.5 
3.0 


0.679 
0.594 




3.5 


0.296 




3.5 


0.547 




2.0 


0.527 




2.0 


0.888 


1.6 


2.5 
3.0 


0.414 
0.362 


3.0 


2.5 
3.0 


0.698 
0.611 




3.5 


0.333 




3.5 


0.562 




2.0 


0.621 




2.0 


0.909 


1.8 


2.5 
3.0 


0.488 
0.427 


3.2 


2.5 
3.0 


0.715 
0.625 




3.5 


0.393 




3.5 


0.576 




2.0 


0.696 




2.0 


0.926 


o n 


2.5 


0.547 


3 A 


2.5 


0.728 


9* V 


3.0 


0.479 


. 1 


3.0 


0.637 




3.5 


0.441 




3.5 


0.587 




2 


0.753 




2.0 


0.941 


2.2 


2.5 
3.0 


0.592 
0.518 


3.6 


2.5 
3.0 


0.740 
0.647 




3.5 


0.477 




3.5 


0.596 




2.0 


0.798 




2.0 


0.953 


2.4 


2.5 
3.0 


0.628 
0.549 


3.8 


2.5 
3.0 


0.749 
0.656 




3.5 


0.506 




3.5 


0.603 




2.0 


0.834 




2.0 


0.964 


2.6 


2.5 
3.0 


0.656 
0.574 


4.0 


2.5 
3.0 


0.758 
0.663 




3.5 


0.528 




3.5 


0.610 



8 = -- 1 
E 



8= 



1 



CT 2 



CE 



Multiplying (22) by (25), and also by (28), we have, 

1 01 

for a solid inner member, C = - 



(34) 
(35) 

(36) 



SHRINKAGE ALLOWANCES 29 

' 0i 

for a hollow inner member, (7 = - (37) 

a + < 

The values of C for various diametral ratios are given, for solid steel 
shafts with steel or cast-iron hubs in Table III; and, similarly, for 
hollow steel shafts, in Tables IV and V. 

Taking the modulus of elasticity for steel as 30,000,000, and for cast 
iron as 15,000,000, equations (34) and (35) become, for a cast-iron hub 
and a Rteel shaft: 

T 2 (2 + C) 

8 -- (38) 

30,000,000 



C X 30,000,000 
and, for both hub and shaft of steel: 

T.U + C) 



(39) 



(40) 



30,000,000 

Ttd + C) 

(41) 



C X 30,000,000 



CHAPTER VI 



CALCULATING- SHRINKAGE FITS 

In designing shrinkage fits, there are but two main principles to 
remember. First, the stress in the hub at the bore, which is the most 
important consideration, depends chiefly on the shrinkage-allowances. 
If the latter be. too large, the elastic limit will be exceeded and per- 
manent set will occur; or, in extreme cases, the ultimate strength of 
the metal will be passed and the hub will burst. Second, the inten- 
sity of the grip of the fit, and hence the resistance of the latter to 
slip, depends mainly on the thickness of the hub. The greater this 
thickness, the stronger the grip; and vice versa. Formulas (34) and 
(35) and Tables I and III serve all general purposes in practice. In- 
formation in detail can be obtained as follows: 

a. For a given allowance per inch of diameter, the true tensile 
stress T 2 in the hub at the bore can be found from Equations (34), 
(38), or (40). These equations hold only up to the elastic limit. It 
will be seen that by increasing or decreasing the allowances, any 
stress up to this limit can be produced at the bore, and this stress will 
be the maximum tensile stress in the hub. 

b. When T 2 is assumed at any desired value below the elastic 
limit, the corresponding unit-allowances can be found by substituting 
in Equation (34). 

c. Equations (6) and (22) and Table I show the relation between 
the true tensile stress in the hub at the bore and the radial pressure 
on the fit. There are several factors which govern the intensity of 
this radial pressure: the magnitude of the allowances, the compres- 
sibility of the inner member, and the expansibility of the outer. The 
two latter depend on the metals; the last is affected by the thickness 
of the hub. 

d. When T 3 is known, the value of P x can be obtained from Table 
I or equation (22). 

e. The true tangential compressive stress T^ at the outer surface 
of the inner member is usually of minor importance in design; its in- 
tensity can be found from (35). The true radial compressive stress 
at the surface is equal to the radial pressure P it minus the product of 
0! by the value of t u as given by (7) and (13). 

/. At the bore of a hollow shaft, the radial pressure is zero. Equa- 
tion (12) gives the true tangential compressive stress. 

g. The intensity of the apparent stresses is, in general, of academic 
interest only. To ascertain their magnitude, the true stresses are first 
found from (34) and (35); Equations (25) or (28) will then give the 
value of the radial pressure P,, and, by substituting this in the equa- 
tions on pages 13 to 15, the apparent stresses can be determined. 



CALCULATING SHRINKAGE FITS 1 

Examples 

Example 1. A steel crank-web, 15 inches least outside diameter, is 
to be shrunk on a 10-inch solid steel shaft. Required the allowance 
per inch of shaft-diameter to produce a maximum tensile stress in 
the crank of 25,000 pounds per square inch, assuming the stresses in 
the crank to be equivalent to those in a ring of the diameter given. 

