632 Pages 459 B/W Illustrations
    by CRC Press

    Fundamentals of Machine Elements, Third Edition offers an in-depth understanding of both the theory and application of machine elements. Design synthesis is carefully balanced with design analysis, an approach developed through the use of case studies, worked examples, and chapter problems that address all levels of learning taxonomies. Machine design is also linked to manufacturing processes, an element missing in many textbooks.

    The third edition signifies a major revision from the second edition. The contents have been greatly expanded and organized to benefit students of all levels in design synthesis and analysis approaches.

    What’s New in This Edition:

    • Balances synthesis and analysis with strong coverage of modern design theory
    • Links coverage of mechanics and materials directly to earlier courses, with expansion to advanced topics in a straightforward manner
    • Aids students of all levels, and includes tie-in to engineering practice through the use of case studies that highlight practical uses of machine elements
    • Contains questions, qualitative problems, quantitative problems, and synthesis, design, and projects to address all levels of learning taxonomies
    • Includes a solutions manual, book website, and classroom presentations in full color, as well as an innovative "tear sheet" manual that allows instructors to present example problems in lectures in a time-saving manner
    • Expands contents considerably, Topics: the importance of the heat affected zone in welding; design synthesis of spur, bevel, and worm gears; selection of multiple types of rolling element bearings (including deep groove, angular contact, toroidal, needle, and cylindrical and tapered roller) using a standard unified approach; consideration of advanced welding approaches such as brazing, friction welding and spot welding; expansion of fatigue coverage including the use of the staircase method to obtain endurance limit; and design of couplings, snap rings, wave and gas springs, and hydrostatic bearings
    • Provides case studies that demonstrate the real-world application of machine elements. For example, the use of rolling element bearings in windmills, powder metal gears, welds in blisks, and roller coaster brake designs are all new case studies in this edition that represent modern applications of these machine elements.

    Fundamentals of Machine Elements, Third Edition can be used as a reference by practicing engineers or as a textbook for a third- or fourth-year engineering course/module. It is intended for students who have studied basic engineering sciences, including physics, engineering mechanics, and materials and manufacturing processes.

    Part I — Fundamentals

    Introduction

    What is Design?