D 15 

= =1.5; r 2 = 25,000. From Table III, C = 0.227. Substi- 

D, 10 
tuting in Equation (40), we find /S = 0.001 inch. 

Example 2. Let the shaft in Example 1 have a 5-inch axial hole 
bored through it, other conditions being the same. Find the unit- 
allowance. 

D 2 D, 10 

=1.5, as before; = = 2; T 2 = 25,000. From Table IV we 
DI D 5 

find C = 0.455. 

Substituting in Equation (40), we find S = 0.0012 inch, the increase, 
in the allowance being due to the fact that the hollow shaft is the more 
compressible of the two. 

Example 3. Let the crank-web in Example 1 be of cast-iron and 
the maximum tensile stress in the hub be 4000 pounds per square inch. 
Find the unit-allowance. 
D 2 

=1.5; T., = 4000. From Table III, we find C = 0.234. Sub- 

A 

stituting in (38) 8 = 0.0003 inch, which, owing to the lower tensile 
strength of cast iron, is about one-third of the shrinkage-allowance 
in Example 1, although the stress is two-thirds of the elastic limit. 
For a forced fit, good practice gives (see Table VI) a unit-allowance 
of 0.0013 inch, or one-third greater than that of Example 1. The 
stresses which such an allowance would produce are, however, uncer- 
tain, as will be further discussed in the following chapter. 
Example 4. What is the radial pressure P x in the above examples? 

Pi 

For Examples 1 and 2, we find from Table I that - = 0.341. Hence, 

T 2 

P l = 25,000 X 0.341 = 8525 pounds per square inch. 

Pi 

For Example 3, we find from Table I that = 0.351. In this case 

T 2 
r a = 4000, hence, 

P x = 4000 X 0.351 = 1404 pounds per square inch. 

Example 5. What is the resistance to slip per inch of length of hub 
in Example 3? 

In Equation (30), A = 10, L = l, and from Example 4 we have P t 
= 1404; / may be taken as 0.2. Then Q = 8817 pounds, which is the 
total resistance of a ring of the hub, one inch in length. 

Example 6. Let the crank in Example 3 be 20 inches least diameter, 



No. 89 FORCED AND SHRINKAGE FITS 

the other dimensions and the tensile stress remaining the same. Find 
the increase in the radial pressure P 1? and hence that in the resistance 
to slip. 

D 2 

In this case = 2, Table I gives the ratio A, for this condition, 

Di 
equal to 0.522, which is 49 per cent greater than the ratio A = 0.351 

D 2 
for =1.5. This percentage is the increase in radial pressure, and, 

D! 

hence, that in the resistance to slip. 

Example 1. What is the true tangential stress (compressive) at the 
bore of the shaft in Example 2? 

The radial pressure P t is, from Example 4, 8525 pounds. Substi- 
tuting this value, and also R i = 5, and .R = 2.5 in Equation (12), the 
true stress T ==22,733 pounds per square inch. 

Example 8. What is the intensity of the apparent tangential stresses 
in the crank and shaft, Example 1? 

The radial pressure P x is, from Example 4, 8525 pounds. Substi- 
tuting this value, and also R. 2 = 1.5, and ^ 5 in Equation (4), the 
apparent tensile stress t 2 at the bore of the hub is 22,165 pounds per 
square inch. The similar compressive stress ^ at the cuter surface 
of the shaft is, from Equation (13), equal to PI. 

Shrinkag-e Temperatures 

The temperature to which the outer member in a shrinkage fit should 
be heated for clearance in assembling the parts, depends on the total 
expansion required and on the coefficient a of linear expansion of the 
metal, i. e., the increase in length of any section of the metal in any 
direction for an increase in temperature of 1 degree F. The total ex- 
pansion in diameter which is required, consists of the total allowance 
for shrinkage and an added amount for clearance. 

The value of the coefficient a is, for nickel-steel, 0.000007; for steel 
in general, 0.0000065; for cast iron, 0.0000062. As an example, take 
an outer member of steel to be expanded 0.005 inch per inch of in- 
ternal diameter, 0.001 being the shrinkage allowance and the re- 
mainder for clearance. Then: 

a X t = 0.005 

0.005 

t = : = 769 degrees F. 

0.0000065 

The value t is the number of degrees F. which the temperature of 
tlie member must be raised. 



CHAPTER VII 



PRACTICAL CONSIDERATIONS 

Cylindrical and Tapered Fits 

The form of the shrinkage fit is usually truly cylindrical and of one 
diameter throughout; but both forced and shrinkage fits are, for some 
classes of work, either tapered or double-cylindrical, i.e., with part of 
the fit of one diameter and part of another. ' The advantages of the 
tapered form in forced fits are: The possibility of abrasion of the 
fitted surfaces is reduced; less work is required to drive the inner 
member home; the drawings may be marked "Pit pin inches from 
end of hole," which is the most trustworthy way of measuring the al- 
lowances; and the parts are more readily separated, if a renewal of the 
fit is desired. On the other hand, the difficulty of securing with ac- 
curacy the same form for both fitted surfaces, is somewhat greater; 
and the tapered fit is less reliable, since, if slip begins, the entire fit 
is virtually free with but little movement. These advantages and dis- 
advantages apply also, but in less degree, to the double-cylinder form. 

The practice of a prominent shipbuilding company, for both forced 
and shrinkage fits in either iron or steel, is: With large fits, both 
the inner and outer members have a taper of 1/16 inch to the foot; 
the allowances are 0.001 inch per inch of diameter with 0.001 inch 
added to the total. If the conditions are such that it is more con- 
venient to ream the hole with standard parallel reamers, the inner 
member is tapered one half-thousandth inch (0.0005) per inch of 
length, unless the fit is so long that this taper would reduce the al- 
lowance at the small end to less than one-half that at the other ex- 
tremity of the fit. 

Differences between Forced and Shrinkage Fits 

Lame's formulas, as given in Equations (2) and (3) and as changed 
in the subsequent equations for lateral contraction according to the 
principles established by Clavarino, are the basis of the ordnance for- 
mulas employed by the United States Army and Navy. For economy 
in weight, the stresses in the metal of a gun, at the instant of ex- 
plosion, approach closely to the elastic limit. It is evident, then, that 
the use of these formulas for such work makes their accuracy, for 
shrinkage fits in gun-steel, unquestionable. So far as is known, their 
fundamental principles are general, and they can be employed with 
equal accuracy for similar fits in cast iron. It has been customary to 
assume that they could be applied also for the determination of the 
stresses in the metals of forced fits. This assumption is, in the au- 
thor's opinion, unwarranted, so far, at least, as cast iron outer mem- 
bers with large forcing allowances are concerned. There seems to be 
considerable evidence in support of this contention. 



34 No. 89 FORCED AND SHRINKAGE FITS 

The basic principle cf shrinkage and forced fits is the same the 
radial pressure on the contact-surfaces produced by the expansion of 
the outer member and the compression of the inner; but there is a 
radical difference between the methods by which this principle is ap- 
plied in the two cases. In the shrinkage fit, the outer member, owing 
to its expansion, slips freely into place, giving, in cooling, clean, 
smooth, and accurately fitted surfaces. In forced fits, on the contrary, 
there may be, in forcing, more or less abrasion, and, further, if the 
allowances be large, there may be an axial flow of the metal of the 
hub in advance of the entering shaft. It should be noted that, in 
forcing allowances, we are dealing with a layer of metal whose thick- 
ness is, in general, but 0.001 inch per inch of diameter, so that the 
total volume of the metal thus displaced would be very small, while 
its removal, with that lost by abrasion, would reduce materially the 
amount of the effective allowances, and, in consequence, the stresses 
and "grip" of the fit. Taking the elastic limit in tension of cast iron 
as 6000 to 7000 pounds and that of steel as 50,000 pounds, and con- 
sidering the corresponding values of E, the former will endure, with- 
out permanent set, less than one-fourth the deformation of the latter, 
yet the forcing allowances of the two metals are often made the same, 
and, further, with the same metals and dimensions, some builders 
make the allowances for forcing considerably greater than those for 
shrinkage fits. In such cases, there must be either permanent set in 
the cast-iron hub, or the effective allowances must be materially les- 
sened by abrasion, displacement, or both. 

In Professor Wilmore's tests, the average resistance of the shrinkage 
fit to slip was, for an axial pull, 3.66 times greater than that of the 
forced fit, and, in rotation or torsion, 3.2 times greater. In each com- 
parative test, the dimensions and allowances were the same for both. 
These results imply either permanent set or considerable abrasion or 
displacement of the metal of the forced fit. While these experiments 
were made on a small scale, they agree with the general estimate of 
the comparative strength of forced fits. 

Table VI represents the practice of one of the largest builders of 
engines and other machinery in the United States, in forcing cast- 
iron cranks and wheel-hubs on steel shafts. The allowance for a 
crank is greater than that for a wheel-hub, and, with both, the allow- 
ance per inch of diameter decreases with increasing diameter. Take 
the unit-allowance for a 12-inch wheel-hub which is 0.001 inch. As- 
sume the ratio of the external diameter of the hub to that of the shaft 
(solid) as 1.8, which gives a hub-thickness of 4.8 inches. If in Equa- 
tion (38), -8 = 0.001, and, from Table III, (7 = 0.311, then the true 
tensile stress T 2 at the bore of the hub is about 13,000 pounds, or twice 
the elastic limit of cast iron. Again, we have here indications of per- 
manent set, excessive abrasion, or very considerable displacement of 
the metal, so that the effective allowances cannot be those initially 
given. 

Finally, the following formulas given by Mr. Stanley H. Moore may 



PRACTICAL CONSIDERATIONS 



35 



be cited. In these formulas, d denotes the total allowance, and D is 

the diameter of the shaft, in inches. 

17 

D + 0.5 
16 
Shrinkage fit d = 



Forced fit 



1000 
2 D + 0.5 

1000 



These formulas show again a much greater allowance for forcing 
than for shrinkage. 