    Design of Mechanical Systems

    Design as a Multidisciplinary Endeavor

    Design of Machine Elements

    Computers in Design

    Catalogs and Vendors

    Units

    Unit Checks

    Significant Figures

    Summary

    Load, Stress, and Strain

    Introduction

    Critical Section

    Load Classification and Sign Convention

    Support Reactions

    Static Equilibrium

    Free-Body Diagram

    Supported Beams

    Shear and Moment Diagrams

    Stress

    Stress Element

    Stress Tensor

    Plane Stress

    Mohr’s Circle

    Three-Dimensional Stresses

    Octahedral Stresses

    Strain

    Strain Tensor

    Plane Strain

    Summary

    Introduction to Materials and Manufacturing

    Introduction

    Ductile and Brittle Materials

    Classification of Solid Materials

    Stress-Strain Diagrams

    Properties of Solid Materials

    Stress-Strain Relationships

    Two-Parameter Materials Charts

    Effects of Manufacturing

    Summary

    Stresses and Strains

    Introduction

    Properties of Beam Cross Sections

    Normal Stress and Strain

    Torsion

    Bending Stress and Strain

    Transverse Shear Stress and Strain

    Summary

    Deformation

    Introduction

    Moment-Curvature Relation

    Singularity Functions

    Method of Superposition

    Strain Energy

    Castigliano’s Theorem

    Summary

    Failure Prediction for Static Loading

    Introduction

    Stress Concentration

    Fracture Mechanics

    Modes of Crack Growth

    Fracture Toughness

    Failure Prediction for Uniaxial Stress State

    Failure Prediction for Multiaxial Stress State

    Summary

    Fatigue and Impact

    Introduction

    Fatigue

    Cyclic Stresses

    Strain Life Theory of Fatigue

    Fatigue Strength

    Fatigue Regimes

    Stress Concentration Effects

    The Modified Endurance Limit

    Cumulative Damage

    Influence of Nonzero Mean Stress

    Influence of Multi-Axial Stress States

    Fracture Mechanics Approach to Fatigue

    Linear Impact Stresses and Deformations

    Summary

    Lubrication, Friction, and Wear

    Introduction

    Surface Parameters

    Conformal and Nonconformal Surfaces

    Hertzian Contact

    Bearing Materials

    Lubricant Rheology

    Regimes of Lubrication

    Friction

    Wear

    Summary

    Part II — Machine Elements

    Columns

    Introduction

    Equilibrium Regimes

    Concentrically Loaded Columns

    End Conditions

    Euler’s Buckling Criterion

    Johnson’s Buckling Criterion

    AISC Criteria

    Eccentrically Loaded Columns

    Summary

    Stresses and Deformations in Cylinders

    Introduction

    Tolerances and Fits

    Pressurization Effects

    Rotational Effects

    Press Fits

    Shrink Fits

    Summary

    Shafting and Associated Parts

    Introduction

    Design of Shafts for Static Loading

    Fatigue Design of Shafts

    Additional Shaft Design Considerations

    Critical Speed of Rotating Shafts

    Keys, Roll Pins, Splines and Set Screws

    Retaining Rings and Pins

    Flywheels

    Couplings

    Summary

    Hydrodynamic and Hydrostatic Bearings

    Introduction

    The Reynolds Equation

    Thrust Slider Bearings

    Journal Slider Bearings

    Squeeze Film Bearings

    Hydrostatic Bearings

    Summary

    Rolling-Element Bearings

    Introduction

    Historical Overview

    Bearing Types and Selection

    Geometry

    Kinematics

    Separators

    Static Load Distribution

    Elastohydrodynamic Lubrication

    Fatigue Life

    Variable Loading

    Summary

    General Gear Theory; Spur Gears

    Introduction

    Types of Gears

    Gear Geometry

    Gear Ratio

    Contact Ratio and Gear Velocity

    Tooth Thickness and Backlash

    Gear Trains

    Gear Manufacture and Quality

    Gear Materials

    Loads Acting on a Gear Tooth

    Bending Stresses in Gear Teeth

    Contact Stresses in Gear Teeth

    Elastohydrodynamic Film Thickness

    Gear Design Synthesis

    Summary

    Helical, Bevel, and Worm Gears

    Introduction

    Helical Gears

    Bevel Gears

    Worm Gears

    Summary

    Fasteners, Connections, and Power Screws

    Introduction

    Thread Terminology, Classification, and Designation

    Power Screws

    Threaded Fasteners

    Riveted Fasteners

    Welded, Brazed, and Soldered Joints

    Adhesive Bonding

    Integrated Snap Fasteners

    Summary

    Springs

    Introduction

    Spring Materials

    Helical Compression Springs

    Helical Extension Springs

    Helical Torsion Springs

    Leaf Springs

    Gas Springs

    Belleville Springs

    Wave Springs

    Summary

    Brakes and Clutches

    Introduction

    Thermal Considerations

    Thrust Pad Clutches and Brakes

    Cone Clutches and Brakes

    Block or Short-Shoe Brakes

    Long-Shoe, Internal, Expanding Rim Brakes

    Long-Shoe, External, Contracting Rim Brakes

    Symmetrically Loaded Pivot-Shoe Brakes

    Band Brakes

    Slip Clutches

    Summary

    Flexible Machine Elements

    Introduction

    Flat Belts

    Synchronous Belts

    V-Belts

    Wire Ropes

    Rolling Chains

    Summary

    Appendices

    Index

    Biography

    Steven R. Schmid is a Professor at the University of Notre Dame, where he has taught manufacturing and design since 1993. Prior to teaching, Dr. Schmid was employed at Triodyne, Inc, performing machine design failure investigations. Among his awards are the ASME Foundation Swanson Fellowship in 2012, the ASME Newkirj Award, and the SME Parsons Awards, and he is a Fellow of the American Society of Mechanical Engineers.

    Bernard J. Hamrock joined the staff of The Ohio State University as a professor of mechanical engineering in 1985 and is now professor emeritus. Prior to that he spent 18 years as a research consultant in the Tribology Branch of the NASA Lewis Research Center in Cleveland, Ohio. He received his Ph.D. and Doctor of Engineering degrees from the University of Leeds, England. His awards include the NASA Exceptional Achievement Medal in 1984, the 1998 Jacob Wallenberg Award given by The Royal Swedish Academy of Engineering Sciences, and the 2000 Mayo D. Hersey Award from the American Society of Mechanical Engineers.

    Bo O. Jacobson received his Ph.D. and D.Sc. degrees from Lund University in Sweden. From 1973 until 1987, he was professor of machine elements at Luleå Technology University in Sweden. In 1987 he joined SKF Engineering & Research Centre in the Netherlands, while retaining a professorship at Chalmers University from 1987 to 1991, and Luleå Technical University from 1992 to 1997. In 1997 he was appointed professor of machine elements at Lund University. Professor Jacobson has written ten compendia used at Swedish universities, six covering different machine elements and four covering the basic course and the advanced course in tribology.

    "Design is essential in the modern economy, and this book does a superb job in explaining both design analysis and design synthesis. Schmid, Hamrock and Jacobson are well-known experts in the field, and it shows from this concise and well-written book."
    Prof. Bharat Bhushan, Ohio Eminent Scholar and The Howard D. Winbigler Professor, Director, Nanoprobe Laboratory for Bio- & Nanotechnology and Biomimetics (NLB2), Ohio State University, Columbus, USA

    "I have been working as a bearing engineer for nearly two decades, and have come across many different machine design and application problems associated with the rolling element bearing. Most of the time, design problems can be handled quickly if the engineer has a good fundamental understanding of how a machine element works, but this information is unfortunately missing from most conventional treatments of the subject matter. This book gives the reader enough of a fundamental background to understand the machine elements and design the overall system, and it is highly recommended."
    ––Mike Kotzalas, The Timken Company, Boca Raton, Florida, USA

    "This book is a must for every mechanical engineering student for use as a textbook, and should be in every engineer’s library as a reference book. I wish it was available 30 years ago!
    ––Jim Adams, Director, Technical Services, Metal Powder Industries Federation,
    Princeton, New Jersey, USA 

    "For many years a leading automobile company sponsored Berkeley research on the "Composite Transmission Error Prediction for Automatic Transmissions." I only wish this excellent book was available at that time to bring our software engineers 'up to speed' on gear fundamentals, manufacturing, and gear design synthesis, as well as other machine elements."
    ––Paul Wright, Professor of Mechanical Engineering, University of California, Berkeley, USA