Forced fits may be made by levers, screw-jacks, or hydraulic pres- 
sure, the latter being the most common. In the drive-fit, the pin is 

TABLE VI. ALLOWANCES FOR FORCED FITS 



Steel Shaft and Pin to Cast-iron 
Cranks. Average pressure re- 
quired = 12.5 tons (of 2000 pounds) 
per inch of diameter. 


Steel Shaft to Cast-iron Wheel-hubs. 
Average pressure required = 10 
tons (of 2000 pounds) per inch of 
diameter. 


Diameter of 


Allowance per Inch 


Diameter of 


Allowance per Inch 


Shaft, Inches 


of Diameter 


Shaft, Inches 


of Diameter 


4 


0.0030 


12 


0.0010 


5 


0.0024 


13 


0.0009 


6 


0.0020 


15 


0.0008 


7 


0.0017 


17 


0.0007 


8 


0.0015 


18 


0.0006 


9 


0.00135 


19 


0.00055 


10 


0.0013 


22 


0.0004 


11 


0.0012 


23 


0.00035 


12 


0.0010 


24 


0.0003 


13 


0.0010 


26 


0.00025 


14 


0.0010 


27 


0.0002 


15 


0.0010 






16 


0.0009 






18 


. 0008 






20 


0.00075 









sent home by sledges; the allowances are usually about half that of a 
forced fit. With these various methods and the many purposes for 
which forced fits can be used, it is natural that the custom as to the 
amount of the allowances should differ, as it does, very widely, so that 
the practice cited here is not universal. The purpose of this dis- 
cussion has been simply to point out that shrinkage formulas will not 
give with accuracy the stresses in a cast-iron hub, when the allow- 
ances are very large, or in any forced fit. with undue allowances. Such 
a fit differs essentially from the shrinkage joint for which the formulas 
were constructed. 

Cotterill says in his "Applied Mechanics," London, 1895, page 412: 
"When the limit of elasticity is overpassed, the formula (Lamp's) 
fails, and the distribution of stress becomes different. If the pressure 
be imagined gradually to increase until the innermost layer of the 
cylinder begins to stretch beyond the limit, more of the pressure is 



36 No. 89 FORCED AND SHRINKAGE FITS 

transmitted into the interior of the cylinder, so that the stress be- 
comes partially equalized. If the pressure increases still further, the 
tension of the innermost layer is little altered, and, in soft materials, 
longitudinal flow of the metal commences under the direct action of 
the fluid pressure. The internal diameter of the cylinder then in- 
creases' perceptibly and permanently. This is well known to happen 
in the cylinders employed in the manufacture of lead piping, which 
are exposed to the severe pressure necessary to produce flow in the 
lead. The cylinder is not weakened but strengthened, having adapted 
itself to sustain the pressure. Cast-iron hydraulic press cylinders are 
often worked at the great pressure of 3 tons per square inch, a fact 
which may perhaps be explained by a similar equilization." 

Forcing Pressure 

When the fit is cylindrical, the forcing pressure varies as the rate 
of advance of the inner member, reaching a maximum in continuous 
forcing when the pin or shaft is at the inner end of the hole. At this 
point, the pressure is theoretically equal to Q, the resistance to slip, 
as given in Equation (30), the coefficient of friction / being probably 
between 0.12 and 0.2, although it may vary widely. Tables VI and 
VIII give values of the forcing pressure, as found in practice. The 
assumption above, that the maximum forcing pressure is equal to the 
resistance to slip, is true only if that pressure is expended wholly in 
overcoming the obstruction to motion produced by the resistance of 
the outer member to expansion and of the inner to compression. If 
there is abrasion of the surfaces, or axial displacement of the metal 
in advance of the entering member, the assumption is not fully jus- 
tified. 

Applications in Practice 

Railway Work. In railway work, steel tires are shrunk on the cast- 
iron wheel-centers of driving wheels. The fit is cylindrical; a com- 
mon, although not universal, shrinkage-allowance is 0.001 inch per 
inch of diameter of the finished wheel. Forced fits are used for se- 
curing wheels to axles and crank-pins to driving wheels. In wheel- 
fits, the joint is cylindrical; the pressure is usually 9 to 10 tons per 
inch of diameter of fit. In removing a wheel after long service, the 
total pressure may reach 150 tons. 

Stationary Engines. Shrinkage and forced fits the latter more fre- 
quently are used for crank-pins, cranks, wheel-hubs, and minor parts. 
With different builders, the amount of the unit-allowance has a wide 
range, owing to differences in the thickness of hubs, the forcing pres- 
sure employed, etc. General practice seems to favor a smaller allow- 
ance for shrinkage than for forcing, and, with increasing diameter, a 
decreasing unit-allowance. The latter is usually greater for cast iron 
than for steel. Table VII, which gives the data for typical fits from 
different builders, shows the variation in practice. In Table VIII* 
will be found complete data for forced fits from 2 to 9 inches in diam- 
eter. 

* MACHINERY, May, 1897. 



PRACTICAL CONSIDERATIONS 



37 



Marine Engines. In marine work, built-up crank-shafts are as- 
sembled and the casings of propeller shafts are secured by shrinkage 
fits. Forced fits have been employed for crank-shafts and are fre- 
quently used for smaller parts. In building up a steel shaft, the al- 
lowance is usually 0.001 inch per inch of diameter; the cranks and 
crank-pins are keyed, in addition to the shrinking. The crank-webs 
are heated by gas in a sheet-iron furnace until the expansion is suf- 
ficient for a free fit; they are then removed, the pin is pushed home 
and keyed, and the webs and pin are cooled with water. The webs 
are then set with the bores for the shaft vertical, and one is heated 
as before until sufficiently expanded, when the section of the shaft 

TABLE VII. EXAMPLES OP TYPICAL FITS, FROM PRACTICE 



Diameter of Pin 
or Shaft, 
Inches 


Total Allowance, 
Inches 


Metals 


Shrinkage 


Forcing 


1.8798 
4.2505 
8.9 
4 to 5 
7. 5 to 9 
16 to 18 
4 
8 
16 
1 to 2 
4 to 6 
5 to 7 
9 to 12 
10 to 12 
5 
5 
11 
13 




0.0031 
0.0103 
0.0152 
0.0090 
0.0055 
0.0030 
0.0120 
0.0120 
0.0144 
0.0010 

oioosj' 
'oioioo' 

0.0050 
0.0100 

1 ! 


Shaft, steel. Hub, cast iron 
Shaft, steel. Hub, cast iron 
Shaft, steel. Hub, cast iron 
Cast iron crank 
Cast iron crank 
Cast iron crank 
Crank, cast iron. Shaft, steel 
Crank, cast iron. Shaft, steel 
Crank, cast iron. Shaft, steel 

Shaft, steel. Crank, cast steel 
Shaft, steel. Crank, cast iron 
Cast iron counter-balance 
plates on steel crank-disks 




0.0045 
0.0027 
0.0015 






0.0090 
0.0156 


0.0313 


6 '6676* 

0.0060 



is lowered into place and keyed; the same method is followed with the 
other section of the shaft. 

Shaft casings are of bronze, usually from % inch to 1 inch thick at 
various sections of the shaft. In one case there were two such sections 
of casing, each 8 feet long and 20% inches internal diameter. The 
shrinkage-allowance, total, was 0.013 inch, or 0.000634 inch per inch 
of diameter. Each section was set vertical and heated internally by 
gas. When expanded, it was slipped in place on the shaft, and the 
inner end was held firmly and cooled with water until it gripped the 
shaft. 

Gun Construction. When a charge is exploded in the powder-cham- 
ber, the principal stress to which a gun is subjected is that due to the 
radial pressure of the gases which tends to burst it on an axial plane. 
This stress produces tangential (circumferential) tension in the tube, 
jacket, and hoops, and, in addition, there is a direct longitudinal stress 



38 



. 89 FORCED AND SHRINKAGE FITS 



in the layer of the tube in which the breech-plug houses. There also 
exists at all times, except during explosion, a radial compressive stress 
on the inner cylinders of the system, due to the shrinkage pressures 
of those outside of them. At the breech, there may be three or four 
of these superposed cylinders the tube, the jacket, and one or two 
sets of concentric hoops. The radial pressure of the gases would pro- 
duce in the tube, if the latter were unsupported, a circumferential 
tensile stress which would exceed the elastic limit of the metal. To 

TABLE VIII. DATA FOR FORCED FITS, FROM PRACTICE 



c 









"g 


j 


1 


c 






E 




5 







1 


5 





, 


t 


s 


4* 





u 


CK 


11 


E .8 


s 


li 


3 


|| 


II 


H ED 

1! 


1 


ll 


i 


HI 


c 
c 


"S . 

3+3 


ll 


5 


3 


5 
c 



1 


I 


o 1 


l"! 


I 


P 


I 
| 


s 








3 


< 


> 







^ 


1.8798 


6.125 


1.8767 


0.0031 


00.0170 


36.0 


16.7 


2 


10 


20 


1.8819 


6.125 


1.8770 


0.0042 


0.00220 


36.0 


16.7 


2 


15 


23 


1.8774 


4.375 


1.8764 


0.0010 


0.00052 


24.4 


13.7 


0.5 


1 


1 


2.7455 


4.500 


2.7387 


0.0068 


0.00247 


38.7 


26.5 


3 


12 


25 


2.7465 


4.500 


2.7437 


0.0028 


0.00100 


38.7 


26.5 


5 


12 


23 


3.2610 


5.000 


3.2542 


0.0068 


0.00210 


51.0 


41.5 


5 


20 


45 


3.2625 


5.000 


3.2555 


0.0070 


0.00200 


51.0 


41.5 


5 


15 


30 


3.2670 


5.000 


3.2610 


0.0060 


0.00180 


51.0 


41.5 


5 


15 


20 


4.2505 


6.000 


4.2402 


0.0103 


0.00240 


79.8 


85.1 


5 


22 


44 


4.2388 


6.625 


4.2478 


0.0091 


0.00210 


78.1 


93.4 


12 


30 


60 


4.2303 


6.500 


4.2224 


0.0079 


0.00190 


95.8 


91.0 


10 


60 


125 


5.9343 


4.062 


5.9216 


0.0127 


0.00220 


75.7 


112.2 


6 


16 


25 


5.9381 


4.000 


5.9252 


0.0129 


0.00220 


74.4 


110.4 


3 


18 


35 


5.9294 


4.125 


5.9194 


0.0100 


0.00170 


76.7 


113.8 


5 


15 


25 


6.8829 


5.125 


6.8697 


0.0132 


0.00200 


110.7 


190.1 


8 


20 


42 


6.8890 


5.000 


6.8785 


0.0105 


0.00150 


108.0 


185.9 


5 


22 


45 


6.8692 


4.875 


6.8550 


0.0142 


0.00210 


104.8 


180.4 


5 


35 


65 


7.8884 


5.500 


7.8730 


0.0154 


0.00200 


135.9 


267.3 


5 


32 


64 


7.8715 


6.500 


7.8575 


0.0140 


0.00180 


160.5 


315.9 


5 


25 


50 


7.8620 


5.625 


7.8460 


0.0160 


0.00200 


138.2 


272.8 


8 


40 


80 


8.9240 


6.125 


8.9050 


0.0190 


0.00210 


170.8 378.9 


20 


45 


68 


8.9000 


6.750 


8.8848 


0.0152 


0.00170 


188.4 419.9 


5 


47 


96 


8.8780 


6.500 


8.8669 


0.0112 


0.00130 


180.7 


401.0 


10 


45 


92 



counteract this, the jacket and hoops are shrunk on, each of these 
cylinders putting the one which it encases under compression, and 
the aggregate of these radial pressures being transmitted to the tube. 
The actual tensile stress in the latter, during the burning of the pow- 
der, is then the difference between the tensile stress developed by the 
gases and the compressive stress due to the jacket and hoops a re- 
mainder which is less than, but usually fairly close to, the elastic 
limit of the metal. 

For maximum economy of material, the relations of the thicknesses 
and shrinkage-allowances should be such that the stresses at all points 



PRACTICAL CONSIDERATIONS 39 

In the walls of the built-up gun will be, during explosion, not only 
approximately equal but also the greatest permissible, with due re- 
gard to the elastic limit and the factor of safety. The outer layers 
of the metal are, therefore, in a state of initial tension, the inner un- 
der initial compression, and during explosion all are in tension. The 
various thicknesses and allowances for the cylinders of any given gun 
can be computed by an extension of the methods shown by Formulas 
(2) and (3), and those in (1) for the corresponding unit-deformations 
due to the true stresses. The principles involved are, therefore, those 
which have been treated herein for shrinkage fits, with the added re- 
quirement that the superposed cylinders, during explosion and the sub- 
sequent release from pressure, must expand and contract together, so 
that each cylinder must have a definite shrinkage-allowance with re- 
gard to all the others of the system. 

The 16-inch Army rifle, now at Sandy Hook, was designed for a pow- 
der-pressure of 38,000 pounds per square inch, a muzzle-velocity of 
2500 feet per second, a muzzle-energy of 88,000 foot-tons, a penetration 
at the muzzle of 42.3 inches in steel, and a range of 21 miles. The 
weight of the gun is 126 tons and its total length is 49 feet 2.9 inches. 
At the breech, the gun is built up of a tube, a jacket, and two sets of 
hoops, the thicknesses being 5.3, 7.2, 3.7, and 4.3 inches, respectively. 
The tube and jacket are of nickel-steel, not fluid-compressed; the hoops 
are of fluid-compressed steel containing no nickel. The elastic limits 
in tension of the two metals were about 52,000 and 57,000 pounds, re- 
spectively, the hoop-metal being thus the harder and stronger. The 
forgings, after being rough-turned and bored, were tempered in oil 
and annealed. In expanding the jacket or a hoop, it was set vertically 
in a cylindrical furnace of fire-brick, and was then encased in a muf- 
fle of %-inch boiler steel. The combustion-chamber between the muf- 
fle and the furnace-wall was 11 inches wide. The fuel was oil sprayed 
with steam through 20 burner openings, the flame striking the muf- 
fle at a tangent, so as to give a spiral movement to the gases. The 
circulation of the air between the muffle and the hoop kept the tem- 
perature of the latter uniform at all points. The heating of the jacket 
required 30 hours, and its bore was calipered three times during that 
period to determine the expansion. 

In shrinking on the jacket, the tube was first set vertical, muzzle- 
end down, in a shrinkage-pit adjacent to the furnace; the lower end 
was secured in a cast-iron chuck anchored in the concrete foundations 
of the pit. Water-connections were made for cooling the interior of 
the tube and the exterior of the jacket when seated. The latter, when 
removed from the furnace, was measured, centered, and lowered into 
place. Water was then applied at the muzzle-end; the cooling con- 
tinued for nine hours, the number of encircling "water-rings" or pipes 
varying from four, as a maximum, to two at the close of the operation. 
The shrinkage of the hoops near the muzzle was effected similarly; 
the remainder were assembled with the gun in a horizontal position 
in the lathe, each hoop during shrinkage being under the axial pres- 
sure of two 30-ton hydraulic jacks. 







1 


MACHINERY 


ii ii 


MONTHLY. 




Engineering Edition 






12 numbers a year. 
1000 9x13 pages. 
48 6x9 Data Sheets 






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1 





MACHINERY is the 
leading journal in 
the machine-build- 
ing field and meets the 
requirements of the me- 
chanical engineer, super- 
intendent, designer, tool- 
maker and machinist, as 
no other journal does. 
MACHINERY is a monthly 
and deals with machine 
design, tool design, ma- 
chine construction, shop 
practice, shop systems 
and shop management. 
The reading matter in 
MACHINERY is written by 
practical men and edited 
by mechanical men of 
long practical training. 
The twelve numbers a 
year contain a thousand 
pages of carefully selected and edited mechanical information. 

Each number of MACHINERY contains a variety of articles on 
machine shop practice. These articles include carefully prepared 
descriptions of manufacturing methods and current mechanical 
developments. Shop systems and shop management are ably 
handled by the foremost writers. Every number contains the 
most extensive and complete monthly record published by any 
journal, or in any form, of new machinery and tools and acces- 
sories for the machine shop. A special department is devoted 
to "Letters on Practical Subjects," to which practical mechanics 
contribute their experiences. There is a department of Shop 
Kinks brief, concise little contributions which contain ideas of 
value to the man in the shop or at the drafting table. 

The mechanical engineer, machine designer and draftsman are 
also well provided for in MACHINERY. Every number contains 
articles on the theory and practice of machine design, on the 
properties of materials, and on labor-saving methods and systems. 
There are reviews of research work in the mechanical field, 
valuable results of carefully made experiments are recorded, and 
the world's progress in every field of mechanical endeavor is 
closely watched. 

One of the most valuable features is the four-page monthly 
Data Sheet Supplement printed on strong manila paper. These 
Data Sheets contain high-grade, condensed mechanical data, 
covering machine design, machine operation and kindred subjects. 
They are the cream of mechanical information. 






THIS BOOK IS DUE ON THE LAST DATE 
STAMPED BELOW 

AN INITIAL FINE OF 25 CENTS 

WILL BE ASSESSED FOR FAILURE TO RETURN 
THIS BOOK ON THE DATE DUE. THE PENALTY 
WILL INCREASE TO SO CENTS ON THE FOURTH 
DAY AND TO $1.OO ON THE SEVENTH DAY 
OVERDUE. 



DEC 19 1940 M 



LD 21-100m-7, '40 (6936s) 



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UNIVERSITY OF CALIFORNIA LIBRARY 



CONTENTS OP DATA SHEET BOOKS 



Ho. 1. Screw Threads. United States, 
Whitworth, Sharp V- arid British Associa- 
tion Standard Threads; Briggs Pipe 
Thread; Oil Well Casing Gages; Fire Hose 
Connections; Acme Thread; Worm 
Threads; Metric Threads; Machine, Wood, 
and Lag Screw Threads; Carriage Bolt 
Threads, etc. 

No. 2. Screws, Bolts and Nuts. Fil- 
lister-head, Square-head, Headless, Col- 
lar-head and Hexagon-h ,'<! Screws; Stand- 
ard and Special Nuts; T iuts, T-bolts and 
Washers; Thumb Screws and Nuts; A. L. 
A. M. Standard Screws and Xu*s; Machine 
Screw Heads; Wood Seres, s. Tap Drills; 
Lock Nuts; Eye-bolts, etc. 

No. 3. Taps and Dies.- Hand, Mn chine, 
Tapper and Machine Screv Taps; Taper 
Die Taps; Sellers Hobs; Screw Machine 
Taps; Straight and Taper Boiler Taps; 
Stay-bolt, Washout, and Patch-bolt Taps; 
Pipe Taps and H -bs; Solid Square, Round 
Adjustable and Spring Screw Threading 
Dies. 

No. 4. Reamers, Sockets, Drills and 
Milling Cutters. Hand Reamers; Shell 
Reamers and Arbors; Pip^ Reamers; Taper 
Pins and Reamers; Brown & Sharpe, 
Morse and Jarrio Taper Sockets and Ream- 
ers; Drills; Wire Gages; Milling Cutters; 
Setting Angles for Milling Teeth in End 
Mills and Angular Cutters, etc. 

No. 5. Spur Gearing 1 . Diametral and 
Circular Pitch; Dimensions of Spur Gears; 
Tables of Pitch Diameter*; Odontograph 
Tables; Rollirg Mill Gearing; Strength of 
Spur Gears; Horsepower Transmitted by 
Cast-iron and Rawhide Pinions; Design of 
Spur Gears; Weight of Cnst-iron Gears; 
Epicyclic Gearing. 

No. 6. Bevel, Spiral and Worm Gear- 
ing. Rules and Formulas for Bevel 
Gears; Strength rf Bevel Gears; Design 
of Bevel Gears; Rules and Formulas for 
Spiral Gearing; Tables Facilitating Calcu- 
lations; Diagram for Cutters for Spiral 
Gears; Rules and Formulas for Worm 
Gearing, etc. 

No. 7. Shafting, Keys and Keyways. 
Horsepower of Shafting; Diagrams and 
Tables for the Strength of Shafting; 
Forcing-, Driving, Shrinking and Running 
Fits; Woodruff Keys; United States Navy 
Standard Keys; Gib Keys; Milling Key- 
ways; Duplex Keys. 

No. 8. Bearings, Couplings, Clutches, 
Crane Chain and Hooks. Pillow Blocks; 
Babbitted Bearings; Ball and Roller Bear- 
ings; Clamp Couplings; Plate Couplings; 
Flange Couplings; Tooth Clutches; Crab 
Couplings; Cone Clutches; Universal 
Joints; Crane Chain; Chain Friction; 
Crane Hooks; Drum Scores. 

No. 9. Springs, Slides and Machine 
Details. Formulas and Tables for Spring 
Calculations; Machine Slides; Machine 
Handles and Levers; Collars; Hand 
Wheels; Pins and Cotters; Turn-buckles, 
etc. 

No. 10. Motor Drive, Speeds and Peeds, 
Change Gearing, and Boring Bars. Power 
required for Machine Tools; Cutting 
Speeds and Feeds for Carbon and High- 
speed Stoel; Screw Machine Speeds and 
Feeds; Heat Treatment of High-speed 



Steel Tools; Taper Turning; Change Gear- 
ing for the Lathe; Boring Bars and Tools, 
etc. 

No. 11. Milling Machine Indexing, 
Clamping Devices and Planer Jacks. 
Tables for Milling Machine Indexing; 
Change Gears for Milling Spirals; Angles 
for setting Indexing Hoad when Milling 
Clutches; Jig Clamping Devices; Straps 
and Clamps; Planer Jacks. 

No. 12. Pipe and Pipe Fitting*. Pipe 
Threads ami Gages; "ust-iron Fittit 
Bronze Fittings; Pipe Flanges; Pipe 
Bends; Pipe '!in,i>.s and Hangers; Dimen- 
sions of Pipe f> .r Various Services, etc. 

No. 13. Boilers and Chimneys. Flue 
Spacing and Bracing f- r Boilers; Strength 
of Boiler Joints, Riveting; Boiler Setting; 
Chimneys. 

No. 14. Locomotive and Bail way Data. 
Locomotive Boilers; Bearing Pressures 
for Locomotive Journals; Locomotive 
Classifications; Rail Sections; Frogs, 
Switches and Cross-overs; Tires; Trac'ive 
Force; Inertia of Trains; Brake Lev. rs; 
Brake Rods, etc. 

No. 15. Steam and Gas Engines. Sat- 
urated Steam; Steam Pipe Sizes; St<-am 
Engine Design; Volume of Cylinders; 
Stuffling Boxes; Petting Corliss Engine 
Valve Gears: Coii.lc ;ser and Air Pump 
Data; Horsepowc of Gasoline Engines: 
Automobile Engine Crankshafts, etc. 

No. 16. Mathematical Tables. Squares 
of Mixed Numbers; Functions of Frac- 
tions; Circumference and Diameters of 
Circles; Tables for Spa -ing off Circles. 
Solution of Triangles; Formulas for Solv- 
ing Regular Polygons; Get metrical Pro- 
gression, etc. 

No. 17. Mechanics and Strength of Ma- 
terials. Work; Energy: Centrifi ^al 
Force; Center of Gravity: ^ lotion: Fric- 
tion; Pendulum; Fail MIS Lo, -^s; Strength 
of Materials; Str-i.rth : Wai Plates; 
Ratio of Outside a-d Inside Radii of 
Thick Cylinders, etc. 

No. 18. Beam Formulas and Structural 
Design. Beam Formulas; Sectional Mod- 
uli of Structural Shapes; Beam Charts; 
Net Areas of Structural Angles; Rivet 
Spacing; Splices for channels and I- 
beams; Stresses in Roof Trusses, etc. 

No. 19. Belt, Rope and Chain Drives. 
Dimensions of Pulleys; Weights of Pul- 
leys; Horsepower of Belting; Belt Veloc- 
ity; Angular Belt Drives; Horsepower 
transmitted by Ropes; Sheaves for Rope 
Drive; Bending Stresses in Wire Ropes; 
Sprockets for Link Chains; Formulas and 
Tables for Various Classes of Driving 
Chain. 

No. 20. Wiring Diagrams, Heating and 
Ventilation, and Miscellaneous Tables. 
Typical Motor Wiring Diagrams; Resist- 
ance of Round Copper Wire; Rubber Cov- 
ered Cables; Current Densities for Vari- 
ous Contacts and Materials; Centrifugal 
Fan and Blower Capacities; Hot Water 
Main Capacities; Miscellaneous Tables: 
Decimal Equivalents, Metric Conversion 
Tables, Weights and Specific Gravity of 
Metals, Weights of Fillets, Drafting-room 
Conventions, etc. 



MACHINERY, the monthly mechanical journal, originator of the Reference and 
Data Sheet Series, is published in three editions the Shop Edition, $1.00 a year; 
the Engineering Edition, $2.00 a year, and the Foreign Edition, $3.00 a year. 

The Industrial Press, Publishers of MACHINERY, 
49-55 Lafayette Street, New York City, U. S. A.